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 |
|---|---|---|---|---|---|---|---|---|
| LSTR | LANDSTAR SYS INC | $49.18万 | 0.10% | 2,378 | 1,107 | 87.1% | $22.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $49.21万 | 0.10% | 8,713 | 2,435 | 38.8% | $13.75万 | 加仓 |
| TTC | TORO CO | $49.28万 | 0.10% | 5,059 | 9 | 0.2% | $877 | 加仓 |
| IQV | IQVIA HLDGS INC | $49.29万 | 0.10% | 2,551 | 730 | 40.1% | $14.11万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $49.66万 | 0.10% | 5,276 | 2,248 | 74.2% | $21.16万 | 加仓 |
| BPOP | POPULAR INC | $50.16万 | 0.10% | 3,055 | 152 | 5.2% | $2.50万 | 加仓 |
| NWSA | NEWS CORP NEW | $50.49万 | 0.10% | 20,335 | 10,334 | 103.3% | $25.66万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $50.50万 | 0.10% | 3,912 | 1,585 | 68.1% | $20.46万 | 加仓 |
| TW | TRADEWEB MKTS INC | $50.60万 | 0.10% | 5,077 | -205 | -3.9% | -$2.04万 | 减仓 |
| TREX | TREX INC | $51.34万 | 0.10% | 10,260 | 3,469 | 51.1% | $17.36万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $51.59万 | 0.10% | 13,541 | 13,541 | — | $51.59万 | 新建仓 |
| PODD | INSULET CORP | $51.75万 | 0.10% | 3,399 | 323 | 10.5% | $4.92万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $51.91万 | 0.10% | 5,692 | 5,692 | — | $51.91万 | 新建仓 |
| DUOL | DUOLINGO INC | $52.64万 | 0.10% | 4,577 | 4,577 | — | $52.64万 | 新建仓 |
| STT | STATE STR CORP | $52.75万 | 0.10% | 3,110 | 302 | 10.8% | $5.12万 | 加仓 |
| MAS | MASCO CORP | $52.87万 | 0.10% | 6,497 | 6,497 | — | $52.87万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $53.09万 | 0.10% | 4,919 | 4,919 | — | $53.09万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $53.19万 | 0.10% | 5,833 | -3,648 | -38.5% | -$33.27万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $53.25万 | 0.10% | 10,250 | -1,933 | -15.9% | -$10.04万 | 减仓 |
| MMM | 3M CO | $53.71万 | 0.10% | 3,317 | 9 | 0.3% | $1,457 | 加仓 |
| RHI | ROBERT HALF INC. | $54.00万 | 0.11% | 17,591 | 6,067 | 52.6% | $18.63万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $54.11万 | 0.11% | 9,650 | 3,823 | 65.6% | $21.44万 | 加仓 |
| VMC | VULCAN MATLS CO | $54.22万 | 0.11% | 1,838 | 25 | 1.4% | $7,375 | 加仓 |
| GRMN | GARMIN LTD | $54.47万 | 0.11% | 2,293 | 1,028 | 81.3% | $24.42万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $54.60万 | 0.11% | 3,616 | 3,616 | — | $54.60万 | 新建仓 |
| MET | METLIFE INC | $54.73万 | 0.11% | 6,469 | 6,469 | — | $54.73万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $55.35万 | 0.11% | 2,603 | -285 | -9.9% | -$6.06万 | 减仓 |
| MKC | MCCORMICK & CO INC | $55.52万 | 0.11% | 11,012 | 11,012 | — | $55.52万 | 新建仓 |
| LINE | LINEAGE INC | $55.55万 | 0.11% | 12,845 | 5,705 | 79.9% | $24.67万 | 加仓 |
| SF | STIFEL FINL CORP | $55.58万 | 0.11% | 7,966 | -5,985 | -42.9% | -$41.76万 | 减仓 |
| JBL | JABIL INC | $55.59万 | 0.11% | 1,442 | 380 | 35.8% | $14.65万 | 加仓 |
| CSGP | COSTAR GROUP INC | $55.77万 | 0.11% | 19,692 | 19,692 | — | $55.77万 | 新建仓 |
