Harbor Advisors LLC
West Palm Beach FL · SEC CIK 0001687156
$6.92亿2026Q1 申报市值
197持仓数
66.2%前十大占比 · 第一大 33.9%
7 / 5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
GDS 加仓+$110.80万
PNFP 新建仓+$103.37万
MU 加仓+$84.46万
LLY 加仓+$36.79万
WLFC 新建仓+$34.05万
2026Q1 卖出最多 按季末市值估算
EQIX 减仓-$1,328.23万
GOOGL 减仓-$287.56万
CHTR 减仓-$155.39万
NTB 减仓-$55.10万
PANW 减仓-$40.08万
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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $2.35亿 | 33.88% | 239,240 | -13,550 | -5.4% | -$1,328.23万 | 减仓 |
| GOOGL | ALPHABET INC | $4,186.87万 | 6.05% | 145,600 | -10,000 | -6.4% | -$287.56万 | 减仓 |
| AAPL | APPLE INC | $3,766.24万 | 5.44% | 148,400 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $3,190.70万 | 4.61% | 153,200 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $3,139.20万 | 4.54% | 180,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2,435.53万 | 3.52% | 499,800 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,722.98万 | 2.49% | 51,000 | 2,500 | 5.2% | $84.46万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,396.50万 | 2.02% | 57,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1,299.12万 | 1.88% | 26,000 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,253.08万 | 1.81% | 186,832 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $980.95万 | 1.42% | 26,500 | 500 | 1.9% | $18.51万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $962.31万 | 1.39% | 41,255 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $789.54万 | 1.14% | 13,800 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $760.48万 | 1.10% | 144,908 | -10,500 | -6.8% | -$55.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $710.34万 | 1.03% | 24,148 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $581.31万 | 0.84% | 13,667 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $580.10万 | 0.84% | 41,519 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $573.72万 | 0.83% | 20,000 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $473.34万 | 0.68% | 27,992 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $460.47万 | 0.67% | 25,552 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $447.76万 | 0.65% | 15,000 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $433.71万 | 0.63% | 20,650 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $410.12万 | 0.59% | 33,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $377.38万 | 0.55% | 3,924 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $374.44万 | 0.54% | 25,900 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $359.05万 | 0.52% | 25,000 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $349.00万 | 0.50% | 8,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $286.38万 | 0.41% | 27,600 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $264.91万 | 0.38% | 4,500 | 0 | 0.0% | — | 不变 |
| MCB | METROPOLITAN BK HLDG CORP | $262.36万 | 0.38% | 31,500 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $260.11万 | 0.38% | 12,572 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $244.01万 | 0.35% | 6,250 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $237.09万 | 0.34% | 12,505 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $229.70万 | 0.33% | 20,000 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $219.12万 | 0.32% | 41,265 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $217.33万 | 0.31% | 10,444 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $216.90万 | 0.31% | 7,133 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $216.08万 | 0.31% | 12,000 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $211.91万 | 0.31% | 40,799 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $210.99万 | 0.30% | 60,043 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $198.64万 | 0.29% | 7,000 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $191.38万 | 0.28% | 47,500 | 27,500 | 137.5% | $110.80万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $188.77万 | 0.27% | 8,744 | -7,198 | -45.2% | -$155.39万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $181.39万 | 0.26% | 8,375 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $180.89万 | 0.26% | 5,500 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $177.69万 | 0.26% | 15,947 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $174.42万 | 0.25% | 13,000 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $163.43万 | 0.24% | 5,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.91万 | 0.23% | 11,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $160.32万 | 0.23% | 10,000 | -2,500 | -20.0% | -$40.08万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $159.64万 | 0.23% | 23,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $159.22万 | 0.23% | 20,000 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $158.19万 | 0.23% | 14,500 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $157.54万 | 0.23% | 13,700 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $156.50万 | 0.23% | 24,000 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $154.95万 | 0.22% | 33,409 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $147.46万 | 0.21% | 3,000 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $147.46万 | 0.21% | 18,746 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $145.86万 | 0.21% | 3,500 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $145.85万 | 0.21% | 6,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $136.70万 | 0.20% | 8,057 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $130.52万 | 0.19% | 6,766 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $125.29万 | 0.18% | 5,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $123.15万 | 0.18% | 30,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $122.39万 | 0.18% | 9,272 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $120.90万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $119.57万 | 0.17% | 1,300 | 400 | 44.4% | $36.79万 | 加仓 |
| ECHO | ECHOSTAR CORP | $117.07万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $112.91万 | 0.16% | 9,000 | 2,000 | 28.6% | $25.09万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $110.39万 | 0.16% | 11,500 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $109.28万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $109.11万 | 0.16% | 1,250 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $108.75万 | 0.16% | 6,608 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $108.33万 | 0.16% | 3,500 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $107.14万 | 0.15% | 26,560 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $106.28万 | 0.15% | 15,000 | 1,000 | 7.1% | $7.08万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $103.37万 | 0.15% | 12,000 | 12,000 | — | $103.37万 | 新建仓 |
| LII | LENNOX INTL INC | $102.11万 | 0.15% | 2,200 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $98.46万 | 0.14% | 21,455 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $96.49万 | 0.14% | 512 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $93.93万 | 0.14% | 18,674 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $92.68万 | 0.13% | 19,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $92.46万 | 0.13% | 700 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY GROUP INC | $91.32万 | 0.13% | 196,382 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $89.75万 | 0.13% | 31,962 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $87.42万 | 0.13% | 3,700 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $86.99万 | 0.13% | 4,398 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $86.54万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $86.10万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $84.36万 | 0.12% | 14,800 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $82.95万 | 0.12% | 5,500 | 500 | 10.0% | $7.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.37万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $81.28万 | 0.12% | 6,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $80.69万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $79.55万 | 0.11% | 4,500 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $78.99万 | 0.11% | 30,000 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $74.14万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $73.20万 | 0.11% | 13,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $72.78万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |