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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 129 项
建仓 9
增持 58
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.8M
0
-100%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$2.7M
239,796
+196%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
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
BSJU
INVESCO EXCH TRD SLF IDX FD
+$2.5M
132,990
+243%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.2M
178,097
+43%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$1.2M
172,090
+48%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.2M
275,437
+29%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$1.2M
173,063
+44%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$1.1M
171,482
+44%
增持
IVV
ISHARES TR
+$919.2K
6,111
+25%
减持
V
VISA INC
-$878.7K
3,366
-44%
增持
VYM
VANGUARD WHITEHALL FDS
+$737.3K
111,875
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$677.0K
46,315
+21%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$637.1K
50,663
+33%
增持
JAAA
JANUS DETROIT STR TR
+$589.7K
47,612
+33%
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$587.8K
26,690
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$512.3K
278,438
+10%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$493.1K
260,467
+10%
减持
GOOGL
ALPHABET INC
+$492.1K
7,684
-2%
减持
COST
COSTCO WHSL CORP NEW
-$471.7K
653
-42%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$470.4K
89,114
-9%
减持
AAPL
APPLE INC
+$466.7K
32,341
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$447.4K
280,717
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$422.9K
8,044
+0%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$387.1K
0
-100%
增持
FLTR
VANECK ETF TRUST
+$345.9K
97,341
+17%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$342.4K
20,510
增持
VUG
VANGUARD INDEX FDS
+$334.6K
35,930
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$300.6K
0
-100%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$265.2K
5,251
建仓
EVSM
MORGAN STANLEY ETF TRUST
+$252.7K
5,016
清仓
ORCL
ORACLE CORP
-$251.9K
0
-100%
建仓
ATI
ATI INC
+$238.8K
2,081
建仓
FPFD
FIDELITY COVINGTON TRUST
+$225.1K
10,327
建仓
BSJV
INVESCO EXCH TRD SLF IDX FD
+$214.9K
8,050
减持
DNL
WISDOMTREE TR
-$212.1K
13,874
-28%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$210.4K
0
-100%
增持
NFLX
NETFLIX INC
-$205.4K
7,809
+899%
减持
GOOG
ALPHABET INC
+$205.2K
5,940
-13%
建仓
TJX
TJX COS INC NEW
+$205.2K
1,336
建仓
IWD
ISHARES TR
+$202.0K
960
减持
LLY
ELI LILLY & CO
+$193.7K
632
-1%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$190.9K
22,372
+58%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$182.4K
32,263
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$174.5K
97,551
+10%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$153.8K
22,030
+42%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$152.5K
21,870
+42%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$152.4K
21,875
+42%
增持
VB
VANGUARD INDEX FDS
+$150.8K
31,862
+0%
减持
MSFT
MICROSOFT CORP
-$147.8K
3,355
-2%
减持
META
META PLATFORMS INC
-$138.0K
1,828
-0%
增持
VXUS
VANGUARD STAR FDS
+$137.7K
31,624
+3%
减持
VHT
VANGUARD WORLD FD
+$129.9K
5,525
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$126.8K
36,004
+5%
减持
BIZD
VANECK ETF TRUST
-$120.3K
112,031
-2%
增持
VOO
VANGUARD INDEX FDS
+$115.9K
7,315
+0%
减持
AMLP
ALPS ETF TR
-$113.8K
13,193
-16%
减持
PFF
ISHARES TR
-$108.9K
32,294
-8%
增持
VTV
VANGUARD INDEX FDS
+$103.1K
15,024
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$101.7K
27,091
-3%
增持
VUSB
VANGUARD BD INDEX FDS
+$100.2K
6,497
+45%
减持
PFXF
VANECK ETF TRUST
-$100.0K
86,317
-6%
减持
JPM
JPMORGAN CHASE & CO.
