SmartHarvest Portfolios, LLC 13F 持仓 · 2026年Q2
SmartHarvest Portfolios 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 461 只证券，申报市值合计 3.09 亿美元。前几大持仓：NVDA（6.64%）、AAPL（5.52%）、GOOGL（2.91%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.5M | 6.64% | 102,632 | 增持 |
| 2 | AAPL | APPLE INC | $17.1M | 5.52% | 59,004 | 增持 |
| 3 | GOOGL | ALPHABET INC | $9.0M | 2.91% | 25,208 | 减持 |
| 4 | AMZN | AMAZON COM INC | $8.8M | 2.85% | 36,938 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $7.9M | 2.55% | 21,156 | 减持 |
| 6 | AVGO | BROADCOM INC | $6.4M | 2.07% | 16,959 | 减持 |
| 7 | GOOG | ALPHABET INC | $6.1M | 1.96% | 17,197 | 增持 |
| 8 | TSLA | TESLA INC | $5.6M | 1.81% | 13,302 | 减持 |
| 9 | ITOT | ISHARES TR | $5.0M | 1.61% | 30,260 | 持平 |
| 10 | MU | MICRON TECHNOLOGY INC | $4.9M | 1.58% | 4,238 | 减持 |
| 11 | META | META PLATFORMS INC | $4.5M | 1.46% | 8,013 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO | $4.4M | 1.42% | 13,371 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $3.8M | 1.23% | 6,551 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.20% | 7,421 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.16% | 4,815 | 增持 |
| 16 | LLY | ELI LILLY & CO | $3.6M | 1.15% | 2,966 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $3.3M | 1.07% | 24,126 | 增持 |
| 18 | LRCX | LAM RESEARCH CORP | $3.0M | 0.98% | 6,998 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.3M | 0.76% | 9,232 | 增持 |
| 20 | AMAT | APPLIED MATLS INC | $2.1M | 0.67% | 2,851 | 增持 |
| 21 | V | VISA INC | $2.1M | 0.67% | 5,996 | 增持 |
| 22 | ABBV | ABBVIE INC | $2.0M | 0.65% | 7,933 | 增持 |
| 23 | WMT | WALMART INC | $2.0M | 0.65% | 17,839 | 增持 |
| 24 | CSCO | CISCO SYS INC | $2.0M | 0.64% | 16,949 | 增持 |
| 25 | CAT | CATERPILLAR INC | $1.9M | 0.62% | 1,804 | 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