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。
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CIK: 0001387130
申報總市值
US$9.8億
US$9.8億
192 檔
22.1%
截至 Q1 2026 季度末，Marble Harbor Investment Counsel, LLC 的美股持倉估值約為 US$9.8億，全數申報部位共有 192 檔。
Q1 2026 的申報記錄反映 Marble Harbor Investment Counsel, LLC 的板塊替換策略：機構本季推動了 54 筆增持與 73 筆減持，籌碼呈現明顯的結構重組。
整體而言，Marble Harbor Investment Counsel, LLC 的前 5 大持股（包含 AAPL, MSFT, ABBV）貢獻了組合市值的 22.1%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.56% | +0.38% | -3.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.62% | -0.32% | -3.77% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.22% | +0.32% | -1.87% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 3.80% | +1.57% | -0.19% | |
| 5 | IRM | Iron Mountain Inc | 股票-房地產 | 3.33% | +0.46% | -4.31% | |
| 6 | EBAY | Ebay Inc | 股票-循環性消費 | 3.08% | +0.42% | -0.30% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.80% | +0.13% | +0.40% | |
| 8 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.73% | -0.19% | -3.76% | |
| 9 | PH | Parker Hannifin CORP | 股票-工業 | 2.65% | +0.03% | -4.32% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.53% | -2.25% | -0.91% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.52% | -0.11% | +0.02% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.28% | +0.09% | +0.19% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.15% | -0.34% | -0.22% | |
| 14 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 2.13% | -0.27% | -4.21% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.93% | -0.30% | -2.41% | |
| 16 | GE | General Electric | 股票-工業 | 1.84% | +0.43% | -1.12% | |
| 17 | EOG | Eog Resources Inc | 股票-能源 | 1.83% | -0.32% | -1.48% | |
| 18 | NTRS | Northern Trust CORP | 股票-金融 | 1.80% | +0.29% | -0.40% | |
| 19 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 1.69% | +0.18% | -0.15% | |
| 20 | FISV | Fiserv Inc | 股票-其他 | 1.53% | -0.22% | +0.69% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | -0.05% | +1.36% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.42% | — | -1.38% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 1.42% | +0.02% | -3.30% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.37% | -0.25% | +0.12% | |
| 25 | PFE | Pfizer Inc | 股票-醫療保健 | 1.35% | -0.26% | -0.20% | |
| 26 | ECL | Ecolab Inc | 股票-原物料 | 1.24% | -0.02% | -0.44% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.17% | -1.89% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 1.10% | -0.03% | -1.74% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.08% | +0.15% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.99% | -0.07% | -0.07% | |
| 31 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.99% | -0.08% | +6.34% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 0.98% | -0.06% | -1.04% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.97% | +0.14% | -4.05% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.29% | -2.32% | |
| 35 | GWRE | Guidewire Software Inc | 股票-科技 | 0.97% | -0.09% | — | |
| 36 | GEV | GE Vernova Inc | 股票-工業 | 0.96% | +0.25% | -0.47% | |
| 37 | TYL | Tyler Technologies Inc | 股票-科技 | 0.95% | -0.13% | — | |
| 38 | BOH | Bank Of Hawaii CORP | 股票-其他 | 0.91% | +0.03% | +1.17% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.01% | +0.75% | |
| 40 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.85% | +0.01% | +1.17% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.82% | -0.15% | -0.40% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.18% | +0.09% | |
| 43 | PCOR | Procore Technologies Inc | 股票-科技 | 0.72% | -0.19% | +6.68% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | +0.03% | -2.86% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | +0.09% | -2.60% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.56% | -0.04% | +0.97% | |
| 47 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.52% | +0.04% | -2.61% | |
| 48 | EMR | Emerson Electric Co | 股票-工業 | 0.52% | +0.02% | -2.11% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.51% | +0.03% | -1.89% | |
| 50 | LRCX | Lam Research CORP | 股票-科技 | 0.50% | +0.38% | -6.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.8% | -0.91% | 減碼 |
| 2 | IRM | Iron Mountain Inc | +0.6% | -4.31% | 減碼 |
| 3 | EOG | Eog Resources Inc | +0.5% | -1.48% | 減碼 |
| 4 | RSMC | Rockefeller US Small-mid Cap | +0.3% | +398.66% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +1.36% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.2% | -0.47% | 減碼 |
| 7 | CVX | Chevron CORP | +0.2% | +0.09% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | -2.41% | 減碼 |
| 9 | PFE | Pfizer Inc | +0.2% | -0.20% | 減碼 |
| 10 | EBAY | Ebay Inc | +0.2% | -0.30% | 減碼 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +0.75% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.1% | +0.12% | 加碼 |
| 13 | KO | Coca-cola Co/the | +0.1% | -1.38% | 減碼 |
| 14 | SHEL | Shell Plc-adr | +0.1% | +0.62% | 加碼 |
| 15 | BOH | Bank Of Hawaii CORP | +0.1% | +1.17% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | -6.06% | 減碼 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | -0.52% | 減碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.19% | 減碼 |
| 19 | NTRS | Northern Trust CORP | +0.1% | -0.40% | 減碼 |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +16.39% | 加碼 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +0.02% | 加碼 |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.19% | 加碼 |
| 23 | NEE | Nextera Energy Inc | 0% | +10.62% | 加碼 |
| 24 | RTX | Rtx CORP | 0% | +0.97% | 加碼 |
| 25 | CAT | Caterpillar Inc | 0% | -8.22% | 減碼 |
| 26 | VB | Vanguard Small-cap ETF | 0% | +6.46% | 加碼 |
| 27 | COST | Costco Wholesale CORP | 0% | -4.04% | 減碼 |
| 28 | ECL | Ecolab Inc | 0% | -0.44% | 減碼 |
| 29 | HR | Healthcare Realty Trust Inc | 0% | -0.15% | 減碼 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | 0% | +45.29% | 加碼 |
| 31 | SGOL | Abrdn Physical Gold Shares | 0% | -0.46% | 減碼 |
| 32 | DUK | Duke Energy CORP | 0% | — | 不變 |
| 33 | SRE | Sempra | 0% | +24.62% | 加碼 |
| 34 | INTC | Intel CORP | 0% | -0.72% | 減碼 |
| 35 | FDX | Fedex CORP | 0% | — | 不變 |
| 36 | CB | Chubb Limited | 0% | -0.98% | 減碼 |
| 37 | SBUX | Starbucks CORP | 0% | +9.07% | 加碼 |
| 38 | MCD | Mcdonald's CORP | 0% | -0.40% | 減碼 |
| 39 | UNP | Union Pacific CORP | 0% | -0.02% | 減碼 |
| 40 | NOC | Northrop Grumman CORP | 0% | -3.54% | 減碼 |
| 41 | TR | Tootsie Roll Inds | 0% | +1.34% | 加碼 |
| 42 | ADI | Analog Devices Inc | 0% | — | 不變 |
| 43 | HON | Honeywell International Inc | 0% | +5.85% | 加碼 |
| 44 | KLAC | Kla CORP | 0% | — | 不變 |
| 45 | AMGN | Amgen Inc | 0% | +5.15% | 加碼 |
| 46 | ITW | Illinois Tool Works | 0% | +8.00% | 加碼 |
| 47 | WEC | Wec Energy Group Inc | 0% | +9.69% | 加碼 |
| 48 | VTWO | Vanguard Russell 2000 ETF | 0% | +4.94% | 加碼 |
| 49 | VIG | Vanguard Dividend Apprec ETF | 0% | +6.32% | 加碼 |
| 50 | AMAT | Applied Materials Inc | 0% | -5.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Marble Harbor Investment Counsel, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$9.8億，共申報了 192 個公開持股部位。
在 Q1 2026 季度，Marble Harbor Investment Counsel, LLC 按市值排列的前三大核心持股分別為：AAPL (6.6%)、MSFT (5.6%)、ABBV (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.6% 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
GWRE
市值: US$896.5萬
本季最大獲利了結 / 清倉標的
FDIQ
前期市值: US$44.2萬
在 Q1 2026 季度中，Marble Harbor Investment Counsel, LLC 共進行了 127 項持倉異動，包含新建倉 9 個部位、加碼 45 個部位、減碼 71 個部位以及清倉 2 個部位。 其中最大新建倉標的為 GWRE。 本季清倉部位包含 FDIQ。
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。