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 |
|---|---|---|---|---|---|---|---|---|
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -6 | -100.0% | -$794 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$744 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$552 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2 | -100.0% | -$506 | 清仓 |
| CODI | COMPASS DIVERSIFIED | $0 | 0.00% | 0 | -100 | -100.0% | -$480 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$465 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3 | -100.0% | -$431 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -4 | -100.0% | -$358 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3 | -100.0% | -$341 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$315 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2 | -100.0% | -$310 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$258 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$256 | 清仓 |
| OSCV | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -6 | -100.0% | -$222 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$170 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2 | -100.0% | -$143 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$134 | 清仓 |
| — | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -154 | -100.0% | -$102 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -2 | -100.0% | -$93 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$82 | 清仓 |
| — | CANOPY GROWTH CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$68 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$68 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -8 | -100.0% | -$67 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -2 | -100.0% | -$59 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$40 | 清仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$31 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -2 | -100.0% | -$26 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$18 | 清仓 |
| — | AURORA CANNABIS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$17 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |