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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $3,413.89万 | 7.40% | 90,374 | -2,158 | -2.3% | -$81.52万 | 减仓 |
| AAPL | APPLE INC | $2,999.44万 | 6.50% | 103,658 | -1,450 | -1.4% | -$41.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,712.93万 | 5.88% | 135,586 | -2,959 | -2.1% | -$59.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,582.81万 | 3.43% | 48,355 | -1,791 | -3.6% | -$58.62万 | 减仓 |
| GOOGL | ALPHABET INC | $1,521.46万 | 3.30% | 42,574 | 115 | 0.3% | $4.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,478.99万 | 3.21% | 39,649 | 395 | 1.0% | $14.73万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,300.92万 | 2.82% | 32,755 | 1,692 | 5.4% | $67.20万 | 加仓 |
| WMT | WALMART INC | $1,254.12万 | 2.72% | 110,729 | 1,351 | 1.2% | $15.30万 | 加仓 |
| ETN | EATON CORP PLC | $1,167.68万 | 2.53% | 27,403 | -350 | -1.3% | -$14.91万 | 减仓 |
| AMZN | AMAZON COM INC | $1,051.15万 | 2.28% | 44,103 | -253 | -0.6% | -$6.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,029.63万 | 2.23% | 40,541 | 765 | 1.9% | $19.43万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $977.59万 | 2.12% | 23,540 | -141 | -0.6% | -$5.86万 | 减仓 |
| ABBV | ABBVIE INC | $792.82万 | 1.72% | 31,506 | -320 | -1.0% | -$8.05万 | 减仓 |
| MPC | MARATHON PETE CORP | $775.11万 | 1.68% | 30,317 | 187 | 0.6% | $4.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $761.54万 | 1.65% | 20,580 | -248 | -1.2% | -$9.18万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $750.70万 | 1.63% | 39,403 | 1,255 | 3.3% | $23.91万 | 加仓 |
| CMI | CUMMINS INC | $715.27万 | 1.55% | 10,029 | -63 | -0.6% | -$4.49万 | 减仓 |
| HD | HOME DEPOT INC | $705.01万 | 1.53% | 19,990 | -550 | -2.7% | -$19.40万 | 减仓 |
| META | META PLATFORMS INC | $685.93万 | 1.49% | 12,177 | 102 | 0.8% | $5.75万 | 加仓 |
| TSLA | TESLA INC | $660.97万 | 1.43% | 15,715 | 266 | 1.7% | $11.19万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $651.64万 | 1.41% | 44,599 | -700 | -1.5% | -$10.23万 | 减仓 |
| CB | CHUBB LIMITED | $634.84万 | 1.38% | 18,631 | 112 | 0.6% | $3.82万 | 加仓 |
| V | VISA INC | $597.97万 | 1.30% | 17,429 | -328 | -1.8% | -$11.25万 | 减仓 |
| CME | CME GROUP INC | $584.75万 | 1.27% | 26,479 | 653 | 2.5% | $14.42万 | 加仓 |
| — | EXXON MOBIL CORP | $561.25万 | 1.22% | 41,051 | -1,492 | -3.5% | -$20.40万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $558.79万 | 1.21% | 27,125 | 237 | 0.9% | $4.88万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $527.52万 | 1.14% | 10,740 | -131 | -1.2% | -$6.43万 | 减仓 |
| GOOG | ALPHABET INC | $517.22万 | 1.12% | 14,638 | -183 | -1.2% | -$6.47万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $468.74万 | 1.02% | 15,988 | -415 | -2.5% | -$12.17万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $461.93万 | 1.00% | 10,660 | -1,000 | -8.6% | -$43.33万 | 减仓 |
