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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 37
增持 62
减持 24
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$267.6M
521,370
-4%
减持
QVOY
ULTIMUS MANAGERS TR
-$3.2M
813,022
-4%
增持
NVDA
NVIDIA CORPORATION
-$3.1M
44,058
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。
+34%
增持
AAPL
APPLE INC
+$2.5M
42,126
+23%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$2.5M
71,137
减持
CNC
CENTENE CORP DEL
-$2.4M
4,501
-87%
增持
META
META PLATFORMS INC
+$2.4M
10,395
+61%
减持
TSLA
TESLA INC
+$2.4M
18,417
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.4M
184,859
+35%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
81,593
+3%
增持
QQQ
INVESCO QQQ TR
+$2.1M
54,342
+3%
增持
AVGO
BROADCOM INC
+$2.1M
30,281
+6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.8M
159,163
+8%
增持
GOOGL
ALPHABET INC
+$1.7M
33,155
+20%
减持
AMZN
AMAZON COM INC
+$1.6M
49,258
-0%
清仓
SPTS
SPDR SER TR
-$1.4M
0
-100%
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
减持
MGC
VANGUARD WORLD FD
-$1.2M
2,416
-70%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
29,976
+17%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
63,330
+945%
增持
NFLX
NETFLIX INC
+$1.1M
4,114
+13%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$996.2K
306,202
+10%
减持
STIP
ISHARES TR
-$930.8K
23,167
-28%
减持
UNH
UNITEDHEALTH GROUP INC
-$904.5K
8,551
-4%
减持
GMAY
FIRST TR EXCHNG TRADED FD VI
-$892.7K
16,479
-60%
增持
AEP
AMERICAN ELEC PWR CO INC
-$881.6K
27,538
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$866.3K
11,052
-2%
增持
SPTM
SPDR SER TR
+$864.1K
161,567
+6%
清仓
QUS
SPDR SER TR
-$841.5K
0
-100%
清仓
TLT
ISHARES TR
-$826.2K
0
-100%
清仓
SPSB
SPDR SER TR
-$823.5K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$791.8K
30,325
+159%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$772.3K
155,069
+19%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$737.6K
0
-100%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$714.0K
23,473
增持
CI
THE CIGNA GROUP
-$677.2K
10,994
+3%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$661.5K
18,905
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$655.1K
8,568
清仓
IDEV
ISHARES TR
-$638.9K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$626.1K
9,583
+304%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$614.4K
19,566
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$606.8K
11,698
+53%
增持
COWZ
PACER FDS TR
+$599.6K
398,403
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$562.9K
50,573
+22%
增持
O
REALTY INCOME CORP
-$561.0K
67,170
+3%
建仓
PDEC
INNOVATOR ETFS TRUST
+$553.4K
14,403
增持
ULTA
ULTA BEAUTY INC
+$552.8K
6,478
+11%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$549.5K
7,003
增持
MLPX
GLOBAL X FDS
+$540.9K
18,051
+78%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$533.0K
15,804
增持
XLK
SELECT SECTOR SPDR TR
+$530.4K
49,351
+2%
增持
IVV
ISHARES TR
+$523.2K
4,308
+23%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$514.8K
0
-100%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$514.1K
9,506
清仓
IEI
ISHARES TR
-$514.0K
0
-100%
减持
CRM
SALESFORCE INC
+$511.4K
14,770
-9%
清仓
PJP
INVESCO EXCHANGE TRADED FD T
-$508.9K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$508.1K
3,101
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$501.7K
35,032
+28%
增持
AMGN
AMGEN INC
-$498.6K
8,559
+1%
减持
PAYC
PAYCOM SOFTWARE INC
+$494.2K
13,235
-1%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$493.4K
7,017
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$485.8K
21,568
-28%
建仓
OUNZ
VANECK MERK GOLD ETF
+$481.5K
19,032
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$478.1K
73,961
+9%
增持
VIS
VANGUARD WORLD FD
+$476.4K
4,790
+68%
增持
OMC
OMNICOM GROUP INC
-$474.3K
31,278
+2%
清仓
ICOW
PACER FDS TR
-$473.6K
0
-100%
增持
FNGS
BANK MONTREAL MEDIUM
+$464.0K
32,414
+15%
清仓
DRIV
GLOBAL X FDS
-$463.6K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$462.8K
96,920
-1%
减持
V
VISA INC
+$460.1K
14,649
-3%
