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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $507.90万 | 4.27% | 15,830 | 6 | 0.0% | $1,925 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $496.89万 | 4.18% | 170,576 | 7,584 | 4.7% | $22.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $486.64万 | 4.09% | 24,801 | 1,081 | 4.6% | $21.21万 | 加仓 |
| IVV | ISHARES TR | $453.73万 | 3.82% | 6,944 | 17 | 0.2% | $1.11万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $431.79万 | 3.63% | 37,578 | 2,243 | 6.3% | $25.77万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $351.16万 | 2.95% | 81,416 | -918 | -1.1% | -$3.96万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $319.83万 | 2.69% | 55,542 | 3,302 | 6.3% | $19.01万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $278.57万 | 2.34% | 71,504 | 655 | 0.9% | $2.55万 | 加仓 |
| SMLF | ISHARES TR | $257.93万 | 2.17% | 34,167 | -1,748 | -4.9% | -$13.20万 | 减仓 |
| VGT | VANGUARD WORLD FD | $254.14万 | 2.14% | 3,642 | 40 | 1.1% | $2.79万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $250.26万 | 2.11% | 24,212 | -714 | -2.9% | -$7.38万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $244.96万 | 2.06% | 95,539 | -10 | -0.0% | -$256 | 减仓 |
| DIVO | AMPLIFY ETF TR | $224.56万 | 1.89% | 50,071 | 1,395 | 2.9% | $6.26万 | 加仓 |
| SGOV | ISHARES TR | $219.88万 | 1.85% | 21,843 | 70 | 0.3% | $7,046 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $212.37万 | 1.79% | 30,253 | 1,284 | 4.4% | $9.01万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $198.95万 | 1.67% | 12,304 | 250 | 2.1% | $4.04万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $189.02万 | 1.59% | 67,871 | 274 | 0.4% | $7,631 | 加仓 |
| VBK | VANGUARD INDEX FDS | $185.06万 | 1.56% | 6,119 | 7 | 0.1% | $2,117 | 加仓 |
| FLTR | VANECK ETF TRUST | $178.02万 | 1.50% | 69,864 | 23,907 | 52.0% | $60.92万 | 加仓 |
| VV | VANGUARD INDEX FDS | $176.24万 | 1.48% | 5,895 | -699 | -10.6% | -$20.90万 | 减仓 |
| VHT | VANGUARD WORLD FD | $169.21万 | 1.42% | 6,213 | 9 | 0.1% | $2,451 | 加仓 |
| AAPL | APPLE INC | $136.22万 | 1.15% | 5,368 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $134.52万 | 1.13% | 37,407 | 3,451 | 10.2% | $12.41万 | 加仓 |
| GOOGL | ALPHABET INC | $129.55万 | 1.09% | 4,505 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $128.83万 | 1.08% | 11,662 | 477 | 4.3% | $5.27万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $126.07万 | 1.06% | 22,824 | 182 | 0.8% | $1.01万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $125.28万 | 1.05% | 14,765 | 9,233 | 166.9% | $78.34万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $124.44万 | 1.05% | 13,204 | 309 | 2.4% | $2.91万 | 加仓 |
| IWB | ISHARES TR | $121.31万 | 1.02% | 3,403 | 7 | 0.2% | $2,495 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $119.83万 | 1.01% | 16,901 | 1,047 | 6.6% | $7.42万 | 加仓 |
| IWF | ISHARES TR | $115.52万 | 0.97% | 2,710 | 4 | 0.1% | $1,705 | 加仓 |
| VUG | VANGUARD INDEX FDS | $112.62万 | 0.95% | 2,577 | -33 | -1.3% | -$1.44万 | 减仓 |
| MGC | VANGUARD WORLD FD | $112.21万 | 0.94% | 4,749 | 15 | 0.3% | $3,544 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $104.68万 | 0.88% | 32,279 | -29 | -0.1% | -$940 | 减仓 |
| FLOT | ISHARES TR | $101.61万 | 0.85% | 19,945 | -2,597 | -11.5% | -$13.23万 | 减仓 |
| COWZ | PACER FDS TR | $90.37万 | 0.76% | 14,444 | -1,151 | -7.4% | -$7.20万 | 减仓 |
| IWR | ISHARES TR | $90.13万 | 0.76% | 9,269 | 90 | 1.0% | $8,751 | 加仓 |
| IWD | ISHARES TR | $81.79万 | 0.69% | 3,827 | 58 | 1.5% | $1.24万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $74.56万 | 0.63% | 15,687 | 69 | 0.4% | $3,280 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $71.90万 | 0.60% | 20,595 | 94 | 0.5% | $3,282 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $71.67万 | 0.60% | 12,644 | -1,097 | -8.0% | -$6.22万 | 减仓 |
| SOXX | ISHARES TR | $71.33万 | 0.60% | 2,170 | 18 | 0.8% | $5,917 | 加仓 |
| MSFT | MICROSOFT CORP | $71.24万 | 0.60% | 1,925 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $68.78万 | 0.58% | 5,675 | 12 | 0.2% | $1,454 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $67.29万 | 0.57% | 10,026 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $65.28万 | 0.55% | 9,776 | 317 | 3.4% | $2.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $64.55万 | 0.54% | 1,118 | 2 | 0.2% | $1,155 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $64.42万 | 0.54% | 8,567 | 13 | 0.2% | $977 | 加仓 |
| IYG | ISHARES TR | $58.42万 | 0.49% | 7,052 | 16 | 0.2% | $1,326 | 加仓 |
