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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 147 项
建仓 18
增持 64
减持 56
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$4.8M
107,599
-4%
增持
MSFT
MICROSOFT CORP
+$3.3M
26,575
+0%
清仓
SNX
TD SYNNEX CORPORATION
-$3.0M
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。
增持
PANW
PALO ALTO NETWORKS INC
+$2.1M
22,278
+56%
建仓
—
PENTAIR PLC
+$2.0M
19,650
建仓
DOCU
DOCUSIGN INC
+$1.9M
25,019
建仓
FCX
FREEPORT-MCMORAN INC
+$1.9M
43,700
增持
ORCL
ORACLE CORP
+$1.8M
22,563
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$1.7M
62,800
+10%
清仓
SNPS
SYNOPSYS INC
-$1.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.7M
53,486
+1%
减持
KMI
KINDER MORGAN INC DEL
-$1.4M
78,987
-40%
减持
AAPL
APPLE INC
-$1.4M
69,667
-2%
增持
ANET
ARISTA NETWORKS INC
+$1.2M
14,168
+398%
减持
GOOGL
ALPHABET INC
+$1.0M
49,489
-1%
增持
RTX
RTX CORPORATION
+$883.8K
30,959
+13%
减持
DUK
DUKE ENERGY CORP NEW
-$838.8K
9,798
-40%
减持
AVGO
BROADCOM INC
+$797.7K
8,957
-10%
增持
QQQ
INVESCO QQQ TR
+$723.6K
6,542
+6%
减持
OC
OWENS CORNING NEW
-$698.3K
10,933
-29%
清仓
SPDN
DIREXION SHS ETF TR
-$695.4K
0
-100%
增持
META
META PLATFORMS INC
+$670.3K
2,897
+14%
减持
CARR
CARRIER GLOBAL CORPORATION
+$575.4K
58,995
-0%
增持
BLK
BLACKROCK INC
+$564.4K
2,968
+10%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$554.2K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$549.6K
0
-100%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$537.4K
22,850
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$523.2K
5,296
减持
IJR
ISHARES TR
-$490.9K
14,809
-27%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$470.0K
3,055
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$465.0K
2,727
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$451.2K
10,051
+0%
减持
NVO
NOVO-NORDISK A S
-$432.5K
7,900
-44%
增持
TGT
TARGET CORP
+$427.7K
7,743
+140%
减持
MU
MICRON TECHNOLOGY INC
+$427.1K
11,867
-0%
减持
CVX
CHEVRON CORP NEW
-$404.6K
14,464
-2%
增持
VRT
VERTIV HOLDINGS CO
+$361.9K
5,455
+16%
增持
—
INVESCO LTD
+$335.4K
90,922
+26%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$329.7K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$326.7K
3,684
+21%
增持
GNRC
GENERAC HLDGS INC
+$300.6K
12,380
+6%
建仓
BOND
PIMCO ETF TR
+$286.7K
3,110
增持
PAYX
PAYCHEX INC
+$278.5K
19,874
+17%
减持
JNJ
JOHNSON & JOHNSON
-$275.0K
8,898
-10%
增持
—
EATON CORP PLC
+$272.5K
2,561
+8%
减持
SPY
SPDR S&P 500 ETF TR
+$270.5K
5,316
-1%
减持
ABBV
ABBVIE INC
-$265.9K
9,931
-1%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$258.3K
8,078
建仓
XLC
SELECT SECTOR SPDR TR
+$257.2K
2,370
增持
BND
VANGUARD BD INDEX FDS
+$255.1K
6,189
+127%
增持
CME
CME GROUP INC
+$244.7K
17,001
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$244.1K
9,320
+90%
增持
OKE
ONEOK INC NEW
-$244.0K
49,558
+15%
建仓
TSLA
TESLA INC
+$242.6K
764
减持
IGM
ISHARES TR
+$241.6K
13,833
-4%
建仓
FTNT
FORTINET INC
+$238.9K
2,260
建仓
XLY
SELECT SECTOR SPDR TR
+$237.5K
1,093
减持
IYW
ISHARES TR
+$233.4K
9,394
-5%
建仓
TFC
TRUIST FINL CORP
+$230.2K
5,355
清仓
LULU
LULULEMON ATHLETICA INC
-$226.4K
0
-100%
建仓
NDAQ
NASDAQ INC
+$222.2K
2,485
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$219.8K
4,696
-0%
建仓
IWF
ISHARES TR
+$213.1K
502
增持
AMD
ADVANCED MICRO DEVICES INC
+$212.4K
4,663
+7%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$210.9K
0
-100%
建仓
GRNY
TIDAL TRUST I
+$209.6K
9,240
建仓
NTRS
NORTHERN TR CORP
+$205.1K
1,618
减持
IGV
ISHARES TR
+$203.0K
13,771
-6%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$200.4K
5,993
增持
VOO
VANGUARD INDEX FDS
+$198.7K
2,656
+4%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$193.9K
29,141
-25%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$190.1K
14,177
