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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $30.70万 | 0.05% | 10,890 | -5,328 | -32.9% | -$15.02万 | 减仓 |
| WM | WASTE MGMT INC DEL | $30.31万 | 0.05% | 1,360 | -1,192 | -46.7% | -$26.57万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $30.07万 | 0.05% | 2,542 | -2,586 | -50.4% | -$30.60万 | 减仓 |
| BAC | BANK OF AMER CORP | $28.50万 | 0.04% | 5,002 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $27.85万 | 0.04% | 1,278 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.12万 | 0.04% | 8,552 | -475 | -5.3% | -$1.51万 | 减仓 |
| CTAS | CINTAS CORP | $26.84万 | 0.04% | 1,578 | -1,288 | -44.9% | -$21.91万 | 减仓 |
| SUSA | ISHARES TR | $26.40万 | 0.04% | 1,711 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $26.39万 | 0.04% | 1,208 | -2,285 | -65.4% | -$49.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $25.46万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $25.13万 | 0.04% | 617 | -568 | -47.9% | -$23.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $24.72万 | 0.04% | 214 | 214 | — | $24.72万 | 新建仓 |
| IDEV | ISHARES TR | $24.26万 | 0.04% | 2,725 | -250 | -8.4% | -$2.23万 | 减仓 |
| PEP | PEPSICO INC | $24.18万 | 0.04% | 1,785 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $24.12万 | 0.04% | 1,094 | -105 | -8.8% | -$2.32万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $23.87万 | 0.04% | 1,633 | 161 | 10.9% | $2.35万 | 加仓 |
| CRM | SALESFORCE INC | $23.23万 | 0.04% | 1,483 | -1,877 | -55.9% | -$29.41万 | 减仓 |
| MP | MP MATERIALS CORP | $22.92万 | 0.04% | 4,092 | 4,092 | — | $22.92万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $22.40万 | 0.03% | 1,209 | 1,209 | — | $22.40万 | 新建仓 |
| PPG | PPG INDS INC | $21.87万 | 0.03% | 1,803 | 1,803 | — | $21.87万 | 新建仓 |
| IWP | ISHARES TR | $21.60万 | 0.03% | 1,475 | 0 | 0.0% | — | 重新持有 |
| IWV | ISHARES TR | $21.15万 | 0.03% | 496 | -40 | -7.5% | -$1.71万 | 重新持有 |
| EQT | EQT CORP | $20.42万 | 0.03% | 3,840 | 3,840 | — | $20.42万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $20.40万 | 0.03% | 689 | -593 | -46.3% | -$17.56万 | 减仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -5,610 | -100.0% | -$58.65万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$43.38万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,501 | -100.0% | -$25.68万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,950 | -100.0% | -$24.34万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -692 | -100.0% | -$21.51万 | 清仓 |