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。
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CIK: 0001475940
申報總市值
US$64.6億
US$64.6億
61 檔
46.7%
在 Q4 2024 的 13F 官方備案中，Montrusco Bolton Investments Inc. 管理的美股投資組合規模來到 US$64.6億，整體持股檔數為 61 檔。
數據顯示 Montrusco Bolton Investments Inc. 於 Q4 2024 季度持續回收資金，對 34 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Montrusco Bolton Investments Inc. 的前 5 大核心持股（包含 MSFT, NVDA, AMZN 等）合計佔整體申報市值的 46.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
BLK
市值: US$3.4億
本季最大獲利了結 / 清倉標的
CME
前期市值: US$1.3億
| # | 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 | 10.32% | -0.90% | -12.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.67% | -1.19% | -6.19% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.43% | +0.23% | -8.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.18% | +0.08% | -17.48% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.93% | +0.15% | -32.98% | |
| 6 | DHR | Danaher CORP | 股票-醫療保健 | 4.64% | -0.58% | +0.58% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 4.17% | +0.08% | — | |
| 8 | ROL | Rollins Inc | 股票-循環性消費 | 4.05% | — | -20.59% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.96% | -0.64% | -19.78% | |
| 10 | WCN | Waste Connections Inc | 股票-工業 | 3.86% | -1.82% | -16.30% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 3.71% | — | -23.67% | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 3.50% | — | -15.96% | |
| 13 | WDAY | Workday Inc-class A | 股票-科技 | 3.19% | — | -18.75% | |
| 14 | VLO | Valero Energy CORP | 股票-能源 | 3.06% | -0.93% | -18.73% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 2.87% | — | +23.55% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 2.85% | -0.34% | -2.96% | |
| 17 | PSA | Public Storage | 股票-房地產 | 2.33% | +0.10% | -15.47% | |
| 18 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 2.17% | -0.03% | +250.95% | |
| 19 | UBER | Uber Technologies Inc | 股票-工業 | 2.01% | -0.45% | — | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.89% | — | -43.53% | |
| 21 | SYY | Sysco CORP | 股票-非循環性消費 | 1.72% | — | -59.32% | |
| 22 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.38% | — | -29.79% | |
| 23 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.25% | — | -15.85% | |
| 24 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.14% | — | -59.86% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | +0.22% | +603.69% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.08% | — | +42.53% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.89% | -1.71% | EXIT | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.82% | -1.66% | -5.29% | |
| 29 | RY | Royal Bank Of Canada | 股票-金融 | 0.63% | +0.13% | +20.95% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.61% | -20.67% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.46% | — | -8.57% | |
| 32 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.34% | +0.04% | -22.77% | |
| 33 | CNQ | Canadian Natural Resources | 股票-能源 | 0.33% | — | -11.57% | |
| 34 | TD | Toronto-dominion Bank | 股票-金融 | 0.33% | +0.08% | -31.47% | |
| 35 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.32% | — | +5.01% | |
| 36 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.31% | +0.04% | -7.96% | |
| 37 | FNV | Franco-nevada CORP | 股票-原物料 | 0.21% | — | -11.97% | |
| 38 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.19% | -0.13% | -7.48% | |
| 39 | TU | Telus CORP | 股票-其他 | 0.18% | — | +27.38% | |
| 40 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.18% | -0.04% | -1.15% | |
| 41 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.17% | — | — | |
| 42 | NGDN | New Gold Inc | 股票-其他 | 0.16% | — | -4.82% | |
| 43 | FSV | Firstservice CORP | 股票-其他 | 0.14% | +0.01% | -1.12% | |
| 44 | ERO | Ero Copper CORP | 股票-其他 | 0.13% | — | +3.89% | |
