13F 机构持仓

HARBOR ADVISORY CORP /MA/

PORTSMOUTH NH · SEC CIK 0001100710

2026Q22026Q1 更早 9 个季度 🔒
$3.74亿2026Q2 申报市值
82持仓数
42.5%前十大占比 · 第一大 5.5%
6 / 4新建仓 / 清仓
申报市值走势$3.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 5.5%
IJH 4.7%
GOOGL 4.6%
VGK 4.2%
IJR 4.1%
VWO 4.0%
FTSL 3.9%
AMZN 3.9%
JPIE 3.8%
BRK/B 3.8%

2026Q2 买入最多 按季末市值估算

BRK/B 加仓+$308.89万
JPIE 加仓+$215.38万
IJH 加仓+$194.02万
MU 新建仓+$150.52万
IJR 加仓+$76.82万

2026Q2 卖出最多 按季末市值估算

SOXX 减仓-$787.30万
VOO 减仓-$186.88万
GOOGL 减仓-$166.78万
CSCO 减仓-$149.08万
VB 减仓-$79.60万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
VOO VANGUARD INDEX FDS $2,043.26万5.47%29,750 -2,721-8.4% -$186.88万 减仓
IJH ISHARES TR $1,766.07万4.73%229,033 25,16112.3% $194.02万 加仓
GOOGL ALPHABET INC $1,702.30万4.55%47,634 -4,667-8.9% -$166.78万 减仓
VGK VANGUARD INTL EQUITY INDEX F $1,573.09万4.21%177,670 5,5103.2% $48.79万 加仓
IJR ISHARES TR $1,537.57万4.11%103,673 5,1805.3% $76.82万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,495.41万4.00%250,530 10,9904.6% $65.60万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $1,469.79万3.93%328,444 6,4372.0% $28.81万 加仓
AMZN AMAZON COM INC $1,448.87万3.88%60,790 -1,085-1.8% -$25.86万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $1,424.73万3.81%309,388 46,77017.8% $215.38万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,414.60万3.79%28,270 6,17327.9% $308.89万 加仓
SOXX ISHARES TR $1,203.67万3.22%18,785 -12,287-39.5% -$787.30万 减仓
AAPL APPLE INC $1,142.77万3.06%39,493 -1,049-2.6% -$30.35万 减仓
IVV ISHARES TR $1,115.92万2.99%14,901 -262-1.7% -$19.62万 减仓
CSCO CISCO SYS INC $1,019.86万2.73%86,826 -12,692-12.8% -$149.08万 减仓
VB VANGUARD INDEX FDS $934.31万2.50%30,823 -2,626-7.9% -$79.60万 减仓
EEMS ISHARES INC $882.46万2.36%116,281 2,7182.4% $20.63万 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $873.74万2.34%239,446 2,8401.2% $10.36万 加仓
MSFT MICROSOFT CORP $848.64万2.27%22,750 7303.3% $27.23万 加仓
VO VANGUARD INDEX FDS $780.27万2.09%96,844 -2,852-2.9% -$22.98万 减仓
JNJ JOHNSON & JOHNSON $734.46万1.97%28,919 -755-2.5% -$19.17万 减仓
JPM JPMORGAN CHASE & CO $726.41万1.94%22,192 -894-3.9% -$29.26万 减仓
IVOO VANGUARD ADMIRAL FDS INC $644.76万1.73%49,445 00.0% — 不变
IBDT ISHARES TR $612.51万1.64%242,577 27,30012.7% $68.93万 加仓
SCZ ISHARES TR $582.84万1.56%70,845 5,0347.6% $41.41万 加仓
SPDW SPDR INDEX SHS FDS $566.03万1.51%112,330 00.0% — 不变
FLRN SPDR SERIES TRUST $545.63万1.46%176,865 -4,625-2.5% -$14.27万 减仓
VIOO VANGUARD ADMIRAL FDS INC $527.41万1.41%38,346 -640-1.6% -$8.80万 减仓
SPEM SPDR INDEX SHS FDS $447.00万1.20%86,327 00.0% — 不变
PFE PFIZER INC $411.84万1.10%171,028 -7,630-4.3% -$18.37万 减仓
ABBV ABBVIE INC $411.61万1.10%16,357 -345-2.1% -$8.68万 减仓
XSD SPDR SERIES TRUST $397.61万1.06%6,375 -489-7.1% -$30.50万 减仓
IBDU ISHARES TR $381.71万1.02%164,815 15,91210.7% $36.85万 加仓
PEP PEPSICO INC $344.93万0.92%25,475 -700-2.7% -$9.48万 减仓
MRK MERCK & CO INC $307.27万0.82%23,912 00.0% — 不变
IJT ISHARES TR $297.99万0.80%16,685 00.0% — 不变
