13F 机构持仓

Safe Harbor Fiduciary, LLC

PENSACOLA FL · SEC CIK 0002036114

2026Q22026Q1 更早 9 个季度 🔒
$1.05亿2026Q1 申报市值
56持仓数
51.4%前十大占比 · 第一大 13.5%
0 / 166新建仓 / 清仓
申报市值走势$1.28亿2026Q2
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

SPY 13.5%
QQQ 7.4%
AAPL 5.6%
JEPI 5.4%
IWM 3.9%
QDPL 3.8%
STX 3.4%
IYF 3.1%
SGOV 2.7%
AMZN 2.6%

2026Q1 买入最多 按季末市值估算

IYF 加仓+$148.38万
SPY 加仓+$54.76万
SPHD 加仓+$40.27万
SCHD 加仓+$38.90万
QQQ 加仓+$31.28万

2026Q1 卖出最多 按季末市值估算

SGOV 减仓-$158.12万
ADP 清仓-$147.68万
STX 减仓-$65.97万
PDI 减仓-$37.65万
IVT 清仓-$26.30万

2026Q1 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
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -5,741-100.0% -$147.68万 清仓
QQQI NEOS ETF TRUST $00.00%0 —— — 申报中断
IVT INVENTRUST PPTYS CORP $00.00%0 -10,574-100.0% -$26.30万 清仓
TGT TARGET CORP $00.00%0 —— — 申报中断
SWK STANLEY BLACK & DECKER INC $00.00%0 —— — 申报中断
TQQQ PROSHARES TR $00.00%0 —— — 申报中断
O REALTY INCOME CORP $00.00%0 —— — 申报中断
ORCL ORACLE CORP $00.00%0 -844-100.0% -$16.45万 清仓
WMT WALMART INC $00.00%0 -1,444-100.0% -$16.09万 清仓
STT STATE STR CORP $00.00%0 -1,123-100.0% -$14.49万 清仓
— DIREXION SHS ETF TR $00.00%0 -4,189-100.0% -$14.07万 清仓
NVDL GRANITESHARES ETF TR $00.00%0 -1,545-100.0% -$13.60万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -537-100.0% -$13.23万 清仓
— DIREXION SHS ETF TR $00.00%0 -12,704-100.0% -$13.16万 清仓
SPYM SPDR SERIES TRUST $00.00%0 -1,611-100.0% -$12.92万 清仓
ETN EATON CORP PLC $00.00%0 -387-100.0% -$12.33万 清仓
CPRT COPART INC $00.00%0 -3,010-100.0% -$11.78万 清仓
— DIREXION SHS ETF TR $00.00%0 -2,330-100.0% -$11.70万 清仓
V VISA INC $00.00%0 -330-100.0% -$11.57万 清仓
OKE ONEOK INC NEW $00.00%0 -1,531-100.0% -$11.25万 清仓
BLK BLACKROCK INC $00.00%0 -103-100.0% -$11.02万 清仓
HD HOME DEPOT INC $00.00%0 -320-100.0% -$11.01万 清仓
NFLX NETFLIX INC $00.00%0 -1,000-100.0% -$9.38万 清仓
OMC OMNICOM GROUP INC $00.00%0 -1,147-100.0% -$9.26万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -157-100.0% -$8.95万 清仓
PG PROCTER AND GAMBLE CO $00.00%0 -571-100.0% -$8.18万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -158-100.0% -$7.64万 清仓
TNA DIREXION SHS ETF TR $00.00%0 -1,677-100.0% -$7.64万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -1,114-100.0% -$7.62万 清仓
TSLA TESLA INC $00.00%0 —— — 申报中断
FANG DIAMONDBACK ENERGY INC $00.00%0 -490-100.0% -$7.37万 清仓
IRM IRON MTN INC DEL $00.00%0 -824-100.0% -$6.84万 清仓
SPAB SPDR SERIES TRUST $00.00%0 -2,583-100.0% -$6.65万 清仓
ADME ETF SER SOLUTIONS $00.00%0 -1,279-100.0% -$6.56万 清仓
— TEUCRIUM COMMODITY TR $00.00%0 -3,700-100.0% -$6.56万 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -1,461-100.0% -$6.49万 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -750-100.0% -$6.37万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -1,270-100.0% -$6.31万 清仓
HSY HERSHEY CO $00.00%0 -333-100.0% -$6.06万 清仓
WDAY WORKDAY INC $00.00%0 -264-100.0% -$5.67万 清仓
NDAQ NASDAQ INC $00.00%0 -575-100.0% -$5.58万 清仓
— HONEYWELL INTL INC $00.00%0 -281-100.0% -$5.48万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 —— — 申报中断
PFF ISHARES TR $00.00%0 -1,602-100.0% -$4.96万 清仓
— EXXON MOBIL CORP $00.00%0 -395-100.0% -$4.75万 清仓