| O | REALTY INCOME CORP | $444.19万 | 0.96% | 71,690 | 627 | 0.9% | $3.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $424.48万 | 0.92% | 100,255 | 18,581 | 22.8% | $78.67万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $422.46万 | 0.92% | 24,868 | -3,392 | -12.0% | -$57.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $388.52万 | 0.84% | 13,035 | 403 | 3.2% | $12.01万 | 加仓 |
| UNP | UNION PAC CORP | $365.12万 | 0.79% | 13,424 | -87 | -0.6% | -$2.37万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $353.79万 | 0.77% | 40,309 | 4,570 | 12.8% | $40.11万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $338.51万 | 0.73% | 31,598 | 180 | 0.6% | $1.93万 | 加仓 |
| WFC | WELLS FARGO & CO | $338.17万 | 0.73% | 40,921 | 1,330 | 3.4% | $10.99万 | 加仓 |
| BA | BOEING CO | $327.17万 | 0.71% | 15,114 | 384 | 2.6% | $8.31万 | 加仓 |
| INTC | INTEL CORP | $325.02万 | 0.70% | 23,277 | 100 | 0.4% | $1.40万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $319.02万 | 0.69% | 33,190 | 439 | 1.3% | $4.22万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $314.66万 | 0.68% | 19,832 | -453 | -2.2% | -$7.19万 | 减仓 |
| ETR | ENTERGY CORP NEW | $313.46万 | 0.68% | 27,290 | 1,779 | 7.0% | $20.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $302.17万 | 0.65% | 7,270 | -1,134 | -13.5% | -$47.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $295.27万 | 0.64% | 2,558 | -540 | -17.4% | -$62.33万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $285.77万 | 0.62% | 53,306 | 398 | 0.8% | $2.13万 | 加仓 |
| ORCL | ORACLE CORP | $276.11万 | 0.60% | 18,841 | 1,161 | 6.6% | $17.01万 | 加仓 |
| NFLX | NETFLIX INC. | $245.72万 | 0.53% | 34,414 | -2,757 | -7.4% | -$19.69万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $228.10万 | 0.49% | 62,052 | 8,048 | 14.9% | $29.58万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $219.31万 | 0.48% | 4,415 | 66 | 1.5% | $3.28万 | 加仓 |
| KO | COCA COLA CO | $209.60万 | 0.45% | 25,791 | 262 | 1.0% | $2.13万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $186.69万 | 0.40% | 22,292 | 276 | 1.3% | $2.31万 | 加仓 |
| TJX | TJX COS INC NEW | $178.47万 | 0.39% | 11,780 | -281 | -2.3% | -$4.26万 | 减仓 |
| IEUR | ISHARES TR | $176.10万 | 0.38% | 23,427 | 1,381 | 6.3% | $10.38万 | 加仓 |
| CVX | CHEVRON CORPORATION | $175.93万 | 0.38% | 10,613 | -12 | -0.1% | -$1,989 | 减仓 |
| SHOP | SHOPIFY INC | $172.65万 | 0.37% | 15,121 | 489 | 3.3% | $5.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $171.41万 | 0.37% | 11,689 | 601 | 5.4% | $8.81万 | 加仓 |
| CRM | SALESFORCE INC | $170.91万 | 0.37% | 10,910 | -590 | -5.1% | -$9.24万 | 减仓 |
| COP | CONOCOPHILLIPS | $166.75万 | 0.36% | 16,040 | 1,236 | 8.3% | $12.85万 | 加仓 |
| EQIX | EQUINIX INC | $164.28万 | 0.36% | 1,576 | 1,576 | — | $164.28万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $162.92万 | 0.35% | 13,891 | -293 | -2.1% | -$3.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $161.01万 | 0.35% | 2,227 | -450 | -16.8% | -$32.53万 | 减仓 |
| IGM | ISHARES TR | $157.36万 | 0.34% | 9,620 | 11 | 0.1% | $1,799 | 加仓 |
| MS | MORGAN STANLEY | $149.74万 | 0.32% | 7,163 | 240 | 3.5% | $5.02万 | 加仓 |
| DIS | DISNEY WALT CO | $141.43万 | 0.31% | 14,694 | 299 | 2.1% | $2.88万 | 加仓 |
