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
143 檔
20.9%
截至 Q1 2026 季度末，Guinness Asset Management LTD 的美股持仓估值约为 US$59.1亿，全数申报仓位共有 143 档。
Guinness Asset Management LTD 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 63 档持股的同时，亦同步清仓 5 档并减仓 49 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 JNJ, AVGO, ABBV 等）合计占整体申报市值的 20.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
EW
市值: US$37.1万
本季最大获利了结 / 清仓标的
IBP
前期市值: US$1071.0万
| # | 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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.59% | -0.16% | -18.41% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.40% | +0.55% | -4.72% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.12% | +0.30% | -6.15% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.08% | -0.04% | -6.17% | |
| 5 | CME | Cme Group Inc | 股票-金融 | 4.07% | -1.26% | -19.15% | |
| 6 | MDT | Medtronic plc | 股票-医疗保健 | 4.05% | -0.64% | -4.91% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.30% | +14.76% | |
| 8 | EMR | Emerson Electric Co | 股票-工业 | 3.91% | +0.05% | -6.15% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 3.87% | +1.65% | -6.09% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.85% | -0.74% | -6.12% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 3.83% | +1.57% | -6.12% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.80% | -0.03% | -6.13% | |
| 13 | ETN | Eaton Corporation plc | 股票-工业 | 3.69% | +0.39% | -5.65% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 3.45% | -0.26% | -6.16% | |
| 15 | ITW | Illinois Tool Works | 股票-工业 | 3.41% | -0.12% | -6.12% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.40% | -0.20% | -6.13% | |
| 17 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.36% | -0.06% | +11.96% | |
| 18 | BLK | Blackrock Inc | 股票-金融 | 3.27% | -0.24% | -6.10% | |
| 19 | PAYX | Paychex Inc | 股票-科技 | 3.12% | -0.04% | +13.98% | |
| 20 | OTIS | Otis Worldwide CORP | 股票-工业 | 3.12% | -0.45% | +10.72% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.27% | +0.38% | -22.32% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.94% | -0.32% | +33.41% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | +0.24% | -9.29% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 0.84% | -0.13% | +25.80% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.83% | -0.19% | -7.26% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.83% | +0.42% | -26.09% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.82% | — | +8.77% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.08% | +3.61% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.02% | +3.78% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.79% | -0.21% | +20.17% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.79% | -0.08% | +9.48% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.01% | +8.23% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.04% | -2.24% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.10% | -8.64% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.76% | +0.36% | -39.76% | |
| 36 | AME | Ametek Inc | 股票-工业 | 0.76% | -0.01% | -18.05% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.75% | -0.09% | +2.27% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | +0.37% | -41.48% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | -0.09% | -9.88% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.59% | EXIT | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.53% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.38% | -0.10% | +38.50% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.11% | +38.51% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.33% | -0.10% | +38.52% | |
