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: 0001453526
申報總市值
US$8429.5萬
US$8429.5萬
38 檔
42.9%
Q3 2024 季度申報顯示，Private Harbour Investment Management & Counsel, LLC 揭露的美股組合總市值為 US$8429.5萬，涵蓋 38 個不同之權益投資部位。
在 Q3 2024，Private Harbour Investment Management & Counsel, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 IAU, NVDA, XOM）占據了總市值的 42.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
AFL
市值: US$22.4萬
本季最大獲利了結 / 清倉標的
LOW
前期市值: US$144.6萬
| # | 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 11.31% | -1.45% | -0.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.85% | +1.05% | -9.74% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.04% | -0.68% | -0.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.03% | +0.44% | -6.28% | |
| 5 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 5.87% | — | -1.14% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.06% | +1.02% | -0.42% | |
| 7 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 4.15% | — | -2.01% | |
| 8 | ETN | Eaton Corporation plc | 股票-工業 | 3.77% | +1.05% | -0.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.70% | +0.68% | -0.63% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.21% | +0.04% | -0.55% | |
| 11 | ZTS | Zoetis Inc | 股票-醫療保健 | 3.12% | -0.52% | -0.24% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.11% | +0.73% | -6.88% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.86% | +0.22% | -0.26% | |
| 14 | PSQ | Proshares Short Qqq | ETF-其他 | 2.72% | -0.31% | -0.03% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.60% | +0.44% | -0.38% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.29% | -1.23% | -0.07% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 2.23% | -0.05% | -1.36% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.16% | +0.41% | -0.59% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.06% | -0.32% | -0.01% | |
| 20 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 2.05% | — | -0.09% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.84% | -0.06% | -0.32% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.84% | -0.16% | -0.41% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.83% | +0.07% | -0.06% | |
| 24 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.66% | +0.05% | -0.08% | |
| 25 | STE | STERIS plc | 股票-醫療保健 | 1.40% | +0.04% | -1.12% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工業 | 1.24% | -0.15% | -0.16% | |
| 27 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.99% | — | -0.02% | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.97% | +0.10% | +0.65% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | -0.16% | -0.44% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.82% | +0.04% | -0.28% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.67% | +0.06% | -1.90% | |
| 32 | HP5A | Equity Commonwealth | 股票-其他 | 0.57% | — | -0.11% | |
| 33 | KN | Knowles CORP | 股票-其他 | 0.56% | — | -0.21% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.39% | +0.07% | — | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.33% | +0.01% | -5.24% | |
| 36 | NEM | Newmont CORP | 股票-原物料 | 0.28% | -0.04% | — | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.24% | +0.04% | — | |
| 38 | NEOG | Neogen CORP | 股票-醫療保健 | 0.21% | — | -0.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1.3% | -0.01% | 減碼 |
| 2 | CHKP | Check Point Software Technologies Ltd. | +0.5% | -2.01% | 減碼 |
| 3 | AAPL | Apple Inc | +0.5% | -0.42% | 減碼 |
| 4 | ZTS | Zoetis Inc | +0.4% | -0.24% | 減碼 |
| 5 | WMT | Walmart Inc | +0.3% | -1.36% | 減碼 |
| 6 | GLD | Spdr Gold Shares | +0.2% | -0.01% | 減碼 |
| 7 | AFL | Aflac Inc | +0.2% | NEW | 新建倉 |
| 8 | ETN | Eaton Corporation plc | +0.2% | -0.19% | 減碼 |
| 9 | TJX | Tjx Companies Inc | +0.2% | -0.55% | 減碼 |
| 10 | WEC | Wec Energy Group Inc | +0.2% | +0.65% | 加碼 |
| 11 | ABT | Abbott Laboratories | +0.2% | -0.32% | 減碼 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | -0.26% | 減碼 |
| 13 | STE | STERIS plc | +0.1% | -1.12% | 減碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -0.16% | 減碼 |
| 15 | SYK | Stryker CORP | +0.1% | -0.06% | 減碼 |
| 16 | TSLA | Tesla Inc | +0.1% | — | 不變 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -0.59% | 減碼 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | -0.16% | 減碼 |
| 19 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 20 | PEP | Pepsico Inc | +0.1% | -0.41% | 減碼 |
| 21 | BDX | Becton Dickinson And Co | +0.1% | -0.08% | 減碼 |
| 22 | TIP | Ishares Tips Bond ETF | 0% | -0.28% | 減碼 |
| 23 | KN | Knowles CORP | 0% | -0.21% | 減碼 |
| 24 | HP5A | Equity Commonwealth | 0% | -0.11% | 減碼 |
| 25 | NEOG | Neogen CORP | 0% | -0.27% | 減碼 |
| 26 | VTIP | Vanguard Short-term Tips | — | -1.90% | 減碼 |
| 27 | STZ | Constellation Brands Inc-a | — | -0.09% | 減碼 |
| 28 | EPD | Enterprise Products Partners | 0% | -5.24% | 減碼 |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 0% | -0.38% | 減碼 |
| 30 | PSQ | Proshares Short Qqq | -0.1% | -0.03% | 減碼 |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -0.44% | 減碼 |
| 32 | SDS | ProShares UltraShort S&P500 | -0.1% | -0.02% | 減碼 |
| 33 | CVX | Chevron CORP | -0.1% | -0.07% | 減碼 |
| 34 | PDBC | Invesco Optimum Yield Divers | -0.3% | -1.14% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -0.3% | -6.88% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.63% | 減碼 |
| 37 | AKX | Ansys Inc | -0.5% | EXIT | 清倉 |
| 38 | MSFT | Microsoft CORP | -0.6% | -6.28% | 減碼 |
| 39 | NVDA | Nvidia CORP | -1.1% | -9.74% | 減碼 |
| 40 | LOW | Lowe's Cos Inc | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Private Harbour Investment Management & Counsel, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8429.5萬，共申報了 38 個公開持股部位。
在 Q3 2024 季度，Private Harbour Investment Management & Counsel, LLC 按市值排列的前三大核心持股分別為：IAU (11.3%)、NVDA (8.8%)、XOM (6.0%)。其中最大持股部位 IAU 佔據整體投資組合約 11.3% 的權重。
在 Q3 2024 季度中，Private Harbour Investment Management & Counsel, LLC 共進行了 38 項持倉異動，包含新建倉 1 個部位、加碼 1 個部位、減碼 34 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AFL。 本季清倉部位包含 LOW。
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。