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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $1.61亿 | 25.07% | 1,061,066 | -142 | -0.0% | -$2.16万 | 减仓 |
| IVV | ISHARES TR | $7,313.16万 | 11.37% | 97,653 | -2,020 | -2.0% | -$151.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,606.13万 | 5.60% | 48,970 | -841 | -1.7% | -$61.93万 | 减仓 |
| VIS | VANGUARD WORLD FD | $2,637.09万 | 4.10% | 73,175 | 795 | 1.1% | $28.65万 | 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 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $2,263.23万 | 3.52% | 902,765 | 113,038 | 14.3% | $283.39万 | 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 |
| BSV | VANGUARD BD INDEX FDS | $1,468.17万 | 2.28% | 188,444 | 68,251 | 56.8% | $531.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,347.88万 | 2.09% | 91,918 | 401 | 0.4% | $5.88万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,108.96万 | 1.72% | 19,090 | -1,930 | -9.2% | -$112.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,050.95万 | 1.63% | 28,401 | -396 | -1.4% | -$14.65万 | 减仓 |
| AAPL | APPLE INC | $992.98万 | 1.54% | 34,317 | -696 | -2.0% | -$20.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $925.67万 | 1.44% | 12,803 | -1,408 | -9.9% | -$101.80万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $890.05万 | 1.38% | 36,150 | 2,793 | 8.4% | $68.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $873.99万 | 1.36% | 20,169 | -2,534 | -11.2% | -$109.81万 | 减仓 |
| LAD | LITHIA MTRS INC | $683.38万 | 1.06% | 23,525 | -1,049 | -4.3% | -$30.47万 | 减仓 |
| KLAC | KLA CORP | $663.20万 | 1.03% | 21,981 | -549 | -2.4% | -$16.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $651.88万 | 1.01% | 32,579 | -1,990 | -5.8% | -$39.82万 | 减仓 |
| GOOGL | ALPHABET INC | $592.68万 | 0.92% | 16,584 | -564 | -3.3% | -$20.16万 | 减仓 |
| AMZN | AMAZON COM INC | $463.19万 | 0.72% | 19,434 | 534 | 2.8% | $12.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $462.87万 | 0.72% | 12,409 | 28 | 0.2% | $1.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $437.94万 | 0.68% | 8,752 | -161 | -1.8% | -$8.06万 | 减仓 |
| CMI | CUMMINS INC | $434.55万 | 0.68% | 6,093 | -472 | -7.2% | -$33.66万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $431.90万 | 0.67% | 3,124 | -164 | -5.0% | -$22.67万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $407.35万 | 0.63% | 49,286 | -12,420 | -20.1% | -$102.65万 | 减仓 |
| APH | AMPHENOL CORP | $400.28万 | 0.62% | 22,702 | 29 | 0.1% | $5,113 | 加仓 |
| NTRS | NORTHERN TR CORP | $381.20万 | 0.59% | 21,928 | -1,175 | -5.1% | -$20.43万 | 减仓 |
| TXN | TEXAS INSTRS INC | $377.85万 | 0.59% | 12,677 | -168 | -1.3% | -$5.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $367.99万 | 0.57% | 3,934 | -34 | -0.9% | -$3.18万 | 减仓 |
| GLW | CORNING INC | $345.50万 | 0.54% | 13,526 | 3,240 | 31.5% | $82.76万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $336.47万 | 0.52% | 9,950 | -163 | -1.6% | -$5.51万 | 减仓 |
| EEM | ISHARES TR | $325.73万 | 0.51% | 47,614 | 2,859 | 6.4% | $19.56万 | 加仓 |
| V | VISA INC | $310.18万 | 0.48% | 9,041 | 85 | 0.9% | $2.92万 | 加仓 |
| CAT | CATERPILLAR INC | $309.35万 | 0.48% | 2,905 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $302.82万 | 0.47% | 34,791 | 638 | 1.9% | $5.55万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $301.74万 | 0.47% | 32,702 | 760 | 2.4% | $7.01万 | 加仓 |
| FAST | FASTENAL CO | $295.74万 | 0.46% | 61,573 | -286 | -0.5% | -$1.37万 | 减仓 |
| MS | MORGAN STANLEY | $292.63万 | 0.45% | 13,999 | 73 | 0.5% | $1.53万 | 加仓 |
| GE | GE AEROSPACE | $291.05万 | 0.45% | 7,788 | 206 | 2.7% | $7.70万 | 加仓 |
| CSCO | CISCO SYS INC | $284.55万 | 0.44% | 24,225 | 6,271 | 34.9% | $73.66万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $282.72万 | 0.44% | 33,758 | 1,081 | 3.3% | $9.05万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $274.04万 | 0.43% | 12,652 | 57 | 0.5% | $1.23万 | 加仓 |
| EBAY | EBAY INC. | $273.56万 | 0.43% | 24,480 | 558 | 2.3% | $6.24万 | 加仓 |
| — | EXXON MOBIL CORP | $270.19万 | 0.42% | 19,762 | -226 | -1.1% | -$3.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $257.82万 | 0.40% | 10,152 | -14 | -0.1% | -$3,555 | 减仓 |
| AME | AMETEK INC | $252.33万 | 0.39% | 10,430 | 119 | 1.2% | $2.88万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $252.13万 | 0.39% | 3,671 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $245.78万 | 0.38% | 4,698 | 220 | 4.9% | $11.51万 | 加仓 |
