HARVEY CAPITAL MANAGEMENT INC
PALM BEACH FL · SEC CIK 0001119032
$4.86亿2026Q2 申报市值
92持仓数
56.0%前十大占比 · 第一大 16.5%
12 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BBIO 加仓+$607.38万
APH 新建仓+$580.09万
NFLX 新建仓+$491.70万
HALO 加仓+$434.50万
WDAY 新建仓+$295.30万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$531.55万
HD 清仓-$440.12万
INTU 清仓-$410.46万
ORCL 清仓-$387.71万
OKE 减仓-$342.96万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT | $0 | 0.00% | 0 | -13,382 | -100.0% | -$440.12万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -9,493 | -100.0% | -$410.46万 | 清仓 |
| ORCL | ORACLE CORPORATION | $0 | 0.00% | 0 | -26,355 | -100.0% | -$387.71万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -172,660 | -100.0% | -$316.66万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$61.68万 | 清仓 |
| SLV | ISHARES SILVER TRUST ETF | $0 | 0.00% | 0 | -3,670 | -100.0% | -$25.01万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$23.64万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.14万 | 清仓 |
| — | ISHARES ETHEREUM TR | $11.89万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SB | SAFE BULKERS INC | $15.78万 | 0.03% | 25,000 | 5,000 | 25.0% | $3.15万 | 加仓 |
| INMD | INMODE LTD COM ILS0.01 | $19.30万 | 0.04% | 13,200 | 2,000 | 17.9% | $2.92万 | 加仓 |
| IEX | IDEX CORP | $20.43万 | 0.04% | 900 | 900 | — | $20.43万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $20.55万 | 0.04% | 1,300 | 1,300 | — | $20.55万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.80万 | 0.04% | 1,783 | -1,017 | -36.3% | -$11.87万 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS L.P. | $21.02万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION COM U | $21.22万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $22.04万 | 0.05% | 4,150 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INC COM USD | $22.30万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| CSX | C S X CORP | $23.77万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR SP | $23.88万 | 0.05% | 500 | 500 | — | $23.88万 | 新建仓 |
| CVX | CHEVRON CORP | $26.94万 | 0.06% | 1,625 | 0 | 0.0% | — | 不变 |
| XLP | CONSUMER STAPLES SELECT SECTOR | $27.41万 | 0.06% | 3,300 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $28.04万 | 0.06% | 2,598 | -2 | -0.1% | -$216 | 减仓 |
| AMAT | APPLIED MATERIALS | $28.92万 | 0.06% | 400 | 400 | — | $28.92万 | 新建仓 |
| CMBT | CMB.TECH NV | $29.38万 | 0.06% | 21,000 | 6,000 | 40.0% | $8.39万 | 加仓 |
| MRK | MERCK CO INC NEW | $32.09万 | 0.07% | 2,497 | -3 | -0.1% | -$385 | 减仓 |
| QQQ | INVESCO QQQ TR | $36.82万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $37.91万 | 0.08% | 1,998 | -2 | -0.1% | -$379 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $39.03万 | 0.08% | 2,300 | -200 | -8.0% | -$3.39万 | 减仓 |
| XLC | COMMUNICATION SVCS SECTOR ETF | $41.83万 | 0.09% | 3,905 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GRP INC COM USD0.01 | $43.63万 | 0.09% | 872 | -3 | -0.3% | -$1,501 | 减仓 |
| GLW | CORNING INC. | $45.98万 | 0.09% | 1,800 | 300 | 20.0% | $7.66万 | 加仓 |
| CASY | CASEYS GENERAL STORES INC | $47.53万 | 0.10% | 598 | -2 | -0.3% | -$1,590 | 减仓 |
