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 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC | $29.49万 | 0.12% | 2,688 | -467 | -14.8% | -$5.12万 | 减仓 |
| KVUE | KENVUE INC | $29.40万 | 0.12% | 17,054 | 5,578 | 48.6% | $9.62万 | 加仓 |
| IWB | ISHARES TR | $29.34万 | 0.12% | 823 | -56 | -6.4% | -$2.00万 | 减仓 |
| WM | WASTE MGMT INC DEL | $29.06万 | 0.12% | 1,264 | -197 | -13.5% | -$4.53万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $28.96万 | 0.12% | 4,952 | -562 | -10.2% | -$3.29万 | 减仓 |
| PCAR | PACCAR INC | $28.94万 | 0.12% | 2,506 | -594 | -19.2% | -$6.86万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.49万 | 0.12% | 4,285 | -440 | -9.3% | -$2.93万 | 减仓 |
| URI | UNITED RENTALS INC | $28.41万 | 0.12% | 390 | 8 | 2.1% | $5,828 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.36万 | 0.12% | 8,500 | 8,500 | — | $28.36万 | 新建仓 |
| GRMN | GARMIN LTD | $28.17万 | 0.12% | 1,214 | 141 | 13.1% | $3.27万 | 加仓 |
| SHEL | SHELL PLC | $28.12万 | 0.12% | 3,024 | -458 | -13.2% | -$4.26万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $28.02万 | 0.12% | 20,229 | -5,837 | -22.4% | -$8.08万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.89万 | 0.12% | 8,317 | -1,632 | -16.4% | -$5.47万 | 减仓 |
| MTB | M & T BK CORP | $27.77万 | 0.12% | 1,343 | -472 | -26.0% | -$9.76万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $27.73万 | 0.12% | 982 | -202 | -17.1% | -$5.70万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $27.72万 | 0.12% | 3,826 | -789 | -17.1% | -$5.72万 | 减仓 |
| EOG | EOG RES INC | $27.14万 | 0.11% | 1,877 | -365 | -16.3% | -$5.28万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $27.10万 | 0.11% | 4,168 | 4,168 | — | $27.10万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $26.85万 | 0.11% | 1,317 | -223 | -14.5% | -$4.55万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $26.82万 | 0.11% | 820 | -188 | -18.7% | -$6.15万 | 减仓 |
| SNDK | SANDISK CORP | $26.68万 | 0.11% | 420 | 420 | — | $26.68万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.64万 | 0.11% | 4,245 | -1,282 | -23.2% | -$8.04万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $26.49万 | 0.11% | 75,462 | -123 | -0.2% | -$432 | 减仓 |
| TPR | TAPESTRY INC | $26.30万 | 0.11% | 1,864 | -351 | -15.8% | -$4.95万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $26.21万 | 0.11% | 1,197 | -146 | -10.9% | -$3.20万 | 减仓 |
| IEFA | ISHARES TR | $26.19万 | 0.11% | 2,893 | 2,893 | — | $26.19万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $26.17万 | 0.11% | 10,399 | 10,399 | — | $26.17万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $26.12万 | 0.11% | 552 | -178 | -24.4% | -$8.42万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $26.09万 | 0.11% | 1,248 | 70 | 5.9% | $1.46万 | 加仓 |
| RELX | RELX PLC | $26.01万 | 0.11% | 7,846 | 7,846 | — | $26.01万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.99万 | 0.11% | 336 | -82 | -19.6% | -$6.34万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.92万 | 0.11% | 751 | -78 | -9.4% | -$2.69万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.86万 | 0.11% | 1,900 | -200 | -9.5% | -$2.72万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $25.75万 | 0.11% | 13,905 | 3,590 | 34.8% | $6.65万 | 加仓 |
| USB | US BANCORP | $25.62万 | 0.11% | 4,926 | 894 | 22.2% | $4.65万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $25.58万 | 0.11% | 1,181 | -4 | -0.3% | -$866 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.51万 | 0.11% | 2,771 | -248 | -8.2% | -$2.28万 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $25.47万 | 0.11% | 16,702 | 1,796 | 12.0% | $2.74万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.45万 | 0.11% | 1,223 | -302 | -19.8% | -$6.28万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $25.42万 | 0.11% | 4,918 | -4 | -0.1% | -$207 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.40万 | 0.11% | 2,564 | 2,564 | — | $25.40万 | 新建仓 |
| XEL | XCEL ENERGY INC | $25.24万 | 0.11% | 3,177 | -135 | -4.1% | -$1.07万 | 减仓 |
| ING | ING GROEP N.V. | $25.18万 | 0.11% | 9,664 | -888 | -8.4% | -$2.31万 | 减仓 |
| ATI | ATI INC | $24.90万 | 0.10% | 1,712 | 1,712 | — | $24.90万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $24.87万 | 0.10% | 5,354 | 5,354 | — | $24.87万 | 新建仓 |
| ESGD | ISHARES TR | $24.87万 | 0.10% | 2,601 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $24.85万 | 0.10% | 6,053 | -1,350 | -18.2% | -$5.54万 | 减仓 |
| VALE | VALE S A | $24.69万 | 0.10% | 15,518 | 15,518 | — | $24.69万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.68万 | 0.10% | 985 | 985 | — | $24.68万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $24.42万 | 0.10% | 14,391 | 519 | 3.7% | $8,807 | 加仓 |
