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 |
|---|---|---|---|---|---|---|---|---|
| MANH | MANHATTAN ASSOCIATES INC | $79.23万 | 0.15% | 5,690 | 1,079 | 23.4% | $15.03万 | 加仓 |
| HAL | HALLIBURTON CO | $79.35万 | 0.15% | 23,372 | 3,646 | 18.5% | $12.38万 | 加仓 |
| MKSI | MKS INC. | $79.80万 | 0.16% | 1,794 | 743 | 70.7% | $33.05万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $79.95万 | 0.16% | 9,702 | 33 | 0.3% | $2,720 | 加仓 |
| DOW | DOW HLDGS INC | $81.47万 | 0.16% | 29,778 | -45 | -0.2% | -$1,231 | 减仓 |
| GL | GLOBE LIFE INC | $81.57万 | 0.16% | 4,565 | 700 | 18.1% | $12.51万 | 加仓 |
| MDB | MONGODB INC | $81.72万 | 0.16% | 2,433 | -320 | -11.6% | -$10.75万 | 减仓 |
| LEN | LENNAR CORP | $82.04万 | 0.16% | 9,066 | 4,549 | 100.7% | $41.16万 | 加仓 |
| LIN | LINDE PLC | $82.25万 | 0.16% | 1,585 | 567 | 55.7% | $29.42万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $82.43万 | 0.16% | 14,406 | -4,801 | -25.0% | -$27.47万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.48万 | 0.16% | 2,933 | 1,584 | 117.4% | $44.54万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $82.50万 | 0.16% | 15,041 | 6,540 | 76.9% | $35.87万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $82.54万 | 0.16% | 14,854 | -2,021 | -12.0% | -$11.23万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $83.89万 | 0.16% | 15,874 | 10,807 | 213.3% | $57.12万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $84.07万 | 0.16% | 4,170 | 670 | 19.1% | $13.51万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.14万 | 0.16% | 832 | 176 | 26.8% | $17.80万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $85.15万 | 0.17% | 1,856 | -187 | -9.2% | -$8.58万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $85.38万 | 0.17% | 995 | 158 | 18.9% | $13.56万 | 加仓 |
| ARW | ARROW ELECTRS INC | $85.83万 | 0.17% | 4,022 | 729 | 22.1% | $15.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $85.99万 | 0.17% | 6,910 | 5,763 | 502.4% | $71.71万 | 加仓 |
| CHE | CHEMED CORP NEW | $86.12万 | 0.17% | 1,849 | 1,849 | — | $86.12万 | 新建仓 |
| IVZ | INVESCO LTD | $86.93万 | 0.17% | 32,939 | 6,868 | 26.3% | $18.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $87.27万 | 0.17% | 5,335 | 5,335 | — | $87.27万 | 新建仓 |
| MCO | MOODYS CORP | $87.87万 | 0.17% | 1,940 | 678 | 53.7% | $30.71万 | 加仓 |
| NET | CLOUDFLARE INC | $89.82万 | 0.18% | 3,662 | 1,641 | 81.2% | $40.25万 | 加仓 |
| WELL | WELLTOWER INC | $91.67万 | 0.18% | 4,039 | 11 | 0.3% | $2,497 | 加仓 |
| CW | CURTISS WRIGHT CORP | $93.96万 | 0.18% | 1,240 | 58 | 4.9% | $4.40万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $94.51万 | 0.18% | 5,224 | 964 | 22.6% | $17.44万 | 加仓 |
| ARMK | ARAMARK | $94.69万 | 0.18% | 16,641 | -87 | -0.5% | -$4,950 | 减仓 |
| MO | ALTRIA GROUP INC | $95.41万 | 0.19% | 13,260 | 637 | 5.0% | $4.58万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $95.85万 | 0.19% | 15,721 | 8,470 | 116.8% | $51.64万 | 加仓 |
