HOERTKORN RICHARD CHARLES
KENTFIELD CA · SEC CIK 0001598177
$1.22亿2026Q1 申报市值
75持仓数
61.0%前十大占比 · 第一大 9.7%
1 / 4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
VSNT 新建仓+$37
2026Q1 卖出最多 按季末市值估算
MARVELL TECHNOLO 减仓-$1,985.25万
AAPL 减仓-$1,296.26万
GE AEROSPACE 减仓-$1,194.53万
KMI 减仓-$1,019.48万
GEV 减仓-$825.22万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET, INC. | $1,186.62万 | 9.74% | 41,265 | -23,080 | -35.9% | -$663.69万 | 减仓 |
| AAPL | APPLE INC | $994.68万 | 8.16% | 39,193 | -51,076 | -56.6% | -$1,296.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $984.21万 | 8.08% | 26,588 | -12,698 | -32.3% | -$470.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $848.09万 | 6.96% | 28,831 | -20,635 | -41.7% | -$607.00万 | 减仓 |
| — | MARVELL TECHNOLOGY, INC. | $664.28万 | 5.45% | 67,065 | -200,429 | -74.9% | -$1,985.25万 | 减仓 |
| — | GE AEROSPACE | $639.84万 | 5.25% | 22,548 | -42,095 | -65.1% | -$1,194.53万 | 减仓 |
| KMI | KINDER MORGAN, INC. | $615.66万 | 5.05% | 183,615 | -304,049 | -62.3% | -$1,019.48万 | 减仓 |
| BAC | BANK OF AMERICA CORPORATION | $552.27万 | 4.53% | 113,287 | -157,828 | -58.2% | -$769.41万 | 减仓 |
| GEV | GE VERNOVA INC. | $506.50万 | 4.16% | 5,802 | -9,453 | -62.0% | -$825.22万 | 减仓 |
| — | SCHWAB CHARLES CORP NEW | $440.95万 | 3.62% | 46,920 | -37,600 | -44.5% | -$353.36万 | 减仓 |
| HD | HOME DEPOT | $421.18万 | 3.46% | 12,806 | -7,060 | -35.5% | -$232.20万 | 减仓 |
| BA | BOEING CO | $364.64万 | 2.99% | 18,321 | -17,050 | -48.2% | -$339.35万 | 减仓 |
| CSCO | CISCO SYS INC | $334.21万 | 2.74% | 43,074 | -17,095 | -28.4% | -$132.64万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $287.75万 | 2.36% | 57,185 | -49,490 | -46.4% | -$249.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $282.12万 | 2.31% | 19,532 | -43,845 | -69.2% | -$633.30万 | 减仓 |
| TMUS | T-MOBILE US INC | $278.88万 | 2.29% | 13,278 | -21,674 | -62.0% | -$455.22万 | 减仓 |
| INTC | INTEL CORP | $255.84万 | 2.10% | 57,975 | -30,525 | -34.5% | -$134.71万 | 减仓 |
| — | APA CORPORATION | $242.88万 | 1.99% | 57,230 | -108,745 | -65.5% | -$461.51万 | 减仓 |
| — | EXXON MOBIL CORP | $229.94万 | 1.89% | 13,553 | -13,440 | -49.8% | -$228.02万 | 减仓 |
| CVX | CHEVRON CORP NEW | $213.98万 | 1.76% | 10,342 | -3,370 | -24.6% | -$69.73万 | 减仓 |
| F | FORD MTR CO DEL | $213.83万 | 1.75% | 185,296 | -136,950 | -42.5% | -$158.04万 | 减仓 |
| MCD | MCDONALDS CORP | $203.54万 | 1.67% | 6,549 | -2,750 | -29.6% | -$85.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $153.48万 | 1.26% | 6,279 | -200 | -3.1% | -$4.89万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE | $140.85万 | 1.16% | 156,158 | -120,565 | -43.6% | -$108.75万 | 减仓 |
| PYPL | PAYPAL HOLDINGS, INC. | $134.22万 | 1.10% | 29,675 | -27,975 | -48.5% | -$126.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $134.20万 | 1.10% | 2,800 | -100 | -3.4% | -$4.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVICE | $133.06万 | 1.09% | 6,541 | -9,015 | -58.0% | -$183.39万 | 减仓 |
| NVDA | NVIDIA CORP | $130.03万 | 1.07% | 7,456 | -11,240 | -60.1% | -$196.03万 | 减仓 |
| CBRE | CARRIER GLOBAL CORP | $72.63万 | 0.60% | 6,110 | -3,245 | -34.7% | -$38.58万 | 减仓 |
| AMZN | AMAZON.COM INC. | $65.75万 | 0.54% | 3,157 | -8,045 | -71.8% | -$167.55万 | 减仓 |
| LLY | LILLY ELI & CO | $64.38万 | 0.53% | 700 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $52.06万 | 0.43% | 2,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $44.93万 | 0.37% | 4,662 | -2,975 | -39.0% | -$28.67万 | 减仓 |
