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 |
|---|---|---|---|---|---|---|---|---|
| — | AMPLIFY ETF TR | $3.14万 | 0.03% | 2,110 | 876 | 71.0% | $1.30万 | 加仓 |
| LIT | GLOBAL X FDS | $3.14万 | 0.03% | 423 | 1 | 0.2% | $74 | 加仓 |
| CVS | CVS HEALTH CORP | $3.15万 | 0.03% | 438 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.15万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $3.16万 | 0.03% | 625 | 4 | 0.6% | $203 | 加仓 |
| CVX | CHEVRON CORPORATION | $3.19万 | 0.03% | 154 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $3.27万 | 0.03% | 155 | 1 | 0.6% | $211 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3.29万 | 0.03% | 354 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.31万 | 0.03% | 606 | 1 | 0.2% | $55 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $3.38万 | 0.03% | 417 | 3 | 0.7% | $243 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $3.40万 | 0.03% | 586 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $3.43万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $3.44万 | 0.03% | 446 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.44万 | 0.03% | 247 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $3.55万 | 0.03% | 113 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $3.56万 | 0.03% | 705 | 5 | 0.7% | $252 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.56万 | 0.03% | 87 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $3.58万 | 0.03% | 321 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $3.62万 | 0.03% | 418 | 2 | 0.5% | $173 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $3.68万 | 0.03% | 523 | 0 | 0.0% | — | 不变 |
| DBEU | DBX ETF TR | $3.72万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $3.77万 | 0.03% | 831 | 2 | 0.2% | $91 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $3.78万 | 0.03% | 544 | 2 | 0.4% | $139 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3.79万 | 0.03% | 130 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $3.81万 | 0.03% | 596 | 2 | 0.3% | $128 | 加仓 |
| EMXC | ISHARES INC | $3.81万 | 0.03% | 485 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $3.95万 | 0.03% | 268 | 50 | 22.9% | $7,376 | 加仓 |
| SMMV | ISHARES TR | $3.96万 | 0.03% | 908 | 4 | 0.4% | $174 | 加仓 |
| CALF | PACER FDS TR | $4.01万 | 0.03% | 894 | 6 | 0.7% | $269 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $4.03万 | 0.03% | 987 | 6 | 0.6% | $245 | 加仓 |
| QDF | FLEXSHARES TR | $4.05万 | 0.03% | 512 | 1 | 0.2% | $79 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.07万 | 0.03% | 119 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4.11万 | 0.03% | 634 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $4.11万 | 0.03% | 749 | 749 | — | $4.11万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $4.15万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.18万 | 0.04% | 85 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $4.19万 | 0.04% | 248 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $4.29万 | 0.04% | 993 | 658 | 196.4% | $2.84万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4.34万 | 0.04% | 126 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $4.40万 | 0.04% | 415 | -2 | -0.5% | -$212 | 减仓 |
| IXN | ISHARES TR | $4.42万 | 0.04% | 442 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $4.49万 | 0.04% | 503 | 2 | 0.4% | $179 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $4.51万 | 0.04% | 593 | 1 | 0.2% | $76 | 加仓 |
| EFAV | ISHARES TR | $4.51万 | 0.04% | 494 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $4.78万 | 0.04% | 352 | 0 | 0.0% | — | 不变 |
| KEN | KENON HLDGS LTD | $4.81万 | 0.04% | 584 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4.81万 | 0.04% | 641 | 1 | 0.2% | $75 | 加仓 |
| MEAR | ISHARES U S ETF TR | $4.89万 | 0.04% | 971 | 4 | 0.4% | $201 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $4.95万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $5.04万 | 0.04% | 603 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $5.14万 | 0.04% | 394 | 1 | 0.3% | $130 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $5.15万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $5.29万 | 0.04% | 924 | 353 | 61.8% | $2.02万 | 加仓 |
| SNA | SNAP ON INC | $5.30万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $5.42万 | 0.05% | 1,677 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $5.43万 | 0.05% | 778 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $5.52万 | 0.05% | 882 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $5.63万 | 0.05% | 187 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.82万 | 0.05% | 468 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $5.84万 | 0.05% | 969 | 4 | 0.4% | $241 | 加仓 |
| MGV | VANGUARD WORLD FD | $5.86万 | 0.05% | 404 | 2 | 0.5% | $290 | 加仓 |
| SCZ | ISHARES TR | $5.90万 | 0.05% | 753 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $5.91万 | 0.05% | 98 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $5.93万 | 0.05% | 401 | 3 | 0.8% | $444 | 加仓 |
| ITA | ISHARES TR | $5.94万 | 0.05% | 272 | 188 | 223.8% | $4.10万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6.04万 | 0.05% | 328 | 3 | 0.9% | $553 | 加仓 |
| HDV | ISHARES TR | $6.06万 | 0.05% | 446 | 3 | 0.7% | $407 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $6.19万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $6.21万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $6.21万 | 0.05% | 294 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $6.24万 | 0.05% | 633 | 1 | 0.2% | $99 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $6.36万 | 0.05% | 2,186 | -143 | -6.1% | -$4,159 | 减仓 |
| HEFA | ISHARES TR | $6.36万 | 0.05% | 1,497 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $6.37万 | 0.05% | 666 | 427 | 178.7% | $4.08万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $6.43万 | 0.05% | 2,088 | 14 | 0.7% | $431 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $6.51万 | 0.05% | 1,118 | 3 | 0.3% | $175 | 加仓 |
| UL | UNILEVER PLC | $6.58万 | 0.06% | 1,155 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.58万 | 0.06% | 401 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $6.59万 | 0.06% | 1,939 | 1,939 | — | $6.59万 | 新建仓 |
| NVS | NOVARTIS AG | $6.74万 | 0.06% | 441 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $6.74万 | 0.06% | 1,710 | 1 | 0.1% | $39 | 加仓 |
| ABBV | ABBVIE INC | $6.81万 | 0.06% | 313 | 0 | 0.0% | — | 不变 |
| AMSF | AMERISAFE INC | $6.96万 | 0.06% | 2,089 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.01万 | 0.06% | 365 | 1 | 0.3% | $192 | 加仓 |
| KO | COCA COLA CO | $7.14万 | 0.06% | 938 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7.18万 | 0.06% | 764 | 2 | 0.3% | $188 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7.20万 | 0.06% | 117 | 1 | 0.9% | $616 | 加仓 |
| BX | BLACKSTONE INC | $7.22万 | 0.06% | 628 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.33万 | 0.06% | 187 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $7.33万 | 0.06% | 1,599 | 4 | 0.3% | $183 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $7.37万 | 0.06% | 782 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $7.45万 | 0.06% | 194 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $7.49万 | 0.06% | 2,030 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $7.55万 | 0.06% | 369 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $7.63万 | 0.06% | 385 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $7.64万 | 0.06% | 751 | 2 | 0.3% | $204 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.68万 | 0.06% | 463 | 142 | 44.2% | $2.36万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $7.88万 | 0.07% | 1,717 | 12 | 0.7% | $550 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $7.93万 | 0.07% | 713 | 428 | 150.2% | $4.76万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $7.95万 | 0.07% | 1,138 | 0 | 0.0% | — | 不变 |