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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $50.84万 | 0.21% | 926 | -186 | -16.7% | -$10.21万 | 减仓 |
| TMUS | T-MOBILE US INC | $50.46万 | 0.21% | 2,403 | 118 | 5.2% | $2.48万 | 加仓 |
| VFH | VANGUARD WORLD FD | $50.45万 | 0.21% | 4,176 | 1,120 | 36.6% | $13.53万 | 加仓 |
| BLK | BLACKROCK INC | $50.31万 | 0.21% | 523 | -153 | -22.6% | -$14.72万 | 减仓 |
| GLW | CORNING INC | $49.72万 | 0.21% | 3,657 | -704 | -16.1% | -$9.57万 | 减仓 |
| QCOM | QUALCOMM INC | $49.03万 | 0.20% | 3,807 | -1,168 | -23.5% | -$15.04万 | 减仓 |
| CRM | SALESFORCE INC | $48.65万 | 0.20% | 2,606 | -631 | -19.5% | -$11.78万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $47.85万 | 0.20% | 3,655 | -715 | -16.4% | -$9.36万 | 减仓 |
| APP | APPLOVIN CORP | $46.80万 | 0.20% | 1,176 | -43 | -3.5% | -$1.71万 | 减仓 |
| TXN | TEXAS INSTRS INC | $45.45万 | 0.19% | 2,341 | -469 | -16.7% | -$9.10万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $45.34万 | 0.19% | 4,824 | -1,620 | -25.1% | -$15.22万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $45.21万 | 0.19% | 505 | -80 | -13.7% | -$7.16万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $44.76万 | 0.19% | 16,376 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $44.34万 | 0.18% | 1,142 | 20 | 1.8% | $7,765 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $44.32万 | 0.18% | 8,767 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $44.11万 | 0.18% | 1,785 | -395 | -18.1% | -$9.76万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $43.65万 | 0.18% | 9,056 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $43.45万 | 0.18% | 5,970 | -1,964 | -24.8% | -$14.29万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $43.24万 | 0.18% | 2,370 | -611 | -20.5% | -$11.15万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $43.09万 | 0.18% | 4,489 | 409 | 10.0% | $3.93万 | 加仓 |
| PEP | PEPSICO INC | $42.91万 | 0.18% | 2,763 | -1,003 | -26.6% | -$15.58万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.80万 | 0.18% | 1,027 | -106 | -9.4% | -$4.42万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $42.74万 | 0.18% | 6,373 | 97 | 1.5% | $6,506 | 加仓 |
| SPGI | S&P GLOBAL INC | $42.71万 | 0.18% | 1,004 | -418 | -29.4% | -$17.78万 | 减仓 |
| FDX | FEDEX CORP | $42.63万 | 0.18% | 1,197 | -182 | -13.2% | -$6.48万 | 减仓 |
| SYK | STRYKER CORPORATION | $42.56万 | 0.18% | 1,295 | -250 | -16.2% | -$8.22万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.42万 | 0.18% | 8,450 | -1,991 | -19.1% | -$9.99万 | 减仓 |
| CME | CME GROUP INC | $42.35万 | 0.18% | 1,434 | -233 | -14.0% | -$6.88万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.75万 | 0.17% | 1,495 | -276 | -15.6% | -$7.71万 | 减仓 |
| PSX | PHILLIPS 66 | $41.72万 | 0.17% | 2,290 | -441 | -16.1% | -$8.03万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.49万 | 0.17% | 1,156 | -92 | -7.4% | -$3.30万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $41.46万 | 0.17% | 10,512 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.31万 | 0.17% | 840 | -367 | -30.4% | -$18.05万 | 减仓 |
| WELL | WELLTOWER INC | $41.05万 | 0.17% | 2,076 | -396 | -16.0% | -$7.83万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $40.86万 | 0.17% | 10,826 | 3 | 0.0% | $113 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.76万 | 0.17% | 2,947 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $40.39万 | 0.17% | 3,083 | -385 | -11.1% | -$5.04万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.56万 | 0.17% | 886 | -256 | -22.4% | -$11.43万 | 减仓 |
| PGR | PROGRESSIVE CORP | $39.14万 | 0.16% | 1,974 | -491 | -19.9% | -$9.74万 | 减仓 |
| SO | SOUTHERN CO | $38.96万 | 0.16% | 4,036 | -735 | -15.4% | -$7.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $38.95万 | 0.16% | 7,889 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $38.84万 | 0.16% | 396 | 46 | 13.1% | $4.51万 | 加仓 |
| INTU | INTUIT | $38.66万 | 0.16% | 894 | -337 | -27.4% | -$14.57万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.66万 | 0.16% | 2,458 | -114 | -4.4% | -$1.79万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $38.65万 | 0.16% | 1,677 | -375 | -18.3% | -$8.64万 | 减仓 |
| GM | GENERAL MTRS CO | $38.49万 | 0.16% | 5,167 | -914 | -15.0% | -$6.81万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $38.40万 | 0.16% | 1,936 | -1,093 | -36.1% | -$21.68万 | 减仓 |
| UNP | UNION PAC CORP | $38.28万 | 0.16% | 1,578 | -533 | -25.2% | -$12.93万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.24万 | 0.16% | 1,376 | -110 | -7.4% | -$3.06万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.25万 | 0.16% | 954 | -2 | -0.2% | -$781 | 减仓 |
