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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $25.58万 | 0.11% | 1,181 | -4 | -0.3% | -$866 | 减仓 |
| USB | US BANCORP | $25.62万 | 0.11% | 4,926 | 894 | 22.2% | $4.65万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $25.75万 | 0.11% | 13,905 | 3,590 | 34.8% | $6.65万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.86万 | 0.11% | 1,900 | -200 | -9.5% | -$2.72万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.92万 | 0.11% | 751 | -78 | -9.4% | -$2.69万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.99万 | 0.11% | 336 | -82 | -19.6% | -$6.34万 | 减仓 |
| RELX | RELX PLC | $26.01万 | 0.11% | 7,846 | 7,846 | — | $26.01万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $26.09万 | 0.11% | 1,248 | 70 | 5.9% | $1.46万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $26.12万 | 0.11% | 552 | -178 | -24.4% | -$8.42万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $26.17万 | 0.11% | 10,399 | 10,399 | — | $26.17万 | 新建仓 |
| IEFA | ISHARES TR | $26.19万 | 0.11% | 2,893 | 2,893 | — | $26.19万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $26.21万 | 0.11% | 1,197 | -146 | -10.9% | -$3.20万 | 减仓 |
| TPR | TAPESTRY INC | $26.30万 | 0.11% | 1,864 | -351 | -15.8% | -$4.95万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $26.49万 | 0.11% | 75,462 | -123 | -0.2% | -$432 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.64万 | 0.11% | 4,245 | -1,282 | -23.2% | -$8.04万 | 减仓 |
| SNDK | SANDISK CORP | $26.68万 | 0.11% | 420 | 420 | — | $26.68万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $26.82万 | 0.11% | 820 | -188 | -18.7% | -$6.15万 | 减仓 |
| — | ELECTRONIC ARTS INC | $26.85万 | 0.11% | 1,317 | -223 | -14.5% | -$4.55万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $27.10万 | 0.11% | 4,168 | 4,168 | — | $27.10万 | 新建仓 |
| EOG | EOG RES INC | $27.14万 | 0.11% | 1,877 | -365 | -16.3% | -$5.28万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $27.72万 | 0.12% | 3,826 | -789 | -17.1% | -$5.72万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $27.73万 | 0.12% | 982 | -202 | -17.1% | -$5.70万 | 减仓 |
| MTB | M & T BK CORP | $27.77万 | 0.12% | 1,343 | -472 | -26.0% | -$9.76万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.89万 | 0.12% | 8,317 | -1,632 | -16.4% | -$5.47万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $28.02万 | 0.12% | 20,229 | -5,837 | -22.4% | -$8.08万 | 减仓 |
| SHEL | SHELL PLC | $28.12万 | 0.12% | 3,024 | -458 | -13.2% | -$4.26万 | 减仓 |
| GRMN | GARMIN LTD | $28.17万 | 0.12% | 1,214 | 141 | 13.1% | $3.27万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.36万 | 0.12% | 8,500 | 8,500 | — | $28.36万 | 新建仓 |
| URI | UNITED RENTALS INC | $28.41万 | 0.12% | 390 | 8 | 2.1% | $5,828 | 加仓 |
| DAL | DELTA AIR LINES INC | $28.49万 | 0.12% | 4,285 | -440 | -9.3% | -$2.93万 | 减仓 |
| PCAR | PACCAR INC | $28.94万 | 0.12% | 2,506 | -594 | -19.2% | -$6.86万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $28.96万 | 0.12% | 4,952 | -562 | -10.2% | -$3.29万 | 减仓 |
| WM | WASTE MGMT INC DEL | $29.06万 | 0.12% | 1,264 | -197 | -13.5% | -$4.53万 | 减仓 |
| IWB | ISHARES TR | $29.34万 | 0.12% | 823 | -56 | -6.4% | -$2.00万 | 减仓 |
| KVUE | KENVUE INC | $29.40万 | 0.12% | 17,054 | 5,578 | 48.6% | $9.62万 | 加仓 |
| AFL | AFLAC INC | $29.49万 | 0.12% | 2,688 | -467 | -14.8% | -$5.12万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $29.63万 | 0.12% | 2,498 | -579 | -18.8% | -$6.87万 | 减仓 |
| — | TURBO ENERGY S A | $29.66万 | 0.12% | 111,105 | 89,364 | 411.0% | $23.86万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.81万 | 0.12% | 2,204 | -292 | -11.7% | -$3.95万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $29.99万 | 0.13% | 4,912 | -1,216 | -19.8% | -$7.42万 | 减仓 |
| ABVX | ABIVAX SA | $30.02万 | 0.13% | 2,696 | 280 | 11.6% | $3.12万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $30.02万 | 0.13% | 13,861 | -1,147 | -7.6% | -$2.48万 | 减仓 |
| EFV | ISHARES TR | $30.10万 | 0.13% | 4,048 | 384 | 10.5% | $2.86万 | 加仓 |
| IOT | SAMSARA INC | $30.39万 | 0.13% | 9,591 | -3,731 | -28.0% | -$11.82万 | 减仓 |
| UL | UNILEVER PLC | $30.41万 | 0.13% | 5,338 | 617 | 13.1% | $3.52万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $30.41万 | 0.13% | 3,675 | 1,134 | 44.6% | $9.38万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $30.41万 | 0.13% | 3,568 | -415 | -10.4% | -$3.54万 | 减仓 |
| LOW | LOWES COS INC | $30.72万 | 0.13% | 1,300 | -665 | -33.8% | -$15.71万 | 减仓 |
