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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 94 项
建仓 7
增持 38
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
ROK
Rockwell Automation Inc
+$23.7M
65,905
减持
NVDA
Nvidia Corp
-$22.9M
949,587
-6%
增持
MSFT
Microsoft
-$20.6M
191,181
+1%
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
BX
Blackstone Group Inc
-$10.2M
287,124
+2%
减持
GOOGL
Alphabet Inc. Class A
-$8.9M
291,686
-2%
减持
JPM
JPMorgan Chase
-$8.1M
189,974
-4%
增持
AAPL
Apple Inc
-$7.5M
418,385
+0%
增持
AMZN
Amazon
-$7.3M
351,247
+1%
增持
CRM
Salesforce
-$6.3M
127,785
+12%
增持
IQV
Iqvia Holdings Inc
-$6.2M
134,519
+4%
减持
COST
Costco Wholesale Co
+$6.0M
53,828
-3%
增持
EQT
EQT Corp
+$5.9M
441,915
+7%
增持
MRK
Merck & Co. Inc.
+$5.2M
308,798
+2%
增持
V
Visa Inc Class A
-$4.4M
105,631
+2%
增持
SPY
SPDR S&P 500 ETF
-$4.4M
148,438
+0%
增持
TMO
Thermo Fisher Scientific
-$4.3M
57,879
+2%
增持
—
Accenture PLC Class A
-$4.3M
131,704
+16%
增持
PANW
Palo Alto Networks
-$4.0M
216,117
+3%
减持
IYW
iShares US Technology ETF
-$3.5M
180,258
-1%
增持
KO
Coca-Cola
+$3.4M
416,199
+3%
增持
XAR
SPDR S&P Aerospace Def ETF
+$2.6M
185,898
+0%
增持
AME
Ametek Inc New
+$2.3M
165,005
+2%
减持
GOOG
Alphabet Inc. Class C
-$2.2M
54,294
-4%
增持
TJX
TJX Companies Inc
+$2.0M
249,473
+1%
增持
PH
Parker-Hannifin Corp
+$1.4M
38,542
+2%
增持
VB
Vanguard Small Cap ETF
+$1.3M
110,269
+3%
增持
ATR
Aptargroup Inc
+$1.2M
136,927
+4%
增持
VMC
Vulcan Materials
-$1.0M
138,669
+2%
增持
—
ExxonMobil
+$804.8K
16,313
+0%
增持
IYG
iShares US Financial Ser ETF
-$795.7K
94,103
+1%
增持
XLI
Select Sector Industrial SPDR ETF
+$743.0K
25,622
+17%
增持
JNJ
Johnson & Johnson
+$632.7K
16,600
+0%
减持
AXP
American Express Co
-$585.3K
8,126
-1%
减持
IBB
iShares Biotechnology ETF
-$566.4K
29,183
-10%
减持
VCSH
Vanguard Short Term Cor BD ETF
-$539.9K
365,205
-1%
减持
LLY
Eli Lilly & Co
-$514.7K
1,380
-17%
减持
QCOM
Qualcomm Inc
-$500.5K
9,960
-4%
增持
XLV
SPDR Select Sector Health Care ETF
-$413.4K
68,462
+1%
增持
ZTS
Zoetis Inc Class A
-$394.8K
108,461
+3%
减持
XLY
SPDR Fund Consumer Discre Sel ETF
-$365.5K
33,466
-0%
减持
TSLA
Tesla Motors
-$357.2K
4,183
-2%
增持
XLP
SPDR Fund Consumer Staples ETF
+$321.9K
71,611
+0%
减持
ISRG
Intuitive Surgical
-$313.5K
1,900
-10%
减持
MO
Altria Group Inc
+$310.5K
37,344
-0%
减持
CVX
Chevron Corp.
