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
127 檔
24.4%
Q3 2025 季度申報顯示，Guinness Asset Management LTD 揭露的美股組合總市值為 US$59.1億，涵蓋 127 個不同之權益投資部位。
Q3 2025 的申報記錄反映 Guinness Asset Management LTD 的板塊替換策略：機構本季推動了 24 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
整體而言，Guinness Asset Management LTD 的前 5 大持股（包含 AVGO, MSFT, CME）貢獻了組合市值的 24.4%，形成該機構在 Q3 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 | AVGO | Broadcom Inc | 股票-科技 | 5.30% | +0.55% | -9.73% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.50% | -0.30% | -0.44% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 4.43% | -1.26% | -0.06% | |
| 4 | MDT | Medtronic plc | 股票-醫療保健 | 4.39% | -0.64% | — | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.30% | +0.30% | +0.35% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 4.21% | -0.04% | +0.02% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 4.07% | -0.24% | -16.68% | |
| 8 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.05% | -0.06% | -0.00% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.00% | -0.16% | +0.44% | |
| 10 | EMR | Emerson Electric Co | 股票-工業 | 3.93% | +0.05% | +0.33% | |
| 11 | ETN | Eaton Corporation plc | 股票-工業 | 3.84% | +0.39% | — | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 3.84% | +1.57% | -18.95% | |
| 13 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 3.81% | -0.26% | +25.88% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.68% | -0.20% | +22.09% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.54% | -0.74% | +29.71% | |
| 16 | ITW | Illinois Tool Works | 股票-工業 | 3.49% | -0.12% | +0.42% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.36% | -0.03% | +0.34% | |
| 18 | PAYX | Paychex Inc | 股票-科技 | 3.35% | -0.04% | +0.33% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 2.95% | +1.65% | +0.53% | |
| 20 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.78% | -0.45% | -0.67% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.41% | +0.38% | -17.03% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.08% | +0.24% | -22.48% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.04% | -3.48% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.10% | -4.60% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.88% | +0.36% | -15.14% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.87% | +0.42% | -12.10% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | -0.09% | -4.60% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.82% | -0.32% | -4.60% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.81% | -0.08% | -4.60% | |
| 30 | ICE | Intercontinental Exchange In | 股票-金融 | 0.75% | -0.19% | +0.03% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.01% | -4.60% | |
| 32 | AME | Ametek Inc | 股票-工業 | 0.74% | -0.01% | -4.60% | |
| 33 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.74% | — | -4.60% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.73% | -0.53% | EXIT | |
| 35 | AAPL | Apple Inc | 股票-科技 | 0.72% | +0.02% | +1.63% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.70% | +0.37% | -4.56% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.66% | -0.13% | +13.63% | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 0.66% | -0.09% | +13.68% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.63% | -0.08% | +14.76% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.21% | +16.03% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.58% | -0.59% | EXIT | |
| 42 | HUBB | Hubbell Inc | 股票-工業 | 0.24% | +0.01% | -8.44% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.22% | -0.03% | -8.42% | |
| 44 | TT | Trane Technologies plc | 股票-工業 | 0.22% | +0.03% | — | |
| 45 | ORA | Ormat Technologies Inc | 股票-公用事業 | 0.20% | -0.02% | -8.42% | |
