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
69 檔
29.7%
截至 Q4 2024 季度末，Nexus Investment Management ULC 的美股持倉估值約為 US$7.7億，全數申報部位共有 69 檔。
Nexus Investment Management ULC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Nexus Investment Management ULC 的前 5 大持股（包含 RY, JPM, META）貢獻了組合市值的 29.7%，形成該機構在 Q4 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 | RY | Royal Bank Of Canada | 股票-金融 | 5.40% | — | -4.78% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.77% | +0.03% | -6.74% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.62% | -0.56% | -14.12% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.02% | +0.74% | +0.28% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 3.95% | — | -1.67% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 3.88% | -0.44% | -4.12% | |
| 7 | CAE | Cae Inc | 股票-其他 | 3.76% | — | -0.26% | |
| 8 | BNS | Bank Of Nova Scotia | 股票-金融 | 3.74% | — | -3.01% | |
| 9 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 3.65% | — | -2.99% | |
| 10 | AEP | American Electric Power | 股票-公用事業 | 3.65% | -0.30% | -0.06% | |
| 11 | ROST | Ross Stores Inc | 股票-循環性消費 | 3.61% | -0.82% | -3.39% | |
| 12 | C | Citigroup Inc | 股票-金融 | 3.53% | +0.68% | -4.21% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -0.24% | -1.17% | |
| 14 | TU | Telus CORP | 股票-其他 | 3.01% | — | +1.76% | |
| 15 | GM | General Motors Co | 股票-循環性消費 | 2.94% | — | -8.92% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 2.91% | — | -4.11% | |
| 17 | KMX | Carmax Inc | 股票-循環性消費 | 2.87% | +0.47% | -7.12% | |
| 18 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.82% | — | +541.96% | |
| 19 | TRP | Tc Energy CORP | 股票-能源 | 2.80% | — | -2.92% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工業 | 2.66% | -0.06% | +3.72% | |
| 21 | EOG | Eog Resources Inc | 股票-能源 | 2.41% | -0.71% | -0.96% | |
| 22 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.22% | -0.82% | -15.28% | |
| 23 | DG | Dollar General CORP | 股票-非循環性消費 | 2.17% | -0.51% | +1.86% | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 2.17% | -0.84% | +1.67% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.89% | +1.09% | +3.27% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 1.85% | — | +0.47% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 1.80% | -0.61% | +3.61% | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.78% | — | -0.50% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.06% | -2.12% | |
| 30 | MGA | Magna International Inc | 股票-循環性消費 | 1.66% | — | -15.26% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 1.66% | +0.43% | -27.47% | |
| 32 | CVE | Cenovus Energy Inc | 股票-能源 | 1.59% | — | -0.24% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.96% | EXIT | |
| 34 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.47% | — | +0.87% | |
| 35 | GLW | Corning Inc | 股票-科技 | 0.44% | -0.42% | -7.89% | |
| 36 | KR | Kroger Co | 股票-非循環性消費 | 0.29% | -0.13% | +0.36% | |
| 37 | SOBO | South Bow CORP | 股票-其他 | 0.28% | — | — | |
| 38 | PRAA | Pra Group Inc | 股票-其他 | 0.28% | — | -8.07% | |
| 39 | FTS | Fortis Inc | 股票-公用事業 | 0.26% | — | -26.26% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | -0.69% | — | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.24% | +0.02% | -12.54% | |
| 42 | FSV | Firstservice CORP | 股票-其他 | 0.21% | — | — | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.20% | -0.02% | — | |
| 44 | OTEX | Open Text CORP | 股票-其他 | 0.18% | — | — | |
| 45 | BN | Brookfield CORP | 股票-金融 | 0.16% | — | -4.50% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.14% | +0.02% | -20.15% | |
