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
PNFP PINNACLE FINL PARTNERS INC $105.54万0.28%12,252 —— — —
MKTX MARKETAXESS HLDGS INC $105.22万0.28%6,378 —— — —
ADBE ADOBE INC $104.19万0.28%4,286 —— — —
EXE EXPAND ENERGY CORPORATION $104.08万0.28%9,481 —— — —
SF STIFEL FINL CORP $103.13万0.28%13,951 —— — —
PB PROSPERITY BANCSHARES INC $101.92万0.27%15,171 —— — —
TXT TEXTRON INC $101.66万0.27%11,610 —— — —
MEDP MEDPACE HLDGS INC $100.50万0.27%2,093 —— — —
JCI JOHNSON CONTROLS INTERNATION $100.43万0.27%7,669 —— — —
TBIL RBB FD INC $99.97万0.27%20,050 —— — —
HAS HASBRO INC $98.56万0.26%10,530 —— — —
LECO LINCOLN ELEC HLDGS INC $98.46万0.26%3,953 —— — —
COF CAPITAL ONE FINL CORP $97.65万0.26%5,353 —— — —
NTRS NORTHERN TR CORP $97.60万0.26%6,993 —— — —
KMX CARMAX INC $96.83万0.26%23,288 —— — —
HWM HOWMET AEROSPACE INC $96.68万0.26%4,195 —— — —
LVS LAS VEGAS SANDS CORP $96.49万0.26%17,908 —— — —
ITT ITT INC $94.56万0.25%4,963 —— — —
TRV TRAVELERS COMPANIES INC $94.42万0.25%3,237 —— — —
VIK VIKING HOLDINGS LTD $94.41万0.25%12,849 —— — —
VTR VENTAS INC $94.19万0.25%11,517 —— — —
ZM ZOOM COMMUNICATIONS INC $93.86万0.25%11,675 —— — —
CME CME GROUP INC $93.63万0.25%3,170 —— — —
SPY STATE STR SPDR S&P 500 ETF T $93.26万0.25%1,434 —— — —
BIIB BIOGEN INC $93.08万0.25%5,077 —— — —
AA ALCOA CORP $92.11万0.25%13,887 —— — —
MOH MOLINA HEALTHCARE INC $91.88万0.25%6,893 —— — —
EXEL EXELIXIS INC $91.18万0.24%21,258 —— — —
AXS AXIS CAP HLDGS LTD $91.00万0.24%8,973 —— — —
AMP AMERIPRISE FINL INC $90.79万0.24%2,043 —— — —
MTCH MATCH GROUP INC NEW $90.67万0.24%29,523 —— — —
MTZ MASTEC INC $90.15万0.24%2,802 —— — —
OMC OMNICOM GROUP INC $88.84万0.24%11,797 —— — —
VEEV VEEVA SYS INC $87.41万0.23%4,976 —— — —
HII HUNTINGTON INGALLS INDS INC $85.74万0.23%2,257 —— — —
CMG CHIPOTLE MEXICAN GRILL INC $84.52万0.23%26,405 —— — —
GPIX GOLDMAN SACHS ETF TR $84.44万0.23%16,875 —— — —
NTNX NUTANIX INC $84.23万0.23%22,161 —— — —
CI THE CIGNA GROUP $83.52万0.22%3,131 —— — —
MO ALTRIA GROUP INC $83.30万0.22%12,623 —— — —
CAT CATERPILLAR INC $82.99万0.22%1,171 —— — —
MHK MOHAWK INDS INC $81.70万0.22%8,298 —— — —
CRM SALESFORCE INC $81.41万0.22%4,361 —— — —
CW CURTISS WRIGHT CORP $80.51万0.22%1,182 —— — —
FRT FEDERAL RLTY INVT TR NEW $80.39万0.22%7,569 —— — —
UAL UNITED AIRLS HLDGS INC $80.15万0.21%8,705 —— — —
ULTA ULTA BEAUTY INC $79.97万0.21%1,530 —— — —
WELL WELLTOWER INC $79.64万0.21%4,028 —— — —
