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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $18.91万 | 0.16% | 4,286 | -126 | -2.9% | -$5,560 | 减仓 |
| DGRW | WISDOMTREE TR | $18.74万 | 0.16% | 2,133 | 6 | 0.3% | $527 | 加仓 |
| LLY | ELI LILLY &CO | $18.42万 | 0.16% | 200 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $18.21万 | 0.15% | 2,613 | 14 | 0.5% | $976 | 加仓 |
| NUSC | NUSHARES ETF TR | $18.18万 | 0.15% | 4,034 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $17.90万 | 0.15% | 1,055 | 1 | 0.1% | $170 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $17.04万 | 0.14% | 3,367 | 33 | 1.0% | $1,671 | 加仓 |
| ESGU | ISHARES TR | $16.34万 | 0.14% | 1,156 | 1,156 | — | $16.34万 | 新建仓 |
| IVW | ISHARES TR | $15.28万 | 0.13% | 1,351 | 1 | 0.1% | $113 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $15.14万 | 0.13% | 2,435 | 7 | 0.3% | $435 | 加仓 |
| DHR | DANAHER CORP DEL | $14.64万 | 0.12% | 772 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $14.24万 | 0.12% | 460 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $14.15万 | 0.12% | 1,195 | 3 | 0.3% | $355 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $14.04万 | 0.12% | 2,290 | 6 | 0.3% | $368 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $13.75万 | 0.12% | 138 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $13.68万 | 0.12% | 2,730 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $13.44万 | 0.11% | 560 | 1 | 0.2% | $240 | 加仓 |
| PG | PROCTER &GAMBLE CO | $12.38万 | 0.10% | 857 | 1 | 0.1% | $144 | 加仓 |
| — | SPDR INDEX SHS FDS | $12.21万 | 0.10% | 3,004 | 2,811 | 1,456.5% | $11.42万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.80万 | 0.10% | 349 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $11.77万 | 0.10% | 1,677 | 8 | 0.5% | $561 | 加仓 |
| IEFA | ISHARES TR | $11.56万 | 0.10% | 1,277 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $11.47万 | 0.10% | 2,534 | 1 | 0.0% | $45 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $11.17万 | 0.09% | 3,002 | 3,002 | — | $11.17万 | 新建仓 |
| — | HONEYWELL INTL INC | $11.10万 | 0.09% | 491 | 0 | 0.0% | — | 不变 |
| KKR | KKR &CO INC | $11.08万 | 0.09% | 1,197 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $11.03万 | 0.09% | 750 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $10.99万 | 0.09% | 1,208 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $10.90万 | 0.09% | 1,705 | 152 | 9.8% | $9,716 | 加仓 |
| DIVB | ISHARES TR | $10.90万 | 0.09% | 2,020 | 13 | 0.6% | $701 | 加仓 |
| IXJ | ISHARES TR | $10.88万 | 0.09% | 1,163 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $10.72万 | 0.09% | 2,136 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $10.36万 | 0.09% | 828 | 3 | 0.4% | $375 | 加仓 |
| VFH | VANGUARD WORLD FD | $10.31万 | 0.09% | 853 | 83 | 10.8% | $1.00万 | 加仓 |
| IWS | ISHARES TR | $10.07万 | 0.08% | 692 | 3 | 0.4% | $437 | 加仓 |
| IHI | ISHARES TR | $9.97万 | 0.08% | 1,868 | -194 | -9.4% | -$1.04万 | 减仓 |
| PSX | PHILLIPS 66 | $9.72万 | 0.08% | 533 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $9.64万 | 0.08% | 2,111 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $9.61万 | 0.08% | 749 | 12 | 1.6% | $1,540 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $9.58万 | 0.08% | 1,208 | 70 | 6.2% | $5,550 | 加仓 |
| VO | VANGUARD INDEX FDS | $9.50万 | 0.08% | 330 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $9.21万 | 0.08% | 3,208 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $9.19万 | 0.08% | 320 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.14万 | 0.08% | 1,195 | 3 | 0.3% | $230 | 加仓 |
| IJH | ISHARES TR | $9.08万 | 0.08% | 1,345 | 3 | 0.2% | $203 | 加仓 |
