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: 0001475940
申報總市值
US$64.6億
US$64.6億
62 檔
51.3%
截至 Q3 2024 季度末，Montrusco Bolton Investments Inc. 的美股持倉估值約為 US$64.6億，全數申報部位共有 62 檔。
Q3 2024 的申報記錄反映 Montrusco Bolton Investments Inc. 的板塊替換策略：機構本季推動了 23 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
整體而言，Montrusco Bolton Investments Inc. 的前 5 大持股（包含 MSFT, NVDA, AMZN）貢獻了組合市值的 51.3%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 10.59% | -0.90% | +1.36% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.48% | -1.19% | -0.15% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.05% | +0.23% | +33.71% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 6.04% | +0.15% | +52.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.75% | +0.08% | +6.11% | |
| 6 | AMGN | Amgen Inc | 股票-醫療保健 | 5.27% | — | +1.97% | |
| 7 | DHR | Danaher CORP | 股票-醫療保健 | 4.91% | -0.58% | +30.40% | |
| 8 | ROL | Rollins Inc | 股票-循環性消費 | 4.90% | — | +14.01% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.25% | -0.64% | -0.08% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 4.24% | — | +2.10% | |
| 11 | WCN | Waste Connections Inc | 股票-工業 | 4.23% | -1.82% | +15.53% | |
| 12 | SYY | Sysco CORP | 股票-非循環性消費 | 3.86% | — | +8.50% | |
| 13 | VLO | Valero Energy CORP | 股票-能源 | 3.60% | -0.93% | +6.35% | |
| 14 | WDAY | Workday Inc-class A | 股票-科技 | 3.27% | — | -10.72% | |
| 15 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.08% | — | -17.75% | |
| 16 | PSA | Public Storage | 股票-房地產 | 2.94% | +0.10% | -6.55% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 2.38% | -0.34% | -10.30% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 2.25% | — | -10.20% | |
| 19 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.75% | — | +43.49% | |
| 20 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.59% | — | -7.67% | |
| 21 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.43% | — | +10.18% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 1.34% | — | -66.07% | |
| 23 | ENPH | Enphase Energy Inc | 股票-科技 | 1.05% | — | +93.42% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.96% | -1.71% | EXIT | |
| 25 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.91% | -1.66% | -27.54% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 0.56% | — | — | |
| 27 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.54% | -0.03% | — | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.50% | -0.61% | -7.48% | |
| 29 | TD | Toronto-dominion Bank | 股票-金融 | 0.49% | +0.08% | -52.47% | |
| 30 | RY | Royal Bank Of Canada | 股票-金融 | 0.47% | +0.13% | -65.71% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.42% | — | -61.92% | |
| 32 | CNQ | Canadian Natural Resources | 股票-能源 | 0.35% | — | -57.70% | |
| 33 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.34% | +0.04% | -53.09% | |
| 34 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.34% | +0.04% | -62.25% | |
| 35 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.29% | — | -56.30% | |
| 36 | FNV | Franco-nevada CORP | 股票-原物料 | 0.22% | — | -63.02% | |
| 37 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.19% | -0.13% | -62.31% | |
| 38 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.19% | — | -55.10% | |
| 39 | ERO | Ero Copper CORP | 股票-其他 | 0.18% | — | +17.22% | |
| 40 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.17% | -0.04% | +0.93% | |
| 41 | NGDN | New Gold Inc | 股票-其他 | 0.17% | — | -16.68% | |
| 42 | TU | Telus CORP | 股票-其他 | 0.15% | — | -61.31% | |
| 43 | EGO | Eldorado Gold CORP | 股票-其他 | 0.12% | — | -1.31% | |
| 44 | FSV | Firstservice CORP | 股票-其他 | 0.12% | +0.01% | +0.85% | |
| 45 | GIB | Cgi Inc | 股票-科技 | 0.12% | -0.08% | +443.12% | |
| 46 | TFPM | Triple Flag Precious Met | 股票-原物料 | 0.12% | — | +9.03% | |
