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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $40.76万 | 0.17% | 2,947 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $40.86万 | 0.17% | 10,826 | 3 | 0.0% | $113 | 加仓 |
| WELL | WELLTOWER INC | $41.05万 | 0.17% | 2,076 | -396 | -16.0% | -$7.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.31万 | 0.17% | 840 | -367 | -30.4% | -$18.05万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $41.46万 | 0.17% | 10,512 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $41.49万 | 0.17% | 1,156 | -92 | -7.4% | -$3.30万 | 减仓 |
| PSX | PHILLIPS 66 | $41.72万 | 0.17% | 2,290 | -441 | -16.1% | -$8.03万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.75万 | 0.17% | 1,495 | -276 | -15.6% | -$7.71万 | 减仓 |
| CME | CME GROUP INC | $42.35万 | 0.18% | 1,434 | -233 | -14.0% | -$6.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.42万 | 0.18% | 8,450 | -1,991 | -19.1% | -$9.99万 | 减仓 |
| SYK | STRYKER CORPORATION | $42.56万 | 0.18% | 1,295 | -250 | -16.2% | -$8.22万 | 减仓 |
| FDX | FEDEX CORP | $42.63万 | 0.18% | 1,197 | -182 | -13.2% | -$6.48万 | 减仓 |
| SPGI | S&P GLOBAL INC | $42.71万 | 0.18% | 1,004 | -418 | -29.4% | -$17.78万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $42.74万 | 0.18% | 6,373 | 97 | 1.5% | $6,506 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.80万 | 0.18% | 1,027 | -106 | -9.4% | -$4.42万 | 减仓 |
| PEP | PEPSICO INC | $42.91万 | 0.18% | 2,763 | -1,003 | -26.6% | -$15.58万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $43.09万 | 0.18% | 4,489 | 409 | 10.0% | $3.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $43.24万 | 0.18% | 2,370 | -611 | -20.5% | -$11.15万 | 减仓 |
| WMB | WILLIAMS COS INC | $43.45万 | 0.18% | 5,970 | -1,964 | -24.8% | -$14.29万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $43.65万 | 0.18% | 9,056 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $44.11万 | 0.18% | 1,785 | -395 | -18.1% | -$9.76万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $44.32万 | 0.18% | 8,767 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $44.34万 | 0.18% | 1,142 | 20 | 1.8% | $7,765 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $44.76万 | 0.19% | 16,376 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $45.21万 | 0.19% | 505 | -80 | -13.7% | -$7.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $45.34万 | 0.19% | 4,824 | -1,620 | -25.1% | -$15.22万 | 减仓 |
| TXN | TEXAS INSTRS INC | $45.45万 | 0.19% | 2,341 | -469 | -16.7% | -$9.10万 | 减仓 |
| APP | APPLOVIN CORP | $46.80万 | 0.20% | 1,176 | -43 | -3.5% | -$1.71万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $47.85万 | 0.20% | 3,655 | -715 | -16.4% | -$9.36万 | 减仓 |
| CRM | SALESFORCE INC | $48.65万 | 0.20% | 2,606 | -631 | -19.5% | -$11.78万 | 减仓 |
| QCOM | QUALCOMM INC | $49.03万 | 0.20% | 3,807 | -1,168 | -23.5% | -$15.04万 | 减仓 |
| GLW | CORNING INC | $49.72万 | 0.21% | 3,657 | -704 | -16.1% | -$9.57万 | 减仓 |
