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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 145 项
建仓 10
增持 75
减持 50
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.5M
69,954
+0%
增持
GOOGL
ALPHABET INC
+$3.3M
49,574
+0%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
108,040
+0%
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
META
META PLATFORMS INC
+$2.7M
6,575
+127%
建仓
FSLR
FIRST SOLAR INC
+$2.1M
9,585
增持
ANET
ARISTA NETWORKS INC
+$1.9M
22,918
+62%
减持
OKE
ONEOK INC NEW
-$1.8M
30,284
-39%
增持
ORCL
ORACLE CORP
+$1.4M
22,614
+0%
减持
DOCU
DOCUSIGN INC
-$1.3M
9,439
-62%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.1M
0
-100%
减持
ZTS
ZOETIS INC
-$1.1M
4,086
-63%
清仓
T
AT&T INC
-$1.0M
0
-100%
建仓
IBTM
ISHARES TR
+$903.7K
39,070
增持
HD
HOME DEPOT INC
+$775.4K
15,060
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
-$766.5K
59,486
+1%
增持
RF
REGIONS FINANCIAL CORP NEW
+$752.1K
48,900
+114%
增持
RTX
RTX CORPORATION
+$689.1K
31,135
+1%
清仓
ADBE
ADOBE INC
-$679.5K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$661.7K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$656.7K
7,834
增持
—
INVESCO LTD
+$652.1K
90,930
+0%
减持
IJH
ISHARES TR
-$645.4K
14,727
-43%
减持
CVX
CHEVRON CORP NEW
-$615.4K
9,374
-35%
增持
MSFT
MICROSOFT CORP
+$592.5K
26,665
+0%
增持
IYF
ISHARES TR
+$587.5K
16,288
+34%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$545.6K
30,415
-28%
清仓
NVO
NOVO-NORDISK A S
-$545.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$522.3K
6,881
+5%
增持
VOO
VANGUARD INDEX FDS
+$476.1K
3,241
+22%
增持
IYW
ISHARES TR
+$465.8K
10,688
+14%
增持
IGM
ISHARES TR
+$464.8K
16,028
+16%
增持
ABBV
ABBVIE INC
+$456.3K
9,932
+0%
增持
IGV
ISHARES TR
+$447.1K
16,999
+23%
增持
IYJ
ISHARES TR
+$422.2K
12,836
+26%
减持
PAYX
PAYCHEX INC
-$422.2K
19,476
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$413.0K
5,313
+44%
减持
AMT
AMERICAN TOWER CORP NEW
-$402.0K
7,038
-11%
增持
IWM
ISHARES TR
+$396.2K
14,398
+1%
建仓
EA
ELECTRONIC ARTS INC
+$389.9K
1,933
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$389.2K
17,122
-26%
增持
SPY
SPDR S&P 500 ETF TR
+$387.8K
5,513
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$385.4K
10,460
+4%
增持
VTV
VANGUARD INDEX FDS
+$359.3K
10,269
+17%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$358.6K
11,310
清仓
MRK
MERCK & CO INC
-$340.5K
0
-100%
建仓
HACK
AMPLIFY ETF TR
+$333.8K
3,846
清仓
INTC
INTEL CORP
-$327.4K
0
-100%
减持
DOV
DOVER CORP
-$320.0K
17,276
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$318.7K
26,096
+19%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$318.4K
3,382
-28%
增持
UBER
UBER TECHNOLOGIES INC
+$317.8K
63,050
+0%
减持
TGT
TARGET CORP
-$316.2K
4,991
-36%
增持
JXN
JACKSON FINANCIAL INC
+$315.2K
12,638
+16%
增持
—
PENTAIR PLC
+$311.5K
21,025
+7%
增持
FCX
FREEPORT-MCMORAN INC
+$301.0K
55,976
+28%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$293.9K
0
-100%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$263.9K
12,024
+36%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$262.0K
2,625
减持
GDX
VANECK ETF TRUST
+$254.6K
10,543
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$246.1K
1,852
+26%
增持
IJR
ISHARES TR
+$240.7K
15,646
+6%
清仓
FTNT
FORTINET INC
-$238.9K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$237.5K
0
-100%
建仓
GE
GE AEROSPACE
+$231.4K
769
减持
GS
GOLDMAN SACHS GROUP INC
+$228.2K
2,710
-1%
建仓
APH
AMPHENOL CORP NEW
+$227.0K
1,834
减持
GNRC
GENERAC HLDGS INC
+$211.6K
11,855
-4%
增持
VUG
VANGUARD INDEX FDS
+$210.4K
2,445
+11%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$206.8K
135,762
+1%
增持
VB
VANGUARD INDEX FDS
+$204.7K
3,245
+24%
增持
BAC
BANK AMERICA CORP
+$197.7K
22,111
+11%
增持
DUK
DUKE ENERGY CORP NEW
+$196.9K
10,933
+12%
增持
BOND
