Financial Harvest, LLC
WINTER PARK FL · SEC CIK 0002052933
$1.70亿2026Q1 申报市值
57持仓数
80.2%前十大占比 · 第一大 18.7%
1 / 4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
DIMENSIONAL ETF 加仓+$150.38万
DIMENSIONAL ETF 加仓+$126.21万
DIMENSIONAL ETF 加仓+$115.26万
DUSB 加仓+$101.33万
DIMENSIONAL ETF 加仓+$68.55万
2026Q1 卖出最多 按季末市值估算
SO 清仓-$29.46万
V 清仓-$29.28万
BAC 清仓-$27.78万
DFUV 减仓-$24.76万
AAPL 减仓-$23.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -3,378 | -100.0% | -$29.46万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -835 | -100.0% | -$29.28万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,050 | -100.0% | -$27.78万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -410 | -100.0% | -$20.00万 | 清仓 |
| CAT | CATERPILLAR INC | $20.37万 | 0.12% | 288 | 288 | — | $20.37万 | 新建仓 |
| AVGO | BROADCOM INC | $20.76万 | 0.12% | 671 | -16 | -2.3% | -$4,950 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.89万 | 0.12% | 1,510 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $21.87万 | 0.13% | 1,075 | 17 | 1.6% | $3,458 | 加仓 |
| PG | PROCTER & GAMBLE CO | $21.93万 | 0.13% | 1,518 | 24 | 1.6% | $3,467 | 加仓 |
| DLS | WISDOMTREE TR | $22.36万 | 0.13% | 2,744 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.79万 | 0.13% | 775 | -165 | -17.6% | -$4.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.01万 | 0.14% | 949 | -104 | -9.9% | -$2.52万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $23.35万 | 0.14% | 6,525 | 527 | 8.8% | $1.89万 | 加仓 |
| MCD | MCDONALDS CORP | $24.32万 | 0.14% | 782 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.95万 | 0.15% | 1,147 | -7 | -0.6% | -$1,522 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.04万 | 0.15% | 1,024 | -140 | -12.0% | -$3.42万 | 减仓 |
| INTC | INTEL CORP | $25.41万 | 0.15% | 5,757 | -209 | -3.5% | -$9,224 | 减仓 |
| IVV | ISHARES TR | $26.77万 | 0.16% | 410 | 19 | 4.9% | $1.24万 | 加仓 |
| DIS | DISNEY WALT CO | $27.16万 | 0.16% | 2,818 | -267 | -8.7% | -$2.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.22万 | 0.16% | 3,777 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.54万 | 0.16% | 960 | -14 | -1.4% | -$4,016 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.82万 | 0.18% | 7,911 | 2 | 0.0% | $78 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.71万 | 0.19% | 9,049 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $32.71万 | 0.19% | 1,319 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $36.03万 | 0.21% | 10,641 | -88 | -0.8% | -$2,980 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.14万 | 0.22% | 1,828 | -34 | -1.8% | -$6,908 | 减仓 |
| TSLA | TESLA INC | $43.90万 | 0.26% | 1,181 | -42 | -3.4% | -$1.56万 | 减仓 |
| WMT | WALMART INC | $45.25万 | 0.27% | 3,641 | -592 | -14.0% | -$7.36万 | 减仓 |
| META | META PLATFORMS INC | $45.89万 | 0.27% | 802 | -8 | -1.0% | -$4,578 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $46.04万 | 0.27% | 9,063 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $46.61万 | 0.27% | 8,831 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $48.45万 | 0.29% | 4,684 | 47 | 1.0% | $4,861 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $56.73万 | 0.33% | 12,574 | 1 | 0.0% | $45 | 加仓 |
| SCZ | ISHARES TR | $59.07万 | 0.35% | 7,534 | -224 | -2.9% | -$1.76万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $63.51万 | 0.37% | 3,086 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $68.30万 | 0.40% | 2,375 | -97 | -3.9% | -$2.79万 | 减仓 |
| AMZN | AMAZON COM INC | $75.91万 | 0.45% | 3,645 | -385 | -9.6% | -$8.02万 | 减仓 |
| MRK | MERCK & CO INC | $86.10万 | 0.51% | 7,158 | -45 | -0.6% | -$5,413 | 减仓 |
| AFL | AFLAC INC | $88.93万 | 0.52% | 8,106 | -300 | -3.6% | -$3.29万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $99.22万 | 0.58% | 13,993 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR | $113.80万 | 0.67% | 15,340 | 354 | 2.4% | $2.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $117.86万 | 0.69% | 1,950 | -60 | -3.0% | -$3.63万 | 减仓 |
| DGS | WISDOMTREE TR | $121.03万 | 0.71% | 20,137 | 719 | 3.7% | $4.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.21万 | 0.73% | 2,592 | -282 | -9.8% | -$13.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $179.53万 | 1.06% | 10,294 | -579 | -5.3% | -$10.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $183.76万 | 1.08% | 4,964 | 1,673 | 50.8% | $61.93万 | 加仓 |
| KO | COCA COLA CO | $184.26万 | 1.09% | 24,229 | -380 | -1.5% | -$2.89万 | 减仓 |
| SHY | ISHARES TR | $190.64万 | 1.12% | 23,088 | 601 | 2.7% | $4.96万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $202.56万 | 1.19% | 59,629 | -2,369 | -3.8% | -$8.05万 | 减仓 |
| AAPL | APPLE INC | $229.01万 | 1.35% | 9,024 | -924 | -9.3% | -$23.45万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $273.54万 | 1.61% | 76,600 | 13,116 | 20.7% | $46.84万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $376.36万 | 2.22% | 74,218 | 19,983 | 36.8% | $101.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $439.26万 | 2.59% | 74,011 | 11,550 | 18.5% | $68.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $695.94万 | 4.10% | 294,265 | 24,628 | 9.1% | $58.25万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $762.13万 | 4.49% | 220,589 | 9,980 | 4.7% | $34.48万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $847.72万 | 4.99% | 174,932 | -5,110 | -2.8% | -$24.76万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,281.09万 | 7.54% | 360,566 | 13,792 | 4.0% | $49.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,419.38万 | 8.36% | 386,120 | 31,355 | 8.8% | $115.26万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,973.41万 | 11.62% | 500,358 | 17,265 | 3.6% | $68.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,646.88万 | 15.59% | 681,131 | 38,699 | 6.0% | $150.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,170.18万 | 18.67% | 507,634 | 20,210 | 4.1% | $126.21万 | 加仓 |