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
127 檔
21.6%
Q2 2026 季度申報顯示，Triasima Portfolio Management inc. 揭露的美股組合總市值為 US$7.6億，涵蓋 127 個不同之權益投資部位。
Q2 2026 的申報記錄反映 Triasima Portfolio Management inc. 的板塊替換策略：機構本季推動了 76 筆增持與 69 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 RY, TD, CM）占據了總市值的 21.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
RPRX
市值: US$1013.2萬
本季最大獲利了結 / 清倉標的
GRTUF
前期市值: US$689.3萬
| # | 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 | 7.13% | -0.22% | +0.81% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 5.02% | -0.02% | +10.88% | |
| 3 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.79% | -0.53% | +5.37% | |
| 4 | BMO | Bank Of Montreal | 股票-金融 | 3.67% | -0.10% | +9.36% | |
| 5 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 2.51% | -0.82% | +0.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.32% | -0.19% | +0.53% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.16% | -0.18% | +3.04% | |
| 8 | FTS | Fortis Inc | 股票-公用事業 | 2.04% | -0.16% | +2.69% | |
| 9 | HBM | Hudbay Minerals Inc | 股票-其他 | 1.80% | +0.28% | -1.69% | |
| 10 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.73% | +0.56% | +79.18% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.63% | -0.05% | +58.18% | |
| 12 | CLS | Celestica Inc | 股票-科技 | 1.59% | -0.84% | -13.71% | |
| 13 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.52% | -1.28% | +3.81% | |
| 14 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.51% | +0.05% | — | |
| 15 | WELL | Welltower Inc | 股票-房地產 | 1.48% | +0.02% | +6.97% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 1.48% | -0.66% | -12.37% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.44% | +0.19% | +50.45% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | +0.91% | -1.29% | |
| 19 | TFII | Tfi International Inc | 股票-其他 | 1.41% | -0.13% | +5.83% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.38% | -0.11% | |
| 21 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 1.37% | +0.35% | — | |
| 22 | CIB | Grupo Cibest Sa-adr | 股票-其他 | 1.32% | +0.41% | -14.18% | |
| 23 | ENB | Enbridge Inc | 股票-能源 | 1.30% | -0.99% | +21.79% | |
| 24 | SPG | Simon Property Group Inc | 股票-房地產 | 1.29% | -0.14% | +35.64% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 1.28% | -0.87% | +900.00% | |
| 26 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.21% | -0.23% | +131.01% | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.17% | -0.40% | -46.84% | |
| 28 | CCJ | Cameco CORP | 股票-能源 | 1.16% | -1.16% | EXIT | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | -0.70% | +1.08% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.15% | -0.51% | +13.98% | |
| 31 | MGA | Magna International Inc | 股票-循環性消費 | 1.14% | +0.50% | +20.48% | |
| 32 | KGC | Kinross Gold CORP | 股票-原物料 | 1.13% | -0.53% | -29.96% | |
| 33 | CVE | Cenovus Energy Inc | 股票-能源 | 1.09% | +0.51% | -6.22% | |
| 34 | MDA | Mda Space LTD | 股票-其他 | 1.08% | -0.30% | +24.41% | |
| 35 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.04% | -0.32% | -16.60% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 1.03% | -0.17% | +4.17% | |
| 37 | MFC | Manulife Financial CORP | 股票-金融 | 1.01% | +1.09% | +9.82% | |
| 38 | GEV | GE Vernova Inc | 股票-工業 | 1.00% | -0.45% | -16.64% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | -0.23% | +9.02% | |
| 40 | ✓ | Ferrovial Se | 股票-其他 | 0.97% | -0.97% | EXIT | |
| 41 | AER | AerCap Holdings N.V. | 股票-工業 | 0.95% | -0.18% | +0.20% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.95% | -0.34% | -14.70% | |
| 43 | PAAS | Pan American Silver CORP | 股票-原物料 | 0.94% | -0.94% | EXIT | |
| 44 | CNQ | Canadian Natural Resources | 股票-能源 | 0.89% | +0.79% | +405.14% | |
