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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $69.11万 | 0.22% | 5,808 | 4 | 0.1% | $476 | 加仓 |
| HSBC | HSBC HLDGS PLC | $69.24万 | 0.22% | 7,282 | 144 | 2.0% | $1.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $69.36万 | 0.22% | 3,891 | -234 | -5.7% | -$4.17万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $70.21万 | 0.23% | 29,776 | 2,681 | 9.9% | $6.32万 | 加仓 |
| T | AT&T INC | $71.01万 | 0.23% | 34,303 | 10,326 | 43.1% | $21.37万 | 加仓 |
| TJX | TJX COS INC NEW | $71.24万 | 0.23% | 4,702 | 232 | 5.2% | $3.52万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $71.47万 | 0.23% | 7,364 | 2,875 | 64.0% | $27.90万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $71.75万 | 0.23% | 2,121 | 297 | 16.3% | $10.05万 | 加仓 |
| NVS | NOVARTIS AG | $73.19万 | 0.24% | 4,670 | 263 | 6.0% | $4.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $74.04万 | 0.24% | 2,484 | 143 | 6.1% | $4.26万 | 加仓 |
| QCOM | QUALCOMM INC | $74.22万 | 0.24% | 4,016 | 209 | 5.5% | $3.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.52万 | 0.24% | 1,793 | 478 | 36.3% | $19.87万 | 加仓 |
| CMF | ISHARES TR | $75.65万 | 0.24% | 13,124 | 2,256 | 20.8% | $13.00万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $76.20万 | 0.25% | 17,217 | 829 | 5.1% | $3.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $76.57万 | 0.25% | 2,245 | 219 | 10.8% | $7.47万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.57万 | 0.25% | 794 | -26 | -3.2% | -$2.51万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $80.32万 | 0.26% | 3,073 | 3,073 | — | $80.32万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $80.44万 | 0.26% | 1,054 | 100 | 10.5% | $7.63万 | 加仓 |
| CB | CHUBB LIMITED | $81.10万 | 0.26% | 2,380 | 351 | 17.3% | $11.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $81.57万 | 0.26% | 2,738 | 174 | 6.8% | $5.18万 | 加仓 |
| ASML | ASML HLDG NV | $82.18万 | 0.27% | 413 | -9 | -2.1% | -$1.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.32万 | 0.27% | 2,927 | -22 | -0.7% | -$6,187 | 减仓 |
| APH | AMPHENOL CORP | $82.49万 | 0.27% | 4,679 | 321 | 7.4% | $5.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $84.52万 | 0.27% | 4,975 | 492 | 11.0% | $8.36万 | 加仓 |
| GLW | CORNING INC | $85.62万 | 0.28% | 3,352 | -305 | -8.3% | -$7.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.91万 | 0.28% | 5,859 | 301 | 5.4% | $4.41万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $86.32万 | 0.28% | 10,826 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $87.78万 | 0.28% | 1,692 | 18 | 1.1% | $9,338 | 加仓 |
| HLN | HALEON PLC | $88.53万 | 0.29% | 94,892 | 33,118 | 53.6% | $30.90万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $89.53万 | 0.29% | 7,674 | -4,959 | -39.3% | -$57.86万 | 减仓 |
| C | CITIGROUP INC | $89.91万 | 0.29% | 6,424 | 1,482 | 30.0% | $20.74万 | 加仓 |
| ETN | EATON CORP PLC | $89.96万 | 0.29% | 2,111 | 201 | 10.5% | $8.57万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $92.85万 | 0.30% | 12,867 | 284 | 2.3% | $2.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $98.91万 | 0.32% | 11,969 | 3,183 | 36.2% | $26.30万 | 加仓 |
| SNDK | SANDISK CORP | $99.82万 | 0.32% | 439 | 19 | 4.5% | $4.32万 | 加仓 |
| MS | MORGAN STANLEY | $100.19万 | 0.32% | 4,793 | 967 | 25.3% | $20.21万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $101.82万 | 0.33% | 5,628 | 714 | 14.5% | $12.92万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $102.37万 | 0.33% | 12,655 | 4,948 | 64.2% | $40.02万 | 加仓 |
| ORCL | ORACLE CORP | $103.94万 | 0.34% | 7,092 | 89 | 1.3% | $1.30万 | 加仓 |
| HD | HOME DEPOT INC | $104.42万 | 0.34% | 2,961 | -141 | -4.5% | -$4.97万 | 减仓 |
| NEM | NEWMONT CORP | $106.89万 | 0.35% | 11,444 | 253 | 2.3% | $2.36万 | 加仓 |
| ADI | ANALOG DEVICES INC | $109.04万 | 0.35% | 2,746 | 81 | 3.0% | $3.22万 | 加仓 |
| MRK | MERCK & CO INC | $110.87万 | 0.36% | 8,628 | 1,968 | 29.5% | $25.29万 | 加仓 |
| GEV | GE VERNOVA INC | $117.69万 | 0.38% | 1,002 | 82 | 8.9% | $9.63万 | 加仓 |
