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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -6,373 | -100.0% | -$42.74万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,586 | -100.0% | -$35.85万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -552 | -100.0% | -$26.12万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -7,846 | -100.0% | -$26.01万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -4,918 | -100.0% | -$25.42万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,009 | -100.0% | -$24.15万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,321 | -100.0% | -$22.62万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -927 | -100.0% | -$22.53万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -4,868 | -100.0% | -$22.10万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -63 | -100.0% | -$21.28万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -1,200 | -100.0% | -$20.65万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -5,069 | -100.0% | -$20.42万 | 清仓 |
| PRCH | PORCH GROUP INC | $0 | 0.00% | 0 | -15,006 | -100.0% | -$10.76万 | 清仓 |
| — | NOVONIX LIMITED | $0 | 0.00% | 0 | -144,801 | -100.0% | -$9.99万 | 清仓 |
| — | ENDAVA PLC | $0 | 0.00% | 0 | -19,059 | -100.0% | -$8.42万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -35,061 | -100.0% | -$7.43万 | 清仓 |
| — | MOLECULAR PARTNERS AG | $0 | 0.00% | 0 | -15,543 | -100.0% | -$6.17万 | 清仓 |
| — | EASON TECHNOLOGY LIMITED | $0 | 0.00% | 0 | -59,924 | -100.0% | -$4.90万 | 清仓 |
| — | JIAYIN GROUP INC | $0 | 0.00% | 0 | -11,068 | -100.0% | -$4.64万 | 清仓 |
| — | COSAN S A | $0 | 0.00% | 0 | -11,075 | -100.0% | -$4.56万 | 清仓 |
| — | EVOTEC AG | $0 | 0.00% | 0 | -17,748 | -100.0% | -$4.44万 | 清仓 |
| — | XTL BIOPHARMACEUTICALS LTD | $0 | 0.00% | 0 | -13,351 | -100.0% | -$3.22万 | 清仓 |
| TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | -10,428 | -100.0% | -$3.03万 | 清仓 |
| — | GAOTU TECHEDU INC | $0 | 0.00% | 0 | -14,947 | -100.0% | -$2.93万 | 清仓 |
| — | LION GROUP HOLDING LTD | $0 | 0.00% | 0 | -32,448 | -100.0% | -$2.86万 | 清仓 |
| — | CHEMOMAB THERAPEUTICS LTD | $0 | 0.00% | 0 | -14,566 | -100.0% | -$2.29万 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $0 | 0.00% | 0 | -49,512 | -100.0% | -$1.63万 | 清仓 |
| — | XIAO-I CORP | $0 | 0.00% | 0 | -122,229 | -100.0% | -$1.44万 | 清仓 |
| — | CLASS WORKSHOP GROUP LTD | $4,530 | 0.00% | 16,177 | -30,573 | -65.4% | -$8,561 | 减仓 |
| — | STEAKHOLDER FOODS LTD | $6,340 | 0.00% | 11,505 | -42,116 | -78.5% | -$2.32万 | 减仓 |
| — | SES AI CORPORATION | $1.02万 | 0.00% | 10,604 | -185 | -1.7% | -$178 | 减仓 |
| — | XCHG LTD | $1.15万 | 0.00% | 14,502 | 14,502 | — | $1.15万 | 新建仓 |
| — | TEADS HLDG CO | $1.26万 | 0.00% | 16,417 | 5,567 | 51.3% | $4,269 | 加仓 |
| — | YOULIFE GROUP INC | $1.30万 | 0.00% | 23,175 | 23,175 | — | $1.30万 | 新建仓 |
| — | INTCHAINS GROUP LTD | $1.43万 | 0.00% | 22,730 | -29,572 | -56.5% | -$1.86万 | 减仓 |
