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
146 檔
23.7%
在 Q4 2025 申報期間，Guinness Asset Management LTD（CIK: 0001409661）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$59.1億，共持有 146 個公開申報部位。
數據顯示 Guinness Asset Management LTD 於 Q4 2025 季度持續回收資金，對 35 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Guinness Asset Management LTD 的前 5 大核心持股（包含 AVGO, JNJ, CME 等）合計佔整體申報市值的 23.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
WMB
市值: US$663.4萬
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$3.3億
| # | 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 | 4.90% | +0.55% | -14.48% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.50% | -0.16% | -3.07% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 4.47% | -1.26% | -3.08% | |
| 4 | MDT | Medtronic plc | 股票-醫療保健 | 4.44% | -0.64% | -2.56% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.38% | +0.30% | -3.07% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.30% | -2.55% | |
| 7 | AFL | Aflac Inc | 股票-金融 | 4.09% | -0.04% | -3.03% | |
| 8 | EMR | Emerson Electric Co | 股票-工業 | 4.04% | +0.05% | -3.07% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 3.85% | +1.57% | -13.96% | |
| 10 | BLK | Blackrock Inc | 股票-金融 | 3.71% | -0.24% | -2.96% | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.58% | -0.74% | -3.06% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.51% | -0.03% | -3.07% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 3.50% | +1.65% | +21.87% | |
| 14 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.43% | -0.06% | -3.08% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.41% | -0.20% | -3.07% | |
| 16 | ITW | Illinois Tool Works | 股票-工業 | 3.31% | -0.12% | -3.07% | |
| 17 | ETN | Eaton Corporation plc | 股票-工業 | 3.30% | +0.39% | -3.22% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 3.30% | -0.26% | -3.12% | |
| 19 | PAYX | Paychex Inc | 股票-科技 | 3.18% | -0.04% | +5.58% | |
| 20 | OTIS | Otis Worldwide CORP | 股票-工業 | 3.02% | -0.45% | +10.81% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.36% | +0.38% | -13.08% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.05% | +0.24% | -16.09% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.98% | +0.36% | -17.53% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.37% | -0.03% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 0.91% | +0.42% | -12.46% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 0.88% | -0.19% | +18.97% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.88% | -0.21% | +34.51% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | +0.10% | -26.65% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.09% | +13.70% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.85% | -0.59% | EXIT | |
| 31 | AME | Ametek Inc | 股票-工業 | 0.85% | -0.01% | -0.03% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.84% | -0.08% | -0.03% | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 0.84% | -0.09% | -0.03% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.81% | -0.53% | EXIT | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.81% | -0.08% | -0.03% | |
| 36 | ROP | Roper Technologies Inc | 股票-科技 | 0.80% | -0.13% | +31.58% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.04% | -25.23% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.01% | -0.03% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.79% | — | -0.03% | |
| 40 | AAPL | Apple Inc | 股票-科技 | 0.78% | +0.02% | +0.06% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | -0.32% | +899.69% | |
| 42 | HUBB | Hubbell Inc | 股票-工業 | 0.23% | +0.01% | -8.68% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.23% | -0.03% | -5.53% | |
| 44 | FSLR | First Solar Inc | 股票-科技 | 0.22% | +0.02% | -5.53% | |
| 45 | TT | Trane Technologies plc | 股票-工業 | 0.21% | +0.03% | -2.47% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | -0.41% | EXIT | |
| 47 | ORA | Ormat Technologies Inc | 股票-公用事業 | 0.20% | -0.02% | -19.42% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.18% | -0.11% | +0.90% | |
| 49 | IBP | Installed Building Products | 股票-循環性消費 | 0.17% | — | -5.53% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.17% | -0.10% | -0.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments Inc | +0.6% | +21.87% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.5% | -3.07% | 減碼 |
| 3 | CRM | Salesforce Inc | +0.3% | +34.51% | 加碼 |
| 4 | ADBE | Adobe Inc | +0.3% | +46.83% | 加碼 |
| 5 | OTIS | Otis Worldwide CORP | +0.2% | +10.81% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | -0.03% | 減碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.03% | 減碼 |
| 8 | DHR | Danaher CORP | +0.2% | -0.03% | 減碼 |
| 9 | KO | Coca-cola Co/the | +0.2% | -3.07% | 減碼 |
| 10 | ROP | Roper Technologies Inc | +0.1% | +31.58% | 加碼 |
| 11 | ICE | Intercontinental Exchange In | +0.1% | +18.97% | 加碼 |
| 12 | AME | Ametek Inc | +0.1% | -0.03% | 減碼 |
| 13 | EMR | Emerson Electric Co | +0.1% | -3.07% | 減碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | -17.53% | 減碼 |
| 15 | INTU | Intuit Inc | +0.1% | +11.90% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | +0.06% | 加碼 |
| 17 | CSIQ | Canadian Solar Inc | +0.1% | -12.09% | 減碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.03% | 減碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -0.03% | 減碼 |
| 20 | MDT | Medtronic plc | +0.1% | -2.56% | 減碼 |
| 21 | CME | Cme Group Inc | 0% | -3.08% | 減碼 |
| 22 | PEP | Pepsico Inc | 0% | -3.06% | 減碼 |
| 23 | KLAC | Kla CORP | 0% | -12.46% | 減碼 |
| 24 | DVN | Devon Energy CORP | 0% | +27.82% | 加碼 |
| 25 | HAL | Halliburton Co | 0% | +16.24% | 加碼 |
| 26 | FSLR | First Solar Inc | 0% | -5.53% | 減碼 |
| 27 | FANG | Diamondback Energy Inc | 0% | +12.04% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | 0% | -13.96% | 減碼 |
| 29 | APTV | Aptiv PLC | 0% | -3.03% | 減碼 |
| 30 | BKR | Baker Hughes Co | 0% | -10.84% | 減碼 |
| 31 | SU | Suncor Energy Inc | 0% | -18.00% | 減碼 |
| 32 | AMRC | Ameresco Inc-cl A | 0% | -6.63% | 減碼 |
| 33 | APH | Amphenol Corp-cl A | 0% | -16.09% | 減碼 |
| 34 | IMO | Imperial Oil LTD | 0% | -10.28% | 減碼 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -26.65% | 減碼 |
| 36 | ITRI | Itron Inc | 0% | +3.56% | 加碼 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -13.08% | 減碼 |
| 38 | AFL | Aflac Inc | -0.1% | -3.03% | 減碼 |
| 39 | PAYX | Paychex Inc | -0.2% | +5.58% | 加碼 |
| 40 | NFLX | Netflix Inc | -0.2% | +899.69% | 加碼 |
| 41 | ITW | Illinois Tool Works | -0.2% | -3.07% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.2% | -25.23% | 減碼 |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -3.07% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | -2.55% | 減碼 |
| 45 | BLK | Blackrock Inc | -0.4% | -2.96% | 減碼 |
| 46 | AVGO | Broadcom Inc | -0.4% | -14.48% | 減碼 |
| 47 | MDLZ | Mondelez International Inc-a | -0.5% | -3.12% | 減碼 |
| 48 | ETN | Eaton Corporation plc | -0.5% | -3.22% | 減碼 |
| 49 | AJG | Arthur J Gallagher & Co | -0.6% | -3.08% | 減碼 |
| 50 | WMB | Williams Cos Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Guinness Asset Management LTD 在 Q4 2025 季度的美股持倉總市值約為 US$59.1億，共申報了 146 個公開持股部位。
在 Q4 2025 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分別為：AVGO (4.9%)、JNJ (4.5%)、CME (4.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.9% 的權重。
在 Q4 2025 季度中，Guinness Asset Management LTD 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 14 個部位、減碼 35 個部位以及清倉 0 個部位。 其中最大新建倉標的為 WMB。
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。
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。
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。