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
103 檔
24.4%
Guinness Asset Management LTD 在 Q2 2025 季度的美股部位總計估值為 US$59.1億，分散於 103 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2025 申報觀察，Guinness Asset Management LTD 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AVGO, CSCO, CME）累計市值佔比達 24.4%，是驅動 Guinness Asset Management LTD 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.54% | +0.55% | +0.91% | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 5.45% | +1.57% | +714.26% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 5.05% | -1.26% | +1.48% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.91% | -0.30% | +0.84% | |
| 5 | BLK | Blackrock Inc | 股票-金融 | 4.90% | -0.24% | +1.48% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.76% | -0.06% | +1.48% | |
| 7 | EMR | Emerson Electric Co | 股票-工業 | 4.54% | +0.05% | +1.48% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 4.48% | -0.04% | +571.42% | |
| 9 | PAYX | Paychex Inc | 股票-科技 | 4.24% | -0.04% | +1.48% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 4.03% | -0.03% | +1.48% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.00% | +0.30% | +1.48% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.76% | -0.16% | +1.48% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 3.74% | +1.65% | +1.48% | |
| 14 | ITW | Illinois Tool Works | 股票-工業 | 3.70% | -0.12% | +1.48% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 3.66% | -0.26% | +1.48% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.52% | -0.20% | +1.48% | |
| 17 | OTIS | Otis Worldwide CORP | 股票-工業 | 3.41% | -0.45% | +1.48% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.89% | -0.74% | +1.48% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.59% | +0.38% | -0.74% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 1.28% | +0.24% | -15.07% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 1.07% | -0.32% | -12.81% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.04% | -2.01% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 0.98% | -0.53% | EXIT | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.09% | -2.01% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.94% | -0.08% | -2.01% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.94% | +0.42% | -2.01% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 0.93% | -0.19% | -2.01% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | +0.01% | -2.01% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 0.87% | +0.36% | -2.01% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | — | -2.01% | |
| 31 | AME | Ametek Inc | 股票-工業 | 0.85% | -0.01% | -2.01% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.10% | -2.01% | |
| 33 | ROP | Roper Technologies Inc | 股票-科技 | 0.74% | -0.13% | -1.05% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | +0.37% | -2.00% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | -0.09% | +14.37% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 0.64% | +0.02% | -2.01% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.21% | -2.01% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.60% | -0.59% | EXIT | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.54% | -0.08% | -2.01% | |
| 40 | HUBB | Hubbell Inc | 股票-工業 | 0.28% | +0.01% | -20.09% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.25% | -0.03% | -25.39% | |
| 42 | ITRI | Itron Inc | 股票-科技 | 0.23% | -0.01% | -28.19% | |
| 43 | ORA | Ormat Technologies Inc | 股票-公用事業 | 0.22% | -0.02% | -25.21% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.21% | -0.11% | -9.62% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | -0.41% | EXIT | |
| 46 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.18% | -0.03% | -9.85% | |
| 47 | IMO | Imperial Oil LTD | 股票-能源 | 0.17% | -0.09% | -9.88% | |
| 48 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.17% | +0.03% | -25.85% | |
| 49 | FSLR | First Solar Inc | 股票-科技 | 0.17% | +0.02% | -20.28% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.16% | -0.10% | -9.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +4.8% | +714.26% | 加碼 |
| 2 | AFL | Aflac Inc | +3.7% | +571.42% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.7% | +0.91% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +0.84% | 加碼 |
| 5 | EMR | Emerson Electric Co | +0.3% | +1.48% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.74% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | -2.01% | 減碼 |
| 8 | APH | Amphenol Corp-cl A | +0.1% | -15.07% | 減碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | -2.01% | 減碼 |
| 10 | KLAC | Kla CORP | +0.1% | -2.01% | 減碼 |
| 11 | NFLX | Netflix Inc | +0.1% | -12.81% | 減碼 |
| 12 | INTU | Intuit Inc | +0.1% | -2.01% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -2.01% | 減碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.00% | 減碼 |
| 15 | TXN | Texas Instruments Inc | 0% | +1.48% | 加碼 |
| 16 | AMZN | Amazon.com Inc | 0% | -2.01% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -2.01% | 減碼 |
| 18 | DHR | Danaher CORP | 0% | +14.37% | 加碼 |
| 19 | FANG | Diamondback Energy Inc | -0.1% | -9.85% | 減碼 |
| 20 | HAL | Halliburton Co | -0.1% | -9.85% | 減碼 |
| 21 | BKR | Baker Hughes Co | -0.1% | -9.84% | 減碼 |
| 22 | DVN | Devon Energy CORP | -0.1% | -9.86% | 減碼 |
| 23 | EOG | Eog Resources Inc | -0.1% | -9.84% | 減碼 |
| 24 | IBP | Installed Building Products | -0.1% | -20.47% | 減碼 |
| 25 | THRM | Gentherm Inc | -0.1% | EXIT | 清倉 |
| 26 | OC | Owens Corning | -0.1% | -20.46% | 減碼 |
| 27 | SLB | Slb LTD | -0.1% | -9.85% | 減碼 |
| 28 | ORA | Ormat Technologies Inc | -0.1% | -25.21% | 減碼 |
| 29 | ITRI | Itron Inc | -0.1% | -28.19% | 減碼 |
| 30 | COP | Conocophillips | -0.1% | -9.86% | 減碼 |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -9.90% | 減碼 |
| 32 | ENPH | Enphase Energy Inc | -0.1% | -26.55% | 減碼 |
| 33 | CVX | Chevron CORP | -0.1% | -9.62% | 減碼 |
| 34 | ICE | Intercontinental Exchange In | -0.1% | -2.01% | 減碼 |
| 35 | AME | Ametek Inc | -0.1% | -2.01% | 減碼 |
| 36 | NEE | Nextera Energy Inc | -0.2% | -25.39% | 減碼 |
| 37 | BLK | Blackrock Inc | -0.2% | +1.48% | 加碼 |
| 38 | ROP | Roper Technologies Inc | -0.2% | -1.05% | 減碼 |
| 39 | AAPL | Apple Inc | -0.2% | -2.01% | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.01% | 減碼 |
| 41 | CME | Cme Group Inc | -0.5% | +1.48% | 加碼 |
| 42 | ITW | Illinois Tool Works | -0.6% | +1.48% | 加碼 |
| 43 | MDLZ | Mondelez International Inc-a | -0.6% | +1.48% | 加碼 |
| 44 | OTIS | Otis Worldwide CORP | -0.7% | +1.48% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -0.8% | +1.48% | 加碼 |
| 46 | PEP | Pepsico Inc | -0.9% | +1.48% | 加碼 |
| 47 | JNJ | Johnson & Johnson | -0.9% | +1.48% | 加碼 |
| 48 | PAYX | Paychex Inc | -0.9% | +1.48% | 加碼 |
| 49 | AJG | Arthur J Gallagher & Co | -1.1% | +1.48% | 加碼 |
| 50 | ABBV | Abbvie Inc | -1.2% | +1.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guinness Asset Management LTD 在 Q2 2025 季度的美股持倉總市值約為 US$59.1億，共申報了 103 個公開持股部位。
在 Q2 2025 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分別為：AVGO (5.5%)、CSCO (5.5%)、CME (5.0%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.5% 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。
本季最大獲利了結 / 清倉標的
THRM
前期市值: US$325.4萬
在 Q2 2025 季度中，Guinness Asset Management LTD 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 18 個部位、減碼 31 個部位以及清倉 1 個部位。 本季清倉部位包含 THRM。
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。