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 |
|---|---|---|---|---|---|---|---|---|
| SOLV | SOLVENTUM CORP | $926 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $919 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $745 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $676 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $667 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $642 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TEMA ETF TRUST | $544 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $453 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $338 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $302 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $260 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $201 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $65 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $57 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $41 | 0.00% | 0 | -354 | -100.0% | -$3.29万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -385 | -100.0% | -$7.63万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -268 | -100.0% | -$3.95万 | 清仓 |
| NFRA | FLEXSHARES TR | $0 | 0.00% | 0 | -596 | -100.0% | -$3.81万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -1,599 | -100.0% | -$2.02万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -372 | -100.0% | -$1.97万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -360 | -100.0% | -$1.53万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -187 | -100.0% | -$1.34万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -152 | -100.0% | -$1.19万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,230 | 清仓 |
| AIA | ISHARES TR | $0 | 0.00% | 0 | -61 | -100.0% | -$6,469 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -133 | -100.0% | -$5,196 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -13 | -100.0% | -$627 | 清仓 |