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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
$192.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 113 项
建仓 10
增持 54
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.8M
114,660
+95%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
36,702
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
32,810
-1%
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。
建仓
FLDR
FIDELITY MERRIMACK STR TR
+$985.2K
19,677
建仓
JAAA
JANUS DETROIT STR TR
+$885.3K
17,445
减持
AAPL
APPLE INC
-$662.4K
34,935
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$638.5K
105,789
+1%
减持
IVW
ISHARES TR
+$574.8K
33,545
-0%
清仓
CRM
SALESFORCE INC
-$514.6K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$499.3K
32,288
+0%
增持
VOO
VANGUARD INDEX FDS
+$411.3K
7,258
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$407.8K
36,461
-1%
减持
MSFT
MICROSOFT CORP
+$405.4K
3,470
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$372.9K
6,548
-0%
增持
NVDA
NVIDIA CORPORATION
+$349.7K
6,726
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$327.5K
8,034
+2%
增持
BIZD
VANECK ETF TRUST
+$319.9K
100,873
+28%
增持
NFLX
NETFLIX INC
+$318.6K
779
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$314.8K
31,142
+6%
增持
FLTR
VANECK ETF TRUST
+$296.4K
75,555
+18%
减持
META
META PLATFORMS INC
+$289.3K
1,842
-1%
建仓
VRIG
INVESCO ACTIVELY MANAGED EXC
+$269.9K
10,776
建仓
APH
AMPHENOL CORP NEW
+$266.1K
2,695
增持
VV
VANGUARD INDEX FDS
+$265.6K
8,332
+1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$257.5K
0
-100%
减持
AMZN
AMAZON COM INC
+$234.1K
8,795
-1%
减持
ITA
ISHARES TR
+$223.3K
6,802
-2%
建仓
TXN
TEXAS INSTRS INC
+$221.5K
1,067
增持
VRP
INVESCO EXCH TRADED FD TR II
+$221.0K
81,496
+12%
建仓
HYG
ISHARES TR
+$219.2K
2,718
清仓
CVX
CHEVRON CORP NEW
-$217.0K
0
-100%
建仓
SPHY
SPDR SERIES TRUST
+$216.1K
9,082
建仓
XLF
SELECT SECTOR SPDR TR
+$210.2K
4,013
减持
IVV
ISHARES TR
+$209.5K
4,856
-3%
增持
VXUS
VANGUARD STAR FDS
+$206.7K
28,634
+0%
建仓
CW
CURTISS WRIGHT CORP
+$205.2K
420
建仓
MINT
PIMCO ETF TR
+$202.9K
2,018
清仓
VTEB
VANGUARD MUN BD FDS
-$202.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$188.4K
7,354
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$175.0K
22,852
+16%
减持
QQQ
INVESCO QQQ TR
+$162.0K
2,038
-1%
减持
GOOGL
ALPHABET INC
+$161.7K
7,906
-1%
增持
CWB
SPDR SERIES TRUST
+$159.4K
23,861
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$158.1K
3,730
-1%
增持
GOOG
ALPHABET INC
+$144.4K
6,822
+0%
减持
VGT
VANGUARD WORLD FD
+$125.2K
1,080
-1%
减持
IOO
ISHARES TR
+$119.8K
12,786
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$117.1K
26,864
+1%
减持
IWF
ISHARES TR
+$115.1K
1,870
-0%
减持
VHT
VANGUARD WORLD FD
-$105.2K
5,634
-1%
减持
PFF
ISHARES TR
-$104.2K
61,128
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$103.8K
27,927
-3%
增持
SJNK
SPDR SERIES TRUST
+$98.0K
44,983
+8%
增持
HYS
PIMCO ETF TR
+$84.5K
8,460
+10%
增持
VTV
VANGUARD INDEX FDS
+$76.4K
15,701
+1%
增持
SHYG
ISHARES TR
+$71.5K
7,050
+29%
减持
MRK
MERCK & CO INC
-$62.0K
4,228
-4%
减持
PFXF
VANECK ETF TRUST
-$52.8K
88,948
-5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$52.2K
228,313
+0%
增持
EFA
ISHARES TR
+$49.7K
6,357
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.2K
778
-3%
减持
VFH
VANGUARD WORLD FD
+$49.0K
6,701
-0%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$48.9K
14,786
+16%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$48.3K
99,459
+1%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$48.3K
14,685
+16%
增持
—
EXXON MOBIL CORP
-$48.2K
4,697
+1%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$47.7K
14,690
+16%
减持
ABBV
ABBVIE INC
-$46.6K
1,774
-1%
增持
V
VISA INC
+$45.0K
6,062
+1%
增持
JNJ
JOHNSON & JOHNSON
-$43.8K
3,433
+0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$40.3K
202,475
+0%
增持
SPTM
SPDR SERIES TRUST
+$39.0K
5,670
+0%
减持
LLY
ELI LILLY & CO
-$38.2K
656
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.6K
811
+0%
减持
IJH
ISHARES TR
+$36.7K
10,281
-0%
增持
AMLP
ALPS ETF TR
-$36.6K
14,526
+1%
增持
QYLD
GLOBAL X FDS
+$35.7K
31,840
+7%
增持
XYLD
GLOBAL X FDS
+$34.8K
13,257
+9%
减持
VNQ
VANGUARD INDEX FDS
-$34.1K
14,056
-1%
减持
IWB
ISHARES TR
+$31.4K
977
-0%
减持
VDE
VANGUARD WORLD FD
-$31.3K
1,798
-5%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$30.2K
246,496
+0%
减持
VO
VANGUARD INDEX FDS
+$29.8K
1,905
-2%
减持
MCD
MCDONALDS CORP
-$29.3K
1,194
-1%
减持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$28.9K
97,735
-1%
减持
VXF
VANGUARD INDEX FDS
+$26.8K
6,254
-9%
减持
WDFC
WD 40 CO
-$25.6K
1,225
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$25.0K
1,587
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$22.1K
109,015
+1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$20.1K
244,051
+0%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$20.0K
99,520
+0%
增持
BND
VANGUARD BD INDEX FDS
+$18.7K
41,319
+0%
增持
PG
PROCTER AND GAMBLE CO
-$18.0K
1,929
+1%
增持
IJR
ISHARES TR
+$16.6K
3,481
+0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$16.4K
12,929
+5%
减持
AOR
ISHARES TR
+$15.3K
4,255
-1%
增持
PFFV
GLOBAL X FDS
+$14.8K
14,227
+9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$13.9K
233,353
-0%
减持
BSJT
INVESCO EXCH TRD SLF IDX FD
-$12.4K
92,631
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.4K
2,948
-6%
减持
SDY
SPDR SERIES TRUST
-$12.3K
9,214
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$11.6K
5,821
+0%
减持
HD
HOME DEPOT INC
-$9.6K
1,076
-2%
增持
DUK
DUKE ENERGY CORP NEW
-$8.6K
2,409
+0%
减持
SPYV
SPDR SERIES TRUST
+$7.9K
22,311
-2%
减持
IWM
ISHARES TR
+$7.0K
3,335
-7%
增持
ITB
ISHARES TR
-$5.8K
3,030
+0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.6K
3,902
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$4.3K
578
-5%
增持
MUNI
PIMCO ETF TR
+$4.2K
8,218
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.5K
12,257
+1%
增持
DVY
ISHARES TR
-$2.1K
1,608
+0%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$1.4K
10,642
+1%
