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: 0001476329
申報總市值
US$7.7億
US$7.7億
72 檔
32.1%
Nexus Investment Management ULC 在 Q3 2024 季度的美股部位總計估值為 US$7.7億，分散於 72 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Nexus Investment Management ULC 於 Q3 2024 季度持續回收資金，對 24 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。
從部位權重觀察，前 5 大標的（包含 RY, META, TD）累計市值佔比達 32.1%，是驅動 Nexus Investment Management ULC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 5.78% | — | -2.62% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.16% | -0.56% | -1.38% | |
| 3 | TD | Toronto-dominion Bank | 股票-金融 | 4.70% | — | -0.29% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.41% | +0.03% | -12.30% | |
| 5 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 4.08% | — | -2.86% | |
| 6 | AEP | American Electric Power | 股票-公用事業 | 3.98% | -0.30% | +0.36% | |
| 7 | BNS | Bank Of Nova Scotia | 股票-金融 | 3.85% | — | -0.14% | |
| 8 | ROST | Ross Stores Inc | 股票-循環性消費 | 3.64% | -0.82% | -2.40% | |
| 9 | TU | Telus CORP | 股票-其他 | 3.60% | — | -0.82% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 3.57% | -0.44% | -1.39% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.45% | +0.74% | +0.90% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.24% | -9.33% | |
| 13 | C | Citigroup Inc | 股票-金融 | 3.21% | +0.68% | -0.39% | |
| 14 | TRP | Tc Energy CORP | 股票-能源 | 2.89% | — | -1.95% | |
| 15 | KMX | Carmax Inc | 股票-循環性消費 | 2.87% | +0.47% | +0.96% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 2.86% | — | -7.73% | |
| 17 | CAE | Cae Inc | 股票-其他 | 2.74% | — | +2.76% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 2.71% | -0.06% | +0.91% | |
| 19 | GM | General Motors Co | 股票-循環性消費 | 2.66% | — | +0.78% | |
| 20 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.45% | — | -0.97% | |
| 21 | EOG | Eog Resources Inc | 股票-能源 | 2.39% | -0.71% | +1.15% | |
| 22 | DG | Dollar General CORP | 股票-非循環性消費 | 2.33% | -0.51% | +32.28% | |
| 23 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.33% | -0.82% | -1.86% | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 2.28% | -0.84% | +0.57% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.97% | +1.09% | +1.44% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.92% | -0.61% | +0.49% | |
| 27 | MGA | Magna International Inc | 股票-循環性消費 | 1.89% | — | -0.17% | |
| 28 | SU | Suncor Energy Inc | 股票-能源 | 1.87% | — | -0.83% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 1.86% | +0.43% | — | |
| 30 | CVE | Cenovus Energy Inc | 股票-能源 | 1.73% | — | +0.86% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.52% | +0.06% | +5033.97% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 0.57% | -0.96% | EXIT | |
| 33 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.50% | — | +997.60% | |
| 34 | GLW | Corning Inc | 股票-科技 | 0.45% | -0.42% | +1.81% | |
| 35 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.44% | — | +0.65% | |
| 36 | FTS | Fortis Inc | 股票-公用事業 | 0.37% | — | — | |
| 37 | PRAA | Pra Group Inc | 股票-其他 | 0.32% | — | -0.12% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.29% | +0.02% | +0.84% | |
| 39 | KR | Kroger Co | 股票-非循環性消費 | 0.27% | -0.13% | +7.88% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | -0.69% | — | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.24% | -0.02% | -0.57% | |
| 42 | OTEX | Open Text CORP | 股票-其他 | 0.21% | — | — | |
| 43 | FSV | Firstservice CORP | 股票-其他 | 0.21% | — | -0.20% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.16% | -0.03% | -18.22% | |
| 45 | BN | Brookfield CORP | 股票-金融 | 0.15% | — | -0.42% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.15% | +0.02% | -31.54% | |
