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
106 檔
19.9%
在 Q3 2024 的 13F 官方备案中，Guinness Asset Management LTD 管理的美股投资组合规模来到 US$59.1亿，整体持股档数为 106 档。
Guinness Asset Management LTD 在 Q3 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 21 档持股的同时，亦同步清仓 1 档并减仓 27 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 AFL, BLKCHF, AVGO 等）合计占整体申报市值的 19.9%，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 | AFL | Aflac Inc | 股票-金融 | 4.82% | -0.04% | +3.80% | |
| 2 | BLKCHF | Blackrock Inc | 股票-其他 | 4.50% | — | +4.54% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.35% | +0.55% | +937.14% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.33% | +0.30% | +4.57% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | -0.30% | +0.28% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.26% | -0.06% | +4.58% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 4.25% | +1.57% | +4.58% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 4.17% | -0.03% | +4.58% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 4.11% | -1.26% | +4.58% | |
| 10 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 4.06% | -0.26% | +4.58% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.06% | -0.16% | +4.58% | |
| 12 | ITW | Illinois Tool Works | 股票-工业 | 3.99% | -0.12% | +4.58% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 3.98% | -0.04% | +4.58% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.89% | -0.20% | +4.58% | |
| 15 | EMR | Emerson Electric Co | 股票-工业 | 3.79% | +0.05% | +4.58% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 3.79% | +1.65% | +4.58% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.78% | -0.74% | +4.58% | |
| 18 | OTIS | Otis Worldwide CORP | 股票-工业 | 3.64% | -0.45% | +4.58% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.16% | +0.38% | -10.18% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.09% | -11.52% | |
| 21 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.81% | — | +17.12% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.77% | -0.32% | — | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | -0.08% | -1.71% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.76% | -0.19% | -1.72% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | +0.04% | -1.73% | |
| 26 | HUBB | Hubbell Inc | 股票-工业 | 0.73% | +0.01% | -8.45% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.73% | -0.21% | -1.72% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.73% | -0.03% | -14.64% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.72% | -0.53% | EXIT | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.69% | -0.09% | -1.72% | |
| 31 | APH | Amphenol Corp-cl A | 股票-科技 | 0.69% | +0.24% | -25.74% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.69% | -0.08% | +15.18% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | — | +8.64% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.02% | -1.72% | |
| 35 | ROP | Roper Technologies Inc | 股票-科技 | 0.67% | -0.13% | -1.71% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | +0.10% | -1.72% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | +0.01% | -1.72% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | +0.37% | -18.46% | |
| 39 | KLAC | Kla CORP | 股票-科技 | 0.64% | +0.42% | -30.24% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.64% | -0.59% | EXIT | |
| 41 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.61% | — | -11.88% | |
| 42 | FSLR | First Solar Inc | 股票-科技 | 0.57% | +0.02% | -8.45% | |
| 43 | ITRI | Itron Inc | 股票-科技 | 0.54% | -0.01% | -8.45% | |
| 44 | ORA | Ormat Technologies Inc | 股票-公用事业 | 0.53% | -0.02% | -8.45% | |
