Harpswell Capital Advisors, LLC
YARMOUTH ME · SEC CIK 0001806630
$1.56亿2026Q2 申报市值
46持仓数
80.2%前十大占比 · 第一大 30.2%
11 / 1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
VO 新建仓+$710.34万
VCRB 新建仓+$139.79万
BND 加仓+$95.45万
VSS 加仓+$81.57万
AGG 加仓+$60.93万
2026Q2 卖出最多 按季末市值估算
INDA 清仓-$289.73万
EDV 减仓-$103.24万
VBR 减仓-$85.05万
CGDV 减仓-$27.77万
GOF 减仓-$25.69万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $0 | 0.00% | 0 | -61,855 | -100.0% | -$289.73万 | 清仓 |
| CLB | CORE LABORATORIES INC | $13.58万 | 0.09% | 11,654 | 11,654 | — | $13.58万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.27万 | 0.14% | 425 | 425 | — | $21.27万 | 新建仓 |
| IJH | ISHARES TR | $21.28万 | 0.14% | 2,760 | 2,760 | — | $21.28万 | 新建仓 |
| AAPL | APPLE INC | $22.43万 | 0.14% | 775 | 775 | — | $22.43万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $23.34万 | 0.15% | 2,500 | -2,000 | -44.4% | -$18.68万 | 减仓 |
| USMV | ISHARES TR | $24.11万 | 0.15% | 2,500 | -1,500 | -37.5% | -$14.47万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $26.26万 | 0.17% | 7,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.16万 | 0.18% | 797 | 797 | — | $28.16万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $32.17万 | 0.21% | 7,600 | 7,600 | — | $32.17万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $34.75万 | 0.22% | 506 | -15 | -2.9% | -$1.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.12万 | 0.23% | 5,884 | 5,884 | — | $35.12万 | 新建仓 |
| — | EA SERIES TRUST | $42.53万 | 0.27% | 10,000 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $45.83万 | 0.29% | 9,667 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $48.74万 | 0.31% | 16,000 | 16,000 | — | $48.74万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $49.40万 | 0.32% | 2,500 | -200 | -7.4% | -$3.95万 | 减仓 |
| BGGG | BAILLIE GIFFORD ETF TR | $51.10万 | 0.33% | 14,493 | 14,493 | — | $51.10万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $60.37万 | 0.39% | 13,460 | 4,800 | 55.4% | $21.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $62.70万 | 0.40% | 12,399 | -89 | -0.7% | -$4,501 | 减仓 |
| VBR | VANGUARD INDEX FDS | $64.05万 | 0.41% | 2,636 | -3,500 | -57.0% | -$85.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $67.31万 | 0.43% | 6,980 | 825 | 13.4% | $7.96万 | 加仓 |
| EDV | VANGUARD WORLD FD | $70.45万 | 0.45% | 10,825 | -15,864 | -59.4% | -$103.24万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $72.73万 | 0.47% | 2,954 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $76.34万 | 0.49% | 16,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $79.37万 | 0.51% | 20,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $93.78万 | 0.60% | 6,000 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $96.32万 | 0.62% | 10,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $96.43万 | 0.62% | 4,425 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $108.02万 | 0.69% | 11,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.24万 | 0.73% | 16,034 | -56 | -0.3% | -$3,990 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $139.79万 | 0.90% | 18,100 | 18,100 | — | $139.79万 | 新建仓 |
| CATH | GLOBAL X FDS | $177.00万 | 1.14% | 20,000 | -2,772 | -12.2% | -$24.53万 | 减仓 |
| MGV | VANGUARD WORLD FD | $190.93万 | 1.23% | 11,681 | 1,075 | 10.1% | $17.57万 | 加仓 |
| IEFA | ISHARES TR | $210.29万 | 1.35% | 21,774 | -12 | -0.1% | -$1,159 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $222.78万 | 1.43% | 26,600 | 4,004 | 17.7% | $33.53万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $227.43万 | 1.46% | 29,191 | 1,685 | 6.1% | $13.13万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $332.07万 | 2.13% | 304,093 | -23,524 | -7.2% | -$25.69万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $360.65万 | 2.31% | 23,375 | 5,287 | 29.2% | $81.57万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $457.13万 | 2.93% | 96,850 | -665 | -0.7% | -$3.14万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $645.71万 | 4.14% | 129,713 | -742 | -0.6% | -$3.69万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $660.00万 | 4.24% | 133,928 | -5,636 | -4.0% | -$27.77万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $699.68万 | 4.49% | 44,580 | 1,407 | 3.3% | $22.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $710.34万 | 4.56% | 88,164 | 88,164 | — | $710.34万 | 新建仓 |
| AGG | ISHARES TR | $1,090.39万 | 7.00% | 110,163 | 6,156 | 5.9% | $60.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,458.00万 | 9.36% | 198,611 | 13,002 | 7.0% | $95.45万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,711.85万 | 10.99% | 129,450 | 900 | 0.7% | $11.90万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $4,705.94万 | 30.20% | 571,525 | -1,775 | -0.3% | -$14.62万 | 减仓 |