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
154 檔
30.2%
根據最新整理的 13F 季度數據集，Harbour Trust & Investment Management Co 於 Q4 2025 結束時的管理資產規模為 US$10.4億。該機構在本季度申報了 154 檔美股持倉，呈現出該時期的主要投資地圖。
Harbour Trust & Investment Management Co 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 30 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, GOOG）占據了總市值的 30.2%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ALB
市值: US$30.9萬
本季最大獲利了結 / 清倉標的
COP
前期市值: US$31.3萬
| # | 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 | 15.49% | -0.12% | -1.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.61% | +0.03% | -2.33% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.12% | +0.52% | -0.50% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | +0.01% | +0.64% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.81% | +0.09% | +0.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.18% | +7.03% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.59% | -0.48% | +14.43% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.47% | -0.15% | +6.73% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | +0.19% | +0.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.40% | -0.12% | +4.05% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.13% | +0.10% | +2.61% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.07% | -0.01% | -0.38% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.95% | +0.12% | +26.48% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.87% | -0.14% | +38.52% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.77% | -0.14% | +3.42% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.67% | -0.37% | -0.91% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 1.59% | -0.15% | +7.67% | |
| 18 | SKOR | Flexshares Credit-scored US | ETF-其他 | 1.56% | -0.12% | +0.19% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | +0.06% | -3.60% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.45% | +0.33% | +157.72% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.44% | -0.20% | +2.16% | |
| 22 | DE | Deere & Co | 股票-工業 | 1.43% | +0.03% | +1.03% | |
| 23 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 1.30% | -0.06% | +4.24% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -0.50% | -0.13% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.17% | -0.17% | +6.56% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.17% | -0.42% | -0.62% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.14% | +1.11% | +7.82% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 1.14% | -0.05% | +2.69% | |
| 29 | WELL | Welltower Inc | 股票-房地產 | 1.03% | +0.02% | -0.02% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.00% | -0.14% | -5.09% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.98% | +0.02% | -0.51% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.95% | -0.24% | -5.39% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.10% | +0.20% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.87% | -0.07% | -0.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.10% | -1.01% | |
| 36 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.83% | -0.14% | +0.83% | |
| 37 | BLK | Blackrock Inc | 股票-金融 | 0.82% | -0.09% | -0.86% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.80% | -0.02% | +2.21% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.77% | -0.04% | +74.87% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | -0.06% | -0.31% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.08% | -6.58% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.71% | -0.23% | EXIT | |
| 43 | ECL | Ecolab Inc | 股票-原物料 | 0.69% | -0.02% | +4.05% | |
| 44 | ENB | Enbridge Inc | 股票-能源 | 0.64% | -0.05% | -5.15% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | -0.02% | +1.24% | |
| 46 | CPRT | Copart Inc | 股票-工業 | 0.58% | -0.23% | EXIT | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | -0.01% | -1.00% | |
| 48 | COR | Cencora Inc | 股票-醫療保健 | 0.52% | -0.10% | +4.07% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | -0.03% | +0.54% | |
| 50 | SYY | Sysco CORP | 股票-非循環性消費 | 0.45% | +0.03% | +0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -0.50% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +1% | +157.72% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +26.48% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +38.52% | 加碼 |
| 5 | RTX | Rtx CORP | +0.2% | +3.42% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.01% | 減碼 |
| 7 | AAPL | Apple Inc | +0.2% | -2.33% | 減碼 |
| 8 | MA | Mastercard Inc - A | +0.1% | +6.73% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +14.43% | 加碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.35% | 減碼 |
| 11 | NEE | Nextera Energy Inc | +0.1% | +6.56% | 加碼 |
| 12 | TJX | Tjx Companies Inc | +0.1% | +2.16% | 加碼 |
| 13 | TLTD | Flexshares Morningstar Devel | +0.1% | +4.24% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.05% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.31% | 減碼 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.13% | 減碼 |
| 17 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | -0.38% | 減碼 |
| 18 | OEF | Ishares S&p 100 ETF | +0.1% | +0.24% | 加碼 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.61% | 加碼 |
| 20 | COR | Cencora Inc | +0.1% | +4.07% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.64% | 加碼 |
| 22 | CMI | Cummins Inc | 0% | -1.36% | 減碼 |
| 23 | DE | Deere & Co | 0% | +1.03% | 加碼 |
| 24 | WELL | Welltower Inc | 0% | -0.02% | 減碼 |
| 25 | SYK | Stryker CORP | 0% | +7.67% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | 0% | -10.23% | 減碼 |
| 27 | GIS | General Mills Inc | 0% | -46.52% | 減碼 |
| 28 | CNI | Canadian Natl Railway Co | -0.1% | -22.16% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -1.88% | 減碼 |
| 30 | PEP | Pepsico Inc | -0.1% | -5.39% | 減碼 |
| 31 | SYY | Sysco CORP | -0.1% | +0.72% | 加碼 |
| 32 | ADP | Automatic Data Processing | -0.1% | -2.02% | 減碼 |
| 33 | MAS | Masco CORP | -0.1% | -2.89% | 減碼 |
| 34 | ENB | Enbridge Inc | -0.1% | -5.15% | 減碼 |
| 35 | XLC | Ss Comm Select Sector Spdr | -0.1% | -5.09% | 減碼 |
| 36 | BLK | Blackrock Inc | -0.1% | -0.86% | 減碼 |
| 37 | BX | Blackstone Inc | -0.1% | +2.69% | 加碼 |
| 38 | APD | Air Products & Chemicals Inc | -0.1% | -12.31% | 減碼 |
| 39 | XLY | Ss Consumer Disc Select Sect | -0.1% | +74.87% | 加碼 |
| 40 | EOG | Eog Resources Inc | -0.1% | -21.12% | 減碼 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.1% | -0.62% | 減碼 |
| 42 | CPRT | Copart Inc | -0.3% | -24.21% | 減碼 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -60.91% | 減碼 |
| 44 | CMG | Chipotle Mexican Grill Inc | -0.4% | -90.94% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.4% | -6.58% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | -84.71% | 減碼 |
| 47 | DIS | Walt Disney Co/the | -0.5% | -65.85% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.5% | -1.71% | 減碼 |
| 49 | COP | Conocophillips | — | EXIT | 清倉 |
| 50 | ALB | Albemarle CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Harbour Trust & Investment Management Co 在 Q4 2025 季度的美股持倉總市值約為 US$10.4億，共申報了 154 個公開持股部位。
在 Q4 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 (15.5%)、AAPL (5.6%)、GOOG (5.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 15.5% 的權重。
在 Q4 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 19 個部位、減碼 29 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ALB。 本季清倉部位包含 COP。
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。
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。
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。