| NFLX | NETFLIX INC. | $121.50万 | 0.39% | 17,016 | -836 | -4.7% | -$5.97万 | 减仓 |
| RTX | RTX CORPORATION | $124.09万 | 0.40% | 6,541 | -31 | -0.5% | -$5,881 | 减仓 |
| QQQ | INVESCO QQQ TR | $124.16万 | 0.40% | 1,686 | 232 | 16.0% | $17.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $124.66万 | 0.40% | 7,520 | 107 | 1.4% | $1.77万 | 加仓 |
| KO | COCA COLA CO | $125.98万 | 0.41% | 15,502 | 1,990 | 14.7% | $16.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $136.15万 | 0.44% | 2,651 | 85 | 3.3% | $4.37万 | 加仓 |
| INTC | INTEL CORP | $136.92万 | 0.44% | 9,806 | 2,824 | 40.4% | $39.43万 | 加仓 |
| IWF | ISHARES TR | $143.19万 | 0.46% | 11,532 | 112 | 1.0% | $1.39万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $144.95万 | 0.47% | 46,369 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $145.73万 | 0.47% | 28,812 | 426 | 1.5% | $2.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $146.18万 | 0.47% | 1,445 | 292 | 25.3% | $29.54万 | 加仓 |
| BAC | BANK OF AMER CORP | $147.55万 | 0.48% | 25,895 | 6,069 | 30.6% | $34.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $148.99万 | 0.48% | 3,120 | 252 | 8.8% | $12.03万 | 加仓 |
| IVV | ISHARES TR | $157.68万 | 0.51% | 2,106 | 62 | 3.0% | $4.64万 | 加仓 |
| GE | GE AEROSPACE | $164.96万 | 0.53% | 4,414 | 174 | 4.1% | $6.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $174.01万 | 0.56% | 2,534 | 320 | 14.5% | $21.97万 | 加仓 |
| VGT | VANGUARD WORLD FD | $184.44万 | 0.60% | 15,431 | 111 | 0.7% | $1.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $184.90万 | 0.60% | 4,997 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $184.96万 | 0.60% | 1,977 | 38 | 2.0% | $3.56万 | 加仓 |
| CAT | CATERPILLAR INC | $192.15万 | 0.62% | 1,804 | 56 | 3.2% | $5.96万 | 加仓 |
| KLAC | KLA CORP | $193.03万 | 0.62% | 6,398 | 568 | 9.7% | $17.14万 | 加仓 |
| CSCO | CISCO SYS INC | $199.08万 | 0.64% | 16,949 | 167 | 1.0% | $1.96万 | 加仓 |
| ABBV | ABBVIE INC | $199.62万 | 0.65% | 7,933 | 330 | 4.3% | $8.30万 | 加仓 |
| WMT | WALMART INC | $202.04万 | 0.65% | 17,839 | 1,219 | 7.3% | $13.81万 | 加仓 |
| V | VISA INC | $205.72万 | 0.67% | 5,996 | 533 | 9.8% | $18.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $206.10万 | 0.67% | 2,851 | 142 | 5.2% | $10.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $234.47万 | 0.76% | 9,232 | 2,897 | 45.7% | $73.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $303.26万 | 0.98% | 6,998 | 308 | 4.6% | $13.35万 | 加仓 |
| — | EXXON MOBIL CORP | $329.85万 | 1.07% | 24,126 | 2,499 | 11.6% | $34.17万 | 加仓 |
| LLY | ELI LILLY & CO | $355.71万 | 1.15% | 2,966 | 134 | 4.7% | $16.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $359.55万 | 1.16% | 4,815 | 1,284 | 36.4% | $95.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $371.35万 | 1.20% | 7,421 | 502 | 7.3% | $25.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $380.53万 | 1.23% | 6,551 | 540 | 9.0% | $31.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $437.66万 | 1.42% | 13,371 | 3,581 | 36.6% | $117.21万 | 加仓 |
| META | META PLATFORMS INC | $451.39万 | 1.46% | 8,013 | -652 | -7.5% | -$36.73万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $489.15万 | 1.58% | 4,238 | -368 | -8.0% | -$42.47万 | 减仓 |
| ITOT | ISHARES TR | $497.08万 | 1.61% | 30,260 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $559.49万 | 1.81% | 13,302 | -462 | -3.4% | -$19.43万 | 减仓 |
| GOOG | ALPHABET INC | $607.62万 | 1.96% | 17,197 | 1,315 | 8.3% | $46.46万 | 加仓 |
| AVGO | BROADCOM INC | $640.64万 | 2.07% | 16,959 | -746 | -4.2% | -$28.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $789.16万 | 2.55% | 21,156 | -18 | -0.1% | -$6,714 | 减仓 |
| AMZN | AMAZON COM INC | $880.39万 | 2.85% | 36,938 | 1,751 | 5.0% | $41.73万 | 加仓 |
| GOOGL | ALPHABET INC | $900.84万 | 2.91% | 25,208 | -1,600 | -6.0% | -$57.18万 | 减仓 |
| AAPL | APPLE INC | $1,707.34万 | 5.52% | 59,004 | 5,101 | 9.5% | $147.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,053.56万 | 6.64% | 102,632 | 11,543 | 12.7% | $230.96万 | 加仓 |