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: 0000919859
申報總市值
US$999.6億
US$999.6億
1574 檔
10.5%
Mackenzie Financial CORP 在 Q3 2024 季度的美股部位總計估值為 US$999.6億，分散於 1574 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024 期間，Mackenzie Financial CORP 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 RY, MSFT, SPY）累計市值佔比達 10.5%，是驅動 Mackenzie Financial CORP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1574 檔）
| # | 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 | 4.27% | +1.70% | -2.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.28% | -3.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.48% | -0.09% | +1.35% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.46% | -0.36% | +12.07% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 2.33% | +1.25% | +1.93% | |
| 6 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.79% | +0.62% | +9.71% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.46% | +0.43% | -3.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | -0.01% | -20.79% | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 1.39% | -0.08% | +0.33% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.14% | +10.74% | |
| 11 | BMO | Bank Of Montreal | 股票-金融 | 1.33% | +0.75% | -7.28% | |
| 12 | BN | Brookfield CORP | 股票-金融 | 1.29% | +0.42% | -1.32% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.28% | +0.06% | -2.14% | |
| 14 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.16% | +0.35% | +1.09% | |
| 15 | SLF | Sun Life Financial Inc | 股票-金融 | 1.07% | +0.24% | -9.67% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 1.05% | +0.30% | -9.71% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.05% | -0.16% | +4.40% | |
| 18 | WCN | Waste Connections Inc | 股票-工業 | 1.04% | -0.95% | +26.46% | |
| 19 | MFC | Manulife Financial CORP | 股票-金融 | 1.00% | +0.46% | -4.39% | |
| 20 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.97% | -0.18% | -2.83% | |
| 21 | TRP | Tc Energy CORP | 股票-能源 | 0.95% | +0.19% | -6.81% | |
| 22 | STN | Stantec Inc | 股票-其他 | 0.94% | -0.23% | -5.36% | |
| 23 | TU | Telus CORP | 股票-其他 | 0.94% | -0.07% | -4.31% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 0.89% | -0.03% | +2.38% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.88% | -0.16% | -18.76% | |
| 26 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.87% | -0.03% | -2.64% | |
| 27 | LIN | Linde plc | 股票-原物料 | 0.86% | -0.14% | +0.88% | |
| 28 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.85% | -0.19% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.01% | -1.43% | |
| 30 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.83% | -1.42% | +17.27% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.10% | +2.71% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.79% | +0.04% | +67.39% | |
| 33 | GIB | Cgi Inc | 股票-科技 | 0.78% | -0.01% | -5.19% | |
| 34 | AON | Aon plc | 股票-金融 | 0.78% | -0.03% | -15.89% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.26% | -2.67% | |
| 36 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.72% | +0.03% | +10.67% | |
| 37 | SU | Suncor Energy Inc | 股票-能源 | 0.71% | -0.04% | -8.00% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.10% | -44.45% | |
| 39 | CAE | Cae Inc | 股票-其他 | 0.66% | -0.09% | -8.41% | |
| 40 | TT | Trane Technologies plc | 股票-工業 | 0.64% | -0.05% | +9.24% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | -0.11% | +0.91% | |
| 42 | MSI | Motorola Solutions Inc | 股票-科技 | 0.62% | -0.24% | +5.39% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | -0.11% | +14.97% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.60% | +0.02% | -6.29% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | +0.10% | +695.01% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | -0.15% | +241.60% | |
