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: 0001884799
申報總市值
US$11.1億
US$11.1億
174 檔
21.4%
在 Q2 2025 申報期間，Guardian Partners Inc.（CIK: 0001884799）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$11.1億，共持有 174 個公開申報部位。
在 Q2 2025 期間，Guardian Partners Inc. 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
在資產配置集中度方面，Guardian Partners Inc. 的前 5 大核心持股（包含 RY, TD, KBWB 等）合計佔整體申報市值的 21.4%，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 | RY | Royal Bank Of Canada | 股票-金融 | 5.69% | +1.02% | -1.08% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 4.44% | +1.20% | -0.94% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 4.00% | -0.43% | +839.16% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.74% | — | +576.57% | |
| 5 | BMO | Bank Of Montreal | 股票-金融 | 3.50% | +0.68% | -1.91% | |
| 6 | ENB | Enbridge Inc | 股票-能源 | 3.08% | -0.48% | +0.84% | |
| 7 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.97% | +0.62% | -4.91% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.26% | -1.38% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | +0.15% | -2.13% | |
| 10 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.23% | +0.38% | +0.70% | |
| 11 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.05% | +0.54% | -3.33% | |
| 12 | NTR | Nutrien LTD | 股票-原物料 | 1.93% | -0.70% | +3.70% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.11% | +4.82% | |
| 14 | EMR | Emerson Electric Co | 股票-工業 | 1.65% | -0.03% | +0.64% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.64% | +0.02% | +4.41% | |
| 16 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.59% | +0.07% | -0.73% | |
| 17 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 1.51% | +0.06% | -0.73% | |
| 18 | CNQ | Canadian Natural Resources | 股票-能源 | 1.44% | -0.75% | -6.55% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.41% | -0.26% | +0.66% | |
| 20 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.32% | -0.09% | -2.96% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.09% | -0.21% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 1.30% | -0.18% | -0.98% | |
| 23 | FTS | Fortis Inc | 股票-公用事業 | 1.28% | +0.06% | +1.62% | |
| 24 | TU | Telus CORP | 股票-其他 | 1.24% | -0.13% | +0.12% | |
| 25 | IMO | Imperial Oil LTD | 股票-能源 | 1.17% | -0.26% | +0.22% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 1.16% | -0.32% | -3.63% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.14% | — | +0.57% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.10% | -0.17% | -1.85% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | -0.17% | +0.44% | |
| 30 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 1.06% | -0.14% | -2.07% | |
| 31 | RCI | Rogers Communications Inc-b | 股票-其他 | 1.03% | -0.19% | +17.23% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | -0.01% | +16.44% | |
| 33 | SU | Suncor Energy Inc | 股票-能源 | 0.96% | -0.49% | +0.75% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.37% | -0.47% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.85% | -0.12% | -1.54% | |
| 36 | SLF | Sun Life Financial Inc | 股票-金融 | 0.84% | +0.15% | -6.61% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.82% | +0.01% | +1.41% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.25% | +3.66% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.80% | +0.40% | +1.45% | |
| 40 | SNY | Sanofi-adr | 股票-醫療保健 | 0.80% | -0.12% | -0.95% | |
| 41 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.79% | -0.20% | +0.59% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.79% | +0.14% | -0.14% | |
| 43 | MGA | Magna International Inc | 股票-循環性消費 | 0.77% | +0.22% | +6.96% | |
| 44 | TRP | Tc Energy CORP | 股票-能源 | 0.74% | — | -1.01% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.74% | -0.12% | +0.98% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | -0.07% | -17.95% | |