| REI | RING ENERGY INC | $1.55万 | 0.01% | 14,369 | -395 | -2.7% | -$427 | 减仓 |
| — | HUIZE HLDG LTD | $1.64万 | 0.01% | 14,770 | 2,777 | 23.2% | $3,083 | 重新持有 |
| — | J & FRIENDS HOLDINGS LTD | $1.64万 | 0.01% | 15,349 | -2,249 | -12.8% | -$2,406 | 减仓 |
| — | VIOMI TECHNOLOGY CO LTD | $2.01万 | 0.01% | 25,726 | 25,726 | — | $2.01万 | 新建仓 |
| — | YIREN DIGITAL LTD | $2.05万 | 0.01% | 24,521 | 24,521 | — | $2.05万 | 新建仓 |
| — | LEAD REAL ESTATE CO LTD | $2.41万 | 0.01% | 18,250 | -16,091 | -46.9% | -$2.12万 | 减仓 |
| — | NIU TECHNOLOGIES | $2.49万 | 0.01% | 12,389 | -138 | -1.1% | -$277 | 减仓 |
| — | SAVERONE 2014 LTD | $2.65万 | 0.01% | 10,033 | -1,213 | -10.8% | -$3,202 | 减仓 |
| — | PLANET IMAGE INTL LTD | $2.71万 | 0.01% | 25,582 | -5,142 | -16.7% | -$5,451 | 减仓 |
| SID | COMPANHIA SIDERURGICA NACION | $2.88万 | 0.01% | 31,517 | -1,699 | -5.1% | -$1,555 | 减仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $3.07万 | 0.01% | 12,897 | 0 | 0.0% | — | 不变 |
| RLX | RLX TECHNOLOGY INC | $3.14万 | 0.01% | 16,531 | 4,208 | 34.1% | $7,995 | 加仓 |
| OCGN | OCUGEN INC | $3.47万 | 0.01% | 22,653 | 0 | 0.0% | — | 不变 |
| — | WATERDROP INC | $3.63万 | 0.01% | 32,086 | -15,637 | -32.8% | -$1.77万 | 减仓 |
| — | YATSEN HLDG LTD | $3.72万 | 0.01% | 11,722 | 11,722 | — | $3.72万 | 新建仓 |
| — | LUFAX HOLDING LTD | $3.77万 | 0.01% | 28,569 | 28,569 | — | $3.77万 | 新建仓 |
| — | HIGH TEMPLAR TECHNOLOGY LTD | $3.93万 | 0.01% | 15,342 | 15,342 | — | $3.93万 | 新建仓 |
| — | LEXINFINTECH HLDGS LTD | $4.01万 | 0.01% | 20,345 | 20,345 | — | $4.01万 | 新建仓 |
| — | BANCO BRADESCO S A | $4.07万 | 0.01% | 13,568 | -2,803 | -17.1% | -$8,409 | 减仓 |
| — | EVAXION AS | $4.17万 | 0.01% | 13,460 | -348 | -2.5% | -$1,079 | 减仓 |
| — | LEIFRAS CO LTD | $4.18万 | 0.01% | 16,381 | 16,381 | — | $4.18万 | 新建仓 |
| TUYA | TUYA INC | $4.30万 | 0.01% | 24,407 | -3,346 | -12.1% | -$5,889 | 减仓 |
| — | INNATE PHARMA S A | $4.37万 | 0.01% | 23,750 | 23,750 | — | $4.37万 | 新建仓 |
| — | ORION PROPERTIES INC | $4.52万 | 0.01% | 15,632 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $4.60万 | 0.01% | 21,916 | 5,073 | 30.1% | $1.07万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $4.65万 | 0.02% | 22,034 | -1,780 | -7.5% | -$3,756 | 减仓 |
| BORR | BORR DRILLING LTD | $4.69万 | 0.02% | 11,360 | 11,360 | — | $4.69万 | 新建仓 |
| — | PURPLE BIOTECH LTD | $4.78万 | 0.02% | 28,468 | 10,341 | 57.0% | $1.74万 | 加仓 |
| GGB | GERDAU SA | $4.92万 | 0.02% | 12,178 | 182 | 1.5% | $735 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $5.25万 | 0.02% | 10,465 | 10,465 | — | $5.25万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $5.30万 | 0.02% | 10,842 | 10,842 | — | $5.30万 | 新建仓 |
| — | SEQUANS COMMUNICATIONS S A | $5.42万 | 0.02% | 15,932 | -7,624 | -32.4% | -$2.59万 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $5.66万 | 0.02% | 11,942 | 11,942 | — | $5.66万 | 新建仓 |
