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HBW Advisory Services LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HBW Advisory Services LLC
报告期 2026-03-31 · CIK 0001790525
持仓数
444
前50大市值合计
$543.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 33
增持 71
减持 27
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
—
ETF SER SOLUTIONS
+$5.8M
691,641
+40%
建仓
CI
CIGNA CORP NEW
+$4.3M
18,733
减持
ABBV
ABBVIE INC
-$3.7M
9,532
-79%
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
QQQ
INVESCO QQQ TR
+$3.6M
20,681
+59%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$3.6M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$3.1M
16,749
-0%
增持
VOO
VANGUARD INDEX FDS
+$2.6M
39,017
+7%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$2.6M
45,339
+965%
建仓
SCHH
SCHWAB STRATEGIC TR
+$2.5M
47,647
增持
XLP
SELECT SECTOR SPDR TR
+$2.5M
39,407
+395%
建仓
XHB
SPDR SER TR
+$2.5M
28,836
增持
IVV
ISHARES TR
+$2.4M
8,837
+114%
清仓
SCHG
SCHWAB STRATEGIC TR
-$2.1M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$2.1M
8,668
-67%
减持
AAPL
APPLE INC
+$2.1M
58,940
-1%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
减持
MTUM
ISHARES TR
-$2.0M
3,540
-77%
减持
VOT
VANGUARD INDEX FDS
-$2.0M
1,453
-86%
增持
QYLD
GLOBAL X FDS
+$1.8M
124,038
+178%
减持
BND
VANGUARD BD INDEX FDS
-$1.7M
89,891
-17%
清仓
RTH
VANECK VECTORS ETF TR
-$1.6M
0
-100%
清仓
IAI
ISHARES TR
-$1.6M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.6M
26,421
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
48,241
+28%
建仓
XTN
SPDR SER TR
+$1.5M
15,694
建仓
ITB
ISHARES TR
+$1.5M
17,639
减持
—
ETF MANAGERS TR
-$1.4M
18,548
-50%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
11,576
+2%
增持
ARKK
ARK ETF TR
-$1.3M
96,744
+2%
减持
HD
HOME DEPOT INC
+$1.3M
15,402
-0%
增持
UNP
UNION PAC CORP
+$1.3M
21,364
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$1.2M
129,798
+24%
建仓
IXN
ISHARES TR
+$1.1M
17,136
建仓
FDIS
FIDELITY COVINGTON TRUST
+$1.1M
12,105
清仓
FMAT
FIDELITY COVINGTON TRUST
-$1.0M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$975.0K
34,213
+3%
增持
STZ
CONSTELLATION BRANDS INC
+$962.0K
20,236
+4%
增持
BIV
VANGUARD BD INDEX FDS
+$958.0K
14,388
+325%
建仓
KRBN
KRANESHARES TR
+$954.0K
18,738
建仓
USDU
WISDOMTREE TR
+$952.0K
36,543
建仓
PBP
INVESCO EXCHANGE TRADED FD T
+$926.0K
40,056
增持
SCHD
SCHWAB STRATEGIC TR
+$919.0K
15,241
+262%
减持
PSK
SPDR SER TR
-$879.0K
22,499
-47%
增持
PEP
PEPSICO INC
+$844.0K
29,859
+3%
清仓
PFF
ISHARES TR
-$843.0K
0
-100%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$841.0K
0
-100%
清仓
CWB
SPDR SER TR
-$833.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$809.0K
20,727
+5%
增持
NKE
NIKE INC
+$751.0K
29,186
+3%
增持
O
REALTY INCOME CORP
+$739.0K
69,402
+6%
增持
UTG
REAVES UTIL INCOME FD
+$692.0K
86,495
+21%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$690.0K
13,809
-46%
减持
AGG
ISHARES TR
-$665.0K
21,251
-21%
减持
XLK
SELECT SECTOR SPDR TR
+$634.0K
31,962
-3%
增持
SBUX
STARBUCKS CORP
+$555.0K
44,230
+6%
建仓
ONEQ
FIDELITY COMWLTH TR
+$549.0K
9,010
增持
LMT
LOCKHEED MARTIN CORP
+$534.0K
12,810
+10%
建仓
IEF
ISHARES TR
+$527.0K
4,582
增持
FSTA
FIDELITY COVINGTON TRUST
+$523.0K
92,414
+2%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$517.0K
27,337
+1%
增持
LIT
GLOBAL X FDS
+$497.0K
24,798
+27%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$486.0K
9,749
-48%
清仓
JETS
ETF SER SOLUTIONS
-$458.0K
0
-100%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$457.0K
68,547
+17%
增持
VXF
VANGUARD INDEX FDS
+$454.0K
11,662
+27%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$453.0K
37,149
+34%
增持
SJNK
SPDR SER TR
+$453.0K
47,023
+56%
增持
NVDA
NVIDIA CORPORATION
+$446.0K
4,288
+9%
增持
BUG
GLOBAL X FDS
+$444.0K
68,025
+21%
清仓
ULST
SSGA ACTIVE ETF TR
-$438.0K
