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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,588.58万 | 6.63% | 91,089 | -21,147 | -18.8% | -$368.80万 | 减仓 |
| AAPL | APPLE INC | $1,368.00万 | 5.71% | 53,903 | -13,140 | -19.6% | -$333.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $783.80万 | 3.27% | 21,174 | -8,138 | -27.8% | -$301.25万 | 减仓 |
| GOOGL | ALPHABET INC | $770.90万 | 3.22% | 26,808 | -1,955 | -6.8% | -$56.22万 | 减仓 |
| AMZN | AMAZON COM INC | $732.84万 | 3.06% | 35,187 | -11,338 | -24.4% | -$236.14万 | 减仓 |
| AVGO | BROADCOM INC | $547.97万 | 2.29% | 17,705 | -5,154 | -22.5% | -$159.52万 | 减仓 |
| TSLA | TESLA INC | $511.68万 | 2.13% | 13,764 | -2,942 | -17.6% | -$109.37万 | 减仓 |
| META | META PLATFORMS INC | $495.74万 | 2.07% | 8,665 | -1,974 | -18.6% | -$112.94万 | 减仓 |
| GOOG | ALPHABET INC | $455.59万 | 1.90% | 15,882 | -5,696 | -26.4% | -$163.40万 | 减仓 |
| ITOT | ISHARES TR | $430.99万 | 1.80% | 30,260 | -1,162 | -3.7% | -$16.55万 | 减仓 |
| — | EXXON MOBIL CORP | $366.93万 | 1.53% | 21,627 | -2,757 | -11.3% | -$46.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $331.56万 | 1.38% | 6,919 | -1,010 | -12.7% | -$48.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $287.97万 | 1.20% | 9,790 | -2,695 | -21.6% | -$79.27万 | 减仓 |
| LLY | ELI LILLY & CO | $260.50万 | 1.09% | 2,832 | -513 | -15.3% | -$47.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $229.66万 | 0.96% | 3,531 | 382 | 12.1% | $24.85万 | 加仓 |
| WMT | WALMART INC | $206.55万 | 0.86% | 16,620 | -4,600 | -21.7% | -$57.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $193.23万 | 0.81% | 1,939 | -394 | -16.9% | -$39.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $184.80万 | 0.77% | 12,633 | 2,094 | 19.9% | $30.63万 | 加仓 |
| NFLX | NETFLIX INC. | $171.65万 | 0.72% | 17,852 | 754 | 4.4% | $7.25万 | 加仓 |
| ABBV | ABBVIE INC | $165.35万 | 0.69% | 7,603 | -2,324 | -23.4% | -$50.54万 | 减仓 |
| V | VISA INC | $165.10万 | 0.69% | 5,463 | -1,518 | -21.7% | -$45.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $160.30万 | 0.67% | 4,997 | 304 | 6.5% | $9.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $155.61万 | 0.65% | 4,606 | 533 | 13.1% | $18.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $154.86万 | 0.65% | 6,335 | -1,196 | -15.9% | -$29.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $153.37万 | 0.64% | 7,413 | -1,068 | -12.6% | -$22.10万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $142.95万 | 0.60% | 6,690 | -1,213 | -15.3% | -$25.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $141.62万 | 0.59% | 28,386 | 1,097 | 4.0% | $5.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $133.61万 | 0.56% | 1,915 | 135 | 7.6% | $9.42万 | 加仓 |
| IVV | ISHARES TR | $133.49万 | 0.56% | 2,044 | -2,770 | -57.5% | -$180.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $132.31万 | 0.55% | 2,214 | 1,086 | 96.3% | $64.90万 | 加仓 |
| CSCO | CISCO SYS INC | $130.21万 | 0.54% | 16,782 | -1,676 | -9.1% | -$13.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $128.22万 | 0.53% | 2,566 | -1,100 | -30.0% | -$54.97万 | 减仓 |
