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: 0001365474
申報總市值
US$1.5億
US$1.5億
56 檔
35.9%
截至 Q4 2025 季度末，Guardian Investment Management 的美股持倉估值約為 US$1.5億，全數申報部位共有 56 檔。
在 Q4 2025，Guardian Investment Management 展現出較為審慎的避險與獲利了結姿態。本季共減碼 28 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Guardian Investment Management 的前 5 大持股（包含 AAPL, BX, DHR）貢獻了組合市值的 35.9%，形成該機構在 Q4 2025 季度的基本面基石。
| # | 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 | 16.71% | -1.14% | — | |
| 2 | BX | Blackstone Inc | 股票-金融 | 9.54% | +3.08% | +358.73% | |
| 3 | DHR | Danaher CORP | 股票-醫療保健 | 9.28% | +3.79% | — | |
| 4 | AMGN | Amgen Inc | 股票-醫療保健 | 4.10% | -0.84% | -0.93% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.49% | -3.87% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.28% | -1.04% | -3.07% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 3.09% | -1.14% | -1.18% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 3.02% | -0.28% | -0.70% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.71% | -1.95% | +0.02% | |
| 10 | GE | General Electric | 股票-工業 | 2.68% | +0.19% | -0.12% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.55% | -1.13% | +1.90% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.52% | -0.41% | -0.70% | |
| 13 | CAT | Caterpillar Inc | 股票-工業 | 2.14% | +0.62% | -3.75% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.30% | -2.37% | |
| 15 | BA | Boeing Co/the | 股票-工業 | 1.53% | -0.14% | +14.92% | |
| 16 | CSX | Csx CORP | 股票-工業 | 1.46% | -0.09% | +2.57% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.40% | -0.05% | -2.19% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.38% | -0.36% | — | |
| 19 | GEV | GE Vernova Inc | 股票-工業 | 1.35% | +0.19% | -1.63% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.30% | -0.09% | -2.18% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.59% | +1.63% | |
| 22 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.26% | +1.85% | -11.70% | |
| 23 | MMM | 3m Co | 股票-工業 | 1.19% | -0.88% | — | |
| 24 | QS | Quantumscape CORP | 股票-循環性消費 | 1.16% | +0.01% | -27.86% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.15% | -0.26% | — | |
| 26 | KKR | Kkr & Co Inc | 股票-金融 | 1.10% | -0.10% | +0.03% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.16% | -5.12% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.06% | +0.26% | +5.37% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | +0.02% | — | |
| 30 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.89% | -0.15% | -31.47% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.88% | +1.44% | -34.79% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.83% | +0.01% | -3.82% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | -0.01% | — | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.82% | -0.34% | — | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.59% | -22.69% | |
| 36 | BIIB | Biogen Inc | 股票-醫療保健 | 0.74% | -0.03% | — | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 0.65% | +0.72% | -42.93% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.61% | +0.05% | -13.46% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.57% | -0.32% | -11.90% | |
| 40 | DE | Deere & Co | 股票-工業 | 0.57% | -0.06% | — | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.12% | — | |
| 42 | PJT | Pjt Partners Inc - A | 股票-金融 | 0.56% | -0.05% | -5.48% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.45% | -0.14% | -5.68% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.12% | — | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.40% | -0.02% | +3.49% | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.36% | -0.10% | — | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.35% | -0.04% | +0.09% | |