0
-100%
增持
TSLA
TESLA INC
+$399.0K
1,336
+2%
增持
COWZ
PACER FDS TR
+$390.0K
71,543
+5%
增持
CLOU
GLOBAL X FDS
-$387.0K
175,854
+2%
减持
OIH
VANECK ETF TRUST
-$382.0K
1,159
-62%
减持
DGRW
WISDOMTREE TR
+$379.0K
56,418
-1%
建仓
TQQQ
PROSHARES TR
+$367.0K
2,207
增持
STIP
ISHARES TR
+$346.0K
33,312
+11%
增持
PFE
PFIZER INC
+$335.0K
19,119
+3%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$331.0K
79,700
+5%
增持
MRK
MERCK & CO INC
+$328.0K
65,464
+5%
建仓
INGR
INGREDION INC
+$327.0K
3,381
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$324.0K
36,260
+13%
增持
EBIZ
GLOBAL X FDS
-$309.0K
123,784
+1%
减持
SPTM
SPDR SER TR
+$306.0K
99,705
-4%
增持
VUG
VANGUARD INDEX FDS
+$302.0K
4,920
+12%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$296.0K
54,233
+4%
清仓
JNK
SPDR SER TR
-$295.0K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$277.0K
1,471
建仓
ED
CONSOLIDATED EDISON INC
+$276.0K
3,233
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$274.0K
20,683
+23%
清仓
AXP
AMERICAN EXPRESS CO
-$269.0K
0
-100%
减持
BIL
SPDR SER TR
-$267.0K
7,039
-29%
增持
CVX
CHEVRON CORP NEW
+$267.0K
5,848
+41%
增持
CRM
SALESFORCE COM INC
-$257.0K
19,662
+1%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$255.0K
3,711
清仓
BLV
VANGUARD BD INDEX FDS
-$247.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$246.0K
6,691
+23%
增持
SPAB
SPDR SER TR
+$243.0K
108,794
+9%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$242.0K
4,555
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$235.0K
2,458
-0%
建仓
ABT
ABBOTT LABS
+$234.0K
1,661
减持
ENB
ENBRIDGE INC
-$233.0K
15,148
-27%
建仓
XSD
SPDR SER TR
+$232.0K
953
减持
SHY
ISHARES TR
-$231.0K
6,227
-30%
增持
DGRO
ISHARES TR
+$229.0K
23,948
+9%
增持
V
VISA INC
+$226.0K
20,906
+8%
建仓
UPRO
PROSHARES TR
+$226.0K
1,481
清仓
MAN
MANPOWERGROUP INC WIS
-$223.0K
0
-100%
减持
AVGO
BROADCOM INC
+$223.0K
1,614
-8%
建仓
—
EXXON MOBIL CORP
+$223.0K
3,649
清仓
XHE
SPDR SER TR
-$221.0K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$221.0K
0
-100%
建仓
KRE
SPDR SER TR
+$219.0K
3,090
建仓
VDC
VANGUARD WORLD FDS
+$218.0K
1,091
建仓
IVW
ISHARES TR
+$218.0K
2,602
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$215.0K
1,088
增持
MGC
VANGUARD WORLD FD
+$215.0K
13,358
+0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$212.0K
23,617
+20%
建仓
FDX
FEDEX CORP
+$212.0K
819
建仓
NFLX
NETFLIX INC
+$210.0K
349
增持
GINN
GOLDMAN SACHS ETF TR
+$209.0K
104,845
+1%
建仓
MU
MICRON TECHNOLOGY INC
+$208.0K
2,231
清仓
AMGN
AMGEN INC
-$208.0K
0
-100%
建仓
KO
COCA COLA CO
+$206.0K
3,487
增持
CALF
PACER FDS TR
+$204.0K
63,184
+7%
清仓
UPST
UPSTART HLDGS INC
-$203.0K
0
-100%
减持
ROKU
ROKU INC
-$202.0K
1,630
-11%
减持
SPYG
SPDR SER TR
+$202.0K
24,872
-0%
增持
GOOG
ALPHABET INC
+$200.0K
465
+8%
增持
HUSV
FIRST TR EXCH TRADED FD III
+$197.0K
44,995
+1%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$195.0K
10,684
增持
TLT
ISHARES TR
+$185.0K
4,094
+40%
建仓
BAR
GRANITESHARES GOLD TR
+$184.0K
10,159
建仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$171.0K
10,779
增持
GSLC
GOLDMAN SACHS ETF TR
+$165.0K
9,511
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$154.0K
9,534
+51%
增持
IHI
ISHARES TR
+$153.0K
7,389
+39%
增持
SPEM
SPDR INDEX SHS FDS
+$153.0K
47,201
+11%
减持
VCR
VANGUARD WORLD FDS
-$152.0K
745
-43%
增持
COFS
CHOICEONE FINL SVCS INC
+$151.0K
23,019
+24%
增持
META
FACEBOOK INC
+$148.0K
18,143
+3%
增持
USRT
ISHARES TR
+$147.0K
15,821
+1%
增持
ARKG
ARK ETF TR
-$135.0K
13,503
+5%
增持
DNL
WISDOMTREE TR
+$135.0K
22,838
+7%
减持
SMH
VANECK ETF TRUST
+$134.0K
5,486
-10%
增持
VB
VANGUARD INDEX FDS
+$130.0K
2,654
+23%
增持
SMLV
SPDR SER TR
+$128.0K
5,995
+14%
增持
DRIV
GLOBAL X FDS
+$126.0K
14,847
+24%
增持
VHT
VANGUARD WORLD FDS
+$125.0K
5,760
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$123.0K
9,735
-11%
