13F 机构持仓

Harbor Group, Inc.

BEDFORD NH · SEC CIK 0001840486

2026Q22026Q1 更早 9 个季度 🔒
$6.92亿2026Q1 申报市值
116持仓数
57.6%前十大占比 · 第一大 7.3%
5 / 4新建仓 / 清仓
申报市值走势$8.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JCPB 7.3%
FBND 7.2%
FLQM 7.2%
BNY MELLON ETF 7.0%
MOAT 6.8%
PVAL 5.8%
IQLT 5.6%
SPYV 4.0%
AVUV 3.6%
IJH 3.4%

2026Q1 买入最多 按季末市值估算

JMUB 加仓+$804.81万
FLQM 加仓+$410.63万
FBND 加仓+$276.57万
JCPB 加仓+$260.54万
VPLS 加仓+$236.22万

2026Q1 卖出最多 按季末市值估算

IJR 减仓-$105.22万
AVUV 减仓-$49.07万
IJH 减仓-$33.27万
EFV 减仓-$32.55万
SPYV 减仓-$30.87万

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
JCPB J P MORGAN EXCHANGE TRADED F $5,044.33万7.28%1,071,438 55,3395.4% $260.54万 加仓
FBND FIDELITY MERRIMACK STR TR $4,981.38万7.19%1,091,929 60,6255.9% $276.57万 加仓
FLQM FRANKLIN TEMPLETON ETF TR $4,951.43万7.15%901,408 74,7559.0% $410.63万 加仓
— BNY MELLON ETF TRUST $4,834.30万6.98%977,236 32,9603.5% $163.05万 加仓
MOAT VANECK ETF TRUST $4,686.31万6.77%484,623 12,7372.7% $123.17万 加仓
PVAL PUTNAM ETF TRUST $3,994.02万5.77%860,780 12,5091.5% $58.04万 加仓
IQLT ISHARES TR $3,882.62万5.61%839,848 2,3690.3% $10.95万 加仓
SPYV SPDR SERIES TRUST $2,745.66万3.97%485,270 -5,456-1.1% -$30.87万 减仓
AVUV AMERICAN CENTY ETF TR $2,473.98万3.57%223,950 -4,442-1.9% -$49.07万 减仓
IJH ISHARES TR $2,324.89万3.36%344,275 -4,927-1.4% -$33.27万 减仓
TCHP T ROWE PRICE ETF INC $2,263.96万3.27%512,441 23,8264.9% $105.26万 加仓
SCHG SCHWAB STRATEGIC TR $2,129.66万3.08%731,089 -6,101-0.8% -$17.77万 减仓
IVV ISHARES TR $2,063.68万2.98%31,593 1040.3% $6.79万 加仓
IJR ISHARES TR $2,042.03万2.95%164,269 -8,464-4.9% -$105.22万 减仓
SPYG SPDR SERIES TRUST $1,882.84万2.72%192,303 -509-0.3% -$4.98万 减仓
— NOMURA ETF TR $1,801.91万2.60%744,931 57,0428.3% $137.98万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $1,545.07万2.23%309,076 160,993108.7% $804.81万 加仓
SCHM SCHWAB STRATEGIC TR $1,471.34万2.12%475,237 -3,635-0.8% -$11.25万 减仓
RLY SSGA ACTIVE ETF TR $1,053.33万1.52%291,378 -2,349-0.8% -$8.49万 减仓
SCHV SCHWAB STRATEGIC TR $997.33万1.44%326,994 -5,201-1.6% -$15.86万 减仓
MUB ISHARES TR $907.43万1.31%85,485 -1,527-1.8% -$16.21万 减仓
SCHX SCHWAB STRATEGIC TR $710.59万1.03%277,142 -6,076-2.1% -$15.58万 减仓
VPLS VANGUARD MALVERN FDS $654.20万0.94%84,316 30,44556.5% $236.22万 加仓
AVDV AMERICAN CENTY ETF TR $606.27万0.88%60,712 15,27333.6% $152.52万 加仓
AVEM AMERICAN CENTY ETF TR $520.45万0.75%64,588 17,97938.6% $144.87万 加仓
AVIV AMERICAN CENTY ETF TR $518.64万0.75%69,310 16,38231.0% $122.59万 加仓
TCAF T ROWE PRICE ETF INC $503.86万0.73%141,574 40,13839.6% $142.85万 加仓
EFV ISHARES TR $468.50万0.68%63,013 -4,378-6.5% -$32.55万 减仓
EFG ISHARES TR $433.25万0.63%38,902 -588-1.5% -$6.55万 减仓
DFAX DIMENSIONAL ETF TRUST $388.99万0.56%114,511 -1,462-1.3% -$4.97万 减仓
CAT CATERPILLAR INC $345.74万0.50%4,880 100.2% $7,085 加仓
HYMB SPDR SERIES TRUST $293.61万0.42%118,393 -487-0.4% -$1.21万 减仓
SPYM SPDR SERIES TRUST $281.67万0.41%36,800 17,80593.7% $136.28万 加仓
SCHA SCHWAB STRATEGIC TR $278.38万0.40%95,728 -4,185-4.2% -$12.17万 减仓
VSDM VANGUARD MUN BD FDS $239.99万0.35%31,458 17,819130.6% $135.94万 加仓
AAPL APPLE INC $227.57万0.33%8,967 -408-4.4% -$10.35万 减仓
VUG VANGUARD INDEX FDS $210.73万0.30%4,824 1,13330.7% $49.49万 加仓
FNDX SCHWAB STRATEGIC TR $180.86万0.26%64,940 -41-0.1% -$1,142 减仓
AOR ISHARES TR $180.09万0.26%27,986 450.2% $2,896 加仓
VO VANGUARD INDEX FDS $172.99万0.25%6,024 -518-7.9% -$14.88万 减仓
VTI VANGUARD INDEX FDS $164.14万0.24%5,117 2,10870.1% $67.62万 加仓
ADI ANALOG DEVICES INC $154.28万0.22%4,849 00.0% — 不变
EBC EASTERN BANKSHARES INC $145.61万0.21%74,443 74,443— $145.61万 新建仓
QQQ INVESCO QQQ TR $126.97万0.18%2,200 -185-7.8% -$10.68万 减仓
VB VANGUARD INDEX FDS $113.29万0.16%4,325 -1,019-19.1% -$26.69万 减仓
JPM JPMORGAN CHASE & CO $111.82万0.16%3,801 180.5% $5,296 加仓
V VISA INC $101.12万0.15%3,346 -193-5.5% -$5.83万 减仓
MSFT MICROSOFT CORP $98.20万0.14%2,653 2038.3% $7.51万 加仓
IEFA ISHARES TR $87.79万0.13%9,698 -23-0.2% -$2,082 减仓
GE GE AEROSPACE $87.60万0.13%3,087 692.3% $1.96万 加仓
VTV VANGUARD INDEX FDS $85.31万0.12%4,348 1,66161.8% $32.59万 加仓
— EXXON MOBIL CORP $81.31万0.12%4,793 180.4% $3,054 加仓
IWB ISHARES TR $79.28万0.11%2,223 50.2% $1,783 加仓
IWF ISHARES TR $78.79万0.11%1,848 20.1% $853 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $74.47万0.11%1,554 -333-17.6% -$15.96万 减仓
RTX RTX CORPORATION $72.23万0.10%3,744 00.0% — 不变
SCZ ISHARES TR $71.46万0.10%9,113 -418-4.4% -$3.28万 减仓
SPY STATE STR SPDR S&P 500 ETF T $70.35万0.10%1,082 -13-1.2% -$8,452 减仓
T AT&T INC $67.05万0.10%23,130 470.2% $1,363 加仓
GEV GE VERNOVA INC $64.86万0.09%743 162.2% $1.40万 加仓
VOO VANGUARD INDEX FDS $64.27万0.09%1,076 -4-0.4% -$2,389 减仓
REET ISHARES TR $63.78万0.09%25,359 -2,160-7.8% -$5.43万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $60.68万0.09%2,149 2,149— $60.68万 新建仓
UNH UNITEDHEALTH GROUP INC $60.55万0.09%2,238 170.8% $4,600 加仓
CSX CSX CORP $60.28万0.09%14,685 310.2% $1,273 加仓
AMD ADVANCED MICRO DEVICES INC $58.36万0.08%2,869 00.0% — 不变
INTU INTUIT $57.60万0.08%1,332 30.2% $1,297 加仓
ITOT ISHARES TR $55.68万0.08%3,909 1423.8% $2.02万 加仓
COST COSTCO WHOLESALE CORPORATION $53.66万0.08%539 10.2% $996 加仓
SUSA ISHARES TR $53.57万0.08%4,055 3619.8% $4.77万 加仓
VEA VANGUARD TAX-MANAGED FDS $52.54万0.08%8,199 6538.7% $4.18万 加仓
LMT LOCKHEED MARTIN CORP $51.02万0.07%844 30.4% $1,813 加仓
— DIMENSIONAL ETF TRUST $49.83万0.07%12,824 -513-3.8% -$1.99万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $46.89万0.07%760 00.0% — 不变
GIB CGI INC $45.87万0.07%6,275 00.0% — 不变
IWD ISHARES TR $45.25万0.07%2,118 40.2% $854 加仓
UAA UNDER ARMOUR INC 看涨期权 $44.44万0.06%18,286 -1,810,314-99.0% -$4,399.12万 减仓
CVX CHEVRON CORPORATION $43.93万0.06%2,123 100.5% $2,069 加仓
VXUS VANGUARD STAR FDS $42.24万0.06%5,477 5,477— $42.24万 新建仓
ESGD ISHARES TR $41.02万0.06%4,290 -124-2.8% -$1.19万 减仓
VZ VERIZON COMMUNICATIONS INC $40.85万0.06%8,138 450.6% $2,259 加仓
USMV ISHARES TR $37.45万0.05%4,039 1022.6% $9,458 加仓
JNJ JOHNSON & JOHNSON $32.83万0.05%1,343 10.1% $244 加仓
NVDA NVIDIA CORPORATION $31.37万0.05%1,799 191.1% $3,313 加仓
ECL ECOLAB INC $31.11万0.04%1,169 00.0% — 不变
GOOG ALPHABET INC $30.99万0.04%1,080 100.9% $2,870 加仓
ABBV ABBVIE INC $30.75万0.04%1,414 -36-2.5% -$7,829 减仓
AVGO BROADCOM INC $30.61万0.04%989 25134.0% $7.77万 加仓
FELV FIDELITY COVINGTON TRUST $30.19万0.04%8,649 390.5% $1,362 加仓
TD TORONTO DOMINION BK ONT $29.41万0.04%3,152 00.0% — 不变
AMZN AMAZON COM INC $29.15万0.04%1,400 -300-17.6% -$6.25万 减仓
IVW ISHARES TR $28.91万0.04%2,556 170.7% $1,923 加仓
HD HOME DEPOT INC $28.73万0.04%874 50.6% $1,644 加仓
AXP AMERICAN EXPRESS CO $28.51万0.04%942 10.1% $303 加仓
ESML ISHARES TR $28.49万0.04%6,059 -19-0.3% -$893 减仓
DIA STATE STR SPDR DOW JONES IND $27.84万0.04%601 20.3% $927 加仓
ORCL ORACLE CORP $27.75万0.04%1,886 10.1% $147 加仓
GOOGL ALPHABET INC $27.56万0.04%958 -2-0.2% -$575 减仓
HDV ISHARES TR $27.54万0.04%2,029 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $27.47万0.04%1,431 60.4% $1,152 加仓