13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001224324
申报总市值
US$41.1亿
US$41.1亿
125 檔
17.9%
Q3 2024 季度申报显示，Guardian Capital LP 披露的美股组合总市值为 US$41.1亿，涵盖 125 个不同之权益投资仓位。
在 Q3 2024，Guardian Capital LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 71 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Guardian Capital LP 的前 5 大核心持股（包含 RY, BMO, OTEX 等）合计占整体申报市值的 17.9%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | 股票-金融 | 7.55% | +0.76% | -9.81% | |
| 2 | BMO | Bank Of Montreal | 股票-金融 | 7.14% | +0.21% | -15.88% | |
| 3 | OTEX | Open Text CORP | 股票-其他 | 4.76% | +0.06% | -4.75% | |
| 4 | BN | Brookfield CORP | 股票-金融 | 3.81% | +0.52% | -13.61% | |
| 5 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 3.72% | -1.06% | -9.87% | |
| 6 | CNQ | Canadian Natural Resources | 股票-能源 | 3.54% | -0.68% | -15.04% | |
| 7 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 3.37% | -0.25% | +0.84% | |
| 8 | SU | Suncor Energy Inc | 股票-能源 | 3.08% | -0.14% | -16.90% | |
| 9 | TU | Telus CORP | 股票-其他 | 2.98% | -0.01% | +0.79% | |
| 10 | GIB | Cgi Inc | 股票-科技 | 2.85% | +0.72% | -4.30% | |
| 11 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.62% | +0.14% | +16.87% | |
| 12 | CP | Canadian Pacific Kansas City | 股票-工业 | 2.50% | -0.05% | -16.71% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +0.03% | -0.20% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.04% | +0.21% | -0.45% | |
| 15 | TD | Toronto-dominion Bank | 股票-金融 | 1.93% | +0.46% | +11.10% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.71% | -0.19% | +1.25% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.66% | +0.34% | +894.93% | |
| 18 | ENB | Enbridge Inc | 股票-能源 | 1.46% | -0.24% | -2.71% | |
| 19 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.42% | -0.25% | -11.75% | |
| 20 | MFC | Manulife Financial CORP | 股票-金融 | 1.33% | +0.03% | -5.84% | |
| 21 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.33% | +0.08% | +2.85% | |
| 22 | FTS | Fortis Inc | 股票-公用事业 | 1.27% | -0.09% | -15.72% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.22% | -0.03% | -0.18% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.13% | -0.01% | -0.56% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.04% | -0.03% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.08% | +0.06% | -0.07% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.06% | -0.21% | +0.81% | |
| 28 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.05% | -0.01% | EXIT | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 1.00% | +0.62% | -0.63% | |
| 30 | STN | Stantec Inc | 股票-其他 | 1.00% | -0.22% | -15.47% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.98% | — | +8.30% | |
| 32 | CCJ | Cameco CORP | 股票-能源 | 0.95% | — | -23.21% | |
| 33 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.95% | -0.38% | -6.94% | |
| 34 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.91% | +0.12% | -1.60% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.29% | -8.56% | |
| 36 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.81% | — | -0.59% | |
| 37 | RSG | Republic Services Inc | 股票-工业 | 0.80% | -0.04% | -0.61% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.05% | -3.58% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.74% | -0.16% | -0.56% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.74% | +0.01% | -0.29% | |
| 41 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.73% | -0.04% | -1.90% | |
| 42 | ABX | Barrick Gold CORP | 股票-金融 | 0.69% | — | -2.00% | |
| 43 | SLF | Sun Life Financial Inc | 股票-金融 | 0.68% | +0.21% | -14.67% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.65% | -0.04% | +0.09% | |
| 45 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.65% | -0.13% | +11.86% | |
