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: 0001387130
申报总市值
US$9.8亿
US$9.8亿
210 檔
25.2%
在 Q3 2024 的 13F 官方备案中，Marble Harbor Investment Counsel, LLC 管理的美股投资组合规模来到 US$9.8亿，整体持股档数为 210 档。
Marble Harbor Investment Counsel, LLC 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 21 档持股的同时，亦同步清仓 2 档并减仓 22 档标的。
在资产配置集中度方面，Marble Harbor Investment Counsel, LLC 的前 5 大核心持股（包含 MSFT, AAPL, IRM 等）合计占整体申报市值的 25.2%，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 210 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 | MSFT | Microsoft CORP | 股票-科技 | 7.48% | -0.32% | -1.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.89% | +0.38% | -0.83% | |
| 3 | IRM | Iron Mountain Inc | 股票-房地产 | 4.55% | +0.46% | -20.27% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.19% | +0.32% | +0.01% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 4.02% | +0.13% | -0.19% | |
| 6 | FISV | Fiserv Inc | 股票-其他 | 3.55% | -0.22% | -0.48% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.98% | -0.11% | +0.04% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.69% | +1.57% | +0.21% | |
| 9 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.69% | -0.19% | -0.69% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.48% | -0.34% | +0.41% | |
| 11 | EBAY | Ebay Inc | 股票-周期性消费 | 2.31% | +0.42% | +0.12% | |
| 12 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 2.21% | -0.27% | +0.06% | |
| 13 | PH | Parker Hannifin CORP | 股票-工业 | 2.06% | +0.03% | -0.57% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 2.04% | +0.02% | -0.67% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.98% | +0.09% | +0.70% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.87% | -2.25% | -0.21% | |
| 17 | HR | Healthcare Realty Trust Inc | 股票-房地产 | 1.62% | +0.18% | +1.92% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.62% | -0.25% | +0.02% | |
| 19 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.53% | -0.08% | +9.22% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.40% | -0.30% | -0.60% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.38% | — | +0.07% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 1.34% | -0.32% | +1.36% | |
| 23 | GE | General Electric | 股票-工业 | 1.27% | +0.43% | +0.78% | |
| 24 | ECL | Ecolab Inc | 股票-原材料 | 1.26% | -0.02% | +0.40% | |
| 25 | NTRS | Northern Trust CORP | 股票-金融 | 1.20% | +0.29% | +0.20% | |
| 26 | DXCM | Dexcom Inc | 股票-医疗保健 | 1.17% | +0.01% | +8.65% | |
| 27 | SYK | Stryker CORP | 股票-医疗保健 | 1.11% | -0.06% | +0.56% | |
| 28 | PFE | Pfizer Inc | 股票-医疗保健 | 1.07% | -0.26% | -1.14% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | -0.05% | -0.69% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.29% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.99% | +0.08% | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | -0.07% | +2.24% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.89% | -0.01% | -0.35% | |
| 34 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.84% | +0.14% | +0.68% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | -0.15% | -0.04% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | -0.03% | +0.10% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | +0.17% | +2.82% | |
| 38 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.68% | — | +40.70% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.68% | -0.01% | -0.45% | |
| 40 | SRCLEUR | Stericycle Inc | 股票-其他 | 0.60% | — | -9.25% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | +0.09% | -0.22% | |
| 42 | BOH | Bank Of Hawaii CORP | 股票-其他 | 0.57% | +0.03% | -0.33% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.18% | +0.20% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.03% | +67.85% | |
| 45 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.51% | +0.04% | — | |
