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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFFV | GLOBAL X FDS | $0 | 0.00% | 0 | -10,180 | -100.0% | -$22.62万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,870 | -100.0% | -$21.20万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWD | ISHARES TR | $20.52万 | 0.09% | 960 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.96万 | 0.09% | 8,065 | 15 | 0.2% | $390 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.97万 | 0.09% | 3,776 | 100 | 2.7% | $5,553 | 加仓 |
| TJX | TJX COS INC NEW | $21.34万 | 0.09% | 1,336 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $21.80万 | 0.09% | 320 | 320 | — | $21.80万 | 新建仓 |
| HYG | ISHARES TR | $21.83万 | 0.09% | 2,744 | -387 | -12.4% | -$3.08万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $21.85万 | 0.09% | 10,704 | -1,168 | -9.8% | -$2.38万 | 减仓 |
| CAT | CATERPILLAR INC | $21.93万 | 0.09% | 309 | 309 | — | $21.93万 | 新建仓 |
| AVGO | BROADCOM INC | $21.98万 | 0.09% | 710 | 710 | — | $21.98万 | 新建仓 |
| SRE | SEMPRA | $22.84万 | 0.10% | 2,350 | -50 | -2.1% | -$4,859 | 减仓 |
| DVY | ISHARES TR | $22.92万 | 0.10% | 1,513 | -63 | -4.0% | -$9,542 | 减仓 |
| HEDJ | WISDOMTREE TR | $22.99万 | 0.10% | 4,395 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.40万 | 0.10% | 1,000 | 1,000 | — | $23.40万 | 新建仓 |
| WDFC | WD 40 CO | $23.45万 | 0.10% | 1,150 | -75 | -6.1% | -$1.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.45万 | 0.11% | 1,762 | 6 | 0.3% | $867 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.49万 | 0.11% | 1,232 | 1,232 | — | $25.49万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $26.61万 | 0.11% | 12,395 | 2,068 | 20.0% | $4.44万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $26.75万 | 0.11% | 5,329 | 313 | 6.2% | $1.57万 | 加仓 |
| PULS | PGIM ETF TR | $27.13万 | 0.11% | 5,479 | -411 | -7.0% | -$2.03万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $27.17万 | 0.11% | 5,897 | 5,897 | — | $27.17万 | 新建仓 |
| ITB | ISHARES TR | $27.18万 | 0.11% | 3,001 | 5 | 0.2% | $453 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.19万 | 0.11% | 1,338 | 1,338 | — | $27.19万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $27.35万 | 0.12% | 4,592 | 207 | 4.7% | $1.23万 | 加仓 |
| AOR | ISHARES TR | $27.55万 | 0.12% | 4,280 | 46 | 1.1% | $2,961 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $27.70万 | 0.12% | 5,479 | 347 | 6.8% | $1.75万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.13万 | 0.12% | 5,626 | 375 | 7.1% | $1.87万 | 加仓 |
| IAU | ISHARES GOLD TR | $28.24万 | 0.12% | 3,203 | 331 | 11.5% | $2.92万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $28.27万 | 0.12% | 5,641 | 528 | 10.3% | $2.65万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $28.47万 | 0.12% | 12,206 | -623 | -4.9% | -$1.45万 | 减仓 |
| MINT | PIMCO ETF TR | $28.94万 | 0.12% | 2,877 | 193 | 7.2% | $1.94万 | 加仓 |
| MCK | MCKESSON CORP | $29.42万 | 0.12% | 340 | 340 | — | $29.42万 | 新建仓 |
| WMT | WALMART INC | $29.50万 | 0.12% | 2,374 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $29.71万 | 0.13% | 11,983 | 2,031 | 20.4% | $5.04万 | 加仓 |
| ICSH | ISHARES TR | $29.84万 | 0.13% | 5,894 | 413 | 7.5% | $2.09万 | 加仓 |
| EZM | WISDOMTREE TR | $29.95万 | 0.13% | 4,455 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $30.27万 | 0.13% | 2,081 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $31.53万 | 0.13% | 1,821 | 20 | 1.1% | $3,463 | 加仓 |
| APH | AMPHENOL CORP | $31.53万 | 0.13% | 2,495 | -200 | -7.4% | -$2.53万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $31.89万 | 0.13% | 2,435 | 8 | 0.3% | $1,048 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.35万 | 0.14% | 675 | -95 | -12.3% | -$4.55万 | 重新持有 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.76万 | 0.14% | 20,510 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $34.16万 | 0.14% | 565 | -11 | -1.9% | -$6,651 | 减仓 |
| IWB | ISHARES TR | $34.29万 | 0.14% | 961 | -8 | -0.8% | -$2,855 | 减仓 |
| MCD | MCDONALDS CORP | $34.78万 | 0.15% | 1,119 | 2 | 0.2% | $622 | 加仓 |
| ABBV | ABBVIE INC | $36.68万 | 0.15% | 1,686 | -44 | -2.5% | -$9,574 | 减仓 |
