13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001035463
申报总市值
US$18.6亿
US$18.6亿
257 檔
19.0%
Q4 2024 季度申报显示，Bar Harbor Wealth Management 披露的美股组合总市值为 US$18.6亿，涵盖 257 个不同之权益投资仓位。
Bar Harbor Wealth Management 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 7 档并减仓 19 档标的。
在资产配置集中度方面，Bar Harbor Wealth Management 的前 5 大核心持股（包含 XLK, AAPL, IVV 等）合计占整体申报市值的 19.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BSY
市值: US$841.3万
本季最大获利了结 / 清仓标的
HII
前期市值: US$952.3万
仅显示前 200 大持股（共 257 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-科技型 | 7.24% | +2.25% | +0.41% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.28% | +0.66% | -0.73% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.17% | +0.24% | +22.04% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.89% | +0.44% | -0.44% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.65% | -0.22% | +2.33% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.13% | -0.58% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.18% | -0.36% | -0.40% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.17% | -0.28% | -0.48% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.93% | +0.07% | +5.92% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.92% | -0.03% | -0.05% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.73% | +0.16% | +5.60% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | -0.66% | +0.47% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.37% | +0.06% | +12.60% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | +0.02% | +1.08% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.34% | +0.07% | -0.20% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.34% | — | -0.20% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.30% | -0.20% | -1.86% | |
| 18 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.29% | -0.16% | -18.52% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | +0.12% | +1.67% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.27% | -0.06% | -3.58% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.20% | +0.03% | -0.63% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.17% | +0.70% | -0.30% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | +0.23% | -0.15% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.11% | +0.06% | +1.29% | |
| 25 | BRO | Brown & Brown Inc | 股票-金融 | 1.08% | — | +0.68% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.07% | -2.26% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.04% | -0.14% | +1.13% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 1.00% | -0.17% | +1.62% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.97% | -0.02% | -0.43% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.95% | -0.08% | -1.02% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.92% | -0.36% | -0.82% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.92% | +0.08% | -0.66% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | -0.01% | +0.01% | |
| 34 | PH | Parker Hannifin CORP | 股票-工业 | 0.89% | — | +0.93% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.88% | -0.06% | -0.04% | |
| 36 | BHB | Bar Harbor Bankshares | 股票-其他 | 0.86% | +0.02% | +2.58% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | -0.04% | +0.06% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.80% | -0.31% | +1.17% | |
| 39 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.78% | -0.21% | -3.21% | |
| 40 | NNI | Nelnet Inc-cl A | 股票-其他 | 0.77% | -0.04% | +2.41% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | -0.53% | +3.71% | |
| 42 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.71% | -0.02% | EXIT | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.70% | -0.02% | -0.64% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.68% | +0.03% | +514.85% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.66% | -0.01% | -1.89% | |
| 46 | SYY | Sysco CORP | 股票-非周期性消费 | 0.63% | +0.04% | -0.99% | |
| 47 | ROK | Rockwell Automation Inc | 股票-工业 | 0.62% | +0.06% | +2229.43% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.61% | -0.11% | +1.11% | |
| 49 | BKR | Baker Hughes Co | 股票-能源 | 0.60% | -0.04% | +18.24% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.60% | +0.01% | +0.65% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.9% | +22.04% | 加仓 |
| 2 | ROK | Rockwell Automation Inc | +0.6% | +2229.43% | 加仓 |
| 3 | UNP | Union Pacific CORP | +0.6% | +514.85% | 加仓 |
| 4 | BSY | Bentley Systems Inc-class B | +0.6% | NEW | 新建仓 |
| 5 | XLK | Ss Technology Select Sector | +0.4% | +0.41% | 加仓 |
| 6 | MTBA | Simplify Mbs ETF | +0.4% | +238.54% | 加仓 |
| 7 | AAPL | Apple Inc | +0.4% | -0.73% | 减仓 |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.3% | -0.05% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +1.08% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.67% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.63% | 减仓 |
| 12 | BKR | Baker Hughes Co | +0.2% | +18.24% | 加仓 |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.92% | 加仓 |
| 14 | WMT | Walmart Inc | +0.2% | +1.62% | 加仓 |
| 15 | FAF | First American Financial | +0.1% | +43.57% | 加仓 |
| 16 | NVDA | Nvidia CORP | +0.1% | +12.75% | 加仓 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | -0.20% | 减仓 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.60% | 加仓 |
| 19 | EMR | Emerson Electric Co | +0.1% | +0.65% | 加仓 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +23.23% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.1% | +4.47% | 加仓 |
| 22 | AGG | Ishares Core U.s. Aggregate | 0% | +2.33% | 加仓 |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -3.58% | 减仓 |
| 24 | PEP | Pepsico Inc | 0% | +1.11% | 加仓 |
| 25 | NEE | Nextera Energy Inc | -0.1% | +3.16% | 加仓 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -0.64% | 减仓 |
| 27 | MDT | Medtronic plc | -0.1% | +3.71% | 加仓 |
| 28 | AMT | American Tower CORP | -0.1% | +4.33% | 加仓 |
| 29 | CAT | Caterpillar Inc | -0.1% | -0.30% | 减仓 |
| 30 | ABBV | Abbvie Inc | -0.1% | -0.66% | 减仓 |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | -6.19% | 减仓 |
| 32 | NKE | Nike Inc -cl B | -0.1% | -23.76% | 减仓 |
| 33 | DHR | Danaher CORP | -0.1% | -2.33% | 减仓 |
| 34 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | +0.47% | 加仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -0.43% | 减仓 |
| 37 | CL | Colgate-palmolive Co | -0.1% | -3.21% | 减仓 |
| 38 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | +2.08% | 加仓 |
| 39 | XLV | Ss Health Care Select Sector | -0.2% | -1.86% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -0.40% | 减仓 |
| 41 | MMM | 3m Co | -0.2% | -71.33% | 减仓 |
| 42 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清仓 |
| 43 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清仓 |
| 44 | EQC 6.5 PERP D债券 | Equity Commonwealth | -0.4% | EXIT | 清仓 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -34.00% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.5% | -0.44% | 减仓 |
| 47 | ABX | Barrick Gold CORP | -0.5% | EXIT | 清仓 |
| 48 | BAX | Baxter International Inc | -0.6% | EXIT | 清仓 |
| 49 | HII | Huntington Ingalls Industrie | -0.6% | EXIT | 清仓 |
| 50 | BAH | Booz Allen Hamilton Holdings | -0.7% | -85.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bar Harbor Wealth Management 在 Q4 2024 季度的美股持仓总市值约为 US$18.6亿，共申报了 257 个公开持股仓位。
在 Q4 2024 季度，Bar Harbor Wealth Management 按市值排列的前三大核心持股分别为：XLK (7.2%)、AAPL (4.3%)、IVV (4.2%)。其中最大持股仓位 XLK 占据整体投资组合约 7.2% 的权重。
在 Q4 2024 季度中，Bar Harbor Wealth Management 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 19 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 BSY。 本季清仓仓位包含 HII。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。