小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 37
增持 47
减持 46
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$13.3M
147,005
增持
COWZ
PACER FDS TR
+$11.7M
378,734
+102%
增持
MBSF
VALUED ADVISERS TR
+$11.0M
446,924
+2180%
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。
减持
QVOY
ULTIMUS MANAGERS TR
-$9.3M
844,629
-29%
增持
PAVE
GLOBAL X FDS
+$9.1M
362,258
+132%
增持
QQQ
INVESCO QQQ TR
+$8.7M
52,548
+48%
增持
MOAT
VANECK ETF TRUST
+$7.5M
140,646
+98%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.4M
544,628
+24%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$6.2M
253,745
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.6M
278,815
+193%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.5M
136,931
+363%
减持
GINN
GOLDMAN SACHS ETF TR
-$5.0M
2,101
-98%
增持
VOO
VANGUARD INDEX FDS
+$4.7M
79,159
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$4.6M
48,479
+74%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$4.5M
208,762
清仓
EBIZ
Global X Funds
-$4.3M
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$3.9M
11,686
-89%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.8M
130,218
-42%
减持
UTG
REAVES UTIL INCOME FD
-$3.7M
38,272
-79%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.7M
102,639
+138%
减持
INTU
INTUIT
-$3.6M
980
-85%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.6M
106,727
减持
MILN
GLOBAL X FDS
-$3.4M
5,566
-94%
减持
XAR
SPDR SER TR
-$3.3M
515
-98%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$3.2M
1,751
-90%
减持
DG
DOLLAR GEN CORP NEW
-$3.1M
4,279
-84%
清仓
AIRR
FIRST TR EXCHANGE-TRADED FD
-$3.1M
0
-100%
减持
QYLD
GLOBAL X FDS
-$2.6M
148,923
-51%
增持
CALF
PACER FDS TR
+$2.5M
90,484
+127%
减持
—
UNILEVER PLC
-$2.4M
5,859
-88%
建仓
ULTA
ULTA BEAUTY INC
+$2.3M
5,820
增持
NFLX
NETFLIX INC
+$2.2M
3,632
+594%
减持
LMT
LOCKHEED MARTIN CORP
-$2.1M
1,664
-75%
建仓
USB
US BANCORP DEL
+$2.0M
44,726
减持
VHT
VANGUARD WORLD FD
-$1.9M
1,634
-82%
增持
CVX
CHEVRON CORP NEW
+$1.9M
17,625
+304%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.9M
67,683
+130%
清仓
CLOU
Global X Funds
-$1.8M
0
-100%
增持
IVV
ISHARES TR
+$1.7M
3,489
+590%
减持
AIQ
GLOBAL X FDS
-$1.7M
31,755
-61%
清仓
SPRX
LISTED FD TR
-$1.6M
0
-100%
清仓
FIDU
FIDELITY COVINGTON TRUST
-$1.6M
0
-100%
建仓
JUNM
FIRST TR EXCHNG TRADED FD VI
+$1.4M
45,589
减持
GOOGL
ALPHABET INC
-$1.4M
27,553
-16%
建仓
FNGS
BANK MONTREAL MEDIUM
+$1.4M
28,239
减持
ARKK
ARK ETF TR
-$1.3M
13,323
-70%
减持
FUTY
FIDELITY COVINGTON TRUST
-$1.3M
4,648
-87%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
25,686
+30%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.2M
47,222
+87%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$1.2M
9,390
增持
AAPL
APPLE INC
+$1.2M
34,374
+6%
建仓
IDXX
IDEXX LABS INC
+$1.1M
2,184
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
16,125
-46%
清仓
INDS
PACER FDS TR
-$1.1M
0
-100%
减持
IAI
ISHARES TR
-$1.1M
4,170
-69%
清仓
VCR
VANGUARD WORLD FD
-$1.0M
0
-100%
增持
HD
HOME DEPOT INC
+$991.9K
5,075
+64%
清仓
IHDG
WISDOMTREE TR
-$971.1K
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$943.3K
9,831
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$889.4K
27,342
+105%
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$827.9K
7,462
-81%
减持
TSLA
TESLA INC
+$783.5K
19,305
-10%
建仓
NEE
NEXTERA ENERGY INC
+$781.8K
9,249
减持
V
VISA INC
-$760.3K
15,165
-19%
增持
COST
COSTCO WHSL CORP NEW
+$755.0K
1,460
+130%
减持
HSY
HERSHEY CO
-$751.4K
13,789
-25%
建仓
FXY
INVESCO CURRENCYSHARES JAPAN
+$744.8K
11,583
减持
MGC
VANGUARD WORLD FD
-$738.7K
8,095
-34%
建仓
TMSL
T ROWE PRICE ETF INC
+$723.9K
22,300
清仓
DIVO
AMPLIFY ETF TR
-$712.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$702.1K
8,856
+7%
增持
XLV
SELECT SECTOR SPDR TR
+$661.7K
19,310
+22%
增持
ITB
ISHARES TR
