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
70 檔
26.9%
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q1 2026 季度的美股部位總計估值為 US$10.2億，分散於 70 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在獲利結算 3 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
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 26.9%，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 | 7.12% | +2.09% | -4.68% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 6.97% | +1.95% | -16.75% | |
| 3 | TRP | Tc Energy CORP | 股票-能源 | 5.20% | +0.39% | -3.26% | |
| 4 | BCE | Bce Inc | 股票-通訊服務 | 5.03% | -0.69% | -2.20% | |
| 5 | PBA | Pembina Pipeline CORP | 股票-能源 | 4.84% | -4.84% | EXIT | |
| 6 | CNI | Canadian Natl Railway Co | 股票-工業 | 4.50% | +0.88% | -3.54% | |
| 7 | BNS | Bank Of Nova Scotia | 股票-金融 | 4.33% | +1.22% | -13.96% | |
| 8 | CNQ | Canadian Natural Resources | 股票-能源 | 3.68% | -0.61% | +3.49% | |
| 9 | SU | Suncor Energy Inc | 股票-能源 | 3.67% | -0.61% | -4.32% | |
| 10 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 3.63% | -0.02% | -2.94% | |
| 11 | NTR | Nutrien LTD | 股票-原物料 | 3.55% | -0.74% | -16.17% | |
| 12 | BN | Brookfield CORP | 股票-金融 | 3.01% | -0.40% | -9.93% | |
| 13 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.01% | +0.52% | -10.90% | |
| 14 | TU | Telus CORP | 股票-其他 | 2.92% | -0.05% | +15.45% | |
| 15 | GIB | Cgi Inc | 股票-科技 | 2.74% | +1.02% | +598.02% | |
| 16 | MFC | Manulife Financial CORP | 股票-金融 | 2.57% | +0.14% | -0.91% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 2.49% | +0.88% | -0.93% | |
| 18 | MGA | Magna International Inc | 股票-循環性消費 | 2.37% | +0.07% | -38.84% | |
| 19 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 2.02% | +0.02% | -0.50% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.20% | -0.49% | +3.11% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | -0.39% | +2.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.15% | +5.50% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.99% | -0.54% | -23.00% | |
| 24 | FSV | Firstservice CORP | 股票-其他 | 0.97% | +0.36% | +37.89% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.91% | -0.15% | +15.30% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.06% | +29.46% | |
| 27 | USB | US Bancorp | 股票-金融 | 0.77% | +0.05% | +4.67% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 0.76% | — | +5.05% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.75% | +0.08% | +28.27% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.11% | — | |
| 31 | J | Jacobs Solutions Inc | 股票-工業 | 0.72% | +0.17% | +5.45% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | +0.06% | +4.92% | |
| 33 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.67% | -0.67% | EXIT | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | +0.27% | +72.19% | |
| 35 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.61% | +0.11% | +28.67% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.61% | +0.04% | +4.86% | |
| 37 | EOG | Eog Resources Inc | 股票-能源 | 0.60% | -0.10% | -4.36% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.10% | +5.02% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.02% | +4.32% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.07% | +4.73% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.54% | -0.31% | +8.84% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.51% | -0.01% | +7.79% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.07% | +7.03% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.49% | -0.47% | -41.59% | |
| 45 | RMR | Rmr Group Inc/the - A | 股票-其他 | 0.48% | +0.10% | — | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | +0.09% | +5.41% | |