| DHR | DANAHER CORP DEL | $37.21万 | 0.16% | 1,963 | -572 | -22.6% | -$10.84万 | 减仓 |
| ACWI | ISHARES TR | $36.95万 | 0.15% | 2,670 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $36.94万 | 0.15% | 1,176 | -171 | -12.7% | -$5.37万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.89万 | 0.15% | 850 | -69 | -7.5% | -$2.99万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $36.52万 | 0.15% | 836 | -16 | -1.9% | -$6,989 | 减仓 |
| SN | SHARKNINJA INC | $36.40万 | 0.15% | 3,437 | 626 | 22.3% | $6.63万 | 加仓 |
| — | HONEYWELL INTL INC | $35.85万 | 0.15% | 1,586 | -491 | -23.6% | -$11.10万 | 减仓 |
| CMI | CUMMINS INC | $35.83万 | 0.15% | 666 | -209 | -23.9% | -$11.24万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.78万 | 0.15% | 592 | -201 | -25.3% | -$12.15万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.71万 | 0.15% | 2,727 | -727 | -21.0% | -$9.52万 | 减仓 |
| MDT | MEDTRONIC PLC | $35.68万 | 0.15% | 4,118 | -251 | -5.7% | -$2.17万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $35.67万 | 0.15% | 9,898 | 529 | 5.6% | $1.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.58万 | 0.15% | 1,315 | -1,539 | -53.9% | -$41.64万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $35.52万 | 0.15% | 1,035 | -536 | -34.1% | -$18.40万 | 减仓 |
| NOW | SERVICENOW INC | $35.24万 | 0.15% | 3,371 | -85 | -2.5% | -$8,887 | 减仓 |
| SNPS | SYNOPSYS INC | $34.86万 | 0.15% | 879 | 5 | 0.6% | $1,983 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.73万 | 0.14% | 1,262 | -530 | -29.6% | -$14.58万 | 减仓 |
| SMH | VANECK ETF TRUST | $34.70万 | 0.14% | 905 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $34.46万 | 0.14% | 3,162 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $34.41万 | 0.14% | 3,727 | -124 | -3.2% | -$1.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $34.02万 | 0.14% | 5,155 | -463 | -8.2% | -$3.06万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $33.52万 | 0.14% | 1,149 | -275 | -19.3% | -$8.02万 | 减仓 |
| PFE | PFIZER INC | $33.35万 | 0.14% | 11,876 | 65 | 0.6% | $1,825 | 加仓 |
| AZN | ASTRAZENECA PLC | $33.05万 | 0.14% | 1,676 | 1,676 | — | $33.05万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $32.86万 | 0.14% | 5,590 | -1,027 | -15.5% | -$6.04万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $32.48万 | 0.14% | 2,026 | -685 | -25.3% | -$10.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $32.34万 | 0.13% | 2,206 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $32.34万 | 0.13% | 212,738 | -735 | -0.3% | -$1,117 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $32.27万 | 0.13% | 64,156 | 5,625 | 9.6% | $2.83万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.12万 | 0.13% | 820 | -222 | -21.3% | -$8.70万 | 减仓 |
| E | ENI SPA | $32.11万 | 0.13% | 5,673 | -676 | -10.6% | -$3.83万 | 减仓 |
| DRD | DRDGOLD LIMITED | $32.00万 | 0.13% | 10,894 | 43 | 0.4% | $1,263 | 加仓 |
| ALL | ALLSTATE CORP | $31.91万 | 0.13% | 1,539 | -291 | -15.9% | -$6.03万 | 减仓 |
| ROST | ROSS STORES INC | $31.76万 | 0.13% | 1,466 | -51 | -3.4% | -$1.10万 | 减仓 |
| BA | BOEING CO | $31.29万 | 0.13% | 1,572 | -362 | -18.7% | -$7.20万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $31.07万 | 0.13% | 1,470 | -14 | -0.9% | -$2,959 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $30.94万 | 0.13% | 283 | -26 | -8.4% | -$2.84万 | 减仓 |
| INTC | INTEL CORP | $30.81万 | 0.13% | 6,982 | -213 | -3.0% | -$9,399 | 减仓 |
| LOW | LOWES COS INC | $30.72万 | 0.13% | 1,300 | -665 | -33.8% | -$15.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $30.41万 | 0.13% | 3,568 | -415 | -10.4% | -$3.54万 | 减仓 |
| UL | UNILEVER PLC | $30.41万 | 0.13% | 5,338 | 617 | 13.1% | $3.52万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $30.41万 | 0.13% | 3,675 | 1,134 | 44.6% | $9.38万 | 加仓 |
| IOT | SAMSARA INC | $30.39万 | 0.13% | 9,591 | -3,731 | -28.0% | -$11.82万 | 减仓 |
| EFV | ISHARES TR | $30.10万 | 0.13% | 4,048 | 384 | 10.5% | $2.86万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $30.02万 | 0.13% | 13,861 | -1,147 | -7.6% | -$2.48万 | 减仓 |
| ABVX | ABIVAX SA | $30.02万 | 0.13% | 2,696 | 280 | 11.6% | $3.12万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $29.99万 | 0.13% | 4,912 | -1,216 | -19.8% | -$7.42万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.81万 | 0.12% | 2,204 | -292 | -11.7% | -$3.95万 | 减仓 |
| — | TURBO ENERGY S A | $29.66万 | 0.12% | 111,105 | 89,364 | 411.0% | $23.86万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $29.63万 | 0.12% | 2,498 | -579 | -18.8% | -$6.87万 | 减仓 |