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SmartHarvest Portfolios, LLC · 13F 持仓分析
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SmartHarvest Portfolios, LLC

No.5690 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.09亿
环比变动 Q1 2026
+$6,958.6万+29.0%
持仓股票数
461
新买入
102
加仓
230
减仓
100
清仓
28
持股不变
29
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
6.64%6.63%$2,053.6万10.3万股$1,588.6万9.1万股+1.2万股+12.67%加仓
苹果AAPL
5.52%5.71%$1,707.3万5.9万股$1,368.0万5.4万股+5,101股+9.46%加仓
谷歌AGOOGL
2.91%3.22%$900.8万2.5万股$770.9万2.7万股-1,600股-5.97%减仓
亚马逊AMZN
2.85%3.06%$880.4万3.7万股$732.8万3.5万股+1,751股+4.98%加仓
微软MSFT
2.55%3.27%$789.2万2.1万股$783.8万2.1万股-18股-0.09%减仓
博通AVGO
2.07%2.29%$640.6万1.7万股$548.0万1.8万股-746股-4.21%减仓
AAlphabet Inc Class CGOOG
1.96%1.9%$607.6万1.7万股$455.6万1.6万股+1,315股+8.28%加仓
特斯拉TSLA
1.81%2.13%$559.5万1.3万股$511.7万1.4万股-462股-3.36%减仓
IiShares安硕信托ITOT
1.61%1.8%$497.1万3.0万股$431.0万3.0万股00.00%持仓不变
美光科技MU
1.58%0.65%$489.2万4,238股$155.6万4,606股-368股-7.99%减仓
Meta平台META
1.46%2.07%$451.4万8,013股$495.7万8,665股-652股-7.52%减仓
摩根大通JPM
1.42%1.2%$437.7万1.3万股$288.0万9,790股+3,581股+36.58%加仓
AMD超威AMD
1.23%0.51%$380.5万6,551股$122.3万6,011股+540股+8.98%加仓
伯克希尔哈撒韦BRK.B
1.2%1.38%$371.3万7,421股$331.6万6,919股+502股+7.26%加仓
SSPDR标普500 ETFSPY
1.16%0.96%$359.5万4,815股$229.7万3,531股+1,284股+36.36%加仓
礼来LLY
1.15%1.09%$355.7万2,966股$260.5万2,832股+134股+4.73%加仓
埃克森美孚XOM
1.07%1.53%$329.8万2.4万股$366.9万2.2万股+2,499股+11.56%加仓
泛林集团LRCX
0.98%0.6%$303.3万6,998股$142.9万6,690股+308股+4.60%加仓
强生JNJ
0.76%0.65%$234.5万9,232股$154.9万6,335股+2,897股+45.73%加仓
应用材料AMAT
0.67%0.39%$206.1万2,851股$92.6万2,709股+142股+5.24%加仓
VisaV
0.67%0.69%$205.7万5,996股$165.1万5,463股+533股+9.76%加仓
沃尔玛WMT
0.65%0.86%$202.0万1.8万股$206.6万1.7万股+1,219股+7.33%加仓
艾伯维ABBV
0.65%0.69%$199.6万7,933股$165.3万7,603股+330股+4.34%加仓
思科CSCO
0.64%0.54%$199.1万1.7万股$130.2万1.7万股+167股+1.00%加仓
科磊KLAC
0.62%0.36%$193.0万6,398股$85.8万583股+5,815股+997.43%加仓
卡特彼勒CAT
0.62%0.52%$192.2万1,804股$123.9万1,748股+56股+3.20%加仓
好市多COST
0.6%0.81%$185.0万1,977股$193.2万1,939股+38股+1.96%加仓
G通用动力VTI
0.6%0.67%$184.9万4,997股$160.3万4,997股00.00%持仓不变
V先锋领航全球基金VGT
0.6%0.56%$184.4万1.5万股$133.6万1,915股+1.4万股+705.80%加仓
V先锋领航指数基金VOO
0.56%0.55%$174.0万2,534股$132.3万2,214股+320股+14.45%加仓
GE航空GE
0.53%0.5%$165.0万4,414股$120.3万4,240股+174股+4.10%加仓
IiShares安硕信托IVV
0.51%0.56%$157.7万2,106股$133.5万2,044股+62股+3.03%加仓
台积电TSM
0.48%0.4%$149.0万3,120股$96.9万2,868股+252股+8.79%加仓
BBANK OF AMERBAC
0.48%0.4%$147.5万2.6万股$96.7万2.0万股+6,069股+30.61%加仓
高盛GS
0.47%0.41%$146.2万1,445股$97.6万1,153股+292股+25.33%加仓
V先锋领航市政债券基金VTEB
0.47%0.59%$145.7万2.9万股$141.6万2.8万股+426股+1.50%加仓
TTANGO THERAPEUTICSTNGX
0.47%0.4%$144.9万4.6万股$97.0万4.6万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.46%0.51%$143.2万1.2万股$121.7万2,855股+8,677股+303.92%加仓
英特尔INTC
0.44%0.13%$136.9万9,806股$30.8万6,982股+2,824股+40.45%加仓
万事达MA
0.44%0.53%$136.2万2,651股$128.2万2,566股+85股+3.31%加仓
可口可乐KO
0.41%0.43%$126.0万1.6万股$102.8万1.4万股+1,990股+14.73%加仓
雪佛龙CVX
0.4%0.64%$124.7万7,520股$153.4万7,413股+107股+1.44%加仓
I景顺QQQ信托VOO
0.4%0.35%$124.2万1,686股$83.9万1,454股+232股+15.96%加仓
雷神技术RTX
0.4%0.53%$124.1万6,541股$126.8万6,572股-31股-0.47%减仓
NETFLIXNFLX
0.39%0.72%$121.5万1.7万股$171.6万1.8万股-836股-4.68%减仓
GE VernovaGEV
0.38%0.34%$117.7万1,002股$80.3万920股+82股+8.91%加仓
默沙东MRK
0.36%0.33%$110.9万8,628股$80.1万6,660股+1,968股+29.55%加仓
ANALOG DEVICES COMADI
0.35%0.35%$109.0万2,746股$84.8万2,665股+81股+3.04%加仓
纽蒙特NEM
0.35%0.51%$106.9万1.1万股$121.1万1.1万股+253股+2.26%加仓
家得宝HD
0.34%0.43%$104.4万2,961股$102.0万3,102股-141股-4.55%减仓

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