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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $20.43万 | 0.09% | 4,035 | -226 | -5.3% | -$1.14万 | 减仓 |
| GDS | GDS HLDGS LTD | $20.42万 | 0.09% | 5,069 | 5,069 | — | $20.42万 | 新建仓 |
| MMM | 3M CO | $20.41万 | 0.09% | 1,405 | -338 | -19.4% | -$4.91万 | 减仓 |
| SSL | SASOL LTD | $20.39万 | 0.09% | 15,736 | -659 | -4.0% | -$8,541 | 减仓 |
| CRH | CRH PLC | $20.27万 | 0.08% | 1,928 | 143 | 8.0% | $1.50万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.23万 | 0.08% | 1,076 | 1,076 | — | $20.23万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $20.16万 | 0.08% | 16,364 | 457 | 2.9% | $5,630 | 加仓 |
| TFC | TRUIST FINL CORP | $20.14万 | 0.08% | 4,380 | -784 | -15.2% | -$3.60万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $20.09万 | 0.08% | 3,993 | 3,993 | — | $20.09万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.01万 | 0.08% | 3,299 | 3,299 | — | $20.01万 | 新建仓 |
| — | BRASKEM SA | $19.93万 | 0.08% | 54,466 | 18,085 | 49.7% | $6.62万 | 加仓 |
| TALO | TALOS ENERGY INC | $18.89万 | 0.08% | 11,987 | -204 | -1.7% | -$3,215 | 减仓 |
| SAN | BANCO SANTANDER SA | $18.71万 | 0.08% | 16,591 | -3,896 | -19.0% | -$4.39万 | 减仓 |
| F | FORD MTR CO | $18.71万 | 0.08% | 16,214 | -2,967 | -15.5% | -$3.42万 | 减仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $18.57万 | 0.08% | 10,083 | 10,083 | — | $18.57万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $18.36万 | 0.08% | 34,713 | -2 | -0.0% | -$11 | 减仓 |
| — | PHARMING GROUP NV | $17.97万 | 0.07% | 10,797 | -1,890 | -14.9% | -$3.14万 | 减仓 |
| — | AMTD DIGITAL INC | $17.90万 | 0.07% | 114,741 | 114,741 | — | $17.90万 | 新建仓 |
| SFL | SFL CORPORATION LTD | $17.83万 | 0.07% | 16,523 | 16,523 | — | $17.83万 | 新建仓 |
| DOLE | DOLE PLC | $17.40万 | 0.07% | 12,179 | 211 | 1.8% | $3,015 | 加仓 |
| — | ADAGENE INC | $15.80万 | 0.07% | 40,312 | 1,541 | 4.0% | $6,041 | 加仓 |
| — | ECO WAVE POWER GLOBAL AB | $13.48万 | 0.06% | 21,396 | 8,035 | 60.1% | $5.06万 | 加仓 |
| PSO | PEARSON PLC | $13.44万 | 0.06% | 10,236 | 10,236 | — | $13.44万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $13.10万 | 0.05% | 10,973 | 10,973 | — | $13.10万 | 新建仓 |
| — | CIA ENERGETICA DE MINAS GERA | $12.21万 | 0.05% | 37,233 | 37,233 | — | $12.21万 | 新建仓 |
| SUZ | SUZANO S A | $12.19万 | 0.05% | 12,179 | 12,179 | — | $12.19万 | 新建仓 |
| NOK | NOKIA CORP | $12.01万 | 0.05% | 14,932 | 14,932 | — | $12.01万 | 新建仓 |
| ANL | ADLAI NORTYE LTD | $11.33万 | 0.05% | 16,367 | 1,279 | 8.5% | $8,851 | 加仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $11.22万 | 0.05% | 25,507 | 559 | 2.2% | $2,460 | 加仓 |
| WTI | W & T OFFSHORE INC | $11.12万 | 0.05% | 32,619 | -1,413 | -4.2% | -$4,818 | 减仓 |
