Howard Capital Management, LLC
Alpharetta GA · SEC CIK 0001733173
$84.87亿2026Q2 申报市值
423持仓数
53.4%前十大占比 · 第一大 10.6%
33 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TQQQ 加仓+$3.95亿
SPXL 加仓+$3.79亿
CWB 加仓+$2.14亿
HYG 加仓+$1.45亿
AMD 加仓+$3,999.33万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$14.46亿
BIL 减仓-$11.05亿
SGOV 减仓-$9.40亿
QLD 重新持有-$2.92亿
QQH 减仓-$2.09亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $145.13万 | 0.02% | 8,231 | 4,323 | 110.6% | $76.22万 | 加仓 |
| — | PROSHARES TR | $149.63万 | 0.02% | 23,062 | 1,920 | 9.1% | $12.46万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $150.49万 | 0.02% | 16,501 | 10,226 | 163.0% | $93.26万 | 加仓 |
| ORCL | ORACLE CORP | $152.85万 | 0.02% | 10,430 | 4,442 | 74.2% | $65.10万 | 加仓 |
| DOW | DOW HLDGS INC | $154.85万 | 0.02% | 56,598 | 7,134 | 14.4% | $19.52万 | 加仓 |
| AZO | AUTOZONE INC | $155.32万 | 0.02% | 486 | 2 | 0.4% | $6,392 | 加仓 |
| XEL | XCEL ENERGY INC | $156.24万 | 0.02% | 19,457 | 12,196 | 168.0% | $97.93万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $157.32万 | 0.02% | 116,876 | 63,462 | 118.8% | $85.42万 | 重新持有 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $159.25万 | 0.02% | 9,360 | 7,073 | 309.3% | $120.34万 | 加仓 |
| MCD | MCDONALDS CORP | $163.27万 | 0.02% | 6,040 | 710 | 13.3% | $19.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $167.83万 | 0.02% | 19,122 | 7,705 | 67.5% | $67.63万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $168.17万 | 0.02% | 30,301 | 18,598 | 158.9% | $103.22万 | 加仓 |
| OMC | OMNICOM GROUP INC | $172.06万 | 0.02% | 23,625 | 17,559 | 289.5% | $127.88万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $172.27万 | 0.02% | 13,844 | 11,506 | 492.1% | $143.18万 | 加仓 |
| CRM | SALESFORCE INC | $172.48万 | 0.02% | 11,010 | 2,954 | 36.7% | $46.28万 | 加仓 |
| ABNB | AIRBNB INC | $172.78万 | 0.02% | 12,074 | 7,044 | 140.0% | $100.80万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $175.08万 | 0.02% | 40,547 | 15,336 | 60.8% | $66.22万 | 加仓 |
| SNA | SNAP ON INC | $179.35万 | 0.02% | 4,457 | 549 | 14.0% | $22.09万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $179.73万 | 0.02% | 80,703 | 80,703 | — | $179.73万 | 新建仓 |
| MS | MORGAN STANLEY | $181.32万 | 0.02% | 8,674 | 4,022 | 86.5% | $84.08万 | 加仓 |
| CTAS | CINTAS CORP | $181.53万 | 0.02% | 10,673 | 6,593 | 161.6% | $112.13万 | 加仓 |
| GPC | GENUINE PARTS CO | $183.46万 | 0.02% | 15,550 | 15,550 | — | $183.46万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $184.84万 | 0.02% | 69,331 | 61,066 | 738.9% | $162.80万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $184.84万 | 0.02% | 39,957 | 16,074 | 67.3% | $74.36万 | 重新持有 |
| DASH | DOORDASH INC | $185.53万 | 0.02% | 10,054 | 6,755 | 204.8% | $124.65万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $185.97万 | 0.02% | 13,077 | 5,360 | 69.5% | $76.22万 | 加仓 |
| FAST | FASTENAL CO | $186.76万 | 0.02% | 38,884 | 25,035 | 180.8% | $120.24万 | 加仓 |
| MELI | MERCADOLIBRE INC | $186.88万 | 0.02% | 1,101 | 714 | 184.5% | $121.19万 | 加仓 |
| PULS | PGIM ETF TR | $188.18万 | 0.02% | 37,978 | -2,525 | -6.2% | -$12.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $189.90万 | 0.02% | 6,753 | 3,253 | 92.9% | $91.48万 | 加仓 |
