Harbour Capital Advisors, LLC 13F 持仓 · 2026年Q2
Harbour Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 299 只证券，申报市值合计 5.49 亿美元。前几大持仓：AVGO（3.77%）、AAPL（3.35%）、LLY（3.30%）。本季前 25 大持仓中：增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $20.7M | 3.77% | 51,739 | 减持 |
| 2 | AAPL | APPLE INC | $18.4M | 3.35% | 58,327 | 减持 |
| 3 | LLY | ELI LILLY & CO | $18.1M | 3.30% | 15,228 | 减持 |
| 4 | CIEN | CIENA CORP | $17.8M | 3.23% | 38,547 | 减持 |
| 5 | LRCX | LAM RESEARCH CORP | $15.1M | 2.76% | 43,186 | 减持 |
| 6 | IEFA | ISHARES TR | $14.8M | 2.70% | 152,459 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $14.7M | 2.67% | 43,632 | 减持 |
| 8 | GOOG | ALPHABET INC | $14.0M | 2.55% | 39,377 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $10.7M | 1.95% | 27,838 | 减持 |
| 10 | AMZN | AMAZON COM INC | $10.3M | 1.88% | 42,134 | 增持 |
| 11 | V | VISA INC | $9.8M | 1.79% | 28,116 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $9.1M | 1.65% | 43,029 | 减持 |
| 13 | IWF | ISHARES TR | $8.1M | 1.48% | 65,576 | 增持 |
| 14 | IWD | ISHARES TR | $7.2M | 1.32% | 29,277 | 持平 |
| 15 | GOOGL | ALPHABET INC | $6.9M | 1.26% | 19,342 | 增持 |
| 16 | PANW | PALO ALTO NETWORKS INC | $6.9M | 1.25% | 21,062 | 减持 |
| 17 | IEMG | ISHARES INC | $6.7M | 1.22% | 82,652 | 增持 |
| 18 | COHR | COHERENT CORP | $6.6M | 1.20% | 20,384 | 减持 |
| 19 | HD | HOME DEPOT INC | $6.6M | 1.19% | 19,104 | 增持 |
| 20 | APH | AMPHENOL CORP | $6.2M | 1.12% | 38,742 | 减持 |
| 21 | RTX | RTX CORPORATION | $6.1M | 1.11% | 31,019 | 减持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $5.9M | 1.08% | 6,488 | 减持 |
| 23 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5.8M | 1.06% | 22,510 | 减持 |
| 24 | META | META PLATFORMS INC | $5.8M | 1.06% | 8,725 | 增持 |
| 25 | CVX | CHEVRON CORPORATION | $5.1M | 0.93% | 28,855 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR