SmartHarvest Portfolios, LLC
SEATTLE WA · SEC CIK 0002066604
$2.40亿2026Q1 申报市值
387持仓数
32.1%前十大占比 · 第一大 6.6%
70 / 31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
VOO 加仓+$64.90万
AZN 新建仓+$33.05万
PLTR 加仓+$30.63万
CGGO 新建仓+$28.36万
OXY 新建仓+$27.10万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$368.80万
AAPL 减仓-$333.48万
MSFT 减仓-$301.25万
AMZN 减仓-$236.14万
IVV 减仓-$180.90万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BRASILAGRO COMPANHIA BRASILE | $9.21万 | 0.04% | 21,768 | 2,691 | 14.1% | $1.14万 | 加仓 |
| ABEV | AMBEV SA | $9.46万 | 0.04% | 32,403 | 7,481 | 30.0% | $2.18万 | 加仓 |
| — | PERPETUALS.COM LTD | $9.53万 | 0.04% | 19,255 | 19,255 | — | $9.53万 | 新建仓 |
| — | NOVONIX LIMITED | $9.99万 | 0.04% | 144,801 | 144,801 | — | $9.99万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $10.52万 | 0.04% | 13,364 | 13,364 | — | $10.52万 | 新建仓 |
| PRCH | PORCH GROUP INC | $10.76万 | 0.04% | 15,006 | 15,006 | — | $10.76万 | 新建仓 |
| WTI | W & T OFFSHORE INC | $11.12万 | 0.05% | 32,619 | -1,413 | -4.2% | -$4,818 | 减仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $11.22万 | 0.05% | 25,507 | 559 | 2.2% | $2,460 | 加仓 |
| ANL | ADLAI NORTYE LTD | $11.33万 | 0.05% | 16,367 | 1,279 | 8.5% | $8,851 | 加仓 |
| NOK | NOKIA CORP | $12.01万 | 0.05% | 14,932 | 14,932 | — | $12.01万 | 新建仓 |
| SUZ | SUZANO S A | $12.19万 | 0.05% | 12,179 | 12,179 | — | $12.19万 | 新建仓 |
| — | CIA ENERGETICA DE MINAS GERA | $12.21万 | 0.05% | 37,233 | 37,233 | — | $12.21万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $13.10万 | 0.05% | 10,973 | 10,973 | — | $13.10万 | 新建仓 |
| PSO | PEARSON PLC | $13.44万 | 0.06% | 10,236 | 10,236 | — | $13.44万 | 新建仓 |
| — | ECO WAVE POWER GLOBAL AB | $13.48万 | 0.06% | 21,396 | 8,035 | 60.1% | $5.06万 | 加仓 |
| — | ADAGENE INC | $15.80万 | 0.07% | 40,312 | 1,541 | 4.0% | $6,041 | 加仓 |
| DOLE | DOLE PLC | $17.40万 | 0.07% | 12,179 | 211 | 1.8% | $3,015 | 加仓 |
| SFL | SFL CORPORATION LTD | $17.83万 | 0.07% | 16,523 | 16,523 | — | $17.83万 | 新建仓 |
| — | AMTD DIGITAL INC | $17.90万 | 0.07% | 114,741 | 114,741 | — | $17.90万 | 新建仓 |
| — | PHARMING GROUP NV | $17.97万 | 0.07% | 10,797 | -1,890 | -14.9% | -$3.14万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $18.36万 | 0.08% | 34,713 | -2 | -0.0% | -$11 | 减仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $18.57万 | 0.08% | 10,083 | 10,083 | — | $18.57万 | 新建仓 |
| F | FORD MTR CO | $18.71万 | 0.08% | 16,214 | -2,967 | -15.5% | -$3.42万 | 减仓 |
| SAN | BANCO SANTANDER SA | $18.71万 | 0.08% | 16,591 | -3,896 | -19.0% | -$4.39万 | 减仓 |
| TALO | TALOS ENERGY INC | $18.89万 | 0.08% | 11,987 | -204 | -1.7% | -$3,215 | 减仓 |
| — | BRASKEM SA | $19.93万 | 0.08% | 54,466 | 18,085 | 49.7% | $6.62万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.01万 | 0.08% | 3,299 | 3,299 | — | $20.01万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $20.09万 | 0.08% | 3,993 | 3,993 | — | $20.09万 | 新建仓 |
| TFC | TRUIST FINL CORP | $20.14万 | 0.08% | 4,380 | -784 | -15.2% | -$3.60万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $20.16万 | 0.08% | 16,364 | 457 | 2.9% | $5,630 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.23万 | 0.08% | 1,076 | 1,076 | — | $20.23万 | 新建仓 |