| 46 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.62% | -0.04% | +32.62% | |
| 47 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.62% | — | -1.93% | |
| 48 | NTR | Nutrien LTD | 股票-原材料 | 0.54% | — | -1.61% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.53% | +0.08% | -0.55% | |
| 50 | BEPC | Brookfield Renewable Corporation | 股票-公用事业 | 0.53% | — | -14.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CM | Can Imperial Bk Of Commerce | +0.8% | +16.87% | 加仓 |
| 2 | TD | Toronto-dominion Bank | +0.4% | +11.10% | 加仓 |
| 3 | AEM | Agnico Eagle Mines LTD | +0.3% | -9.87% | 减仓 |
| 4 | BN | Brookfield CORP | +0.3% | -13.61% | 减仓 |
| 5 | TU | Telus CORP | +0.2% | +0.79% | 加仓 |
| 6 | RY | Royal Bank Of Canada | +0.2% | -9.81% | 减仓 |
| 7 | HIG | Hartford Insurance Group Inc | +0.2% | +32.62% | 加仓 |
| 8 | GIB | Cgi Inc | +0.2% | -4.30% | 减仓 |
| 9 | MCD | Mcdonald's CORP | +0.2% | +0.81% | 加仓 |
| 10 | AAPL | Apple Inc | +0.1% | -0.45% | 减仓 |
| 11 | ACN | Accenture plc | +0.1% | -0.18% | 减仓 |
| 12 | OTEX | Open Text CORP | +0.1% | -4.75% | 减仓 |
| 13 | EWJV | Ishares Msci Japan Value ETF | +0.1% | NEW | 新建仓 |
| 14 | ENB | Enbridge Inc | +0.1% | -2.71% | 减仓 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -0.07% | 减仓 |
| 16 | BNS | Bank Of Nova Scotia | +0.1% | -1.60% | 减仓 |
| 17 | RCI | Rogers Communications Inc-b | +0.1% | +11.86% | 加仓 |
| 18 | YUMC | Yum China Holdings Inc | +0.1% | +47.48% | 加仓 |
| 19 | MA | Mastercard Inc - A | +0.1% | -0.03% | 减仓 |
| 20 | HD | Home Depot Inc | +0.1% | -0.29% | 减仓 |
| 21 | GRT-UCAD | Granite Real Estate Investme | +0.1% | -1.93% | 减仓 |
| 22 | TRP | Tc Energy CORP | +0.1% | -2.00% | 减仓 |
| 23 | ABX | Barrick Gold CORP | +0.1% | -2.00% | 减仓 |
| 24 | KVUE | Kenvue Inc | +0.1% | -3.35% | 减仓 |
| 25 | ILMN | Illumina Inc | +0.1% | +45.67% | 加仓 |
| 26 | AVGO | Broadcom Inc | +0.1% | +894.93% | 加仓 |
| 27 | EQIX | Equinix Inc | +0.1% | -0.50% | 减仓 |
| 28 | ABBV | Abbvie Inc | +0.1% | -0.55% | 减仓 |
| 29 | APD | Air Products & Chemicals Inc | +0.1% | -1.58% | 减仓 |
| 30 | GWW | Ww Grainger Inc | +0.1% | -0.49% | 减仓 |
| 31 | UL | Unilever PLC | +0.1% | -0.14% | 减仓 |
| 32 | MKTX | Marketaxess Holdings Inc | +0.1% | +0.80% | 加仓 |
| 33 | ESMV | Ishares Esg Optimized Msci U | +0.1% | +80.78% | 加仓 |
| 34 | COST | Costco Wholesale CORP | 0% | +1.25% | 加仓 |
| 35 | WMB | Williams Cos Inc | 0% | -0.56% | 减仓 |
| 36 | PBA | Pembina Pipeline CORP | 0% | -1.90% | 减仓 |
| 37 | IBN | Icici Bank Ltd-spon Adr | 0% | +12.05% | 加仓 |
| 38 | WEC | Wec Energy Group Inc | 0% | -0.59% | 减仓 |
| 39 | BKNG | Booking Holdings Inc | 0% | +3.01% | 加仓 |
| 40 | JNJ | Johnson & Johnson | 0% | -3.58% | 减仓 |
| 41 | BEP | Brookfield Renewable Partners L.P. | 0% | -2.01% | 减仓 |
| 42 | DHR | Danaher CORP | 0% | +63.97% | 加仓 |
| 43 | SNY | Sanofi-adr | 0% | -0.47% | 减仓 |
| 44 | WAT | Waters CORP | 0% | +0.84% | 加仓 |
| 45 | APH | Amphenol Corp-cl A | 0% | NEW | 新建仓 |
| 46 | MFC | Manulife Financial CORP | 0% | -5.84% | 减仓 |
| 47 | 1939900D | Brookfield Infrastructure-a | 0% | -16.85% | 减仓 |
| 48 | CME | Cme Group Inc | 0% | -2.09% | 减仓 |
| 49 | ADP | Automatic Data Processing | 0% | +1.01% | 加仓 |
| 50 | EOG | Eog Resources Inc | 0% | +16.64% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Capital LP 在 Q3 2024 季度的美股持仓总市值约为 US$41.1亿，共申报了 125 个公开持股仓位。
在 Q3 2024 季度，Guardian Capital LP 按市值排列的前三大核心持股分别为：RY (7.5%)、BMO (7.1%)、OTEX (4.8%)。其中最大持股仓位 RY 占据整体投资组合约 7.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
EWJV
市值: US$315.3万
本季最大获利了结 / 清仓标的
FDS
前期市值: US$96.5万
在 Q3 2024 季度中，Guardian Capital LP 共进行了 119 项持仓异动，包含新建仓 3 个仓位、加仓 41 个仓位、减仓 71 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 EWJV。 本季清仓仓位包含 FDS。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。