EFA ISHARES TR $255.47万0.68%24,593 00.0% — 不变
IBDS ISHARES TR $244.22万0.65%100,833 17,40020.9% $42.14万 加仓
ABT ABBOTT LABORATORIES $220.64万0.59%24,316 00.0% — 不变
EEM ISHARES TR $219.18万0.59%32,039 00.0% — 不变
V VISA INC $211.86万0.57%6,175 -1,233-16.6% -$42.30万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $192.93万0.52%2,743 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $192.22万0.51%48,443 00.0% — 不变
IBDV ISHARES TR $177.69万0.48%81,509 18,46029.3% $40.24万 加仓
— EXXON MOBIL CORP $175.17万0.47%12,812 -1,215-8.7% -$16.61万 减仓
HD HOME DEPOT INC $168.86万0.45%4,788 00.0% — 不变
CVX CHEVRON CORPORATION $164.95万0.44%9,951 -605-5.7% -$10.03万 减仓
IBDR ISHARES TR $164.50万0.44%67,891 00.0% — 不变
LOW LOWES COS INC $154.23万0.41%6,995 00.0% — 不变
MU MICRON TECHNOLOGY INC $150.52万0.40%1,304 1,304— $150.52万 新建仓
DGRO ISHARES TR $142.15万0.38%18,756 -567-2.9% -$4.30万 减仓
GOOG ALPHABET INC $141.33万0.38%4,000 -585-12.8% -$20.67万 减仓
MCD MCDONALDS CORP $122.50万0.33%4,532 00.0% — 不变
PG PROCTER & GAMBLE CO $120.86万0.32%8,242 -494-5.7% -$7.24万 减仓
BAC BANK OF AMER CORP $116.30万0.31%20,410 00.0% — 不变
ACWX ISHARES TR $111.88万0.30%14,700 9056.6% $6.89万 加仓
RSP INVESCO EXCHANGE TRADED FD T $110.75万0.30%5,205 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $91.00万0.24%3,236 00.0% — 不变
AMAT APPLIED MATLS INC $83.14万0.22%1,150 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $73.39万0.20%19,061 00.0% — 不变
PFF ISHARES TR $72.74万0.19%23,858 -8,873-27.1% -$27.05万 减仓
VTI VANGUARD INDEX FDS $71.60万0.19%1,935 -200-9.4% -$7.40万 减仓
IBDW ISHARES TR $65.17万0.17%31,273 31,273— $65.17万 新建仓
GE GE AEROSPACE $64.58万0.17%1,728 00.0% — 不变
HFWA HERITAGE FINL CORP WASH $60.87万0.16%20,550 20,550— $60.87万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $59.29万0.16%794 00.0% — 不变
KO COCA COLA CO $57.64万0.15%7,092 00.0% — 不变
XSOE WISDOMTREE TR $52.84万0.14%10,745 00.0% — 不变
ASML ASML HLDG NV $51.13万0.14%257 00.0% — 不变
GEV GE VERNOVA INC $50.28万0.13%428 00.0% — 不变
PM PHILIP MORRIS INTL INC $40.69万0.11%2,249 00.0% — 不变
GWW WW GRAINGER INC $34.69万0.09%255 00.0% — 不变
SPYM SPDR SERIES TRUST $34.59万0.09%3,936 00.0% — 不变
IEMG ISHARES INC $31.56万0.08%3,810 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $28.72万0.08%2,500 00.0% — 不变
INTC INTEL CORP $26.18万0.07%1,875 1,875— $26.18万 新建仓
SCHD SCHWAB STRATEGIC TR $24.18万0.06%7,626 00.0% — 不变
ACWI ISHARES TR $23.48万0.06%1,496 332.3% $5,180 加仓
LLY ELI LILLY & CO $23.27万0.06%194 00.0% — 重新持有
IEFA ISHARES TR $22.72万0.06%2,352 00.0% — 不变
IWN ISHARES TR $22.65万0.06%1,024 1,024— $22.65万 新建仓
MO ALTRIA GROUP INC $21.25万0.06%2,954 2,954— $21.25万 新建仓
EDD MORGAN STANLEY EMERGING MKTS $8.82万0.02%15,000 00.0% — 不变
IWF ISHARES TR $00.00%0 -4,200-100.0% -$44.77万 清仓
AVGO BROADCOM INC $00.00%0 -1,169-100.0% -$36.18万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -2,539-100.0% -$22.52万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -527-100.0% -$20.65万 清仓