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: 0002003557
申报总市值
US$10.4亿
US$10.4亿
156 檔
29.1%
Harbour Trust & Investment Management Co 在 Q3 2025 季度的美股仓位总计估值为 US$10.4亿，分散于 156 个持仓标的之中，反映其市场参与广度与投资规模。
Harbour Trust & Investment Management Co 在 Q3 2025 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 22 档持股的同时，亦同步清仓 2 档并减仓 25 档标的。
在资产配置集中度方面，Harbour Trust & Investment Management Co 的前 5 大核心持股（包含 NVDA, AAPL, GOOG 等）合计占整体申报市值的 29.1%，反映机构在主要关键仓位上的权重分布。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 15.98% | -0.12% | -2.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.45% | +0.03% | -2.16% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.04% | +0.52% | +0.31% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | +0.01% | -1.05% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.18% | +2.99% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.76% | +0.09% | -1.41% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.46% | -0.48% | +1.20% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | +0.19% | -0.76% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.34% | -0.15% | -0.83% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.33% | -0.12% | -0.13% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.08% | +0.10% | +1.41% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.01% | -0.01% | -0.15% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.69% | -0.37% | -0.35% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 1.59% | -0.14% | -0.10% | |
| 15 | SKOR | Flexshares Credit-scored US | ETF-其他 | 1.58% | -0.12% | +0.86% | |
| 16 | SYK | Stryker CORP | 股票-医疗保健 | 1.58% | -0.15% | -1.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | +0.06% | -3.83% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.52% | -0.14% | +4.37% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.49% | +0.12% | +5.64% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.40% | +0.03% | +2.13% | |
| 21 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.34% | -0.20% | +3.57% | |
| 22 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.29% | -0.42% | -1.63% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 1.24% | -0.05% | -0.31% | |
| 24 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 1.21% | -0.06% | +2.00% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.19% | +1.11% | +7.66% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.50% | -1.38% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.08% | -3.06% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.08% | -0.14% | -2.65% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.05% | -0.17% | +3.18% | |
| 30 | WELL | Welltower Inc | 股票-房地产 | 1.01% | +0.02% | -0.88% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.00% | -0.24% | -5.19% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.99% | +0.02% | -3.39% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.91% | -0.09% | -3.27% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | +0.10% | -0.79% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.89% | -0.04% | -3.77% | |
| 36 | CPRT | Copart Inc | 股票-工业 | 0.89% | -0.23% | EXIT | |
| 37 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.87% | -0.14% | +0.63% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.79% | -0.02% | +4.70% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.74% | -0.07% | -5.02% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.74% | -0.23% | EXIT | |
| 41 | ENB | Enbridge Inc | 股票-能源 | 0.72% | -0.05% | -0.97% | |
| 42 | ECL | Ecolab Inc | 股票-原材料 | 0.71% | -0.02% | +1.75% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.06% | -2.72% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | -0.05% | -1.36% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.10% | -0.21% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | -0.02% | +3.19% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.58% | -0.01% | -4.39% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | -0.01% | +0.99% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.53% | +0.01% | -5.16% | |
| 50 | MAS | Masco CORP | 股票-工业 | 0.52% | -0.09% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.4% | -2.63% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | +0.31% | 加仓 |
| 3 | CPRT | Copart Inc | +0.6% | +185.63% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.6% | +2.99% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.5% | -3.06% | 减仓 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +4.37% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -1.05% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +5.64% | 加仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +7.66% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.21% | 减仓 |
| 11 | VMC | Vulcan Materials Co | +0.2% | +7.67% | 加仓 |
| 12 | RTX | Rtx CORP | +0.1% | -0.10% | 加仓 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +3.57% | 加仓 |
| 14 | OEF | Ishares S&p 100 ETF | +0.1% | -1.41% | 减仓 |
| 15 | BX | Blackstone Inc | +0.1% | -0.31% | 加仓 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.79% | 减仓 |
| 17 | COR | Cencora Inc | +0.1% | +10.49% | 加仓 |
| 18 | TLTD | Flexshares Morningstar Devel | +0.1% | +2.00% | 加仓 |
| 19 | XLK | Ss Technology Select Sector | 0% | -1.58% | 减仓 |
| 20 | NEE | Nextera Energy Inc | 0% | +3.18% | 加仓 |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +0.99% | 加仓 |
| 22 | WELL | Welltower Inc | — | -0.88% | 加仓 |
| 23 | BLK | Blackrock Inc | — | -3.27% | 减仓 |
| 24 | XLY | Ss Consumer Disc Select Sect | — | -3.77% | 减仓 |
| 25 | XLC | Ss Comm Select Sector Spdr | 0% | -2.65% | 减仓 |
| 26 | LOW | Lowe's Cos Inc | 0% | +0.63% | 加仓 |
| 27 | DIS | Walt Disney Co/the | 0% | -1.36% | 减仓 |
| 28 | ECL | Ecolab Inc | 0% | +1.75% | 加仓 |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +1.41% | 加仓 |
| 30 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -0.15% | 加仓 |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +4.70% | 加仓 |
| 32 | ENB | Enbridge Inc | -0.1% | -0.97% | 减仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.83% | 减仓 |
| 34 | ACN | Accenture plc | -0.1% | -1.22% | 减仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.2% | -0.76% | 减仓 |
| 36 | APD | Air Products & Chemicals Inc | -0.2% | -2.47% | 减仓 |
| 37 | ADP | Automatic Data Processing | -0.2% | -9.84% | 减仓 |
| 38 | AAPL | Apple Inc | -0.3% | -2.16% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.3% | -2.09% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.3% | -1.38% | 减仓 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -4.39% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.4% | -5.19% | 减仓 |
| 43 | MCD | Mcdonald's CORP | -0.4% | -0.35% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -5.16% | 减仓 |
| 45 | MRSH | Marsh & Mclennan Cos | -0.5% | -1.63% | 加仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.13% | 加仓 |
| 47 | CNI | Canadian Natl Railway Co | -0.9% | -70.96% | 减仓 |
| 48 | SKAA | Skechers USA Inc-cl A | — | EXIT | 清仓 |
| 49 | CMG | Chipotle Mexican Grill Inc | — | NEW | 新建仓 |
| 50 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Harbour Trust & Investment Management Co 在 Q3 2025 季度的美股持仓总市值约为 US$10.4亿，共申报了 156 个公开持股仓位。
在 Q3 2025 季度，Harbour Trust & Investment Management Co 按市值排列的前三大核心持股分别为：NVDA (16.0%)、AAPL (5.5%)、GOOG (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 16.0% 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
CMG
市值: US$396.7万
本季最大获利了结 / 清仓标的
SKAA
前期市值: US$434.8万
在 Q3 2025 季度中，Harbour Trust & Investment Management Co 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 22 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CMG。 本季清仓仓位包含 SKAA。
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。