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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $3.38亿 | 4.77% | 281,944 | 5,586 | 2.0% | $670.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.12亿 | 4.39% | 1,556,987 | 134,494 | 9.5% | $2,691.09万 | 加仓 |
| MSTR | STRATEGY INC | $2.71亿 | 3.82% | 3,121,927 | 442,159 | 16.5% | $3,843.69万 | 加仓 |
| TSLA | TESLA INC | $2.63亿 | 3.70% | 624,137 | 33,457 | 5.7% | $1,407.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.35亿 | 3.31% | 629,985 | 156,435 | 33.0% | $5,835.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.21亿 | 3.12% | 380,784 | -205,379 | -35.0% | -$1.19亿 | 减仓 |
| TLT | ISHARES TR 20 YR TR | $2.16亿 | 3.05% | 2,503,691 | -240,610 | -8.8% | -$2,079.35万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK | $1.90亿 | 2.68% | 532,296 | 29,840 | 5.9% | $1,066.39万 | 加仓 |
| AMZN | AMAZON COM INC | $1.89亿 | 2.66% | 793,414 | 47,236 | 6.3% | $1,125.82万 | 加仓 |
| AAPL | APPLE INC | $1.85亿 | 2.60% | 637,896 | 59,664 | 10.3% | $1,726.44万 | 加仓 |
| AVGO | BROADCOM INC | $1.82亿 | 2.56% | 481,341 | -6,077 | -1.2% | -$229.56万 | 减仓 |
| IEF | ISHARES TR | $1.74亿 | 2.45% | 1,841,499 | -55,812 | -2.9% | -$527.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.64亿 | 2.31% | 1,405,261 | 351,693 | 33.4% | $4,103.20万 | 加仓 |
| META | META PLATFORMS INC | $1.40亿 | 1.97% | 248,291 | 38,221 | 18.2% | $2,152.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.06亿 | 1.49% | 113,356 | 19,152 | 20.3% | $1,791.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $9,752.38万 | 1.37% | 234,641 | -66,160 | -22.0% | -$2,749.81万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $9,106.34万 | 1.28% | 622,911 | 150,141 | 31.8% | $2,194.91万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $8,968.56万 | 1.26% | 894,352 | 358,678 | 67.0% | $3,596.82万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $8,617.80万 | 1.21% | 4,806,357 | 2,262,241 | 88.9% | $4,056.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,586.16万 | 1.21% | 112,511 | 18,531 | 19.7% | $1,414.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,855.65万 | 1.11% | 309,314 | -727 | -0.2% | -$18.46万 | 减仓 |
| ABBV | ABBVIE INC | $7,853.63万 | 1.11% | 312,098 | -28,250 | -8.3% | -$710.88万 | 减仓 |
| RDDT | REDDIT INC | $7,835.04万 | 1.10% | 451,379 | 115,694 | 34.5% | $2,008.22万 | 加仓 |
| MRK | MERCK & CO INC | $7,609.14万 | 1.07% | 592,151 | -34,651 | -5.5% | -$445.27万 | 减仓 |
| AMGN | AMGEN INC | $7,538.61万 | 1.06% | 208,180 | 3,920 | 1.9% | $141.95万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7,361.29万 | 1.04% | 148,195 | 148,195 | — | $7,361.29万 | 新建仓 |
| DHR | DANAHER CORP DEL | $7,263.50万 | 1.02% | 381,326 | 72,656 | 23.5% | $1,383.95万 | 加仓 |
| AZN | ASTRAZENECA PLC | $7,220.16万 | 1.02% | 380,770 | 3,150 | 0.8% | $59.73万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A | $7,214.29万 | 1.02% | 422,234 | 422,234 | — | $7,214.29万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,183.89万 | 1.01% | 143,288 | 24,841 | 21.0% | $1,245.43万 | 加仓 |
| NVS | NOVARTIS AG | $7,162.81万 | 1.01% | 457,045 | 2,364 | 0.5% | $37.05万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $7,068.54万 | 1.00% | 532,149 | 28,130 | 5.6% | $373.65万 | 加仓 |
