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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $1.54亿 | 27.43% | 1,061,208 | -5,912 | -0.6% | -$85.60万 | 减仓 |
| IVV | ISHARES TR | $6,510.74万 | 11.62% | 99,673 | -3,811 | -3.7% | -$248.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,874.97万 | 5.13% | 49,811 | -1,408 | -2.7% | -$81.27万 | 减仓 |
| VIS | VANGUARD WORLD FD | $2,259.84万 | 4.03% | 72,380 | 5,602 | 8.4% | $174.91万 | 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 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1,977.08万 | 3.53% | 789,727 | 445,631 | 129.5% | $1,115.64万 | 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 |
| PG | PROCTER & GAMBLE CO | $1,321.87万 | 2.36% | 91,517 | 554 | 0.6% | $8.00万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $942.43万 | 1.68% | 120,193 | 112,300 | 1,422.8% | $880.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $923.83万 | 1.65% | 28,797 | -125 | -0.4% | -$4.01万 | 减仓 |
| AAPL | APPLE INC | $888.60万 | 1.59% | 35,013 | 8 | 0.0% | $2,030 | 加仓 |
| VXF | VANGUARD INDEX FDS | $686.50万 | 1.23% | 33,357 | 5,063 | 17.9% | $104.20万 | 加仓 |
| LAD | LITHIA MTRS INC | $613.66万 | 1.10% | 24,574 | -1,245 | -4.8% | -$31.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $602.89万 | 1.08% | 34,569 | -3,567 | -9.4% | -$62.21万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $510.62万 | 0.91% | 61,706 | -24,060 | -28.1% | -$199.10万 | 减仓 |
| GOOGL | ALPHABET INC | $493.12万 | 0.88% | 17,148 | -1,023 | -5.6% | -$29.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $485.72万 | 0.87% | 14,211 | -1,041 | -6.8% | -$35.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $485.08万 | 0.87% | 22,703 | -1,203 | -5.0% | -$25.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $458.29万 | 0.82% | 12,381 | 89 | 0.7% | $3.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $427.61万 | 0.76% | 21,020 | -1,011 | -4.6% | -$20.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.11万 | 0.76% | 8,913 | 50 | 0.6% | $2.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $395.34万 | 0.71% | 3,968 | -112 | -2.7% | -$11.16万 | 减仓 |
| AMZN | AMAZON COM INC | $393.63万 | 0.70% | 18,900 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $359.50万 | 0.64% | 3,288 | -30 | -0.9% | -$3.28万 | 减仓 |
| CMI | CUMMINS INC | $353.22万 | 0.63% | 6,565 | -680 | -9.4% | -$36.59万 | 减仓 |
| — | EXXON MOBIL CORP | $339.11万 | 0.61% | 19,988 | -575 | -2.8% | -$9.76万 | 减仓 |
| KLAC | KLA CORP | $331.76万 | 0.59% | 2,253 | 25 | 1.1% | $3.68万 | 加仓 |
| NTRS | NORTHERN TR CORP | $322.45万 | 0.58% | 23,103 | -296 | -1.3% | -$4.13万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $300.19万 | 0.54% | 31,942 | -1,026 | -3.1% | -$9.64万 | 减仓 |
| FAST | FASTENAL CO | $287.02万 | 0.51% | 61,859 | -1,523 | -2.4% | -$7.07万 | 减仓 |
| APH | AMPHENOL CORP | $286.47万 | 0.51% | 22,673 | 881 | 4.0% | $11.13万 | 加仓 |
| V | VISA INC | $270.69万 | 0.48% | 8,956 | 240 | 2.8% | $7.25万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $268.33万 | 0.48% | 10,113 | 244 | 2.5% | $6.47万 | 加仓 |
| EEM | ISHARES TR | $254.16万 | 0.45% | 44,755 | 44,755 | — | $254.16万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $249.36万 | 0.45% | 12,845 | 21 | 0.2% | $4,077 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $248.49万 | 0.44% | 10,166 | -415 | -3.9% | -$10.14万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $246.10万 | 0.44% | 12,595 | 455 | 3.7% | $8.89万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $245.41万 | 0.44% | 32,677 | 32,677 | — | $245.41万 | 新建仓 |
| WMT | WALMART INC | $234.67万 | 0.42% | 18,882 | 682 | 3.7% | $8.48万 | 加仓 |
| BLK | BLACKROCK INC | $234.32万 | 0.42% | 2,436 | -2 | -0.1% | -$1,924 | 减仓 |
| MS | MORGAN STANLEY | $229.19万 | 0.41% | 13,926 | 1,013 | 7.8% | $16.67万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $229.06万 | 0.41% | 34,153 | 1,420 | 4.3% | $9.52万 | 加仓 |
| AME | AMETEK INC | $221.02万 | 0.39% | 10,311 | 737 | 7.7% | $15.80万 | 加仓 |
| HUBB | HUBBELL INC | $219.77万 | 0.39% | 4,478 | 189 | 4.4% | $9.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $219.36万 | 0.39% | 3,671 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $217.74万 | 0.39% | 23,922 | 1,461 | 6.5% | $13.30万 | 加仓 |
| GE | GE AEROSPACE | $215.17万 | 0.38% | 7,582 | 404 | 5.6% | $11.47万 | 加仓 |
| META | META PLATFORMS INC | $215.09万 | 0.38% | 3,760 | 187 | 5.2% | $10.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $211.13万 | 0.38% | 10,204 | -332 | -3.2% | -$6.87万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $210.32万 | 0.38% | 44,073 | 44,073 | — | $210.32万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $209.05万 | 0.37% | 4,704 | 420 | 9.8% | $18.67万 | 加仓 |