| 45 | OC | Owens Corning | 股票-工业 | 0.52% | +0.05% | -12.56% | |
| 46 | ON | On Semiconductor | 股票-科技 | 0.50% | — | -8.45% | |
| 47 | IBP | Installed Building Products | 股票-周期性消费 | 0.50% | — | -13.83% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.11% | -14.14% | |
| 50 | AMRC | Ameresco Inc-cl A | 股票-其他 | 0.37% | +0.01% | -8.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | +0.8% | +3.80% | 加仓 |
| 2 | NFLX | Netflix Inc | +0.8% | NEW | 新建仓 |
| 3 | BLKCHF | Blackrock Inc | +0.6% | +4.54% | 加仓 |
| 4 | ABBV | Abbvie Inc | +0.4% | +4.57% | 加仓 |
| 5 | KO | Coca-cola Co/the | +0.3% | +4.58% | 加仓 |
| 6 | PAYX | Paychex Inc | +0.3% | +4.58% | 加仓 |
| 7 | MDLZ | Mondelez International Inc-a | +0.3% | +4.58% | 加仓 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +4.58% | 加仓 |
| 9 | CME | Cme Group Inc | +0.3% | +4.58% | 加仓 |
| 10 | PYPL | Paypal Holdings Inc | +0.3% | +17.12% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +4.58% | 加仓 |
| 12 | ITW | Illinois Tool Works | +0.2% | +4.58% | 加仓 |
| 13 | AJG | Arthur J Gallagher & Co | +0.2% | +4.58% | 加仓 |
| 14 | OTIS | Otis Worldwide CORP | +0.1% | +4.58% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +15.18% | 加仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | +937.14% | 加仓 |
| 17 | TXN | Texas Instruments Inc | +0.1% | +4.58% | 加仓 |
| 18 | ADBE | Adobe Inc | +0.1% | +28.57% | 加仓 |
| 19 | ICE | Intercontinental Exchange In | +0.1% | -1.72% | 减仓 |
| 20 | AMRC | Ameresco Inc-cl A | 0% | -8.45% | 减仓 |
| 21 | PG | Procter & Gamble Co/the | 0% | +4.58% | 加仓 |
| 22 | MA | Mastercard Inc - A | 0% | -1.71% | 减仓 |
| 23 | DHR | Danaher CORP | — | -1.72% | 减仓 |
| 24 | AAPL | Apple Inc | — | -1.72% | 减仓 |
| 25 | HUBB | Hubbell Inc | 0% | -8.45% | 减仓 |
| 26 | PEP | Pepsico Inc | -0.1% | +4.58% | 加仓 |
| 27 | EOG | Eog Resources Inc | -0.1% | -14.14% | 减仓 |
| 28 | IMO | Imperial Oil LTD | -0.1% | -16.85% | 减仓 |
| 29 | SLB | Slb LTD | -0.1% | -14.14% | 减仓 |
| 30 | CNQ | Canadian Natural Resources | -0.1% | -14.14% | 减仓 |
| 31 | SU | Suncor Energy Inc | -0.1% | -14.14% | 减仓 |
| 32 | DVN | Devon Energy CORP | -0.1% | -14.14% | 减仓 |
| 33 | HAL | Halliburton Co | -0.1% | -14.14% | 减仓 |
| 34 | CVE | Cenovus Energy Inc | -0.1% | -14.15% | 减仓 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -15.03% | 减仓 |
| 36 | OC | Owens Corning | -0.1% | -12.56% | 减仓 |
| 37 | FANG | Diamondback Energy Inc | -0.1% | -14.14% | 减仓 |
| 38 | COP | Conocophillips | -0.1% | -14.14% | 减仓 |
| 39 | VLO | Valero Energy CORP | -0.1% | -14.14% | 减仓 |
| 40 | INTU | Intuit Inc | -0.1% | -1.71% | 减仓 |
| 41 | CVX | Chevron CORP | -0.1% | -14.14% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.72% | 减仓 |
| 43 | EMR | Emerson Electric Co | -0.2% | +4.58% | 加仓 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -10.18% | 减仓 |
| 45 | APH | Amphenol Corp-cl A | -0.4% | -25.74% | 减仓 |
| 46 | LRCXEUR | Lam Research CORP | -0.4% | -11.88% | 减仓 |
| 47 | AMAT | Applied Materials Inc | -0.4% | -18.46% | 减仓 |
| 48 | NKE | Nike Inc -cl B | -0.4% | EXIT | 清仓 |
| 49 | KLAC | Kla CORP | -0.4% | -30.24% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Guinness Asset Management LTD 在 Q3 2024 季度的美股持仓总市值约为 US$59.1亿，共申报了 106 个公开持股仓位。
在 Q3 2024 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分别为：AFL (4.8%)、BLKCHF (4.5%)、AVGO (4.3%)。其中最大持股仓位 AFL 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
NFLX
市值: US$4076.5万
本季最大获利了结 / 清仓标的
NKE
前期市值: US$1908.5万
在 Q3 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 21 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 NKE。
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。