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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $48.48万 | 0.09% | 2,866 | -4,902 | -63.1% | -$82.91万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $46.01万 | 0.08% | 1,282 | -2,087 | -61.9% | -$74.90万 | 减仓 |
| EOG | EOG RES INC | $43.38万 | 0.08% | 3,000 | -9,524 | -76.0% | -$137.71万 | 减仓 |
| GOOG | ALPHABET INC | $41.74万 | 0.07% | 1,455 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.02万 | 0.07% | 1,125 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.59万 | 0.07% | 578 | -10 | -1.7% | -$6,503 | 减仓 |
| SDY | SPDR SERIES TRUST | $35.76万 | 0.06% | 2,450 | -245 | -9.1% | -$3.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $32.87万 | 0.06% | 1,988 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $30.00万 | 0.05% | 3,581 | 13 | 0.4% | $1,089 | 加仓 |
| LOW | LOWES COS INC | $28.33万 | 0.05% | 1,199 | -52 | -4.2% | -$1.23万 | 减仓 |
| PEP | PEPSICO INC | $27.72万 | 0.05% | 1,785 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.69万 | 0.05% | 9,027 | 398 | 4.6% | $1.22万 | 加仓 |
| MELI | MERCADOLIBRE INC | $25.94万 | 0.05% | 150 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $25.70万 | 0.05% | 1,472 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.68万 | 0.05% | 2,501 | -613 | -19.7% | -$6.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $25.07万 | 0.04% | 1,278 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $24.86万 | 0.04% | 2,975 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $24.38万 | 0.04% | 5,002 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $24.34万 | 0.04% | 1,950 | -2,908 | -59.9% | -$36.29万 | 减仓 |
| SUSA | ISHARES TR | $22.60万 | 0.04% | 1,711 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.51万 | 0.04% | 692 | -3,094 | -81.7% | -$96.19万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -53,622 | -100.0% | -$351.28万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -1,771 | -100.0% | -$26.39万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,465 | -100.0% | -$23.73万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |