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: 0001884799
申报总市值
US$11.1亿
US$11.1亿
174 檔
21.4%
在 Q2 2025 申报期间，Guardian Partners Inc.（CIK: 0001884799）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$11.1亿，共持有 174 个公开申报仓位。
Guardian Partners Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 68 档持股的同时，亦同步清仓 5 档并减仓 76 档标的。
在资产配置集中度方面，Guardian Partners Inc. 的前 5 大核心持股（包含 RY, TD, KBWB 等）合计占整体申报市值的 21.4%，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 | RY | Royal Bank Of Canada | 股票-金融 | 5.69% | +1.02% | -1.08% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 4.44% | +1.20% | -0.94% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 4.00% | -0.43% | +839.16% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.74% | — | +576.57% | |
| 5 | BMO | Bank Of Montreal | 股票-金融 | 3.50% | +0.68% | -1.91% | |
| 6 | ENB | Enbridge Inc | 股票-能源 | 3.08% | -0.48% | +0.84% | |
| 7 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.97% | +0.62% | -4.91% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.26% | -1.38% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | +0.15% | -2.13% | |
| 10 | CNI | Canadian Natl Railway Co | 股票-工业 | 2.23% | +0.38% | +0.70% | |
| 11 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.05% | +0.54% | -3.33% | |
| 12 | NTR | Nutrien LTD | 股票-原材料 | 1.93% | -0.70% | +3.70% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.11% | +4.82% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 1.65% | -0.03% | +0.64% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.64% | +0.02% | +4.41% | |
| 16 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.59% | +0.07% | -0.73% | |
| 17 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 1.51% | +0.06% | -0.73% | |
| 18 | CNQ | Canadian Natural Resources | 股票-能源 | 1.44% | -0.75% | -6.55% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.41% | -0.26% | +0.66% | |
| 20 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.32% | -0.09% | -2.96% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | -0.09% | -0.21% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事业 | 1.30% | -0.18% | -0.98% | |
| 23 | FTS | Fortis Inc | 股票-公用事业 | 1.28% | +0.06% | +1.62% | |
| 24 | TU | Telus CORP | 股票-其他 | 1.24% | -0.13% | +0.12% | |
| 25 | IMO | Imperial Oil LTD | 股票-能源 | 1.17% | -0.26% | +0.22% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 1.16% | -0.32% | -3.63% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.14% | — | +0.57% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.10% | -0.17% | -1.85% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.07% | -0.17% | +0.44% | |
| 30 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 1.06% | -0.14% | -2.07% | |
| 31 | RCI | Rogers Communications Inc-b | 股票-其他 | 1.03% | -0.19% | +17.23% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | -0.01% | +16.44% | |
| 33 | SU | Suncor Energy Inc | 股票-能源 | 0.96% | -0.49% | +0.75% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.37% | -0.47% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.85% | -0.12% | -1.54% | |
| 36 | SLF | Sun Life Financial Inc | 股票-金融 | 0.84% | +0.15% | -6.61% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.82% | +0.01% | +1.41% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | +0.25% | +3.66% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.80% | +0.40% | +1.45% | |
| 40 | SNY | Sanofi-adr | 股票-医疗保健 | 0.80% | -0.12% | -0.95% | |
| 41 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.79% | -0.20% | +0.59% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.79% | +0.14% | -0.14% | |
| 43 | MGA | Magna International Inc | 股票-周期性消费 | 0.77% | +0.22% | +6.96% | |
| 44 | TRP | Tc Energy CORP | 股票-能源 | 0.74% | — | -1.01% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.74% | -0.12% | +0.98% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | -0.07% | -17.95% | |
