HOWARD WEALTH MANAGEMENT, LLC
Madison CT · SEC CIK 0001766286
$2.38亿2026Q1 申报市值
142持仓数
34.7%前十大占比 · 第一大 7.0%
11 / 2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
GOOGL 加仓+$101.34万
QQQ 加仓+$90.12万
COST 加仓+$88.21万
AMZN 加仓+$80.89万
AAPL 加仓+$79.29万
2026Q1 卖出最多 按季末市值估算
PFFV 清仓-$22.62万
XLF 清仓-$21.20万
SPYV 减仓-$16.28万
VT 减仓-$14.30万
VIG 减仓-$10.41万
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 |
|---|---|---|---|---|---|---|---|---|
| IOO | ISHARES TR | $146.09万 | 0.61% | 12,076 | -474 | -3.8% | -$5.73万 | 减仓 |
| VHT | VANGUARD WORLD FD | $146.61万 | 0.62% | 5,383 | -142 | -2.6% | -$3.87万 | 减仓 |
| BIZD | VANECK ETF TRUST | $147.01万 | 0.62% | 114,849 | 2,818 | 2.5% | $3.61万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $149.51万 | 0.63% | 26,377 | -541 | -2.0% | -$3.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $152.52万 | 0.64% | 4,120 | 765 | 22.8% | $28.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.30万 | 0.65% | 1,538 | 885 | 135.5% | $88.21万 | 加仓 |
| PFXF | VANECK ETF TRUST | $155.03万 | 0.65% | 88,386 | 2,069 | 2.4% | $3.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $163.64万 | 0.69% | 8,044 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $164.54万 | 0.69% | 36,043 | 39 | 0.1% | $1,780 | 加仓 |
| QQQ | INVESCO QQQ TR | $207.89万 | 0.88% | 3,601 | 1,561 | 76.5% | $90.12万 | 加仓 |
| CWB | SPDR SERIES TRUST | $212.54万 | 0.89% | 23,223 | -322 | -1.4% | -$2.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $216.87万 | 0.91% | 6,760 | -180 | -2.6% | -$5.77万 | 减仓 |
| VV | VANGUARD INDEX FDS | $223.87万 | 0.94% | 7,491 | -237 | -3.1% | -$7.08万 | 减仓 |
| GOOG | ALPHABET INC | $227.08万 | 0.96% | 7,916 | 1,976 | 33.3% | $56.68万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $238.40万 | 1.00% | 99,417 | 1,866 | 1.9% | $4.47万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $251.39万 | 1.06% | 32,601 | 977 | 3.1% | $7.53万 | 加仓 |
| AMZN | AMAZON COM INC | $256.59万 | 1.08% | 12,320 | 3,884 | 46.0% | $80.89万 | 加仓 |
| FLTR | VANECK ETF TRUST | $257.00万 | 1.08% | 100,864 | 3,523 | 3.6% | $8.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $294.72万 | 1.24% | 15,021 | -3 | -0.0% | -$589 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $297.41万 | 1.25% | 59,045 | 11,433 | 24.0% | $57.59万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $312.73万 | 1.32% | 62,484 | 11,821 | 23.3% | $59.16万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $319.37万 | 1.34% | 43,369 | 1,287 | 3.1% | $9.48万 | 加仓 |
| GOOGL | ALPHABET INC | $322.31万 | 1.36% | 11,208 | 3,524 | 45.9% | $101.34万 | 加仓 |
| IVW | ISHARES TR | $349.71万 | 1.47% | 30,918 | -281 | -0.9% | -$3.18万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $368.24万 | 1.55% | 143,898 | 10,908 | 8.2% | $27.91万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $382.36万 | 1.61% | 50,913 | 4,598 | 9.9% | $34.53万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $389.27万 | 1.64% | 185,057 | 12,967 | 7.5% | $27.28万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $400.56万 | 1.69% | 184,719 | 13,237 | 7.7% | $28.70万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $418.01万 | 1.76% | 186,901 | 13,838 | 8.0% | $30.95万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $426.04万 | 1.79% | 254,823 | 15,027 | 6.3% | $25.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $432.22万 | 1.82% | 6,646 | 135 | 2.1% | $8.78万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $442.88万 | 1.86% | 191,104 | 13,007 | 7.3% | $30.14万 | 加仓 |
| IVV | ISHARES TR | $445.08万 | 1.87% | 6,813 | 702 | 11.5% | $45.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $445.14万 | 1.87% | 7,449 | 134 | 1.8% | $8.01万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $449.71万 | 1.89% | 88,858 | -256 | -0.3% | -$1.30万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $480.62万 | 2.02% | 34,747 | -1,034 | -2.9% | -$14.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $499.40万 | 2.10% | 34,140 | 1,877 | 5.8% | $27.46万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $529.93万 | 2.23% | 283,986 | 8,549 | 3.1% | $15.95万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $549.53万 | 2.31% | 269,076 | 8,609 | 3.3% | $17.58万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $565.39万 | 2.38% | 288,096 | 9,658 | 3.5% | $18.95万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $565.80万 | 2.38% | 289,707 | 8,990 | 3.2% | $17.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $572.22万 | 2.41% | 26,607 | -484 | -1.8% | -$10.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $834.63万 | 3.51% | 31,865 | 3 | 0.0% | $786 | 加仓 |
| AAPL | APPLE INC | $900.09万 | 3.79% | 35,465 | 3,124 | 9.7% | $79.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,563.48万 | 6.58% | 35,794 | -136 | -0.4% | -$5.94万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,668.51万 | 7.02% | 112,660 | 785 | 0.7% | $11.63万 | 加仓 |