| 47 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.42% | +0.03% | -6.83% | |
| 48 | TRNO | Terreno Realty CORP | 股票-房地產 | 0.42% | -0.02% | +2.16% | |
| 49 | EQIX | Equinix Inc | 股票-房地產 | 0.41% | — | +4.50% | |
| 50 | ✓ | Sanofi SA | 股票-其他 | 0.40% | -0.08% | +7.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GIB | Cgi Inc | +2.2% | +598.02% | 加碼 |
| 2 | CNQ | Canadian Natural Resources | +1% | +3.49% | 加碼 |
| 3 | SU | Suncor Energy Inc | +0.9% | -4.32% | 減碼 |
| 4 | PBA | Pembina Pipeline CORP | +0.9% | +11.78% | 加碼 |
| 5 | PFE | Pfizer Inc | +0.4% | +3.11% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +72.19% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +2.32% | 加碼 |
| 8 | BEP | Brookfield Renewable Partners L.P. | +0.2% | -0.50% | 減碼 |
| 9 | EOG | Eog Resources Inc | +0.2% | -4.36% | 減碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +28.27% | 加碼 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +4.73% | 加碼 |
| 12 | WMT | Walmart Inc | +0.2% | +5.02% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.50% | 加碼 |
| 14 | DEO | Diageo Plc-sponsored Adr | +0.2% | +15.30% | 加碼 |
| 15 | AMT | American Tower CORP | +0.2% | +5.05% | 加碼 |
| 16 | USB | US Bancorp | +0.2% | +4.67% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.2% | +29.46% | 加碼 |
| 18 | EQIX | Equinix Inc | +0.2% | +4.50% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.2% | -23.00% | 減碼 |
| 20 | J | Jacobs Solutions Inc | +0.2% | +5.45% | 加碼 |
| 21 | TTEN | Totalenergies Se -spon Adr | +0.1% | +7.48% | 加碼 |
| 22 | TU | Telus CORP | +0.1% | +15.45% | 加碼 |
| 23 | FSV | Firstservice CORP | +0.1% | +37.89% | 加碼 |
| 24 | C | Citigroup Inc | +0.1% | +7.79% | 加碼 |
| 25 | TJX | Tjx Companies Inc | +0.1% | +6.46% | 加碼 |
| 26 | TRNO | Terreno Realty CORP | +0.1% | +2.16% | 加碼 |
| 27 | RMR | Rmr Group Inc/the - A | +0.1% | — | 不變 |
| 28 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +4.86% | 加碼 |
| 29 | TRP | Tc Energy CORP | +0.1% | -3.26% | 減碼 |
| 30 | BAC | Bank Of America CORP | +0.1% | +4.92% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +4.32% | 加碼 |
| 32 | ✓ | Sanofi SA | +0.1% | +7.01% | 加碼 |
| 33 | MS | Morgan Stanley | +0.1% | +7.03% | 加碼 |
| 34 | HD | Home Depot Inc | +0.1% | +5.41% | 加碼 |
| 35 | SHEL | Shell Plc-adr | +0.1% | -18.46% | 減碼 |
| 36 | FRT | Federal Realty Invs Trust | +0.1% | -6.83% | 減碼 |
| 37 | WELL | Welltower Inc | +0.1% | -6.76% | 減碼 |
| 38 | GNTX | Gentex CORP | +0.1% | +5.51% | 加碼 |
| 39 | GLW | Corning Inc | +0.1% | -41.59% | 減碼 |
| 40 | TSCO | Tractor Supply Company | +0.1% | +8.19% | 加碼 |
| 41 | GSK | Gsk Plc-spon Adr | 0% | -42.14% | 減碼 |
| 42 | JNJ | Johnson & Johnson | 0% | -19.16% | 減碼 |
| 43 | AHR | American Healthcare Reit Inc | 0% | -6.80% | 減碼 |
| 44 | SPG | Simon Property Group Inc | 0% | -6.67% | 減碼 |
| 45 | SUI | Sun Communities Inc | 0% | -6.79% | 減碼 |
| 46 | DIS | Walt Disney Co/the | 0% | -6.75% | 減碼 |
| 47 | AVB | Avalonbay Communities Inc | 0% | -19.68% | 減碼 |
| 48 | EXR | Extra Space Storage Inc | 0% | -25.99% | 減碼 |
| 49 | BXP | Bxp Inc | 0% | -22.44% | 減碼 |
| 50 | SAP | Sap Se-sponsored Adr | 0% | +8.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$10.2億，共申報了 70 個公開持股部位。
在 Q1 2026 季度，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 按市值排列的前三大核心持股分別為：RY (7.1%)、TD (7.0%)、TRP (5.2%)。其中最大持股部位 RY 佔據整體投資組合約 7.1% 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
V
市值: US$701.6萬
本季最大獲利了結 / 清倉標的
LEN
前期市值: US$718.7萬
在 Q1 2026 季度中，MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 共進行了 72 項持倉異動，包含新建倉 2 個部位、加碼 32 個部位、減碼 35 個部位以及清倉 3 個部位。 其中最大新建倉標的為 V。 本季清倉部位包含 LEN。
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。