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 |
|---|---|---|---|---|---|---|---|---|
| BMO | BANK MONTREAL MEDIUM | $6.24万 | 0.05% | 352 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $6.16万 | 0.05% | 2,247 | 17 | 0.8% | $466 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $6.10万 | 0.05% | 586 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $5.97万 | 0.04% | 296 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $5.88万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $5.85万 | 0.04% | 882 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $5.84万 | 0.04% | 927 | 3 | 0.3% | $189 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $5.56万 | 0.04% | 396 | 2 | 0.5% | $281 | 加仓 |
| HON | HONEYWELL INTL INC | $5.49万 | 0.04% | 245 | -246 | -50.1% | -$5.51万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $5.48万 | 0.04% | 355 | 2 | 0.6% | $309 | 加仓 |
| IDEV | ISHARES TR | $5.45万 | 0.04% | 612 | 9 | 1.5% | $801 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $5.42万 | 0.04% | 245 | 245 | — | $5.42万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.39万 | 0.04% | 644 | 3 | 0.5% | $251 | 加仓 |
| WMT | WALMART INC | $5.30万 | 0.04% | 468 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $5.27万 | 0.04% | 187 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $5.16万 | 0.04% | 993 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $5.14万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $4.93万 | 0.04% | 978 | 7 | 0.7% | $353 | 加仓 |
| VLUE | ISHARES TR | $4.89万 | 0.04% | 245 | 245 | — | $4.89万 | 新建仓 |
| DLN | WISDOMTREE TR | $4.86万 | 0.04% | 505 | 2 | 0.4% | $193 | 加仓 |
| EEMV | ISHARES INC | $4.82万 | 0.04% | 640 | 6 | 0.9% | $452 | 加仓 |
| IBB | ISHARES TR | $4.72万 | 0.04% | 248 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $4.63万 | 0.03% | 514 | 2 | 0.4% | $180 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $4.55万 | 0.03% | 755 | 6 | 0.8% | $362 | 加仓 |
| CVS | CVS HEALTH CORP | $4.54万 | 0.03% | 438 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $4.53万 | 0.03% | 895 | 1 | 0.1% | $51 | 加仓 |
| MUB | ISHARES TR | $4.50万 | 0.03% | 418 | 3 | 0.7% | $323 | 加仓 |
| IWO | ISHARES TR | $4.46万 | 0.03% | 113 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $4.41万 | 0.03% | 503 | 9 | 1.8% | $789 | 加仓 |
| XJH | ISHARES TR | $4.34万 | 0.03% | 833 | 2 | 0.2% | $104 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.34万 | 0.03% | 525 | 3 | 0.6% | $248 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4.29万 | 0.03% | 130 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.26万 | 0.03% | 85 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $4.26万 | 0.03% | 546 | 2 | 0.4% | $156 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.20万 | 0.03% | 119 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $4.20万 | 0.03% | 911 | 3 | 0.3% | $138 | 加仓 |
| LQDH | ISHARES U S ETF TR | $4.19万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| DBEU | DBX ETF TR | $4.12万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $4.12万 | 0.03% | 266 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $4.04万 | 0.03% | 523 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $4.03万 | 0.03% | 324 | 3 | 0.9% | $373 | 加仓 |
| FLRN | SPDR SERIES TRUST | $3.98万 | 0.03% | 1,289 | -799 | -38.3% | -$2.47万 | 减仓 |
| IYW | ISHARES TR | $3.95万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| KEN | KENON HLDGS LTD | $3.90万 | 0.03% | 584 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $3.89万 | 0.03% | 69 | 64 | 1,280.0% | $3.61万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3.83万 | 0.03% | 448 | 2 | 0.4% | $171 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $3.81万 | 0.03% | 1,086 | 1,010 | 1,328.9% | $3.54万 | 加仓 |
| KRC | KILROY REALTY CORP | $3.75万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.72万 | 0.03% | 608 | 2 | 0.3% | $122 | 加仓 |
| QCOM | QUALCOMM INC | $3.70万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $3.68万 | 0.03% | 188 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $3.67万 | 0.03% | 141 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.67万 | 0.03% | 147 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $3.66万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.65万 | 0.03% | 126 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $3.63万 | 0.03% | 887 | 887 | — | $3.63万 | 新建仓 |
| SMMU | PIMCO ETF TR | $3.59万 | 0.03% | 710 | 5 | 0.7% | $252 | 加仓 |
| IVE | ISHARES TR | $3.53万 | 0.03% | 156 | 1 | 0.6% | $227 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.50万 | 0.03% | 175 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $3.50万 | 0.03% | 795 | -192 | -19.5% | -$8,452 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.48万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $3.44万 | 0.03% | 905 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $3.40万 | 0.03% | 419 | 2 | 0.5% | $162 | 加仓 |
| TXN | TEXAS INSTRS INC | $3.36万 | 0.03% | 113 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $3.32万 | 0.02% | 378 | 3 | 0.8% | $264 | 加仓 |
| LIT | GLOBAL X FDS | $3.31万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $3.28万 | 0.02% | 536 | 1 | 0.2% | $61 | 加仓 |
| — | KRANESHARES TRUST | $3.27万 | 0.02% | 1,037 | -640 | -38.2% | -$2.02万 | 减仓 |
| NUDM | NUSHARES ETF TR | $3.22万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.21万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $3.21万 | 0.02% | 389 | 2 | 0.5% | $165 | 加仓 |
| ICSH | ISHARES TR | $3.19万 | 0.02% | 632 | 7 | 1.1% | $354 | 加仓 |
| GILD | GILEAD SCIENCES INC | $3.12万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $3.05万 | 0.02% | 85 | 1 | 1.2% | $359 | 加仓 |
| — | KRANESHARES TRUST | $3.03万 | 0.02% | 1,261 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $2.98万 | 0.02% | 91 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.96万 | 0.02% | 156 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $2.91万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.90万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.87万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2.79万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $2.77万 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $2.74万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $2.69万 | 0.02% | 678 | 3 | 0.4% | $119 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2.66万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $2.64万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2.63万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.62万 | 0.02% | 788 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $2.58万 | 0.02% | 102 | 1 | 1.0% | $252 | 加仓 |
| CVX | CHEVRON CORPORATION | $2.56万 | 0.02% | 154 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2.53万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2.36万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2.32万 | 0.02% | 303 | 7 | 2.4% | $537 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2.32万 | 0.02% | 81 | 37 | 84.1% | $1.06万 | 加仓 |
| IHE | ISHARES TR | $2.30万 | 0.02% | 233 | -185 | -44.3% | -$1.83万 | 减仓 |
| EVR | EVERCORE INC | $2.29万 | 0.02% | 67 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $2.28万 | 0.02% | 257 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.27万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $2.24万 | 0.02% | 552 | 4 | 0.7% | $163 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.19万 | 0.02% | 163 | 0 | 0.0% | — | 不变 |