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$1.6亿
US$1.6亿
60 檔
44.1%
Guardian Investment Management 在 Q2 2026 季度的美股仓位总计估值为 US$1.6亿，分散于 60 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Guardian Investment Management 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 21 档、减仓 26 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 44.1%，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 | 14.67% | +1.49% | -0.49% | |
| 2 | DHR | Danaher CORP | 股票-医疗保健 | 12.58% | +1.77% | +52.57% | |
| 3 | BX | Blackstone Inc | 股票-金融 | 10.29% | -0.61% | +70.59% | |
| 4 | AMGN | Amgen Inc | 股票-医疗保健 | 3.79% | +0.43% | -2.71% | |
| 5 | CAT | Caterpillar Inc | 股票-工业 | 3.30% | -0.82% | — | |
| 6 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 3.28% | +0.14% | -2.07% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.80% | -0.98% | -5.16% | |
| 8 | GE | General Electric | 股票-工业 | 2.69% | -0.47% | +0.02% | |
| 9 | QS | Quantumscape CORP | 股票-周期性消费 | 2.45% | -0.25% | -2.50% | |
| 10 | INTC | Intel CORP | 股票-科技 | 2.43% | -0.36% | -5.27% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | +0.76% | +1.21% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 2.35% | -0.15% | -9.55% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.16% | +0.41% | +0.25% | |
| 14 | GEV | GE Vernova Inc | 股票-工业 | 2.02% | -0.41% | +0.04% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.02% | +0.03% | -12.35% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.83% | -0.09% | -9.14% | |
| 17 | CSX | Csx CORP | 股票-工业 | 1.51% | -0.05% | +0.04% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.46% | +0.22% | +3.33% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.41% | -0.39% | -0.33% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.37% | -0.21% | -25.05% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | -0.13% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | +0.03% | -10.69% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 1.31% | -0.17% | +1.63% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.13% | -53.02% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -1.13% | EXIT | |
| 26 | KKR | Kkr & Co Inc | 股票-金融 | 1.05% | +0.03% | +10.70% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 1.01% | -0.06% | -6.24% | |
| 28 | AXP | American Express Co | 股票-金融 | 0.98% | -0.11% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.01% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.09% | -5.25% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | -0.04% | -16.37% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.82% | -0.03% | +0.22% | |
| 33 | B | Barrick Mining CORP | 股票-原材料 | 0.82% | +0.12% | +245.68% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.79% | -0.08% | +7.48% | |
| 35 | BIIB | Biogen Inc | 股票-医疗保健 | 0.77% | -0.14% | — | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | -0.29% | -14.22% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.65% | +0.03% | — | |
| 38 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.60% | +0.05% | — | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.43% | -0.01% | +67.14% | |
| 40 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.42% | -0.03% | +0.09% | |
| 41 | T | At&t Inc | 股票-通信服务 | 0.36% | +0.06% | -8.06% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.36% | -0.06% | +6.01% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.31% | -0.04% | -14.68% | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.31% | +0.02% | +0.09% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.31% | -0.01% | — | |