| GLD | SPDR GOLD TRUST | $47.89万 | 0.10% | 1,300 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $50.90万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC COM EUR0.001 | $51.84万 | 0.11% | 999 | -1 | -0.1% | -$519 | 减仓 |
| AVGO | BROADCOM INC | $57.80万 | 0.12% | 1,530 | 1,530 | — | $57.80万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $58.56万 | 0.12% | 2,649 | 2,649 | — | $58.56万 | 新建仓 |
| CIEN | CIENA CORP | $58.87万 | 0.12% | 1,200 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $59.03万 | 0.12% | 631 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $59.31万 | 0.12% | 2,649 | -2,651 | -50.0% | -$59.36万 | 减仓 |
| TNK | TEEKAY TANKERS LTD (BM) COM US | $62.83万 | 0.13% | 9,685 | -300 | -3.0% | -$1.95万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $76.24万 | 0.16% | 999 | -1 | -0.1% | -$763 | 减仓 |
| OKE | ONEOK INC | $81.29万 | 0.17% | 9,350 | -39,448 | -80.8% | -$342.96万 | 减仓 |
| OPRA | OPERA LIMITED SPON ADS EACH RE | $87.00万 | 0.18% | 43,875 | -11,900 | -21.3% | -$23.60万 | 减仓 |
| IVW | ISHARES SP 500/BARRA GROWTH I | $95.93万 | 0.20% | 6,975 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $103.62万 | 0.21% | 2,323 | -100 | -4.1% | -$4.46万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $110.22万 | 0.23% | 3,700 | -10,000 | -73.0% | -$297.89万 | 减仓 |
| XLK | TECHNOLOGY SECTOR ETF | $116.79万 | 0.24% | 6,130 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $123.16万 | 0.25% | 16,080 | -500 | -3.0% | -$3.83万 | 减仓 |
| ABVX | ABIVAX SA- | $123.67万 | 0.25% | 9,280 | 4,980 | 115.8% | $66.36万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $126.96万 | 0.26% | 4,999 | -1 | -0.0% | -$254 | 减仓 |
| VST | VISTRA CORP | $152.92万 | 0.31% | 9,640 | 9,640 | — | $152.92万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $170.92万 | 0.35% | 103,400 | -93,950 | -47.6% | -$155.30万 | 减仓 |
| ADSK | AUTODESK INC | $181.39万 | 0.37% | 9,330 | -335 | -3.5% | -$6.51万 | 减仓 |
| WMT | WALMART STORES INC | $247.90万 | 0.51% | 21,888 | -5,562 | -20.3% | -$63.00万 | 减仓 |
| ABNB | AIRBNB INC COM | $279.90万 | 0.58% | 19,560 | 19,560 | — | $279.90万 | 新建仓 |
| CEG | CONSTELLATION | $285.08万 | 0.59% | 11,478 | 11,478 | — | $285.08万 | 新建仓 |
| NVGS | NAVIGATOR HOLDINGS LTD ORD | $290.18万 | 0.60% | 155,761 | -8,000 | -4.9% | -$14.90万 | 减仓 |
| WDAY | WORKDAY INC | $295.30万 | 0.61% | 24,122 | 24,122 | — | $295.30万 | 新建仓 |
| J | JACOBS SOLUTIONS INC. | $297.01万 | 0.61% | 23,572 | -150 | -0.6% | -$1.89万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $306.42万 | 0.63% | 11,975 | -115 | -1.0% | -$2.94万 | 减仓 |
| MELI | MERCADOLIBRE INC COM USD0.001 | $309.26万 | 0.64% | 1,822 | -28 | -1.5% | -$4.75万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $310.21万 | 0.64% | 4,975 | -5,001 | -50.1% | -$311.83万 | 减仓 |
| ZM | ZOOM VIDEO COMMUNICATIONS INC | $362.98万 | 0.75% | 42,055 | -16,660 | -28.4% | -$143.79万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $387.56万 | 0.80% | 24,983 | -545 | -2.1% | -$8.45万 | 减仓 |
| ARGX | ARGENX SE | $403.21万 | 0.83% | 4,346 | -155 | -3.4% | -$14.38万 | 减仓 |
