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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $37.23万 | 0.12% | 1,369 | 1,369 | — | $37.23万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $37.48万 | 0.12% | 3,899 | 73 | 1.9% | $7,017 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.60万 | 0.12% | 4,101 | 533 | 14.9% | $4.89万 | 加仓 |
| PSX | PHILLIPS 66 | $38.05万 | 0.12% | 2,251 | -39 | -1.7% | -$6,593 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.38万 | 0.12% | 766 | -74 | -8.8% | -$3.71万 | 减仓 |
| BA | BOEING CO | $38.52万 | 0.12% | 1,779 | 207 | 13.2% | $4.48万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $39.17万 | 0.13% | 67,195 | 3,039 | 4.7% | $1.77万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $39.36万 | 0.13% | 1,175 | 190 | 19.3% | $6.36万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $39.79万 | 0.13% | 1,253 | -9 | -0.7% | -$2,858 | 减仓 |
| PEP | PEPSICO INC | $39.91万 | 0.13% | 2,947 | 184 | 6.7% | $2.49万 | 加仓 |
| SPGI | S&P GLOBAL INC | $39.99万 | 0.13% | 982 | -22 | -2.2% | -$8,959 | 减仓 |
| ALL | ALLSTATE CORP | $39.99万 | 0.13% | 1,681 | 142 | 9.2% | $3.38万 | 加仓 |
| FDX | FEDEX CORP | $40.02万 | 0.13% | 1,278 | 81 | 6.8% | $2.54万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $40.50万 | 0.13% | 2,978 | 207 | 7.5% | $2.81万 | 加仓 |
| SEZL | SEZZLE INC | $40.52万 | 0.13% | 2,361 | 2,361 | — | $40.52万 | 新建仓 |
| CI | THE CIGNA GROUP | $40.63万 | 0.13% | 1,474 | 625 | 73.6% | $17.23万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $40.92万 | 0.13% | 25,526 | 11,621 | 83.6% | $18.63万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $41.20万 | 0.13% | 4,465 | -359 | -7.4% | -$3.31万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $41.32万 | 0.13% | 299 | 16 | 5.7% | $2.21万 | 加仓 |
| SO | SOUTHERN CO | $41.38万 | 0.13% | 4,324 | 288 | 7.1% | $2.76万 | 加仓 |
| USB | US BANCORP | $41.57万 | 0.13% | 6,882 | 1,956 | 39.7% | $11.81万 | 加仓 |
| TMUS | T-MOBILE US INC | $41.73万 | 0.13% | 2,488 | 85 | 3.5% | $1.43万 | 加仓 |
| ACWI | ISHARES TR | $41.92万 | 0.14% | 2,670 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $42.18万 | 0.14% | 10,512 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $42.19万 | 0.14% | 872 | 49 | 6.0% | $2.37万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $42.29万 | 0.14% | 7,889 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $42.35万 | 0.14% | 406 | 10 | 2.5% | $1.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.49万 | 0.14% | 1,997 | 1,997 | — | $42.49万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $42.71万 | 0.14% | 4,560 | 275 | 6.4% | $2.58万 | 加仓 |
| INTU | INTUIT | $42.91万 | 0.14% | 1,644 | 750 | 83.9% | $19.58万 | 加仓 |
| MO | ALTRIA GROUP INC | $42.95万 | 0.14% | 5,970 | 815 | 15.8% | $5.86万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $43.21万 | 0.14% | 5,016 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $43.26万 | 0.14% | 15,730 | 15,730 | — | $43.26万 | 新建仓 |
| HUT | HUT 8 CORP | $43.27万 | 0.14% | 3,748 | 3,748 | — | $43.27万 | 新建仓 |
| EMR | EMERSON ELEC CO | $43.27万 | 0.14% | 3,023 | -60 | -1.9% | -$8,589 | 减仓 |
| CMI | CUMMINS INC | $43.86万 | 0.14% | 615 | -51 | -7.7% | -$3.64万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $43.96万 | 0.14% | 1,915 | 734 | 62.2% | $16.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $44.41万 | 0.14% | 1,345 | 196 | 17.1% | $6.47万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $44.48万 | 0.14% | 8,767 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $44.49万 | 0.14% | 1,413 | 118 | 9.1% | $3.72万 | 加仓 |
| SNPS | SYNOPSYS INC | $44.51万 | 0.14% | 998 | 119 | 13.5% | $5.31万 | 加仓 |
| CVS | CVS HEALTH CORP | $45.68万 | 0.15% | 4,416 | 1,390 | 45.9% | $14.38万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $45.86万 | 0.15% | 1,295 | 260 | 25.1% | $9.21万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.25万 | 0.15% | 2,947 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $46.86万 | 0.15% | 1,723 | 145 | 9.2% | $3.94万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $46.91万 | 0.15% | 2,338 | -32 | -1.4% | -$6,420 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $47.08万 | 0.15% | 16,376 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $47.15万 | 0.15% | 482 | -23 | -4.6% | -$2.25万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $47.24万 | 0.15% | 1,757 | 80 | 4.8% | $2.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $47.35万 | 0.15% | 5,395 | -151 | -2.7% | -$1.33万 | 减仓 |
