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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 132 项
建仓 12
增持 74
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$1.9M
35,794
-0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$969.5K
1,538
+136%
增持
QQQ
INVESCO QQQ TR
+$825.4K
3,601
+77%
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
GOOGL
ALPHABET INC
+$818.0K
11,208
+46%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$740.7K
34,140
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$628.7K
112,660
+1%
增持
AMZN
AMAZON COM INC
+$618.7K
12,320
+46%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$582.5K
62,484
+23%
建仓
ONEQ
FIDELITY COMWLTH TR
+$581.7K
6,851
增持
JAAA
JANUS DETROIT STR TR
+$565.9K
59,045
+24%
增持
NVDA
NVIDIA CORPORATION
+$523.2K
6,992
+87%
建仓
CTAS
CINTAS CORP
+$509.4K
3,012
建仓
GLD
SPDR GOLD TR
+$507.7K
1,180
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$416.6K
50,913
+10%
增持
GOOG
ALPHABET INC
+$406.5K
7,916
+33%
减持
IVW
ISHARES TR
-$348.5K
30,918
-1%
增持
HD
HOME DEPOT INC
+$334.4K
2,149
+99%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$323.5K
675
建仓
MCK
MCKESSON CORP
+$294.2K
340
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$272.0K
191,104
+7%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$271.9K
1,338
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$271.7K
5,897
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$266.3K
186,901
+8%
增持
IVV
ISHARES TR
+$264.6K
6,813
+11%
建仓
CVX
CHEVRON CORPORATION
+$254.9K
1,232
减持
VT
VANGUARD INTL EQUITY INDEX F
-$241.2K
34,747
-3%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$240.6K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$234.0K
1,000
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$233.0K
184,719
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$232.0K
26,607
-2%
清仓
PFFV
GLOBAL X FDS
-$226.2K
0
-100%
建仓
AVGO
BROADCOM INC
+$219.8K
710
建仓
CAT
CATERPILLAR INC
+$219.3K
309
建仓
CW
CURTISS WRIGHT CORP
+$218.0K
320
清仓
XLF
SELECT SECTOR SPDR TR
-$212.0K
0
-100%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$210.6K
143,898
+8%
清仓
GE
GE AEROSPACE
-$210.5K
0
-100%
增持
AAPL
APPLE INC
+$208.6K
35,465
+10%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$203.1K
254,823
+6%
减持
VV
VANGUARD INDEX FDS
-$194.1K
7,491
-3%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$191.0K
185,057
+8%
减持
—
EXXON MOBIL CORP
+$181.5K
4,220
-5%
增持
JPM
JPMORGAN CHASE & CO
+$174.4K
4,214
+27%
减持
META
META PLATFORMS INC
-$169.9K
1,812
-1%
减持
SPYV
SPDR SERIES TRUST
-$167.7K
18,479
-13%
减持
V
VISA INC
-$165.8K
3,357
-0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$162.9K
289,707
+3%
减持
VTI
VANGUARD INDEX FDS
-$158.3K
6,760
-3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$157.5K
288,096
+3%
增持
VOO
VANGUARD INDEX FDS
-$136.2K
7,449
+2%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$129.7K
269,076
+3%
增持
JNJ
JOHNSON & JOHNSON
+$129.4K
3,426
+0%
减持
IOO
ISHARES TR
-$128.9K
12,076
-4%
增持
VXUS
VANGUARD STAR FDS
+$128.2K
32,601
+3%
增持
VB
VANGUARD INDEX FDS
+$127.3K
31,865
+0%
减持
VHT
VANGUARD WORLD FD
-$124.4K
5,383
-3%
增持
BIZD
VANECK ETF TRUST
-$118.5K
114,849
+3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$117.9K
6,646
+2%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$111.4K
283,986
+3%
增持
MSFT
MICROSOFT CORP
-$97.6K
4,120
+23%
增持
VUSB
VANGUARD BD INDEX FDS
+$94.2K
8,396
+29%
增持
FLTR
VANECK ETF TRUST
+$89.8K
100,864
+4%
增持
VDE
VANGUARD WORLD FD
+$88.4K
1,821
+1%
增持
LLY
ELI LILLY & CO
-$83.8K
647
+2%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$83.7K
30,785
+15%
增持
VFH
VANGUARD WORLD FD
-$78.8K
6,707
+1%
减持
VTV
VANGUARD INDEX FDS
+$77.7K
15,021
-0%
增持
BND
VANGUARD BD INDEX FDS
+$76.7K
43,369
+3%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$73.3K
17,546
+20%
增持
MUNI
PIMCO ETF TR
+$73.3K
11,854
+14%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$70.9K
5,572
+20%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$70.8K
24,880
+14%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$70.7K
24,880
+14%
增持
NFLX
NETFLIX INC.
