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
1659 檔
10.1%
在 Q1 2025 申報期間，Mackenzie Financial CORP（CIK: 0000919859）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$999.6億，共持有 1659 個公開申報部位。
從 Q1 2025 申報觀察，Mackenzie Financial CORP 採取防禦導向的調倉策略，本季減碼 105 檔個股並出清 7 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 RY, MSFT, AAPL）累計市值佔比達 10.1%，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 1659 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 | 3.72% | +1.70% | -0.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.28% | -4.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.76% | -0.36% | -2.80% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.55% | -0.09% | -5.85% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 2.49% | +1.25% | +4.51% | |
| 6 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.63% | +0.62% | +6.51% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.49% | +0.06% | -12.54% | |
| 8 | CNQ | Canadian Natural Resources | 股票-能源 | 1.45% | -0.08% | +4.81% | |
| 9 | BMO | Bank Of Montreal | 股票-金融 | 1.38% | +0.75% | -16.75% | |
| 10 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.33% | -0.18% | -0.47% | |
| 11 | WCN | Waste Connections Inc | 股票-工業 | 1.27% | -0.95% | +5.80% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | -0.01% | -0.83% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.14% | -12.06% | |
| 14 | BN | Brookfield CORP | 股票-金融 | 1.20% | +0.42% | -4.00% | |
| 15 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.19% | +0.43% | +6.27% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.17% | -1.42% | +19.75% | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 1.15% | +0.30% | -3.07% | |
| 18 | MFC | Manulife Financial CORP | 股票-金融 | 1.09% | +0.46% | +0.22% | |
| 19 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.02% | +0.35% | +2.53% | |
| 20 | SLF | Sun Life Financial Inc | 股票-金融 | 0.98% | +0.24% | -6.53% | |
| 21 | ROP | Roper Technologies Inc | 股票-科技 | 0.97% | -0.03% | -0.59% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.10% | -11.90% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +0.01% | -1.75% | |
| 24 | TRP | Tc Energy CORP | 股票-能源 | 0.89% | +0.19% | +7.69% | |
| 25 | SU | Suncor Energy Inc | 股票-能源 | 0.85% | -0.04% | +18.59% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 0.83% | -0.16% | -0.89% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.10% | -4.68% | |
| 28 | STN | Stantec Inc | 股票-其他 | 0.82% | -0.23% | -2.84% | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 0.81% | -0.04% | +7.27% | |
| 30 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.80% | -0.19% | EXIT | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.26% | +8.95% | |
| 32 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.77% | -0.03% | -6.04% | |
| 33 | AON | Aon plc | 股票-金融 | 0.76% | -0.03% | -10.84% | |
| 34 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.76% | +0.03% | -4.41% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.11% | +2.56% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 0.74% | -0.15% | -1.47% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.16% | -15.39% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.69% | -0.02% | +128.07% | |
| 39 | GIB | Cgi Inc | 股票-科技 | 0.67% | -0.01% | +0.88% | |
| 40 | TU | Telus CORP | 股票-其他 | 0.67% | -0.07% | -32.93% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | -0.11% | +0.20% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.61% | -0.14% | -12.63% | |
| 43 | WMB | Williams Cos Inc | 股票-能源 | 0.58% | -0.09% | -7.07% | |
| 44 | MSI | Motorola Solutions Inc | 股票-科技 | 0.57% | -0.24% | -10.23% | |
| 45 | CAE | Cae Inc | 股票-其他 | 0.56% | -0.09% | -0.62% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.56% | +0.04% | -13.11% | |
