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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $70.64万 | 0.10% | 5,976 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $69.17万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $67.72万 | 0.10% | 9,000 | 2,000 | 28.6% | $15.05万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $66.63万 | 0.10% | 18,644 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $64.90万 | 0.09% | 25,125 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $64.51万 | 0.09% | 3,541 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $64.16万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $62.80万 | 0.09% | 17,000 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $61.91万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $60.50万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $59.38万 | 0.09% | 42,260 | 0 | 0.0% | — | 不变 |
| AII | AMERICAN INTEGRITY INS GROUP | $59.17万 | 0.09% | 30,692 | -2,308 | -7.0% | -$4.45万 | 减仓 |
| H | HYATT HOTELS CORP | $57.52万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE | $57.45万 | 0.08% | 8,973 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $56.83万 | 0.08% | 2,800 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $56.70万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $56.62万 | 0.08% | 15,671 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $53.90万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| HAFC | HANMI FINL CORP | $52.72万 | 0.08% | 20,000 | 5,000 | 33.3% | $13.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $52.49万 | 0.08% | 7,298 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $51.98万 | 0.08% | 10,330 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $50.02万 | 0.07% | 3,400 | 1,000 | 41.7% | $14.71万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $49.46万 | 0.07% | 21,732 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $49.41万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $48.08万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| PCB | PCB BANCORP | $44.98万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $44.42万 | 0.06% | 1,300 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $43.29万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $42.30万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $41.40万 | 0.06% | 14,000 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $40.99万 | 0.06% | 6,000 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $40.20万 | 0.06% | 13,272 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $39.59万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $39.29万 | 0.06% | 12,000 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $38.79万 | 0.06% | 29,146 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $38.61万 | 0.06% | 30,000 | 20,000 | 200.0% | $25.74万 | 加仓 |
| FDX | FEDEX CORP | $38.15万 | 0.06% | 1,071 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $37.25万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $36.84万 | 0.05% | 4,167 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $36.52万 | 0.05% | 40,000 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $36.14万 | 0.05% | 14,275 | 0 | 0.0% | — | 不变 |
| CBNK | CAPITAL BANCORP INC MD | $34.25万 | 0.05% | 11,517 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $34.17万 | 0.05% | 10,500 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP | $34.05万 | 0.05% | 2,000 | 2,000 | — | $34.05万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.80万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $33.67万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $32.71万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $31.52万 | 0.05% | 20,000 | -20,000 | -50.0% | -$31.52万 | 减仓 |
| PXED | PHOENIX ED PARTNERS INC | $31.46万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $30.99万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $30.59万 | 0.04% | 4,602 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $30.50万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $30.43万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| HTB | HOMETRUST BANCSHARES INC | $29.83万 | 0.04% | 6,995 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $29.73万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $29.54万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $29.53万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $29.39万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $29.22万 | 0.04% | 16,951 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $28.53万 | 0.04% | 24,320 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $28.00万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.87万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $27.83万 | 0.04% | 4,766 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $27.77万 | 0.04% | 7,500 | 7,500 | — | $27.77万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $27.17万 | 0.04% | 55,000 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $27.10万 | 0.04% | 2,000 | -1,000 | -33.3% | -$13.55万 | 减仓 |
| IMKTA | INGLES MKTS INC | $26.97万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $26.87万 | 0.04% | 7,000 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $26.17万 | 0.04% | 500 | 500 | — | $26.17万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $25.53万 | 0.04% | 11,550 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $24.80万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $24.62万 | 0.04% | 1,500 | 0 | 0.0% | — | 重新持有 |
| HCA | HCA HEALTHCARE INC | $23.66万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| JAN | JANUS LIVING INC | $23.57万 | 0.03% | 10,000 | 10,000 | — | $23.57万 | 新建仓 |
| ALRS | ALERUS FINL CORP | $23.39万 | 0.03% | 9,867 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $23.18万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $23.05万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $22.58万 | 0.03% | 7,400 | 0 | 0.0% | — | 不变 |
| — | HOYNE BANCORP INC | $21.71万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $21.41万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $21.18万 | 0.03% | 5,315 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $21.07万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $20.82万 | 0.03% | 5,000 | 5,000 | — | $20.82万 | 新建仓 |
| HSY | HERSHEY CO | $20.79万 | 0.03% | 1,000 | 1,000 | — | $20.79万 | 新建仓 |
| B | BARRICK MNG CORP | $20.39万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| KURA | KURA ONCOLOGY INC | $16.26万 | 0.02% | 20,000 | 10,000 | 100.0% | $8.13万 | 重新持有 |
| TH | TARGET HOSPITALITY CORP | $13.92万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $12.20万 | 0.02% | 26,467 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $12.14万 | 0.02% | 10,044 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $11.46万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $10.84万 | 0.02% | 10,000 | -2,500 | -20.0% | -$2.71万 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $9.94万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $9.78万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BLUE RIDGE BANKSHARES INC VA | $8.85万 | 0.01% | 21,081 | 0 | 0.0% | — | 不变 |
| TV | GRUPO TELEVISA S A B | $7.17万 | 0.01% | 24,628 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $5.54万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $5.40万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$26.62万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$25.50万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,000 | -100.0% | -$24.67万 | 清仓 |