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: 0001468792
申报总市值
US$14.3亿
US$14.3亿
1137 檔
25.5%
根据最新整理的 13F 季度数据集，Harbor Investment Advisory, LLC 于 Q4 2024 结束时的管理资产规模为 US$14.3亿。该机构在本季度申报了 1137 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Harbor Investment Advisory, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 28 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Harbor Investment Advisory, LLC 的前 5 大核心持股（包含 MAR, AAPL, AMZN 等）合计占整体申报市值的 25.5%，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 1137 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 | MAR | Marriott International -cl A | 股票-周期性消费 | 14.54% | +0.01% | -0.74% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.05% | -0.03% | -0.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.83% | +0.03% | +1.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | -0.33% | +0.51% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.06% | +0.36% | +0.75% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | -0.19% | +3.66% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.63% | +0.09% | -0.74% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.55% | +0.12% | -2.39% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.28% | -0.14% | -0.46% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | +0.03% | +1.13% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | +0.06% | +2.88% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.01% | +1.27% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.18% | -0.01% | +37.49% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | +0.03% | +2.04% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | +0.06% | +1.07% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.98% | +0.04% | +3.93% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.97% | +0.03% | -0.95% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.07% | -1.12% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.82% | -0.25% | +2.91% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.13% | +5.38% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.09% | +1.71% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | +0.12% | +4.30% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 0.69% | -0.08% | -1.39% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | +0.08% | +2.96% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | -0.01% | -0.03% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | -0.04% | -5.11% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.63% | -0.03% | +18.64% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 0.63% | -0.01% | +1.53% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.61% | -0.06% | +2.87% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.56% | +0.02% | -1.01% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.06% | +2.96% | |
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 0.55% | -0.02% | +40.59% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | -0.04% | +0.00% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.52% | +0.05% | -1.06% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | +0.02% | +1.45% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | -0.07% | -0.30% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.48% | -0.01% | +2.53% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.48% | +0.05% | +3.76% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.48% | -0.03% | +10.64% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.46% | +0.02% | -1.21% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.46% | -0.08% | -1.74% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.53% | EXIT | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | -0.10% | +7.79% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | +0.03% | +105.00% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.02% | -0.89% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.41% | +0.03% | — | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.40% | -0.24% | +3.50% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | -0.03% | +3.79% | |
| 49 | EQIX | Equinix Inc | 股票-房地产 | 0.39% | -0.01% | +38.08% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.39% | -0.05% | -1.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | +0.8% | -0.74% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +1.02% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.3% | +40.59% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.75% | 加仓 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +37.49% | 加仓 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +105.00% | 加仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.66% | 加仓 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +65.38% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.1% | +2.96% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +1.27% | 加仓 |
| 11 | EQIX | Equinix Inc | +0.1% | +38.08% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +1.13% | 加仓 |
| 13 | DLR | Digital Realty Trust Inc | +0.1% | +53.73% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | -0.70% | 减仓 |
| 15 | ✓ | On Holding AG | +0.1% | NEW | 新建仓 |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +278.26% | 加仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -2.39% | 减仓 |
| 18 | NFLX | Netflix Inc | +0.1% | +3.79% | 加仓 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +53.76% | 加仓 |
| 20 | HGER | Harbor Commodity All Weather | +0.1% | +470.70% | 加仓 |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +18.64% | 加仓 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.08% | 加仓 |
| 23 | VO | Vanguard Mid-cap ETF | +0.1% | +77.34% | 加仓 |
| 24 | WMT | Walmart Inc | +0.1% | +7.79% | 加仓 |
| 25 | PDI | Pimco Dynamic Income Fund | +0.1% | +385.02% | 加仓 |
| 26 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +70.21% | 加仓 |
| 27 | BX | Blackstone Inc | +0.1% | +1.53% | 加仓 |
| 28 | CRM | Salesforce Inc | +0.1% | -1.24% | 减仓 |
| 29 | APO | Apollo Global Management Inc | +0.1% | -1.00% | 减仓 |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +22.08% | 加仓 |
| 31 | NVDA | Nvidia CORP | 0% | -1.12% | 减仓 |
| 32 | VUG | Vanguard Growth ETF | 0% | +1.07% | 加仓 |
| 33 | MA | Mastercard Inc - A | 0% | -0.46% | 减仓 |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.88% | 加仓 |
| 35 | PFE | Pfizer Inc | -0.1% | -62.91% | 减仓 |
| 36 | PLD | Prologis Inc | -0.1% | -25.84% | 减仓 |
| 37 | CCI | Crown Castle Inc | -0.1% | -76.99% | 减仓 |
| 38 | YORW | York Water Co | -0.1% | -59.62% | 减仓 |
| 39 | AMD | Advanced Micro Devices | -0.1% | -46.39% | 减仓 |
| 40 | BDX | Becton Dickinson And Co | -0.1% | -75.69% | 减仓 |
| 41 | MDLZ | Mondelez International Inc-a | -0.1% | -68.76% | 减仓 |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | -0.03% | 减仓 |
| 43 | AMT | American Tower CORP | -0.1% | -7.12% | 减仓 |
| 44 | LLY | Eli Lilly & Co | -0.1% | +5.38% | 加仓 |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | 清仓 |
| 46 | PEP | Pepsico Inc | -0.1% | -25.96% | 减仓 |
| 47 | REGN | Regeneron Pharmaceuticals | -0.1% | -1.42% | 减仓 |
| 48 | AMGN | Amgen Inc | -0.2% | +2.87% | 加仓 |
| 49 | JNJ | Johnson & Johnson | -0.2% | -5.11% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -0.74% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Harbor Investment Advisory, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$14.3亿，共申报了 1137 个公开持股仓位。
在 Q4 2024 季度，Harbor Investment Advisory, LLC 按市值排列的前三大核心持股分别为：MAR (14.5%)、AAPL (8.1%)、AMZN (4.8%)。其中最大持股仓位 MAR 占据整体投资组合约 14.5% 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
ON HOLDING AG
市值: US$91.5万
本季最大获利了结 / 清仓标的
IBDP
前期市值: US$133.6万
在 Q4 2024 季度中，Harbor Investment Advisory, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 28 个仓位、减仓 20 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ON HOLDING AG。 本季清仓仓位包含 IBDP。
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。