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
150 檔
16.3%
根據最新整理的 13F 季度數據集，Guardian Capital LP 於 Q1 2025 結束時的管理資產規模為 US$41.1億。該機構在本季度申報了 150 檔美股持倉，呈現出該時期的主要投資地圖。
Guardian Capital LP 在 Q1 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 131 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 BMO, RY, AEM）占據了總市值的 16.3%，展現出該機構在 Q1 2025 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 | BMO | Bank Of Montreal | 股票-金融 | 7.75% | +0.21% | -4.08% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 6.95% | +0.76% | -4.16% | |
| 3 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 4.39% | -1.06% | -17.11% | |
| 4 | OTEX | Open Text CORP | 股票-其他 | 3.93% | +0.06% | -1.18% | |
| 5 | BN | Brookfield CORP | 股票-金融 | 3.42% | +0.52% | -11.78% | |
| 6 | CNQ | Canadian Natural Resources | 股票-能源 | 3.08% | -0.68% | -18.10% | |
| 7 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 2.93% | -0.25% | -14.55% | |
| 8 | SU | Suncor Energy Inc | 股票-能源 | 2.85% | -0.14% | -14.39% | |
| 9 | GIB | Cgi Inc | 股票-科技 | 2.53% | +0.72% | -6.14% | |
| 10 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.44% | +0.14% | -6.53% | |
| 11 | TU | Telus CORP | 股票-其他 | 2.14% | -0.01% | -2.72% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.13% | +0.21% | +0.29% | |
| 13 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.06% | -0.05% | -6.69% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | +0.03% | +0.12% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.97% | -0.19% | +0.10% | |
| 16 | TD | Toronto-dominion Bank | 股票-金融 | 1.94% | +0.46% | -2.44% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +0.34% | +0.36% | |
| 18 | WMB | Williams Cos Inc | 股票-能源 | 1.63% | -0.01% | +1.99% | |
| 19 | ENB | Enbridge Inc | 股票-能源 | 1.52% | -0.24% | -3.21% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.32% | -0.04% | +0.17% | |
| 21 | FTS | Fortis Inc | 股票-公用事業 | 1.29% | -0.09% | -5.22% | |
| 22 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.24% | -0.25% | -9.97% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.23% | +0.08% | -2.12% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.16% | -0.21% | -1.07% | |
| 25 | MFC | Manulife Financial CORP | 股票-金融 | 1.11% | +0.03% | -16.27% | |
| 26 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.09% | -0.01% | EXIT | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.09% | -0.03% | -6.63% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.08% | +0.06% | +2.87% | |
| 29 | RSG | Republic Services Inc | 股票-工業 | 1.06% | -0.04% | -0.43% | |
| 30 | STN | Stantec Inc | 股票-其他 | 1.05% | -0.22% | -5.98% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.92% | +0.62% | -1.02% | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 0.89% | -0.16% | -0.44% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.05% | +3.03% | |
| 34 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.88% | — | +0.22% | |
| 35 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.87% | +0.12% | -3.29% | |
| 36 | CCJ | Cameco CORP | 股票-能源 | 0.83% | — | -3.99% | |
| 37 | NTR | Nutrien LTD | 股票-原物料 | 0.82% | — | -3.81% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.78% | -0.04% | +0.16% | |
| 39 | EQIX | Equinix Inc | 股票-房地產 | 0.75% | +0.03% | +20.57% | |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.75% | -0.05% | -3.50% | |
| 41 | MGA | Magna International Inc | 股票-循環性消費 | 0.75% | — | -19.81% | |
| 42 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.72% | -0.04% | +0.23% | |
| 43 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.71% | -0.04% | -3.53% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | +0.01% | -5.63% | |
| 45 | SLF | Sun Life Financial Inc | 股票-金融 | 0.68% | +0.21% | -5.44% | |
