Hara Capital LLC
BELLEVUE WA · SEC CIK 0002010015
$1.90亿2026Q2 申报市值
303持仓数
31.2%前十大占比 · 第一大 5.2%
8 / 16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
GLIBK 加仓+$299.41万
SOURCE CAPITAL 加仓+$160.10万
CMCSA 加仓+$112.63万
KD 新建仓+$101.08万
DXC 加仓+$73.03万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$612.86万
CNC 减仓-$177.48万
VGSH 减仓-$128.13万
NVO 减仓-$128.07万
KENNEDY-WILSON H 清仓-$60.99万
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 |
|---|---|---|---|---|---|---|---|---|
| PBF | PBF ENERGY INC | $993.75万 | 5.24% | 218,311 | -5,888 | -2.6% | -$26.80万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $890.75万 | 4.70% | 106,029 | -6,383 | -5.7% | -$53.62万 | 减仓 |
| VAL | VALARIS LTD | $856.88万 | 4.52% | 118,028 | -6,197 | -5.0% | -$44.99万 | 减仓 |
| CNC | CENTENE CORP DEL | $522.20万 | 2.75% | 81,352 | -27,649 | -25.4% | -$177.48万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $482.51万 | 2.54% | 91,263 | -400 | -0.4% | -$2.11万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $466.65万 | 2.46% | 79,120 | -4,620 | -5.5% | -$27.25万 | 减仓 |
| — | SOURCE CAPITAL | $457.70万 | 2.41% | 99,565 | 34,826 | 53.8% | $160.10万 | 加仓 |
| NE | NOBLE CORP PLC | $428.96万 | 2.26% | 115,003 | -1,860 | -1.6% | -$6.94万 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $413.87万 | 2.18% | 191,963 | 138,871 | 261.6% | $299.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $404.88万 | 2.14% | 10,854 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $393.59万 | 2.08% | 56,510 | -373 | -0.7% | -$2.60万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $381.28万 | 2.01% | 65,512 | -22,015 | -25.2% | -$128.13万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $375.32万 | 1.98% | 9,705 | -251 | -2.5% | -$9.71万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $357.15万 | 1.88% | 82,713 | -1,360 | -1.6% | -$5.87万 | 减仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $355.38万 | 1.87% | 307,689 | 3,700 | 1.2% | $4.27万 | 加仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $340.56万 | 1.80% | 755,114 | 17,000 | 2.3% | $7.67万 | 加仓 |
| NVO | NOVO-NORDISK A S | $325.80万 | 1.72% | 67,960 | -26,714 | -28.2% | -$128.07万 | 减仓 |
| SLB | SLB LIMITED | $299.23万 | 1.58% | 63,959 | -200 | -0.3% | -$9,357 | 减仓 |
| SDRL | SEADRILL LTD | $292.70万 | 1.54% | 77,394 | 4,720 | 6.5% | $17.85万 | 加仓 |
| TDW | TIDEWATER INC NEW | $289.49万 | 1.53% | 43,448 | -3,467 | -7.4% | -$23.10万 | 减仓 |
| FXY | INVESCO CURRENCYSHARES | $277.37万 | 1.46% | 49,144 | 1,050 | 2.2% | $5.93万 | 加仓 |
| OIS | OIL STS INTL INC | $268.99万 | 1.42% | 335,818 | -1,010 | -0.3% | -$8,090 | 减仓 |
| GOOGL | ALPHABET INC | $266.60万 | 1.41% | 7,460 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $260.76万 | 1.38% | 114,387 | -5,898 | -4.9% | -$13.45万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $231.78万 | 1.22% | 261,893 | 82,525 | 46.0% | $73.03万 | 加仓 |
| BIL | SPDR SERIES TRUST | $221.55万 | 1.17% | 24,176 | 2,212 | 10.1% | $20.27万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $218.15万 | 1.15% | 21,780 | -4,028 | -15.6% | -$40.34万 | 减仓 |
| NEM | NEWMONT CORP | $213.76万 | 1.13% | 22,887 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $212.25万 | 1.12% | 86,456 | 45,876 | 113.1% | $112.63万 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $209.88万 | 1.11% | 251,358 | -30,408 | -10.8% | -$25.39万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $175.85万 | 0.93% | 11,620 | 200 | 1.8% | $3.03万 | 加仓 |
| HAL | HALLIBURTON CO | $175.49万 | 0.93% | 51,691 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.69万 | 0.86% | 3,400 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $145.56万 | 0.77% | 62,340 | 2,340 | 3.9% | $5.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $144.71万 | 0.76% | 4,421 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $138.88万 | 0.73% | 12,330 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $137.26万 | 0.72% | 3,456 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $128.75万 | 0.68% | 24,665 | -250 | -1.0% | -$1.30万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $127.28万 | 0.67% | 8,575 | 964 | 12.7% | $14.31万 | 加仓 |
| AAPL | APPLE INC | $126.16万 | 0.67% | 4,360 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $122.75万 | 0.65% | 5,150 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $120.46万 | 0.64% | 1,899 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $118.10万 | 0.62% | 128,654 | 6,900 | 5.7% | $6.33万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $118.06万 | 0.62% | 29,559 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALIZATION | $116.34万 | 0.61% | 98,764 | -1,200 | -1.2% | -$1.41万 | 减仓 |