| DWM | WISDOMTREE TR | $39.24万 | 0.17% | 5,615 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $41.80万 | 0.18% | 8,396 | 1,899 | 29.2% | $9.45万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $42.07万 | 0.18% | 5,321 | 15 | 0.3% | $1,186 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $43.93万 | 0.18% | 17,546 | 2,967 | 20.4% | $7.43万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $46.12万 | 0.19% | 5,572 | 913 | 19.6% | $7.56万 | 加仓 |
| IJR | ISHARES TR | $46.17万 | 0.19% | 3,714 | -4 | -0.1% | -$497 | 减仓 |
| MRK | MERCK & CO INC | $46.24万 | 0.19% | 3,843 | -60 | -1.5% | -$7,219 | 减仓 |
| SHYG | ISHARES TR | $48.67万 | 0.20% | 11,502 | 1,335 | 13.1% | $5.65万 | 加仓 |
| GLD | SPDR GOLD TR | $50.77万 | 0.21% | 1,180 | 1,180 | — | $50.77万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $50.79万 | 0.21% | 6,274 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $50.95万 | 0.21% | 3,012 | 3,012 | — | $50.95万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $53.40万 | 0.22% | 1,859 | -12 | -0.6% | -$3,447 | 减仓 |
| IWF | ISHARES TR | $55.73万 | 0.23% | 1,307 | -9 | -0.7% | -$3,838 | 减仓 |
| DNL | WISDOMTREE TR | $56.01万 | 0.24% | 13,874 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $56.18万 | 0.24% | 14,358 | -63 | -0.4% | -$2,465 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $58.17万 | 0.24% | 6,851 | 6,851 | — | $58.17万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $58.46万 | 0.25% | 25,392 | 3,020 | 13.5% | $6.95万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $58.60万 | 0.25% | 25,050 | 3,020 | 13.7% | $7.07万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $58.78万 | 0.25% | 24,880 | 3,010 | 13.8% | $7.11万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $58.85万 | 0.25% | 24,880 | 3,005 | 13.7% | $7.11万 | 加仓 |
| LLY | ELI LILLY & CO | $59.60万 | 0.25% | 647 | 15 | 2.4% | $1.38万 | 加仓 |
| MUNI | PIMCO ETF TR | $61.87万 | 0.26% | 11,854 | 1,449 | 13.9% | $7.56万 | 加仓 |
| EFA | ISHARES TR | $61.87万 | 0.26% | 6,370 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $62.27万 | 0.26% | 36,306 | 1,075 | 3.1% | $1.84万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.84万 | 0.27% | 1,378 | -58 | -4.0% | -$2.69万 | 减仓 |
| AMLP | ALPS ETF TR | $65.98万 | 0.28% | 12,534 | -659 | -5.0% | -$3.47万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $67.15万 | 0.28% | 30,785 | 4,095 | 15.3% | $8.93万 | 加仓 |
| IJH | ISHARES TR | $70.63万 | 0.30% | 10,459 | -162 | -1.5% | -$1.09万 | 减仓 |
| HD | HOME DEPOT INC | $70.68万 | 0.30% | 2,149 | 1,067 | 98.6% | $35.09万 | 加仓 |
| — | EXXON MOBIL CORP | $71.61万 | 0.30% | 4,220 | -222 | -5.0% | -$3.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.27万 | 0.32% | 1,078 | 29 | 2.8% | $2.02万 | 加仓 |
| IWM | ISHARES TR | $78.20万 | 0.33% | 3,153 | -117 | -3.6% | -$2.90万 | 减仓 |
| NFLX | NETFLIX INC. | $80.28万 | 0.34% | 8,349 | 540 | 6.9% | $5.19万 | 加仓 |
| VFH | VANGUARD WORLD FD | $81.03万 | 0.34% | 6,707 | 47 | 0.7% | $5,678 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $83.76万 | 0.35% | 3,426 | 4 | 0.1% | $978 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $89.73万 | 0.38% | 12,872 | -188 | -1.4% | -$1.31万 | 减仓 |
| HYS | PIMCO ETF TR | $92.12万 | 0.39% | 9,876 | 483 | 5.1% | $4.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.59万 | 0.39% | 1,873 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $94.09万 | 0.40% | 2,531 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $94.55万 | 0.40% | 31,183 | -1,111 | -3.4% | -$3.37万 | 减仓 |
| V | VISA INC | $101.47万 | 0.43% | 3,357 | -9 | -0.3% | -$2,720 | 减仓 |
| META | META PLATFORMS INC | $103.72万 | 0.44% | 1,812 | -16 | -0.9% | -$9,159 | 减仓 |
| SPYV | SPDR SERIES TRUST | $104.56万 | 0.44% | 18,479 | -2,877 | -13.5% | -$16.28万 | 减仓 |
| EES | WISDOMTREE TR | $111.35万 | 0.47% | 19,183 | 13 | 0.1% | $755 | 加仓 |
| SJNK | SPDR SERIES TRUST | $119.19万 | 0.50% | 47,712 | 1,678 | 3.6% | $4.19万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $120.52万 | 0.51% | 5,856 | -109 | -1.8% | -$2.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $121.95万 | 0.51% | 6,992 | 3,259 | 87.3% | $56.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $123.97万 | 0.52% | 4,214 | 908 | 27.5% | $26.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $124.97万 | 0.53% | 8,563 | -277 | -3.1% | -$4.04万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $125.24万 | 0.53% | 14,119 | -177 | -1.2% | -$1.57万 | 减仓 |
| ITA | ISHARES TR | $140.22万 | 0.59% | 6,409 | -185 | -2.8% | -$4.05万 | 减仓 |