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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
25Q4 调仓
2025-06-30 → 2025-12-31 · 共 150 项
建仓 27
增持 39
减持 59
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$4.4M
43,874
减持
PTLC
PACER FDS TR
-$3.1M
25
-100%
减持
OKE
ONEOK INC NEW
-$2.6M
1,531
-95%
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
TLT
ISHARES TR
-$2.5M
198
-99%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
5,356
+2132%
减持
ITW
ILLINOIS TOOL WKS INC
-$2.3M
537
-95%
增持
UPRO
PROSHARES TR
+$2.3M
19,836
+4589%
增持
XLI
SELECT SECTOR SPDR TR
+$1.8M
11,534
+14318%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.7M
16,664
+442%
建仓
TJX
TJX COS INC NEW
+$1.7M
10,867
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
7,639
+7616%
减持
IRM
IRON MTN INC DEL
-$1.6M
824
-95%
增持
IYF
ISHARES TR
+$1.5M
15,071
+354%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.5M
15,357
增持
QQQ
INVESCO QQQ TR
+$1.5M
12,902
+11%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.5M
8,217
减持
HON
HONEYWELL INTL INC
-$1.5M
281
-96%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
19,585
+26729%
增持
DUK
DUKE ENERGY CORP NEW
+$1.4M
12,446
+1749%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.4M
5,420
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
2,884
+1459%
减持
AAPL
APPLE INC
+$1.3M
22,796
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3M
158
-95%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.3M
157
-94%
减持
CPRT
COPART INC
-$1.3M
3,010
-89%
清仓
ABT
ABBOTT LABS
-$1.2M
0
-100%
清仓
FDX
FEDEX CORP
-$1.2M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.2M
79
-99%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2M
20,893
-1%
清仓
MCK
MCKESSON CORP
-$1.1M
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
5,741
+326%
增持
ABBV
ABBVIE INC
+$1.0M
6,281
+179%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$970.1K
54,777
增持
ROPE
EA SERIES TRUST
+$857.4K
73,394
+64%
增持
IWM
ISHARES TR
+$806.6K
15,574
+11%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$764.0K
10,673
-29%
减持
SCHD
SCHWAB STRATEGIC TR
-$636.7K
2,481
-91%
增持
LLY
ELI LILLY & CO
+$553.1K
1,842
+1%
减持
WMT
WALMART INC
-$535.7K
1,444
-80%
清仓
DOW
DOW INC
-$535.2K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$530.5K
488
-92%
建仓
XSD
SPDR SERIES TRUST
+$495.9K
1,542
减持
STT
STATE STR CORP
-$481.5K
1,123
-81%
减持
VZ
VERIZON COMMUNICATIONS INC
-$475.9K
5,111
-68%
减持
JNJ
JOHNSON & JOHNSON
-$471.9K
244
-93%
建仓
VDE
VANGUARD WORLD FD
+$462.3K
3,671
减持
KMI
KINDER MORGAN INC DEL
-$452.5K
272
-98%
减持
HR
HEALTHCARE RLTY TR
-$447.7K
521
-98%
减持
SBUX
STARBUCKS CORP
-$442.4K
89
-98%
减持
ALLY
ALLY FINL INC
-$427.5K
816
-93%
减持
NVS
NOVARTIS AG
-$426.2K
66
-98%
减持
V
VISA INC
-$421.8K
330
-78%
减持
VYM
VANGUARD WHITEHALL FDS
-$414.6K
3
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$414.1K
45
-99%
减持
PG
PROCTER AND GAMBLE CO
-$407.4K
571
-81%
减持
HSY
HERSHEY CO
-$404.1K
333
-88%
建仓
SPYI
NEOS ETF TRUST
+$402.0K
7,653
建仓
QQQI
NEOS ETF TRUST
+$399.2K
7,412
增持
AMZN
AMAZON COM INC
+$397.7K
12,778
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$396.6K
2
-100%
减持
—
EXXON MOBIL CORP
-$396.5K
395
-90%
增持
BAC
BANK AMERICA CORP
+$345.2K
31,619
+7%
减持
CSCO
CISCO SYS INC
-$341.0K
21,621
-25%
清仓
ISRG
INTUITIVE SURGICAL INC
-$335.3K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$313.2K
8,788
-24%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$301.5K
6,170
+3%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$295.0K
150
-98%
增持
GLD
SPDR GOLD TR
+$289.7K
2,530
+8%
清仓
PDT
HANCOCK JOHN PREM DIVID FD
-$283.7K
0
-100%
减持
KO
COCA COLA CO
-$251.7K
3,801
-48%
增持
CVX
CHEVRON CORP NEW
+$240.9K
8,945
+14%
增持
SSO
PROSHARES TR
-$236.9K
18,814
+39%
建仓
TGT
TARGET CORP
+$210.7K
2,156
建仓
SWK
STANLEY BLACK & DECKER INC
+$202.6K
2,727
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$198.6K
0
-100%
建仓
O
REALTY INCOME CORP
+$190.4K
3,378
建仓
MO
ALTRIA GROUP INC
+$188.3K
3,265
增持
ITA
ISHARES TR
+$187.8K
4,624
+8%
增持
VNQ
VANGUARD INDEX FDS
+$187.0K
22,946
+11%
清仓
—
INTERPUBLIC GROUP COS INC
-$185.1K
0
-100%
增持
QLD
PROSHARES TR
+$166.2K
6,508
+162%
增持
MSFT
MICROSOFT CORP
+$159.0K
5,880
+9%
清仓
—
SHARKNINJA INC
-$148.5K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$141.4K
481
-79%
减持
WDAY
WORKDAY INC
-$136.7K
264
-67%
减持
ROKU
ROKU INC
-$134.7K
287
-85%
减持
CORN
TEUCRIUM COMMODITY TR
-$132.6K
3,700
-67%
建仓
MSFU
DIREXION SHS ETF TR
+$131.6K
3,176
减持
AVUV
AMERICAN CENTY ETF TR
-$130.0K
61
-96%
减持
IAT
ISHARES TR
-$126.2K
457
-85%
减持
CAT
CATERPILLAR INC
+$120.8K
717
-4%
清仓
SOXX
ISHARES TR
-$119.3K
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$118.9K
0
-100%
增持
AAPU
DIREXION SHS ETF TR
+$116.4K
4,189
+279%
增持
NVDL
GRANITESHARES ETF TR
+$114.7K
1,545
+412%
增持
DDM
PROSHARES TR
-$110.2K
5,659
+28%
清仓
KR
KROGER CO
-$107.6K
0
-100%
清仓
—
SYNOVUS FINL CORP
-$103.5K
0
-100%
减持
QDPL
PACER FDS TR
+$103.0K
98,389
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$101.2K
43
-96%
建仓
OMC
OMNICOM GROUP INC
+$92.6K
1,147
增持
VCR
VANGUARD WORLD FD
+$89.8K
1,214
+13%
增持
WANT
DIREXION SHS ETF TR
+$85.9K
2,330
+211%
减持
JPM
JPMORGAN CHASE & CO.
-$83.8K
2,253
-19%
增持
XLC
SELECT SECTOR SPDR TR
+$77.6K
4,261
+9%
建仓
TNA
DIREXION SHS ETF TR
+$76.4K
1,677
增持
FCX
FREEPORT-MCMORAN INC
+$71.0K
6,860
+7%
清仓
ARKK
ARK ETF TR
-$70.3K
0
-100%
减持
RH
RH
-$52.5K
71
-79%
减持
DFEN
DIREXION SHS ETF TR
-$52.3K
400
-73%
建仓
PFF
ISHARES TR
+$49.6K
1,602
清仓
OWL
BLUE OWL CAPITAL INC
-$48.0K
0
-100%
增持
NFLX
NETFLIX INC
-$40.2K
1,000
+900%
减持
CL
COLGATE PALMOLIVE CO
-$39.6K
575
-39%
减持
YETI
YETI HLDGS INC
-$38.7K
926
-63%
减持
BBBY
BED BATH & BEYOND INC
-$38.7K
1,544
-77%
减持
VTI
VANGUARD INDEX FDS
+$36.7K
1,705
-3%
减持
PEP
PEPSICO INC
-$35.0K
1,484
-21%
建仓
BND
VANGUARD BD INDEX FDS
+$35.0K
472
增持
AMZU
DIREXION SHS ETF TR
+$33.3K
1,166
+477%
清仓
ON
ON SEMICONDUCTOR CORP
-$31.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$31.0K
2,244
-9%
建仓
VUSB
VANGUARD BD INDEX FDS
+$29.3K
588
增持
AGG
ISHARES TR
+$29.0K
291
+29000%
建仓
NAIL
DBX ETF TR
+$28.6K
577
减持
PM
PHILIP MORRIS INTL INC
-$28.0K
183
-42%
减持
PPL
PPL CORP
-$27.3K
360
-69%
增持
TQQQ
PROSHARES TR
-$26.0K
3,686
+39%
建仓
BRKU
DIREXION SHS ETF TR
+$25.4K
1,020
清仓
USNA
USANA HEALTH SCIENCES INC
-$24.4K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$20.9K
490
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$18.0K
1,296
+3%
增持
SPYM
SPDR SERIES TRUST
+$17.0K
1,611
+4%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$15.6K
1,270
-1%
减持
HD
HOME DEPOT INC
-$14.9K
320
-6%
增持
SPAB
SPDR SERIES TRUST
+$14.7K
2,583
+28%
减持
MRVL
MARVELL TECHNOLOGY INC
-$13.7K
750
-25%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$13.5K
0
-100%
清仓
—
PROSHARES TR
-$13.1K
0
-100%
建仓
GOOGL
ALPHABET INC
+$12.8K
41
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$12.8K
264
清仓
NET
CLOUDFLARE INC
-$12.7K
0
-100%
清仓
ZS
ZSCALER INC
-$12.6K
0
-100%
清仓
NOW
SERVICENOW INC
-$12.3K
0
-100%
建仓
HRTS
TEMA ETF TRUST
+$12.2K
345
清仓
BWXT
BWX TECHNOLOGIES INC
-$11.5K
0
-100%
建仓
AVGO
BROADCOM INC
+$11.4K
33
清仓
PWR
QUANTA SVCS INC
-$11.3K
0
-100%
清仓
RTX
RTX CORPORATION
-$11.0K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$10.7K
99,361
-1%