减持
DIS
DISNEY WALT CO
+$457.8K
31,531
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$457.3K
11,062
+8%
减持
XLV
SELECT SECTOR SPDR TR
-$457.1K
18,297
-5%
增持
TRFK
PACER FDS TR
+$452.4K
16,121
+108%
增持
MOAT
VANECK ETF TRUST
-$444.7K
142,259
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
-$444.2K
26,761
+6%
清仓
AAPR
INNOVATOR ETFS TRUST
-$444.1K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$427.0K
1,756
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$414.3K
17,806
增持
C
CITIGROUP INC
+$414.2K
48,482
+1%
建仓
USDU
WISDOMTREE TR
+$410.0K
14,824
清仓
VNQ
VANGUARD INDEX FDS
-$401.7K
0
-100%
增持
GOOG
ALPHABET INC
+$400.5K
16,244
+1%
清仓
CVS
CVS HEALTH CORP
-$394.9K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$392.6K
8,735
+12%
增持
SCHD
SCHWAB STRATEGIC TR
-$390.5K
299,149
+195%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$384.5K
25,616
+161%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$384.4K
5,193
建仓
NVBW
AIM ETF PRODUCTS TRUST
+$380.8K
12,297
清仓
UBER
UBER TECHNOLOGIES INC
-$373.7K
0
-100%
减持
ITB
ISHARES TR
-$373.6K
5,635
-25%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$362.8K
9,050
-26%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$361.3K
101,687
+3%
建仓
OIH
VANECK ETF TRUST
+$358.5K
1,322
建仓
BITB
BITWISE BITCOIN ETF TR
+$346.5K
6,814
清仓
GAPR
FIRST TR EXCHNG TRADED FD VI
-$339.1K
0
-100%
增持
SBUX
STARBUCKS CORP
-$330.9K
67,317
+76%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$329.7K
255,026
+1%
建仓
MSTR
MICROSTRATEGY INC
+$324.7K
1,121
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$323.9K
41,810
+22%
建仓
APP
APPLOVIN CORP
+$323.2K
998
增持
VXF
VANGUARD INDEX FDS
+$321.5K
15,738
+7%
增持
—
MEDTRONIC PLC
-$321.1K
34,284
+1%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$320.5K
0
-100%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$319.3K
3,475
+98%
增持
NKE
NIKE INC
-$312.6K
37,176
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$305.1K
68,362
-4%
清仓
PFE
PFIZER INC
-$305.1K
0
-100%
减持
LOW
LOWES COS INC
-$304.9K
12,481
-0%
清仓
SPTL
SPDR SER TR
-$303.6K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$298.2K
521
建仓
EFIV
SPDR SER TR
+$296.1K
5,243
建仓
AXON
AXON ENTERPRISE INC
+$295.4K
497
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$295.1K
0
-100%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$287.2K
5,663
增持
SPY
SPDR S&P 500 ETF TR
+$285.5K
3,631
+13%
增持
SPDW
SPDR INDEX SHS FDS
-$285.5K
94,311
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$285.3K
83,714
+3%
清仓
CNRG
SPDR SER TR
-$278.9K
0
-100%
增持
HSY
HERSHEY CO
-$277.5K
13,977
+1%
增持
MBSF
VALUED ADVISERS TR
+$276.3K
461,851
+3%
增持
GIS
GENERAL MLS INC
-$271.0K
35,124
+3%
清仓
ITA
ISHARES TR
-$270.5K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
+$264.8K
49,174
-2%
建仓
BA
BOEING CO
+$264.3K
1,493
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$258.7K
5,885
-56%
增持
SPSM
SPDR SER TR
+$256.8K
19,109
+45%
建仓
TUGN
LISTED FD TR
+$256.6K
10,708
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$255.0K
5,359
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$254.1K
107,717
+1%
清仓
UAL
UNITED AIRLS HLDGS INC
-$253.7K
0
-100%
增持
PAVE
GLOBAL X FDS
-$250.5K
362,782
+0%
清仓
CLIP
GLOBAL X FDS
-$248.6K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$247.5K
0
-100%
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$244.9K
11,116
建仓
TQQQ
PROSHARES TR
+$244.3K
3,087
增持
JPM
JPMORGAN CHASE & CO.
+$242.0K
4,925
+11%
建仓
SRLN
SSGA ACTIVE ETF TR
+$239.0K
5,726
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$238.8K
4,502
增持
PEP
PEPSICO INC
-$237.4K
23,775
+5%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$237.1K
2,067
建仓
SPGI
S&P GLOBAL INC
+$235.6K
473
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$232.4K
2,232
增持
GPC
GENUINE PARTS CO
-$232.3K
16,796
+7%
清仓
SCHH
SCHWAB STRATEGIC TR
-$231.0K
0
-100%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$230.8K
8,573
建仓
SQ
BLOCK INC
+$229.2K
2,697
减持
WPC
W P CAREY INC
-$227.8K
589
-86%
