13F 机构持仓

Harvest Investment Services, LLC

Oakbrook Terrace IL · SEC CIK 0001591097

2026Q22026Q1 更早 9 个季度 🔒
$6.47亿2026Q2 申报市值
383持仓数
22.5%前十大占比 · 第一大 6.9%
78 / 51新建仓 / 清仓
申报市值走势$6.47亿2026Q2
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

LMBS 6.9%
VSAT 2.4%
GLD 2.3%
SLV 1.8%
WDC 1.7%
RDVY 1.6%
SSRM 1.5%
FTSM 1.5%
HWM 1.4%
AER 1.4%

2026Q2 买入最多 按季末市值估算

LITE 加仓+$447.31万
AGX 新建仓+$401.75万
VIAV 加仓+$382.27万
FIX 加仓+$348.23万
DOCN 新建仓+$343.22万

2026Q2 卖出最多 按季末市值估算

APP 重新持有-$682.83万
IDCC 清仓-$630.76万
APH 清仓-$610.12万
RYTM 清仓-$421.53万
OSIS 清仓-$404.40万

2026Q2 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
LMBS FIRST TR EXCHANGE-TRADED FD $4,490.68万6.94%902,106 6,4550.7% $32.13万 加仓
VSAT VIASAT INC $1,552.67万2.40%172,884 6,9634.2% $62.53万 加仓
GLD SPDR GOLD TR $1,471.68万2.28%39,950 -1,390-3.4% -$51.20万 减仓
SLV ISHARES SILVER TR $1,171.82万1.81%219,155 22,25611.3% $119.00万 加仓
WDC WESTERN DIGITAL CORP $1,083.02万1.67%16,956 -3,687-17.9% -$235.50万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $1,060.36万1.64%130,811 16,25014.2% $131.72万 加仓
SSRM SSR MINING IN $984.58万1.52%348,153 -8,984-2.5% -$25.41万 减仓
FTSM FIRST TR EXCHANGE-TRADED FD $973.69万1.51%163,016 31,71124.2% $189.41万 加仓
HWM HOWMET AEROSPACE INC $911.57万1.41%33,905 -1,395-4.0% -$37.51万 减仓
AER AERCAP HOLDINGS NV $882.11万1.36%60,510 -1,715-2.8% -$25.00万 减仓
LINC LINCOLN EDL SVCS CORP $758.53万1.17%152,011 -3,658-2.3% -$18.25万 减仓
LITE LUMENTUM HLDGS INC $757.32万1.17%8,826 5,213144.3% $447.31万 加仓
CASY CASEYS GEN STORES INC $718.09万1.11%9,035 1,20715.4% $95.93万 加仓
SNEX STONEX GROUP INC $674.72万1.04%56,938 5,47710.6% $64.90万 加仓
TTMI TTM TECHNOLOGIES INC $663.88万1.03%35,498 4,37814.1% $81.88万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $662.43万1.02%136,135 5,0903.9% $24.77万 加仓
QQQ INVESCO QQQ TR $650.16万1.01%8,829 -1,300-12.8% -$95.73万 减仓
COKE COCA COLA CONS INC $632.79万0.98%33,144 2020.6% $3.86万 加仓
CELC CELCUITY INC $625.07万0.97%59,747 5,3409.8% $55.87万 加仓
PLTR PALANTIR TECHNOLOGIES INC $611.44万0.95%52,408 -8,670-14.2% -$101.15万 减仓
LAUR LAUREATE ED INC $610.68万0.94%168,139 -28,668-14.6% -$104.12万 减仓
NVDA NVIDIA CORPORATION $605.20万0.94%30,246 -913-2.9% -$18.27万 减仓
SPNT SIRIUSPOINT LTD $562.60万0.87%234,415 29,10814.2% $69.86万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $519.26万0.80%104,143 -15,358-12.9% -$76.57万 减仓
AAPL APPLE INC $515.02万0.80%17,799 -273-1.5% -$7.90万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $511.63万0.79%106,190 4,0083.9% $19.31万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $500.31万0.77%43,551 3,1697.8% $36.41万 加仓
