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 |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | $24.96万 | 0.08% | 959 | 959 | — | $24.96万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $24.98万 | 0.08% | 3,405 | 3,405 | — | $24.98万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.12万 | 0.08% | 1,909 | 9 | 0.5% | $1,184 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $25.13万 | 0.08% | 793 | 30 | 3.9% | $9,508 | 加仓 |
| FRHC | FREEDOM HOLDING CORP | $25.36万 | 0.08% | 1,944 | 461 | 31.1% | $6.01万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $25.46万 | 0.08% | 1,263 | 15 | 1.2% | $3,024 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.50万 | 0.08% | 1,139 | -356 | -23.8% | -$7.97万 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $25.51万 | 0.08% | 18,211 | 1,509 | 9.0% | $2.11万 | 加仓 |
| AGX | ARGAN INC | $25.55万 | 0.08% | 320 | 320 | — | $25.55万 | 新建仓 |
| HDB | HDFC BANK LTD | $25.74万 | 0.08% | 9,964 | 9,964 | — | $25.74万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $25.99万 | 0.08% | 9,550 | 9,550 | — | $25.99万 | 新建仓 |
| EBAY | EBAY INC. | $26.03万 | 0.08% | 2,329 | 2,329 | — | $26.03万 | 新建仓 |
| DHI | D R HORTON INC | $26.09万 | 0.08% | 1,602 | -62 | -3.7% | -$1.01万 | 减仓 |
| SAN | BANCO SANTANDER SA | $26.20万 | 0.08% | 18,982 | 2,391 | 14.4% | $3.30万 | 加仓 |
| EOG | EOG RES INC | $26.30万 | 0.09% | 2,027 | 150 | 8.0% | $1.95万 | 加仓 |
| AON | AON PLC | $26.44万 | 0.09% | 797 | 150 | 23.2% | $4.98万 | 加仓 |
| SSL | SASOL LTD | $26.57万 | 0.09% | 27,060 | 11,324 | 72.0% | $11.12万 | 加仓 |
| CME | CME GROUP INC | $26.64万 | 0.09% | 1,206 | -228 | -15.9% | -$5.04万 | 减仓 |
| ESGD | ISHARES TR | $26.74万 | 0.09% | 2,601 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $26.75万 | 0.09% | 3,331 | 154 | 4.8% | $1.24万 | 加仓 |
| MCO | MOODYS CORP | $26.77万 | 0.09% | 591 | 70 | 13.4% | $3.17万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $26.79万 | 0.09% | 8,379 | 62 | 0.7% | $1,982 | 加仓 |
| WM | WASTE MGMT INC DEL | $26.82万 | 0.09% | 1,203 | -61 | -4.8% | -$1.36万 | 减仓 |
| IWP | ISHARES TR | $26.90万 | 0.09% | 1,837 | 13 | 0.7% | $1,903 | 加仓 |
| GRMN | GARMIN LTD | $26.96万 | 0.09% | 1,135 | -79 | -6.5% | -$1.88万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $26.99万 | 0.09% | 12,059 | 1,660 | 16.0% | $3.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.01万 | 0.09% | 6,089 | -147 | -2.4% | -$6,521 | 减仓 |
| TPR | TAPESTRY INC | $27.15万 | 0.09% | 1,855 | -9 | -0.5% | -$1,317 | 减仓 |
| IVW | ISHARES TR | $27.33万 | 0.09% | 1,987 | 1,987 | — | $27.33万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $27.56万 | 0.09% | 4,965 | 53 | 1.1% | $2,941 | 加仓 |
| EFV | ISHARES TR | $27.61万 | 0.09% | 3,607 | -441 | -10.9% | -$3.38万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $27.70万 | 0.09% | 8,763 | 8,763 | — | $27.70万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.73万 | 0.09% | 839 | 92 | 12.3% | $3.04万 | 加仓 |
| E | ENI SPA | $27.76万 | 0.09% | 5,923 | 250 | 4.4% | $1.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $27.96万 | 0.09% | 2,736 | 108 | 4.1% | $1.10万 | 加仓 |
| ATI | ATI INC | $28.03万 | 0.09% | 1,422 | -290 | -16.9% | -$5.72万 | 减仓 |
| AME | AMETEK INC | $28.07万 | 0.09% | 1,160 | 73 | 6.7% | $1.77万 | 加仓 |
| IBN | ICICI BANK LIMITED | $28.12万 | 0.09% | 9,685 | -424 | -4.2% | -$1.23万 | 重新持有 |
| MGC | VANGUARD WORLD FD | $28.24万 | 0.09% | 1,032 | 1,032 | — | $28.24万 | 新建仓 |
| KVUE | KENVUE INC | $28.24万 | 0.09% | 14,778 | -2,276 | -13.3% | -$4.35万 | 减仓 |
| PCAR | PACCAR INC | $28.70万 | 0.09% | 2,389 | -117 | -4.7% | -$1.41万 | 减仓 |
| DRD | DRDGOLD LIMITED | $28.84万 | 0.09% | 13,542 | 2,648 | 24.3% | $5.64万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $28.98万 | 0.09% | 30,248 | 1,787 | 6.3% | $1.71万 | 加仓 |
| IX | ORIX CORP | $29.09万 | 0.09% | 7,646 | 7,646 | — | $29.09万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $29.19万 | 0.09% | 573 | -19 | -3.2% | -$9,680 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $29.48万 | 0.10% | 4,688 | -902 | -16.1% | -$5.67万 | 减仓 |
| PLGO | PELAGOS INS CAP LTD | $29.55万 | 0.10% | 12,137 | 12,137 | — | $29.55万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.77万 | 0.10% | 1,209 | -14 | -1.1% | -$3,448 | 减仓 |
| — | TURBO ENERGY S A | $29.79万 | 0.10% | 189,761 | 78,656 | 70.8% | $12.35万 | 加仓 |
| — | ELECTRONIC ARTS INC | $30.04万 | 0.10% | 1,465 | 148 | 11.2% | $3.03万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $30.13万 | 0.10% | 1,347 | 44 | 3.4% | $9,841 | 加仓 |
