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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 37
增持 41
减持 48
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.7M
100,231
减持
SPY
SPDR S&P 500 ETF TR
-$4.2M
21,173
-31%
建仓
QDPL
PACER FDS TR
+$4.1M
103,309
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。
减持
ADME
ETF SER SOLUTIONS
-$3.6M
1,289
-98%
建仓
PTLC
PACER FDS TR
+$3.1M
61,798
清仓
PFF
ISHARES TR
-$3.1M
0
-100%
增持
IWM
ISHARES TR
+$3.0M
14,028
+127427%
清仓
BND
VANGUARD BD INDEX FDS
-$2.6M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$2.3M
1,495
-95%
减持
UPRO
PROSHARES TR
-$1.6M
423
-98%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.5M
6,019
增持
QQQ
INVESCO QQQ TR
+$1.4M
11,587
+10%
增持
CSCO
CISCO SYS INC
+$1.4M
28,920
+206%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
1,045
-92%
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.4M
2,727
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
2,950
+1767%
建仓
FDX
FEDEX CORP
+$1.2M
5,375
建仓
MCK
MCKESSON CORP
+$1.1M
1,548
增持
ABT
ABBOTT LABS
+$1.1M
9,016
+1142%
减持
OKE
ONEOK INC NEW
-$932.5K
33,172
-10%
减持
RH
RH
-$901.6K
345
-92%
增持
SCHD
SCHWAB STRATEGIC TR
+$703.7K
26,593
+73769%
增持
ITA
ISHARES TR
+$649.4K
4,267
+320%
减持
MSFT
MICROSOFT CORP
+$605.4K
5,397
-3%
增持
AMZN
AMAZON COM INC
+$582.2K
11,631
+12%
减持
JNJ
JOHNSON & JOHNSON
-$485.4K
3,420
-44%
减持
VV
VANGUARD INDEX FDS
-$465.9K
1
-100%
建仓
ALLY
ALLY FINL INC
+$464.5K
11,925
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$436.8K
15,072
-26%
建仓
NVS
NOVARTIS AG
+$435.3K
3,597
减持
SJM
SMUCKER J M CO
-$431.6K
90
-98%
建仓
GIAX
TIDAL TR II
+$427.5K
24,137
建仓
ABBV
ABBVIE INC
+$417.6K
2,250
增持
IYF
ISHARES TR
+$399.7K
3,323
+15724%
增持
VCR
VANGUARD WORLD FD
+$386.5K
1,072
+17767%
减持
CL
COLGATE PALMOLIVE CO
-$384.7K
936
-81%
清仓
DRSK
ETF SER SOLUTIONS
-$376.7K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$355.3K
91
-98%
增持
TLT
ISHARES TR
+$315.9K
28,809
+18%
减持
EIX
EDISON INTL
-$297.5K
137
-97%
增持
NVDA
NVIDIA CORPORATION
+$284.0K
2,453
+157%
减持
VNQ
VANGUARD INDEX FDS
-$213.9K
20,699
-9%
减持
GLD
SPDR GOLD TR
-$209.3K
2,339
-27%
增持
TQQQ
PROSHARES TR
+$208.2K
2,655
+1146%
增持
VZ
VERIZON COMMUNICATIONS INC
+$205.4K
15,809
+50%
增持
ITW
ILLINOIS TOOL WKS INC
+$199.5K
10,030
+9%
增持
CPRT
COPART INC
-$172.0K
28,353
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$171.6K
11,520
+2%
减持
SSO
PROSHARES TR
+$153.4K
13,576
-4%
增持
HON
HONEYWELL INTL INC
+$145.7K
6,704
+0%
减持
BAC
BANK AMERICA CORP
+$142.9K
29,456
-2%
建仓
AEM
AGNICO EAGLE MINES LTD
+$118.9K
1,000
增持
AAPL
APPLE INC
+$110.2K
23,733
+11%
减持
VYM
VANGUARD WHITEHALL FDS
-$108.5K
3,113
-23%
建仓
KR
KROGER CO
+$107.6K
1,500
减持
DUK
DUKE ENERGY CORP NEW
-$105.7K
673
-56%
减持
V
VISA INC
-$101.3K
1,514
-17%
减持
PM
PHILIP MORRIS INTL INC
-$98.5K
315
-68%
减持
JPM
JPMORGAN CHASE & CO.
