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Safe Harbor Fiduciary, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Safe Harbor Fiduciary, LLC
报告期 2026-03-31 · CIK 0002036114
持仓数
56
前50大市值合计
$103.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
24Q3
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 132 项
建仓 38
增持 31
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$7.5M
1,827
-93%
增持
QQQ
INVESCO QQQ TR
+$4.5M
10,581
+1050%
建仓
TLT
ISHARES TR
+$2.2M
24,459
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
AMZN
AMAZON COM INC
+$1.6M
10,352
+495%
增持
MSFT
MICROSOFT CORP
+$1.6M
5,539
+367%
减持
XSD
SPDR SER TR
-$1.4M
131
-98%
减持
SPY
SPDR S&P 500 ETF TR
-$939.0K
30,812
-1%
减持
RH
RH
-$662.9K
4,125
-0%
增持
UPRO
PROSHARES TR
+$629.0K
22,184
+95%
增持
AAPL
APPLE INC
-$599.4K
21,424
+0%
减持
IRM
IRON MTN INC DEL
-$393.6K
20,026
-1%
减持
AVUV
AMERICAN CENTY ETF TR
-$316.6K
28,427
-2%
建仓
ISRG
INTUITIVE SURGICAL INC
+$297.2K
600
减持
UPS
UNITED PARCEL SERVICE INC
-$259.7K
13,736
-2%
减持
SSO
PROSHARES TR
-$234.0K
14,173
-7%
减持
ADME
ETF SER SOLUTIONS
-$211.2K
81,748
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$205.5K
11,242
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$176.8K
5,305
-0%
减持
CVX
CHEVRON CORP NEW
+$152.7K
6,975
-0%
清仓
AMGN
AMGEN INC
-$130.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$118.1K
6,077
-1%
减持
EIX
EDISON INTL
-$110.9K
5,169
-1%
增持
ROPE
EA SERIES TRUST
+$108.8K
43,816
+8%
减持
HON
HONEYWELL INTL INC
-$98.4K
6,685
-0%
减持
LLY
ELI LILLY & CO
+$90.7K
1,753
-0%
减持
PFF
ISHARES TR
-$89.2K
101,205
-1%
减持
BAC
BANK AMERICA CORP
-$74.9K
29,978
-1%
减持
DOW
DOW INC
-$73.1K
13,648
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$66.6K
2,994
-1%
减持
KO
COCA COLA CO
+$66.0K
7,295
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$64.0K
9,195
-1%
减持
OKE
ONEOK INC NEW
-$60.9K
36,690
-0%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$60.3K
0
-100%
减持
V
VISA INC
+$59.3K
1,823
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$57.4K
1,285
+2420%
减持
STT
STATE STR CORP
-$57.3K
6,114
-1%
减持
BND
VANGUARD BD INDEX FDS
+$54.5K
36,070
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$54.0K
10,553
-1%
清仓
CW
CURTISS WRIGHT CORP
-$53.2K
0
-100%
建仓
OWL
BLUE OWL CAPITAL INC
+$50.1K
2,500
减持
PYPL
PAYPAL HLDGS INC
-$48.5K
2,200
-2%
建仓
ARKK
ARK ETF TR
+$47.6K
1,000
建仓
PCG
PG&E CORP
+$38.7K
2,254
增持
QLD
PROSHARES TR
-$37.4K
2,398
+4%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$36.4K
20,467
-0%
减持
KMB
KIMBERLY-CLARK CORP
+$33.2K
3,192
-1%
建仓
MGK
VANGUARD WORLD FD
+$32.1K
104
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$31.4K
162
减持
PM
PHILIP MORRIS INTL INC
+$30.7K
982
-6%
减持
VV
VANGUARD INDEX FDS
-$29.7K
1,814
-1%
减持
SBUX
STARBUCKS CORP
+$29.5K
5,048
-1%
减持
CPRT
COPART INC
-$29.1K
27,625
-0%
减持
SJM
SMUCKER J M CO
+$28.3K
3,720
-1%
减持
WMT
WALMART INC
-$27.2K
8,338
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$27.1K
3,079
+0%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$25.3K
218
建仓
VPU
VANGUARD WORLD FD
+$24.9K