| CRM | SALESFORCE.COM INC | $417.61万 | 0.86% | 26,657 | -13,552 | -33.7% | -$212.31万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $419.77万 | 0.86% | 46,033 | -4,920 | -9.7% | -$44.87万 | 减仓 |
| NFLX | NETFLIX COM INC | $491.70万 | 1.01% | 68,865 | 68,865 | — | $491.70万 | 新建仓 |
| MA | MASTERCARD INC | $497.94万 | 1.02% | 9,695 | 1,745 | 21.9% | $89.62万 | 加仓 |
| META | META PLATFORMS INC CLASS A COM | $518.23万 | 1.07% | 9,200 | -100 | -1.1% | -$5.63万 | 减仓 |
| IVV | ISHARES SP 500 INDEX ETF | $530.81万 | 1.09% | 7,088 | -50 | -0.7% | -$3.74万 | 减仓 |
| VMC | VULCAN MATERIALS | $547.36万 | 1.13% | 18,554 | -300 | -1.6% | -$8.85万 | 减仓 |
| APH | AMPHENOL CORP CLASS A | $580.09万 | 1.19% | 32,900 | 32,900 | — | $580.09万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $581.63万 | 1.20% | 68,275 | 18,980 | 38.5% | $161.69万 | 加仓 |
| MU | MICRON | $585.57万 | 1.20% | 5,073 | -4,605 | -47.6% | -$531.55万 | 减仓 |
| RYN | RAYONIER INC | $599.24万 | 1.23% | 281,600 | 25,600 | 10.0% | $54.48万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $604.42万 | 1.24% | 106,075 | -1,400 | -1.3% | -$7.98万 | 减仓 |
| GLNG | GOLAR LNG LIMITED COM STK USD1 | $615.92万 | 1.27% | 123,580 | -2,195 | -1.7% | -$10.94万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC COM U | $648.52万 | 1.33% | 26,913 | -8,407 | -23.8% | -$202.58万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $705.07万 | 1.45% | 41,504 | 330 | 0.8% | $5.61万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $752.80万 | 1.55% | 18,127 | -430 | -2.3% | -$17.86万 | 减仓 |
| LLY | LILLY, ELI CO | $754.08万 | 1.55% | 6,287 | -86 | -1.3% | -$10.32万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $764.44万 | 1.57% | 30,580 | 10,322 | 51.0% | $258.03万 | 加仓 |
| V | VISA INC COM | $794.94万 | 1.63% | 23,170 | -407 | -1.7% | -$13.96万 | 减仓 |
| NEM | NEWMONT MNG CORP HLDG CO | $810.90万 | 1.67% | 86,820 | -1,775 | -2.0% | -$16.58万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS | $812.86万 | 1.67% | 14,095 | -395 | -2.7% | -$22.78万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $910.89万 | 1.87% | 73,990 | 17,850 | 31.8% | $219.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $920.97万 | 1.89% | 18,405 | -266 | -1.4% | -$13.31万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA | $1,034.04万 | 2.13% | 138,835 | 81,550 | 142.4% | $607.38万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1,143.63万 | 2.35% | 146,113 | 55,513 | 61.3% | $434.50万 | 加仓 |
| JPM | JP MORGAN CHASE | $1,223.79万 | 2.52% | 37,387 | -190 | -0.5% | -$6.22万 | 减仓 |
| URI | UNITED RENTALS INC | $1,406.82万 | 2.89% | 12,418 | -1,388 | -10.1% | -$157.25万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $1,589.97万 | 3.27% | 44,491 | -7,946 | -15.2% | -$283.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,711.94万 | 3.52% | 45,894 | -393 | -0.8% | -$14.66万 | 减仓 |
| AAPL | APPLE COMPUTER INC | $2,826.03万 | 5.81% | 97,665 | -363 | -0.4% | -$10.50万 | 减仓 |
| AMZN | AMAZON.COM INC | $3,719.13万 | 7.65% | 156,043 | -662 | -0.4% | -$15.78万 | 减仓 |
| GOOG | ALPHABET INC | $4,521.07万 | 9.30% | 127,956 | -1,312 | -1.0% | -$46.36万 | 减仓 |
| NVDA | NVIDIA CORP | $8,041.74万 | 16.54% | 401,906 | -164 | -0.0% | -$3.28万 | 减仓 |