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Howard Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Howard Wealth Management, LLC

报告期 2026-03-31 · CIK 0001766286

持仓数

142

前50大市值合计

$192.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$16.7M

112,660

8.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$15.6M

35,794

8.1%

AAPL APPLE INC

COM

$9.0M

35,465

4.7%

VB VANGUARD INDEX FDS

SMALL CP ETF

$8.3M

31,865

4.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$5.7M

26,607

3.0%

BSCQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB

$5.7M

289,707

2.9%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$5.7M

288,096

2.9%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$5.5M

269,076

2.9%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$5.3M

283,986

2.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$5.0M

34,140

2.6%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$4.8M

34,747

2.5%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$4.5M

88,858

2.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.5M

7,449

2.3%

IVV ISHARES TR

CORE S&P500 ETF

$4.5M

6,813

2.3%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$4.4M

191,104

2.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.3M

6,646

2.3%

BSCU INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP

$4.3M

254,823

2.2%

BSJR INVESCO EXCH TRD SLF IDX FD

BULETSHS 2027

$4.2M

186,901

2.2%

BSJS INVESCO EXCH TRD SLF IDX FD

INVSCO 28 HYCORP

$4.0M

184,719

2.1%

BSJT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029 HG

$3.9M

185,057

2.0%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$3.8M

50,913

2.0%

BSJU INVESCO EXCH TRD SLF IDX FD

BULLETSHS 2030

$3.7M

143,898

1.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$3.5M

30,918

1.8%

GOOGL ALPHABET INC

CAP STK CL A

$3.2M

11,208

1.7%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$3.2M

43,369

1.7%

FLDR FIDELITY MERRIMACK STR TR

LOW DURTIN ETF

$3.1M

62,484

1.6%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$3.0M

59,045

1.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.9M

15,021

1.5%

FLTR VANECK ETF TRUST

IG FLOATING RATE

$2.6M

100,864

1.3%

AMZN AMAZON COM INC

COM

$2.6M

12,320

1.3%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$2.5M

32,601

1.3%

VRP INVESCO EXCH TRADED FD TR II

VAR RATE PFD

$2.4M

99,417

1.2%

GOOG ALPHABET INC

CAP STK CL C

$2.3M

7,916

1.2%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$2.2M

7,491

1.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.2M

6,760

1.1%

CWB SPDR SERIES TRUST

STATE STREET SPD

$2.1M

23,223

1.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.1M

3,601

1.1%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$1.6M

36,043

0.9%

AMD ADVANCED MICRO DEVICES INC

COM

$1.6M

8,044

0.9%

PFXF VANECK ETF TRUST

PREFERRED SECURT

$1.6M

88,386

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$1.5M

1,538

0.8%

MSFT MICROSOFT CORP

COM

$1.5M

4,120

0.8%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$1.5M

26,377

0.8%

BIZD VANECK ETF TRUST

BDC INCOME ETF

$1.5M

114,849

0.8%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$1.5M

5,383

0.8%

IOO ISHARES TR

GLOBAL 100 ETF

$1.5M

12,076

0.8%

ITA ISHARES TR

US AER DEF ETF

$1.4M

6,409

0.7%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$1.3M

14,119

0.7%

SDY SPDR SERIES TRUST

STATE STREET SPD

$1.2M

8,563

0.7%

JPM JPMORGAN CHASE & CO

COM

$1.2M

4,214

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

VYM8.7%VUG8.1%AAPL4.7%VB4.3%VIG3.0%BSCQ2.9%