Harvest Portfolios Group Inc.
Oakville A6 · SEC CIK 0001923739
$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
26Q126Q2
前十大持仓 占组合比例
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 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $203.93万 | 0.03% | 12,303 | 576 | 4.9% | $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 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $218.90万 | 0.03% | 18,343 | 3,571 | 24.2% | $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 | 163 | 1.2% | $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 | 6,192 | 32.9% | $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 | 9,454 | 21.6% | $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 | 6,106 | 7.2% | $27.39万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $407.03万 | 0.06% | 19,102 | 5,256 | 38.0% | $111.99万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $408.45万 | 0.06% | 37,995 | 6,193 | 19.5% | $66.57万 | 加仓 |
| TXT | TEXTRON INC | $409.36万 | 0.06% | 44,627 | 9,565 | 27.3% | $87.74万 | 加仓 |
| UNP | UNION PAC CORP | $410.86万 | 0.06% | 15,105 | 2,332 | 18.3% | $63.43万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $411.49万 | 0.06% | 8,077 | 3,059 | 61.0% | $155.84万 | 加仓 |
| RTX | RTX CORPORATION | $412.07万 | 0.06% | 21,719 | 5,490 | 33.8% | $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 | 18,878 | 28.0% | $90.67万 | 加仓 |
| AME | AMETEK INC | $414.71万 | 0.06% | 17,141 | 2,296 | 15.5% | $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 | 2,748 | 30.6% | $97.35万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $415.99万 | 0.06% | 4,253 | 728 | 20.7% | $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 | 17,361 | 35.3% | $109.37万 | 加仓 |
| DE | DEERE & CO | $420.69万 | 0.06% | 6,632 | 1,120 | 20.3% | $71.04万 | 加仓 |
| ETN | EATON CORP PLC | $428.72万 | 0.06% | 10,061 | 1,197 | 13.5% | $51.01万 | 加仓 |
| GEV | GE VERNOVA INC | $438.11万 | 0.06% | 3,729 | 28 | 0.8% | $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 | 13,409 | 12.7% | $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 | 12,205 | 20.6% | $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 | 29,754 | 31.4% | $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 | 13,973 | 14.6% | $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 | 11,422 | 18.3% | $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 | 11,238 | 9.5% | $85.41万 | 加仓 |
| T | AT&T INC | $1,111.64万 | 0.16% | 537,023 | 102,077 | 23.5% | $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 | 6,210 | 1.6% | $19.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,322.09万 | 0.19% | 538,528 | 163,793 | 43.7% | $402.11万 | 加仓 |
| D | DOMINION ENERGY INC | $1,346.21万 | 0.19% | 197,131 | 3,819 | 2.0% | $26.08万 | 加仓 |
| FE | FIRSTENERGY CORP | $1,371.67万 | 0.19% | 288,530 | 40,840 | 16.5% | $194.15万 | 加仓 |
| EIX | EDISON INTL | $1,375.01万 | 0.19% | 184,689 | 17,821 | 10.7% | $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 | 29,578 | 18.0% | $213.76万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1,405.79万 | 0.20% | 131,382 | 8,015 | 6.5% | $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 | 63,981 | 14.6% | $208.15万 | 加仓 |
| TU | TELUS CORPORATION | $1,719.39万 | 0.24% | 1,625,683 | 573,072 | 54.4% | $606.10万 | 加仓 |
| EMA | EMERA INC | $1,890.76万 | 0.27% | 356,449 | 25,608 | 7.7% | $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 | 19,333 | 34.1% | $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 |