13F 机构持仓

HAZLETT, BURT & WATSON, INC.

WHEELING WV · SEC CIK 0000046392

2026Q22026Q1 更早 9 个季度 🔒
$3.20亿2026Q1 申报市值
923持仓数
25.0%前十大占比 · 第一大 5.1%
38 / 47新建仓 / 清仓
申报市值走势$3.77亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.1%
QQQ 4.5%
NVDA 3.2%
AMZN 2.7%
MSFT 2.4%
EXXON MOBIL CO 2.0%
JNJ 1.4%
GOOG 1.4%
LMT 1.2%
AVGO 1.1%

2026Q1 买入最多 按季末市值估算

IVE 加仓+$122.09万
IVW 加仓+$106.86万
VCIT 加仓+$86.21万
VEA 加仓+$74.22万
ETN 加仓+$65.07万

2026Q1 卖出最多 按季末市值估算

SCHD 减仓-$44.11万
VUSB 清仓-$30.80万
BX 减仓-$25.15万
AZN 清仓-$17.50万
DGRO 减仓-$16.61万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
OSUR ORASURE TECHNOLOGIES INC $5,0000.00%1,500 00.0% — 不变
— TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 $5,0000.00%1 00.0% — 不变
CGNG CAPITAL GROUP NEW GEOGRAPHY $5,0000.00%150 150— $5,000 新建仓
AKRE PROFESIONALLY MANAGED PORTFO $5,0000.00%100 100— $5,000 新建仓
ASA ASA GOLD AND PRECIOUS MTLS L $6,0000.00%100 -78-43.8% -$4,680 减仓
AEM AGNICO EAGLE MINES LTD $6,0000.00%30 -30-50.0% -$6,000 减仓
TWLO TWILIO INC $6,0000.00%50 00.0% — 不变
DXCM DEXCOM INC $6,0000.00%100 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $6,0000.00%13 18.3% $462 加仓
— ETF OPPORTUNITIES TRUST $6,0000.00%151 00.0% — 不变
PMAY INNOVATOR ETFS TRUST $6,0000.00%140 00.0% — 不变
LTH LIFE TIME GROUP HOLDINGS INC $6,0000.00%240 00.0% — 不变
DFEM DIMENSIONAL ETF TRUST $6,0000.00%180 00.0% — 不变
CCL CARNIVAL CORP $6,0000.00%200 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $6,0000.00%148 10.7% $41 加仓
FXO FIRST TR EXCHANGE-TRADED FD $6,0000.00%100 00.0% — 不变
FRBA FIRST BK WILLIAMSTOWN NEW JE $6,0000.00%386 00.0% — 不变
A AGILENT TECHNOLOGIES INC $6,0000.00%50 50— $6,000 新建仓
PFXF VANECK ETF TRUST $6,0000.00%350 350— $6,000 新建仓
MFC MANULIFE FINL CORP $6,0000.00%160 160— $6,000 新建仓
GWRE GUIDEWIRE SOFTWARE INC $7,0000.00%50 -105-67.7% -$1.47万 减仓
— BROADCOM INC 看涨期权 $7,0000.00%2 00.0% — 不变
AGI ALAMOS GOLD INC $7,0000.00%150 -150-50.0% -$7,000 减仓
USHY ISHARES TR $7,0000.00%194 -68-26.0% -$2,454 减仓
BLOK AMPLIFY ETF TR $7,0000.00%139 00.0% — 不变
ROKU ROKU INC $7,0000.00%76 00.0% — 不变
— NUVEEN REAL ESTATE INCOME FD $7,0000.00%1,000 00.0% — 不变
EUAD SPINNAKER ETF SERIES $7,0000.00%182 10.6% $38 加仓
BLV VANGUARD BD INDEX FDS $7,0000.00%102 00.0% — 不变
DAL DELTA AIR LINES INC $7,0000.00%102 00.0% — 不变
AMP AMERIPRISE FINL INC $7,0000.00%15 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $7,0000.00%141 00.0% — 不变
BF/B BROWN FORMAN CORP $7,0000.00%250 00.0% — 不变
SHY ISHARES TR $7,0000.00%88 00.0% — 不变
IR INGERSOLL RAND INC $7,0000.00%88 00.0% — 不变
BNS BANK NOVA SCOTIA B C $7,0000.00%100 00.0% — 不变
STWD STARWOOD PPTY TR INC $7,0000.00%400 00.0% — 不变
RSG REPUBLIC SVCS INC $7,0000.00%30 00.0% — 不变
TTE TOTALENERGIES SE $7,0000.00%75 00.0% — 不变
BE BLOOM ENERGY CORP $7,0000.00%52 00.0% — 不变
GLDM WORLD GOLD TR $7,0000.00%70 70— $7,000 新建仓
ECHO ECHOSTAR CORP $7,0000.00%55 55— $7,000 新建仓
— ALPHABET INC 看涨期权 $8,0000.00%8 00.0% — 不变
GJUN FIRST TR EXCHNG TRADED FD VI $8,0000.00%200 -165-45.2% -$6,600 减仓
JOBY JOBY AVIATION INC $8,0000.00%970 -87-8.2% -$718 减仓
