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 |
|---|---|---|---|---|---|---|---|---|
| VRIG | INVESCO ACTIVELY MANAGED EXC | $8.02万 | 0.07% | 3,204 | 3,204 | — | $8.02万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $8.04万 | 0.07% | 506 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $8.04万 | 0.07% | 1,036 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $8.08万 | 0.07% | 276 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $8.09万 | 0.07% | 726 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $8.38万 | 0.07% | 3,387 | -140 | -4.0% | -$3,464 | 减仓 |
| NUMG | NUSHARES ETF TR | $8.46万 | 0.07% | 2,058 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $8.62万 | 0.07% | 1,077 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8.67万 | 0.07% | 1,092 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.91万 | 0.07% | 574 | 0 | 0.0% | — | 不变 |
| IIIV | I3 VERTICALS INC | $8.94万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $9.08万 | 0.08% | 1,345 | 3 | 0.2% | $203 | 加仓 |
| SPYM | SPDR SERIES TRUST | $9.14万 | 0.08% | 1,195 | 3 | 0.3% | $230 | 加仓 |
| GOOG | ALPHABET INC | $9.19万 | 0.08% | 320 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $9.21万 | 0.08% | 3,208 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $9.50万 | 0.08% | 330 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $9.58万 | 0.08% | 1,208 | 70 | 6.2% | $5,550 | 加仓 |
| IAK | ISHARES TR | $9.61万 | 0.08% | 749 | 12 | 1.6% | $1,540 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9.64万 | 0.08% | 2,111 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.72万 | 0.08% | 533 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $9.97万 | 0.08% | 1,868 | -194 | -9.4% | -$1.04万 | 减仓 |
| IWS | ISHARES TR | $10.07万 | 0.08% | 692 | 3 | 0.4% | $437 | 加仓 |
| VFH | VANGUARD WORLD FD | $10.31万 | 0.09% | 853 | 83 | 10.8% | $1.00万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $10.36万 | 0.09% | 828 | 3 | 0.4% | $375 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $10.72万 | 0.09% | 2,136 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $10.88万 | 0.09% | 1,163 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $10.90万 | 0.09% | 2,020 | 13 | 0.6% | $701 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $10.90万 | 0.09% | 1,705 | 152 | 9.8% | $9,716 | 加仓 |
| NULG | NUSHARES ETF TR | $10.99万 | 0.09% | 1,208 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $11.03万 | 0.09% | 750 | 0 | 0.0% | — | 不变 |
| KKR | KKR &CO INC | $11.08万 | 0.09% | 1,197 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $11.10万 | 0.09% | 491 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $11.17万 | 0.09% | 3,002 | 3,002 | — | $11.17万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $11.47万 | 0.10% | 2,534 | 1 | 0.0% | $45 | 加仓 |
| IEFA | ISHARES TR | $11.56万 | 0.10% | 1,277 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $11.77万 | 0.10% | 1,677 | 8 | 0.5% | $561 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.80万 | 0.10% | 349 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $12.21万 | 0.10% | 3,004 | 2,811 | 1,456.5% | $11.42万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $12.38万 | 0.10% | 857 | 1 | 0.1% | $144 | 加仓 |
| MTUM | ISHARES TR | $13.44万 | 0.11% | 560 | 1 | 0.2% | $240 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $13.68万 | 0.12% | 2,730 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $13.75万 | 0.12% | 138 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $14.04万 | 0.12% | 2,290 | 6 | 0.3% | $368 | 加仓 |
| IJS | ISHARES TR | $14.15万 | 0.12% | 1,195 | 3 | 0.3% | $355 | 加仓 |
| AVGO | BROADCOM INC | $14.24万 | 0.12% | 460 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $14.64万 | 0.12% | 772 | 0 | 0.0% | — | 不变 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $15.14万 | 0.13% | 2,435 | 7 | 0.3% | $435 | 加仓 |
| IVW | ISHARES TR | $15.28万 | 0.13% | 1,351 | 1 | 0.1% | $113 | 加仓 |
| ESGU | ISHARES TR | $16.34万 | 0.14% | 1,156 | 1,156 | — | $16.34万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $17.04万 | 0.14% | 3,367 | 33 | 1.0% | $1,671 | 加仓 |
| — | EXXON MOBIL CORP | $17.90万 | 0.15% | 1,055 | 1 | 0.1% | $170 | 加仓 |
