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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 52
增持 50
减持 20
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
VOO
VANGUARD INDEX FDS
+$26.9M
66,161
减持
XAR
SPDR SER TR
-$4.6M
28,949
-32%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$3.5M
19,883
-74%
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
SPTS
SPDR SER TR
+$3.2M
143,136
+347%
减持
FUTY
FIDELITY COVINGTON TRUST
-$3.1M
43,824
-61%
减持
QVOY
ULTIMUS MANAGERS TR
+$2.6M
1,061,254
-0%
增持
AAPL
APPLE INC
+$2.6M
52,738
+13%
清仓
TIP
ISHARES TR
-$2.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.1M
21,033
+19%
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
26,413
+76%
增持
SPSB
SPDR SER TR
+$1.9M
82,968
+331%
增持
COWZ
PACER FDS TR
+$1.7M
136,460
+33%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$1.7M
21,439
-71%
建仓
PJUL
INNOVATOR ETFS TR
+$1.6M
46,620
减持
BIL
SPDR SER TR
-$1.5M
14,575
-53%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
33,402
增持
XLC
SELECT SECTOR SPDR TR
+$1.5M
30,960
+245%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
9,847
+3%
清仓
OIH
VANECK ETF TRUST
-$1.5M
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$1.4M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
452,043
+4%
减持
LVHD
LEGG MASON ETF INVT
-$1.4M
7,112
-84%
减持
PFEB
INNOVATOR ETFS TR
-$1.3M
9,334
-83%
减持
MSFT
MICROSOFT CORP
+$1.2M
24,050
-0%
建仓
VO
VANGUARD INDEX FDS
+$1.2M
5,439
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
7,970
清仓
KIE
SPDR SER TR
-$1.1M
0
-100%
建仓
IXN
ISHARES TR
+$1.1M
17,929
清仓
XTN
SPDR SER TR
-$1.1M
0
-100%
建仓
PJP
INVESCO EXCHANGE TRADED FD T
+$1.1M
14,224
增持
AMZN
AMAZON COM INC
+$1.0M
28,288
+11%
增持
SBUX
STARBUCKS CORP
-$1.0M
43,958
+3%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$907.0K
35,961
增持
BND
VANGUARD BD INDEX FDS
+$810.0K
92,403
+15%
清仓
TBT
PROSHARES TR
-$800.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$759.0K
122,974
+7%
增持
GOOGL
ALPHABET INC
+$757.0K
36,850
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$748.0K
86,741
+14%
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$735.0K
23,372
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$707.0K
9,181
+76%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$671.0K
27,635
增持
QUS
SPDR SER TR
+$669.0K
7,948
+199%
建仓
D
DOMINION ENERGY INC
+$654.0K
12,627
建仓
FNDA
SCHWAB STRATEGIC TR
+$647.0K
12,816
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$607.0K
11,065
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$603.0K
6,694
-71%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$578.0K
7,424
+17%
增持
TSLA
TESLA INC
+$578.0K
9,049
+5%
增持
MGC
VANGUARD WORLD FD
+$574.0K
14,509
+22%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$560.0K
96,429
+18%
增持
CI
THE CIGNA GROUP
+$556.0K
15,612
+4%
增持
MRK
MERCK & CO INC
+$546.0K
58,275
+0%
减持
AVGO
BROADCOM INC
+$529.0K
3,016
-7%
增持
XLY
SELECT SECTOR SPDR TR
+$528.0K
6,838
+62%
建仓
SPTL
SPDR SER TR
+$516.0K
17,263
减持
DBMF
LITMAN GREGORY FDS TR
-$493.0K
17,401
-53%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$483.0K
9,978
建仓
SPMD
SPDR SER TR
+$476.0K
10,377
增持
HD
HOME DEPOT INC
+$461.0K
15,336
+5%
增持
DG
DOLLAR GEN CORP NEW
-$455.0K
19,336
+113%
减持
GDX
VANECK ETF TRUST
-$455.0K
12,565
-51%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$444.0K
9,090
建仓
SCHG
SCHWAB STRATEGIC TR
+$440.0K
5,873
建仓
IEI
ISHARES TR
+$435.0K
3,775
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$433.0K
10,447
增持
VYM
VANGUARD WHITEHALL FDS
+$427.0K
68,264
+6%
减持
SJNK
SPDR SER TR
-$417.0K
20,940
-44%
增持
STZ
CONSTELLATION BRANDS INC
+$415.0K
18,835
+1%
建仓
URA
GLOBAL X FDS
+$409.0K
18,861
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$409.0K
17,733
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$409.0K
66,999
+21%
增持
V
VISA INC
+$399.0K
22,016
