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: 0001409765
申報總市值
US$2.2億
US$2.2億
123 檔
17.1%
截至 Q1 2026 季度末，Guinness Atkinson Asset Management Inc 的美股持倉估值約為 US$2.2億，全數申報部位共有 123 檔。
觀察 Q1 2026 的申報異動，Guinness Atkinson Asset Management Inc 採取了強勁的買進策略，建倉與加碼動作（合計 43 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。
整體而言，Guinness Atkinson Asset Management Inc 的前 5 大持股（包含 AVGO, TSM, NFLX）貢獻了組合市值的 17.1%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.41% | +0.37% | +9.16% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.34% | +1.17% | -16.41% | |
| 3 | NFLX | Netflix Inc | 股票-通訊服務 | 3.62% | -1.26% | +38.96% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | -0.41% | +27.93% | |
| 5 | MDT | Medtronic plc | 股票-醫療保健 | 3.31% | -0.49% | +3.60% | |
| 6 | APH | Amphenol Corp-cl A | 股票-科技 | 3.30% | +0.65% | -6.54% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 3.21% | -0.51% | +31.60% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | +0.02% | +13.58% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 3.08% | +0.03% | +1.31% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 3.07% | -0.76% | -4.35% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 3.06% | -0.29% | +7.96% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 3.04% | +1.42% | -22.71% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 3.03% | -0.79% | +25.81% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.03% | -0.31% | +14.26% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 3.03% | +1.52% | -38.53% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 3.01% | — | +12.99% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.95% | +0.27% | -5.41% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.01% | +7.21% | |
| 19 | AME | Ametek Inc | 股票-工業 | 2.91% | -0.02% | -12.64% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 2.87% | -0.33% | +5.19% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 2.78% | +1.20% | -36.74% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.74% | -0.37% | -5.95% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 2.27% | -2.27% | EXIT | |
| 24 | INTU | Intuit Inc | 股票-科技 | 2.02% | -2.02% | EXIT | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 1.22% | -0.05% | -2.96% | |
| 26 | NTES | Netease Inc-adr | 股票-通訊服務 | 1.17% | +0.22% | +31.65% | |
| 27 | AFL | Aflac Inc | 股票-金融 | 1.12% | -0.01% | +18.81% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | -0.03% | +93.30% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.08% | -31.29% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | -0.02% | -5.98% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.16% | -13.54% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | -0.06% | -6.00% | |
| 33 | PAYX | Paychex Inc | 股票-科技 | 0.57% | -0.06% | +66.76% | |
| 34 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 0.57% | -0.05% | — | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.57% | -0.10% | +5.45% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.56% | -0.06% | +54.22% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.15% | -5.99% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.15% | -5.97% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.55% | -0.17% | — | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.55% | -0.21% | -18.09% | |
| 41 | HUBB | Hubbell Inc | 股票-工業 | 0.53% | -0.12% | — | |
| 42 | ITW | Illinois Tool Works | 股票-工業 | 0.52% | -0.07% | -5.94% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.08% | +9.98% | |
| 44 | BLK | Blackrock Inc | 股票-金融 | 0.50% | -0.08% | -6.10% | |
| 45 | EMR | Emerson Electric Co | 股票-工業 | 0.50% | -0.04% | -10.80% | |
| 46 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.49% | -0.11% | +13.52% | |
