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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002003557
申报总市值
US$10.4亿
US$10.4亿
155 檔
27.6%
在 Q1 2026 的 13F 官方备案中，Harbour Trust & Investment Management Co 管理的美股投资组合规模来到 US$10.4亿，整体持股档数为 155 档。
在 Q1 2026，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 84 个仓位并完全清仓 7 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 27.6%，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 | 14.21% | -0.12% | -5.64% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.25% | +0.03% | -3.65% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.84% | +0.52% | -0.50% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.20% | -0.48% | +2.80% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | +0.01% | +1.50% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.78% | +0.09% | +2.40% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.18% | +22.41% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.61% | +0.19% | -1.17% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.38% | -0.12% | +0.27% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.35% | +0.10% | +3.48% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.31% | -0.15% | +2.57% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.09% | -0.01% | +4.27% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.02% | +0.12% | +10.51% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 2.00% | -0.14% | +2.92% | |
| 15 | DE | Deere & Co | 股票-工业 | 1.82% | +0.03% | +1.58% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.80% | -0.50% | +0.09% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.80% | -0.14% | +6.41% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.70% | -0.37% | -3.75% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.62% | -0.20% | +4.12% | |
| 20 | SYK | Stryker CORP | 股票-医疗保健 | 1.61% | -0.15% | +4.34% | |
| 21 | SKOR | Flexshares Credit-scored US | ETF-其他 | 1.59% | -0.12% | -0.80% | |
| 22 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 1.51% | -0.06% | +9.98% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.47% | +0.06% | -2.64% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.46% | +0.33% | +12.86% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.44% | -0.17% | +2.38% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.18% | +1.11% | +13.84% | |
| 27 | WELL | Welltower Inc | 股票-房地产 | 1.16% | +0.02% | +0.87% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.05% | -0.24% | -2.13% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.04% | +0.02% | -0.48% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.94% | -0.14% | -4.39% | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.92% | -0.05% | +4.85% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.06% | -0.52% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.10% | +1.05% | |
| 34 | WMB | Williams Cos Inc | 股票-能源 | 0.85% | -0.04% | +388.29% | |
| 35 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.84% | -0.14% | -0.20% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.83% | -0.02% | +1.33% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.81% | -0.42% | -28.39% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | +0.10% | -1.75% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.77% | -0.07% | +0.21% | |
| 40 | ECL | Ecolab Inc | 股票-原材料 | 0.75% | -0.02% | +2.96% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.75% | -0.09% | -1.38% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.72% | -0.04% | -1.66% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | -0.02% | -0.11% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | -0.01% | +0.15% | |
| 45 | COR | Cencora Inc | 股票-医疗保健 | 0.54% | -0.10% | +6.93% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.49% | -0.03% | +0.79% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.08% | -17.93% | |
| 48 | VMC | Vulcan Materials Co | 股票-原材料 | 0.46% | +0.01% | +13.13% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.46% | -0.05% | -1.55% | |
| 50 | SYY | Sysco CORP | 股票-非周期性消费 | 0.46% | +0.03% | +0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMB | Williams Cos Inc | +0.7% | +388.29% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +0.6% | +2.80% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | +0.09% | 加仓 |
| 4 | DE | Deere & Co | +0.4% | +1.58% | 加仓 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.3% | +789.54% | 加仓 |
| 6 | NEE | Nextera Energy Inc | +0.3% | +2.38% | 加仓 |
| 7 | RTX | Rtx CORP | +0.2% | +2.92% | 加仓 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +3.48% | 加仓 |
| 9 | TLTD | Flexshares Morningstar Devel | +0.2% | +9.98% | 加仓 |
| 10 | TJX | Tjx Companies Inc | +0.2% | +4.12% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -0.52% | 减仓 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.17% | 减仓 |
| 13 | WELL | Welltower Inc | +0.1% | +0.87% | 加仓 |
| 14 | PEP | Pepsico Inc | +0.1% | -2.13% | 减仓 |
| 15 | APD | Air Products & Chemicals Inc | +0.1% | -1.55% | 减仓 |
| 16 | CVX | Chevron CORP | +0.1% | — | 不变 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +10.51% | 加仓 |
| 18 | ECL | Ecolab Inc | +0.1% | +2.96% | 加仓 |
| 19 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.48% | 减仓 |
| 20 | VMC | Vulcan Materials Co | +0.1% | +13.13% | 加仓 |
| 21 | PANW | Palo Alto Networks Inc | 0% | +13.84% | 加仓 |
| 22 | MCD | Mcdonald's CORP | 0% | -3.75% | 减仓 |
| 23 | SKOR | Flexshares Credit-scored US | 0% | -0.80% | 减仓 |
| 24 | LIN | Linde plc | 0% | +2.60% | 加仓 |
| 25 | SO | Southern Co/the | 0% | -0.97% | 减仓 |
| 26 | CAT | Caterpillar Inc | 0% | -2.22% | 减仓 |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +0.15% | 加仓 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +1.33% | 加仓 |
| 29 | MOAT | Vaneck Morningstar Wide Moat | 0% | +4.27% | 加仓 |
| 30 | SYK | Stryker CORP | 0% | +4.34% | 加仓 |
| 31 | GE | General Electric | 0% | +82.99% | 加仓 |
| 32 | WMT | Walmart Inc | 0% | -1.31% | 减仓 |
| 33 | HON | Honeywell International Inc | 0% | -1.20% | 减仓 |
| 34 | ITW | Illinois Tool Works | 0% | -1.99% | 减仓 |
| 35 | CMI | Cummins Inc | 0% | -3.03% | 减仓 |
| 36 | BSV | Vanguard Short-term Bond ETF | 0% | -0.11% | 减仓 |
| 37 | COR | Cencora Inc | 0% | +6.93% | 加仓 |
| 38 | BIV | Vanguard Intermediate-term B | 0% | +0.79% | 加仓 |
| 39 | LLY | Eli Lilly & Co | 0% | +12.86% | 加仓 |
| 40 | LOW | Lowe's Cos Inc | 0% | -0.20% | 减仓 |
| 41 | SYY | Sysco CORP | 0% | +0.12% | 加仓 |
| 42 | CSX | Csx CORP | 0% | -2.71% | 减仓 |
| 43 | NVS | Novartis Ag-sponsored Adr | 0% | -0.65% | 减仓 |
| 44 | DUK | Duke Energy CORP | 0% | -1.82% | 减仓 |
| 45 | T | At&t Inc | 0% | +18.15% | 加仓 |
| 46 | ETN | Eaton Corporation plc | 0% | — | 不变 |
| 47 | JNK | Ss Spdr Bb High Yield Bond | 0% | -0.91% | 减仓 |
| 48 | ALB | Albemarle CORP | 0% | -5.59% | 减仓 |
| 49 | DOV | Dover CORP | 0% | — | 不变 |
| 50 | GILD | Gilead Sciences Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Harbour Trust & Investment Management Co 在 Q1 2026 季度的美股持仓总市值约为 US$10.4亿，共申报了 155 个公开持股仓位。
在 Q1 2026 季度，Harbour Trust & Investment Management Co 按市值排列的前三大核心持股分别为：NVDA (14.2%)、AAPL (5.3%)、GOOG (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.2% 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
XLI
市值: US$423.2万
本季最大获利了结 / 清仓标的
CMG
前期市值: US$33.9万
在 Q1 2026 季度中，Harbour Trust & Investment Management Co 共进行了 142 项持仓异动，包含新建仓 8 个仓位、加仓 43 个仓位、减仓 84 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 XLI。 本季清仓仓位包含 CMG。
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。