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
57 檔
41.3%
在 Q4 2024 的 13F 官方备案中，Guardian Investment Management 管理的美股投资组合规模来到 US$1.5亿，整体持股档数为 57 档。
在 Q4 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 30 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, BX, DHR 等）合计占整体申报市值的 41.3%，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 | 17.13% | -1.14% | -2.90% | |
| 2 | BX | Blackstone Inc | 股票-金融 | 17.13% | +3.08% | — | |
| 3 | DHR | Danaher CORP | 股票-医疗保健 | 4.10% | +3.79% | — | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 3.79% | -1.14% | -6.36% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.49% | -4.85% | |
| 6 | AMGN | Amgen Inc | 股票-医疗保健 | 3.42% | -0.84% | +29.47% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.40% | -1.04% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.28% | -0.30% | -2.54% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.33% | -0.28% | -2.11% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.26% | -0.41% | -2.47% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.16% | -1.13% | +3.21% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.05% | -0.36% | -4.57% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.01% | -1.95% | -2.75% | |
| 14 | QS | Quantumscape CORP | 股票-周期性消费 | 1.70% | +0.01% | +158.59% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | -0.16% | — | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 1.56% | -0.26% | — | |
| 17 | GE | General Electric | 股票-工业 | 1.36% | +0.19% | -0.22% | |
| 18 | KKR | Kkr & Co Inc | 股票-金融 | 1.31% | -0.10% | -0.80% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.29% | +0.62% | -5.67% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.19% | -0.05% | +6.53% | |
| 21 | MMM | 3m Co | 股票-工业 | 1.11% | -0.88% | -1.22% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.10% | -0.12% | — | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.09% | — | -1.29% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.59% | -3.29% | |
| 25 | CSX | Csx CORP | 股票-工业 | 1.02% | -0.09% | — | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.96% | -0.14% | -1.43% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.94% | -0.34% | — | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.26% | -10.38% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.92% | -0.09% | -0.57% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.90% | +1.44% | -4.88% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.88% | -0.12% | -5.61% | |
| 32 | SLB | Slb LTD | 股票-能源 | 0.87% | — | — | |
| 33 | BIIB | Biogen Inc | 股票-医疗保健 | 0.80% | -0.03% | -28.18% | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.75% | -0.32% | -8.69% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 0.70% | +0.05% | — | |
| 36 | GEV | GE Vernova Inc | 股票-工业 | 0.65% | +0.19% | — | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.65% | +0.01% | -14.01% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.65% | -0.02% | — | |
| 39 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.64% | -0.15% | -2.21% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.57% | -0.01% | — | |
| 41 | EMR | Emerson Electric Co | 股票-工业 | 0.57% | -0.04% | -4.43% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.54% | -0.14% | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | — | -21.43% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | -0.09% | — | |
| 45 | DE | Deere & Co | 股票-工业 | 0.43% | -0.06% | -12.27% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.41% | +0.59% | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | -0.02% | -13.51% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.34% | -0.02% | -6.75% | |
