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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $5.43万 | 0.05% | 778 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $5.42万 | 0.05% | 1,677 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $5.30万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $5.29万 | 0.04% | 924 | 353 | 61.8% | $2.02万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $5.15万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $5.14万 | 0.04% | 394 | 1 | 0.3% | $130 | 加仓 |
| IDEV | ISHARES TR | $5.04万 | 0.04% | 603 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $4.95万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $4.89万 | 0.04% | 971 | 4 | 0.4% | $201 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4.81万 | 0.04% | 641 | 1 | 0.2% | $75 | 加仓 |
| KEN | KENON HLDGS LTD | $4.81万 | 0.04% | 584 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $4.78万 | 0.04% | 352 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $4.51万 | 0.04% | 494 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $4.51万 | 0.04% | 593 | 1 | 0.2% | $76 | 加仓 |
| DLN | WISDOMTREE TR | $4.49万 | 0.04% | 503 | 2 | 0.4% | $179 | 加仓 |
| IXN | ISHARES TR | $4.42万 | 0.04% | 442 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $4.40万 | 0.04% | 415 | -2 | -0.5% | -$212 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4.34万 | 0.04% | 126 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $4.29万 | 0.04% | 993 | 658 | 196.4% | $2.84万 | 加仓 |
| IBB | ISHARES TR | $4.19万 | 0.04% | 248 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.18万 | 0.04% | 85 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES U S ETF TR | $4.15万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $4.11万 | 0.03% | 749 | 749 | — | $4.11万 | 新建仓 |
| EEMV | ISHARES INC | $4.11万 | 0.03% | 634 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.07万 | 0.03% | 119 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $4.05万 | 0.03% | 512 | 1 | 0.2% | $79 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $4.03万 | 0.03% | 987 | 6 | 0.6% | $245 | 加仓 |
| CALF | PACER FDS TR | $4.01万 | 0.03% | 894 | 6 | 0.7% | $269 | 加仓 |
| SMMV | ISHARES TR | $3.96万 | 0.03% | 908 | 4 | 0.4% | $174 | 加仓 |
| IYJ | ISHARES TR | $3.95万 | 0.03% | 268 | 50 | 22.9% | $7,376 | 加仓 |
| EMXC | ISHARES INC | $3.81万 | 0.03% | 485 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $3.81万 | 0.03% | 596 | 2 | 0.3% | $128 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3.79万 | 0.03% | 130 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $3.78万 | 0.03% | 544 | 2 | 0.4% | $139 | 加仓 |
| XJH | ISHARES TR | $3.77万 | 0.03% | 831 | 2 | 0.2% | $91 | 加仓 |
| DBEU | DBX ETF TR | $3.72万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $3.68万 | 0.03% | 523 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $3.62万 | 0.03% | 418 | 2 | 0.5% | $173 | 加仓 |
| EFG | ISHARES TR | $3.58万 | 0.03% | 321 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.56万 | 0.03% | 87 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $3.56万 | 0.03% | 705 | 5 | 0.7% | $252 | 加仓 |
| IWO | ISHARES TR | $3.55万 | 0.03% | 113 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.44万 | 0.03% | 247 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $3.44万 | 0.03% | 446 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $3.43万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $3.40万 | 0.03% | 586 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $3.38万 | 0.03% | 417 | 3 | 0.7% | $243 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.31万 | 0.03% | 606 | 1 | 0.2% | $55 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3.29万 | 0.03% | 354 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $3.27万 | 0.03% | 155 | 1 | 0.6% | $211 | 加仓 |
| CVX | CHEVRON CORPORATION | $3.19万 | 0.03% | 154 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $3.16万 | 0.03% | 625 | 4 | 0.6% | $203 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.15万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3.15万 | 0.03% | 438 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $3.14万 | 0.03% | 423 | 1 | 0.2% | $74 | 加仓 |
| — | AMPLIFY ETF TR | $3.14万 | 0.03% | 2,110 | 876 | 71.0% | $1.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.05万 | 0.03% | 175 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.03万 | 0.03% | 788 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3.01万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $3.01万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3.00万 | 0.03% | 1,261 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $2.91万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.90万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.90万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $2.85万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $2.84万 | 0.02% | 535 | 1 | 0.2% | $53 | 加仓 |
| IYW | ISHARES TR | $2.84万 | 0.02% | 156 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $2.82万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.77万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $2.76万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.73万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.72万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $2.71万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE &CO | $2.68万 | 0.02% | 91 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.64万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $2.64万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $2.58万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.58万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2.51万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.47万 | 0.02% | 141 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.45万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2.39万 | 0.02% | 850 | -327 | -27.8% | -$9,176 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2.33万 | 0.02% | 217 | 1 | 0.5% | $108 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $2.33万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2.33万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $2.27万 | 0.02% | 257 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $2.25万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $2.24万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2.20万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.19万 | 0.02% | 36 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.19万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.15万 | 0.02% | 568 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.13万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.10万 | 0.02% | 388 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2.04万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $2.02万 | 0.02% | 1,599 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $2.00万 | 0.02% | 67 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $2.00万 | 0.02% | 503 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $1.99万 | 0.02% | 476 | 1 | 0.2% | $42 | 加仓 |