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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 31
增持 56
减持 37
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$268.7M
548,219
+5%
减持
AVGO
BROADCOM INC
-$4.5M
14,867
-51%
减持
TSLA
TESLA INC
-$3.6M
14,858
-19%
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
VOO
VANGUARD INDEX FDS
-$3.1M
79,424
-3%
减持
MBSF
VALUED ADVISERS TR
-$3.1M
338,606
-27%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.7M
89,700
-42%
减持
MMM
3M CO
-$2.6M
2,938
-86%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
31,804
-28%
减持
AAPL
APPLE INC
-$2.2M
37,581
-11%
建仓
SJM
SMUCKER J M CO
+$2.2M
18,560
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
121,756
-27%
减持
GOOGL
ALPHABET INC
-$1.9M
28,358
-14%
增持
MRK
MERCK & CO INC
+$1.9M
26,390
+439%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.9M
59,073
+181%
建仓
JAJL
INNOVATOR ETFS TRUST
+$1.9M
68,447
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.8M
183,192
+15%
增持
QVOY
ULTIMUS MANAGERS TR
-$1.8M
855,991
+5%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.8M
305,002
+36%
增持
MOAT
VANECK ETF TRUST
+$1.5M
166,985
+17%
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
48,691
-1%
增持
AMZN
AMAZON COM INC
-$1.4M
49,412
+0%
清仓
VDE
VANGUARD WORLD FD
-$1.4M
0
-100%
增持
COWZ
PACER FDS TR
+$1.3M
434,618
+9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.2M
28,695
+4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
354,898
+16%
减持
O
REALTY INCOME CORP
-$1.2M
41,785
-38%
减持
CRM
SALESFORCE INC
-$1.1M
14,125
-4%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
47,058
-4%
增持
USB
US BANCORP DEL
+$1.1M
53,608
+16%
增持
GOCT
FIRST TR EXCHNG TRADED FD VI
+$1.1M
49,995
+164%
增持
MSFT
MICROSOFT CORP
-$1.0M
22,698
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.0M
27,408
-9%
建仓
XCCC
BONDBLOXX ETF TRUST
+$987.2K
26,088
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$908.8K
28,019
+87%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$890.4K
16,058
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$874.6K
9,245
+3%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$801.0K
20,350
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$791.4K
168,278
-9%
建仓
LVHI
LEGG MASON ETF INVT
+$778.6K
24,052
增持
VZ
VERIZON COMMUNICATIONS INC
+$735.2K
90,012
+8%
增持
AMGN
AMGEN INC
+$723.9K
9,484
+11%
减持
T
AT&T INC
+$722.6K
179,170
-6%
增持
OUNZ
VANECK MERK GOLD ETF
+$716.3K
39,740
+109%
增持
CI
THE CIGNA GROUP
+$713.9K
11,397
+4%
增持
SPYI
NEOS ETF TRUST
+$710.7K
29,107
+116%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$702.3K
65,031
-12%
增持
CVX
CHEVRON CORP NEW
+$698.0K
19,743
+10%
建仓
PFEB
INNOVATOR ETFS TRUST
+$691.8K
19,314
清仓
BBIN
J P MORGAN EXCHANGE TRADED F
-$676.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$652.1K
22,774
-7%
减持
DGRW
WISDOMTREE TR
-$647.6K
40,520
-16%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$607.9K
0
-100%
减持
VIS
VANGUARD WORLD FD
-$606.7K
2,472
-48%
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$602.5K
15,801
减持
IVV
ISHARES TR
-$595.1K
3,454
-20%
增持
JPM
JPMORGAN CHASE & CO.
+$587.0K
7,206
+46%
清仓
ITB
ISHARES TR
-$582.6K
0
-100%
增持
MO
ALTRIA GROUP INC
+$576.4K
62,316
+3%
增持
QQQ
INVESCO QQQ TR
-$563.2K
58,044
+7%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$562.6K
8,248
减持
DIS
DISNEY WALT CO
-$559.6K
29,903
-5%
减持
ULTA
ULTA BEAUTY INC
-$542.0K
6,208
-4%
增持
META
META PLATFORMS INC
+$540.0K
11,497
+11%
增持
TUGN
LISTED FD TR
+$528.3K
36,386
+240%
增持
XYLD
GLOBAL X FDS
+$520.5K
47,544
+47%
增持
VYMI
VANGUARD WHITEHALL FDS
+$515.2K
15,539
+67%
建仓
KIE
SPDR SER TR
+$496.6K
8,205
增持
GPC
GENUINE PARTS CO
+$495.1K
20,532
+22%
清仓
FIDU
FIDELITY COVINGTON TRUST
-$493.4K
0
-100%
减持
FDVV
FIDELITY COVINGTON TRUST
-$492.7K
40,931
-19%
减持
JUNM
FIRST TR EXCHNG TRADED FD VI
-$492.4K
30,343
-33%
增持
XLC
SELECT SECTOR SPDR TR
+$488.7K
15,847
