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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 112 项
建仓 5
增持 39
减持 45
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
RJF
RAYMOND JAMES FINL INC
+$14.5M
1,037,455
-0%
增持
TCAF
T ROWE PRICE ETF INC
+$6.9M
310,372
+148%
减持
IVV
ISHARES TR
+$5.4M
106,594
-2%
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
QQQ
INVESCO QQQ TR
+$4.2M
52,771
-1%
增持
VXF
VANGUARD INDEX FDS
+$3.5M
22,895
+340%
增持
VIS
VANGUARD WORLD FD
+$2.7M
66,835
+3%
增持
NFLX
NETFLIX INC
+$1.5M
1,633
+117%
增持
KLAC
KLA CORP
+$1.4M
2,272
+147%
增持
VMC
VULCAN MATLS CO
+$1.4M
6,378
+470%
减持
MSFT
MICROSOFT CORP
+$1.3M
12,292
-4%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.2M
33,474
+813%
增持
APH
AMPHENOL CORP NEW
+$1.2M
22,976
+46%
清仓
SSD
SIMPSON MFG INC
-$1.2M
0
-100%
清仓
UFPI
UFP INDUSTRIES INC
-$1.2M
0
-100%
增持
GE
GE AEROSPACE
+$1.2M
7,411
+106%
增持
MS
MORGAN STANLEY
+$1.2M
13,053
+132%
增持
NTAP
NETAPP INC
+$1.1M
16,453
+127%
清仓
ADI
ANALOG DEVICES INC
-$1.1M
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$1.1M
3,964
+114%
增持
HUBB
HUBBELL INC
+$1.1M
4,286
+117%
清仓
RMD
RESMED INC
-$1.1M
0
-100%
减持
AAPL
APPLE INC
-$1.1M
36,175
-6%
减持
PG
PROCTER AND GAMBLE CO
-$1.1M
90,803
-0%
增持
MSTR
MICROSTRATEGY INC
+$1.1M
4,800
+59%
减持
LAD
LITHIA MTRS INC
+$1.0M
27,963
-2%
增持
CTAS
CINTAS CORP
+$1.0M
7,805
+130%
清仓
TRV
TRAVELERS COMPANIES INC
-$1.0M
0
-100%
增持
WMT
WALMART INC
+$1.0M
18,413
+107%
增持
AFL
AFLAC INC
+$1.0M
16,355
+153%
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.0M
1,947
-81%
增持
J
JACOBS SOLUTIONS INC
+$1.0M
12,552
+134%
清仓
GWW
GRAINGER W W INC
-$984.0K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$969.0K
3,019
+123%
增持
DOV
DOVER CORP
+$959.7K
8,808
+137%
清仓
AOS
SMITH A O CORP
-$943.8K
0
-100%
增持
EBAY
EBAY INC.
+$934.6K
22,284
+108%
增持
SPGI
S&P GLOBAL INC
+$934.0K
2,944
+142%
增持
DPZ
DOMINOS PIZZA INC
+$933.4K
3,565
+143%
增持
PCAR
PACCAR INC
+$919.9K
16,052
+158%
增持
DHR
DANAHER CORPORATION
+$906.2K
8,010
+143%
清仓
ENSG
ENSIGN GROUP INC
-$888.6K
0
-100%
增持
APO
APOLLO GLOBAL MGMT INC
+$845.7K
11,212
+106%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$835.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$825.8K
29,238
-0%
增持
WM
WASTE MGMT INC DEL
+$825.3K
6,547
+125%
减持
AMD
ADVANCED MICRO DEVICES INC
+$823.4K
24,227
-5%
清仓
GNTX
GENTEX CORP
-$819.5K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$789.1K
3,430
+184%
增持
AME
AMETEK INC
+$739.2K
9,528
+67%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$738.5K
8,620
-7%
增持
CPRT
COPART INC
+$728.2K
32,730
+111%
清仓
NKE
NIKE INC
-$724.1K
0
-100%
增持
MLM
MARTIN MARIETTA MATLS INC
+$721.4K
3,096
+51%
