Financial Harvest, LLC
WINTER PARK FL · SEC CIK 0002052933
$2.42亿2026Q2 申报市值
67持仓数
82.3%前十大占比 · 第一大 17.5%
8 / 0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
DUSB 加仓+$3,844.97万
DIMENSIONAL ETF 加仓+$240.44万
DIMENSIONAL ETF 加仓+$212.78万
DIMENSIONAL ETF 加仓+$160.06万
DISV 加仓+$123.31万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$29.28万
DFUV 减仓-$9.69万
AFL 减仓-$3.10万
QQQ 重新持有-$2.06万
DIS 减仓-$1.71万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | $4,221.85万 | 17.45% | 831,400 | 757,182 | 1,020.2% | $3,844.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,761.14万 | 15.55% | 538,074 | 30,440 | 6.0% | $212.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,261.93万 | 13.49% | 735,332 | 54,201 | 8.0% | $240.44万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,131.25万 | 8.81% | 531,085 | 30,727 | 6.1% | $123.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,771.34万 | 7.32% | 424,477 | 38,357 | 9.9% | $160.06万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,417.97万 | 5.86% | 380,560 | 19,994 | 5.5% | $74.50万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $953.88万 | 3.94% | 234,716 | 14,127 | 6.4% | $57.41万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $952.61万 | 3.94% | 173,170 | -1,762 | -1.0% | -$9.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $838.21万 | 3.47% | 320,415 | 26,150 | 8.9% | $68.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $584.86万 | 2.42% | 87,949 | 13,938 | 18.8% | $92.69万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $368.00万 | 1.52% | 93,071 | 16,471 | 21.5% | $65.13万 | 加仓 |
| AAPL | APPLE INC | $278.43万 | 1.15% | 9,622 | 598 | 6.6% | $17.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $220.37万 | 0.91% | 11,013 | 719 | 7.0% | $14.39万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $219.38万 | 0.91% | 59,550 | -79 | -0.1% | -$2,910 | 减仓 |
| MSFT | MICROSOFT CORP | $204.24万 | 0.84% | 5,475 | 511 | 10.3% | $19.06万 | 加仓 |
| KO | COCA COLA CO | $199.05万 | 0.82% | 24,493 | 264 | 1.1% | $2.15万 | 加仓 |
| SHY | ISHARES TR | $198.44万 | 0.82% | 24,168 | 1,080 | 4.7% | $8.87万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $138.93万 | 0.57% | 2,727 | 777 | 39.8% | $39.59万 | 加仓 |
| DGS | WISDOMTREE TR | $134.51万 | 0.56% | 20,786 | 649 | 3.2% | $4.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.45万 | 0.54% | 2,587 | -5 | -0.2% | -$2,502 | 减仓 |
| ISHG | ISHARES TR | $124.43万 | 0.51% | 16,759 | 1,419 | 9.3% | $10.54万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $114.66万 | 0.47% | 13,993 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $95.77万 | 0.40% | 4,018 | 373 | 10.2% | $8.89万 | 加仓 |
| MRK | MERCK & CO INC | $95.46万 | 0.39% | 7,429 | 271 | 3.8% | $3.48万 | 加仓 |
| AFL | AFLAC INC | $91.95万 | 0.38% | 7,842 | -264 | -3.3% | -$3.10万 | 减仓 |
| GOOGL | ALPHABET INC | $88.63万 | 0.37% | 2,480 | 105 | 4.4% | $3.75万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $75.98万 | 0.31% | 3,086 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $69.16万 | 0.29% | 1,739 | 1,739 | — | $69.16万 | 新建仓 |
| TSLA | TESLA INC | $66.29万 | 0.27% | 1,576 | 395 | 33.4% | $16.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $65.35万 | 0.27% | 1,125 | 50 | 4.7% | $2.90万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $65.00万 | 0.27% | 12,575 | 1 | 0.0% | $52 | 加仓 |
| SCZ | ISHARES TR | $61.98万 | 0.26% | 7,534 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $53.39万 | 0.22% | 4,714 | 1,073 | 29.5% | $12.15万 | 加仓 |
| INTC | INTEL CORP | $51.11万 | 0.21% | 3,660 | -2,097 | -36.4% | -$29.28万 | 减仓 |
| META | META PLATFORMS INC | $48.68万 | 0.20% | 864 | 62 | 7.7% | $3.49万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $47.71万 | 0.20% | 8,831 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $47.53万 | 0.20% | 4,652 | -32 | -0.7% | -$3,269 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $47.29万 | 0.20% | 410 | 410 | — | $47.29万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $44.10万 | 0.18% | 9,063 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $43.32万 | 0.18% | 10,774 | 133 | 1.2% | $5,348 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.14万 | 0.17% | 1,837 | 9 | 0.5% | $2,016 | 加仓 |
| IWM | ISHARES TR | $39.63万 | 0.16% | 1,319 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $39.59万 | 0.16% | 372 | 84 | 29.2% | $8.94万 | 加仓 |
| GOOG | ALPHABET INC | $38.13万 | 0.16% | 1,079 | 119 | 12.4% | $4.20万 | 加仓 |
| AMAT | APPLIED MATLS INC | $36.95万 | 0.15% | 511 | 511 | — | $36.95万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $35.10万 | 0.15% | 9,049 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $32.63万 | 0.13% | 7,911 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $32.21万 | 0.13% | 1,268 | 244 | 23.8% | $6.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.06万 | 0.13% | 979 | 204 | 26.3% | $6.68万 | 加仓 |
| ABBV | ABBVIE INC | $31.96万 | 0.13% | 1,270 | 123 | 10.7% | $3.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.96万 | 0.13% | 3,777 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $30.17万 | 0.12% | 403 | -7 | -1.7% | -$5,240 | 减仓 |
| SGOV | ISHARES TR | $29.93万 | 0.12% | 2,973 | 2,973 | — | $29.93万 | 新建仓 |
| LLY | ELI LILLY & CO | $28.83万 | 0.12% | 240 | 240 | — | $28.83万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $28.35万 | 0.12% | 6,644 | 119 | 1.8% | $5,077 | 加仓 |
| AVGO | BROADCOM INC | $28.26万 | 0.12% | 748 | 77 | 11.5% | $2.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.56万 | 0.11% | 944 | -5 | -0.5% | -$1,407 | 减仓 |
| HD | HOME DEPOT INC | $26.13万 | 0.11% | 741 | -45 | -5.7% | -$1.59万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $26.08万 | 0.11% | 1,779 | 261 | 17.2% | $3.83万 | 加仓 |
| MCD | MCDONALDS CORP | $26.01万 | 0.11% | 962 | 180 | 23.0% | $4.87万 | 加仓 |
| DIS | DISNEY WALT CO | $25.41万 | 0.11% | 2,640 | -178 | -6.3% | -$1.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $24.66万 | 0.10% | 569 | 569 | — | $24.66万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $24.60万 | 0.10% | 334 | -28 | -7.7% | -$2.06万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.70万 | 0.10% | 1,510 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $22.99万 | 0.10% | 2,744 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.73万 | 0.09% | 291 | 291 | — | $21.73万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.21万 | 0.08% | 832 | 832 | — | $20.21万 | 新建仓 |