Harbor Asset Planning, Inc.
BELMONT MA · SEC CIK 0002077050
$1.33亿2026Q2 申报市值
415持仓数
32.6%前十大占比 · 第一大 4.4%
8 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VFMO 加仓+$25.92万
SGOV 加仓+$16.44万
AVDE 加仓+$12.10万
PWB 加仓+$10.02万
SPMD 新建仓+$9.49万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$28.31万
DIVO 减仓-$24.52万
JEPI 减仓-$15.73万
FNDA 减仓-$14.49万
FLTR 减仓-$13.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $4.46万 | 0.03% | 113 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $4.50万 | 0.03% | 418 | 3 | 0.7% | $323 | 加仓 |
| CALF | PACER FDS TR | $4.53万 | 0.03% | 895 | 1 | 0.1% | $51 | 加仓 |
| CVS | CVS HEALTH CORP | $4.54万 | 0.03% | 438 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $4.55万 | 0.03% | 755 | 6 | 0.8% | $362 | 加仓 |
| QDF | FLEXSHARES TR | $4.63万 | 0.03% | 514 | 2 | 0.4% | $180 | 加仓 |
| IBB | ISHARES TR | $4.72万 | 0.04% | 248 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4.82万 | 0.04% | 640 | 6 | 0.9% | $452 | 加仓 |
| DLN | WISDOMTREE TR | $4.86万 | 0.04% | 505 | 2 | 0.4% | $193 | 加仓 |
| VLUE | ISHARES TR | $4.89万 | 0.04% | 245 | 245 | — | $4.89万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $4.93万 | 0.04% | 978 | 7 | 0.7% | $353 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $5.14万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $5.16万 | 0.04% | 993 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $5.27万 | 0.04% | 187 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.30万 | 0.04% | 468 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.39万 | 0.04% | 644 | 3 | 0.5% | $251 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $5.42万 | 0.04% | 245 | 245 | — | $5.42万 | 新建仓 |
| IDEV | ISHARES TR | $5.45万 | 0.04% | 612 | 9 | 1.5% | $801 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $5.48万 | 0.04% | 355 | 2 | 0.6% | $309 | 加仓 |
| HON | HONEYWELL INTL INC | $5.49万 | 0.04% | 245 | -246 | -50.1% | -$5.51万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $5.56万 | 0.04% | 396 | 2 | 0.5% | $281 | 加仓 |
| IFRA | ISHARES TR | $5.84万 | 0.04% | 927 | 3 | 0.3% | $189 | 加仓 |
| TRP | TC ENERGY CORP | $5.85万 | 0.04% | 882 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $5.88万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5.97万 | 0.04% | 296 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $6.10万 | 0.05% | 586 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $6.16万 | 0.05% | 2,247 | 17 | 0.8% | $466 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $6.24万 | 0.05% | 352 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $6.28万 | 0.05% | 764 | 11 | 1.5% | $904 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $6.37万 | 0.05% | 403 | 2 | 0.5% | $316 | 加仓 |
| IXN | ISHARES TR | $6.40万 | 0.05% | 443 | 1 | 0.2% | $144 | 加仓 |
| IEMG | ISHARES INC | $6.47万 | 0.05% | 781 | 3 | 0.4% | $249 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6.51万 | 0.05% | 330 | 2 | 0.6% | $394 | 加仓 |
| XSD | SPDR SERIES TRUST | $6.57万 | 0.05% | 105 | 18 | 20.7% | $1.13万 | 加仓 |
| ITA | ISHARES TR | $6.58万 | 0.05% | 272 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $6.63万 | 0.05% | 406 | 2 | 0.5% | $327 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $6.65万 | 0.05% | 711 | 118 | 19.9% | $1.10万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $6.78万 | 0.05% | 973 | 4 | 0.4% | $279 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6.81万 | 0.05% | 99 | 1 | 1.0% | $688 | 加仓 |
| IEFA | ISHARES TR | $6.81万 | 0.05% | 705 | -572 | -44.8% | -$5.52万 | 减仓 |
| ESGD | ISHARES TR | $6.88万 | 0.05% | 670 | 4 | 0.6% | $411 | 加仓 |
| NVS | NOVARTIS AG | $6.91万 | 0.05% | 441 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6.95万 | 0.05% | 1,156 | 1 | 0.1% | $60 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $6.96万 | 0.05% | 1,735 | 25 | 1.5% | $1,003 | 加仓 |
| CAH | CARDINAL HEALTH INC | $6.98万 | 0.05% | 294 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.01万 | 0.05% | 397 | -66 | -14.3% | -$1.17万 | 减仓 |
| HEFA | ISHARES TR | $7.03万 | 0.05% | 1,497 | 0 | 0.0% | — | 不变 |
