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
TOPT ISHARES TR $1.00万0.00%300 300— $1.00万 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
— 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
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
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
F FORD MTR CO $5,0000.00%450 -5,681-92.7% -$6.31万 减仓
TOL TOLL BROTHERS INC $5,0000.00%35 -41-53.9% -$5,857 减仓
VDC VANGUARD WORLD FD $5,0000.00%24 -13-35.1% -$2,708 减仓
ACHR ARCHER AVIATION INC $5,0000.00%1,000 00.0% — 不变
TOST TOAST INC $5,0000.00%175 2516.7% $714 加仓
— PROSHARES TR $5,0000.00%67 00.0% — 不变
ETG EATON VANCE TX ADV GLBL DIV $5,0000.00%250 00.0% — 不变
J JACOBS SOLUTIONS INC $5,0000.00%37 -7-15.9% -$946 减仓
CAG CONAGRA BRANDS INC $5,0000.00%328 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $5,0000.00%200 00.0% — 不变
PSEP INNOVATOR ETFS TRUST $5,0000.00%125 00.0% — 不变
KHC KRAFT HEINZ CO $5,0000.00%208 00.0% — 不变
— EATON VANCE SHORT DURATION D $5,0000.00%500 00.0% — 不变
SLYG SPDR SERIES TRUST $5,0000.00%51 00.0% — 不变
XRNPX COHEN &STEERS REIT &PFD & $5,0000.00%255 41.6% $78 加仓
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
DOC HEALTHPEAK PROPERTIES INC $4,0000.00%250 -550-68.8% -$8,800 减仓
AXON AXON ENTERPRISE INC $4,0000.00%10 -10-50.0% -$4,000 减仓
ORLY OREILLY AUTOMOTIVE INC $4,0000.00%39 00.0% — 不变
— CBRE GBL REAL ESTATE INC FD $4,0000.00%1,000 00.0% — 不变
GTN GRAY MEDIA INC $4,0000.00%850 00.0% — 不变
IBDR ISHARES TR $4,0000.00%166 10.6% $24 加仓
IBTL ISHARES TR $4,0000.00%195 21.0% $41 加仓
LUV SOUTHWEST AIRLS CO $4,0000.00%100 00.0% — 不变
IBDW ISHARES TR $4,0000.00%189 10.5% $21 加仓
IBDX ISHARES TR $4,0000.00%157 21.3% $51 加仓
IBDY ISHARES TR $4,0000.00%154 21.3% $52 加仓
— ISHARES TR $4,0000.00%157 21.3% $51 加仓
HPQ HP INC $4,0000.00%200 00.0% — 不变
LVHI LEGG MASON ETF INVT $4,0000.00%98 00.0% — 不变