| — | LIGHTINTHEBOX HLDG CO LTD | $5.75万 | 0.02% | 19,497 | 0 | 0.0% | — | 不变 |
| EGY | VAALCO ENERGY INC | $6.19万 | 0.02% | 12,194 | 12,194 | — | $6.19万 | 新建仓 |
| ENIC | ENEL CHILE SA | $6.31万 | 0.02% | 14,015 | 3,005 | 27.3% | $1.35万 | 加仓 |
| — | HERE GROUP LTD | $6.38万 | 0.02% | 32,699 | 32,699 | — | $6.38万 | 新建仓 |
| — | CONCORD MED SVCS HLDGS LTD | $6.57万 | 0.02% | 13,912 | 13,912 | — | $6.57万 | 新建仓 |
| TKC | TURKCELL ILETISIM | $6.60万 | 0.02% | 11,226 | -2,258 | -16.7% | -$1.33万 | 减仓 |
| — | AKSO HEALTH GROUP | $6.67万 | 0.02% | 44,755 | 9,326 | 26.3% | $1.39万 | 加仓 |
| — | DOUYU INTL HLDGS LTD | $7.41万 | 0.02% | 15,937 | 15,937 | — | $7.41万 | 新建仓 |
| — | X FINL | $7.46万 | 0.02% | 15,421 | 15,421 | — | $7.46万 | 新建仓 |
| BBD | BANCO BRADESCO S A | $7.50万 | 0.02% | 21,615 | 2,458 | 12.8% | $8,529 | 加仓 |
| — | AMBER INTL HLDG LTD | $8.05万 | 0.03% | 54,023 | 5,700 | 11.8% | $8,494 | 加仓 |
| — | GENENTA SCIENCE S P A | $8.07万 | 0.03% | 43,856 | -90,591 | -67.4% | -$16.67万 | 减仓 |
| VNET | VNET GROUP INC | $8.48万 | 0.03% | 10,544 | 10,544 | — | $8.48万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8.53万 | 0.03% | 14,764 | 14,764 | — | $8.53万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $8.83万 | 0.03% | 21,535 | 21,535 | — | $8.83万 | 新建仓 |
| — | PERPETUALS.COM LTD | $10.00万 | 0.03% | 16,955 | -2,300 | -11.9% | -$1.36万 | 减仓 |
| — | BRASILAGRO COMPANHIA BRASILE | $10.13万 | 0.03% | 28,385 | 6,617 | 30.4% | $2.36万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $10.15万 | 0.03% | 18,319 | 4,653 | 34.0% | $2.58万 | 加仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $10.18万 | 0.03% | 63,602 | 4,417 | 7.5% | $7,067 | 加仓 |
| WTI | W & T OFFSHORE INC | $10.37万 | 0.03% | 32,909 | 290 | 0.9% | $913 | 加仓 |
| NMR | NOMURA HLDGS INC | $10.65万 | 0.03% | 12,134 | 1,798 | 17.4% | $1.58万 | 加仓 |
| — | CIA ENERGETICA DE MINAS GERA | $10.70万 | 0.03% | 35,079 | -2,154 | -5.8% | -$6,570 | 减仓 |
| — | WALDENCAST PLC | $11.41万 | 0.04% | 64,811 | 52,191 | 413.6% | $9.19万 | 重新持有 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $11.95万 | 0.04% | 27,161 | 27,161 | — | $11.95万 | 新建仓 |
| — | EDAP TMS S A | $12.40万 | 0.04% | 23,933 | 13,813 | 136.5% | $7.16万 | 加仓 |
| — | BRASKEM SA | $12.73万 | 0.04% | 52,158 | -2,308 | -4.2% | -$5,632 | 减仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $13.02万 | 0.04% | 25,886 | 379 | 1.5% | $1,906 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $13.66万 | 0.04% | 10,284 | 10,284 | — | $13.66万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $14.22万 | 0.05% | 24,482 | 24,482 | — | $14.22万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $14.31万 | 0.05% | 12,280 | 1,307 | 11.9% | $1.52万 | 加仓 |
| — | PHARMING GROUP NV | $14.47万 | 0.05% | 10,415 | -382 | -3.5% | -$5,306 | 减仓 |
| SUZ | SUZANO S A | $14.96万 | 0.05% | 19,284 | 7,105 | 58.3% | $5.51万 | 加仓 |