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。
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CIK: 0001409661
申報總市值
US$59.1億
US$59.1億
143 檔
20.9%
截至 Q1 2026 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 143 檔。
Q1 2026 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 65 筆增持與 54 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 JNJ, AVGO, ABBV）貢獻了組合市值的 20.9%，形成該機構在 Q1 2026 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 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.59% | -0.16% | -18.41% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.40% | +0.55% | -4.72% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.12% | +0.30% | -6.15% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.08% | -0.04% | -6.17% | |
| 5 | CME | Cme Group Inc | 股票-金融 | 4.07% | -1.26% | -19.15% | |
| 6 | MDT | Medtronic plc | 股票-醫療保健 | 4.05% | -0.64% | -4.91% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.30% | +14.76% | |
| 8 | EMR | Emerson Electric Co | 股票-工業 | 3.91% | +0.05% | -6.15% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 3.87% | +1.65% | -6.09% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.85% | -0.74% | -6.12% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 3.83% | +1.57% | -6.12% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.80% | -0.03% | -6.13% | |
| 13 | ETN | Eaton Corporation plc | 股票-工業 | 3.69% | +0.39% | -5.65% | |
| 14 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 3.45% | -0.26% | -6.16% | |
| 15 | ITW | Illinois Tool Works | 股票-工業 | 3.41% | -0.12% | -6.12% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.40% | -0.20% | -6.13% | |
| 17 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.36% | -0.06% | +11.96% | |
| 18 | BLK | Blackrock Inc | 股票-金融 | 3.27% | -0.24% | -6.10% | |
| 19 | PAYX | Paychex Inc | 股票-科技 | 3.12% | -0.04% | +13.98% | |
| 20 | OTIS | Otis Worldwide CORP | 股票-工業 | 3.12% | -0.45% | +10.72% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.27% | +0.38% | -22.32% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.94% | -0.32% | +33.41% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | +0.24% | -9.29% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 0.84% | -0.13% | +25.80% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.83% | -0.19% | -7.26% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.83% | +0.42% | -26.09% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.82% | — | +8.77% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.08% | +3.61% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.02% | +3.78% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.79% | -0.21% | +20.17% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.79% | -0.08% | +9.48% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.01% | +8.23% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.04% | -2.24% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | +0.10% | -8.64% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.76% | +0.36% | -39.76% | |
| 36 | AME | Ametek Inc | 股票-工業 | 0.76% | -0.01% | -18.05% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.75% | -0.09% | +2.27% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | +0.37% | -41.48% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.09% | -9.88% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.59% | EXIT | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.53% | -0.53% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.38% | -0.10% | +38.50% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.11% | +38.51% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.33% | -0.10% | +38.52% | |