GSLC GOLDMAN SACHS ETF TR $8,0000.00%64 -3-4.5% -$375 减仓
JPEF J P MORGAN EXCHANGE TRADED F $8,0000.00%116 00.0% — 不变
HOG HARLEY DAVIDSON INC $8,0000.00%419 51.2% $95 加仓
BUFB INNOVATOR ETFS TRUST $8,0000.00%219 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $8,0000.00%262 00.0% — 不变
BALL BALL CORP $8,0000.00%140 00.0% — 不变
NEOG NEOGEN CORP $8,0000.00%877 00.0% — 不变
— INNOVATOR ETFS TRUST $8,0000.00%260 260— $8,000 新建仓
— PALANTIR TECHNOLOGIES INC 看涨期权 $9,0000.00%1 -1-50.0% -$9,000 减仓
EL LAUDER ESTEE COS INC $9,0000.00%125 00.0% — 不变
QUBT QUANTUM COMPUTING INC $9,0000.00%1,251 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $9,0000.00%170 00.0% — 不变
IART INTEGRA LIFESCIENCES HLDGS C $9,0000.00%925 00.0% — 不变
BXSL BLACKSTONE SECD LENDING FD $9,0000.00%387 112.9% $256 加仓
RKLB ROCKET LAB CORP $9,0000.00%142 00.0% — 不变
STN STANTEC INC $9,0000.00%100 00.0% — 不变
SLF SUN LIFE FINANCIAL INC. $9,0000.00%150 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $9,0000.00%200 00.0% — 不变
PTMC PACER FDS TR $9,0000.00%250 00.0% — 不变
FITB FIFTH THIRD BANCORP $9,0000.00%185 21.1% $97 加仓
VPU VANGUARD WORLD FD $9,0000.00%47 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $9,0000.00%394 00.0% — 不变
WT WISDOMTREE INC $9,0000.00%600 00.0% — 不变
CC CHEMOURS CO $9,0000.00%400 00.0% — 不变
RDW REDWIRE CORPORATION $9,0000.00%1,000 1,000— $9,000 新建仓
HIMS HIMS &HERS HEALTH INC $1.00万0.00%500 -1,377-73.4% -$2.75万 减仓
HELE HELEN OF TROY LTD $1.00万0.00%740 -800-51.9% -$1.08万 减仓
GEN GEN DIGITAL INC $1.00万0.00%541 00.0% — 不变
QLTY GMO ETF TRUST $1.00万0.00%274 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $1.00万0.00%225 00.0% — 不变
— VOYA GLBL ADV &PREM OPP FD $1.00万0.00%1,000 00.0% — 不变
HDV ISHARES TR $1.00万0.00%78 00.0% — 不变
CGUI CAPITAL GRP FIXED INCM ETF T $1.00万0.00%383 20.5% $52 加仓
WMK WEIS MKTS INC $1.00万0.00%143 00.0% — 不变
CAH CARDINAL HEALTH INC $1.00万0.00%51 36.2% $588 加仓
— INVESCO EXCHANGE TRADED FD T $1.00万0.00%250 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $1.00万0.00%300 00.0% — 不变
TOPT ISHARES TR $1.00万0.00%300 300— $1.00万 新建仓
SOUN SOUNDHOUND AI INC $1.10万0.00%1,562 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $1.10万0.00%375 -85-18.5% -$2,493 减仓
LDOS LEIDOS HOLDINGS INC $1.10万0.00%71 00.0% — 不变
CNP CENTERPOINT ENERGY INC $1.10万0.00%261 -87-25.0% -$3,667 减仓
TECH BIO-TECHNE CORP $1.10万0.00%215 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.10万0.00%142 00.0% — 不变
ASH ASHLAND INC $1.10万0.00%200 00.0% — 不变
IDCC INTERDIGITAL INC $1.10万0.00%37 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $1.10万0.00%24 00.0% — 不变
ITA ISHARES TR $1.10万0.00%49 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $1.10万0.00%1,075 191.8% $194 加仓
CHT CHUNGHWA TELECOM CO LTD $1.10万0.00%250 00.0% — 不变
NOBL PROSHARES TR $1.10万0.00%100 00.0% — 不变
WEC WEC ENERGY GROUP INC $1.10万0.00%96 00.0% — 不变
KIM KIMCO REALTY CORP $1.10万0.00%533 10324.0% $2,126 加仓
EIX EDISON INTL $1.10万0.00%150 00.0% — 不变
WAT WATERS CORP $1.10万0.00%35 35— $1.10万 新建仓