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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,448 | -100.0% | -$27.23万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,102 | -100.0% | -$26.80万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3,372 | -100.0% | -$26.62万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,008 | -100.0% | -$25.81万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,649 | -100.0% | -$24.17万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,458 | -100.0% | -$23.47万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,413 | -100.0% | -$22.72万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,307 | -100.0% | -$22.41万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -1,274 | -100.0% | -$22.37万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -3,046 | -100.0% | -$22.26万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -3,409 | -100.0% | -$22.13万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -2,095 | -100.0% | -$22.06万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,617 | -100.0% | -$21.47万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -3,012 | -100.0% | -$21.12万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,496 | -100.0% | -$20.82万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,494 | -100.0% | -$20.33万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -2,352 | -100.0% | -$20.05万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -4,510 | -100.0% | -$18.81万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -20,135 | -100.0% | -$8.15万 | 清仓 |
| — | ERAYAK PWR SOLUTION GROUP IN | $0 | 0.00% | 0 | -16,957 | -100.0% | -$6.44万 | 清仓 |
| — | BINGEX LTD | $0 | 0.00% | 0 | -12,185 | -100.0% | -$3.87万 | 清仓 |
| — | HUIZE HLDG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CASSAVA SCIENCES INC | $0 | 0.00% | 0 | -12,072 | -100.0% | -$2.39万 | 清仓 |
| — | WALDENCAST PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AKARI THERAPEUTICS PLC | $0 | 0.00% | 0 | -69,248 | -100.0% | -$2.00万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -21,989 | -100.0% | -$1.51万 | 清仓 |