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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001365474
申报总市值
US$1.5亿
US$1.5亿
51 檔
26.2%
Q2 2025 季度申报显示，Guardian Investment Management 披露的美股组合总市值为 US$1.5亿，涵盖 51 个不同之权益投资仓位。
在 Q2 2025，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 23 个仓位并完全清仓 6 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, DHR, AMGN 等）合计占整体申报市值的 26.2%，反映机构在主要关键仓位上的权重分布。
本季最大获利了结 / 清仓标的
BX
前期市值: US$1816.0万
| # | 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 | 16.23% | -1.14% | -11.41% | |
| 2 | DHR | Danaher CORP | 股票-医疗保健 | 10.10% | +3.79% | +49.04% | |
| 3 | AMGN | Amgen Inc | 股票-医疗保健 | 5.25% | -0.84% | +2.75% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.03% | -1.04% | +11.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.49% | -12.11% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 3.44% | -0.28% | +1.40% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 3.43% | -1.14% | -24.24% | |
| 8 | QS | Quantumscape CORP | 股票-周期性消费 | 2.76% | +0.01% | +336.21% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.67% | -0.41% | -12.84% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.56% | -1.13% | -1.11% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.30% | -36.23% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.46% | -1.95% | -7.56% | |
| 13 | GE | General Electric | 股票-工业 | 2.20% | +0.19% | -1.10% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.95% | +0.62% | +8.72% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.74% | -0.05% | +41.73% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.67% | -0.36% | -30.18% | |
| 17 | KKR | Kkr & Co Inc | 股票-金融 | 1.64% | -0.10% | -1.21% | |
| 18 | BA | Boeing Co/the | 股票-工业 | 1.50% | -0.14% | +2.16% | |
| 19 | ITW | Illinois Tool Works | 股票-工业 | 1.49% | -0.26% | -15.49% | |
| 20 | GEV | GE Vernova Inc | 股票-工业 | 1.46% | +0.19% | -1.12% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.16% | -41.16% | |
| 22 | MMM | 3m Co | 股票-工业 | 1.38% | -0.88% | -8.16% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.34% | -0.12% | -0.17% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.59% | +9.31% | |
| 25 | CSX | Csx CORP | 股票-工业 | 1.27% | -0.09% | — | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.26% | +1.44% | +2.66% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.20% | — | — | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.19% | -0.34% | -5.71% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.26% | -2.33% | |
| 30 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.13% | +1.85% | +6.04% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.09% | +0.05% | — | |
| 32 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.06% | -0.15% | +9.37% | |
| 33 | SLB | Slb LTD | 股票-能源 | 1.03% | — | — | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.98% | -0.32% | -1.75% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.91% | +0.01% | — | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.89% | +0.59% | +64.41% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.79% | -0.12% | -18.44% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.73% | -0.06% | — | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.69% | -0.14% | -2.42% | |
| 40 | BIIB | Biogen Inc | 股票-医疗保健 | 0.67% | -0.03% | -27.40% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | -0.02% | — | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.45% | -0.04% | — | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.44% | -0.09% | -3.55% | |
| 44 | GT | Goodyear Tire & Rubber Co | 股票-周期性消费 | 0.43% | +0.03% | +5.06% | |
