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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 36
增持 63
减持 32
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$4.2M
69,569
+4%
增持
QQQ
INVESCO QQQ TR
+$2.4M
31,288
+7%
减持
AIQ
GLOBAL X FDS
+$2.1M
73,188
-6%
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。
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$2.0M
0
-100%
增持
QVOY
ULTIMUS MANAGERS TR
+$1.8M
1,158,983
+5%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$1.8M
47,183
+253%
建仓
EDOW
FIRST TR EXCHANGE TRADED FD
+$1.6M
8,329
减持
BIL
SPDR SER TR
-$1.5M
6,684
-71%
清仓
IGE
ISHARES TR
-$1.5M
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$1.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.3M
22,066
+0%
增持
SPTS
SPDR SER TR
+$1.3M
312,456
+16%
增持
MOAT
VANECK ETF TRUST
+$1.3M
66,902
+15%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$1.2M
15,428
建仓
PEJ
INVESCO EXCHANGE TRADED FD T
+$1.2M
28,585
清仓
ITB
ISHARES TR
-$1.2M
0
-100%
减持
CRM
SALESFORCE INC
+$1.1M
20,111
-3%
建仓
—
GLOBAL X FDS
+$1.1M
42,525
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
15,990
+43%
增持
CALF
PACER FDS TR
+$1.0M
43,550
+69%
增持
MGC
VANGUARD WORLD FD
+$959.0K
15,174
+43%
增持
XLK
SELECT SECTOR SPDR TR
+$908.0K
25,027
+5%
增持
DG
DOLLAR GEN CORP NEW
+$869.0K
26,741
+2%
减持
AAPL
APPLE INC
+$850.0K
46,346
-2%
增持
PAVE
GLOBAL X FDS
+$815.0K
162,325
+3%
增持
COWZ
PACER FDS TR
+$797.0K
149,331
+6%
减持
INTU
INTUIT
+$727.0K
6,956
-2%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$727.0K
19,692
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$715.0K
71,859
+2%
增持
O
REALTY INCOME CORP
+$708.0K
73,552
+4%
减持
UNP
UNION PAC CORP
+$708.0K
18,462
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$695.0K
23,336
+11%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$639.0K
50,450
+14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$631.0K
436,522
+30%
减持
ARKK
ARK ETF TR
+$621.0K
57,834
-4%
增持
XAR
SPDR SER TR
+$616.0K
24,904
+1%
增持
GINN
GOLDMAN SACHS ETF TR
+$577.0K
93,699
+1%
减持
OIH
VANECK ETF TRUST
-$564.0K
1,045
-64%
减持
SCHF
SCHWAB STRATEGIC TR
-$562.0K
14,197
-56%
减持
XLE
SELECT SECTOR SPDR TR
-$551.0K
16,646
-23%
建仓
IDEV
ISHARES TR
+$529.0K
8,316
增持
AMZN
AMAZON COM INC
+$528.0K
46,551
+2%
增持
SPTM
SPDR SER TR
+$522.0K
85,771
+0%
减持
AVGO
BROADCOM INC
+$521.0K
3,448
-14%
减持
SCHD
SCHWAB STRATEGIC TR
+$520.0K
101,052
-0%
增持
BUG
GLOBAL X FDS
+$517.0K
26,933
+140%
增持
MILN
GLOBAL X FDS
+$508.0K
99,747
+0%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$505.0K
13,844
增持
XLC
SELECT SECTOR SPDR TR
+$460.0K
30,138
+14%
减持
V
VISA INC
+$458.0K
18,600
-2%
减持
C
CITIGROUP INC
+$455.0K
47,568
-2%
减持
NKE
NIKE INC
+$452.0K
35,389
-0%
增持
DIS
DISNEY WALT CO
+$435.0K
41,551
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$431.0K
19,834
+159%
建仓
VTEB
VANGUARD MUN BD FDS
+$427.0K
8,356
建仓
MLPX
GLOBAL X FDS
+$416.0K
9,315
增持
UTG
REAVES UTIL INCOME FD
+$414.0K
167,701
+2%
增持
PYPL
PAYPAL HLDGS INC
+$414.0K
63,727
+6%
清仓
SCHG
SCHWAB STRATEGIC TR
-$411.0K
0
-100%
增持
LOW
LOWES COS INC
+$409.0K
14,082
+7%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$407.0K
155,340
+0%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$403.0K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$396.0K
8,686
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$390.0K
97,101
+2%
清仓
WCLD
WISDOMTREE TR
-$387.0K
0
-100%
减持
EBIZ
GLOBAL X FDS
+$387.0K
181,540
-5%
建仓
IOO
ISHARES TR
+$386.0K
4,796
减持
QUAL
ISHARES TR
-$382.0K
1,991
-61%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$374.0K
10,265
增持
VTI
VANGUARD INDEX FDS
+$372.0K
5,397
+26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$369.0K
7,561
+14%
清仓
SCHE
SCHWAB STRATEGIC TR
-$369.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$365.0K
