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
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
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
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
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
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
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
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
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
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
NUE NUCOR CORP $2.70万0.01%160 -200-55.6% -$3.38万 减仓
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
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
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
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
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
PEGA PEGASYSTEMS INC $2.10万0.01%490 00.0% — 不变
— CELESTICA INC 看涨期权 $2.10万0.01%2 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $2.10万0.01%800 -124-13.4% -$3,255 减仓
IAI ISHARES TR $2.10万0.01%127 00.0% — 不变
LRGF ISHARES TR $2.10万0.01%321 10.3% $65 加仓
— WARNER BROS DISCOVERY INC $2.10万0.01%748 00.0% — 不变
EFA ISHARES TR $2.10万0.01%220 00.0% — 不变
— PUTNAM ETF TRUST $2.10万0.01%2,502 00.0% — 不变
TPR TAPESTRY INC $2.10万0.01%155 53.3% $677 加仓
SYLD CAMBRIA ETF TR $2.10万0.01%277 10.4% $76 加仓
NRP NATURAL RESOURCE PARTNERS LP $2.10万0.01%175 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2.10万0.01%952 952— $2.10万 新建仓
IREN IREN LIMITED $2.10万0.01%600 600— $2.10万 新建仓
FEX FIRST TR EXCHANGE-TRADED ALP $2.00万0.01%160 -116-42.0% -$1.45万 减仓
DT DYNATRACE INC $2.00万0.01%550 -200-26.7% -$7,273 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $2.00万0.01%185 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2.00万0.01%775 00.0% — 不变
EUSA ISHARES INC $2.00万0.01%191 00.0% — 不变
IBDS ISHARES TR $2.00万0.01%837 70.8% $167 加仓
— INVESCO EXCH TRADED FD TR II $2.00万0.01%415 00.0% — 不变
TGT TARGET CORP $2.00万0.01%166 10.6% $120 加仓
PBR PETROLEO BRASILEIRO S A $2.00万0.01%974 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $1.90万0.01%389 -263-40.3% -$1.28万 减仓
SOFI SOFI TECHNOLOGIES INC $1.90万0.01%1,176 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $1.90万0.01%317 00.0% — 不变
— VANECK ETF TRUST $1.90万0.01%210 00.0% — 不变
STBA S &T BANCORP INC $1.90万0.01%464 00.0% — 不变
GOOD GLADSTONE COMMERCIAL CORP $1.90万0.01%1,700 00.0% — 不变
VDE VANGUARD WORLD FD $1.90万0.01%110 00.0% — 不变
INDY ISHARES TR $1.80万0.01%410 00.0% — 不变