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
258 檔
22.4%
在 Q4 2025 的 13F 官方备案中，Bar Harbor Wealth Management 管理的美股投资组合规模来到 US$18.6亿，整体持股档数为 258 档。
Bar Harbor Wealth Management 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 21 档持股的同时，亦同步清仓 2 档并减仓 23 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, LLY, IVV 等）合计占整体申报市值的 22.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 258 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 | 7.78% | +2.25% | +98.87% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.48% | +0.44% | -0.30% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.12% | +0.24% | +0.75% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.89% | -0.22% | +8.30% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.82% | +0.66% | -1.21% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.46% | -0.36% | -0.44% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.44% | +0.12% | -3.30% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.13% | -0.95% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.98% | +0.06% | +3.11% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.87% | -0.03% | +99.83% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.86% | +0.07% | +1.33% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | -0.28% | -0.73% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.66% | +0.16% | +1.28% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.54% | +0.70% | -0.77% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | -0.66% | +0.70% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | +0.02% | -1.51% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.41% | — | +0.17% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.41% | +0.07% | +0.73% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.29% | +0.23% | -0.03% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.27% | +0.06% | -0.15% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.25% | -0.06% | +5.50% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.23% | +0.08% | +4.13% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.16% | -0.20% | +0.95% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.05% | -0.02% | +7.25% | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.01% | +0.03% | -0.41% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.01% | -0.14% | +1.04% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.17% | -0.82% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.07% | -3.90% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.89% | -0.31% | -0.59% | |
| 30 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.85% | +0.05% | +10.06% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 0.85% | -0.45% | +144.47% | |
| 32 | NNI | Nelnet Inc-cl A | 股票-其他 | 0.85% | -0.04% | -0.34% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | +0.05% | +2.08% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.82% | -0.08% | -1.84% | |
| 35 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.80% | -0.08% | -11.63% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 0.78% | -0.53% | +2.81% | |
| 37 | BHB | Bar Harbor Bankshares | 股票-其他 | 0.75% | +0.02% | -3.44% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.75% | -0.06% | +0.60% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.36% | -1.19% | |
| 40 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.70% | -0.01% | +1.41% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.69% | -0.01% | -1.12% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.69% | +0.02% | +2.96% | |
| 43 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.66% | -0.18% | +19.67% | |
| 44 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.61% | -0.16% | +195.13% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.04% | -0.57% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.58% | -0.07% | +1.46% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.57% | +0.01% | -1.79% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | +0.03% | -10.08% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.55% | +0.04% | +0.06% | |
| 50 | SYY | Sysco CORP | 股票-非周期性消费 | 0.54% | +0.04% | +1.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | -0.30% | 减仓 |
| 2 | DHR | Danaher CORP | +0.5% | +144.47% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.30% | 减仓 |
| 4 | REGN | Regeneron Pharmaceuticals | +0.3% | +19.67% | 加仓 |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +7.25% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.2% | -0.77% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.44% | 减仓 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.1% | +8.30% | 加仓 |
| 9 | FAF | First American Financial | +0.1% | +52.40% | 加仓 |
| 10 | EGP | Eastgroup Properties Inc | +0.1% | +56.58% | 加仓 |
| 11 | FTAI | FTAI Aviation Ltd. | +0.1% | +1.41% | 加仓 |
| 12 | XLV | Ss Health Care Select Sector | +0.1% | +0.95% | 加仓 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.11% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | -1.21% | 减仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -3.57% | 减仓 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +0.70% | 加仓 |
| 17 | CLOA | Ishares Aaa Clo Act Etf-usdi | 0% | +10.06% | 加仓 |
| 18 | NUV | Nuveen Municipal Value | 0% | +32.27% | 加仓 |
| 19 | AVGO | Broadcom Inc | 0% | +9.28% | 加仓 |
| 20 | SNPS | Synopsys Inc | 0% | +79.34% | 加仓 |
| 21 | WMT | Walmart Inc | 0% | -0.82% | 减仓 |
| 22 | LRCX | Lam Research CORP | 0% | -12.57% | 减仓 |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +5.50% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | 0% | -0.15% | 减仓 |
| 25 | TJX | Tjx Companies Inc | 0% | -0.59% | 减仓 |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +0.75% | 加仓 |
| 27 | ETN | Eaton Corporation plc | -0.1% | -0.34% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | -35.61% | 减仓 |
| 29 | ANET | Arista Networks Inc | -0.1% | -6.41% | 减仓 |
| 30 | HD | Home Depot Inc | -0.1% | +5.46% | 加仓 |
| 31 | SYY | Sysco CORP | -0.1% | +1.73% | 加仓 |
| 32 | ACN | Accenture plc | -0.1% | -67.73% | 减仓 |
| 33 | TPL | Texas Pacific Land CORP | -0.1% | +195.13% | 加仓 |
| 34 | UNP | Union Pacific CORP | -0.1% | -10.08% | 减仓 |
| 35 | ABT | Abbott Laboratories | -0.1% | +1.04% | 加仓 |
| 36 | MTBA | Simplify Mbs ETF | -0.1% | -11.63% | 减仓 |
| 37 | EQIX | Equinix Inc | -0.1% | -80.99% | 减仓 |
| 38 | ADP | Automatic Data Processing | -0.1% | -1.12% | 减仓 |
| 39 | STVN | Stevanato Group S.p.A. | -0.2% | -7.45% | 减仓 |
| 40 | AAON | Aaon Inc | -0.2% | -10.35% | 减仓 |
| 41 | XLK | Ss Technology Select Sector | -0.2% | +98.87% | 加仓 |
| 42 | COST | Costco Wholesale CORP | -0.2% | -0.73% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.95% | 减仓 |
| 44 | BRO | Brown & Brown Inc | -0.4% | -57.09% | 减仓 |
| 45 | AYS1 | Sandstorm Gold LTD | — | EXIT | 清仓 |
| 46 | BSY | Bentley Systems Inc-class B | — | EXIT | 清仓 |
| 47 | RGLD | Royal Gold Inc | — | NEW | 新建仓 |
| 48 | ATMU | Atmus Filtration Technologie | — | NEW | 新建仓 |
| 49 | EMN | Eastman Chemical Co | — | NEW | 新建仓 |
| 50 | ISRG | Intuitive Surgical Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Bar Harbor Wealth Management 在 Q4 2025 季度的美股持仓总市值约为 US$18.6亿，共申报了 258 个公开持股仓位。
在 Q4 2025 季度，Bar Harbor Wealth Management 按市值排列的前三大核心持股分别为：XLK (7.8%)、LLY (4.5%)、IVV (4.1%)。其中最大持股仓位 XLK 占据整体投资组合约 7.8% 的权重。
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。
本季最大新建仓标的
RGLD
市值: US$791.6万
本季最大获利了结 / 清仓标的
AYS1
前期市值: US$1348.4万
在 Q4 2025 季度中，Bar Harbor Wealth Management 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 21 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 RGLD。 本季清仓仓位包含 AYS1。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。