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
IREN IREN LIMITED $2.10万0.01%600 600— $2.10万 新建仓
FELG FIDELITY COVINGTON TRUST $2.20万0.01%594 00.0% — 不变
DG DOLLAR GEN CORP $2.20万0.01%186 10.5% $118 加仓
AEE AMEREN CORP $2.20万0.01%200 00.0% — 不变
AVAV AEROVIRONMENT INC $2.30万0.01%127 -6-4.5% -$1,087 减仓
HMC HONDA MOTOR CO LTD $2.30万0.01%952 00.0% — 不变
XCHYX CALAMOS CONV &HIGH INCOME F $2.30万0.01%2,100 00.0% — 不变
— PGIM ETF TR $2.30万0.01%466 51.1% $247 加仓
— VOYA GLBL EQTY DIV &PREM OP $2.30万0.01%4,000 00.0% — 不变
— AMICUS THERAPEUTIC $2.30万0.01%1,569 00.0% — 不变
BAX BAXTER INTL INC $2.40万0.01%1,500 00.0% — 不变
DDOG DATADOG INC $2.40万0.01%200 00.0% — 不变
WRB BERKLEY W R CORP $2.40万0.01%360 00.0% — 不变
HACK AMPLIFY ETF TR $2.40万0.01%308 00.0% — 不变
— DIMENSIONAL ETF TRUST $2.40万0.01%608 00.0% — 不变
— DIMENSIONAL ETF TRUST $2.40万0.01%328 00.0% — 不变
TCAL T ROWE PRICE ETF INC $2.40万0.01%1,063 302.9% $677 加仓
WST WEST PHARMACEUTICAL SVSC INC $2.50万0.01%100 00.0% — 不变
IXN ISHARES TR $2.50万0.01%250 00.0% — 不变
YUMC YUM CHINA HLDGS INC $2.50万0.01%509 00.0% — 不变
SNOW SNOWFLAKE INC $2.60万0.01%170 -13-7.1% -$1,988 减仓
CLS CELESTICA INC $2.60万0.01%93 00.0% — 不变
QTUM ETF SER SOLUTIONS $2.60万0.01%240 00.0% — 不变
WTRG ESSENTIAL UTILS INC $2.60万0.01%650 00.0% — 不变
SCZ ISHARES TR $2.60万0.01%336 00.0% — 不变
NUE NUCOR CORP $2.70万0.01%160 -200-55.6% -$3.38万 减仓
APO APOLLO GLOBAL MGMT INC $2.80万0.01%252 -31-11.0% -$3,444 减仓
BR BROADRIDGE FINL SOLUTIONS IN $2.80万0.01%175 00.0% — 不变
CRWV COREWEAVE INC $2.80万0.01%343 -119-25.8% -$9,714 减仓
TECB ISHARES TR $2.80万0.01%500 00.0% — 不变
IYF ISHARES TR $2.80万0.01%230 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $2.80万0.01%437 00.0% — 不变
IUSB ISHARES TR $2.80万0.01%607 00.0% — 不变
PSI INVESCO EXCHANGE TRADED FD T $2.80万0.01%300 00.0% — 不变
NDAQ NASDAQ INC $2.80万0.01%335 335— $2.80万 新建仓
FFIV F5 INC $2.90万0.01%100 00.0% — 不变
VOD VODAFONE GROUP PLC $2.90万0.01%1,909 00.0% — 不变
MMM 3M CO $3.00万0.01%215 00.0% — 不变
QQEW FIRST TR EXCHANGE-TRADED FD $3.00万0.01%233 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $3.00万0.01%1,000 00.0% — 不变
VNQ VANGUARD INDEX FDS $3.10万0.01%348 -92-20.9% -$8,195 减仓
SNPS SYNOPSYS INC $3.10万0.01%77 11.3% $403 加仓
SYFI AB ACTIVE ETFS INC $3.10万0.01%889 00.0% — 不变
CNI CANADIAN NATL RY CO $3.10万0.01%300 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $3.20万0.01%251 00.0% — 不变
QDPL PACER FDS TR $3.20万0.01%800 00.0% — 不变
LW LAMB WESTON HLDGS INC $3.20万0.01%746 00.0% — 不变
CF CF INDUSTRIES HOLD $3.20万0.01%250 00.0% — 不变
HEI HEICO CORP NEW $3.30万0.01%119 00.0% — 不变
PFF ISHARES TR $3.30万0.01%1,073 -100-8.5% -$3,075 减仓
— CB FINL SVCS INC $3.30万0.01%958 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $3.30万0.01%670 00.0% — 不变
