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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $189.90万 | 0.02% | 6,753 | 3,253 | 92.9% | $91.48万 | 加仓 |
| PULS | PGIM ETF TR | $188.18万 | 0.02% | 37,978 | -2,525 | -6.2% | -$12.51万 | 减仓 |
| MELI | MERCADOLIBRE INC | $186.88万 | 0.02% | 1,101 | 714 | 184.5% | $121.19万 | 加仓 |
| FAST | FASTENAL CO | $186.76万 | 0.02% | 38,884 | 25,035 | 180.8% | $120.24万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $185.97万 | 0.02% | 13,077 | 5,360 | 69.5% | $76.22万 | 加仓 |
| DASH | DOORDASH INC | $185.53万 | 0.02% | 10,054 | 6,755 | 204.8% | $124.65万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $184.84万 | 0.02% | 39,957 | 16,074 | 67.3% | $74.36万 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $184.84万 | 0.02% | 69,331 | 61,066 | 738.9% | $162.80万 | 加仓 |
| GPC | GENUINE PARTS CO | $183.46万 | 0.02% | 15,550 | 15,550 | — | $183.46万 | 新建仓 |
| CTAS | CINTAS CORP | $181.53万 | 0.02% | 10,673 | 6,593 | 161.6% | $112.13万 | 加仓 |
| MS | MORGAN STANLEY | $181.32万 | 0.02% | 8,674 | 4,022 | 86.5% | $84.08万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $179.73万 | 0.02% | 80,703 | 80,703 | — | $179.73万 | 新建仓 |
| SNA | SNAP ON INC | $179.35万 | 0.02% | 4,457 | 549 | 14.0% | $22.09万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $175.08万 | 0.02% | 40,547 | 15,336 | 60.8% | $66.22万 | 加仓 |
| ABNB | AIRBNB INC | $172.78万 | 0.02% | 12,074 | 7,044 | 140.0% | $100.80万 | 加仓 |
| CRM | SALESFORCE INC | $172.48万 | 0.02% | 11,010 | 2,954 | 36.7% | $46.28万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $172.27万 | 0.02% | 13,844 | 11,506 | 492.1% | $143.18万 | 加仓 |
| OMC | OMNICOM GROUP INC | $172.06万 | 0.02% | 23,625 | 17,559 | 289.5% | $127.88万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $168.17万 | 0.02% | 30,301 | 18,598 | 158.9% | $103.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $167.83万 | 0.02% | 19,122 | 7,705 | 67.5% | $67.63万 | 加仓 |
| MCD | MCDONALDS CORP | $163.27万 | 0.02% | 6,040 | 710 | 13.3% | $19.19万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $159.25万 | 0.02% | 9,360 | 7,073 | 309.3% | $120.34万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $157.32万 | 0.02% | 116,876 | 63,462 | 118.8% | $85.42万 | 重新持有 |
| XEL | XCEL ENERGY INC | $156.24万 | 0.02% | 19,457 | 12,196 | 168.0% | $97.93万 | 加仓 |
| AZO | AUTOZONE INC | $155.32万 | 0.02% | 486 | 2 | 0.4% | $6,392 | 加仓 |
| DOW | DOW HLDGS INC | $154.85万 | 0.02% | 56,598 | 7,134 | 14.4% | $19.52万 | 加仓 |
| ORCL | ORACLE CORP | $152.85万 | 0.02% | 10,430 | 4,442 | 74.2% | $65.10万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $150.49万 | 0.02% | 16,501 | 10,226 | 163.0% | $93.26万 | 加仓 |
| — | PROSHARES TR | $149.63万 | 0.02% | 23,062 | 1,920 | 9.1% | $12.46万 | 加仓 |
| APH | AMPHENOL CORP | $145.13万 | 0.02% | 8,231 | 4,323 | 110.6% | $76.22万 | 加仓 |
| EBAY | EBAY INC. | $144.64万 | 0.02% | 12,943 | 7,417 | 134.2% | $82.88万 | 加仓 |
| GLW | CORNING INC | $142.94万 | 0.02% | 5,596 | 3,097 | 123.9% | $79.11万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $141.90万 | 0.02% | 26,951 | 3,361 | 14.2% | $17.70万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $140.92万 | 0.02% | 8,615 | 1,161 | 15.6% | $18.99万 | 加仓 |