增持
TSLA
TESLA INC
+$644.9K
4,848
+40%
增持
MPWR
MONOLITHIC PWR SYS INC
+$615.6K
3,436
+5%
减持
LRCX
LAM RESEARCH CORP
+$601.7K
26,662
-3%
减持
—
EXXON MOBIL CORP
-$600.5K
22,053
-12%
减持
COST
COSTCO WHSL CORP NEW
-$589.9K
3,688
-18%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$576.4K
10,111
-22%
减持
CMI
CUMMINS INC
-$545.8K
7,584
-22%
增持
MCD
MCDONALDS CORP
+$528.1K
3,932
+98%
减持
V
VISA INC
-$517.4K
8,893
-15%
减持
ABT
ABBOTT LABS
-$487.4K
3,217
-54%
减持
CVX
CHEVRON CORP NEW
-$482.0K
10,912
-11%
增持
PSX
PHILLIPS 66
+$480.8K
9,670
+77%
减持
AMAT
APPLIED MATLS INC
+$441.8K
15,591
-6%
减持
PGR
PROGRESSIVE CORP
-$439.3K
7,562
-13%
清仓
CSCO
CISCO SYS INC
-$395.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$367.1K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$349.3K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$348.9K
33,617
-23%
清仓
MET
METLIFE INC
-$346.7K
0
-100%
清仓
CI
THE CIGNA GROUP
-$313.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$307.6K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$306.6K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$303.9K
0
-100%
减持
NTRS
NORTHERN TR CORP
+$300.1K
23,800
-14%
减持
EOG
EOG RES INC
-$292.7K
13,711
-9%
清仓
HON
HONEYWELL INTL INC
-$291.9K
0
-100%
清仓
MRK
MERCK & CO INC
-$281.7K
0
-100%
清仓
QCOM
QUALCOMM INC
-$281.4K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$254.8K
1,125
建仓
IDEV
ISHARES TR
+$226.2K
2,975
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$222.7K
1,545
-47%
建仓
GOOG
ALPHABET INC
+$222.6K
1,255
减持
META
META PLATFORMS INC
+$221.5K
3,468
-15%
清仓
—
MEDTRONIC PLC
-$219.4K
0
-100%
建仓
ORCL
ORACLE CORP
+$215.4K
985
减持
NVDA
NVIDIA CORPORATION
+$211.2K
38,883
-29%
减持
INTU
INTUIT
+$210.0K
3,765
-16%
建仓
IWP
ISHARES TR
+$204.6K
1,475
减持
JNJ
JOHNSON & JOHNSON
-$200.1K
11,108
-3%
减持
TXN
TEXAS INSTRS INC
+$148.9K
12,708
-8%
减持
VOO
VANGUARD INDEX FDS
+$132.1K
4,094
-4%
减持
AMZN
AMAZON COM INC
+$124.9K
16,842
-10%
减持
IWF
ISHARES TR
+$112.1K
2,119
-3%
减持
DSI
ISHARES TR
+$91.5K
7,395
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$84.4K
17,503
-4%
增持
ADBE
ADOBE INC
+$79.7K
7,887
+2%
减持
ABBV
ABBVIE INC
-$65.0K
2,631
-0%
减持
BLK
BLACKROCK INC
-$60.9K
2,538
-12%
减持
GGG
GRACO INC
-$60.8K
23,810
-6%
减持
VTV
VANGUARD INDEX FDS
-$49.2K
1,770
-16%
减持
SCHM
SCHWAB STRATEGIC TR
+$44.7K
24,986
-0%
增持
CRM
SALESFORCE INC
+$41.7K
7,746
+0%
减持
NOW
SERVICENOW INC
+$40.4K
2,642
-21%
减持
PEP
PEPSICO INC
-$32.7K
1,785
-0%
增持
FAST
FASTENAL CO
+$31.9K
63,464
+87%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$27.7K
12,120
+3%
减持
LOW
LOWES COS INC
-$25.2K
1,251
-4%
减持
GOOGL
ALPHABET INC
-$22.5K
19,158
-13%
减持
AMP
AMERIPRISE FINL INC
-$20.4K
4,380
-10%