| SDY | SPDR SERIES TRUST | $58.28万 | 0.49% | 3,993 | 23 | 0.6% | $3,357 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $56.68万 | 0.48% | 18,774 | -217 | -1.1% | -$6,551 | 减仓 |
| HD | HOME DEPOT INC | $52.50万 | 0.44% | 1,596 | 0 | 0.0% | — | 不变 |
| ATNI | ATN INTL INC | $51.08万 | 0.43% | 18,767 | 229 | 1.2% | $6,233 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $49.61万 | 0.42% | 19,767 | 56 | 0.3% | $1,406 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $48.22万 | 0.41% | 6,593 | 34 | 0.5% | $2,487 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.88万 | 0.40% | 3,604 | -94 | -2.5% | -$1.25万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $47.61万 | 0.40% | 2,416 | 1,719 | 246.6% | $33.87万 | 加仓 |
| VPU | VANGUARD WORLD FD | $47.32万 | 0.40% | 2,387 | 16 | 0.7% | $3,172 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $46.99万 | 0.40% | 12,955 | 36 | 0.3% | $1,306 | 加仓 |
| QUAL | ISHARES TR | $45.26万 | 0.38% | 2,360 | -224 | -8.7% | -$4.30万 | 减仓 |
| ADSK | AUTODESK INC | $42.66万 | 0.36% | 1,782 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $42.21万 | 0.36% | 1,880 | 11 | 0.6% | $2,470 | 加仓 |
| IJR | ISHARES TR | $39.25万 | 0.33% | 3,159 | 7 | 0.2% | $870 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $39.22万 | 0.33% | 2,705 | 1,050 | 63.4% | $15.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.79万 | 0.33% | 12,643 | 85 | 0.7% | $2,608 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.57万 | 0.32% | 1,793 | 5 | 0.3% | $1,076 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $37.28万 | 0.31% | 7,550 | 38 | 0.5% | $1,876 | 加仓 |
| PAVE | GLOBAL X FDS | $35.86万 | 0.30% | 7,057 | 225 | 3.3% | $1.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.32万 | 0.30% | 737 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $35.15万 | 0.30% | 1,341 | 4 | 0.3% | $1,048 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $34.09万 | 0.29% | 2,197 | 579 | 35.8% | $8.98万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $33.98万 | 0.29% | 4,759 | 26 | 0.5% | $1,856 | 加仓 |
| DVY | ISHARES TR | $33.33万 | 0.28% | 2,202 | 72 | 3.4% | $1.09万 | 加仓 |
| VOX | VANGUARD WORLD FD | $32.76万 | 0.28% | 1,819 | 59 | 3.4% | $1.06万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $32.36万 | 0.27% | 2,569 | 651 | 33.9% | $8.20万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $31.11万 | 0.26% | 1,432 | 8 | 0.6% | $1,738 | 加仓 |
| VDE | VANGUARD WORLD FD | $30.98万 | 0.26% | 1,790 | 584 | 48.4% | $10.11万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $30.20万 | 0.25% | 2,690 | -129 | -4.6% | -$1.45万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.55万 | 0.25% | 3,186 | 1 | 0.0% | $93 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $28.56万 | 0.24% | 4,584 | 4,584 | — | $28.56万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $28.18万 | 0.24% | 2,541 | 100 | 4.1% | $1.11万 | 加仓 |
| IWY | ISHARES TR | $26.26万 | 0.22% | 1,056 | 2 | 0.2% | $497 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $26.26万 | 0.22% | 3,034 | 8 | 0.3% | $692 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.70万 | 0.22% | 4,011 | 8 | 0.2% | $513 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.32万 | 0.21% | 8,301 | 38 | 0.5% | $1,159 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $25.02万 | 0.21% | 2,211 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.49万 | 0.21% | 376 | -28 | -6.9% | -$1.82万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $24.07万 | 0.20% | 2,293 | 2 | 0.1% | $210 | 加仓 |
| AMZN | AMAZON COM INC | $23.66万 | 0.20% | 1,136 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON &JOHNSON | $22.69万 | 0.19% | 928 | 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 |
| PHM | PULTE GROUP INC | $22.18万 | 0.19% | 1,886 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $20.82万 | 0.18% | 5,133 | 140 | 2.8% | $5,678 | 加仓 |
| SUSA | ISHARES TR | $20.62万 | 0.17% | 1,561 | 3 | 0.2% | $396 | 加仓 |
| ADI | ANALOG DEVICES INC | $20.07万 | 0.17% | 631 | 0 | 0.0% | — | 不变 |
| POWR | ISHARES INC | $19.69万 | 0.17% | 7,506 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $19.16万 | 0.16% | 3,915 | -122 | -3.0% | -$5,970 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $19.03万 | 0.16% | 6,996 | 27 | 0.4% | $734 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $19.02万 | 0.16% | 1,650 | 7 | 0.4% | $807 | 加仓 |
| AIQ | GLOBAL X FDS | $18.98万 | 0.16% | 4,066 | 195 | 5.0% | $9,102 | 加仓 |