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
37 檔
48.4%
根據最新整理的 13F 季度數據集，Private Harbour Investment Management & Counsel, LLC 於 Q4 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 37 檔美股持倉，呈現出該時期的主要投資地圖。
Private Harbour Investment Management & Counsel, LLC 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 35 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IAU, NVDA, SLV）占據了總市值的 48.4%，展現出該機構在 Q4 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 | 15.76% | -1.45% | -0.56% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.43% | +1.05% | -7.16% | |
| 3 | SLV | Ishares Silver Trust | ETF-避險與商品 | 7.65% | -1.13% | -0.50% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.43% | +0.44% | -0.68% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.36% | +0.68% | -2.44% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 5.19% | -0.68% | -0.62% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.70% | +1.02% | -0.39% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.19% | +0.73% | -0.33% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 3.18% | +1.05% | -0.10% | |
| 10 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 3.14% | — | -1.26% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.87% | -0.32% | -1.86% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 2.61% | -0.05% | -1.08% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.26% | -0.16% | -0.03% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.11% | +0.22% | -0.12% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.10% | +0.44% | -0.29% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.10% | +0.41% | -0.75% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.97% | -1.23% | -0.13% | |
| 18 | WCC | Wesco International Inc | 股票-工業 | 1.94% | +0.82% | -0.01% | |
| 19 | PSQ | Proshares Short Qqq | ETF-其他 | 1.70% | -0.31% | -1.10% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.68% | -0.06% | -0.31% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.61% | -0.52% | -0.35% | |
| 22 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.60% | +0.12% | — | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.48% | +0.04% | -53.97% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.44% | +0.07% | -0.51% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | -0.16% | -0.69% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工業 | 1.27% | -0.15% | -0.22% | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.21% | -1.50% | EXIT | |
| 28 | STE | STERIS plc | 股票-醫療保健 | 1.16% | +0.04% | -0.79% | |
| 29 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.11% | +0.05% | -0.27% | |
| 30 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.93% | +0.10% | -0.08% | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.89% | — | -0.05% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.64% | +0.06% | +0.20% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.56% | +0.04% | -1.01% | |
| 34 | NEM | Newmont CORP | 股票-原物料 | 0.47% | -0.04% | — | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.40% | +0.07% | — | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.23% | +0.04% | — | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.22% | +0.01% | -5.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +2.6% | -0.50% | 減碼 |
| 2 | IAU | Ishares Gold Trust | +1.7% | -0.56% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.1% | -2.44% | 減碼 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -0.62% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -0.39% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -0.69% | 減碼 |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -0.29% | 減碼 |
| 8 | WCC | Wesco International Inc | +0.3% | -0.01% | 減碼 |
| 9 | GLD | Spdr Gold Shares | +0.3% | -1.86% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | -1.08% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.33% | 減碼 |
| 12 | INTC | Intel CORP | +0.1% | -0.05% | 減碼 |
| 13 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 14 | PEP | Pepsico Inc | +0.1% | -0.03% | 減碼 |
| 15 | V | Visa Inc-class A Shares | +0.1% | -0.75% | 減碼 |
| 16 | BDX | Becton Dickinson And Co | 0% | -0.27% | 減碼 |
| 17 | STZ | Constellation Brands Inc-a | 0% | -0.05% | 減碼 |
| 18 | STE | STERIS plc | 0% | -0.79% | 減碼 |
| 19 | TSLA | Tesla Inc | 0% | — | 不變 |
| 20 | EPD | Enterprise Products Partners | — | -5.04% | 減碼 |
| 21 | AFL | Aflac Inc | — | — | 不變 |
| 22 | VTIP | Vanguard Short-term Tips | 0% | +0.20% | 加碼 |
| 23 | TIP | Ishares Tips Bond ETF | 0% | -1.01% | 減碼 |
| 24 | CVX | Chevron CORP | 0% | -0.13% | 減碼 |
| 25 | LHX | L3harris Technologies Inc | 0% | -0.22% | 減碼 |
| 26 | PSQ | Proshares Short Qqq | -0.1% | -1.10% | 減碼 |
| 27 | SYK | Stryker CORP | -0.1% | -0.51% | 減碼 |
| 28 | WEC | Wec Energy Group Inc | -0.1% | -0.08% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -0.31% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -0.12% | 減碼 |
| 31 | ZTS | Zoetis Inc | -0.3% | -0.35% | 減碼 |
| 32 | MSFT | Microsoft CORP | -0.4% | -0.68% | 減碼 |
| 33 | CHKP | Check Point Software Technologies Ltd. | -0.4% | -1.26% | 減碼 |
| 34 | ETN | Eaton Corporation plc | -0.5% | -0.10% | 減碼 |
| 35 | NVDA | Nvidia CORP | -0.6% | -7.16% | 減碼 |
| 36 | TJX | Tjx Companies Inc | -1.5% | -53.97% | 減碼 |
| 37 | PDBC | Invesco Optimum Yield Divers | — | EXIT | 清倉 |
| 38 | ATR | Aptargroup Inc | — | NEW | 新建倉 |
| 39 | ADBE | Adobe Inc | — | EXIT | 清倉 |
| 40 | SDS | ProShares UltraShort S&P500 | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Private Harbour Investment Management & Counsel, LLC 在 Q4 2025 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 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 (15.8%)、NVDA (8.4%)、SLV (7.7%)。其中最大持股部位 IAU 佔據整體投資組合約 15.8% 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
ATR
市值: US$152.9萬
本季最大獲利了結 / 清倉標的
PDBC
前期市值: US$414.2萬
在 Q4 2025 季度中，Private Harbour Investment Management & Counsel, LLC 共進行了 37 項持倉異動，包含新建倉 1 個部位、加碼 1 個部位、減碼 32 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ATR。 本季清倉部位包含 PDBC。
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。