| AMSF | AMERISAFE INC | $7.07万 | 0.05% | 2,089 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $7.08万 | 0.05% | 767 | 3 | 0.4% | $277 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $7.21万 | 0.05% | 454 | 454 | — | $7.21万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7.22万 | 0.05% | 1,960 | 21 | 1.1% | $774 | 加仓 |
| BX | BLACKSTONE INC | $7.39万 | 0.06% | 628 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY COVINGTON TRUST | $7.53万 | 0.06% | 1,972 | 1,760 | 830.2% | $6.72万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $7.62万 | 0.06% | 1,120 | 2 | 0.2% | $136 | 加仓 |
| KO | COCA COLA CO | $7.66万 | 0.06% | 943 | 5 | 0.5% | $406 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $7.74万 | 0.06% | 634 | 1 | 0.2% | $122 | 加仓 |
| PEP | PEPSICO INC | $7.77万 | 0.06% | 574 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.79万 | 0.06% | 366 | 1 | 0.3% | $213 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $7.83万 | 0.06% | 1,727 | 10 | 0.6% | $453 | 加仓 |
| ABBV | ABBVIE INC | $7.88万 | 0.06% | 313 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $7.88万 | 0.06% | 3,208 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $7.92万 | 0.06% | 2,192 | 6 | 0.3% | $217 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $8.12万 | 0.06% | 3,239 | 35 | 1.1% | $877 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8.23万 | 0.06% | 117 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $8.36万 | 0.06% | 635 | -218 | -25.6% | -$2.87万 | 减仓 |
| EUSA | ISHARES INC | $8.50万 | 0.06% | 745 | -6 | -0.8% | -$685 | 减仓 |
| IIIV | I3 VERTICALS INC | $8.54万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $8.55万 | 0.06% | 1,729 | -139 | -7.4% | -$6,873 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $8.59万 | 0.06% | 726 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $8.61万 | 0.06% | 1,138 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8.77万 | 0.07% | 1,092 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $8.93万 | 0.07% | 1,602 | 3 | 0.2% | $167 | 加仓 |
| PSX | PHILLIPS 66 | $9.02万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $9.05万 | 0.07% | 2,136 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $9.08万 | 0.07% | 2,030 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $9.34万 | 0.07% | 88 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $9.44万 | 0.07% | 3,406 | 19 | 0.6% | $526 | 加仓 |
| SPMD | SPDR SERIES TRUST | $9.49万 | 0.07% | 1,405 | 1,405 | — | $9.49万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $9.66万 | 0.07% | 1,222 | 14 | 1.2% | $1,106 | 加仓 |
| NUMG | NUSHARES ETF TR | $9.67万 | 0.07% | 2,058 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $9.73万 | 0.07% | 369 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $9.76万 | 0.07% | 1,077 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $10.39万 | 0.08% | 1,347 | 2 | 0.1% | $154 | 加仓 |
| SPYM | SPDR SERIES TRUST | $10.53万 | 0.08% | 1,198 | 3 | 0.3% | $264 | 加仓 |
| IAK | ISHARES TR | $10.56万 | 0.08% | 751 | 2 | 0.3% | $281 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $10.67万 | 0.08% | 276 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $10.69万 | 0.08% | 1,327 | 7 | 0.5% | $564 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $10.79万 | 0.08% | 2,141 | 30 | 1.4% | $1,512 | 加仓 |
| KKR | KKR & CO INC | $10.99万 | 0.08% | 1,197 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $10.99万 | 0.08% | 750 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $10.99万 | 0.08% | 506 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $11.28万 | 0.08% | 880 | 167 | 23.4% | $2.14万 | 加仓 |
| GOOG | ALPHABET INC | $11.31万 | 0.08% | 320 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $11.41万 | 0.09% | 693 | 1 | 0.1% | $165 | 加仓 |
| IXJ | ISHARES TR | $11.44万 | 0.09% | 1,163 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $11.54万 | 0.09% | 1,708 | 3 | 0.2% | $203 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $11.77万 | 0.09% | 830 | 2 | 0.2% | $284 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $12.16万 | 0.09% | 3,029 | 27 | 0.9% | $1,084 | 加仓 |
| CSCO | CISCO SYS INC | $12.18万 | 0.09% | 1,036 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $12.39万 | 0.09% | 1,211 | 726 | 149.7% | $7.43万 | 加仓 |