| 47 | NTR | Nutrien LTD | 股票-原物料 | 0.55% | -0.70% | +0.70% | |
| 48 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.55% | -0.02% | -21.90% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.10% | -15.87% | |
| 50 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.53% | +0.62% | -3.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | +0.5% | +4.51% | 加碼 |
| 2 | ZTS | Zoetis Inc | +0.4% | +4158.27% | 加碼 |
| 3 | ADP | Automatic Data Processing | +0.4% | +128.07% | 加碼 |
| 4 | AEM | Agnico Eagle Mines LTD | +0.4% | -0.47% | 減碼 |
| 5 | GILD | Gilead Sciences Inc | +0.3% | +345.72% | 加碼 |
| 6 | PM | Philip Morris International | +0.3% | +7.27% | 加碼 |
| 7 | WCN | Waste Connections Inc | +0.3% | +5.80% | 加碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +134.28% | 加碼 |
| 9 | MDT | Medtronic plc | +0.2% | +220.86% | 加碼 |
| 10 | SU | Suncor Energy Inc | +0.2% | +18.59% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +8.95% | 加碼 |
| 12 | FNV | Franco-nevada CORP | +0.2% | +16.00% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.2% | +2.56% | 加碼 |
| 14 | T | At&t Inc | +0.1% | +28.25% | 加碼 |
| 15 | ROP | Roper Technologies Inc | +0.1% | -0.59% | 減碼 |
| 16 | KO | Coca-cola Co/the | +0.1% | +26.19% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +99.06% | 加碼 |
| 18 | CVE | Cenovus Energy Inc | +0.1% | +56.52% | 加碼 |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | +19.75% | 加碼 |
| 20 | CNQ | Canadian Natural Resources | +0.1% | +4.81% | 加碼 |
| 21 | CP | Canadian Pacific Kansas City | +0.1% | +6.51% | 加碼 |
| 22 | EMR | Emerson Electric Co | +0.1% | +1053.84% | 加碼 |
| 23 | HD | Home Depot Inc | +0.1% | +34.76% | 加碼 |
| 24 | ABX | Barrick Gold CORP | +0.1% | +1.94% | 加碼 |
| 25 | TRP | Tc Energy CORP | +0.1% | +7.69% | 加碼 |
| 26 | SYY | Sysco CORP | +0.1% | +1940.09% | 加碼 |
| 27 | ALGN | Align Technology Inc | +0.1% | +4217.31% | 加碼 |
| 28 | CGNX | Cognex CORP | +0.1% | +126.15% | 加碼 |
| 29 | QSR | Restaurant Brands Intern | +0.1% | +17.11% | 加碼 |
| 30 | A | Agilent Technologies Inc | +0.1% | +141.49% | 加碼 |
| 31 | MS | Morgan Stanley | +0.1% | +59.02% | 加碼 |
| 32 | WPM | Wheaton Precious Metals CORP | +0.1% | -7.44% | 減碼 |
| 33 | CVX | Chevron CORP | +0.1% | +17.69% | 加碼 |
| 34 | CME | Cme Group Inc | +0.1% | +1.51% | 加碼 |
| 35 | V | Visa Inc-class A Shares | +0.1% | -4.68% | 減碼 |
| 36 | VRSN | Verisign Inc | +0.1% | +23.50% | 加碼 |
| 37 | OREUR | Osisko Gold Royalties LTD | +0.1% | +52.19% | 加碼 |
| 38 | AGI | Alamos Gold Inc-class A | +0.1% | -7.93% | 減碼 |
| 39 | ROL | Rollins Inc | +0.1% | +3564.19% | 加碼 |
| 40 | NTR | Nutrien LTD | +0.1% | +0.70% | 加碼 |
| 41 | CNI | Canadian Natl Railway Co | +0.1% | +6.27% | 加碼 |
| 42 | KGC | Kinross Gold CORP | +0.1% | -4.12% | 減碼 |
| 43 | MSM | Msc Industrial Direct Co-a | +0.1% | +6108.10% | 加碼 |
| 44 | XOM | Exxon Mobil CORP | +0.1% | -1.34% | 減碼 |
| 45 | PBA | Pembina Pipeline CORP | +0.1% | -4.41% | 減碼 |
| 46 | STN | Stantec Inc | +0.1% | -2.84% | 減碼 |
| 47 | NFG | National Fuel Gas Co | +0.1% | +98.88% | 加碼 |
| 48 | ALL | Allstate CORP | +0.1% | +41.91% | 加碼 |
| 49 | RSG | Republic Services Inc | +0.1% | +25.59% | 加碼 |
| 50 | MO | Altria Group Inc | +0.1% | +10.37% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mackenzie Financial CORP 在 Q1 2025 季度的美股持倉總市值約為 US$999.6億，共申報了 1659 個公開持股部位。
在 Q1 2025 季度，Mackenzie Financial CORP 按市值排列的前三大核心持股分別為：RY (3.7%)、MSFT (2.9%)、AAPL (2.8%)。其中最大持股部位 RY 佔據整體投資組合約 3.7% 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
HEI
市值: US$4094.9萬
本季最大獲利了結 / 清倉標的
RYAAY
前期市值: US$7937.7萬
在 Q1 2025 季度中，Mackenzie Financial CORP 共進行了 200 項持倉異動，包含新建倉 1 個部位、加碼 87 個部位、減碼 105 個部位以及清倉 7 個部位。 其中最大新建倉標的為 HEI。 本季清倉部位包含 RYAAY。
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。