| PRCH | PORCH GROUP INC | $10.76万 | 0.04% | 15,006 | 15,006 | — | $10.76万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $10.52万 | 0.04% | 13,364 | 13,364 | — | $10.52万 | 新建仓 |
| — | NOVONIX LIMITED | $9.99万 | 0.04% | 144,801 | 144,801 | — | $9.99万 | 新建仓 |
| — | PERPETUALS.COM LTD | $9.53万 | 0.04% | 19,255 | 19,255 | — | $9.53万 | 新建仓 |
| ABEV | AMBEV SA | $9.46万 | 0.04% | 32,403 | 7,481 | 30.0% | $2.18万 | 加仓 |
| — | BRASILAGRO COMPANHIA BRASILE | $9.21万 | 0.04% | 21,768 | 2,691 | 14.1% | $1.14万 | 加仓 |
| — | GENENTA SCIENCE S P A | $9.03万 | 0.04% | 134,447 | 116,666 | 656.1% | $7.84万 | 加仓 |
| — | ENDAVA PLC | $8.42万 | 0.04% | 19,059 | 19,059 | — | $8.42万 | 新建仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $8.17万 | 0.03% | 59,185 | 37,820 | 177.0% | $5.22万 | 加仓 |
| NMR | NOMURA HLDGS INC | $8.16万 | 0.03% | 10,336 | 10,336 | — | $8.16万 | 新建仓 |
| TKC | TURKCELL ILETISIM | $8.13万 | 0.03% | 13,484 | 13,484 | — | $8.13万 | 新建仓 |
| — | AKSO HEALTH GROUP | $8.08万 | 0.03% | 35,429 | 18,681 | 111.5% | $4.26万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $8.01万 | 0.03% | 13,666 | 2,087 | 18.0% | $1.22万 | 加仓 |
| — | STEAKHOLDER FOODS LTD | $7.78万 | 0.03% | 53,621 | 53,621 | — | $7.78万 | 新建仓 |
| — | WATERDROP INC | $7.73万 | 0.03% | 47,723 | 2,636 | 5.8% | $4,270 | 加仓 |
| — | AMBER INTL HLDG LTD | $7.60万 | 0.03% | 32,215 | 12,081 | 60.0% | $2.85万 | 加仓 |
| WIT | WIPRO LTD | $7.43万 | 0.03% | 35,061 | -28,855 | -45.1% | -$6.12万 | 减仓 |
| — | PURPLE BIOTECH LTD | $7.32万 | 0.03% | 18,127 | -29,327 | -61.8% | -$11.85万 | 减仓 |
| BBD | BANCO BRADESCO S A | $6.99万 | 0.03% | 19,157 | -463 | -2.4% | -$1,690 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $6.62万 | 0.03% | 23,814 | 10,050 | 73.0% | $2.79万 | 加仓 |
| — | INTCHAINS GROUP LTD | $6.43万 | 0.03% | 52,302 | -15,381 | -22.7% | -$1.89万 | 减仓 |
| TUYA | TUYA INC | $6.41万 | 0.03% | 27,753 | -3,605 | -11.5% | -$8,327 | 减仓 |
| — | MOLECULAR PARTNERS AG | $6.17万 | 0.03% | 15,543 | 3,232 | 26.3% | $1.28万 | 加仓 |
| — | SEQUANS COMMUNICATIONS S A | $5.96万 | 0.02% | 23,556 | 23,556 | — | $5.96万 | 新建仓 |
| — | BANCO BRADESCO S A | $5.39万 | 0.02% | 16,371 | 2,863 | 21.2% | $9,419 | 加仓 |
| — | EVAXION AS | $5.14万 | 0.02% | 13,808 | -1,386 | -9.1% | -$5,156 | 减仓 |
| — | EASON TECHNOLOGY LIMITED | $4.90万 | 0.02% | 59,924 | 45,907 | 327.5% | $3.76万 | 加仓 |
| — | JIAYIN GROUP INC | $4.64万 | 0.02% | 11,068 | 11,068 | — | $4.64万 | 新建仓 |
| — | COSAN S A | $4.56万 | 0.02% | 11,075 | 11,075 | — | $4.56万 | 新建仓 |
| — | LIGHTINTHEBOX HLDG CO LTD | $4.48万 | 0.02% | 19,497 | 0 | 0.0% | — | 不变 |
| — | LEAD REAL ESTATE CO LTD | $4.46万 | 0.02% | 34,341 | 34,341 | — | $4.46万 | 新建仓 |
| — | EVOTEC AG | $4.44万 | 0.02% | 17,748 | 17,748 | — | $4.44万 | 新建仓 |