| 48 | B | Barrick Mining CORP | 股票-原物料 | 0.35% | +0.49% | -0.49% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.34% | -0.09% | -15.79% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.02% | -14.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +7% | +358.73% | 加碼 |
| 2 | AMGN | Amgen Inc | +0.2% | -0.93% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 4 | CAT | Caterpillar Inc | +0.1% | -3.75% | 減碼 |
| 5 | BIIB | Biogen Inc | +0.1% | — | 不變 |
| 6 | CSCO | Cisco Systems Inc | +0.1% | +5.37% | 加碼 |
| 7 | BA | Boeing Co/the | +0.1% | +14.92% | 加碼 |
| 8 | ADM | Archer-daniels-midland Co | +0.1% | -11.70% | 減碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +0.02% | 加碼 |
| 10 | B | Barrick Mining CORP | +0.1% | -0.49% | 減碼 |
| 11 | C | Citigroup Inc | 0% | -3.82% | 減碼 |
| 12 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 13 | GILD | Gilead Sciences Inc | 0% | — | 不變 |
| 14 | GT | Goodyear Tire & Rubber Co | 0% | -4.35% | 減碼 |
| 15 | AXP | American Express Co | — | -2.18% | 減碼 |
| 16 | XOM | Exxon Mobil CORP | — | +1.63% | 加碼 |
| 17 | V | Visa Inc-class A Shares | 0% | — | 不變 |
| 18 | NSC | Norfolk Southern CORP | 0% | — | 不變 |
| 19 | DE | Deere & Co | 0% | — | 不變 |
| 20 | CSX | Csx CORP | -0.1% | +2.57% | 加碼 |
| 21 | AMZN | Amazon.com Inc | -0.1% | -2.19% | 減碼 |
| 22 | GEV | GE Vernova Inc | -0.1% | -1.63% | 減碼 |
| 23 | MMM | 3m Co | -0.1% | — | 不變 |
| 24 | CMCSA | Comcast Corp-class A | -0.1% | — | 不變 |
| 25 | WMT | Walmart Inc | -0.1% | -1.18% | 減碼 |
| 26 | WBD | Warner Bros Discovery Inc | -0.1% | -31.47% | 減碼 |
| 27 | IBM | Intl Business Machines CORP | -0.1% | -14.71% | 減碼 |
| 28 | MU | Micron Technology Inc | -0.1% | -42.93% | 減碼 |
| 29 | PFE | Pfizer Inc | -0.1% | -20.61% | 減碼 |
| 30 | HD | Home Depot Inc | -0.1% | +3.49% | 加碼 |
| 31 | ABT | Abbott Laboratories | -0.1% | — | 不變 |
| 32 | BAC | Bank Of America CORP | -0.1% | -0.70% | 減碼 |
| 33 | AMAT | Applied Materials Inc | -0.1% | -22.69% | 減碼 |
| 34 | PJT | Pjt Partners Inc - A | -0.1% | -5.48% | 減碼 |
| 35 | MDLZ | Mondelez International Inc-a | -0.2% | -5.68% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -5.12% | 減碼 |
| 37 | ITW | Illinois Tool Works | -0.2% | — | 不變 |
| 38 | GE | General Electric | -0.2% | -0.12% | 減碼 |
| 39 | MP | Mp Materials CORP | -0.2% | -23.33% | 減碼 |
| 40 | TXN | Texas Instruments Inc | -0.2% | -13.46% | 減碼 |
| 41 | T | At&t Inc | -0.2% | -11.90% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | — | 不變 |
| 43 | ABBV | Abbvie Inc | -0.3% | -0.70% | 減碼 |
| 44 | AAPL | Apple Inc | -0.4% | — | 不變 |
| 45 | INTC | Intel CORP | -0.5% | -34.79% | 減碼 |
| 46 | COST | Costco Wholesale CORP | -0.7% | -3.07% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.8% | -3.87% | 減碼 |
| 48 | DHR | Danaher CORP | -0.9% | — | 不變 |
| 49 | QS | Quantumscape CORP | -1.3% | -27.86% | 減碼 |
| 50 | PSKY | Paramount Skydance Cl B | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Guardian Investment Management 在 Q4 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 56 個公開持股部位。
在 Q4 2025 季度，Guardian Investment Management 按市值排列的前三大核心持股分別為：AAPL (16.7%)、BX (9.5%)、DHR (9.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 16.7% 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
PSKY
市值: US$31.7萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$535.8萬
在 Q4 2025 季度中，Guardian Investment Management 共進行了 36 項持倉異動，包含新建倉 1 個部位、加碼 7 個部位、減碼 28 個部位以及清倉 0 個部位。 其中最大新建倉標的為 PSKY。
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。