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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
增持 33
减持 19
清仓 98
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$1.6M
28,166
-36%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$1.5M
0
-100%
增持
IYF
ISHARES U.S. FINANCIALS ETF
+$1.3M
27,682
+84%
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
MSFT
MICROSOFT CORP COM
-$582.9K
6,107
+4%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$582.0K
8,989
-16%
增持
CVX
CHEVRON CORPORATION COM
+$520.0K
9,132
+2%
减持
PDI
PIMCO DYNAMIC INCOME FD SHS
-$409.3K
32,774
-40%
增持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$403.0K
8,268
+5412%
清仓
QQQI
NEOS ETF TRUST
-$399.2K
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$397.0K
15,159
+511%
减持
UPRO
PROSHARES ULTRAPRO S&P500
-$386.4K
19,693
-1%
增持
AAPL
APPLE INC COM
-$335.3K
23,098
+1%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$309.3K
6,144
-0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$297.5K
16,658
+7%
增持
LLY
ELI LILLY & CO COM
-$267.9K
1,861
+1%
清仓
IVT
INVENTRUST PPTYS CORP
-$263.0K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC COM
-$241.1K
7,937
-3%
增持
AMZN
AMAZON COM INC COM
-$224.6K
13,083
+2%
清仓
TGT
TARGET CORP
-$210.7K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$202.6K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$194.8K
12,629
+1%
清仓
TQQQ
PROSHARES TR
-$194.3K
0
-100%
增持
QDPL
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
-$190.9K
99,371
+1%
清仓
O
REALTY INCOME CORP
-$190.4K
0
-100%
增持
ROPE
COASTAL COMPASS 100 ETF
+$184.5K
76,926
+5%
增持
CBOE
CBOE GLOBAL MKTS INC COM
+$183.8K
5,494
+1%
增持
BAC
BANK OF AMER CORP COM
-$179.7K
31,987
+1%
减持
SPYI
NEOS S&P 500 HIGH INCOME ETF
-$177.1K
4,556
-40%
增持
GLD
SPDR GOLD SHARES
+$170.7K
2,727
+8%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$166.2K
13,444
+4%
清仓
ORCL
ORACLE CORP
-$164.5K
0
-100%
清仓
WMT
WALMART INC
-$160.9K
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$152.2K
17,098
+3%
减持
VDE
VANGUARD ENERGY ETF
+$147.5K
3,524
-4%
清仓
STT
STATE STR CORP
-$144.9K
0
-100%
清仓
AAPU
DIREXION SHS ETF TR
-$140.7K
0
-100%
减持
SSO
PROSHARES ULTRA S&P 500
-$139.1K
18,323
-3%
清仓
NVDL
GRANITESHARES ETF TR
-$136.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$132.3K
0
-100%
清仓
MSFU
DIREXION SHS ETF TR
-$131.6K
0
-100%
增持
VUG
VANGUARD GROWTH ETF
-$130.7K
5,683
+6%
清仓
SPYM
SPDR SERIES TRUST
-$129.2K
0
-100%
清仓
—
EATON CORP PLC
-$123.3K
0
-100%
清仓
CPRT
COPART INC
-$117.8K
0
-100%
清仓
WANT
DIREXION SHS ETF TR
-$117.0K
0
-100%
清仓
V
VISA INC
-$115.7K
0
-100%
清仓
OKE
ONEOK INC NEW
-$112.5K
0
-100%
增持
SPY
STATE STREET SPDR S&P 500 ETF
-$112.2K
21,735
+4%
清仓
BLK
BLACKROCK INC
-$110.2K
0
-100%
清仓
HD
HOME DEPOT INC
-$110.1K
0
-100%
增持
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
+$109.4K
11,739
+2%
清仓
NFLX
NETFLIX INC
-$93.8K
0
-100%
清仓
OMC
OMNICOM GROUP INC
-$92.6K
0
-100%
增持
TJX
TJX COS INC NEW COM
+$90.8K
11,021
+1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$90.7K
20,337
+4%
减持
QLD
PROSHARES ULTRA QQQ
-$90.3K
6,032
-7%
清仓
NOC
NORTHROP GRUMMAN CORP
-$89.5K
0
-100%
减持
CAT
CATERPILLAR INC COM
+$84.5K
699
-3%
清仓
PG
PROCTER AND GAMBLE CO
-$81.8K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$76.4K
0
-100%
清仓
TNA
DIREXION SHS ETF TR
-$76.4K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$76.2K
0
-100%
清仓
TSLA
TESLA INC
-$76.0K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$73.7K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$68.4K
23,663
+3%
清仓
IRM
IRON MTN INC DEL
-$68.4K
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$68.0K
1,570
-8%
减持
JPM
JPMORGAN CHASE & CO COM
-$67.6K
2,238
-1%
清仓
SPAB
SPDR SERIES TRUST
-$66.5K
0
-100%
清仓
ADME
ETF SER SOLUTIONS
-$65.6K
0
-100%
清仓
CORN
TEUCRIUM COMMODITY TR
-$65.6K
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$64.9K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$63.7K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$63.1K
0
-100%
清仓
HSY
HERSHEY CO
-$60.6K
0
-100%
清仓
WDAY
WORKDAY INC
-$56.7K
0
-100%
增持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$56.2K
1,434
+11%
清仓
NDAQ
NASDAQ INC
-$55.9K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$54.8K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
-$54.4K
15,747
+3%
增持
GIAX
NICHOLAS GLOBAL EQUITY AND INCOME ETF
-$54.3K
27,002
+2%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$54.1K
7,776
+2%
减持
DDM
PROSHARES ULTRA DOW30
-$53.7K
5,150
-9%
清仓
JNJ
JOHNSON & JOHNSON
-$50.5K
0
-100%
清仓
PFF
ISHARES TR
-$49.6K
0
-100%
清仓
—
EXXON MOBIL CORP
-$47.5K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$45.4K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$41.8K
0
-100%
清仓
META
META PLATFORMS INC
-$41.6K
0
-100%
清仓
YETI
YETI HLDGS INC
-$40.9K
0
-100%
清仓
AMZU
DIREXION SHS ETF TR
-$40.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$37.9K
2,946
+2%
清仓
ALLY
ALLY FINL INC
-$37.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$36.9K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$35.0K
0
-100%
增持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
-$34.5K
1,236
+2%
清仓
SPEM
SPDR INDEX SHS FDS
-$31.9K
0
-100%
清仓
MRK
MERCK & CO INC
-$31.8K
0
-100%
清仓
SO
SOUTHERN CO
-$31.7K
0
-100%
清仓
YUM
YUM BRANDS INC
-$31.3K
0
-100%
清仓
ROKU
ROKU INC
-$31.2K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$29.4K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$29.3K
0
-100%
清仓
AGG
ISHARES TR
-$29.1K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$28.9K
21,837
+1%
清仓
NAIL
DBX ETF TR
-$28.6K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$28.1K
0
-100%
增持
ABBV
ABBVIE INC COM
-$28.0K
6,470
+3%
清仓
DNP
DNP SELECT INCOME FD INC
-$27.8K
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$25.6K
100,794
+1%
清仓
DFEN
DIREXION SHS ETF TR
-$25.6K
0
-100%
清仓
T
AT&T INC
-$25.5K
0
-100%
清仓
BRKU
DIREXION SHS ETF TR
-$25.4K
0
-100%
清仓
IAT
ISHARES TR
-$25.2K
0
-100%
清仓
PBA
PEMBINA PIPELINE CORP
-$23.6K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$22.1K
0
-100%
增持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
-$22.1K
4,325
+2%
清仓
XLU
SELECT SECTOR SPDR TR
-$20.9K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$19.2K
0
-100%
减持
MO
ALTRIA GROUP INC COM
+$18.8K
3,137
-4%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$17.7K
8,730
-1%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$17.7K
4,619
-0%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$17.6K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$17.3K
0
-100%
清仓
TLT
ISHARES TR
-$17.3K
0
-100%
清仓
SPTL
SPDR SERIES TRUST
-$16.8K
0
-100%
减持
PEP
PEPSICO INC COM
+$15.9K
1,474
-1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$15.1K
0
-100%
清仓
SIL
GLOBAL X FDS
-$14.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$14.1K
0
-100%
清仓
MSTR
STRATEGY INC
-$14.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$13.9K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$13.9K
0
-100%
清仓
SPMD
SPDR SERIES TRUST
-$13.5K
0
-100%
清仓
SPSM
SPDR SERIES TRUST
-$13.4K
0
-100%
清仓
GOOGL
ALPHABET INC
-$12.8K
0
-100%
清仓
SOLS
SOLSTICE ADVANCED MATLS INC
-$12.8K
0
-100%
清仓
RH
RH
-$12.7K
0
-100%
清仓
PPL
PPL CORP
-$12.6K
0
-100%
清仓
—
CARNIVAL CORP
-$12.2K
0
-100%
清仓
HRTS
TEMA ETF TRUST
-$12.2K
0
-100%
清仓
IJR
ISHARES TR
-$12.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$11.4K
0
-100%
清仓
E
ENI S P A
-$11.4K
0
-100%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$11.3K
0
-100%
清仓
GWX
SPDR INDEX SHS FDS
-$11.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$11.2K
4,369
-15%
清仓
BOTZ
GLOBAL X FDS
-$10.6K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$10.2K
0
-100%
清仓
NFXL
DIREXION SHS ETF TR
-$10.0K
0
-100%
