Bull Harbor Capital LLC
BETHESDA MD · SEC CIK 0002135047
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $28.21万 | 0.08% | 1,062 | — | — | — | — |
| FMC | FMC CORP | $28.28万 | 0.08% | 16,422 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $28.29万 | 0.08% | 614 | — | — | — | — |
| IEX | IDEX CORP | $28.38万 | 0.08% | 1,497 | — | — | — | — |
| EXLS | EXLSERVICE HLDGS INC | $28.39万 | 0.08% | 9,324 | — | — | — | — |
| BXSL | BLACKSTONE SECD LENDING FD | $28.43万 | 0.08% | 12,000 | — | — | — | — |
| OWL | BLUE OWL CAPITAL INC | $28.54万 | 0.08% | 31,265 | — | — | — | — |
| B | BARRICK MNG CORP | $28.55万 | 0.08% | 7,000 | — | — | — | — |
| TNL | TRAVEL PLUS LEISURE CO | $28.58万 | 0.08% | 4,130 | — | — | — | — |
| USFD | US FOODS HLDG CORP | $28.70万 | 0.08% | 3,112 | — | — | — | — |
| SON | SONOCO PRODS CO | $28.92万 | 0.08% | 5,347 | — | — | — | — |
| INVH | INVITATION HOMES INC | $29.00万 | 0.08% | 11,668 | — | — | — | — |
| EVRG | EVERGY INC | $29.05万 | 0.08% | 3,546 | — | — | — | — |
| MOS | MOSAIC CO | $29.10万 | 0.08% | 11,411 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $29.23万 | 0.08% | 585 | — | — | — | — |
| RHI | ROBERT HALF INC. | $29.27万 | 0.08% | 11,524 | — | — | — | — |
| MDT | MEDTRONIC PLC | $29.30万 | 0.08% | 3,382 | — | — | — | — |
| NNN | NNN REIT INC | $29.34万 | 0.08% | 6,981 | — | — | — | — |
| GRMN | GARMIN LTD | $29.35万 | 0.08% | 1,265 | — | — | — | — |
| MNST | MONSTER BEVERAGE CORP NEW | $29.37万 | 0.08% | 4,053 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $29.62万 | 0.08% | 931 | — | — | — | — |
| P | EVERPURE INC | $29.65万 | 0.08% | 5,022 | — | — | — | — |
| ALSN | ALLISON TRANSMISSION HLDGS I | $29.66万 | 0.08% | 2,534 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $29.76万 | 0.08% | 2,135 | — | — | — | — |
| XBIL | RBB FD INC | $30.19万 | 0.08% | 6,035 | — | — | — | — |
| ATO | ATMOS ENERGY CORP | $30.22万 | 0.08% | 1,636 | — | — | — | — |
| SAM | BOSTON BEER INC | $30.32万 | 0.08% | 1,316 | — | — | — | — |
| ALLE | ALLEGION PLC | $30.57万 | 0.08% | 2,104 | — | — | — | — |
| IQV | IQVIA HLDGS INC | $31.06万 | 0.08% | 1,821 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.04万 | 0.09% | 2,037 | — | — | — | — |
| DPZ | DOMINOS PIZZA INC | $32.18万 | 0.09% | 897 | — | — | — | — |
| WFC | WELLS FARGO & CO | $32.30万 | 0.09% | 4,057 | — | — | — | — |
| FHN | FIRST HORIZON CORPORATION | $32.61万 | 0.09% | 14,327 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.70万 | 0.09% | 1,349 | — | — | — | — |
| CACI | CACI INTL INC | $33.12万 | 0.09% | 609 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.30万 | 0.09% | 850 | — | — | — | — |
| LNG | CHENIERE ENERGY INC | $33.31万 | 0.09% | 1,174 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.57万 | 0.09% | 1,652 | — | — | — | — |
| VLO | VALERO ENERGY CORP | $33.60万 | 0.09% | 1,360 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $33.60万 | 0.09% | 3,273 | — | — | — | — |
| LFUS | LITTELFUSE INC | $33.77万 | 0.09% | 995 | — | — | — | — |
| — | AIR LEASE CORP | $33.86万 | 0.09% | 5,214 | — | — | — | — |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $33.96万 | 0.09% | 4,135 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.03万 | 0.09% | 1,205 | — | — | — | — |
| STE | STERIS PLC | $34.03万 | 0.09% | 1,539 | — | — | — | — |
| MCK | MCKESSON CORP | $34.10万 | 0.09% | 394 | — | — | — | — |
| ROKU | ROKU INC | $34.44万 | 0.09% | 3,640 | — | — | — | — |
| CVS | CVS HEALTH CORP | $34.52万 | 0.09% | 4,806 | — | — | — | — |
| PCTY | PAYLOCITY HLDG CORP | $35.05万 | 0.09% | 3,244 | — | — | — | — |
| MTG | MGIC INVT CORP WIS | $35.17万 | 0.09% | 13,399 | — | — | — | — |
