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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $139.12万 | 1.04% | 2,171 | 1 | 0.0% | $641 | 加仓 |
| IWB | ISHARES TR | $139.61万 | 1.05% | 3,409 | 6 | 0.2% | $2,457 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $143.80万 | 1.08% | 16,121 | 1,356 | 9.2% | $12.10万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $149.18万 | 1.12% | 11,958 | 296 | 2.5% | $3.69万 | 加仓 |
| AAPL | APPLE INC | $155.33万 | 1.17% | 5,368 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $158.72万 | 1.19% | 39,110 | 1,703 | 4.6% | $6.91万 | 加仓 |
| GOOGL | ALPHABET INC | $161.00万 | 1.21% | 4,505 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $165.64万 | 1.24% | 64,674 | -5,190 | -7.4% | -$13.29万 | 减仓 |
| VHT | VANGUARD WORLD FD | $186.08万 | 1.40% | 6,226 | 13 | 0.2% | $3,885 | 加仓 |
| VV | VANGUARD INDEX FDS | $203.29万 | 1.53% | 5,909 | 14 | 0.2% | $4,816 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $203.52万 | 1.53% | 65,443 | -2,428 | -3.6% | -$7.55万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $204.28万 | 1.53% | 44,705 | -5,366 | -10.7% | -$24.52万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $218.22万 | 1.64% | 11,782 | -522 | -4.2% | -$9.67万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $224.14万 | 1.68% | 6,124 | 5 | 0.1% | $1,830 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $228.63万 | 1.72% | 29,865 | -388 | -1.3% | -$2.97万 | 减仓 |
| SGOV | ISHARES TR | $236.32万 | 1.77% | 23,476 | 1,633 | 7.5% | $16.44万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $260.85万 | 1.96% | 23,111 | -1,101 | -4.5% | -$12.43万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $281.83万 | 2.12% | 95,764 | 225 | 0.2% | $6,622 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $299.07万 | 2.25% | 72,498 | 994 | 1.4% | $4.10万 | 加仓 |
| SMLF | ISHARES TR | $300.51万 | 2.26% | 33,709 | -458 | -1.3% | -$4.08万 | 减仓 |
| VGT | VANGUARD WORLD FD | $341.74万 | 2.57% | 28,589 | -547 | -1.9% | -$6.54万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $355.59万 | 2.67% | 55,570 | 28 | 0.1% | $1,792 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $365.42万 | 2.74% | 79,962 | -1,454 | -1.8% | -$6.64万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $486.36万 | 3.65% | 38,065 | 487 | 1.3% | $6.22万 | 加仓 |
| IVV | ISHARES TR | $491.68万 | 3.69% | 6,566 | -378 | -5.4% | -$28.31万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $543.95万 | 4.09% | 24,962 | 161 | 0.6% | $3.51万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $576.87万 | 4.33% | 170,469 | -107 | -0.1% | -$3,621 | 减仓 |
| VTI | VANGUARD INDEX FDS | $586.10万 | 4.40% | 15,839 | 9 | 0.1% | $3,330 | 加仓 |