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: 0001409661
申报总市值
US$59.1亿
US$59.1亿
109 檔
18.6%
根据最新整理的 13F 季度数据集，Guinness Asset Management LTD 于 Q1 2024 结束时的管理资产规模为 US$59.1亿。该机构在本季度申报了 109 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Guinness Asset Management LTD 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 0 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，Guinness Asset Management LTD 的前 5 大核心持股（包含 MSFT, ABBV, AVGO 等）合计占整体申报市值的 18.6%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.47% | -0.30% | +0.19% | |
| 2 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.71% | +0.30% | -1.37% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | +0.55% | -1.12% | |
| 4 | EMR | Emerson Electric Co | 股票-工业 | 4.11% | +0.05% | -1.37% | |
| 5 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.96% | -0.06% | -1.37% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 3.95% | -0.04% | -1.16% | |
| 7 | TXN | Texas Instruments Inc | 股票-科技 | 3.92% | +1.65% | -1.37% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 3.86% | -1.26% | -1.37% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.81% | -0.20% | -1.37% | |
| 10 | OTIS | Otis Worldwide CORP | 股票-工业 | 3.64% | -0.45% | -1.37% | |
| 11 | BLKCHF | Blackrock Inc | 股票-其他 | 3.60% | — | -1.41% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 3.60% | +1.57% | -1.37% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 3.44% | -0.04% | -1.37% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 3.39% | -0.26% | -1.37% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.32% | -0.74% | -1.37% | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 3.28% | -0.12% | -1.37% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.19% | -0.16% | -1.37% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.96% | -0.03% | -1.37% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | +0.38% | +4.92% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.04% | -28.80% | |
| 21 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.98% | — | +9.20% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.95% | +0.42% | +8.91% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.09% | +9.21% | |
| 24 | HUBB | Hubbell Inc | 股票-工业 | 0.92% | +0.01% | -27.95% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +0.37% | +9.22% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 0.90% | +0.24% | +9.23% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.90% | -0.03% | -17.67% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.21% | +9.22% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.81% | -0.53% | EXIT | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.81% | -0.08% | +9.21% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 0.73% | -0.13% | +9.20% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.01% | +9.22% | |
| 33 | FSLR | First Solar Inc | 股票-科技 | 0.72% | +0.02% | -17.67% | |
| 34 | ITRI | Itron Inc | 股票-科技 | 0.71% | -0.01% | -37.19% | |
| 35 | ICE | Intercontinental Exchange In | 股票-金融 | 0.70% | -0.19% | +9.23% | |
| 36 | IBP | Installed Building Products | 股票-周期性消费 | 0.67% | — | -14.96% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.67% | -0.09% | +9.22% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.10% | +9.23% | |
| 39 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.64% | — | +9.23% | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.63% | — | +32.80% | |
| 41 | ORA | Ormat Technologies Inc | 股票-公用事业 | 0.61% | -0.02% | -17.66% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.60% | -0.08% | +9.20% | |
| 43 | ON | On Semiconductor | 股票-科技 | 0.57% | — | -38.70% | |
| 44 | THRM | Gentherm Inc | 股票-其他 | 0.55% | — | -23.03% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.54% | +0.02% | +9.23% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.41% | EXIT | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.52% | -0.59% | EXIT | |
| 48 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.47% | — | +35.64% | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.46% | -0.10% | -15.43% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.46% | — | +6.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -1.12% | 减仓 |
| 2 | ABBV | Abbvie Inc | +0.4% | -1.37% | 减仓 |
| 3 | EMR | Emerson Electric Co | +0.4% | -1.37% | 减仓 |
| 4 | MSFT | Microsoft CORP | +0.3% | +0.19% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.92% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +9.21% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.2% | +9.22% | 加仓 |
| 8 | LRCXEUR | Lam Research CORP | +0.2% | +9.20% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | -28.80% | 减仓 |
| 10 | KLAC | Kla CORP | +0.2% | +8.91% | 加仓 |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | +32.80% | 加仓 |
| 12 | AJG | Arthur J Gallagher & Co | +0.2% | -1.37% | 减仓 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | +9.23% | 加仓 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | -1.37% | 减仓 |
| 15 | OTIS | Otis Worldwide CORP | +0.1% | -1.37% | 减仓 |
| 16 | CRM | Salesforce Inc | +0.1% | +9.22% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +9.21% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +9.23% | 加仓 |
| 19 | IBP | Installed Building Products | +0.1% | -14.96% | 减仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.23% | 加仓 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +9.20% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +9.22% | 加仓 |
| 23 | DHR | Danaher CORP | +0.1% | +9.22% | 加仓 |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +9.23% | 加仓 |
| 25 | INTU | Intuit Inc | +0.1% | +9.21% | 加仓 |
| 26 | ROP | Roper Technologies Inc | +0.1% | +9.20% | 加仓 |
| 27 | NKE | Nike Inc -cl B | +0.1% | +35.64% | 加仓 |
| 28 | FANG | Diamondback Energy Inc | +0.1% | -5.92% | 减仓 |
| 29 | IMO | Imperial Oil LTD | 0% | -5.97% | 减仓 |
| 30 | VLO | Valero Energy CORP | 0% | -15.43% | 减仓 |
| 31 | ADBE | Adobe Inc | -0.1% | +9.21% | 加仓 |
| 32 | KO | Coca-cola Co/the | -0.1% | -1.37% | 减仓 |
| 33 | AFL | Aflac Inc | -0.1% | -1.16% | 减仓 |
| 34 | PAYX | Paychex Inc | -0.1% | -1.37% | 减仓 |
| 35 | SEDG | Solaredge Technologies Inc | -0.1% | -17.61% | 减仓 |
| 36 | PEP | Pepsico Inc | -0.1% | -1.37% | 减仓 |
| 37 | THRM | Gentherm Inc | -0.1% | -23.03% | 减仓 |
| 38 | HUBB | Hubbell Inc | -0.1% | -27.95% | 减仓 |
| 39 | BLKCHF | Blackrock Inc | -0.1% | -1.41% | 减仓 |
| 40 | ENPH | Enphase Energy Inc | -0.2% | -17.67% | 减仓 |
| 41 | NEE | Nextera Energy Inc | -0.2% | -17.67% | 减仓 |
| 42 | AMRC | Ameresco Inc-cl A | -0.2% | -17.69% | 减仓 |
| 43 | FSLR | First Solar Inc | -0.2% | -17.67% | 减仓 |
| 44 | ITRI | Itron Inc | -0.3% | -37.19% | 减仓 |
| 45 | ORA | Ormat Technologies Inc | -0.3% | -17.66% | 减仓 |
| 46 | CSCO | Cisco Systems Inc | -0.3% | -1.37% | 减仓 |
| 47 | CSIQ | Canadian Solar Inc | -0.3% | -17.67% | 减仓 |
| 48 | MDLZ | Mondelez International Inc-a | -0.4% | -1.37% | 减仓 |
| 49 | NOVAQ | Sunnova Energy International | -0.4% | -17.68% | 减仓 |
| 50 | ON | On Semiconductor | -0.6% | -38.70% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Guinness Asset Management LTD 在 Q1 2024 季度的美股持仓总市值约为 US$59.1亿，共申报了 109 个公开持股仓位。
在 Q1 2024 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分别为：MSFT (5.5%)、ABBV (4.7%)、AVGO (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.5% 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
ABBV
前期市值: US$2.0亿
在 Q1 2024 季度中，Guinness Asset Management LTD 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 20 个仓位、减仓 30 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。
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。