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$7.4億
US$7.4億
128 檔
11.9%
Triasima Portfolio Management inc. 在 Q2 2025 季度的美股部位總計估值為 US$7.4億，分散於 128 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2025 期間，Triasima Portfolio Management inc. 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 11 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 RY, BN, SHOP）累計市值佔比達 11.9%，是驅動 Triasima Portfolio Management inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
TD
市值: US$849.2萬
本季最大獲利了結 / 清倉標的
PBA
前期市值: US$1067.5萬
| # | 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 | 5.21% | +0.97% | -20.73% | |
| 2 | BN | Brookfield CORP | 股票-金融 | 2.99% | -0.26% | -28.52% | |
| 3 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.82% | -1.96% | -14.38% | |
| 4 | CLS | Celestica Inc | 股票-科技 | 2.64% | — | -13.12% | |
| 5 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.49% | +0.49% | -1.91% | |
| 6 | KGC | Kinross Gold CORP | 股票-原物料 | 2.45% | -1.21% | -29.21% | |
| 7 | ENB | Enbridge Inc | 股票-能源 | 2.17% | +0.11% | +14.55% | |
| 8 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 2.11% | -1.03% | -25.40% | |
| 9 | BMO | Bank Of Montreal | 股票-金融 | 2.09% | +0.80% | -27.61% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.87% | +0.04% | +18.51% | |
| 11 | FTS | Fortis Inc | 股票-公用事業 | 1.83% | -0.11% | +85.52% | |
| 12 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.72% | — | -13.30% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | +0.10% | +10.18% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.18% | +10.85% | |
| 15 | NTR | Nutrien LTD | 股票-原物料 | 1.64% | +0.04% | +1.55% | |
| 16 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.63% | — | -15.68% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | +0.24% | -13.68% | |
| 18 | TD | Toronto-dominion Bank | 股票-金融 | 1.55% | +1.13% | — | |
| 19 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.53% | -0.09% | EXIT | |
| 20 | ARES | Ares Management CORP - A | 股票-金融 | 1.50% | — | -2.26% | |
| 21 | RBA | Rb Global Inc | 股票-工業 | 1.47% | — | -1.94% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.15% | +16.25% | |
| 23 | RELX | Relx PLC - Spon Adr | 股票-工業 | 1.27% | — | +192.20% | |
| 24 | MFC | Manulife Financial CORP | 股票-金融 | 1.26% | +0.14% | -40.54% | |
| 25 | WELL | Welltower Inc | 股票-房地產 | 1.19% | +0.13% | +14.39% | |
| 26 | AXON | Axon Enterprise Inc | 股票-工業 | 1.17% | — | +4.26% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.15% | -0.21% | +7.25% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | -0.14% | +15.84% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | — | +27.13% | |
| 30 | PAAS | Pan American Silver CORP | 股票-原物料 | 1.09% | -0.90% | +29.05% | |
| 31 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.06% | — | — | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 1.03% | — | +0.04% | |
| 33 | IAG | Iamgold CORP | 股票-其他 | 1.02% | -0.13% | +189.21% | |
| 34 | GEV | GE Vernova Inc | 股票-工業 | 1.01% | — | +39.03% | |
| 35 | TRP | Tc Energy CORP | 股票-能源 | 0.93% | +0.42% | NEW | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.91% | +0.50% | +44.64% | |
| 37 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.91% | -0.03% | EXIT | |
| 38 | AER | AerCap Holdings N.V. | 股票-工業 | 0.91% | -0.05% | +3.15% | |
| 39 | RSG | Republic Services Inc | 股票-工業 | 0.89% | -0.24% | EXIT | |
| 40 | CIB | Grupo Cibest Sa-adr | 股票-其他 | 0.88% | -0.26% | — | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.88% | — | -7.04% | |
| 42 | CAE | Cae Inc | 股票-其他 | 0.84% | -0.39% | EXIT | |
| 43 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.83% | — | +0.17% | |
| 44 | UNM | Unum Group | 股票-金融 | 0.82% | — | +47.50% | |
| 45 | WCN | Waste Connections Inc | 股票-工業 | 0.80% | — | -28.61% | |
