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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 142 项
建仓 17
增持 54
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NVO
NOVO-NORDISK A S
-$4.3M
14,080
-77%
减持
AMAT
APPLIED MATLS INC
-$3.4M
6,034
-77%
减持
NVDA
NVIDIA CORPORATION
-$3.2M
112,318
-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。
增持
UBER
UBER TECHNOLOGIES INC
+$3.1M
57,010
+238%
清仓
—
BLACKROCK INC
-$2.8M
0
-100%
建仓
BLK
BLACKROCK INC
+$2.5M
2,694
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
428
-92%
增持
LLY
ELI LILLY & CO
+$2.2M
9,060
+33%
减持
AAPL
APPLE INC
-$2.2M
70,832
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.2M
680
-89%
减持
GOOGL
ALPHABET INC
-$2.0M
49,848
-3%
减持
AMZN
AMAZON COM INC
-$1.7M
52,847
-1%
建仓
ZTS
ZOETIS INC
+$1.7M
10,056
减持
MSFT
MICROSOFT CORP
-$1.3M
26,495
-1%
增持
SNPS
SYNOPSYS INC
+$1.3M
3,945
+356%
减持
KO
COCA COLA CO
-$897.1K
3,395
-81%
清仓
ONEQ
FIDELITY COMWLTH TR
-$859.2K
0
-100%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$854.7K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$793.4K
6,350
建仓
EUFN
ISHARES TR
+$781.8K
27,440
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$761.3K
18,563
增持
UPS
UNITED PARCEL SERVICE INC
+$726.6K
11,499
+169%
建仓
SPDN
DIREXION SHS ETF TR
+$695.4K
60,001
减持
AVGO
BROADCOM INC
-$651.0K
9,982
-0%
建仓
—
EATON CORP PLC
+$641.8K
2,361
增持
META
META PLATFORMS INC
+$600.3K
2,547
+72%
清仓
DE
DEERE & CO
-$563.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$543.8K
9,854
-35%
建仓
HON
HONEYWELL INTL INC
+$513.1K
2,423
增持
ORCL
ORACLE CORP
-$510.0K
22,077
+2%
清仓
—
ARISTA NETWORKS INC
-$478.4K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$468.9K
6,153
-6%
减持
SNX
TD SYNNEX CORPORATION
-$454.7K
29,039
-2%
增持
IJH
ISHARES TR
+$452.4K
28,078
+48%
减持
IJR
ISHARES TR
-$387.3K
20,172
-7%
减持
—
EXXON MOBIL CORP
-$385.6K
13,611
-27%
增持
OC
OWENS CORNING NEW
-$368.4K
15,416
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$356.1K
23,068
+35%
减持
RTX
RTX CORPORATION
+$341.6K
27,457
-4%
增持
MRVL
MARVELL TECHNOLOGY INC
-$337.3K
8,031
+7%
减持
IWM
ISHARES TR
-$313.5K
14,528
-0%
减持
CME
CME GROUP INC
+$310.4K
16,741
-6%
清仓
COP
CONOCOPHILLIPS
-$310.1K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$310.0K
0
-100%
清仓
IVV
ISHARES TR
-$300.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$298.7K
8,311
+24%
增持
DUK
DUKE ENERGY CORP NEW
+$296.6K
16,356
+4%
增持
NOW
SERVICENOW INC
+$273.2K
1,009
+102%
减持
OKE
ONEOK INC NEW
-$269.8K
43,231
-5%
增持
GNRC
GENERAC HLDGS INC
-$268.1K
11,625
+4%
减持
AMT
AMERICAN TOWER CORP NEW
+$249.8K
7,628
-1%
减持
ABBV
ABBVIE INC
+$249.6K
10,067
-4%
增持
PAYX
PAYCHEX INC
+$238.2K
16,933
+0%
清仓
NTRS
NORTHERN TR CORP
-$235.8K
0
-100%
增持
C
CITIGROUP INC
+$233.5K
11,412
+39%
建仓
GLD
SPDR GOLD TR
+$222.6K
773
建仓
ANET
ARISTA NETWORKS INC
+$220.3K
2,843
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$219.0K
3,743
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$217.9K
2,581
增持
T
AT&T INC
+$217.2K
38,494
+1%
建仓
TFI
SPDR SER TR
+$214.6K
4,762
建仓
KLAC
KLA CORP
+$213.9K
315
清仓
LYTS
LSI INDS INC OHIO
-$213.6K
0
-100%
建仓
—
ELBIT SYS LTD
+$211.0K
550
建仓
WELL
WELLTOWER INC
+$207.0K
1,351
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$206.0K
0
-100%
清仓
CVE
CENOVUS ENERGY INC
-$203.0K
0
-100%
清仓
IWF
ISHARES TR
-$201.6K
0
-100%
建仓
LQD
ISHARES TR
+$201.5K
1,854
清仓
XLV
SELECT SECTOR SPDR TR
-$200.9K
0
-100%
增持
D
DOMINION ENERGY INC
+$195.9K
7,700
+76%
增持
CARR
CARRIER GLOBAL CORPORATION
-$193.2K
59,029
+2%
增持
HD
HOME DEPOT INC
-$186.2K
