Harvest Portfolios Group Inc.
Oakville A6 · SEC CIK 0001923739
$60.63亿2026Q1 申报市值
260持仓数
34.8%前十大占比 · 第一大 5.5%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$7,447.42万
MSTR 加仓+$7,109.69万
MSFT 加仓+$5,292.21万
CRWD 新建仓+$3,669.07万
AMZN 加仓+$3,286.13万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$6,939.00万
TLT 减仓-$3,257.07万
ADBE 清仓-$2,903.27万
MU 减仓-$1,779.54万
AMAT 减仓-$1,511.36万
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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,488.07万 | 0.41% | 63,510 | 63,510 | — | $2,488.07万 | 新建仓 |
| NOW | SERVICENOW INC | $2,549.02万 | 0.42% | 243,809 | 93,477 | 62.2% | $977.30万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,567.23万 | 0.42% | 132,236 | -44,267 | -25.1% | -$859.40万 | 减仓 |
| MS | MORGAN STANLEY | $2,572.85万 | 0.42% | 156,338 | -10,087 | -6.1% | -$166.00万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,605.05万 | 0.43% | 327,226 | 8,295 | 2.6% | $66.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,630.18万 | 0.43% | 76,953 | -44,219 | -36.5% | -$1,511.36万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,668.46万 | 0.44% | 166,446 | 37,103 | 28.7% | $594.84万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,730.84万 | 0.45% | 493,332 | -89,576 | -15.4% | -$495.85万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $2,786.17万 | 0.46% | 421,241 | 60,573 | 16.8% | $400.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,855.47万 | 0.47% | 568,819 | 15,577 | 2.8% | $78.20万 | 加仓 |
| CAT | CATERPILLAR INC | $2,897.67万 | 0.48% | 40,901 | -4,937 | -10.8% | -$349.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,989.75万 | 0.49% | 101,637 | 10,719 | 11.8% | $315.31万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3,021.50万 | 0.50% | 619,394 | 112,793 | 22.3% | $550.22万 | 加仓 |
| SHEL | SHELL PLC | $3,030.26万 | 0.50% | 325,834 | 14,611 | 4.7% | $135.88万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3,057.58万 | 0.50% | 70,456 | 4,991 | 7.6% | $216.59万 | 加仓 |
| SHOP | SHOPIFY INC | $3,114.09万 | 0.51% | 262,451 | 111,909 | 74.3% | $1,327.85万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $3,318.61万 | 0.55% | 355,336 | 103,357 | 41.0% | $965.29万 | 加仓 |
| RY | ROYAL BK CDA | $3,403.61万 | 0.56% | 210,546 | 71,998 | 52.0% | $1,163.89万 | 加仓 |
| BCE | BCE INC | $3,537.46万 | 0.58% | 1,401,984 | 294,761 | 26.6% | $743.74万 | 加仓 |
| CCJ | CAMECO CORP | $3,596.07万 | 0.59% | 330,678 | 104,010 | 45.9% | $1,131.09万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,669.07万 | 0.61% | 93,980 | 93,980 | — | $3,669.07万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $3,707.15万 | 0.61% | 186,956 | -14,461 | -7.2% | -$286.75万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $3,712.22万 | 0.61% | 535,674 | 171,386 | 47.0% | $1,187.70万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $3,805.14万 | 0.63% | 187,461 | 50,169 | 36.5% | $1,018.35万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,809.07万 | 0.63% | 991,429 | 131,963 | 15.4% | $507.00万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4,040.06万 | 0.67% | 2,544,116 | 843,819 | 49.6% | $1,339.98万 | 加仓 |
| ENB | ENBRIDGE INC | $4,126.34万 | 0.68% | 761,193 | 127,646 | 20.1% | $691.95万 | 加仓 |
| RDDT | REDDIT INC | $4,520.00万 | 0.75% | 335,685 | 110,621 | 49.2% | $1,489.51万 | 加仓 |
| ORCL | ORACLE CORP | $5,038.68万 | 0.83% | 342,511 | 154,414 | 82.1% | $2,271.58万 | 加仓 |
| CSCO | CISCO SYS INC | $5,105.76万 | 0.84% | 658,043 | -40,312 | -5.8% | -$312.78万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $5,553.32万 | 0.92% | 582,048 | 46,365 | 8.7% | $442.37万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5,593.68万 | 0.92% | 72,397 | -9,351 | -11.4% | -$722.50万 | 减仓 |