1,430
建仓
MGK
VANGUARD WORLD FD
+$362.0K
1,394
建仓
XHB
SPDR SER TR
+$361.0K
3,772
增持
SPDW
SPDR INDEX SHS FDS
+$353.0K
95,671
+2%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$351.0K
12,366
建仓
FNCL
FIDELITY COVINGTON TRUST
+$349.0K
6,525
建仓
SCHH
SCHWAB STRATEGIC TR
+$347.0K
16,777
增持
INDS
PACER FDS TR
+$346.0K
30,807
+15%
建仓
VBR
VANGUARD INDEX FDS
+$346.0K
1,924
清仓
—
PIONEER NAT RES CO
-$345.0K
0
-100%
增持
GOOG
ALPHABET INC
+$344.0K
13,750
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
+$343.0K
72,166
-2%
增持
QUS
SPDR SER TR
+$343.0K
15,580
+10%
减持
VXF
VANGUARD INDEX FDS
+$342.0K
16,712
-0%
增持
MMM
3M CO
+$342.0K
19,043
+2%
减持
WPC
WP CAREY INC
+$341.0K
33,383
-1%
减持
CLOU
GLOBAL X FDS
+$337.0K
92,803
-1%
增持
SPSB
SPDR SER TR
+$335.0K
149,242
+6%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$330.0K
73,426
+8%
建仓
COP
CONOCOPHILLIPS
+$327.0K
2,814
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$319.0K
79,771
+1%
建仓
TGT
TARGET CORP
+$318.0K
2,234
减持
SGOV
ISHARES TR
-$315.0K
1,763
-64%
增持
ICOW
PACER FDS TR
+$315.0K
39,376
+29%
减持
SPY
SPDR S&P 500 ETF TR
+$314.0K
5,768
-10%
减持
PFE
PFIZER INC
-$313.0K
7,391
-53%
建仓
ULTA
ULTA BEAUTY INC
+$310.0K
633
建仓
—
ARISTA NETWORKS INC
+$308.0K
1,308
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$308.0K
40,615
+17%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$305.0K
1,121
增持
PAYC
PAYCOM SOFTWARE INC
-$301.0K
11,513
+9%
清仓
UJUL
INNOVATOR ETFS TR
-$296.0K
0
-100%
清仓
FLRN
SPDR SER TR
-$296.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$289.0K
3,098
-56%
增持
SPTL
SPDR SER TR
+$288.0K
35,918
+25%
增持
DIVO
AMPLIFY ETF TR
+$287.0K
15,712
+90%
清仓
GD
GENERAL DYNAMICS CORP
-$278.0K
0
-100%
减持
HERO
GLOBAL X FDS
-$278.0K
8,919
-64%
增持
BOTZ
GLOBAL X FDS
+$267.0K
19,611
+66%
增持
AEP
AMERICAN ELEC PWR CO INC
+$260.0K
22,171
+8%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$260.0K
124,290
-1%
建仓
QCOM
QUALCOMM INC
+$259.0K
1,789
增持
XLRE
SELECT SECTOR SPDR TR
+$255.0K
26,875
+11%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$254.0K
4,913
增持
GSLC
GOLDMAN SACHS ETF TR
+$252.0K
14,090
+11%
清仓
IYK
ISHARES TR
-$249.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$247.0K
38,062
+2%
减持
T
AT&T INC
+$246.0K
171,556
-2%
增持
QYLD
GLOBAL X FDS
+$242.0K
299,430
+1%
减持
MCD
MCDONALDS CORP
+$241.0K
9,747
-3%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$237.0K
1,607
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$236.0K
13,074
+47%
减持
HAL
HALLIBURTON CO
-$236.0K
6,493
-44%
减持
OMC
OMNICOM GROUP INC
+$235.0K
27,752
-5%
增持
SPAB
SPDR SER TR
+$234.0K
150,411
+1%
增持
—
MEDTRONIC PLC
+$233.0K
27,226
+6%
建仓
EMB
ISHARES TR
+$232.0K
2,606
建仓
USHY
ISHARES TR
+$231.0K
6,363
建仓
PWR
QUANTA SVCS INC
+$229.0K
1,061
减持
GOOGL
ALPHABET INC
+$227.0K
30,710
-1%
建仓
FISR
SSGA ACTIVE TR
+$226.0K
8,676
清仓
ARW
ARROW ELECTRS INC
-$225.0K
0
-100%
清仓
NJUL
INNOVATOR ETFS TR
-$225.0K
0
-100%
增持
SBUX
STARBUCKS CORP
+$222.0K
39,912
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$222.0K
10,004
+854%
增持
FDVV
FIDELITY COVINGTON TRUST
+$222.0K
25,342
+15%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$222.0K
7,022
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$220.0K
2,677
建仓
GWW
GRAINGER W W INC
+$215.0K
259
增持
BA
BOEING CO
+$211.0K
2,631
+6%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$209.0K
0
-100%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$207.0K
30,357
+41%
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$206.0K
0
-100%
清仓
USDU
WISDOMTREE TR
-$206.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$204.0K
0
-100%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$203.0K
6,399
建仓
COF
CAPITAL ONE FINL CORP
+$203.0K
1,552
建仓
SPSM
SPDR SER TR
+$202.0K
4,797
