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
39 檔
44.4%
Private Harbour Investment Management & Counsel, LLC 在 Q3 2025 季度的美股部位總計估值為 US$8429.5萬，分散於 39 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Private Harbour Investment Management & Counsel, LLC 於 Q3 2025 季度持續回收資金，對 35 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 44.4%，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 | 14.07% | -1.45% | -5.41% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.00% | +1.05% | -12.36% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.80% | +0.44% | -8.56% | |
| 4 | SLV | Ishares Silver Trust | ETF-避險與商品 | 5.01% | -1.13% | -7.49% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 4.85% | -0.68% | -7.44% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.37% | +1.02% | -7.44% | |
| 7 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 4.29% | — | -7.09% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.22% | +0.68% | -7.34% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 3.71% | +1.05% | -4.02% | |
| 10 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 3.51% | — | -6.51% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.01% | +0.73% | -6.53% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.00% | +0.04% | -11.23% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.60% | -0.32% | -2.89% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 2.42% | -0.05% | -5.58% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.24% | +0.22% | -4.26% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.19% | -0.16% | -8.20% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 2.04% | +0.41% | -13.45% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.99% | -1.23% | -6.77% | |
| 19 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.86% | -0.52% | -8.00% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.80% | +0.44% | -6.92% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.78% | -0.06% | -7.35% | |
| 22 | PSQ | Proshares Short Qqq | ETF-其他 | 1.75% | -0.31% | -7.09% | |
| 23 | WCC | Wesco International Inc | 股票-工業 | 1.66% | +0.82% | -7.53% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.50% | +0.07% | -7.82% | |
| 25 | LHX | L3harris Technologies Inc | 股票-工業 | 1.31% | -0.15% | -7.22% | |
| 26 | STE | STERIS plc | 股票-醫療保健 | 1.13% | +0.04% | -8.87% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.09% | -0.16% | -12.34% | |
| 28 | INTC | Intel CORP | 股票-科技 | 1.09% | -1.50% | EXIT | |
| 29 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.07% | +0.05% | -6.74% | |
| 30 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.00% | +0.10% | -4.82% | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.86% | — | -9.34% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.78% | — | -7.37% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.65% | +0.06% | -3.88% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | +0.04% | -8.33% | |
| 35 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.56% | — | -8.16% | |
| 36 | NEM | Newmont CORP | 股票-原物料 | 0.40% | -0.04% | -2.64% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.39% | +0.07% | -15.00% | |
| 38 | AFL | Aflac Inc | 股票-金融 | 0.23% | +0.04% | — | |
| 39 | EPD | Enterprise Products Partners | 股票-能源 | 0.22% | +0.01% | -33.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -12.36% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -7.34% | 減碼 |
| 3 | IAU | Ishares Gold Trust | +1% | -5.41% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.8% | -8.56% | 減碼 |
| 5 | SLV | Ishares Silver Trust | +0.7% | -7.49% | 減碼 |
| 6 | ETN | Eaton Corporation plc | +0.7% | -4.02% | 減碼 |
| 7 | PEP | Pepsico Inc | +0.6% | -8.20% | 加碼 |
| 8 | LHX | L3harris Technologies Inc | +0.3% | -7.22% | 減碼 |
| 9 | GLD | Spdr Gold Shares | +0.2% | -2.89% | 減碼 |
| 10 | WCC | Wesco International Inc | +0.2% | -7.53% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -12.34% | 減碼 |
| 12 | NEM | Newmont CORP | +0.2% | -2.64% | 減碼 |
| 13 | TSLA | Tesla Inc | +0.1% | -15.00% | 減碼 |
| 14 | WMT | Walmart Inc | 0% | -5.58% | 減碼 |
| 15 | AMZN | Amazon.com Inc | 0% | -6.53% | 減碼 |
| 16 | AFL | Aflac Inc | 0% | — | 不變 |
| 17 | VTIP | Vanguard Short-term Tips | -0.1% | -3.88% | 減碼 |
| 18 | AAPL | Apple Inc | -0.1% | -7.44% | 減碼 |
| 19 | WEC | Wec Energy Group Inc | -0.1% | -4.82% | 減碼 |
| 20 | TJX | Tjx Companies Inc | -0.1% | -11.23% | 減碼 |
| 21 | TIP | Ishares Tips Bond ETF | -0.1% | -8.33% | 減碼 |
| 22 | STE | STERIS plc | -0.1% | -8.87% | 減碼 |
| 23 | EPD | Enterprise Products Partners | -0.2% | -33.49% | 減碼 |
| 24 | SYK | Stryker CORP | -0.3% | -7.82% | 減碼 |
| 25 | ABT | Abbott Laboratories | -0.3% | -7.35% | 減碼 |
| 26 | SDS | ProShares UltraShort S&P500 | -0.4% | -8.16% | 減碼 |
| 27 | BDX | Becton Dickinson And Co | -0.5% | -6.74% | 減碼 |
| 28 | CVX | Chevron CORP | -0.5% | -6.77% | 減碼 |
| 29 | STZ | Constellation Brands Inc-a | -0.5% | -9.34% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | -0.6% | -4.26% | 減碼 |
| 31 | ZTS | Zoetis Inc | -0.6% | -8.00% | 減碼 |
| 32 | V | Visa Inc-class A Shares | -0.6% | -13.45% | 減碼 |
| 33 | VRTX | Vertex Pharmaceuticals Inc | -0.8% | -6.92% | 減碼 |
| 34 | PDBC | Invesco Optimum Yield Divers | -0.8% | -7.09% | 減碼 |
| 35 | PSQ | Proshares Short Qqq | -0.9% | -7.09% | 減碼 |
| 36 | XOM | Exxon Mobil CORP | -1% | -7.44% | 減碼 |
| 37 | CHKP | Check Point Software Technologies Ltd. | -1.1% | -6.51% | 減碼 |
| 38 | INTC | Intel CORP | — | NEW | 新建倉 |
| 39 | ADBE | Adobe Inc | — | NEW | 新建倉 |
| 40 | KN | Knowles CORP | — | EXIT | 清倉 |
| 41 | NEOG | Neogen CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Private Harbour Investment Management & Counsel, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$8429.5萬，共申報了 39 個公開持股部位。
在 Q3 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 (14.1%)、NVDA (9.0%)、MSFT (5.8%)。其中最大持股部位 IAU 佔據整體投資組合約 14.1% 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$105.1萬
本季最大獲利了結 / 清倉標的
KN
前期市值: US$38.5萬
在 Q3 2025 季度中，Private Harbour Investment Management & Counsel, LLC 共進行了 40 項持倉異動，包含新建倉 2 個部位、加碼 1 個部位、減碼 35 個部位以及清倉 2 個部位。 其中最大新建倉標的為 INTC。 本季清倉部位包含 KN。
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。