| CRH | CRH PLC | $20.27万 | 0.08% | 1,928 | 143 | 8.0% | $1.50万 | 加仓 |
| SSL | SASOL LTD | $20.39万 | 0.09% | 15,736 | -659 | -4.0% | -$8,541 | 减仓 |
| MMM | 3M CO | $20.41万 | 0.09% | 1,405 | -338 | -19.4% | -$4.91万 | 减仓 |
| GDS | GDS HLDGS LTD | $20.42万 | 0.09% | 5,069 | 5,069 | — | $20.42万 | 新建仓 |
| ICSH | ISHARES TR | $20.43万 | 0.09% | 4,035 | -226 | -5.3% | -$1.14万 | 减仓 |
| FTNT | FORTINET INC | $20.55万 | 0.09% | 2,515 | -668 | -21.0% | -$5.46万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $20.56万 | 0.09% | 5,555 | -566 | -9.2% | -$2.09万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $20.63万 | 0.09% | 178 | -33 | -15.6% | -$3.82万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $20.65万 | 0.09% | 1,200 | 1,200 | — | $20.65万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $20.84万 | 0.09% | 2,770 | -1,069 | -27.8% | -$8.04万 | 减仓 |
| GLNG | GOLAR LNG LTD | $20.84万 | 0.09% | 3,852 | 3,852 | — | $20.84万 | 新建仓 |
| AON | AON PLC | $20.88万 | 0.09% | 647 | -167 | -20.5% | -$5.39万 | 减仓 |
| WAB | WABTEC | $21.14万 | 0.09% | 846 | -197 | -18.9% | -$4.92万 | 减仓 |
| ALMS | ALUMIS INC | $21.16万 | 0.09% | 9,607 | 9,607 | — | $21.16万 | 新建仓 |
| AZO | AUTOZONE INC | $21.28万 | 0.09% | 63 | -1 | -1.6% | -$3,378 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.36万 | 0.09% | 1,185 | 1,185 | — | $21.36万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $21.47万 | 0.09% | 1,419 | 1,419 | — | $21.47万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $21.47万 | 0.09% | 748 | -204 | -21.4% | -$5.85万 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $21.49万 | 0.09% | 1,483 | 1,483 | — | $21.49万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.73万 | 0.09% | 3,026 | -359 | -10.6% | -$2.58万 | 减仓 |
| DOV | DOVER CORP | $21.91万 | 0.09% | 1,051 | -88 | -7.7% | -$1.83万 | 减仓 |
| GFI | GOLD FIELDS LTD | $22.10万 | 0.09% | 4,868 | 273 | 5.9% | $1.24万 | 加仓 |
| PLD | PROLOGIS INC. | $22.14万 | 0.09% | 1,675 | -451 | -21.2% | -$5.96万 | 减仓 |
| BCML | BAYCOM CORP | $22.18万 | 0.09% | 7,461 | 73 | 1.0% | $2,170 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $22.51万 | 0.09% | 1,138 | -492 | -30.2% | -$9.73万 | 减仓 |
| ADBE | ADOBE INC | $22.53万 | 0.09% | 927 | -202 | -17.9% | -$4.91万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $22.60万 | 0.09% | 28,461 | -2,455 | -7.9% | -$1.95万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.61万 | 0.09% | 1,725 | -458 | -21.0% | -$6.00万 | 减仓 |
| SAP | SAP SE | $22.62万 | 0.09% | 1,321 | 1,321 | — | $22.62万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.66万 | 0.09% | 849 | -242 | -22.2% | -$6.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $22.68万 | 0.09% | 4,008 | 176 | 4.6% | $9,958 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $22.68万 | 0.09% | 763 | 763 | — | $22.68万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $22.71万 | 0.09% | 747 | -250 | -25.1% | -$7.60万 | 减仓 |
| MCO | MOODYS CORP | $22.73万 | 0.09% | 521 | -128 | -19.7% | -$5.58万 | 减仓 |
