小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 122 项
建仓 13
增持 60
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
32,437
-1%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$1.4M
80,933
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
108,685
+3%
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
AAPL
APPLE INC
+$1.2M
32,696
-6%
减持
VUG
VANGUARD INDEX FDS
+$1.1M
35,850
-2%
建仓
BSJU
INVESCO EXCH TRD SLF IDX FD
+$1.0M
38,785
增持
JAAA
JANUS DETROIT STR TR
+$933.3K
35,812
+105%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$922.5K
38,002
+93%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$832.2K
98,141
-14%
减持
PFF
ISHARES TR
-$766.6K
35,065
-43%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$636.6K
38,251
+23%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$602.2K
124,928
+26%
减持
GOOGL
ALPHABET INC
+$519.8K
7,869
-0%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$518.9K
116,474
+26%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$484.1K
120,596
+21%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$479.5K
119,319
+22%
减持
GOOG
ALPHABET INC
+$448.9K
6,811
-0%
减持
VB
VANGUARD INDEX FDS
+$416.7K
31,729
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$384.5K
34,405
+28%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$364.4K
36,649
+1%
减持
NVDA
NVIDIA CORPORATION
-$352.1K
3,808
-43%
增持
VOO
VANGUARD INDEX FDS
+$348.9K
7,302
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$340.1K
28,063
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$317.2K
6,549
+0%
清仓
PAYC
PAYCOM SOFTWARE INC
-$277.7K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$269.6K
30,601
+7%
增持
IVV
ISHARES TR
+$252.2K
4,881
+1%
建仓
ORCL
ORACLE CORP
+$251.9K
895
减持
DNL
WISDOMTREE TR
-$242.4K
19,363
-24%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$236.0K
258,058
+5%
建仓
PULS
PGIM ETF TR
+$232.6K
4,668
减持
TSLA
TESLA INC
+$230.1K
2,531
-10%
建仓
VUSB
VANGUARD BD INDEX FDS
+$223.6K
4,473
清仓
TXN
TEXAS INSTRS INC
-$221.5K
0
-100%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$220.3K
4,385
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$217.0K
212,827
+5%
建仓
SRE
SEMPRA
+$216.0K
2,400
建仓
ICSH
ISHARES TR
+$212.7K
4,190
建仓
GSST
GOLDMAN SACHS ETF TR
+$211.1K
4,164
增持
FLTR
VANECK ETF TRUST
+$207.7K
83,469
+10%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$206.3K
89,024
+9%
建仓
GE
GE AEROSPACE
+$205.5K
683
清仓
CW
CURTISS WRIGHT CORP
-$205.2K
0
-100%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$204.9K
8,272
建仓
IAU
ISHARES GOLD TR
+$204.6K
2,812
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$201.5K
3,503
增持
CWB
SPDR SERIES TRUST
+$201.0K
24,014
+1%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$194.4K
236,875
+4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$188.5K
252,871
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$184.7K
25,987
+14%
减持
IVW
ISHARES TR
+$183.3K
32,112
-4%
减持
IWF
ISHARES TR
-$174.7K
1,321
-29%
增持
IOO
ISHARES TR
+$169.1K
12,894
+1%
减持
VTI
VANGUARD INDEX FDS
+$154.0K
7,279
-1%
减持
ITA
ISHARES TR
+$139.4K
6,798
-0%
增持
JNJ
JOHNSON & JOHNSON
+$113.3K
3,439
+0%
增持
NFLX
NETFLIX INC
-$105.6K
782
+0%
增持
PFXF
VANECK ETF TRUST
+$101.6K
91,413
+3%
减持
QQQ
INVESCO QQQ TR
+$98.9K
2,037
-0%
增持
SJNK
SPDR SERIES TRUST
+$95.9K
48,517
+8%
减持
VV
VANGUARD INDEX FDS
+$93.2K
8,023
-4%
减持
V
VISA INC
-$93.1K
6,031
-1%
增持
VGT
VANGUARD WORLD FD
+$90.9K
1,081
+0%
减持
VXF
VANGUARD INDEX FDS
+$89.8K
6,186
-1%
减持
EES
WISDOMTREE TR
+$89.8K
19,170
-0%
减持
IWM
ISHARES TR
+$85.9K
3,329
-0%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$85.3K
14,157
+33%
增持
ABBV
ABBVIE INC
+$82.1K
1,776
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$80.5K
3,862
+31%
减持
JPM
JPMORGAN CHASE & CO.
