SmartHarvest Portfolios, LLC
SEATTLE WA · SEC CIK 0002066604
$3.09亿2026Q2 申报市值
461持仓数
29.5%前十大占比 · 第一大 6.6%
84 / 28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
NVDA 加仓+$230.96万
AAPL 加仓+$147.60万
JPM 加仓+$117.21万
SPY 加仓+$95.88万
WTW 新建仓+$80.32万
2026Q2 卖出最多 按季末市值估算
PLTR 减仓-$57.86万
GOOGL 减仓-$57.18万
IBKR 清仓-$42.74万
MU 减仓-$42.47万
META 减仓-$36.73万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SBSW | SIBANYE STILLWATER LTD | $15.00万 | 0.05% | 17,667 | 1,303 | 8.0% | $1.11万 | 加仓 |
| ABEV | AMBEV SA | $15.32万 | 0.05% | 48,779 | 16,376 | 50.5% | $5.14万 | 加仓 |
| TALO | TALOS ENERGY INC | $15.59万 | 0.05% | 12,079 | 92 | 0.8% | $1,188 | 加仓 |
| — | THE REAL BROKERAGE INC | $15.70万 | 0.05% | 86,262 | 70,981 | 464.5% | $12.92万 | 加仓 |
| DOLE | DOLE PLC | $15.87万 | 0.05% | 11,564 | -615 | -5.0% | -$8,438 | 减仓 |
| ANL | ADLAI NORTYE LTD | $16.61万 | 0.05% | 14,441 | -1,926 | -11.8% | -$2.21万 | 减仓 |
| QFIN | QFIN HOLDINGS INC | $16.74万 | 0.05% | 10,589 | 10,589 | — | $16.74万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $16.78万 | 0.05% | 16,452 | -71 | -0.4% | -$724 | 减仓 |
| — | ADAGENE INC | $17.51万 | 0.06% | 41,694 | 1,382 | 3.4% | $5,804 | 加仓 |
| — | ECO WAVE POWER GLOBAL AB | $18.50万 | 0.06% | 20,441 | -955 | -4.5% | -$8,643 | 减仓 |
| — | AMTD DIGITAL INC | $18.93万 | 0.06% | 119,043 | 4,302 | 3.7% | $6,840 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $18.95万 | 0.06% | 86,508 | 51,795 | 149.2% | $11.34万 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $20.01万 | 0.06% | 3,115 | 3,115 | — | $20.01万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $20.07万 | 0.06% | 3,778 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.11万 | 0.07% | 923 | 923 | — | $20.11万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.12万 | 0.07% | 829 | -1 | -0.1% | -$243 | 减仓 |
| CNC | CENTENE CORP DEL | $20.26万 | 0.07% | 3,157 | 3,157 | — | $20.26万 | 新建仓 |
| FAST | FASTENAL CO | $20.27万 | 0.07% | 4,220 | 4,220 | — | $20.27万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $20.38万 | 0.07% | 4,090 | 238 | 6.2% | $1.19万 | 加仓 |
| ICSH | ISHARES TR | $20.41万 | 0.07% | 4,035 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.44万 | 0.07% | 703 | -48 | -6.4% | -$1.40万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $20.45万 | 0.07% | 1,903 | 1,903 | — | $20.45万 | 新建仓 |
| SKM | SK TELECOM CO LTD | $20.56万 | 0.07% | 6,393 | 6,393 | — | $20.56万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $20.57万 | 0.07% | 617 | 617 | — | $20.57万 | 新建仓 |
| BX | BLACKSTONE INC | $20.66万 | 0.07% | 1,755 | -70 | -3.8% | -$8,239 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $20.89万 | 0.07% | 2,803 | 33 | 1.2% | $2,459 | 加仓 |
| RDY | DR REDDYS LABS LTD | $20.91万 | 0.07% | 14,428 | -5,801 | -28.7% | -$8.41万 | 减仓 |
| ETR | ENTERGY CORP NEW | $20.98万 | 0.07% | 1,827 | 1,827 | — | $20.98万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.98万 | 0.07% | 457 | -30 | -6.2% | -$1.38万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $21.03万 | 0.07% | 1,948 | -456 | -19.0% | -$4.92万 | 重新持有 |
