HANTZ FINANCIAL SERVICES, INC.
SOUTHFIELD MI · SEC CIK 0001071061
$65.58亿2026Q1 申报市值
2,573持仓数
36.0%前十大占比 · 第一大 6.0%
173 / 114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
IVV 加仓+$8,022.91万
AGG 加仓+$5,771.32万
IVOO 加仓+$4,911.83万
BNDX 加仓+$3,567.20万
FLBL 加仓+$3,187.52万
2026Q1 卖出最多 按季末市值估算
LITMAN GREGORY F 减仓-$1.52亿
TLT 减仓-$6,383.36万
CSMD 减仓-$3,904.39万
BUSA 减仓-$2,644.54万
CNL HEALTHCARE P 清仓-$2,447.10万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.92亿 | 5.97% | 599,552 | 122,823 | 25.8% | $8,022.91万 | 加仓 |
| CAML | PROFESIONALLY MANAGED PORTFO | $3.20亿 | 4.89% | 9,109,002 | 687,433 | 8.2% | $2,418.39万 | 加仓 |
| USSE | SEGALL BRYANT HAMILL TR | $2.92亿 | 4.46% | 8,810,244 | 587,542 | 7.1% | $1,950.64万 | 加仓 |
| IEFA | ISHARES TR | $2.34亿 | 3.56% | 2,581,035 | 216,735 | 9.2% | $1,962.10万 | 加仓 |
| BUSA | 2023 ETF SERIES TRUST | $2.07亿 | 3.16% | 5,592,235 | -714,354 | -11.3% | -$2,644.54万 | 减仓 |
| AGG | ISHARES TR | $1.97亿 | 3.01% | 1,987,106 | 581,376 | 41.4% | $5,771.32万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $1.91亿 | 2.91% | 6,217,860 | -1,271,377 | -17.0% | -$3,904.39万 | 减仓 |
| TLT | ISHARES TR | $1.83亿 | 2.79% | 2,109,798 | -736,345 | -25.9% | -$6,383.36万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1.73亿 | 2.63% | 1,510,966 | 429,655 | 39.7% | $4,911.83万 | 加仓 |
| BINV | 2023 ETF SERIES TRUST | $1.70亿 | 2.59% | 4,115,751 | -560,875 | -12.0% | -$2,311.92万 | 减仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $1.36亿 | 2.07% | 6,696,697 | 1,228,203 | 22.5% | $2,488.34万 | 加仓 |
| BSMC | 2023 ETF SERIES TRUST | $1.19亿 | 1.81% | 3,288,749 | -151,534 | -4.4% | -$548.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.15亿 | 1.75% | 657,137 | 139,113 | 26.9% | $2,426.14万 | 加仓 |
| AAPL | APPLE INC | $1.04亿 | 1.59% | 409,604 | 72,283 | 21.4% | $1,834.48万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $9,844.80万 | 1.50% | 4,596,059 | -773,826 | -14.4% | -$1,657.54万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $9,176.60万 | 1.40% | 1,909,803 | 742,394 | 63.6% | $3,567.20万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $8,798.90万 | 1.34% | 3,825,627 | 1,385,884 | 56.8% | $3,187.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,992.40万 | 1.22% | 215,913 | -39,555 | -15.5% | -$1,464.20万 | 减仓 |
| AMZN | AMAZON COM INC | $7,312.40万 | 1.12% | 351,102 | -68,175 | -16.3% | -$1,419.88万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $7,164.80万 | 1.09% | 1,981,959 | 124,682 | 6.7% | $450.73万 | 加仓 |
| GOOGL | ALPHABET INC | $6,283.00万 | 0.96% | 218,492 | 16,843 | 8.4% | $484.34万 | 加仓 |
| EDV | VANGUARD WORLD FD | $5,891.30万 | 0.90% | 907,055 | 215,411 | 31.1% | $1,399.09万 | 加仓 |
| IWF | ISHARES TR | $5,720.30万 | 0.87% | 134,153 | 9,950 | 8.0% | $424.27万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $5,530.30万 | 0.84% | 2,290,932 | 408,461 | 21.7% | $986.02万 | 加仓 |
| META | Meta Platforms Inc | $5,383.20万 | 0.82% | 94,091 | 27,791 | 41.9% | $1,590.00万 | 加仓 |
| IWY | ISHARES TR | $4,766.60万 | 0.73% | 191,554 | 12,262 | 6.8% | $305.13万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $4,507.50万 | 0.69% | 2,097,474 | 762,361 | 57.1% | $1,638.32万 | 加仓 |
| AVGO | BROADCOM INC | $4,404.00万 | 0.67% | 142,288 | -39,875 | -21.9% | -$1,234.18万 | 减仓 |
| IUSV | ISHARES TR | $3,662.00万 | 0.56% | 358,137 | 10,731 | 3.1% | $109.73万 | 加仓 |
| V | VISA INC | $3,495.60万 | 0.53% | 115,658 | -31,638 | -21.5% | -$956.21万 | 减仓 |
