Harvest Investment Services, LLC
Oakbrook Terrace IL · SEC CIK 0001591097
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $446.13万 | 0.69% | 4,769 | 414 | 9.5% | $38.73万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $467.92万 | 0.72% | 6,175 | -1,084 | -14.9% | -$82.14万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $477.82万 | 0.74% | 100,067 | 80,057 | 400.1% | $382.27万 | 加仓 |
| WWD | WOODWARD INC | $477.90万 | 0.74% | 11,233 | -1,609 | -12.5% | -$68.45万 | 减仓 |
| AZZ | AZZ INC | $482.10万 | 0.75% | 31,093 | -1,407 | -4.3% | -$21.82万 | 减仓 |
| FIX | COMFORT SYS USA INC | $496.87万 | 0.77% | 2,507 | 1,757 | 234.3% | $348.23万 | 加仓 |
| PL | PLANET LABS PBC | $499.73万 | 0.77% | 150,838 | 50,670 | 50.6% | $167.87万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $500.31万 | 0.77% | 43,551 | 3,169 | 7.8% | $36.41万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $511.63万 | 0.79% | 106,190 | 4,008 | 3.9% | $19.31万 | 加仓 |
| AAPL | APPLE INC | $515.02万 | 0.80% | 17,799 | -273 | -1.5% | -$7.90万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $519.26万 | 0.80% | 104,143 | -15,358 | -12.9% | -$76.57万 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $562.60万 | 0.87% | 234,415 | 29,108 | 14.2% | $69.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $605.20万 | 0.94% | 30,246 | -913 | -2.9% | -$18.27万 | 减仓 |
| LAUR | LAUREATE ED INC | $610.68万 | 0.94% | 168,139 | -28,668 | -14.6% | -$104.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $611.44万 | 0.95% | 52,408 | -8,670 | -14.2% | -$101.15万 | 减仓 |
| CELC | CELCUITY INC | $625.07万 | 0.97% | 59,747 | 5,340 | 9.8% | $55.87万 | 加仓 |
| COKE | COCA COLA CONS INC | $632.79万 | 0.98% | 33,144 | 202 | 0.6% | $3.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $650.16万 | 1.01% | 8,829 | -1,300 | -12.8% | -$95.73万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $662.43万 | 1.02% | 136,135 | 5,090 | 3.9% | $24.77万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $663.88万 | 1.03% | 35,498 | 4,378 | 14.1% | $81.88万 | 加仓 |
| SNEX | STONEX GROUP INC | $674.72万 | 1.04% | 56,938 | 5,477 | 10.6% | $64.90万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $718.09万 | 1.11% | 9,035 | 1,207 | 15.4% | $95.93万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $757.32万 | 1.17% | 8,826 | 5,213 | 144.3% | $447.31万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $758.53万 | 1.17% | 152,011 | -3,658 | -2.3% | -$18.25万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $882.11万 | 1.36% | 60,510 | -1,715 | -2.8% | -$25.00万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $911.57万 | 1.41% | 33,905 | -1,395 | -4.0% | -$37.51万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $973.69万 | 1.51% | 163,016 | 31,711 | 24.2% | $189.41万 | 加仓 |
| SSRM | SSR MINING IN | $984.58万 | 1.52% | 348,153 | -8,984 | -2.5% | -$25.41万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,060.36万 | 1.64% | 130,811 | 16,250 | 14.2% | $131.72万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,083.02万 | 1.67% | 16,956 | -3,687 | -17.9% | -$235.50万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,171.82万 | 1.81% | 219,155 | 22,256 | 11.3% | $119.00万 | 加仓 |
| GLD | SPDR GOLD TR | $1,471.68万 | 2.28% | 39,950 | -1,390 | -3.4% | -$51.20万 | 减仓 |
| VSAT | VIASAT INC | $1,552.67万 | 2.40% | 172,884 | 6,963 | 4.2% | $62.53万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $4,490.68万 | 6.94% | 902,106 | 6,455 | 0.7% | $32.13万 | 加仓 |