Harvest Investment Services, LLC 13F 持仓 · 2026年Q2
Harvest Investment Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 383 只证券，申报市值合计 6.47 亿美元。前几大持仓：LMBS（6.94%）、VSAT（2.40%）、GLD（2.28%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LMBS | FIRST TR EXCHANGE-TRADED FD | $44.9M | 6.94% | 902,106 | 增持 |
| 2 | VSAT | VIASAT INC | $15.5M | 2.40% | 172,884 | 增持 |
| 3 | GLD | SPDR GOLD TR | $14.7M | 2.28% | 39,950 | 减持 |
| 4 | SLV | ISHARES SILVER TR | $11.7M | 1.81% | 219,155 | 增持 |
| 5 | WDC | WESTERN DIGITAL CORP | $10.8M | 1.67% | 16,956 | 减持 |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $10.6M | 1.64% | 130,811 | 增持 |
| 7 | SSRM | SSR MINING IN | $9.8M | 1.52% | 348,153 | 减持 |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | $9.7M | 1.51% | 163,016 | 增持 |
| 9 | HWM | HOWMET AEROSPACE INC | $9.1M | 1.41% | 33,905 | 减持 |
| 10 | AER | AERCAP HOLDINGS NV | $8.8M | 1.36% | 60,510 | 减持 |
| 11 | LINC | LINCOLN EDL SVCS CORP | $7.6M | 1.17% | 152,011 | 减持 |
| 12 | LITE | LUMENTUM HLDGS INC | $7.6M | 1.17% | 8,826 | 增持 |
| 13 | CASY | CASEYS GEN STORES INC | $7.2M | 1.11% | 9,035 | 增持 |
| 14 | SNEX | STONEX GROUP INC | $6.7M | 1.04% | 56,938 | 增持 |
| 15 | TTMI | TTM TECHNOLOGIES INC | $6.6M | 1.03% | 35,498 | 增持 |
| 16 | FDL | FIRST TR EXCHANGE-TRADED FD | $6.6M | 1.02% | 136,135 | 增持 |
| 17 | QQQ | INVESCO QQQ TR | $6.5M | 1.01% | 8,829 | 减持 |
| 18 | COKE | COCA COLA CONS INC | $6.3M | 0.98% | 33,144 | 增持 |
| 19 | CELC | CELCUITY INC | $6.3M | 0.97% | 59,747 | 增持 |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $6.1M | 0.95% | 52,408 | 减持 |
| 21 | LAUR | LAUREATE ED INC | $6.1M | 0.94% | 168,139 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $6.1M | 0.94% | 30,246 | 减持 |
| 23 | SPNT | SIRIUSPOINT LTD | $5.6M | 0.87% | 234,415 | 增持 |
| 24 | AAPL | APPLE INC | $5.2M | 0.80% | 17,799 | 减持 |
| 25 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5.2M | 0.80% | 104,143 | 减持 |
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