HAZLETT, BURT & WATSON, INC.
WHEELING WV · SEC CIK 0000046392
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,632.30万 | 5.10% | 64,259 | -176 | -0.3% | -$4.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,437.70万 | 4.50% | 24,869 | 352 | 1.4% | $20.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,007.40万 | 3.15% | 57,766 | 36 | 0.1% | $6,278 | 加仓 |
| AMZN | AMAZON COM INC | $855.80万 | 2.68% | 41,119 | 986 | 2.5% | $20.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $762.90万 | 2.39% | 20,599 | 1,148 | 5.9% | $42.52万 | 加仓 |
| — | EXXON MOBIL CORP | $648.10万 | 2.03% | 38,221 | -369 | -1.0% | -$6.26万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $446.40万 | 1.40% | 18,273 | -572 | -3.0% | -$13.97万 | 减仓 |
| GOOG | ALPHABET INC | $442.30万 | 1.38% | 15,411 | -96 | -0.6% | -$2.76万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $393.50万 | 1.23% | 6,517 | 11 | 0.2% | $6,642 | 加仓 |
| AVGO | BROADCOM INC | $367.40万 | 1.15% | 11,887 | 156 | 1.3% | $4.82万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $363.40万 | 1.14% | 17,467 | 63 | 0.4% | $1.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $340.30万 | 1.06% | 6,815 | -139 | -2.0% | -$6.94万 | 减仓 |
| IVE | ISHARES TR | $339.80万 | 1.06% | 16,081 | 5,778 | 56.1% | $122.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $329.90万 | 1.03% | 6,880 | 10 | 0.1% | $4,795 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $324.30万 | 1.01% | 15,072 | 970 | 6.9% | $20.87万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $313.10万 | 0.98% | 10,642 | 110 | 1.0% | $3.24万 | 加仓 |
| GOOGL | ALPHABET INC | $312.50万 | 0.98% | 10,836 | -203 | -1.8% | -$5.85万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $308.50万 | 0.96% | 18,659 | 913 | 5.1% | $15.10万 | 加仓 |
| IVW | ISHARES TR | $303.80万 | 0.95% | 26,830 | 9,437 | 54.3% | $106.86万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $298.80万 | 0.93% | 37,795 | 2,130 | 6.0% | $16.84万 | 加仓 |
| DVY | ISHARES TR | $296.30万 | 0.93% | 19,580 | 120 | 0.6% | $1.82万 | 加仓 |
| PAVE | GLOBAL X FDS | $290.00万 | 0.91% | 57,115 | 1,993 | 3.6% | $10.12万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $275.00万 | 0.86% | 171,883 | 4,406 | 2.6% | $7.05万 | 加仓 |
| CAT | CATERPILLAR INC | $270.40万 | 0.85% | 3,817 | 78 | 2.1% | $5.53万 | 加仓 |
| DGRO | ISHARES TR | $246.40万 | 0.77% | 35,047 | -2,363 | -6.3% | -$16.61万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $238.10万 | 0.74% | 77,466 | -14,350 | -15.6% | -$44.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $236.80万 | 0.74% | 2,372 | 77 | 3.4% | $7.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $236.60万 | 0.74% | 3,391 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $234.50万 | 0.73% | 12,150 | 21 | 0.2% | $4,053 | 加仓 |
| ABBV | ABBVIE INC | $233.60万 | 0.73% | 10,737 | 6 | 0.1% | $1,305 | 加仓 |
| HSY | HERSHEY CO | $231.40万 | 0.72% | 11,134 | -302 | -2.6% | -$6.28万 | 减仓 |
| LLY | ELI LILLY &CO | $224.40万 | 0.70% | 2,426 | 53 | 2.2% | $4.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $223.40万 | 0.70% | 6,616 | 10 | 0.2% | $3,377 | 加仓 |
| TLH | ISHARES TR | $221.70万 | 0.69% | 22,023 | 952 | 4.5% | $9.58万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $221.60万 | 0.69% | 15,341 | -746 | -4.6% | -$10.78万 | 减仓 |
| ASML | ASML HLDG NV | $220.50万 | 0.69% | 1,670 | 5 | 0.3% | $6,602 | 加仓 |
| MGV | VANGUARD WORLD FD | $210.80万 | 0.66% | 14,560 | 9 | 0.1% | $1,303 | 加仓 |
| IJJ | ISHARES TR | $208.80万 | 0.65% | 15,785 | 2,982 | 23.3% | $39.45万 | 加仓 |
| UNP | UNION PAC CORP | $199.70万 | 0.62% | 8,231 | -100 | -1.2% | -$2.43万 | 减仓 |
| ORCL | ORACLE CORP | $189.90万 | 0.59% | 12,900 | -112 | -0.9% | -$1.65万 | 减仓 |
| HD | HOME DEPOT INC | $189.10万 | 0.59% | 5,744 | 58 | 1.0% | $1.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $188.50万 | 0.59% | 12,875 | 103 | 0.8% | $1.51万 | 加仓 |
| META | META PLATFORMS INC | $188.40万 | 0.59% | 3,288 | 213 | 6.9% | $12.20万 | 加仓 |
| V | VISA INC | $188.30万 | 0.59% | 6,216 | 129 | 2.1% | $3.91万 | 加仓 |
| DGRW | WISDOMTREE TR | $176.50万 | 0.55% | 20,080 | 833 | 4.3% | $7.32万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $159.40万 | 0.50% | 4,642 | 6 | 0.1% | $2,060 | 加仓 |
| IGM | ISHARES TR | $155.90万 | 0.49% | 13,142 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $149.30万 | 0.47% | 1,765 | 17 | 1.0% | $1.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $147.90万 | 0.46% | 7,132 | -80 | -1.1% | -$1.66万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $147.20万 | 0.46% | 26,727 | 329 | 1.2% | $1.81万 | 加仓 |