| 45 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.42% | -0.10% | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | -0.02% | -20.00% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.35% | -0.12% | -12.63% | |
| 48 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.35% | — | -4.49% | |
| 49 | PFE | Pfizer Inc | 股票-医疗保健 | 0.34% | -0.09% | +17.02% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.31% | +0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +6.5% | +49.04% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +1.4% | +11.09% | 加仓 |
| 3 | QS | Quantumscape CORP | +1.3% | +336.21% | 加仓 |
| 4 | MSFT | Microsoft CORP | +1.2% | -12.11% | 减仓 |
| 5 | BAC | Bank Of America CORP | +0.9% | +1.40% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.9% | +41.73% | 加仓 |
| 7 | GEV | GE Vernova Inc | +0.8% | -1.12% | 减仓 |
| 8 | CAT | Caterpillar Inc | +0.7% | +8.72% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.5% | +64.41% | 加仓 |
| 10 | BA | Boeing Co/the | +0.5% | +2.16% | 加仓 |
| 11 | KKR | Kkr & Co Inc | +0.5% | -1.21% | 减仓 |
| 12 | ADM | Archer-daniels-midland Co | +0.5% | +6.04% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.5% | +2.75% | 加仓 |
| 14 | CSX | Csx CORP | +0.3% | — | 不变 |
| 15 | WBD | Warner Bros Discovery Inc | +0.3% | +9.37% | 加仓 |
| 16 | TXN | Texas Instruments Inc | +0.3% | — | 不变 |
| 17 | CSCO | Cisco Systems Inc | +0.3% | -2.33% | 减仓 |
| 18 | C | Citigroup Inc | +0.3% | — | 不变 |
| 19 | MMM | 3m Co | +0.2% | -8.16% | 减仓 |
| 20 | DE | Deere & Co | +0.2% | — | 不变 |
| 21 | EMR | Emerson Electric Co | +0.1% | — | 不变 |
| 22 | GT | Goodyear Tire & Rubber Co | +0.1% | +5.06% | 加仓 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | -5.71% | 减仓 |
| 24 | EL | Estee Lauder Companies-cl A | +0.1% | -4.49% | 减仓 |
| 25 | MDLZ | Mondelez International Inc-a | +0.1% | -2.42% | 减仓 |
| 26 | PFE | Pfizer Inc | +0.1% | +17.02% | 加仓 |
| 27 | PEP | Pepsico Inc | +0.1% | -0.17% | 减仓 |
| 28 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 29 | JNJ | Johnson & Johnson | 0% | -7.56% | 减仓 |
| 30 | WMT | Walmart Inc | 0% | -24.24% | 减仓 |
| 31 | CVX | Chevron CORP | 0% | -1.11% | 减仓 |
| 32 | V | Visa Inc-class A Shares | 0% | -3.58% | 减仓 |
| 33 | ITW | Illinois Tool Works | 0% | -15.49% | 减仓 |
| 34 | NOC | Northrop Grumman CORP | 0% | -12.63% | 减仓 |
| 35 | ABT | Abbott Laboratories | — | -18.44% | 减仓 |
| 36 | SLB | Slb LTD | 0% | — | 不变 |
| 37 | HD | Home Depot Inc | 0% | — | 不变 |
| 38 | BMY | Bristol-myers Squibb Co | -0.1% | -3.55% | 减仓 |
| 39 | BIIB | Biogen Inc | -0.2% | -27.40% | 减仓 |
| 40 | UPS | United Parcel Service-cl B | -0.2% | EXIT | 清仓 |
| 41 | ABBV | Abbvie Inc | -0.2% | -12.84% | 减仓 |
| 42 | ADP | Automatic Data Processing | -0.2% | EXIT | 清仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | -36.23% | 减仓 |
| 44 | AAPL | Apple Inc | -0.4% | -11.41% | 减仓 |
| 45 | PARAA | Paramount Global-class A | -0.4% | EXIT | 清仓 |
| 46 | PG | Procter & Gamble Co/the | -0.5% | -30.18% | 减仓 |
| 47 | GS | Goldman Sachs Group Inc | -0.6% | EXIT | 清仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -41.16% | 减仓 |
| 49 | AXP | American Express Co | -0.9% | EXIT | 清仓 |
| 50 | BX | Blackstone Inc | -15.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Investment Management 在 Q2 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 51 个公开持股仓位。
在 Q2 2025 季度，Guardian Investment Management 按市值排列的前三大核心持股分别为：AAPL (16.2%)、DHR (10.1%)、AMGN (5.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 16.2% 的权重。
在 Q2 2025 季度中，Guardian Investment Management 共进行了 42 项持仓异动，包含新建仓 0 个仓位、加仓 13 个仓位、减仓 23 个仓位以及清仓 6 个仓位。 本季清仓仓位包含 BX。
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。
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。
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。