HARRELL INVESTMENT PARTNERS, LLC
AUSTIN TX · SEC CIK 0001802882
$4.61亿2026Q2 申报市值
144持仓数
40.1%前十大占比 · 第一大 7.4%
8 / 9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
EQIX 新建仓+$164.28万
SCI 新建仓+$139.10万
VZ 加仓+$78.67万
ADI 加仓+$67.20万
IYT 新建仓+$44.89万
2026Q2 卖出最多 按季末市值估算
CMCSA 清仓-$251.08万
BBY 清仓-$203.95万
XLP 减仓-$127.47万
AVGO 减仓-$81.52万
MU 减仓-$62.33万
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -87,453 | -100.0% | -$251.08万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -31,767 | -100.0% | -$203.95万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -3,331 | -100.0% | -$41.79万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -8,206 | -100.0% | -$37.11万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,264 | -100.0% | -$33.12万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,270 | -100.0% | -$28.71万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,729 | -100.0% | -$23.07万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -696 | -100.0% | -$21.63万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -363 | -100.0% | -$20.40万 | 清仓 |
| — | OPEN LENDING CORP | $6.97万 | 0.02% | 22,404 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.55万 | 0.04% | 1,518 | -18 | -1.2% | -$2,437 | 减仓 |
| HUM | HUMANA INC | $22.36万 | 0.05% | 563 | 563 | — | $22.36万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $22.47万 | 0.05% | 3,001 | 3,001 | — | $22.47万 | 新建仓 |
| RTX | RTX CORPORATION | $23.54万 | 0.05% | 1,241 | 3 | 0.2% | $569 | 加仓 |
| IVE | ISHARES TR | $23.92万 | 0.05% | 1,054 | -325 | -23.6% | -$7.38万 | 减仓 |
| — | STELLAR BANCORP INC | $24.14万 | 0.05% | 6,140 | -300 | -4.7% | -$1.18万 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC | $25.44万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $25.62万 | 0.06% | 5,040 | 5,040 | — | $25.62万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.27万 | 0.06% | 1,674 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $26.41万 | 0.06% | 1,557 | 0 | 0.0% | — | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $26.83万 | 0.06% | 194 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $27.90万 | 0.06% | 2,279 | -34 | -1.5% | -$4,162 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.52万 | 0.06% | 570 | -165 | -22.4% | -$8.26万 | 减仓 |
| ALL | ALLSTATE CORP | $28.79万 | 0.06% | 1,210 | -38 | -3.0% | -$9,041 | 减仓 |
| HCA | HCA HEALTHCARE INC | $28.92万 | 0.06% | 742 | -103 | -12.2% | -$4.01万 | 减仓 |
| NKE | NIKE INC | $31.56万 | 0.07% | 7,688 | 420 | 5.8% | $1.72万 | 加仓 |
| SLB | SLB LIMITED | $33.07万 | 0.07% | 7,114 | 7,114 | — | $33.07万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $33.40万 | 0.07% | 541 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $34.83万 | 0.08% | 1,299 | 6 | 0.5% | $1,609 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.81万 | 0.08% | 354 | 1 | 0.3% | $1,012 | 加仓 |
| FDS | FACTSET RESH SYS INC | $35.91万 | 0.08% | 1,561 | 157 | 11.2% | $3.61万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $37.06万 | 0.08% | 859 | 859 | — | $37.06万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $38.35万 | 0.08% | 3,315 | -7 | -0.2% | -$810 | 减仓 |
| EEMA | ISHARES INC | $38.84万 | 0.08% | 3,321 | -124 | -3.6% | -$1.45万 | 减仓 |
| MRK | MERCK & CO INC | $38.94万 | 0.08% | 3,030 | 5 | 0.2% | $643 | 加仓 |
| CAT | CATERPILLAR INC | $39.73万 | 0.09% | 373 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $40.87万 | 0.09% | 4,920 | -15,344 | -75.7% | -$127.47万 | 减仓 |
| GLW | CORNING INC | $40.90万 | 0.09% | 1,601 | 105 | 7.0% | $2.68万 | 加仓 |
| ET | ENERGY TRANSFER L P | $41.93万 | 0.09% | 21,928 | 7,857 | 55.8% | $15.02万 | 加仓 |
| VST | VISTRA CORP | $42.83万 | 0.09% | 2,700 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $44.89万 | 0.10% | 5,175 | 5,175 | — | $44.89万 | 新建仓 |
| PSX | PHILLIPS 66 | $48.31万 | 0.10% | 2,858 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $52.84万 | 0.11% | 4,498 | -399 | -8.1% | -$4.69万 | 减仓 |
| UGI | UGI CORP NEW | $53.24万 | 0.12% | 15,415 | 2,802 | 22.2% | $9.68万 | 加仓 |
| WM | WASTE MGMT INC DEL | $55.92万 | 0.12% | 2,509 | 1 | 0.0% | $223 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $60.28万 | 0.13% | 4,896 | -16 | -0.3% | -$1,970 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $62.01万 | 0.13% | 5,571 | 11 | 0.2% | $1,224 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $63.58万 | 0.14% | 4,182 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $63.68万 | 0.14% | 8,212 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $66.64万 | 0.14% | 8,768 | 128 | 1.5% | $9,728 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.27万 | 0.15% | 1,158 | -396 | -25.5% | -$23.00万 | 减仓 |
