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 |
|---|---|---|---|---|---|---|---|---|
| BKGI | BNY MELLON ETF TRUST | $1.99万 | 0.02% | 446 | 446 | — | $1.99万 | 新建仓 |
| IWP | ISHARES TR | $1.98万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $1.97万 | 0.02% | 372 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $1.97万 | 0.02% | 548 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1.92万 | 0.02% | 86 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $1.92万 | 0.02% | 8,036 | 0 | 0.0% | — | 不变 |
| IQDF | FLEXSHARES TR | $1.82万 | 0.02% | 574 | 1 | 0.2% | $32 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1.78万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $1.72万 | 0.01% | 691 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.71万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.70万 | 0.01% | 155 | 1 | 0.6% | $109 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.67万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $1.62万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.54万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $1.53万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.52万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.52万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.51万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.51万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $1.48万 | 0.01% | 2,940 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1.45万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $1.44万 | 0.01% | 162 | 1 | 0.6% | $89 | 加仓 |
| NLR | VANECK ETF TRUST | $1.42万 | 0.01% | 107 | 107 | — | $1.42万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.40万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1.34万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.28万 | 0.01% | 553 | 3 | 0.5% | $69 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1.27万 | 0.01% | 50 | -28 | -35.9% | -$7,136 | 减仓 |
| NUMV | NUSHARES ETF TR | $1.25万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $1.21万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.21万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H &R INC | $1.20万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.19万 | 0.01% | 152 | 1 | 0.7% | $78 | 加仓 |
| — | KRANESHARES TRUST | $1.19万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.18万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.17万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $1.16万 | 0.01% | 229 | 2 | 0.9% | $101 | 加仓 |
| T | AT&T INC | $1.12万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.07万 | 0.01% | 157 | 107 | 214.0% | $7,322 | 加仓 |
| BAC | BANK AMERICA CORP | $1.06万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.03万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1.02万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $9,661 | 0.01% | 194 | 2 | 1.0% | $100 | 加仓 |
| MMM | 3M CO | $9,452 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9,292 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $9,174 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $9,153 | 0.01% | 90 | 1 | 1.1% | $102 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $8,917 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $8,825 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $8,796 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $8,736 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $8,260 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $8,230 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $8,194 | 0.01% | 156 | 1 | 0.6% | $53 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,111 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $7,980 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $7,627 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $7,603 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $7,598 | 0.01% | 62 | 62 | — | $7,598 | 新建仓 |
| ESGE | ISHARES INC | $7,547 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $7,318 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $7,054 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $6,899 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY COVINGTON TRUST | $6,761 | 0.01% | 212 | 212 | — | $6,761 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $6,655 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $6,551 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR | $6,469 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $6,430 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $6,306 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $6,301 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $6,133 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $6,042 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $5,864 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $5,804 | 0.00% | 101 | 1 | 1.0% | $57 | 加仓 |
| MGRC | MCGRATH RENTCORP | $5,514 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $5,462 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $5,324 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $5,196 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| SNN | SMITH &NEPHEW PLC | $4,809 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4,701 | 0.00% | 127 | 127 | — | $4,701 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $4,614 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4,352 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $4,143 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $3,962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $3,911 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $3,846 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $3,391 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VALQ | AMERICAN CENTY ETF TR | $3,352 | 0.00% | 52 | 1 | 2.0% | $64 | 加仓 |
| META | META PLATFORMS INC | $2,861 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2,476 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2,427 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IDEQ | LAZARD ACTIVE ETF TR | $2,427 | 0.00% | 76 | 76 | — | $2,427 | 新建仓 |
| TSLA | TESLA INC | $2,231 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $2,151 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALLW | SSGA ACTIVE TR | $2,025 | 0.00% | 70 | 70 | — | $2,025 | 新建仓 |
| HLN | HALEON PLC | $2,002 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $1,988 | 0.00% | 50 | 50 | — | $1,988 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $1,924 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,547 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1,541 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1,406 | 0.00% | 11 | 0 | 0.0% | — | 不变 |