CL COLGATE PALMOLIVE CO $00.00%0 -575-100.0% -$4.54万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -150-100.0% -$4.18万 清仓
META META PLATFORMS INC $00.00%0 -63-100.0% -$4.16万 清仓
YETI YETI HLDGS INC $00.00%0 -926-100.0% -$4.09万 清仓
— DIREXION SHS ETF TR $00.00%0 -1,166-100.0% -$4.08万 清仓
ALLY ALLY FINL INC $00.00%0 -816-100.0% -$3.70万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -320-100.0% -$3.69万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -472-100.0% -$3.50万 清仓
SPEM SPDR INDEX SHS FDS $00.00%0 -682-100.0% -$3.19万 清仓
MRK MERCK & CO INC $00.00%0 -302-100.0% -$3.18万 清仓
SO SOUTHERN CO $00.00%0 -364-100.0% -$3.17万 清仓
YUM YUM BRANDS INC $00.00%0 -207-100.0% -$3.13万 清仓
ROKU ROKU INC $00.00%0 -287-100.0% -$3.12万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -183-100.0% -$2.94万 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -588-100.0% -$2.93万 清仓
AGG ISHARES TR $00.00%0 -291-100.0% -$2.91万 清仓
NAIL DBX ETF TR $00.00%0 -577-100.0% -$2.86万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -481-100.0% -$2.81万 清仓
DNP DNP SELECT INCOME FD INC $00.00%0 -2,785-100.0% -$2.78万 清仓
— DIREXION SHS ETF TR $00.00%0 -400-100.0% -$2.56万 清仓
T AT&T INC $00.00%0 -1,025-100.0% -$2.55万 清仓
— DIREXION SHS ETF TR $00.00%0 -1,020-100.0% -$2.54万 清仓
IAT ISHARES TR $00.00%0 -457-100.0% -$2.52万 清仓
PBA PEMBINA PIPELINE CORP $00.00%0 -619-100.0% -$2.36万 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -488-100.0% -$2.21万 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -33-100.0% -$1.92万 清仓
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -80-100.0% -$1.76万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 -120-100.0% -$1.73万 清仓
TLT ISHARES TR $00.00%0 -198-100.0% -$1.73万 清仓
SPTL SPDR SERIES TRUST $00.00%0 -636-100.0% -$1.68万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -85-100.0% -$1.51万 清仓
SIL GLOBAL X FDS $00.00%0 -175-100.0% -$1.46万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -473-100.0% -$1.41万 清仓
MSTR STRATEGY INC $00.00%0 -92-100.0% -$1.40万 清仓
AMT AMERICAN TOWER CORP NEW $00.00%0 -79-100.0% -$1.39万 清仓
ETR ENTERGY CORP NEW $00.00%0 -150-100.0% -$1.39万 清仓
SPMD SPDR SERIES TRUST $00.00%0 -233-100.0% -$1.35万 清仓
SPSM SPDR SERIES TRUST $00.00%0 -285-100.0% -$1.34万 清仓
GOOGL ALPHABET INC $00.00%0 -41-100.0% -$1.28万 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -264-100.0% -$1.28万 清仓
RH RH $00.00%0 -71-100.0% -$1.27万 清仓
PPL PPL CORP $00.00%0 -360-100.0% -$1.26万 清仓
CCL CARNIVAL CORP $00.00%0 -400-100.0% -$1.22万 清仓
— TEMA ETF TRUST $00.00%0 -345-100.0% -$1.22万 清仓
IJR ISHARES TR $00.00%0 -100-100.0% -$1.20万 清仓
AVGO BROADCOM INC $00.00%0 -33-100.0% -$1.14万 清仓
E ENI S P A $00.00%0 -300-100.0% -$1.14万 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -52-100.0% -$1.13万 清仓
GWX SPDR INDEX SHS FDS $00.00%0 -274-100.0% -$1.12万 清仓
BOTZ GLOBAL X FDS $00.00%0 -293-100.0% -$1.06万 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -353-100.0% -$1.02万 清仓
— DIREXION SHS ETF TR $00.00%0 -326-100.0% -$9,992 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -208-100.0% -$9,930 清仓
GS GOLDMAN SACHS GROUP INC $00.00%0 -11-100.0% -$9,669 清仓