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: 0002003557
申報總市值
US$10.4億
US$10.4億
156 檔
29.1%
Harbour Trust & Investment Management Co 在 Q3 2025 季度的美股部位總計估值為 US$10.4億，分散於 156 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2025 的資金脈絡，Harbour Trust & Investment Management Co 在獲利結算 2 檔個股的同時，將資本重新部署至 1 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, GOOG）累計市值佔比達 29.1%，是驅動 Harbour Trust & Investment Management Co 該季度整體投資組合績效表現的核心支柱。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 15.98% | -0.12% | -2.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.45% | +0.03% | -2.16% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.04% | +0.52% | +0.31% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | +0.01% | -1.05% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.18% | +2.99% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.76% | +0.09% | -1.41% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.46% | -0.48% | +1.20% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | +0.19% | -0.76% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.34% | -0.15% | -0.83% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.33% | -0.12% | -0.13% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.08% | +0.10% | +1.41% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.01% | -0.01% | -0.15% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.69% | -0.37% | -0.35% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 1.59% | -0.14% | -0.10% | |
| 15 | SKOR | Flexshares Credit-scored US | ETF-其他 | 1.58% | -0.12% | +0.86% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 1.58% | -0.15% | -1.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.56% | +0.06% | -3.83% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.52% | -0.14% | +4.37% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.49% | +0.12% | +5.64% | |
| 20 | DE | Deere & Co | 股票-工業 | 1.40% | +0.03% | +2.13% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.34% | -0.20% | +3.57% | |
| 22 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.29% | -0.42% | -1.63% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 1.24% | -0.05% | -0.31% | |
| 24 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 1.21% | -0.06% | +2.00% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.19% | +1.11% | +7.66% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.50% | -1.38% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.08% | -3.06% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.08% | -0.14% | -2.65% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.05% | -0.17% | +3.18% | |
| 30 | WELL | Welltower Inc | 股票-房地產 | 1.01% | +0.02% | -0.88% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.00% | -0.24% | -5.19% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.99% | +0.02% | -3.39% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.91% | -0.09% | -3.27% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | +0.10% | -0.79% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.89% | -0.04% | -3.77% | |
| 36 | CPRT | Copart Inc | 股票-工業 | 0.89% | -0.23% | EXIT | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.87% | -0.14% | +0.63% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.79% | -0.02% | +4.70% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.74% | -0.07% | -5.02% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.74% | -0.23% | EXIT | |
| 41 | ENB | Enbridge Inc | 股票-能源 | 0.72% | -0.05% | -0.97% | |
| 42 | ECL | Ecolab Inc | 股票-原物料 | 0.71% | -0.02% | +1.75% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.06% | -2.72% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | -0.05% | -1.36% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.10% | -0.21% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | -0.02% | +3.19% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.58% | -0.01% | -4.39% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | -0.01% | +0.99% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.53% | +0.01% | -5.16% | |
| 50 | MAS | Masco CORP | 股票-工業 | 0.52% | -0.09% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.4% | -2.63% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | +0.31% | 加碼 |
| 3 | CPRT | Copart Inc | +0.6% | +185.63% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +2.99% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.5% | -3.06% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +4.37% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -1.05% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +5.64% | 加碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +7.66% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.21% | 減碼 |
| 11 | VMC | Vulcan Materials Co | +0.2% | +7.67% | 加碼 |
| 12 | RTX | Rtx CORP | +0.1% | -0.10% | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +3.57% | 加碼 |
| 14 | OEF | Ishares S&p 100 ETF | +0.1% | -1.41% | 減碼 |
| 15 | BX | Blackstone Inc | +0.1% | -0.31% | 加碼 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.79% | 減碼 |
| 17 | COR | Cencora Inc | +0.1% | +10.49% | 加碼 |
| 18 | TLTD | Flexshares Morningstar Devel | +0.1% | +2.00% | 加碼 |
| 19 | XLK | Ss Technology Select Sector | 0% | -1.58% | 減碼 |
| 20 | NEE | Nextera Energy Inc | 0% | +3.18% | 加碼 |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +0.99% | 加碼 |
| 22 | WELL | Welltower Inc | — | -0.88% | 加碼 |
| 23 | BLK | Blackrock Inc | — | -3.27% | 減碼 |
| 24 | XLY | Ss Consumer Disc Select Sect | — | -3.77% | 減碼 |
| 25 | XLC | Ss Comm Select Sector Spdr | 0% | -2.65% | 減碼 |
| 26 | LOW | Lowe's Cos Inc | 0% | +0.63% | 加碼 |
| 27 | DIS | Walt Disney Co/the | 0% | -1.36% | 減碼 |
| 28 | ECL | Ecolab Inc | 0% | +1.75% | 加碼 |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +1.41% | 加碼 |
| 30 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -0.15% | 加碼 |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +4.70% | 加碼 |
| 32 | ENB | Enbridge Inc | -0.1% | -0.97% | 減碼 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.83% | 減碼 |
| 34 | ACN | Accenture plc | -0.1% | -1.22% | 減碼 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.2% | -0.76% | 減碼 |
| 36 | APD | Air Products & Chemicals Inc | -0.2% | -2.47% | 減碼 |
| 37 | ADP | Automatic Data Processing | -0.2% | -9.84% | 減碼 |
| 38 | AAPL | Apple Inc | -0.3% | -2.16% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.3% | -2.09% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.3% | -1.38% | 減碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -4.39% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.4% | -5.19% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.4% | -0.35% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -5.16% | 減碼 |
| 45 | MRSH | Marsh & Mclennan Cos | -0.5% | -1.63% | 加碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.13% | 加碼 |
| 47 | CNI | Canadian Natl Railway Co | -0.9% | -70.96% | 減碼 |
| 48 | SKAA | Skechers USA Inc-cl A | — | EXIT | 清倉 |
| 49 | CMG | Chipotle Mexican Grill Inc | — | NEW | 新建倉 |
| 50 | STZ | Constellation Brands Inc-a | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Harbour Trust & Investment Management Co 在 Q3 2025 季度的美股持倉總市值約為 US$10.4億，共申報了 156 個公開持股部位。
在 Q3 2025 季度，Harbour Trust & Investment Management Co 按市值排列的前三大核心持股分別為：NVDA (16.0%)、AAPL (5.5%)、GOOG (4.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 16.0% 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
CMG
市值: US$396.7萬
本季最大獲利了結 / 清倉標的
SKAA
前期市值: US$434.8萬
在 Q3 2025 季度中，Harbour Trust & Investment Management Co 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 22 個部位、減碼 25 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CMG。 本季清倉部位包含 SKAA。
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。