| — | EXXON MOBIL CORP | $3,414.80万 | 0.52% | 201,274 | -14,869 | -6.9% | -$252.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,236.60万 | 0.49% | 110,030 | -15,422 | -12.3% | -$453.65万 | 减仓 |
| ASML | ASML HOLDING N V | $3,019.20万 | 0.46% | 22,858 | 275 | 1.2% | $36.32万 | 加仓 |
| IWV | ISHARES TR | $2,966.40万 | 0.45% | 80,025 | -2,360 | -2.9% | -$87.48万 | 减仓 |
| NFLX | NETFLIX INC | $2,962.40万 | 0.45% | 308,097 | 131,211 | 74.2% | $1,261.61万 | 加仓 |
| IWO | ISHARES TR | $2,882.00万 | 0.44% | 91,838 | 7,794 | 9.3% | $244.59万 | 加仓 |
| IWP | ISHARES TR | $2,819.70万 | 0.43% | 220,082 | 18,480 | 9.2% | $236.77万 | 加仓 |
| IWR | ISHARES TR | $2,771.60万 | 0.42% | 285,056 | 19,382 | 7.3% | $188.45万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $2,738.40万 | 0.42% | 42,107 | -3,133 | -6.9% | -$203.75万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,715.50万 | 0.41% | 30,332 | -1,222 | -3.9% | -$109.40万 | 减仓 |
| IEI | ISHARES TR | $2,695.30万 | 0.41% | 227,262 | 80,172 | 54.5% | $950.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,596.80万 | 0.40% | 76,840 | 30,739 | 66.7% | $1,038.82万 | 加仓 |
| IEF | ISHARES TR | $2,405.70万 | 0.37% | 252,066 | -126,578 | -33.4% | -$1,208.05万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,259.90万 | 0.34% | 196,805 | 48,493 | 32.7% | $556.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,190.60万 | 0.33% | 45,715 | 3,266 | 7.7% | $156.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,104.80万 | 0.32% | 86,105 | -326 | -0.4% | -$7.97万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,048.50万 | 0.31% | 280,079 | -10,724 | -3.7% | -$78.44万 | 减仓 |
| GOOG | ALPHABET INC | $2,004.20万 | 0.31% | 69,866 | -60,533 | -46.4% | -$1,736.47万 | 减仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $1,995.70万 | 0.30% | 440,895 | 24,290 | 5.8% | $109.95万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,992.80万 | 0.30% | 927,321 | 58,333 | 6.7% | $125.36万 | 加仓 |
| ETN | EATON CORP PLC | $1,887.70万 | 0.29% | 52,779 | 18,229 | 52.8% | $651.98万 | 加仓 |
| WIP | SPDR SER TR | $1,836.10万 | 0.28% | 463,651 | 141,642 | 44.0% | $560.92万 | 加仓 |
| EFA | ISHARES TR | $1,790.90万 | 0.27% | 184,378 | 9,980 | 5.7% | $96.94万 | 加仓 |
| CAT | Caterpillar Inc | $1,786.20万 | 0.27% | 25,213 | -445 | -1.7% | -$31.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,780.10万 | 0.27% | 91,691 | 15,999 | 21.1% | $310.61万 | 加仓 |
| NOBL | PROSHARES TR | $1,621.40万 | 0.25% | 152,951 | -11,721 | -7.1% | -$124.25万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $1,580.70万 | 0.24% | 84,410 | -37,921 | -31.0% | -$710.13万 | 减仓 |
| CMPR | CIMPRESS PLC | $1,570.10万 | 0.24% | 215,080 | -20,738 | -8.8% | -$151.39万 | 减仓 |
| WMT | WALMART INC | $1,534.90万 | 0.23% | 123,500 | 3,828 | 3.2% | $47.58万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,505.10万 | 0.23% | 200,012 | 2,241 | 1.1% | $16.86万 | 加仓 |
| RTX | RTX CORPORATION | $1,504.40万 | 0.23% | 77,987 | 9,460 | 13.8% | $182.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,480.90万 | 0.23% | 64,447 | -4,028 | -5.9% | -$92.56万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,464.70万 | 0.22% | 201,250 | 26,178 | 15.0% | $190.52万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $1,452.80万 | 0.22% | 100,579 | -3,734 | -3.6% | -$53.94万 | 减仓 |
| TSLA | TESLA INC | $1,442.40万 | 0.22% | 38,801 | 11,048 | 39.8% | $410.70万 | 加仓 |