| 45 | OREUR | Osisko Gold Royalties LTD | 股票-其他 | 0.13% | — | -3.51% | |
| 46 | GIB | Cgi Inc | 股票-科技 | 0.12% | -0.08% | -7.44% | |
| 47 | TFII | Tfi International Inc | 股票-其他 | 0.12% | +0.08% | -1.15% | |
| 48 | TFPM | Triple Flag Precious Met | 股票-原物料 | 0.12% | — | -3.81% | |
| 49 | EGO | Eldorado Gold CORP | 股票-其他 | 0.11% | — | -6.85% | |
| 50 | BNT | Brookfield Wealth Solutions Ltd. | 股票-其他 | 0.11% | -0.07% | +7.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +4.2% | NEW | 新建倉 |
| 2 | UBER | Uber Technologies Inc | +2% | NEW | 新建倉 |
| 3 | MNST | Monster Beverage CORP | +1.6% | +250.95% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1.4% | -8.68% | 減碼 |
| 5 | NVDA | Nvidia CORP | +1.2% | -6.19% | 減碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +1% | +603.69% | 加碼 |
| 7 | TXN | Texas Instruments Inc | +0.6% | +23.55% | 加碼 |
| 8 | GRMN | Garmin Ltd. | +0.5% | +42.53% | 加碼 |
| 9 | AAPL | Apple Inc | +0.5% | -2.96% | 減碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -17.48% | 減碼 |
| 11 | GRTUF | Granite Real Estate Investme | +0.2% | NEW | 新建倉 |
| 12 | RY | Royal Bank Of Canada | +0.2% | +20.95% | 加碼 |
| 13 | ENB | Enbridge Inc | 0% | -8.57% | 減碼 |
| 14 | BKNG | Booking Holdings Inc | 0% | +31.24% | 加碼 |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +5.01% | 加碼 |
| 16 | WMT | Walmart Inc | 0% | -20.67% | 減碼 |
| 17 | CIGI | Colliers Intl Gr-subord Vot | 0% | -1.15% | 減碼 |
| 18 | BAM | Brookfield Asset Mgmt-a | — | -22.77% | 減碼 |
| 19 | WPM | Wheaton Precious Metals CORP | — | -7.48% | 減碼 |
| 20 | GIB | Cgi Inc | — | -7.44% | 減碼 |
| 21 | FNV | Franco-nevada CORP | 0% | -11.97% | 減碼 |
| 22 | NGDN | New Gold Inc | 0% | -4.82% | 減碼 |
| 23 | EGO | Eldorado Gold CORP | 0% | -6.85% | 減碼 |
| 24 | LW | Lamb Weston Holdings Inc | 0% | EXIT | 清倉 |
| 25 | CNQ | Canadian Natural Resources | 0% | -11.57% | 減碼 |
| 26 | CNI | Canadian Natl Railway Co | 0% | -7.96% | 減碼 |
| 27 | BEP | Brookfield Renewable Partners L.P. | 0% | EXIT | 清倉 |
| 28 | CFR | Cullen/frost Bankers Inc | -0.1% | -29.79% | 減碼 |
| 29 | ERO | Ero Copper CORP | -0.1% | +3.89% | 加碼 |
| 30 | SHW | Sherwin-williams Co/the | -0.1% | -8.98% | 減碼 |
| 31 | WDAY | Workday Inc-class A | -0.1% | -18.75% | 減碼 |
| 32 | ZTS | Zoetis Inc | -0.1% | -5.29% | 減碼 |
| 33 | TD | Toronto-dominion Bank | -0.2% | -31.47% | 減碼 |
| 34 | GRT-UCAD | Granite Real Estate Investme | -0.2% | EXIT | 清倉 |
| 35 | MSFT | Microsoft CORP | -0.3% | -12.55% | 減碼 |
| 36 | DHR | Danaher CORP | -0.3% | +0.58% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | -0.3% | -19.78% | 減碼 |
| 38 | MTD | Mettler-toledo International | -0.3% | -15.85% | 減碼 |
| 39 | WCN | Waste Connections Inc | -0.4% | -16.30% | 減碼 |
| 40 | VLO | Valero Energy CORP | -0.5% | -18.73% | 減碼 |
| 41 | PSA | Public Storage | -0.6% | -15.47% | 減碼 |
| 42 | LULU | Lululemon Athletica Inc | -0.6% | -59.86% | 減碼 |
| 43 | ADBE | Adobe Inc | -0.7% | -15.96% | 減碼 |
| 44 | ROL | Rollins Inc | -0.9% | -20.59% | 減碼 |
| 45 | ENPH | Enphase Energy Inc | -1% | -92.78% | 減碼 |
| 46 | MA | Mastercard Inc - A | -1.1% | -32.98% | 減碼 |
| 47 | MRSH | Marsh & Mclennan Cos | -1.2% | -43.53% | 減碼 |
| 48 | CME | Cme Group Inc | -1.3% | EXIT | 清倉 |
| 49 | AMGN | Amgen Inc | -1.6% | -23.67% | 減碼 |
| 50 | SYY | Sysco CORP | -2.1% | -59.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Montrusco Bolton Investments Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$64.6億，共申報了 61 個公開持股部位。
在 Q4 2024 季度，Montrusco Bolton Investments Inc. 按市值排列的前三大核心持股分別為：MSFT (10.3%)、NVDA (7.7%)、AMZN (7.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.3% 的權重。
在 Q4 2024 季度中，Montrusco Bolton Investments Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 9 個部位、減碼 34 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 CME。
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。