13FBOX
Safe Harbor Fiduciary, LLC · 13F 持仓分析
期权收益计算器 机构排行

Safe Harbor Fiduciary, LLC

No.8638 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.28亿
环比变动 Q1 2026
+$2,337.5万+22.3%
持仓股票数
61
新买入
12
加仓
35
减仓
13
清仓
7
持股不变
1
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标普500 ETFSPY
12.32%13.46%$1,582.2万2.1万股$1,413.5万2.2万股-548股-2.52%减仓
V先锋领航指数基金VOO
7.77%7.39%$997.5万1.4万股$776.0万1.3万股+102股+0.76%加仓
苹果AAPL
5.32%5.58%$683.4万2.4万股$586.2万2.3万股+521股+2.26%加仓
希捷STX
4.74%3.35%$608.5万6,306股$352.1万8,989股-2,683股-29.85%减仓
IiShares安硕信托SGOV
4.06%2.7%$520.9万5.2万股$283.5万2.8万股+2.4万股+83.71%加仓
IiShares安硕·RUSSELLIWM
3.95%3.93%$507.6万1.7万股$413.1万1.7万股+235股+1.41%加仓
J摩根大通交易所交易基金JEPI
3.85%5.44%$494.1万8.7万股$571.3万10.1万股-1.3万股-13.22%减仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
3.68%3.8%$471.8万10.5万股$398.9万9.9万股+5,318股+5.35%加仓
I景顺交易所交易基金信托RSP
3.39%$435.8万2.0万股$00股+2.0万股新买入
IiShares安硕信托IYF
2.83%3.1%$363.8万2.9万股$325.7万2.8万股+852股+3.08%加仓
亚马逊AMZN
2.4%2.59%$308.2万1.3万股$272.5万1.3万股-153股-1.17%减仓
V先锋领航指数基金VUG
2.37%2.36%$304.2万3.5万股$248.2万5,683股+3.0万股+521.36%加仓
CCOASTAL COMPASS 100 ETFROPE
2.1%2.07%$269.5万9.1万股$216.9万7.7万股+1.4万股+17.86%加仓
微软MSFT
2.09%2.15%$268.2万7,190股$226.1万6,107股+1,083股+17.73%加仓
AMD超威AMD
1.97%1.51%$252.3万4,344股$158.2万7,776股-3,432股-44.14%减仓
思科CSCO
1.88%1.61%$240.7万2.0万股$169.4万2.2万股-1,342股-6.15%减仓
礼来LLY
1.83%1.63%$235.1万1,960股$171.2万1,861股+99股+5.32%加仓
S道富XLI
1.78%1.81%$228.6万1.2万股$189.9万1.2万股+605股+5.15%加仓
PProShares信托UPRO
1.76%1.82%$225.8万1.6万股$191.0万2.0万股-3,771股-19.15%减仓
艾伯维ABBV
1.64%1.34%$210.4万8,362股$140.7万6,470股+1,892股+29.24%加仓
MMONSTER BEVERAGE NEW COMMNST
1.56%$200.3万2.1万股$00股+2.1万股新买入
强生JNJ
1.48%$189.5万7,462股$00股+7,462股新买入
BBANK OF AMERBAC
1.47%1.48%$188.6万3.3万股$155.9万3.2万股+1,115股+3.49%加仓
L3哈里斯LHX
1.44%2.02%$184.9万6,362股$212.1万6,144股+218股+3.55%加仓
V先锋领航STAR基金VXUS
1.4%1.49%$179.2万2.1万股$156.8万2.0万股+624股+3.07%加仓
TJXTJX
1.35%1.68%$174.0万1.1万股$176.0万1.1万股+461股+4.18%加仓
迪尔DE
1.33%$170.6万2,690股$00股+2,690股新买入
AFLAC COMAFL
1.32%$169.7万1.4万股$00股+1.4万股新买入
嘉信理财SCHW
1.31%1.41%$167.6万1.8万股$148.0万1.6万股+2,422股+15.38%加仓
杜克能源DUK
1.29%1.57%$165.5万1.3万股$165.4万1.3万股+449股+3.56%加仓
伯克希尔哈撒韦BRK.B
1.28%1.34%$163.8万3,274股$141.2万2,946股+328股+11.13%加仓
雪佛龙CVX
1.19%1.8%$152.9万9,226股$188.9万9,132股+94股+1.03%加仓
芝加哥期权交易所CBOE
0.99%1.47%$126.7万5,222股$154.4万5,494股-272股-4.95%减仓
PProShares信托SSO
0.98%0.91%$125.4万1.9万股$95.1万1.8万股+289股+1.58%加仓
IiShares安硕信托ITA
0.91%0.96%$116.6万4,809股$101.0万4,619股+190股+4.11%加仓
I景顺交易所交易基金IISPHD
0.78%0.39%$99.5万2.0万股$41.0万8,268股+1.1万股+136.78%加仓
摩根大通JPM
0.57%0.63%$73.4万2,242股$65.8万2,238股+4股+0.18%加仓
SSPDR黄金信托GLD
0.56%1.12%$72.4万1,965股$117.3万2,727股-762股-27.94%减仓
SSPDR SER TR S&PXSD
0.53%0.48%$68.4万1,097股$50.6万1,551股-454股-29.27%减仓
卡特彼勒CAT
0.48%0.47%$62.2万584股$49.5万699股-115股-16.45%减仓
G通用动力VTI
0.45%0.48%$58.1万1,570股$50.4万1,570股00.00%持仓不变
V先锋领航全球基金VDE
0.44%0.58%$56.2万3,745股$61.0万3,524股+221股+6.27%加仓
SSPDR行业精选信托XLY
0.4%0.46%$51.3万4,784股$47.9万4,325股+459股+10.61%加仓
SSPDR行业精选信托XLU
0.4%$51.0万1.1万股$00股+1.1万股新买入
S嘉信策略信托SCHD
0.39%0.44%$50.6万1.6万股$46.5万1.5万股+787股+5.19%加仓
V先锋领航全球基金VCR
0.39%0.42%$50.1万1,263股$44.4万1,236股+27股+2.18%加仓
英伟达NVDA
0.38%0.37%$49.3万2,462股$39.1万2,244股+218股+9.71%加仓
PProShares信托QLD
0.38%0.35%$48.9万5,050股$36.8万6,032股-982股-16.28%减仓
TTidal·TRUST IIGIAX
0.37%0.36%$47.9万2.8万股$38.1万2.7万股+747股+2.77%加仓
自由港麦克莫兰FCX
0.31%0.38%$40.2万6,397股$40.3万6,860股-463股-6.75%减仓

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