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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $219.83万 | 0.52% | 10,625 | 373 | 3.6% | $7.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $227.41万 | 0.54% | 8,404 | -356 | -4.1% | -$9.63万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $237.31万 | 0.57% | 32,751 | 669 | 2.1% | $4.85万 | 加仓 |
| TXN | TEXAS INSTRS INC | $245.23万 | 0.59% | 12,632 | 2,847 | 29.1% | $55.27万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $249.13万 | 0.59% | 11,660 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $251.08万 | 0.60% | 87,453 | 1,900 | 2.2% | $5.45万 | 加仓 |
| ORCL | ORACLE CORP | $260.09万 | 0.62% | 17,680 | 478 | 2.8% | $7.03万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $261.21万 | 0.62% | 52,908 | -2,312 | -4.2% | -$11.41万 | 减仓 |
| ETR | ENTERGY CORP NEW | $286.64万 | 0.68% | 25,511 | -2,420 | -8.7% | -$27.19万 | 减仓 |
| BA | BOEING CO | $293.17万 | 0.70% | 14,730 | -42 | -0.3% | -$8,359 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $297.39万 | 0.71% | 20,285 | -2,064 | -9.2% | -$30.26万 | 减仓 |
| WFC | WELLS FARGO & CO | $315.18万 | 0.75% | 39,591 | 2,142 | 5.7% | $17.05万 | 加仓 |
| UNP | UNION PAC CORP | $327.81万 | 0.78% | 13,511 | -535 | -3.8% | -$12.98万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $331.94万 | 0.79% | 35,739 | 1,986 | 5.9% | $18.45万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $346.98万 | 0.83% | 28,260 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $348.30万 | 0.83% | 31,418 | -3,052 | -8.9% | -$33.83万 | 减仓 |
| NFLX | NETFLIX INC. | $357.40万 | 0.85% | 37,171 | -176 | -0.5% | -$1.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $410.00万 | 0.98% | 81,674 | -3,577 | -4.2% | -$17.96万 | 减仓 |
| GOOG | ALPHABET INC | $425.17万 | 1.01% | 14,821 | 169 | 1.2% | $4.85万 | 加仓 |
| O | REALTY INCOME CORP | $434.76万 | 1.04% | 71,063 | -5,070 | -6.7% | -$31.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $453.04万 | 1.08% | 10,871 | 7 | 0.1% | $2,917 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $476.50万 | 1.14% | 16,403 | -653 | -3.8% | -$18.97万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $506.98万 | 1.21% | 38,148 | -3,447 | -8.3% | -$45.81万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $527.11万 | 1.26% | 26,888 | 2,110 | 8.5% | $41.36万 | 加仓 |
| V | VISA INC | $536.70万 | 1.28% | 17,757 | -71 | -0.4% | -$2.15万 | 减仓 |
| CMI | CUMMINS INC | $543.00万 | 1.30% | 10,092 | 1,437 | 16.6% | $77.32万 | 加仓 |
| TSLA | TESLA INC | $574.31万 | 1.37% | 15,449 | -32 | -0.2% | -$1.19万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $593.19万 | 1.42% | 45,299 | -2,395 | -5.0% | -$31.36万 | 减仓 |
| CB | CHUBB LTD SWITZ | $603.58万 | 1.44% | 18,519 | -1,350 | -6.8% | -$44.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $668.17万 | 1.59% | 20,828 | 1,120 | 5.7% | $35.93万 | 加仓 |
| HD | HOME DEPOT INC | $675.52万 | 1.61% | 20,540 | 997 | 5.1% | $32.79万 | 加仓 |
| META | META PLATFORMS INC | $690.84万 | 1.65% | 12,075 | 190 | 1.6% | $10.87万 | 加仓 |
| ABBV | ABBVIE INC | $692.18万 | 1.65% | 31,826 | 2,150 | 7.2% | $46.76万 | 加仓 |
| — | EXXON MOBIL CORP | $721.79万 | 1.72% | 42,543 | 784 | 1.9% | $13.30万 | 加仓 |
| MPC | MARATHON PETE CORP | $735.71万 | 1.76% | 30,130 | -2,710 | -8.3% | -$66.17万 | 减仓 |
| CME | CME GROUP INC | $762.78万 | 1.82% | 25,826 | 1,599 | 6.6% | $47.23万 | 加仓 |
| AMZN | AMAZON COM INC | $923.80万 | 2.20% | 44,356 | 829 | 1.9% | $17.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $972.28万 | 2.32% | 39,776 | 1,013 | 2.6% | $24.76万 | 加仓 |
| ADI | ANALOG DEVICES INC | $988.24万 | 2.36% | 31,063 | -2,199 | -6.6% | -$69.96万 | 减仓 |
| ETN | EATON CORP PLC | $992.63万 | 2.37% | 27,753 | -951 | -3.3% | -$34.01万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,027.71万 | 2.45% | 23,681 | -3,671 | -13.4% | -$159.31万 | 减仓 |
| GOOGL | ALPHABET INC | $1,220.95万 | 2.91% | 42,459 | -120 | -0.3% | -$3.45万 | 减仓 |
| WMT | WALMART INC | $1,359.34万 | 3.24% | 109,378 | -4,574 | -4.0% | -$56.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,453.07万 | 3.47% | 39,254 | -54 | -0.1% | -$2.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,475.10万 | 3.52% | 50,146 | -836 | -1.6% | -$24.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,416.23万 | 5.76% | 138,545 | 531 | 0.4% | $9.26万 | 加仓 |
| AAPL | APPLE INC | $2,667.53万 | 6.36% | 105,108 | -2,095 | -2.0% | -$53.17万 | 减仓 |
| AVGO | BROADCOM INC | $2,863.95万 | 6.83% | 92,532 | 847 | 0.9% | $26.22万 | 加仓 |