13F 机构持仓

Bull Harbor Capital LLC

BETHESDA MD · SEC CIK 0002135047

2026Q22026Q1 更早 9 个季度 🔒
$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
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%
MU 1.9%
AAPL 1.9%
MSFT 1.8%
IVV 1.8%
DYNF 1.4%
GMAR 1.4%
AMZN 1.2%
FIX 1.1%
BAC 1.0%

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
SPGI S&P GLOBAL INC $00.00%0 -3,169-100.0% -$134.79万 清仓
CRM SALESFORCE INC $00.00%0 -4,361-100.0% -$81.41万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -4,953-100.0% -$75.83万 清仓
G GENPACT LIMITED $00.00%0 -20,212-100.0% -$75.29万 清仓
CCL CARNIVAL CORP $00.00%0 -25,615-100.0% -$66.29万 清仓
INTU INTUIT $00.00%0 -1,430-100.0% -$61.83万 清仓
— COTERRA ENERGY INC $00.00%0 -17,151-100.0% -$60.27万 清仓
SYK STRYKER CORPORATION $00.00%0 -1,779-100.0% -$58.46万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -8,684-100.0% -$49.50万 清仓
ESTC ELASTIC N V $00.00%0 -9,115-100.0% -$45.57万 清仓
WEX WEX INC $00.00%0 -2,977-100.0% -$45.56万 清仓
TRMB TRIMBLE INC $00.00%0 -6,897-100.0% -$44.99万 清仓
IWR ISHARES TR $00.00%0 -4,542-100.0% -$44.16万 清仓
FISV FISERV INC $00.00%0 -7,873-100.0% -$43.93万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -6,058-100.0% -$43.58万 清仓
CHWY CHEWY INC $00.00%0 -14,734-100.0% -$39.78万 清仓
— MASIMO CORP $00.00%0 -2,151-100.0% -$38.26万 清仓
PGR PROGRESSIVE CORP $00.00%0 -1,816-100.0% -$36.00万 清仓
— AIR LEASE CORP $00.00%0 -5,214-100.0% -$33.86万 清仓
CACI CACI INTL INC $00.00%0 -609-100.0% -$33.12万 清仓
ALLE ALLEGION PLC $00.00%0 -2,104-100.0% -$30.57万 清仓
SAM BOSTON BEER INC $00.00%0 -1,316-100.0% -$30.32万 清仓
INGR INGREDION INC $00.00%0 -2,422-100.0% -$27.29万 清仓
HAYW HAYWARD HLDGS INC $00.00%0 -19,455-100.0% -$26.03万 清仓
PEGA PEGASYSTEMS INC $00.00%0 -5,974-100.0% -$25.43万 清仓
MUR MURPHY OIL CORP $00.00%0 -5,920-100.0% -$24.42万 清仓
SIGI SELECTIVE INS GROUP INC $00.00%0 -3,233-100.0% -$24.37万 清仓
CNH CNH INDL N V $00.00%0 -22,070-100.0% -$24.28万 清仓
ORI OLD REP INTL CORP $00.00%0 -6,058-100.0% -$24.17万 清仓
MCD MCDONALDS CORP $00.00%0 -766-100.0% -$23.80万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -501-100.0% -$23.71万 清仓
EPAM EPAM SYS INC $00.00%0 -1,710-100.0% -$23.15万 清仓
— GATES INDL CORP PLC $00.00%0 -9,907-100.0% -$22.40万 清仓
PR PERMIAN RESOURCES CORP $00.00%0 -10,338-100.0% -$22.04万 清仓
PAAS PAN AMERN SILVER CORP $00.00%0 -4,000-100.0% -$21.85万 清仓
OLLI OLLIES BARGAIN OUTLET HLDGS $00.00%0 -2,370-100.0% -$21.81万 清仓
ECL ECOLAB INC $00.00%0 -817-100.0% -$21.73万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -1,646-100.0% -$20.95万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,288-100.0% -$20.93万 清仓
GLOB GLOBANT S A $00.00%0 -4,448-100.0% -$20.51万 清仓
KVUE KENVUE INC $00.00%0 -11,228-100.0% -$19.36万 清仓
LYFT LYFT INC $00.00%0 -12,043-100.0% -$16.02万 清仓
HUN HUNTSMAN CORP $00.00%0 -11,579-100.0% -$15.41万 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -22,489-100.0% -$13.49万 清仓
ALLO ALLOGENE THERAPEUTICS INC $00.00%0 -12,703-100.0% -$3.10万 清仓
— BEYOND MEAT INC $8,2610.00%11,015 -11,280-50.6% -$8,460 减仓
— GOSSAMER BIO INC $8,4330.00%51,235 20,03964.2% $3,298 加仓
— NEW FORTRESS ENERGY INC $9,5710.00%26,360 6,87535.3% $2,496 加仓