| IIIV | I3 VERTICALS INC | $8.94万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.91万 | 0.07% | 574 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8.67万 | 0.07% | 1,092 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $8.62万 | 0.07% | 1,077 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $8.46万 | 0.07% | 2,058 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $8.38万 | 0.07% | 3,387 | -140 | -4.0% | -$3,464 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $8.09万 | 0.07% | 726 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $8.08万 | 0.07% | 276 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $8.04万 | 0.07% | 1,036 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $8.04万 | 0.07% | 506 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $8.02万 | 0.07% | 3,204 | 3,204 | — | $8.02万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $7.95万 | 0.07% | 1,138 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $7.93万 | 0.07% | 713 | 428 | 150.2% | $4.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $7.88万 | 0.07% | 1,717 | 12 | 0.7% | $550 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.68万 | 0.06% | 463 | 142 | 44.2% | $2.36万 | 加仓 |
| EUSA | ISHARES INC | $7.64万 | 0.06% | 751 | 2 | 0.3% | $204 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $7.63万 | 0.06% | 385 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $7.55万 | 0.06% | 369 | 0 | 0.0% | — | 不变 |
| HEEM | ISHARES INC | $7.49万 | 0.06% | 2,030 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $7.45万 | 0.06% | 194 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $7.37万 | 0.06% | 782 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $7.33万 | 0.06% | 1,599 | 4 | 0.3% | $183 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.33万 | 0.06% | 187 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7.22万 | 0.06% | 628 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7.20万 | 0.06% | 117 | 1 | 0.9% | $616 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $7.18万 | 0.06% | 764 | 2 | 0.3% | $188 | 加仓 |
| KO | COCA COLA CO | $7.14万 | 0.06% | 938 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.01万 | 0.06% | 365 | 1 | 0.3% | $192 | 加仓 |
| AMSF | AMERISAFE INC | $6.96万 | 0.06% | 2,089 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $6.81万 | 0.06% | 313 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $6.74万 | 0.06% | 1,710 | 1 | 0.1% | $39 | 加仓 |
| NVS | NOVARTIS AG | $6.74万 | 0.06% | 441 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $6.59万 | 0.06% | 1,939 | 1,939 | — | $6.59万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $6.58万 | 0.06% | 401 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6.58万 | 0.06% | 1,155 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $6.51万 | 0.05% | 1,118 | 3 | 0.3% | $175 | 加仓 |
| FLRN | SPDR SERIES TRUST | $6.43万 | 0.05% | 2,088 | 14 | 0.7% | $431 | 加仓 |
| ESGD | ISHARES TR | $6.37万 | 0.05% | 666 | 427 | 178.7% | $4.08万 | 加仓 |
| HEFA | ISHARES TR | $6.36万 | 0.05% | 1,497 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $6.36万 | 0.05% | 2,186 | -143 | -6.1% | -$4,159 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $6.24万 | 0.05% | 633 | 1 | 0.2% | $99 | 加仓 |
| CAH | CARDINAL HEALTH INC | $6.21万 | 0.05% | 294 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $6.21万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $6.19万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $6.06万 | 0.05% | 446 | 3 | 0.7% | $407 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6.04万 | 0.05% | 328 | 3 | 0.9% | $553 | 加仓 |
| ITA | ISHARES TR | $5.94万 | 0.05% | 272 | 188 | 223.8% | $4.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5.93万 | 0.05% | 401 | 3 | 0.8% | $444 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5.91万 | 0.05% | 98 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $5.90万 | 0.05% | 753 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $5.86万 | 0.05% | 404 | 2 | 0.5% | $290 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $5.84万 | 0.05% | 969 | 4 | 0.4% | $241 | 加仓 |
| WMT | WALMART INC | $5.82万 | 0.05% | 468 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $5.63万 | 0.05% | 187 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $5.52万 | 0.05% | 882 | 0 | 0.0% | — | 不变 |