13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001058231
申報總市值
US$10.2億
US$10.2億
73 檔
26.8%
在 Q4 2024 的 13F 官方備案中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 管理的美股投資組合規模來到 US$10.2億，整體持股檔數為 73 檔。
從 Q4 2024 申報觀察，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 採取防禦導向的調倉策略，本季減碼 36 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 的前 5 大核心持股（包含 RY, TD, TRP 等）合計佔整體申報市值的 26.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | 股票-金融 | 8.63% | +2.09% | -2.41% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 7.65% | +1.95% | +11.37% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 5.95% | +0.39% | -13.49% | |
| 4 | BN | Brookfield CORP | 股票-金融 | 5.65% | -0.40% | -7.06% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 5.13% | +1.22% | -2.81% | |
| 6 | BCE | Bce Inc | 股票-通訊服務 | 4.53% | -0.69% | +17.26% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工業 | 4.46% | +0.88% | +31.14% | |
| 8 | MFC | Manulife Financial CORP | 股票-金融 | 4.29% | +0.14% | -14.43% | |
| 9 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.84% | +0.52% | -36.88% | |
| 10 | PBA | Pembina Pipeline CORP | 股票-能源 | 3.45% | -4.84% | EXIT | |
| 11 | MGA | Magna International Inc | 股票-循環性消費 | 3.35% | +0.07% | -17.32% | |
| 12 | TU | Telus CORP | 股票-其他 | 3.22% | -0.05% | +0.99% | |
| 13 | SU | Suncor Energy Inc | 股票-能源 | 2.71% | -0.61% | -1.10% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 2.31% | +0.88% | -3.16% | |
| 15 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 1.91% | -0.02% | -3.00% | |
| 16 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 1.89% | +0.02% | +4.65% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | -0.39% | -0.26% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.43% | — | -9.13% | |
| 19 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.28% | -0.54% | -0.71% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.24% | -0.49% | -0.33% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | +0.15% | -0.46% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.06% | -0.66% | |
| 23 | KR | Kroger Co | 股票-非循環性消費 | 0.93% | — | -0.63% | |
| 24 | FSV | Firstservice CORP | 股票-其他 | 0.91% | +0.36% | +10.43% | |
| 25 | USB | US Bancorp | 股票-金融 | 0.89% | +0.05% | -0.51% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.89% | -0.15% | -0.57% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.06% | -0.69% | |
| 28 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.79% | +0.11% | -14.93% | |
| 29 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.79% | +0.03% | -2.33% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.02% | -0.83% | |
| 31 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.72% | +0.10% | — | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | +0.09% | -0.39% | |
| 33 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.67% | — | -27.30% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.63% | +0.07% | -7.49% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | +0.13% | -0.02% | |
| 36 | CNC | Centene CORP | 股票-醫療保健 | 0.62% | — | -0.48% | |
| 37 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.59% | +0.04% | -0.79% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.07% | -0.69% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.27% | -0.48% | |
| 40 | EOG | Eog Resources Inc | 股票-能源 | 0.51% | -0.10% | -0.62% | |
| 41 | EQIX | Equinix Inc | 股票-房地產 | 0.50% | — | -5.17% | |
| 42 | GNTX | Gentex CORP | 股票-循環性消費 | 0.48% | +0.02% | -0.93% | |
| 43 | GIB | Cgi Inc | 股票-科技 | 0.48% | +1.02% | -0.37% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.10% | -19.27% | |
| 45 | AMT | American Tower CORP | 股票-房地產 | 0.46% | — | -13.12% | |
| 46 | UDR | Udr Inc | 股票-房地產 | 0.43% | — | -26.83% | |
