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: 0001365474
申报总市值
US$1.5亿
US$1.5亿
55 檔
27.9%
截至 Q3 2024 季度末，Guardian Investment Management 的美股持仓估值约为 US$1.5亿，全数申报仓位共有 55 档。
在 Q3 2024，Guardian Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 3 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 Investment Management 的前 5 大核心持股（包含 AAPL, MSFT, DHR 等）合计占整体申报市值的 27.9%，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 | AAPL | Apple Inc | 股票-科技 | 19.81% | -1.14% | +7.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.49% | -27.10% | |
| 3 | DHR | Danaher CORP | 股票-医疗保健 | 4.47% | +3.79% | +1283.59% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 4.37% | -1.14% | -23.46% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.97% | -1.04% | +0.10% | |
| 6 | AMGN | Amgen Inc | 股票-医疗保健 | 3.93% | -0.84% | -20.47% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.57% | -0.30% | -0.13% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.10% | -0.41% | -7.48% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.79% | -1.95% | -12.27% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.68% | -0.36% | -0.28% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.59% | -0.28% | -44.58% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.57% | -1.13% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.97% | -0.16% | -26.66% | |
| 14 | ITW | Illinois Tool Works | 股票-工业 | 1.94% | -0.26% | -31.75% | |
| 15 | GE | General Electric | 股票-工业 | 1.86% | +0.19% | -64.58% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.85% | — | — | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 1.78% | +0.62% | — | |
| 18 | BIIB | Biogen Inc | 股票-医疗保健 | 1.70% | -0.03% | — | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.52% | — | -25.84% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.48% | -0.12% | +0.17% | |
| 21 | MMM | 3m Co | 股票-工业 | 1.44% | -0.88% | -0.20% | |
| 22 | KKR | Kkr & Co Inc | 股票-金融 | 1.41% | -0.10% | -6.70% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.59% | — | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.34% | +1.44% | -59.70% | |
| 25 | CSX | Csx CORP | 股票-工业 | 1.27% | -0.09% | -39.40% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.26% | -0.34% | -7.89% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.14% | -0.05% | -81.90% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.14% | -0.12% | +0.49% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | +0.26% | -6.25% | |
| 30 | AXP | American Express Co | 股票-金融 | 1.02% | -0.09% | — | |
| 31 | BA | Boeing Co/the | 股票-工业 | 1.01% | -0.14% | -53.86% | |
| 32 | T | At&t Inc | 股票-通信服务 | 0.96% | -0.32% | -7.83% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.92% | +0.05% | -36.59% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.81% | -0.02% | +0.69% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.81% | +0.01% | -7.98% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.80% | -0.14% | — | |
| 37 | QS | Quantumscape CORP | 股票-周期性消费 | 0.69% | +0.01% | -66.80% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.67% | — | — | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.64% | -0.04% | +1.86% | |
| 40 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.62% | -0.15% | -30.45% | |
| 41 | DE | Deere & Co | 股票-工业 | 0.59% | -0.06% | -82.34% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | +0.59% | — | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | — | -0.66% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | -0.02% | — | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.51% | -0.09% | -9.95% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.51% | -0.09% | -5.02% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.48% | -0.02% | — | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.45% | — | — | |
