13FBOX
Harfst & Associates, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Harfst & Associates, Inc.

No.3637 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.43亿
环比变动 Q1 2026
+$8,320.3万+14.9%
持仓股票数
124
新买入
8
加仓
53
减仓
47
清仓
5
持股不变
16
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
雷蒙德詹姆斯RJF
25.07%27.43%$1.61亿106.1万股$1.54亿106.1万股-142股-0.01%减仓
IiShares安硕信托IVV
11.37%11.62%$7,313.2万9.8万股$6,510.7万10.0万股-2,020股-2.03%减仓
I景顺QQQ信托VOO
5.6%5.13%$3,606.1万4.9万股$2,875.0万5.0万股-841股-1.69%减仓
V先锋领航全球基金VIS
4.1%4.03%$2,637.1万7.3万股$2,259.8万7.2万股+795股+1.10%加仓
TT ROWE PRICE EXCHANGE-TRADEDTBUX
3.94%3.64%$2,536.8万51.0万股$2,038.7万41.0万股+10.0万股+24.38%加仓
IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG
3.52%3.53%$2,263.2万90.3万股$1,977.1万79.0万股+11.3万股+14.31%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
2.39%2.36%$1,534.8万37.3万股$1,324.0万37.2万股+1,413股+0.38%加仓
V先锋领航债券指数基金BSV
2.28%1.68%$1,468.2万18.8万股$942.4万12.0万股+6.8万股+56.78%加仓
宝洁PG
2.09%2.36%$1,347.9万9.2万股$1,321.9万9.2万股+401股+0.44%加仓
AMD超威AMD
1.72%0.76%$1,109.0万1.9万股$427.6万2.1万股-1,930股-9.18%减仓
G通用动力VTI
1.63%1.65%$1,051.0万2.8万股$923.8万2.9万股-396股-1.38%减仓
苹果AAPL
1.54%1.59%$993.0万3.4万股$888.6万3.5万股-696股-1.99%减仓
应用材料AMAT
1.44%0.87%$925.7万1.3万股$485.7万1.4万股-1,408股-9.91%减仓
V先锋领航指数基金VXF
1.38%1.23%$890.1万3.6万股$686.5万3.3万股+2,793股+8.37%加仓
泛林集团LRCX
1.36%0.87%$874.0万2.0万股$485.1万2.3万股-2,534股-11.16%减仓
LLITHIA MTRSLAD
1.06%1.1%$683.4万2.4万股$613.7万2.5万股-1,049股-4.27%减仓
科磊KLAC
1.03%0.59%$663.2万2.2万股$331.8万2,253股+2.0万股+875.63%加仓
英伟达NVDA
1.01%1.08%$651.9万3.3万股$602.9万3.5万股-1,990股-5.76%减仓
谷歌AGOOGL
0.92%0.88%$592.7万1.7万股$493.1万1.7万股-564股-3.29%减仓
亚马逊AMZN
0.72%0.7%$463.2万1.9万股$393.6万1.9万股+534股+2.83%加仓
微软MSFT
0.72%0.82%$462.9万1.2万股$458.3万1.2万股+28股+0.23%加仓
伯克希尔哈撒韦BRK.B
0.68%0.76%$437.9万8,752股$427.1万8,913股-161股-1.81%减仓
康明斯CMI
0.68%0.63%$434.6万6,093股$353.2万6,565股-472股-7.19%减仓
MONOLITHIC PWR SYSMPWR
0.67%0.64%$431.9万3,124股$359.5万3,288股-164股-4.99%减仓
V先锋领航斯科茨代尔基金VCIT
0.63%0.91%$407.3万4.9万股$510.6万6.2万股-1.2万股-20.13%减仓
安费诺APH
0.62%0.51%$400.3万2.3万股$286.5万2.3万股+29股+0.13%加仓
北方信托NTRS
0.59%0.58%$381.2万2.2万股$322.4万2.3万股-1,175股-5.09%减仓
德州仪器TXN
0.59%0.45%$377.9万1.3万股$249.4万1.3万股-168股-1.31%减仓
好市多COST
0.57%0.71%$368.0万3,934股$395.3万3,968股-34股-0.86%减仓
康宁GLW
0.54%0.25%$345.5万1.4万股$139.9万1.0万股+3,240股+31.50%加仓
APPLIED INDL TECHNOLOGIES INAIT
0.52%0.48%$336.5万9,950股$268.3万1.0万股-163股-1.61%减仓
IiShares安硕信托EEM
0.51%0.45%$325.7万4.8万股$254.2万4.5万股+2,859股+6.39%加仓
VisaV
0.48%0.48%$310.2万9,041股$270.7万8,956股+85股+0.95%加仓
卡特彼勒CAT
0.48%0.37%$309.4万2,905股$205.8万2,905股00.00%持仓不变
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.47%0.41%$302.8万3.5万股$229.1万3.4万股+638股+1.87%加仓
嘉信理财SCHW
0.47%0.54%$301.7万3.3万股$300.2万3.2万股+760股+2.38%加仓
FFASTENAL COMFAST
0.46%0.51%$295.7万6.2万股$287.0万6.2万股-286股-0.46%减仓
摩根士丹利MS
0.45%0.41%$292.6万1.4万股$229.2万1.4万股+73股+0.52%加仓
GE航空GE
0.45%0.38%$291.1万7,788股$215.2万7,582股+206股+2.72%加仓
思科CSCO
0.44%0.25%$284.5万2.4万股$139.3万1.8万股+6,271股+34.93%加仓
V先锋领航国际股票指数基金VEU
0.44%0.44%$282.7万3.4万股$245.4万3.3万股+1,081股+3.31%加仓
OLD DOMINION FREIGHT LINE INODFL
0.43%0.44%$274.0万1.3万股$246.1万1.3万股+57股+0.45%加仓
EEBAY COMEBAY
0.43%0.39%$273.6万2.4万股$217.7万2.4万股+558股+2.33%加仓
埃克森美孚XOM
0.42%0.61%$270.2万2.0万股$339.1万2.0万股-226股-1.13%减仓
强生JNJ
0.4%0.44%$257.8万1.0万股$248.5万1.0万股-14股-0.14%减仓
AMETEK COMAME
0.39%0.39%$252.3万1.0万股$221.0万1.0万股+119股+1.15%加仓
V先锋领航指数基金VOO
0.39%0.39%$252.1万3,671股$219.4万3,671股00.00%持仓不变
哈勃HUBB
0.38%0.39%$245.8万4,698股$219.8万4,478股+220股+4.91%加仓
贝莱德·INC COMBLK
0.37%0.42%$235.9万2,454股$234.3万2,436股+18股+0.74%加仓
特灵科技TT
0.35%0.32%$227.5万4,632股$181.0万4,343股+289股+6.65%加仓

🧭 机构资金流板块热力图

净流出 净流入