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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $586.10万 | 4.40% | 15,839 | 9 | 0.1% | $3,330 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $576.87万 | 4.33% | 170,469 | -107 | -0.1% | -$3,621 | 减仓 |
| VTV | VANGUARD INDEX FDS | $543.95万 | 4.09% | 24,962 | 161 | 0.6% | $3.51万 | 加仓 |
| IVV | ISHARES TR | $491.68万 | 3.69% | 6,566 | -378 | -5.4% | -$28.31万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $486.36万 | 3.65% | 38,065 | 487 | 1.3% | $6.22万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $365.42万 | 2.74% | 79,962 | -1,454 | -1.8% | -$6.64万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $355.59万 | 2.67% | 55,570 | 28 | 0.1% | $1,792 | 加仓 |
| VGT | VANGUARD WORLD FD | $341.74万 | 2.57% | 28,589 | -547 | -1.9% | -$6.54万 | 减仓 |
| SMLF | ISHARES TR | $300.51万 | 2.26% | 33,709 | -458 | -1.3% | -$4.08万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $299.07万 | 2.25% | 72,498 | 994 | 1.4% | $4.10万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $281.83万 | 2.12% | 95,764 | 225 | 0.2% | $6,622 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $260.85万 | 1.96% | 23,111 | -1,101 | -4.5% | -$12.43万 | 减仓 |
| SGOV | ISHARES TR | $236.32万 | 1.77% | 23,476 | 1,633 | 7.5% | $16.44万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $228.63万 | 1.72% | 29,865 | -388 | -1.3% | -$2.97万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $224.14万 | 1.68% | 6,124 | 5 | 0.1% | $1,830 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $218.22万 | 1.64% | 11,782 | -522 | -4.2% | -$9.67万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $204.28万 | 1.53% | 44,705 | -5,366 | -10.7% | -$24.52万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $203.52万 | 1.53% | 65,443 | -2,428 | -3.6% | -$7.55万 | 减仓 |
| VV | VANGUARD INDEX FDS | $203.29万 | 1.53% | 5,909 | 14 | 0.2% | $4,816 | 加仓 |
| VHT | VANGUARD WORLD FD | $186.08万 | 1.40% | 6,226 | 13 | 0.2% | $3,885 | 加仓 |
| FLTR | VANECK ETF TRUST | $165.64万 | 1.24% | 64,674 | -5,190 | -7.4% | -$13.29万 | 减仓 |
| GOOGL | ALPHABET INC | $161.00万 | 1.21% | 4,505 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $158.72万 | 1.19% | 39,110 | 1,703 | 4.6% | $6.91万 | 加仓 |
| AAPL | APPLE INC | $155.33万 | 1.17% | 5,368 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $149.18万 | 1.12% | 11,958 | 296 | 2.5% | $3.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $143.80万 | 1.08% | 16,121 | 1,356 | 9.2% | $12.10万 | 加仓 |
| IWB | ISHARES TR | $139.61万 | 1.05% | 3,409 | 6 | 0.2% | $2,457 | 加仓 |
| SOXX | ISHARES TR | $139.12万 | 1.04% | 2,171 | 1 | 0.0% | $641 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $135.03万 | 1.01% | 22,397 | -427 | -1.9% | -$2.57万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $134.34万 | 1.01% | 16,394 | -507 | -3.0% | -$4.15万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $131.25万 | 0.99% | 13,367 | 163 | 1.2% | $1.60万 | 加仓 |
| MGC | VANGUARD WORLD FD | $130.22万 | 0.98% | 4,758 | 9 | 0.2% | $2,463 | 加仓 |
| IWF | ISHARES TR | $130.21万 | 0.98% | 10,487 | -353 | -3.3% | -$4.38万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $126.98万 | 0.95% | 14,741 | -721 | -4.7% | -$6.21万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $108.37万 | 0.81% | 28,471 | -3,808 | -11.8% | -$14.49万 | 减仓 |
| FLOT | ISHARES TR | $103.36万 | 0.78% | 20,248 | 303 | 1.5% | $1.55万 | 加仓 |
| IWR | ISHARES TR | $102.53万 | 0.77% | 9,294 | 25 | 0.3% | $2,758 | 加仓 |
| IWD | ISHARES TR | $95.16万 | 0.71% | 3,927 | 100 | 2.6% | $2.42万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $86.20万 | 0.65% | 3,455 | 1,039 | 43.0% | $25.92万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $85.03万 | 0.64% | 15,738 | 51 | 0.3% | $2,756 | 加仓 |
| COWZ | PACER FDS TR | $84.08万 | 0.63% | 13,518 | -926 | -6.4% | -$5.76万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $82.86万 | 0.62% | 20,668 | 73 | 0.4% | $2,927 | 加仓 |
| DSI | ISHARES TR | $80.96万 | 0.61% | 5,686 | 11 | 0.2% | $1,566 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $78.10万 | 0.59% | 10,008 | 232 | 2.4% | $1.81万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $77.27万 | 0.58% | 8,576 | 9 | 0.1% | $811 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $75.18万 | 0.56% | 10,030 | 4 | 0.0% | $300 | 加仓 |
| QQQ | INVESCO QQQ TR | $72.86万 | 0.55% | 989 | -129 | -11.5% | -$9.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.15万 | 0.50% | 1,774 | -151 | -7.8% | -$5.63万 | 减仓 |
| SDY | SPDR SERIES TRUST | $61.17万 | 0.46% | 4,019 | 26 | 0.7% | $3,957 | 加仓 |
| IYG | ISHARES TR | $60.79万 | 0.46% | 6,719 | -333 | -4.7% | -$3.01万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $60.03万 | 0.45% | 3,150 | -454 | -12.6% | -$8.65万 | 减仓 |
| INTC | INTEL CORP | $59.85万 | 0.45% | 4,286 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $56.34万 | 0.42% | 19,454 | -313 | -1.6% | -$9,065 | 减仓 |
| HD | HOME DEPOT INC | $56.30万 | 0.42% | 1,596 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $55.70万 | 0.42% | 9,860 | -2,784 | -22.0% | -$15.73万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $54.41万 | 0.41% | 12,981 | 26 | 0.2% | $1,090 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $53.31万 | 0.40% | 3,164 | 595 | 23.2% | $10.02万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $52.67万 | 0.40% | 15,870 | -2,904 | -15.5% | -$9.64万 | 减仓 |
| QUAL | ISHARES TR | $51.87万 | 0.39% | 2,364 | 4 | 0.2% | $878 | 加仓 |
| ATNI | ATN INTL INC | $50.24万 | 0.38% | 18,965 | 198 | 1.1% | $5,245 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.64万 | 0.37% | 6,628 | 35 | 0.5% | $2,621 | 加仓 |
| VPU | VANGUARD WORLD FD | $48.43万 | 0.36% | 2,475 | 88 | 3.7% | $1.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $42.58万 | 0.32% | 1,799 | 6 | 0.3% | $1,420 | 加仓 |
| IJR | ISHARES TR | $40.94万 | 0.31% | 2,760 | -399 | -12.6% | -$5.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $40.76万 | 0.31% | 1,345 | 4 | 0.3% | $1,212 | 加仓 |
| VDC | VANGUARD WORLD FD | $40.69万 | 0.31% | 1,803 | -77 | -4.1% | -$1.74万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $40.45万 | 0.30% | 2,377 | -328 | -12.1% | -$5.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $40.34万 | 0.30% | 12,722 | 79 | 0.6% | $2,505 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $40.09万 | 0.30% | 2,266 | 69 | 3.1% | $1.22万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $39.13万 | 0.29% | 7,299 | -251 | -3.3% | -$1.35万 | 减仓 |
| PAVE | GLOBAL X FDS | $38.87万 | 0.29% | 6,596 | -461 | -6.5% | -$2.72万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $37.05万 | 0.28% | 4,776 | 17 | 0.4% | $1,319 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.88万 | 0.28% | 737 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $35.65万 | 0.27% | 2,696 | 6 | 0.2% | $793 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.95万 | 0.26% | 1,438 | 6 | 0.4% | $1,458 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $34.81万 | 0.26% | 4,745 | 161 | 3.5% | $1.18万 | 加仓 |
| DVY | ISHARES TR | $34.68万 | 0.26% | 2,218 | 16 | 0.7% | $2,502 | 加仓 |
| ADSK | AUTODESK INC | $34.65万 | 0.26% | 1,782 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $31.15万 | 0.23% | 1,695 | -124 | -6.8% | -$2.28万 | 减仓 |
| IWY | ISHARES TR | $30.70万 | 0.23% | 1,056 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $30.30万 | 0.23% | 3,041 | 7 | 0.2% | $697 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.93万 | 0.22% | 3,187 | 1 | 0.0% | $94 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.03万 | 0.22% | 8,338 | 37 | 0.4% | $1,288 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.72万 | 0.22% | 4,031 | 20 | 0.5% | $1,425 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $28.55万 | 0.21% | 5,911 | 14 | 0.2% | $676 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $27.30万 | 0.21% | 2,550 | 9 | 0.4% | $964 | 加仓 |
| AMZN | AMAZON COM INC | $27.08万 | 0.20% | 1,136 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $27.05万 | 0.20% | 1,802 | 12 | 0.7% | $1,802 | 加仓 |
| AIQ | GLOBAL X FDS | $26.68万 | 0.20% | 4,066 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $25.88万 | 0.19% | 1,886 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $25.06万 | 0.19% | 631 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.96万 | 0.19% | 335 | -41 | -10.9% | -$3.05万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $24.46万 | 0.18% | 2,211 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $24.13万 | 0.18% | 1,564 | 3 | 0.2% | $463 | 加仓 |
| LLY | ELI LILLY & CO | $24.03万 | 0.18% | 200 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.61万 | 0.18% | 929 | 1 | 0.1% | $254 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $21.39万 | 0.16% | 7,022 | 26 | 0.4% | $792 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $21.37万 | 0.16% | 1,657 | 7 | 0.4% | $903 | 加仓 |
| NUSC | NUSHARES ETF TR | $21.03万 | 0.16% | 4,034 | 0 | 0.0% | — | 不变 |
| POWR | ISHARES INC | $20.99万 | 0.16% | 7,506 | 0 | 0.0% | — | 不变 |