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: 0001275880
申报总市值
US$1.9亿
US$1.9亿
99 檔
28.3%
Q4 2025 季度申报显示，Harbour Investment Management LLC 披露的美股组合总市值为 US$1.9亿，涵盖 99 个不同之权益投资仓位。
在 Q4 2025，Harbour Investment Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 41 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Harbour Investment Management LLC 的前 5 大核心持股（包含 MSFT, COST, AAPL 等）合计占整体申报市值的 28.3%，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
JSCP
市值: US$89.7万
本季最大获利了结 / 清仓标的
VGUS
前期市值: US$40.3万
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 10.67% | -0.36% | -26.13% | |
| 2 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.56% | -0.65% | -27.66% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.72% | +0.19% | -27.59% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.37% | +0.41% | -3.78% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.74% | +0.40% | +40.46% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.51% | +0.44% | -20.44% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.37% | +0.12% | -22.04% | |
| 8 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.58% | +0.12% | -21.84% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.43% | +0.12% | -16.50% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.28% | +0.26% | -21.05% | |
| 11 | PCAR | Paccar Inc | 股票-工业 | 1.82% | -0.10% | -29.84% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 1.74% | -0.16% | -24.97% | |
| 13 | WM | Waste Management Inc | 股票-工业 | 1.64% | -0.15% | -27.14% | |
| 14 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 1.58% | -0.26% | +414.71% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.58% | -0.12% | -25.00% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.56% | +0.14% | +0.04% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.52% | +0.20% | -24.29% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.50% | +0.06% | -19.07% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.44% | -0.02% | -22.07% | |
| 20 | LHX | L3harris Technologies Inc | 股票-工业 | 1.34% | -0.31% | -26.04% | |
| 21 | NSC | Norfolk Southern CORP | 股票-工业 | 1.29% | -0.27% | -25.96% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.29% | -0.06% | -24.16% | |
| 23 | XLB | Ss Materials Select Sector | ETF-其他 | 1.29% | -0.08% | +73.34% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.28% | -0.18% | -21.62% | |
| 25 | SNA | Snap-on Inc | 股票-工业 | 1.24% | +0.05% | -25.88% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.23% | -0.18% | -24.60% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.07% | — | -21.06% | |
| 28 | PSCT | Invesco S&p Smallcap Informa | ETF-其他 | 1.05% | +0.33% | -24.77% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.34% | -20.93% | |
| 30 | VFH | Vanguard Financials ETF | ETF-其他 | 0.98% | +0.02% | -17.11% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | -0.05% | -22.12% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.95% | -0.11% | -24.43% | |
| 33 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.93% | -0.26% | — | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.89% | -0.06% | -29.86% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.05% | -14.12% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.86% | +0.05% | — | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.86% | -0.06% | -23.08% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.85% | +0.09% | +4.97% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.80% | -0.14% | -21.43% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.77% | -0.20% | -25.50% | |
| 41 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.75% | -0.16% | — | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.71% | -0.09% | -6.91% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.70% | +0.18% | -33.19% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.67% | -0.03% | — | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.65% | -0.11% | -28.19% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | +0.05% | -16.55% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.63% | -0.01% | -22.76% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.63% | -0.24% | -18.21% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.62% | +0.03% | -26.23% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.58% | +0.18% | -33.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +1.6% | +40.46% | 加仓 |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +1.3% | +414.71% | 加仓 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.7% | -3.78% | 减仓 |
| 4 | SIVR | Abrdn Physical Silver Shares | +0.4% | — | 不变 |
| 5 | IBB | Ishares Biotechnology ETF | +0.3% | -21.84% | 减仓 |
| 6 | XLB | Ss Materials Select Sector | +0.1% | +73.34% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.1% | -20.44% | 减仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -16.50% | 减仓 |
| 9 | VFH | Vanguard Financials ETF | 0% | -17.11% | 减仓 |
| 10 | AMZN | Amazon.com Inc | — | -22.04% | 减仓 |
| 11 | RTX | Rtx CORP | — | -25.00% | 减仓 |
| 12 | KO | Coca-cola Co/the | — | -21.06% | 减仓 |
| 13 | DHR | Danaher CORP | 0% | -29.86% | 减仓 |
| 14 | PEP | Pepsico Inc | 0% | -21.43% | 减仓 |
| 15 | PSCT | Invesco S&p Smallcap Informa | 0% | -24.77% | 减仓 |
| 16 | SBUX | Starbucks CORP | 0% | -19.07% | 减仓 |
| 17 | NEE | Nextera Energy Inc | 0% | -24.60% | 减仓 |
| 18 | PCAR | Paccar Inc | -0.1% | -29.84% | 减仓 |
| 19 | CVX | Chevron CORP | -0.1% | -20.93% | 减仓 |
| 20 | SHEL | Shell Plc-adr | -0.1% | -25.50% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | -0.1% | -33.19% | 减仓 |
| 22 | KVUE | Kenvue Inc | -0.1% | -37.22% | 减仓 |
| 23 | DIS | Walt Disney Co/the | -0.1% | -28.02% | 减仓 |
| 24 | WEC | Wec Energy Group Inc | -0.1% | -29.64% | 减仓 |
| 25 | BDX | Becton Dickinson And Co | -0.1% | -34.78% | 减仓 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -22.12% | 减仓 |
| 27 | PSX | Phillips 66 | -0.1% | -28.19% | 减仓 |
| 28 | SNA | Snap-on Inc | -0.1% | -25.88% | 减仓 |
| 29 | ABT | Abbott Laboratories | -0.2% | -21.62% | 减仓 |
| 30 | APD | Air Products & Chemicals Inc | -0.2% | -23.08% | 减仓 |
| 31 | SAP | Sap Se-sponsored Adr | -0.2% | -30.99% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | -0.2% | -33.74% | 减仓 |
| 33 | LHX | L3harris Technologies Inc | -0.2% | -26.04% | 减仓 |
| 34 | NSC | Norfolk Southern CORP | -0.2% | -25.96% | 减仓 |
| 35 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -24.43% | 减仓 |
| 36 | WM | Waste Management Inc | -0.2% | -27.14% | 减仓 |
| 37 | KMB | Kimberly-clark CORP | -0.2% | -26.23% | 减仓 |
| 38 | BLK | Blackrock Inc | -0.2% | -24.16% | 减仓 |
| 39 | SYK | Stryker CORP | -0.3% | -24.97% | 减仓 |
| 40 | AAPL | Apple Inc | -0.3% | -27.59% | 减仓 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -24.29% | 减仓 |
| 42 | ADP | Automatic Data Processing | -0.3% | -22.07% | 减仓 |
| 43 | AXP | American Express Co | -0.3% | -81.97% | 减仓 |
| 44 | COST | Costco Wholesale CORP | -1.2% | -27.66% | 减仓 |
| 45 | MSFT | Microsoft CORP | -2% | -26.13% | 减仓 |
| 46 | JSCP | Jpmorgan Short Duration Core | — | NEW | 新建仓 |
| 47 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 48 | VGUS | Vanguard Ultra Shrt Treasury | — | EXIT | 清仓 |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | 清仓 |
| 50 | AMP | Ameriprise Financial Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Harbour Investment Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 99 个公开持股仓位。
在 Q4 2025 季度，Harbour Investment Management LLC 按市值排列的前三大核心持股分别为：MSFT (10.7%)、COST (5.6%)、AAPL (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.7% 的权重。
在 Q4 2025 季度中，Harbour Investment Management LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 3 个仓位、减仓 41 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 JSCP。 本季清仓仓位包含 VGUS。
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。