| 47 | CNQ | Canadian Natural Resources | 股票-能源 | 0.12% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.12% | -0.01% | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.10% | -0.04% | -0.75% | |
| 50 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.09% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CNI | Canadian Natl Railway Co | +2.3% | +541.96% | 加碼 |
| 2 | CAE | Cae Inc | +1% | -0.26% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +0.28% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -6.74% | 減碼 |
| 5 | C | Citigroup Inc | +0.3% | -4.21% | 減碼 |
| 6 | CSCO | Cisco Systems Inc | +0.3% | -4.12% | 減碼 |
| 7 | SOBO | South Bow CORP | +0.3% | NEW | 新建倉 |
| 8 | GM | General Motors Co | +0.3% | -8.92% | 減碼 |
| 9 | V | Visa Inc-class A Shares | +0.2% | -2.12% | 減碼 |
| 10 | HON | Honeywell International Inc | +0.1% | +5.00% | 加碼 |
| 11 | CM | Can Imperial Bk Of Commerce | 0% | +0.87% | 加碼 |
| 12 | EOG | Eog Resources Inc | 0% | -0.96% | 減碼 |
| 13 | KR | Kroger Co | 0% | +0.36% | 加碼 |
| 14 | KMX | Carmax Inc | — | -7.12% | 減碼 |
| 15 | GLW | Corning Inc | 0% | -7.89% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | -20.15% | 減碼 |
| 17 | SU | Suncor Energy Inc | 0% | +0.47% | 加碼 |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | — | 不變 |
| 19 | COST | Costco Wholesale CORP | 0% | EXIT | 清倉 |
| 20 | EIX | Edison International | 0% | EXIT | 清倉 |
| 21 | RCI | Rogers Communications Inc-b | 0% | EXIT | 清倉 |
| 22 | JNJ | Johnson & Johnson | 0% | — | 不變 |
| 23 | ROST | Ross Stores Inc | 0% | -3.39% | 減碼 |
| 24 | OTEX | Open Text CORP | 0% | — | 不變 |
| 25 | MSFT | Microsoft CORP | 0% | -1.17% | 減碼 |
| 26 | PRAA | Pra Group Inc | 0% | -8.07% | 減碼 |
| 27 | DHR | Danaher CORP | 0% | — | 不變 |
| 28 | PBA | Pembina Pipeline CORP | 0% | EXIT | 清倉 |
| 29 | UNP | Union Pacific CORP | -0.1% | -12.54% | 減碼 |
| 30 | UPS | United Parcel Service-cl B | -0.1% | +3.72% | 加碼 |
| 31 | TXN | Texas Instruments Inc | -0.1% | +3.27% | 加碼 |
| 32 | TRP | Tc Energy CORP | -0.1% | -2.92% | 減碼 |
| 33 | BMO | Bank Of Montreal | -0.1% | -76.27% | 減碼 |
| 34 | BNS | Bank Of Nova Scotia | -0.1% | -3.01% | 減碼 |
| 35 | PFE | Pfizer Inc | -0.1% | +1.67% | 加碼 |
| 36 | GILD | Gilead Sciences Inc | -0.1% | -15.28% | 減碼 |
| 37 | FTS | Fortis Inc | -0.1% | -26.26% | 減碼 |
| 38 | VZ | Verizon Communications Inc | -0.1% | -63.65% | 減碼 |
| 39 | MDT | Medtronic plc | -0.1% | +3.61% | 加碼 |
| 40 | CVE | Cenovus Energy Inc | -0.1% | -0.24% | 減碼 |
| 41 | DG | Dollar General CORP | -0.2% | +1.86% | 加碼 |
| 42 | MS | Morgan Stanley | -0.2% | -27.47% | 減碼 |
| 43 | MGA | Magna International Inc | -0.2% | -15.26% | 減碼 |
| 44 | AEP | American Electric Power | -0.3% | -0.06% | 減碼 |
| 45 | RY | Royal Bank Of Canada | -0.4% | -4.78% | 減碼 |
| 46 | BIP | Brookfield Infrastructure Partners L.P. | -0.4% | -2.99% | 減碼 |
| 47 | META | Meta Platforms Inc-class A | -0.5% | -14.12% | 減碼 |
| 48 | TU | Telus CORP | -0.6% | +1.76% | 加碼 |
| 49 | CVS | Cvs Health CORP | -0.7% | -0.50% | 減碼 |
| 50 | TD | Toronto-dominion Bank | -0.8% | -1.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nexus Investment Management ULC 在 Q4 2024 季度的美股持倉總市值約為 US$7.7億，共申報了 69 個公開持股部位。
在 Q4 2024 季度，Nexus Investment Management ULC 按市值排列的前三大核心持股分別為：RY (5.4%)、JPM (4.8%)、META (4.6%)。其中最大持股部位 RY 佔據整體投資組合約 5.4% 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
SOBO
市值: US$281.0萬
本季最大獲利了結 / 清倉標的
PBA
前期市值: US$41.3萬
在 Q4 2024 季度中，Nexus Investment Management ULC 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 12 個部位、減碼 29 個部位以及清倉 4 個部位。 其中最大新建倉標的為 SOBO。 本季清倉部位包含 PBA。
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。