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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 40
增持 58
减持 30
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
SPTS
SPDR SER TR
-$7.8M
45,665
-85%
增持
VOO
VANGUARD INDEX FDS
+$6.6M
74,054
+6%
增持
SPTM
SPDR SER TR
+$5.1M
152,018
+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
QQQ
INVESCO QQQ TR
+$4.2M
35,444
+13%
减持
UNP
UNION PAC CORP
-$3.7M
3,725
-80%
减持
SPSB
SPDR SER TR
-$3.7M
26,551
-82%
建仓
HSY
HERSHEY CO
+$3.4M
18,473
建仓
PAPR
INNOVATOR ETFS TRUST
+$3.3M
94,488
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.1M
3,729
-84%
建仓
CNC
CENTENE CORP DEL
+$3.0M
44,639
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.8M
225,788
+45%
增持
AMZN
AMAZON COM INC
+$2.6M
49,825
+7%
增持
COWZ
PACER FDS TR
+$2.4M
187,388
+25%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$2.3M
61,750
增持
NVDA
NVIDIA CORPORATION
+$2.1M
27,313
+1000%
建仓
GIS
GENERAL MLS INC
+$2.1M
33,804
建仓
PJAN
INNOVATOR ETFS TRUST
+$2.1M
52,212
减持
AAPL
APPLE INC
-$2.1M
32,498
-30%
建仓
GPC
GENUINE PARTS CO
+$2.0M
14,679
减持
WPC
WP CAREY INC
-$1.9M
5,462
-84%
清仓
WHR
WHIRLPOOL CORP
-$1.8M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$1.7M
2,234
-83%
增持
TGT
TARGET CORP
+$1.7M
13,664
+512%
增持
GOOGL
ALPHABET INC
+$1.7M
32,751
+7%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$1.6M
13,742
-71%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
建仓
SPRX
LISTED FD TR
+$1.6M
68,737
减持
PJUL
INNOVATOR ETFS TRUST
-$1.6M
29,657
-61%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$1.6M
24,355
建仓
IAI
ISHARES TR
+$1.6M
13,593
建仓
FUTY
FIDELITY COVINGTON TRUST
+$1.6M
35,721
清仓
EDOW
FIRST TR EXCHANGE TRADED FD
-$1.6M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
27,916
+12%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.5M
29,581
建仓
FNDA
SCHWAB STRATEGIC TR
+$1.5M
27,128
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$1.5M
41,556
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.3M
29,373
增持
VTI
VANGUARD INDEX FDS
+$1.3M
9,659
+79%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.3M
37,123
+327%
减持
AVGO
BROADCOM INC
+$1.3M
3,186
-8%
减持
MSFT
MICROSOFT CORP
+$1.2M
21,313
-3%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
157,391
+27%
清仓
FDIS
FIDELITY COVINGTON TRUST
-$1.2M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
19,801
+24%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
34,021
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
增持
QVOY
ULTIMUS MANAGERS TR
+$1.2M
1,193,059
+3%
建仓
VDE
VANGUARD WORLD FD
+$1.1M
8,734
清仓
—
GLOBAL X FDS
-$1.1M
0
-100%
减持
ARKK
ARK ETF TR
-$1.0M
44,842
-22%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
95,161
+47%
减持
QUS
SPDR SER TR
-$1.0M
6,991
-55%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.0M
19,500
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$983.8K
440,788
+1%
增持
T
AT&T INC
+$968.8K
201,349
+17%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$964.1K
32,616
建仓
KJAN
INNOVATOR ETFS TRUST
+$962.7K
27,578
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$941.8K
26,582
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$936.4K
96,940
+22%
清仓
SPMD
SPDR SER TR
-$919.0K
0
-100%
增持
NKE
NIKE INC
-$884.9K
39,234
+11%
增持
PM
PHILIP MORRIS INTL INC
+$875.6K
26,642
+37%
减持
META
META PLATFORMS INC
+$874.7K
6,201
-3%
清仓
SMLV
SPDR SER TR
-$821.0K
0
-100%
增持
GOOG
ALPHABET INC
+$818.3K
15,027
+9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$810.7K
29,767
+34%
减持
SPTL
SPDR SER TR
-$793.5K
9,128
-75%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$782.3K
13,359
减持
ICOW
PACER FDS TR
-$774.2K
15,013
-62%
建仓
PSR
INVESCO ACTIVELY MANAGED ETF
+$772.1K
9,019
增持
PEP
PEPSICO INC
+$771.4K
25,304
+26%
建仓
SCHG
SCHWAB STRATEGIC TR
+$764.7K
7,583
增持
—
UNILEVER PLC
+$753.3K
50,142
+21%
减持
SMH
VANECK ETF TRUST
+$748.9K
8,952
-1%
增持
MO