| EIX | EDISON INTL | $190.41万 | 0.02% | 25,575 | 6,728 | 35.7% | $50.09万 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $191.86万 | 0.02% | 3,077 | 1,737 | 129.6% | $108.31万 | 加仓 |
| FE | FIRSTENERGY CORP | $192.58万 | 0.02% | 40,509 | 7,281 | 21.9% | $34.61万 | 加仓 |
| ES | EVERSOURCE ENERGY | $196.36万 | 0.02% | 27,171 | 4,484 | 19.8% | $32.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $197.03万 | 0.02% | 23,842 | 11,499 | 93.2% | $95.03万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $197.05万 | 0.02% | 65,249 | 30,467 | 87.6% | $92.01万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $197.56万 | 0.02% | 7,030 | 4,852 | 222.8% | $136.36万 | 加仓 |
| PCAR | PACCAR INC | $198.58万 | 0.02% | 16,532 | 9,978 | 152.2% | $119.86万 | 加仓 |
| FDX | FEDEX CORP | $199.61万 | 0.02% | 6,375 | 1,049 | 19.7% | $32.84万 | 加仓 |
| ROST | ROSS STORES INC | $203.74万 | 0.02% | 9,572 | 5,681 | 146.0% | $120.92万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $203.84万 | 0.02% | 17,930 | 7,347 | 69.4% | $83.53万 | 重新持有 |
| INTU | INTUIT | $204.57万 | 0.02% | 7,838 | 4,536 | 137.4% | $118.39万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $205.05万 | 0.02% | 21,333 | 13,201 | 162.3% | $126.89万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $205.47万 | 0.02% | 21,831 | 11,657 | 114.6% | $109.71万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $205.77万 | 0.02% | 11,374 | 5,430 | 91.4% | $98.23万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $206.55万 | 0.02% | 19,137 | 2,085 | 12.2% | $22.50万 | 加仓 |
| BBY | BEST BUY INC | $211.03万 | 0.02% | 27,811 | 4,832 | 21.0% | $36.66万 | 加仓 |
| OKE | ONEOK INC NEW | $212.88万 | 0.03% | 24,486 | 3,730 | 18.0% | $32.43万 | 加仓 |
| F | FORD MTR CO | $215.24万 | 0.03% | 154,852 | 141,284 | 1,041.3% | $196.38万 | 加仓 |
| EOG | EOG RES INC | $220.42万 | 0.03% | 16,991 | 2,876 | 20.4% | $37.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $220.58万 | 0.03% | 2,181 | 1,020 | 87.9% | $103.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $221.16万 | 0.03% | 20,573 | 17,932 | 679.0% | $192.76万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $224.62万 | 0.03% | 57,996 | 8,255 | 16.6% | $31.97万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $225.33万 | 0.03% | 13,188 | 13,188 | — | $225.33万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $228.23万 | 0.03% | 5,901 | 5,010 | 562.3% | $193.77万 | 加仓 |
| RTX | RTX CORPORATION | $228.25万 | 0.03% | 12,030 | 4,633 | 62.6% | $87.90万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $230.12万 | 0.03% | 10,409 | 10,409 | — | $230.12万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $231.56万 | 0.03% | 40,034 | 24,251 | 153.7% | $140.27万 | 加仓 |
| KO | COCA COLA CO | $232.86万 | 0.03% | 28,653 | 13,158 | 84.9% | $106.94万 | 加仓 |
| HON | HONEYWELL INTL INC | $233.06万 | 0.03% | 10,409 | 1,803 | 21.0% | $40.37万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $233.29万 | 0.03% | 9,393 | 6,170 | 191.4% | $153.24万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $234.97万 | 0.03% | 25,515 | 14,773 | 137.5% | $136.04万 | 加仓 |
| KHC | KRAFT HEINZ CO | $236.09万 | 0.03% | 99,955 | 90,426 | 949.0% | $213.59万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $237.32万 | 0.03% | 71,288 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $239.13万 | 0.03% | 18,609 | 7,275 | 64.2% | $93.48万 | 加仓 |
