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 |
|---|---|---|---|---|---|---|---|---|
| OC | OWENS CORNING NEW | $131.76万 | 0.26% | 8,289 | 3,477 | 72.3% | $55.27万 | 加仓 |
| NTNX | NUTANIX INC | $132.59万 | 0.26% | 26,018 | 3,857 | 17.4% | $19.66万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $133.40万 | 0.26% | 18,267 | 3,096 | 20.4% | $22.61万 | 加仓 |
| RL | RALPH LAUREN CORP | $133.66万 | 0.26% | 3,330 | 218 | 7.0% | $8.75万 | 加仓 |
| DOV | DOVER CORP | $133.71万 | 0.26% | 5,962 | 24 | 0.4% | $5,383 | 加仓 |
| TPR | TAPESTRY INC | $136.18万 | 0.27% | 9,303 | -270 | -2.8% | -$3.95万 | 减仓 |
| CAT | CATERPILLAR INC | $136.78万 | 0.27% | 1,284 | 113 | 9.6% | $12.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $139.39万 | 0.27% | 2,736 | -75 | -2.7% | -$3.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $140.42万 | 0.27% | 13,062 | -890 | -6.4% | -$9.57万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $140.54万 | 0.27% | 8,273 | -2,090 | -20.2% | -$35.50万 | 减仓 |
| SPGI | S&P GLOBAL INC | $141.65万 | 0.28% | 3,478 | 3,478 | — | $141.65万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $142.94万 | 0.28% | 1,528 | 193 | 14.5% | $18.05万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $143.07万 | 0.28% | 8,489 | -724 | -7.9% | -$12.20万 | 减仓 |
| NTRS | NORTHERN TR CORP | $143.19万 | 0.28% | 8,237 | 1,244 | 17.8% | $21.63万 | 加仓 |
| SHLD | GLOBAL X FDS | $143.63万 | 0.28% | 24,055 | 4,105 | 20.6% | $24.51万 | 加仓 |
| PEP | PEPSICO INC | $144.56万 | 0.28% | 10,676 | -5,593 | -34.4% | -$75.73万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $145.25万 | 0.28% | 36,104 | 4,146 | 13.0% | $16.68万 | 加仓 |
| CIEN | CIENA CORP | $145.84万 | 0.28% | 2,973 | -910 | -23.4% | -$44.64万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $148.84万 | 0.29% | 4,509 | 1,272 | 39.3% | $41.99万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $149.76万 | 0.29% | 28,612 | 4,568 | 19.0% | $23.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $150.57万 | 0.29% | 3,623 | 1,701 | 88.5% | $70.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $150.83万 | 0.29% | 1,563 | 713 | 83.9% | $68.80万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $152.27万 | 0.30% | 7,880 | 145 | 1.9% | $2.80万 | 加仓 |
| DAL | DELTA AIR LINES INC | $156.73万 | 0.31% | 16,734 | -1,011 | -5.7% | -$9.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $156.79万 | 0.31% | 2,699 | 649 | 31.7% | $37.70万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $157.49万 | 0.31% | 11,335 | 7,332 | 183.2% | $101.87万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $159.35万 | 0.31% | 25,927 | 4,210 | 19.4% | $25.87万 | 加仓 |
| MLI | MUELLER INDS INC | $159.54万 | 0.31% | 12,978 | 1,344 | 11.6% | $16.52万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $160.21万 | 0.31% | 10,965 | 3,296 | 43.0% | $48.16万 | 加仓 |
| SNOW | SNOWFLAKE INC | $163.97万 | 0.32% | 6,443 | -1,070 | -14.2% | -$27.23万 | 减仓 |
| INCY | INCYTE CORP | $169.67万 | 0.33% | 14,967 | 496 | 3.4% | $5.62万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $169.78万 | 0.33% | 67,214 | 32,152 | 91.7% | $81.22万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $170.00万 | 0.33% | 21,854 | 12,857 | 142.9% | $100.01万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $170.13万 | 0.33% | 8,480 | 3,127 | 58.4% | $62.73万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $170.80万 | 0.33% | 2,769 | 1,364 | 97.1% | $84.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $172.62万 | 0.34% | 6,797 | -26 | -0.4% | -$6,603 | 减仓 |
| GIS | GENERAL MILLS INC | $173.22万 | 0.34% | 49,777 | 31,551 | 173.1% | $109.80万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $175.42万 | 0.34% | 16,759 | 3,910 | 30.4% | $40.93万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $181.06万 | 0.35% | 25,840 | 2,354 | 10.0% | $16.49万 | 加仓 |
| VRSN | VERISIGN INC | $183.34万 | 0.36% | 7,288 | 1,855 | 34.1% | $46.66万 | 加仓 |
| ES | EVERSOURCE ENERGY | $183.70万 | 0.36% | 25,418 | 10,124 | 66.2% | $73.17万 | 加仓 |
| CMI | CUMMINS INC | $184.36万 | 0.36% | 2,585 | 439 | 20.5% | $31.31万 | 加仓 |
| ILMN | ILLUMINA INC | $188.19万 | 0.37% | 10,703 | -758 | -6.6% | -$13.33万 | 减仓 |
| VDE | VANGUARD WORLD FD | $191.22万 | 0.37% | 12,737 | 12,737 | — | $191.22万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $191.71万 | 0.37% | 30,484 | 4,333 | 16.6% | $27.25万 | 加仓 |
| C | CITIGROUP INC | $196.98万 | 0.38% | 14,074 | 1,427 | 11.3% | $19.97万 | 加仓 |
| FTNT | FORTINET INC | $198.32万 | 0.39% | 12,910 | -3,550 | -21.6% | -$54.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $200.85万 | 0.39% | 6,136 | 1,928 | 45.8% | $63.11万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $201.33万 | 0.39% | 6,013 | 105 | 1.8% | $3.52万 | 加仓 |
| TSLA | TESLA INC | $201.85万 | 0.39% | 4,799 | 956 | 24.9% | $40.21万 | 加仓 |
| EME | EMCOR GROUP INC | $203.32万 | 0.40% | 2,450 | 281 | 13.0% | $23.32万 | 加仓 |
| NTRA | NATERA INC | $205.60万 | 0.40% | 7,574 | -142 | -1.8% | -$3.85万 | 减仓 |
| GOVT | ISHARES TR | $209.78万 | 0.41% | 92,088 | 19,536 | 26.9% | $44.50万 | 加仓 |
| META | META PLATFORMS INC | $211.80万 | 0.41% | 3,760 | 923 | 32.5% | $51.99万 | 加仓 |
| PSX | PHILLIPS 66 | $211.85万 | 0.41% | 12,532 | 2,104 | 20.2% | $35.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $212.62万 | 0.41% | 4,249 | 1,814 | 74.5% | $90.77万 | 加仓 |
| GM | GENERAL MTRS CO | $213.03万 | 0.42% | 27,638 | 4,171 | 17.8% | $32.15万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $213.24万 | 0.42% | 9,324 | 2,431 | 35.3% | $55.60万 | 加仓 |
| APH | AMPHENOL CORP | $226.01万 | 0.44% | 12,818 | -51 | -0.4% | -$8,992 | 减仓 |
| FDX | FEDEX CORP | $234.13万 | 0.46% | 7,477 | 738 | 11.0% | $23.11万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $235.53万 | 0.46% | 9,566 | 1,235 | 14.8% | $30.41万 | 加仓 |
| TJX | TJX COS INC NEW | $239.22万 | 0.47% | 15,790 | 3,091 | 24.3% | $46.83万 | 加仓 |
| WMT | WALMART INC | $262.51万 | 0.51% | 23,177 | -3,311 | -12.5% | -$37.50万 | 减仓 |
| TER | TERADYNE INC | $262.87万 | 0.51% | 5,433 | 754 | 16.1% | $36.48万 | 加仓 |
| ABNB | AIRBNB INC | $264.28万 | 0.52% | 18,468 | 1,899 | 11.5% | $27.17万 | 加仓 |
| CSCO | CISCO SYS INC | $275.07万 | 0.54% | 23,418 | 501 | 2.2% | $5.88万 | 加仓 |
| FTI | TECHNIPFMC PLC | $280.18万 | 0.55% | 42,259 | 1,751 | 4.3% | $11.61万 | 加仓 |
| LLY | ELI LILLY & CO | $282.71万 | 0.55% | 2,357 | 536 | 29.4% | $64.29万 | 加仓 |
| SNDK | SANDISK CORP | $283.08万 | 0.55% | 1,245 | -909 | -42.2% | -$206.68万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $291.25万 | 0.57% | 55,245 | -302 | -0.5% | -$1.59万 | 减仓 |
| CB | CHUBB LIMITED | $295.18万 | 0.58% | 8,663 | 571 | 7.1% | $19.46万 | 加仓 |
| MRK | MERCK & CO INC | $305.96万 | 0.60% | 23,810 | 119 | 0.5% | $1.53万 | 加仓 |
| GEV | GE VERNOVA INC | $314.51万 | 0.61% | 2,677 | 204 | 8.2% | $23.97万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $325.37万 | 0.63% | 88,898 | 11,612 | 15.0% | $42.50万 | 加仓 |
| PCG | PG&E CORP | $334.27万 | 0.65% | 198,733 | 17,421 | 9.6% | $29.30万 | 加仓 |
| GOOGL | ALPHABET INC | $342.19万 | 0.67% | 9,575 | 2,147 | 28.9% | $76.73万 | 加仓 |
| GE | GE AEROSPACE | $367.26万 | 0.72% | 9,827 | 581 | 6.3% | $21.71万 | 加仓 |
| EIX | EDISON INTL | $370.72万 | 0.72% | 49,795 | 3,474 | 7.5% | $25.86万 | 加仓 |
| CNC | CENTENE CORP DEL | $375.87万 | 0.73% | 58,556 | -4,719 | -7.5% | -$30.29万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $376.59万 | 0.73% | 65,358 | 4,038 | 6.6% | $23.27万 | 加仓 |
| GOOG | ALPHABET INC | $384.20万 | 0.75% | 10,874 | 1,523 | 16.3% | $53.81万 | 加仓 |
| INTC | INTEL CORP | $405.97万 | 0.79% | 29,075 | -20,027 | -40.8% | -$279.64万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $407.75万 | 0.80% | 14,088 | 1,275 | 10.0% | $36.90万 | 加仓 |
| CBRE | CBRE GROUP INC | $421.12万 | 0.82% | 31,266 | 31,266 | — | $421.12万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $447.80万 | 0.87% | 10,334 | -456 | -4.2% | -$19.76万 | 减仓 |
| AVGO | BROADCOM INC | $458.14万 | 0.89% | 12,128 | 877 | 7.8% | $33.13万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $476.80万 | 0.93% | 7,465 | -470 | -5.9% | -$30.02万 | 减仓 |
| BAC | BANK OF AMER CORP | $504.61万 | 0.98% | 88,558 | 26,053 | 41.7% | $148.45万 | 加仓 |
| FIX | COMFORT SYS USA INC | $570.80万 | 1.11% | 2,880 | -16 | -0.6% | -$3.17万 | 减仓 |
| AMZN | AMAZON COM INC | $624.64万 | 1.22% | 26,208 | 5,768 | 28.2% | $137.47万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $698.91万 | 1.36% | 157,982 | 20,669 | 15.1% | $91.44万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $719.68万 | 1.40% | 105,819 | 10,844 | 11.4% | $73.75万 | 加仓 |
| IVV | ISHARES TR | $937.87万 | 1.83% | 12,524 | 1,054 | 9.2% | $78.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $947.45万 | 1.85% | 25,400 | 9,077 | 55.6% | $338.58万 | 加仓 |
| AAPL | APPLE INC | $960.83万 | 1.87% | 33,205 | 5,459 | 19.7% | $157.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $969.72万 | 1.89% | 8,401 | -1,031 | -10.9% | -$119.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,018.84万 | 1.99% | 50,919 | 7,806 | 18.1% | $156.19万 | 加仓 |