Harbor Asset Planning, Inc.
BELMONT MA · SEC CIK 0002077050
$1.19亿2026Q1 申报市值
420持仓数
32.3%前十大占比 · 第一大 4.3%
14 / 36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
AVDE 加仓+$78.34万
FLTR 加仓+$60.92万
VFMO 加仓+$33.87万
AVSC 新建仓+$28.56万
RWL 加仓+$25.77万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$20.90万
FLOT 减仓-$13.23万
SMLF 减仓-$13.20万
XMHQ 减仓-$7.38万
COWZ 减仓-$7.20万
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 |
|---|---|---|---|---|---|---|---|---|
| VCR | VANGUARD WORLD FD | $7,627 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $7,980 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $8,111 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8,194 | 0.01% | 156 | 1 | 0.6% | $53 | 加仓 |
| BBDC | BARINGS BDC INC | $8,230 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $8,260 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $8,736 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $8,796 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $8,825 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $8,917 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $9,153 | 0.01% | 90 | 1 | 1.1% | $102 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $9,174 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9,292 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $9,452 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $9,661 | 0.01% | 194 | 2 | 1.0% | $100 | 加仓 |
| MFC | MANULIFE FINL CORP | $1.02万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.03万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $1.06万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.07万 | 0.01% | 157 | 107 | 214.0% | $7,322 | 加仓 |
| T | AT&T INC | $1.12万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $1.16万 | 0.01% | 229 | 2 | 0.9% | $101 | 加仓 |
| BLK | BLACKROCK INC | $1.17万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.18万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $1.19万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.19万 | 0.01% | 152 | 1 | 0.7% | $78 | 加仓 |
| HRB | BLOCK H &R INC | $1.20万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.21万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $1.21万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $1.25万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.27万 | 0.01% | 50 | -28 | -35.9% | -$7,136 | 减仓 |
| — | GLOBAL X FDS | $1.28万 | 0.01% | 553 | 3 | 0.5% | $69 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1.34万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.40万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $1.42万 | 0.01% | 107 | 107 | — | $1.42万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $1.44万 | 0.01% | 162 | 1 | 0.6% | $89 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1.45万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $1.48万 | 0.01% | 2,940 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.51万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.51万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.52万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.52万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $1.53万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.54万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $1.62万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.67万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.70万 | 0.01% | 155 | 1 | 0.6% | $109 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.71万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1.72万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1.78万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| IQDF | FLEXSHARES TR | $1.82万 | 0.02% | 574 | 1 | 0.2% | $32 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $1.92万 | 0.02% | 8,036 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1.92万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $1.97万 | 0.02% | 548 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $1.97万 | 0.02% | 372 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $1.98万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $1.99万 | 0.02% | 446 | 446 | — | $1.99万 | 新建仓 |
| IHF | ISHARES TR | $1.99万 | 0.02% | 476 | 1 | 0.2% | $42 | 加仓 |
| IVLU | ISHARES TR | $2.00万 | 0.02% | 503 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $2.00万 | 0.02% | 67 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $2.02万 | 0.02% | 1,599 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2.04万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.10万 | 0.02% | 388 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.13万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.15万 | 0.02% | 568 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.19万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.19万 | 0.02% | 36 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2.20万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $2.24万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $2.25万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $2.27万 | 0.02% | 257 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2.33万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $2.33万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2.33万 | 0.02% | 217 | 1 | 0.5% | $108 | 加仓 |
| PFE | PFIZER INC | $2.39万 | 0.02% | 850 | -327 | -27.8% | -$9,176 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.45万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.47万 | 0.02% | 141 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2.51万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.58万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $2.58万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $2.64万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.64万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE &CO | $2.68万 | 0.02% | 91 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $2.71万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.72万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.73万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $2.76万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.77万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $2.82万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $2.84万 | 0.02% | 156 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $2.84万 | 0.02% | 535 | 1 | 0.2% | $53 | 加仓 |
| XSD | SPDR SERIES TRUST | $2.85万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.90万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.90万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $2.91万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.00万 | 0.03% | 1,261 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $3.01万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3.01万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.03万 | 0.03% | 788 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $3.05万 | 0.03% | 175 | 0 | 0.0% | — | 不变 |