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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001409661
申报总市值
US$59.1亿
US$59.1亿
105 檔
17.4%
Q2 2024 季度申报显示，Guinness Asset Management LTD 披露的美股组合总市值为 US$59.1亿，涵盖 105 个不同之权益投资仓位。
Guinness Asset Management LTD 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 4 档并减仓 22 档标的。
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, AVGO, AJG 等）合计占整体申报市值的 17.4%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.81% | -0.30% | -16.53% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.25% | +0.55% | -24.11% | |
| 3 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.09% | -0.06% | +0.36% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.04% | -0.04% | -0.85% | |
| 5 | EMR | Emerson Electric Co | 股票-工业 | 3.97% | +0.05% | +0.36% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 3.96% | +1.57% | +16.41% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.92% | +0.30% | -10.82% | |
| 8 | BLKCHF | Blackrock Inc | 股票-其他 | 3.89% | — | +15.40% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.86% | -0.20% | +0.36% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.85% | -0.03% | +25.86% | |
| 11 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.83% | -0.74% | +23.06% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.82% | -0.16% | +30.79% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 3.82% | -1.26% | +9.18% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 3.76% | -0.26% | +19.59% | |
| 15 | ITW | Illinois Tool Works | 股票-工业 | 3.75% | -0.12% | +30.73% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 3.71% | +1.65% | -14.55% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 3.67% | -0.04% | +11.38% | |
| 18 | OTIS | Otis Worldwide CORP | 股票-工业 | 3.51% | -0.45% | +0.36% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.40% | +0.38% | -16.92% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.07% | +0.42% | -4.23% | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.05% | +0.24% | +101.56% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 1.02% | +0.37% | -2.31% | |
| 23 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.98% | — | -8.18% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.09% | -8.78% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.85% | -0.53% | EXIT | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | +0.04% | +508.73% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | +0.10% | +3.81% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.78% | -0.03% | -21.36% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.08% | +3.80% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.21% | +3.80% | |
| 31 | ROP | Roper Technologies Inc | 股票-科技 | 0.76% | -0.13% | +3.80% | |
| 32 | HUBB | Hubbell Inc | 股票-工业 | 0.74% | +0.01% | -7.78% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.71% | -0.19% | +3.81% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.71% | — | +3.81% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.01% | +3.81% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.69% | -0.09% | +3.81% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.02% | +3.81% | |
| 38 | OC | Owens Corning | 股票-工业 | 0.63% | +0.05% | — | |
| 39 | FSLR | First Solar Inc | 股票-科技 | 0.62% | +0.02% | -35.88% | |
| 40 | ITRI | Itron Inc | 股票-科技 | 0.59% | -0.01% | -21.28% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.58% | -0.59% | EXIT | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.58% | -0.08% | +3.80% | |
| 43 | ORA | Ormat Technologies Inc | 股票-公用事业 | 0.58% | -0.02% | -10.94% | |
| 44 | ON | On Semiconductor | 股票-科技 | 0.56% | — | +6.04% | |
| 45 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.56% | — | +3.81% | |