| VSNT | VERSANT MEDIA GROUP INC | $35.19万 | 0.09% | 9,507 | — | — | — | — |
| CINF | CINCINNATI FINL CORP | $35.20万 | 0.09% | 2,237 | — | — | — | — |
| DIS | DISNEY WALT CO | $35.40万 | 0.09% | 3,673 | — | — | — | — |
| STT | STATE STR CORP | $35.54万 | 0.10% | 2,808 | — | — | — | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.58万 | 0.10% | 6,278 | — | — | — | — |
| IRM | IRON MTN INC DEL | $35.82万 | 0.10% | 3,507 | — | — | — | — |
| — | INVESCO DB US DLR INDEX TR | $35.90万 | 0.10% | 19,944 | — | — | — | — |
| PGR | PROGRESSIVE CORP | $36.00万 | 0.10% | 1,816 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC | $36.11万 | 0.10% | 925 | — | — | — | — |
| DHI | D R HORTON INC | $36.20万 | 0.10% | 2,638 | — | — | — | — |
| WCN | WASTE CONNECTIONS INC | $36.21万 | 0.10% | 2,229 | — | — | — | — |
| MUSA | MURPHY USA INC | $36.45万 | 0.10% | 738 | — | — | — | — |
| MGM | MGM RESORTS INTERNATIONAL | $37.06万 | 0.10% | 10,014 | — | — | — | — |
| DDOG | DATADOG INC | $37.15万 | 0.10% | 3,147 | — | — | — | — |
| ONTO | ONTO INNOVATION INC | $37.92万 | 0.10% | 1,849 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $38.05万 | 0.10% | 4,223 | — | — | — | — |
| AN | AUTONATION INC | $38.11万 | 0.10% | 1,952 | — | — | — | — |
| — | MASIMO CORP | $38.26万 | 0.10% | 2,151 | — | — | — | — |
| CHTR | CHARTER COMMUNICATIONS INC | $38.28万 | 0.10% | 1,773 | — | — | — | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.28万 | 0.10% | 1,259 | — | — | — | — |
| SYY | SYSCO CORP | $38.49万 | 0.10% | 5,396 | — | — | — | — |
| OMF | ONEMAIN HLDGS INC | $38.79万 | 0.10% | 7,251 | — | — | — | — |
| BPOP | POPULAR INC | $38.95万 | 0.10% | 2,903 | — | — | — | — |
| — | DUPONT DE NEMOURS INC | $39.02万 | 0.10% | 8,519 | — | — | — | — |
| ATI | ATI INC | $39.07万 | 0.10% | 2,686 | — | — | — | — |
| HST | HOST HOTELS & RESORTS INC | $39.14万 | 0.10% | 20,427 | — | — | — | — |
| CPAY | CORPAY INC | $39.17万 | 0.10% | 1,346 | — | — | — | — |
| LEN | LENNAR CORP | $39.23万 | 0.11% | 4,517 | — | — | — | — |
| KEY | KEYCORP | $39.27万 | 0.11% | 19,586 | — | — | — | — |
| CHWY | CHEWY INC | $39.78万 | 0.11% | 14,734 | — | — | — | — |
| SRPT | SAREPTA THERAPEUTICS INC | $39.82万 | 0.11% | 18,298 | — | — | — | — |
| GPC | GENUINE PARTS CO | $40.09万 | 0.11% | 3,791 | — | — | — | — |
| SYF | SYNCHRONY FINANCIAL | $40.59万 | 0.11% | 5,968 | — | — | — | — |
| AWI | ARMSTRONG WORLD INDS INC NEW | $40.99万 | 0.11% | 2,487 | — | — | — | — |
| NET | CLOUDFLARE INC | $41.70万 | 0.11% | 2,021 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP | $41.70万 | 0.11% | 4,437 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $41.70万 | 0.11% | 2,050 | — | — | — | — |
| DOCU | DOCUSIGN INC | $41.99万 | 0.11% | 8,857 | — | — | — | — |
| — | PALMER SQUARE FUNDS TR | $42.21万 | 0.11% | 20,649 | — | — | — | — |
| NFLX | NETFLIX INC. | $42.88万 | 0.11% | 4,460 | — | — | — | — |
| EFX | EQUIFAX INC | $42.93万 | 0.11% | 2,384 | — | — | — | — |
| GFS | GLOBALFOUNDRIES INC | $43.01万 | 0.12% | 9,669 | — | — | — | — |
| FERG | FERGUSON ENTERPRISES INC | $43.41万 | 0.12% | 1,861 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC | $43.58万 | 0.12% | 6,058 | — | — | — | — |
| BNY | BANK NEW YORK MELLON CORP | $43.72万 | 0.12% | 3,685 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $43.73万 | 0.12% | 2,114 | — | — | — | — |
| FISV | FISERV INC | $43.93万 | 0.12% | 7,873 | — | — | — | — |
| IWR | ISHARES TR | $44.16万 | 0.12% | 4,542 | — | — | — | — |
| HUBS | HUBSPOT INC | $44.40万 | 0.12% | 1,819 | — | — | — | — |
| GPIQ | GOLDMAN SACHS ETF TR | $44.47万 | 0.12% | 8,985 | — | — | — | — |