| 47 | IT | Gartner Inc | 股票-科技 | 0.58% | -0.04% | +4.85% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.57% | -0.16% | +205.16% | |
| 49 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.56% | +0.02% | -6.06% | |
| 50 | NTR | Nutrien LTD | 股票-原物料 | 0.55% | -0.70% | -38.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | +0.4% | +241.60% | 加碼 |
| 2 | MA | Mastercard Inc - A | +0.4% | +205.16% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | +12.07% | 加碼 |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.3% | +67.39% | 加碼 |
| 5 | ALC | Alcon Inc. | +0.3% | +143.40% | 加碼 |
| 6 | RY | Royal Bank Of Canada | +0.3% | -2.22% | 減碼 |
| 7 | TD | Toronto-dominion Bank | +0.2% | +1.93% | 加碼 |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | +17.27% | 加碼 |
| 9 | BN | Brookfield CORP | +0.2% | -1.32% | 減碼 |
| 10 | FERG | Ferguson Enterprises Inc | +0.2% | NEW | 新建倉 |
| 11 | CP | Canadian Pacific Kansas City | +0.2% | +9.71% | 加碼 |
| 12 | WCN | Waste Connections Inc | +0.2% | +26.46% | 加碼 |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +28.96% | 加碼 |
| 14 | BNS | Bank Of Nova Scotia | +0.1% | +1.09% | 加碼 |
| 15 | EXK | Exact Sciences CORP | +0.1% | +12084.24% | 加碼 |
| 16 | SPGI | S&p Global Inc | +0.1% | +4.40% | 加碼 |
| 17 | BAM | Brookfield Asset Mgmt-a | +0.1% | -2.64% | 減碼 |
| 18 | TT | Trane Technologies plc | +0.1% | +9.24% | 加碼 |
| 19 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +26.70% | 加碼 |
| 20 | AEM | Agnico Eagle Mines LTD | +0.1% | -2.83% | 減碼 |
| 21 | PM | Philip Morris International | +0.1% | +9.30% | 加碼 |
| 22 | DUK | Duke Energy CORP | +0.1% | +23.97% | 加碼 |
| 23 | PBA | Pembina Pipeline CORP | +0.1% | +10.67% | 加碼 |
| 24 | CME | Cme Group Inc | +0.1% | +24.95% | 加碼 |
| 25 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 26 | ES | Eversource Energy | +0.1% | +3107.04% | 加碼 |
| 27 | TRP | Tc Energy CORP | +0.1% | -6.81% | 減碼 |
| 28 | MSI | Motorola Solutions Inc | +0.1% | +5.39% | 加碼 |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +14.97% | 加碼 |
| 30 | AMT | American Tower CORP | +0.1% | +24.73% | 加碼 |
| 31 | META | Meta Platforms Inc-class A | +0.1% | +2.71% | 加碼 |
| 32 | IT | Gartner Inc | +0.1% | +4.85% | 加碼 |
| 33 | ABX | Barrick Gold CORP | +0.1% | +3.32% | 加碼 |
| 34 | GIL | Gildan Activewear Inc | +0.1% | +21.12% | 加碼 |
| 35 | ABBV | Abbvie Inc | +0.1% | +0.91% | 加碼 |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | +1.20% | 加碼 |
| 37 | CM | Can Imperial Bk Of Commerce | +0.1% | -5.50% | 減碼 |
| 38 | ABT | Abbott Laboratories | +0.1% | +21.04% | 加碼 |
| 39 | ADP | Automatic Data Processing | +0.1% | +11.14% | 加碼 |
| 40 | BX | Blackstone Inc | +0.1% | +6.89% | 加碼 |
| 41 | SO | Southern Co/the | +0.1% | +133.84% | 加碼 |
| 42 | NOC | Northrop Grumman CORP | +0.1% | +25.56% | 加碼 |
| 43 | NOW | Servicenow Inc | +0.1% | +33.37% | 加碼 |
| 44 | OREUR | Osisko Gold Royalties LTD | +0.1% | +86.72% | 加碼 |
| 45 | MRSH | Marsh & Mclennan Cos | +0.1% | +34.11% | 加碼 |
| 46 | JKHY | Jack Henry & Associates Inc | +0.1% | +34.82% | 加碼 |
| 47 | NARIUSD | Inari Medical Inc | +0.1% | NEW | 新建倉 |
| 48 | KO | Coca-cola Co/the | 0% | +5.03% | 加碼 |
| 49 | CRH | CRH plc | 0% | -3.44% | 減碼 |
| 50 | T | At&t Inc | 0% | +49.80% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mackenzie Financial CORP 在 Q3 2024 季度的美股持倉總市值約為 US$999.6億，共申報了 1574 個公開持股部位。
在 Q3 2024 季度，Mackenzie Financial CORP 按市值排列的前三大核心持股分別為：RY (4.3%)、MSFT (3.1%)、SPY (2.5%)。其中最大持股部位 RY 佔據整體投資組合約 4.3% 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
FERG
市值: US$1.4億
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$1.5億
在 Q3 2024 季度中，Mackenzie Financial CORP 共進行了 200 項持倉異動，包含新建倉 5 個部位、加碼 102 個部位、減碼 90 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 FERG。
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。