| COO | COOPER COS INC | $56.16万 | 0.11% | 7,832 | 415 | 5.6% | $2.98万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $56.87万 | 0.11% | 14,628 | -928 | -6.0% | -$3.61万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $57.16万 | 0.11% | 3,953 | 268 | 7.3% | $3.88万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $57.81万 | 0.11% | 54,693 | 37,353 | 215.4% | $39.48万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $58.16万 | 0.11% | 17,351 | 17,351 | — | $58.16万 | 新建仓 |
| HUBS | HUBSPOT INC | $58.48万 | 0.11% | 3,204 | 1,385 | 76.1% | $25.28万 | 加仓 |
| VFC | V F CORP | $58.78万 | 0.11% | 35,240 | -2,887 | -7.6% | -$4.82万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $58.81万 | 0.11% | 1,363 | -236 | -14.8% | -$10.18万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $58.93万 | 0.11% | 3,306 | -5,069 | -60.5% | -$90.35万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $59.12万 | 0.12% | 18,493 | 3,459 | 23.0% | $11.06万 | 加仓 |
| TOL | TOLL BROTHERS INC | $59.38万 | 0.12% | 3,604 | 190 | 5.6% | $3.13万 | 加仓 |
| AN | AUTONATION INC | $59.75万 | 0.12% | 3,216 | 1,264 | 64.8% | $23.48万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $59.87万 | 0.12% | 7,558 | -52 | -0.7% | -$4,119 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $60.02万 | 0.12% | 17,652 | -8,753 | -33.1% | -$29.76万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $60.02万 | 0.12% | 5,742 | 2,498 | 77.0% | $26.11万 | 加仓 |
| ATI | ATI INC | $60.35万 | 0.12% | 3,062 | 376 | 14.0% | $7.41万 | 加仓 |
| IRM | IRON MTN INC DEL | $60.41万 | 0.12% | 4,783 | 1,276 | 36.4% | $16.12万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $60.95万 | 0.12% | 13,195 | -4,713 | -26.3% | -$21.77万 | 减仓 |
| KLAC | KLA CORP | $60.98万 | 0.12% | 2,021 | 221 | 12.3% | $6.67万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $61.10万 | 0.12% | 14,150 | -441 | -3.0% | -$1.90万 | 减仓 |
| VEEV | VEEVA SYS INC | $61.28万 | 0.12% | 3,453 | -1,523 | -30.6% | -$27.03万 | 减仓 |
| CME | CME GROUP INC | $61.55万 | 0.12% | 2,787 | -383 | -12.1% | -$8.46万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $61.82万 | 0.12% | 1,766 | 561 | 46.6% | $19.64万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $62.32万 | 0.12% | 1,886 | 627 | 49.8% | $20.72万 | 加仓 |
| USB | US BANCORP | $62.43万 | 0.12% | 10,336 | -493 | -4.6% | -$2.98万 | 减仓 |
| QCOM | QUALCOMM INC | $62.94万 | 0.12% | 3,406 | 1,447 | 73.9% | $26.74万 | 加仓 |
| BALL | BALL CORP | $63.15万 | 0.12% | 10,120 | 1,830 | 22.1% | $11.42万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $63.24万 | 0.12% | 15,306 | 4,127 | 36.9% | $17.05万 | 加仓 |
| CCK | CROWN HLDGS INC | $63.28万 | 0.12% | 5,659 | -1,683 | -22.9% | -$18.82万 | 减仓 |
| HRB | BLOCK H & R INC | $63.75万 | 0.12% | 16,740 | 16,740 | — | $63.75万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $64.25万 | 0.13% | 9,224 | -76 | -0.8% | -$5,293 | 减仓 |
| CPAY | CORPAY INC | $64.35万 | 0.13% | 1,931 | 585 | 43.5% | $19.50万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $65.24万 | 0.13% | 5,519 | 985 | 21.7% | $11.64万 | 加仓 |
