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
1420 檔
12.6%
根據最新整理的 13F 季度數據集，Mackenzie Financial CORP 於 Q1 2026 結束時的管理資產規模為 US$999.6億。該機構在本季度申報了 1420 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Mackenzie Financial CORP 的板塊替換策略：機構本季推動了 100 筆增持與 100 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 RY, NVDA, AAPL）占據了總市值的 12.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1420 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 | 3.78% | +1.70% | -7.31% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.02% | -0.14% | +8.71% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.93% | -0.36% | +4.65% | |
| 4 | TD | Toronto-dominion Bank | 股票-金融 | 2.70% | +1.25% | -5.57% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.68% | -0.09% | -0.33% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.28% | -8.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.16% | -0.01% | -2.21% | |
| 8 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.15% | -0.18% | +1.79% | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 1.61% | -0.08% | -11.31% | |
| 10 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.48% | +0.62% | -2.77% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | +0.06% | -12.59% | |
| 12 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.42% | -1.42% | -0.15% | |
| 13 | BMO | Bank Of Montreal | 股票-金融 | 1.39% | +0.75% | -7.65% | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 1.33% | +0.30% | +12.48% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | -0.26% | -0.86% | |
| 16 | MFC | Manulife Financial CORP | 股票-金融 | 1.24% | +0.46% | +4.70% | |
| 17 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.17% | +0.62% | -5.03% | |
| 18 | SU | Suncor Energy Inc | 股票-能源 | 1.12% | -0.04% | +17.70% | |
| 19 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.08% | +0.43% | -1.33% | |
| 20 | BN | Brookfield CORP | 股票-金融 | 1.08% | +0.42% | -7.03% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.10% | -0.97% | |
| 22 | WCN | Waste Connections Inc | 股票-工業 | 0.97% | -0.95% | -11.37% | |
| 23 | B | Barrick Mining CORP | 股票-原物料 | 0.97% | +0.06% | -3.96% | |
| 24 | TRP | Tc Energy CORP | 股票-能源 | 0.96% | +0.19% | -4.79% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | +0.10% | +4.50% | |
| 26 | CVE | Cenovus Energy Inc | 股票-能源 | 0.81% | -0.06% | -11.51% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.44% | +18.86% | |
| 28 | FNV | Franco-nevada CORP | 股票-原物料 | 0.73% | -0.26% | +6.02% | |
| 29 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.72% | +0.35% | -10.57% | |
| 30 | NTR | Nutrien LTD | 股票-原物料 | 0.71% | -0.70% | +7.90% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.01% | -21.70% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | -0.11% | -1.97% | |
| 33 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.63% | +0.12% | +4.81% | |
| 34 | CME | Cme Group Inc | 股票-金融 | 0.61% | -0.43% | +21.97% | |
| 35 | LIN | Linde plc | 股票-原物料 | 0.59% | -0.14% | +1.93% | |
| 36 | KGC | Kinross Gold CORP | 股票-原物料 | 0.56% | -0.12% | +5.23% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.16% | +11.51% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.14% | +3.01% | |
| 39 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.56% | +0.06% | +8.21% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.10% | +5.06% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.54% | -0.19% | -6.73% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.54% | -0.11% | -0.54% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | -0.04% | +27.67% | |
| 44 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.52% | -0.03% | -0.97% | |
