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: 0002053050
申報總市值
US$5.4億
US$5.4億
180 檔
12.4%
截至 Q1 2025 季度末，Louisbourg Investments Inc. 的美股持倉估值約為 US$5.4億，全數申報部位共有 180 檔。
Q1 2025 的申報記錄反映 Louisbourg Investments Inc. 的板塊替換策略：機構本季推動了 25 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 CNI, IVV, SHOP）占據了總市值的 12.4%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | CNI | Canadian Natl Railway Co | 股票-工業 | 7.65% | -0.05% | +0.71% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.95% | +0.10% | +6.62% | |
| 3 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.84% | +0.47% | -0.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.14% | +5.08% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.34% | -0.17% | -14.19% | |
| 6 | TD | Toronto-dominion Bank | 股票-金融 | 2.01% | +0.02% | -35.77% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 1.98% | +0.09% | -29.13% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.97% | +0.14% | +8.74% | |
| 9 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 1.96% | -0.17% | -30.52% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.88% | +0.25% | +16.18% | |
| 11 | RCI | Rogers Communications Inc-b | 股票-其他 | 1.81% | -0.13% | +0.82% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.74% | +0.02% | — | |
| 13 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.73% | -0.04% | +5.02% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.67% | +0.13% | +7.04% | |
| 15 | LSPD | Lightspeed Commerce Inc | 股票-其他 | 1.63% | -0.03% | +36.19% | |
| 16 | OREUR | Osisko Gold Royalties LTD | 股票-其他 | 1.60% | — | +78.47% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.56% | +0.25% | +7.82% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.51% | +0.05% | +13.67% | |
| 19 | CNQ | Canadian Natural Resources | 股票-能源 | 1.46% | +0.07% | -1.02% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | -0.40% | -15.48% | |
| 21 | NTR | Nutrien LTD | 股票-原物料 | 1.43% | +0.40% | +19.47% | |
| 22 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.41% | -0.77% | -15.65% | |
| 23 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.41% | -0.04% | -15.52% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.39% | +0.18% | +36.65% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.35% | +0.15% | -1.35% | |
| 26 | STN | Stantec Inc | 股票-其他 | 1.34% | +0.01% | +35.48% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.22% | +34.46% | |
| 28 | AYS1 | Sandstorm Gold LTD | 股票-其他 | 1.23% | — | -17.70% | |
| 29 | URI | United Rentals Inc | 股票-工業 | 1.22% | -0.30% | +58.33% | |
| 30 | COP | Conocophillips | 股票-能源 | 1.22% | -0.11% | -1.61% | |
| 31 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 1.21% | +0.12% | -6.47% | |
| 32 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.21% | -0.04% | +14.07% | |
| 33 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.20% | +0.02% | +6.58% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.14% | -0.04% | +15.54% | |
| 35 | J | Jacobs Solutions Inc | 股票-工業 | 1.13% | +0.17% | +39.54% | |
| 36 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.10% | +0.12% | +1113.59% | |
| 37 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 1.05% | +0.99% | -19.45% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.02% | -0.04% | -13.91% | |
| 39 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 1.01% | -0.03% | -4.10% | |
| 40 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.01% | -0.09% | +28.84% | |
| 41 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.95% | +0.21% | +9.67% | |
| 42 | RY | Royal Bank Of Canada | 股票-金融 | 0.92% | +0.18% | -6.02% | |
| 43 | KGC | Kinross Gold CORP | 股票-原物料 | 0.88% | -1.13% | EXIT | |
| 44 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 0.88% | — | — | |
| 45 | IAG | Iamgold CORP | 股票-其他 | 0.85% | -1.13% | EXIT | |