| TER | TERADYNE INC | $24.40万 | 0.10% | 823 | 823 | — | $24.40万 | 新建仓 |
| SLB | SLB LIMITED | $24.40万 | 0.10% | 4,747 | -960 | -16.8% | -$4.93万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $24.39万 | 0.10% | 3,354 | 3,354 | — | $24.39万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.31万 | 0.10% | 1,303 | -512 | -28.2% | -$9.55万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $24.24万 | 0.10% | 756 | -237 | -23.9% | -$7.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.23万 | 0.10% | 6,236 | 6,236 | — | $24.23万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $24.20万 | 0.10% | 3,488 | 3,488 | — | $24.20万 | 新建仓 |
| ADSK | AUTODESK INC | $24.15万 | 0.10% | 1,009 | -97 | -8.8% | -$2.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.15万 | 0.10% | 3,768 | 3,768 | — | $24.15万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.86万 | 0.10% | 882 | 882 | — | $23.86万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $23.62万 | 0.10% | 487 | 487 | — | $23.62万 | 新建仓 |
| OKE | ONEOK INC NEW | $23.59万 | 0.10% | 2,610 | -442 | -14.5% | -$4.00万 | 减仓 |
| SBUX | STARBUCKS CORP | $23.54万 | 0.10% | 2,628 | -774 | -22.8% | -$6.93万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $23.40万 | 0.10% | 899 | -303 | -25.2% | -$7.89万 | 减仓 |
| IWP | ISHARES TR | $23.37万 | 0.10% | 1,824 | 1,824 | — | $23.37万 | 新建仓 |
| BP | BP PLC | $23.34万 | 0.10% | 4,966 | 4,966 | — | $23.34万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $23.33万 | 0.10% | 830 | 13 | 1.6% | $3,654 | 加仓 |
| AME | AMETEK INC | $23.30万 | 0.10% | 1,087 | -187 | -14.7% | -$4.01万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $23.28万 | 0.10% | 4,039 | 42 | 1.1% | $2,421 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.14万 | 0.10% | 3,778 | 3,778 | — | $23.14万 | 新建仓 |
| DHI | D R HORTON INC | $22.83万 | 0.10% | 1,664 | -407 | -19.7% | -$5.58万 | 减仓 |
| MCO | MOODYS CORP | $22.73万 | 0.09% | 521 | -128 | -19.7% | -$5.58万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $22.71万 | 0.09% | 747 | -250 | -25.1% | -$7.60万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $22.68万 | 0.09% | 763 | 763 | — | $22.68万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $22.68万 | 0.09% | 4,008 | 176 | 4.6% | $9,958 | 加仓 |
| CI | THE CIGNA GROUP | $22.66万 | 0.09% | 849 | -242 | -22.2% | -$6.46万 | 减仓 |
| SAP | SAP SE | $22.62万 | 0.09% | 1,321 | 1,321 | — | $22.62万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.61万 | 0.09% | 1,725 | -458 | -21.0% | -$6.00万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $22.60万 | 0.09% | 28,461 | -2,455 | -7.9% | -$1.95万 | 减仓 |
| ADBE | ADOBE INC | $22.53万 | 0.09% | 927 | -202 | -17.9% | -$4.91万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $22.51万 | 0.09% | 1,138 | -492 | -30.2% | -$9.73万 | 减仓 |
| BCML | BAYCOM CORP | $22.18万 | 0.09% | 7,461 | 73 | 1.0% | $2,170 | 加仓 |
| PLD | PROLOGIS INC. | $22.14万 | 0.09% | 1,675 | -451 | -21.2% | -$5.96万 | 减仓 |
| GFI | GOLD FIELDS LTD | $22.10万 | 0.09% | 4,868 | 273 | 5.9% | $1.24万 | 加仓 |
| DOV | DOVER CORP | $21.91万 | 0.09% | 1,051 | -88 | -7.7% | -$1.83万 | 减仓 |
| CVS | CVS HEALTH CORP | $21.73万 | 0.09% | 3,026 | -359 | -10.6% | -$2.58万 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $21.49万 | 0.09% | 1,483 | 1,483 | — | $21.49万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $21.47万 | 0.09% | 748 | -204 | -21.4% | -$5.85万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $21.47万 | 0.09% | 1,419 | 1,419 | — | $21.47万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $21.36万 | 0.09% | 1,185 | 1,185 | — | $21.36万 | 新建仓 |
| AZO | AUTOZONE INC | $21.28万 | 0.09% | 63 | -1 | -1.6% | -$3,378 | 减仓 |
| ALMS | ALUMIS INC | $21.16万 | 0.09% | 9,607 | 9,607 | — | $21.16万 | 新建仓 |
| WAB | WABTEC | $21.14万 | 0.09% | 846 | -197 | -18.9% | -$4.92万 | 减仓 |
| AON | AON PLC | $20.88万 | 0.09% | 647 | -167 | -20.5% | -$5.39万 | 减仓 |
| GLNG | GOLAR LNG LTD | $20.84万 | 0.09% | 3,852 | 3,852 | — | $20.84万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $20.84万 | 0.09% | 2,770 | -1,069 | -27.8% | -$8.04万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $20.65万 | 0.09% | 1,200 | 1,200 | — | $20.65万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $20.63万 | 0.09% | 178 | -33 | -15.6% | -$3.82万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $20.56万 | 0.09% | 5,555 | -566 | -9.2% | -$2.09万 | 减仓 |
| FTNT | FORTINET INC | $20.55万 | 0.09% | 2,515 | -668 | -21.0% | -$5.46万 | 减仓 |