| 45 | CFG | Citizens Financial Group | 股票-金融 | 0.87% | -0.08% | +48.13% | |
| 46 | EFXT | Enerflex LTD | 股票-其他 | 0.86% | -0.46% | +59.62% | |
| 47 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.83% | -0.25% | -0.45% | |
| 48 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.82% | +1.18% | -65.87% | |
| 49 | PWR | Quanta Services Inc | 股票-工業 | 0.81% | +0.19% | +52.02% | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.80% | -0.80% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RPRX | Royalty Pharma plc | +1.4% | NEW | 新建倉 |
| 2 | TD | Toronto-dominion Bank | +1.1% | +10.88% | 加碼 |
| 3 | RY | Royal Bank Of Canada | +1% | +0.81% | 加碼 |
| 4 | BMO | Bank Of Montreal | +0.8% | +9.36% | 加碼 |
| 5 | CNI | Canadian Natl Railway Co | +0.8% | +79.18% | 加碼 |
| 6 | IBKR | Interactive Brokers Gro-cl A | +0.8% | +131.01% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.8% | +58.18% | 加碼 |
| 8 | CNQ | Canadian Natural Resources | +0.7% | +405.14% | 加碼 |
| 9 | KLAC | Kla CORP | +0.6% | +900.00% | 加碼 |
| 10 | BWA | Borgwarner Inc | +0.6% | NEW | 新建倉 |
| 11 | LRCX | Lam Research CORP | +0.6% | -12.37% | 減碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +3.04% | 加碼 |
| 13 | AAPL | Apple Inc | +0.5% | +50.45% | 加碼 |
| 14 | CM | Can Imperial Bk Of Commerce | +0.5% | +5.37% | 加碼 |
| 15 | MDA | Mda Space LTD | +0.5% | +24.41% | 加碼 |
| 16 | NOK | Nokia Corp-spon Adr | +0.5% | NEW | 新建倉 |
| 17 | CVS | Cvs Health CORP | +0.5% | NEW | 新建倉 |
| 18 | RL | Ralph Lauren CORP | +0.4% | NEW | 新建倉 |
| 19 | TRP | Tc Energy CORP | +0.4% | NEW | 新建倉 |
| 20 | PBA | Pembina Pipeline CORP | +0.4% | NEW | 新建倉 |
| 21 | TGT | Target CORP | +0.4% | NEW | 新建倉 |
| 22 | SPG | Simon Property Group Inc | +0.4% | +35.64% | 加碼 |
| 23 | INTC | Intel CORP | +0.4% | -46.84% | 減碼 |
| 24 | TXN | Texas Instruments Inc | +0.4% | +48.19% | 加碼 |
| 25 | PWR | Quanta Services Inc | +0.4% | +52.02% | 加碼 |
| 26 | EFXT | Enerflex LTD | +0.3% | +59.62% | 加碼 |
| 27 | CGNX | Cognex CORP | +0.3% | NEW | 新建倉 |
| 28 | CSCO | Cisco Systems Inc | +0.3% | +9.02% | 加碼 |
| 29 | CFG | Citizens Financial Group | +0.3% | +48.13% | 加碼 |
| 30 | ASML | ASML Holding N.V. | +0.3% | +28.81% | 加碼 |
| 31 | MEOH | Methanex CORP | +0.3% | NEW | 新建倉 |
| 32 | TFII | Tfi International Inc | +0.3% | +5.83% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.53% | 加碼 |
| 34 | MGA | Magna International Inc | +0.2% | +20.48% | 加碼 |
| 35 | BELFA | Bel Fuse Inc-cl A | +0.2% | +296.21% | 加碼 |
| 36 | TECK | Teck Resources Ltd-cls B | +0.2% | NEW | 新建倉 |
| 37 | TIGO | Millicom International Cellular S.A. | +0.2% | +0.41% | 加碼 |
| 38 | GS | Goldman Sachs Group Inc | +0.2% | +13.98% | 加碼 |
| 39 | BNS | Bank Of Nova Scotia | +0.2% | — | 不變 |
| 40 | AEP | American Electric Power | +0.2% | NEW | 新建倉 |
| 41 | UBS | UBS Group AG | +0.2% | +4.17% | 加碼 |
| 42 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 43 | MFC | Manulife Financial CORP | +0.1% | +9.82% | 加碼 |
| 44 | EZPW | Ezcorp Inc-cl A | +0.1% | -0.45% | 減碼 |
| 45 | CASY | Casey's General Stores Inc | +0.1% | NEW | 新建倉 |
| 46 | WELL | Welltower Inc | +0.1% | +6.97% | 加碼 |
| 47 | JBL | Jabil Inc | +0.1% | +0.24% | 加碼 |
| 48 | BWXT | Bwx Technologies Inc | +0.1% | +194.00% | 加碼 |
| 49 | SPHR | Sphere Entertainment Co | +0.1% | +224.80% | 加碼 |
| 50 | ENB | Enbridge Inc | +0.1% | +21.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Triasima Portfolio Management inc. 在 Q2 2026 季度的美股持倉總市值約為 US$7.6億，共申報了 127 個公開持股部位。
在 Q2 2026 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%)、TD (5.0%)、CM (3.8%)。其中最大持股部位 RY 佔據整體投資組合約 7.1% 的權重。
在 Q2 2026 季度中，Triasima Portfolio Management inc. 共進行了 145 項持倉異動，包含新建倉 19 個部位、加碼 57 個部位、減碼 40 個部位以及清倉 29 個部位。 其中最大新建倉標的為 RPRX。 本季清倉部位包含 GRTUF。
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。