| YUM | YUM BRANDS INC | $67.70万 | 0.15% | 4,235 | 62 | 1.5% | $9,911 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $69.60万 | 0.15% | 5,414 | 381 | 7.6% | $4.90万 | 加仓 |
| LLY | ELI LILLY & CO | $70.10万 | 0.15% | 584 | -93 | -13.7% | -$11.16万 | 减仓 |
| PAYX | PAYCHEX INC | $70.82万 | 0.15% | 7,203 | -53 | -0.7% | -$5,211 | 减仓 |
| SPGI | S&P GLOBAL INC | $73.82万 | 0.16% | 1,813 | -88 | -4.6% | -$3.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.86万 | 0.16% | 989 | -62 | -5.9% | -$4.63万 | 减仓 |
| ILMN | ILLUMINA INC | $74.78万 | 0.16% | 4,253 | 28 | 0.7% | $4,923 | 加仓 |
| IBB | ISHARES TR | $75.27万 | 0.16% | 3,957 | -64 | -1.6% | -$1.22万 | 减仓 |
| WSO | WATSCO INC | $76.77万 | 0.17% | 1,842 | 173 | 10.4% | $7.21万 | 加仓 |
| NVO | NOVO-NORDISK A S | $76.90万 | 0.17% | 16,042 | 1,119 | 7.5% | $5.36万 | 加仓 |
| VFH | VANGUARD WORLD FD | $77.05万 | 0.17% | 5,855 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $77.35万 | 0.17% | 1,945 | 36 | 1.9% | $1.43万 | 加仓 |
| IJR | ISHARES TR | $84.94万 | 0.18% | 5,727 | -141 | -2.4% | -$2.09万 | 减仓 |
| SEIC | SEI INVTS CO | $85.14万 | 0.18% | 9,707 | 247 | 2.6% | $2.17万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $87.20万 | 0.19% | 1,739 | 25 | 1.5% | $1.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $89.28万 | 0.19% | 4,935 | -2 | -0.0% | -$362 | 减仓 |
| UL | UNILEVER PLC | $89.57万 | 0.19% | 14,898 | 2,854 | 23.7% | $17.16万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $91.64万 | 0.20% | 4,040 | -46 | -1.1% | -$1.04万 | 减仓 |
| QCOM | QUALCOMM INC | $92.22万 | 0.20% | 4,991 | 69 | 1.4% | $1.27万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $97.54万 | 0.21% | 12,018 | 820 | 7.3% | $6.66万 | 加仓 |
| IVV | ISHARES TR | $97.80万 | 0.21% | 1,306 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $98.71万 | 0.21% | 9,542 | -839 | -8.1% | -$8.68万 | 减仓 |
| DE | DEERE & CO | $100.04万 | 0.22% | 1,577 | 26 | 1.7% | $1.65万 | 加仓 |
| NVS | NOVARTIS AG | $101.84万 | 0.22% | 6,498 | 8 | 0.1% | $1,254 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $105.05万 | 0.23% | 23,170 | -400 | -1.7% | -$1.81万 | 减仓 |
| SNA | SNAP ON INC | $106.05万 | 0.23% | 2,636 | 283 | 12.0% | $11.39万 | 加仓 |
| ZTS | ZOETIS INC | $108.61万 | 0.24% | 15,115 | -287 | -1.9% | -$2.06万 | 减仓 |
| ORI | OLD REP INTL CORP | $110.99万 | 0.24% | 27,123 | 3,756 | 16.1% | $15.37万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $113.71万 | 0.25% | 5,084 | 498 | 10.9% | $11.14万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $119.21万 | 0.26% | 4,242 | -71 | -1.6% | -$2.00万 | 减仓 |
| SBUX | STARBUCKS CORP | $121.02万 | 0.26% | 11,843 | 226 | 1.9% | $2.31万 | 加仓 |
| ADSK | AUTODESK INC | $121.24万 | 0.26% | 6,236 | 107 | 1.7% | $2.08万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $122.87万 | 0.27% | 7,878 | 747 | 10.5% | $11.65万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $130.25万 | 0.28% | 2,089 | 27 | 1.3% | $1.68万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $130.73万 | 0.28% | 8,021 | 120 | 1.5% | $1.96万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $137.80万 | 0.30% | 35,443 | -8,139 | -18.7% | -$31.64万 | 减仓 |
| SCI | SERVICE CORP INTL | $139.10万 | 0.30% | 18,313 | 18,313 | — | $139.10万 | 新建仓 |
| DIS | DISNEY WALT CO | $141.43万 | 0.31% | 14,694 | 299 | 2.1% | $2.88万 | 加仓 |
| MS | MORGAN STANLEY | $149.74万 | 0.32% | 7,163 | 240 | 3.5% | $5.02万 | 加仓 |
| IGM | ISHARES TR | $157.36万 | 0.34% | 9,620 | 11 | 0.1% | $1,799 | 加仓 |
| AMAT | APPLIED MATLS INC | $161.01万 | 0.35% | 2,227 | -450 | -16.8% | -$32.53万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $162.92万 | 0.35% | 13,891 | -293 | -2.1% | -$3.44万 | 减仓 |
| EQIX | EQUINIX INC | $164.28万 | 0.36% | 1,576 | 1,576 | — | $164.28万 | 新建仓 |
| COP | CONOCOPHILLIPS | $166.75万 | 0.36% | 16,040 | 1,236 | 8.3% | $12.85万 | 加仓 |
| CRM | SALESFORCE INC | $170.91万 | 0.37% | 10,910 | -590 | -5.1% | -$9.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $171.41万 | 0.37% | 11,689 | 601 | 5.4% | $8.81万 | 加仓 |
| SHOP | SHOPIFY INC | $172.65万 | 0.37% | 15,121 | 489 | 3.3% | $5.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $175.93万 | 0.38% | 10,613 | -12 | -0.1% | -$1,989 | 减仓 |
| IEUR | ISHARES TR | $176.10万 | 0.38% | 23,427 | 1,381 | 6.3% | $10.38万 | 加仓 |