| HD | HOME DEPOT INC | $1,441.00万 | 0.22% | 43,813 | -1,033 | -2.3% | -$33.98万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,399.70万 | 0.21% | 28,477 | 5,880 | 26.0% | $289.01万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,397.80万 | 0.21% | 76,621 | -6,121 | -7.4% | -$111.67万 | 减仓 |
| LIN | LINDE PLC | $1,379.00万 | 0.21% | 27,815 | 8,258 | 42.2% | $409.41万 | 加仓 |
| KO | COCA COLA CO | $1,361.60万 | 0.21% | 179,034 | -1,906 | -1.1% | -$14.50万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,346.70万 | 0.21% | 83,998 | 40,747 | 94.2% | $653.28万 | 加仓 |
| UNP | UNION PAC CORP | $1,318.10万 | 0.20% | 54,327 | -1,270 | -2.3% | -$30.81万 | 减仓 |
| ABT | ABBOTT LABS | $1,313.90万 | 0.20% | 127,979 | -45,327 | -26.2% | -$465.35万 | 减仓 |
| TJX | TJX COS INC NEW | $1,292.40万 | 0.20% | 80,928 | -14,014 | -14.8% | -$223.80万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,282.40万 | 0.20% | 27,819 | -3,953 | -12.4% | -$182.23万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,250.40万 | 0.19% | 25,026 | -37,680 | -60.1% | -$1,882.64万 | 减仓 |
| ORCL | ORACLE CORP | $1,243.70万 | 0.19% | 84,541 | -105,537 | -55.5% | -$1,552.58万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1,224.20万 | 0.19% | 17,973 | -2,818 | -13.6% | -$191.94万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $1,201.10万 | 0.18% | 328,261 | 8,781 | 2.7% | $32.13万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,135.20万 | 0.17% | 442,732 | 263,051 | 146.4% | $674.48万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,130.60万 | 0.17% | 65,184 | 33,470 | 105.5% | $580.53万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $1,125.90万 | 0.17% | 210,995 | -17,891 | -7.8% | -$95.47万 | 减仓 |
| GWW | GRAINGER W W INC | $1,095.80万 | 0.17% | 10,046 | 4,559 | 83.1% | $497.29万 | 加仓 |
| MET | METLIFE INC | $1,090.60万 | 0.17% | 154,220 | -2,901 | -1.8% | -$20.52万 | 减仓 |
| RHHBY | ROCHE HLDG AG F | $1,069.70万 | 0.16% | 215,187 | 135,455 | 169.9% | $673.35万 | 加仓 |
| CSCO | CISCO SYS INC | $1,059.90万 | 0.16% | 136,604 | -4,165 | -3.0% | -$32.32万 | 减仓 |
| SHEL | SHELL PLC | $1,034.20万 | 0.16% | 111,201 | 28,363 | 34.2% | $263.78万 | 加仓 |
| MPWR | Monolithic Pwr Sys Inc | $1,030.20万 | 0.16% | 9,422 | -1,169 | -11.0% | -$127.82万 | 减仓 |
| INTU | INTUIT | $1,023.40万 | 0.16% | 23,670 | -3,868 | -14.0% | -$167.24万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,017.50万 | 0.16% | 13,979 | -1,981 | -12.4% | -$144.19万 | 减仓 |
| APH | AMPHENOL CORP NEW | $1,013.60万 | 0.15% | 80,222 | -14,224 | -15.1% | -$179.72万 | 减仓 |
| NVS | NOVARTIS AG | $1,013.40万 | 0.15% | 66,346 | 9,876 | 17.5% | $150.85万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,007.30万 | 0.15% | 31,424 | 9,770 | 45.1% | $313.18万 | 加仓 |
| ABBV | ABBVIE INC | $971.80万 | 0.15% | 44,696 | 1,172 | 2.7% | $25.48万 | 加仓 |
| ASH | ASHLAND INC | $955.60万 | 0.15% | 171,838 | -11,896 | -6.5% | -$66.15万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $950.00万 | 0.14% | 48,032 | -2,860 | -5.6% | -$56.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $949.20万 | 0.14% | 57,406 | -1,737 | -2.9% | -$28.72万 | 减仓 |
| EME | EMCOR GROUP INC | $937.30万 | 0.14% | 12,696 | -5,568 | -30.5% | -$411.07万 | 减仓 |
| SPGI | S&P GLOBAL INC | $931.00万 | 0.14% | 21,888 | 3,009 | 15.9% | $127.99万 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $927.00万 | 0.14% | 78,375 | -17,023 | -17.8% | -$201.34万 | 减仓 |