| 49 | 0VVB | Paramount Global-class B | 股票-其他 | 0.45% | — | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.02% | -66.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.9% | +7.22% | 加仓 |
| 2 | DHR | Danaher CORP | +3.9% | +1283.59% | 加仓 |
| 3 | COST | Costco Wholesale CORP | +0.8% | +0.10% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.7% | -0.13% | 减仓 |
| 5 | ABBV | Abbvie Inc | +0.7% | -7.48% | 减仓 |
| 6 | AMAT | Applied Materials Inc | +0.6% | NEW | 新建仓 |
| 7 | PG | Procter & Gamble Co/the | +0.6% | -0.28% | 减仓 |
| 8 | MMM | 3m Co | +0.5% | -0.20% | 减仓 |
| 9 | CAT | Caterpillar Inc | +0.5% | — | 不变 |
| 10 | 0VVB | Paramount Global-class B | +0.5% | NEW | 新建仓 |
| 11 | WMT | Walmart Inc | +0.4% | -23.46% | 减仓 |
| 12 | KKR | Kkr & Co Inc | +0.4% | -6.70% | 减仓 |
| 13 | JNJ | Johnson & Johnson | +0.4% | -12.27% | 减仓 |
| 14 | CVX | Chevron CORP | +0.3% | — | 不变 |
| 15 | AXP | American Express Co | +0.3% | — | 不变 |
| 16 | ABT | Abbott Laboratories | +0.3% | +0.49% | 加仓 |
| 17 | HD | Home Depot Inc | +0.2% | +0.69% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.2% | -6.25% | 减仓 |
| 19 | PEP | Pepsico Inc | +0.2% | +0.17% | 加仓 |
| 20 | MDLZ | Mondelez International Inc-a | +0.2% | — | 不变 |
| 21 | T | At&t Inc | +0.2% | -7.83% | 减仓 |
| 22 | IBM | Intl Business Machines CORP | +0.2% | — | 不变 |
| 23 | ADP | Automatic Data Processing | +0.2% | — | 不变 |
| 24 | BMY | Bristol-myers Squibb Co | +0.2% | -5.02% | 减仓 |
| 25 | DUK | Duke Energy CORP | +0.1% | -1.14% | 减仓 |
| 26 | C | Citigroup Inc | +0.1% | -7.98% | 减仓 |
| 27 | PFE | Pfizer Inc | +0.1% | -9.95% | 减仓 |
| 28 | BIIB | Biogen Inc | 0% | — | 不变 |
| 29 | QCOM | Qualcomm Inc | — | -0.66% | 减仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -26.66% | 减仓 |
| 31 | WBD | Warner Bros Discovery Inc | 0% | -30.45% | 减仓 |
| 32 | AMGN | Amgen Inc | -0.1% | -20.47% | 减仓 |
| 33 | ITW | Illinois Tool Works | -0.2% | -31.75% | 减仓 |
| 34 | TXN | Texas Instruments Inc | -0.2% | -36.59% | 减仓 |
| 35 | SO | Southern Co/the | -0.2% | EXIT | 清仓 |
| 36 | NSC | Norfolk Southern CORP | -0.3% | EXIT | 清仓 |
| 37 | MRK | Merck & Co. Inc. | -0.3% | -25.84% | 减仓 |
| 38 | CSX | Csx CORP | -0.4% | -39.40% | 减仓 |
| 39 | V | Visa Inc-class A Shares | -0.6% | -66.49% | 减仓 |
| 40 | PARAA | Paramount Global-class A | -0.7% | EXIT | 清仓 |
| 41 | RTX | Rtx CORP | -0.7% | -74.57% | 减仓 |
| 42 | GT | Goodyear Tire & Rubber Co | -0.8% | -71.11% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.8% | -27.10% | 减仓 |
| 44 | BA | Boeing Co/the | -1.2% | -53.86% | 减仓 |
| 45 | QS | Quantumscape CORP | -1.2% | -66.80% | 减仓 |
| 46 | BAC | Bank Of America CORP | -1.3% | -44.58% | 减仓 |
| 47 | GE | General Electric | -1.8% | -64.58% | 减仓 |
| 48 | DE | Deere & Co | -1.9% | -82.34% | 减仓 |
| 49 | INTC | Intel CORP | -2.3% | -59.70% | 减仓 |
| 50 | AMZN | Amazon.com Inc | -4.7% | -81.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Investment Management 在 Q3 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 55 个公开持股仓位。
在 Q3 2024 季度，Guardian Investment Management 按市值排列的前三大核心持股分别为：AAPL (19.8%)、MSFT (4.6%)、DHR (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 19.8% 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
AMAT
市值: US$65.7万
本季最大获利了结 / 清仓标的
PARAA
前期市值: US$93.3万
在 Q3 2024 季度中，Guardian Investment Management 共进行了 43 项持仓异动，包含新建仓 2 个仓位、加仓 6 个仓位、减仓 32 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 AMAT。 本季清仓仓位包含 PARAA。
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。