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
179 檔
22.6%
根據最新整理的 13F 季度數據集，Guardian Partners Inc. 於 Q3 2025 結束時的管理資產規模為 US$11.1億。該機構在本季度申報了 179 檔美股持倉，呈現出該時期的主要投資地圖。
Guardian Partners Inc. 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 20 個全新部位及加碼 62 檔持股的同時，亦同步清倉 10 檔並減碼 84 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 RY, TD, KBWB）占據了總市值的 22.6%，展現出該機構在 Q3 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 | RY | Royal Bank Of Canada | 股票-金融 | 5.91% | +1.02% | -0.68% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 4.48% | +1.20% | -1.13% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 3.79% | -0.43% | -4.48% | |
| 4 | BMO | Bank Of Montreal | 股票-金融 | 3.75% | +0.68% | -1.31% | |
| 5 | ENB | Enbridge Inc | 股票-能源 | 3.27% | -0.48% | -0.18% | |
| 6 | BNS | Bank Of Nova Scotia | 股票-金融 | 3.22% | +0.62% | -2.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.26% | -0.17% | |
| 8 | RING | Ishares Msci Global Gold Min | ETF-避險與商品 | 2.60% | -0.28% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | +0.15% | -0.21% | |
| 10 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.09% | +0.54% | -2.16% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.00% | +0.11% | -0.17% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.92% | — | -49.89% | |
| 13 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.91% | +0.38% | +0.77% | |
| 14 | BN | Brookfield CORP | 股票-金融 | 1.69% | +0.02% | +0.56% | |
| 15 | NTR | Nutrien LTD | 股票-原物料 | 1.65% | -0.70% | +0.06% | |
| 16 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 1.57% | +0.06% | -1.72% | |
| 17 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.46% | +0.07% | -1.78% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.46% | -0.03% | -0.16% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | -0.09% | -1.87% | |
| 20 | EWJV | Ishares Msci Japan Value ETF | ETF-其他 | 1.40% | — | +933.39% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.36% | -0.26% | -0.01% | |
| 22 | CNQ | Canadian Natural Resources | 股票-能源 | 1.30% | -0.75% | -3.18% | |
| 23 | FTS | Fortis Inc | 股票-公用事業 | 1.28% | +0.06% | -0.89% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事業 | 1.28% | -0.18% | -0.51% | |
| 25 | IMO | Imperial Oil LTD | 股票-能源 | 1.22% | -0.26% | -1.61% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 1.10% | -0.32% | -4.27% | |
| 27 | RCI | Rogers Communications Inc-b | 股票-其他 | 1.09% | -0.19% | +3.86% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | +0.25% | +1.93% | |
| 29 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.07% | -0.09% | -0.86% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.17% | +0.85% | |
| 31 | TU | Telus CORP | 股票-其他 | 1.06% | -0.13% | -4.96% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.05% | -0.17% | -2.82% | |
| 33 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 1.02% | -0.14% | -0.74% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.98% | -0.12% | -0.75% | |
| 35 | SU | Suncor Energy Inc | 股票-能源 | 0.93% | -0.49% | -1.92% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.91% | -0.01% | +0.88% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.37% | +1.38% | |
| 38 | ABCL | Abcellera Biologics Inc | 股票-其他 | 0.90% | -0.10% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.85% | -0.07% | -1.61% | |
| 40 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.84% | -0.20% | +2.36% | |
| 41 | MGA | Magna International Inc | 股票-循環性消費 | 0.82% | +0.22% | +0.47% | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.81% | — | -29.33% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.80% | -0.12% | +0.28% | |
| 44 | TRP | Tc Energy CORP | 股票-能源 | 0.78% | — | -3.44% | |
| 45 | SNY | Sanofi-adr | 股票-醫療保健 | 0.77% | -0.12% | +0.38% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.76% | +0.14% | -1.19% | |
