13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001224324
申報總市值
US$41.1億
US$41.1億
125 檔
17.9%
Q3 2024 季度申報顯示，Guardian Capital LP 揭露的美股組合總市值為 US$41.1億，涵蓋 125 個不同之權益投資部位。
Guardian Capital LP 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 75 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 RY, BMO, OTEX）占據了總市值的 17.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | 股票-金融 | 7.55% | +0.76% | -9.81% | |
| 2 | BMO | Bank Of Montreal | 股票-金融 | 7.14% | +0.21% | -15.88% | |
| 3 | OTEX | Open Text CORP | 股票-其他 | 4.76% | +0.06% | -4.75% | |
| 4 | BN | Brookfield CORP | 股票-金融 | 3.81% | +0.52% | -13.61% | |
| 5 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 3.72% | -1.06% | -9.87% | |
| 6 | CNQ | Canadian Natural Resources | 股票-能源 | 3.54% | -0.68% | -15.04% | |
| 7 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 3.37% | -0.25% | +0.84% | |
| 8 | SU | Suncor Energy Inc | 股票-能源 | 3.08% | -0.14% | -16.90% | |
| 9 | TU | Telus CORP | 股票-其他 | 2.98% | -0.01% | +0.79% | |
| 10 | GIB | Cgi Inc | 股票-科技 | 2.85% | +0.72% | -4.30% | |
| 11 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.62% | +0.14% | +16.87% | |
| 12 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.50% | -0.05% | -16.71% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +0.03% | -0.20% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.04% | +0.21% | -0.45% | |
| 15 | TD | Toronto-dominion Bank | 股票-金融 | 1.93% | +0.46% | +11.10% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.71% | -0.19% | +1.25% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.66% | +0.34% | +894.93% | |
| 18 | ENB | Enbridge Inc | 股票-能源 | 1.46% | -0.24% | -2.71% | |
| 19 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.42% | -0.25% | -11.75% | |
| 20 | MFC | Manulife Financial CORP | 股票-金融 | 1.33% | +0.03% | -5.84% | |
| 21 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.33% | +0.08% | +2.85% | |
| 22 | FTS | Fortis Inc | 股票-公用事業 | 1.27% | -0.09% | -15.72% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.22% | -0.03% | -0.18% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.13% | -0.01% | -0.56% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.04% | -0.03% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.08% | +0.06% | -0.07% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.06% | -0.21% | +0.81% | |
| 28 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.05% | -0.01% | EXIT | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 1.00% | +0.62% | -0.63% | |
| 30 | STN | Stantec Inc | 股票-其他 | 1.00% | -0.22% | -15.47% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.98% | — | +8.30% | |
| 32 | CCJ | Cameco CORP | 股票-能源 | 0.95% | — | -23.21% | |
| 33 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.95% | -0.38% | -6.94% | |
| 34 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.91% | +0.12% | -1.60% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.29% | -8.56% | |
| 36 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.81% | — | -0.59% | |
| 37 | RSG | Republic Services Inc | 股票-工業 | 0.80% | -0.04% | -0.61% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.05% | -3.58% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.74% | -0.16% | -0.56% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | +0.01% | -0.29% | |
| 41 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.73% | -0.04% | -1.90% | |
| 42 | ABX | Barrick Gold CORP | 股票-金融 | 0.69% | — | -2.00% | |
| 43 | SLF | Sun Life Financial Inc | 股票-金融 | 0.68% | +0.21% | -14.67% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.65% | -0.04% | +0.09% | |
| 45 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.65% | -0.13% | +11.86% | |