WWD WOODWARD INC $79.24万0.21%2,214 —— — —
IT GARTNER INC $78.85万0.21%4,980 —— — —
HAL HALLIBURTON CO $76.91万0.21%19,726 —— — —
V VISA INC $76.86万0.21%2,543 —— — —
LULU LULULEMON ATHLETICA INC $75.83万0.20%4,953 —— — —
DKNG DRAFTKINGS INC NEW $75.80万0.20%35,062 —— — —
G GENPACT LIMITED $75.29万0.20%20,212 —— — —
BDX BECTON DICKINSON & CO $74.12万0.20%4,714 —— — —
CMCSA COMCAST CORP NEW $73.66万0.20%25,656 —— — —
CCK CROWN HLDGS INC $73.60万0.20%7,342 —— — —
TEL TE CONNECTIVITY PLC $73.16万0.20%3,500 —— — —
FIS FIDELITY NATL INFORMATION SV $72.97万0.20%15,556 —— — —
THC TENET HEALTHCARE CORP $71.99万0.19%3,815 —— — —
TMUS T-MOBILE US INC $71.45万0.19%3,402 —— — —
ALGN ALIGN TECHNOLOGY INC $71.04万0.19%4,144 —— — —
XEL XCEL ENERGY INC $70.96万0.19%8,933 —— — —
PM PHILIP MORRIS INTL INC $70.43万0.19%4,260 —— — —
AR ANTERO RESOURCES CORP $70.27万0.19%16,557 —— — —
OXY OCCIDENTAL PETE CORP $70.18万0.19%10,797 —— — —
AME AMETEK INC $69.95万0.19%3,263 —— — —
BLK BLACKROCK INC $69.63万0.19%724 —— — —
ROST ROSS STORES INC $69.39万0.19%3,203 —— — —
— HONEYWELL INTL INC $69.14万0.19%3,059 —— — —
ROP ROPER TECHNOLOGIES INC $68.97万0.18%1,949 —— — —
PLD PROLOGIS INC. $68.23万0.18%5,162 —— — —
GIS GENERAL MILLS INC $67.84万0.18%18,226 —— — —
ARMK ARAMARK $67.82万0.18%16,728 —— — —
MDB MONGODB INC $67.39万0.18%2,753 —— — —
CPRT COPART INC $66.96万0.18%20,170 —— — —
MSCI MSCI INC $66.78万0.18%1,239 —— — —
CCL CARNIVAL CORP $66.29万0.18%25,615 —— — —
GAP GAP INC $66.00万0.18%27,274 —— — —
PYPL PAYPAL HLDGS INC $66.00万0.18%14,591 —— — —
RBLX ROBLOX CORP $65.12万0.17%11,514 —— — —
RBC RBC BEARINGS INC $64.79万0.17%1,193 —— — —
VFC V F CORP $64.78万0.17%38,127 —— — —
PODD INSULET CORP $64.55万0.17%3,076 —— — —
PAYX PAYCHEX INC $64.40万0.17%6,991 —— — —
EVR EVERCORE INC $63.97万0.17%2,143 —— — —
A AGILENT TECHNOLOGIES INC $63.74万0.17%5,592 —— — —
S SENTINELONE INC $63.35万0.17%49,186 —— — —
IVZ INVESCO LTD $63.33万0.17%26,071 —— — —
KDP KEURIG DR PEPPER INC $63.07万0.17%23,954 —— — —
BA BOEING CO $62.97万0.17%3,164 —— — —
— JANUS HENDERSON GROUP PLC $62.58万0.17%12,183 —— — —
AIT APPLIED INDL TECHNOLOGIES IN $62.35万0.17%2,350 —— — —
LYB LYONDELLBASELL INDUSTRIES NV $62.33万0.17%7,737 —— — —
TW TRADEWEB MKTS INC $62.15万0.17%5,282 —— — —
INTU INTUIT $61.83万0.17%1,430 —— — —
AON AON PLC $61.81万0.17%1,915 —— — —
JEF JEFFERIES FINANCIAL GROUP IN $61.54万0.16%14,911 —— — —
TEAM ATLASSIAN CORPORATION $61.40万0.16%8,997 —— — —