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: 0001453526
申報總市值
US$8429.5萬
US$8429.5萬
41 檔
42.4%
根據最新整理的 13F 季度數據集，Private Harbour Investment Management & Counsel, LLC 於 Q2 2025 結束時的管理資產規模為 US$8429.5萬。該機構在本季度申報了 41 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，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 32 個部位並完全清倉 0 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, MSFT）占據了總市值的 42.4%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 12.75% | -1.45% | -1.03% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.70% | +1.05% | -8.69% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.09% | +0.44% | -0.72% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 5.01% | -0.68% | +2.18% | |
| 5 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 4.48% | — | -1.71% | |
| 6 | SLV | Ishares Silver Trust | ETF-避險與商品 | 4.19% | -1.13% | -0.64% | |
| 7 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 4.02% | — | -3.01% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.81% | +1.02% | -0.82% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 3.68% | +1.05% | -0.93% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.31% | +0.68% | -0.81% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.22% | +0.73% | -1.16% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.88% | +0.04% | -1.34% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | +0.41% | -1.76% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 2.43% | -0.05% | -1.61% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.43% | +0.22% | -0.58% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.30% | -0.32% | -1.29% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.24% | -0.16% | +72.06% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.20% | +0.44% | -0.93% | |
| 19 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.16% | -0.52% | -1.01% | |
| 20 | PSQ | Proshares Short Qqq | ETF-其他 | 2.04% | -0.31% | -0.89% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.97% | -1.23% | -1.22% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.95% | -0.06% | -1.59% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.75% | +0.07% | -1.18% | |
| 24 | WCC | Wesco International Inc | 股票-工業 | 1.57% | +0.82% | -0.77% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.38% | -1.50% | EXIT | |
| 26 | STE | STERIS plc | 股票-醫療保健 | 1.21% | +0.04% | -1.18% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 1.16% | -0.15% | -1.24% | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.15% | — | -1.28% | |
| 29 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.05% | +0.05% | -1.30% | |
| 30 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.95% | +0.10% | -1.02% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.92% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.91% | -0.16% | -0.66% | |
| 33 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.70% | — | -0.99% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.67% | +0.06% | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.62% | +0.04% | -0.92% | |
| 36 | KN | Knowles CORP | 股票-其他 | 0.45% | — | -2.42% | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.34% | +0.01% | -1.88% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.33% | +0.07% | — | |
| 39 | NEM | Newmont CORP | 股票-原物料 | 0.28% | -0.04% | — | |
| 40 | AFL | Aflac Inc | 股票-金融 | 0.22% | +0.04% | — | |
| 41 | NEOG | Neogen CORP | 股票-醫療保健 | 0.05% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -8.69% | 減碼 |
| 2 | INTC | Intel CORP | +1.4% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +1.1% | -0.72% | 減碼 |
| 4 | ADBE | Adobe Inc | +0.9% | NEW | 新建倉 |
| 5 | PEP | Pepsico Inc | +0.7% | +72.06% | 加碼 |
| 6 | ETN | Eaton Corporation plc | +0.6% | -0.93% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -1.16% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.81% | 減碼 |
| 9 | WCC | Wesco International Inc | +0.1% | -0.77% | 減碼 |
| 10 | LHX | L3harris Technologies Inc | +0.1% | -1.24% | 減碼 |
| 11 | WMT | Walmart Inc | +0.1% | -1.61% | 減碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.66% | 減碼 |
| 13 | TSLA | Tesla Inc | 0% | — | 不變 |
| 14 | NEM | Newmont CORP | 0% | — | 不變 |
| 15 | KN | Knowles CORP | 0% | -2.42% | 減碼 |
| 16 | SYK | Stryker CORP | 0% | -1.18% | 減碼 |
| 17 | STE | STERIS plc | 0% | -1.18% | 減碼 |
| 18 | AFL | Aflac Inc | 0% | — | 不變 |
| 19 | VTIP | Vanguard Short-term Tips | 0% | — | 不變 |
| 20 | NEOG | Neogen CORP | -0.1% | — | 不變 |
| 21 | TIP | Ishares Tips Bond ETF | -0.1% | -0.92% | 減碼 |
| 22 | GLD | Spdr Gold Shares | -0.1% | -1.29% | 減碼 |
| 23 | EPD | Enterprise Products Partners | -0.1% | -1.88% | 減碼 |
| 24 | SLV | Ishares Silver Trust | -0.1% | -0.64% | 減碼 |
| 25 | WEC | Wec Energy Group Inc | -0.1% | -1.02% | 減碼 |
| 26 | ABT | Abbott Laboratories | -0.1% | -1.59% | 減碼 |
| 27 | V | Visa Inc-class A Shares | -0.2% | -1.76% | 減碼 |
| 28 | TJX | Tjx Companies Inc | -0.2% | -1.34% | 減碼 |
| 29 | STZ | Constellation Brands Inc-a | -0.3% | -1.28% | 減碼 |
| 30 | SDS | ProShares UltraShort S&P500 | -0.3% | -0.99% | 減碼 |
| 31 | IAU | Ishares Gold Trust | -0.3% | -1.03% | 減碼 |
| 32 | ZTS | Zoetis Inc | -0.3% | -1.01% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.4% | -0.58% | 減碼 |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -0.93% | 減碼 |
| 35 | BDX | Becton Dickinson And Co | -0.5% | -1.30% | 減碼 |
| 36 | CVX | Chevron CORP | -0.5% | -1.22% | 減碼 |
| 37 | CHKP | Check Point Software Technologies Ltd. | -0.6% | -3.01% | 減碼 |
| 38 | PSQ | Proshares Short Qqq | -0.6% | -0.89% | 減碼 |
| 39 | PDBC | Invesco Optimum Yield Divers | -0.6% | -1.71% | 減碼 |
| 40 | AAPL | Apple Inc | -0.6% | -0.82% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.8% | +2.18% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Private Harbour Investment Management & Counsel, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$8429.5萬，共申報了 41 個公開持股部位。
在 Q2 2025 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 (12.8%)、NVDA (8.7%)、MSFT (6.1%)。其中最大持股部位 IAU 佔據整體投資組合約 12.8% 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
INTC
市值: US$133.0萬
本季最大獲利了結 / 清倉標的
IAU
前期市值: US$1176.0萬
在 Q2 2025 季度中，Private Harbour Investment Management & Counsel, LLC 共進行了 36 項持倉異動，包含新建倉 2 個部位、加碼 2 個部位、減碼 32 個部位以及清倉 0 個部位。 其中最大新建倉標的為 INTC。
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。