| 46 | APTV | Aptiv PLC | 股票-循環性消費 | 0.19% | -0.02% | — | |
| 47 | FSLR | First Solar Inc | 股票-科技 | 0.19% | +0.02% | -8.42% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.41% | EXIT | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.18% | -0.11% | -11.27% | |
| 50 | ITRI | Itron Inc | 股票-科技 | 0.18% | -0.01% | -8.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | +3.4% | +0.02% | 加碼 |
| 2 | CSCO | Cisco Systems Inc | +3.2% | -18.95% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.4% | -9.73% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.2% | -0.44% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.2% | -3.48% | 減碼 |
| 6 | LRCX | Lam Research CORP | +0.1% | -15.14% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.60% | 減碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -17.03% | 減碼 |
| 9 | AMRC | Ameresco Inc-cl A | 0% | -18.12% | 減碼 |
| 10 | KLAC | Kla CORP | 0% | -12.10% | 減碼 |
| 11 | AMAT | Applied Materials Inc | 0% | -4.56% | 減碼 |
| 12 | FSLR | First Solar Inc | — | -8.42% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | -0.1% | -4.60% | 減碼 |
| 14 | DHR | Danaher CORP | -0.1% | +13.68% | 加碼 |
| 15 | APH | Amphenol Corp-cl A | -0.1% | -22.48% | 減碼 |
| 16 | CSL | Carlisle Cos Inc | -0.1% | -8.41% | 減碼 |
| 17 | ENPH | Enphase Energy Inc | -0.1% | -8.41% | 減碼 |
| 18 | OC | Owens Corning | -0.1% | -8.42% | 減碼 |
| 19 | AAPL | Apple Inc | -0.1% | +1.63% | 減碼 |
| 20 | KMI | Kinder Morgan, Inc. | -0.1% | -29.78% | 減碼 |
| 21 | XOM | Exxon Mobil CORP | -0.1% | -5.17% | 減碼 |
| 22 | ITRI | Itron Inc | -0.1% | -8.42% | 減碼 |
| 23 | CVX | Chevron CORP | -0.1% | -11.27% | 減碼 |
| 24 | AMZN | Amazon.com Inc | -0.2% | -4.60% | 減碼 |
| 25 | NFLX | Netflix Inc | -0.2% | -4.60% | 減碼 |
| 26 | NEE | Nextera Energy Inc | -0.2% | -8.42% | 減碼 |
| 27 | INTU | Intuit Inc | -0.2% | -4.60% | 減碼 |
| 28 | PEP | Pepsico Inc | -0.2% | +29.71% | 加碼 |
| 29 | V | Visa Inc-class A Shares | -0.3% | -4.60% | 減碼 |
| 30 | EMR | Emerson Electric Co | -0.3% | +0.33% | 加碼 |
| 31 | MDLZ | Mondelez International Inc-a | -0.4% | +25.88% | 加碼 |
| 32 | PG | Procter & Gamble Co/the | -0.6% | +22.09% | 加碼 |
| 33 | JNJ | Johnson & Johnson | -0.7% | +0.44% | 加碼 |
| 34 | ITW | Illinois Tool Works | -0.8% | +0.42% | 加碼 |
| 35 | TXN | Texas Instruments Inc | -0.8% | +0.53% | 加碼 |
| 36 | ABBV | Abbvie Inc | -0.9% | +0.35% | 加碼 |
| 37 | BLK | Blackrock Inc | -1% | -16.68% | 減碼 |
| 38 | CME | Cme Group Inc | -1.1% | -0.06% | 加碼 |
| 39 | OTIS | Otis Worldwide CORP | -1.3% | -0.67% | 加碼 |
| 40 | KO | Coca-cola Co/the | -1.3% | +0.34% | 加碼 |
| 41 | PAYX | Paychex Inc | -1.8% | +0.33% | 加碼 |
| 42 | AJG | Arthur J Gallagher & Co | -1.8% | -0.00% | 加碼 |
| 43 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 44 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 45 | TT | Trane Technologies plc | — | NEW | 新建倉 |
| 46 | APTV | Aptiv PLC | — | NEW | 新建倉 |
| 47 | NXPI | NXP Semiconductors N.V. | — | NEW | 新建倉 |
| 48 | ST | Sensata Technologies Holding plc | — | NEW | 新建倉 |
| 49 | TRP | Tc Energy CORP | — | NEW | 新建倉 |
| 50 | THRM | Gentherm Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Guinness Asset Management LTD 在 Q3 2025 季度的美股持倉總市值約為 US$59.1億，共申報了 127 個公開持股部位。
在 Q3 2025 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分別為：AVGO (5.3%)、MSFT (4.5%)、CME (4.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.3% 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
MDT
市值: US$2.8億
本季最大獲利了結 / 清倉標的
THRM
前期市值: US$325.4萬
在 Q3 2025 季度中，Guinness Asset Management LTD 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 17 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MDT。 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。