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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 148 项
建仓 16
增持 94
减持 32
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
CBOE
CBOE GLOBAL MKTS INC
+$15.2M
74,070
增持
—
SUPER MICRO COMPUTER INC
-$2.5M
6,199
+0%
减持
ADBE
ADOBE INC
-$2.2M
2,705
-59%
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
+$1.9M
74,175
+2%
增持
IWM
ISHARES TR
+$1.7M
14,535
+94%
增持
IJR
ISHARES TR
+$1.7M
22,325
+157%
增持
HD
HOME DEPOT INC
+$1.6M
14,948
+16%
减持
CVX
CHEVRON CORP NEW
-$1.2M
22,206
-23%
增持
BAC
BANK AMERICA CORP
+$1.1M
45,769
+160%
增持
CARR
CARRIER GLOBAL CORPORATION
+$994.8K
57,056
+0%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$831.7K
16,156
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$780.4K
0
-100%
减持
MRK
MERCK &CO INC
-$767.3K
7,542
-42%
增持
AMAT
APPLIED MATLS INC
-$733.5K
28,461
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$732.4K
4,100
+15%
增持
ORCL
ORACLE CORP
+$639.6K
20,428
+2%
建仓
WFC
WELLS FARGO CO NEW
+$635.3K
11,247
增持
RTX
RTX CORPORATION
+$622.7K
28,576
+1%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$607.9K
76,927
+32%
增持
GOOGL
ALPHABET INC
-$595.5K
51,749
+3%
建仓
OC
OWENS CORNING NEW
+$541.0K
3,065
减持
—
EXXON MOBIL CORP
-$515.4K
27,859
-15%
增持
AVGO
BROADCOM INC
+$486.6K
11,605
+1129%
清仓
GIS
GENERAL MLS INC
-$485.1K
0
-100%
增持
NUV
NUVEEN MUN VALUE FD INC
+$481.4K
105,700
+93%
增持
IYJ
ISHARES TR
+$479.2K
15,680
+16%
增持
—
BLACKROCK INC
+$440.9K
2,694
+0%
建仓
MMM
3M CO
+$438.1K
3,205
增持
JNJ
JOHNSON &JOHNSON
+$398.8K
19,787
+3%
增持
V
VISA INC
+$393.7K
19,615
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$392.4K
2,258
+41%
增持
MSFT
MICROSOFT CORP
+$391.4K
27,895
+7%
增持
IYF
ISHARES TR
+$386.1K
19,667
+12%
减持
CME
CME GROUP INC
+$378.7K
17,787
-1%
清仓
XLE
SELECT SECTOR SPDR TR
-$362.5K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$359.2K
1,756
-47%
增持
IGM
ISHARES TR
+$355.6K
21,141
+19%
增持
DIS
DISNEY WALT CO
+$354.6K
6,939
+120%
增持
IYW
ISHARES TR
+$352.9K
13,829
+19%
增持
DUK
DUKE ENERGY CORP NEW
+$344.7K
16,671
+6%
增持
MU
MICRON TECHNOLOGY INC
+$342.6K
11,889
+76%
增持
AMD
ADVANCED MICRO DEVICES INC
+$341.6K
4,333
+90%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$339.0K
6,917
+13%
增持
SNX
TD SYNNEX CORPORATION
+$329.2K
32,467
+5%
建仓
T
AT&T INC
+$317.7K
14,439
增持
WHR
WHIRLPOOL CORP
+$313.6K
6,059
+85%
增持
KMI
KINDER MORGAN INC DEL
+$311.2K
139,752
+0%
增持
SOXX
ISHARES TR
+$310.2K
8,629
+27%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$304.0K
5,363
-54%
增持
VZ
VERIZON COMMUNICATIONS INC
+$300.6K
22,932
+30%
增持
BX
BLACKSTONE INC
+$282.1K
9,319
+1%
减持
QQQ
INVESCO QQQ TR
-$269.6K
6,756
-9%
减持
ABBV
ABBVIE INC
+$265.0K
10,840
-1%
减持
COP
CONOCOPHILLIPS
-$264.6K
5,012
-28%
增持
PAYX
PAYCHEX INC
+$262.4K
16,781
+0%
增持
VTV
VANGUARD INDEX FDS
+$258.8K
6,704
+18%
建仓
VRT
VERTIV HOLDINGS CO
+$258.2K
2,595
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$258.0K
14,276
-23%
清仓
ASB
ASSOCIATED BANC CORP
-$251.7K
0
-100%
增持
JPM
JPMORGAN CHASE &CO.