| 46 | CNQ | Canadian Natural Resources | 股票-能源 | 0.30% | -0.10% | +38.52% | |
| 47 | SU | Suncor Energy Inc | 股票-能源 | 0.29% | -0.09% | +38.52% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.28% | -0.03% | +0.91% | |
| 49 | IMO | Imperial Oil LTD | 股票-能源 | 0.28% | -0.09% | +38.51% | |
| 50 | HUBB | Hubbell Inc | 股票-工業 | 0.27% | +0.01% | +0.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +0.4% | -5.65% | 減碼 |
| 2 | TXN | Texas Instruments Inc | +0.4% | -6.09% | 減碼 |
| 3 | NFLX | Netflix Inc | +0.3% | +33.41% | 加碼 |
| 4 | KO | Coca-cola Co/the | +0.3% | -6.13% | 減碼 |
| 5 | PEP | Pepsico Inc | +0.3% | -6.12% | 減碼 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +38.51% | 加碼 |
| 7 | VLO | Valero Energy CORP | +0.2% | +38.50% | 加碼 |
| 8 | ACM | Aecom | +0.2% | +70763.58% | 加碼 |
| 9 | CVX | Chevron CORP | +0.2% | +38.51% | 加碼 |
| 10 | COP | Conocophillips | +0.2% | +38.52% | 加碼 |
| 11 | SU | Suncor Energy Inc | +0.2% | +38.52% | 加碼 |
| 12 | CNQ | Canadian Natural Resources | +0.2% | +38.52% | 加碼 |
| 13 | IMO | Imperial Oil LTD | +0.2% | +38.51% | 加碼 |
| 14 | CVE | Cenovus Energy Inc | +0.2% | +38.53% | 加碼 |
| 15 | MDLZ | Mondelez International Inc-a | +0.2% | -6.16% | 減碼 |
| 16 | EOG | Eog Resources Inc | +0.1% | +38.51% | 加碼 |
| 17 | DVN | Devon Energy CORP | +0.1% | +38.52% | 加碼 |
| 18 | FANG | Diamondback Energy Inc | +0.1% | +38.51% | 加碼 |
| 19 | HAL | Halliburton Co | +0.1% | +38.52% | 加碼 |
| 20 | SLB | Slb LTD | +0.1% | +38.52% | 加碼 |
| 21 | ITW | Illinois Tool Works | +0.1% | -6.12% | 減碼 |
| 22 | OTIS | Otis Worldwide CORP | +0.1% | +10.72% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -18.41% | 減碼 |
| 24 | BKR | Baker Hughes Co | +0.1% | +38.52% | 加碼 |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | +38.53% | 加碼 |
| 26 | WMB | Williams Cos Inc | +0.1% | +38.51% | 加碼 |
| 27 | ENB | Enbridge Inc | +0.1% | +38.80% | 加碼 |
| 28 | TRP | Tc Energy CORP | +0.1% | +38.51% | 加碼 |
| 29 | NEE | Nextera Energy Inc | +0.1% | +0.91% | 加碼 |
| 30 | HUBB | Hubbell Inc | 0% | +0.88% | 加碼 |
| 31 | ROP | Roper Technologies Inc | 0% | +25.80% | 加碼 |
| 32 | HLX | Helix Energy Solutions Group | 0% | +38.52% | 加碼 |
| 33 | AMZN | Amazon.com Inc | 0% | +8.77% | 加碼 |
| 34 | TT | Trane Technologies plc | 0% | +0.91% | 加碼 |
| 35 | AAPL | Apple Inc | 0% | +3.78% | 加碼 |
| 36 | ST | Sensata Technologies Holding plc | 0% | +0.91% | 加碼 |
| 37 | ITRI | Itron Inc | 0% | +0.91% | 加碼 |
| 38 | NDAQ | Nasdaq Inc | 0% | +37.81% | 加碼 |
| 39 | CSL | Carlisle Cos Inc | 0% | +0.91% | 加碼 |
| 40 | ORA | Ormat Technologies Inc | 0% | +0.91% | 加碼 |
| 41 | ENPH | Enphase Energy Inc | — | +0.91% | 加碼 |
| 42 | OC | Owens Corning | — | +0.91% | 加碼 |
| 43 | STT | State Street CORP | — | -7.90% | 減碼 |
| 44 | AMG | Affiliated Managers Group | — | -6.79% | 減碼 |
| 45 | AMP | Ameriprise Financial Inc | — | -1.04% | 減碼 |
| 46 | IVZ | Invesco Ltd. | — | -1.07% | 減碼 |
| 47 | BAP | Credicorp Ltd. | — | — | 不變 |
| 48 | EQIX | Equinix Inc | — | +39.07% | 加碼 |
| 49 | APAM | Artisan Partners Asset Ma -a | — | -1.07% | 減碼 |
| 50 | WEC | Wec Energy Group Inc | — | +66.18% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guinness Asset Management LTD 在 Q1 2026 季度的美股持倉總市值約為 US$59.1億，共申報了 143 個公開持股部位。
在 Q1 2026 季度，Guinness Asset Management LTD 按市值排列的前三大核心持股分別為：JNJ (4.6%)、AVGO (4.4%)、ABBV (4.1%)。其中最大持股部位 JNJ 佔據整體投資組合約 4.6% 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
EW
市值: US$37.1萬
本季最大獲利了結 / 清倉標的
IBP
前期市值: US$1071.0萬
在 Q1 2026 季度中，Guinness Asset Management LTD 共進行了 119 項持倉異動，包含新建倉 2 個部位、加碼 63 個部位、減碼 49 個部位以及清倉 5 個部位。 其中最大新建倉標的為 EW。 本季清倉部位包含 IBP。
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。