HARRELL INVESTMENT PARTNERS, LLC
AUSTIN TX · SEC CIK 0001802882
$4.19亿2026Q1 申报市值
144持仓数
39.3%前十大占比 · 第一大 6.8%
20 / 3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
ZTS 新建仓+$182.07万
IEUR 新建仓+$154.92万
EPD 加仓+$90.43万
LAMR 新建仓+$90.32万
MS 加仓+$90.07万
2026Q1 卖出最多 按季末市值估算
SLAB 清仓-$510.62万
MDT 清仓-$456.43万
MSI 减仓-$159.31万
ADI 减仓-$69.96万
MPC 减仓-$66.17万
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 |
|---|---|---|---|---|---|---|---|---|
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -39,068 | -100.0% | -$510.62万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -47,515 | -100.0% | -$456.43万 | 清仓 |
| XSW | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,509 | -100.0% | -$65.67万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OPEN LENDING CORP | $2.80万 | 0.01% | 22,404 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.34万 | 0.05% | 1,496 | 1,496 | — | $20.34万 | 新建仓 |
| IDXX | IDEXX LABS INC | $20.40万 | 0.05% | 363 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $20.57万 | 0.05% | 3,000 | 0 | 0.0% | — | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $21.21万 | 0.05% | 194 | 194 | — | $21.21万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $21.33万 | 0.05% | 541 | 541 | — | $21.33万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.63万 | 0.05% | 696 | 696 | — | $21.63万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $23.07万 | 0.06% | 4,729 | -295 | -5.9% | -$1.44万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.15万 | 0.06% | 1,674 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC | $23.58万 | 0.06% | 6,440 | -1,000 | -13.4% | -$3.66万 | 减仓 |
| PEP | PEPSICO INC | $23.85万 | 0.06% | 1,536 | 1,536 | — | $23.85万 | 新建仓 |
| RTX | RTX CORPORATION | $23.88万 | 0.06% | 1,238 | 1,238 | — | $23.88万 | 新建仓 |
| ALL | ALLSTATE CORP | $25.88万 | 0.06% | 1,248 | -346 | -21.7% | -$7.17万 | 减仓 |
| CAT | CATERPILLAR INC | $26.43万 | 0.06% | 373 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $27.16万 | 0.06% | 14,071 | 14,071 | — | $27.16万 | 新建仓 |
| — | HONEYWELL INTL INC | $28.71万 | 0.07% | 1,270 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.13万 | 0.07% | 1,379 | 5 | 0.4% | $1,056 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.83万 | 0.07% | 353 | 2 | 0.6% | $1,690 | 加仓 |
| WDAY | WORKDAY INC | $30.05万 | 0.07% | 2,313 | -7 | -0.3% | -$909 | 减仓 |
| FDS | FACTSET RESH SYS INC | $30.48万 | 0.07% | 1,404 | -138 | -8.9% | -$3.00万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.61万 | 0.08% | 1,554 | -20 | -1.3% | -$4,069 | 减仓 |
| TRGP | TARGA RES CORP | $32.41万 | 0.08% | 1,293 | 6 | 0.5% | $1,504 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $32.46万 | 0.08% | 3,322 | -2,693 | -44.8% | -$26.32万 | 减仓 |
| EEMA | ISHARES INC | $32.98万 | 0.08% | 3,445 | -2,429 | -41.4% | -$23.25万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.12万 | 0.08% | 2,264 | -2,300 | -50.4% | -$33.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.22万 | 0.08% | 735 | -45 | -5.8% | -$2.16万 | 减仓 |
| MRK | MERCK & CO INC | $36.39万 | 0.09% | 3,025 | -218 | -6.7% | -$2.62万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $37.11万 | 0.09% | 8,206 | -1,168 | -12.5% | -$5.28万 | 减仓 |
| CSCO | CISCO SYS INC | $38.00万 | 0.09% | 4,897 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $38.39万 | 0.09% | 7,268 | 66 | 0.9% | $3,486 | 加仓 |
| HCA | HCA HEALTHCARE INC | $40.00万 | 0.10% | 845 | 1 | 0.1% | $473 | 加仓 |
| VST | VISTRA CORP | $40.59万 | 0.10% | 2,700 | -1,370 | -33.7% | -$20.60万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $41.79万 | 0.10% | 3,331 | -98 | -2.9% | -$1.23万 | 减仓 |
| UGI | UGI CORP NEW | $45.94万 | 0.11% | 12,613 | 12,613 | — | $45.94万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $46.44万 | 0.11% | 5,033 | 5,033 | — | $46.44万 | 新建仓 |
| XYZ | BLOCK INC | $52.00万 | 0.12% | 8,640 | -3 | -0.0% | -$181 | 减仓 |
| PSX | PHILLIPS 66 | $52.07万 | 0.12% | 2,858 | 200 | 7.5% | $3.64万 | 加仓 |
| ILMN | ILLUMINA INC | $52.08万 | 0.12% | 4,225 | -53 | -1.2% | -$6,533 | 减仓 |
| NVO | NOVO-NORDISK A S | $54.84万 | 0.13% | 14,923 | 2,047 | 15.9% | $7.52万 | 加仓 |
| WM | WASTE MGMT INC DEL | $57.63万 | 0.14% | 2,508 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $60.55万 | 0.14% | 4,182 | -10 | -0.2% | -$1,448 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $60.66万 | 0.14% | 5,560 | 5,560 | — | $60.66万 | 新建仓 |
| WSO | WATSCO INC | $60.72万 | 0.14% | 1,669 | 1,669 | — | $60.72万 | 新建仓 |
| LLY | ELI LILLY & CO | $62.28万 | 0.15% | 677 | 25 | 3.8% | $2.30万 | 加仓 |
| QCOM | QUALCOMM INC | $63.39万 | 0.15% | 4,922 | 9 | 0.2% | $1,159 | 加仓 |