SCI SERVICE CORP INTL $3.30万0.01%400 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $3.30万0.01%480 9223.7% $6,325 加仓
URA GLOBAL X FDS $3.30万0.01%675 457.1% $2,200 加仓
VTI VANGUARD INDEX FDS $3.40万0.01%105 -11-9.5% -$3,562 减仓
NNN NNN REIT INC $3.40万0.01%805 00.0% — 不变
COPX GLOBAL X FDS $3.40万0.01%440 00.0% — 不变
GOF GUGGENHEIM STRATEGIC OPPORTU $3.40万0.01%3,055 60024.4% $6,678 加仓
EXC EXELON CORP $3.40万0.01%694 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $3.40万0.01%900 00.0% — 不变
AYI ACUITY INC $3.50万0.01%125 00.0% — 不变
IGOV ISHARES TR $3.50万0.01%861 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $3.50万0.01%298 00.0% — 不变
FHI FEDERATED HERMES INC $3.50万0.01%615 00.0% — 不变
CUBI CUSTOMERS BANCORP INC $3.50万0.01%500 400400.0% $2.80万 加仓
HBAN HUNTINGTON BANCSHARES INC $3.60万0.01%2,312 30.1% $47 加仓
JPC NUVEEN PFD &INCOME OPPORTUN $3.60万0.01%4,943 -23-0.5% -$168 减仓
BA BOEING CO $3.60万0.01%180 -9-4.8% -$1,800 减仓
IYH ISHARES TR $3.60万0.01%585 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $3.60万0.01%228 00.0% — 不变
PMAR INNOVATOR ETFS TRUST $3.60万0.01%800 00.0% — 不变
WELL WELLTOWER INC $3.60万0.01%182 4028.2% $7,912 加仓
VLO VALERO ENERGY CORP $3.60万0.01%146 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $3.70万0.01%1,150 -353-23.5% -$1.14万 减仓
MAIN MAIN STR CAP CORP $3.70万0.01%700 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $3.70万0.01%800 00.0% — 不变
ZTS ZOETIS INC $3.70万0.01%319 10.3% $116 加仓
SPGI S&P GLOBAL INC $3.70万0.01%87 2438.1% $1.02万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $3.80万0.01%2,165 00.0% — 不变
DVN DEVON ENERGY CORP NEW $3.80万0.01%750 00.0% — 不变
VNT VONTIER CORPORATION $3.90万0.01%1,101 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $3.90万0.01%284 00.0% — 不变
HSIC SCHEIN HENRY INC $4.00万0.01%537 -200-27.1% -$1.49万 减仓
FBT FIRST TR EXCHANGE-TRADED FD $4.00万0.01%201 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $4.00万0.01%703 294.3% $1,650 加仓
XSMO INVESCO EXCHANGE TRADED FD T $4.00万0.01%535 00.0% — 不变
LNG CHENIERE ENERGY INC $4.00万0.01%140 107.7% $2,857 加仓
VGIT VANGUARD SCOTTSDALE FDS $4.00万0.01%662 33099.4% $1.99万 加仓
KKR KKR &CO INC $4.10万0.01%450 00.0% — 不变
DEO DIAGEO PLC $4.10万0.01%545 00.0% — 不变
ARCC ARES CAPITAL CORP $4.10万0.01%2,300 00.0% — 不变
REMX VANECK ETF TRUST $4.10万0.01%465 204.5% $1,763 加仓
ABT ABBOTT LABORATORIES $4.20万0.01%407 -10-2.4% -$1,032 减仓
USA LIBERTY ALL STAR EQUITY FD $4.20万0.01%7,595 00.0% — 不变
STXF EA SERIES TRUST $4.20万0.01%994 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $4.20万0.01%2,000 00.0% — 不变
DOW DOW HLDGS INC $4.20万0.01%999 00.0% — 不变
GIS GENERAL MILLS INC $4.20万0.01%1,136 1,136— $4.20万 新建仓
COWG PACER FDS TR $4.30万0.01%1,301 -360-21.7% -$1.19万 减仓