| 46 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.67% | -0.38% | -4.47% | |
| 47 | BEPC | Brookfield Renewable CORP | 股票-公用事業 | 0.67% | — | +36.18% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | +0.29% | -17.79% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.62% | +0.08% | -0.14% | |
| 50 | TRP | Tc Energy CORP | 股票-能源 | 0.60% | -0.02% | +12.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | +2.5% | -17.11% | 減碼 |
| 2 | COST | Costco Wholesale CORP | +1.5% | +0.10% | 減碼 |
| 3 | CNQ | Canadian Natural Resources | +1.3% | -18.10% | 加碼 |
| 4 | AAPL | Apple Inc | +1.2% | +0.29% | 減碼 |
| 5 | OTEX | Open Text CORP | +1.2% | -1.18% | 加碼 |
| 6 | MSFT | Microsoft CORP | +1.1% | +0.12% | 減碼 |
| 7 | AVGO | Broadcom Inc | +1% | +0.36% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.9% | +2.87% | 加碼 |
| 9 | MA | Mastercard Inc - A | +0.9% | +0.17% | 加碼 |
| 10 | ASML | ASML Holding N.V. | +0.9% | -1.02% | 加碼 |
| 11 | RSG | Republic Services Inc | +0.8% | -0.43% | 減碼 |
| 12 | TTEN | Totalenergies Se -spon Adr | +0.5% | +0.22% | 減碼 |
| 13 | WM | Waste Management Inc | +0.5% | +0.16% | 減碼 |
| 14 | BMO | Bank Of Montreal | +0.5% | -4.08% | 減碼 |
| 15 | TJX | Tjx Companies Inc | +0.5% | +0.41% | 加碼 |
| 16 | ACN | Accenture plc | +0.5% | -6.63% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.4% | -17.79% | 加碼 |
| 18 | ENB | Enbridge Inc | +0.4% | -3.21% | 減碼 |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +0.16% | 加碼 |
| 20 | MCD | Mcdonald's CORP | +0.4% | -1.07% | 減碼 |
| 21 | CME | Cme Group Inc | +0.4% | -1.58% | 加碼 |
| 22 | PG | Procter & Gamble Co/the | +0.3% | +0.27% | 加碼 |
| 23 | BKNG | Booking Holdings Inc | +0.3% | -9.65% | 減碼 |
| 24 | META | Meta Platforms Inc-class A | +0.2% | +3.43% | 減碼 |
| 25 | HD | Home Depot Inc | +0.2% | -5.63% | 減碼 |
| 26 | JNJ | Johnson & Johnson | +0.2% | +3.03% | 減碼 |
| 27 | NTR | Nutrien LTD | +0.2% | -3.81% | 減碼 |
| 28 | VRSK | Verisk Analytics Inc | +0.2% | -1.24% | 加碼 |
| 29 | CL | Colgate-palmolive Co | +0.2% | -0.33% | 加碼 |
| 30 | AMZN | Amazon.com Inc | +0.2% | +2.16% | 加碼 |
| 31 | SNY | Sanofi-adr | +0.2% | +0.22% | 加碼 |
| 32 | NVDA | Nvidia CORP | +0.1% | +2.26% | 加碼 |
| 33 | IMO | Imperial Oil LTD | +0.1% | +5.46% | 減碼 |
| 34 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -1.73% | 加碼 |
| 35 | UL | Unilever PLC | +0.1% | +0.18% | 減碼 |
| 36 | INTU | Intuit Inc | +0.1% | +7.83% | 加碼 |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +17.59% | 加碼 |
| 38 | ADP | Automatic Data Processing | +0.1% | -6.05% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +2.33% | 加碼 |
| 40 | TXN | Texas Instruments Inc | +0.1% | — | 加碼 |
| 41 | ROP | Roper Technologies Inc | +0.1% | +10.68% | 加碼 |
| 42 | QSR | Restaurant Brands Intern | +0.1% | -14.55% | 減碼 |
| 43 | YUMC | Yum China Holdings Inc | +0.1% | -0.27% | 減碼 |
| 44 | DHR | Danaher CORP | +0.1% | +10.47% | 加碼 |
| 45 | EMR | Emerson Electric Co | +0.1% | — | 加碼 |
| 46 | NOW | Servicenow Inc | +0.1% | +14.87% | 加碼 |
| 47 | AFL | Aflac Inc | +0.1% | — | 減碼 |
| 48 | WPM | Wheaton Precious Metals CORP | +0.1% | -9.97% | 減碼 |
| 49 | STN | Stantec Inc | +0.1% | -5.98% | 減碼 |
| 50 | CVX | Chevron CORP | +0.1% | — | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guardian Capital LP 在 Q1 2025 季度的美股持倉總市值約為 US$41.1億，共申報了 150 個公開持股部位。
在 Q1 2025 季度，Guardian Capital LP 按市值排列的前三大核心持股分別為：BMO (7.8%)、RY (7.0%)、AEM (4.4%)。其中最大持股部位 BMO 佔據整體投資組合約 7.8% 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
BN
市值: US$8693.9萬
本季最大獲利了結 / 清倉標的
BAM
前期市值: US$1.9億
在 Q1 2025 季度中，Guardian Capital LP 共進行了 200 項持倉異動，包含新建倉 41 個部位、加碼 28 個部位、減碼 57 個部位以及清倉 74 個部位。 其中最大新建倉標的為 BN。 本季清倉部位包含 BAM。
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。