| BRO | BROWN & BROWN INC | $21.03万 | 0.07% | 3,279 | 3,279 | — | $21.03万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $21.16万 | 0.07% | 1,969 | 1,969 | — | $21.16万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.18万 | 0.07% | 1,205 | 67 | 5.9% | $1.18万 | 加仓 |
| FIX | COMFORT SYS USA INC | $21.21万 | 0.07% | 107 | 107 | — | $21.21万 | 新建仓 |
| RY | ROYAL BK CDA | $21.24万 | 0.07% | 1,026 | -327 | -24.2% | -$6.77万 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $21.25万 | 0.07% | 1,275 | -209 | -14.1% | -$3.48万 | 重新持有 |
| PSO | PEARSON PLC | $21.30万 | 0.07% | 13,403 | 3,167 | 30.9% | $5.03万 | 加仓 |
| SLB | SLB LIMITED | $21.37万 | 0.07% | 4,597 | -150 | -3.2% | -$6,974 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $21.48万 | 0.07% | 5,199 | 1,206 | 30.2% | $4.98万 | 加仓 |
| IDXX | IDEXX LABS INC | $21.58万 | 0.07% | 410 | -22 | -5.1% | -$1.16万 | 重新持有 |
| JBL | JABIL INC | $21.59万 | 0.07% | 560 | 560 | — | $21.59万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.65万 | 0.07% | 1,578 | -291 | -15.6% | -$3.99万 | 重新持有 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.69万 | 0.07% | 1,612 | 0 | 0.0% | — | 重新持有 |
| TEAM | ATLASSIAN CORPORATION | $21.77万 | 0.07% | 2,798 | 2,798 | — | $21.77万 | 新建仓 |
| RIO | RIO TINTO PLC | $21.80万 | 0.07% | 2,296 | 2,296 | — | $21.80万 | 新建仓 |
| BCAX | BICARA THERAPEUTICS INC | $21.81万 | 0.07% | 7,346 | 7,346 | — | $21.81万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.82万 | 0.07% | 8,887 | 8,887 | — | $21.82万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.86万 | 0.07% | 4,387 | 7 | 0.2% | $349 | 加仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $21.90万 | 0.07% | 11,659 | 1,576 | 15.6% | $2.96万 | 加仓 |
| HAL | HALLIBURTON CO | $21.95万 | 0.07% | 6,464 | 6,464 | — | $21.95万 | 新建仓 |
| BP | BP PLC | $21.96万 | 0.07% | 5,942 | 976 | 19.7% | $3.61万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $22.04万 | 0.07% | 784 | 784 | — | $22.04万 | 新建仓 |
| NOK | NOKIA CORP | $22.08万 | 0.07% | 16,628 | 1,696 | 11.4% | $2.25万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $22.27万 | 0.07% | 2,013 | -151 | -7.0% | -$1.67万 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $22.28万 | 0.07% | 7,799 | 7,799 | — | $22.28万 | 新建仓 |
| RLI | RLI CORP | $22.29万 | 0.07% | 3,773 | 3,773 | — | $22.29万 | 新建仓 |
| COHR | COHERENT CORP | $22.37万 | 0.07% | 567 | 567 | — | $22.37万 | 新建仓 |
| CIEN | CIENA CORP | $22.42万 | 0.07% | 457 | -685 | -60.0% | -$33.60万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $22.54万 | 0.07% | 1,812 | -124 | -6.4% | -$1.54万 | 减仓 |
| TGT | TARGET CORP | $22.55万 | 0.07% | 1,727 | 1,727 | — | $22.55万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $22.56万 | 0.07% | 6,328 | 6,328 | — | $22.56万 | 新建仓 |
| DASH | DOORDASH INC | $22.59万 | 0.07% | 1,224 | -233 | -16.0% | -$4.30万 | 重新持有 |
| AMCR | AMCOR PLC | $22.59万 | 0.07% | 5,211 | 5,211 | — | $22.59万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $22.75万 | 0.07% | 723 | -25 | -3.3% | -$7,865 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.78万 | 0.07% | 7,865 | 7,865 | — | $22.78万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $22.81万 | 0.07% | 1,270 | 85 | 7.2% | $1.53万 | 加仓 |
