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。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001468792
申報總市值
US$14.3億
US$14.3億
1137 檔
25.5%
根據最新整理的 13F 季度數據集，Harbor Investment Advisory, LLC 於 Q4 2024 結束時的管理資產規模為 US$14.3億。該機構在本季度申報了 1137 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Harbor Investment Advisory, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 28 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
整體而言，Harbor Investment Advisory, LLC 的前 5 大持股（包含 MAR, AAPL, AMZN）貢獻了組合市值的 25.5%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1137 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 | 14.54% | +0.01% | -0.74% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.05% | -0.03% | -0.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.83% | +0.03% | +1.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | -0.33% | +0.51% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.06% | +0.36% | +0.75% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | -0.19% | +3.66% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.63% | +0.09% | -0.74% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.55% | +0.12% | -2.39% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.28% | -0.14% | -0.46% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | +0.03% | +1.13% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | +0.06% | +2.88% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.19% | +0.01% | +1.27% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.18% | -0.01% | +37.49% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.10% | +0.03% | +2.04% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | +0.06% | +1.07% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.04% | +3.93% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.97% | +0.03% | -0.95% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.07% | -1.12% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.82% | -0.25% | +2.91% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.13% | +5.38% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | -0.09% | +1.71% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.73% | +0.12% | +4.30% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 0.69% | -0.08% | -1.39% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | +0.08% | +2.96% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | -0.01% | -0.03% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.04% | -5.11% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.63% | -0.03% | +18.64% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 0.63% | -0.01% | +1.53% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.06% | +2.87% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.56% | +0.02% | -1.01% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.06% | +2.96% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.55% | -0.02% | +40.59% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | -0.04% | +0.00% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.52% | +0.05% | -1.06% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | +0.02% | +1.45% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.07% | -0.30% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.48% | -0.01% | +2.53% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.48% | +0.05% | +3.76% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.48% | -0.03% | +10.64% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.46% | +0.02% | -1.21% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | -0.08% | -1.74% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.53% | EXIT | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.10% | +7.79% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | +0.03% | +105.00% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.02% | -0.89% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.41% | +0.03% | — | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.40% | -0.24% | +3.50% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | -0.03% | +3.79% | |
| 49 | EQIX | Equinix Inc | 股票-房地產 | 0.39% | -0.01% | +38.08% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.39% | -0.05% | -1.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | +0.8% | -0.74% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +1.02% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.3% | +40.59% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.75% | 加碼 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +37.49% | 加碼 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +105.00% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.66% | 加碼 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +65.38% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.1% | +2.96% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +1.27% | 加碼 |
| 11 | EQIX | Equinix Inc | +0.1% | +38.08% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +1.13% | 加碼 |
| 13 | DLR | Digital Realty Trust Inc | +0.1% | +53.73% | 加碼 |
| 14 | AAPL | Apple Inc | +0.1% | -0.70% | 減碼 |
| 15 | ✓ | On Holding AG | +0.1% | NEW | 新建倉 |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +278.26% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -2.39% | 減碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +3.79% | 加碼 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +53.76% | 加碼 |
| 20 | HGER | Harbor Commodity All Weather | +0.1% | +470.70% | 加碼 |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +18.64% | 加碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.08% | 加碼 |
| 23 | VO | Vanguard Mid-cap ETF | +0.1% | +77.34% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +7.79% | 加碼 |
| 25 | PDI | Pimco Dynamic Income Fund | +0.1% | +385.02% | 加碼 |
| 26 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +70.21% | 加碼 |
| 27 | BX | Blackstone Inc | +0.1% | +1.53% | 加碼 |
| 28 | CRM | Salesforce Inc | +0.1% | -1.24% | 減碼 |
| 29 | APO | Apollo Global Management Inc | +0.1% | -1.00% | 減碼 |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +22.08% | 加碼 |
| 31 | NVDA | Nvidia CORP | 0% | -1.12% | 減碼 |
| 32 | VUG | Vanguard Growth ETF | 0% | +1.07% | 加碼 |
| 33 | MA | Mastercard Inc - A | 0% | -0.46% | 減碼 |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.88% | 加碼 |
| 35 | PFE | Pfizer Inc | -0.1% | -62.91% | 減碼 |
| 36 | PLD | Prologis Inc | -0.1% | -25.84% | 減碼 |
| 37 | CCI | Crown Castle Inc | -0.1% | -76.99% | 減碼 |
| 38 | YORW | York Water Co | -0.1% | -59.62% | 減碼 |
| 39 | AMD | Advanced Micro Devices | -0.1% | -46.39% | 減碼 |
| 40 | BDX | Becton Dickinson And Co | -0.1% | -75.69% | 減碼 |
| 41 | MDLZ | Mondelez International Inc-a | -0.1% | -68.76% | 減碼 |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | -0.03% | 減碼 |
| 43 | AMT | American Tower CORP | -0.1% | -7.12% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.1% | +5.38% | 加碼 |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | 清倉 |
| 46 | PEP | Pepsico Inc | -0.1% | -25.96% | 減碼 |
| 47 | REGN | Regeneron Pharmaceuticals | -0.1% | -1.42% | 減碼 |
| 48 | AMGN | Amgen Inc | -0.2% | +2.87% | 加碼 |
| 49 | JNJ | Johnson & Johnson | -0.2% | -5.11% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.4% | -0.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Harbor Investment Advisory, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$14.3億，共申報了 1137 個公開持股部位。
在 Q4 2024 季度，Harbor Investment Advisory, LLC 按市值排列的前三大核心持股分別為：MAR (14.5%)、AAPL (8.1%)、AMZN (4.8%)。其中最大持股部位 MAR 佔據整體投資組合約 14.5% 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
ON HOLDING AG
市值: US$91.5萬
本季最大獲利了結 / 清倉標的
IBDP
前期市值: US$133.6萬
在 Q4 2024 季度中，Harbor Investment Advisory, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 20 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ON HOLDING AG。 本季清倉部位包含 IBDP。
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。