Bull Harbor Capital LLC
BETHESDA MD · SEC CIK 0002135047
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MANH | MANHATTAN ASSOCIATES INC | $61.38万 | 0.16% | 4,611 | — | — | — | — |
| AMKR | AMKOR TECHNOLOGY INC | $60.34万 | 0.16% | 13,399 | — | — | — | — |
| — | COTERRA ENERGY INC | $60.27万 | 0.16% | 17,151 | — | — | — | — |
| T | AT&T INC | $59.90万 | 0.16% | 20,662 | — | — | — | — |
| RGA | REINSURANCE GROUP AMER INC | $58.96万 | 0.16% | 2,888 | — | — | — | — |
| LITE | LUMENTUM HLDGS INC | $58.82万 | 0.16% | 837 | — | — | — | — |
| SYK | STRYKER CORPORATION | $58.46万 | 0.16% | 1,779 | — | — | — | — |
| DINO | HF SINCLAIR CORP | $58.02万 | 0.16% | 9,300 | — | — | — | — |
| COP | CONOCOPHILLIPS | $57.92万 | 0.16% | 4,388 | — | — | — | — |
| USB | US BANCORP | $56.32万 | 0.15% | 10,829 | — | — | — | — |
| DVN | DEVON ENERGY CORP NEW | $56.25万 | 0.15% | 11,179 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC | $55.49万 | 0.15% | 656 | — | — | — | — |
| CRS | CARPENTER TECHNOLOGY CORP | $55.38万 | 0.15% | 1,405 | — | — | — | — |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $55.21万 | 0.15% | 7,610 | — | — | — | — |
| MCO | MOODYS CORP | $55.05万 | 0.15% | 1,262 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP | $54.75万 | 0.15% | 8,726 | — | — | — | — |
| ORCL | ORACLE CORP | $54.45万 | 0.15% | 3,701 | — | — | — | — |
| RGLD | ROYAL GOLD INC | $54.38万 | 0.15% | 2,137 | — | — | — | — |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $53.91万 | 0.14% | 4,050 | — | — | — | — |
| GL | GLOBE LIFE INC | $53.79万 | 0.14% | 3,865 | — | — | — | — |
| OSK | OSHKOSH CORP | $53.11万 | 0.14% | 3,608 | — | — | — | — |
| COO | COOPER COS INC | $53.03万 | 0.14% | 7,417 | — | — | — | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $52.12万 | 0.14% | 2,639 | — | — | — | — |
| OC | OWENS CORNING NEW | $52.08万 | 0.14% | 4,812 | — | — | — | — |
| AKAM | AKAMAI TECHNOLOGIES INC | $52.07万 | 0.14% | 4,534 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $52.00万 | 0.14% | 1,922 | — | — | — | — |
| FNF | FIDELITY NATL FINL INC | $51.49万 | 0.14% | 11,101 | — | — | — | — |
| BBY | BEST BUY INC | $50.63万 | 0.14% | 7,887 | — | — | — | — |
| LIN | LINDE PLC | $50.47万 | 0.14% | 1,018 | — | — | — | — |
| KMI | KINDER MORGAN INC DEL | $50.41万 | 0.14% | 15,034 | — | — | — | — |
| NVT | NVENT ELEC PLC | $50.14万 | 0.13% | 4,239 | — | — | — | — |
| PCOR | PROCORE TECHNOLOGIES INC | $49.50万 | 0.13% | 8,684 | — | — | — | — |
| UTHR | UNITED THERAPEUTICS CORP DEL | $49.40万 | 0.13% | 833 | — | — | — | — |
| VMC | VULCAN MATLS CO | $49.37万 | 0.13% | 1,813 | — | — | — | — |
| ADT | ADT INC DEL | $49.24万 | 0.13% | 74,950 | — | — | — | — |
| DECK | DECKERS OUTDOOR CORP | $49.04万 | 0.13% | 4,900 | — | — | — | — |
| BALL | BALL CORP | $49.00万 | 0.13% | 8,290 | — | — | — | — |
| MAA | MID-AMER APT CMNTYS INC | $48.88万 | 0.13% | 4,003 | — | — | — | — |
| AXTA | AXALTA COATING SYS LTD | $48.87万 | 0.13% | 17,642 | — | — | — | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $48.36万 | 0.13% | 997 | — | — | — | — |
| EQIX | EQUINIX INC | $48.33万 | 0.13% | 493 | — | — | — | — |
| MMM | 3M CO | $48.04万 | 0.13% | 3,308 | — | — | — | — |
| EW | EDWARDS LIFESCIENCES CORP | $47.69万 | 0.13% | 5,955 | — | — | — | — |
| CRH | CRH PLC | $47.64万 | 0.13% | 4,532 | — | — | — | — |
| ARW | ARROW ELECTRS INC | $47.22万 | 0.13% | 3,293 | — | — | — | — |
| TTC | TORO CO | $47.19万 | 0.13% | 5,050 | — | — | — | — |
| STEP | STEPSTONE GROUP INC | $46.83万 | 0.13% | 9,813 | — | — | — | — |
| GTLB | GITLAB INC | $46.76万 | 0.13% | 21,606 | — | — | — | — |
| TOL | TOLL BROTHERS INC | $46.59万 | 0.12% | 3,414 | — | — | — | — |