| NUSC | NUSHARES ETF TR | $18.18万 | 0.15% | 4,034 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $18.21万 | 0.15% | 2,613 | 14 | 0.5% | $976 | 加仓 |
| LLY | ELI LILLY &CO | $18.42万 | 0.16% | 200 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $18.74万 | 0.16% | 2,133 | 6 | 0.3% | $527 | 加仓 |
| INTC | INTEL CORP | $18.91万 | 0.16% | 4,286 | -126 | -2.9% | -$5,560 | 减仓 |
| AIQ | GLOBAL X FDS | $18.98万 | 0.16% | 4,066 | 195 | 5.0% | $9,102 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $19.02万 | 0.16% | 1,650 | 7 | 0.4% | $807 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $19.03万 | 0.16% | 6,996 | 27 | 0.4% | $734 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $19.16万 | 0.16% | 3,915 | -122 | -3.0% | -$5,970 | 减仓 |
| POWR | ISHARES INC | $19.69万 | 0.17% | 7,506 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $20.07万 | 0.17% | 631 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $20.62万 | 0.17% | 1,561 | 3 | 0.2% | $396 | 加仓 |
| — | TIDAL TRUST I | $20.82万 | 0.18% | 5,133 | 140 | 2.8% | $5,678 | 加仓 |
| PHM | PULTE GROUP INC | $22.18万 | 0.19% | 1,886 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $22.41万 | 0.19% | 5,897 | 3,943 | 201.8% | $14.98万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $22.69万 | 0.19% | 928 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $23.66万 | 0.20% | 1,136 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $24.07万 | 0.20% | 2,293 | 2 | 0.1% | $210 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.49万 | 0.21% | 376 | -28 | -6.9% | -$1.82万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $25.02万 | 0.21% | 2,211 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $25.32万 | 0.21% | 8,301 | 38 | 0.5% | $1,159 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.70万 | 0.22% | 4,011 | 8 | 0.2% | $513 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $26.26万 | 0.22% | 3,034 | 8 | 0.3% | $692 | 加仓 |
| IWY | ISHARES TR | $26.26万 | 0.22% | 1,056 | 2 | 0.2% | $497 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $28.18万 | 0.24% | 2,541 | 100 | 4.1% | $1.11万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $28.56万 | 0.24% | 4,584 | 4,584 | — | $28.56万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.55万 | 0.25% | 3,186 | 1 | 0.0% | $93 | 加仓 |
| ESGV | VANGUARD WORLD FD | $30.20万 | 0.25% | 2,690 | -129 | -4.6% | -$1.45万 | 减仓 |
| VDE | VANGUARD WORLD FD | $30.98万 | 0.26% | 1,790 | 584 | 48.4% | $10.11万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $31.11万 | 0.26% | 1,432 | 8 | 0.6% | $1,738 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $32.36万 | 0.27% | 2,569 | 651 | 33.9% | $8.20万 | 加仓 |
| VOX | VANGUARD WORLD FD | $32.76万 | 0.28% | 1,819 | 59 | 3.4% | $1.06万 | 加仓 |
| DVY | ISHARES TR | $33.33万 | 0.28% | 2,202 | 72 | 3.4% | $1.09万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $33.98万 | 0.29% | 4,759 | 26 | 0.5% | $1,856 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $34.09万 | 0.29% | 2,197 | 579 | 35.8% | $8.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.15万 | 0.30% | 1,341 | 4 | 0.3% | $1,048 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.32万 | 0.30% | 737 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $35.86万 | 0.30% | 7,057 | 225 | 3.3% | $1.14万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $37.28万 | 0.31% | 7,550 | 38 | 0.5% | $1,876 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.57万 | 0.32% | 1,793 | 5 | 0.3% | $1,076 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.79万 | 0.33% | 12,643 | 85 | 0.7% | $2,608 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $39.22万 | 0.33% | 2,705 | 1,050 | 63.4% | $15.22万 | 加仓 |
| IJR | ISHARES TR | $39.25万 | 0.33% | 3,159 | 7 | 0.2% | $870 | 加仓 |
| VDC | VANGUARD WORLD FD | $42.21万 | 0.36% | 1,880 | 11 | 0.6% | $2,470 | 加仓 |
| ADSK | AUTODESK INC | $42.66万 | 0.36% | 1,782 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $45.26万 | 0.38% | 2,360 | -224 | -8.7% | -$4.30万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $46.99万 | 0.40% | 12,955 | 36 | 0.3% | $1,306 | 加仓 |
| VPU | VANGUARD WORLD FD | $47.32万 | 0.40% | 2,387 | 16 | 0.7% | $3,172 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $47.61万 | 0.40% | 2,416 | 1,719 | 246.6% | $33.87万 | 加仓 |