| ITT | ITT INC | $96.61万 | 0.19% | 4,885 | -78 | -1.6% | -$1.54万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $97.38万 | 0.19% | 9,653 | -2,599 | -21.2% | -$26.22万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $97.41万 | 0.19% | 19,489 | 4,578 | 30.7% | $22.88万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $97.96万 | 0.19% | 7,375 | 1,783 | 31.9% | $23.68万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $98.07万 | 0.19% | 11,363 | -312 | -2.7% | -$2.69万 | 减仓 |
| AYI | ACUITY INC | $98.68万 | 0.19% | 2,620 | 1,906 | 266.9% | $71.79万 | 加仓 |
| ROST | ROSS STORES INC | $99.34万 | 0.19% | 4,667 | 1,464 | 45.7% | $31.16万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $99.39万 | 0.19% | 1,594 | -472 | -22.8% | -$29.43万 | 减仓 |
| OSK | OSHKOSH CORP | $99.41万 | 0.19% | 6,477 | 2,869 | 79.5% | $44.03万 | 加仓 |
| KMX | CARMAX INC | $99.82万 | 0.19% | 18,873 | -4,415 | -19.0% | -$23.35万 | 减仓 |
| TBIL | RBB FD INC | $99.97万 | 0.19% | 20,050 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $100.04万 | 0.20% | 4,348 | 4,348 | — | $100.04万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $100.17万 | 0.20% | 6,010 | -4,550 | -43.1% | -$75.83万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $100.59万 | 0.20% | 9,362 | 389 | 4.3% | $4.18万 | 加仓 |
| MHK | MOHAWK INDS INC | $100.62万 | 0.20% | 8,293 | -5 | -0.1% | -$607 | 减仓 |
| VTR | VENTAS INC | $101.37万 | 0.20% | 11,416 | -101 | -0.9% | -$8,969 | 减仓 |
| TMUS | T-MOBILE US INC | $101.91万 | 0.20% | 6,076 | 2,674 | 78.6% | $44.85万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $102.24万 | 0.20% | 26,871 | -2,652 | -9.0% | -$10.09万 | 减仓 |
| IT | GARTNER INC | $102.74万 | 0.20% | 7,926 | 2,946 | 59.2% | $38.19万 | 加仓 |
| AME | AMETEK INC | $102.85万 | 0.20% | 4,251 | 988 | 30.3% | $23.90万 | 加仓 |
| TXT | TEXTRON INC | $103.04万 | 0.20% | 11,233 | -377 | -3.2% | -$3.46万 | 减仓 |
| WWD | WOODWARD INC | $103.51万 | 0.20% | 2,433 | 219 | 9.9% | $9.32万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $103.72万 | 0.20% | 2,928 | -1,103 | -27.4% | -$39.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $104.40万 | 0.20% | 31,361 | 2,213 | 7.6% | $7.37万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $104.62万 | 0.20% | 36,620 | 36,620 | — | $104.62万 | 新建仓 |
| BA | BOEING CO | $104.75万 | 0.20% | 4,839 | 1,675 | 52.9% | $36.26万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $104.91万 | 0.20% | 8,499 | 930 | 12.3% | $11.48万 | 加仓 |
| ORCL | ORACLE CORP | $104.96万 | 0.20% | 7,162 | 3,461 | 93.5% | $50.72万 | 加仓 |
| S | SENTINELONE INC | $105.08万 | 0.20% | 61,919 | 12,733 | 25.9% | $21.61万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $106.63万 | 0.21% | 4,016 | 63 | 1.6% | $1.67万 | 加仓 |
| V | VISA INC | $106.94万 | 0.21% | 3,117 | 574 | 22.6% | $19.69万 | 加仓 |
| RBC | RBC BEARINGS INC | $107.30万 | 0.21% | 1,666 | 473 | 39.6% | $30.46万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $108.38万 | 0.21% | 11,944 | 8,671 | 264.9% | $78.68万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $108.49万 | 0.21% | 20,606 | 12,869 | 166.3% | $67.76万 | 加仓 |
| EOG | EOG RES INC | $108.57万 | 0.21% | 8,369 | 5,163 | 161.0% | $66.98万 | 加仓 |