| PFE | PFIZER INC | $46.42万 | 0.12% | 16,530 | — | — | — | — |
| EOG | EOG RES INC | $46.35万 | 0.12% | 3,206 | — | — | — | — |
| HD | HOME DEPOT INC | $46.10万 | 0.12% | 1,402 | — | — | — | — |
| IGRO | ISHARES TR | $46.00万 | 0.12% | 5,491 | — | — | — | — |
| ESTC | ELASTIC N V | $45.57万 | 0.12% | 9,115 | — | — | — | — |
| WEX | WEX INC | $45.56万 | 0.12% | 2,977 | — | — | — | — |
| ETN | EATON CORP PLC | $45.39万 | 0.12% | 1,269 | — | — | — | — |
| DAR | DARLING INGREDIENTS INC | $45.15万 | 0.12% | 7,300 | — | — | — | — |
| TRMB | TRIMBLE INC | $44.99万 | 0.12% | 6,897 | — | — | — | — |
| GPIQ | GOLDMAN SACHS ETF TR | $44.47万 | 0.12% | 8,985 | — | — | — | — |
| HUBS | HUBSPOT INC | $44.40万 | 0.12% | 1,819 | — | — | — | — |
| IWR | ISHARES TR | $44.16万 | 0.12% | 4,542 | — | — | — | — |
| FISV | FISERV INC | $43.93万 | 0.12% | 7,873 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $43.73万 | 0.12% | 2,114 | — | — | — | — |
| BNY | BANK NEW YORK MELLON CORP | $43.72万 | 0.12% | 3,685 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC | $43.58万 | 0.12% | 6,058 | — | — | — | — |
| FERG | FERGUSON ENTERPRISES INC | $43.41万 | 0.12% | 1,861 | — | — | — | — |
| GFS | GLOBALFOUNDRIES INC | $43.01万 | 0.12% | 9,669 | — | — | — | — |
| EFX | EQUIFAX INC | $42.93万 | 0.11% | 2,384 | — | — | — | — |
| NFLX | NETFLIX INC. | $42.88万 | 0.11% | 4,460 | — | — | — | — |
| — | PALMER SQUARE FUNDS TR | $42.21万 | 0.11% | 20,649 | — | — | — | — |
| DOCU | DOCUSIGN INC | $41.99万 | 0.11% | 8,857 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $41.70万 | 0.11% | 2,050 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP | $41.70万 | 0.11% | 4,437 | — | — | — | — |
| NET | CLOUDFLARE INC | $41.70万 | 0.11% | 2,021 | — | — | — | — |
| AWI | ARMSTRONG WORLD INDS INC NEW | $40.99万 | 0.11% | 2,487 | — | — | — | — |
| SYF | SYNCHRONY FINANCIAL | $40.59万 | 0.11% | 5,968 | — | — | — | — |
| GPC | GENUINE PARTS CO | $40.09万 | 0.11% | 3,791 | — | — | — | — |
| SRPT | SAREPTA THERAPEUTICS INC | $39.82万 | 0.11% | 18,298 | — | — | — | — |
| CHWY | CHEWY INC | $39.78万 | 0.11% | 14,734 | — | — | — | — |
| KEY | KEYCORP | $39.27万 | 0.11% | 19,586 | — | — | — | — |
| LEN | LENNAR CORP | $39.23万 | 0.11% | 4,517 | — | — | — | — |
| CPAY | CORPAY INC | $39.17万 | 0.10% | 1,346 | — | — | — | — |
| HST | HOST HOTELS & RESORTS INC | $39.14万 | 0.10% | 20,427 | — | — | — | — |
| ATI | ATI INC | $39.07万 | 0.10% | 2,686 | — | — | — | — |
| — | DUPONT DE NEMOURS INC | $39.02万 | 0.10% | 8,519 | — | — | — | — |
| BPOP | POPULAR INC | $38.95万 | 0.10% | 2,903 | — | — | — | — |
| OMF | ONEMAIN HLDGS INC | $38.79万 | 0.10% | 7,251 | — | — | — | — |
| SYY | SYSCO CORP | $38.49万 | 0.10% | 5,396 | — | — | — | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.28万 | 0.10% | 1,259 | — | — | — | — |
| CHTR | CHARTER COMMUNICATIONS INC | $38.28万 | 0.10% | 1,773 | — | — | — | — |
| — | MASIMO CORP | $38.26万 | 0.10% | 2,151 | — | — | — | — |
| AN | AUTONATION INC | $38.11万 | 0.10% | 1,952 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $38.05万 | 0.10% | 4,223 | — | — | — | — |
| ONTO | ONTO INNOVATION INC | $37.92万 | 0.10% | 1,849 | — | — | — | — |
| DDOG | DATADOG INC | $37.15万 | 0.10% | 3,147 | — | — | — | — |
| MGM | MGM RESORTS INTERNATIONAL | $37.06万 | 0.10% | 10,014 | — | — | — | — |
| MUSA | MURPHY USA INC | $36.45万 | 0.10% | 738 | — | — | — | — |
| WCN | WASTE CONNECTIONS INC | $36.21万 | 0.10% | 2,229 | — | — | — | — |
| DHI | D R HORTON INC | $36.20万 | 0.10% | 2,638 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC | $36.11万 | 0.10% | 925 | — | — | — | — |