| 47 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.48% | -0.11% | — | |
| 48 | TT | Trane Technologies plc | 股票-工業 | 0.46% | -0.06% | — | |
| 49 | ST | Sensata Technologies Holding plc | 股票-科技 | 0.44% | +0.03% | — | |
| 50 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.43% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.2% | +38.96% | 加碼 |
| 2 | ROP | Roper Technologies Inc | +0.3% | +31.60% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.2% | +13.58% | 加碼 |
| 4 | AFL | Aflac Inc | +0.2% | +18.81% | 加碼 |
| 5 | QCOM | Qualcomm Inc | +0.2% | +93.30% | 加碼 |
| 6 | PAYX | Paychex Inc | +0.2% | +66.76% | 加碼 |
| 7 | VLO | Valero Energy CORP | +0.2% | +8.13% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +8.12% | 加碼 |
| 9 | ETN | Eaton Corporation plc | +0.2% | -2.96% | 減碼 |
| 10 | AAPL | Apple Inc | +0.2% | +7.21% | 加碼 |
| 11 | CVX | Chevron CORP | +0.1% | +8.12% | 加碼 |
| 12 | AJG | Arthur J Gallagher & Co | +0.1% | +54.22% | 加碼 |
| 13 | COP | Conocophillips | +0.1% | +8.12% | 加碼 |
| 14 | SU | Suncor Energy Inc | +0.1% | +8.15% | 加碼 |
| 15 | NTES | Netease Inc-adr | +0.1% | +31.65% | 加碼 |
| 16 | CNQ | Canadian Natural Resources | +0.1% | +8.13% | 加碼 |
| 17 | IMO | Imperial Oil LTD | +0.1% | +8.13% | 加碼 |
| 18 | CVE | Cenovus Energy Inc | +0.1% | +8.14% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +9.16% | 加碼 |
| 20 | MSFT | Microsoft CORP | +0.1% | +27.93% | 加碼 |
| 21 | DVN | Devon Energy CORP | +0.1% | +8.13% | 加碼 |
| 22 | EOG | Eog Resources Inc | +0.1% | +8.12% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | — | 不變 |
| 24 | FANG | Diamondback Energy Inc | +0.1% | +8.08% | 加碼 |
| 25 | MDLZ | Mondelez International Inc-a | +0.1% | +5.45% | 加碼 |
| 26 | HAL | Halliburton Co | +0.1% | +8.14% | 加碼 |
| 27 | SLB | Slb LTD | +0.1% | +8.14% | 加碼 |
| 28 | BKR | Baker Hughes Co | +0.1% | +8.13% | 加碼 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +9.98% | 加碼 |
| 30 | HUBB | Hubbell Inc | +0.1% | — | 不變 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +12.99% | 加碼 |
| 32 | KMI | Kinder Morgan, Inc. | +0.1% | +8.13% | 加碼 |
| 33 | WMB | Williams Cos Inc | +0.1% | +8.11% | 加碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | +0.1% | +14.26% | 加碼 |
| 35 | DAN | Dana Inc | +0.1% | — | 不變 |
| 36 | DAR | Darling Ingredients Inc | +0.1% | — | 不變 |
| 37 | PWR | Quanta Services Inc | +0.1% | — | 不變 |
| 38 | ST | Sensata Technologies Holding plc | +0.1% | — | 不變 |
| 39 | TT | Trane Technologies plc | +0.1% | — | 不變 |
| 40 | TXN | Texas Instruments Inc | +0.1% | -5.97% | 減碼 |
| 41 | ENB | Enbridge Inc | 0% | +7.85% | 加碼 |
| 42 | TRP | Tc Energy CORP | 0% | +8.13% | 加碼 |
| 43 | KO | Coca-cola Co/the | 0% | -6.00% | 減碼 |
| 44 | PEP | Pepsico Inc | 0% | -5.99% | 減碼 |
| 45 | POWI | Power Integrations Inc | 0% | — | 不變 |
| 46 | ADI | Analog Devices Inc | 0% | — | 不變 |
| 47 | JD | Jd.com Inc-adr | 0% | — | 不變 |
| 48 | HLX | Helix Energy Solutions Group | 0% | +8.13% | 加碼 |
| 49 | ENPH | Enphase Energy Inc | 0% | — | 不變 |
| 50 | CSL | Carlisle Cos Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Guinness Atkinson Asset Management Inc 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 123 個公開持股部位。
在 Q1 2026 季度，Guinness Atkinson Asset Management Inc 按市值排列的前三大核心持股分別為：AVGO (4.4%)、TSM (4.3%)、NFLX (3.6%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.4% 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
ACM
市值: US$70.1萬
本季最大獲利了結 / 清倉標的
IBP
前期市值: US$73.9萬
在 Q1 2026 季度中，Guinness Atkinson Asset Management Inc 共進行了 68 項持倉異動，包含新建倉 3 個部位、加碼 40 個部位、減碼 22 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ACM。 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。