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: 0001938757
申報總市值
US$7.6億
US$7.6億
144 檔
13.5%
截至 Q4 2024 季度末，Triasima Portfolio Management inc. 的美股持倉估值約為 US$7.6億，全數申報部位共有 144 檔。
觀察 Q4 2024 的申報異動，Triasima Portfolio Management inc. 採取了強勁的買進策略，建倉與加碼動作（合計 99 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 RY, BN, CM）占據了總市值的 13.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ANET
市值: US$867.5萬
本季最大獲利了結 / 清倉標的
EGO
前期市值: US$909.4萬
| # | 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 | 7.14% | -0.22% | -2.41% | |
| 2 | BN | Brookfield CORP | 股票-金融 | 4.32% | -0.12% | EXIT | |
| 3 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.09% | -0.53% | -10.69% | |
| 4 | KGC | Kinross Gold CORP | 股票-原物料 | 2.70% | -0.53% | -12.28% | |
| 5 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.67% | +0.05% | +101.85% | |
| 6 | TRP | Tc Energy CORP | 股票-能源 | 2.42% | -0.02% | -9.58% | |
| 7 | MFC | Manulife Financial CORP | 股票-金融 | 2.25% | +1.09% | -10.49% | |
| 8 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 2.13% | -0.03% | EXIT | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 2.03% | +0.79% | -10.25% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.38% | -5.83% | |
| 11 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.95% | +0.35% | -22.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | -0.19% | +9.91% | |
| 13 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.80% | +0.40% | NEW | |
| 14 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.70% | — | -22.59% | |
| 15 | ANET | Arista Networks Inc | 股票-科技 | 1.68% | +0.04% | — | |
| 16 | CLS | Celestica Inc | 股票-科技 | 1.67% | -0.84% | -16.53% | |
| 17 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.64% | — | -6.37% | |
| 18 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.60% | +1.18% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | +0.91% | +0.82% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | -0.70% | +30.76% | |
| 21 | ARES | Ares Management CORP - A | 股票-金融 | 1.51% | — | +3.74% | |
| 22 | WCN | Waste Connections Inc | 股票-工業 | 1.22% | +0.17% | NEW | |
| 23 | HUBB | Hubbell Inc | 股票-工業 | 1.12% | — | +2.49% | |
| 24 | IMO | Imperial Oil LTD | 股票-能源 | 1.11% | +0.23% | -15.40% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.11% | -1.28% | +10.28% | |
| 26 | ENB | Enbridge Inc | 股票-能源 | 1.09% | -0.99% | -0.62% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | +3.48% | |
| 28 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.04% | — | +23.60% | |
| 29 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.95% | — | — | |
| 30 | AXON | Axon Enterprise Inc | 股票-工業 | 0.95% | — | — | |
| 31 | RBA | Rb Global Inc | 股票-工業 | 0.94% | — | -4.58% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.91% | — | +1.10% | |
| 33 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.87% | — | -7.65% | |
| 34 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.84% | -0.18% | EXIT | |
| 35 | AFL | Aflac Inc | 股票-金融 | 0.83% | — | +3.61% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | -0.05% | — | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | — | |
| 38 | GEV | GE Vernova Inc | 股票-工業 | 0.79% | -0.45% | -22.56% | |
| 39 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.78% | — | — | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.78% | — | — | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.77% | — | +25.57% | |
| 42 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.76% | — | +62.39% | |
| 43 | IT | Gartner Inc | 股票-科技 | 0.72% | — | — | |
| 44 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.71% | — | — | |