| RTX | RTX CORPORATION | $126.76万 | 0.53% | 6,572 | -975 | -12.9% | -$18.81万 | 减仓 |
| CAT | CATERPILLAR INC | $123.87万 | 0.52% | 1,748 | -283 | -13.9% | -$20.05万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $122.28万 | 0.51% | 6,011 | -1,578 | -20.8% | -$32.10万 | 减仓 |
| IWF | ISHARES TR | $121.74万 | 0.51% | 2,855 | -187 | -6.1% | -$7.97万 | 减仓 |
| NEM | NEWMONT CORP | $121.14万 | 0.51% | 11,191 | -562 | -4.8% | -$6.08万 | 减仓 |
| GE | GE AEROSPACE | $120.32万 | 0.50% | 4,240 | -503 | -10.6% | -$14.27万 | 减仓 |
| ORCL | ORACLE CORP | $103.02万 | 0.43% | 7,003 | -1,534 | -18.0% | -$22.57万 | 减仓 |
| KO | COCA COLA CO | $102.76万 | 0.43% | 13,512 | -2,655 | -16.4% | -$20.19万 | 减仓 |
| HD | HOME DEPOT INC | $102.03万 | 0.43% | 3,102 | -939 | -23.2% | -$30.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.55万 | 0.41% | 1,153 | -356 | -23.6% | -$30.12万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $97.00万 | 0.40% | 46,369 | 246 | 0.5% | $5,146 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.93万 | 0.40% | 2,868 | -517 | -15.3% | -$17.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $96.65万 | 0.40% | 19,826 | -4,875 | -19.7% | -$23.77万 | 减仓 |
| AMAT | APPLIED MATLS INC | $92.60万 | 0.39% | 2,709 | -552 | -16.9% | -$18.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $90.51万 | 0.38% | 12,583 | -1,525 | -10.8% | -$10.97万 | 减仓 |
| KLAC | KLA CORP | $85.84万 | 0.36% | 583 | -121 | -17.2% | -$17.82万 | 减仓 |
| ADI | ANALOG DEVICES INC | $84.77万 | 0.35% | 2,665 | -342 | -11.4% | -$10.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $83.93万 | 0.35% | 1,454 | 60 | 4.3% | $3.46万 | 加仓 |
| LIN | LINDE PLC | $83.01万 | 0.35% | 1,674 | -261 | -13.5% | -$12.94万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $81.25万 | 0.34% | 4,914 | -974 | -16.5% | -$16.10万 | 减仓 |
| GEV | GE VERNOVA INC | $80.31万 | 0.34% | 920 | -214 | -18.9% | -$18.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $80.27万 | 0.33% | 5,558 | -1,667 | -23.1% | -$24.08万 | 减仓 |
| MRK | MERCK & CO INC | $80.11万 | 0.33% | 6,660 | -1,331 | -16.7% | -$16.01万 | 减仓 |
| CACI | CACI INTL INC | $77.83万 | 0.32% | 1,431 | -573 | -28.6% | -$31.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $77.34万 | 0.32% | 5,859 | -1,004 | -14.6% | -$13.25万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $75.04万 | 0.31% | 7,707 | -65 | -0.8% | -$6,329 | 减仓 |
| ABT | ABBOTT LABORATORIES | $72.90万 | 0.30% | 7,100 | -1,563 | -18.0% | -$16.05万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $71.87万 | 0.30% | 3,286 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.47万 | 0.30% | 2,949 | -846 | -22.3% | -$20.50万 | 减仓 |
| TJX | TJX COS INC NEW | $71.39万 | 0.30% | 4,470 | -667 | -13.0% | -$10.65万 | 减仓 |
| WFC | WELLS FARGO & CO | $69.94万 | 0.29% | 8,786 | -2,091 | -19.2% | -$16.65万 | 减仓 |
| T | AT&T INC | $69.51万 | 0.29% | 23,977 | -7,341 | -23.4% | -$21.28万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $69.47万 | 0.29% | 165 | -11 | -6.2% | -$4.63万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $69.22万 | 0.29% | 16,388 | 1,440 | 9.6% | $6.08万 | 加仓 |
