S Harris Financial Group, LLC 13F 持仓 · 2026年Q2
S Harris Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 1.29 亿美元。前几大持仓：FBND（12.86%）、SDVY（9.85%）、JPIE（7.84%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $16.6M | 12.86% | 364,738 | 增持 |
| 2 | SDVY | FIRST TR EXCHANGE TRADED FD | $12.7M | 9.85% | 294,596 | 增持 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $10.1M | 7.84% | 219,612 | 增持 |
| 4 | FENI | FIDELITY COVINGTON TRUST | $9.3M | 7.20% | 231,681 | 增持 |
| 5 | JPM | JPMORGAN CHASE & CO | $5.9M | 4.56% | 17,984 | 增持 |
| 6 | VOO | VANGUARD INDEX FDS | $5.3M | 4.12% | 7,748 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $3.9M | 3.00% | 10,384 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $3.9M | 3.00% | 19,368 | 增持 |
| 9 | FDEM | FIDELITY COVINGTON TRUST | $3.2M | 2.46% | 87,529 | 减持 |
| 10 | AMZN | AMAZON COM INC | $2.2M | 1.73% | 9,354 | 增持 |
| 11 | IVV | ISHARES TR | $2.2M | 1.70% | 2,931 | 减持 |
| 12 | GOOGL | ALPHABET INC | $2.1M | 1.64% | 5,910 | 减持 |
| 13 | ALL | ALLSTATE CORP | $1.7M | 1.32% | 7,161 | 减持 |
| 14 | AAPL | APPLE INC | $1.4M | 1.11% | 4,960 | 增持 |
| 15 | META | META PLATFORMS INC | $1.3M | 1.01% | 2,324 | 增持 |
| 16 | ETY | EATON VANCE TAX-MANAGED DIVE | $1.3M | 0.97% | 86,020 | 增持 |
| 17 | EXG | EATON VANCE TAX-MANAGED GLOB | $1.2M | 0.93% | 122,010 | 增持 |
| 18 | AGG | ISHARES TR | $1.1M | 0.85% | 11,106 | 增持 |
| 19 | LMBS | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.84% | 21,721 | 新建仓 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.0M | 0.80% | 1,385 | 增持 |
| 21 | KLAC | KLA CORP | $994,684 | 0.77% | 3,297 | 增持 |
| 22 | BAC | BANK OF AMER CORP | $953,684 | 0.74% | 16,737 | 增持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $960,646 | 0.74% | 2,012 | 减持 |
| 24 | V | VISA INC | $961,327 | 0.74% | 2,802 | 增持 |
| 25 | AMAT | APPLIED MATLS INC | $933,457 | 0.72% | 1,291 | 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