| ENIC | ENEL CHILE SA | $4.34万 | 0.02% | 11,010 | 11,010 | — | $4.34万 | 新建仓 |
| GGB | GERDAU SA | $4.33万 | 0.02% | 11,996 | 11,996 | — | $4.33万 | 新建仓 |
| SID | COMPANHIA SIDERURGICA NACION | $4.12万 | 0.02% | 33,216 | 33,216 | — | $4.12万 | 新建仓 |
| OCGN | OCUGEN INC | $4.10万 | 0.02% | 22,653 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $4.03万 | 0.02% | 16,843 | 1,891 | 12.6% | $4,519 | 加仓 |
| — | CLASS WORKSHOP GROUP LTD | $3.93万 | 0.02% | 46,750 | 46,750 | — | $3.93万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $3.82万 | 0.02% | 15,281 | 15,281 | — | $3.82万 | 新建仓 |
| — | EDAP TMS S A | $3.76万 | 0.02% | 10,120 | 10,120 | — | $3.76万 | 新建仓 |
| — | NIU TECHNOLOGIES | $3.62万 | 0.02% | 12,527 | 12,527 | — | $3.62万 | 新建仓 |
| — | SAVERONE 2014 LTD | $3.44万 | 0.01% | 11,246 | 11,246 | — | $3.44万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $3.38万 | 0.01% | 12,897 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $3.36万 | 0.01% | 15,632 | 0 | 0.0% | — | 不变 |
| — | XTL BIOPHARMACEUTICALS LTD | $3.22万 | 0.01% | 13,351 | 13,351 | — | $3.22万 | 新建仓 |
| TV | GRUPO TELEVISA S A B | $3.03万 | 0.01% | 10,428 | 10,428 | — | $3.03万 | 新建仓 |
| — | GAOTU TECHEDU INC | $2.93万 | 0.01% | 14,947 | 14,947 | — | $2.93万 | 新建仓 |
| — | LION GROUP HOLDING LTD | $2.86万 | 0.01% | 32,448 | 32,448 | — | $2.86万 | 新建仓 |
| RLX | RLX TECHNOLOGY INC | $2.71万 | 0.01% | 12,323 | -4,835 | -28.2% | -$1.06万 | 减仓 |
| — | PLANET IMAGE INTL LTD | $2.69万 | 0.01% | 30,724 | -1,876 | -5.8% | -$1,641 | 减仓 |
| — | CHEMOMAB THERAPEUTICS LTD | $2.29万 | 0.01% | 14,566 | 14,566 | — | $2.29万 | 新建仓 |
| REI | RING ENERGY INC | $2.26万 | 0.01% | 14,764 | 0 | 0.0% | — | 不变 |
| — | MEREO BIOPHARMA GROUP PLC | $1.63万 | 0.01% | 49,512 | 29,222 | 144.0% | $9,643 | 加仓 |
| — | J & FRIENDS HOLDINGS LTD | $1.62万 | 0.01% | 17,598 | 17,598 | — | $1.62万 | 新建仓 |
| — | XIAO-I CORP | $1.44万 | 0.01% | 122,229 | 35,871 | 41.5% | $4,211 | 加仓 |
| — | SES AI CORPORATION | $1.04万 | 0.00% | 10,789 | -1 | -0.0% | -$1 | 减仓 |
| — | TEADS HLDG CO | $7,146 | 0.00% | 10,850 | 10,850 | — | $7,146 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,139 | -100.0% | -$39.33万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -7,226 | -100.0% | -$33.98万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -3,388 | -100.0% | -$32.62万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -4,845 | -100.0% | -$31.67万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -637 | -100.0% | -$31.23万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,865 | -100.0% | -$29.70万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,495 | -100.0% | -$29.01万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |