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。
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CIK: 0001365474
申報總市值
US$1.5億
US$1.5億
55 檔
30.1%
在 Q3 2025 的 13F 官方備案中，Guardian Investment Management 管理的美股投資組合規模來到 US$1.5億，整體持股檔數為 55 檔。
從 Q3 2025 申報觀察，Guardian Investment Management 採取防禦導向的調倉策略，本季減碼 22 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Guardian Investment Management 的前 5 大核心持股（包含 AAPL, DHR, MSFT 等）合計佔整體申報市值的 30.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 17.07% | -1.14% | +0.29% | |
| 2 | DHR | Danaher CORP | 股票-醫療保健 | 10.13% | +3.79% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | -0.49% | +23.97% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.97% | -1.04% | -0.10% | |
| 5 | AMGN | Amgen Inc | 股票-醫療保健 | 3.89% | -0.84% | -13.27% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 3.16% | -1.14% | +3.44% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 3.12% | -0.28% | -1.68% | |
| 8 | GE | General Electric | 股票-工業 | 2.86% | +0.19% | -0.56% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.80% | -0.41% | -0.35% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.78% | -1.13% | +18.56% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.65% | -1.95% | +4.99% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 2.52% | +3.08% | — | |
| 13 | QS | Quantumscape CORP | 股票-循環性消費 | 2.50% | +0.01% | -3.95% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | -0.30% | -0.18% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 2.02% | +0.62% | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.62% | -0.36% | +18.97% | |
| 17 | CSX | Csx CORP | 股票-工業 | 1.52% | -0.09% | +29.60% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | -0.05% | +1.09% | |
| 19 | BA | Boeing Co/the | 股票-工業 | 1.45% | -0.14% | +10.92% | |
| 20 | GEV | GE Vernova Inc | 股票-工業 | 1.41% | +0.19% | -1.61% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.34% | +1.44% | -16.34% | |
| 22 | ITW | Illinois Tool Works | 股票-工業 | 1.33% | -0.26% | — | |
| 23 | AXP | American Express Co | 股票-金融 | 1.30% | -0.09% | — | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.59% | +13.13% | |
| 25 | MMM | 3m Co | 股票-工業 | 1.25% | -0.88% | +5.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.16% | — | |
| 27 | KKR | Kkr & Co Inc | 股票-金融 | 1.20% | -0.10% | -11.04% | |
| 28 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.18% | +1.85% | +8.23% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.26% | — | |
| 30 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.96% | -0.15% | -36.75% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +0.59% | +8.76% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.88% | -0.34% | — | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.82% | +0.01% | -10.82% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | -0.01% | — | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.05% | — | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.81% | -0.32% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | +0.02% | — | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +0.72% | — | |
| 39 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.68% | -0.05% | — | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.12% | — | |
| 41 | BIIB | Biogen Inc | 股票-醫療保健 | 0.64% | -0.03% | +1.89% | |
| 42 | DE | Deere & Co | 股票-工業 | 0.61% | -0.06% | +10.35% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.60% | -0.14% | +11.93% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | -0.02% | -25.89% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | -0.12% | -62.50% | |
| 46 | MP | Mp Materials CORP | 股票-原物料 | 0.43% | +0.04% | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.02% | +41.67% | |
| 48 | EMR | Emerson Electric Co | 股票-工業 | 0.38% | -0.04% | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.36% | -0.09% | — | |
| 50 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.35% | -0.10% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +6.5% | — | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.6% | +23.97% | 加碼 |
| 3 | GE | General Electric | +1% | -0.56% | 減碼 |
| 4 | QS | Quantumscape CORP | +1% | -3.95% | 加碼 |
| 5 | CAT | Caterpillar Inc | +0.8% | — | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.7% | -1.61% | 減碼 |
| 7 | BAC | Bank Of America CORP | +0.6% | -1.68% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.6% | +1.09% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.6% | +8.76% | 加碼 |
| 10 | CSX | Csx CORP | +0.6% | +29.60% | 加碼 |
| 11 | ADM | Archer-daniels-midland Co | +0.5% | +8.23% | 加碼 |
| 12 | AAPL | Apple Inc | +0.5% | +0.29% | 減碼 |
| 13 | BA | Boeing Co/the | +0.5% | +10.92% | 加碼 |
| 14 | AXP | American Express Co | +0.4% | — | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.4% | -0.10% | 加碼 |
| 16 | INTC | Intel CORP | +0.3% | -16.34% | 減碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.3% | — | 不變 |
| 18 | CVX | Chevron CORP | +0.3% | +18.56% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.2% | +4.99% | 減碼 |
| 20 | WBD | Warner Bros Discovery Inc | +0.2% | -36.75% | 減碼 |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +13.13% | 加碼 |
| 22 | C | Citigroup Inc | +0.2% | -10.82% | 減碼 |
| 23 | ABBV | Abbvie Inc | -0.1% | -0.35% | 減碼 |
| 24 | HD | Home Depot Inc | -0.1% | -25.89% | 減碼 |
| 25 | ABT | Abbott Laboratories | -0.1% | — | 減碼 |
| 26 | ITW | Illinois Tool Works | -0.2% | — | 減碼 |
| 27 | BMY | Bristol-myers Squibb Co | -0.2% | — | 減碼 |
| 28 | BIIB | Biogen Inc | -0.2% | +1.89% | 減碼 |
| 29 | CMCSA | Comcast Corp-class A | -0.2% | — | 減碼 |
| 30 | WMT | Walmart Inc | -0.2% | +3.44% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | -0.5% | -0.18% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.5% | +18.97% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | — | 減碼 |
| 34 | PEP | Pepsico Inc | -0.8% | -62.50% | 減碼 |
| 35 | AMGN | Amgen Inc | -0.9% | -13.27% | 減碼 |
| 36 | BX | Blackstone Inc | -12.8% | — | 減碼 |
| 37 | MRK | Merck & Co. Inc. | — | EXIT | 清倉 |
| 38 | SLB | Slb LTD | — | EXIT | 清倉 |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 40 | MU | Micron Technology Inc | — | NEW | 新建倉 |
| 41 | PJT | Pjt Partners Inc - A | — | NEW | 新建倉 |
| 42 | PARAA | Paramount Global-class A | — | EXIT | 清倉 |
| 43 | MP | Mp Materials CORP | — | NEW | 新建倉 |
| 44 | NSC | Norfolk Southern CORP | — | NEW | 新建倉 |
| 45 | NOC | Northrop Grumman CORP | — | EXIT | 清倉 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 47 | RTX | Rtx CORP | — | EXIT | 清倉 |
| 48 | EL | Estee Lauder Companies-cl A | — | EXIT | 清倉 |
| 49 | ADP | Automatic Data Processing | — | EXIT | 清倉 |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Guardian Investment Management 在 Q3 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 55 個公開持股部位。
在 Q3 2025 季度，Guardian Investment Management 按市值排列的前三大核心持股分別為：AAPL (17.1%)、DHR (10.1%)、MSFT (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 17.1% 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
GOOGL
市值: US$90.7萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$135.5萬
在 Q3 2025 季度中，Guardian Investment Management 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 13 個部位、減碼 22 個部位以及清倉 8 個部位。 其中最大新建倉標的為 GOOGL。 本季清倉部位包含 MRK。
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。