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: 0001409661
申報總市值
US$59.1億
US$59.1億
106 檔
21.8%
截至 Q4 2024 季度末，Guinness Asset Management LTD 的美股持倉估值約為 US$59.1億，全數申報部位共有 106 檔。
觀察 Q4 2024 的申報異動，Guinness Asset Management LTD 採取了強勁的買進策略，建倉與加碼動作（合計 29 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 BLK, AVGO, CSCO）占據了總市值的 21.8%，展現出該機構在 Q4 2024 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 | BLK | Blackrock Inc | 股票-金融 | 5.08% | -0.24% | — | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.97% | +0.55% | -14.43% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 4.94% | +1.57% | +5.24% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.66% | -0.04% | +5.22% | |
| 5 | CME | Cme Group Inc | 股票-金融 | 4.52% | -1.26% | +5.24% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.49% | -0.06% | +5.23% | |
| 7 | EMR | Emerson Electric Co | 股票-工業 | 4.48% | +0.05% | +5.23% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 4.39% | -0.30% | +6.01% | |
| 9 | PAYX | Paychex Inc | 股票-科技 | 4.35% | -0.04% | +5.24% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.08% | +0.30% | +5.22% | |
| 11 | ITW | Illinois Tool Works | 股票-工業 | 4.03% | -0.12% | +5.24% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.93% | -0.20% | +5.23% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.79% | -0.16% | +5.24% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.77% | -0.03% | +5.24% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 3.59% | +1.65% | +5.24% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.53% | -0.74% | +5.24% | |
| 17 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 3.44% | -0.26% | +5.24% | |
| 18 | OTIS | Otis Worldwide CORP | 股票-工業 | 3.39% | -0.45% | +5.24% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.42% | +0.38% | +8.58% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.08% | +9.92% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.04% | +9.92% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.88% | — | +9.92% | |
| 23 | AME | Ametek Inc | 股票-工業 | 0.86% | -0.01% | — | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | +0.01% | +9.92% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.10% | +9.92% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.81% | -0.32% | -15.50% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 0.81% | +0.24% | +9.92% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.02% | +9.92% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.80% | -0.53% | EXIT | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.80% | -0.21% | -9.88% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.09% | -5.68% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.77% | -0.19% | +9.92% | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | -0.09% | +23.83% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.70% | -0.08% | +21.86% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.70% | -0.59% | EXIT | |
| 36 | ROP | Roper Technologies Inc | 股票-科技 | 0.69% | -0.13% | +9.91% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.42% | +29.31% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.67% | +0.37% | +27.72% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.65% | +0.36% | — | |
| 40 | HUBB | Hubbell Inc | 股票-工業 | 0.47% | +0.01% | -33.35% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.46% | -0.03% | -24.14% | |
| 42 | ITRI | Itron Inc | 股票-科技 | 0.39% | -0.01% | -27.22% | |
| 43 | OC | Owens Corning | 股票-工業 | 0.36% | +0.05% | -27.40% | |
| 44 | ORA | Ormat Technologies Inc | 股票-公用事業 | 0.34% | -0.02% | -26.35% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.32% | -0.11% | -13.28% | |