| PDD | PDD HOLDINGS INC | $137.72万 | 0.02% | 18,055 | 12,529 | 226.7% | $95.57万 | 加仓 |
| — | ELECTRONIC ARTS INC | $137.05万 | 0.02% | 6,684 | 4,032 | 152.0% | $82.67万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $129.70万 | 0.02% | 39,628 | 25,819 | 187.0% | $84.51万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $128.38万 | 0.02% | 7,557 | 3,941 | 109.0% | $66.95万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $126.65万 | 0.01% | 5,847 | 3,779 | 182.7% | $81.85万 | 加仓 |
| ADSK | AUTODESK INC | $126.49万 | 0.01% | 6,506 | 3,990 | 158.6% | $77.57万 | 加仓 |
| IDXX | IDEXX LABS INC | $126.14万 | 0.01% | 2,396 | 1,451 | 153.5% | $76.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $126.13万 | 0.01% | 3,729 | 1,698 | 83.6% | $57.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $125.89万 | 0.01% | 2,511 | 961 | 62.0% | $48.18万 | 加仓 |
| TJX | TJX COS INC NEW | $125.85万 | 0.01% | 8,307 | 3,873 | 87.3% | $58.68万 | 加仓 |
| TER | TERADYNE INC | $124.44万 | 0.01% | 2,572 | 2,572 | — | $124.44万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $121.06万 | 0.01% | 136,795 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $120.67万 | 0.01% | 12,537 | 6,429 | 105.3% | $61.88万 | 加仓 |
| ETN | EATON CORP PLC | $117.74万 | 0.01% | 2,763 | 1,273 | 85.4% | $54.25万 | 加仓 |
| WELL | WELLTOWER INC | $115.64万 | 0.01% | 5,095 | 2,963 | 139.0% | $67.25万 | 加仓 |
| PLD | PROLOGIS INC. | $115.56万 | 0.01% | 8,530 | 3,285 | 62.6% | $44.50万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $115.17万 | 0.01% | 12,692 | 5,928 | 87.6% | $53.79万 | 加仓 |
| UNP | UNION PAC CORP | $114.95万 | 0.01% | 4,226 | 1,926 | 83.7% | $52.39万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $114.53万 | 0.01% | 2,043 | 1,016 | 98.9% | $56.96万 | 加仓 |
| BA | BOEING CO | $114.08万 | 0.01% | 5,270 | 2,661 | 102.0% | $57.60万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $113.77万 | 0.01% | 7,830 | 358 | 4.8% | $5.20万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $113.67万 | 0.01% | 3,776 | 2,206 | 140.5% | $66.41万 | 加仓 |
| DE | DEERE & CO | $111.96万 | 0.01% | 1,765 | 817 | 86.2% | $51.82万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $109.92万 | 0.01% | 1,281 | 1,281 | — | $109.92万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $108.89万 | 0.01% | 11,801 | 6,192 | 110.4% | $57.13万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $104.83万 | 0.01% | 3,098 | 1,820 | 142.4% | $61.59万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $104.43万 | 0.01% | 5,941 | 3,607 | 154.5% | $63.40万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $103.73万 | 0.01% | 26,624 | 6,670 | 33.4% | $25.99万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $102.43万 | 0.01% | 741 | 471 | 174.4% | $65.11万 | 重新持有 |
| BLK | BLACKROCK INC | $101.25万 | 0.01% | 1,053 | 468 | 80.0% | $45.00万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $100.51万 | 0.01% | 13,929 | 6,317 | 83.0% | $45.58万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $97.94万 | 0.01% | 1,994 | 891 | 80.8% | $43.76万 | 加仓 |