| DHI | D R HORTON INC | $22.83万 | 0.10% | 1,664 | -407 | -19.7% | -$5.58万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $23.14万 | 0.10% | 3,778 | 3,778 | — | $23.14万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.28万 | 0.10% | 4,039 | 42 | 1.1% | $2,421 | 加仓 |
| AME | AMETEK INC | $23.30万 | 0.10% | 1,087 | -187 | -14.7% | -$4.01万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $23.33万 | 0.10% | 830 | 13 | 1.6% | $3,654 | 加仓 |
| BP | BP PLC | $23.34万 | 0.10% | 4,966 | 4,966 | — | $23.34万 | 新建仓 |
| IWP | ISHARES TR | $23.37万 | 0.10% | 1,824 | 1,824 | — | $23.37万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $23.40万 | 0.10% | 899 | -303 | -25.2% | -$7.89万 | 减仓 |
| SBUX | STARBUCKS CORP | $23.54万 | 0.10% | 2,628 | -774 | -22.8% | -$6.93万 | 减仓 |
| OKE | ONEOK INC NEW | $23.59万 | 0.10% | 2,610 | -442 | -14.5% | -$4.00万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $23.62万 | 0.10% | 487 | 487 | — | $23.62万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.86万 | 0.10% | 882 | 882 | — | $23.86万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.15万 | 0.10% | 3,768 | 3,768 | — | $24.15万 | 新建仓 |
| ADSK | AUTODESK INC | $24.15万 | 0.10% | 1,009 | -97 | -8.8% | -$2.32万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $24.20万 | 0.10% | 3,488 | 3,488 | — | $24.20万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.23万 | 0.10% | 6,236 | 6,236 | — | $24.23万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $24.24万 | 0.10% | 756 | -237 | -23.9% | -$7.60万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.31万 | 0.10% | 1,303 | -512 | -28.2% | -$9.55万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $24.39万 | 0.10% | 3,354 | 3,354 | — | $24.39万 | 新建仓 |
| SLB | SLB LIMITED | $24.40万 | 0.10% | 4,747 | -960 | -16.8% | -$4.93万 | 减仓 |
| TER | TERADYNE INC | $24.40万 | 0.10% | 823 | 823 | — | $24.40万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $24.42万 | 0.10% | 14,391 | 519 | 3.7% | $8,807 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $24.68万 | 0.10% | 985 | 985 | — | $24.68万 | 新建仓 |
| VALE | VALE S A | $24.69万 | 0.10% | 15,518 | 15,518 | — | $24.69万 | 新建仓 |
| CSX | CSX CORP | $24.85万 | 0.10% | 6,053 | -1,350 | -18.2% | -$5.54万 | 减仓 |
| ESGD | ISHARES TR | $24.87万 | 0.10% | 2,601 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $24.87万 | 0.10% | 5,354 | 5,354 | — | $24.87万 | 新建仓 |
| ATI | ATI INC | $24.90万 | 0.10% | 1,712 | 1,712 | — | $24.90万 | 新建仓 |
| ING | ING GROEP N.V. | $25.18万 | 0.11% | 9,664 | -888 | -8.4% | -$2.31万 | 减仓 |
| XEL | XCEL ENERGY INC | $25.24万 | 0.11% | 3,177 | -135 | -4.1% | -$1.07万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.40万 | 0.11% | 2,564 | 2,564 | — | $25.40万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $25.42万 | 0.11% | 4,918 | -4 | -0.1% | -$207 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.45万 | 0.11% | 1,223 | -302 | -19.8% | -$6.28万 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $25.47万 | 0.11% | 16,702 | 1,796 | 12.0% | $2.74万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.51万 | 0.11% | 2,771 | -248 | -8.2% | -$2.28万 | 减仓 |