| MMM | 3M CO | $22.85万 | 0.07% | 1,411 | 6 | 0.4% | $972 | 加仓 |
| OKE | ONEOK INC NEW | $22.86万 | 0.07% | 2,629 | 19 | 0.7% | $1,652 | 加仓 |
| NTAP | NETAPP INC | $22.86万 | 0.07% | 1,477 | 1,477 | — | $22.86万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $22.92万 | 0.07% | 666 | -90 | -11.9% | -$3.10万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $22.92万 | 0.07% | 2,286 | 425 | 22.8% | $4.26万 | 重新持有 |
| COCO | VITA COCO CO INC | $22.94万 | 0.07% | 3,468 | 3,468 | — | $22.94万 | 新建仓 |
| LOW | LOWES COS INC | $22.97万 | 0.07% | 1,042 | -258 | -19.8% | -$5.69万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.97万 | 0.07% | 368 | 32 | 9.5% | $2.00万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $23.04万 | 0.07% | 1,065 | -11 | -1.0% | -$2,380 | 减仓 |
| IWS | ISHARES TR | $23.06万 | 0.07% | 1,401 | 1,401 | — | $23.06万 | 新建仓 |
| BCML | BAYCOM CORP | $23.11万 | 0.07% | 7,025 | -436 | -5.8% | -$1.43万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $23.14万 | 0.07% | 15,215 | 15,215 | — | $23.14万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $23.17万 | 0.07% | 4,846 | -709 | -12.8% | -$3.39万 | 减仓 |
| PLD | PROLOGIS INC. | $23.29万 | 0.08% | 1,719 | 44 | 2.6% | $5,961 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.40万 | 0.08% | 1,901 | -557 | -22.7% | -$6.86万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.47万 | 0.08% | 5,500 | 1,255 | 29.6% | $5.36万 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $23.48万 | 0.08% | 6,743 | 6,743 | — | $23.48万 | 新建仓 |
| GWW | WW GRAINGER INC | $23.53万 | 0.08% | 173 | 173 | — | $23.53万 | 新建仓 |
| STT | STATE STR CORP | $23.58万 | 0.08% | 1,390 | 1,390 | — | $23.58万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.59万 | 0.08% | 5,229 | 5,229 | — | $23.59万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $23.59万 | 0.08% | 979 | 979 | — | $23.59万 | 新建仓 |
| DOV | DOVER CORP | $23.66万 | 0.08% | 1,055 | 4 | 0.4% | $897 | 加仓 |
| VALE | VALE S A | $23.81万 | 0.08% | 15,829 | 311 | 2.0% | $4,678 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $24.04万 | 0.08% | 15,672 | 2,308 | 17.3% | $3.54万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.07万 | 0.08% | 890 | -9 | -1.0% | -$2,434 | 减仓 |
| CRH | CRH PLC | $24.14万 | 0.08% | 2,256 | 328 | 17.0% | $3.51万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $24.32万 | 0.08% | 3,471 | -21 | -0.6% | -$1,472 | 重新持有 |
| MDT | MEDTRONIC PLC | $24.34万 | 0.08% | 3,112 | -1,006 | -24.4% | -$7.87万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $24.36万 | 0.08% | 4,008 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $24.41万 | 0.08% | 1,784 | 59 | 3.4% | $8,072 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $24.46万 | 0.08% | 5,037 | 869 | 20.8% | $4.22万 | 加仓 |
| PFE | PFIZER INC | $24.60万 | 0.08% | 10,217 | -1,659 | -14.0% | -$3.99万 | 减仓 |
| EQNR | EQUINOR ASA | $24.65万 | 0.08% | 7,850 | 7,850 | — | $24.65万 | 新建仓 |
| WAB | WABTEC | $24.73万 | 0.08% | 917 | 71 | 8.4% | $1.92万 | 加仓 |