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HARMONY ASSET MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HARMONY ASSET MANAGEMENT LLC
报告期 2026-03-31 · CIK 0002002815
持仓数
195
前50大市值合计
$234.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 57
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
DOV
DOVER CORP
-$7.3M
16,831
-71%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
111,544
+912%
增持
AAPL
APPLE INC
+$3.5M
73,026
+5%
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。
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$2.9M
6,140
清仓
—
LYONDELLBASELL INDUSTRIES N
-$2.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.0M
50,387
+6%
增持
MSFT
MICROSOFT CORP
+$1.6M
25,980
+10%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.6M
7,928
-50%
清仓
IGV
ISHARES TR
-$1.5M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$1.5M
11,688
-67%
减持
ABBV
ABBVIE INC
-$1.3M
10,936
-38%
增持
NVO
NOVO-NORDISK A S
+$1.3M
60,827
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
6,532
-45%
增持
—
SUPER MICRO COMPUTER INC
-$1.1M
6,187
+1%
增持
AMZN
AMAZON COM INC
+$1.1M
49,269
+6%
减持
APD
AIR PRODS & CHEMS INC
-$1.1M
1,051
-81%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.0M
18,638
-29%
减持
COP
CONOCOPHILLIPS
-$1.0M
6,927
-52%
清仓
GPN
GLOBAL PMTS INC
-$995.1K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$949.5K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$939.3K
0
-100%
增持
LLY
ELI LILLY & CO
+$870.9K
5,595
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$784.7K
17,685
-51%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$780.4K
36,605
减持
MRK
MERCK & CO INC
-$774.6K
13,116
-28%
减持
MCD
MCDONALDS CORP
-$658.2K
2,389
-47%
减持
GNRC
GENERAC HLDGS INC
-$643.7K
4,190
-56%
减持
CSCO
CISCO SYS INC
-$606.3K
18,665
-38%
减持
V
VISA INC
-$569.5K
19,048
-5%
减持
AMAT
APPLIED MATLS INC
+$538.4K
27,476
-5%
清仓
NEE
NEXTERA ENERGY INC
-$525.9K
0
-100%
减持
—
INVESCO LTD
-$497.7K
60,800
-28%
减持
ORCL
ORACLE CORP
-$447.5K
20,122
-23%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$417.9K
5,674
-48%
建仓
UBER
UBER TECHNOLOGIES INC
+$397.1K
5,463
建仓
NOW
SERVICENOW INC
+$393.3K
500
增持
QQQ
INVESCO QQQ TR
+$384.3K
7,445
+4%
增持
ADBE
ADOBE INC
+$384.0K
6,548
+2%
增持
VOO
VANGUARD INDEX FDS
+$375.6K
2,357
+41%
增持
AVGO
BROADCOM INC
+$373.0K
944
+10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$369.4K
2,277
清仓
AXSM
AXSOME THERAPEUTICS INC
-$362.0K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$356.8K
1,966
+59%
建仓
PFE
PFIZER INC
+$353.2K
12,622
减持
IWM
ISHARES TR
-$346.0K
7,502
-16%
减持
LMT
LOCKHEED MARTIN CORP
-$339.9K
3,563
-19%
建仓
CRM
SALESFORCE INC
+$339.4K
1,320
建仓
WHR
WHIRLPOOL CORP
+$334.7K
3,275
增持
MU
MICRON TECHNOLOGY INC
+$321.2K
6,769
+40%
增持
JNJ
JOHNSON & JOHNSON
+$321.0K
19,211
+22%
建仓
NFLX
NETFLIX INC
+$320.6K
475
增持
OKE
ONEOK INC NEW
+$318.7K
45,011
+8%
增持
META
META PLATFORMS INC
+$312.9K
1,624
+56%
清仓
WDC
WESTERN DIGITAL CORP.
-$307.6K
0
-100%
建仓
ZS
ZSCALER INC
+$307.5K
1,600
建仓
BHP
BHP GROUP LTD
+$305.8K
5,356
建仓
DHR
DANAHER CORPORATION
+$301.1K
1,205
清仓
—
MEDTRONIC PLC
-$288.1K
0
-100%
清仓
PEP
PEPSICO INC
-$279.0K
0
-100%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$274.1K
58,322
+15%
增持
JXN
JACKSON FINANCIAL INC
+$269.6K
7,826
+66%
建仓
C
CITIGROUP INC
+$268.4K
4,230
增持
HD
HOME DEPOT INC
-$267.0K
12,877
+5%
建仓
GILD
GILEAD SCIENCES INC
+$262.3K
3,824
清仓
AIG
AMERICAN INTL GROUP INC
-$261.5K
0
-100%
建仓
KLAC
KLA CORP
+$257.7K
313
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$246.8K
26,942
-0%
建仓
CVE
CENOVUS ENERGY INC
+$243.8K
12,400
减持
JPM
JPMORGAN CHASE & CO.
