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
36 檔
45.1%
在 Q1 2026 的 13F 官方備案中，Private Harbour Investment Management & Counsel, LLC 管理的美股投資組合規模來到 US$8429.5萬，整體持股檔數為 36 檔。
從 Q1 2026 申報觀察，Private Harbour Investment Management & Counsel, LLC 採取防禦導向的調倉策略，本季減碼 32 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 IAU, SLV, NVDA）累計市值佔比達 45.1%，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 | 17.58% | -1.45% | -2.21% | |
| 2 | SLV | Ishares Silver Trust | ETF-避險與商品 | 7.28% | -1.13% | -14.37% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.76% | +1.05% | -18.33% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 5.09% | -0.68% | -33.79% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.06% | +0.68% | -2.12% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.87% | +0.44% | +11.69% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.47% | +1.02% | -2.92% | |
| 8 | ETN | Eaton Corporation plc | 股票-工業 | 3.71% | +1.05% | -1.12% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.19% | -0.32% | -2.70% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 3.01% | -0.05% | -1.56% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.00% | +0.73% | -0.64% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.79% | -1.23% | -0.60% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.55% | -0.16% | -0.55% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.52% | — | -0.86% | |
| 15 | WCC | Wesco International Inc | 股票-工業 | 2.26% | +0.82% | -0.66% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.22% | +0.22% | -0.39% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.15% | +0.44% | -1.19% | |
| 18 | PSQ | Proshares Short Qqq | ETF-其他 | 1.88% | -0.31% | -1.31% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.85% | +0.41% | -2.52% | |
| 20 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.72% | +0.12% | -0.84% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.58% | +0.04% | -2.18% | |
| 22 | LHX | L3harris Technologies Inc | 股票-工業 | 1.57% | -0.15% | -0.19% | |
| 23 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.55% | -0.52% | -2.66% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.50% | -1.50% | EXIT | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.44% | -0.06% | -0.23% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 1.40% | +0.07% | -0.38% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.28% | -0.16% | -5.58% | |
| 28 | STE | STERIS plc | 股票-醫療保健 | 1.07% | +0.04% | -0.05% | |
| 29 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.05% | +0.10% | -1.31% | |
| 30 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.94% | +0.05% | -0.82% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.68% | +0.06% | — | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.59% | +0.04% | -1.02% | |
| 33 | NEM | Newmont CORP | 股票-原物料 | 0.54% | -0.04% | — | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.33% | +0.07% | -5.88% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.26% | +0.01% | -4.55% | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.24% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1.8% | -2.21% | 減碼 |
| 2 | CVX | Chevron CORP | +0.8% | -0.60% | 減碼 |
| 3 | ETN | Eaton Corporation plc | +0.5% | -1.12% | 減碼 |
| 4 | WMT | Walmart Inc | +0.4% | -1.56% | 減碼 |
| 5 | WCC | Wesco International Inc | +0.3% | -0.66% | 減碼 |
| 6 | GLD | Spdr Gold Shares | +0.3% | -2.70% | 減碼 |
| 7 | LHX | L3harris Technologies Inc | +0.3% | -0.19% | 減碼 |
| 8 | INTC | Intel CORP | +0.3% | -0.95% | 減碼 |
| 9 | PEP | Pepsico Inc | +0.3% | -0.55% | 減碼 |
| 10 | PSQ | Proshares Short Qqq | +0.2% | -1.31% | 減碼 |
| 11 | WEC | Wec Energy Group Inc | +0.1% | -1.31% | 減碼 |
| 12 | ATR | Aptargroup Inc | +0.1% | -0.84% | 減碼 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | -0.39% | 減碼 |
| 14 | TJX | Tjx Companies Inc | +0.1% | -2.18% | 減碼 |
| 15 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -1.19% | 減碼 |
| 17 | EPD | Enterprise Products Partners | 0% | -4.55% | 減碼 |
| 18 | VTIP | Vanguard Short-term Tips | 0% | — | 不變 |
| 19 | TIP | Ishares Tips Bond ETF | 0% | -1.02% | 減碼 |
| 20 | AFL | Aflac Inc | 0% | — | 不變 |
| 21 | SYK | Stryker CORP | 0% | -0.38% | 減碼 |
| 22 | ZTS | Zoetis Inc | -0.1% | -2.66% | 減碼 |
| 23 | TSLA | Tesla Inc | -0.1% | -5.88% | 減碼 |
| 24 | STE | STERIS plc | -0.1% | -0.05% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -33.79% | 減碼 |
| 26 | GOOG | Alphabet Inc-cl C | -0.1% | -5.58% | 減碼 |
| 27 | BDX | Becton Dickinson And Co | -0.2% | -0.82% | 減碼 |
| 28 | AMZN | Amazon.com Inc | -0.2% | -0.64% | 減碼 |
| 29 | AAPL | Apple Inc | -0.2% | -2.92% | 減碼 |
| 30 | ABT | Abbott Laboratories | -0.2% | -0.23% | 減碼 |
| 31 | V | Visa Inc-class A Shares | -0.3% | -2.52% | 減碼 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.12% | 減碼 |
| 33 | SLV | Ishares Silver Trust | -0.4% | -14.37% | 減碼 |
| 34 | MSFT | Microsoft CORP | -0.6% | +11.69% | 加碼 |
| 35 | CHKP | Check Point Software Technologies Ltd. | -0.6% | -0.86% | 減碼 |
| 36 | NVDA | Nvidia CORP | -1.7% | -18.33% | 減碼 |
| 37 | STZ | Constellation Brands Inc-a | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Private Harbour Investment Management & Counsel, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8429.5萬，共申報了 36 個公開持股部位。
在 Q1 2026 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 (17.6%)、SLV (7.3%)、NVDA (6.8%)。其中最大持股部位 IAU 佔據整體投資組合約 17.6% 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。
本季最大獲利了結 / 清倉標的
STZ
前期市值: US$85.0萬
在 Q1 2026 季度中，Private Harbour Investment Management & Counsel, LLC 共進行了 34 項持倉異動，包含新建倉 0 個部位、加碼 1 個部位、減碼 32 個部位以及清倉 1 個部位。 本季清倉部位包含 STZ。
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。