+1%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$189.7K
0
-100%
增持
V
VISA INC
+$189.7K
20,022
+1%
减持
IWM
ISHARES TR
+$189.3K
14,308
-2%
增持
FHN
FIRST HORIZON CORPORATION
+$185.2K
100,611
+0%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$178.3K
8,824
+36%
增持
XLK
SELECT SECTOR SPDR TR
+$176.9K
1,735
+37%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$176.2K
134,242
-1%
增持
GOOG
ALPHABET INC
+$170.4K
2,656
+38%
增持
LQD
ISHARES TR
+$163.8K
3,332
+80%
增持
BA
BOEING CO
+$162.0K
4,069
+0%
减持
C
CITIGROUP INC
+$160.8K
11,407
-0%
建仓
PR
PERMIAN RESOURCES CORP
+$160.6K
11,795
增持
VYM
VANGUARD WHITEHALL FDS
+$160.3K
8,520
+13%
增持
VUG
VANGUARD INDEX FDS
+$157.6K
2,195
+1%
增持
DOV
DOVER CORP
+$153.9K
17,476
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$148.2K
19,015
+4%
增持
—
EXXON MOBIL CORP
-$145.1K
13,670
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$138.2K
11,161
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$134.6K
2,585
+0%
减持
PWB
INVESCO EXCHANGE TRADED FD T
+$133.7K
6,846
-2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$133.6K
8,115
+1%
增持
WHR
WHIRLPOOL CORP
+$123.7K
7,759
+5%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$122.6K
7,850
+24%
增持
VTV
VANGUARD INDEX FDS
+$120.2K
8,803
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$111.2K
1,075
+151%
增持
JXN
JACKSON FINANCIAL INC
+$108.9K
10,858
+6%
增持
BRO
BROWN & BROWN INC
-$102.8K
10,000
+3%
减持
GDX
VANECK ETF TRUST
-$102.5K
10,582
-26%
增持
AMT
AMERICAN TOWER CORP NEW
+$95.7K
7,943
+4%
增持
BX
BLACKSTONE INC
+$94.2K
9,612
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$88.3K
24,497
+14%
增持
VB
VANGUARD INDEX FDS
+$85.6K
2,618
+9%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$79.5K
13,999
+7%
增持
LLY
ELI LILLY & CO
-$77.9K
9,499
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$72.5K
21,838
-5%
增持
ZTS
ZOETIS INC
+$68.6K
11,057
+10%
减持
BKR
BAKER HUGHES COMPANY
-$64.1K
8,864
-4%
减持
T
AT&T INC
-$63.4K
35,426
-8%
减持
AFL
AFLAC INC
-$62.0K
6,068
-4%
增持
HD
HOME DEPOT INC
+$60.3K
14,528
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$55.7K
6,225
-11%
增持
NUV
NUVEEN MUN VALUE FD INC
+$53.2K
102,500
+7%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$49.5K
8,181
-8%
减持
HON
HONEYWELL INTL INC
+$48.9K
2,413
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$47.2K
1,122
+1%
增持
MCD
MCDONALDS CORP
-$47.0K
2,332
+0%
减持
IYJ
ISHARES TR
+$47.0K
10,191
-5%
减持
INTC
INTEL CORP
-$42.0K
14,616
-10%
减持
EUFN
ISHARES TR
+$40.9K
26,009
-5%
减持
AMAT
APPLIED MATLS INC
+$36.7K
4,984
-17%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$36.7K
32,950
-2%
减持
CSCO
CISCO SYS INC
+$34.0K
14,095
-8%
减持
IJH
ISHARES TR
-$31.8K
25,903
-8%
减持
DHR
DANAHER CORPORATION
-$30.5K
1,500
-6%
减持
ET
ENERGY TRANSFER L P
-$29.5K
18,514
-6%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$28.0K
34,067
-5%
减持
APD
AIR PRODS & CHEMS INC
-$25.4K
1,174
-3%
减持
BHP
BHP GROUP LTD
-$24.2K
4,821
-9%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$23.1K
8,329
+0%
增持
QCOM
QUALCOMM INC
+$22.3K
2,972
+1%
减持
XLI
SELECT SECTOR SPDR TR
+$17.4K
1,973
-5%
减持
IYF
ISHARES TR
+$17.4K
12,193
-6%
增持
GLD
SPDR GOLD TR
+$16.6K
785
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$15.0K
4,507
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$14.7K
5,743
+4%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$14.3K
3,725
-0%
减持
KO
COCA COLA CO
-$10.0K
3,295
-3%
增持
AMGN
AMGEN INC
+$6.9K
3,737
+12%
减持
COST
COSTCO WHSL CORP NEW
-$6.6K
407
-6%
减持
TFI
SPDR SERIES TRUST
-$6.4K
4,662
-2%
减持
ADBE
ADOBE INC
-$5.6K
1,756
-2%
减持
CRM
SALESFORCE INC
+$5.3K
2,148
-1%
增持
D
DOMINION ENERGY INC
+$3.8K
7,705
+0%
增持
GILD
GILEAD SCIENCES INC
-$1.4K
3,824
+1%
减持
WDAY
WORKDAY INC
+$228
1,479
-3%