| SHY | ISHARES TR | $239.65万 | 0.03% | 29,186 | -1,970 | -6.3% | -$16.18万 | 减仓 |
| GEV | GE VERNOVA INC | $241.90万 | 0.03% | 2,059 | 933 | 82.9% | $109.61万 | 加仓 |
| OGN | ORGANON & CO | $242.27万 | 0.03% | 178,927 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $243.93万 | 0.03% | 9,369 | 5,772 | 160.5% | $150.28万 | 加仓 |
| SNPS | SYNOPSYS INC | $248.59万 | 0.03% | 5,573 | 3,386 | 154.8% | $151.04万 | 加仓 |
| ADBE | ADOBE INC | $249.00万 | 0.03% | 12,145 | 6,537 | 116.6% | $134.02万 | 加仓 |
| TMUS | T-MOBILE US INC | $249.82万 | 0.03% | 14,894 | 8,250 | 124.2% | $138.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $250.84万 | 0.03% | 17,106 | 7,617 | 80.3% | $111.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $251.34万 | 0.03% | 24,177 | 5,977 | 32.8% | $62.14万 | 加仓 |
| HYZD | WISDOMTREE TR | $253.15万 | 0.03% | 112,478 | 9,583 | 9.3% | $21.57万 | 加仓 |
| HD | HOME DEPOT INC | $253.44万 | 0.03% | 7,186 | 3,333 | 86.5% | $117.55万 | 加仓 |
| ALB | ALBEMARLE CORP | $260.78万 | 0.03% | 19,313 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $262.04万 | 0.03% | 7,071 | 4,379 | 162.7% | $162.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $264.76万 | 0.03% | 6,370 | 2,521 | 65.5% | $104.78万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $266.24万 | 0.03% | 46,206 | 9,620 | 26.3% | $55.43万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $267.00万 | 0.03% | 11,923 | 6,821 | 133.7% | $152.75万 | 加仓 |
| CSX | CSX CORP | $268.26万 | 0.03% | 56,441 | 33,825 | 149.6% | $160.77万 | 加仓 |
| PGR | PROGRESSIVE CORP | $270.11万 | 0.03% | 12,365 | 10,142 | 456.2% | $221.55万 | 加仓 |
| PAYX | PAYCHEX INC | $270.15万 | 0.03% | 27,474 | 23,672 | 622.6% | $232.77万 | 加仓 |
| GE | GE AEROSPACE | $273.96万 | 0.03% | 7,330 | 3,439 | 88.4% | $128.53万 | 加仓 |
| BAC | BANK OF AMER CORP | $274.12万 | 0.03% | 48,108 | 21,434 | 80.4% | $122.13万 | 加仓 |
| FTNT | FORTINET INC | $289.51万 | 0.03% | 18,846 | 10,676 | 130.7% | $164.00万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $289.93万 | 0.03% | 7,725 | 4,403 | 132.5% | $165.25万 | 加仓 |
| — | DBX ETF TR | $299.39万 | 0.04% | 28,779 | 28,779 | — | $299.39万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $300.30万 | 0.04% | 28,136 | -48 | -0.2% | -$5,123 | 减仓 |
| MA | MASTERCARD INCORPORATED | $323.82万 | 0.04% | 6,305 | 3,292 | 109.3% | $169.08万 | 加仓 |
| EXC | EXELON CORP | $324.48万 | 0.04% | 69,602 | 25,077 | 56.3% | $116.91万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $329.89万 | 0.04% | 43,179 | 1,611 | 3.9% | $12.31万 | 加仓 |
| MOS | MOSAIC CO | $334.69万 | 0.04% | 157,948 | 72,213 | 84.2% | $153.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $339.36万 | 0.04% | 20,473 | 6,276 | 44.2% | $104.03万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $348.68万 | 0.04% | 23,450 | -6 | -0.0% | -$892 | 减仓 |
| SBUX | STARBUCKS CORP | $358.41万 | 0.04% | 35,073 | 21,106 | 151.1% | $215.68万 | 加仓 |
| TSN | TYSON FOODS INC | $373.48万 | 0.04% | 65,236 | -8,107 | -11.1% | -$46.41万 | 减仓 |
| LEN | LENNAR CORP | $373.94万 | 0.04% | 41,324 | 13,191 | 46.9% | $119.37万 | 加仓 |
| APP | APPLOVIN CORP | $377.10万 | 0.04% | 7,319 | 4,527 | 162.1% | $233.24万 | 加仓 |