| YUM | YUM BRANDS INC | $64.88万 | 0.15% | 4,173 | -18 | -0.4% | -$2,798 | 减仓 |
| PAYX | PAYCHEX INC | $66.84万 | 0.16% | 7,256 | 7,256 | — | $66.84万 | 新建仓 |
| IBB | ISHARES TR | $67.90万 | 0.16% | 4,021 | -1,874 | -31.8% | -$31.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.34万 | 0.16% | 1,051 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $68.61万 | 0.16% | 12,044 | 12,044 | — | $68.61万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $70.73万 | 0.17% | 5,855 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $72.94万 | 0.17% | 5,868 | 2,357 | 67.1% | $29.30万 | 加仓 |
| SEIC | SEI INVTS CO | $74.23万 | 0.18% | 9,460 | 42 | 0.4% | $3,296 | 加仓 |
| CVS | CVS HEALTH CORP | $74.56万 | 0.18% | 10,381 | 10,381 | — | $74.56万 | 新建仓 |
| SHEL | SHELL PLC | $76.37万 | 0.18% | 8,212 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $77.26万 | 0.18% | 4,912 | -361 | -6.8% | -$5.68万 | 减仓 |
| SPGI | S&P GLOBAL INC | $80.88万 | 0.19% | 1,901 | 882 | 86.6% | $37.52万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $81.02万 | 0.19% | 4,086 | 4,086 | — | $81.02万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $81.63万 | 0.19% | 4,937 | 2,714 | 122.1% | $44.87万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $84.26万 | 0.20% | 1,714 | -7 | -0.4% | -$3,441 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $84.90万 | 0.20% | 4,313 | -7 | -0.2% | -$1,378 | 减仓 |
| IVV | ISHARES TR | $85.29万 | 0.20% | 1,306 | -61 | -4.5% | -$3.98万 | 减仓 |
| SNA | SNAP ON INC | $85.45万 | 0.20% | 2,353 | 2,353 | — | $85.45万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $85.54万 | 0.20% | 4,586 | 4,586 | — | $85.54万 | 新建仓 |
| DE | DEERE & CO | $87.39万 | 0.21% | 1,551 | 85 | 5.8% | $4.79万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $88.00万 | 0.21% | 1,909 | 33 | 1.8% | $1.52万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $90.32万 | 0.22% | 7,131 | 7,131 | — | $90.32万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $90.65万 | 0.22% | 11,198 | 8,618 | 334.0% | $69.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $91.50万 | 0.22% | 2,677 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $93.23万 | 0.22% | 23,367 | 18,939 | 427.7% | $75.57万 | 加仓 |
| NVS | NOVARTIS AG | $99.14万 | 0.24% | 6,490 | -150 | -2.3% | -$2.29万 | 减仓 |
| INTC | INTEL CORP | $102.28万 | 0.24% | 23,177 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $104.07万 | 0.25% | 11,617 | -10 | -0.1% | -$896 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $104.66万 | 0.25% | 3,098 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $108.16万 | 0.26% | 23,570 | -6,112 | -20.6% | -$28.05万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $113.17万 | 0.27% | 7,901 | -40 | -0.5% | -$5,729 | 减仓 |
| IGM | ISHARES TR | $113.88万 | 0.27% | 9,609 | -2,847 | -22.9% | -$33.74万 | 减仓 |
| MS | MORGAN STANLEY | $113.93万 | 0.27% | 6,923 | 5,473 | 377.4% | $90.07万 | 加仓 |
| DIS | DISNEY WALT CO | $138.74万 | 0.33% | 14,395 | 68 | 0.5% | $6,554 | 加仓 |
| ADSK | AUTODESK INC | $146.73万 | 0.35% | 6,129 | 21 | 0.3% | $5,027 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $154.57万 | 0.37% | 14,184 | -4,188 | -22.8% | -$45.64万 | 减仓 |
| IEUR | ISHARES TR | $154.92万 | 0.37% | 22,046 | 22,046 | — | $154.92万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $159.30万 | 0.38% | 2,062 | -16 | -0.8% | -$1.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $160.16万 | 0.38% | 11,088 | 5,717 | 106.4% | $82.58万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $165.34万 | 0.39% | 22,016 | 9,276 | 72.8% | $69.66万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $166.12万 | 0.40% | 20,264 | -344 | -1.7% | -$2.82万 | 减仓 |
| SHOP | SHOPIFY INC | $173.56万 | 0.41% | 14,632 | 98 | 0.7% | $1.16万 | 加仓 |
| ZTS | ZOETIS INC | $182.07万 | 0.43% | 15,402 | 15,402 | — | $182.07万 | 新建仓 |
| TJX | TJX COS INC NEW | $192.62万 | 0.46% | 12,061 | -38 | -0.3% | -$6,069 | 减仓 |
| KO | COCA COLA CO | $194.15万 | 0.46% | 25,529 | 851 | 3.4% | $6.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $194.20万 | 0.46% | 4,349 | -28 | -0.6% | -$1.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $195.42万 | 0.47% | 14,804 | 6,166 | 71.4% | $81.39万 | 加仓 |
| BBY | BEST BUY INC | $203.95万 | 0.49% | 31,767 | -633 | -2.0% | -$4.06万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $204.35万 | 0.49% | 54,004 | 23,898 | 79.4% | $90.43万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $204.44万 | 0.49% | 43,582 | -1,893 | -4.2% | -$8.88万 | 减仓 |
| CRM | SALESFORCE INC | $214.67万 | 0.51% | 11,500 | -797 | -6.5% | -$14.88万 | 减仓 |