| SYK | STRYKER CORPORATION | $6,982.90万 | 0.98% | 221,792 | 36,588 | 19.8% | $1,151.94万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,935.63万 | 0.98% | 1,203,684 | 15,511 | 1.3% | $89.37万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6,879.54万 | 0.97% | 177,890 | -22,302 | -11.1% | -$862.49万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,876.46万 | 0.97% | 757,820 | 134,089 | 21.5% | $1,216.72万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,599.13万 | 0.93% | 843,555 | 181,291 | 27.4% | $1,418.24万 | 加仓 |
| CSCO | CISCO SYS INC | $6,569.02万 | 0.93% | 559,256 | -98,787 | -15.0% | -$1,160.35万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $6,523.23万 | 0.92% | 104,616 | 32,219 | 44.5% | $2,008.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,884.47万 | 0.83% | 147,970 | 13,247 | 9.8% | $526.81万 | 加仓 |
| ORCL | ORACLE CORP | $5,555.23万 | 0.78% | 379,067 | 36,556 | 10.7% | $535.73万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,395.45万 | 0.76% | 1,264,163 | 347,182 | 37.9% | $1,481.77万 | 加仓 |
| SHOP | SHOPIFY INC | $5,222.11万 | 0.74% | 456,444 | 193,993 | 73.9% | $2,219.45万 | 加仓 |
| CCJ | CAMECO CORP | $5,137.85万 | 0.72% | 504,064 | 173,386 | 52.4% | $1,767.30万 | 加仓 |
| AMAT | APPLIED MATLS INC | $5,082.76万 | 0.72% | 70,301 | -6,652 | -8.6% | -$480.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,989.45万 | 0.70% | 115,142 | 115,142 | — | $4,989.45万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $4,836.93万 | 0.68% | 141,837 | -24,609 | -14.8% | -$839.22万 | 减仓 |
| ENB | ENBRIDGE INC | $4,834.25万 | 0.68% | 891,454 | 130,261 | 17.1% | $706.39万 | 加仓 |
| RY | ROYAL BK CDA | $4,709.42万 | 0.66% | 227,429 | 16,883 | 8.0% | $349.60万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $4,634.68万 | 0.65% | 298,291 | 110,830 | 59.1% | $1,722.02万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $4,561.22万 | 0.64% | 728,280 | 146,232 | 25.1% | $915.85万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $4,485.36万 | 0.63% | 368,903 | 13,567 | 3.8% | $164.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,418.51万 | 0.62% | 38,279 | -26,810 | -41.2% | -$3,094.65万 | 减仓 |
| BCE | BCE INC | $3,890.50万 | 0.55% | 1,806,122 | 404,138 | 28.8% | $870.54万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,828.64万 | 0.54% | 39,675 | -23,835 | -37.5% | -$2,300.08万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,814.76万 | 0.54% | 1,145,917 | 154,488 | 15.6% | $514.29万 | 加仓 |
| APH | AMPHENOL CORP | $3,446.05万 | 0.49% | 195,443 | 195,443 | — | $3,446.05万 | 新建仓 |
| NOW | SERVICENOW INC | $3,370.72万 | 0.48% | 339,517 | 95,708 | 39.3% | $950.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,309.44万 | 0.47% | 101,104 | -533 | -0.5% | -$17.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,297.42万 | 0.46% | 778,796 | 209,977 | 36.9% | $889.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,292.69万 | 0.46% | 110,467 | -21,769 | -16.5% | -$648.87万 | 减仓 |
| CAT | CATERPILLAR INC | $3,244.22万 | 0.46% | 30,465 | -10,436 | -25.5% | -$1,111.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,060.95万 | 0.43% | 180,183 | -10,042 | -5.3% | -$170.59万 | 减仓 |
