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
TRMB TRIMBLE INC $44.99万0.12%6,897 —— — —
DAR DARLING INGREDIENTS INC $45.15万0.12%7,300 —— — —
ETN EATON CORP PLC $45.39万0.12%1,269 —— — —
WEX WEX INC $45.56万0.12%2,977 —— — —
ESTC ELASTIC N V $45.57万0.12%9,115 —— — —
IGRO ISHARES TR $46.00万0.12%5,491 —— — —
HD HOME DEPOT INC $46.10万0.12%1,402 —— — —
EOG EOG RES INC $46.35万0.12%3,206 —— — —
PFE PFIZER INC $46.42万0.12%16,530 —— — —
TOL TOLL BROTHERS INC $46.59万0.12%3,414 —— — —
GTLB GITLAB INC $46.76万0.13%21,606 —— — —
STEP STEPSTONE GROUP INC $46.83万0.13%9,813 —— — —
TTC TORO CO $47.19万0.13%5,050 —— — —
ARW ARROW ELECTRS INC $47.22万0.13%3,293 —— — —
CRH CRH PLC $47.64万0.13%4,532 —— — —
EW EDWARDS LIFESCIENCES CORP $47.69万0.13%5,955 —— — —
MMM 3M CO $48.04万0.13%3,308 —— — —
EQIX EQUINIX INC $48.33万0.13%493 —— — —
SPOT SPOTIFY TECHNOLOGY S A $48.36万0.13%997 —— — —
AXTA AXALTA COATING SYS LTD $48.87万0.13%17,642 —— — —
MAA MID-AMER APT CMNTYS INC $48.88万0.13%4,003 —— — —
BALL BALL CORP $49.00万0.13%8,290 —— — —
DECK DECKERS OUTDOOR CORP $49.04万0.13%4,900 —— — —
ADT ADT INC DEL $49.24万0.13%74,950 —— — —
VMC VULCAN MATLS CO $49.37万0.13%1,813 —— — —
UTHR UNITED THERAPEUTICS CORP DEL $49.40万0.13%833 —— — —
PCOR PROCORE TECHNOLOGIES INC $49.50万0.13%8,684 —— — —
NVT NVENT ELEC PLC $50.14万0.13%4,239 —— — —
KMI KINDER MORGAN INC DEL $50.41万0.14%15,034 —— — —
LIN LINDE PLC $50.47万0.14%1,018 —— — —
BBY BEST BUY INC $50.63万0.14%7,887 —— — —
FNF FIDELITY NATL FINL INC $51.49万0.14%11,101 —— — —
UNH UNITEDHEALTH GROUP INC $52.00万0.14%1,922 —— — —
AKAM AKAMAI TECHNOLOGIES INC $52.07万0.14%4,534 —— — —
OC OWENS CORNING NEW $52.08万0.14%4,812 —— — —
TTWO TAKE-TWO INTERACTIVE SOFTWAR $52.12万0.14%2,639 —— — —
COO COOPER COS INC $53.03万0.14%7,417 —— — —
OSK OSHKOSH CORP $53.11万0.14%3,608 —— — —
GL GLOBE LIFE INC $53.79万0.14%3,865 —— — —
SITE SITEONE LANDSCAPE SUPPLY INC $53.91万0.14%4,050 —— — —
RGLD ROYAL GOLD INC $54.38万0.15%2,137 —— — —
ORCL ORACLE CORP $54.45万0.15%3,701 —— — —
BSX BOSTON SCIENTIFIC CORP $54.75万0.15%8,726 —— — —
MCO MOODYS CORP $55.05万0.15%1,262 —— — —
IFF INTERNATIONAL FLAVORS&FRAGRA $55.21万0.15%7,610 —— — —
CRS CARPENTER TECHNOLOGY CORP $55.38万0.15%1,405 —— — —
GS GOLDMAN SACHS GROUP INC $55.49万0.15%656 —— — —
DVN DEVON ENERGY CORP NEW $56.25万0.15%11,179 —— — —
USB US BANCORP $56.32万0.15%10,829 —— — —