| IHI | ISHARES TR | $144.60万 | 0.45% | 27,133 | 477 | 1.8% | $2.54万 | 加仓 |
| EMR | EMERSON ELEC CO | $144.20万 | 0.45% | 11,001 | 97 | 0.9% | $1.27万 | 加仓 |
| COWZ | PACER FDS TR | $142.90万 | 0.45% | 22,765 | 594 | 2.7% | $3.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $137.80万 | 0.43% | 16,621 | 10,398 | 167.1% | $86.21万 | 加仓 |
| GLD | SPDR GOLD TR | $135.70万 | 0.42% | 3,151 | 6 | 0.2% | $2,584 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $135.10万 | 0.42% | 27,327 | -38 | -0.1% | -$1,879 | 减仓 |
| KO | COCA COLA CO | $134.70万 | 0.42% | 17,680 | -99 | -0.6% | -$7,543 | 减仓 |
| ALL | ALLSTATE CORP | $134.60万 | 0.42% | 6,490 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $131.60万 | 0.41% | 11,099 | 1,300 | 13.3% | $15.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $129.50万 | 0.40% | 5,139 | 11 | 0.2% | $2,772 | 加仓 |
| NFLX | NETFLIX INC. | $127.70万 | 0.40% | 13,260 | -605 | -4.4% | -$5.83万 | 减仓 |
| IJK | ISHARES TR | $126.60万 | 0.40% | 12,571 | 2,296 | 22.3% | $23.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $124.70万 | 0.39% | 1,919 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $124.60万 | 0.39% | 6,567 | -25 | -0.4% | -$4,743 | 减仓 |
| AMAT | APPLIED MATLS INC | $123.40万 | 0.39% | 3,610 | 15 | 0.4% | $5,127 | 加仓 |
| AMGN | AMGEN INC | $121.40万 | 0.38% | 3,450 | 5 | 0.1% | $1,759 | 加仓 |
| WMT | WALMART INC | $120.60万 | 0.38% | 9,733 | 399 | 4.3% | $4.94万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $117.90万 | 0.37% | 9,609 | 115 | 1.2% | $1.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $115.20万 | 0.36% | 6,326 | 243 | 4.0% | $4.43万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $115.20万 | 0.36% | 15,407 | 981 | 6.8% | $7.34万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $114.60万 | 0.36% | 24,145 | 11,359 | 88.8% | $53.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $112.70万 | 0.35% | 11,337 | 791 | 7.5% | $7.86万 | 加仓 |
| GE | GE AEROSPACE | $112.50万 | 0.35% | 3,974 | 156 | 4.1% | $4.42万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $111.70万 | 0.35% | 17,378 | 11,547 | 198.0% | $74.22万 | 加仓 |
| MOAT | VANECK ETF TRUST | $111.40万 | 0.35% | 11,533 | -87 | -0.7% | -$8,404 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $110.70万 | 0.35% | 8,429 | 300 | 3.7% | $3.94万 | 加仓 |
| PEP | PEPSICO INC | $110.30万 | 0.34% | 7,123 | 52 | 0.7% | $8,052 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $109.40万 | 0.34% | 32,424 | 1,028 | 3.3% | $3.47万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $106.90万 | 0.33% | 25,832 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $100.50万 | 0.31% | 2,052 | 88 | 4.5% | $4.31万 | 加仓 |
| IWD | ISHARES TR | $100.00万 | 0.31% | 4,685 | 1 | 0.0% | $213 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $96.20万 | 0.30% | 18,402 | 11,617 | 171.2% | $60.73万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $93.60万 | 0.29% | 11,038 | 2,310 | 26.5% | $19.59万 | 加仓 |
| DOV | DOVER CORP | $91.00万 | 0.28% | 4,363 | -27 | -0.6% | -$5,631 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $90.50万 | 0.28% | 2,310 | 110 | 5.0% | $4.31万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.10万 | 0.28% | 13,492 | -24 | -0.2% | -$1,585 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $88.30万 | 0.28% | 28,912 | -604 | -2.0% | -$1.84万 | 减仓 |
| FULT | FULTON FINL CORP PA | $88.30万 | 0.28% | 43,432 | 1,466 | 3.5% | $2.98万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $88.20万 | 0.28% | 8,048 | 2 | 0.0% | $219 | 加仓 |
| SDY | SPDR SERIES TRUST | $88.20万 | 0.28% | 6,053 | -103 | -1.7% | -$1.50万 | 减仓 |
| ETN | EATON CORP PLC | $87.40万 | 0.27% | 2,438 | 1,815 | 291.3% | $65.07万 | 加仓 |
| QCOM | QUALCOMM INC | $85.60万 | 0.27% | 6,638 | 4 | 0.1% | $516 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $84.40万 | 0.26% | 28,972 | -1,734 | -5.6% | -$5.05万 | 减仓 |
| IWF | ISHARES TR | $84.40万 | 0.26% | 1,979 | -38 | -1.9% | -$1.62万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $84.40万 | 0.26% | 17,411 | 11,038 | 173.2% | $53.51万 | 加仓 |
| GEV | GE VERNOVA INC | $83.70万 | 0.26% | 960 | 20 | 2.1% | $1.74万 | 加仓 |
| CMI | CUMMINS INC | $80.80万 | 0.25% | 1,503 | 0 | 0.0% | — | 不变 |
| VSDB | VANGUARD MALVERN FDS | $80.40万 | 0.25% | 10,496 | 7,004 | 200.6% | $53.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $80.00万 | 0.25% | 6,018 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $79.10万 | 0.25% | 10,208 | -949 | -8.5% | -$7.35万 | 减仓 |