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
ZTS ZOETIS INC $00.00%0 -544,261-100.0% -$6,433.71万 清仓
CRM SALESFORCE INC $00.00%0 -133,174-100.0% -$2,485.96万 清仓
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 -3,073-100.0% -$579.16万 清仓
CVE CENOVUS ENERGY INC $00.00%0 -145,770-100.0% -$386.88万 清仓
IR INGERSOLL RAND INC $00.00%0 -38,834-100.0% -$311.14万 清仓
APA APA CORPORATION $00.00%0 -70,386-100.0% -$298.72万 清仓
CCL CARNIVAL CORP $00.00%0 -108,339-100.0% -$280.38万 清仓
HIW HIGHWOODS PPTYS INC $00.00%0 -20,915-100.0% -$44.78万 清仓
— BITFARMS LTD $00.00%0 -62,331-100.0% -$12.23万 清仓
— AI FINL CORP $1.12万0.00%19,186 -1,752-8.4% -$1,025 减仓
— DEFI TECHNOLOGIES INC $1.89万0.00%34,884 -3,187-8.4% -$1,730 减仓
BTBT BIT DIGITAL INC $4.37万0.00%24,267 -14,073-36.7% -$2.53万 减仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $5.45万0.00%14,916 -17,221-53.6% -$6.29万 减仓
KEEL KEEL INFRASTRUCTURE CORP $18.91万0.00%33,020 33,020— $18.91万 新建仓
DQ DAQO NEW ENERGY CORP SPNSRD $21.18万0.00%15,818 1360.9% $1,821 加仓
FOUR SHIFT4 PMTS INC $26.09万0.00%5,364 65313.9% $3.18万 加仓
ARRY ARRAY TECHNOLOGIES INC $27.93万0.00%37,696 3410.9% $2,527 加仓
ACN ACCENTURE PLC IRELAND $29.64万0.00%2,382 -184,574-98.7% -$2,296.84万 减仓
CCI CROWN CASTLE INC $29.93万0.00%3,952 -1,181-23.0% -$8.94万 减仓
CSIQ CANADIAN SOLAR INC $30.77万0.00%19,209 1700.9% $2,723 加仓
MA MASTERCARD INCORPORATED $32.82万0.00%639 -56-8.1% -$2.88万 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $34.31万0.00%6,492 1101.7% $5,813 加仓
EOSE EOS ENERGY ENTERPRISES INC $35.08万0.00%59,659 34,130133.7% $20.07万 加仓
INFY INFOSYS LTD $35.19万0.00%33,549 8,50734.0% $8.92万 加仓
ORA ORMAT TECHNOLOGIES INC $35.32万0.00%3,243 220.7% $2,396 加仓
TNL TRAVEL PLUS LEISURE CO $37.19万0.01%4,866 -1,015-17.3% -$7.76万 减仓
SAP SAP SE $37.33万0.01%2,422 66037.5% $10.17万 加仓
FSLR FIRST SOLAR INC $38.58万0.01%1,635 161.0% $3,775 加仓
SKYW SKYWEST INC $41.00万0.01%4,128 -61-1.5% -$6,059 减仓
FLNC FLUENCE ENERGY INC $41.12万0.01%20,686 3,43419.9% $6.83万 加仓
SHLS SHOALS TECHNOLOGIES GROUP IN $41.51万0.01%41,927 3730.9% $3,693 加仓
RUN SUNRUN INC $42.77万0.01%31,964 11,52656.4% $15.42万 加仓
RRR RED ROCK RESORTS INC $44.49万0.01%6,839 -1,560-18.6% -$10.15万 减仓
BYD BOYD GAMING CORP $44.74万0.01%5,065 -85-1.7% -$7,508 减仓
NXT NEXTPOWER INC CLASS A $45.49万0.01%3,818 310.8% $3,693 加仓
RNW RENEW ENERGY GLOBAL PLC $45.77万0.01%73,232 6540.9% $4,088 加仓
DOC HEALTHPEAK PROPERTIES INC $46.43万0.01%21,698 -20,020-48.0% -$42.84万 减仓
IBM INTERNATIONAL BUSINESS MACHS $46.85万0.01%1,666 15510.3% $4.36万 加仓
WIT WIPRO LTD $47.93万0.01%213,017 51,06831.5% $11.49万 加仓
MTN VAIL RESORTS INC $47.94万0.01%3,521 -52-1.5% -$7,080 减仓
ENS ENERSYS $48.33万0.01%2,067 -187-8.3% -$4.37万 减仓
PLUG PLUG PWR INC $48.42万0.01%178,688 1,5950.9% $4,322 加仓
ENPH ENPHASE ENERGY INC $48.90万0.01%9,930 880.9% $4,333 加仓
INTC INTEL CORP $49.32万0.01%3,532 -3,982-53.0% -$55.60万 减仓
FIGR FIGURE TECHNOLOGY SOLUTIO $51.80万0.01%16,866 16,866— $51.80万 新建仓
CZR CAESARS ENTERTAINMENT INC NE $52.46万0.01%17,382 -776-4.3% -$2.34万 减仓
STN STANTEC INC $52.62万0.01%7,629 1,45723.6% $10.05万 加仓
TE T1 ENERGY INC $54.59万0.01%57,583 5130.9% $4,863 加仓
WH WYNDHAM HOTELS & RESORTS INC $58.41万0.01%6,936 -120-1.7% -$1.01万 减仓
ALK ALASKA AIR GROUP INC $58.59万0.01%11,225 -177-1.6% -$9,239 减仓