| 45 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.71% | — | +35.75% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | -0.07% | -33.70% | |
| 47 | PWR | Quanta Services Inc | 股票-工業 | 0.68% | +0.19% | — | |
| 48 | KEY | Keycorp | 股票-金融 | 0.67% | — | +107.66% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | — | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.65% | -0.80% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.7% | NEW | 新建倉 |
| 2 | SHOP | Shopify Inc - Class A | +1.6% | NEW | 新建倉 |
| 3 | BNS | Bank Of Nova Scotia | +1.1% | +101.85% | 加碼 |
| 4 | MELI | Mercadolibre Inc | +1% | NEW | 新建倉 |
| 5 | AXON | Axon Enterprise Inc | +1% | NEW | 新建倉 |
| 6 | LLY | Eli Lilly & Co | +0.8% | NEW | 新建倉 |
| 7 | V | Visa Inc-class A Shares | +0.8% | NEW | 新建倉 |
| 8 | IBN | Icici Bank Ltd-spon Adr | +0.8% | NEW | 新建倉 |
| 9 | NOW | Servicenow Inc | +0.8% | NEW | 新建倉 |
| 10 | IT | Gartner Inc | +0.7% | NEW | 新建倉 |
| 11 | AVB | Avalonbay Communities Inc | +0.7% | NEW | 新建倉 |
| 12 | PWR | Quanta Services Inc | +0.7% | NEW | 新建倉 |
| 13 | CHRW | C.h. Robinson Worldwide Inc | +0.7% | NEW | 新建倉 |
| 14 | COST | Costco Wholesale CORP | +0.6% | NEW | 新建倉 |
| 15 | MRVL | Marvell Technology Inc | +0.6% | NEW | 新建倉 |
| 16 | VERX | Vertex Inc - Class A | +0.6% | NEW | 新建倉 |
| 17 | IRM | Iron Mountain Inc | +0.6% | NEW | 新建倉 |
| 18 | PAAS | Pan American Silver CORP | +0.6% | NEW | 新建倉 |
| 19 | PANW | Palo Alto Networks Inc | +0.6% | NEW | 新建倉 |
| 20 | PYPL | Paypal Holdings Inc | +0.6% | NEW | 新建倉 |
| 21 | FSV | Firstservice CORP | +0.6% | NEW | 新建倉 |
| 22 | AVGO | Broadcom Inc | +0.5% | +30.76% | 加碼 |
| 23 | REGN | Regeneron Pharmaceuticals | +0.5% | NEW | 新建倉 |
| 24 | CCJ | Cameco CORP | +0.5% | NEW | 新建倉 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | NEW | 新建倉 |
| 26 | MUSA | Murphy USA Inc | +0.4% | NEW | 新建倉 |
| 27 | AER | AerCap Holdings N.V. | +0.4% | NEW | 新建倉 |
| 28 | MMYT | MakeMyTrip Limited | +0.4% | NEW | 新建倉 |
| 29 | CP | Canadian Pacific Kansas City | +0.4% | NEW | 新建倉 |
| 30 | MSI | Motorola Solutions Inc | +0.4% | NEW | 新建倉 |
| 31 | ADSK | Autodesk Inc | +0.4% | NEW | 新建倉 |
| 32 | CLS | Celestica Inc | +0.4% | -16.53% | 減碼 |
| 33 | META | Meta Platforms Inc-class A | +0.4% | NEW | 新建倉 |
| 34 | SFM | Sprouts Farmers Market Inc | +0.4% | NEW | 新建倉 |
| 35 | KEY | Keycorp | +0.3% | +107.66% | 加碼 |
| 36 | MEOH | Methanex CORP | +0.3% | NEW | 新建倉 |
| 37 | WELL | Welltower Inc | +0.3% | NEW | 新建倉 |
| 38 | HLI | Houlihan Lokey Inc | +0.3% | +62.39% | 加碼 |
| 39 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 40 | CTAS | Cintas CORP | +0.2% | NEW | 新建倉 |
| 41 | CBOE | Cboe Global Markets Inc | +0.2% | NEW | 新建倉 |
| 42 | ROST | Ross Stores Inc | +0.2% | NEW | 新建倉 |
| 43 | SYK | Stryker CORP | +0.2% | NEW | 新建倉 |
| 44 | ECL | Ecolab Inc | +0.2% | NEW | 新建倉 |
| 45 | KLAC | Kla CORP | +0.2% | NEW | 新建倉 |
| 46 | TDG | Transdigm Group Inc | +0.2% | NEW | 新建倉 |
| 47 | CSCO | Cisco Systems Inc | +0.2% | NEW | 新建倉 |
| 48 | AMZN | Amazon.com Inc | +0.2% | +25.57% | 加碼 |
| 49 | BAH | Booz Allen Hamilton Holdings | +0.2% | NEW | 新建倉 |
| 50 | SOBO | South Bow CORP | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Triasima Portfolio Management inc. 在 Q4 2024 季度的美股持倉總市值約為 US$7.6億，共申報了 144 個公開持股部位。
在 Q4 2024 季度，Triasima Portfolio Management inc. 按市值排列的前三大核心持股分別為：RY (7.1%)、BN (4.3%)、CM (3.1%)。其中最大持股部位 RY 佔據整體投資組合約 7.1% 的權重。
在 Q4 2024 季度中，Triasima Portfolio Management inc. 共進行了 149 項持倉異動，包含新建倉 68 個部位、加碼 31 個部位、減碼 41 個部位以及清倉 9 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 EGO。
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。