| 46 | CNQ | Canadian Natural Resources | 股票-能源 | 0.30% | -0.10% | +38.52% | |
| 47 | SU | Suncor Energy Inc | 股票-能源 | 0.29% | -0.09% | +38.52% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.28% | -0.03% | +0.91% | |
| 49 | IMO | Imperial Oil LTD | 股票-能源 | 0.28% | -0.09% | +38.51% | |
| 50 | HUBB | Hubbell Inc | 股票-工业 | 0.27% | +0.01% | +0.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +0.4% | -5.65% | 减仓 |
| 2 | TXN | Texas Instruments Inc | +0.4% | -6.09% | 减仓 |
| 3 | NFLX | Netflix Inc | +0.3% | +33.41% | 加仓 |
| 4 | KO | Coca-cola Co/the | +0.3% | -6.13% | 减仓 |
| 5 | PEP | Pepsico Inc | +0.3% | -6.12% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +38.51% | 加仓 |
| 7 | VLO | Valero Energy CORP | +0.2% | +38.50% | 加仓 |
| 8 | ACM | Aecom | +0.2% | +70763.58% | 加仓 |
| 9 | CVX | Chevron CORP | +0.2% | +38.51% | 加仓 |
| 10 | COP | Conocophillips | +0.2% | +38.52% | 加仓 |
| 11 | SU | Suncor Energy Inc | +0.2% | +38.52% | 加仓 |
| 12 | CNQ | Canadian Natural Resources | +0.2% | +38.52% | 加仓 |
| 13 | IMO | Imperial Oil LTD | +0.2% | +38.51% | 加仓 |
| 14 | CVE | Cenovus Energy Inc | +0.2% | +38.53% | 加仓 |
| 15 | MDLZ | Mondelez International Inc-a | +0.2% | -6.16% | 减仓 |
| 16 | EOG | Eog Resources Inc | +0.1% | +38.51% | 加仓 |
| 17 | DVN | Devon Energy CORP | +0.1% | +38.52% | 加仓 |
| 18 | FANG | Diamondback Energy Inc | +0.1% | +38.51% | 加仓 |
| 19 | HAL | Halliburton Co | +0.1% | +38.52% | 加仓 |
| 20 | SLB | Slb LTD | +0.1% | +38.52% | 加仓 |
| 21 | ITW | Illinois Tool Works | +0.1% | -6.12% | 减仓 |
| 22 | OTIS | Otis Worldwide CORP | +0.1% | +10.72% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -18.41% | 减仓 |
| 24 | BKR | Baker Hughes Co | +0.1% | +38.52% | 加仓 |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | +38.53% | 加仓 |
| 26 | WMB | Williams Cos Inc | +0.1% | +38.51% | 加仓 |
| 27 | ENB | Enbridge Inc | +0.1% | +38.80% | 加仓 |
| 28 | TRP | Tc Energy CORP | +0.1% | +38.51% | 加仓 |
| 29 | NEE | Nextera Energy Inc | +0.1% | +0.91% | 加仓 |
| 30 | HUBB | Hubbell Inc | 0% | +0.88% | 加仓 |
| 31 | ROP | Roper Technologies Inc | 0% | +25.80% | 加仓 |
| 32 | HLX | Helix Energy Solutions Group | 0% | +38.52% | 加仓 |
| 33 | AMZN | Amazon.com Inc | 0% | +8.77% | 加仓 |
| 34 | TT | Trane Technologies plc | 0% | +0.91% | 加仓 |
| 35 | AAPL | Apple Inc | 0% | +3.78% | 加仓 |
| 36 | ST | Sensata Technologies Holding plc | 0% | +0.91% | 加仓 |
| 37 | ITRI | Itron Inc | 0% | +0.91% | 加仓 |
| 38 | NDAQ | Nasdaq Inc | 0% | +37.81% | 加仓 |
| 39 | CSL | Carlisle Cos Inc | 0% | +0.91% | 加仓 |
| 40 | ORA | Ormat Technologies Inc | 0% | +0.91% | 加仓 |
| 41 | ENPH | Enphase Energy Inc | — | +0.91% | 加仓 |
| 42 | OC | Owens Corning | — | +0.91% | 加仓 |
| 43 | STT | State Street CORP | — | -7.90% | 减仓 |
| 44 | AMG | Affiliated Managers Group | — | -6.79% | 减仓 |
| 45 | AMP | Ameriprise Financial Inc | — | -1.04% | 减仓 |
| 46 | IVZ | Invesco Ltd. | — | -1.07% | 减仓 |
| 47 | BAP | Credicorp Ltd. | — | — | 不变 |
| 48 | EQIX | Equinix Inc | — | +39.07% | 加仓 |
| 49 | APAM | Artisan Partners Asset Ma -a | — | -1.07% | 减仓 |
| 50 | WEC | Wec Energy Group Inc | — | +66.18% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Guinness Asset Management LTD 在 Q1 2026 季度的美股持仓总市值约为 US$59.1亿，共申报了 143 个公开持股仓位。
在 Q1 2026 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分别为：JNJ (4.6%)、AVGO (4.4%)、ABBV (4.1%)。其中最大持股仓位 JNJ 占据整体投资组合约 4.6% 的权重。
在 Q1 2026 季度中，Guinness Asset Management LTD 共进行了 119 项持仓异动，包含新建仓 2 个仓位、加仓 63 个仓位、减仓 49 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 EW。 本季清仓仓位包含 IBP。
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。
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。
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。