| CVS | CVS HEALTH CORP | $97.91万 | 0.01% | 9,464 | 5,412 | 133.6% | $55.99万 | 加仓 |
| LOW | LOWES COS INC | $93.55万 | 0.01% | 4,243 | 1,820 | 75.1% | $40.13万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $90.52万 | 0.01% | 4,512 | 2,353 | 109.0% | $47.21万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $90.08万 | 0.01% | 921 | 474 | 106.0% | $46.36万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $88.33万 | 0.01% | 6,978 | 3,077 | 78.9% | $38.95万 | 加仓 |
| CB | CHUBB LIMITED | $88.25万 | 0.01% | 2,590 | 1,006 | 63.5% | $34.28万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $88.10万 | 0.01% | 13,764 | 8,262 | 150.2% | $52.89万 | 加仓 |
| SPGI | S&P GLOBAL INC | $85.89万 | 0.01% | 2,109 | 954 | 82.6% | $38.85万 | 加仓 |
| CCI | CROWN CASTLE INC | $85.12万 | 0.01% | 11,240 | 919 | 8.9% | $6.96万 | 加仓 |
| AIS | TIDAL TRUST III | $83.94万 | 0.01% | 9,839 | 9,839 | — | $83.94万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $83.63万 | 0.01% | 1,642 | 464 | 39.4% | $23.63万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $83.35万 | 0.01% | 3,100 | 1,711 | 123.2% | $46.00万 | 加仓 |
| DXCM | DEXCOM INC | $82.31万 | 0.01% | 12,221 | 8,361 | 216.6% | $56.31万 | 加仓 |
| SO | SOUTHERN CO | $81.65万 | 0.01% | 8,531 | 4,034 | 89.7% | $38.61万 | 加仓 |
| DHR | DANAHER CORP DEL | $80.84万 | 0.01% | 4,244 | 1,676 | 65.3% | $31.92万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $80.62万 | 0.01% | 2,408 | 1,475 | 158.1% | $49.39万 | 加仓 |
| WDAY | WORKDAY INC | $80.49万 | 0.01% | 6,575 | 4,087 | 164.3% | $50.03万 | 加仓 |
| IYW | ISHARES TR | $77.86万 | 0.01% | 3,087 | -2,355 | -43.3% | -$59.40万 | 重新持有 |
| SYK | STRYKER CORPORATION | $76.10万 | 0.01% | 2,417 | 1,228 | 103.3% | $38.66万 | 加仓 |
| NEM | NEWMONT CORP | $74.93万 | 0.01% | 8,022 | 4,149 | 107.1% | $38.75万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $73.57万 | 0.01% | 28,918 | -129 | -0.4% | -$3,282 | 减仓 |
| EQIX | EQUINIX INC | $73.38万 | 0.01% | 704 | 339 | 92.9% | $35.34万 | 加仓 |
| MCK | MCKESSON CORP | $73.29万 | 0.01% | 970 | 450 | 86.5% | $34.00万 | 加仓 |
| CPRT | COPART INC | $72.34万 | 0.01% | 25,661 | 15,050 | 141.8% | $42.43万 | 加仓 |
| MDT | MEDTRONIC PLC | $70.26万 | 0.01% | 8,981 | 3,850 | 75.0% | $30.12万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $69.57万 | 0.01% | 2,783 | 1,565 | 128.5% | $39.12万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $66.09万 | 0.01% | 4,091 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $64.92万 | 0.01% | 4,489 | 2,086 | 86.8% | $30.17万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $64.29万 | 0.01% | 2,193 | 684 | 45.3% | $20.05万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $63.11万 | 0.01% | 10,763 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $61.34万 | 0.01% | 860 | 402 | 87.8% | $28.67万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.83万 | 0.01% | 8,183 | 3,785 | 86.1% | $28.14万 | 加仓 |
| MSTR | STRATEGY INC | $59.55万 | 0.01% | 6,850 | 3,166 | 85.9% | $27.52万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $59.22万 | 0.01% | 2,405 | 1,044 | 76.7% | $25.71万 | 加仓 |