| 47 | BMO | Bank Of Montreal | 股票-金融 | 0.14% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.14% | -0.01% | — | |
| 49 | CNQ | Canadian Natural Resources | 股票-能源 | 0.13% | — | -1.34% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.10% | -0.04% | +9.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1.5% | +5033.97% | 加碼 |
| 2 | BIP | Brookfield Infrastructure Partners L.P. | +0.6% | -2.86% | 減碼 |
| 3 | CNI | Canadian Natl Railway Co | +0.5% | +997.60% | 加碼 |
| 4 | BNS | Bank Of Nova Scotia | +0.4% | -0.14% | 減碼 |
| 5 | RY | Royal Bank Of Canada | +0.4% | -2.62% | 減碼 |
| 6 | TRP | Tc Energy CORP | +0.4% | -1.95% | 減碼 |
| 7 | AEP | American Electric Power | +0.4% | +0.36% | 加碼 |
| 8 | TD | Toronto-dominion Bank | +0.3% | -0.29% | 減碼 |
| 9 | GILD | Gilead Sciences Inc | +0.3% | -1.86% | 減碼 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -1.38% | 減碼 |
| 11 | MDT | Medtronic plc | +0.1% | +0.49% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -1.39% | 減碼 |
| 13 | TU | Telus CORP | +0.1% | -0.82% | 減碼 |
| 14 | CM | Can Imperial Bk Of Commerce | +0.1% | +0.65% | 加碼 |
| 15 | GLW | Corning Inc | 0% | +1.81% | 加碼 |
| 16 | KR | Kroger Co | 0% | +7.88% | 加碼 |
| 17 | FTS | Fortis Inc | 0% | — | 不變 |
| 18 | FSV | Firstservice CORP | 0% | -0.20% | 減碼 |
| 19 | PRAA | Pra Group Inc | 0% | -0.12% | 減碼 |
| 20 | BN | Brookfield CORP | 0% | -0.42% | 減碼 |
| 21 | EIX | Edison International | 0% | NEW | 新建倉 |
| 22 | RCI | Rogers Communications Inc-b | 0% | NEW | 新建倉 |
| 23 | TXN | Texas Instruments Inc | 0% | +1.44% | 加碼 |
| 24 | UNP | Union Pacific CORP | 0% | +0.84% | 加碼 |
| 25 | DHR | Danaher CORP | 0% | -0.57% | 減碼 |
| 26 | OTEX | Open Text CORP | 0% | — | 不變 |
| 27 | MS | Morgan Stanley | — | — | 不變 |
| 28 | KMX | Carmax Inc | 0% | +0.96% | 加碼 |
| 29 | BIIB | Biogen Inc | 0% | EXIT | 清倉 |
| 30 | VZ | Verizon Communications Inc | 0% | -18.22% | 減碼 |
| 31 | ENB | Enbridge Inc | 0% | -7.73% | 減碼 |
| 32 | CVS | Cvs Health CORP | 0% | -0.97% | 減碼 |
| 33 | BCE | Bce Inc | -0.1% | EXIT | 清倉 |
| 34 | BSX | Boston Scientific CORP | -0.1% | EXIT | 清倉 |
| 35 | PFE | Pfizer Inc | -0.1% | +0.57% | 加碼 |
| 36 | KMI | Kinder Morgan, Inc. | -0.1% | EXIT | 清倉 |
| 37 | CAE | Cae Inc | -0.1% | +2.76% | 加碼 |
| 38 | PBA | Pembina Pipeline CORP | -0.1% | -71.43% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -31.54% | 減碼 |
| 40 | MGA | Magna International Inc | -0.2% | -0.17% | 減碼 |
| 41 | EOG | Eog Resources Inc | -0.2% | +1.15% | 加碼 |
| 42 | SU | Suncor Energy Inc | -0.2% | -0.83% | 減碼 |
| 43 | ROST | Ross Stores Inc | -0.2% | -2.40% | 減碼 |
| 44 | GM | General Motors Co | -0.3% | +0.78% | 加碼 |
| 45 | C | Citigroup Inc | -0.3% | -0.39% | 減碼 |
| 46 | CVE | Cenovus Energy Inc | -0.4% | +0.86% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.6% | +0.90% | 加碼 |
| 48 | DG | Dollar General CORP | -0.6% | +32.28% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | -9.33% | 減碼 |
| 50 | JPM | Jpmorgan Chase & Co | -0.8% | -12.30% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nexus Investment Management ULC 在 Q3 2024 季度的美股持倉總市值約為 US$7.7億，共申報了 72 個公開持股部位。
在 Q3 2024 季度，Nexus Investment Management ULC 按市值排列的前三大核心持股分別為：RY (5.8%)、META (5.2%)、TD (4.7%)。其中最大持股部位 RY 佔據整體投資組合約 5.8% 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
EIX
市值: US$21.8萬
本季最大獲利了結 / 清倉標的
KMI
前期市值: US$63.6萬
在 Q3 2024 季度中，Nexus Investment Management ULC 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 17 個部位、減碼 24 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EIX。 本季清倉部位包含 KMI。
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。