本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Harvest Investment Services, LLC (CIK 1591097) reported $646.9M across 383 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LMBS ($44.9M, 6.94%), VSAT ($15.5M, 2.40%), GLD ($14.7M, 2.28%), SLV ($11.7M, 1.81%), WDC ($10.8M, 1.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LMBS | FIRST TR EXCHANGE-TRADED FD | $44.9M | 6.94% | 902,106 | Added |
| 2 | VSAT | VIASAT INC | $15.5M | 2.40% | 172,884 | Added |
| 3 | GLD | SPDR GOLD TR | $14.7M | 2.28% | 39,950 | Trimmed |
| 4 | SLV | ISHARES SILVER TR | $11.7M | 1.81% | 219,155 | Added |
| 5 | WDC | WESTERN DIGITAL CORP | $10.8M | 1.67% | 16,956 | Trimmed |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $10.6M | 1.64% | 130,811 | Added |
| 7 | SSRM | SSR MINING IN | $9.8M | 1.52% | 348,153 | Trimmed |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | $9.7M | 1.51% | 163,016 | Added |
| 9 | HWM | HOWMET AEROSPACE INC | $9.1M | 1.41% | 33,905 | Trimmed |
| 10 | AER | AERCAP HOLDINGS NV | $8.8M | 1.36% | 60,510 | Trimmed |
| 11 | LINC | LINCOLN EDL SVCS CORP | $7.6M | 1.17% | 152,011 | Trimmed |
| 12 | LITE | LUMENTUM HLDGS INC | $7.6M | 1.17% | 8,826 | Added |
| 13 | CASY | CASEYS GEN STORES INC | $7.2M | 1.11% | 9,035 | Added |
| 14 | SNEX | STONEX GROUP INC | $6.7M | 1.04% | 56,938 | Added |
| 15 | TTMI | TTM TECHNOLOGIES INC | $6.6M | 1.03% | 35,498 | Added |
| 16 | FDL | FIRST TR EXCHANGE-TRADED FD | $6.6M | 1.02% | 136,135 | Added |
| 17 | QQQ | INVESCO QQQ TR | $6.5M | 1.01% | 8,829 | Trimmed |
| 18 | COKE | COCA COLA CONS INC | $6.3M | 0.98% | 33,144 | Added |
| 19 | CELC | CELCUITY INC | $6.3M | 0.97% | 59,747 | Added |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $6.1M | 0.95% | 52,408 | Trimmed |
| 21 | LAUR | LAUREATE ED INC | $6.1M | 0.94% | 168,139 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $6.1M | 0.94% | 30,246 | Trimmed |
| 23 | SPNT | SIRIUSPOINT LTD | $5.6M | 0.87% | 234,415 | Added |
| 24 | AAPL | APPLE INC | $5.2M | 0.80% | 17,799 | Trimmed |
| 25 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5.2M | 0.80% | 104,143 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30