| ETN | EATON CORP PLC | $68.33万 | 0.29% | 1,910 | -305 | -13.8% | -$10.91万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $67.41万 | 0.28% | 988 | -114 | -10.3% | -$7.78万 | 减仓 |
| NVS | NOVARTIS AG | $67.32万 | 0.28% | 4,407 | 1,565 | 55.1% | $23.91万 | 加仓 |
| BLTE | BELITE BIO INC | $66.76万 | 0.28% | 4,187 | 3 | 0.1% | $478 | 加仓 |
| CB | CHUBB LTD SWITZ | $66.13万 | 0.28% | 2,029 | -189 | -8.5% | -$6.16万 | 减仓 |
| SSRM | SSR MINING IN | $64.88万 | 0.27% | 22,086 | -811 | -3.5% | -$2.38万 | 减仓 |
| MCD | MCDONALDS CORP | $64.57万 | 0.27% | 2,078 | -601 | -22.4% | -$18.67万 | 减仓 |
| MS | MORGAN STANLEY | $62.97万 | 0.26% | 3,826 | -1,076 | -22.0% | -$17.71万 | 减仓 |
| AMGN | AMGEN INC | $62.70万 | 0.26% | 1,782 | -370 | -17.2% | -$13.02万 | 减仓 |
| HLN | HALEON PLC | $61.84万 | 0.26% | 61,774 | 5,954 | 10.7% | $5.96万 | 加仓 |
| CMF | ISHARES TR | $61.80万 | 0.26% | 10,868 | 1,072 | 10.9% | $6.10万 | 加仓 |
| ET | ENERGY TRANSFER L P | $60.15万 | 0.25% | 31,168 | 835 | 2.8% | $1.61万 | 加仓 |
| MCK | MCKESSON CORP | $59.19万 | 0.25% | 684 | -111 | -14.0% | -$9.61万 | 减仓 |
| BN | BROOKFIELD CORP | $59.01万 | 0.25% | 14,582 | 4 | 0.0% | $162 | 加仓 |
| TTE | TOTALENERGIES SE | $58.96万 | 0.25% | 6,481 | 1,015 | 18.6% | $9.23万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $58.88万 | 0.25% | 7,138 | -158 | -2.2% | -$1.30万 | 减仓 |
| OEF | ISHARES TR | $58.30万 | 0.24% | 1,833 | 341 | 22.9% | $10.85万 | 加仓 |
| DE | DEERE & CO | $57.96万 | 0.24% | 1,029 | -135 | -11.6% | -$7.60万 | 减仓 |
| IWD | ISHARES TR | $57.86万 | 0.24% | 2,708 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $57.42万 | 0.24% | 1,839 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $57.17万 | 0.24% | 6,485 | 129 | 2.0% | $1.14万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $56.82万 | 0.24% | 5,804 | 96 | 1.7% | $9,399 | 加仓 |
| C | CITIGROUP INC | $56.05万 | 0.23% | 4,942 | -797 | -13.9% | -$9.04万 | 减仓 |
| ASML | ASML HLDG NV | $55.74万 | 0.23% | 422 | 26 | 6.6% | $3.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $55.18万 | 0.23% | 1,824 | -571 | -23.8% | -$17.27万 | 减仓 |
| APH | AMPHENOL CORP | $55.06万 | 0.23% | 4,358 | -1,280 | -22.7% | -$16.17万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $55.04万 | 0.23% | 4,483 | -541 | -10.8% | -$6.64万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $53.66万 | 0.22% | 1,164 | -263 | -18.4% | -$12.12万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $53.51万 | 0.22% | 27,095 | -915 | -3.3% | -$1.81万 | 减仓 |
| SUSL | ISHARES TR | $52.88万 | 0.22% | 4,655 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $52.52万 | 0.22% | 3,768 | -822 | -17.9% | -$11.46万 | 减仓 |
| MPC | MARATHON PETE CORP | $52.04万 | 0.22% | 2,131 | -594 | -21.8% | -$14.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $51.51万 | 0.21% | 5,546 | -1,505 | -21.3% | -$13.98万 | 减仓 |
| DIS | DISNEY WALT CO | $51.21万 | 0.21% | 5,313 | -848 | -13.8% | -$8.17万 | 减仓 |