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
37 檔
40.7%
在 Q4 2024 申報期間，Private Harbour Investment Management & Counsel, LLC（CIK: 0001453526）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8429.5萬，共持有 37 個公開申報部位。
數據顯示 Private Harbour Investment Management & Counsel, LLC 於 Q4 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 IAU, NVDA, MSFT）累計市值佔比達 40.7%，是驅動 Private Harbour Investment Management & Counsel, LLC 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 11.27% | -1.45% | -3.73% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.65% | +1.05% | -5.03% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.80% | +0.44% | -5.54% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 5.49% | -0.68% | -4.64% | |
| 5 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 5.40% | — | -8.57% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.39% | +1.02% | -4.81% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.06% | +0.68% | -7.55% | |
| 8 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 3.89% | — | -7.01% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 3.78% | +1.05% | -3.58% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.64% | +0.73% | -4.28% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.24% | +0.04% | -5.58% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.79% | +0.22% | -2.94% | |
| 13 | PSQ | Proshares Short Qqq | ETF-其他 | 2.56% | -0.31% | -4.37% | |
| 14 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.55% | -0.52% | -5.84% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 2.48% | -0.05% | -4.57% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.46% | +0.41% | -4.65% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.25% | +0.44% | -4.16% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.24% | -1.23% | -4.17% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.13% | -0.32% | -0.27% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.82% | -0.06% | -4.33% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.79% | +0.07% | -5.53% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.75% | — | -4.21% | |
| 23 | WCC | Wesco International Inc | 股票-工業 | 1.73% | +0.82% | — | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.65% | -0.16% | -3.19% | |
| 25 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.57% | +0.05% | -3.79% | |
| 26 | STE | STERIS plc | 股票-醫療保健 | 1.17% | +0.04% | -5.10% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 1.10% | -0.15% | -3.15% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | -0.16% | -6.10% | |
| 29 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.97% | +0.10% | -1.94% | |
| 30 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.94% | — | -4.60% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | +0.04% | -10.63% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | +0.06% | — | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.62% | +0.07% | — | |
| 34 | KN | Knowles CORP | 股票-其他 | 0.59% | — | -8.90% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.37% | +0.01% | — | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.23% | +0.04% | — | |
| 37 | NEOG | Neogen CORP | 股票-醫療保健 | 0.16% | — | -1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WCC | Wesco International Inc | +1.7% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.8% | -5.03% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -4.28% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -7.55% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -4.81% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.3% | -4.65% | 減碼 |
| 7 | WMT | Walmart Inc | +0.3% | -4.57% | 減碼 |
| 8 | TSLA | Tesla Inc | +0.2% | — | 不變 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -6.10% | 減碼 |
| 10 | GLD | Spdr Gold Shares | +0.1% | -0.27% | 減碼 |
| 11 | EPD | Enterprise Products Partners | 0% | — | 不變 |
| 12 | TJX | Tjx Companies Inc | 0% | -5.58% | 減碼 |
| 13 | KN | Knowles CORP | 0% | -8.90% | 減碼 |
| 14 | VTIP | Vanguard Short-term Tips | 0% | — | 不變 |
| 15 | ETN | Eaton Corporation plc | 0% | -3.58% | 減碼 |
| 16 | WEC | Wec Energy Group Inc | — | -1.94% | 減碼 |
| 17 | AFL | Aflac Inc | 0% | — | 不變 |
| 18 | ABT | Abbott Laboratories | 0% | -4.33% | 減碼 |
| 19 | SYK | Stryker CORP | 0% | -5.53% | 減碼 |
| 20 | IAU | Ishares Gold Trust | 0% | -3.73% | 減碼 |
| 21 | CVX | Chevron CORP | -0.1% | -4.17% | 減碼 |
| 22 | SDS | ProShares UltraShort S&P500 | -0.1% | -4.60% | 減碼 |
| 23 | NEOG | Neogen CORP | -0.1% | -1.10% | 減碼 |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -2.94% | 減碼 |
| 25 | TIP | Ishares Tips Bond ETF | -0.1% | -10.63% | 減碼 |
| 26 | BDX | Becton Dickinson And Co | -0.1% | -3.79% | 減碼 |
| 27 | LHX | L3harris Technologies Inc | -0.1% | -3.15% | 減碼 |
| 28 | PSQ | Proshares Short Qqq | -0.2% | -4.37% | 減碼 |
| 29 | PEP | Pepsico Inc | -0.2% | -3.19% | 減碼 |
| 30 | MSFT | Microsoft CORP | -0.2% | -5.54% | 減碼 |
| 31 | STE | STERIS plc | -0.2% | -5.10% | 減碼 |
| 32 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -7.01% | 減碼 |
| 33 | NEM | Newmont CORP | -0.3% | EXIT | 清倉 |
| 34 | STZ | Constellation Brands Inc-a | -0.3% | -4.21% | 減碼 |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -4.16% | 減碼 |
| 36 | PDBC | Invesco Optimum Yield Divers | -0.5% | -8.57% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.6% | -4.64% | 減碼 |
| 38 | ZTS | Zoetis Inc | -0.6% | -5.84% | 減碼 |
| 39 | HP5A | Equity Commonwealth | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Private Harbour Investment Management & Counsel, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8429.5萬，共申報了 37 個公開持股部位。
在 Q4 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 (9.7%)、MSFT (5.8%)。其中最大持股部位 IAU 佔據整體投資組合約 11.3% 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
WCC
市值: US$157.6萬
本季最大獲利了結 / 清倉標的
HP5A
前期市值: US$53.7萬
在 Q4 2024 季度中，Private Harbour Investment Management & Counsel, LLC 共進行了 35 項持倉異動，包含新建倉 1 個部位、加碼 0 個部位、減碼 32 個部位以及清倉 2 個部位。 其中最大新建倉標的為 WCC。 本季清倉部位包含 HP5A。
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。