13FBOX
BAR HARBOR WEALTH MANAGEMENT · 13F 持仓分析
期权收益计算器 机构排行

BAR HARBOR WEALTH MANAGEMENT

No.1840 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$18.62亿
环比变动 Q1 2026
+$1.53亿+8.9%
持仓股票数
268
新买入
15
加仓
72
减仓
135
清仓
13
持股不变
46
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
SSPDR行业精选信托XLK
9.51%7.26%$1.77亿92.9万股$1.24亿93.3万股-3,914股-0.42%减仓
苹果AAPL
4.33%3.67%$8,068.7万27.9万股$6,267.6万24.7万股+3.2万股+12.91%加仓
礼来LLY
4.23%3.79%$7,882.1万6.6万股$6,484.8万7.1万股-4,790股-6.79%减仓
IiShares安硕信托IVV
4.05%3.81%$7,537.9万10.1万股$6,508.0万10.0万股+1,023股+1.03%加仓
IiShares安硕信托AGG
3.92%4.14%$7,296.8万73.7万股$7,077.0万71.3万股+2.4万股+3.41%加仓
卡特彼勒CAT
2.61%1.91%$4,866.5万4.6万股$3,268.5万4.6万股-436股-0.95%减仓
强生JNJ
2.48%2.84%$4,615.5万18.2万股$4,846.6万19.8万股-1.7万股-8.34%减仓
V先锋领航·FTSEVEA
2.31%2.25%$4,301.7万60.4万股$3,843.1万60.0万股+4,005股+0.67%加仓
IiShares安硕·COREIJH
2.13%2.06%$3,975.3万51.6万股$3,513.9万52.0万股-4,819股-0.93%减仓
IiShares安硕·COREIJR
2.13%1.97%$3,963.2万26.7万股$3,369.2万27.1万股-3,806股-1.40%减仓
谷歌AGOOGL
2.11%1.99%$3,933.0万11.0万股$3,395.5万11.8万股-8,024股-6.80%减仓
SSPDR行业精选信托XLY
1.79%1.82%$3,331.2万28.4万股$3,103.9万28.5万股-771股-0.27%减仓
好市多COST
1.73%2.01%$3,219.7万3.4万股$3,428.0万3.4万股+15股+0.04%加仓
S道富XLI
1.55%1.48%$2,892.0万15.6万股$2,532.9万15.7万股-486股-0.31%减仓
I景顺QQQ信托VOO
1.55%1.32%$2,880.4万3.9万股$2,260.3万3.9万股-47股-0.12%减仓
微软MSFT
1.52%1.65%$2,838.1万7.6万股$2,827.5万7.6万股-298股-0.39%减仓
埃克森美孚XOM
1.39%2.05%$2,580.1万18.9万股$3,496.5万20.6万股-1.7万股-8.43%减仓
SSPDR行业精选信托XLF
1.38%1.38%$2,563.5万47.8万股$2,361.8万47.8万股-221股-0.05%减仓
摩根大通JPM
1.33%1.31%$2,468.0万7.5万股$2,231.0万7.6万股-446股-0.59%减仓
艾伯维ABBV
1.28%1.2%$2,390.6万9.5万股$2,049.8万9.4万股+751股+0.80%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.25%1.31%$2,329.3万44.4万股$2,247.2万42.8万股+1.7万股+3.95%加仓
默沙东MRK
1.2%1.22%$2,240.3万17.4万股$2,089.7万17.4万股+615股+0.35%加仓
IIBMIBM
1.11%1.05%$2,069.3万7.4万股$1,802.2万7.4万股-765股-1.03%减仓
亚马逊AMZN
0.93%0.9%$1,735.8万7.3万股$1,532.6万7.4万股-758股-1.03%减仓
沃尔玛WMT
0.92%1.09%$1,707.9万15.1万股$1,870.3万15.0万股+300股+0.20%加仓
英伟达NVDA
0.91%0.86%$1,687.2万8.4万股$1,474.9万8.5万股-245股-0.29%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.84%1.04%$1,563.6万9.9万股$1,785.7万12.2万股-2.3万股-19.09%减仓
TTEXAS PACIFIC LAND CORPORATITPL
0.83%0.99%$1,543.9万3.5万股$1,686.3万3.6万股-256股-0.72%减仓
泛林集团LRCX
0.81%0.49%$1,507.5万3.5万股$834.0万3.9万股-4,243股-10.87%减仓
BAR HBR BANKSHARESBHB
0.78%0.76%$1,454.4万38.5万股$1,301.0万40.1万股-1.6万股-3.93%减仓
NELNETNNI
0.78%0.82%$1,447.8万10.9万股$1,401.9万10.9万股-119股-0.11%减仓
V先锋领航·FSTEVWO
0.78%0.76%$1,446.6万24.2万股$1,295.4万24.0万股+2,682股+1.12%加仓
伯克希尔哈撒韦BRK.B
0.74%0.81%$1,379.7万2.8万股$1,376.5万2.9万股-1,152股-4.01%减仓
SSPDR行业精选信托XLP
0.74%0.8%$1,379.3万16.6万股$1,362.7万16.6万股-189股-0.11%减仓
IiShares安硕信托IGIB
0.73%0.81%$1,368.4万25.7万股$1,391.6万26.1万股-4,117股-1.57%减仓
雅培ABT
0.7%0.84%$1,300.0万14.3万股$1,438.4万14.0万股+3,165股+2.26%加仓
IiShares安硕信托ITOT
0.67%0.63%$1,239.2万7.5万股$1,074.4万7.5万股00.00%持仓不变
SSIMPLIFY MBS ETFMTBA
0.63%0.71%$1,179.2万24.0万股$1,213.4万24.5万股-5,028股-2.05%减仓
联合太平洋铁路UNP
0.62%0.59%$1,150.1万4.2万股$1,009.1万4.2万股+692股+1.66%加仓
TJXTJX
0.61%0.92%$1,130.9万7.5万股$1,577.7万9.9万股-2.4万股-24.44%减仓
FFTAI AVIATIONFTAI
0.6%0.61%$1,126.2万4.2万股$1,035.8万4.2万股-650股-1.54%减仓
SSPDR行业精选信托XLY
0.58%0.65%$1,084.9万10.1万股$1,117.1万10.1万股+509股+0.51%加仓
IiShares安硕·AAA CLO ACTIVE ETFCLOA
0.58%0.53%$1,072.7万20.7万股$909.7万17.6万股+3.1万股+17.75%加仓
SYSCO COMSYY
0.57%0.53%$1,066.5万12.8万股$911.4万12.8万股-175股-0.14%减仓
艾默生电气EMR
0.57%0.56%$1,052.4万7.4万股$961.3万7.3万股+151股+0.21%加仓
SSPDR标普500 ETFSPY
0.56%0.48%$1,050.1万1.4万股$828.3万1.3万股+1,325股+10.40%加仓
宝洁PG
0.56%0.6%$1,036.2万7.1万股$1,024.2万7.1万股-243股-0.34%减仓
思科CSCO
0.54%0.4%$1,012.2万8.6万股$683.2万8.8万股-1,886股-2.14%减仓
ADPADP
0.53%0.54%$990.9万4.4万股$920.7万4.5万股-1,069股-2.36%减仓
阿斯麦ASML
0.53%0.35%$986.2万4,957股$597.3万4,522股+435股+9.62%加仓

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