Harfst & Associates, Inc.
Sheridan WY · SEC CIK 0001649147
$5.60亿2026Q1 申报市值
121持仓数
63.4%前十大占比 · 第一大 27.4%
15 / 3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
VRIG 加仓+$1,115.64万
TBUX 加仓+$1,102.33万
BSV 加仓+$880.54万
EEM 新建仓+$254.16万
VEU 新建仓+$245.41万
2026Q1 卖出最多 按季末市值估算
AKRE 清仓-$351.28万
IVV 减仓-$248.94万
VCIT 减仓-$199.10万
EOG 减仓-$137.71万
NTAP 减仓-$106.20万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $339.11万 | 0.61% | 19,988 | -575 | -2.8% | -$9.76万 | 减仓 |
| CMI | CUMMINS INC | $353.22万 | 0.63% | 6,565 | -680 | -9.4% | -$36.59万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $359.50万 | 0.64% | 3,288 | -30 | -0.9% | -$3.28万 | 减仓 |
| AMZN | AMAZON COM INC | $393.63万 | 0.70% | 18,900 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $395.34万 | 0.71% | 3,968 | -112 | -2.7% | -$11.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.11万 | 0.76% | 8,913 | 50 | 0.6% | $2.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $427.61万 | 0.76% | 21,020 | -1,011 | -4.6% | -$20.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $458.29万 | 0.82% | 12,381 | 89 | 0.7% | $3.29万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $485.08万 | 0.87% | 22,703 | -1,203 | -5.0% | -$25.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $485.72万 | 0.87% | 14,211 | -1,041 | -6.8% | -$35.58万 | 减仓 |
| GOOGL | ALPHABET INC | $493.12万 | 0.88% | 17,148 | -1,023 | -5.6% | -$29.42万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $510.62万 | 0.91% | 61,706 | -24,060 | -28.1% | -$199.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $602.89万 | 1.08% | 34,569 | -3,567 | -9.4% | -$62.21万 | 减仓 |
| LAD | LITHIA MTRS INC | $613.66万 | 1.10% | 24,574 | -1,245 | -4.8% | -$31.09万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $686.50万 | 1.23% | 33,357 | 5,063 | 17.9% | $104.20万 | 加仓 |
| AAPL | APPLE INC | $888.60万 | 1.59% | 35,013 | 8 | 0.0% | $2,030 | 加仓 |
| VTI | VANGUARD INDEX FDS | $923.83万 | 1.65% | 28,797 | -125 | -0.4% | -$4.01万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $942.43万 | 1.68% | 120,193 | 112,300 | 1,422.8% | $880.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,321.87万 | 2.36% | 91,517 | 554 | 0.6% | $8.00万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $1,324.00万 | 2.36% | 372,015 | 16,794 | 4.7% | $59.77万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1,977.08万 | 3.53% | 789,727 | 445,631 | 129.5% | $1,115.64万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $2,038.72万 | 3.64% | 409,793 | 221,574 | 117.7% | $1,102.33万 | 加仓 |
| VIS | VANGUARD WORLD FD | $2,259.84万 | 4.03% | 72,380 | 5,602 | 8.4% | $174.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,874.97万 | 5.13% | 49,811 | -1,408 | -2.7% | -$81.27万 | 减仓 |
| IVV | ISHARES TR | $6,510.74万 | 11.62% | 99,673 | -3,811 | -3.7% | -$248.94万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1.54亿 | 27.43% | 1,061,208 | -5,912 | -0.6% | -$85.60万 | 减仓 |