13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0001468792
申報總市值
US$14.3億
US$14.3億
1144 檔
23.1%
Harbor Investment Advisory, LLC 在 Q3 2024 季度的美股部位總計估值為 US$14.3億，分散於 1144 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024 期間，Harbor Investment Advisory, LLC 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
在資產配置集中度方面，Harbor Investment Advisory, LLC 的前 5 大核心持股（包含 MAR, AAPL, AMZN 等）合計佔整體申報市值的 23.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1144 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | 股票-循環性消費 | 13.77% | +0.01% | -0.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.96% | -0.03% | -0.06% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.27% | +0.03% | -0.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.33% | -0.01% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.81% | +0.36% | -0.69% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.41% | -0.19% | -0.00% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.01% | +0.09% | -2.33% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | +0.12% | -0.38% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.27% | -0.14% | -0.62% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | +0.06% | -2.37% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | +0.03% | +0.30% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.11% | +0.03% | -0.86% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | +0.01% | -3.04% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.05% | +0.03% | +1.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | +0.06% | +0.01% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.04% | +1.82% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.93% | -0.01% | +9.98% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.13% | -2.40% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.07% | -2.98% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.84% | -0.25% | +6.38% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | -0.04% | -4.14% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.09% | -0.11% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 0.77% | -0.06% | -1.22% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.76% | -0.01% | +0.25% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | +0.08% | -0.88% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | +0.12% | -2.13% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 0.69% | -0.08% | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | -0.04% | +4.08% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 0.58% | -0.01% | +0.58% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.56% | -0.03% | +22.00% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.56% | +0.02% | — | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.55% | +0.05% | -0.18% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.53% | +0.02% | -4.86% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.53% | EXIT | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.08% | -2.28% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.52% | -0.01% | +1.82% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | -0.07% | -1.40% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | +0.02% | -0.11% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | -0.03% | +38.80% | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.47% | +0.05% | +0.14% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | -0.03% | +0.96% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.43% | +0.01% | -2.39% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.43% | -0.05% | -0.58% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | +0.06% | +915.57% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.42% | +0.03% | -7.30% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.41% | -0.03% | +0.78% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.41% | -0.24% | +2.58% | |
| 48 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.41% | — | +0.00% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | +0.02% | -0.78% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.39% | -0.02% | -9.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.3% | -0.06% | 減碼 |
| 3 | EQIX | Equinix Inc | +0.2% | +414.63% | 加碼 |
| 4 | DLR | Digital Realty Trust Inc | +0.2% | +8952.94% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.00% | 減碼 |
| 6 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +38.80% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | -2.33% | 減碼 |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.98% | 加碼 |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.1% | +6.38% | 加碼 |
| 10 | BX | Blackstone Inc | +0.1% | +0.58% | 加碼 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | +62.02% | 加碼 |
| 12 | BUSA | Brandes US Value ETF | +0.1% | NEW | 新建倉 |
| 13 | NEM | Newmont CORP | +0.1% | +521.82% | 加碼 |
| 14 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.25% | 加碼 |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +22.00% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | -0.62% | 減碼 |
| 17 | SBUX | Starbucks CORP | +0.1% | -4.86% | 減碼 |
| 18 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +23.98% | 加碼 |
| 19 | IWN | Ishares Russell 2000 Value E | +0.1% | +1.16% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -0.11% | 減碼 |
| 21 | WMT | Walmart Inc | +0.1% | +3.23% | 加碼 |
| 22 | AMT | American Tower CORP | +0.1% | +0.78% | 加碼 |
| 23 | CEG | Constellation Energy | +0.1% | +6.20% | 加碼 |
| 24 | TSLA | Tesla Inc | +0.1% | -2.26% | 減碼 |
| 25 | NDAQ | Nasdaq Inc | +0.1% | +23571.43% | 加碼 |
| 26 | HD | Home Depot Inc | 0% | -2.28% | 減碼 |
| 27 | VOE | Vanguard Mid-cap Value ETF | 0% | +1.82% | 加碼 |
| 28 | GLD | Spdr Gold Shares | 0% | +2.58% | 加碼 |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +10.88% | 加碼 |
| 30 | EFA | Ishares Msci Eafe ETF | 0% | +4.08% | 加碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +1.82% | 加碼 |
| 32 | ABBV | Abbvie Inc | 0% | -2.39% | 減碼 |
| 33 | VTV | Vanguard Value ETF | 0% | -0.88% | 減碼 |
| 34 | JNJ | Johnson & Johnson | — | -4.14% | 減碼 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +0.30% | 加碼 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -0.86% | 減碼 |
| 37 | GDX | Vaneck Gold Miners ETF | -0.1% | -62.07% | 減碼 |
| 38 | ARE | Alexandria Real Estate Equit | -0.1% | -63.13% | 減碼 |
| 39 | MRNA | Moderna Inc | -0.1% | -57.01% | 減碼 |
| 40 | FIVE | Five Below | -0.1% | -90.44% | 減碼 |
| 41 | LULU | Lululemon Athletica Inc | -0.1% | -13.63% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -4.39% | 減碼 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +9.89% | 加碼 |
| 44 | ADBE | Adobe Inc | -0.1% | -52.37% | 減碼 |
| 45 | GOOG | Alphabet Inc-cl C | -0.3% | -0.38% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.4% | -0.01% | 減碼 |
| 47 | MAR | Marriott International -cl A | -0.4% | -0.01% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.4% | -0.23% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.69% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Harbor Investment Advisory, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$14.3億，共申報了 1144 個公開持股部位。
在 Q3 2024 季度，Harbor Investment Advisory, LLC 按市值排列的前三大核心持股分別為：MAR (13.8%)、AAPL (8.0%)、AMZN (4.3%)。其中最大持股部位 MAR 佔據整體投資組合約 13.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BLK
市值: US$698.2萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$591.3萬
在 Q3 2024 季度中，Harbor Investment Advisory, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 23 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。