HARBOR ADVISORY CORP /MA/
PORTSMOUTH NH · SEC CIK 0001100710
$3.33亿2026Q1 申报市值
79持仓数
41.3%前十大占比 · 第一大 5.8%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPIE 新建仓+$1,209.88万
CSCO 加仓+$435.77万
IJH 加仓+$410.93万
IJR 加仓+$246.00万
MSFT 加仓+$209.85万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$311.89万
VO 减仓-$293.58万
VB 减仓-$278.87万
FLRN 减仓-$164.70万
VOO 减仓-$119.15万
2026Q1 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 | $1,940.30万 | 5.83% | 32,471 | -1,994 | -5.8% | -$119.15万 | 减仓 |
| GOOGL | ALPHABET INC | $1,503.97万 | 4.52% | 52,301 | -10,846 | -17.2% | -$311.89万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1,442.59万 | 4.34% | 322,007 | -4,206 | -1.3% | -$18.84万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,419.11万 | 4.26% | 172,160 | 1,379 | 0.8% | $11.37万 | 加仓 |
| IJH | ISHARES TR | $1,376.75万 | 4.14% | 203,872 | 60,851 | 42.5% | $410.93万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,294.71万 | 3.89% | 239,540 | 5,747 | 2.5% | $31.06万 | 加仓 |
| AMZN | AMAZON COM INC | $1,288.67万 | 3.87% | 61,875 | -2,140 | -3.3% | -$44.57万 | 减仓 |
| IJR | ISHARES TR | $1,224.37万 | 3.68% | 98,493 | 19,789 | 25.1% | $246.00万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,209.88万 | 3.64% | 262,618 | 262,618 | — | $1,209.88万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,058.89万 | 3.18% | 22,097 | -1,680 | -7.1% | -$80.51万 | 减仓 |
| AAPL | APPLE INC | $1,028.92万 | 3.09% | 40,542 | -3,495 | -7.9% | -$88.70万 | 减仓 |
| SOXX | ISHARES TR | $1,021.21万 | 3.07% | 31,072 | -3,273 | -9.5% | -$107.57万 | 减仓 |
| IVV | ISHARES TR | $990.46万 | 2.98% | 15,163 | -1,055 | -6.5% | -$68.91万 | 减仓 |
| VB | VANGUARD INDEX FDS | $876.10万 | 2.63% | 33,449 | -10,647 | -24.1% | -$278.87万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $854.62万 | 2.57% | 236,606 | -13,465 | -5.4% | -$48.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $815.13万 | 2.45% | 22,020 | 5,669 | 34.7% | $209.85万 | 加仓 |
| EEMS | ISHARES INC | $785.63万 | 2.36% | 113,563 | 1,890 | 1.7% | $13.08万 | 加仓 |
| CSCO | CISCO SYS INC | $772.16万 | 2.32% | 99,518 | 56,163 | 129.5% | $435.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $725.35万 | 2.18% | 29,674 | -2,816 | -8.7% | -$68.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $715.77万 | 2.15% | 24,924 | -10,223 | -29.1% | -$293.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $679.10万 | 2.04% | 23,086 | -2,775 | -10.7% | -$81.63万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $565.26万 | 1.70% | 49,445 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $558.63万 | 1.68% | 181,490 | -53,510 | -22.8% | -$164.70万 | 减仓 |
| IBDT | ISHARES TR | $545.30万 | 1.64% | 215,277 | 6,528 | 3.1% | $16.54万 | 加仓 |
| SCZ | ISHARES TR | $516.02万 | 1.55% | 65,811 | 2,316 | 3.6% | $18.16万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $512.79万 | 1.54% | 112,330 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $501.67万 | 1.51% | 178,658 | -3,699 | -2.0% | -$10.39万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $447.68万 | 1.35% | 38,986 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $406.47万 | 1.22% | 26,175 | -1,650 | -5.9% | -$25.62万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $404.96万 | 1.22% | 86,327 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $363.25万 | 1.09% | 16,702 | -2,775 | -14.2% | -$60.35万 | 减仓 |
| IBDU | ISHARES TR | $346.35万 | 1.04% | 148,903 | 23,564 | 18.8% | $54.81万 | 加仓 |
| MRK | MERCK & CO INC | $287.64万 | 0.86% | 23,912 | -537 | -2.2% | -$6.46万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $249.65万 | 0.75% | 24,316 | -2,550 | -9.5% | -$26.18万 | 减仓 |
| IJT | ISHARES TR | $241.45万 | 0.73% | 16,685 | -532 | -3.1% | -$7.70万 | 减仓 |
| EFA | ISHARES TR | $238.87万 | 0.72% | 24,593 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $237.98万 | 0.72% | 14,027 | 1,199 | 9.3% | $20.34万 | 加仓 |