+$294.0K
5,465
-0%
增持
ICE
Intercontinental Exchange Inc
-$281.2K
208,970
+2%
减持
IVW
iShares S&P 500 Growth ETF
-$269.0K
13,750
-7%
增持
GEV
GE Vernova Inc
+$259.2K
1,033
+5%
减持
XLF
Financial Select Sector SPDR Fund
-$251.1K
32,254
-4%
建仓
LITE
Lumentum Holdings Inc
+$246.0K
350
减持
QQQ
Invesco QQQ Trust
-$243.3K
6,300
-0%
建仓
EME
Emcor Group Inc
+$240.0K
325
减持
DIS
Disney Walt Co
-$228.1K
8,614
-7%
建仓
FDX
Fedex Corp
+$222.6K
625
减持
CSCO
Cisco Systems
-$218.0K
8,574
-25%
清仓
XLK
SPDR Technology Select ETF
-$210.8K
0
-100%
清仓
IDGT
iShares North American Tech ETF
-$203.7K
0
-100%
建仓
LMT
Lockheed Martin Corp
+$203.1K
336
建仓
ITT
ITT Inc Com
+$202.5K
1,063
清仓
APH
Amphenol Corp CL A
-$202.2K
0
-100%
清仓
DIA
SPDR Dow Jones Industrial Avr ETF
-$201.8K
0
-100%
增持
TSM
Taiwan Semiconductor ADR
+$201.5K
1,455
+52%
建仓
ED
Consolidated Edison
+$201.3K
1,779
清仓
SBUX
Starbucks Corp
-$197.9K
0
-100%
增持
WMT
Wal-Mart
+$183.6K
13,539
+1%
减持
META
Meta Platforms, Inc.
-$178.5K
1,616
-3%
减持
PLTR
Palantir Technologies Inc Class A
-$176.7K
3,910
-7%
增持
IBM
IBM
-$143.4K
3,766
+6%
减持
GE
General Electric Co
-$113.0K
3,273
-3%
减持
PG
Procter & Gamble
-$109.0K
7,537
-10%
减持
AMGN
Amgen Inc.
+$106.0K
5,374
-1%
减持
O
Realty Income Corp
-$83.9K
6,000
-25%
减持
T
AT&T
+$80.8K
19,610
-0%
增持
AVGO
Broadcom Inc
-$79.7K
3,596
+4%
减持
HD
Home Depot
-$74.2K
2,666
-4%
减持
PHO
Invesco Water Resources ETF
-$66.7K
7,200
-8%
减持
ABT
Abbott Laboratories
-$66.3K
2,076
-7%
增持
XYL
Xylem Inc.
-$58.1K
3,496
+0%
减持
XLC
SPDR Communication SVS SLCT Sec ETF
-$52.8K
6,660
-1%
减持
HON
Honeywell Intl Inc
+$47.5K
2,386
-5%
减持
PEP
Pepsico Inc
+$38.8K
4,391
-2%
增持
VOO
Vanguard S&P 500 ETF
-$37.9K
1,300
+0%
增持
BRK/B
Berkshire Hathaway Class B
-$36.0K
7,858
+4%
减持
AMD
Advanced Micro Devices
-$35.5K
1,210
-8%
增持
WFC
Wells Fargo & Co
-$27.5K
5,450
+10%
减持
NEE
Nextera Energy Inc
+$26.9K
3,827
-6%
减持
—
Linde PLC
+$18.7K
528
-7%
清仓
IWR
iShares TR Russell Midcap
-$14.4K
0
-100%
减持
—
Altair Global Credit
-$11.6K
69,033
-14%
减持
PFE
Pfizer
+$10.4K
12,681
-9%
减持
DUK
Duke Energy Corp
+$9.8K
1,013
-3%
减持
HIG
Hartford Financial
-$6.2K
2,351
-0%
减持
BSV
Vanguard Short-Term Bond ETF
-$2.2K
3,641
-0%
减持
GLD
SPDR Gold Shares ETF
+$468
422
-8%