| GOOG | ALPHABET, INC. | $33.71万 | 0.28% | 1,175 | -250 | -17.5% | -$7.17万 | 减仓 |
| DNP | DNP SELECT INCOME FD | $31.93万 | 0.26% | 31,000 | -841 | -2.6% | -$8,662 | 减仓 |
| KO | COCA COLA CO | $27.99万 | 0.23% | 3,680 | -765 | -17.2% | -$5.82万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CO | $26.33万 | 0.22% | 1,365 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.29万 | 0.20% | 8,650 | -1,400 | -13.9% | -$3.93万 | 减仓 |
| — | HANCOCK JOHN INVS TR | $18.07万 | 0.15% | 14,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP, INC. | $16.94万 | 0.14% | 3,500 | -16,100 | -82.1% | -$77.91万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FUNDS INC | $16.14万 | 0.13% | 396 | -38 | -8.8% | -$1.55万 | 减仓 |
| PEP | PEPSICO INC | $14.44万 | 0.12% | 930 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $11.60万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $11.17万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR | $10.16万 | 0.08% | 22,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $9.67万 | 0.08% | 357 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB US BROAD MARKET ETF | $6.22万 | 0.05% | 2,480 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS | $5.78万 | 0.05% | 372 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.38万 | 0.04% | 600 | -350 | -36.8% | -$3.14万 | 减仓 |
| VV | VANGUARD INDEX FDS | $4.33万 | 0.04% | 145 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $4.07万 | 0.03% | 666 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $3.08万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $2.45万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.31万 | 0.02% | 300 | -340 | -53.1% | -$2.62万 | 减仓 |
| META | META PLATFORMS | $2.23万 | 0.02% | 39 | 0 | 0.0% | — | 不变 |
| — | INVESCO MSCI SUSTAINABLE | $2.12万 | 0.02% | 448 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS | $2.03万 | 0.02% | 200 | -100 | -33.3% | -$1.02万 | 减仓 |
| TCBK | TRICO BANCSHARES CHICO | $1.69万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| V | VISA, INC. CLASS A | $1.39万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA | $1.12万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $5,618 | 0.00% | 250 | -103 | -29.2% | -$2,315 | 减仓 |
| — | ESPERION THERAPEUTIC | $5,480 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4,700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HOLDING | $3,136 | 0.00% | 25 | -2,465 | -99.0% | -$30.92万 | 减仓 |
| — | TRISALUS LIFE SCIENCES | $2,672 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MEYERS SQUIBB | $1,456 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY | $970 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CLASS A | $947 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INCORPORATED | $552 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS, INC. | $204 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAL | HALIBURTON CO. HLDG. CO. | $156 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO, INC. | $94 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS, INC. | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -13,207 | -100.0% | -$123.63万 | 清仓 |
| BX | BLACKSTONE, INC. | $0 | 0.00% | 0 | -1,000 | -100.0% | -$15.41万 | 清仓 |
| KMB | KIMBERLY CLARK CORP | $0 | 0.00% | 0 | -624 | -100.0% | -$6.30万 | 清仓 |
| KURA | KURA ONCOLOGY INC. | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.08万 | 清仓 |