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Harbor Asset Planning, Inc. · 13F 持仓分析
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Harbor Asset Planning, Inc.

No.8538 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.33亿
环比变动 Q1 2026
+$1,430.1万+12.0%
持仓股票数
415
新买入
8
加仓
154
减仓
45
清仓
13
持股不变
208
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
G通用动力VTI
4.4%4.27%$586.1万1.6万股$507.9万1.6万股+9股+0.06%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
4.33%4.18%$576.9万17.0万股$496.9万17.1万股-107股-0.06%减仓
V先锋领航指数基金VTV
4.09%4.09%$544.0万2.5万股$486.6万2.5万股+161股+0.65%加仓
IiShares安硕信托IVV
3.69%3.82%$491.7万6,566股$453.7万6,944股-378股-5.44%减仓
I景顺·S&PRWL
3.65%3.63%$486.4万3.8万股$431.8万3.8万股+487股+1.30%加仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
2.74%2.95%$365.4万8.0万股$351.2万8.1万股-1,454股-1.79%减仓
I景顺·S&P 500 EQUAL WEIGHT INDUSTRIALS ETFRSP
2.67%2.69%$355.6万5.6万股$319.8万5.6万股+28股+0.05%加仓
V先锋领航全球基金VGT
2.57%2.14%$341.7万2.9万股$254.1万3,642股+2.5万股+684.98%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
2.26%2.17%$300.5万3.4万股$257.9万3.4万股-458股-1.34%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.25%2.34%$299.1万7.2万股$278.6万7.2万股+994股+1.39%加仓
S嘉信·USSCHX
2.12%2.06%$281.8万9.6万股$245.0万9.6万股+225股+0.24%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
1.96%2.11%$260.9万2.3万股$250.3万2.4万股-1,101股-4.55%减仓
IiShares安硕信托SGOV
1.77%1.85%$236.3万2.3万股$219.9万2.2万股+1,633股+7.48%加仓
F富达Covington信托FNCL
1.72%1.79%$228.6万3.0万股$212.4万3.0万股-388股-1.28%减仓
V先锋领航指数基金VBK
1.68%1.56%$224.1万6,124股$185.1万6,119股+5股+0.08%加仓
S道富XLI
1.64%1.67%$218.2万1.2万股$198.9万1.2万股-522股-4.24%减仓
AAMPLIFY ETF TRDIVO
1.53%1.89%$204.3万4.5万股$224.6万5.0万股-5,366股-10.72%减仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
1.53%1.59%$203.5万6.5万股$189.0万6.8万股-2,428股-3.58%减仓
V先锋领航指数基金VV
1.53%1.48%$203.3万5,909股$176.2万5,895股+14股+0.24%加仓
V先锋领航·HEALTHVHT
1.4%1.42%$186.1万6,226股$169.2万6,213股+13股+0.21%加仓
VVANECK IG FLOATING RATE ETFEMLC
1.24%1.5%$165.6万6.5万股$178.0万7.0万股-5,190股-7.43%减仓
谷歌AGOOGL
1.21%1.09%$161.0万4,505股$129.6万4,505股00.00%持仓不变
F富达Covington信托FBCV
1.19%1.13%$158.7万3.9万股$134.5万3.7万股+1,703股+4.55%加仓
苹果AAPL
1.17%1.15%$155.3万5,368股$136.2万5,368股00.00%持仓不变
AAvantis·U SAVUV
1.12%1.08%$149.2万1.2万股$128.8万1.2万股+296股+2.54%加仓
AVANTIS INTLNGG
1.08%1.05%$143.8万1.6万股$125.3万1.5万股+1,356股+9.18%加仓
IiShares安硕·RUSSELLIWB
1.05%1.02%$139.6万3,409股$121.3万3,403股+6股+0.18%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.04%0.6%$139.1万2,171股$71.3万2,170股+1股+0.05%加仓
F富达Covington信托FDVV
1.01%1.06%$135.0万2.2万股$126.1万2.3万股-427股-1.87%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
1.01%1.01%$134.3万1.6万股$119.8万1.7万股-507股-3.00%减仓
V先锋领航白厅基金VYMI
0.99%1.05%$131.3万1.3万股$124.4万1.3万股+163股+1.23%加仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.98%0.94%$130.2万4,758股$112.2万4,749股+9股+0.19%加仓
IiShares安硕·RUSSELLIWF
0.98%0.97%$130.2万1.0万股$115.5万2,710股+7,777股+286.97%加仓
V先锋领航指数基金VUG
0.95%0.95%$127.0万1.5万股$112.6万2,577股+1.2万股+472.02%加仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
0.81%0.88%$108.4万2.8万股$104.7万3.2万股-3,808股-11.80%减仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.78%0.85%$103.4万2.0万股$101.6万2.0万股+303股+1.52%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.77%0.76%$102.5万9,294股$90.1万9,269股+25股+0.27%加仓
IiShares安硕信托IWD
0.71%0.69%$95.2万3,927股$81.8万3,827股+100股+2.61%加仓
V先锋领航·WELLINGTON FDVFMO
0.65%0.4%$86.2万3,455股$47.6万2,416股+1,039股+43.00%加仓
I景顺·RAFI US 1000 ETFPRF
0.64%0.63%$85.0万1.6万股$74.6万1.6万股+51股+0.33%加仓
PPacer基金信托COWZ
0.63%0.76%$84.1万1.4万股$90.4万1.4万股-926股-6.41%减仓
F富达Covington信托FBCV
0.62%0.6%$82.9万2.1万股$71.9万2.1万股+73股+0.35%加仓
IiShares安硕信托DSI
0.61%0.58%$81.0万5,686股$68.8万5,675股+11股+0.19%加仓
JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE
0.59%0.55%$78.1万1.0万股$65.3万9,776股+232股+2.37%加仓
I景顺·S&PSPHQ
0.58%0.54%$77.3万8,576股$64.4万8,567股+9股+0.11%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
0.56%0.57%$75.2万1.0万股$67.3万1.0万股+4股+0.04%加仓
I景顺QQQ信托VOO
0.55%0.54%$72.9万989股$64.6万1,118股-129股-11.54%减仓
微软MSFT
0.5%0.6%$66.2万1,774股$71.2万1,925股-151股-7.84%减仓
SSPDR道富系列信托SDY
0.46%0.49%$61.2万4,019股$58.3万3,993股+26股+0.65%加仓
IISHARES US FINANCIAL SERVICES ETFIYG
0.46%0.49%$60.8万6,719股$58.4万7,052股-333股-4.72%减仓

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