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 |
|---|---|---|---|---|---|---|---|---|
| LMBS | FIRST TR EXCHANGE-TRADED FD | $4,490.68万 | 6.94% | 902,106 | 6,455 | 0.7% | $32.13万 | 加仓 |
| VSAT | VIASAT INC | $1,552.67万 | 2.40% | 172,884 | 6,963 | 4.2% | $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 | 22,256 | 11.3% | $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 | 16,250 | 14.2% | $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 | 31,711 | 24.2% | $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 | 5,213 | 144.3% | $447.31万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $718.09万 | 1.11% | 9,035 | 1,207 | 15.4% | $95.93万 | 加仓 |
| SNEX | STONEX GROUP INC | $674.72万 | 1.04% | 56,938 | 5,477 | 10.6% | $64.90万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $663.88万 | 1.03% | 35,498 | 4,378 | 14.1% | $81.88万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $662.43万 | 1.02% | 136,135 | 5,090 | 3.9% | $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 | 202 | 0.6% | $3.86万 | 加仓 |
| CELC | CELCUITY INC | $625.07万 | 0.97% | 59,747 | 5,340 | 9.8% | $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 | 29,108 | 14.2% | $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 | 4,008 | 3.9% | $19.31万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $500.31万 | 0.77% | 43,551 | 3,169 | 7.8% | $36.41万 | 加仓 |
| PL | PLANET LABS PBC | $499.73万 | 0.77% | 150,838 | 50,670 | 50.6% | $167.87万 | 加仓 |
| FIX | COMFORT SYS USA INC | $496.87万 | 0.77% | 2,507 | 1,757 | 234.3% | $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 | 80,057 | 400.1% | $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 | 414 | 9.5% | $38.73万 | 加仓 |
| HL | HECLA MINING COMPANY | $443.15万 | 0.69% | 287,203 | 26,922 | 10.3% | $41.54万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $441.21万 | 0.68% | 81,004 | 1,361 | 1.7% | $7.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $427.67万 | 0.66% | 5,727 | 96 | 1.7% | $7.17万 | 加仓 |
| AEHR | AEHR TEST SYS | $426.11万 | 0.66% | 44,359 | 21,131 | 91.0% | $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 | 4,088 | 10.8% | $39.09万 | 加仓 |
| IWM | ISHARES TR | $395.29万 | 0.61% | 13,156 | 1,244 | 10.4% | $37.38万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $394.43万 | 0.61% | 107,973 | 11,253 | 11.6% | $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 | 26,497 | 37.1% | $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 | 2,728 | 4.1% | $14.44万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $365.97万 | 0.57% | 91,335 | 8,096 | 9.7% | $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 | 7,860 | 21.7% | $63.87万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $352.07万 | 0.54% | 110,055 | 4,782 | 4.5% | $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 | 588 | 10.1% | $28.84万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $305.61万 | 0.47% | 17,662 | 8,608 | 95.1% | $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 | 2,494 | 45.9% | $94.72万 | 加仓 |
| LLY | ELI LILLY & CO | $295.05万 | 0.46% | 2,460 | 26 | 1.1% | $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 | 4,707 | 7.8% | $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 | 4,622 | 3.5% | $8.72万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $259.45万 | 0.40% | 59,492 | 3,919 | 7.1% | $17.09万 | 加仓 |
| ANGX | ANGEL STUDIOS INC. | $259.39万 | 0.40% | 706,776 | 21,837 | 3.2% | $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 | 754 | 3.1% | $7.30万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $242.40万 | 0.37% | 18,191 | 1,078 | 6.3% | $14.36万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $237.36万 | 0.37% | 21,133 | 2,601 | 14.0% | $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 | 0 | 0.0% | — | 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 | 4,249 | 284.8% | $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 | 76,357 | 53.5% | $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 | 33,382 | 72.1% | $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 | 5,053 | 12.8% | $22.63万 | 加仓 |
| SIL | GLOBAL X FDS | $197.71万 | 0.31% | 25,524 | 7,381 | 40.7% | $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 | 2,056 | 1.8% | $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 | 33,691 | 132.8% | $105.32万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $183.75万 | 0.28% | 45,203 | 761 | 1.7% | $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 | 31,907 | 150.9% | $110.30万 | 加仓 |
| IJK | ISHARES TR | $183.04万 | 0.28% | 15,578 | 13,513 | 654.4% | $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 |