Harvest Investment Advisors, LLC
TALLAHASSEE FL · SEC CIK 0001967261
$2.02亿2026Q2 申报市值
58持仓数
53.8%前十大占比 · 第一大 20.5%
2 / 2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
BAH 加仓+$102.14万
NKE 新建仓+$98.68万
HONA 新建仓+$93.05万
GPC 加仓+$87.96万
DG 加仓+$73.65万
2026Q2 卖出最多 按季末市值估算
KALU 清仓-$227.35万
WHR 清仓-$151.50万
HON 减仓-$94.53万
QQQ 减仓-$80.05万
LYB 减仓-$25.75万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | PowerShares QQQ Trust | $4,128.06万 | 20.48% | 56,057 | -1,087 | -1.9% | -$80.05万 | 减仓 |
| EFA | iShares MSCI EAFE Fund | $1,430.15万 | 7.10% | 137,673 | 581 | 0.4% | $6.04万 | 加仓 |
| IWM | iShares Russell 2000 Fund | $1,333.32万 | 6.62% | 44,377 | 67 | 0.2% | $2.01万 | 加仓 |
| ONEQ | Fidelity NASDAQ Composite Index Fund | $932.84万 | 4.63% | 90,374 | -1,125 | -1.2% | -$11.61万 | 减仓 |
| EEM | iShares MSCI Emerging Markets Fund | $747.86万 | 3.71% | 109,321 | -218 | -0.2% | -$1.49万 | 减仓 |
| EMXC | iShares MSCI Emerging Markets ex China Fund | $619.28万 | 3.07% | 60,536 | 1,454 | 2.5% | $14.87万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets Fund | $613.88万 | 3.05% | 102,845 | 713 | 0.7% | $4.26万 | 加仓 |
| MS | Morgan Stanley | $353.79万 | 1.76% | 16,925 | -59 | -0.3% | -$1.23万 | 减仓 |
| CSCO | Cisco Systems | $351.55万 | 1.74% | 29,929 | -76 | -0.3% | -$8,927 | 减仓 |
| STT | State Street | $322.38万 | 1.60% | 19,008 | -67 | -0.4% | -$1.14万 | 减仓 |
| GS | Goldman Sachs Group | $302.26万 | 1.50% | 2,989 | -6 | -0.2% | -$6,068 | 减仓 |
| ABBV | AbbVie | $301.77万 | 1.50% | 11,992 | 43 | 0.4% | $1.08万 | 加仓 |
| NTRS | Northern Trust | $298.43万 | 1.48% | 17,167 | -47 | -0.3% | -$8,170 | 减仓 |
| WMB | Williams Companies | $280.96万 | 1.39% | 37,317 | 320 | 0.9% | $2.41万 | 加仓 |
| QCOM | Qualcomm | $267.75万 | 1.33% | 14,489 | 138 | 1.0% | $2.55万 | 加仓 |
| TGT | Target | $266.72万 | 1.32% | 20,421 | -108 | -0.5% | -$1.41万 | 减仓 |
| NXPI | NXP Semiconductors NV | $266.46万 | 1.32% | 9,518 | 19 | 0.2% | $5,319 | 加仓 |
| GPC | Genuine Parts | $254.19万 | 1.26% | 21,545 | 7,455 | 52.9% | $87.96万 | 加仓 |
| GD | General Dynamics | $253.79万 | 1.26% | 7,164 | 254 | 3.7% | $9.00万 | 加仓 |
| DG | Dollar General | $252.41万 | 1.25% | 21,928 | 6,398 | 41.2% | $73.65万 | 加仓 |
| PNC | PNC Financial Services Group | $248.85万 | 1.23% | 10,097 | 7 | 0.1% | $1,725 | 加仓 |
| ALL | Allstate | $248.57万 | 1.23% | 10,447 | 10 | 0.1% | $2,379 | 加仓 |
| RTX | Raytheon Technologies | $242.94万 | 1.21% | 12,805 | 112 | 0.9% | $2.12万 | 加仓 |
| AMGN | Amgen | $237.95万 | 1.18% | 6,571 | 58 | 0.9% | $2.10万 | 加仓 |
| BAH | Booz Allen Hamilton Holdings | $237.75万 | 1.18% | 39,165 | 16,825 | 75.3% | $102.14万 | 加仓 |
| SYF | Synchrony Financial | $237.38万 | 1.18% | 31,214 | -20 | -0.1% | -$1,521 | 减仓 |
