13F 机构持仓

Bull Harbor Capital LLC

BETHESDA MD · SEC CIK 0002135047

2026Q22026Q1 更早 9 个季度 🔒
$3.73亿2026Q1 申报市值
458持仓数
14.7%前十大占比 · 第一大 2.0%
0 / 0新建仓 / 清仓
申报市值走势$5.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 2.0%
IVV 2.0%
AAPL 1.9%
MSFT 1.6%
GMAR 1.5%
DYNF 1.5%
AMZN 1.1%
FIX 1.1%
BMY 1.0%
AVGO 0.9%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
— GOSSAMER BIO INC $1.02万0.00%31,196 —— — —
— NEW FORTRESS ENERGY INC $1.15万0.00%19,485 —— — —
RXT RACKSPACE TECHNOLOGY INC $1.18万0.00%12,092 —— — —
— BEYOND MEAT INC $1.56万0.00%22,295 —— — —
ALLO ALLOGENE THERAPEUTICS INC $3.10万0.01%12,703 —— — —
— ALIGHT INC $3.12万0.01%53,496 —— — —
UWMC UWM HOLDINGS CORPORATION $4.53万0.01%12,524 —— — —
IRWD IRONWOOD PHARMACEUTICALS INC $4.82万0.01%13,721 —— — —
PLTK PLAYTIKA HLDG CORP $5.00万0.01%17,972 —— — —
WEN WENDYS CO $7.50万0.02%10,787 —— — —
NWL NEWELL BRANDS INC $7.83万0.02%22,837 —— — —
MPT MEDICAL PROPERTIES TRUST INC $10.61万0.03%22,913 —— — —
GTM ZOOMINFO TECHNOLOGIES INC $11.71万0.03%19,579 —— — —
FRSH FRESHWORKS INC $13.22万0.04%16,462 —— — —
CCC CCC INTELLIGENT SOLUTIONS HL $13.49万0.04%22,489 —— — —
DV DOUBLEVERIFY HLDGS INC $14.02万0.04%14,756 —— — —
KD KYNDRYL HLDGS INC $14.71万0.04%11,212 —— — —
HUN HUNTSMAN CORP $15.41万0.04%11,579 —— — —
SHC SOTERA HEALTH CO $15.81万0.04%11,025 —— — —
CAG CONAGRA BRANDS INC $15.83万0.04%10,071 —— — —
LYFT LYFT INC $16.02万0.04%12,043 —— — —
GPK GRAPHIC PACKAGING HLDG CO $17.24万0.05%17,340 —— — —
KVUE KENVUE INC $19.36万0.05%11,228 —— — —
IWB ISHARES TR $20.00万0.05%561 —— — —
AYI ACUITY INC $20.01万0.05%714 —— — —
LSTR LANDSTAR SYS INC $20.38万0.05%1,271 —— — —
LW LAMB WESTON HLDGS INC $20.39万0.05%4,826 —— — —
GLOB GLOBANT S A $20.51万0.05%4,448 —— — —
HBAN HUNTINGTON BANCSHARES INC $20.75万0.06%13,261 —— — —
SFM SPROUTS FMRS MKT INC $20.78万0.06%2,694 —— — —
BR BROADRIDGE FINL SOLUTIONS IN $20.93万0.06%1,288 —— — —
J JACOBS SOLUTIONS INC $20.95万0.06%1,646 —— — —
UNP UNION PAC CORP $20.96万0.06%864 —— — —
ALNY ALNYLAM PHARMACEUTICALS INC $20.98万0.06%634 —— — —
PBF PBF ENERGY INC $21.21万0.06%4,453 —— — —
SWK STANLEY BLACK & DECKER INC $21.52万0.06%3,028 —— — —
ECL ECOLAB INC $21.73万0.06%817 —— — —
OLLI OLLIES BARGAIN OUTLET HLDGS $21.81万0.06%2,370 —— — —
PAAS PAN AMERN SILVER CORP $21.85万0.06%4,000 —— — —
NEE NEXTERA ENERGY INC $21.94万0.06%2,362 —— — —
PR PERMIAN RESOURCES CORP $22.04万0.06%10,338 —— — —
BC BRUNSWICK CORP $22.27万0.06%3,061 —— — —
ITW ILLINOIS TOOL WKS INC $22.31万0.06%857 —— — —
— GATES INDL CORP PLC $22.40万0.06%9,907 —— — —