| CAT | CATERPILLAR INC | $205.81万 | 0.37% | 2,905 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $203.91万 | 0.36% | 24,089 | 1,325 | 5.8% | $11.22万 | 加仓 |
| PCAR | PACCAR INC | $201.07万 | 0.36% | 17,409 | 1,209 | 7.5% | $13.96万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $199.65万 | 0.36% | 3,391 | 337 | 11.0% | $19.84万 | 加仓 |
| DOV | DOVER CORP | $195.93万 | 0.35% | 9,399 | 488 | 5.5% | $10.17万 | 加仓 |
| VMC | VULCAN MATLS CO | $189.35万 | 0.34% | 6,954 | 593 | 9.3% | $16.15万 | 加仓 |
| INTU | INTUIT | $187.51万 | 0.33% | 4,337 | 576 | 15.3% | $24.90万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $184.78万 | 0.33% | 3,759 | 304 | 8.8% | $14.94万 | 加仓 |
| PSX | PHILLIPS 66 | $182.50万 | 0.33% | 10,018 | 284 | 2.9% | $5.17万 | 加仓 |
| NFLX | NETFLIX INC. | $181.41万 | 0.32% | 18,867 | 2,215 | 13.3% | $21.30万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $180.99万 | 0.32% | 4,343 | 451 | 11.6% | $18.79万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $175.18万 | 0.31% | 13,764 | 1,127 | 8.9% | $14.34万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $166.42万 | 0.30% | 3,610 | 443 | 14.0% | $20.42万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.26% | 2 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $140.64万 | 0.25% | 1,529 | 1,529 | — | $140.64万 | 新建仓 |
| GLW | CORNING INC | $139.86万 | 0.25% | 10,286 | 10,286 | — | $139.86万 | 新建仓 |
| CSCO | CISCO SYS INC | $139.30万 | 0.25% | 17,954 | 17,954 | — | $139.30万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $137.06万 | 0.24% | 1,531 | 1,531 | — | $137.06万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $131.17万 | 0.23% | 4,123 | 4,123 | — | $131.17万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $129.26万 | 0.23% | 21,173 | 21,173 | — | $129.26万 | 新建仓 |
| AVGO | BROADCOM INC | $127.84万 | 0.23% | 4,130 | 4,130 | — | $127.84万 | 新建仓 |
| TJX | TJX COS INC NEW | $126.23万 | 0.23% | 7,904 | 7,904 | — | $126.23万 | 新建仓 |
| NEM | NEWMONT CORP | $124.38万 | 0.22% | 11,490 | 11,490 | — | $124.38万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $122.35万 | 0.22% | 5,309 | 5,309 | — | $122.35万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $122.21万 | 0.22% | 7,103 | 7,103 | — | $122.21万 | 新建仓 |
| TSLA | TESLA INC | $116.51万 | 0.21% | 3,134 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $115.39万 | 0.21% | 4,747 | -3,266 | -40.8% | -$79.39万 | 减仓 |
| DSI | ISHARES TR | $89.62万 | 0.16% | 7,395 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $88.09万 | 0.16% | 2,066 | -43 | -2.0% | -$1.83万 | 减仓 |
| AFL | AFLAC INC | $84.95万 | 0.15% | 7,743 | -8,852 | -53.3% | -$97.12万 | 减仓 |
| NB | NIOCORP DEVS LTD | $84.93万 | 0.15% | 190,420 | 5,800 | 3.1% | $2.59万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $84.70万 | 0.15% | 11,581 | -4,636 | -28.6% | -$33.91万 | 减仓 |
| SETM | SPROTT FDS TR | $73.52万 | 0.13% | 22,225 | 22,225 | — | $73.52万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $69.24万 | 0.12% | 3,493 | -3,833 | -52.3% | -$75.98万 | 减仓 |
| SLV | ISHARES SILVER TR | $66.17万 | 0.12% | 9,711 | -1,620 | -14.3% | -$11.04万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $64.00万 | 0.11% | 16,659 | 510 | 3.2% | $1.96万 | 加仓 |
| CRM | SALESFORCE INC | $62.71万 | 0.11% | 3,360 | -4,153 | -55.3% | -$77.51万 | 减仓 |
| NTAP | NETAPP INC | $62.41万 | 0.11% | 6,095 | -10,372 | -63.0% | -$106.20万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $61.81万 | 0.11% | 19,966 | -1,175 | -5.6% | -$3.64万 | 减仓 |
| DHR | DANAHER CORP DEL | $61.68万 | 0.11% | 3,253 | -4,869 | -59.9% | -$92.32万 | 减仓 |
| NOW | SERVICENOW INC | $58.65万 | 0.10% | 5,610 | -7,200 | -56.2% | -$75.28万 | 减仓 |
| WM | WASTE MGMT INC DEL | $58.65万 | 0.10% | 2,552 | -4,037 | -61.3% | -$92.78万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $57.40万 | 0.10% | 3,876 | 406 | 11.7% | $6.01万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $57.13万 | 0.10% | 5,128 | -6,552 | -56.1% | -$73.00万 | 减仓 |
| ABBV | ABBVIE INC | $57.00万 | 0.10% | 2,621 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $55.00万 | 0.10% | 5,036 | 344 | 7.3% | $3.76万 | 加仓 |
| GLD | SPDR GOLD TR | $54.91万 | 0.10% | 1,276 | -200 | -13.6% | -$8.61万 | 减仓 |
| CPRT | COPART INC | $53.84万 | 0.10% | 16,218 | -17,150 | -51.4% | -$56.94万 | 减仓 |
| SPGI | S&P GLOBAL INC | $50.38万 | 0.09% | 1,185 | -1,845 | -60.9% | -$78.45万 | 减仓 |