HARBOR INVESTMENT ADVISORY, LLC
LUTHERVILLE MD · SEC CIK 0001468792
$12.71亿2026Q1 申报市值
1,232持仓数
38.3%前十大占比 · 第一大 13.7%
146 / 131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
SILJ 加仓+$281.06万
RISR 加仓+$191.04万
JSI 加仓+$171.38万
VTV 加仓+$157.02万
RSP 加仓+$129.97万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$8,280.20万
HUBS 清仓-$3,593.48万
MSFT 减仓-$2,113.53万
AMZN 减仓-$1,640.98万
MAR 减仓-$1,061.60万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -89,546 | -100.0% | -$3,593.48万 | 清仓 |
| HLI | HOULIHAN LOKEY INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $0 | 0.00% | 0 | -13,919 | -100.0% | -$61.81万 | 清仓 |
| PTC | PTC INC COM | $0 | 0.00% | 0 | -2,575 | -100.0% | -$44.86万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,770 | -100.0% | -$32.53万 | 清仓 |
| SHAK | SHAKE SHACK INC CL A | $0 | 0.00% | 0 | -3,875 | -100.0% | -$31.45万 | 清仓 |
| GLD | SPDR GOLD SHARES 看涨期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$27.74万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $0 | 0.00% | 0 | -8,666 | -100.0% | -$23.86万 | 清仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $0 | 0.00% | 0 | -1,790 | -100.0% | -$20.84万 | 清仓 |
| RDDT | REDDIT INC CL A | $0 | 0.00% | 0 | -750 | -100.0% | -$17.24万 | 清仓 |
| RBC | RBC BEARINGS INC COM | $0 | 0.00% | 0 | -327 | -100.0% | -$14.66万 | 清仓 |
| HEI/A | HEICO CORP NEW CL A | $0 | 0.00% | 0 | -539 | -100.0% | -$13.61万 | 清仓 |
| HLNE | HAMILTON LANE INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAYW | HAYWARD HLDGS INC COM | $0 | 0.00% | 0 | -7,842 | -100.0% | -$12.12万 | 清仓 |
| NOVT | NOVANTA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CWST | CASELLA WASTE SYS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSGX | DESCARTES SYS GROUP INC COM | $0 | 0.00% | 0 | -1,273 | -100.0% | -$11.16万 | 清仓 |
| APPF | APPFOLIO INC COM CL A | $0 | 0.00% | 0 | -467 | -100.0% | -$10.86万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEDP | MEDPACE HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRF | INVESCO RAFI US 1000 ETF | $0 | 0.00% | 0 | -2,083 | -100.0% | -$9.77万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -1,343 | -100.0% | -$9.77万 | 清仓 |
| CSW | CSW INDUSTRIALS INC COM | $0 | 0.00% | 0 | -314 | -100.0% | -$9.22万 | 清仓 |
| RDW | REDWIRE CORPORATION COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNM | CORE & MAIN INC CL A | $0 | 0.00% | 0 | -1,703 | -100.0% | -$8.85万 | 清仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $0 | 0.00% | 0 | -1,196 | -100.0% | -$8.81万 | 清仓 |
| AGYS | AGILYSYS INC COM | $0 | 0.00% | 0 | -695 | -100.0% | -$8.26万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FND | FLOOR & DECOR HLDGS INC CL A | $0 | 0.00% | 0 | -1,291 | -100.0% | -$7.86万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -394 | -100.0% | -$7.70万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LB | LANDBRIDGE COMPANY LLC CL A | $0 | 0.00% | 0 | -1,521 | -100.0% | -$7.45万 | 清仓 |
| BMI | BADGER METER INC COM | $0 | 0.00% | 0 | -416 | -100.0% | -$7.26万 | 清仓 |
| EXP | EAGLE MATLS INC COM | $0 | 0.00% | 0 | -348 | -100.0% | -$7.19万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $0 | 0.00% | 0 | -565 | -100.0% | -$7.04万 | 清仓 |
| ONON | ON HLDG AG NAMEN AKT A 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$6.97万 | 清仓 |
| ONTO | ONTO INNOVATION INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLOW | DOUGLAS DYNAMICS INC COM | $0 | 0.00% | 0 | -1,922 | -100.0% | -$6.28万 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -732 | -100.0% | -$6.13万 | 清仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,386 | -100.0% | -$5.48万 | 清仓 |
| INDY | ISHARES INDIA 50 ETF | $0 | 0.00% | 0 | -1,100 | -100.0% | -$5.42万 | 清仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -759 | -100.0% | -$5.20万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $0 | 0.00% | 0 | -197 | -100.0% | -$5.12万 | 清仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $0 | 0.00% | 0 | -1,987 | -100.0% | -$5.12万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INCOM COM | $0 | 0.00% | 0 | -3,400 | -100.0% | -$5.00万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $0 | 0.00% | 0 | -615 | -100.0% | -$4.99万 | 清仓 |
