S Harris Financial Group, LLC
SAN ANTONIO TX · SEC CIK 0002112907
$1.10亿2026Q1 申报市值
107持仓数
58.7%前十大占比 · 第一大 13.0%
19 / 5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
FBND 加仓+$135.38万
AZN 新建仓+$64.69万
FENI 加仓+$46.87万
JPIE 加仓+$46.14万
NVDA 加仓+$43.06万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$67.62万
SFNC 清仓-$29.33万
VTI 清仓-$24.98万
CEG 清仓-$23.32万
CME 清仓-$22.82万
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 |
|---|---|---|---|---|---|---|---|---|
| XETYX | EATON VANCE TAX-MANAGED DIVE | $116.75万 | 1.06% | 84,664 | 1,349 | 1.6% | $1.86万 | 加仓 |
| META | META PLATFORMS INC | $132.43万 | 1.21% | 2,315 | 425 | 22.5% | $24.31万 | 加仓 |
| ALL | ALLSTATE CORP | $148.51万 | 1.35% | 7,163 | 70 | 1.0% | $1.45万 | 加仓 |
| GOOGL | ALPHABET INC | $174.99万 | 1.60% | 6,085 | 674 | 12.5% | $19.38万 | 加仓 |
| AMZN | AMAZON COM INC | $186.75万 | 1.70% | 8,967 | 1,271 | 16.5% | $26.47万 | 加仓 |
| IVV | ISHARES TR | $192.41万 | 1.75% | 2,946 | -80 | -2.6% | -$5.22万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $277.86万 | 2.53% | 87,986 | 8,059 | 10.1% | $25.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $330.47万 | 3.01% | 18,949 | 2,469 | 15.0% | $43.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $378.75万 | 3.45% | 10,232 | -257 | -2.5% | -$9.51万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $465.77万 | 4.25% | 7,795 | -15 | -0.2% | -$8,963 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $528.26万 | 4.82% | 17,958 | -46 | -0.3% | -$1.35万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $777.38万 | 7.09% | 208,974 | 12,600 | 6.4% | $46.87万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $932.24万 | 8.50% | 202,352 | 10,016 | 5.2% | $46.14万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,121.47万 | 10.23% | 284,420 | 5,208 | 1.9% | $20.54万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,430.17万 | 13.04% | 313,496 | 29,675 | 10.5% | $135.38万 | 加仓 |