UWMC UWM HOLDINGS CORPORATION $2.42万0.00%10,551 -1,973-15.8% -$4,518 减仓
— ALIGHT INC $2.57万0.01%45,978 -7,518-14.1% -$4,210 减仓
PLTK PLAYTIKA HLDG CORP $3.79万0.01%10,195 -7,777-43.3% -$2.89万 减仓
IRWD IRONWOOD PHARMACEUTICALS INC $4.26万0.01%10,128 -3,593-26.2% -$1.51万 减仓
RPAY REPAY HLDGS CORP $4.35万0.01%10,368 10,368— $4.35万 新建仓
SFIX STITCH FIX INC $4.51万0.01%10,962 10,962— $4.51万 新建仓
BUR BURFORD CAPITAL LIMITED $5.46万0.01%13,317 13,317— $5.46万 新建仓
PTON PELOTON INTERACTIVE INC $5.93万0.01%10,031 10,031— $5.93万 新建仓
TDUP THREDUP INC $6.87万0.01%10,024 10,024— $6.87万 新建仓
JBLU JETBLUE AIRWAYS CORP $7.18万0.01%12,533 12,533— $7.18万 新建仓
RXT RACKSPACE TECHNOLOGY INC $8.58万0.02%13,137 1,0458.6% $6,824 加仓
WEN WENDYS CO $9.18万0.02%11,069 2822.6% $2,338 加仓
ASAN ASANA INC $9.38万0.02%13,404 13,404— $9.38万 新建仓
BLMN BLOOMIN BRANDS INC $9.42万0.02%10,307 10,307— $9.42万 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $9.82万0.02%33,531 13,95271.3% $4.09万 加仓
OTF BLUE OWL TECHNOLOGY FIN CORP $10.64万0.02%10,285 10,285— $10.64万 新建仓
DV DOUBLEVERIFY HLDGS INC $10.86万0.02%10,017 -4,739-32.1% -$5.14万 减仓
FLO FLOWERS FOODS INC $11.09万0.02%14,044 14,044— $11.09万 新建仓
SNAP SNAP INC $11.42万0.02%25,711 25,711— $11.42万 新建仓
GO GROCERY OUTLET HLDG CORP $12.26万0.02%12,285 12,285— $12.26万 新建仓
MPT MEDICAL PROPERTIES TRUST INC $12.54万0.02%27,133 4,22018.4% $1.95万 加仓
BULL WEBULL CORP $12.69万0.02%19,458 19,458— $12.69万 新建仓
FMC FMC CORP $13.04万0.03%11,337 -5,085-31.0% -$5.85万 减仓
LCID LUCID GROUP INC $13.16万0.03%19,677 19,677— $13.16万 新建仓
LBTYA LIBERTY GLOBAL LTD $14.73万0.03%12,952 12,952— $14.73万 新建仓
AVTR AVANTOR INC $15.73万0.03%15,884 15,884— $15.73万 新建仓
ADT ADT INC DEL $18.17万0.04%27,960 -46,990-62.7% -$30.54万 减仓
KD KYNDRYL HLDGS INC $19.02万0.04%16,815 5,60350.0% $6.34万 加仓
NOV NOV INC $19.93万0.04%10,745 10,745— $19.93万 新建仓
IPGP IPG PHOTONICS CORP $20.18万0.04%1,720 1,720— $20.18万 新建仓
UDR UDR INC $20.32万0.04%5,090 5,090— $20.32万 新建仓
UNM UNUM GROUP $20.39万0.04%2,281 2,281— $20.39万 新建仓
WTRG ESSENTIAL UTILS INC $20.43万0.04%5,333 5,333— $20.43万 新建仓
MPC MARATHON PETE CORP $20.66万0.04%808 808— $20.66万 新建仓
HEI/A HEICO CORP NEW $20.81万0.04%807 807— $20.81万 新建仓
NEE NEXTERA ENERGY INC $20.90万0.04%2,381 190.8% $1,668 加仓
WLK WESTLAKE CORPORATION $20.93万0.04%2,867 2,867— $20.93万 新建仓
ROP ROPER TECHNOLOGIES INC $20.98万0.04%620 -1,329-68.2% -$44.97万 减仓
NWL NEWELL BRANDS INC $20.99万0.04%34,188 11,35149.7% $6.97万 加仓
EXLS EXLSERVICE HLDGS INC $21.20万0.04%8,198 -1,126-12.1% -$2.91万 减仓
FLR FLUOR CORP $21.25万0.04%4,057 4,057— $21.25万 新建仓
TCBI TEXAS CAP BANCSHARES INC $21.29万0.04%2,062 2,062— $21.29万 新建仓
THC TENET HEALTHCARE CORP $21.31万0.04%1,139 -2,676-70.1% -$50.06万 减仓
RTX RTX CORPORATION $21.31万0.04%1,123 1,123— $21.31万 新建仓
RMD RESMED INC $21.42万0.04%1,099 1,099— $21.42万 新建仓
SPDW SPDR INDEX SHS FDS $21.46万0.04%4,258 4,258— $21.46万 新建仓
ALB ALBEMARLE CORP $21.51万0.04%1,593 21615.7% $2.92万 加仓
F FORD MTR CO $21.86万0.04%15,727 15,727— $21.86万 新建仓
RRC RANGE RES CORP $21.88万0.04%5,882 440.8% $1,636 加仓
EMN EASTMAN CHEM CO $22.00万0.04%3,285 200.6% $1,340 加仓
DRS LEONARDO DRS INC $22.12万0.04%5,185 5,185— $22.12万 新建仓
HONA HONEYWELL AEROSPACE INC $22.20万0.04%1,004 1,004— $22.20万 新建仓