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Howard Capital Management Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Howard Capital Management Group, LLC
报告期 2026-03-31 · CIK 0001860501
持仓数
143
前50大市值合计
$1.46B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 100 项
建仓 11
增持 56
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
NVDA
Nvidia Corp
+$26.0M
1,039,214
-2%
建仓
EQT
EQT Corp
+$22.9M
420,590
增持
AAPL
Apple Inc
+$21.6M
429,144
+0%
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
GOOGL
Alphabet Inc. Class A
+$20.8M
306,646
+0%
减持
VMC
Vulcan Materials
+$6.4M
137,814
-0%
减持
BX
Blackstone Group Inc
+$6.1M
288,573
-0%
减持
SPY
SPDR S&P 500 ETF
+$5.9M
148,449
-1%
增持
TJX
TJX Companies Inc
+$5.7M
250,837
+1%
增持
—
Accenture PLC Class A
-$5.5M
114,478
+1%
减持
JPM
JPMorgan Chase
+$5.1M
205,464
-0%
增持
XAR
SPDR S&P Aerospace Def ETF
+$4.8M
189,800
+1%
增持
TMO
Thermo Fisher Scientific
+$4.8M
57,491
+1%
增持
MSFT
Microsoft
+$4.4M
192,848
+0%
增持
IQV
Iqvia Holdings Inc
+$4.4M
129,644
+1%
增持
GOOG
Alphabet Inc. Class C
+$3.9M
58,815
+0%
增持
CRM
Salesforce
-$3.9M
115,150
+1%
增持
COST
Costco Wholesale Co
-$3.3M
56,639
+1%
增持
ICE
Intercontinental Exchange Inc
-$3.1M
207,930
+0%
增持
ATR
Aptargroup Inc
-$2.9M
133,296
+1%
增持
PH
Parker-Hannifin Corp
+$2.4M
37,934
+0%
增持
VB
Vanguard Small Cap ETF
+$2.3M
107,764
+2%
减持
IYW
iShares US Technology ETF
+$2.0M
182,791
-6%
增持
XLI
Select Sector Industrial SPDR ETF
+$2.0M
22,012
+137%
增持
XLV
SPDR Select Sector Health Care ETF
+$1.8M
66,805
+19%
增持
KO
Coca-Cola
-$1.6M
410,870
+1%
减持
MRK
Merck & Co. Inc.
+$1.5M
310,960
-0%
增持
GPK
Graphic Packaging HL
-$1.3M
1,069,223
+1%
增持
AME
Ametek Inc New
+$1.2M
156,467
+0%
增持
V
Visa Inc Class A
-$1.1M
105,626
+1%
增持
ZTS
Zoetis Inc Class A
-$894.5K
106,092
+1%
增持
SPG
Simon Property Group
+$593.5K
4,439
+198%
增持
AMZN
Amazon
+$581.7K
353,944
+1%
增持
TSLA
Tesla Motors
+$580.7K
4,190
+4%
增持
ORCL
Oracle Corp
+$522.0K
7,813
+2%
减持
JNJ
Johnson & Johnson
+$520.8K
16,409
-1%
建仓
O
Realty Income Corp
+$486.3K
8,000
增持
MO
Altria Group Inc
+$481.5K
43,628
+7%
增持
VCSH
Vanguard Short Term Cor BD ETF
+$467.5K
370,104
+1%
建仓
BMY
Bristol-Myers Squibb
+$394.0K
8,736
增持
QQQ
Invesco QQQ Trust
+$359.7K
6,475
+1%
建仓
GD
General Dynamics Corp
+$312.9K
918
建仓
GS
Goldman Sachs Group
+$289.9K
364
增持
DIS
Disney Walt Co
+$270.7K
10,306
+41%
增持
CVX
Chevron Corp.