PIMCO ETF TR
+$190.4K
5,111
+64%
减持
JNJ
JOHNSON & JOHNSON
+$182.4K
8,314
-7%
减持
C
CITIGROUP INC
+$177.7K
11,317
-1%
增持
HON
HONEYWELL INTL INC
+$177.6K
3,513
+46%
增持
GOOG
ALPHABET INC
+$175.8K
2,657
+0%
增持
—
EATON CORP PLC
+$174.5K
2,909
+14%
减持
KMI
KINDER MORGAN INC DEL
-$171.0K
75,989
-4%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$165.3K
13,672
-26%
增持
VRT
VERTIV HOLDINGS CO
+$161.0K
5,710
+5%
增持
V
VISA INC
-$157.6K
20,362
+2%
减持
SPYM
SPDR SERIES TRUST
+$138.6K
24,595
-0%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$136.6K
3,908
-26%
减持
FHN
FIRST HORIZON CORPORATION
+$130.9K
100,126
-0%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$122.1K
29,063
-0%
增持
AMZN
AMAZON COM INC
+$116.1K
53,971
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$115.4K
1,968
+13%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$109.8K
30,600
-7%
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$108.6K
10,500
减持
UNH
UNITEDHEALTH GROUP INC
-$104.6K
669
-38%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$103.5K
2,499
-3%
增持
MCD
MCDONALDS CORP
+$103.4K
2,582
+11%
增持
NUV
NUVEEN MUN VALUE FD INC
+$101.6K
110,500
+8%
减持
TSLA
TESLA INC
+$96.3K
762
-0%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$95.2K
24,300
-29%
增持
BKR
BAKER HUGHES COMPANY
+$92.0K
8,865
+0%
增持
LQD
ISHARES TR
+$84.6K
4,036
+21%
增持
—
EXXON MOBIL CORP
+$81.8K
13,795
+1%
减持
COST
COSTCO WHSL CORP NEW
-$78.9K
350
-14%
增持
LLY
ELI LILLY & CO
-$78.3K
9,602
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$73.6K
3,323
+9%
减持
EUFN
ISHARES TR
+$69.5K
25,979
-0%
增持
BND
VANGUARD BD INDEX FDS
+$65.4K
7,007
+13%
减持
QCOM
QUALCOMM INC
-$62.1K
2,472
-17%
增持
NFLX
NETFLIX INC
-$61.6K
468
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$59.9K
6,304
-1%
减持
PG
PROCTER AND GAMBLE CO
-$59.1K
1,795
-15%
增持
KLAC
KLA CORP
+$58.5K
316
+0%
增持
NOW
SERVICENOW INC
-$57.2K
1,065
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$55.8K
8,135
+0%
增持
GLD
SPDR GOLD TR
+$53.6K
824
+5%
减持
MU
MICRON TECHNOLOGY INC
+$42.3K
8,994
-24%
增持
CME
CME GROUP INC
-$42.2K
17,187
+1%
增持
BA
BOEING CO
+$41.8K
4,144
+2%
减持
CSCO
CISCO SYS INC
-$38.9K
13,723
-3%
增持
SPSM
SPDR SERIES TRUST
+$38.8K
8,130
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$38.8K
6,532
+14%
增持
BHP
BHP GROUP LTD
+$37.0K
4,823
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$36.1K
6,566
+5%
减持
VYM
VANGUARD WHITEHALL FDS
+$35.6K
8,311
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$35.5K
4,505
-0%
减持
OC
OWENS CORNING NEW
+$33.8K
10,867
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$28.4K
9,587
+3%
减持
IWD
ISHARES TR
-$28.3K
1,132
-15%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$28.0K
5,007
-17%
减持
D
DOMINION ENERGY INC
+$26.7K
7,556
-2%
增持
IWF
ISHARES TR
+$24.3K
507
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$24.3K
24,671
+1%
增持
PANW
PALO ALTO NETWORKS INC
-$17.6K
22,303
+0%
增持
PR
PERMIAN RESOURCES CORP
+$17.0K
13,879
+18%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$15.9K
9,300
-10%
增持
TFC
TRUIST FINL CORP
+$15.0K
5,364
+0%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$14.1K
8,154
-2%
增持
ET
ENERGY TRANSFER L P
-$14.1K
18,739
+1%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$14.1K
6,298
-8%
增持
WMT
WALMART INC
+$13.8K
2,438
+0%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$12.1K
12,768
-9%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.6K
17,749
-7%
减持
XLC
SELECT SECTOR SPDR TR
-$6.3K
2,120
-11%
减持
SPMD
SPDR SERIES TRUST
+$5.5K
6,315
-3%
减持
CGBL
CAPITAL GROUP CORE BALANCED
+$5.1K
5,919
-1%
增持
GILD
GILEAD SCIENCES INC
+$3.5K
3,851
+1%
减持
BOXX
EA SERIES TRUST
+$2.9K
2,853
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.4K
8,188
+0%