| 46 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.50% | +0.03% | -5.59% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.50% | -0.02% | -1.92% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.47% | +0.01% | +1.31% | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.46% | +0.02% | — | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.42% | -0.01% | +0.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings Inc | +0.4% | +9.22% | 加仓 |
| 2 | FISV | Fiserv Inc | +0.4% | -0.48% | 减仓 |
| 3 | PCOR | Procore Technologies Inc | +0.4% | NEW | 新建仓 |
| 4 | ADP | Automatic Data Processing | +0.3% | -0.19% | 减仓 |
| 5 | ABBV | Abbvie Inc | +0.3% | +0.01% | 加仓 |
| 6 | PH | Parker Hannifin CORP | +0.3% | -0.57% | 减仓 |
| 7 | EBAY | Ebay Inc | +0.3% | +0.12% | 加仓 |
| 8 | PGR | Progressive CORP | +0.2% | -0.67% | 减仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +67.85% | 加仓 |
| 10 | TEL | TE Connectivity plc | +0.2% | NEW | 新建仓 |
| 11 | AAPL | Apple Inc | +0.1% | -0.83% | 减仓 |
| 12 | WMT | Walmart Inc | +0.1% | -0.60% | 减仓 |
| 13 | GE | General Electric | +0.1% | +0.78% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.21% | 加仓 |
| 15 | GEV | GE Vernova Inc | +0.1% | -1.31% | 减仓 |
| 16 | MCD | Mcdonald's CORP | +0.1% | -0.04% | 减仓 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | +1.31% | 加仓 |
| 18 | HR | Healthcare Realty Trust Inc | +0.1% | +1.92% | 加仓 |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | NEW | 新建仓 |
| 20 | ABT | Abbott Laboratories | +0.1% | +0.41% | 加仓 |
| 21 | KO | Coca-cola Co/the | +0.1% | +0.07% | 加仓 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 不变 |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.70% | 加仓 |
| 24 | RTX | Rtx CORP | 0% | -0.42% | 减仓 |
| 25 | HD | Home Depot Inc | 0% | -0.82% | 减仓 |
| 26 | ORLY | O'reilly Automotive Inc | 0% | -0.69% | 减仓 |
| 27 | JNJ | Johnson & Johnson | 0% | -0.69% | 减仓 |
| 28 | VIOO | Vanguard S&p Small-cap 600 E | 0% | +0.68% | 加仓 |
| 29 | DHR | Danaher CORP | 0% | -0.45% | 减仓 |
| 30 | APD | Air Products & Chemicals Inc | 0% | -1.92% | 减仓 |
| 31 | CB | Chubb Limited | 0% | +0.11% | 加仓 |
| 32 | ECL | Ecolab Inc | 0% | +0.40% | 加仓 |
| 33 | BOH | Bank Of Hawaii CORP | 0% | -0.33% | 减仓 |
| 34 | NTRS | Northern Trust CORP | — | +0.20% | 加仓 |
| 35 | SYK | Stryker CORP | 0% | +0.56% | 加仓 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | — | 不变 |
| 37 | OGN | Organon & Co | -0.1% | -29.90% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +0.04% | 加仓 |
| 39 | PEP | Pepsico Inc | -0.1% | +0.02% | 加仓 |
| 40 | IRM | Iron Mountain Inc | -0.1% | -20.27% | 减仓 |
| 41 | IDXX | Idexx Laboratories Inc | -0.1% | +0.06% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.82% | 加仓 |
| 43 | INTC | Intel CORP | -0.1% | -40.15% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.35% | 减仓 |
| 45 | TEL | TE Connectivity plc | -0.2% | EXIT | 清仓 |
| 46 | XEFRX | Eaton Vance Sr Fltg Rate Tr | -0.3% | -76.60% | 减仓 |
| 47 | EW | Edwards Lifesciences CORP | -0.3% | -5.59% | 减仓 |
| 48 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清仓 |
| 49 | DXCM | Dexcom Inc | -0.8% | +8.65% | 加仓 |
| 50 | MSFT | Microsoft CORP | -1% | -1.06% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Marble Harbor Investment Counsel, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$9.8亿，共申报了 210 个公开持股仓位。
在 Q3 2024 季度，Marble Harbor Investment Counsel, LLC 按市值排列的前三大核心持股分别为：MSFT (7.5%)、AAPL (6.9%)、IRM (4.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.5% 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
PCOR
市值: US$325.3万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$266.2万
在 Q3 2024 季度中，Marble Harbor Investment Counsel, LLC 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 21 个仓位、减仓 22 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 PCOR。 本季清仓仓位包含 LRCXEUR。
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。