| 47 | OREUR | Osisko Gold Royalties LTD | 股票-其他 | 0.12% | — | -11.75% | |
| 48 | TFII | Tfi International Inc | 股票-其他 | 0.11% | +0.08% | +0.92% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.10% | +0.22% | — | |
| 50 | BNT | Brookfield Wealth Solutions Ltd. | 股票-其他 | 0.08% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | +2.5% | +52.77% | 加碼 |
| 2 | DHR | Danaher CORP | +1.6% | +30.40% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +1.4% | +33.71% | 加碼 |
| 4 | ROL | Rollins Inc | +0.8% | +14.01% | 加碼 |
| 5 | WCN | Waste Connections Inc | +0.6% | +15.53% | 加碼 |
| 6 | SYY | Sysco CORP | +0.6% | +8.50% | 加碼 |
| 7 | ENPH | Enphase Energy Inc | +0.6% | +93.42% | 加碼 |
| 8 | GRMN | Garmin Ltd. | +0.6% | NEW | 新建倉 |
| 9 | MNST | Monster Beverage CORP | +0.5% | NEW | 新建倉 |
| 10 | META | Meta Platforms Inc-class A | +0.5% | -0.08% | 減碼 |
| 11 | PSA | Public Storage | +0.5% | -6.55% | 減碼 |
| 12 | LULU | Lululemon Athletica Inc | +0.4% | +43.49% | 加碼 |
| 13 | AMGN | Amgen Inc | +0.3% | +1.97% | 加碼 |
| 14 | CFR | Cullen/frost Bankers Inc | +0.3% | +10.18% | 加碼 |
| 15 | GIB | Cgi Inc | +0.1% | +443.12% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | -13.42% | 減碼 |
| 18 | BNT | Brookfield Wealth Solutions Ltd. | +0.1% | NEW | 新建倉 |
| 19 | WMT | Walmart Inc | +0.1% | -7.48% | 減碼 |
| 20 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 21 | CIGI | Colliers Intl Gr-subord Vot | 0% | +0.93% | 加碼 |
| 22 | CMG | Chipotle Mexican Grill Inc | 0% | NEW | 新建倉 |
| 23 | ERO | Ero Copper CORP | 0% | +17.22% | 加碼 |
| 24 | TRI4EUR | Thomson Reuters CORP | 0% | -35.03% | 減碼 |
| 25 | WDAY | Workday Inc-class A | -0.1% | -10.72% | 減碼 |
| 26 | BNT | Brookfield Wealth Solutions Ltd. | -0.1% | EXIT | 清倉 |
| 27 | TXN | Texas Instruments Inc | -0.1% | -10.20% | 減碼 |
| 28 | NVDA | Nvidia CORP | -0.1% | -0.15% | 減碼 |
| 29 | BEP | Brookfield Renewable Partners L.P. | -0.1% | -75.19% | 減碼 |
| 30 | GRT-UCAD | Granite Real Estate Investme | -0.2% | -55.10% | 減碼 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.2% | +6.11% | 加碼 |
| 32 | MSFT | Microsoft CORP | -0.2% | +1.36% | 加碼 |
| 33 | ADBE | Adobe Inc | -0.2% | +2.10% | 加碼 |
| 34 | TU | Telus CORP | -0.2% | -61.31% | 減碼 |
| 35 | ZTS | Zoetis Inc | -0.2% | -27.54% | 減碼 |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | -0.2% | -56.30% | 減碼 |
| 37 | WPM | Wheaton Precious Metals CORP | -0.2% | -62.31% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -90.60% | 減碼 |
| 39 | VLO | Valero Energy CORP | -0.3% | +6.35% | 加碼 |
| 40 | FNV | Franco-nevada CORP | -0.3% | -63.02% | 減碼 |
| 41 | BAM | Brookfield Asset Mgmt-a | -0.4% | -62.25% | 減碼 |
| 42 | CNI | Canadian Natl Railway Co | -0.4% | -53.09% | 減碼 |
| 43 | TD | Toronto-dominion Bank | -0.4% | -52.47% | 減碼 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.4% | -17.75% | 減碼 |
| 45 | ENB | Enbridge Inc | -0.5% | -61.92% | 減碼 |
| 46 | CNQ | Canadian Natural Resources | -0.5% | -57.70% | 減碼 |
| 47 | RY | Royal Bank Of Canada | -0.7% | -65.71% | 減碼 |
| 48 | LW | Lamb Weston Holdings Inc | -0.9% | -97.90% | 減碼 |
| 49 | CME | Cme Group Inc | -2.1% | -66.07% | 減碼 |
| 50 | FIVE | Five Below | -2.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Montrusco Bolton Investments Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$64.6億，共申報了 62 個公開持股部位。
在 Q3 2024 季度，Montrusco Bolton Investments Inc. 按市值排列的前三大核心持股分別為：MSFT (10.6%)、NVDA (6.5%)、AMZN (6.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.6% 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
GRMN
市值: US$5325.2萬
本季最大獲利了結 / 清倉標的
FIVE
前期市值: US$2.5億
在 Q3 2024 季度中，Montrusco Bolton Investments Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 17 個部位、減碼 25 個部位以及清倉 2 個部位。 其中最大新建倉標的為 GRMN。 本季清倉部位包含 FIVE。
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。