| MOS | MOSAIC CO | $65.26万 | 0.13% | 30,797 | 19,386 | 169.9% | $41.08万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $65.40万 | 0.13% | 1,235 | -858 | -41.0% | -$45.44万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $68.14万 | 0.13% | 15,105 | 4,488 | 42.3% | $20.25万 | 加仓 |
| PLD | PROLOGIS INC. | $68.32万 | 0.13% | 5,043 | -119 | -2.3% | -$1.61万 | 减仓 |
| SYY | SYSCO CORP | $68.43万 | 0.13% | 8,187 | 2,791 | 51.7% | $23.33万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $69.22万 | 0.13% | 4,104 | -40 | -1.0% | -$6,746 | 减仓 |
| PFE | PFIZER INC | $69.27万 | 0.14% | 28,765 | 12,235 | 74.0% | $29.46万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $69.61万 | 0.14% | 7,593 | 7,593 | — | $69.61万 | 新建仓 |
| CUBE | CUBESMART | $69.63万 | 0.14% | 17,508 | 11,274 | 180.8% | $44.84万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $69.71万 | 0.14% | 1,842 | -7 | -0.4% | -$2,649 | 减仓 |
| ATO | ATMOS ENERGY CORP | $69.72万 | 0.14% | 4,047 | 2,411 | 147.4% | $41.53万 | 加仓 |
| AA | ALCOA CORP | $70.08万 | 0.14% | 13,441 | -446 | -3.2% | -$2.33万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $70.19万 | 0.14% | 12,154 | 12,154 | — | $70.19万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $70.25万 | 0.14% | 29,630 | 9,203 | 45.1% | $21.82万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $70.96万 | 0.14% | 4,990 | 3,217 | 181.4% | $45.75万 | 加仓 |
| XEL | XCEL ENERGY INC | $71.98万 | 0.14% | 8,964 | 31 | 0.3% | $2,489 | 加仓 |
| MSCI | MSCI INC | $72.30万 | 0.14% | 1,291 | 52 | 4.2% | $2.91万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $72.80万 | 0.14% | 18,686 | 18,686 | — | $72.80万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $72.83万 | 0.14% | 20,726 | 4,169 | 25.2% | $14.65万 | 加仓 |
| DDOG | DATADOG INC | $73.55万 | 0.14% | 2,825 | -322 | -10.2% | -$8.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $73.80万 | 0.14% | 967 | 42 | 4.5% | $3.21万 | 加仓 |
| MDT | MEDTRONIC PLC | $74.78万 | 0.15% | 9,559 | 6,177 | 182.6% | $48.32万 | 加仓 |
| HAS | HASBRO INC | $75.45万 | 0.15% | 9,135 | -1,395 | -13.2% | -$11.52万 | 减仓 |
| VLO | VALERO ENERGY CORP | $75.81万 | 0.15% | 2,911 | 1,551 | 114.0% | $40.39万 | 加仓 |
| EQIX | EQUINIX INC | $75.89万 | 0.15% | 728 | 235 | 47.7% | $24.50万 | 加仓 |
| CI | THE CIGNA GROUP | $76.36万 | 0.15% | 2,770 | -361 | -11.5% | -$9.95万 | 减仓 |
| ADBE | ADOBE INC | $76.64万 | 0.15% | 3,738 | -548 | -12.8% | -$11.24万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $76.67万 | 0.15% | 9,327 | 9,327 | — | $76.67万 | 新建仓 |
| RBLX | ROBLOX CORP | $76.71万 | 0.15% | 14,107 | 2,593 | 22.5% | $14.10万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $77.99万 | 0.15% | 16,058 | 5,261 | 48.7% | $25.55万 | 加仓 |
| FIVE | FIVE BELOW INC | $78.03万 | 0.15% | 4,340 | -1,035 | -19.3% | -$18.61万 | 减仓 |
| DTE | DTE ENERGY CO | $78.44万 | 0.15% | 5,148 | 5,148 | — | $78.44万 | 新建仓 |
| DOCU | DOCUSIGN INC | $78.54万 | 0.15% | 17,682 | 8,825 | 99.6% | $39.20万 | 加仓 |
| NNN | NNN REIT INC | $78.74万 | 0.15% | 16,923 | 9,942 | 142.4% | $46.26万 | 加仓 |
| BLK | BLACKROCK INC | $78.94万 | 0.15% | 821 | 97 | 13.4% | $9.33万 | 加仓 |