| BLK | BLACKROCK INC | $235.93万 | 0.37% | 2,454 | 18 | 0.7% | $1.73万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $227.51万 | 0.35% | 4,632 | 289 | 6.7% | $14.19万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $224.82万 | 0.35% | 4,901 | 197 | 4.2% | $9.04万 | 加仓 |
| ADI | ANALOG DEVICES INC | $222.67万 | 0.35% | 5,606 | 1,483 | 36.0% | $58.90万 | 加仓 |
| LLY | ELI LILLY & CO | $221.20万 | 0.34% | 1,844 | 315 | 20.6% | $37.79万 | 加仓 |
| WMT | WALMART INC | $219.76万 | 0.34% | 19,403 | 521 | 2.8% | $5.90万 | 加仓 |
| DOV | DOVER CORP | $219.72万 | 0.34% | 9,797 | 398 | 4.2% | $8.93万 | 加仓 |
| VMC | VULCAN MATLS CO | $215.42万 | 0.33% | 7,302 | 348 | 5.0% | $10.27万 | 加仓 |
| PCAR | PACCAR INC | $214.64万 | 0.33% | 17,869 | 460 | 2.6% | $5.53万 | 加仓 |
| AVGO | BROADCOM INC | $209.15万 | 0.33% | 5,537 | 1,407 | 34.1% | $53.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $204.64万 | 0.32% | 2,092 | 561 | 36.6% | $54.88万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $202.46万 | 0.31% | 3,511 | 120 | 3.5% | $6.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $198.96万 | 0.31% | 3,968 | 209 | 5.6% | $10.48万 | 加仓 |
| GGG | GRACO INC | $195.09万 | 0.30% | 25,803 | 1,714 | 7.1% | $12.96万 | 加仓 |
| META | META PLATFORMS INC | $194.37万 | 0.30% | 3,451 | -309 | -8.2% | -$17.40万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $193.84万 | 0.30% | 15,384 | 1,620 | 11.8% | $20.41万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $184.44万 | 0.29% | 6,860 | 1,551 | 29.2% | $41.70万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $183.32万 | 0.28% | 45,568 | 1,495 | 3.4% | $6.01万 | 加仓 |
| TJX | TJX COS INC NEW | $170.55万 | 0.27% | 11,257 | 3,353 | 42.4% | $50.80万 | 加仓 |
| PSX | PHILLIPS 66 | $168.24万 | 0.26% | 9,952 | -66 | -0.7% | -$1.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $167.38万 | 0.26% | 10,098 | -106 | -1.0% | -$1.76万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $164.75万 | 0.26% | 29,686 | 8,513 | 40.2% | $47.25万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $162.17万 | 0.25% | 4,078 | 468 | 13.0% | $18.61万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $155.10万 | 0.24% | 8,901 | 1,798 | 25.3% | $31.33万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $148.05万 | 0.23% | 20,735 | 1,868 | 9.9% | $13.34万 | 加仓 |
| NEM | NEWMONT CORP | $144.90万 | 0.23% | 15,514 | 4,024 | 35.0% | $37.58万 | 加仓 |
| TSLA | TESLA INC | $131.82万 | 0.20% | 3,134 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $121.58万 | 0.19% | 4,658 | 321 | 7.4% | $8.38万 | 加仓 |
| DSI | ISHARES TR | $105.30万 | 0.16% | 7,395 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $91.29万 | 0.14% | 7,352 | -912 | -11.0% | -$11.32万 | 减仓 |
| NB | NIOCORP DEVS LTD | $89.08万 | 0.14% | 184,820 | -5,600 | -2.9% | -$2.70万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $86.22万 | 0.13% | 11,511 | -70 | -0.6% | -$5,243 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $73.54万 | 0.11% | 19,946 | -20 | -0.1% | -$737 | 减仓 |
| SETM | SPROTT FDS TR | $72.96万 | 0.11% | 23,415 | 1,190 | 5.4% | $3.71万 | 加仓 |
| ADBE | ADOBE INC | $68.76万 | 0.11% | 3,354 | -1,393 | -29.3% | -$28.56万 | 减仓 |
| ABBV | ABBVIE INC | $65.17万 | 0.10% | 2,590 | -31 | -1.2% | -$7,801 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $60.38万 | 0.09% | 18,139 | 1,480 | 8.9% | $4.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $57.09万 | 0.09% | 3,612 | -264 | -6.8% | -$4.17万 | 减仓 |
| AFL | AFLAC INC | $56.51万 | 0.09% | 4,820 | -2,923 | -37.8% | -$34.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.73万 | 0.08% | 1,125 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $53.16万 | 0.08% | 4,676 | -360 | -7.1% | -$4.09万 | 减仓 |
| SLV | ISHARES SILVER TR | $51.92万 | 0.08% | 9,711 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $50.03万 | 0.08% | 3,233 | -2,862 | -47.0% | -$44.29万 | 减仓 |
| GOOG | ALPHABET INC | $49.64万 | 0.08% | 1,405 | -50 | -3.4% | -$1.77万 | 减仓 |
| GLD | SPDR GOLD TR | $47.01万 | 0.07% | 1,276 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.18万 | 0.07% | 578 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $37.28万 | 0.06% | 2,450 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $35.97万 | 0.06% | 1,988 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $33.80万 | 0.05% | 16,058 | 16,058 | — | $33.80万 | 新建仓 |
| DHR | DANAHER CORP DEL | $32.23万 | 0.05% | 1,692 | -1,561 | -48.0% | -$29.73万 | 减仓 |
| IGRO | ISHARES TR | $31.91万 | 0.05% | 3,630 | 49 | 1.4% | $4,308 | 加仓 |