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: 0002033536
申報總市值
US$43.0億
US$43.0億
526 檔
16.1%
截至 Q1 2026 季度末，Northwest & Ethical Investments L.P. 的美股持倉估值約為 US$43.0億，全數申報部位共有 526 檔。
Q1 2026 的申報記錄反映 Northwest & Ethical Investments L.P. 的板塊替換策略：機構本季推動了 94 筆增持與 104 筆減持，籌碼呈現明顯的結構重組。
整體而言，Northwest & Ethical Investments L.P. 的前 5 大持股（包含 NVDA, MSFT, AVSD）貢獻了組合市值的 16.1%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 526 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 | NVDA | Nvidia CORP | 股票-科技 | 3.79% | +0.41% | +22.56% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.09% | -10.53% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-其他 | 3.38% | +0.30% | — | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 3.01% | -3.01% | EXIT | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.39% | +0.24% | +4.67% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.05% | +0.45% | +2.51% | |
| 7 | RY | Royal Bank Of Canada | 股票-金融 | 1.85% | +0.39% | -2.17% | |
| 8 | TD | Toronto-dominion Bank | 股票-金融 | 1.49% | +0.26% | -4.03% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | +0.45% | +6.29% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.43% | — | -8.22% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.36% | +0.14% | — | |
| 12 | WCN | Waste Connections Inc | 股票-工業 | 1.27% | +0.10% | +547.69% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | +0.26% | — | |
| 14 | LIN | Linde plc | 股票-原物料 | 1.19% | -0.25% | -12.52% | |
| 15 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.12% | -0.25% | +5.72% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.07% | -0.41% | +17.76% | |
| 17 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.02% | +0.09% | -0.95% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.98% | -0.05% | +7.02% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | +0.04% | +2.69% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.94% | -0.05% | +10.05% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 0.90% | +0.98% | — | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.11% | +25.30% | |
| 23 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.86% | +0.04% | -5.11% | |
| 24 | FNV | Franco-nevada CORP | 股票-原物料 | 0.85% | -0.22% | +2.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.46% | +2.33% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.32% | +3.49% | |
| 27 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.81% | -0.07% | +23.58% | |
| 28 | ENB | Enbridge Inc | 股票-能源 | 0.80% | +0.06% | -21.29% | |
| 29 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.79% | +0.04% | -28.16% | |
| 30 | BN | Brookfield CORP | 股票-金融 | 0.78% | -0.03% | +14.72% | |
| 31 | MCK | Mckesson CORP | 股票-醫療保健 | 0.78% | -0.12% | -0.27% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.77% | +0.02% | -0.63% | |
| 33 | HUBB | Hubbell Inc | 股票-工業 | 0.74% | -0.25% | -3.71% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.03% | +4.14% | |
| 35 | EBAY | Ebay Inc | 股票-循環性消費 | 0.71% | -0.66% | -0.82% | |
| 36 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.69% | -0.04% | +41.89% | |
| 37 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.69% | -0.65% | +9.14% | |
| 38 | APTV | Aptiv PLC | 股票-循環性消費 | 0.68% | -0.13% | +46.05% | |
| 39 | CNQ | Canadian Natural Resources | 股票-能源 | 0.66% | -0.22% | -11.52% | |
| 40 | AEP | American Electric Power | 股票-公用事業 | 0.65% | +0.05% | +2.77% | |
| 41 | GIB | Cgi Inc | 股票-科技 | 0.64% | +0.09% | +13.05% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | +0.12% | +11.55% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.63% | +0.34% | +7.17% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | +0.06% | -8.48% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.38% | +34.93% | |
| 46 | SUNC | Sunococorp LLC | 股票-其他 | 0.61% | -0.12% | -0.28% | |