| 46 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.62% | -0.04% | +32.62% | |
| 47 | GRT-UCAD | Granite Real Estate Investme | 股票-其他 | 0.62% | — | -1.93% | |
| 48 | NTR | Nutrien LTD | 股票-原物料 | 0.54% | — | -1.61% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.53% | +0.08% | -0.55% | |
| 50 | BEPC | Brookfield Renewable Corporation | 股票-公用事業 | 0.53% | — | -14.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CM | Can Imperial Bk Of Commerce | +0.8% | +16.87% | 加碼 |
| 2 | TD | Toronto-dominion Bank | +0.4% | +11.10% | 加碼 |
| 3 | AEM | Agnico Eagle Mines LTD | +0.3% | -9.87% | 減碼 |
| 4 | BN | Brookfield CORP | +0.3% | -13.61% | 減碼 |
| 5 | TU | Telus CORP | +0.2% | +0.79% | 加碼 |
| 6 | RY | Royal Bank Of Canada | +0.2% | -9.81% | 減碼 |
| 7 | HIG | Hartford Insurance Group Inc | +0.2% | +32.62% | 加碼 |
| 8 | GIB | Cgi Inc | +0.2% | -4.30% | 減碼 |
| 9 | MCD | Mcdonald's CORP | +0.2% | +0.81% | 加碼 |
| 10 | AAPL | Apple Inc | +0.1% | -0.45% | 減碼 |
| 11 | ACN | Accenture plc | +0.1% | -0.18% | 減碼 |
| 12 | OTEX | Open Text CORP | +0.1% | -4.75% | 減碼 |
| 13 | EWJV | Ishares Msci Japan Value ETF | +0.1% | NEW | 新建倉 |
| 14 | ENB | Enbridge Inc | +0.1% | -2.71% | 減碼 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -0.07% | 減碼 |
| 16 | BNS | Bank Of Nova Scotia | +0.1% | -1.60% | 減碼 |
| 17 | RCI | Rogers Communications Inc-b | +0.1% | +11.86% | 加碼 |
| 18 | YUMC | Yum China Holdings Inc | +0.1% | +47.48% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | -0.03% | 減碼 |
| 20 | HD | Home Depot Inc | +0.1% | -0.29% | 減碼 |
| 21 | GRT-UCAD | Granite Real Estate Investme | +0.1% | -1.93% | 減碼 |
| 22 | TRP | Tc Energy CORP | +0.1% | -2.00% | 減碼 |
| 23 | ABX | Barrick Gold CORP | +0.1% | -2.00% | 減碼 |
| 24 | KVUE | Kenvue Inc | +0.1% | -3.35% | 減碼 |
| 25 | ILMN | Illumina Inc | +0.1% | +45.67% | 加碼 |
| 26 | AVGO | Broadcom Inc | +0.1% | +894.93% | 加碼 |
| 27 | EQIX | Equinix Inc | +0.1% | -0.50% | 減碼 |
| 28 | ABBV | Abbvie Inc | +0.1% | -0.55% | 減碼 |
| 29 | APD | Air Products & Chemicals Inc | +0.1% | -1.58% | 減碼 |
| 30 | GWW | Ww Grainger Inc | +0.1% | -0.49% | 減碼 |
| 31 | UL | Unilever PLC | +0.1% | -0.14% | 減碼 |
| 32 | MKTX | Marketaxess Holdings Inc | +0.1% | +0.80% | 加碼 |
| 33 | ESMV | Ishares Esg Optimized Msci U | +0.1% | +80.78% | 加碼 |
| 34 | COST | Costco Wholesale CORP | 0% | +1.25% | 加碼 |
| 35 | WMB | Williams Cos Inc | 0% | -0.56% | 減碼 |
| 36 | PBA | Pembina Pipeline CORP | 0% | -1.90% | 減碼 |
| 37 | IBN | Icici Bank Ltd-spon Adr | 0% | +12.05% | 加碼 |
| 38 | WEC | Wec Energy Group Inc | 0% | -0.59% | 減碼 |
| 39 | BKNG | Booking Holdings Inc | 0% | +3.01% | 加碼 |
| 40 | JNJ | Johnson & Johnson | 0% | -3.58% | 減碼 |
| 41 | BEP | Brookfield Renewable Partners L.P. | 0% | -2.01% | 減碼 |
| 42 | DHR | Danaher CORP | 0% | +63.97% | 加碼 |
| 43 | SNY | Sanofi-adr | 0% | -0.47% | 減碼 |
| 44 | WAT | Waters CORP | 0% | +0.84% | 加碼 |
| 45 | APH | Amphenol Corp-cl A | 0% | NEW | 新建倉 |
| 46 | MFC | Manulife Financial CORP | 0% | -5.84% | 減碼 |
| 47 | 1939900D | Brookfield Infrastructure-a | 0% | -16.85% | 減碼 |
| 48 | CME | Cme Group Inc | 0% | -2.09% | 減碼 |
| 49 | ADP | Automatic Data Processing | 0% | +1.01% | 加碼 |
| 50 | EOG | Eog Resources Inc | 0% | +16.64% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guardian Capital LP 在 Q3 2024 季度的美股持倉總市值約為 US$41.1億，共申報了 125 個公開持股部位。
在 Q3 2024 季度，Guardian Capital LP 按市值排列的前三大核心持股分別為：RY (7.5%)、BMO (7.1%)、OTEX (4.8%)。其中最大持股部位 RY 佔據整體投資組合約 7.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
EWJV
市值: US$315.3萬
本季最大獲利了結 / 清倉標的
FDS
前期市值: US$96.5萬
在 Q3 2024 季度中，Guardian Capital LP 共進行了 119 項持倉異動，包含新建倉 3 個部位、加碼 41 個部位、減碼 71 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EWJV。 本季清倉部位包含 FDS。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。