Harvest Portfolios Group Inc. 13F 持仓 · 2026年Q2
Harvest Portfolios Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 267 只证券，申报市值合计 70.92 亿美元。前几大持仓：LLY（4.77%）、NVDA（4.39%）、MSTR（3.83%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $338.2M | 4.77% | 281,944 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $311.5M | 4.39% | 1.6M | 增持 |
| 3 | MSTR | STRATEGY INC | $271.4M | 3.83% | 3.1M | 增持 |
| 4 | TSLA | TESLA INC | $262.5M | 3.70% | 624,137 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $235.0M | 3.31% | 629,985 | 增持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $221.2M | 3.12% | 380,784 | 减持 |
| 7 | TLT | ISHARES TR 20 YR TR | $216.4M | 3.05% | 2.5M | 减持 |
| 8 | GOOGL | ALPHABET INC CAP STK | $190.2M | 2.68% | 532,296 | 增持 |
| 9 | AMZN | AMAZON COM INC | $189.1M | 2.67% | 793,414 | 增持 |
| 10 | AAPL | APPLE INC | $184.6M | 2.60% | 637,896 | 增持 |
| 11 | AVGO | BROADCOM INC | $181.8M | 2.56% | 481,341 | 减持 |
| 12 | IEF | ISHARES TR | $174.2M | 2.46% | 1.8M | 减持 |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $164.0M | 2.31% | 1.4M | 增持 |
| 14 | META | META PLATFORMS INC | $139.9M | 1.97% | 248,291 | 增持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $106.0M | 1.50% | 113,356 | 增持 |
| 16 | UNH | UNITEDHEALTH GROUP INC | $97.5M | 1.38% | 234,641 | 减持 |
| 17 | COIN | COINBASE GLOBAL INC | $91.1M | 1.28% | 622,911 | 增持 |
| 18 | HOOD | ROBINHOOD MKTS INC | $89.7M | 1.26% | 894,352 | 增持 |
| 19 | SOFI | SOFI TECHNOLOGIES INC | $86.2M | 1.22% | 4.8M | 增持 |
| 20 | CRWD | CROWDSTRIKE HLDGS INC | $85.9M | 1.21% | 112,511 | 增持 |
| 21 | ABBV | ABBVIE INC | $78.5M | 1.11% | 312,098 | 减持 |
| 22 | JNJ | JOHNSON & JOHNSON | $78.6M | 1.11% | 309,314 | 减持 |
| 23 | RDDT | REDDIT INC | $78.4M | 1.10% | 451,379 | 增持 |
| 24 | MRK | MERCK & CO INC | $76.1M | 1.07% | 592,151 | 减持 |
| 25 | AMGN | AMGEN INC | $75.4M | 1.06% | 208,180 | 增持 |
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