Harfst & Associates, Inc.
Sheridan WY · SEC CIK 0001649147
$6.43亿2026Q2 申报市值
124持仓数
62.1%前十大占比 · 第一大 25.1%
6 / 5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
BSV 加仓+$531.74万
TBUX 加仓+$497.27万
VRIG 加仓+$283.39万
GLW 加仓+$82.76万
CSCO 加仓+$73.66万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$151.28万
AMD 减仓-$112.12万
LRCX 减仓-$109.81万
VCIT 减仓-$102.65万
AMAT 减仓-$101.80万
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 | $367.99万 | 0.57% | 3,934 | -34 | -0.9% | -$3.18万 | 减仓 |
| TXN | TEXAS INSTRS INC | $377.85万 | 0.59% | 12,677 | -168 | -1.3% | -$5.01万 | 减仓 |
| NTRS | NORTHERN TR CORP | $381.20万 | 0.59% | 21,928 | -1,175 | -5.1% | -$20.43万 | 减仓 |
| APH | AMPHENOL CORP | $400.28万 | 0.62% | 22,702 | 29 | 0.1% | $5,113 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $407.35万 | 0.63% | 49,286 | -12,420 | -20.1% | -$102.65万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $431.90万 | 0.67% | 3,124 | -164 | -5.0% | -$22.67万 | 减仓 |
| CMI | CUMMINS INC | $434.55万 | 0.68% | 6,093 | -472 | -7.2% | -$33.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $437.94万 | 0.68% | 8,752 | -161 | -1.8% | -$8.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $462.87万 | 0.72% | 12,409 | 28 | 0.2% | $1.04万 | 加仓 |
| AMZN | AMAZON COM INC | $463.19万 | 0.72% | 19,434 | 534 | 2.8% | $12.73万 | 加仓 |
| GOOGL | ALPHABET INC | $592.68万 | 0.92% | 16,584 | -564 | -3.3% | -$20.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $651.88万 | 1.01% | 32,579 | -1,990 | -5.8% | -$39.82万 | 减仓 |
| KLAC | KLA CORP | $663.20万 | 1.03% | 21,981 | -549 | -2.4% | -$16.56万 | 减仓 |
| LAD | LITHIA MTRS INC | $683.38万 | 1.06% | 23,525 | -1,049 | -4.3% | -$30.47万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $873.99万 | 1.36% | 20,169 | -2,534 | -11.2% | -$109.81万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $890.05万 | 1.38% | 36,150 | 2,793 | 8.4% | $68.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $925.67万 | 1.44% | 12,803 | -1,408 | -9.9% | -$101.80万 | 减仓 |
| AAPL | APPLE INC | $992.98万 | 1.54% | 34,317 | -696 | -2.0% | -$20.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,050.95万 | 1.63% | 28,401 | -396 | -1.4% | -$14.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,108.96万 | 1.72% | 19,090 | -1,930 | -9.2% | -$112.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,347.88万 | 2.09% | 91,918 | 401 | 0.4% | $5.88万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,468.17万 | 2.28% | 188,444 | 68,251 | 56.8% | $531.74万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1,534.79万 | 2.39% | 373,428 | 1,413 | 0.4% | $5.81万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $2,263.23万 | 3.52% | 902,765 | 113,038 | 14.3% | $283.39万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $2,536.81万 | 3.94% | 509,707 | 99,914 | 24.4% | $497.27万 | 加仓 |
| VIS | VANGUARD WORLD FD | $2,637.09万 | 4.10% | 73,175 | 795 | 1.1% | $28.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,606.13万 | 5.60% | 48,970 | -841 | -1.7% | -$61.93万 | 减仓 |
| IVV | ISHARES TR | $7,313.16万 | 11.37% | 97,653 | -2,020 | -2.0% | -$151.28万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1.61亿 | 25.07% | 1,061,066 | -142 | -0.0% | -$2.16万 | 减仓 |