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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $62.28万 | 0.15% | 677 | 25 | 3.8% | $2.30万 | 加仓 |
| WSO | WATSCO INC | $60.72万 | 0.14% | 1,669 | 1,669 | — | $60.72万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $60.66万 | 0.14% | 5,560 | 5,560 | — | $60.66万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $60.55万 | 0.14% | 4,182 | -10 | -0.2% | -$1,448 | 减仓 |
| WM | WASTE MGMT INC DEL | $57.63万 | 0.14% | 2,508 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $54.84万 | 0.13% | 14,923 | 2,047 | 15.9% | $7.52万 | 加仓 |
| ILMN | ILLUMINA INC | $52.08万 | 0.12% | 4,225 | -53 | -1.2% | -$6,533 | 减仓 |
| PSX | PHILLIPS 66 | $52.07万 | 0.12% | 2,858 | 200 | 7.5% | $3.64万 | 加仓 |
| XYZ | BLOCK INC | $52.00万 | 0.12% | 8,640 | -3 | -0.0% | -$181 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $46.44万 | 0.11% | 5,033 | 5,033 | — | $46.44万 | 新建仓 |
| UGI | UGI CORP NEW | $45.94万 | 0.11% | 12,613 | 12,613 | — | $45.94万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $41.79万 | 0.10% | 3,331 | -98 | -2.9% | -$1.23万 | 减仓 |
| VST | VISTRA CORP | $40.59万 | 0.10% | 2,700 | -1,370 | -33.7% | -$20.60万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $40.00万 | 0.10% | 845 | 1 | 0.1% | $473 | 加仓 |
| NKE | NIKE INC | $38.39万 | 0.09% | 7,268 | 66 | 0.9% | $3,486 | 加仓 |
| CSCO | CISCO SYS INC | $38.00万 | 0.09% | 4,897 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $37.11万 | 0.09% | 8,206 | -1,168 | -12.5% | -$5.28万 | 减仓 |
| MRK | MERCK & CO INC | $36.39万 | 0.09% | 3,025 | -218 | -6.7% | -$2.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.22万 | 0.08% | 735 | -45 | -5.8% | -$2.16万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.12万 | 0.08% | 2,264 | -2,300 | -50.4% | -$33.64万 | 减仓 |
| EEMA | ISHARES INC | $32.98万 | 0.08% | 3,445 | -2,429 | -41.4% | -$23.25万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $32.46万 | 0.08% | 3,322 | -2,693 | -44.8% | -$26.32万 | 减仓 |
| TRGP | TARGA RES CORP | $32.41万 | 0.08% | 1,293 | 6 | 0.5% | $1,504 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.61万 | 0.08% | 1,554 | -20 | -1.3% | -$4,069 | 减仓 |
| FDS | FACTSET RESH SYS INC | $30.48万 | 0.07% | 1,404 | -138 | -8.9% | -$3.00万 | 减仓 |
| WDAY | WORKDAY INC | $30.05万 | 0.07% | 2,313 | -7 | -0.3% | -$909 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.83万 | 0.07% | 353 | 2 | 0.6% | $1,690 | 加仓 |
| IVE | ISHARES TR | $29.13万 | 0.07% | 1,379 | 5 | 0.4% | $1,056 | 加仓 |
| — | HONEYWELL INTL INC | $28.71万 | 0.07% | 1,270 | 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 |
| CAT | CATERPILLAR INC | $26.43万 | 0.06% | 373 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $25.88万 | 0.06% | 1,248 | -346 | -21.7% | -$7.17万 | 减仓 |
| RTX | RTX CORPORATION | $23.88万 | 0.06% | 1,238 | 1,238 | — | $23.88万 | 新建仓 |
| PEP | PEPSICO INC | $23.85万 | 0.06% | 1,536 | 1,536 | — | $23.85万 | 新建仓 |
| — | STELLAR BANCORP INC | $23.58万 | 0.06% | 6,440 | -1,000 | -13.4% | -$3.66万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.15万 | 0.06% | 1,674 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $23.07万 | 0.06% | 4,729 | -295 | -5.9% | -$1.44万 | 减仓 |
| MCD | MCDONALDS CORP | $21.63万 | 0.05% | 696 | 696 | — | $21.63万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $21.33万 | 0.05% | 541 | 541 | — | $21.33万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.21万 | 0.05% | 194 | 194 | — | $21.21万 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC | $20.57万 | 0.05% | 3,000 | 0 | 0.0% | — | 重新持有 |
| IDXX | IDEXX LABS INC | $20.40万 | 0.05% | 363 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.34万 | 0.05% | 1,496 | 1,496 | — | $20.34万 | 新建仓 |
| — | OPEN LENDING CORP | $2.80万 | 0.01% | 22,404 | 0 | 0.0% | — | 不变 |
| 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 |