ALTRIA GROUP INC
+$741.4K
65,103
+18%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$738.9K
89,261
+22%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$722.6K
11,658
+32%
增持
AMGN
AMGEN INC
+$715.3K
9,030
+24%
清仓
VTIP
VANGUARD MALVERN FDS
-$705.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$677.0K
8,294
+10%
减持
GSLC
GOLDMAN SACHS ETF TR
-$672.4K
6,074
-57%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$668.3K
11,460
+61%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$653.5K
10,862
-67%
增持
XLV
SELECT SECTOR SPDR TR
+$633.5K
15,866
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$631.8K
81,276
+13%
增持
DGRO
ISHARES TR
+$613.4K
44,999
+22%
减持
IEI
ISHARES TR
-$611.8K
3,553
-59%
增持
SCHD
SCHWAB STRATEGIC TR
+$611.4K
106,796
+6%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$602.2K
25,358
+89%
增持
AIQ
Global X Funds
+$599.1K
80,862
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$570.8K
34,221
+54%
清仓
SRLN
SSGA ACTIVE ETF TR
-$548.0K
0
-100%
增持
ENB
ENBRIDGE INC
+$546.2K
88,035
+23%
清仓
IDEV
ISHARES TR
-$529.0K
0
-100%
清仓
SJNK
SPDR SER TR
-$526.0K
0
-100%
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$517.2K
14,962
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$515.2K
8,589
减持
XLRE
SELECT SECTOR SPDR TR
-$509.1K
14,784
-45%
增持
UTG
REAVES UTIL INCOME FD
+$505.6K
182,635
+9%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$505.0K
0
-100%
清仓
XOP
SPDR SER TR
-$505.0K
0
-100%
建仓
MBSF
VALUED ADVISERS TR
+$496.6K
19,600
减持
CRM
SALESFORCE INC
-$491.9K
18,670
-7%
减持
KAPR
INNOVATOR ETFS TRUST
-$488.1K
16,360
-52%
增持
OMC
OMNICOM GROUP INC
+$483.9K
32,161
+16%
清仓
IPKW
INVESCO EXCH TRADED FD TR II
-$483.0K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$482.3K
108,473
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$475.7K
6,570
+15%
增持
MOAT
VANECK ETF TRUST
+$461.7K
70,889
+6%
增持
C
CITIGROUP INC
+$460.3K
59,406
+25%
增持
MTUM
ISHARES TR
+$454.0K
4,162
+83%
增持
BND
VANGUARD BD INDEX FDS
+$451.7K
20,065
+48%
增持
LLY
ELI LILLY & CO
+$449.9K
917
+41%
建仓
IWM
ISHARES TR
+$445.4K
2,195
减持
BA
BOEING CO
-$444.1K
1,329
-49%
增持
VHT
VANGUARD WORLD FD
+$440.5K
9,047
+15%
增持
—
LYONDELLBASELL INDUSTRIES N
+$432.3K
25,594
+21%
增持
MMM
3M CO
+$432.0K
24,601
+29%
清仓
VTEB
VANGUARD MUN BD FDS
-$427.0K
0
-100%
减持
LIT
Global X Funds
-$426.9K
3,662
-72%
建仓
IDU
ISHARES TR
+$423.7K
4,821
减持
EBIZ
Global X Funds
+$418.8K
179,690
-1%
建仓
—
ASML HOLDING N V
+$406.5K
398
建仓
SLV
ISHARES TR
+$398.0K
14,979
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$394.3K
18,870
+44%
增持
—
MEDTRONIC PLC
+$390.3K
33,455
+23%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$390.2K
43,053
+13%
增持
QUAL
ISHARES TR
+$386.6K
3,980
+100%
增持
XLY
SELECT SECTOR SPDR TR
+$384.8K
6,737
+43%
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$374.0K
0
-100%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$373.4K
10,948
建仓
VDC
VANGUARD WORLD FD
+$369.0K
1,817
清仓
XHB
SPDR SER TR
-$361.0K
0
-100%
减持
CALF
PACER FDS TR
-$355.9K
39,855
-8%
建仓
NFLX
NETFLIX INC
+$353.0K
523
减持
XLC
SELECT SECTOR SPDR TR
+$350.5K
29,658
-2%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$349.0K
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR
-$347.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$346.0K
0
-100%
减持
HD
HOME DEPOT INC
-$335.6K
3,092
-23%
增持
TSLA
TESLA INC
+$333.3K
21,565
+36%
建仓
QFLR
INNOVATOR ETFS TRUST
+$331.6K
12,093
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$331.5K
8,168
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$329.2K
9,230
增持
XLE
SELECT SECTOR SPDR TR
+$323.6K
18,866
+13%
减持
CLOU
Global X Funds
-$314.2K
90,989
-2%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$313.1K
10,525
清仓
ULTA
ULTA BEAUTY INC
-$310.0K
0
-100%
建仓
BBLB
J P MORGAN EXCHANGE TRADED F
+$309.8K
3,537
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$306.5K
6,865
