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: 0001387130
申報總市值
US$9.8億
US$9.8億
210 檔
25.2%
在 Q3 2024 的 13F 官方備案中，Marble Harbor Investment Counsel, LLC 管理的美股投資組合規模來到 US$9.8億，整體持股檔數為 210 檔。
觀察 Q3 2024 的資金脈絡，Marble Harbor Investment Counsel, LLC 在獲利結算 2 檔個股的同時，將資本重新部署至 3 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 MSFT, AAPL, IRM）累計市值佔比達 25.2%，是驅動 Marble Harbor Investment Counsel, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 210 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 | MSFT | Microsoft CORP | 股票-科技 | 7.48% | -0.32% | -1.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.89% | +0.38% | -0.83% | |
| 3 | IRM | Iron Mountain Inc | 股票-房地產 | 4.55% | +0.46% | -20.27% | |
| 4 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.19% | +0.32% | +0.01% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 4.02% | +0.13% | -0.19% | |
| 6 | FISV | Fiserv Inc | 股票-其他 | 3.55% | -0.22% | -0.48% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.98% | -0.11% | +0.04% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.69% | +1.57% | +0.21% | |
| 9 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.69% | -0.19% | -0.69% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.48% | -0.34% | +0.41% | |
| 11 | EBAY | Ebay Inc | 股票-循環性消費 | 2.31% | +0.42% | +0.12% | |
| 12 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.21% | -0.27% | +0.06% | |
| 13 | PH | Parker Hannifin CORP | 股票-工業 | 2.06% | +0.03% | -0.57% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 2.04% | +0.02% | -0.67% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.98% | +0.09% | +0.70% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.87% | -2.25% | -0.21% | |
| 17 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 1.62% | +0.18% | +1.92% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.62% | -0.25% | +0.02% | |
| 19 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.53% | -0.08% | +9.22% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.40% | -0.30% | -0.60% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.38% | — | +0.07% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 1.34% | -0.32% | +1.36% | |
| 23 | GE | General Electric | 股票-工業 | 1.27% | +0.43% | +0.78% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 1.26% | -0.02% | +0.40% | |
| 25 | NTRS | Northern Trust CORP | 股票-金融 | 1.20% | +0.29% | +0.20% | |
| 26 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.17% | +0.01% | +8.65% | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 1.11% | -0.06% | +0.56% | |
| 28 | PFE | Pfizer Inc | 股票-醫療保健 | 1.07% | -0.26% | -1.14% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | -0.05% | -0.69% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.29% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.08% | — | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.97% | -0.07% | +2.24% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.01% | -0.35% | |
| 34 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.84% | +0.14% | +0.68% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.83% | -0.15% | -0.04% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | -0.03% | +0.10% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.17% | +2.82% | |
| 38 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.68% | — | +40.70% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.68% | -0.01% | -0.45% | |
| 40 | SRCLEUR | Stericycle Inc | 股票-其他 | 0.60% | — | -9.25% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.09% | -0.22% | |
| 42 | BOH | Bank Of Hawaii CORP | 股票-其他 | 0.57% | +0.03% | -0.33% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.18% | +0.20% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.03% | +67.85% | |
| 45 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.51% | +0.04% | — | |
| 46 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.50% | +0.03% | -5.59% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.50% | -0.02% | -1.92% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.47% | +0.01% | +1.31% | |
| 49 | EMR | Emerson Electric Co | 股票-工業 | 0.46% | +0.02% | — | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.42% | -0.01% | +0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings Inc | +0.4% | +9.22% | 加碼 |
| 2 | FISV | Fiserv Inc | +0.4% | -0.48% | 減碼 |
| 3 | PCOR | Procore Technologies Inc | +0.4% | NEW | 新建倉 |
| 4 | ADP | Automatic Data Processing | +0.3% | -0.19% | 減碼 |
| 5 | ABBV | Abbvie Inc | +0.3% | +0.01% | 加碼 |
| 6 | PH | Parker Hannifin CORP | +0.3% | -0.57% | 減碼 |
| 7 | EBAY | Ebay Inc | +0.3% | +0.12% | 加碼 |
| 8 | PGR | Progressive CORP | +0.2% | -0.67% | 減碼 |
| 9 | NVDA | Nvidia CORP | +0.2% | +67.85% | 加碼 |
| 10 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.1% | -0.83% | 減碼 |
| 12 | WMT | Walmart Inc | +0.1% | -0.60% | 減碼 |
| 13 | GE | General Electric | +0.1% | +0.78% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.21% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | -1.31% | 減碼 |
| 16 | MCD | Mcdonald's CORP | +0.1% | -0.04% | 減碼 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | +1.31% | 加碼 |
| 18 | HR | Healthcare Realty Trust Inc | +0.1% | +1.92% | 加碼 |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | NEW | 新建倉 |
| 20 | ABT | Abbott Laboratories | +0.1% | +0.41% | 加碼 |
| 21 | KO | Coca-cola Co/the | +0.1% | +0.07% | 加碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 不變 |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.70% | 加碼 |
| 24 | RTX | Rtx CORP | 0% | -0.42% | 減碼 |
| 25 | HD | Home Depot Inc | 0% | -0.82% | 減碼 |
| 26 | ORLY | O'reilly Automotive Inc | 0% | -0.69% | 減碼 |
| 27 | JNJ | Johnson & Johnson | 0% | -0.69% | 減碼 |
| 28 | VIOO | Vanguard S&p Small-cap 600 E | 0% | +0.68% | 加碼 |
| 29 | DHR | Danaher CORP | 0% | -0.45% | 減碼 |
| 30 | APD | Air Products & Chemicals Inc | 0% | -1.92% | 減碼 |
| 31 | CB | Chubb Limited | 0% | +0.11% | 加碼 |
| 32 | ECL | Ecolab Inc | 0% | +0.40% | 加碼 |
| 33 | BOH | Bank Of Hawaii CORP | 0% | -0.33% | 減碼 |
| 34 | NTRS | Northern Trust CORP | — | +0.20% | 加碼 |
| 35 | SYK | Stryker CORP | 0% | +0.56% | 加碼 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | — | 不變 |
| 37 | OGN | Organon & Co | -0.1% | -29.90% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +0.04% | 加碼 |
| 39 | PEP | Pepsico Inc | -0.1% | +0.02% | 加碼 |
| 40 | IRM | Iron Mountain Inc | -0.1% | -20.27% | 減碼 |
| 41 | IDXX | Idexx Laboratories Inc | -0.1% | +0.06% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.82% | 加碼 |
| 43 | INTC | Intel CORP | -0.1% | -40.15% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.35% | 減碼 |
| 45 | TEL | TE Connectivity plc | -0.2% | EXIT | 清倉 |
| 46 | XEFRX | Eaton Vance Sr Fltg Rate Tr | -0.3% | -76.60% | 減碼 |
| 47 | EW | Edwards Lifesciences CORP | -0.3% | -5.59% | 減碼 |
| 48 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清倉 |
| 49 | DXCM | Dexcom Inc | -0.8% | +8.65% | 加碼 |
| 50 | MSFT | Microsoft CORP | -1% | -1.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Marble Harbor Investment Counsel, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$9.8億，共申報了 210 個公開持股部位。
在 Q3 2024 季度，Marble Harbor Investment Counsel, LLC 按市值排列的前三大核心持股分別為：MSFT (7.5%)、AAPL (6.9%)、IRM (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.5% 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
PCOR
市值: US$325.3萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$266.2萬
在 Q3 2024 季度中，Marble Harbor Investment Counsel, LLC 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 21 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 PCOR。 本季清倉部位包含 LRCXEUR。
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。