14,370
+3%
减持
CVX
CHEVRON CORP NEW
-$168.9K
14,798
-19%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$164.2K
33,650
+10%
减持
AMGN
AMGEN INC
+$156.3K
3,327
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$154.2K
3,080
+13%
增持
IYW
ISHARES TR
-$150.4K
9,928
+3%
增持
—
INVESCO LTD
-$149.6K
72,410
+1%
减持
ADBE
ADOBE INC
-$141.2K
1,786
-4%
增持
IGM
ISHARES TR
-$141.1K
14,474
+2%
减持
NUV
NUVEEN MUN VALUE FD INC
-$128.8K
95,500
-15%
增持
DOV
DOVER CORP
-$128.0K
17,351
+2%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$122.0K
135,004
+7%
增持
IGV
ISHARES TR
-$121.8K
14,664
+3%
增持
BAC
BANK AMERICA CORP
+$113.8K
19,929
+22%
减持
SPYM
SPDR SER TR
-$109.6K
24,599
-2%
减持
ASB
ASSOCIATED BANC CORP
-$109.3K
10,000
-29%
减持
TGT
TARGET CORP
-$100.6K
3,221
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$96.7K
21,423
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$94.3K
2,682
+12%
减持
MRK
MERCK & CO INC
-$94.0K
4,301
-11%
减持
IYF
ISHARES TR
-$89.2K
12,919
-8%
减持
VOO
VANGUARD INDEX FDS
-$85.0K
2,549
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$83.8K
4,373
-1%
减持
IYJ
ISHARES TR
-$79.2K
10,779
-3%
增持
QCOM
QUALCOMM INC
+$77.5K
2,936
+21%
增持
PANW
PALO ALTO NETWORKS INC
-$76.9K
14,264
+3%
减持
SPSM
SPDR SER TR
-$75.0K
7,930
-11%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$72.8K
5,523
-21%
增持
CRM
SALESFORCE INC
+$67.3K
2,163
+41%
减持
GILD
GILEAD SCIENCES INC
+$66.1K
3,796
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$65.8K
18,241
+21%
增持
VB
VANGUARD INDEX FDS
+$55.8K
2,412
+21%
增持
GOOG
ALPHABET INC
-$55.4K
1,925
+3%
增持
WHR
WHIRLPOOL CORP
-$53.3K
7,359
+18%
减持
XLK
SELECT SECTOR SPDR TR
-$52.6K
1,271
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$52.6K
10,040
-0%
减持
SPMD
SPDR SER TR
-$48.4K
6,540
-7%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$47.9K
35,713
+14%
减持
XLF
SELECT SECTOR SPDR TR
-$45.9K
4,898
-18%
增持
INTC
INTEL CORP
+$45.4K
16,267
+1%
增持
FHN
FIRST HORIZON CORPORATION
+$45.3K
100,296
+6%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$40.6K
6,979
-0%
减持
JXN
JACKSON FINANCIAL INC
-$38.4K
10,207
-1%
增持
VHT
VANGUARD WORLD FD
+$38.3K
1,175
+9%
增持
BX
BLACKSTONE INC
-$37.3K
9,611
+20%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$37.2K
6,474
+7%
减持
KMI
KINDER MORGAN INC DEL
-$35.7K
132,061
-5%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$33.8K
13,098
-3%
减持
CSCO
CISCO SYS INC
-$32.7K
15,296
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$31.3K
6,354
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$28.5K
4,642
-2%
减持
MU
MICRON TECHNOLOGY INC
+$28.3K
11,917
-0%
增持
BKR
BAKER HUGHES COMPANY
+$27.0K
9,192
+0%
增持
BA
BOEING CO
+$25.4K
4,049
+8%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$25.0K
8,310
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$24.9K
8,880
+0%
减持
PFE
PFIZER INC
-$22.9K
16,866
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$22.1K
6,970
+0%
减持
ET
ENERGY TRANSFER L P
-$20.3K
19,641
-0%
增持
VUG
VANGUARD INDEX FDS
+$18.7K
2,170
+13%
增持
VRT
VERTIV HOLDINGS CO
-$18.7K
4,690
+49%
减持
SCHD
SCHWAB STRATEGIC TR
-$18.4K
9,231
-9%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$17.7K
10,300
+11%
减持
BND
VANGUARD BD INDEX FDS
-$10.9K
2,732
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.5K
7,564
+0%
减持
FPF
FIRST TR INTER DURATN PFD &
-$6.8K
10,317
-5%
增持
SPY
SPDR S&P 500 ETF TR
-$5.5K
5,388
+5%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.4K
6,994
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$4.7K
2,087
-1%
增持
BHP
BHP GROUP LTD
-$1.5K
5,274
+0%