| MDT | MEDTRONIC PLC | $5,738.52万 | 0.95% | 662,264 | 18,224 | 2.8% | $157.91万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $5,744.81万 | 0.95% | 504,019 | 96,203 | 23.6% | $1,096.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,754.06万 | 0.95% | 916,981 | 319,640 | 53.5% | $2,005.74万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,822.03万 | 0.96% | 118,447 | 10,876 | 10.1% | $534.59万 | 加仓 |
| DHR | DANAHER CORP DEL | $5,852.38万 | 0.97% | 308,670 | 28,982 | 10.4% | $549.50万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,860.62万 | 0.97% | 200,192 | 18,176 | 10.0% | $532.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $6,085.62万 | 1.00% | 185,204 | 20,837 | 12.7% | $684.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6,210.60万 | 1.02% | 134,723 | 26,226 | 24.2% | $1,208.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6,403.85万 | 1.06% | 623,731 | 142,273 | 29.6% | $1,460.72万 | 加仓 |
| ZTS | ZOETIS INC | $6,433.71万 | 1.06% | 544,261 | 127,991 | 30.7% | $1,512.98万 | 加仓 |
| NVS | NOVARTIS AG | $6,945.25万 | 1.15% | 454,681 | -37,333 | -7.6% | -$570.26万 | 减仓 |
| AMGN | AMGEN INC | $7,186.89万 | 1.19% | 204,260 | 6,903 | 3.5% | $242.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7,206.27万 | 1.19% | 1,188,173 | -124,687 | -9.5% | -$756.23万 | 减仓 |
| ABBV | ABBVIE INC | $7,402.23万 | 1.22% | 340,348 | 61,352 | 22.0% | $1,334.34万 | 加仓 |
| AZN | ASTRAZENECA PLC | $7,447.42万 | 1.23% | 377,620 | 377,620 | — | $7,447.42万 | 新建仓 |
| MRK | MERCK & CO INC | $7,539.80万 | 1.24% | 626,802 | -43,359 | -6.5% | -$521.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $7,578.64万 | 1.25% | 310,041 | -23,104 | -6.9% | -$564.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,139.37万 | 1.34% | 300,801 | 66,598 | 28.4% | $1,802.08万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $8,255.04万 | 1.36% | 472,770 | 96,192 | 25.5% | $1,679.61万 | 加仓 |
| NFLX | NETFLIX INC. | $8,441.27万 | 1.39% | 877,927 | 236,289 | 36.8% | $2,271.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,386.77万 | 1.55% | 94,204 | 18,518 | 24.5% | $1,845.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.19亿 | 1.97% | 586,163 | 95,330 | 19.4% | $1,939.30万 | 加仓 |
| META | META PLATFORMS INC | $1.20亿 | 1.98% | 210,070 | 27,567 | 15.1% | $1,577.19万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK | $1.44亿 | 2.38% | 502,456 | -506 | -0.1% | -$14.55万 | 减仓 |
| AAPL | APPLE INC | $1.47亿 | 2.42% | 578,232 | 72,164 | 14.3% | $1,831.45万 | 加仓 |
| AVGO | BROADCOM INC | $1.51亿 | 2.49% | 487,418 | 83,706 | 20.7% | $2,590.78万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.54亿 | 2.54% | 1,053,568 | 184,703 | 21.3% | $2,701.84万 | 加仓 |
| AMZN | AMAZON COM INC | $1.55亿 | 2.56% | 746,178 | 157,782 | 26.8% | $3,286.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.75亿 | 2.89% | 473,550 | 142,967 | 43.2% | $5,292.21万 | 加仓 |
| IEF | ISHARES TR | $1.81亿 | 2.99% | 1,897,311 | 180,454 | 10.5% | $1,722.25万 | 加仓 |
| TSLA | TESLA INC | $2.20亿 | 3.62% | 590,680 | 60,159 | 11.3% | $2,236.41万 | 加仓 |
| TLT | ISHARES TR 20 YR TR | $2.38亿 | 3.92% | 2,744,301 | -375,715 | -12.0% | -$3,257.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.48亿 | 4.09% | 1,422,493 | 161,372 | 12.8% | $2,814.33万 | 加仓 |
| LLY | ELI LILLY & CO | $2.54亿 | 4.19% | 276,358 | 28,969 | 11.7% | $2,664.48万 | 加仓 |
| MSTR | STRATEGY INC | $3.34亿 | 5.52% | 2,679,768 | 569,687 | 27.0% | $7,109.69万 | 加仓 |