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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -385 | -100.0% | -$7.63万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -268 | -100.0% | -$3.95万 | 清仓 |
| NFRA | FLEXSHARES TR | $0 | 0.00% | 0 | -596 | -100.0% | -$3.81万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -1,599 | -100.0% | -$2.02万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -372 | -100.0% | -$1.97万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -360 | -100.0% | -$1.53万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -187 | -100.0% | -$1.34万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -152 | -100.0% | -$1.19万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,230 | 清仓 |
| AIA | ISHARES TR | $0 | 0.00% | 0 | -61 | -100.0% | -$6,469 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -133 | -100.0% | -$5,196 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -13 | -100.0% | -$627 | 清仓 |
| NEE | NEXTERA ENERGY INC | $41 | 0.00% | 0 | -354 | -100.0% | -$3.29万 | 清仓 |
| GSK | GSK PLC | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $57 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $65 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $201 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $260 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $302 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $338 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $453 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | TEMA ETF TRUST | $544 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $642 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $667 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $676 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $745 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $919 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $926 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $958 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1,012 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,012 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1,036 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1,075 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,351 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,805 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1,842 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $1,866 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1,899 | 0.00% | 14 | -28 | -66.7% | -$3,798 | 减仓 |
| ALLW | SSGA ACTIVE TR | $2,054 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $2,201 | 0.00% | 51 | 1 | 2.0% | $43 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,300 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2,524 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $2,856 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $2,865 | 0.00% | 500 | 500 | — | $2,865 | 新建仓 |
| ALC | ALCON AG | $3,020 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $3,127 | 0.00% | 16 | 16 | — | $3,127 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $3,437 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VALQ | AMERICAN CENTY ETF TR | $3,615 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $3,669 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $3,767 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $4,359 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $4,466 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4,575 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $5,169 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5,351 | 0.00% | 217 | -336 | -60.8% | -$8,285 | 减仓 |
| INFY | INFOSYS LTD | $5,357 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $5,599 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $5,842 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $5,948 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5,968 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $6,052 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $6,190 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $6,202 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $6,278 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $6,298 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $6,664 | 0.01% | 138 | 138 | — | $6,664 | 新建仓 |
| — | AMPLIFY ETF TR | $6,695 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $6,815 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $7,391 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $7,442 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $7,445 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8,031 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $8,184 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8,265 | 0.01% | 158 | 2 | 1.3% | $105 | 加仓 |
| VCR | VANGUARD WORLD FD | $8,441 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $9,053 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $9,142 | 0.01% | 167 | 1 | 0.6% | $55 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $9,397 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $9,425 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $9,900 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1.02万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.05万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.08万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1.09万 | 0.01% | 92 | 1 | 1.1% | $119 | 加仓 |
| COP | CONOCOPHILLIPS | $1.10万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.13万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $1.17万 | 0.01% | 232 | 3 | 1.3% | $151 | 加仓 |
| BLK | BLACKROCK INC | $1.17万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1.19万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $1.21万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1.23万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $1.24万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1.24万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.34万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $1.35万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $1.35万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.37万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $1.40万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.42万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $1.44万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |