Safe Harbor Fiduciary, LLC
PENSACOLA FL · SEC CIK 0002036114
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -395 | -100.0% | -$4.75万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -575 | -100.0% | -$4.54万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -150 | -100.0% | -$4.18万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -63 | -100.0% | -$4.16万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -926 | -100.0% | -$4.09万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,166 | -100.0% | -$4.08万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -816 | -100.0% | -$3.70万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -320 | -100.0% | -$3.69万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -472 | -100.0% | -$3.50万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -682 | -100.0% | -$3.19万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -302 | -100.0% | -$3.18万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -364 | -100.0% | -$3.17万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -207 | -100.0% | -$3.13万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -287 | -100.0% | -$3.12万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -183 | -100.0% | -$2.94万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -588 | -100.0% | -$2.93万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -291 | -100.0% | -$2.91万 | 清仓 |
| NAIL | DBX ETF TR | $0 | 0.00% | 0 | -577 | -100.0% | -$2.86万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -481 | -100.0% | -$2.81万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -2,785 | -100.0% | -$2.78万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -400 | -100.0% | -$2.56万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$2.55万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,020 | -100.0% | -$2.54万 | 清仓 |
| IAT | ISHARES TR | $0 | 0.00% | 0 | -457 | -100.0% | -$2.52万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP | $0 | 0.00% | 0 | -619 | -100.0% | -$2.36万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -488 | -100.0% | -$2.21万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -33 | -100.0% | -$1.92万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -80 | -100.0% | -$1.76万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -120 | -100.0% | -$1.73万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -198 | -100.0% | -$1.73万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -636 | -100.0% | -$1.68万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -85 | -100.0% | -$1.51万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -175 | -100.0% | -$1.46万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -473 | -100.0% | -$1.41万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -92 | -100.0% | -$1.40万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -79 | -100.0% | -$1.39万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -150 | -100.0% | -$1.39万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -233 | -100.0% | -$1.35万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -285 | -100.0% | -$1.34万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -41 | -100.0% | -$1.28万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -264 | -100.0% | -$1.28万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -71 | -100.0% | -$1.27万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -360 | -100.0% | -$1.26万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$1.22万 | 清仓 |
| — | TEMA ETF TRUST | $0 | 0.00% | 0 | -345 | -100.0% | -$1.22万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$1.20万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.14万 | 清仓 |
| E | ENI S P A | $0 | 0.00% | 0 | -300 | -100.0% | -$1.14万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.13万 | 清仓 |
| GWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -274 | -100.0% | -$1.12万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -293 | -100.0% | -$1.06万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -353 | -100.0% | -$1.02万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -326 | -100.0% | -$9,992 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -208 | -100.0% | -$9,930 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -11 | -100.0% | -$9,669 | 清仓 |
| SPXU | PROSHARES TR | $0 | 0.00% | 0 | -194 | -100.0% | -$9,646 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -66 | -100.0% | -$9,099 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -521 | -100.0% | -$8,831 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -470 | -100.0% | -$8,662 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -222 | -100.0% | -$8,598 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -1,544 | -100.0% | -$8,428 | 清仓 |
| RWO | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -176 | -100.0% | -$7,924 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -100 | -100.0% | -$7,768 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -89 | -100.0% | -$7,495 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -272 | -100.0% | -$7,477 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$7,247 | 清仓 |
| CERY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -249 | -100.0% | -$7,109 | 清仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -100 | -100.0% | -$6,931 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -12 | -100.0% | -$6,851 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$6,794 | 清仓 |
| EMHC | SPDR SERIES TRUST | $0 | 0.00% | 0 | -259 | -100.0% | -$6,594 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$6,394 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -61 | -100.0% | -$6,221 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -150 | -100.0% | -$6,191 | 清仓 |
| KODK | EASTMAN KODAK CO | $0 | 0.00% | 0 | -675 | -100.0% | -$5,711 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$5,174 | 清仓 |
| TRFK | PACER FDS TR | $0 | 0.00% | 0 | -79 | -100.0% | -$5,061 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$5,048 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$4,904 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -45 | -100.0% | -$4,540 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -43 | -100.0% | -$4,265 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -50 | -100.0% | -$3,458 | 清仓 |
| EBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -158 | -100.0% | -$3,376 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -85 | -100.0% | -$3,176 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | -229 | -100.0% | -$3,032 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -123 | -100.0% | -$2,911 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -101 | -100.0% | -$2,854 | 清仓 |
| TIPX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -144 | -100.0% | -$2,748 | 清仓 |
| UMC | UNITED MICROELECTRONICS CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$2,358 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -10 | -100.0% | -$2,171 | 清仓 |
| ATEN | A10 NETWORKS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,769 | 清仓 |
| NMAX | NEWSMAX INC | $0 | 0.00% | 0 | -218 | -100.0% | -$1,685 | 清仓 |
| UNG | UNITED STS NAT GAS FD LP | $0 | 0.00% | 0 | -125 | -100.0% | -$1,533 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,528 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -25 | -100.0% | -$1,390 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -4 | -100.0% | -$1,241 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -73 | -100.0% | -$964 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$803 | 清仓 |