SEDG SOLAREDGE TECHNOLOGIES INC $60.78万0.01%10,400 -992-8.7% -$5.80万 减仓
CPA COPA HOLDINGS SA $63.21万0.01%4,063 -61-1.5% -$9,490 减仓
UDR UDR INC $70.92万0.01%17,766 -5,155-22.5% -$20.58万 减仓
WYNN WYNN RESORTS LTD $71.98万0.01%7,414 -109-1.4% -$1.06万 减仓
RBA RB GLOBAL INC $75.01万0.01%6,443 1,22123.4% $14.21万 加仓
RHP RYMAN HOSPITALITY PPTYS INC $77.09万0.01%5,997 -595-9.0% -$7.65万 减仓
CDP COPT DEFENSE PROPERTIES $82.92万0.01%22,786 22,786— $82.92万 新建仓
INVH INVITATION HOMES INC $83.34万0.01%27,587 -3,693-11.8% -$11.16万 减仓
LAMR LAMAR ADVERTISING CO $85.91万0.01%5,508 941.7% $1.47万 加仓
PSA PUBLIC STORAGE $87.19万0.01%2,739 -151-5.2% -$4.81万 减仓
MGM MGM RESORTS INTERNATIONAL $89.41万0.01%18,701 -320-1.7% -$1.53万 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $91.94万0.01%43,553 -762-1.7% -$1.61万 减仓
WPM WHEATON PRECIOUS METALS CORP $95.32万0.01%8,474 1,60023.3% $18.00万 加仓
O REALTY INCOME CORP $97.32万0.01%15,707 -83-0.5% -$5,143 减仓
ADC AGREE RLTY CORP $100.59万0.01%13,281 -69-0.5% -$5,226 减仓
MAA MID-AMER APT CMNTYS INC $101.68万0.01%7,318 1,30721.7% $18.16万 加仓
SPG SIMON PPTY GROUP INC NEW $107.60万0.02%4,811 811.7% $1.81万 加仓
STAG STAG INDUSTRIAL INC $108.17万0.02%28,421 -697-2.4% -$2.65万 减仓
AMT AMERICAN TOWER CORP $109.35万0.02%6,685 3205.0% $5.23万 加仓
AAL AMERICAN AIRLINES GROUP INC $114.02万0.02%63,101 -982-1.5% -$1.77万 减仓
GTY GETTY RLTY CORP NEW $115.73万0.02%34,691 -3,302-8.7% -$11.02万 减仓
GIB CGI INC $117.41万0.02%18,165 5,14939.6% $33.28万 加仓
REG REGENCY CTRS CORP $117.45万0.02%14,729 -1,222-7.7% -$9.74万 减仓
PLD PROLOGIS INC. $118.70万0.02%8,762 6478.0% $8.76万 加仓
AGI ALAMOS GOLD INC $123.47万0.02%40,725 -16,861-29.3% -$51.12万 减仓
DLR DIGITAL RLTY TR INC $125.13万0.02%6,968 -82-1.2% -$1.47万 减仓
EQX EQUINOX GOLD CORP $125.86万0.02%129,166 -33,219-20.5% -$32.37万 减仓
LVS LAS VEGAS SANDS CORP $125.91万0.02%27,260 -2,720-9.1% -$12.56万 减仓
PAAS PAN AMERN SILVER CORP $131.24万0.02%29,276 -14,247-32.7% -$63.87万 减仓
BTG B2GOLD CORP $131.63万0.02%350,899 -119,348-25.4% -$44.77万 减仓
KGC KINROSS GOLD CORP $132.57万0.02%55,990 -15,172-21.3% -$35.92万 减仓
OGC OCEANAGOLD CORP $132.76万0.02%52,965 52,965— $132.76万 新建仓
BLSH BULLISH $138.73万0.02%59,212 4130.7% $9,677 加仓
AU ANGLOGOLD ASHANTI PLC $139.84万0.02%17,288 -5,348-23.6% -$43.26万 减仓
NEM NEWMONT CORP $139.85万0.02%14,973 -5,176-25.7% -$48.34万 减仓
FNV FRANCO NEV CORP $146.92万0.02%7,041 1,05317.6% $21.97万 加仓
SSRM SSR MINING IN $147.51万0.02%52,160 52,160— $147.51万 新建仓
CDE COEUR MNG INC $153.12万0.02%93,824 -129,659-58.0% -$211.60万 减仓
IAG IAMGOLD CORP $154.13万0.02%97,110 -21,231-17.9% -$33.70万 减仓
HST HOST HOTELS & RESORTS INC $154.19万0.02%65,033 -1,065-1.6% -$2.53万 减仓
WCN WASTE CONNECTIONS INC $156.09万0.02%9,365 2,30932.7% $38.49万 加仓
EGO ELDORADO GOLD CORP NEW $157.98万0.02%50,759 -2,904-5.4% -$9.04万 减仓
H HYATT HOTELS CORP $169.13万0.02%8,725 -139-1.6% -$2.69万 减仓
BTDR BITDEER TECHNOLOGIES GROUP CL A $174.14万0.02%109,726 -30,256-21.6% -$48.02万 减仓
CLSK CLEANSPARK INC $183.32万0.03%125,992 -20,698-14.1% -$30.12万 减仓
SNY SANOFI SA $184.72万0.03%43,300 -7,600-14.9% -$32.42万 减仓
BP BP PLC $186.04万0.03%50,350 -4,677-8.5% -$17.28万 减仓
EQNR EQUINOR ASA $196.62万0.03%62,619 12,18024.1% $38.25万 加仓
SLB SLB LIMITED $200.96万0.03%43,226 1,4083.4% $6.55万 加仓
E ENI SPA $201.17万0.03%42,931 -5,568-11.5% -$26.09万 减仓