PL PLANET LABS PBC $499.73万0.77%150,838 50,67050.6% $167.87万 加仓
FIX COMFORT SYS USA INC $496.87万0.77%2,507 1,757234.3% $348.23万 加仓
AZZ AZZ INC $482.10万0.75%31,093 -1,407-4.3% -$21.82万 减仓
WWD WOODWARD INC $477.90万0.74%11,233 -1,609-12.5% -$68.45万 减仓
VIAV VIAVI SOLUTIONS INC $477.82万0.74%100,067 80,057400.1% $382.27万 加仓
CW CURTISS WRIGHT CORP $467.92万0.72%6,175 -1,084-14.9% -$82.14万 减仓
COST COSTCO WHOLESALE CORPORATION $446.13万0.69%4,769 4149.5% $38.73万 加仓
HL HECLA MINING COMPANY $443.15万0.69%287,203 26,92210.3% $41.54万 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $441.21万0.68%81,004 1,3611.7% $7.41万 加仓
SPY STATE STR SPDR S&P 500 ETF T $427.67万0.66%5,727 961.7% $7.17万 加仓
AEHR AEHR TEST SYS $426.11万0.66%44,359 21,13191.0% $202.98万 加仓
AVGO BROADCOM INC $404.05万0.62%10,696 -3,234-23.2% -$122.17万 减仓
AGX ARGAN INC $401.75万0.62%5,031 5,031— $401.75万 新建仓
DGRW WISDOMTREE TR $400.61万0.62%41,896 4,08810.8% $39.09万 加仓
IWM ISHARES TR $395.29万0.61%13,156 1,24410.4% $37.38万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $394.43万0.61%107,973 11,25311.6% $41.11万 加仓
WELL WELLTOWER INC $383.83万0.59%16,911 -2,243-11.7% -$50.91万 减仓
KOD KODIAK SCIENCES INC $381.21万0.59%97,846 26,49737.1% $103.23万 加仓
RKLB ROCKET LAB CORP $379.13万0.59%37,298 -22,861-38.0% -$232.38万 减仓
CLOI VANECK ETF TRUST $370.44万0.57%69,960 2,7284.1% $14.44万 加仓
— FIRST TR EXCHANGE TRADED FD $365.97万0.57%91,335 8,0969.7% $32.44万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $361.28万0.56%7,565 -373-4.7% -$17.81万 减仓
ATRO ASTRONICS CORP $357.57万0.55%44,003 7,86021.7% $63.87万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $352.07万0.54%110,055 4,7824.5% $15.30万 加仓
VSEC VSE CORP $348.42万0.54%15,248 -13,629-47.2% -$311.42万 减仓
DOCN DIGITALOCEAN HLDGS INC $343.22万0.53%21,857 21,857— $343.22万 新建仓
KLAC KLA CORP $319.84万0.49%10,601 -239-2.2% -$7.21万 减仓
CIEN CIENA CORP $315.72万0.49%6,436 58810.1% $28.84万 加仓
SPHR SPHERE ENTERTAINMENT CO $305.61万0.47%17,662 8,60895.1% $148.94万 加仓
DAVE DAVE INC $304.96万0.47%8,185 -322-3.8% -$12.00万 减仓
VICR VICOR CORP $301.05万0.47%7,927 2,49445.9% $94.72万 加仓
LLY ELI LILLY & CO $295.05万0.46%2,460 261.1% $3.12万 加仓
BE BLOOM ENERGY CORP $291.62万0.45%9,634 -5,393-35.9% -$163.25万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $281.78万0.44%65,317 4,7077.8% $20.31万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $281.54万0.44%62,915 -3,580-5.4% -$16.02万 减仓
ORKA ORUKA THERAPEUTICS INC $276.59万0.43%29,063 29,063— $276.59万 新建仓