+$98.1K
2,793
-4%
减持
STT
STATE STR CORP
+$79.0K
5,890
-4%
增持
QLD
PROSHARES TR
+$78.9K
2,481
+3%
减持
PPL
PPL CORP
-$75.6K
1,178
-63%
减持
—
INTERPUBLIC GROUP COS INC
-$71.2K
7,560
-20%
减持
KMI
KINDER MORGAN INC DEL
-$64.1K
15,644
-15%
减持
IRM
IRON MTN INC DEL
-$62.3K
16,191
-19%
清仓
—
CRH PLC
-$61.6K
0
-100%
增持
DOW
DOW INC
+$58.6K
20,211
+48%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$58.2K
1,349
-13%
增持
AMT
AMERICAN TOWER CORP NEW
+$57.7K
5,484
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$52.6K
2,945
-4%
增持
HR
HEALTHCARE RLTY TR
+$47.3K
28,782
+19%
减持
DDM
PROSHARES TR
-$46.4K
4,407
-16%
减持
SBUX
STARBUCKS CORP
-$45.3K
4,910
-3%
清仓
PCG
PG&E CORP
-$38.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$38.4K
7,881
+13%
增持
ISRG
INTUITIVE SURGICAL INC
+$38.1K
617
+3%
减持
WMT
WALMART INC
-$35.4K
7,124
-15%
增持
KMB
KIMBERLY-CLARK CORP
-$35.4K
3,247
+2%
减持
CAT
CATERPILLAR INC
+$33.7K
747
-4%
增持
ROPE
EA SERIES TRUST
+$33.3K
44,646
+2%
减持
XLC
SELECT SECTOR SPDR TR
+$33.2K
3,907
-4%
减持
VTI
VANGUARD INDEX FDS
+$32.8K
1,760
-4%
增持
HSY
HERSHEY CO
+$32.5K
2,800
+11%
清仓
MGK
VANGUARD WORLD FD
-$32.1K
0
-100%
减持
ROKU
ROKU INC
+$32.1K
1,887
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$31.5K
6,294
-7%
增持
SPYM
SPDR SERIES TRUST
+$28.8K
1,544
+22%
减持
—
EATON CORP PLC
+$28.1K
387
-4%
清仓
XSD
SPDR SER TR
-$26.3K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$26.0K
2,281
+4%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$25.3K
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$24.9K
0
-100%
建仓
AAPU
DIREXION SHS ETF TR
+$24.2K
1,104
清仓
SLV
ISHARES SILVER TR
-$23.2K
0
-100%
增持
LLY
ELI LILLY & CO
-$21.3K
1,830
+4%
建仓
NVDL
GRANITESHARES ETF TR
+$21.3K
302
清仓
VO
VANGUARD INDEX FDS
-$21.2K
0
-100%
建仓
IJR
ISHARES TR
+$19.5K
178
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$18.7K
1,264
-6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$17.1K
6,355
-0%
减持
YETI
YETI HLDGS INC
-$16.4K
2,526
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$15.1K
80
-51%
减持
—
DUPONT DE NEMOURS INC
-$14.9K
1
-100%
减持
DFEN
DIREXION SHS ETF TR
-$14.3K
1,500
-50%
清仓
VGT
VANGUARD WORLD FD
-$14.1K
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$13.9K
3,075
+3%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$13.5K
275
增持
AMD
ADVANCED MICRO DEVICES INC
+$13.1K
99
+1000%
增持
SPDW
SPDR INDEX SHS FDS
+$12.7K
1,382
+16%
建仓
NET
CLOUDFLARE INC
+$12.7K
65
建仓
ZS
ZSCALER INC
+$12.6K
40
建仓
NOW
SERVICENOW INC
+$12.3K
12
建仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$12.0K
200
建仓
XLI
SELECT SECTOR SPDR TR
+$11.8K
80
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$11.6K
85
建仓
BWXT
BWX TECHNOLOGIES INC
+$11.5K
80
建仓
PWR
QUANTA SVCS INC
+$11.3K
30
清仓
EMR
EMERSON ELEC CO
-$11.0K
0
-100%
建仓
RTX
RTX CORPORATION
+$11.0K
75
增持
PG
PROCTER AND GAMBLE CO
-$10.7K
3,071
+5%
建仓
GOOG
ALPHABET INC
+$10.6K
60
建仓
POWL
POWELL INDS INC
+$10.5K
50
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$10.2K
20
建仓
XYL
XYLEM INC
+$9.7K
75
清仓
GE
GE AEROSPACE
-$9.6K
0
-100%
建仓
CRM
SALESFORCE INC
+$9.5K
35
清仓
LVHD
LEGG MASON ETF INVT
-$9.3K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$9.0K
0
-100%
清仓
EQX
EQUINOX GOLD CORP
-$8.7K
0
-100%
建仓
FTNT
FORTINET INC
+$8.5K
80
增持
—
JOHNSON CTLS INTL PLC
+$8.4K
80
增持
SPAB
SPDR SERIES TRUST
+$8.3K
2,024
+19%
清仓
ETB
EATON VANCE TAX MNGED BUY WR
-$8.1K
0
-100%
增持
PEP
PEPSICO INC
-$8.0K
1,878
+10%
减持
TSLA
TESLA INC
+$7.8K
169
-5%
建仓
AMZU
DIREXION SHS ETF TR
+$7.4K
202
建仓
COP
CONOCOPHILLIPS
+$7.2K
80
减持
BBBY
BEYOND INC
+$7.1K
6,844
-1%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$7.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$6.9K
102
+5000%
建仓
UGI
UGI CORP NEW
+$6.7K
185
建仓
BKR
BAKER HUGHES COMPANY
+$6.5K
170
清仓
HASI
HA SUSTAINABLE INFRA CAP INC
-$6.3K
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$5.8K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$5.8K
655
+16%
清仓
NEE
NEXTERA ENERGY INC
-$5.7K
0
-100%
增持
—
CARNIVAL CORP
+$5.4K
400
+33%
建仓
BTU
PEABODY ENERGY CORP
+$5.4K
400
清仓
ET
ENERGY TRANSFER L P
-$5.4K
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$5.3K
0
-100%