| 46 | ON | On Semiconductor | 股票-科技 | 0.31% | — | -27.62% | |
| 47 | FSLR | First Solar Inc | 股票-科技 | 0.30% | +0.02% | -24.25% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.41% | EXIT | |
| 49 | IBP | Installed Building Products | 股票-循環性消費 | 0.27% | — | -24.19% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.26% | -0.10% | -13.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +5.1% | NEW | 新建倉 |
| 2 | AME | Ametek Inc | +0.9% | NEW | 新建倉 |
| 3 | EMR | Emerson Electric Co | +0.7% | +5.23% | 加碼 |
| 4 | CSCO | Cisco Systems Inc | +0.7% | +5.24% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.7% | NEW | 新建倉 |
| 6 | AVGO | Broadcom Inc | +0.6% | -14.43% | 減碼 |
| 7 | CME | Cme Group Inc | +0.4% | +5.24% | 加碼 |
| 8 | PAYX | Paychex Inc | +0.4% | +5.24% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +8.58% | 加碼 |
| 10 | AJG | Arthur J Gallagher & Co | +0.2% | +5.23% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +9.92% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | +9.92% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.92% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.2% | +9.92% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.1% | +6.01% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +9.92% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | +9.92% | 加碼 |
| 18 | APH | Amphenol Corp-cl A | +0.1% | +9.92% | 加碼 |
| 19 | INTU | Intuit Inc | +0.1% | +9.91% | 加碼 |
| 20 | CRM | Salesforce Inc | +0.1% | -9.88% | 減碼 |
| 21 | ADBE | Adobe Inc | +0.1% | +27.67% | 加碼 |
| 22 | ITW | Illinois Tool Works | 0% | +5.24% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | +5.23% | 加碼 |
| 24 | VLO | Valero Energy CORP | -0.1% | -13.10% | 減碼 |
| 25 | COP | Conocophillips | -0.1% | -13.10% | 減碼 |
| 26 | IMO | Imperial Oil LTD | -0.1% | -21.99% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -20.78% | 減碼 |
| 28 | THRM | Gentherm Inc | -0.1% | -30.00% | 減碼 |
| 29 | ENPH | Enphase Energy Inc | -0.2% | -21.30% | 減碼 |
| 30 | ITRI | Itron Inc | -0.2% | -27.22% | 減碼 |
| 31 | OC | Owens Corning | -0.2% | -27.40% | 減碼 |
| 32 | CSIQ | Canadian Solar Inc | -0.2% | -24.26% | 減碼 |
| 33 | AFL | Aflac Inc | -0.2% | +5.22% | 加碼 |
| 34 | ON | On Semiconductor | -0.2% | -27.62% | 減碼 |
| 35 | ORA | Ormat Technologies Inc | -0.2% | -26.35% | 減碼 |
| 36 | AMRC | Ameresco Inc-cl A | -0.2% | -24.19% | 減碼 |
| 37 | TXN | Texas Instruments Inc | -0.2% | +5.24% | 加碼 |
| 38 | IBP | Installed Building Products | -0.2% | -24.19% | 減碼 |
| 39 | ABBV | Abbvie Inc | -0.3% | +5.22% | 加碼 |
| 40 | OTIS | Otis Worldwide CORP | -0.3% | +5.24% | 加碼 |
| 41 | PEP | Pepsico Inc | -0.3% | +5.24% | 加碼 |
| 42 | HUBB | Hubbell Inc | -0.3% | -33.35% | 減碼 |
| 43 | FSLR | First Solar Inc | -0.3% | -24.25% | 減碼 |
| 44 | NEE | Nextera Energy Inc | -0.3% | -24.14% | 減碼 |
| 45 | JNJ | Johnson & Johnson | -0.3% | +5.24% | 加碼 |
| 46 | KO | Coca-cola Co/the | -0.4% | +5.24% | 加碼 |
| 47 | LRCXEUR | Lam Research CORP | -0.6% | EXIT | 清倉 |
| 48 | MDLZ | Mondelez International Inc-a | -0.6% | +5.24% | 加碼 |
| 49 | PYPL | Paypal Holdings Inc | -0.8% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -4.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Guinness Asset Management LTD 在 Q4 2024 季度的美股持倉總市值約為 US$59.1億，共申報了 106 個公開持股部位。
在 Q4 2024 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分別為：BLK (5.1%)、AVGO (5.0%)、CSCO (4.9%)。其中最大持股部位 BLK 佔據整體投資組合約 5.1% 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
BLK
市值: US$2.7億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$2.4億
在 Q4 2024 季度中，Guinness Asset Management LTD 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 26 個部位、減碼 18 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。