| 46 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.31% | +0.05% | — | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.29% | -0.02% | — | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.27% | +0.02% | -3.31% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | +0.04% | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +3.8% | +52.57% | 加仓 |
| 2 | BX | Blackstone Inc | +3.1% | +70.59% | 加仓 |
| 3 | ADM | Archer-daniels-midland Co | +1.9% | -2.07% | 减仓 |
| 4 | INTC | Intel CORP | +1.4% | -5.27% | 减仓 |
| 5 | MU | Micron Technology Inc | +0.7% | -25.05% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.6% | — | 不变 |
| 7 | AMAT | Applied Materials Inc | +0.6% | -0.33% | 减仓 |
| 8 | B | Barrick Mining CORP | +0.5% | +245.68% | 加仓 |
| 9 | CSCO | Cisco Systems Inc | +0.3% | — | 不变 |
| 10 | GE | General Electric | +0.2% | +0.02% | 加仓 |
| 11 | GEV | GE Vernova Inc | +0.2% | +0.04% | 加仓 |
| 12 | RTX | Rtx CORP | +0.1% | +67.14% | 加仓 |
| 13 | TXN | Texas Instruments Inc | +0.1% | -14.22% | 减仓 |
| 14 | MP | Mp Materials CORP | 0% | +26.09% | 加仓 |
| 15 | GT | Goodyear Tire & Rubber Co | 0% | +39.58% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | -5.25% | 减仓 |
| 17 | QS | Quantumscape CORP | 0% | -2.50% | 减仓 |
| 18 | C | Citigroup Inc | 0% | +0.22% | 加仓 |
| 19 | GS | Goldman Sachs Group Inc | 0% | +7.48% | 加仓 |
| 20 | HD | Home Depot Inc | 0% | +6.01% | 加仓 |
| 21 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 22 | V | Visa Inc-class A Shares | 0% | — | 不变 |
| 23 | UPS | United Parcel Service-cl B | 0% | +0.40% | 加仓 |
| 24 | BIIB | Biogen Inc | 0% | — | 不变 |
| 25 | EMR | Emerson Electric Co | 0% | +0.09% | 加仓 |
| 26 | DUK | Duke Energy CORP | 0% | +6.55% | 加仓 |
| 27 | AMZN | Amazon.com Inc | -0.1% | +3.33% | 加仓 |
| 28 | PJT | Pjt Partners Inc - A | -0.1% | +0.09% | 加仓 |
| 29 | PSKY | Paramount Skydance Cl B | -0.1% | -28.87% | 减仓 |
| 30 | DE | Deere & Co | -0.1% | — | 不变 |
| 31 | NSC | Norfolk Southern CORP | -0.1% | -11.83% | 减仓 |
| 32 | CSX | Csx CORP | -0.1% | +0.04% | 加仓 |
| 33 | AXP | American Express Co | -0.1% | — | 不变 |
| 34 | PFE | Pfizer Inc | -0.1% | -14.47% | 减仓 |
| 35 | BMY | Bristol-myers Squibb Co | -0.1% | -3.31% | 减仓 |
| 36 | KKR | Kkr & Co Inc | -0.1% | +10.70% | 加仓 |
| 37 | GILD | Gilead Sciences Inc | -0.1% | — | 不变 |
| 38 | NOC | Northrop Grumman CORP | -0.1% | — | 不变 |
| 39 | PEP | Pepsico Inc | -0.1% | — | 不变 |
| 40 | ABT | Abbott Laboratories | -0.1% | — | 不变 |
| 41 | BA | Boeing Co/the | -0.1% | +1.63% | 加仓 |
| 42 | MDLZ | Mondelez International Inc-a | -0.1% | -14.68% | 减仓 |
| 43 | WBD | Warner Bros Discovery Inc | -0.2% | — | 不变 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 不变 |
| 45 | ITW | Illinois Tool Works | -0.3% | -6.24% | 减仓 |
| 46 | BAC | Bank Of America CORP | -0.3% | -9.14% | 减仓 |
| 47 | JPM | Jpmorgan Chase & Co | -0.3% | -10.69% | 减仓 |
| 48 | T | At&t Inc | -0.3% | -8.06% | 减仓 |
| 49 | CMCSA | Comcast Corp-class A | -0.3% | -38.46% | 减仓 |
| 50 | PG | Procter & Gamble Co/the | -0.4% | -16.37% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Investment Management 在 Q2 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 60 个公开持股仓位。
在 Q2 2026 季度，Guardian Investment Management 按市值排列的前三大核心持股分别为：AAPL (14.7%)、DHR (12.6%)、BX (10.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.7% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$2003.0万
在 Q2 2026 季度中，Guardian Investment Management 共进行了 47 项持仓异动，包含新建仓 0 个仓位、加仓 21 个仓位、减仓 26 个仓位以及清仓 0 个仓位。
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。
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