13FBOX
HARRELL INVESTMENT PARTNERS, LLC · 13F 持仓分析
期权收益计算器 机构排行

HARRELL INVESTMENT PARTNERS, LLC

No.4482 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.61亿
环比变动 Q1 2026
+$4,215.1万+10.1%
持仓股票数
144
新买入
9
加仓
68
减仓
55
清仓
9
持股不变
12
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
博通AVGO
7.4%6.83%$3,413.9万9.0万股$2,863.9万9.3万股-2,158股-2.33%减仓
苹果AAPL
6.5%6.36%$2,999.4万10.4万股$2,667.5万10.5万股-1,450股-1.38%减仓
英伟达NVDA
5.88%5.76%$2,712.9万13.6万股$2,416.2万13.9万股-2,959股-2.14%减仓
摩根大通JPM
3.43%3.52%$1,582.8万4.8万股$1,475.1万5.0万股-1,791股-3.57%减仓
谷歌AGOOGL
3.3%2.91%$1,521.5万4.3万股$1,221.0万4.2万股+115股+0.27%加仓
微软MSFT
3.21%3.47%$1,479.0万4.0万股$1,453.1万3.9万股+395股+1.01%加仓
ANALOG DEVICES COMADI
2.82%2.36%$1,300.9万3.3万股$988.2万3.1万股+1,692股+5.45%加仓
沃尔玛WMT
2.72%3.24%$1,254.1万11.1万股$1,359.3万10.9万股+1,351股+1.24%加仓
伊顿ETN
2.53%2.37%$1,167.7万2.7万股$992.6万2.8万股-350股-1.26%减仓
亚马逊AMZN
2.28%2.2%$1,051.2万4.4万股$923.8万4.4万股-253股-0.57%减仓
强生JNJ
2.23%2.32%$1,029.6万4.1万股$972.3万4.0万股+765股+1.92%加仓
摩托罗拉解决方案MSI
2.12%2.45%$977.6万2.4万股$1,027.7万2.4万股-141股-0.60%减仓
艾伯维ABBV
1.72%1.65%$792.8万3.2万股$692.2万3.2万股-320股-1.01%减仓
马拉松石油MPC
1.68%1.76%$775.1万3.0万股$735.7万3.0万股+187股+0.62%加仓
G通用动力VTI
1.65%1.59%$761.5万2.1万股$668.2万2.1万股-248股-1.19%减仓
SSPDR行业精选信托XLK
1.63%1.21%$750.7万3.9万股$507.0万3.8万股+1,255股+3.29%加仓
康明斯CMI
1.55%1.3%$715.3万1.0万股$543.0万1.0万股-63股-0.62%减仓
家得宝HD
1.53%1.61%$705.0万2.0万股$675.5万2.1万股-550股-2.68%减仓
Meta平台META
1.49%1.65%$685.9万1.2万股$690.8万1.2万股+102股+0.84%加仓
特斯拉TSLA
1.43%1.37%$661.0万1.6万股$574.3万1.5万股+266股+1.72%加仓
江森自控JCI
1.41%1.42%$651.6万4.5万股$593.2万4.5万股-700股-1.55%减仓
CHUBB LIMITEDCB
1.38%1.44%$634.8万1.9万股$603.6万1.9万股+112股+0.60%加仓
VisaV
1.3%1.28%$598.0万1.7万股$536.7万1.8万股-328股-1.85%减仓
芝加哥商品交易所CME
1.27%1.82%$584.7万2.6万股$762.8万2.6万股+653股+2.53%加仓
埃克森美孚XOM
1.22%1.72%$561.3万4.1万股$721.8万4.3万股-1,492股-3.51%减仓
达登饭店DRI
1.21%1.26%$558.8万2.7万股$527.1万2.7万股+237股+0.88%加仓
特灵科技TT
1.14%1.08%$527.5万1.1万股$453.0万1.1万股-131股-1.21%减仓
AAlphabet Inc Class CGOOG
1.12%1.01%$517.2万1.5万股$425.2万1.5万股-183股-1.23%减仓
空气化工APD
1.02%1.14%$468.7万1.6万股$476.5万1.6万股-415股-2.53%减仓
泛林集团LRCX
1%0.59%$461.9万1.1万股$249.1万1.2万股-1,000股-8.58%减仓
REALTY INCOME COMO
0.96%1.04%$444.2万7.2万股$434.8万7.1万股+627股+0.88%加仓
威瑞森VZ
0.92%0.98%$424.5万10.0万股$410.0万8.2万股+1.9万股+22.75%加仓
Arista网络ANET
0.92%0.83%$422.5万2.5万股$347.0万2.8万股-3,392股-12.00%减仓
德州仪器TXN
0.84%0.59%$388.5万1.3万股$245.2万1.3万股+403股+3.19%加仓
联合太平洋铁路UNP
0.79%0.78%$365.1万1.3万股$327.8万1.4万股-87股-0.64%减仓
N新纪元能源NEE
0.77%0.79%$353.8万4.0万股$331.9万3.6万股+4,570股+12.79%加仓
SSPDR行业精选信托XLY
0.73%0.83%$338.5万3.2万股$348.3万3.1万股+180股+0.57%加仓
WELLS FARGO NEWWFC
0.73%0.75%$338.2万4.1万股$315.2万4.0万股+1,330股+3.36%加仓
波音BA
0.71%0.7%$327.2万1.5万股$293.2万1.5万股+384股+2.61%加仓
英特尔INTC
0.7%0.24%$325.0万2.3万股$102.3万2.3万股+100股+0.43%加仓
MMONSTER BEVERAGE NEW COMMNST
0.69%0.57%$319.0万3.3万股$237.3万3.3万股+439股+1.34%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.68%0.71%$314.7万2.0万股$297.4万2.0万股-453股-2.23%减仓
EntergyETR
0.68%0.68%$313.5万2.7万股$286.6万2.6万股+1,779股+6.97%加仓
联合健康UNH
0.65%0.54%$302.2万7,270股$227.4万8,404股-1,134股-13.49%减仓
美光科技MU
0.64%0.25%$295.3万2,558股$104.7万3,098股-540股-17.43%减仓
SSPDR行业精选信托XLF
0.62%0.62%$285.8万5.3万股$261.2万5.3万股+398股+0.75%加仓
甲骨文ORCL
0.6%0.62%$276.1万1.9万股$260.1万1.8万股+1,161股+6.57%加仓
NETFLIXNFLX
0.53%0.85%$245.7万3.4万股$357.4万3.7万股-2,757股-7.42%减仓
ENTERPRISE PRODS PARTNERS LEPD
0.49%0.49%$228.1万6.2万股$204.4万5.4万股+8,048股+14.90%加仓
福泰制药VRTX
0.48%0.46%$219.3万4,415股$194.2万4,349股+66股+1.52%加仓

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