小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

Harfst & Associates, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Harfst & Associates, Inc.

报告期 2026-03-31 · CIK 0001649147

持仓数

121

前50大市值合计

$494.3M

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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 93 项建仓 5增持 33减持 48清仓 7

方向

标的

Δ市值

现股数(环比)

减持

RJF RAYMOND JAMES FINL INC

+$36.9M

1,126,208 -0%

建仓

BLK BLACKROCK INC

+$3.0M

2,885

清仓

— BLACKROCK INC

-$2.8M

0 -100%

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。

减持

UNH UNITEDHEALTH GROUP INC

-$2.5M

809 -84%

减持

ELV ELEVANCE HEALTH INC

-$2.2M

913 -81%

建仓

LRCX LAM RESEARCH CORP

+$1.9M

26,853

清仓

— LAM RESEARCH CORP

-$1.9M

0 -100%

增持

TCAF T ROWE PRICE ETF INC

+$1.8M

72,821 +287%

减持

CI THE CIGNA GROUP

-$1.7M

951 -83%

增持

NOW SERVICENOW INC

+$1.3M

3,486 +32%

增持

AIT APPLIED INDL TECHNOLOGIES IN

+$1.1M

13,635 +38%

增持

CMI CUMMINS INC

+$959.8K

10,175 +27%

减持

QQQ INVESCO QQQ TR

+$739.4K

52,923 -2%

减持

IVV ISHARES TR

+$692.7K

105,440 -1%

减持

AAPL APPLE INC

+$669.6K

38,560 -0%

增持

AMAT APPLIED MATLS INC

-$661.8K

16,921 +0%

增持

— EXXON MOBIL CORP

+$606.8K

28,947 +35%

增持

CRM SALESFORCE INC

+$595.8K

7,589 +7%

增持

MPWR MONOLITHIC PWR SYS INC

-$592.2K

3,388 +21%

减持

AMZN AMAZON COM INC

+$531.4K

19,130 -3%

减持

PG PROCTER AND GAMBLE CO

-$522.2K

92,617 -0%

增持

ADBE ADOBE INC

-$488.9K

7,665 +2%

减持

EXPD EXPEDITORS INTL WASH INC

-$480.1K

21,385 -1%

减持

V VISA INC

+$449.8K

10,958 -0%

减持

UFPI UFP INDUSTRIES INC

-$440.2K

23,677 -0%

减持

GOOGL ALPHABET INC

+$439.7K

22,161 -2%

增持

AMP AMERIPRISE FINL INC

+$429.8K

4,846 +6%

减持

TSLA TESLA INC

+$413.1K

3,711 -11%

增持

AOS SMITH A O CORP

-$401.9K

32,265 +11%

增持

NTRS NORTHERN TR CORP

+$366.2K

27,998 +1%

增持

META META PLATFORMS INC

+$341.5K

4,313 +13%

增持

SSD SIMPSON MFG INC

-$333.7K

15,666 +2%

减持

ICE INTERCONTINENTAL EXCHANGE IN

-$313.0K

3,846 -30%

减持

TXN TEXAS INSTRS INC

-$305.7K

14,227 -1%

增持

NKE NIKE INC

-$305.1K

25,281 +1%

减持

QCOM QUALCOMM INC

-$288.6K

2,153 -41%

清仓

DE DEERE & CO

-$279.6K

0 -100%

减持

MRK MERCK & CO INC

-$267.2K

3,563 -35%

减持

SCHW SCHWAB CHARLES CORP

+$256.5K

44,171 -5%

增持

WST WEST PHARMACEUTICAL SVSC INC

+$256.2K

7,640 +2%

增持

TRV TRAVELERS COMPANIES INC

+$246.5K

9,691 +9%

减持

MET METLIFE INC

-$246.2K

5,081 -37%

减持