| BURL | BURLINGTON STORES INC | $108.63万 | 0.21% | 3,429 | 76 | 2.3% | $2.41万 | 加仓 |
| NVT | NVENT ELEC PLC | $108.84万 | 0.21% | 6,417 | 2,178 | 51.4% | $36.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $109.18万 | 0.21% | 1,462 | 28 | 2.0% | $2.09万 | 加仓 |
| CPRT | COPART INC | $110.03万 | 0.21% | 39,033 | 18,863 | 93.5% | $53.17万 | 加仓 |
| DHR | DANAHER CORP DEL | $110.32万 | 0.22% | 5,792 | -4,661 | -44.6% | -$88.78万 | 减仓 |
| WFC | WELLS FARGO & CO | $110.69万 | 0.22% | 13,394 | 9,337 | 230.1% | $77.16万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $110.85万 | 0.22% | 3,278 | 928 | 39.5% | $31.38万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $112.54万 | 0.22% | 4,398 | -184 | -4.0% | -$4.71万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.06万 | 0.22% | 9,776 | -1,350 | -12.1% | -$15.75万 | 减仓 |
| HD | HOME DEPOT INC | $114.15万 | 0.22% | 3,237 | 1,835 | 130.9% | $64.71万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $115.17万 | 0.22% | 8,469 | -236 | -2.7% | -$3.21万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $116.12万 | 0.23% | 4,319 | 124 | 3.0% | $3.33万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $116.29万 | 0.23% | 16,617 | 248 | 1.5% | $1.74万 | 加仓 |
| MTZ | MASTEC INC | $116.54万 | 0.23% | 2,801 | -1 | -0.0% | -$416 | 减仓 |
| — | EXXON MOBIL CORP | $116.93万 | 0.23% | 8,553 | 727 | 9.3% | $9.94万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $116.97万 | 0.23% | 13,565 | 166 | 1.2% | $1.43万 | 加仓 |
| TSN | TYSON FOODS INC | $116.99万 | 0.23% | 20,435 | -3,526 | -14.7% | -$20.19万 | 减仓 |
| SNPS | SYNOPSYS INC | $119.99万 | 0.23% | 2,690 | 2,690 | — | $119.99万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $120.26万 | 0.23% | 8,790 | 203 | 2.4% | $2.78万 | 加仓 |
| EXEL | EXELIXIS INC | $120.45万 | 0.23% | 22,138 | 880 | 4.1% | $4.79万 | 加仓 |
| EVR | EVERCORE INC | $121.31万 | 0.24% | 3,553 | 1,410 | 65.8% | $48.14万 | 加仓 |
| RBRK | RUBRIK INC. | $122.42万 | 0.24% | 15,249 | 15,249 | — | $122.42万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $123.47万 | 0.24% | 7,449 | 5,335 | 252.4% | $88.43万 | 加仓 |
| PAYX | PAYCHEX INC | $124.07万 | 0.24% | 12,618 | 5,627 | 80.5% | $55.33万 | 加仓 |
| BWA | BORGWARNER INC | $124.69万 | 0.24% | 18,779 | -674 | -3.5% | -$4.48万 | 减仓 |
| DG | DOLLAR GEN CORP | $125.16万 | 0.24% | 10,873 | -3,181 | -22.6% | -$36.62万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $125.66万 | 0.25% | 5,027 | 2,388 | 90.5% | $59.70万 | 加仓 |
| WAB | WABTEC | $125.69万 | 0.25% | 4,662 | 145 | 3.2% | $3.91万 | 加仓 |
| NEM | NEWMONT CORP | $125.84万 | 0.25% | 13,473 | -977 | -6.8% | -$9.13万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $126.07万 | 0.25% | 8,597 | -4,962 | -36.6% | -$72.76万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $127.25万 | 0.25% | 7,634 | 5,405 | 242.5% | $90.10万 | 加仓 |
| BIIB | BIOGEN INC | $130.20万 | 0.25% | 6,026 | 949 | 18.7% | $20.50万 | 加仓 |
| TGT | TARGET CORP | $130.54万 | 0.25% | 9,995 | 1,248 | 14.3% | $16.30万 | 加仓 |
| AON | AON PLC | $130.95万 | 0.26% | 3,948 | 2,033 | 106.2% | $67.43万 | 加仓 |