| 47 | EMA | Emera Inc | 股票-其他 | 0.73% | -0.04% | — | |
| 48 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.71% | — | -2.05% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.69% | — | -16.62% | |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.69% | -0.06% | -2.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KBWB | Invesco Kbw Bank ETF | +3.6% | +839.16% | 加碼 |
| 2 | VUG | Vanguard Growth ETF | +3.2% | +576.57% | 加碼 |
| 3 | EMA | Emera Inc | +0.7% | NEW | 新建倉 |
| 4 | COPX | Global X Copper Miners ETF | +0.6% | +785.08% | 加碼 |
| 5 | XHB | Ss Spdr S&p Homebldrs ETF | +0.5% | +1683.34% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.4% | -1.38% | 減碼 |
| 7 | SIL | Global X Silver Miners ETF | +0.3% | NEW | 新建倉 |
| 8 | TD | Toronto-dominion Bank | +0.3% | -0.94% | 減碼 |
| 9 | EMR | Emerson Electric Co | +0.3% | +0.64% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.3% | -1.54% | 減碼 |
| 11 | RCI | Rogers Communications Inc-b | +0.3% | +17.23% | 加碼 |
| 12 | BMO | Bank Of Montreal | +0.2% | -1.91% | 減碼 |
| 13 | BN | Brookfield CORP | +0.2% | +4.41% | 加碼 |
| 14 | ABCL | Abcellera Biologics Inc | +0.2% | — | 不變 |
| 15 | NTR | Nutrien LTD | +0.2% | +3.70% | 加碼 |
| 16 | TXN | Texas Instruments Inc | +0.2% | +1.45% | 加碼 |
| 17 | TQQQ | ProShares UltraPro QQQ | +0.2% | NEW | 新建倉 |
| 18 | BLK | Blackrock Inc | +0.2% | +430.03% | 加碼 |
| 19 | MGA | Magna International Inc | +0.1% | +6.96% | 加碼 |
| 20 | ILMN | Illumina Inc | +0.1% | NEW | 新建倉 |
| 21 | CM | Can Imperial Bk Of Commerce | +0.1% | -3.33% | 減碼 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +59.78% | 加碼 |
| 23 | VST | Vistra CORP | +0.1% | NEW | 新建倉 |
| 24 | NKE | Nike Inc -cl B | +0.1% | +9.52% | 加碼 |
| 25 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 26 | IMO | Imperial Oil LTD | +0.1% | +0.22% | 加碼 |
| 27 | CCJ | Cameco CORP | +0.1% | -1.00% | 減碼 |
| 28 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | 新建倉 |
| 29 | DIS | Walt Disney Co/the | +0.1% | +1.32% | 加碼 |
| 30 | NVDA | Nvidia CORP | +0.1% | +3.98% | 加碼 |
| 31 | UBER | Uber Technologies Inc | +0.1% | +20.31% | 加碼 |
| 32 | RTX | Rtx CORP | +0.1% | +0.98% | 加碼 |
| 33 | AMZN | Amazon.com Inc | +0.1% | +9.62% | 加碼 |
| 34 | TEM | Tempus Ai Inc-cl A | +0.1% | NEW | 新建倉 |
| 35 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | 新建倉 |
| 36 | AXP | American Express Co | 0% | -0.14% | 減碼 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -17.95% | 減碼 |
| 38 | INTU | Intuit Inc | 0% | +1.76% | 加碼 |
| 39 | FCX | Freeport-mcmoran Inc | 0% | +2.03% | 加碼 |
| 40 | AVGO | Broadcom Inc | 0% | -1.34% | 減碼 |
| 41 | ACN | Accenture plc | 0% | +138.58% | 加碼 |
| 42 | RY | Royal Bank Of Canada | 0% | -1.08% | 減碼 |
| 43 | ING | Ing Groep N.v.-sponsored Adr | 0% | -0.73% | 減碼 |
| 44 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.57% | 加碼 |
| 45 | WFC | Wells Fargo & Co | 0% | +2.62% | 加碼 |
| 46 | NDAQ | Nasdaq Inc | 0% | +0.50% | 加碼 |
| 47 | CEF | Sprott Physical Gold And Sil | 0% | +20.00% | 加碼 |
| 48 | MP | Mp Materials CORP | 0% | +0.58% | 加碼 |
| 49 | ✓ | On Holding AG | 0% | +15.90% | 加碼 |
| 50 | COST | Costco Wholesale CORP | 0% | +16.44% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guardian Partners Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$11.1億，共申報了 174 個公開持股部位。
在 Q2 2025 季度，Guardian Partners Inc. 按市值排列的前三大核心持股分別為：RY (5.7%)、TD (4.4%)、KBWB (4.0%)。其中最大持股部位 RY 佔據整體投資組合約 5.7% 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
EMA
市值: US$813.9萬
本季最大獲利了結 / 清倉標的
XLE
前期市值: US$479.2萬
在 Q2 2025 季度中，Guardian Partners Inc. 共進行了 159 項持倉異動，包含新建倉 10 個部位、加碼 68 個部位、減碼 76 個部位以及清倉 5 個部位。 其中最大新建倉標的為 EMA。 本季清倉部位包含 XLE。
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。