| SCI | SERVICE CORP INTL | $139.10万 | 0.30% | 18,313 | 18,313 | — | $139.10万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $137.80万 | 0.30% | 35,443 | -8,139 | -18.7% | -$31.64万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $130.73万 | 0.28% | 8,021 | 120 | 1.5% | $1.96万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $130.25万 | 0.28% | 2,089 | 27 | 1.3% | $1.68万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $122.87万 | 0.27% | 7,878 | 747 | 10.5% | $11.65万 | 加仓 |
| ADSK | AUTODESK INC | $121.24万 | 0.26% | 6,236 | 107 | 1.7% | $2.08万 | 加仓 |
| SBUX | STARBUCKS CORP | $121.02万 | 0.26% | 11,843 | 226 | 1.9% | $2.31万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $119.21万 | 0.26% | 4,242 | -71 | -1.6% | -$2.00万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $113.71万 | 0.25% | 5,084 | 498 | 10.9% | $11.14万 | 加仓 |
| ORI | OLD REP INTL CORP | $110.99万 | 0.24% | 27,123 | 3,756 | 16.1% | $15.37万 | 加仓 |
| ZTS | ZOETIS INC | $108.61万 | 0.24% | 15,115 | -287 | -1.9% | -$2.06万 | 减仓 |
| SNA | SNAP ON INC | $106.05万 | 0.23% | 2,636 | 283 | 12.0% | $11.39万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $105.05万 | 0.23% | 23,170 | -400 | -1.7% | -$1.81万 | 减仓 |
| NVS | NOVARTIS AG | $101.84万 | 0.22% | 6,498 | 8 | 0.1% | $1,254 | 加仓 |
| DE | DEERE & CO | $100.04万 | 0.22% | 1,577 | 26 | 1.7% | $1.65万 | 加仓 |
| CVS | CVS HEALTH CORP | $98.71万 | 0.21% | 9,542 | -839 | -8.1% | -$8.68万 | 减仓 |
| IVV | ISHARES TR | $97.80万 | 0.21% | 1,306 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $97.54万 | 0.21% | 12,018 | 820 | 7.3% | $6.66万 | 加仓 |
| QCOM | QUALCOMM INC | $92.22万 | 0.20% | 4,991 | 69 | 1.4% | $1.27万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $91.64万 | 0.20% | 4,040 | -46 | -1.1% | -$1.04万 | 减仓 |
| UL | UNILEVER PLC | $89.57万 | 0.19% | 14,898 | 2,854 | 23.7% | $17.16万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $89.28万 | 0.19% | 4,935 | -2 | -0.0% | -$362 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $87.20万 | 0.19% | 1,739 | 25 | 1.5% | $1.25万 | 加仓 |
| SEIC | SEI INVTS CO | $85.14万 | 0.18% | 9,707 | 247 | 2.6% | $2.17万 | 加仓 |
| IJR | ISHARES TR | $84.94万 | 0.18% | 5,727 | -141 | -2.4% | -$2.09万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $77.35万 | 0.17% | 1,945 | 36 | 1.9% | $1.43万 | 加仓 |
| VFH | VANGUARD WORLD FD | $77.05万 | 0.17% | 5,855 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $76.90万 | 0.17% | 16,042 | 1,119 | 7.5% | $5.36万 | 加仓 |
| WSO | WATSCO INC | $76.77万 | 0.17% | 1,842 | 173 | 10.4% | $7.21万 | 加仓 |
| IBB | ISHARES TR | $75.27万 | 0.16% | 3,957 | -64 | -1.6% | -$1.22万 | 减仓 |
| ILMN | ILLUMINA INC | $74.78万 | 0.16% | 4,253 | 28 | 0.7% | $4,923 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.86万 | 0.16% | 989 | -62 | -5.9% | -$4.63万 | 减仓 |
| SPGI | S&P GLOBAL INC | $73.82万 | 0.16% | 1,813 | -88 | -4.6% | -$3.58万 | 减仓 |
| PAYX | PAYCHEX INC | $70.82万 | 0.15% | 7,203 | -53 | -0.7% | -$5,211 | 减仓 |
| LLY | ELI LILLY & CO | $70.10万 | 0.15% | 584 | -93 | -13.7% | -$11.16万 | 减仓 |