| 46 | XPEV | Xpeng Inc - Adr | 股票-其他 | 0.77% | — | +82.11% | |
| 47 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.77% | -0.46% | -31.13% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.75% | — | +160.86% | |
| 49 | CNQ | Canadian Natural Resources | 股票-能源 | 0.71% | +0.65% | +46.75% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.71% | — | +5.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | +1.6% | NEW | 新建倉 |
| 2 | SPOT | Spotify Technology S.A. | +1.1% | NEW | 新建倉 |
| 3 | CLS | Celestica Inc | +1% | -13.12% | 減碼 |
| 4 | CIB | Grupo Cibest Sa-adr | +0.9% | NEW | 新建倉 |
| 5 | RELX | Relx PLC - Spon Adr | +0.8% | +192.20% | 加碼 |
| 6 | CAE | Cae Inc | +0.8% | NEW | 新建倉 |
| 7 | FTS | Fortis Inc | +0.8% | +85.52% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.7% | +18.51% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.7% | +10.18% | 加碼 |
| 10 | IAG | Iamgold CORP | +0.7% | +189.21% | 加碼 |
| 11 | TOST | Toast Inc-class A | +0.7% | NEW | 新建倉 |
| 12 | STN | Stantec Inc | +0.7% | NEW | 新建倉 |
| 13 | TTAN | Servicetitan Inc-a | +0.7% | NEW | 新建倉 |
| 14 | TIGO | Millicom International Cellular S.A. | +0.6% | NEW | 新建倉 |
| 15 | GILD | Gilead Sciences Inc | +0.6% | +838.19% | 加碼 |
| 16 | MCK | Mckesson CORP | +0.6% | NEW | 新建倉 |
| 17 | GEV | GE Vernova Inc | +0.6% | +39.03% | 加碼 |
| 18 | ORLY | O'reilly Automotive Inc | +0.6% | +13239.66% | 加碼 |
| 19 | ROP | Roper Technologies Inc | +0.6% | +1372.45% | 加碼 |
| 20 | CP | Canadian Pacific Kansas City | +0.6% | NEW | 新建倉 |
| 21 | SYK | Stryker CORP | +0.5% | +160.86% | 加碼 |
| 22 | MSFT | Microsoft CORP | +0.5% | +10.85% | 加碼 |
| 23 | ROL | Rollins Inc | +0.4% | +958.31% | 加碼 |
| 24 | ✓ | Ferrovial Se | +0.4% | NEW | 新建倉 |
| 25 | MELI | Mercadolibre Inc | +0.4% | +9.40% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +44.64% | 加碼 |
| 27 | AXON | Axon Enterprise Inc | +0.4% | +4.26% | 加碼 |
| 28 | CM | Can Imperial Bk Of Commerce | +0.3% | -1.91% | 減碼 |
| 29 | FSV | Firstservice CORP | -0.5% | EXIT | 清倉 |
| 30 | ✓ | On Holding AG | -0.5% | EXIT | 清倉 |
| 31 | 07WA | Mr Cooper Group Inc | -0.5% | EXIT | 清倉 |
| 32 | AFL | Aflac Inc | -0.5% | EXIT | 清倉 |
| 33 | WCN | Waste Connections Inc | -0.5% | -28.61% | 減碼 |
| 34 | GEHC | GE Healthcare Technology | -0.6% | EXIT | 清倉 |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | EXIT | 清倉 |
| 36 | KEY | Keycorp | -0.6% | EXIT | 清倉 |
| 37 | PG | Procter & Gamble Co/the | -0.7% | EXIT | 清倉 |
| 38 | ANET | Arista Networks Inc | -0.7% | -85.61% | 減碼 |
| 39 | AVB | Avalonbay Communities Inc | -0.7% | EXIT | 清倉 |
| 40 | IMO | Imperial Oil LTD | -0.7% | EXIT | 清倉 |
| 41 | DSGX | Descartes Systems Grp/the | -0.8% | -57.50% | 減碼 |
| 42 | BNS | Bank Of Nova Scotia | -0.8% | -59.42% | 減碼 |
| 43 | BN | Brookfield CORP | -0.8% | -28.52% | 減碼 |
| 44 | RY | Royal Bank Of Canada | -0.8% | -20.73% | 減碼 |
| 45 | GIL | Gildan Activewear Inc | -0.9% | EXIT | 清倉 |
| 46 | MRSH | Marsh & Mclennan Cos | -0.9% | -68.42% | 減碼 |
| 47 | TRP | Tc Energy CORP | -0.9% | -47.40% | 減碼 |
| 48 | MFC | Manulife Financial CORP | -1% | -40.54% | 減碼 |
| 49 | AGI | Alamos Gold Inc-class A | -1% | -25.40% | 減碼 |
| 50 | PBA | Pembina Pipeline CORP | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Triasima Portfolio Management inc. 在 Q2 2025 季度的美股持倉總市值約為 US$7.4億，共申報了 128 個公開持股部位。
在 Q2 2025 季度，Triasima Portfolio Management inc. 按市值排列的前三大核心持股分別為：RY (5.2%)、BN (3.0%)、SHOP (2.8%)。其中最大持股部位 RY 佔據整體投資組合約 5.2% 的權重。
在 Q2 2025 季度中，Triasima Portfolio Management inc. 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 15 個部位、減碼 12 個部位以及清倉 12 個部位。 其中最大新建倉標的為 TD。 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。
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。