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
37 檔
40.7%
在 Q4 2024 申报期间，Private Harbour Investment Management & Counsel, LLC（CIK: 0001453526）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$8429.5万，共持有 37 个公开申报仓位。
在 Q4 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 32 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, MSFT 等）合计占整体申报市值的 40.7%，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 | 11.27% | -1.45% | -3.73% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.65% | +1.05% | -5.03% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.80% | +0.44% | -5.54% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 5.49% | -0.68% | -4.64% | |
| 5 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 5.40% | — | -8.57% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.39% | +1.02% | -4.81% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.06% | +0.68% | -7.55% | |
| 8 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 3.89% | — | -7.01% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 3.78% | +1.05% | -3.58% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.64% | +0.73% | -4.28% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.24% | +0.04% | -5.58% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.79% | +0.22% | -2.94% | |
| 13 | PSQ | Proshares Short Qqq | ETF-其他 | 2.56% | -0.31% | -4.37% | |
| 14 | ZTS | Zoetis Inc | 股票-医疗保健 | 2.55% | -0.52% | -5.84% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 2.48% | -0.05% | -4.57% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.46% | +0.41% | -4.65% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.25% | +0.44% | -4.16% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.24% | -1.23% | -4.17% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.13% | -0.32% | -0.27% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.82% | -0.06% | -4.33% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.79% | +0.07% | -5.53% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.75% | — | -4.21% | |
| 23 | WCC | Wesco International Inc | 股票-工业 | 1.73% | +0.82% | — | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.65% | -0.16% | -3.19% | |
| 25 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.57% | +0.05% | -3.79% | |
| 26 | STE | STERIS plc | 股票-医疗保健 | 1.17% | +0.04% | -5.10% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工业 | 1.10% | -0.15% | -3.15% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | -0.16% | -6.10% | |
| 29 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.97% | +0.10% | -1.94% | |
| 30 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.94% | — | -4.60% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | +0.04% | -10.63% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | +0.06% | — | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 0.62% | +0.07% | — | |
| 34 | KN | Knowles CORP | 股票-其他 | 0.59% | — | -8.90% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.37% | +0.01% | — | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.23% | +0.04% | — | |
| 37 | NEOG | Neogen CORP | 股票-医疗保健 | 0.16% | — | -1.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WCC | Wesco International Inc | +1.7% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | -5.03% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -4.28% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -7.55% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | -4.81% | 减仓 |
| 6 | V | Visa Inc-class A Shares | +0.3% | -4.65% | 减仓 |
| 7 | WMT | Walmart Inc | +0.3% | -4.57% | 减仓 |
| 8 | TSLA | Tesla Inc | +0.2% | — | 不变 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -6.10% | 减仓 |
| 10 | GLD | Spdr Gold Shares | +0.1% | -0.27% | 减仓 |
| 11 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 12 | TJX | Tjx Companies Inc | 0% | -5.58% | 减仓 |
| 13 | KN | Knowles CORP | 0% | -8.90% | 减仓 |
| 14 | VTIP | Vanguard Short-term Tips | 0% | — | 不变 |
| 15 | ETN | Eaton Corporation plc | 0% | -3.58% | 减仓 |
| 16 | WEC | Wec Energy Group Inc | — | -1.94% | 减仓 |
| 17 | AFL | Aflac Inc | 0% | — | 不变 |
| 18 | ABT | Abbott Laboratories | 0% | -4.33% | 减仓 |
| 19 | SYK | Stryker CORP | 0% | -5.53% | 减仓 |
| 20 | IAU | Ishares Gold Trust | 0% | -3.73% | 减仓 |
| 21 | CVX | Chevron CORP | -0.1% | -4.17% | 减仓 |
| 22 | SDS | ProShares UltraShort S&P500 | -0.1% | -4.60% | 减仓 |
| 23 | NEOG | Neogen CORP | -0.1% | -1.10% | 减仓 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -2.94% | 减仓 |
| 25 | TIP | Ishares Tips Bond ETF | -0.1% | -10.63% | 减仓 |
| 26 | BDX | Becton Dickinson And Co | -0.1% | -3.79% | 减仓 |
| 27 | LHX | L3harris Technologies Inc | -0.1% | -3.15% | 减仓 |
| 28 | PSQ | Proshares Short Qqq | -0.2% | -4.37% | 减仓 |
| 29 | PEP | Pepsico Inc | -0.2% | -3.19% | 减仓 |
| 30 | MSFT | Microsoft CORP | -0.2% | -5.54% | 减仓 |
| 31 | STE | STERIS plc | -0.2% | -5.10% | 减仓 |
| 32 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -7.01% | 减仓 |
| 33 | NEM | Newmont CORP | -0.3% | EXIT | 清仓 |
| 34 | STZ | Constellation Brands Inc-a | -0.3% | -4.21% | 减仓 |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -4.16% | 减仓 |
| 36 | PDBC | Invesco Optimum Yield Divers | -0.5% | -8.57% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.6% | -4.64% | 减仓 |
| 38 | ZTS | Zoetis Inc | -0.6% | -5.84% | 减仓 |
| 39 | HP5A | Equity Commonwealth | -0.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Private Harbour Investment Management & Counsel, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$8429.5万，共申报了 37 个公开持股仓位。
在 Q4 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 (9.7%)、MSFT (5.8%)。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
WCC
市值: US$157.6万
本季最大获利了结 / 清仓标的
HP5A
前期市值: US$53.7万
在 Q4 2024 季度中，Private Harbour Investment Management & Counsel, LLC 共进行了 35 项持仓异动，包含新建仓 1 个仓位、加仓 0 个仓位、减仓 32 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 WCC。 本季清仓仓位包含 HP5A。
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。
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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。