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
60 檔
32.9%
在 Q1 2026 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 60 档。
在 Q1 2026，Guardian Investment Management 进行了温和的常态性持仓调整（包含新建仓 4 档、加仓 19 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
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, BX 等）合计占整体申报市值的 32.9%，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 | 15.81% | -1.14% | +0.10% | |
| 2 | DHR | Danaher CORP | 股票-医疗保健 | 8.79% | +3.79% | — | |
| 3 | BX | Blackstone Inc | 股票-金融 | 7.21% | +3.08% | — | |
| 4 | AMGN | Amgen Inc | 股票-医疗保健 | 4.63% | -0.84% | +3.68% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.84% | -1.04% | — | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.49% | -1.14% | -0.07% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 3.29% | -1.13% | -6.23% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.25% | -1.95% | +0.02% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.49% | -1.01% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 2.68% | +0.62% | — | |
| 11 | GE | General Electric | 股票-工业 | 2.50% | +0.19% | +0.02% | |
| 12 | QS | Quantumscape CORP | 股票-周期性消费 | 2.44% | +0.01% | +14.14% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.43% | -0.41% | +0.21% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.11% | -0.28% | -22.36% | |
| 15 | GEV | GE Vernova Inc | 股票-工业 | 1.83% | +0.19% | +0.34% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.72% | -0.59% | -4.81% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.30% | -15.56% | |
| 18 | CSX | Csx CORP | 股票-工业 | 1.60% | -0.09% | -4.33% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.51% | -0.05% | +17.83% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.45% | -0.14% | +1.66% | |
| 21 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 1.43% | +1.85% | +18.34% | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 1.27% | -0.26% | +3.10% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | -0.36% | -16.15% | |
| 24 | KKR | Kkr & Co Inc | 股票-金融 | 1.15% | -0.10% | +34.07% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.16% | +3.88% | |
| 26 | MMM | 3m Co | 股票-工业 | 1.09% | -0.88% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.08% | +0.26% | — | |
| 28 | AXP | American Express Co | 股票-金融 | 1.07% | -0.09% | — | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.99% | +1.44% | -6.79% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | +0.02% | +2.12% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.59% | -25.70% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.81% | +0.01% | -0.42% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.80% | -0.01% | — | |
| 34 | BIIB | Biogen Inc | 股票-医疗保健 | 0.80% | -0.03% | +1.85% | |
| 35 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.75% | -0.15% | -12.58% | |
| 36 | DE | Deere & Co | 股票-工业 | 0.71% | -0.06% | +1.27% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.69% | +0.05% | — | |
| 38 | T | At&t Inc | 股票-通信服务 | 0.68% | -0.32% | +0.19% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.65% | +0.72% | -16.21% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.59% | -0.34% | -21.21% | |
| 41 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.47% | -0.05% | +0.09% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.45% | -0.14% | -7.93% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | -0.12% | -8.70% | |
| 44 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.41% | -0.10% | — | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.41% | -0.12% | -11.38% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.38% | -0.02% | — | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.36% | -0.09% | -5.63% | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.35% | -0.04% | +0.09% | |
| 49 | B | Barrick Mining CORP | 股票-原材料 | 0.33% | +0.49% | -0.74% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.32% | +0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QS | Quantumscape CORP | +1.3% | +14.14% | 加仓 |
| 2 | CVX | Chevron CORP | +0.7% | -6.23% | 减仓 |
| 3 | COST | Costco Wholesale CORP | +0.6% | — | 不变 |
| 4 | CAT | Caterpillar Inc | +0.5% | — | 不变 |
| 5 | JNJ | Johnson & Johnson | +0.5% | +0.02% | 加仓 |
| 6 | AMGN | Amgen Inc | +0.5% | +3.68% | 加仓 |
| 7 | GEV | GE Vernova Inc | +0.5% | +0.34% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.5% | -4.81% | 减仓 |
| 9 | WMT | Walmart Inc | +0.4% | -0.07% | 减仓 |
| 10 | ADM | Archer-daniels-midland Co | +0.2% | +18.34% | 加仓 |
| 11 | DE | Deere & Co | +0.1% | +1.27% | 加仓 |
| 12 | CSX | Csx CORP | +0.1% | -4.33% | 减仓 |
| 13 | ITW | Illinois Tool Works | +0.1% | +3.10% | 加仓 |
| 14 | INTC | Intel CORP | +0.1% | -6.79% | 减仓 |
| 15 | T | At&t Inc | +0.1% | +0.19% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +17.83% | 加仓 |
| 17 | TXN | Texas Instruments Inc | +0.1% | — | 不变 |
| 18 | BIIB | Biogen Inc | +0.1% | +1.85% | 加仓 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | — | 不变 |
| 20 | KKR | Kkr & Co Inc | +0.1% | +34.07% | 加仓 |
| 21 | BMY | Bristol-myers Squibb Co | 0% | -5.63% | 减仓 |
| 22 | PFE | Pfizer Inc | 0% | -3.08% | 减仓 |
| 23 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.88% | 加仓 |
| 25 | AMAT | Applied Materials Inc | — | -25.70% | 减仓 |
| 26 | MDLZ | Mondelez International Inc-a | — | -7.93% | 减仓 |
| 27 | MU | Micron Technology Inc | — | -16.21% | 减仓 |
| 28 | EMR | Emerson Electric Co | — | +0.09% | 加仓 |
| 29 | NSC | Norfolk Southern CORP | — | — | 不变 |
| 30 | PEP | Pepsico Inc | 0% | -11.38% | 减仓 |
| 31 | MP | Mp Materials CORP | 0% | — | 不变 |
| 32 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 33 | C | Citigroup Inc | 0% | -0.42% | 减仓 |
| 34 | B | Barrick Mining CORP | 0% | -0.74% | 减仓 |
| 35 | HD | Home Depot Inc | 0% | — | 不变 |
| 36 | IBM | Intl Business Machines CORP | -0.1% | — | 不变 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.12% | 加仓 |
| 38 | V | Visa Inc-class A Shares | -0.1% | — | 不变 |
| 39 | GT | Goodyear Tire & Rubber Co | -0.1% | -1.82% | 减仓 |
| 40 | BA | Boeing Co/the | -0.1% | +1.66% | 加仓 |
| 41 | ABBV | Abbvie Inc | -0.1% | +0.21% | 加仓 |
| 42 | PJT | Pjt Partners Inc - A | -0.1% | +0.09% | 加仓 |
| 43 | MMM | 3m Co | -0.1% | — | 不变 |
| 44 | PSKY | Paramount Skydance Cl B | -0.1% | -9.31% | 减仓 |
| 45 | ABT | Abbott Laboratories | -0.1% | -8.70% | 减仓 |
| 46 | WBD | Warner Bros Discovery Inc | -0.1% | -12.58% | 减仓 |
| 47 | GE | General Electric | -0.2% | +0.02% | 加仓 |
| 48 | PG | Procter & Gamble Co/the | -0.2% | -16.15% | 减仓 |
| 49 | AXP | American Express Co | -0.2% | — | 不变 |
| 50 | CMCSA | Comcast Corp-class A | -0.2% | -21.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Investment Management 在 Q1 2026 季度的美股持仓总市值约为 US$1.5亿，共申报了 60 个公开持股仓位。
在 Q1 2026 季度，Guardian Investment Management 按市值排列的前三大核心持股分别为：AAPL (15.8%)、DHR (8.8%)、BX (7.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 15.8% 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
RTX
市值: US$40.5万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$480.9万
在 Q1 2026 季度中，Guardian Investment Management 共进行了 45 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 RTX。
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。