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数据来源:SEC及其他第三方非公开数据库

HARBOR ADVISORY CORP /MA/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心

HARBOR ADVISORY CORP /MA/

报告期 2026-03-31 · CIK 0001100710

持仓数

79

前50大市值合计

$317.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q2 调仓2022-03-31 → 2022-06-30 · 共 71 项建仓 3增持 33减持 28清仓 7

方向

标的

Δ市值

现股数(环比)

减持

BRK/B BERKSHIRE HATHAWAY CLASS B

-$2.7M

29,380 -3%

增持

— ALPHABET INC. CLASS A

-$2.5M

4,144 +0%

建仓

SOXX ISHARES TR SEMICONDUCTOR

+$2.1M

5,902

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

AAPL APPLE INC

-$2.0M

69,440 +5%

增持

VGK VANGUARD EUROPEAN

-$1.6M

178,829 +1%

减持

IBB ISHARES NASDAQ BIOTECHNOLOGY

-$1.6M

12,116 -47%

增持

AMZN AMAZON.COM INC.

-$1.5M

53,861 +2320%

增持

IVV ISHARES S&P 500

-$1.3M

17,349 +0%

减持

VOO VANGUARD S&P 500

-$1.2M

15,636 -1%

增持

XBI SPDR S&P BIOTECH

+$1.1M

33,211 +123%

减持

EBND SPDR BBG BCLYS EMERG MKTS BD

-$1.0M

285,468 -6%

建仓

HD HOME DEPOT INC.

+$986.0K

3,594

减持

— CISCO SYSTEMS INC

-$716.0K

49,542 -2%

减持

IJT ISHARES S&P SMLL CAP 600 GRTH

-$710.0K

29,512 -3%

增持

IJR ISHARES CORE S&P SMALL-CAP

+$702.0K

64,088 +32%

减持

DGRO ISHARES CORE DIVIDEND GROWTH

-$691.0K

97,686 -2%

增持

VWO VANGUARD EMERGING MARKETS

-$631.0K

207,548 +3%

增持

— JPMORGAN CHASE & CO.

+$615.0K

44,580 +38%

增持

PFE PFIZER, INC.

+$600.0K

95,478 +12%

增持

— BROOKFIELD INFRASTRUC LP

-$598.0K

260,225 +63%

减持

VB VANGUARD SMALL CAP

-$585.0K

15,473 -1%

减持

AGG ISHARES CORE U.S. AGGREGATE BD

-$579.0K

5,700 -47%

增持

VO VANGUARD MID CAP

-$546.0K

18,559 +5%

增持

BCSF BAIN CAP SPECIALTY FIN INC

-$480.0K

406,797 +5%

建仓

LEMB ISHARES JPMORGAN LOC CURRENCY

+$441.0K

12,895

减持

VNQ VANGUARD REIT IDX ETF

-$439.0K

13,906 -12%

减持

VNQI VANGUARD GLB EX-US R.E. IDX

-$425.0K

21,830 -18%

减持

LOW LOWE'S COMPANIES INC.

-$419.0K

11,759 -4%

增持

— BROOKFIELD INFRASTRUC CORP

+$404.0K

35,375 +144%

减持

PHYS SPROTT PHYSICAL GOLD TR

-$370.0K

24,693 -47%

增持

DIS WALT DISNEY CO.

+$355.0K

29,864 +66%

增持

ABT ABBOTT LABORATORIES

-$355.0K

38,845 +0%

减持

— SPDR S&P MIDCAP 400 ETF TR

-$341.0K

4,248 -1%

增持

— MERCK & CO. INC. NEW

+$327.0K

31,984 +1%

减持

EFA ISHARES MSCI EAFE FD

-$323.0K

25,207 -2%

增持

EEMS ISHARES MSCI EMERGING MKTS SM

+$320.0K

72,519 +31%

减持

— VISA INC CLASS A

-$312.0K

10,097 -3%

增持

MSFT MICROSOFT CORP.

-$303.0K

17,683 +13%

清仓

BA BOEING CO

-$279.0K

0 -100%

减持

EEM MSCI EMERGING MKTS INDEX

-$274.0K

16,825 -20%

增持

— ENBRIDGE INC.

-$271.0K

87,691 +2%

增持

SCZ ISHARES MSCI EAFE SMALL CAP

+$266.0K

52,660 +34%

清仓

EMR EMERSON ELECTRIC CO.

-$260.0K

0 -100%

减持

WY WEYERHAEUSER CO.

-$248.0K

48,582 -1%

减持

PEP PEPSICO INC

-$244.0K

31,270 -4%

清仓

ALTFX AB SUSTAINABLE GLBL THMTC FD C

-$232.0K

0 -100%

清仓

INTC INTEL CORP.

-$229.0K

0 -100%

清仓

— ZIMMER BIOMET HLDGS

-$221.0K

0 -100%

减持

— 3M COMPANY

-$218.0K

5,819 -11%

清仓

BAC BANK OF AMERICA CORP.

-$210.0K

0 -100%

增持

— ALPHABET INC. CLASS C

-$207.0K

525 +8%

清仓

NEE NEXTERA ENERGY INC.

-$202.0K

0 -100%

增持

KO COCA COLA CO.

+$196.0K

11,544 +35%

减持

VTI VANGUARD TOTAL STOCK MARKET

-$195.0K

4,158 -3%

增持

TMO THERMO FISHER SCIENTIFIC INC.

-$176.0K

10,987 +6%

减持

DHR DANAHER CORPORATION

-$170.0K

2,410 -9%

增持

— EXXON MOBIL CORP

+$154.0K

7,694 +26%

减持

EPD ENTERPRISE PRODS PARTNERS L.P.

-$138.0K

32,055 -10%

增持

IJH ISHARES CORE S&P MID-CAP

+$133.0K

25,969 +21%

增持

— ABBVIE INC.

-$116.0K

25,042 +3%

增持

JNJ JOHNSON & JOHNSON

+$104.0K

37,725 +1%

增持

IBM INTERNATIONAL BUSINESS MACHINE

+$101.0K

2,603 +27%

减持

VUG VANGUARD GROWTH IDX

-$93.0K

1,223 -4%

减持

META META PLATFORMS, INC. CL A

-$88.0K

1,325 -3%

减持

MCD MCDONALDS CORP.

-$75.0K

9,058 -3%

增持

SRLN SPDR BLACKSTONE/GSO SENIOR LOA

+$68.0K

186,929 +9%

减持

VZ VERIZON COMMUNICATIONS

-$51.0K

4,949 -17%

增持

PG PROCTER & GAMBLE CO

-$27.0K

9,531 +4%

增持

— SPDR BLMBG BRCLY INV GR FLT RT

-$10.0K

328,880 +1%

减持

AMT AMERICAN TOWER CORP.

-$8.0K

1,458 -4%

增持

— UNITEDHEALTH GRP INC

+$7.0K

406 +2%