| BLK | BLACKROCK INC | $50.31万 | 0.21% | 523 | -153 | -22.6% | -$14.72万 | 减仓 |
| VFH | VANGUARD WORLD FD | $50.45万 | 0.21% | 4,176 | 1,120 | 36.6% | $13.53万 | 加仓 |
| TMUS | T-MOBILE US INC | $50.46万 | 0.21% | 2,403 | 118 | 5.2% | $2.48万 | 加仓 |
| PWR | QUANTA SVCS INC | $50.84万 | 0.21% | 926 | -186 | -16.7% | -$10.21万 | 减仓 |
| DIS | DISNEY WALT CO | $51.21万 | 0.21% | 5,313 | -848 | -13.8% | -$8.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $51.51万 | 0.21% | 5,546 | -1,505 | -21.3% | -$13.98万 | 减仓 |
| MPC | MARATHON PETE CORP | $52.04万 | 0.22% | 2,131 | -594 | -21.8% | -$14.50万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $52.52万 | 0.22% | 3,768 | -822 | -17.9% | -$11.46万 | 减仓 |
| SUSL | ISHARES TR | $52.88万 | 0.22% | 4,655 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $53.51万 | 0.22% | 27,095 | -915 | -3.3% | -$1.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $53.66万 | 0.22% | 1,164 | -263 | -18.4% | -$12.12万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $55.04万 | 0.23% | 4,483 | -541 | -10.8% | -$6.64万 | 减仓 |
| APH | AMPHENOL CORP | $55.06万 | 0.23% | 4,358 | -1,280 | -22.7% | -$16.17万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $55.18万 | 0.23% | 1,824 | -571 | -23.8% | -$17.27万 | 减仓 |
| ASML | ASML HLDG NV | $55.74万 | 0.23% | 422 | 26 | 6.6% | $3.43万 | 加仓 |
| C | CITIGROUP INC | $56.05万 | 0.23% | 4,942 | -797 | -13.9% | -$9.04万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $56.82万 | 0.24% | 5,804 | 96 | 1.7% | $9,399 | 加仓 |
| IAU | ISHARES GOLD TR | $57.17万 | 0.24% | 6,485 | 129 | 2.0% | $1.14万 | 加仓 |
| VIS | VANGUARD WORLD FD | $57.42万 | 0.24% | 1,839 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $57.86万 | 0.24% | 2,708 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $57.96万 | 0.24% | 1,029 | -135 | -11.6% | -$7.60万 | 减仓 |
| OEF | ISHARES TR | $58.30万 | 0.24% | 1,833 | 341 | 22.9% | $10.85万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $58.88万 | 0.25% | 7,138 | -158 | -2.2% | -$1.30万 | 减仓 |
| TTE | TOTALENERGIES SE | $58.96万 | 0.25% | 6,481 | 1,015 | 18.6% | $9.23万 | 加仓 |
| BN | BROOKFIELD CORP | $59.01万 | 0.25% | 14,582 | 4 | 0.0% | $162 | 加仓 |
| MCK | MCKESSON CORP | $59.19万 | 0.25% | 684 | -111 | -14.0% | -$9.61万 | 减仓 |
| ET | ENERGY TRANSFER L P | $60.15万 | 0.25% | 31,168 | 835 | 2.8% | $1.61万 | 加仓 |
| CMF | ISHARES TR | $61.80万 | 0.26% | 10,868 | 1,072 | 10.9% | $6.10万 | 加仓 |
| HLN | HALEON PLC | $61.84万 | 0.26% | 61,774 | 5,954 | 10.7% | $5.96万 | 加仓 |
| AMGN | AMGEN INC | $62.70万 | 0.26% | 1,782 | -370 | -17.2% | -$13.02万 | 减仓 |
| MS | MORGAN STANLEY | $62.97万 | 0.26% | 3,826 | -1,076 | -22.0% | -$17.71万 | 减仓 |
| MCD | MCDONALDS CORP | $64.57万 | 0.27% | 2,078 | -601 | -22.4% | -$18.67万 | 减仓 |
| SSRM | SSR MINING IN | $64.88万 | 0.27% | 22,086 | -811 | -3.5% | -$2.38万 | 减仓 |
| CB | CHUBB LTD SWITZ | $66.13万 | 0.28% | 2,029 | -189 | -8.5% | -$6.16万 | 减仓 |
| BLTE | BELITE BIO INC | $66.76万 | 0.28% | 4,187 | 3 | 0.1% | $478 | 加仓 |