COP CONOCOPHILLIPS $57.92万0.16%4,388 —— — —
DINO HF SINCLAIR CORP $58.02万0.16%9,300 —— — —
SYK STRYKER CORPORATION $58.46万0.16%1,779 —— — —
LITE LUMENTUM HLDGS INC $58.82万0.16%837 —— — —
RGA REINSURANCE GROUP AMER INC $58.96万0.16%2,888 —— — —
T AT&T INC $59.90万0.16%20,662 —— — —
— COTERRA ENERGY INC $60.27万0.16%17,151 —— — —
AMKR AMKOR TECHNOLOGY INC $60.34万0.16%13,399 —— — —
MANH MANHATTAN ASSOCIATES INC $61.38万0.16%4,611 —— — —
TEAM ATLASSIAN CORPORATION $61.40万0.16%8,997 —— — —
JEF JEFFERIES FINANCIAL GROUP IN $61.54万0.16%14,911 —— — —
AON AON PLC $61.81万0.17%1,915 —— — —
INTU INTUIT $61.83万0.17%1,430 —— — —
TW TRADEWEB MKTS INC $62.15万0.17%5,282 —— — —
LYB LYONDELLBASELL INDUSTRIES NV $62.33万0.17%7,737 —— — —
AIT APPLIED INDL TECHNOLOGIES IN $62.35万0.17%2,350 —— — —
— JANUS HENDERSON GROUP PLC $62.58万0.17%12,183 —— — —
BA BOEING CO $62.97万0.17%3,164 —— — —
KDP KEURIG DR PEPPER INC $63.07万0.17%23,954 —— — —
IVZ INVESCO LTD $63.33万0.17%26,071 —— — —
S SENTINELONE INC $63.35万0.17%49,186 —— — —
A AGILENT TECHNOLOGIES INC $63.74万0.17%5,592 —— — —
EVR EVERCORE INC $63.97万0.17%2,143 —— — —
PAYX PAYCHEX INC $64.40万0.17%6,991 —— — —
PODD INSULET CORP $64.55万0.17%3,076 —— — —
VFC V F CORP $64.78万0.17%38,127 —— — —
RBC RBC BEARINGS INC $64.79万0.17%1,193 —— — —
RBLX ROBLOX CORP $65.12万0.17%11,514 —— — —
PYPL PAYPAL HLDGS INC $66.00万0.18%14,591 —— — —
GAP GAP INC $66.00万0.18%27,274 —— — —
CCL CARNIVAL CORP $66.29万0.18%25,615 —— — —
MSCI MSCI INC $66.78万0.18%1,239 —— — —
CPRT COPART INC $66.96万0.18%20,170 —— — —
MDB MONGODB INC $67.39万0.18%2,753 —— — —
ARMK ARAMARK $67.82万0.18%16,728 —— — —
GIS GENERAL MILLS INC $67.84万0.18%18,226 —— — —
PLD PROLOGIS INC. $68.23万0.18%5,162 —— — —
ROP ROPER TECHNOLOGIES INC $68.97万0.18%1,949 —— — —
— HONEYWELL INTL INC $69.14万0.19%3,059 —— — —
ROST ROSS STORES INC $69.39万0.19%3,203 —— — —
BLK BLACKROCK INC $69.63万0.19%724 —— — —
AME AMETEK INC $69.95万0.19%3,263 —— — —
OXY OCCIDENTAL PETE CORP $70.18万0.19%10,797 —— — —
AR ANTERO RESOURCES CORP $70.27万0.19%16,557 —— — —
PM PHILIP MORRIS INTL INC $70.43万0.19%4,260 —— — —
XEL XCEL ENERGY INC $70.96万0.19%8,933 —— — —
ALGN ALIGN TECHNOLOGY INC $71.04万0.19%4,144 —— — —
TMUS T-MOBILE US INC $71.45万0.19%3,402 —— — —
THC TENET HEALTHCARE CORP $71.99万0.19%3,815 —— — —
FIS FIDELITY NATL INFORMATION SV $72.97万0.20%15,556 —— — —
TEL TE CONNECTIVITY PLC $73.16万0.20%3,500 —— — —