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: 0001910205
申报总市值
US$2.0亿
US$2.0亿
61 檔
18.7%
Guardian Wealth Management, Inc. 在 Q2 2025 季度的美股仓位总计估值为 US$2.0亿，分散于 61 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Guardian Wealth Management, Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Guardian Wealth Management, Inc. 的前 5 大核心持股（包含 STRL, AZO, ANET 等）合计占整体申报市值的 18.7%，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 | STRL | Sterling Infrastructure Inc | 股票-工业 | 7.79% | -3.27% | +1.32% | |
| 2 | AZO | Autozone Inc | 股票-周期性消费 | 4.88% | -0.48% | +1.18% | |
| 3 | ANET | Arista Networks Inc | 股票-科技 | 4.64% | +1.13% | +0.04% | |
| 4 | APO | Apollo Global Management Inc | 股票-金融 | 4.11% | -0.05% | +0.46% | |
| 5 | NNI | Nelnet Inc-cl A | 股票-其他 | 3.85% | -0.11% | +2.97% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.65% | +0.83% | -6.97% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.63% | +0.22% | +0.71% | |
| 8 | SB9 | Sitio Royalties Corp-a | 股票-其他 | 3.32% | — | +33.19% | |
| 9 | UTI | Universal Technical Institut | 股票-其他 | 3.21% | +0.15% | +3.79% | |
| 10 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 3.09% | -0.37% | +57.28% | |
| 11 | OXY | Occidental Petroleum CORP | 股票-能源 | 2.91% | -1.24% | +95.65% | |
| 12 | KKR | Kkr & Co Inc | 股票-金融 | 2.80% | -0.20% | +0.48% | |
| 13 | BN | Brookfield CORP | 股票-金融 | 2.52% | -0.05% | +4.64% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.52% | -0.27% | +0.05% | |
| 15 | WM | Waste Management Inc | 股票-工业 | 2.29% | -0.20% | +0.11% | |
| 16 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.05% | -0.47% | +134.42% | |
| 17 | LKQ | Lkq CORP | 股票-周期性消费 | 2.02% | -0.44% | +3.06% | |
| 18 | FRPH | Frp Holdings Inc | 股票-其他 | 1.98% | -0.15% | +0.37% | |
| 19 | AYI | Acuity Inc | 股票-工业 | 1.88% | +0.43% | +1.31% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.85% | -0.62% | +2.06% | |
| 21 | NPK | National Presto Inds Inc | 股票-其他 | 1.72% | -0.44% | -16.68% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.71% | -0.07% | +0.99% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.68% | +0.15% | +3.74% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.66% | — | +0.94% | |
| 25 | RPC | Ridgepost Capital Inc-a | 股票-其他 | 1.64% | +0.01% | +66.98% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 1.61% | -0.05% | +0.65% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.55% | +0.10% | +2.88% | |
| 28 | OMC | Omnicom Group | 股票-通信服务 | 1.45% | — | +2.01% | |
| 29 | AMCR | Amcor plc | 股票-周期性消费 | 1.40% | — | — | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.40% | -0.27% | +0.51% | |
| 31 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.39% | +0.06% | +0.73% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | -0.07% | +1.02% | |
| 33 | GPN | Global Payments Inc | 股票-工业 | 1.26% | +0.01% | +7.63% | |
| 34 | STAG | Stag Industrial Inc | 股票-房地产 | 1.21% | -0.01% | +1.62% | |
| 35 | UL | Unilever PLC | 股票-非周期性消费 | 1.19% | — | +1.93% | |
| 36 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.09% | -0.03% | -0.35% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.04% | -0.05% | -0.82% | |
| 38 | MMM | 3m Co | 股票-工业 | 1.03% | +0.04% | +0.46% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.93% | -0.08% | -4.79% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.91% | -0.04% | +0.30% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.89% | -0.22% | -3.38% | |
| 42 | RVTY | Revvity Inc | 股票-医疗保健 | 0.73% | — | -0.42% | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.70% | +0.01% | -0.78% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.60% | +0.92% | -0.22% | |
| 45 | PINE | Alpine Income Property Trust | 股票-其他 | 0.58% | +0.08% | +2.97% | |
| 46 | BR | Broadridge Financial Solutio | 股票-科技 | 0.52% | -0.07% | -6.23% | |
| 47 | SIRI | Sirius Xm Holdings Inc | 股票-通信服务 | 0.50% | +0.10% | +0.49% | |
| 48 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.44% | -0.18% | -0.86% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.04% | +1.06% | |
| 50 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.41% | — | +2.34% |
根据 SEC 官方 Form 13F 申报备案，Guardian Wealth Management, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 61 个公开持股仓位。
在 Q2 2025 季度，Guardian Wealth Management, Inc. 按市值排列的前三大核心持股分别为：STRL (7.8%)、AZO (4.9%)、ANET (4.6%)。其中最大持股仓位 STRL 占据整体投资组合约 7.8% 的权重。
在 Q2 2025 季度中，Guardian Wealth Management, Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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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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。