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
200 檔
14.4%
Q2 2025 季度申報顯示，Louisbourg Investments Inc. 揭露的美股組合總市值為 US$5.4億，涵蓋 200 個不同之權益投資部位。
觀察 Q2 2025 的申報異動，Louisbourg Investments Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 30 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 CNI, MSFT, SHOP）占據了總市值的 14.4%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
OR
市值: US$894.9萬
本季最大獲利了結 / 清倉標的
OREUR
前期市值: US$590.6萬
| # | 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 | 7.17% | -0.05% | +1.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.14% | +0.16% | |
| 3 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.94% | +0.47% | -1.31% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.83% | +0.10% | +0.21% | |
| 5 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 2.45% | -0.77% | +72.92% | |
| 6 | RCI | Rogers Communications Inc-b | 股票-其他 | 2.16% | -0.13% | +24.74% | |
| 7 | OR | Or Royalties Inc | 股票-其他 | 2.11% | -0.60% | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.09% | +0.25% | -8.06% | |
| 9 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 1.86% | -0.03% | +96.60% | |
| 10 | BN | Brookfield CORP | 股票-金融 | 1.79% | +0.09% | -11.62% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.75% | +0.14% | -13.91% | |
| 12 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 1.68% | -0.17% | -10.68% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.66% | +0.13% | +4.06% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.65% | +0.18% | +16.04% | |
| 15 | NTR | Nutrien LTD | 股票-原物料 | 1.62% | +0.40% | +11.39% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.58% | +0.25% | +5.21% | |
| 17 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.55% | -0.04% | +35.83% | |
| 18 | LSPD | Lightspeed Commerce Inc | 股票-其他 | 1.53% | -0.03% | -19.26% | |
| 19 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.53% | -0.17% | -35.47% | |
| 20 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.51% | +0.12% | +70.21% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | +0.15% | -3.34% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.50% | +0.05% | +10.62% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.22% | -23.97% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.37% | +0.02% | — | |
| 25 | CNQ | Canadian Natural Resources | 股票-能源 | 1.34% | +0.07% | +4.22% | |
| 26 | TD | Toronto-dominion Bank | 股票-金融 | 1.28% | +0.02% | -40.03% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.25% | -0.04% | +12.45% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.23% | -0.40% | +4.45% | |
| 29 | URI | United Rentals Inc | 股票-工業 | 1.20% | -0.30% | -9.28% | |
| 30 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.17% | +0.02% | +7.50% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.17% | -0.04% | -9.93% | |
| 32 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 1.16% | +0.12% | +11.16% | |
| 33 | J | Jacobs Solutions Inc | 股票-工業 | 1.11% | +0.17% | — | |
| 34 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.05% | -0.09% | +15.91% | |
| 35 | GIB | Cgi Inc | 股票-科技 | 1.05% | -0.41% | +142.28% | |
| 36 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.99% | -0.04% | — | |
| 37 | CLS | Celestica Inc | 股票-科技 | 0.99% | — | +3.46% | |
| 38 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.93% | +0.99% | -7.49% | |
| 39 | AYS1 | Sandstorm Gold LTD | 股票-其他 | 0.93% | — | -29.70% | |
| 40 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.91% | +0.21% | — | |
| 41 | RY | Royal Bank Of Canada | 股票-金融 | 0.88% | +0.18% | -5.82% | |
| 42 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.83% | +0.04% | -8.08% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.20% | +28.22% | |
| 44 | FTS | Fortis Inc | 股票-公用事業 | 0.81% | +0.06% | +47.16% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.04% | -13.28% | |
