HARMONY ASSET MANAGEMENT LLC
SCOTTSDALE AZ · SEC CIK 0002002815
$3.72亿2026Q2 申报市值
201持仓数
35.8%前十大占比 · 第一大 5.7%
18 / 13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
ABBV 加仓+$329.50万
SCHW 新建仓+$176.75万
IGV 新建仓+$136.77万
ABT 新建仓+$123.04万
IDGT 新建仓+$115.30万
2026Q2 卖出最多 按季末市值估算
SNDK 重新持有-$288.76万
MU 减仓-$193.12万
HD 减仓-$167.95万
FHN 减仓-$160.73万
NDAQ 减仓-$135.89万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $553.39万 | 1.49% | 37,313 | 5,477 | 17.2% | $81.23万 | 加仓 |
| ABBV | ABBVIE INC | $575.32万 | 1.54% | 22,863 | 13,094 | 134.0% | $329.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $597.13万 | 1.60% | 5,173 | -1,673 | -24.4% | -$193.12万 | 减仓 |
| RTX | RTX CORPORATION | $612.07万 | 1.64% | 32,260 | 1,228 | 4.0% | $23.30万 | 加仓 |
| FLDB | FIDELITY MERRIMACK STR TR | $696.94万 | 1.87% | 138,723 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $712.92万 | 1.91% | 20,779 | -15 | -0.1% | -$5,146 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $748.59万 | 2.01% | 21,952 | -345 | -1.5% | -$11.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,034.95万 | 2.78% | 27,745 | -2,367 | -7.9% | -$88.29万 | 减仓 |
| LLY | ELI LILLY & CO | $1,156.41万 | 3.11% | 9,641 | -45 | -0.5% | -$5.40万 | 减仓 |
| AMZN | AMAZON COM INC | $1,304.14万 | 3.50% | 54,717 | -2,205 | -3.9% | -$52.55万 | 减仓 |
| GOOGL | ALPHABET INC | $1,763.18万 | 4.73% | 49,338 | -64 | -0.1% | -$2.29万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,796.00万 | 4.82% | 74,010 | -60 | -0.1% | -$1.46万 | 减仓 |
| AAPL | APPLE INC | $1,990.65万 | 5.35% | 68,795 | -1,726 | -2.4% | -$49.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,128.23万 | 5.71% | 106,363 | -173 | -0.2% | -$3.46万 | 减仓 |