| ALMS | ALUMIS INC | $30.31万 | 0.10% | 10,771 | 1,164 | 12.1% | $3.28万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $30.51万 | 0.10% | 15,339 | 948 | 6.6% | $1.89万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $30.54万 | 0.10% | 229 | 51 | 28.7% | $6.80万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $30.62万 | 0.10% | 5,293 | 1,254 | 31.0% | $7.25万 | 加仓 |
| SRE | SEMPRA | $30.64万 | 0.10% | 3,305 | 3,305 | — | $30.64万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $30.66万 | 0.10% | 3,680 | 326 | 9.7% | $2.72万 | 加仓 |
| IOT | SAMSARA INC | $30.68万 | 0.10% | 9,460 | -131 | -1.4% | -$4,248 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $30.76万 | 0.10% | 3,722 | 47 | 1.3% | $3,885 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.84万 | 0.10% | 4,328 | 560 | 14.9% | $3.99万 | 加仓 |
| ING | ING GROEP N.V. | $30.89万 | 0.10% | 9,845 | 181 | 1.9% | $5,680 | 加仓 |
| CSX | CSX CORP | $30.90万 | 0.10% | 6,501 | 448 | 7.4% | $2.13万 | 加仓 |
| IAUX | I-80 GOLD CORP | $30.98万 | 0.10% | 215,166 | 2,428 | 1.1% | $3,496 | 加仓 |
| NOW | SERVICENOW INC | $31.16万 | 0.10% | 3,138 | -233 | -6.9% | -$2.31万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $31.26万 | 0.10% | 10,674 | 776 | 7.8% | $2.27万 | 加仓 |
| CRM | SALESFORCE INC | $31.30万 | 0.10% | 1,998 | -608 | -23.3% | -$9.52万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.33万 | 0.10% | 810 | -142 | -14.9% | -$5.49万 | 重新持有 |
| COR | CENCORA INC | $31.47万 | 0.10% | 1,112 | -64 | -5.4% | -$1.81万 | 减仓 |
| F | FORD MTR CO | $31.56万 | 0.10% | 22,706 | 6,492 | 40.0% | $9.02万 | 加仓 |
| AZN | ASTRAZENECA PLC | $31.58万 | 0.10% | 1,666 | -10 | -0.6% | -$1,896 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $31.77万 | 0.10% | 75,462 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $31.91万 | 0.10% | 2,077 | -438 | -17.4% | -$6.73万 | 减仓 |
| MTB | M & T BK CORP | $32.20万 | 0.10% | 1,353 | 10 | 0.7% | $2,380 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.25万 | 0.10% | 2,434 | 230 | 10.4% | $3.05万 | 加仓 |
| IWB | ISHARES TR | $32.47万 | 0.10% | 793 | -30 | -3.6% | -$1.23万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.74万 | 0.11% | 788 | -62 | -7.3% | -$2.58万 | 减仓 |
| IEFA | ISHARES TR | $32.85万 | 0.11% | 3,401 | 508 | 17.6% | $4.91万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $32.97万 | 0.11% | 890 | 70 | 8.5% | $2.59万 | 加仓 |
| AFL | AFLAC INC | $33.26万 | 0.11% | 2,837 | 149 | 5.5% | $1.75万 | 加仓 |
| FLEX | FLEX LTD | $33.40万 | 0.11% | 2,061 | 2,061 | — | $33.40万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $33.50万 | 0.11% | 957 | -25 | -2.5% | -$8,752 | 减仓 |
| DHR | DANAHER CORP DEL | $33.91万 | 0.11% | 1,780 | -183 | -9.3% | -$3.49万 | 减仓 |
| ROST | ROSS STORES INC | $34.18万 | 0.11% | 1,606 | 140 | 9.5% | $2.98万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $34.29万 | 0.11% | 5,553 | 601 | 12.1% | $3.71万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $34.47万 | 0.11% | 3,019 | 3,019 | — | $34.47万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $34.67万 | 0.11% | 3,765 | 38 | 1.0% | $3,500 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.68万 | 0.11% | 872 | -292 | -25.1% | -$11.61万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.80万 | 0.11% | 6,040 | 2,741 | 83.1% | $15.79万 | 加仓 |
| ABVX | ABIVAX SA | $34.82万 | 0.11% | 2,613 | -83 | -3.1% | -$1.11万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $35.00万 | 0.11% | 2,206 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $35.17万 | 0.11% | 1,416 | -79 | -5.3% | -$1.96万 | 减仓 |
| D | DOMINION ENERGY INC | $35.25万 | 0.11% | 5,162 | 1,623 | 45.9% | $11.08万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $35.46万 | 0.11% | 1,664 | 467 | 39.0% | $9.95万 | 加仓 |
| BAX | BAXTER INTL INC | $35.65万 | 0.12% | 16,723 | 16,723 | — | $35.65万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $35.98万 | 0.12% | 8,500 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $35.99万 | 0.12% | 6,385 | 1,031 | 19.3% | $5.81万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $36.07万 | 0.12% | 1,518 | 48 | 3.3% | $1.14万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $36.37万 | 0.12% | 4,414 | 926 | 26.5% | $7.63万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $37.08万 | 0.12% | 3,162 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $37.17万 | 0.12% | 14,831 | 970 | 7.0% | $2.43万 | 加仓 |