| V | VISA INC | $223.90万 | 0.67% | 7,408 | -539 | -6.8% | -$16.29万 | 减仓 |
| XSD | SPDR SERIES TRUST | $223.85万 | 0.67% | 6,864 | -684 | -9.1% | -$22.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $218.40万 | 0.66% | 10,556 | -32 | -0.3% | -$6,621 | 减仓 |
| IBDS | ISHARES TR | $202.24万 | 0.61% | 83,433 | 7,200 | 9.4% | $17.45万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $185.34万 | 0.56% | 48,443 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $181.95万 | 0.55% | 32,039 | -2,000 | -5.9% | -$11.36万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $169.18万 | 0.51% | 2,743 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $165.28万 | 0.50% | 6,995 | -20 | -0.3% | -$4,726 | 减仓 |
| IBDR | ISHARES TR | $164.57万 | 0.49% | 67,891 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $157.47万 | 0.47% | 4,788 | -32 | -0.7% | -$1.05万 | 减仓 |
| MCD | MCDONALDS CORP | $140.85万 | 0.42% | 4,532 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $138.01万 | 0.41% | 63,049 | 16,163 | 34.5% | $35.38万 | 加仓 |
| DGRO | ISHARES TR | $135.61万 | 0.41% | 19,323 | -5,174 | -21.1% | -$36.31万 | 减仓 |
| GOOG | ALPHABET INC | $131.53万 | 0.40% | 4,585 | -825 | -15.2% | -$23.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $126.18万 | 0.38% | 8,736 | -70 | -0.8% | -$1.01万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $99.89万 | 0.30% | 5,205 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $99.50万 | 0.30% | 20,410 | -167 | -0.8% | -$8,141 | 减仓 |
| PFF | ISHARES TR | $99.24万 | 0.30% | 32,731 | -4,155 | -11.3% | -$12.60万 | 减仓 |
| ACWX | ISHARES TR | $94.45万 | 0.28% | 13,795 | 6,795 | 97.1% | $46.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.44万 | 0.24% | 3,236 | 200 | 6.6% | $4.85万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $75.33万 | 0.23% | 19,061 | -881 | -4.4% | -$3.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $68.49万 | 0.21% | 2,135 | -1,092 | -33.8% | -$35.03万 | 减仓 |
| KO | COCA COLA CO | $53.93万 | 0.16% | 7,092 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.64万 | 0.16% | 794 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $49.04万 | 0.15% | 1,728 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $44.77万 | 0.13% | 1,050 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $43.09万 | 0.13% | 10,745 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $39.31万 | 0.12% | 1,150 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $37.36万 | 0.11% | 428 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $37.19万 | 0.11% | 2,249 | -396 | -15.0% | -$6.55万 | 减仓 |
| AVGO | BROADCOM INC | $36.18万 | 0.11% | 1,169 | -201 | -14.7% | -$6.22万 | 减仓 |
| ASML | ASML HLDG NV | $33.95万 | 0.10% | 257 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $30.13万 | 0.09% | 3,936 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $27.82万 | 0.08% | 255 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $26.57万 | 0.08% | 3,810 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $23.41万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $23.40万 | 0.07% | 7,626 | -924 | -10.8% | -$2.83万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $22.52万 | 0.07% | 2,539 | -2,760 | -52.1% | -$24.48万 | 减仓 |
| IEFA | ISHARES TR | $21.29万 | 0.06% | 2,352 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.65万 | 0.06% | 527 | 527 | — | $20.65万 | 新建仓 |
| ACWI | ISHARES TR | $20.24万 | 0.06% | 1,463 | 1,463 | — | $20.24万 | 新建仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $7.61万 | 0.02% | 15,000 | 15,000 | — | $7.61万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -8,745 | -100.0% | -$40.09万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -584 | -100.0% | -$21.61万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |