13F 机构持仓

Harvest Portfolios Group Inc.

Oakville A6 · SEC CIK 0001923739

2026Q22026Q1 更早 9 个季度 🔒
$70.96亿2026Q2 申报市值
267持仓数
34.1%前十大占比 · 第一大 4.8%
16 / 9新建仓 / 清仓
申报市值走势$70.96亿2026Q2
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

LLY 4.8%
NVDA 4.4%
MSTR 3.8%
TSLA 3.7%
MSFT 3.3%
AMD 3.1%
TLT 3.0%
GOOGL 2.7%
AMZN 2.7%
AAPL 2.6%

2026Q2 买入最多 按季末市值估算

VRTX 新建仓+$7,361.29万
SPCX 新建仓+$7,214.29万
MSFT 加仓+$5,835.34万
LRCX 新建仓+$4,989.45万
PLTR 加仓+$4,103.20万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$1.19亿
ZTS 清仓-$6,433.71万
NFLX 减仓-$4,272.14万
MU 减仓-$3,094.65万
UNH 减仓-$2,749.81万

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
TTE TOTALENERGIES SE $201.20万0.03%25,874 -2,894-10.1% -$22.50万 减仓
OXY OCCIDENTAL PETE CORP $202.79万0.03%41,753 -2,432-5.5% -$11.81万 减仓
PFE PFIZER INC $202.99万0.03%84,300 00.0% — 不变
CVX CHEVRON CORPORATION $203.93万0.03%12,303 5764.9% $9.55万 加仓
COP CONOCOPHILLIPS $205.72万0.03%19,788 -51-0.3% -$5,302 减仓
GSK GSK PLC $217.54万0.03%41,500 00.0% — 不变
CNI CANADIAN NATL RY CO $218.90万0.03%18,343 3,57124.2% $42.62万 加仓
MARA MARA HOLDINGS INC $220.29万0.03%158,599 -42,831-21.3% -$59.49万 减仓
SUI SUN CMNTYS INC $220.63万0.03%18,400 -2,345-11.3% -$28.12万 减仓
OVV OVINTIV INC $222.64万0.03%42,286 -2,329-5.2% -$12.26万 减仓
EOG EOG RES INC $226.99万0.03%17,497 -751-4.1% -$9.74万 减仓
LUV SOUTHWEST AIRLS CO $232.45万0.03%45,207 -3,521-7.2% -$18.10万 减仓
PSX PHILLIPS 66 $237.09万0.03%14,025 1631.2% $2.76万 加仓
DINO HF SINCLAIR CORP $242.63万0.03%34,836 34,836— $242.63万 新建仓
VLO VALERO ENERGY CORP $260.54万0.04%10,004 -528-5.0% -$13.75万 减仓
VICI VICI PPTYS INC $261.41万0.04%98,459 -15,177-13.4% -$40.29万 减仓
VIK VIKING HOLDINGS LTD $278.50万0.04%26,607 -1,561-5.5% -$16.34万 减仓
EXPE EXPEDIA GROUP INC $279.45万0.04%10,921 -990-8.3% -$25.33万 减仓
CCL CARNIVAL CORP LTD $294.02万0.04%102,912 102,912— $294.02万 新建仓
— EXXON MOBIL CORP $342.31万0.05%25,037 6,19232.9% $84.66万 加仓
CORZ CORE SCIENTIFIC INC NEW $352.25万0.05%137,651 -21,006-13.2% -$53.75万 减仓
GLXY GALAXY DIGITAL INC. $356.01万0.05%130,217 -42,235-24.5% -$115.47万 减仓
RIOT RIOT PLATFORMS INC $376.33万0.05%137,446 -55,616-28.8% -$152.28万 减仓
UBER UBER TECHNOLOGIES INC $383.61万0.05%53,161 9,45421.6% $68.22万 加仓
CIFR CIPHER DIGITAL INC $388.96万0.05%158,759 -48,817-23.5% -$119.60万 减仓
UAL UNITED AIRLS HLDGS INC $395.66万0.06%29,095 -1,375-4.5% -$18.70万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $405.76万0.06%90,454 6,1067.2% $27.39万 加仓
RSG REPUBLIC SVCS INC $407.03万0.06%19,102 5,25638.0% $111.99万 加仓
UPS UNITED PARCEL SVCS INC $408.45万0.06%37,995 6,19319.5% $66.57万 加仓
TXT TEXTRON INC $409.36万0.06%44,627 9,56527.3% $87.74万 加仓
UNP UNION PAC CORP $410.86万0.06%15,105 2,33218.3% $63.43万 加仓
LMT LOCKHEED MARTIN CORP $411.49万0.06%8,077 3,05961.0% $155.84万 加仓
RTX RTX CORPORATION $412.07万0.06%21,719 5,49033.8% $104.16万 加仓
MGA MAGNA INTL INC $414.55万0.06%63,042 -7,004-10.0% -$46.06万 减仓
FAST FASTENAL CO $414.67万0.06%86,335 18,87828.0% $90.67万 加仓
AME AMETEK INC $414.71万0.06%17,141 2,29615.5% $55.55万 加仓
URI UNITED RENTALS INC $414.75万0.06%3,661 -529-12.6% -$59.93万 减仓
GD GENERAL DYNAMICS CORP $415.52万0.06%11,730 2,74830.6% $97.35万 加仓
PH PARKER-HANNIFIN CORP $415.99万0.06%4,253 72820.7% $71.21万 加仓
MFC MANULIFE FINL CORP $417.17万0.06%102,859 -4,633-4.3% -$18.79万 减仓
NTR NUTRIEN LTD $419.62万0.06%66,606 17,36135.3% $109.37万 加仓
DE DEERE & CO $420.69万0.06%6,632 1,12020.3% $71.04万 加仓
ETN EATON CORP PLC $428.72万0.06%10,061 1,19713.5% $51.01万 加仓
GEV GE VERNOVA INC $438.11万0.06%3,729 280.8% $3.29万 加仓
TRI THOMSON REUTERS CORP $441.90万0.06%54,103 54,103— $441.90万 新建仓
BEPC BROOKFIELD RENEWABLE CORP $442.57万0.06%119,057 13,40912.7% $49.84万 加仓
VRT VERTIV HOLDINGS CO $452.01万0.06%13,500 13,500— $452.01万 新建仓
HUT HUT 8 CORP $457.90万0.06%39,664 -11,828-23.0% -$136.55万 减仓
WULF TERAWULF INC $485.23万0.07%196,451 -1,427-0.7% -$3.52万 减仓
GE GE AEROSPACE $489.47万0.07%13,097 -555-4.1% -$20.74万 减仓
QSR RESTAURANT BRANDS INTL INC $519.14万0.07%71,573 12,20520.6% $88.53万 加仓
B BARRICK MNG CORP $537.10万0.08%146,067 -5,003-3.3% -$18.40万 减仓
BNY BANK OF NY MELLON CORP $551.57万0.08%38,142 38,142— $551.57万 新建仓
C CITIGROUP INC $556.16万0.08%39,737 -12,443-23.8% -$174.15万 减仓
TFC TRUIST FINL CORP $559.11万0.08%112,227 -14,232-11.3% -$70.90万 减仓
SCHR SCHWAB STRATEGIC TR $560.98万0.08%227,487 -78,471-25.6% -$193.51万 减仓
VGIT VANGUARD SCOTTSDALE FDS $561.24万0.08%95,157 -32,868-25.7% -$193.86万 减仓
USB US BANCORP $565.86万0.08%93,685 -17,177-15.5% -$103.75万 减仓
FITB FIFTH THIRD BANCORP $569.30万0.08%100,993 -22,060-17.9% -$124.35万 减仓
MTB M & T BK CORP $575.01万0.08%24,159 -4,254-15.0% -$101.25万 减仓
PNC PNC FINL SVCS GROUP INC $575.12万0.08%23,358 -5,155-18.1% -$126.93万 减仓
KEY KEYCORP $578.86万0.08%251,132 251,132— $578.86万 新建仓
RF REGIONS FINANCIAL CORP NEW $580.89万0.08%192,347 -25,819-11.8% -$77.97万 减仓
CFG CITIZENS FINL GROUP INC $583.74万0.08%83,308 -16,792-16.8% -$117.66万 减仓
HBAN HUNTINGTON BANCSHARES INC $583.85万0.08%329,301 -35,775-9.8% -$63.43万 减仓
IREN IREN LIMITED $593.21万0.08%129,720 -14,044-9.8% -$64.22万 减仓
NVO NOVO-NORDISK A S $597.54万0.08%124,643 29,75431.4% $142.64万 加仓
GS GOLDMAN SACHS GROUP INC $602.98万0.08%5,962 -2,083-25.9% -$210.67万 减仓
BKNG BOOKING HOLDINGS INC $614.39万0.09%34,470 -4,680-12.0% -$83.42万 减仓
FTS FORTIS INC $627.72万0.09%109,571 13,97314.6% $80.05万 加仓
BAC BANK OF AMER CORP $634.98万0.09%111,439 -20,709-15.7% -$118.00万 减仓
CP CANADIAN PACIFIC KANSAS CITY $640.94万0.09%73,928 11,42218.3% $99.03万 加仓
SLF SUN LIFE FINANCIAL INC. $643.35万0.09%81,943 -1,601-1.9% -$12.57万 减仓
ABNB AIRBNB INC $662.30万0.09%46,282 -4,033-8.0% -$57.71万 减仓
HLT HILTON WORLDWIDE HLDGS INC $680.09万0.10%20,580 -1,140-5.2% -$37.67万 减仓
RCL ROYAL CARIBBEAN GROUP $700.60万0.10%22,064 -1,816-7.6% -$57.66万 减仓
MAR MARRIOTT INTL INC NEW $702.34万0.10%18,952 -1,222-6.1% -$45.29万 减仓
CM CANADIAN IMPERIAL BANK OF CO $907.76万0.13%78,829 -2,556-3.1% -$29.43万 减仓
TLH ISHARES TR $923.71万0.13%92,049 -20,039-17.9% -$201.09万 减仓
BMO BANK MONTREAL MEDIUM $972.77万0.14%55,038 -1,339-2.4% -$23.67万 减仓
DAL DELTA AIR LINES INC $976.10万0.14%104,217 -1,547-1.5% -$14.49万 减仓
BNS BANK NOVA SCOTIA B C $980.70万0.14%112,832 -237-0.2% -$2.06万 减仓
XYZ BLOCK INC $983.46万0.14%129,402 11,2389.5% $85.41万 加仓
T AT&T INC $1,111.64万0.16%537,023 102,07723.5% $211.30万 加仓
OKE ONEOK INC NEW $1,218.45万0.17%140,148 -2,444-1.7% -$21.25万 减仓
KMI KINDER MORGAN INC DEL $1,232.22万0.17%385,430 6,2101.6% $19.85万 加仓
CMCSA COMCAST CORP NEW $1,322.09万0.19%538,528 163,79343.7% $402.11万 加仓
D DOMINION ENERGY INC $1,346.21万0.19%197,131 3,8192.0% $26.08万 加仓
FE FIRSTENERGY CORP $1,371.67万0.19%288,530 40,84016.5% $194.15万 加仓
EIX EDISON INTL $1,375.01万0.19%184,689 17,82110.7% $132.68万 加仓
EXC EXELON CORP $1,387.16万0.20%297,546 297,546— $1,387.16万 新建仓
ES EVERSOURCE ENERGY $1,403.62万0.20%194,219 29,57818.0% $213.76万 加仓
PNW PINNACLE WEST CAP CORP $1,405.79万0.20%131,382 8,0156.5% $85.76万 加仓
EDV VANGUARD WORLD FD $1,443.10万0.20%221,743 -104,706-32.1% -$681.43万 减仓
RCI ROGERS $1,629.50万0.23%500,874 63,98114.6% $208.15万 加仓
TU TELUS CORPORATION $1,719.39万0.24%1,625,683 573,07254.4% $606.10万 加仓
EMA EMERA INC $1,890.76万0.27%356,449 25,6087.7% $135.84万 加仓
VGLT VANGUARD SCOTTSDALE FDS $1,978.54万0.28%358,561 -134,771-27.3% -$743.67万 减仓
INTU INTUIT $1,982.48万0.28%75,957 19,33334.1% $504.59万 加仓
NFLX NETFLIX INC. $1,996.26万0.28%279,588 -598,339-68.2% -$4,272.14万 减仓