Bull Harbor Capital LLC
BETHESDA MD · SEC CIK 0002135047
$5.13亿2026Q2 申报市值
552持仓数
15.5%前十大占比 · 第一大 2.0%
139 / 45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
CBRE 新建仓+$421.12万
MSFT 加仓+$338.58万
VDE 新建仓+$191.22万
AAPL 加仓+$157.96万
NVDA 加仓+$156.19万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$279.64万
SNDK 减仓-$206.68万
SPGI 清仓-$134.79万
MU 减仓-$119.01万
BKNG 减仓-$90.35万
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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -3,169 | -100.0% | -$134.79万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -4,361 | -100.0% | -$81.41万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -4,953 | -100.0% | -$75.83万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -20,212 | -100.0% | -$75.29万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -25,615 | -100.0% | -$66.29万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,430 | -100.0% | -$61.83万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -17,151 | -100.0% | -$60.27万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -1,779 | -100.0% | -$58.46万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,684 | -100.0% | -$49.50万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -9,115 | -100.0% | -$45.57万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -2,977 | -100.0% | -$45.56万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -6,897 | -100.0% | -$44.99万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -4,542 | -100.0% | -$44.16万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -7,873 | -100.0% | -$43.93万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,058 | -100.0% | -$43.58万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -14,734 | -100.0% | -$39.78万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -2,151 | -100.0% | -$38.26万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,816 | -100.0% | -$36.00万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -5,214 | -100.0% | -$33.86万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -609 | -100.0% | -$33.12万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -2,104 | -100.0% | -$30.57万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -1,316 | -100.0% | -$30.32万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,422 | -100.0% | -$27.29万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -19,455 | -100.0% | -$26.03万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -5,974 | -100.0% | -$25.43万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -5,920 | -100.0% | -$24.42万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -3,233 | -100.0% | -$24.37万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -22,070 | -100.0% | -$24.28万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -6,058 | -100.0% | -$24.17万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -766 | -100.0% | -$23.80万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -501 | -100.0% | -$23.71万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$23.15万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -9,907 | -100.0% | -$22.40万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -10,338 | -100.0% | -$22.04万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.85万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,370 | -100.0% | -$21.81万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -817 | -100.0% | -$21.73万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,646 | -100.0% | -$20.95万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,288 | -100.0% | -$20.93万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -4,448 | -100.0% | -$20.51万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -11,228 | -100.0% | -$19.36万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -12,043 | -100.0% | -$16.02万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -11,579 | -100.0% | -$15.41万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -22,489 | -100.0% | -$13.49万 | 清仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $0 | 0.00% | 0 | -12,703 | -100.0% | -$3.10万 | 清仓 |
| — | BEYOND MEAT INC | $8,261 | 0.00% | 11,015 | -11,280 | -50.6% | -$8,460 | 减仓 |
| — | GOSSAMER BIO INC | $8,433 | 0.00% | 51,235 | 20,039 | 64.2% | $3,298 | 加仓 |
| — | NEW FORTRESS ENERGY INC | $9,571 | 0.00% | 26,360 | 6,875 | 35.3% | $2,496 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $2.42万 | 0.00% | 10,551 | -1,973 | -15.8% | -$4,518 | 减仓 |