+$657.8K
7,523
+155%
增持
JNJ
JOHNSON & JOHNSON
+$654.5K
6,393
+145%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$647.7K
16,831
建仓
IDEV
ISHARES TR
+$638.9K
9,020
增持
MCD
MCDONALDS CORP
+$637.8K
12,073
+1%
增持
PG
PROCTER AND GAMBLE CO
+$630.2K
7,759
+79%
减持
CI
THE CIGNA GROUP
-$624.1K
10,718
-18%
增持
NVDA
NVIDIA CORPORATION
+$622.3K
32,910
+20%
减持
VYM
VANGUARD WHITEHALL FDS
+$612.2K
67,795
-0%
增持
KO
COCA COLA CO
+$601.9K
11,844
+202%
增持
SO
SOUTHERN CO
+$591.1K
8,971
+219%
增持
SPTM
SPDR SER TR
+$590.2K
152,393
+0%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$587.2K
21,928
增持
BBLB
J P MORGAN EXCHANGE TRADED F
+$578.5K
9,524
+169%
增持
META
META PLATFORMS INC
+$573.1K
6,463
+4%
增持
LLY
ELI LILLY & CO
+$572.2K
1,583
+73%
减持
DIS
DISNEY WALT CO
-$563.3K
31,741
-13%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$561.0K
165,773
+5%
建仓
IWY
ISHARES TR
+$526.4K
2,392
增持
TLT
ISHARES TR
+$524.0K
8,422
+156%
清仓
SCHF
SCHWAB STRATEGIC TR
-$515.0K
0
-100%
建仓
PJP
INVESCO EXCHANGE TRADED FD T
+$508.9K
5,851
清仓
AMAT
APPLIED MATLS INC
-$501.8K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$474.4K
41,510
+21%
建仓
GLDM
WORLD GOLD TR
+$457.6K
8,778
建仓
JULW
AIM ETF PRODUCTS TRUST
+$455.7K
13,195
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$450.6K
1,065
建仓
AAPR
INNOVATOR ETFS TRUST
+$444.1K
16,939
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$442.1K
6,471
减持
BNDX
VANGUARD CHARLOTTE FDS
-$437.5K
6,227
-60%
增持
TGT
TARGET CORP
+$431.8K
15,749
+15%
减持
VGT
VANGUARD WORLD FD
-$428.5K
1,476
-34%
减持
UNH
UNITEDHEALTH GROUP INC
+$427.4K
8,945
-5%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
-$427.0K
14,097
-47%
建仓
BALT
INNOVATOR ETFS TRUST
+$426.7K
13,841
增持
—
MEDTRONIC PLC
+$426.5K
33,985
+2%
减持
AMZN
AMAZON COM INC
-$421.6K
49,413
-1%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$415.2K
20,485
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$413.5K
11,312
-3%
清仓
—
ASML HOLDING N V
-$406.5K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$401.7K
4,124
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$396.0K
21,599
+55%
清仓
GDX
VANECK ETF TRUST
-$392.8K
0
-100%
建仓
KRE
SPDR SER TR
+$390.2K
6,895
建仓
MAGS
LISTED FD TR
+$389.0K
8,158
增持
BND
VANGUARD BD INDEX FDS
+$384.4K
24,365
+21%
清仓
VLO
VALERO ENERGY CORP
-$381.3K
0
-100%
减持
CRM
SALESFORCE INC
-$373.5K
16,172
-13%
增持
GIS
GENERAL MLS INC
+$372.4K
34,000
+1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$370.9K
12,457
-55%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$367.2K
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$367.2K
0
-100%
减持
SMH
VANECK ETF TRUST
-$366.8K
8,014
-10%
建仓
CPRT
COPART INC
+$366.0K
6,984
减持
CMCSA
COMCAST CORP NEW
-$363.1K
98,161
-14%
建仓
TRFK
PACER FDS TR
+$362.1K
7,732
建仓
PSFF
PACER FDS TR
+$361.6K
12,582
增持
XLI
SELECT SECTOR SPDR TR
+$359.8K
12,959
+13%
减持
MTUM
ISHARES TR
-$350.1K
2,273
-45%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$350.1K
10,557
减持
XYLD
GLOBAL X FDS
-$342.4K
34,837
-21%
建仓
FICO
FAIR ISAAC CORP
+$340.1K
175
减持
QUAL
ISHARES TR
-$338.3K
1,903
-52%
增持
XLY
SELECT SECTOR SPDR TR
+$338.3K
7,821
+16%
清仓
JETS
ETF SER SOLUTIONS
-$336.6K
0
-100%
建仓
FLRT
PACER FDS TR
+$331.9K
6,988
建仓
BXP
BXP INC
+$330.6K
4,108
减持
ACM
AECOM
-$326.9K
4,702
-49%
减持
MMM
3M CO
+$325.8K
20,774
-16%
清仓
BSV
VANGUARD BD INDEX FDS
-$323.4K
0
-100%
减持
PEP
PEPSICO INC
-$320.7K
22,656
-10%
减持
T
AT&T INC
+$316.5K
189,283
-6%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$309.4K
1,100
增持
XLP
SELECT SECTOR SPDR TR
+$307.7K
17,377
+17%
减持
PYPL
PAYPAL HLDGS INC
+$307.4K
50,393
-19%
清仓
FLRN
SPDR SER TR
-$299.4K
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$299.3K
0
-100%
增持
NOBL
PROSHARES TR
+$296.5K
5,230
+92%