| VLO | VALERO ENERGY CORP | $114.46万 | 0.60% | 4,395 | 0 | 0.0% | — | 不变 |
| — | PIMCO ETF TR | $110.79万 | 0.58% | 21,174 | -2,167 | -9.3% | -$11.34万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $101.08万 | 0.53% | 89,373 | 89,373 | — | $101.08万 | 新建仓 |
| — | INVESCO BD FD | $93.16万 | 0.49% | 61,453 | 22,600 | 58.2% | $34.26万 | 加仓 |
| LIN | LINDE PLC | $91.70万 | 0.48% | 1,767 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $90.78万 | 0.48% | 2,507 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $87.98万 | 0.46% | 1,713 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $87.86万 | 0.46% | 26,837 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $87.53万 | 0.46% | 2,981 | -5 | -0.2% | -$1,468 | 减仓 |
| CSX | CSX CORP | $86.69万 | 0.46% | 18,240 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $84.17万 | 0.44% | 18,793 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $82.76万 | 0.44% | 31,598 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $82.61万 | 0.44% | 8,517 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $81.20万 | 0.43% | 868 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $80.45万 | 0.42% | 4,240 | 0 | 0.0% | — | 不变 |
| GMOI | GMO ETF TRUST | $80.38万 | 0.42% | 21,360 | -157 | -0.7% | -$5,908 | 减仓 |
| NEXT | NEXTDECADE CORP | $79.72万 | 0.42% | 105,730 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $79.50万 | 0.42% | 9,007 | 630 | 7.5% | $5.56万 | 加仓 |
| B | BARRICK MNG CORP | $77.92万 | 0.41% | 21,214 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $77.13万 | 0.41% | 5,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $76.70万 | 0.40% | 3,048 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.39% | 1 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $73.58万 | 0.39% | 39,668 | -400 | -1.0% | -$7,420 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $71.10万 | 0.37% | 11,305 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $68.43万 | 0.36% | 7,532 | 2,050 | 37.4% | $18.62万 | 加仓 |
| NDAQ | NASDAQ INC | $65.03万 | 0.34% | 8,250 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $64.33万 | 0.34% | 2,365 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $63.64万 | 0.34% | 1,862 | 0 | 0.0% | — | 不变 |
| — | GMO ETF TRUST | $63.60万 | 0.34% | 15,999 | -1,876 | -10.5% | -$7.46万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $63.59万 | 0.34% | 16,356 | 16,183 | 9,354.3% | $62.92万 | 加仓 |
| GOOG | ALPHABET INC | $63.42万 | 0.33% | 1,795 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $61.03万 | 0.32% | 3,934 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $60.40万 | 0.32% | 1,920 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $59.30万 | 0.31% | 5,842 | 5,842 | — | $59.30万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.13万 | 0.30% | 555 | 0 | 0.0% | — | 不变 |
| — | GMO ETF TRUST | $56.02万 | 0.30% | 20,365 | 15,265 | 299.3% | $41.99万 | 加仓 |
| LOW | LOWES COS INC | $56.00万 | 0.30% | 2,540 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $55.55万 | 0.29% | 1,575 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $55.37万 | 0.29% | 2,035 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $54.61万 | 0.29% | 23,972 | -9,338 | -28.0% | -$21.27万 | 减仓 |
| GDX | VANECK ETF TRUST | $51.74万 | 0.27% | 6,857 | 1,230 | 21.9% | $9.28万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $49.98万 | 0.26% | 4,060 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $49.16万 | 0.26% | 2,966 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $48.56万 | 0.26% | 4,943 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $47.95万 | 0.25% | 2,390 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.14万 | 0.25% | 942 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $46.27万 | 0.24% | 15,439 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $45.78万 | 0.24% | 5,020 | 100 | 2.0% | $9,119 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $45.67万 | 0.24% | 910 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $44.66万 | 0.24% | 8,899 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $44.09万 | 0.23% | 5,206 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $43.31万 | 0.23% | 72,547 | 191 | 0.3% | $1,140 | 加仓 |
| IVE | ISHARES TR | $41.67万 | 0.22% | 1,835 | -500 | -21.4% | -$11.35万 | 减仓 |
| INTC | INTEL CORP | $41.27万 | 0.22% | 2,956 | -1,070 | -26.6% | -$14.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $40.96万 | 0.22% | 3,940 | 0 | 0.0% | — | 不变 |