+$76.3K
3,669
-2%
增持
BND
VANGUARD BD INDEX FDS
+$73.9K
41,901
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$70.0K
229,858
-1%
增持
BIZD
VANECK ETF TRUST
+$66.7K
114,383
+13%
减持
VHT
VANGUARD WORLD FD
+$61.5K
5,626
-0%
增持
HYS
PIMCO ETF TR
+$60.9K
9,037
+7%
增持
SHYG
ISHARES TR
+$59.1K
8,388
+19%
增持
XYLD
GLOBAL X FDS
+$51.4K
14,458
+9%
增持
QYLD
GLOBAL X FDS
+$50.4K
34,262
+8%
增持
MUNI
PIMCO ETF TR
+$46.5K
8,962
+9%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$46.5K
12,605
+17%
增持
VNQ
VANGUARD INDEX FDS
+$46.1K
14,196
+1%
增持
HD
HOME DEPOT INC
+$45.8K
1,086
+1%
减持
MSFT
MICROSOFT CORP
+$44.9K
3,418
-1%
增持
ITB
ISHARES TR
+$44.1K
3,042
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$41.4K
4,787
-18%
增持
SPHY
SPDR SERIES TRUST
+$38.4K
10,630
+17%
减持
SDY
SPDR SERIES TRUST
+$35.3K
9,181
-0%
减持
SPYV
SPDR SERIES TRUST
+$34.2K
21,723
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$34.2K
1,581
-0%
增持
IJH
ISHARES TR
+$33.8K
10,289
+0%
减持
IJR
ISHARES TR
+$32.7K
3,476
-0%
增持
VFH
VANGUARD WORLD FD
+$32.5K
6,747
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$29.4K
14,329
+11%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$28.2K
13,247
-1%
减持
PFFV
GLOBAL X FDS
-$27.4K
12,847
-10%
增持
IWB
ISHARES TR
+$26.0K
978
+0%
增持
HYG
ISHARES TR
+$25.5K
3,013
+11%
减持
EFA
ISHARES TR
+$25.3K
6,356
-0%
减持
LLY
ELI LILLY & CO
-$25.0K
637
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$24.8K
585
+1%
增持
AMLP
ALPS ETF TR
+$24.4K
15,642
+8%
减持
VO
VANGUARD INDEX FDS
+$24.1K
1,897
-0%
增持
MINT
PIMCO ETF TR
+$22.3K
2,237
+11%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$20.5K
15,440
+5%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$20.4K
15,541
+5%
减持
MRK
MERCK & CO INC
+$19.3K
4,217
-0%
减持
AMZN
AMAZON COM INC
-$19.1K
8,701
-1%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$18.7K
15,435
+5%
减持
SPTM
SPDR SERIES TRUST
+$18.2K
5,490
-3%
增持
AOR
ISHARES TR
+$15.0K
4,303
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$14.9K
2,417
+0%
减持
META
META PLATFORMS INC
-$14.1K
1,831
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$11.2K
4,074
+4%
减持
VDE
VANGUARD WORLD FD
+$10.7K
1,787
-1%
减持
DVY
ISHARES TR
+$10.2K
1,574
-2%
增持
PG
PROCTER AND GAMBLE CO
-$10.1K
1,934
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$10.0K
109,497
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.2K
770
-1%
减持
VTV
VANGUARD INDEX FDS
-$8.6K
14,833
-6%
减持
MCD
MCDONALDS CORP
-$6.5K
1,126
-6%
减持
XLF
SELECT SECTOR SPDR TR
+$5.3K
4,000
-0%
减持
MA
MASTERCARD INCORPORATED
-$2.4K
1,943
-1%
