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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $2.49亿 | 31.36% | 239,240 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $5,771.45万 | 7.26% | 50,000 | -1,000 | -2.0% | -$115.43万 | 减仓 |
| GOOGL | ALPHABET INC | $5,203.31万 | 6.54% | 145,600 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $4,294.10万 | 5.40% | 148,400 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $3,651.37万 | 4.59% | 153,200 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $3,601.62万 | 4.53% | 180,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,974.21万 | 2.48% | 499,800 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,626.19万 | 2.05% | 186,832 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $1,542.02万 | 1.94% | 57,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1,335.36万 | 1.68% | 26,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $988.50万 | 1.24% | 26,500 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $979.10万 | 1.23% | 41,255 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $862.20万 | 1.08% | 144,908 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $790.44万 | 0.99% | 24,148 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $777.34万 | 0.98% | 13,800 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $762.23万 | 0.96% | 27,600 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $706.66万 | 0.89% | 20,000 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $626.69万 | 0.79% | 41,519 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $623.52万 | 0.78% | 27,992 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $556.60万 | 0.70% | 13,667 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $548.65万 | 0.69% | 30,552 | 5,000 | 19.6% | $89.79万 | 加仓 |
| EVR | EVERCORE INC | $512.16万 | 0.64% | 15,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $476.96万 | 0.60% | 6,250 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $377.32万 | 0.47% | 3,924 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $373.76万 | 0.47% | 33,000 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $362.34万 | 0.46% | 8,000 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $346.36万 | 0.44% | 20,650 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $341.02万 | 0.43% | 10,000 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $336.00万 | 0.42% | 25,900 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $335.32万 | 0.42% | 25,000 | 0 | 0.0% | — | 不变 |
| MCB | METROPOLITAN BK HLDG CORP | $311.09万 | 0.39% | 31,500 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $261.61万 | 0.33% | 7,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $259.51万 | 0.33% | 4,500 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $257.15万 | 0.32% | 10,444 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $238.20万 | 0.30% | 12,505 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $236.42万 | 0.30% | 20,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $235.72万 | 0.30% | 7,133 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $232.36万 | 0.29% | 4,000 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $225.82万 | 0.28% | 40,799 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $216.35万 | 0.27% | 52,360 | 42,030 | 406.9% | $173.67万 | 加仓 |
| BPOP | POPULAR INC | $213.43万 | 0.27% | 13,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $208.39万 | 0.26% | 12,572 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $193.97万 | 0.24% | 5,500 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $193.29万 | 0.24% | 41,265 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $192.26万 | 0.24% | 8,375 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $190.46万 | 0.24% | 12,000 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $188.68万 | 0.24% | 15,947 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC | $181.93万 | 0.23% | 23,000 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $180.18万 | 0.23% | 60,000 | 12,500 | 26.3% | $37.54万 | 加仓 |
| EG | EVEREST GROUP LTD | $178.62万 | 0.22% | 5,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $171.91万 | 0.22% | 3,500 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $169.93万 | 0.21% | 1,500 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $167.41万 | 0.21% | 5,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $165.28万 | 0.21% | 20,000 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $162.43万 | 0.20% | 18,746 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $161.40万 | 0.20% | 14,500 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $161.21万 | 0.20% | 13,700 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $157.56万 | 0.20% | 33,409 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $155.93万 | 0.20% | 1,300 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $153.96万 | 0.19% | 24,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $150.41万 | 0.19% | 3,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $146.86万 | 0.18% | 1,250 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $142.59万 | 0.18% | 30,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $139.97万 | 0.18% | 5,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $139.26万 | 0.18% | 700 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $138.13万 | 0.17% | 6,608 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $137.24万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $132.21万 | 0.17% | 3,500 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $128.37万 | 0.16% | 6,766 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $128.34万 | 0.16% | 11,000 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $126.05万 | 0.16% | 2,200 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $124.35万 | 0.16% | 8,744 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $123.30万 | 0.16% | 15,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $123.01万 | 0.15% | 6,000 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY GROUP INC | $122.54万 | 0.15% | 196,382 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $121.06万 | 0.15% | 12,000 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $111.76万 | 0.14% | 21,455 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $111.62万 | 0.14% | 11,500 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $106.54万 | 0.13% | 512 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $103.92万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $98.19万 | 0.12% | 30,000 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $96.82万 | 0.12% | 14,800 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $96.39万 | 0.12% | 9,272 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $95.36万 | 0.12% | 13,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $94.38万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $88.01万 | 0.11% | 17,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $86.38万 | 0.11% | 9,000 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $85.28万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $84.60万 | 0.11% | 2,500 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $82.92万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $81.58万 | 0.10% | 3,700 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $80.81万 | 0.10% | 6,000 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $78.88万 | 0.10% | 18,644 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $77.65万 | 0.10% | 19,000 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $77.54万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $77.31万 | 0.10% | 4,398 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $76.96万 | 0.10% | 31,962 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $75.56万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $75.22万 | 0.09% | 26,560 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $75.15万 | 0.09% | 25,125 | 0 | 0.0% | — | 不变 |