JNJ JOHNSON & JOHNSON

-$232.8K

12,818 -0%

减持

RMD RESMED INC

-$229.3K

11,701 -2%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$222.2K

1,125

建仓

BAC BANK AMERICA CORP

+$221.8K

5,046

减持

LFUS LITTELFUSE INC

-$221.5K

898 -45%

清仓

VRTX VERTEX PHARMACEUTICALS INC

-$221.4K

0 -100%

清仓

— EATON CORP PLC

-$215.8K

0 -100%

减持

APD AIR PRODS & CHEMS INC

-$212.7K

1,209 -36%

减持

LAD LITHIA MTRS INC

-$211.1K

30,323 -13%

建仓

IWV ISHARES TR

+$204.2K

611

清仓

ECL ECOLAB INC

-$203.0K

0 -100%

减持

— MEDTRONIC PLC

-$201.6K

2,890 -40%

清仓

ITW ILLINOIS TOOL WKS INC

-$200.2K

0 -100%

减持

COLM COLUMBIA SPORTSWEAR CO

-$197.3K

2,791 -46%

增持

AMD ADVANCED MICRO DEVICES INC

+$192.3K

25,652 +45%

增持

ADI ANALOG DEVICES INC

-$190.7K

12,337 +1%

减持

MSFT MICROSOFT CORP

-$178.7K

13,266 -1%

减持

DLB DOLBY LABORATORIES INC

-$171.6K

2,738 -46%

减持

VTI VANGUARD INDEX FDS

+$167.9K

29,703 -0%

减持

CSCO CISCO SYS INC

-$166.7K

7,291 -35%

增持

VIS VANGUARD WORLD FD

+$153.9K

62,491 +3%

减持

HON HONEYWELL INTL INC

-$147.0K

1,606 -35%

增持

GWW GRAINGER W W INC

+$142.8K

2,350 +5%

减持

LOW LOWES COS INC

-$136.5K

1,318 -23%

增持

GGG GRACO INC

+$117.0K

24,893 +10%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$107.9K

11,043 -1%

减持

NVDA NVIDIA CORPORATION

+$104.4K

55,567 -8%

减持

— ACCENTURE PLC IRELAND

-$98.8K

1,133 -19%

增持

FAST FASTENAL CO

+$69.1K

37,496 +2%

减持

PPG PPG INDS INC

-$67.5K

1,949 -14%

增持

ENSG ENSIGN GROUP INC

+$67.0K

16,821 +12%

减持

CPRT COPART INC

-$65.7K

4,350 -28%

增持

PGR PROGRESSIVE CORP

+$60.5K

9,730 +9%

增持

VOO VANGUARD INDEX FDS

+$55.5K

4,268 +0%

增持

INTU INTUIT

+$54.7K

4,475 +1%

减持

PEP PEPSICO INC

-$48.4K

1,790 -5%

减持

IWF ISHARES TR

+$47.8K

2,181 -1%

减持

ABT ABBOTT LABS

-$41.3K

18,899 -1%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$37.9K

18,188 -0%

减持

VXF VANGUARD INDEX FDS

+$35.0K

5,201 -1%

增持

ODFL OLD DOMINION FREIGHT LINE IN

+$33.2K

11,160 +15%

增持

CVX CHEVRON CORP NEW

-$28.8K

12,359 +0%

减持

COST COSTCO WHSL CORP NEW

+$22.1K

4,588 -3%

增持

ONEQ FIDELITY COMWLTH TR

+$21.1K

4,471 +0%

减持

SUSA ISHARES TR

-$12.5K

2,116 -6%

增持

GNTX GENTEX CORP

+$9.2K

74,536 +4%

减持

GOOG ALPHABET INC

-$7.5K

1,295 -15%

增持

EOG EOG RES INC

+$7.4K

14,789 +1%

增持

SCHM SCHWAB STRATEGIC TR

-$5.6K

25,176 +197%

减持

DSI ISHARES TR

-$2.4K

7,644 -2%

减持

— BARNES GROUP INC

+$1.7K

110,884 -14%