| SWKS | Skyworks Solutions | $234.54万 | 1.16% | 34,593 | -2,430 | -6.6% | -$16.48万 | 减仓 |
| LEA | Lear | $233.06万 | 1.16% | 17,385 | -15 | -0.1% | -$2,011 | 减仓 |
| KMI | Kinder Morgan | $230.95万 | 1.15% | 72,240 | 500 | 0.7% | $1.60万 | 加仓 |
| CLX | Clorox | $220.56万 | 1.09% | 23,110 | 3,505 | 17.9% | $33.45万 | 加仓 |
| MAS | Masco | $212.56万 | 1.05% | 26,123 | 35 | 0.1% | $2,848 | 加仓 |
| LHX | L3Harris Technologies | $212.05万 | 1.05% | 7,297 | 151 | 2.1% | $4.39万 | 加仓 |
| BMY | Bristol-Myers Squibb | $210.51万 | 1.04% | 36,535 | -165 | -0.4% | -$9,507 | 减仓 |
| HAL | Halliburton | $206.09万 | 1.02% | 60,255 | -5,485 | -8.3% | -$18.76万 | 减仓 |
| BLK | BlackRock | $203.95万 | 1.01% | 2,121 | 62 | 3.0% | $5.96万 | 加仓 |
| BX | Blackstone | $203.05万 | 1.01% | 17,256 | 334 | 2.0% | $3.93万 | 加仓 |
| GNTX | Gentex | $202.18万 | 1.00% | 80,013 | 1,500 | 1.9% | $3.79万 | 加仓 |
| HIG | Hartford Financial Services Group | $198.30万 | 0.98% | 14,964 | 150 | 1.0% | $1.99万 | 加仓 |
| HSY | Hershey Company | $196.26万 | 0.97% | 11,223 | 241 | 2.2% | $4.21万 | 加仓 |
| GILD | Gilead Sciences | $191.11万 | 0.95% | 15,127 | 55 | 0.4% | $6,949 | 加仓 |
| LMT | Lockheed Martin | $190.20万 | 0.94% | 3,733 | 62 | 1.7% | $3.16万 | 加仓 |
| LYB | LyondellBasell Industries NV | $186.51万 | 0.93% | 35,424 | -4,890 | -12.1% | -$25.75万 | 减仓 |
| UPS | United Parcel Service | $182.66万 | 0.91% | 16,992 | 50 | 0.3% | $5,375 | 加仓 |
| HII | Huntington Ingalls Industries | $174.04万 | 0.86% | 6,251 | 224 | 3.7% | $6.24万 | 加仓 |
| HD | Home Depot | $166.29万 | 0.83% | 4,726 | 104 | 2.3% | $3.66万 | 加仓 |
| ABT | Abbott Laboratories | $165.73万 | 0.82% | 18,264 | 1,790 | 10.9% | $16.24万 | 加仓 |
| DOW | Dow | $165.16万 | 0.82% | 60,365 | -130 | -0.2% | -$3,557 | 减仓 |
| THO | Thor Industries | $145.07万 | 0.72% | 19,301 | 85 | 0.4% | $6,389 | 加仓 |
| MSFT | Microsoft | $104.63万 | 0.52% | 2,805 | 4 | 0.1% | $1,492 | 加仓 |
| NKE | NIKE | $98.68万 | 0.49% | 24,040 | 24,040 | — | $98.68万 | 新建仓 |
| HON | Honeywell International | $94.24万 | 0.47% | 4,209 | -4,222 | -50.1% | -$94.53万 | 减仓 |
| AAPL | Apple | $93.14万 | 0.46% | 3,219 | 1 | 0.0% | $289 | 加仓 |
| HONA | Honeywell Aerospace | $93.05万 | 0.46% | 4,209 | 4,209 | — | $93.05万 | 新建仓 |
| GOOGL | Alphabet | $90.06万 | 0.45% | 2,520 | 0 | 0.0% | — | 不变 |
| OC | Owens Corning | $86.03万 | 0.43% | 5,412 | 2,730 | 101.8% | $43.40万 | 加仓 |
| AVGO | Broadcom | $60.06万 | 0.30% | 1,590 | -75 | -4.5% | -$2.83万 | 减仓 |
| ETN | Eaton Corporation PLC | $41.89万 | 0.21% | 983 | 0 | 0.0% | — | 不变 |
| VTWO | Vanguard Russell 2000 Fund | $27.99万 | 0.14% | 2,305 | 0 | 0.0% | — | 不变 |
| KALU | Kaiser Aluminum | $0 | 0.00% | 0 | -18,870 | -100.0% | -$227.35万 | 清仓 |
| WHR | Whirlpool | $0 | 0.00% | 0 | -28,105 | -100.0% | -$151.50万 | 清仓 |