+$242.1K
10,610
+8%
建仓
PEP
PEPSICO INC
+$240.5K
1,414
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$238.5K
4,744
增持
C
CITIGROUP INC
+$232.4K
8,000
+89%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$225.9K
6,198
建仓
FPF
FIRST TR INTER DURATN PFD &
+$220.5K
11,291
清仓
LW
LAMB WESTON HLDGS INC
-$219.2K
0
-100%
增持
JXN
JACKSON FINANCIAL INC
+$219.0K
8,770
+12%
建仓
LULU
LULULEMON ATHLETICA INC
+$217.1K
800
清仓
SLV
ISHARES SILVER TR
-$212.6K
0
-100%
增持
MCD
MCDONALDS CORP
+$210.7K
2,691
+13%
建仓
IWF
ISHARES TR
+$210.6K
561
增持
DOV
DOVER CORP
+$209.2K
16,931
+1%
建仓
LQD
ISHARES TR
+$208.7K
1,847
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$205.7K
23,644
+1%
建仓
NDAQ
NASDAQ INC
+$203.1K
2,782
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$178.5K
14,913
增持
APD
AIR PRODS &CHEMS INC
+$175.7K
1,501
+43%
增持
PG
PROCTER AND GAMBLE CO
+$174.9K
3,297
+37%
增持
KO
COCA COLA CO
+$170.2K
19,183
+1%
增持
—
INVESCO LTD
+$168.6K
61,400
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$163.7K
7,631
+38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$161.5K
12,815
+24%
减持
BRO
BROWN &BROWN INC
-$151.5K
9,739
-25%
增持
VOO
VANGUARD INDEX FDS
+$149.4K
2,517
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$147.2K
15,583
+30%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$144.4K
10,596
+26%
增持
VYM
VANGUARD WHITEHALL FDS
+$143.8K
8,598
+6%
增持
NVDA
NVIDIA CORPORATION
+$130.9K
114,551
+3%
增持
GNRC
GENERAC HLDGS INC
+$130.9K
4,311
+3%
减持
SHEL
SHELL PLC
-$130.2K
9,307
-10%
增持
UBER
UBER TECHNOLOGIES INC
+$128.7K
6,995
+28%
增持
META
META PLATFORMS INC
+$126.8K
1,652
+2%
增持
COST
COSTCO WHSL CORP NEW
+$119.3K
543
+27%
增持
DE
DEERE &CO
+$118.9K
1,351
+13%
增持
GILD
GILEAD SCIENCES INC
+$111.4K
4,458
+17%
增持
XLU
SELECT SECTOR SPDR TR
+$111.4K
5,953
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$107.6K
4,935
+4%
增持
VB
VANGUARD INDEX FDS
+$105.2K
1,937
+19%
减持
UNH
UNITEDHEALTH GROUP INC
-$102.3K
5,206
-16%
增持
XLV
SELECT SECTOR SPDR TR
+$102.3K
2,672
+26%
减持
BA
BOEING CO
-$99.8K
2,141
-8%
增持
AMZN
AMAZON COM INC
+$97.0K
51,619
+5%
增持
VUG
VANGUARD INDEX FDS
+$94.2K
1,996
+11%
增持
GDX
VANECK ETF TRUST
+$93.6K
14,462
+2%
增持
DHR
DANAHER CORPORATION
+$92.4K
1,415
+17%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$89.8K
2,366
+20%
增持
NOBL
PROSHARES TR
+$88.1K
6,815
+2%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$84.1K
34,694
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$81.6K
14,027
+13%
增持
CRM
SALESFORCE INC
+$79.1K
1,529
+16%
增持
PFE
PFIZER INC
+$78.9K
14,931
+18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$75.6K
3,224
-12%
增持
QCOM
QUALCOMM INC
+$70.1K
1,902
+50%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$63.0K
6,074
+7%
增持
FHN
FIRST HORIZON CORPORATION
+$51.7K
81,020
+6%
增持
IVV
ISHARES TR
+$49.7K
608
+11%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$48.9K
13,342
+0%
增持
LLY
ELI LILLY &CO
+$48.6K
5,773
+3%
减持
ONTO
ONTO INNOVATION INC
-$47.8K
1,496
-8%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$37.5K
7,047
+1%
减持
SPYM
SPDR SER TR
-$36.7K
25,854
-7%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$35.0K
8,340
+2%
增持
ZS
ZSCALER INC
+$34.4K
2,000
+25%
增持
TGT
TARGET CORP
+$34.1K
3,326
+2%
增持
SPMD
SPDR SER TR
+$33.7K
6,945
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$32.8K
3,492
+3%
减持
CSCO
CISCO SYS INC
-$30.4K
16,091
-14%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$29.9K
5,759
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.4K
391
+1%
增持
ET
ENERGY TRANSFER L P
+$28.2K
19,697
+11%
增持
GOOG
ALPHABET INC
+$27.9K
2,350
+18%
减持
BHP
BHP GROUP LTD
+$21.6K
5,271
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$21.3K
1,288
+8%
增持
CVE
CENOVUS ENERGY INC
-$19.6K
13,400
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$18.8K
1,112
-8%
减持
PANW
PALO ALTO NETWORKS INC
+$17.2K
6,529
-0%
减持
ONEQ
FIDELITY COMWLTH TR
-$16.1K
11,297
-4%
减持
—
ARISTA NETWORKS INC
+$15.5K
897
-4%
减持
XLF
SELECT SECTOR SPDR TR
-$13.7K
7,189
-13%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$11.0K
1,229
-8%
增持
BKR
BAKER HUGHES COMPANY
+$10.8K
9,101
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$10.6K
5,370
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$10.0K
8,912
+4%
减持
NFLX
NETFLIX INC
+$9.2K
465
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.6K
6,349
-8%
减持
TFC
TRUIST FINL CORP
-$4.5K
4,940
-11%
减持
SPSM
SPDR SER TR
+$2.6K
7,165
-8%
减持
BOXX
EA SERIES TRUST
-$2.2K
2,857
-2%