| 46 | SU | Suncor Energy Inc | 股票-能源 | 0.83% | +1.33% | -49.26% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.06% | -21.24% | |
| 48 | OTEX | Open Text CORP | 股票-其他 | 0.77% | — | -3.19% | |
| 49 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.76% | +0.04% | -1.25% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.20% | +24.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PBA | Pembina Pipeline CORP | +1% | +1113.59% | 加碼 |
| 2 | AGI | Alamos Gold Inc-class A | +0.9% | NEW | 新建倉 |
| 3 | OREUR | Osisko Gold Royalties LTD | +0.9% | +78.47% | 加碼 |
| 4 | IAG | Iamgold CORP | +0.8% | NEW | 新建倉 |
| 5 | CAE | Cae Inc | +0.8% | NEW | 新建倉 |
| 6 | STN | Stantec Inc | +0.4% | +35.48% | 加碼 |
| 7 | NTR | Nutrien LTD | +0.4% | +19.47% | 加碼 |
| 8 | URI | United Rentals Inc | +0.4% | +58.33% | 加碼 |
| 9 | DSGX | Descartes Systems Grp/the | +0.4% | +260.22% | 加碼 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | 不變 |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +7.04% | 加碼 |
| 12 | WTW | Willis Towers Watson Public Limited Company | +0.3% | +14.07% | 加碼 |
| 13 | WPM | Wheaton Precious Metals CORP | +0.2% | -15.65% | 減碼 |
| 14 | J | Jacobs Solutions Inc | +0.2% | +39.54% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +36.65% | 加碼 |
| 16 | KGC | Kinross Gold CORP | +0.2% | -9.06% | 減碼 |
| 17 | KKR | Kkr & Co Inc | +0.2% | +104.48% | 加碼 |
| 18 | DCBO | Docebo Inc | +0.2% | +110.26% | 加碼 |
| 19 | AYS1 | Sandstorm Gold LTD | +0.2% | -17.70% | 減碼 |
| 20 | GFR | Greenfire Resources LTD | +0.1% | +46.75% | 加碼 |
| 21 | ENTG | Entegris Inc | +0.1% | +45.37% | 加碼 |
| 22 | SAP | Sap Se-sponsored Adr | +0.1% | +35.71% | 加碼 |
| 23 | CNI | Canadian Natl Railway Co | — | +0.71% | 加碼 |
| 24 | RY | Royal Bank Of Canada | -0.1% | -6.02% | 減碼 |
| 25 | OTEX | Open Text CORP | -0.1% | -3.19% | 減碼 |
| 26 | CRM | Salesforce Inc | -0.1% | +13.67% | 加碼 |
| 27 | TRI4EUR | Thomson Reuters CORP | -0.1% | -36.59% | 減碼 |
| 28 | MSFT | Microsoft CORP | -0.1% | +5.08% | 加碼 |
| 29 | V | Visa Inc-class A Shares | -0.1% | -21.24% | 減碼 |
| 30 | CNP | Centerpoint Energy Inc | -0.1% | -26.60% | 減碼 |
| 31 | GIB | Cgi Inc | -0.1% | -15.28% | 減碼 |
| 32 | CIGI | Colliers Intl Gr-subord Vot | -0.1% | -4.10% | 減碼 |
| 33 | RCI | Rogers Communications Inc-b | -0.2% | +0.82% | 加碼 |
| 34 | GOOG | Alphabet Inc-cl C | -0.2% | +8.74% | 加碼 |
| 35 | TAC | Transalta CORP | -0.2% | +9.78% | 加碼 |
| 36 | CLS | Celestica Inc | -0.2% | -19.00% | 減碼 |
| 37 | SHOP | Shopify Inc - Class A | -0.2% | -0.45% | 減碼 |
| 38 | CP | Canadian Pacific Kansas City | -0.3% | -30.33% | 減碼 |
| 39 | FTS | Fortis Inc | -0.3% | -42.40% | 減碼 |
| 40 | TECK | Teck Resources Ltd-cls B | -0.4% | -19.45% | 減碼 |
| 41 | DEO | Diageo Plc-sponsored Adr | -0.4% | EXIT | 清倉 |
| 42 | LSPD | Lightspeed Commerce Inc | -0.4% | +36.19% | 加碼 |
| 43 | SU | Suncor Energy Inc | -0.6% | -49.26% | 減碼 |
| 44 | BNS | Bank Of Nova Scotia | -0.6% | -14.19% | 減碼 |
| 45 | TD | Toronto-dominion Bank | -0.7% | -35.77% | 減碼 |
| 46 | AEM | Agnico Eagle Mines LTD | -0.7% | EXIT | 清倉 |
| 47 | LDOS | Leidos Holdings Inc | -0.7% | -93.75% | 減碼 |
| 48 | GIL | Gildan Activewear Inc | -0.9% | -30.52% | 減碼 |
| 49 | BN | Brookfield CORP | -1% | -29.13% | 減碼 |
| 50 | RSP | Invesco S&p 500 Equal Weight | -1.3% | -62.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Louisbourg Investments Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$5.4億，共申報了 180 個公開持股部位。
在 Q1 2025 季度，Louisbourg Investments Inc. 按市值排列的前三大核心持股分別為：CNI (7.7%)、IVV (3.0%)、SHOP (2.8%)。其中最大持股部位 CNI 佔據整體投資組合約 7.7% 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
AGI
市值: US$322.3萬
本季最大獲利了結 / 清倉標的
AEM
前期市值: US$255.7萬
在 Q1 2025 季度中，Louisbourg Investments Inc. 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AGI。 本季清倉部位包含 AEM。
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。