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
30.1%
在 Q3 2025 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 55 档。
在 Q3 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 22 个仓位并完全清仓 8 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, MSFT 等）合计占整体申报市值的 30.1%，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 | 17.07% | -1.14% | +0.29% | |
| 2 | DHR | Danaher CORP | 股票-医疗保健 | 10.13% | +3.79% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | -0.49% | +23.97% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.97% | -1.04% | -0.10% | |
| 5 | AMGN | Amgen Inc | 股票-医疗保健 | 3.89% | -0.84% | -13.27% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.16% | -1.14% | +3.44% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 3.12% | -0.28% | -1.68% | |
| 8 | GE | General Electric | 股票-工业 | 2.86% | +0.19% | -0.56% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.80% | -0.41% | -0.35% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.78% | -1.13% | +18.56% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.65% | -1.95% | +4.99% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 2.52% | +3.08% | — | |
| 13 | QS | Quantumscape CORP | 股票-周期性消费 | 2.50% | +0.01% | -3.95% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | -0.30% | -0.18% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 2.02% | +0.62% | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.62% | -0.36% | +18.97% | |
| 17 | CSX | Csx CORP | 股票-工业 | 1.52% | -0.09% | +29.60% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.46% | -0.05% | +1.09% | |
| 19 | BA | Boeing Co/the | 股票-工业 | 1.45% | -0.14% | +10.92% | |
| 20 | GEV | GE Vernova Inc | 股票-工业 | 1.41% | +0.19% | -1.61% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.34% | +1.44% | -16.34% | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 1.33% | -0.26% | — | |
| 23 | AXP | American Express Co | 股票-金融 | 1.30% | -0.09% | — | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.59% | +13.13% | |
| 25 | MMM | 3m Co | 股票-工业 | 1.25% | -0.88% | +5.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.16% | — | |
| 27 | KKR | Kkr & Co Inc | 股票-金融 | 1.20% | -0.10% | -11.04% | |
| 28 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.18% | +1.85% | +8.23% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.26% | — | |
| 30 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.96% | -0.15% | -36.75% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +0.59% | +8.76% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.88% | -0.34% | — | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.82% | +0.01% | -10.82% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | -0.01% | — | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.05% | — | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.81% | -0.32% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.02% | — | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +0.72% | — | |
| 39 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.68% | -0.05% | — | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.65% | -0.12% | — | |
| 41 | BIIB | Biogen Inc | 股票-医疗保健 | 0.64% | -0.03% | +1.89% | |
| 42 | DE | Deere & Co | 股票-工业 | 0.61% | -0.06% | +10.35% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.60% | -0.14% | +11.93% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.49% | -0.02% | -25.89% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.12% | -62.50% | |
| 46 | MP | Mp Materials CORP | 股票-原材料 | 0.43% | +0.04% | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.02% | +41.67% | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.38% | -0.04% | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.36% | -0.09% | — | |
| 50 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.35% | -0.10% | — |
| # | 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% | — | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.6% | +23.97% | 加仓 |
| 3 | GE | General Electric | +1% | -0.56% | 减仓 |
| 4 | QS | Quantumscape CORP | +1% | -3.95% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.8% | — | 加仓 |
| 6 | GEV | GE Vernova Inc | +0.7% | -1.61% | 减仓 |
| 7 | BAC | Bank Of America CORP | +0.6% | -1.68% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.6% | +1.09% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.6% | +8.76% | 加仓 |
| 10 | CSX | Csx CORP | +0.6% | +29.60% | 加仓 |
| 11 | ADM | Archer-daniels-midland Co | +0.5% | +8.23% | 加仓 |
| 12 | AAPL | Apple Inc | +0.5% | +0.29% | 减仓 |
| 13 | BA | Boeing Co/the | +0.5% | +10.92% | 加仓 |
| 14 | AXP | American Express Co | +0.4% | — | 加仓 |
| 15 | COST | Costco Wholesale CORP | +0.4% | -0.10% | 加仓 |
| 16 | INTC | Intel CORP | +0.3% | -16.34% | 减仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.3% | — | 不变 |
| 18 | CVX | Chevron CORP | +0.3% | +18.56% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.2% | +4.99% | 减仓 |
| 20 | WBD | Warner Bros Discovery Inc | +0.2% | -36.75% | 减仓 |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +13.13% | 加仓 |
| 22 | C | Citigroup Inc | +0.2% | -10.82% | 减仓 |
| 23 | ABBV | Abbvie Inc | -0.1% | -0.35% | 减仓 |
| 24 | HD | Home Depot Inc | -0.1% | -25.89% | 减仓 |
| 25 | ABT | Abbott Laboratories | -0.1% | — | 减仓 |
| 26 | ITW | Illinois Tool Works | -0.2% | — | 减仓 |
| 27 | BMY | Bristol-myers Squibb Co | -0.2% | — | 减仓 |
| 28 | BIIB | Biogen Inc | -0.2% | +1.89% | 减仓 |
| 29 | CMCSA | Comcast Corp-class A | -0.2% | — | 减仓 |
| 30 | WMT | Walmart Inc | -0.2% | +3.44% | 减仓 |
| 31 | JPM | Jpmorgan Chase & Co | -0.5% | -0.18% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.5% | +18.97% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | — | 减仓 |
| 34 | PEP | Pepsico Inc | -0.8% | -62.50% | 减仓 |
| 35 | AMGN | Amgen Inc | -0.9% | -13.27% | 减仓 |
| 36 | BX | Blackstone Inc | -12.8% | — | 减仓 |
| 37 | MRK | Merck & Co. Inc. | — | EXIT | 清仓 |
| 38 | SLB | Slb LTD | — | EXIT | 清仓 |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 40 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 41 | PJT | Pjt Partners Inc - A | — | NEW | 新建仓 |
| 42 | PARAA | Paramount Global-class A | — | EXIT | 清仓 |
| 43 | MP | Mp Materials CORP | — | NEW | 新建仓 |
| 44 | NSC | Norfolk Southern CORP | — | NEW | 新建仓 |
| 45 | NOC | Northrop Grumman CORP | — | EXIT | 清仓 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 47 | RTX | Rtx CORP | — | EXIT | 清仓 |
| 48 | EL | Estee Lauder Companies-cl A | — | EXIT | 清仓 |
| 49 | ADP | Automatic Data Processing | — | EXIT | 清仓 |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Investment Management 在 Q3 2025 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 2025 季度，Guardian Investment Management 按市值排列的前三大核心持股分别为：AAPL (17.1%)、DHR (10.1%)、MSFT (4.6%)。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
GOOGL
市值: US$90.7万
本季最大获利了结 / 清仓标的
MRK
前期市值: US$135.5万
在 Q3 2025 季度中，Guardian Investment Management 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 13 个仓位、减仓 22 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 GOOGL。 本季清仓仓位包含 MRK。
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。