| 47 | CNQ | Canadian Natural Resources | 股票-能源 | 0.40% | -0.61% | -0.40% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.40% | -0.01% | +0.15% | |
| 49 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.40% | +0.13% | +398.83% | |
| 50 | ✓ | Sanofi SA | 股票-其他 | 0.39% | -0.08% | +0.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CNI | Canadian Natl Railway Co | +0.9% | +31.14% | 加碼 |
| 2 | RY | Royal Bank Of Canada | +0.4% | -2.41% | 減碼 |
| 3 | BXP | Bxp Inc | +0.4% | NEW | 新建倉 |
| 4 | BNS | Bank Of Nova Scotia | +0.3% | -2.81% | 減碼 |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -0.26% | 減碼 |
| 6 | TD | Toronto-dominion Bank | +0.3% | +11.37% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.46% | 減碼 |
| 8 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | 新建倉 |
| 9 | FSV | Firstservice CORP | +0.2% | +10.43% | 加碼 |
| 10 | SU | Suncor Energy Inc | +0.2% | -1.10% | 減碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.83% | 減碼 |
| 12 | BAC | Bank Of America CORP | +0.2% | -0.69% | 減碼 |
| 13 | DIS | Walt Disney Co/the | +0.1% | -0.02% | 減碼 |
| 14 | KR | Kroger Co | +0.1% | -0.63% | 減碼 |
| 15 | MS | Morgan Stanley | +0.1% | -7.49% | 減碼 |
| 16 | C | Citigroup Inc | +0.1% | +0.15% | 加碼 |
| 17 | FRT | Federal Realty Invs Trust | 0% | -2.33% | 減碼 |
| 18 | PFE | Pfizer Inc | 0% | -0.33% | 減碼 |
| 19 | DEO | Diageo Plc-sponsored Adr | — | -0.57% | 減碼 |
| 20 | WMT | Walmart Inc | — | -19.27% | 減碼 |
| 21 | ORANY | Orange-spon Adr | 0% | +0.06% | 加碼 |
| 22 | ORCL | Oracle CORP | 0% | -9.13% | 減碼 |
| 23 | TRNO | Terreno Realty CORP | 0% | -5.08% | 減碼 |
| 24 | GSK | Gsk Plc-spon Adr | 0% | +0.19% | 加碼 |
| 25 | VZ | Verizon Communications Inc | 0% | -0.71% | 減碼 |
| 26 | ING | Ing Groep N.v.-sponsored Adr | 0% | -0.79% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | 0% | -0.48% | 減碼 |
| 28 | ✓ | Sanofi SA | 0% | +0.18% | 加碼 |
| 29 | EXR | Extra Space Storage Inc | 0% | -5.11% | 減碼 |
| 30 | QSR | Restaurant Brands Intern | -0.1% | -3.00% | 減碼 |
| 31 | RCI | Rogers Communications Inc-b | -0.1% | -0.41% | 減碼 |
| 32 | MFC | Manulife Financial CORP | -0.1% | -14.43% | 減碼 |
| 33 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -3.16% | 減碼 |
| 34 | COLD | Americold Realty Trust Inc | -0.1% | -5.08% | 減碼 |
| 35 | CNC | Centene CORP | -0.1% | -0.48% | 減碼 |
| 36 | RMR | Rmr Group Inc/the - A | -0.1% | — | 不變 |
| 37 | GLW | Corning Inc | -0.1% | -29.17% | 減碼 |
| 38 | PBA | Pembina Pipeline CORP | -0.1% | -2.77% | 減碼 |
| 39 | UDR | Udr Inc | -0.1% | -26.83% | 減碼 |
| 40 | BEP | Brookfield Renewable Partners L.P. | -0.1% | +4.65% | 加碼 |
| 41 | AMT | American Tower CORP | -0.1% | -13.12% | 減碼 |
| 42 | CIGI | Colliers Intl Gr-subord Vot | -0.2% | -14.93% | 減碼 |
| 43 | MGA | Magna International Inc | -0.2% | -17.32% | 減碼 |
| 44 | CPT | Camden Property Trust | -0.2% | -40.32% | 減碼 |
| 45 | BEPC | Brookfield Renewable Corporation | -0.3% | EXIT | 清倉 |
| 46 | TU | Telus CORP | -0.3% | +0.99% | 加碼 |
| 47 | TRP | Tc Energy CORP | -0.4% | -13.49% | 減碼 |
| 48 | GRT-UCAD | Granite Real Estate Investme | -0.4% | -27.30% | 減碼 |
| 49 | BCE | Bce Inc | -0.7% | +17.26% | 加碼 |
| 50 | CM | Can Imperial Bk Of Commerce | -1.5% | -36.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$10.2億，共申報了 73 個公開持股部位。
在 Q4 2024 季度，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 按市值排列的前三大核心持股分別為：RY (8.6%)、TD (7.7%)、TRP (6.0%)。其中最大持股部位 RY 佔據整體投資組合約 8.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BXP
市值: US$287.5萬
本季最大獲利了結 / 清倉標的
BEPC
前期市值: US$235.6萬
在 Q4 2024 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 10 個部位、減碼 36 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BXP。 本季清倉部位包含 BEPC。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。