| 47 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.75% | -0.06% | +0.38% | |
| 48 | SLF | Sun Life Financial Inc | 股票-金融 | 0.75% | +0.15% | -2.87% | |
| 49 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.74% | — | -5.58% | |
| 50 | EMA | Emera Inc | 股票-其他 | 0.72% | -0.04% | -0.36% |
| # | 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 | +3.4% | -4.48% | 加碼 |
| 2 | VUG | Vanguard Growth ETF | +1.4% | -49.89% | 加碼 |
| 3 | RING | Ishares Msci Global Gold Min | +1.1% | +913.82% | 加碼 |
| 4 | COPX | Global X Copper Miners ETF | +0.7% | -5.58% | 加碼 |
| 5 | BMO | Bank Of Montreal | +0.5% | -1.31% | 減碼 |
| 6 | ABCL | Abcellera Biologics Inc | +0.4% | — | 不變 |
| 7 | ORCL | Oracle CORP | +0.4% | -0.75% | 減碼 |
| 8 | TD | Toronto-dominion Bank | +0.4% | -1.13% | 減碼 |
| 9 | RCI | Rogers Communications Inc-b | +0.3% | +3.86% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.3% | -0.17% | 減碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.93% | 加碼 |
| 12 | BN | Brookfield CORP | +0.3% | +0.56% | 加碼 |
| 13 | RY | Royal Bank Of Canada | +0.3% | -0.68% | 減碼 |
| 14 | MGA | Magna International Inc | +0.2% | +0.47% | 加碼 |
| 15 | BNS | Bank Of Nova Scotia | +0.2% | -2.18% | 減碼 |
| 16 | CM | Can Imperial Bk Of Commerce | +0.2% | -2.16% | 減碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.61% | 減碼 |
| 18 | BLK | Blackrock Inc | +0.2% | +0.28% | 加碼 |
| 19 | OTEX | Open Text CORP | +0.1% | +2.24% | 加碼 |
| 20 | AAPL | Apple Inc | +0.1% | -0.17% | 加碼 |
| 21 | IMO | Imperial Oil LTD | +0.1% | -1.61% | 減碼 |
| 22 | RTX | Rtx CORP | +0.1% | +0.28% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | +13.08% | 加碼 |
| 24 | EMR | Emerson Electric Co | +0.1% | -0.16% | 加碼 |
| 25 | NKE | Nike Inc -cl B | +0.1% | +8.43% | 加碼 |
| 26 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | -1.72% | 減碼 |
| 27 | MP | Mp Materials CORP | +0.1% | -37.01% | 減碼 |
| 28 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.19% | 減碼 |
| 29 | CEF | Sprott Physical Gold And Sil | +0.1% | +5.20% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -0.21% | 減碼 |
| 31 | AVGO | Broadcom Inc | +0.1% | -5.40% | 減碼 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | -2.57% | 減碼 |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | -27.21% | 加碼 |
| 34 | GLW | Corning Inc | +0.1% | -1.20% | 減碼 |
| 35 | CCJ | Cameco CORP | 0% | -18.55% | 減碼 |
| 36 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +0.38% | 減碼 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.13% | 加碼 |
| 38 | WPM | Wheaton Precious Metals CORP | 0% | +28.21% | 加碼 |
| 39 | HD | Home Depot Inc | 0% | +186.06% | 加碼 |
| 40 | TAC | Transalta CORP | 0% | -2.60% | 減碼 |
| 41 | TXN | Texas Instruments Inc | 0% | +5.11% | 加碼 |
| 42 | DIS | Walt Disney Co/the | 0% | +0.60% | 加碼 |
| 43 | UBER | Uber Technologies Inc | 0% | -12.91% | 加碼 |
| 44 | SHOP | Shopify Inc - Class A | 0% | -19.80% | 減碼 |
| 45 | ✓ | On Holding AG | 0% | +28.13% | 加碼 |
| 46 | XMMO | Invesco S&p Midcap Momentum | 0% | — | 加碼 |
| 47 | IBIT | Ishares Bitcoin Trust ETF | 0% | +5.20% | 加碼 |
| 48 | META | Meta Platforms Inc-class A | 0% | +18.56% | 加碼 |
| 49 | AXP | American Express Co | 0% | -1.19% | 減碼 |
| 50 | BHP | Bhp Group Ltd-spon Adr | 0% | +12.26% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guardian Partners Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$11.1億，共申報了 179 個公開持股部位。
在 Q3 2025 季度，Guardian Partners Inc. 按市值排列的前三大核心持股分別為：RY (5.9%)、TD (4.5%)、KBWB (3.8%)。其中最大持股部位 RY 佔據整體投資組合約 5.9% 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$847.0萬
本季最大獲利了結 / 清倉標的
DXJ
前期市值: US$534.3萬
在 Q3 2025 季度中，Guardian Partners Inc. 共進行了 176 項持倉異動，包含新建倉 20 個部位、加碼 62 個部位、減碼 84 個部位以及清倉 10 個部位。 其中最大新建倉標的為 EMA。 本季清倉部位包含 DXJ。
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。