| 47 | EMA | Emera Inc | 股票-其他 | 0.73% | -0.04% | — | |
| 48 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.71% | — | -2.05% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.69% | — | -16.62% | |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.69% | -0.06% | -2.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KBWB | Invesco Kbw Bank ETF | +3.6% | +839.16% | 加仓 |
| 2 | VUG | Vanguard Growth ETF | +3.2% | +576.57% | 加仓 |
| 3 | EMA | Emera Inc | +0.7% | NEW | 新建仓 |
| 4 | COPX | Global X Copper Miners ETF | +0.6% | +785.08% | 加仓 |
| 5 | XHB | Ss Spdr S&p Homebldrs ETF | +0.5% | +1683.34% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.4% | -1.38% | 减仓 |
| 7 | SIL | Global X Silver Miners ETF | +0.3% | NEW | 新建仓 |
| 8 | TD | Toronto-dominion Bank | +0.3% | -0.94% | 减仓 |
| 9 | EMR | Emerson Electric Co | +0.3% | +0.64% | 加仓 |
| 10 | ORCL | Oracle CORP | +0.3% | -1.54% | 减仓 |
| 11 | RCI | Rogers Communications Inc-b | +0.3% | +17.23% | 加仓 |
| 12 | BMO | Bank Of Montreal | +0.2% | -1.91% | 减仓 |
| 13 | BN | Brookfield CORP | +0.2% | +4.41% | 加仓 |
| 14 | ABCL | Abcellera Biologics Inc | +0.2% | — | 不变 |
| 15 | NTR | Nutrien LTD | +0.2% | +3.70% | 加仓 |
| 16 | TXN | Texas Instruments Inc | +0.2% | +1.45% | 加仓 |
| 17 | TQQQ | ProShares UltraPro QQQ | +0.2% | NEW | 新建仓 |
| 18 | BLK | Blackrock Inc | +0.2% | +430.03% | 加仓 |
| 19 | MGA | Magna International Inc | +0.1% | +6.96% | 加仓 |
| 20 | ILMN | Illumina Inc | +0.1% | NEW | 新建仓 |
| 21 | CM | Can Imperial Bk Of Commerce | +0.1% | -3.33% | 减仓 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +59.78% | 加仓 |
| 23 | VST | Vistra CORP | +0.1% | NEW | 新建仓 |
| 24 | NKE | Nike Inc -cl B | +0.1% | +9.52% | 加仓 |
| 25 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 26 | IMO | Imperial Oil LTD | +0.1% | +0.22% | 加仓 |
| 27 | CCJ | Cameco CORP | +0.1% | -1.00% | 减仓 |
| 28 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | 新建仓 |
| 29 | DIS | Walt Disney Co/the | +0.1% | +1.32% | 加仓 |
| 30 | NVDA | Nvidia CORP | +0.1% | +3.98% | 加仓 |
| 31 | UBER | Uber Technologies Inc | +0.1% | +20.31% | 加仓 |
| 32 | RTX | Rtx CORP | +0.1% | +0.98% | 加仓 |
| 33 | AMZN | Amazon.com Inc | +0.1% | +9.62% | 加仓 |
| 34 | TEM | Tempus Ai Inc-cl A | +0.1% | NEW | 新建仓 |
| 35 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | 新建仓 |
| 36 | AXP | American Express Co | 0% | -0.14% | 减仓 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -17.95% | 减仓 |
| 38 | INTU | Intuit Inc | 0% | +1.76% | 加仓 |
| 39 | FCX | Freeport-mcmoran Inc | 0% | +2.03% | 加仓 |
| 40 | AVGO | Broadcom Inc | 0% | -1.34% | 减仓 |
| 41 | ACN | Accenture plc | 0% | +138.58% | 加仓 |
| 42 | RY | Royal Bank Of Canada | 0% | -1.08% | 减仓 |
| 43 | ING | Ing Groep N.v.-sponsored Adr | 0% | -0.73% | 减仓 |
| 44 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.57% | 加仓 |
| 45 | WFC | Wells Fargo & Co | 0% | +2.62% | 加仓 |
| 46 | NDAQ | Nasdaq Inc | 0% | +0.50% | 加仓 |
| 47 | CEF | Sprott Physical Gold And Sil | 0% | +20.00% | 加仓 |
| 48 | MP | Mp Materials CORP | 0% | +0.58% | 加仓 |
| 49 | ✓ | On Holding AG | 0% | +15.90% | 加仓 |
| 50 | COST | Costco Wholesale CORP | 0% | +16.44% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Guardian Partners Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$11.1亿，共申报了 174 个公开持股仓位。
在 Q2 2025 季度，Guardian Partners Inc. 按市值排列的前三大核心持股分别为：RY (5.7%)、TD (4.4%)、KBWB (4.0%)。其中最大持股仓位 RY 占据整体投资组合约 5.7% 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。
本季最大新建仓标的
EMA
市值: US$813.9万
本季最大获利了结 / 清仓标的
XLE
前期市值: US$479.2万
在 Q2 2025 季度中，Guardian Partners Inc. 共进行了 159 项持仓异动，包含新建仓 10 个仓位、加仓 68 个仓位、减仓 76 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 EMA。 本季清仓仓位包含 XLE。
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。