| 47 | XYL | Xylem Inc | 股票-工業 | 0.58% | -0.17% | -0.38% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.55% | — | +22.77% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | -0.10% | +65.11% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.55% | +0.12% | +2.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WCN | Waste Connections Inc | +1.1% | +547.69% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | +22.56% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +100.15% | 加碼 |
| 4 | SU | Suncor Energy Inc | +0.3% | +31.51% | 加碼 |
| 5 | ULTA | Ulta Beauty Inc | +0.3% | +5802.40% | 加碼 |
| 6 | CL | Colgate-palmolive Co | +0.3% | +41.89% | 加碼 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +65.11% | 加碼 |
| 8 | UNP | Union Pacific CORP | +0.2% | +17.76% | 加碼 |
| 9 | MSI | Motorola Solutions Inc | +0.2% | +47.72% | 加碼 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | +5.72% | 加碼 |
| 11 | T | At&t Inc | +0.2% | +172.35% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +7.02% | 加碼 |
| 13 | TT | Trane Technologies plc | +0.2% | +69.64% | 加碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.05% | 加碼 |
| 15 | APTV | Aptiv PLC | +0.2% | +46.05% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.2% | +34.93% | 加碼 |
| 17 | FNV | Franco-nevada CORP | +0.2% | +2.04% | 加碼 |
| 18 | ITRI | Itron Inc | +0.2% | +62.37% | 加碼 |
| 19 | WFG | West Fraser Timber Co LTD | +0.2% | +315.61% | 加碼 |
| 20 | CNQ | Canadian Natural Resources | +0.2% | -11.52% | 減碼 |
| 21 | MRSH | Marsh & Mclennan Cos | +0.1% | +55.43% | 加碼 |
| 22 | SUNC | Sunococorp LLC | +0.1% | -0.28% | 減碼 |
| 23 | AEM | Agnico Eagle Mines LTD | +0.1% | +6.90% | 加碼 |
| 24 | NEE | Nextera Energy Inc | +0.1% | +7.17% | 加碼 |
| 25 | SHEL | Shell Plc-adr | +0.1% | +6.17% | 加碼 |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | +8.95% | 加碼 |
| 27 | AWK | American Water Works Co Inc | +0.1% | +134.53% | 加碼 |
| 28 | MNST | Monster Beverage CORP | +0.1% | +76.91% | 加碼 |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | +22.77% | 加碼 |
| 30 | AEP | American Electric Power | +0.1% | +2.77% | 加碼 |
| 31 | MDLZ | Mondelez International Inc-a | +0.1% | +211.50% | 加碼 |
| 32 | ETN | Eaton Corporation plc | +0.1% | +31.82% | 加碼 |
| 33 | IMO | Imperial Oil LTD | +0.1% | -2.54% | 減碼 |
| 34 | ADI | Analog Devices Inc | +0.1% | +2.31% | 加碼 |
| 35 | VZ | Verizon Communications Inc | +0.1% | +0.92% | 加碼 |
| 36 | CBOE | Cboe Global Markets Inc | +0.1% | +6.81% | 加碼 |
| 37 | MA | Mastercard Inc - A | +0.1% | +25.30% | 加碼 |
| 38 | OR | Or Royalties Inc | +0.1% | +393.42% | 加碼 |
| 39 | CVE | Cenovus Energy Inc | +0.1% | -8.98% | 減碼 |
| 40 | CB | Chubb Limited | +0.1% | +42.66% | 加碼 |
| 41 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +516.34% | 加碼 |
| 42 | NI | Nisource Inc | +0.1% | +390.98% | 加碼 |
| 43 | CCJ | Cameco CORP | +0.1% | +24.87% | 加碼 |
| 44 | B | Barrick Mining CORP | +0.1% | +35.79% | 加碼 |
| 45 | TMUS | T-mobile US Inc | +0.1% | +67.31% | 加碼 |
| 46 | TJX | Tjx Companies Inc | +0.1% | +19.07% | 加碼 |
| 47 | WAT | Waters CORP | +0.1% | +45.74% | 加碼 |
| 48 | HUBB | Hubbell Inc | +0.1% | -3.71% | 減碼 |
| 49 | AEE | Ameren Corporation | +0.1% | -0.03% | 減碼 |
| 50 | MCK | Mckesson CORP | +0.1% | -0.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Northwest & Ethical Investments L.P. 在 Q1 2026 季度的美股持倉總市值約為 US$43.0億，共申報了 526 個公開持股部位。
在 Q1 2026 季度，Northwest & Ethical Investments L.P. 按市值排列的前三大核心持股分別為：NVDA (3.8%)、MSFT (3.4%)、AVSD (3.4%)。其中最大持股部位 NVDA 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
KLAC
市值: US$3891.9萬
本季最大獲利了結 / 清倉標的
IEX
前期市值: US$1862.2萬
在 Q1 2026 季度中，Northwest & Ethical Investments L.P. 共進行了 198 項持倉異動，包含新建倉 28 個部位、加碼 66 個部位、減碼 72 個部位以及清倉 32 個部位。 其中最大新建倉標的為 KLAC。 本季清倉部位包含 IEX。
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。