| INTC | INTEL CORP | $30.81万 | 0.13% | 6,982 | -213 | -3.0% | -$9,399 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $30.94万 | 0.13% | 283 | -26 | -8.4% | -$2.84万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $31.07万 | 0.13% | 1,470 | -14 | -0.9% | -$2,959 | 减仓 |
| BA | BOEING CO | $31.29万 | 0.13% | 1,572 | -362 | -18.7% | -$7.20万 | 减仓 |
| ROST | ROSS STORES INC | $31.76万 | 0.13% | 1,466 | -51 | -3.4% | -$1.10万 | 减仓 |
| ALL | ALLSTATE CORP | $31.91万 | 0.13% | 1,539 | -291 | -15.9% | -$6.03万 | 减仓 |
| DRD | DRDGOLD LIMITED | $32.00万 | 0.13% | 10,894 | 43 | 0.4% | $1,263 | 加仓 |
| E | ENI SPA | $32.11万 | 0.13% | 5,673 | -676 | -10.6% | -$3.83万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.12万 | 0.13% | 820 | -222 | -21.3% | -$8.70万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $32.27万 | 0.13% | 64,156 | 5,625 | 9.6% | $2.83万 | 加仓 |
| IAUX | I-80 GOLD CORP | $32.34万 | 0.13% | 212,738 | -735 | -0.3% | -$1,117 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $32.34万 | 0.13% | 2,206 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $32.48万 | 0.14% | 2,026 | -685 | -25.3% | -$10.98万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $32.86万 | 0.14% | 5,590 | -1,027 | -15.5% | -$6.04万 | 减仓 |
| AZN | ASTRAZENECA PLC | $33.05万 | 0.14% | 1,676 | 1,676 | — | $33.05万 | 新建仓 |
| PFE | PFIZER INC | $33.35万 | 0.14% | 11,876 | 65 | 0.6% | $1,825 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $33.52万 | 0.14% | 1,149 | -275 | -19.3% | -$8.02万 | 减仓 |
| MO | ALTRIA GROUP INC | $34.02万 | 0.14% | 5,155 | -463 | -8.2% | -$3.06万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $34.41万 | 0.14% | 3,727 | -124 | -3.2% | -$1.14万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $34.46万 | 0.14% | 3,162 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $34.70万 | 0.14% | 905 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $34.73万 | 0.14% | 1,262 | -530 | -29.6% | -$14.58万 | 减仓 |
| SNPS | SYNOPSYS INC | $34.86万 | 0.15% | 879 | 5 | 0.6% | $1,983 | 加仓 |
| NOW | SERVICENOW INC | $35.24万 | 0.15% | 3,371 | -85 | -2.5% | -$8,887 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $35.52万 | 0.15% | 1,035 | -536 | -34.1% | -$18.40万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.58万 | 0.15% | 1,315 | -1,539 | -53.9% | -$41.64万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $35.67万 | 0.15% | 9,898 | 529 | 5.6% | $1.91万 | 加仓 |
| MDT | MEDTRONIC PLC | $35.68万 | 0.15% | 4,118 | -251 | -5.7% | -$2.17万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.71万 | 0.15% | 2,727 | -727 | -21.0% | -$9.52万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.78万 | 0.15% | 592 | -201 | -25.3% | -$12.15万 | 减仓 |
| CMI | CUMMINS INC | $35.83万 | 0.15% | 666 | -209 | -23.9% | -$11.24万 | 减仓 |
| — | HONEYWELL INTL INC | $35.85万 | 0.15% | 1,586 | -491 | -23.6% | -$11.10万 | 减仓 |
| SN | SHARKNINJA INC | $36.40万 | 0.15% | 3,437 | 626 | 22.3% | $6.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $36.52万 | 0.15% | 836 | -16 | -1.9% | -$6,989 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.89万 | 0.15% | 850 | -69 | -7.5% | -$2.99万 | 减仓 |
| COR | CENCORA INC | $36.94万 | 0.15% | 1,176 | -171 | -12.7% | -$5.37万 | 减仓 |
| ACWI | ISHARES TR | $36.95万 | 0.15% | 2,670 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $37.21万 | 0.16% | 1,963 | -572 | -22.6% | -$10.84万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.25万 | 0.16% | 954 | -2 | -0.2% | -$781 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.24万 | 0.16% | 1,376 | -110 | -7.4% | -$3.06万 | 减仓 |
| UNP | UNION PAC CORP | $38.28万 | 0.16% | 1,578 | -533 | -25.2% | -$12.93万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $38.40万 | 0.16% | 1,936 | -1,093 | -36.1% | -$21.68万 | 减仓 |
| GM | GENERAL MTRS CO | $38.49万 | 0.16% | 5,167 | -914 | -15.0% | -$6.81万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $38.65万 | 0.16% | 1,677 | -375 | -18.3% | -$8.64万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.66万 | 0.16% | 2,458 | -114 | -4.4% | -$1.79万 | 减仓 |
| INTU | INTUIT | $38.66万 | 0.16% | 894 | -337 | -27.4% | -$14.57万 | 减仓 |
| EQIX | EQUINIX INC | $38.84万 | 0.16% | 396 | 46 | 13.1% | $4.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $38.95万 | 0.16% | 7,889 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $38.96万 | 0.16% | 4,036 | -735 | -15.4% | -$7.09万 | 减仓 |
| PGR | PROGRESSIVE CORP | $39.14万 | 0.16% | 1,974 | -491 | -19.9% | -$9.74万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.56万 | 0.17% | 886 | -256 | -22.4% | -$11.43万 | 减仓 |
| EMR | EMERSON ELEC CO | $40.39万 | 0.17% | 3,083 | -385 | -11.1% | -$5.04万 | 减仓 |