146
增持
TSLA
TESLA INC
-$22.4K
177
+5%
建仓
VO
VANGUARD INDEX FDS
+$21.2K
82
增持
NVDA
NVIDIA CORPORATION
-$17.9K
955
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$17.6K
4,060
+2%
减持
CNI
CANADIAN NATL RY CO
-$17.5K
3,743
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.1K
1,552
-1%
增持
DFEN
DIREXION SHS ETF TR
+$15.1K
3,000
+7%
建仓
VGT
VANGUARD WORLD FD
+$14.1K
26
减持
KMI
KINDER MORGAN INC DEL
+$14.0K
18,368
-1%
增持
XLB
SELECT SECTOR SPDR TR
+$13.6K
6,794
+0%
增持
TQQQ
PROSHARES TR
+$12.1K
213
+21200%
减持
CL
COLGATE PALMOLIVE CO
+$11.6K
5,014
-1%
减持
ROKU
ROKU INC
-$10.4K
1,900
-2%
减持
VNQ
VANGUARD INDEX FDS
-$10.3K
22,723
-2%
增持
ITA
ISHARES TR
+$10.2K
1,016
+2%
建仓
GE
GE AEROSPACE
+$9.6K
48
建仓
LVHD
LEGG MASON ETF INVT
+$9.3K
228
建仓
EQX
EQUINOX GOLD CORP
+$8.7K
1,270
建仓
ETB
EATON VANCE TAX MNGED BUY WR
+$8.1K
595
建仓
C
CITIGROUP INC
+$7.1K
100
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$7.0K
115
增持
VHT
VANGUARD WORLD FD
+$6.5K
34
+240%
减持
T
AT&T INC
+$6.3K
1,136
-0%
建仓
HASI
HA SUSTAINABLE INFRA CAP INC
+$6.3K
214
建仓
VIGI
VANGUARD WHITEHALL FDS
+$5.8K
70
减持
PG
PROCTER AND GAMBLE CO
+$5.8K
2,934
-0%
建仓
ET
ENERGY TRANSFER L P
+$5.4K
288
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$5.3K
70
清仓
MA
MASTERCARD INCORPORATED
-$5.3K
0
-100%
减持
BBBY
BEYOND INC
+$5.0K
6,900
-3%
建仓
CERY
SPDR SER TR
+$4.9K
177
建仓
VOE
VANGUARD INDEX FDS
+$4.7K
29
建仓
BCE
BCE INC
+$4.6K
200
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.4K
9
-80%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$4.3K
46
-88%
增持
VOD
VODAFONE GROUP PLC NEW
+$4.3K
523
+616%
减持
HR
HEALTHCARE RLTY TR
-$3.8K
24,213
-1%
建仓
GEV
GE VERNOVA INC
+$3.7K
12
建仓
ICLN
ISHARES TR
+$3.6K
315
建仓
IWD
ISHARES TR
+$3.6K
19
增持
SO
SOUTHERN CO
+$3.6K
371
+0%
增持
DDM
PROSHARES TR
-$3.1K
5,229
+3%
增持
SPDW
SPDR INDEX SHS FDS
+$2.9K
1,187
+0%
增持
SPYM
SPDR SER TR
-$2.6K
1,268
+2%
建仓
HAL
HALLIBURTON CO
+$2.6K
101
建仓
VOT
VANGUARD INDEX FDS
+$2.4K
10
建仓
IUSG
ISHARES TR
+$2.4K
19
建仓
IYF
ISHARES TR
+$2.4K
21
增持
EMHC
SPDR SER TR
+$2.3K
224
+70%
建仓
IWM
ISHARES TR
+$2.2K
11
建仓
CURE
DIREXION SHS ETF TR
+$2.1K
20
建仓
VCR
VANGUARD WORLD FD
+$2.0K
6
减持
HSY
HERSHEY CO
+$1.9K
2,527
-1%
清仓
—
60 DEGREES PHARMACEUTICALS I
-$1.8K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.8K
120
+58%
减持
EBND
SPDR SER TR
-$1.5K
136
-37%
减持
SPHY
SPDR SER TR
-$1.2K
101
-33%
建仓
VDC
VANGUARD WORLD FD
+$1.1K
5
减持
AAP
ADVANCE AUTO PARTS INC
-$986
5
-80%
减持
—
EXXON MOBIL CORP
+$790
3,772
-9%
增持
SPSM
SPDR SER TR
-$772
207
+1%
减持
SPAB
SPDR SER TR
-$761
1,705
-4%
建仓
—
60 DEGREES PHARMACEUTICALS I
+$506
275
增持
XLC
SELECT SECTOR SPDR TR
-$476
4,051
+0%
增持
GWX
SPDR INDEX SHS FDS
+$251
226
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$181
564
-2%
增持
RWO
SPDR INDEX SHS FDS
+$138
126
+1%
增持
XRX
XEROX HOLDINGS CORP
-$111
33
+3%
减持
SPTL
SPDR SER TR
+$107
443
-3%
清仓
—
NIKOLA CORP
-$73
0
-100%
减持
TIPX
SPDR SER TR
+$44
89
-1%
增持
DRSK
ETF SER SOLUTIONS
-$15
13,813
+1%
增持
EVX
VANECK ETF TRUST
+$11
10
+400%
建仓
—
JOHNSON CTLS INTL PLC
+$0
0
建仓
VTRS
VIATRIS INC
+$0
0