VZ VERIZON COMMUNICATIONS INC $22.56万0.06%4,495 —— — —
FR FIRST INDL RLTY TR INC $22.66万0.06%3,917 —— — —
ACN ACCENTURE PLC IRELAND $22.74万0.06%1,147 —— — —
CUBE CUBESMART $22.85万0.06%6,234 —— — —
CGNX COGNEX CORP $23.04万0.06%4,704 —— — —
EPAM EPAM SYS INC $23.15万0.06%1,710 —— — —
CHDN CHURCHILL DOWNS INC $23.38万0.06%2,603 —— — —
LINE LINEAGE INC $23.39万0.06%7,140 —— — —
PCAR PACCAR INC $23.42万0.06%2,028 —— — —
KKR KKR & CO INC $23.45万0.06%2,535 —— — —
ARE ALEXANDRIA REAL ESTATE EQ IN $23.52万0.06%5,067 —— — —
IRDM IRIDIUM COMMUNICATIONS INC $23.58万0.06%8,501 —— — —
GLW CORNING INC $23.63万0.06%1,738 —— — —
HCA HCA HEALTHCARE INC $23.71万0.06%501 —— — —
MCD MCDONALDS CORP $23.80万0.06%766 —— — —
AFL AFLAC INC $23.81万0.06%2,170 —— — —
LEA LEAR CORP $23.83万0.06%1,968 —— — —
ED CONSOLIDATED EDISON INC $24.04万0.06%2,124 —— — —
SLB SLB LIMITED $24.08万0.06%4,686 —— — —
MKSI MKS INC. $24.15万0.06%1,051 —— — —
ORI OLD REP INTL CORP $24.17万0.06%6,058 —— — —
CNH CNH INDL N V $24.28万0.07%22,070 —— — —
KEX KIRBY CORP $24.28万0.07%1,827 —— — —
BKH BLACK HILLS CORP $24.29万0.07%3,499 —— — —
SSNC SS&C TECH HLDGS $24.35万0.07%3,604 —— — —
SIGI SELECTIVE INS GROUP INC $24.37万0.07%3,233 —— — —
MUR MURPHY OIL CORP $24.42万0.07%5,920 —— — —
PPG PPG INDS INC $24.57万0.07%2,299 —— — —
ALB ALBEMARLE CORP $24.72万0.07%1,377 —— — —
TREX TREX INC $24.73万0.07%6,791 —— — —
TXG 10X GENOMICS INC $24.84万0.07%11,701 —— — —
EWBC EAST WEST BANCORP INC $24.84万0.07%2,327 —— — —
EMN EASTMAN CHEM CO $24.92万0.07%3,265 —— — —
NWSA NEWS CORP NEW $24.93万0.07%10,001 —— — —
DXCM DEXCOM INC $25.23万0.07%4,017 —— — —
QCOM QUALCOMM INC $25.23万0.07%1,959 —— — —
HPE HEWLETT PACKARD ENTERPRISE C $25.28万0.07%10,617 —— — —
TFC TRUIST FINL CORP $25.41万0.07%5,528 —— — —
PEGA PEGASYSTEMS INC $25.43万0.07%5,974 —— — —
ASH ASHLAND INC $25.47万0.07%4,580 —— — —
WMB WILLIAMS COS INC $25.68万0.07%3,529 —— — —
WCC WESCO INTL INC $25.75万0.07%941 —— — —
OVV OVINTIV INC $25.76万0.07%4,340 —— — —
HAYW HAYWARD HLDGS INC $26.03万0.07%19,455 —— — —
NDAQ NASDAQ INC $26.13万0.07%3,078 —— — —
ETR ENTERGY CORP NEW $26.15万0.07%2,327 —— — —
DELL DELL TECHNOLOGIES INC $26.24万0.07%1,599 —— — —
RRC RANGE RES CORP $26.38万0.07%5,838 —— — —
AGX ARGAN INC $26.42万0.07%485 —— — —
KLAC KLA CORP $26.50万0.07%180 —— — —
CR CRANE COMPANY $26.92万0.07%1,574 —— — —
OHI OMEGA HEALTHCARE INVS INC $27.02万0.07%6,166 —— — —
INGR INGREDION INC $27.29万0.07%2,422 —— — —
HOOD ROBINHOOD MKTS INC $27.60万0.07%3,982 —— — —
VMI VALMONT INDS INC $27.61万0.07%691 —— — —
RPRX ROYALTY PHARMA PLC $27.95万0.07%5,827 —— — —