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$486.6K
112,869
+9%
增持
—
MEDTRONIC PLC
+$484.2K
35,865
+5%
建仓
IPAY
AMPLIFY ETF TR
+$476.8K
8,960
减持
PAPR
INNOVATOR ETFS TRUST
-$475.2K
82,104
-11%
建仓
GDX
VANECK ETF TRUST
+$474.0K
10,311
增持
SPY
SPDR S&P 500 ETF TR
+$470.1K
4,645
+28%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$468.0K
44,422
+73%
清仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$461.9K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$450.6K
9,129
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$444.3K
0
-100%
增持
MLPX
GLOBAL X FDS
+$436.9K
23,978
+33%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$427.0K
0
-100%
增持
QYLD
GLOBAL X FDS
+$421.6K
186,984
+27%
减持
CMCSA
COMCAST CORP NEW
-$421.5K
87,152
-10%
清仓
FTHI
FIRST TR EXCHANGE-TRADED FD
-$414.3K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$412.9K
34,096
+27%
建仓
KCE
SPDR SER TR
+$411.3K
3,260
清仓
USDU
WISDOMTREE TR
-$410.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$409.8K
5,723
+72%
减持
VUG
VANGUARD INDEX FDS
-$408.6K
2,804
-21%
减持
STIP
ISHARES TR
-$394.1K
18,716
-19%
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$389.6K
11,564
清仓
QFLR
INNOVATOR ETFS TRUST
-$386.3K
0
-100%
增持
GOOG
ALPHABET INC
-$385.9K
17,331
+7%
增持
OMC
OMNICOM GROUP INC
+$384.7K
37,100
+19%
增持
HSY
HERSHEY CO
+$371.9K
16,015
+15%
清仓
—
BLACKROCK INC
-$365.7K
0
-100%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$357.2K
10,022
建仓
VTIP
VANGUARD MALVERN FDS
+$356.1K
7,137
增持
GIS
GENERAL MLS INC
+$355.7K
43,412
+24%
建仓
CGUI
CAPITAL GRP FIXED INCM ETF T
+$354.5K
14,073
建仓
APOC
INNOVATOR ETFS TRUST
+$352.1K
14,040
减持
SBUX
STARBUCKS CORP
-$351.9K
31,128
-54%
清仓
—
ARISTA NETWORKS INC
-$347.2K
0
-100%
清仓
BITB
BITWISE BITCOIN ETF TR
-$346.5K
0
-100%
增持
CALF
PACER FDS TR
-$336.4K
97,441
+7%
减持
FNGS
BANK MONTREAL MEDIUM
-$335.0K
30,595
-6%
建仓
UBER
UBER TECHNOLOGIES INC
+$333.9K
4,583
增持
VIRT
VIRTU FINL INC
+$333.1K
16,201
+103%
增持
PAVE
GLOBAL X FDS
+$331.1K
397,325
+10%
增持
VXUS
VANGUARD STAR FDS
+$329.5K
8,654
+145%
增持
MCD
MCDONALDS CORP
+$327.8K
12,179
+2%
建仓
CRPT
FIRST TR EXCHNG TRADED FD VI
+$326.4K
26,690
清仓
ECOW
PACER FDS TR
-$324.1K
0
-100%
清仓
APP
APPLOVIN CORP
-$323.2K
0
-100%
建仓
HYGH
ISHARES U S ETF TR
+$321.1K
3,769
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$316.1K
5,862
-39%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$314.8K
4,436
-48%
建仓
BLK
BLACKROCK INC
+$311.9K
329
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$311.8K
22,685
-25%
增持
XLF
SELECT SECTOR SPDR TR
+$311.0K
55,315
+9%
建仓
COWG
PACER FDS TR
+$303.8K
9,867
建仓
DECM
FIRST TR EXCHNG TRADED FD VI
+$301.0K
9,847
增持
SPDW
SPDR INDEX SHS FDS
+$300.5K
96,659
+2%
建仓
SLB
SCHLUMBERGER LTD
+$298.4K
7,138
增持
FNCL
FIDELITY COVINGTON TRUST
+$296.7K
7,413
+133%
清仓
GWW
GRAINGER W W INC
-$288.8K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$287.2K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$285.3K
41,198
+18%
增持
JNJ
JOHNSON & JOHNSON
+$282.5K
7,401
+13%
清仓
NOW
SERVICENOW INC
-$282.0K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$281.2K
3,236
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$276.1K
109,795
+2%
减持
LOW
LOWES COS INC
-$275.7K
12,025
-4%
清仓
CNC
CENTENE CORP DEL
-$272.7K
0
-100%
建仓
NOVM
FIRST TR EXCHNG TRADED FD VI
+$271.8K
8,929
增持
FXY
INVESCO CURRENCYSHARES JAPAN
+$271.1K
18,254
+26%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$270.8K
189
减持
IWM
ISHARES TR
-$269.3K
1,426
-43%
清仓
BIL
SPDR SER TR
-$266.5K
0
-100%
清仓
EPI
WISDOMTREE TR
-$266.0K
0
-100%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$255.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$254.5K
0
-100%
清仓
IR
INGERSOLL RAND INC
-$254.3K
0
-100%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
-$251.1K
268,405
+5%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$247.9K
0
-100%
建仓
GEV
GE VERNOVA INC
+$247.3K
810
建仓
—
BARRICK GOLD CORP
+$244.9K
12,598