| WMB | WILLIAMS COS INC | $47.51万 | 0.15% | 6,390 | 420 | 7.0% | $3.12万 | 加仓 |
| MCD | MCDONALDS CORP | $47.66万 | 0.15% | 1,763 | -315 | -15.2% | -$8.51万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $47.95万 | 0.16% | 3,316 | 818 | 32.7% | $11.83万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $47.96万 | 0.16% | 10,629 | 10,629 | — | $47.96万 | 新建仓 |
| URI | UNITED RENTALS INC | $48.02万 | 0.16% | 424 | 34 | 8.7% | $3.85万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $48.07万 | 0.16% | 3,290 | 563 | 20.6% | $8.23万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.12万 | 0.16% | 945 | -43 | -4.4% | -$2.19万 | 减仓 |
| IAU | ISHARES GOLD TR | $48.97万 | 0.16% | 6,485 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $49.57万 | 0.16% | 3,916 | 261 | 7.1% | $3.30万 | 加仓 |
| VLO | VALERO ENERGY CORP | $49.72万 | 0.16% | 1,909 | 124 | 6.9% | $3.23万 | 加仓 |
| WELL | WELLTOWER INC | $49.78万 | 0.16% | 2,193 | 117 | 5.6% | $2.66万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $50.52万 | 0.16% | 1,017 | 131 | 14.8% | $6.51万 | 加仓 |
| UL | UNILEVER PLC | $51.04万 | 0.17% | 8,489 | 3,151 | 59.0% | $18.94万 | 加仓 |
| GM | GENERAL MTRS CO | $51.91万 | 0.17% | 6,735 | 1,568 | 30.3% | $12.09万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $52.51万 | 0.17% | 1,399 | 23 | 1.7% | $8,633 | 加仓 |
| BLK | BLACKROCK INC | $52.52万 | 0.17% | 546 | 23 | 4.4% | $2.21万 | 加仓 |
| TTE | TOTALENERGIES SE | $52.67万 | 0.17% | 6,773 | 292 | 4.5% | $2.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $53.22万 | 0.17% | 2,081 | -50 | -2.3% | -$1.28万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $53.28万 | 0.17% | 9,928 | 872 | 9.6% | $4.68万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $53.77万 | 0.17% | 1,246 | 1,246 | — | $53.77万 | 新建仓 |
| DIS | DISNEY WALT CO | $53.97万 | 0.17% | 5,607 | 294 | 5.5% | $2.83万 | 加仓 |
| MCK | MCKESSON CORP | $54.40万 | 0.18% | 720 | 36 | 5.3% | $2.72万 | 加仓 |
| SN | SHARKNINJA INC | $54.74万 | 0.18% | 3,595 | 158 | 4.6% | $2.41万 | 加仓 |
| VFH | VANGUARD WORLD FD | $54.92万 | 0.18% | 4,173 | -3 | -0.1% | -$395 | 减仓 |
| ARM | ARM HOLDINGS PLC | $54.99万 | 0.18% | 1,551 | 132 | 9.3% | $4.68万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $55.55万 | 0.18% | 4,397 | 629 | 16.7% | $7.95万 | 加仓 |
| SHEL | SHELL PLC | $56.72万 | 0.18% | 7,315 | 4,291 | 141.9% | $33.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.27万 | 0.19% | 13,761 | 5,311 | 62.9% | $22.49万 | 加仓 |
| SMH | VANECK ETF TRUST | $59.36万 | 0.19% | 905 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $59.53万 | 0.19% | 3,286 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $59.59万 | 0.19% | 31,168 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $60.55万 | 0.20% | 1,223 | 67 | 5.8% | $3.32万 | 加仓 |
| KR | KROGER CO | $61.01万 | 0.20% | 10,987 | 7,641 | 228.4% | $42.43万 | 重新持有 |
| SUSL | ISHARES TR | $61.80万 | 0.20% | 4,655 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $62.02万 | 0.20% | 14,562 | -20 | -0.1% | -$852 | 减仓 |
| APP | APPLOVIN CORP | $62.74万 | 0.20% | 1,218 | 42 | 3.6% | $2.16万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.92万 | 0.20% | 1,281 | 254 | 24.7% | $12.48万 | 加仓 |
| COP | CONOCOPHILLIPS | $63.94万 | 0.21% | 6,150 | 291 | 5.0% | $3.03万 | 加仓 |
| SSRM | SSR MINING IN | $64.00万 | 0.21% | 22,631 | 545 | 2.5% | $1.54万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $64.79万 | 0.21% | 7,140 | 40 | 0.6% | $3,630 | 加仓 |
| DE | DEERE & CO | $65.71万 | 0.21% | 1,036 | 7 | 0.7% | $4,440 | 加仓 |
| CACI | CACI INTL INC | $66.15万 | 0.21% | 1,428 | -3 | -0.2% | -$1,390 | 减仓 |
| VIS | VANGUARD WORLD FD | $66.27万 | 0.21% | 1,839 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $66.37万 | 0.21% | 1,039 | 157 | 17.8% | $10.03万 | 加仓 |
| PGR | PROGRESSIVE CORP | $66.48万 | 0.21% | 3,043 | 1,069 | 54.2% | $23.36万 | 加仓 |
| IWD | ISHARES TR | $66.98万 | 0.22% | 2,763 | 55 | 2.0% | $1.33万 | 加仓 |
| OEF | ISHARES TR | $67.06万 | 0.22% | 1,833 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $67.12万 | 0.22% | 4,359 | 172 | 4.1% | $2.65万 | 加仓 |
| AMGN | AMGEN INC | $67.90万 | 0.22% | 1,875 | 93 | 5.2% | $3.37万 | 加仓 |
| PWR | QUANTA SVCS INC | $68.77万 | 0.22% | 955 | 29 | 3.1% | $2.09万 | 加仓 |