| 46 | NGDN | New Gold Inc | 股票-其他 | 0.80% | — | — | |
| 47 | COP | Conocophillips | 股票-能源 | 0.80% | -0.11% | -11.62% | |
| 48 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.79% | -0.02% | +80.89% | |
| 49 | IAG | Iamgold CORP | 股票-其他 | 0.79% | -1.13% | EXIT | |
| 50 | KGC | Kinross Gold CORP | 股票-原物料 | 0.78% | -1.13% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OR | Or Royalties Inc | +2.1% | NEW | 新建倉 |
| 2 | WPM | Wheaton Precious Metals CORP | +1% | +72.92% | 加碼 |
| 3 | CIGI | Colliers Intl Gr-subord Vot | +0.9% | +96.60% | 加碼 |
| 4 | NGDN | New Gold Inc | +0.8% | NEW | 新建倉 |
| 5 | ATS | Ats CORP | +0.8% | NEW | 新建倉 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.7% | NEW | 新建倉 |
| 7 | FNV | Franco-nevada CORP | +0.7% | NEW | 新建倉 |
| 8 | ORLA | Orla Mining LTD | +0.7% | NEW | 新建倉 |
| 9 | ALLE | Allegion plc | +0.6% | NEW | 新建倉 |
| 10 | GIB | Cgi Inc | +0.6% | +142.28% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.5% | +0.16% | 加碼 |
| 12 | CLS | Celestica Inc | +0.4% | +3.46% | 加碼 |
| 13 | PBA | Pembina Pipeline CORP | +0.4% | +70.21% | 加碼 |
| 14 | CSGP | Costar Group Inc | +0.4% | NEW | 新建倉 |
| 15 | RCI | Rogers Communications Inc-b | +0.4% | +24.74% | 加碼 |
| 16 | DSGX | Descartes Systems Grp/the | +0.3% | +80.89% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.3% | +16.04% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.06% | 減碼 |
| 19 | FTS | Fortis Inc | +0.2% | +47.16% | 加碼 |
| 20 | NTR | Nutrien LTD | +0.2% | +11.39% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.2% | -23.97% | 減碼 |
| 22 | ROST | Ross Stores Inc | +0.2% | +54.18% | 加碼 |
| 23 | KKR | Kkr & Co Inc | +0.2% | +32.22% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | +0.2% | -3.34% | 減碼 |
| 25 | DCBO | Docebo Inc | +0.2% | +45.65% | 加碼 |
| 26 | SHOP | Shopify Inc - Class A | +0.1% | -1.31% | 減碼 |
| 27 | DLTR | Dollar Tree Inc | +0.1% | -8.08% | 減碼 |
| 28 | ACN | Accenture plc | +0.1% | +28.22% | 加碼 |
| 29 | A | Agilent Technologies Inc | 0% | +15.91% | 加碼 |
| 30 | DIS | Walt Disney Co/the | 0% | -9.93% | 減碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +5.21% | 加碼 |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.06% | 加碼 |
| 33 | CRM | Salesforce Inc | 0% | +10.62% | 加碼 |
| 34 | URI | United Rentals Inc | 0% | -9.28% | 減碼 |
| 35 | CTSH | Cognizant Tech Solutions-a | 0% | +7.50% | 加碼 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.21% | 加碼 |
| 37 | GS | Goldman Sachs Group Inc | -0.2% | -67.19% | 減碼 |
| 38 | CNP | Centerpoint Energy Inc | -0.3% | -30.94% | 減碼 |
| 39 | AYS1 | Sandstorm Gold LTD | -0.3% | -29.70% | 減碼 |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | 不變 |
| 41 | COP | Conocophillips | -0.4% | -11.62% | 減碼 |
| 42 | CNI | Canadian Natl Railway Co | -0.5% | +1.14% | 加碼 |
| 43 | BAM | Brookfield Asset Mgmt-a | -0.6% | -97.20% | 減碼 |
| 44 | TAC | Transalta CORP | -0.7% | EXIT | 清倉 |
| 45 | STN | Stantec Inc | -0.7% | -56.50% | 減碼 |
| 46 | TD | Toronto-dominion Bank | -0.7% | -40.03% | 減碼 |
| 47 | CAE | Cae Inc | -0.8% | EXIT | 清倉 |
| 48 | BNS | Bank Of Nova Scotia | -0.8% | -35.47% | 減碼 |
| 49 | AGI | Alamos Gold Inc-class A | -0.9% | EXIT | 清倉 |
| 50 | OREUR | Osisko Gold Royalties LTD | -1.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Louisbourg Investments Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$5.4億，共申報了 200 個公開持股部位。
在 Q2 2025 季度，Louisbourg Investments Inc. 按市值排列的前三大核心持股分別為：CNI (7.2%)、MSFT (3.0%)、SHOP (2.9%)。其中最大持股部位 CNI 佔據整體投資組合約 7.2% 的權重。
在 Q2 2025 季度中，Louisbourg Investments Inc. 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 22 個部位、減碼 15 個部位以及清倉 4 個部位。 其中最大新建倉標的為 OR。 本季清倉部位包含 OREUR。
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。
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。
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。