+$250.8K
5,593
+30%
建仓
VZ
Verizon
+$248.3K
5,649
清仓
LDOS
Leidos Holdings Inc
-$236.6K
0
-100%
建仓
INTC
Intel
+$233.2K
6,949
增持
AVGO
Broadcom Inc
+$226.6K
3,226
+6%
减持
IYG
iShares US Financial Ser ETF
+$225.4K
96,013
-2%
清仓
XBI
SPDR S&P Biotech ETF
-$219.0K
0
-100%
清仓
VRSK
Verisk Analytics Ord SHS
-$214.3K
0
-100%
建仓
EME
Emcor Group Inc Com
+$211.1K
325
清仓
NVO
Novo Nordisk ADR
-$208.6K
0
-100%
建仓
IDGT
iShares North American Tech ETF
+$207.8K
2,396
减持
XLP
SPDR Fund Consumer Staples ETF
-$207.1K
71,443
-0%
建仓
XLK
SPDR Technology Select ETF
+$206.3K
732
清仓
TXN
Texas Instruments
-$203.3K
0
-100%
清仓
VEA
Vanguard Tax-Managed Europe Pac ETF
-$201.6K
0
-100%
减持
XLY
SPDR Fund Consumer Discre Sel ETF
+$198.4K
17,057
-5%
增持
—
ExxonMobil
+$188.8K
16,308
+7%
增持
IBM
IBM
+$146.6K
3,566
+22%
增持
GE
General Electric Co
+$145.5K
3,284
+0%
建仓
GLD
SPDR Gold Shares ETF
+$122.6K
345
增持
SO
Southern Co
+$120.3K
9,698
+11%
增持
DHI
D R Horton Co
+$110.2K
2,704
+0%
增持
IBIT
iShares Bitcoin TR
+$107.5K
25,690
+1%
增持
META
Meta Platforms, Inc.
+$107.3K
1,720
+10%
增持
LLY
Eli Lilly & Co
+$104.2K
768
+24%
增持
NFLX
Netflix Inc
+$100.3K
240
+71%
清仓
GILD
Gilead Sciences Inc
-$92.6K
0
-100%
增持
WMT
Wal-Mart
+$91.9K
12,188
+2%
减持
HON
Honeywell Intl Inc
-$79.7K
2,521
-4%
减持
PG
Procter & Gamble
-$76.5K
8,240
-2%
增持
QCOM
Qualcomm Inc
+$74.7K
10,429
+0%
减持
IBB
iShares Biotechnology ETF
-$73.9K
33,512
-14%
增持
XYL
Xylem Inc.
+$63.5K
3,493
+0%
减持
XLC
SPDR Communication SVS SLCT Sec ETF
-$62.3K
6,685
-15%
减持
XLU
Utilities Select Sector SPDR
-$62.0K
3,770
-21%
增持
TSM
Taiwan Semiconductor ADR
+$52.1K
957
+1%
减持
HD
Home Depot
+$45.5K
1,892
-4%
减持
SPYM
SPDR Portfolio S&P 500 ETF
-$45.0K
4,396
-18%
增持
NEE
Nextera Energy Inc
+$37.7K
4,019
+5%
减持
PHO
Invesco Water Resources ETF
-$36.3K
7,810
-9%
增持
AMGN
Amgen Inc.
+$27.2K
5,374
+1%
减持
PEP
Pepsico Inc
+$26.2K
4,481
-2%
减持
SPDW
SPDR Portfolio Developed World Ex-US ETF
+$25.4K
11,200
-0%
增持
UNP
Union Pacific Corp
+$24.5K
2,252
+2%
增持
PANW
Palo Alto Networks
+$21.5K
214,672
+1%
增持
HIG
Hartford Financial
+$17.2K
2,356
+1%
增持
EMR
Emerson Electric Co
+$15.9K
2,030
+8%
减持
MDY
SPDR S&P Midcap 400 ETF
-$14.6K
655
-8%
减持
IVV
iShares Core S&P 500 ETF
-$12.6K
830
-9%
增持
T
AT&T
-$12.1K
19,668
+0%
增持
DHR
Danaher Corporation
+$11.3K
1,159
+5%
减持
VO
Vanguard Mid-Cap ETF
+$9.8K
2,453
-3%
减持
—
Altair Global Credit
-$9.6K
81,106
-11%
增持
SBUX
Starbucks Corp
-$9.3K
3,519
+5%
增持
ABT
Abbott Laboratories
+$7.5K
2,164
+4%
减持
XLF
Financial Select Sector SPDR Fund
-$6.1K
33,958
-3%
增持
CSCO
Cisco Systems
-$3.8K
11,153
+1%