-$229.8K
9,864
-11%
清仓
CAT
CATERPILLAR INC
-$229.0K
0
-100%
增持
SNX
TD SYNNEX CORPORATION
+$221.7K
30,931
+4%
建仓
LW
LAMB WESTON HLDGS INC
+$219.2K
2,607
建仓
SLV
ISHARES SILVER TR
+$212.6K
8,000
增持
RTX
RTX CORPORATION
+$206.0K
28,285
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$197.5K
1,212
+72%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$190.0K
3,684
+57%
增持
KO
COCA COLA CO
+$170.0K
18,984
+12%
增持
FHN
FIRST HORIZON CORPORATION
+$162.4K
76,510
+13%
减持
SPY
SPDR S&P 500 ETF TR
-$152.4K
5,681
-8%
减持
IYW
ISHARES TR
+$150.3K
11,587
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$149.3K
6,919
+13%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$139.6K
1,329
-13%
减持
IGM
ISHARES TR
+$138.3K
17,736
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$136.2K
4,727
-12%
增持
MRVL
MARVELL TECHNOLOGY INC
+$132.8K
5,531
+54%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$126.6K
12,380
+41%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$123.6K
12,009
+42%
减持
TFC
TRUIST FINL CORP
-$121.6K
5,555
-36%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$119.4K
23,297
-0%
减持
CVX
CHEVRON CORP NEW
-$116.2K
28,897
-2%
增持
AMGN
AMGEN INC
+$95.3K
3,377
+0%
减持
SOXX
ISHARES TR
+$90.3K
6,810
-3%
减持
PAYX
PAYCHEX INC
-$85.8K
16,779
-1%
增持
BOXX
EA SERIES TRUST
+$82.7K
2,907
+34%
增持
XLE
SELECT SECTOR SPDR TR
+$81.8K
3,977
+34%
增持
PG
PROCTER AND GAMBLE CO
+$81.7K
2,402
+24%
减持
DIS
DISNEY WALT CO
-$81.5K
3,152
-2%
减持
EXP
EAGLE MATLS INC
-$80.8K
1,317
-3%
增持
CME
CME GROUP INC
-$75.4K
18,036
+7%
减持
BA
BOEING CO
-$73.1K
2,337
-10%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$66.7K
13,278
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$65.9K
57,033
-6%
增持
GOOG
ALPHABET INC
+$63.5K
1,990
+1%
增持
SHEL
SHELL PLC
+$59.7K
10,307
+1%
增持
VUG
VANGUARD INDEX FDS
+$57.4K
1,797
+1%
增持
WDAY
WORKDAY INC
+$56.9K
1,367
+50%
减持
ONTO
ONTO INNOVATION INC
+$56.5K
1,632
-2%
减持
—
ARISTA NETWORKS INC
+$55.0K
938
-1%
减持
GIS
GENERAL MLS INC
-$55.0K
7,668
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$54.1K
1,192
+15%
增持
COST
COSTCO WHSL CORP NEW
+$52.2K
426
+1%
减持
NOBL
PROSHARES TR
-$50.8K
6,652
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$47.4K
5,660
+13%
增持
TGT
TARGET CORP
+$46.4K
3,271
+32%
增持
GDX
VANECK ETF TRUST
+$45.7K
14,213
+3%
减持
—
EXXON MOBIL CORP
-$43.7K
32,845
-0%
减持
DUK
DUKE ENERGY CORP NEW
+$42.3K
15,739
-1%
增持
DE
DEERE & CO
+$42.1K
1,191
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$39.8K
10,322
+5%
增持
ASB
ASSOCIATED BANC CORP
+$38.7K
11,900
+20%
增持
IJR
ISHARES TR
+$38.4K
8,685
+8%
减持
SPSM
SPDR SER TR
-$37.6K
7,790
-7%
减持
SPYM
SPDR SER TR
+$36.8K
27,845
-2%
减持
QCOM
QUALCOMM INC
+$36.7K
1,272
-1%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$36.6K
6,965
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$34.3K
1,604
-12%
减持
BAC
BANK AMERICA CORP
+$31.6K
17,594
-0%
减持
FANG
DIAMONDBACK ENERGY INC
-$27.8K
3,306
-5%
减持
VB
VANGUARD INDEX FDS
-$27.2K
1,625
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$25.8K
3,374
-6%
增持
—
BLACKROCK INC
-$24.7K
2,689
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$23.8K
8,082
+5%
增持
IYF
ISHARES TR
+$23.4K
17,524
+3%
减持
SPMD
SPDR SER TR
-$22.3K
6,745
-2%
减持
VTV
VANGUARD INDEX FDS
-$19.3K
5,683
-1%
增持
IYJ
ISHARES TR
+$18.4K
13,536
+6%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$17.0K
3,210
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$14.5K
8,259
-2%
增持
IJH
ISHARES TR
-$14.0K
6,632
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$13.2K
2,122
+6%
增持
PWV
INVESCO EXCHANGE TRADED FD T
-$12.5K
8,201
+0%
减持
IVV
ISHARES TR
-$9.2K
550
-7%
增持
BX
BLACKSTONE INC
+$8.8K
9,248
+7%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$8.4K
34,492
-3%
减持
NUV
NUVEEN MUN VALUE FD INC
-$8.1K
54,700
-1%
减持
XLU
SELECT SECTOR SPDR TR
+$6.8K
5,422
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$5.8K
4,719
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$5.8K
8,608
-2%
减持
BKR
BAKER HUGHES COMPANY
+$4.9K
9,047
-3%
减持
KMI
KINDER MORGAN INC DEL
-$2.8K
139,705
-8%
