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
154 檔
30.2%
根据最新整理的 13F 季度数据集，Harbour Trust & Investment Management Co 于 Q4 2025 结束时的管理资产规模为 US$10.4亿。该机构在本季度申报了 154 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Harbour Trust & Investment Management Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 1 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 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 30.2%，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 | 15.49% | -0.12% | -1.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.61% | +0.03% | -2.33% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.12% | +0.52% | -0.50% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | +0.01% | +0.64% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.81% | +0.09% | +0.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.18% | +7.03% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.59% | -0.48% | +14.43% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.47% | -0.15% | +6.73% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | +0.19% | +0.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.40% | -0.12% | +4.05% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.13% | +0.10% | +2.61% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.07% | -0.01% | -0.38% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.95% | +0.12% | +26.48% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.87% | -0.14% | +38.52% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.77% | -0.14% | +3.42% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.67% | -0.37% | -0.91% | |
| 17 | SYK | Stryker CORP | 股票-医疗保健 | 1.59% | -0.15% | +7.67% | |
| 18 | SKOR | Flexshares Credit-scored US | ETF-其他 | 1.56% | -0.12% | +0.19% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.52% | +0.06% | -3.60% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.45% | +0.33% | +157.72% | |
| 21 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.44% | -0.20% | +2.16% | |
| 22 | DE | Deere & Co | 股票-工业 | 1.43% | +0.03% | +1.03% | |
| 23 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 1.30% | -0.06% | +4.24% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -0.50% | -0.13% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.17% | -0.17% | +6.56% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.17% | -0.42% | -0.62% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.14% | +1.11% | +7.82% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 1.14% | -0.05% | +2.69% | |
| 29 | WELL | Welltower Inc | 股票-房地产 | 1.03% | +0.02% | -0.02% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.00% | -0.14% | -5.09% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.98% | +0.02% | -0.51% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.95% | -0.24% | -5.39% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.10% | +0.20% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.87% | -0.07% | -0.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.10% | -1.01% | |
| 36 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.83% | -0.14% | +0.83% | |
| 37 | BLK | Blackrock Inc | 股票-金融 | 0.82% | -0.09% | -0.86% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.80% | -0.02% | +2.21% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.77% | -0.04% | +74.87% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | -0.06% | -0.31% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.08% | -6.58% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.71% | -0.23% | EXIT | |
| 43 | ECL | Ecolab Inc | 股票-原材料 | 0.69% | -0.02% | +4.05% | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.64% | -0.05% | -5.15% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | -0.02% | +1.24% | |
| 46 | CPRT | Copart Inc | 股票-工业 | 0.58% | -0.23% | EXIT | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | -0.01% | -1.00% | |
| 48 | COR | Cencora Inc | 股票-医疗保健 | 0.52% | -0.10% | +4.07% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | -0.03% | +0.54% | |
| 50 | SYY | Sysco CORP | 股票-非周期性消费 | 0.45% | +0.03% | +0.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -0.50% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +1% | +157.72% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +26.48% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +38.52% | 加仓 |
| 5 | RTX | Rtx CORP | +0.2% | +3.42% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.01% | 减仓 |
| 7 | AAPL | Apple Inc | +0.2% | -2.33% | 减仓 |
| 8 | MA | Mastercard Inc - A | +0.1% | +6.73% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +14.43% | 加仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.35% | 减仓 |
| 11 | NEE | Nextera Energy Inc | +0.1% | +6.56% | 加仓 |
| 12 | TJX | Tjx Companies Inc | +0.1% | +2.16% | 加仓 |
| 13 | TLTD | Flexshares Morningstar Devel | +0.1% | +4.24% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.05% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.31% | 减仓 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.13% | 减仓 |
| 17 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | -0.38% | 减仓 |
| 18 | OEF | Ishares S&p 100 ETF | +0.1% | +0.24% | 加仓 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.61% | 加仓 |
| 20 | COR | Cencora Inc | +0.1% | +4.07% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.64% | 加仓 |
| 22 | CMI | Cummins Inc | 0% | -1.36% | 减仓 |
| 23 | DE | Deere & Co | 0% | +1.03% | 加仓 |
| 24 | WELL | Welltower Inc | 0% | -0.02% | 减仓 |
| 25 | SYK | Stryker CORP | 0% | +7.67% | 加仓 |
| 26 | PG | Procter & Gamble Co/the | 0% | -10.23% | 减仓 |
| 27 | GIS | General Mills Inc | 0% | -46.52% | 减仓 |
| 28 | CNI | Canadian Natl Railway Co | -0.1% | -22.16% | 减仓 |
| 29 | ABT | Abbott Laboratories | -0.1% | -1.88% | 减仓 |
| 30 | PEP | Pepsico Inc | -0.1% | -5.39% | 减仓 |
| 31 | SYY | Sysco CORP | -0.1% | +0.72% | 加仓 |
| 32 | ADP | Automatic Data Processing | -0.1% | -2.02% | 减仓 |
| 33 | MAS | Masco CORP | -0.1% | -2.89% | 减仓 |
| 34 | ENB | Enbridge Inc | -0.1% | -5.15% | 减仓 |
| 35 | XLC | Ss Comm Select Sector Spdr | -0.1% | -5.09% | 减仓 |
| 36 | BLK | Blackrock Inc | -0.1% | -0.86% | 减仓 |
| 37 | BX | Blackstone Inc | -0.1% | +2.69% | 加仓 |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | -12.31% | 减仓 |
| 39 | XLY | Ss Consumer Disc Select Sect | -0.1% | +74.87% | 加仓 |
| 40 | EOG | Eog Resources Inc | -0.1% | -21.12% | 减仓 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.1% | -0.62% | 减仓 |
| 42 | CPRT | Copart Inc | -0.3% | -24.21% | 减仓 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -60.91% | 减仓 |
| 44 | CMG | Chipotle Mexican Grill Inc | -0.4% | -90.94% | 减仓 |
| 45 | ORCL | Oracle CORP | -0.4% | -6.58% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -84.71% | 减仓 |
| 47 | DIS | Walt Disney Co/the | -0.5% | -65.85% | 减仓 |
| 48 | NVDA | Nvidia CORP | -0.5% | -1.71% | 减仓 |
| 49 | COP | Conocophillips | — | EXIT | 清仓 |
| 50 | ALB | Albemarle CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Harbour Trust & Investment Management Co 在 Q4 2025 季度的美股持仓总市值约为 US$10.4亿，共申报了 154 个公开持股仓位。
在 Q4 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 (15.5%)、AAPL (5.6%)、GOOG (5.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 15.5% 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
ALB
市值: US$30.9万
本季最大获利了结 / 清仓标的
COP
前期市值: US$31.3万
在 Q4 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 19 个仓位、减仓 29 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ALB。 本季清仓仓位包含 COP。
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。