| KAI | KADANT INC COM | $0 | 0.00% | 0 | -174 | -100.0% | -$4.96万 | 清仓 |
| MSCI | MSCI INC COM | $0 | 0.00% | 0 | -82 | -100.0% | -$4.70万 | 清仓 |
| HQY | HEALTHEQUITY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MORN | MORNINGSTAR INC COM | $0 | 0.00% | 0 | -197 | -100.0% | -$4.28万 | 清仓 |
| SSD | SIMPSON MFG INC COM | $0 | 0.00% | 0 | -255 | -100.0% | -$4.12万 | 清仓 |
| XMTR | XOMETRY INC CLASS A COM | $0 | 0.00% | 0 | -669 | -100.0% | -$3.98万 | 清仓 |
| MCK | MCKESSON CORP COM | $0 | 0.00% | 0 | -45 | -100.0% | -$3.69万 | 清仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $0 | 0.00% | 0 | -383 | -100.0% | -$3.53万 | 清仓 |
| HRL | HORMEL FOODS CORP COM | $0 | 0.00% | 0 | -1,480 | -100.0% | -$3.51万 | 清仓 |
| IRM | IRON MTN INC DEL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTAN | SERVICETITAN INC SHS CL A | $0 | 0.00% | 0 | -324 | -100.0% | -$3.45万 | 清仓 |
| ENSG | ENSIGN GROUP INC COM | $0 | 0.00% | 0 | -194 | -100.0% | -$3.38万 | 清仓 |
| FTI | TECHNIPFMC PLC COM | $0 | 0.00% | 0 | -724 | -100.0% | -$3.23万 | 清仓 |
| MGC | VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | -122 | -100.0% | -$3.06万 | 清仓 |
| KBH | KB HOME COM | $0 | 0.00% | 0 | -500 | -100.0% | -$2.82万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$2.81万 | 清仓 |
| USB | US BANCORP DEL COM NEW | $0 | 0.00% | 0 | -435 | -100.0% | -$2.32万 | 清仓 |
| — | VIRTUS LIFESCI BIOTECH PRODUCTS ETF | $0 | 0.00% | 0 | -275 | -100.0% | -$2.20万 | 清仓 |
| CR | CRANE COMPANY COMMON STOCK | $0 | 0.00% | 0 | -118 | -100.0% | -$2.18万 | 清仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $0 | 0.00% | 0 | -417 | -100.0% | -$2.08万 | 清仓 |
| JBTM | JBT MAREL CORPORATION COM | $0 | 0.00% | 0 | -132 | -100.0% | -$1.99万 | 清仓 |
| CAG | CONAGRA BRANDS INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.73万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1.72万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $0 | 0.00% | 0 | -11 | -100.0% | -$1.53万 | 清仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $0 | 0.00% | 0 | -234 | -100.0% | -$1.52万 | 清仓 |
| ATO | ATMOS ENERGY CORP COM | $0 | 0.00% | 0 | -86 | -100.0% | -$1.44万 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $0 | 0.00% | 0 | -223 | -100.0% | -$1.34万 | 清仓 |
| TPR | TAPESTRY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -458 | -100.0% | -$1.22万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -65 | -100.0% | -$1.18万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -142 | -100.0% | -$1.13万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $0 | 0.00% | 0 | -557 | -100.0% | -$1.10万 | 清仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $0 | 0.00% | 0 | -99 | -100.0% | -$1.09万 | 清仓 |
| IT | GARTNER INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1.01万 | 清仓 |
| ICLR | ICON PLC SHS | $0 | 0.00% | 0 | -54 | -100.0% | -$9,840 | 清仓 |
| AOS | SMITH A O CORP COM | $0 | 0.00% | 0 | -142 | -100.0% | -$9,497 | 清仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$9,300 | 清仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -500 | -100.0% | -$8,625 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTNT | FORTINET INC COM | $0 | 0.00% | 0 | -104 | -100.0% | -$8,259 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -350 | -100.0% | -$8,257 | 清仓 |
| PODD | INSULET CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$7,959 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$7,704 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -441 | -100.0% | -$7,607 | 清仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$7,068 | 清仓 |
| WYNN | WYNN RESORTS LTD COM | $0 | 0.00% | 0 | -55 | -100.0% | -$6,618 | 清仓 |
| PBI | PITNEY BOWES INC COM | $0 | 0.00% | 0 | -593 | -100.0% | -$6,270 | 清仓 |
| BRO | BROWN & BROWN INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$6,137 | 清仓 |
| — | AMCOR PLC ORD | $0 | 0.00% | 0 | -146 | -100.0% | -$6,105 | 清仓 |
| PHM | PULTE GROUP INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$6,098 | 清仓 |
| EPAM | EPAM SYS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$5,942 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $0 | 0.00% | 0 | -45 | -100.0% | -$5,860 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$5,781 | 清仓 |