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: 0001453526
申报总市值
US$8429.5万
US$8429.5万
38 檔
42.9%
Q3 2024 季度申报显示，Private Harbour Investment Management & Counsel, LLC 披露的美股组合总市值为 US$8429.5万，涵盖 38 个不同之权益投资仓位。
在 Q3 2024，Private Harbour Investment Management & Counsel, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 2 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，Private Harbour Investment Management & Counsel, LLC 的前 5 大核心持股（包含 IAU, NVDA, XOM 等）合计占整体申报市值的 42.9%，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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 11.31% | -1.45% | -0.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.85% | +1.05% | -9.74% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.04% | -0.68% | -0.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.03% | +0.44% | -6.28% | |
| 5 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 5.87% | — | -1.14% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.06% | +1.02% | -0.42% | |
| 7 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 4.15% | — | -2.01% | |
| 8 | ETN | Eaton Corporation plc | 股票-工业 | 3.77% | +1.05% | -0.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.70% | +0.68% | -0.63% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.21% | +0.04% | -0.55% | |
| 11 | ZTS | Zoetis Inc | 股票-医疗保健 | 3.12% | -0.52% | -0.24% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.11% | +0.73% | -6.88% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.86% | +0.22% | -0.26% | |
| 14 | PSQ | Proshares Short Qqq | ETF-其他 | 2.72% | -0.31% | -0.03% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.60% | +0.44% | -0.38% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.29% | -1.23% | -0.07% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 2.23% | -0.05% | -1.36% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.16% | +0.41% | -0.59% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.06% | -0.32% | -0.01% | |
| 20 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 2.05% | — | -0.09% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.84% | -0.06% | -0.32% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.84% | -0.16% | -0.41% | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 1.83% | +0.07% | -0.06% | |
| 24 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.66% | +0.05% | -0.08% | |
| 25 | STE | STERIS plc | 股票-医疗保健 | 1.40% | +0.04% | -1.12% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工业 | 1.24% | -0.15% | -0.16% | |
| 27 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.99% | — | -0.02% | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.97% | +0.10% | +0.65% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.16% | -0.44% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.82% | +0.04% | -0.28% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.67% | +0.06% | -1.90% | |
| 32 | HP5A | Equity Commonwealth | 股票-其他 | 0.57% | — | -0.11% | |
| 33 | KN | Knowles CORP | 股票-其他 | 0.56% | — | -0.21% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.39% | +0.07% | — | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.33% | +0.01% | -5.24% | |
| 36 | NEM | Newmont CORP | 股票-原材料 | 0.28% | -0.04% | — | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.24% | +0.04% | — | |
| 38 | NEOG | Neogen CORP | 股票-医疗保健 | 0.21% | — | -0.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1.3% | -0.01% | 减仓 |
| 2 | CHKP | Check Point Software Technologies Ltd. | +0.5% | -2.01% | 减仓 |
| 3 | AAPL | Apple Inc | +0.5% | -0.42% | 减仓 |
| 4 | ZTS | Zoetis Inc | +0.4% | -0.24% | 减仓 |
| 5 | WMT | Walmart Inc | +0.3% | -1.36% | 减仓 |
| 6 | GLD | Spdr Gold Shares | +0.2% | -0.01% | 减仓 |
| 7 | AFL | Aflac Inc | +0.2% | NEW | 新建仓 |
| 8 | ETN | Eaton Corporation plc | +0.2% | -0.19% | 减仓 |
| 9 | TJX | Tjx Companies Inc | +0.2% | -0.55% | 减仓 |
| 10 | WEC | Wec Energy Group Inc | +0.2% | +0.65% | 加仓 |
| 11 | ABT | Abbott Laboratories | +0.2% | -0.32% | 减仓 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | -0.26% | 减仓 |
| 13 | STE | STERIS plc | +0.1% | -1.12% | 减仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -0.16% | 减仓 |
| 15 | SYK | Stryker CORP | +0.1% | -0.06% | 减仓 |
| 16 | TSLA | Tesla Inc | +0.1% | — | 不变 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -0.59% | 减仓 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | -0.16% | 减仓 |
| 19 | NEM | Newmont CORP | +0.1% | — | 不变 |
| 20 | PEP | Pepsico Inc | +0.1% | -0.41% | 减仓 |
| 21 | BDX | Becton Dickinson And Co | +0.1% | -0.08% | 减仓 |
| 22 | TIP | Ishares Tips Bond ETF | 0% | -0.28% | 减仓 |
| 23 | KN | Knowles CORP | 0% | -0.21% | 减仓 |
| 24 | HP5A | Equity Commonwealth | 0% | -0.11% | 减仓 |
| 25 | NEOG | Neogen CORP | 0% | -0.27% | 减仓 |
| 26 | VTIP | Vanguard Short-term Tips | — | -1.90% | 减仓 |
| 27 | STZ | Constellation Brands Inc-a | — | -0.09% | 减仓 |
| 28 | EPD | Enterprise Products Partners | 0% | -5.24% | 减仓 |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 0% | -0.38% | 减仓 |
| 30 | PSQ | Proshares Short Qqq | -0.1% | -0.03% | 减仓 |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -0.44% | 减仓 |
| 32 | SDS | ProShares UltraShort S&P500 | -0.1% | -0.02% | 减仓 |
| 33 | CVX | Chevron CORP | -0.1% | -0.07% | 减仓 |
| 34 | PDBC | Invesco Optimum Yield Divers | -0.3% | -1.14% | 减仓 |
| 35 | AMZN | Amazon.com Inc | -0.3% | -6.88% | 减仓 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.63% | 减仓 |
| 37 | AKX | Ansys Inc | -0.5% | EXIT | 清仓 |
| 38 | MSFT | Microsoft CORP | -0.6% | -6.28% | 减仓 |
| 39 | NVDA | Nvidia CORP | -1.1% | -9.74% | 减仓 |
| 40 | LOW | Lowe's Cos Inc | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Private Harbour Investment Management & Counsel, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$8429.5万，共申报了 38 个公开持股仓位。
在 Q3 2024 季度，Private Harbour Investment Management & Counsel, LLC 按市值排列的前三大核心持股分别为：IAU (11.3%)、NVDA (8.8%)、XOM (6.0%)。其中最大持股仓位 IAU 占据整体投资组合约 11.3% 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
AFL
市值: US$22.4万
本季最大获利了结 / 清仓标的
LOW
前期市值: US$144.6万
在 Q3 2024 季度中，Private Harbour Investment Management & Counsel, LLC 共进行了 38 项持仓异动，包含新建仓 1 个仓位、加仓 1 个仓位、减仓 34 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AFL。 本季清仓仓位包含 LOW。
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。