| — | ALIGHT INC | $2.57万 | 0.01% | 45,978 | -7,518 | -14.1% | -$4,210 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP | $3.79万 | 0.01% | 10,195 | -7,777 | -43.3% | -$2.89万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $4.26万 | 0.01% | 10,128 | -3,593 | -26.2% | -$1.51万 | 减仓 |
| RPAY | REPAY HLDGS CORP | $4.35万 | 0.01% | 10,368 | 10,368 | — | $4.35万 | 新建仓 |
| SFIX | STITCH FIX INC | $4.51万 | 0.01% | 10,962 | 10,962 | — | $4.51万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $5.46万 | 0.01% | 13,317 | 13,317 | — | $5.46万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $5.93万 | 0.01% | 10,031 | 10,031 | — | $5.93万 | 新建仓 |
| TDUP | THREDUP INC | $6.87万 | 0.01% | 10,024 | 10,024 | — | $6.87万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $7.18万 | 0.01% | 12,533 | 12,533 | — | $7.18万 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $8.58万 | 0.02% | 13,137 | 1,045 | 8.6% | $6,824 | 加仓 |
| WEN | WENDYS CO | $9.18万 | 0.02% | 11,069 | 282 | 2.6% | $2,338 | 加仓 |
| ASAN | ASANA INC | $9.38万 | 0.02% | 13,404 | 13,404 | — | $9.38万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $9.42万 | 0.02% | 10,307 | 10,307 | — | $9.42万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $9.82万 | 0.02% | 33,531 | 13,952 | 71.3% | $4.09万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $10.64万 | 0.02% | 10,285 | 10,285 | — | $10.64万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $10.86万 | 0.02% | 10,017 | -4,739 | -32.1% | -$5.14万 | 减仓 |
| FLO | FLOWERS FOODS INC | $11.09万 | 0.02% | 14,044 | 14,044 | — | $11.09万 | 新建仓 |
| SNAP | SNAP INC | $11.42万 | 0.02% | 25,711 | 25,711 | — | $11.42万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $12.26万 | 0.02% | 12,285 | 12,285 | — | $12.26万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $12.54万 | 0.02% | 27,133 | 4,220 | 18.4% | $1.95万 | 加仓 |
| BULL | WEBULL CORP | $12.69万 | 0.02% | 19,458 | 19,458 | — | $12.69万 | 新建仓 |
| FMC | FMC CORP | $13.04万 | 0.03% | 11,337 | -5,085 | -31.0% | -$5.85万 | 减仓 |
| LCID | LUCID GROUP INC | $13.16万 | 0.03% | 19,677 | 19,677 | — | $13.16万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $14.73万 | 0.03% | 12,952 | 12,952 | — | $14.73万 | 新建仓 |
| AVTR | AVANTOR INC | $15.73万 | 0.03% | 15,884 | 15,884 | — | $15.73万 | 新建仓 |
| ADT | ADT INC DEL | $18.17万 | 0.04% | 27,960 | -46,990 | -62.7% | -$30.54万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $19.02万 | 0.04% | 16,815 | 5,603 | 50.0% | $6.34万 | 加仓 |
| NOV | NOV INC | $19.93万 | 0.04% | 10,745 | 10,745 | — | $19.93万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $20.18万 | 0.04% | 1,720 | 1,720 | — | $20.18万 | 新建仓 |
| UDR | UDR INC | $20.32万 | 0.04% | 5,090 | 5,090 | — | $20.32万 | 新建仓 |
| UNM | UNUM GROUP | $20.39万 | 0.04% | 2,281 | 2,281 | — | $20.39万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $20.43万 | 0.04% | 5,333 | 5,333 | — | $20.43万 | 新建仓 |
| MPC | MARATHON PETE CORP | $20.66万 | 0.04% | 808 | 808 | — | $20.66万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $20.81万 | 0.04% | 807 | 807 | — | $20.81万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.90万 | 0.04% | 2,381 | 19 | 0.8% | $1,668 | 加仓 |
| WLK | WESTLAKE CORPORATION | $20.93万 | 0.04% | 2,867 | 2,867 | — | $20.93万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $20.98万 | 0.04% | 620 | -1,329 | -68.2% | -$44.97万 | 减仓 |
| NWL | NEWELL BRANDS INC | $20.99万 | 0.04% | 34,188 | 11,351 | 49.7% | $6.97万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $21.20万 | 0.04% | 8,198 | -1,126 | -12.1% | -$2.91万 | 减仓 |
| FLR | FLUOR CORP | $21.25万 | 0.04% | 4,057 | 4,057 | — | $21.25万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $21.29万 | 0.04% | 2,062 | 2,062 | — | $21.29万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $21.31万 | 0.04% | 1,139 | -2,676 | -70.1% | -$50.06万 | 减仓 |
| RTX | RTX CORPORATION | $21.31万 | 0.04% | 1,123 | 1,123 | — | $21.31万 | 新建仓 |
| RMD | RESMED INC | $21.42万 | 0.04% | 1,099 | 1,099 | — | $21.42万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $21.46万 | 0.04% | 4,258 | 4,258 | — | $21.46万 | 新建仓 |
| ALB | ALBEMARLE CORP | $21.51万 | 0.04% | 1,593 | 216 | 15.7% | $2.92万 | 加仓 |
| F | FORD MTR CO | $21.86万 | 0.04% | 15,727 | 15,727 | — | $21.86万 | 新建仓 |
| RRC | RANGE RES CORP | $21.88万 | 0.04% | 5,882 | 44 | 0.8% | $1,636 | 加仓 |
| EMN | EASTMAN CHEM CO | $22.00万 | 0.04% | 3,285 | 20 | 0.6% | $1,340 | 加仓 |
| DRS | LEONARDO DRS INC | $22.12万 | 0.04% | 5,185 | 5,185 | — | $22.12万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.20万 | 0.04% | 1,004 | 1,004 | — | $22.20万 | 新建仓 |