CIFR CIPHER DIGITAL INC $265.80万0.41%108,491 -5,931-5.2% -$14.53万 减仓
FORM FORMFACTOR INC $265.26万0.41%16,586 16,586— $265.26万 新建仓
ALAB ASTERA LABS INC $262.81万0.41%5,441 -165-2.9% -$7.97万 减仓
ALMS ALUMIS INC $261.04万0.40%92,765 -7,085-7.1% -$19.94万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $259.50万0.40%137,521 4,6223.5% $8.72万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $259.45万0.40%59,492 3,9197.1% $17.09万 加仓
ANGX ANGEL STUDIOS INC. $259.39万0.40%706,776 21,8373.2% $8.01万 加仓
VRT VERTIV HOLDINGS CO $249.37万0.39%7,448 -929-11.1% -$31.10万 减仓
QLD PROSHARES TR $245.02万0.38%25,322 7543.1% $7.30万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $242.40万0.37%18,191 1,0786.3% $14.36万 加仓
WPM WHEATON PRECIOUS METALS CORP $237.36万0.37%21,133 2,60114.0% $29.21万 加仓
GOOGL ALPHABET INC $236.20万0.37%6,609 -174-2.6% -$6.22万 减仓
RLMD RELMADA THERAPEUTICS INC $235.90万0.36%340,890 340,890— $235.90万 新建仓
CNEQ THE ALGER ETF TRUST $229.11万0.35%55,514 00.0% — 不变
LASR NLIGHT INC $226.57万0.35%32,544 -20,222-38.3% -$140.79万 减仓
COHR COHERENT CORP $226.47万0.35%5,741 4,249284.8% $167.61万 加仓
ARIS ARIS MINING CORPORATION $221.63万0.34%148,647 148,647— $221.63万 新建仓
SVM SILVERCORP METALS INC $221.19万0.34%219,000 76,35753.5% $77.12万 加仓
AAOI APPLIED OPTOELECTRONICS INC $218.77万0.34%14,766 14,766— $218.77万 新建仓
CAIE CALAMOS ETF TR $216.78万0.34%79,671 33,38272.1% $90.83万 加仓
TRVI TREVI THERAPEUTICS INC $214.67万0.33%115,104 115,104— $214.67万 新建仓
AGL AGILON HEALTH INC $199.19万0.31%18,585 18,585— $199.19万 新建仓
PAAS PAN AMERN SILVER CORP $198.82万0.31%44,390 5,05312.8% $22.63万 加仓
SIL GLOBAL X FDS $197.71万0.31%25,524 7,38140.7% $57.17万 加仓
LQDA LIQUIDIA CORPORATION $197.08万0.30%24,718 24,718— $197.08万 新建仓
UPS UNITED PARCEL SVCS INC $196.23万0.30%18,254 -13-0.1% -$1,398 减仓
MDIV FIRST TR EXCHANGE TRADED FD $193.92万0.30%117,347 2,0561.8% $3.40万 加仓
AIP ARTERIS INC $192.24万0.30%39,564 39,564— $192.24万 新建仓
FLEX FLEX LTD $189.28万0.29%11,679 11,679— $189.28万 新建仓
QDEC FIRST TR EXCHNG TRADED FD VI $187.33万0.29%52,607 -7,215-12.1% -$25.69万 减仓
TNGX TANGO THERAPEUTICS INC $184.64万0.29%59,067 33,691132.8% $105.32万 加仓
HYLS FIRST TR EXCHANGE-TRADED FD $183.75万0.28%45,203 7611.7% $3.09万 加仓
EEM ISHARES TR $183.44万0.28%26,815 -4,064-13.2% -$27.80万 减仓
EZPW EZCORP INC $183.41万0.28%53,054 31,907150.9% $110.30万 加仓
IJK ISHARES TR $183.04万0.28%15,578 13,513654.4% $158.78万 重新持有
MSFT MICROSOFT CORP $182.21万0.28%4,885 -93-1.9% -$3.47万 减仓
IJS ISHARES TR $182.00万0.28%13,316 -1,296-8.9% -$17.71万 减仓