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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $121.74万 | 0.51% | 2,855 | -187 | -6.1% | -$7.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $122.28万 | 0.51% | 6,011 | -1,578 | -20.8% | -$32.10万 | 减仓 |
| CAT | CATERPILLAR INC | $123.87万 | 0.52% | 1,748 | -283 | -13.9% | -$20.05万 | 减仓 |
| RTX | RTX CORPORATION | $126.76万 | 0.53% | 6,572 | -975 | -12.9% | -$18.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $128.22万 | 0.53% | 2,566 | -1,100 | -30.0% | -$54.97万 | 减仓 |
| CSCO | CISCO SYS INC | $130.21万 | 0.54% | 16,782 | -1,676 | -9.1% | -$13.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $132.31万 | 0.55% | 2,214 | 1,086 | 96.3% | $64.90万 | 加仓 |
| IVV | ISHARES TR | $133.49万 | 0.56% | 2,044 | -2,770 | -57.5% | -$180.90万 | 减仓 |
| VGT | VANGUARD WORLD FD | $133.61万 | 0.56% | 1,915 | 135 | 7.6% | $9.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $141.62万 | 0.59% | 28,386 | 1,097 | 4.0% | $5.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $142.95万 | 0.60% | 6,690 | -1,213 | -15.3% | -$25.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $153.37万 | 0.64% | 7,413 | -1,068 | -12.6% | -$22.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $154.86万 | 0.65% | 6,335 | -1,196 | -15.9% | -$29.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $155.61万 | 0.65% | 4,606 | 533 | 13.1% | $18.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $160.30万 | 0.67% | 4,997 | 304 | 6.5% | $9.75万 | 加仓 |
| V | VISA INC | $165.10万 | 0.69% | 5,463 | -1,518 | -21.7% | -$45.88万 | 减仓 |
| ABBV | ABBVIE INC | $165.35万 | 0.69% | 7,603 | -2,324 | -23.4% | -$50.54万 | 减仓 |
| NFLX | NETFLIX INC. | $171.65万 | 0.72% | 17,852 | 754 | 4.4% | $7.25万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $184.80万 | 0.77% | 12,633 | 2,094 | 19.9% | $30.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $193.23万 | 0.81% | 1,939 | -394 | -16.9% | -$39.26万 | 减仓 |
| WMT | WALMART INC | $206.55万 | 0.86% | 16,620 | -4,600 | -21.7% | -$57.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $229.66万 | 0.96% | 3,531 | 382 | 12.1% | $24.85万 | 加仓 |
| LLY | ELI LILLY & CO | $260.50万 | 1.09% | 2,832 | -513 | -15.3% | -$47.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $287.97万 | 1.20% | 9,790 | -2,695 | -21.6% | -$79.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $331.56万 | 1.38% | 6,919 | -1,010 | -12.7% | -$48.40万 | 减仓 |
| — | EXXON MOBIL CORP | $366.93万 | 1.53% | 21,627 | -2,757 | -11.3% | -$46.78万 | 减仓 |
| ITOT | ISHARES TR | $430.99万 | 1.80% | 30,260 | -1,162 | -3.7% | -$16.55万 | 减仓 |
| GOOG | ALPHABET INC | $455.59万 | 1.90% | 15,882 | -5,696 | -26.4% | -$163.40万 | 减仓 |
| META | META PLATFORMS INC | $495.74万 | 2.07% | 8,665 | -1,974 | -18.6% | -$112.94万 | 减仓 |
| TSLA | TESLA INC | $511.68万 | 2.13% | 13,764 | -2,942 | -17.6% | -$109.37万 | 减仓 |
| AVGO | BROADCOM INC | $547.97万 | 2.29% | 17,705 | -5,154 | -22.5% | -$159.52万 | 减仓 |
| AMZN | AMAZON COM INC | $732.84万 | 3.06% | 35,187 | -11,338 | -24.4% | -$236.14万 | 减仓 |
| GOOGL | ALPHABET INC | $770.90万 | 3.22% | 26,808 | -1,955 | -6.8% | -$56.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $783.80万 | 3.27% | 21,174 | -8,138 | -27.8% | -$301.25万 | 减仓 |
| AAPL | APPLE INC | $1,368.00万 | 5.71% | 53,903 | -13,140 | -19.6% | -$333.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,588.58万 | 6.63% | 91,089 | -21,147 | -18.8% | -$368.80万 | 减仓 |