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
36 檔
45.1%
在 Q1 2026 的 13F 官方备案中，Private Harbour Investment Management & Counsel, LLC 管理的美股投资组合规模来到 US$8429.5万，整体持股档数为 36 档。
在 Q1 2026，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 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，Private Harbour Investment Management & Counsel, LLC 的前 5 大核心持股（包含 IAU, SLV, NVDA 等）合计占整体申报市值的 45.1%，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 | 17.58% | -1.45% | -2.21% | |
| 2 | SLV | Ishares Silver Trust | ETF-避险与商品 | 7.28% | -1.13% | -14.37% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.76% | +1.05% | -18.33% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 5.09% | -0.68% | -33.79% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.06% | +0.68% | -2.12% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.87% | +0.44% | +11.69% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.47% | +1.02% | -2.92% | |
| 8 | ETN | Eaton Corporation plc | 股票-工业 | 3.71% | +1.05% | -1.12% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.19% | -0.32% | -2.70% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 3.01% | -0.05% | -1.56% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.00% | +0.73% | -0.64% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.79% | -1.23% | -0.60% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.55% | -0.16% | -0.55% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.52% | — | -0.86% | |
| 15 | WCC | Wesco International Inc | 股票-工业 | 2.26% | +0.82% | -0.66% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.22% | +0.22% | -0.39% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.15% | +0.44% | -1.19% | |
| 18 | PSQ | Proshares Short Qqq | ETF-其他 | 1.88% | -0.31% | -1.31% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.85% | +0.41% | -2.52% | |
| 20 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.72% | +0.12% | -0.84% | |
| 21 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.58% | +0.04% | -2.18% | |
| 22 | LHX | L3harris Technologies Inc | 股票-工业 | 1.57% | -0.15% | -0.19% | |
| 23 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.55% | -0.52% | -2.66% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.50% | -1.50% | EXIT | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.44% | -0.06% | -0.23% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.40% | +0.07% | -0.38% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | -0.16% | -5.58% | |
| 28 | STE | STERIS plc | 股票-医疗保健 | 1.07% | +0.04% | -0.05% | |
| 29 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.05% | +0.10% | -1.31% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.94% | +0.05% | -0.82% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.68% | +0.06% | — | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.59% | +0.04% | -1.02% | |
| 33 | NEM | Newmont CORP | 股票-原材料 | 0.54% | -0.04% | — | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.33% | +0.07% | -5.88% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.26% | +0.01% | -4.55% | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.24% | +0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1.8% | -2.21% | 减仓 |
| 2 | CVX | Chevron CORP | +0.8% | -0.60% | 减仓 |
| 3 | ETN | Eaton Corporation plc | +0.5% | -1.12% | 减仓 |
| 4 | WMT | Walmart Inc | +0.4% | -1.56% | 减仓 |
| 5 | WCC | Wesco International Inc | +0.3% | -0.66% | 减仓 |
| 6 | GLD | Spdr Gold Shares | +0.3% | -2.70% | 减仓 |
| 7 | LHX | L3harris Technologies Inc | +0.3% | -0.19% | 减仓 |
| 8 | INTC | Intel CORP | +0.3% | -0.95% | 减仓 |
| 9 | PEP | Pepsico Inc | +0.3% | -0.55% | 减仓 |
| 10 | PSQ | Proshares Short Qqq | +0.2% | -1.31% | 减仓 |
| 11 | WEC | Wec Energy Group Inc | +0.1% | -1.31% | 减仓 |
| 12 | ATR | Aptargroup Inc | +0.1% | -0.84% | 减仓 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | -0.39% | 减仓 |
| 14 | TJX | Tjx Companies Inc | +0.1% | -2.18% | 减仓 |
| 15 | NEM | Newmont CORP | +0.1% | — | 不变 |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -1.19% | 减仓 |
| 17 | EPD | Enterprise Products Partners | 0% | -4.55% | 减仓 |
| 18 | VTIP | Vanguard Short-term Tips | 0% | — | 不变 |
| 19 | TIP | Ishares Tips Bond ETF | 0% | -1.02% | 减仓 |
| 20 | AFL | Aflac Inc | 0% | — | 不变 |
| 21 | SYK | Stryker CORP | 0% | -0.38% | 减仓 |
| 22 | ZTS | Zoetis Inc | -0.1% | -2.66% | 减仓 |
| 23 | TSLA | Tesla Inc | -0.1% | -5.88% | 减仓 |
| 24 | STE | STERIS plc | -0.1% | -0.05% | 减仓 |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -33.79% | 减仓 |
| 26 | GOOG | Alphabet Inc-cl C | -0.1% | -5.58% | 减仓 |
| 27 | BDX | Becton Dickinson And Co | -0.2% | -0.82% | 减仓 |
| 28 | AMZN | Amazon.com Inc | -0.2% | -0.64% | 减仓 |
| 29 | AAPL | Apple Inc | -0.2% | -2.92% | 减仓 |
| 30 | ABT | Abbott Laboratories | -0.2% | -0.23% | 减仓 |
| 31 | V | Visa Inc-class A Shares | -0.3% | -2.52% | 减仓 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.12% | 减仓 |
| 33 | SLV | Ishares Silver Trust | -0.4% | -14.37% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.6% | +11.69% | 加仓 |
| 35 | CHKP | Check Point Software Technologies Ltd. | -0.6% | -0.86% | 减仓 |
| 36 | NVDA | Nvidia CORP | -1.7% | -18.33% | 减仓 |
| 37 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Private Harbour Investment Management & Counsel, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$8429.5万，共申报了 36 个公开持股仓位。
在 Q1 2026 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 (17.6%)、SLV (7.3%)、NVDA (6.8%)。其中最大持股仓位 IAU 占据整体投资组合约 17.6% 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。
本季最大获利了结 / 清仓标的
STZ
前期市值: US$85.0万
在 Q1 2026 季度中，Private Harbour Investment Management & Counsel, LLC 共进行了 34 项持仓异动，包含新建仓 0 个仓位、加仓 1 个仓位、减仓 32 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 STZ。
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。