| 45 | TU | Telus CORP | 股票-其他 | 0.52% | -0.07% | +0.97% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.51% | -0.04% | +1.96% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.24% | -7.19% | |
| 48 | TTE | TotalEnergies SE | 股票-其他 | 0.50% | -0.38% | +13.50% | |
| 49 | GIB | Cgi Inc | 股票-科技 | 0.48% | -0.01% | -7.13% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | — | +18.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | +0.5% | +17.70% | 加碼 |
| 2 | AEM | Agnico Eagle Mines LTD | +0.4% | +1.79% | 加碼 |
| 3 | CNQ | Canadian Natural Resources | +0.4% | -11.31% | 減碼 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +18.86% | 加碼 |
| 5 | ENB | Enbridge Inc | +0.3% | +12.48% | 加碼 |
| 6 | CVE | Cenovus Energy Inc | +0.2% | -11.51% | 減碼 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.86% | 減碼 |
| 8 | TTE | TotalEnergies SE | +0.2% | +13.50% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +71.84% | 加碼 |
| 10 | NTR | Nutrien LTD | +0.2% | +7.90% | 加碼 |
| 11 | HON | Honeywell International Inc | +0.2% | +391.19% | 加碼 |
| 12 | FNV | Franco-nevada CORP | +0.2% | +6.02% | 加碼 |
| 13 | OVV | Ovintiv Inc | +0.2% | +79.65% | 加碼 |
| 14 | KO | Coca-cola Co/the | +0.2% | +27.67% | 加碼 |
| 15 | CME | Cme Group Inc | +0.2% | +21.97% | 加碼 |
| 16 | PSX | Phillips 66 | +0.1% | +948.45% | 加碼 |
| 17 | ETN | Eaton Corporation plc | +0.1% | +143.35% | 加碼 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.33% | 減碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | +23.55% | 加碼 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +39.85% | 加碼 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +34.24% | 加碼 |
| 22 | TKO | Tko Group Holdings Inc | +0.1% | +6199.88% | 加碼 |
| 23 | PH | Parker Hannifin CORP | +0.1% | +42.20% | 加碼 |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +41.31% | 加碼 |
| 25 | DVN | Devon Energy CORP | +0.1% | +784.94% | 加碼 |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +273.89% | 加碼 |
| 27 | CVX | Chevron CORP | +0.1% | +33.90% | 加碼 |
| 28 | FTS | Fortis Inc | +0.1% | +35.84% | 加碼 |
| 29 | LIN | Linde plc | +0.1% | +1.93% | 加碼 |
| 30 | WPM | Wheaton Precious Metals CORP | +0.1% | +4.81% | 加碼 |
| 31 | TECK | Teck Resources Ltd-cls B | +0.1% | +8.21% | 加碼 |
| 32 | GLW | Corning Inc | +0.1% | +306.46% | 加碼 |
| 33 | CBOE | Cboe Global Markets Inc | +0.1% | +34.79% | 加碼 |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +18.35% | 加碼 |
| 35 | 6D8 | Dupont De Nemours Inc | +0.1% | +106.75% | 加碼 |
| 36 | BAC | Bank Of America CORP | +0.1% | +65.93% | 加碼 |
| 37 | UNP | Union Pacific CORP | +0.1% | +14.95% | 加碼 |
| 38 | WMB | Williams Cos Inc | +0.1% | -0.50% | 減碼 |
| 39 | KGC | Kinross Gold CORP | +0.1% | +5.23% | 加碼 |
| 40 | F | Ford Motor Co | +0.1% | +224.06% | 加碼 |
| 41 | PCG | P G & E CORP | +0.1% | +26.44% | 加碼 |
| 42 | TRP | Tc Energy CORP | +0.1% | -4.79% | 減碼 |
| 43 | CP | Canadian Pacific Kansas City | +0.1% | -2.77% | 減碼 |
| 44 | NVDA | Nvidia CORP | +0.1% | +8.71% | 加碼 |
| 45 | MCK | Mckesson CORP | +0.1% | +20.06% | 加碼 |
| 46 | COST | Costco Wholesale CORP | +0.1% | +9.54% | 加碼 |
| 47 | VZ | Verizon Communications Inc | +0.1% | +20.42% | 加碼 |
| 48 | MAR | Marriott International -cl A | +0.1% | +545.95% | 加碼 |
| 49 | DUK | Duke Energy CORP | +0.1% | +3.57% | 加碼 |
| 50 | MCD | Mcdonald's CORP | +0.1% | +16.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mackenzie Financial CORP 在 Q1 2026 季度的美股持倉總市值約為 US$999.6億，共申報了 1420 個公開持股部位。
在 Q1 2026 季度，Mackenzie Financial CORP 按市值排列的前三大核心持股分別為：RY (3.8%)、NVDA (3.0%)、AAPL (2.9%)。其中最大持股部位 RY 佔據整體投資組合約 3.8% 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
AZN
市值: US$2.8億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$1.4億
在 Q1 2026 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 95 個部位、減碼 94 個部位以及清倉 6 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。