+3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$394.0K
17,408
+26%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$392.0K
43,904
+6%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$384.0K
12,516
+108%
建仓
SGOV
ISHARES TR
+$375.0K
3,723
清仓
IEF
ISHARES TR
-$374.0K
0
-100%
建仓
FLRN
SPDR SER TR
+$373.0K
12,149
建仓
USHY
ISHARES TR
+$373.0K
10,557
增持
SCHF
SCHWAB STRATEGIC TR
+$367.0K
35,885
+37%
清仓
BWX
SPDR SER TR
-$364.0K
0
-100%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$363.0K
16,515
增持
SPDW
SPDR INDEX SHS FDS
+$354.0K
90,214
+12%
增持
IHDG
WISDOMTREE TR
+$344.0K
16,838
+100%
增持
UTG
REAVES UTIL INCOME FD
+$342.0K
121,511
+15%
建仓
TTD
THE TRADE DESK INC
+$339.0K
4,390
增持
VGT
VANGUARD WORLD FDS
+$338.0K
2,037
+39%
清仓
PID
INVESCO EXCHANGE TRADED FD T
-$335.0K
0
-100%
增持
CRM
SALESFORCE INC
+$326.0K
23,909
+1%
建仓
CAT
CATERPILLAR INC
+$323.0K
1,312
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$321.0K
57,766
-10%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$319.0K
14,260
+61%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$318.0K
19,532
-29%
增持
DGRO
ISHARES TR
+$309.0K
36,010
+16%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$304.0K
9,366
-52%
增持
ARKK
ARK ETF TR
+$299.0K
63,128
+2%
建仓
SMLV
SPDR SER TR
+$298.0K
2,881
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$295.0K
7,648
减持
SPTM
SPDR SER TR
+$293.0K
99,218
-2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$293.0K
1,634
增持
DIS
DISNEY WALT CO
-$292.0K
40,842
+109%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$290.0K
13,032
清仓
AGG
ISHARES TR
-$290.0K
0
-100%
增持
UNP
UNION PAC CORP
+$283.0K
21,351
+5%
清仓
ACWI
ISHARES TR
-$282.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$275.0K
1,899
清仓
—
PROSHARES TR II
-$275.0K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$274.0K
3,619
建仓
SPYV
SPDR SER TR
+$272.0K
6,302
清仓
DLN
WISDOMTREE TR
-$271.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$267.0K
2,443
清仓
CALM
CAL MAINE FOODS INC
-$266.0K
0
-100%
建仓
NAPR
INNOVATOR ETFS TR
+$263.0K
6,315
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$263.0K
5,210
建仓
—
BLACKROCK INC
+$259.0K
375
清仓
PSK
SPDR SER TR
-$255.0K
0
-100%
建仓
VIS
VANGUARD WORLD FDS
+$255.0K
1,240
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$254.0K
5,478
建仓
MOAT
VANECK ETF TRUST
+$244.0K
3,060
清仓
FNDB
SCHWAB STRATEGIC TR
-$244.0K
0
-100%
增持
NKE
NIKE INC
-$237.0K
34,981
+5%
建仓
BIV
VANGUARD BD INDEX FDS
+$237.0K
3,150
减持
GINN
GOLDMAN SACHS ETF TR
+$236.0K
119,646
-2%
建仓
VTEB
VANGUARD MUN BD FDS
+$236.0K
4,695
清仓
GBIL
GOLDMAN SACHS ETF TR
-$236.0K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$235.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$233.0K
2,049
建仓
EBAY
EBAY INC.
+$232.0K
5,189
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$232.0K
10,731
+17%
建仓
BLOK
AMPLIFY ETF TR
+$231.0K
10,154
清仓
EMB
ISHARES TR
-$230.0K
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$225.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$224.0K
0
-100%
增持
—
MEDTRONIC PLC
+$222.0K
13,160
+13%
增持
PAVE
GLOBAL X FDS
+$217.0K
37,866
+10%
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$215.0K
0
-100%
建仓
ICVT
ISHARES TR
+$215.0K
2,811
建仓
QUAL
ISHARES TR
+$214.0K
1,587
建仓
DECK
DECKERS OUTDOOR CORP
+$211.0K
399
清仓
KRBN
KRANESHARES TR
-$210.0K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$210.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$209.0K
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$207.0K
10,945
-24%
清仓
ULTA
ULTA BEAUTY INC
-$205.0K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$205.0K
3,131
清仓
DE
DEERE & CO
-$205.0K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$204.0K
0
-100%
增持
INTU
INTUIT
+$202.0K
8,869
+2%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$202.0K
4,115
建仓
VOT
VANGUARD INDEX FDS
+$201.0K
977