| 49 | PARAA | Paramount Global-class A | 股票-其他 | 0.32% | — | — | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.32% | — | -22.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +17.1% | NEW | 新建仓 |
| 2 | QS | Quantumscape CORP | +1% | +158.59% | 加仓 |
| 3 | SLB | Slb LTD | +0.9% | NEW | 新建仓 |
| 4 | GEV | GE Vernova Inc | +0.7% | NEW | 新建仓 |
| 5 | GS | Goldman Sachs Group Inc | +0.6% | NEW | 新建仓 |
| 6 | PARAA | Paramount Global-class A | +0.3% | NEW | 新建仓 |
| 7 | AMZN | Amazon.com Inc | +0.1% | +6.53% | 加仓 |
| 8 | WBD | Warner Bros Discovery Inc | 0% | -2.21% | 减仓 |
| 9 | BA | Boeing Co/the | -0.1% | -1.43% | 减仓 |
| 10 | EMR | Emerson Electric Co | -0.1% | -4.43% | 减仓 |
| 11 | KKR | Kkr & Co Inc | -0.1% | -0.80% | 减仓 |
| 12 | AXP | American Express Co | -0.1% | -0.57% | 减仓 |
| 13 | RTX | Rtx CORP | -0.1% | -11.37% | 减仓 |
| 14 | EL | Estee Lauder Companies-cl A | -0.1% | — | 不变 |
| 15 | UPS | United Parcel Service-cl B | -0.1% | -6.75% | 减仓 |
| 16 | IBM | Intl Business Machines CORP | -0.2% | -13.51% | 减仓 |
| 17 | AMAT | Applied Materials Inc | -0.2% | — | 不变 |
| 18 | DE | Deere & Co | -0.2% | -12.27% | 减仓 |
| 19 | V | Visa Inc-class A Shares | -0.2% | -19.58% | 减仓 |
| 20 | PFE | Pfizer Inc | -0.2% | -18.72% | 减仓 |
| 21 | ADP | Automatic Data Processing | -0.2% | -21.43% | 减仓 |
| 22 | T | At&t Inc | -0.2% | -8.69% | 减仓 |
| 23 | TXN | Texas Instruments Inc | -0.2% | — | 不变 |
| 24 | QCOM | Qualcomm Inc | -0.2% | -22.53% | 减仓 |
| 25 | BAC | Bank Of America CORP | -0.3% | -2.11% | 减仓 |
| 26 | MDLZ | Mondelez International Inc-a | -0.3% | — | 不变 |
| 27 | ABT | Abbott Laboratories | -0.3% | -5.61% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | -0.3% | -2.54% | 减仓 |
| 29 | CMCSA | Comcast Corp-class A | -0.3% | — | 不变 |
| 30 | MMM | 3m Co | -0.3% | -1.22% | 减仓 |
| 31 | DHR | Danaher CORP | -0.4% | — | 不变 |
| 32 | XOM | Exxon Mobil CORP | -0.4% | -3.29% | 减仓 |
| 33 | PEP | Pepsico Inc | -0.4% | — | 不变 |
| 34 | ITW | Illinois Tool Works | -0.4% | — | 不变 |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -1.29% | 减仓 |
| 36 | INTC | Intel CORP | -0.4% | -4.88% | 减仓 |
| 37 | TGT | Target CORP | -0.5% | EXIT | 清仓 |
| 38 | 0VVB | Paramount Global-class B | -0.5% | EXIT | 清仓 |
| 39 | CAT | Caterpillar Inc | -0.5% | -5.67% | 减仓 |
| 40 | GE | General Electric | -0.5% | -0.22% | 减仓 |
| 41 | AMGN | Amgen Inc | -0.5% | +29.47% | 加仓 |
| 42 | COST | Costco Wholesale CORP | -0.6% | — | 不变 |
| 43 | WMT | Walmart Inc | -0.6% | -6.36% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -0.6% | -4.57% | 减仓 |
| 45 | JNJ | Johnson & Johnson | -0.8% | -2.75% | 减仓 |
| 46 | ABBV | Abbvie Inc | -0.8% | -2.47% | 减仓 |
| 47 | BIIB | Biogen Inc | -0.9% | -28.18% | 减仓 |
| 48 | MSFT | Microsoft CORP | -1% | -4.85% | 减仓 |
| 49 | DIS | Walt Disney Co/the | -1.9% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -2.7% | -2.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Investment Management 在 Q4 2024 季度的美股持仓总市值约为 US$1.5亿，共申报了 57 个公开持股仓位。
在 Q4 2024 季度，Guardian Investment Management 按市值排列的前三大核心持股分别为：AAPL (17.1%)、BX (17.1%)、DHR (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 17.1% 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
BX
市值: US$2400.3万
本季最大获利了结 / 清仓标的
DIS
前期市值: US$215.3万
在 Q4 2024 季度中，Guardian Investment Management 共进行了 41 项持仓异动，包含新建仓 5 个仓位、加仓 3 个仓位、减仓 30 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BX。 本季清仓仓位包含 DIS。
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。