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: 0001275880
申報總市值
US$1.9億
US$1.9億
98 檔
38.0%
Harbour Investment Management LLC 在 Q4 2024 季度的美股部位總計估值為 US$1.9億，分散於 98 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2024 的資金脈絡，Harbour Investment Management LLC 在獲利結算 2 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Harbour Investment Management LLC 的前 5 大核心持股（包含 MSFT, COST, AAPL 等）合計佔整體申報市值的 38.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 11.38% | -0.36% | +5.28% | |
| 2 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 7.89% | -0.65% | -0.04% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.81% | +0.19% | +2.51% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.00% | +0.12% | +2.58% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 3.17% | +0.20% | -0.76% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.12% | +0.44% | +6.32% | |
| 7 | PCAR | Paccar Inc | 股票-工業 | 2.54% | -0.10% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.44% | +0.12% | — | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.41% | +0.12% | -1.48% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.20% | -0.02% | +0.31% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 2.16% | -0.16% | -3.26% | |
| 12 | WM | Waste Management Inc | 股票-工業 | 1.93% | -0.15% | -1.83% | |
| 13 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.90% | +0.06% | -1.68% | |
| 14 | SNA | Snap-on Inc | 股票-工業 | 1.62% | +0.05% | -0.15% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | +0.26% | -0.11% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.56% | -0.06% | — | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.41% | -0.18% | +2.54% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.36% | -0.18% | +0.70% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.34% | -0.12% | +3.40% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.31% | -0.05% | +3.11% | |
| 21 | NSC | Norfolk Southern CORP | 股票-工業 | 1.31% | -0.27% | -5.84% | |
| 22 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.26% | -0.06% | -5.99% | |
| 23 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.25% | -0.11% | -0.26% | |
| 24 | XLB | Ss Materials Select Sector | ETF-其他 | 1.23% | -0.08% | -0.07% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.23% | — | +0.25% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工業 | 1.23% | -0.31% | -0.74% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.19% | +0.18% | -29.35% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.34% | — | |
| 29 | PSCT | Invesco S&p Smallcap Informa | ETF-其他 | 1.12% | +0.33% | -1.40% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.11% | +0.14% | — | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 1.09% | -0.06% | -1.39% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.00% | +0.03% | -0.58% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.98% | -0.14% | -13.78% | |
| 34 | VFH | Vanguard Financials ETF | ETF-其他 | 0.97% | +0.02% | — | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | +0.05% | +5.42% | |
| 36 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.89% | -0.04% | -3.23% | |
| 37 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.88% | -0.05% | — | |
| 38 | SHEL | Shell Plc-adr | 股票-能源 | 0.86% | -0.20% | +1.90% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.83% | -0.01% | -0.99% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.76% | -0.03% | -27.96% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.18% | -5.00% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | -0.09% | -20.22% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.73% | -0.11% | +0.54% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.71% | +0.41% | +246.98% | |
| 45 | COP | Conocophillips | 股票-能源 | 0.70% | -0.24% | +40.05% | |
| 46 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.66% | +0.01% | — | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.62% | +0.05% | +200.00% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.56% | +0.02% | — | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.56% | +0.09% | -23.25% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.55% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.6% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.9% | +6.32% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.7% | +2.58% | 加碼 |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.5% | +246.98% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | +2.51% | 加碼 |
| 6 | RWL | Invesco S&p 500 Revenue ETF | +0.3% | NEW | 新建倉 |
| 7 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.3% | +406.72% | 加碼 |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.3% | NEW | 新建倉 |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.3% | NEW | 新建倉 |
| 10 | MSFT | Microsoft CORP | +0.2% | +5.28% | 加碼 |
| 11 | SNA | Snap-on Inc | +0.2% | -0.15% | 減碼 |
| 12 | GLD | Spdr Gold Shares | +0.2% | NEW | 新建倉 |
| 13 | COST | Costco Wholesale CORP | +0.2% | -0.04% | 減碼 |
| 14 | PCAR | Paccar Inc | +0.2% | — | 不變 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | -0.11% | 減碼 |
| 16 | COP | Conocophillips | +0.2% | +40.05% | 加碼 |
| 17 | V | Visa Inc-class A Shares | +0.2% | +5.42% | 加碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | 新建倉 |
| 19 | NVDA | Nvidia CORP | +0.1% | +25.42% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | NEW | 新建倉 |
| 21 | ADP | Automatic Data Processing | +0.1% | +0.31% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +46.22% | 加碼 |
| 24 | AXP | American Express Co | +0.1% | +20.13% | 加碼 |
| 25 | HD | Home Depot Inc | +0.1% | NEW | 新建倉 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -0.99% | 減碼 |
| 27 | CL | Colgate-palmolive Co | -0.1% | — | 不變 |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -0.58% | 減碼 |
| 29 | BDX | Becton Dickinson And Co | -0.1% | -3.23% | 減碼 |
| 30 | SYK | Stryker CORP | -0.1% | -3.26% | 減碼 |
| 31 | CARR | Carrier Global CORP | -0.1% | EXIT | 清倉 |
| 32 | BMY | Bristol-myers Squibb Co | -0.1% | -20.22% | 減碼 |
| 33 | PSX | Phillips 66 | -0.1% | +0.54% | 加碼 |
| 34 | WM | Waste Management Inc | -0.1% | -1.83% | 減碼 |
| 35 | APD | Air Products & Chemicals Inc | -0.1% | -5.99% | 減碼 |
| 36 | DIS | Walt Disney Co/the | -0.2% | -27.96% | 減碼 |
| 37 | JMST | JPM Ultra-short Muni Income | -0.2% | -23.25% | 減碼 |
| 38 | NSC | Norfolk Southern CORP | -0.2% | -5.84% | 減碼 |
| 39 | SBUX | Starbucks CORP | -0.2% | -1.68% | 減碼 |
| 40 | KVUE | Kenvue Inc | -0.2% | -19.59% | 減碼 |
| 41 | LHX | L3harris Technologies Inc | -0.2% | -0.74% | 減碼 |
| 42 | XLB | Ss Materials Select Sector | -0.2% | -0.07% | 減碼 |
| 43 | KO | Coca-cola Co/the | -0.2% | +0.25% | 加碼 |
| 44 | NEE | Nextera Energy Inc | -0.3% | +0.70% | 加碼 |
| 45 | DHR | Danaher CORP | -0.3% | -1.39% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.3% | -13.78% | 減碼 |
| 47 | IBB | Ishares Biotechnology ETF | -0.3% | -1.48% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.8% | -29.35% | 減碼 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -1.3% | -0.76% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Harbour Investment Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 98 個公開持股部位。
在 Q4 2024 季度，Harbour Investment Management LLC 按市值排列的前三大核心持股分別為：MSFT (11.4%)、COST (7.9%)、AAPL (5.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 11.4% 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$354.8萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$325.4萬
在 Q4 2024 季度中，Harbour Investment Management LLC 共進行了 48 項持倉異動，包含新建倉 9 個部位、加碼 15 個部位、減碼 22 個部位以及清倉 2 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。