-$92.2K
3,306
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$77.3K
6,511
-1%
增持
MUNI
PIMCO ETF TR
+$76.8K
10,405
+16%
减持
SJNK
SPDR SERIES TRUST
-$76.4K
46,034
-5%
减持
CWB
SPDR SERIES TRUST
-$73.1K
23,545
-2%
增持
SHYG
ISHARES TR
+$72.6K
10,167
+21%
减持
PFFV
GLOBAL X FDS
-$70.8K
10,180
-21%
减持
JNJ
JOHNSON & JOHNSON
+$70.6K
3,422
-0%
减持
HD
HOME DEPOT INC
-$67.8K
1,082
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$65.4K
4,659
+21%
增持
ICSH
ISHARES TR
+$64.6K
5,481
+31%
减持
VTI
VANGUARD INDEX FDS
-$61.9K
6,940
-5%
增持
PULS
PGIM ETF TR
+$59.5K
5,890
+26%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$56.9K
26,918
+4%
减持
MRK
MERCK & CO INC
+$56.9K
3,903
-7%
减持
SDY
SPDR SERIES TRUST
-$55.7K
8,840
-4%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$50.6K
11,872
-17%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$49.5K
14,579
+16%
增持
SPHY
SPDR SERIES TRUST
+$49.2K
12,829
+21%
增持
GSST
GOLDMAN SACHS ETF TR
+$47.9K
5,132
+23%
减持
VXF
VANGUARD INDEX FDS
-$47.5K
5,965
-4%
减持
PG
PROCTER AND GAMBLE CO
-$45.4K
1,756
-9%
增持
MINT
PIMCO ETF TR
+$44.1K
2,684
+20%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$42.8K
1,436
-9%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$42.6K
9,952
+20%
减持
IOO
ISHARES TR
+$42.3K
12,550
-3%
增持
QYLD
GLOBAL X FDS
+$39.7K
35,231
+3%
减持
ITB
ISHARES TR
-$37.8K
2,996
-2%
减持
VV
VANGUARD INDEX FDS
-$37.4K
7,728
-4%
减持
AMZN
AMAZON COM INC
+$36.7K
8,436
-3%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$36.6K
5,113
+17%
减持
MA
MASTERCARD INCORPORATED
-$35.9K
1,873
-4%
增持
IJR
ISHARES TR
+$33.8K
3,718
+7%
增持
VNQ
VANGUARD INDEX FDS
-$32.7K
14,296
+1%
减持
IVW
ISHARES TR
-$31.0K
31,199
-3%
增持
QQQ
INVESCO QQQ TR
+$30.3K
2,040
+0%
增持
IJH
ISHARES TR
+$29.5K
10,621
+3%
增持
IAU
ISHARES GOLD TR
+$28.5K
2,872
+2%
增持
HYS
PIMCO ETF TR
+$26.0K
9,393
+4%
减持
XYLD
GLOBAL X FDS
+$18.3K
14,421
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$18.2K
4,385
+8%
增持
EFA
ISHARES TR
+$18.2K
6,370
+0%
减持
VGT
VANGUARD WORLD FD
-$15.8K
1,049
-3%
减持
ABBV
ABBVIE INC
-$15.8K
1,730
-3%
增持
DUK
DUKE ENERGY CORP NEW
-$14.7K
2,427
+0%
减持
NVDA
NVIDIA CORPORATION
-$14.3K
3,733
-2%
减持
VO
VANGUARD INDEX FDS
-$14.3K
1,871
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$13.7K
576
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$12.2K
3,676
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.6K
812
+0%
减持
SPYV
SPDR SERIES TRUST
+$11.3K
21,356
-2%
增持
HYG
ISHARES TR
+$7.8K
3,131
+4%
减持
ITA
ISHARES TR
-$6.8K
6,594
-3%
减持
SPTM
SPDR SERIES TRUST
-$5.0K
5,306
-3%
减持
—
EXXON MOBIL CORP
+$5.0K
4,442
-5%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$4.9K
13,060
-1%
减持
IWB
ISHARES TR
+$4.5K
969
-1%
减持
IWF
ISHARES TR
+$4.2K
1,316
-0%
减持
VFH
VANGUARD WORLD FD
+$3.6K
6,660
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$3.5K
3,870
-3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$3.0K
35,781
-2%
增持
VDE
VANGUARD WORLD FD
+$2.0K
1,801
+1%
减持
AOR
ISHARES TR
-$1.7K
4,234
-2%
增持
DVY
ISHARES TR
-$1.2K
1,576
+0%
增持
BND
VANGUARD BD INDEX FDS
+$815
42,082
+0%
减持
MCD
MCDONALDS CORP
-$633
1,117
-1%
减持
IWM
ISHARES TR
-$570
3,270
-2%