| 46 | IBP | Installed Building Products | 股票-周期性消费 | 0.52% | — | -1.45% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.41% | EXIT | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.11% | +22.11% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.44% | -0.10% | +8.85% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.41% | -0.10% | -2.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +0.9% | +25.86% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.6% | +30.79% | 加仓 |
| 3 | OC | Owens Corning | +0.6% | NEW | 新建仓 |
| 4 | PEP | Pepsico Inc | +0.5% | +23.06% | 加仓 |
| 5 | ITW | Illinois Tool Works | +0.5% | +30.73% | 加仓 |
| 6 | MDLZ | Mondelez International Inc-a | +0.4% | +19.59% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.4% | +16.41% | 加仓 |
| 8 | BLKCHF | Blackrock Inc | +0.3% | +15.40% | 加仓 |
| 9 | PAYX | Paychex Inc | +0.2% | +11.38% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.81% | 加仓 |
| 11 | APH | Amphenol Corp-cl A | +0.2% | +101.56% | 加仓 |
| 12 | AAPL | Apple Inc | +0.1% | +3.81% | 加仓 |
| 13 | AJG | Arthur J Gallagher & Co | +0.1% | +0.36% | 加仓 |
| 14 | KLAC | Kla CORP | +0.1% | -4.23% | 减仓 |
| 15 | AMAT | Applied Materials Inc | +0.1% | -2.31% | 减仓 |
| 16 | AFL | Aflac Inc | +0.1% | -0.85% | 减仓 |
| 17 | CVX | Chevron CORP | +0.1% | +22.11% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +3.81% | 加仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -16.92% | 减仓 |
| 20 | ADBE | Adobe Inc | +0.1% | +3.80% | 加仓 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +0.36% | 加仓 |
| 22 | AMRC | Ameresco Inc-cl A | +0.1% | -1.48% | 减仓 |
| 23 | KMI | Kinder Morgan, Inc. | 0% | +14.03% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | -0.1% | -8.78% | 减仓 |
| 25 | VLO | Valero Energy CORP | -0.1% | -2.65% | 减仓 |
| 26 | FANG | Diamondback Energy Inc | -0.1% | -15.26% | 减仓 |
| 27 | ENPH | Enphase Energy Inc | -0.1% | -1.48% | 减仓 |
| 28 | PYPL | Paypal Holdings Inc | -0.1% | +3.81% | 加仓 |
| 29 | QCOM | Qualcomm Inc | -0.1% | -38.40% | 减仓 |
| 30 | NKE | Nike Inc -cl B | -0.1% | +3.81% | 加仓 |
| 31 | SEDG | Solaredge Technologies Inc | -0.1% | -1.48% | 减仓 |
| 32 | FSLR | First Solar Inc | -0.1% | -35.88% | 减仓 |
| 33 | CRM | Salesforce Inc | -0.1% | +3.80% | 加仓 |
| 34 | CSIQ | Canadian Solar Inc | -0.1% | -1.48% | 减仓 |
| 35 | NEE | Nextera Energy Inc | -0.1% | -21.36% | 减仓 |
| 36 | ITRI | Itron Inc | -0.1% | -21.28% | 减仓 |
| 37 | OTIS | Otis Worldwide CORP | -0.1% | +0.36% | 加仓 |
| 38 | EMR | Emerson Electric Co | -0.1% | +0.36% | 加仓 |
| 39 | IBP | Installed Building Products | -0.2% | -1.45% | 减仓 |
| 40 | NOVAQ | Sunnova Energy International | -0.2% | EXIT | 清仓 |
| 41 | THRM | Gentherm Inc | -0.2% | -18.86% | 减仓 |
| 42 | HUBB | Hubbell Inc | -0.2% | -7.78% | 减仓 |
| 43 | NVDA | Nvidia CORP | -0.2% | +508.73% | 加仓 |
| 44 | TXN | Texas Instruments Inc | -0.2% | -14.55% | 减仓 |
| 45 | PXDEUR | Pioneer Natural Resources Co | -0.4% | EXIT | 清仓 |
| 46 | ZM | Zoom Communications Inc | -0.4% | EXIT | 清仓 |
| 47 | AVGO | Broadcom Inc | -0.4% | -24.11% | 减仓 |
| 48 | CMCSA | Comcast Corp-class A | -0.5% | EXIT | 清仓 |
| 49 | MSFT | Microsoft CORP | -0.7% | -16.53% | 减仓 |
| 50 | ABBV | Abbvie Inc | -0.8% | -10.82% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Guinness Asset Management LTD 在 Q2 2024 季度的美股持仓总市值约为 US$59.1亿，共申报了 105 个公开持股仓位。
在 Q2 2024 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分别为：MSFT (4.8%)、AVGO (4.3%)、AJG (4.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.8% 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
OC
市值: US$3070.8万
本季最大获利了结 / 清仓标的
CMCSA
前期市值: US$2189.8万
在 Q2 2024 季度中，Guinness Asset Management LTD 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 22 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 OC。 本季清仓仓位包含 CMCSA。
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。