| NVS | NOVARTIS AG | $67.32万 | 0.28% | 4,407 | 1,565 | 55.1% | $23.91万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $67.41万 | 0.28% | 988 | -114 | -10.3% | -$7.78万 | 减仓 |
| ETN | EATON CORP PLC | $68.33万 | 0.29% | 1,910 | -305 | -13.8% | -$10.91万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $69.22万 | 0.29% | 16,388 | 1,440 | 9.6% | $6.08万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $69.47万 | 0.29% | 165 | -11 | -6.2% | -$4.63万 | 减仓 |
| T | AT&T INC | $69.51万 | 0.29% | 23,977 | -7,341 | -23.4% | -$21.28万 | 减仓 |
| WFC | WELLS FARGO & CO | $69.94万 | 0.29% | 8,786 | -2,091 | -19.2% | -$16.65万 | 减仓 |
| TJX | TJX COS INC NEW | $71.39万 | 0.30% | 4,470 | -667 | -13.0% | -$10.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.47万 | 0.30% | 2,949 | -846 | -22.3% | -$20.50万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $71.87万 | 0.30% | 3,286 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $72.90万 | 0.30% | 7,100 | -1,563 | -18.0% | -$16.05万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $75.04万 | 0.31% | 7,707 | -65 | -0.8% | -$6,329 | 减仓 |
| COP | CONOCOPHILLIPS | $77.34万 | 0.32% | 5,859 | -1,004 | -14.6% | -$13.25万 | 减仓 |
| CACI | CACI INTL INC | $77.83万 | 0.32% | 1,431 | -573 | -28.6% | -$31.16万 | 减仓 |
| MRK | MERCK & CO INC | $80.11万 | 0.33% | 6,660 | -1,331 | -16.7% | -$16.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $80.27万 | 0.33% | 5,558 | -1,667 | -23.1% | -$24.08万 | 减仓 |
| GEV | GE VERNOVA INC | $80.31万 | 0.34% | 920 | -214 | -18.9% | -$18.68万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $81.25万 | 0.34% | 4,914 | -974 | -16.5% | -$16.10万 | 减仓 |
| LIN | LINDE PLC | $83.01万 | 0.35% | 1,674 | -261 | -13.5% | -$12.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $83.93万 | 0.35% | 1,454 | 60 | 4.3% | $3.46万 | 加仓 |
| ADI | ANALOG DEVICES INC | $84.77万 | 0.35% | 2,665 | -342 | -11.4% | -$10.88万 | 减仓 |
| KLAC | KLA CORP | $85.84万 | 0.36% | 583 | -121 | -17.2% | -$17.82万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $90.51万 | 0.38% | 12,583 | -1,525 | -10.8% | -$10.97万 | 减仓 |
| AMAT | APPLIED MATLS INC | $92.60万 | 0.39% | 2,709 | -552 | -16.9% | -$18.87万 | 减仓 |
| BAC | BANK AMERICA CORP | $96.65万 | 0.40% | 19,826 | -4,875 | -19.7% | -$23.77万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.93万 | 0.40% | 2,868 | -517 | -15.3% | -$17.47万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $97.00万 | 0.40% | 46,369 | 246 | 0.5% | $5,146 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.55万 | 0.41% | 1,153 | -356 | -23.6% | -$30.12万 | 减仓 |
| HD | HOME DEPOT INC | $102.03万 | 0.43% | 3,102 | -939 | -23.2% | -$30.89万 | 减仓 |
| KO | COCA COLA CO | $102.76万 | 0.43% | 13,512 | -2,655 | -16.4% | -$20.19万 | 减仓 |
| ORCL | ORACLE CORP | $103.02万 | 0.43% | 7,003 | -1,534 | -18.0% | -$22.57万 | 减仓 |
| GE | GE AEROSPACE | $120.32万 | 0.50% | 4,240 | -503 | -10.6% | -$14.27万 | 减仓 |
| NEM | NEWMONT CORP | $121.14万 | 0.51% | 11,191 | -562 | -4.8% | -$6.08万 | 减仓 |