Harbor Advisors LLC
West Palm Beach FL · SEC CIK 0001687156
$7.95亿2026Q2 申报市值
194持仓数
67.8%前十大占比 · 第一大 31.4%
10 / 13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
DVN 加仓+$173.67万
DLR 加仓+$89.79万
MCD 新建仓+$54.06万
TRLV 新建仓+$48.42万
TCBX 新建仓+$40.40万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$210.99万
EXXON MOBIL CORP 清仓-$136.70万
MU 减仓-$115.43万
CIFR 减仓-$49.00万
CNC 减仓-$32.09万
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 |
|---|---|---|---|---|---|---|---|---|
| JEF | JEFFERIES FINANCIAL GROUP IN | $74.97万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $74.88万 | 0.09% | 42,260 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $74.34万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| AII | AMERICAN INTEGRITY INS GROUP | $71.92万 | 0.09% | 38,192 | 7,500 | 24.4% | $14.12万 | 加仓 |
| C | CITIGROUP INC | $69.98万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP | $68.64万 | 0.09% | 3,000 | 1,000 | 50.0% | $22.88万 | 加仓 |
| MTN | VAIL RESORTS INC | $68.08万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $67.65万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $67.08万 | 0.08% | 9,000 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $67.05万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $66.66万 | 0.08% | 15,671 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $66.50万 | 0.08% | 1,600 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $64.72万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $62.11万 | 0.08% | 18,674 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV | $62.06万 | 0.08% | 9,059 | 86 | 1.0% | $5,892 | 加仓 |
| BE | BLOOM ENERGY CORP | $60.54万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $59.86万 | 0.08% | 3,541 | 0 | 0.0% | — | 不变 |
| PCB | PCB BANCORP | $56.74万 | 0.07% | 20,000 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $56.00万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $55.72万 | 0.07% | 21,732 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $54.32万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $54.06万 | 0.07% | 2,000 | 2,000 | — | $54.06万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $52.66万 | 0.07% | 7,298 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $50.57万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $49.83万 | 0.06% | 3,400 | 0 | 0.0% | — | 不变 |
| HAFC | HANMI FINL CORP | $48.60万 | 0.06% | 15,000 | -5,000 | -25.0% | -$16.20万 | 减仓 |
| TRLV | TRULIEVE CANNABIS CORP | $48.42万 | 0.06% | 42,640 | 42,640 | — | $48.42万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.76万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $44.93万 | 0.06% | 7,000 | -5,000 | -41.7% | -$32.09万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $44.13万 | 0.06% | 13,272 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $43.44万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $43.10万 | 0.05% | 4,602 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $42.94万 | 0.05% | 5,976 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $42.88万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $42.15万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $41.69万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $40.96万 | 0.05% | 10,500 | 0 | 0.0% | — | 不变 |
| CBNK | CAPITAL BANCORP INC MD | $40.45万 | 0.05% | 11,517 | 0 | 0.0% | — | 不变 |
| TCBX | THIRD COAST BANCSHARES INC | $40.40万 | 0.05% | 10,000 | 10,000 | — | $40.40万 | 新建仓 |
| CRWV | COREWEAVE INC | $39.82万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $37.96万 | 0.05% | 14,275 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $37.73万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $37.06万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $36.98万 | 0.05% | 17,500 | 7,500 | 75.0% | $15.85万 | 加仓 |
| VLTO | VERALTO CORP | $36.95万 | 0.05% | 4,167 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $36.62万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $35.70万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $35.67万 | 0.04% | 14,000 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $35.00万 | 0.04% | 40,000 | 0 | 0.0% | — | 不变 |
| HTB | HOMETRUST BANCSHARES INC | $34.90万 | 0.04% | 6,995 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $33.54万 | 0.04% | 1,071 | 0 | 0.0% | — | 不变 |
| PXED | PHOENIX ED PARTNERS INC | $32.85万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $32.41万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $32.39万 | 0.04% | 16,951 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $31.45万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $31.00万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $30.95万 | 0.04% | 29,146 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP | $30.69万 | 0.04% | 9,867 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $30.16万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $29.91万 | 0.04% | 11,550 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $29.78万 | 0.04% | 3,000 | 3,000 | — | $29.78万 | 新建仓 |
| RMD | RESMED INC | $29.23万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| JAN | JANUS LIVING INC | $28.74万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $26.88万 | 0.03% | 15,000 | 15,000 | — | $26.88万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $26.85万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $26.64万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $26.57万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $25.52万 | 0.03% | 55,000 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $25.46万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $25.27万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | HOYNE BANCORP INC | $25.11万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $24.86万 | 0.03% | 4,766 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $24.59万 | 0.03% | 5,315 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $24.50万 | 0.03% | 10,000 | -20,000 | -66.7% | -$49.00万 | 减仓 |
| EWZ | ISHARES INC | $24.15万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $23.50万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $22.26万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $22.08万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $21.50万 | 0.03% | 2,000 | 2,000 | — | $21.50万 | 新建仓 |
| OLN | OLIN CORP | $19.82万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| PTACU | PATRIOT ACQUISITION CORP | $19.05万 | 0.02% | 19,069 | 19,069 | — | $19.05万 | 新建仓 |
| EROC | EROCK INC | $16.82万 | 0.02% | 11,600 | 11,600 | — | $16.82万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $15.87万 | 0.02% | 10,000 | 10,000 | — | $15.87万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $15.72万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $10.69万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $10.03万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $9.22万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $9.16万 | 0.01% | 10,000 | 10,000 | — | $9.16万 | 新建仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $7.44万 | 0.01% | 21,081 | 0 | 0.0% | — | 不变 |
| TV | GRUPO TELEVISA S A B | $6.67万 | 0.01% | 24,628 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $5.99万 | 0.01% | 26,467 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $5.71万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $4.93万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -60,043 | -100.0% | -$210.99万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -8,057 | -100.0% | -$136.70万 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -24,320 | -100.0% | -$28.53万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -7,500 | -100.0% | -$27.77万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -500 | -100.0% | -$23.66万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -500 | -100.0% | -$23.05万 | 清仓 |