+$70.6K
8,349
+7%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$68.3K
25,050
+14%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$66.7K
25,392
+13%
减持
IWF
ISHARES TR
-$66.0K
1,307
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$63.0K
565
-2%
减持
PFF
ISHARES TR
-$54.4K
31,183
-3%
减持
DIA
STATE STR SPDR DOW JONES IND
-$52.2K
1,378
-4%
减持
MRK
MERCK & CO INC
+$51.5K
3,843
-2%
增持
SHYG
ISHARES TR
+$50.8K
11,502
+13%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$49.6K
11,983
+20%
增持
IAU
ISHARES GOLD TR
+$49.3K
3,203
+12%
减持
APH
AMPHENOL CORP
-$48.9K
2,495
-7%
增持
SPDW
SPDR INDEX SHS FDS
+$46.4K
36,043
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$45.7K
26,377
-2%
减持
VXF
VANGUARD INDEX FDS
-$42.4K
5,856
-2%
增持
FPFD
FIDELITY COVINGTON TRUST
+$41.0K
12,395
+20%
减持
AMLP
ALPS ETF TR
+$39.4K
12,534
-5%
增持
VGT
VANGUARD WORLD FD
-$38.6K
1,078
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$34.4K
2,435
+0%
减持
HYG
ISHARES TR
-$34.2K
2,744
-12%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$30.9K
10,704
-10%
增持
HYS
PIMCO ETF TR
+$30.5K
9,876
+5%
减持
ABBV
ABBVIE INC
-$28.7K
1,686
-3%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$28.6K
12,872
-1%
增持
SJNK
SPDR SERIES TRUST
+$26.3K
47,712
+4%
增持
PFXF
VANECK ETF TRUST
+$25.9K
88,386
+2%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$25.8K
5,641
+10%
减持
CWB
SPDR SERIES TRUST
+$25.2K
23,223
-1%
减持
XYLD
GLOBAL X FDS
-$24.1K
14,358
-0%
减持
IWM
ISHARES TR
-$23.0K
3,153
-4%
增持
EES
WISDOMTREE TR
+$22.2K
19,183
+0%
增持
ICSH
ISHARES TR
+$21.1K
5,894
+8%
减持
PULS
PGIM ETF TR
-$20.8K
5,479
-7%
增持
MINT
PIMCO ETF TR
+$20.0K
2,877
+7%
减持
SDY
SPDR SERIES TRUST
+$19.5K
8,563
-3%
减持
IWB
ISHARES TR
-$19.3K
961
-1%
减持
SPHY
SPDR SERIES TRUST
-$19.0K
12,206
-5%
增持
GSST
GOLDMAN SACHS ETF TR
+$17.9K
5,479
+7%
增持
SPTM
SPDR SERIES TRUST
-$17.1K
5,321
+0%
增持
ITB
ISHARES TR
-$16.8K
3,001
+0%
减持
SRE
SEMPRA
+$16.5K
2,350
-2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$16.1K
5,626
+7%
减持
IJR
ISHARES TR
+$14.8K
3,714
-0%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$14.8K
5,329
+6%
减持
ITA
ISHARES TR
-$13.6K
6,409
-3%
减持
VNQ
VANGUARD INDEX FDS
-$12.8K
14,119
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.2K
88,858
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$10.7K
4,592
+5%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$10.6K
99,417
+2%
减持
VO
VANGUARD INDEX FDS
-$9.0K
1,859
-1%
减持
WDFC
WD 40 CO
-$6.7K
1,150
-6%
减持
DVY
ISHARES TR
+$6.6K
1,513
-4%
增持
MCD
MCDONALDS CORP
+$6.2K
1,119
+0%
减持
IJH
ISHARES TR
+$5.3K
10,459
-2%
增持
BSJV
INVESCO EXCH TRD SLF IDX FD
-$5.3K
8,065
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$4.0K
3,776
+3%
增持
PG
PROCTER & GAMBLE CO
+$2.7K
1,762
+0%
增持
AOR
ISHARES TR
+$165
4,280
+1%
增持
QYLD
GLOBAL X FDS
+$127
36,306
+3%