| MS | MORGAN STANLEY | $3,016.95万 | 0.43% | 144,324 | -12,014 | -7.7% | -$251.14万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,935.86万 | 0.41% | 355,259 | 28,033 | 8.6% | $231.66万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2,893.81万 | 0.41% | 731,316 | 111,922 | 18.1% | $442.87万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,893.03万 | 0.41% | 69,663 | -793 | -1.1% | -$32.93万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $2,557.29万 | 0.36% | 475,344 | 54,103 | 12.8% | $291.07万 | 加仓 |
| KO | COCA COLA CO | $2,411.35万 | 0.34% | 296,708 | -15,270 | -4.9% | -$124.10万 | 减仓 |
| V | VISA INC | $2,393.36万 | 0.34% | 69,759 | 756 | 1.1% | $25.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,332.87万 | 0.33% | 159,088 | 6,979 | 4.6% | $102.34万 | 加仓 |
| MCD | MCDONALDS CORP | $2,297.36万 | 0.32% | 84,990 | 9,621 | 12.8% | $260.07万 | 加仓 |
| SHEL | SHELL PLC | $2,242.92万 | 0.32% | 289,260 | -36,574 | -11.2% | -$283.59万 | 减仓 |
| WMT | WALMART INC | $2,218.34万 | 0.31% | 195,863 | 2,416 | 1.2% | $27.36万 | 加仓 |
| TRP | TC ENERGY CORP | $2,116.69万 | 0.30% | 319,633 | 2,289 | 0.7% | $15.16万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $2,025.76万 | 0.29% | 437,828 | 401 | 0.1% | $1.86万 | 加仓 |
| NFLX | NETFLIX INC. | $1,996.26万 | 0.28% | 279,588 | -598,339 | -68.2% | -$4,272.14万 | 减仓 |
| INTU | INTUIT | $1,982.48万 | 0.28% | 75,957 | 19,333 | 34.1% | $504.59万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,978.54万 | 0.28% | 358,561 | -134,771 | -27.3% | -$743.67万 | 减仓 |
| EMA | EMERA INC | $1,890.76万 | 0.27% | 356,449 | 25,608 | 7.7% | $135.84万 | 加仓 |
| TU | TELUS CORPORATION | $1,719.39万 | 0.24% | 1,625,683 | 573,072 | 54.4% | $606.10万 | 加仓 |
| RCI | ROGERS | $1,629.50万 | 0.23% | 500,874 | 63,981 | 14.6% | $208.15万 | 加仓 |
| EDV | VANGUARD WORLD FD | $1,443.10万 | 0.20% | 221,743 | -104,706 | -32.1% | -$681.43万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1,405.79万 | 0.20% | 131,382 | 8,015 | 6.5% | $85.76万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,403.62万 | 0.20% | 194,219 | 29,578 | 18.0% | $213.76万 | 加仓 |
| EXC | EXELON CORP | $1,387.16万 | 0.20% | 297,546 | 297,546 | — | $1,387.16万 | 新建仓 |
| EIX | EDISON INTL | $1,375.01万 | 0.19% | 184,689 | 17,821 | 10.7% | $132.68万 | 加仓 |
| FE | FIRSTENERGY CORP | $1,371.67万 | 0.19% | 288,530 | 40,840 | 16.5% | $194.15万 | 加仓 |
| D | DOMINION ENERGY INC | $1,346.21万 | 0.19% | 197,131 | 3,819 | 2.0% | $26.08万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,322.09万 | 0.19% | 538,528 | 163,793 | 43.7% | $402.11万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,232.22万 | 0.17% | 385,430 | 6,210 | 1.6% | $19.85万 | 加仓 |
| OKE | ONEOK INC NEW | $1,218.45万 | 0.17% | 140,148 | -2,444 | -1.7% | -$21.25万 | 减仓 |
| T | AT&T INC | $1,111.64万 | 0.16% | 537,023 | 102,077 | 23.5% | $211.30万 | 加仓 |
| XYZ | BLOCK INC | $983.46万 | 0.14% | 129,402 | 11,238 | 9.5% | $85.41万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $980.70万 | 0.14% | 112,832 | -237 | -0.2% | -$2.06万 | 减仓 |
| DAL | DELTA AIR LINES INC | $976.10万 | 0.14% | 104,217 | -1,547 | -1.5% | -$14.49万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $972.77万 | 0.14% | 55,038 | -1,339 | -2.4% | -$23.67万 | 减仓 |
| TLH | ISHARES TR | $923.71万 | 0.13% | 92,049 | -20,039 | -17.9% | -$201.09万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $907.76万 | 0.13% | 78,829 | -2,556 | -3.1% | -$29.43万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $702.34万 | 0.10% | 18,952 | -1,222 | -6.1% | -$45.29万 | 减仓 |