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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $34.16万 | 0.14% | 565 | -11 | -1.9% | -$6,651 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.76万 | 0.14% | 20,510 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.35万 | 0.14% | 675 | -95 | -12.3% | -$4.55万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $31.89万 | 0.13% | 2,435 | 8 | 0.3% | $1,048 | 加仓 |
| APH | AMPHENOL CORP | $31.53万 | 0.13% | 2,495 | -200 | -7.4% | -$2.53万 | 减仓 |
| VDE | VANGUARD WORLD FD | $31.53万 | 0.13% | 1,821 | 20 | 1.1% | $3,463 | 加仓 |
| ATI | ATI INC | $30.27万 | 0.13% | 2,081 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $29.95万 | 0.13% | 4,455 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $29.84万 | 0.13% | 5,894 | 413 | 7.5% | $2.09万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $29.71万 | 0.13% | 11,983 | 2,031 | 20.4% | $5.04万 | 加仓 |
| WMT | WALMART INC | $29.50万 | 0.12% | 2,374 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $29.42万 | 0.12% | 340 | 340 | — | $29.42万 | 新建仓 |
| MINT | PIMCO ETF TR | $28.94万 | 0.12% | 2,877 | 193 | 7.2% | $1.94万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $28.47万 | 0.12% | 12,206 | -623 | -4.9% | -$1.45万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $28.27万 | 0.12% | 5,641 | 528 | 10.3% | $2.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $28.24万 | 0.12% | 3,203 | 331 | 11.5% | $2.92万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.13万 | 0.12% | 5,626 | 375 | 7.1% | $1.87万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $27.70万 | 0.12% | 5,479 | 347 | 6.8% | $1.75万 | 加仓 |
| AOR | ISHARES TR | $27.55万 | 0.12% | 4,280 | 46 | 1.1% | $2,961 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $27.35万 | 0.12% | 4,592 | 207 | 4.7% | $1.23万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.19万 | 0.11% | 1,338 | 1,338 | — | $27.19万 | 新建仓 |
| ITB | ISHARES TR | $27.18万 | 0.11% | 3,001 | 5 | 0.2% | $453 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $27.17万 | 0.11% | 5,897 | 5,897 | — | $27.17万 | 新建仓 |
| PULS | PGIM ETF TR | $27.13万 | 0.11% | 5,479 | -411 | -7.0% | -$2.03万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $26.75万 | 0.11% | 5,329 | 313 | 6.2% | $1.57万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $26.61万 | 0.11% | 12,395 | 2,068 | 20.0% | $4.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.49万 | 0.11% | 1,232 | 1,232 | — | $25.49万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $25.45万 | 0.11% | 1,762 | 6 | 0.3% | $867 | 加仓 |
| WDFC | WD 40 CO | $23.45万 | 0.10% | 1,150 | -75 | -6.1% | -$1.53万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.40万 | 0.10% | 1,000 | 1,000 | — | $23.40万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $22.99万 | 0.10% | 4,395 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $22.92万 | 0.10% | 1,513 | -63 | -4.0% | -$9,542 | 减仓 |
| SRE | SEMPRA | $22.84万 | 0.10% | 2,350 | -50 | -2.1% | -$4,859 | 减仓 |
| AVGO | BROADCOM INC | $21.98万 | 0.09% | 710 | 710 | — | $21.98万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.93万 | 0.09% | 309 | 309 | — | $21.93万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $21.85万 | 0.09% | 10,704 | -1,168 | -9.8% | -$2.38万 | 减仓 |
| HYG | ISHARES TR | $21.83万 | 0.09% | 2,744 | -387 | -12.4% | -$3.08万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $21.80万 | 0.09% | 320 | 320 | — | $21.80万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.34万 | 0.09% | 1,336 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.97万 | 0.09% | 3,776 | 100 | 2.7% | $5,553 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.96万 | 0.09% | 8,065 | 15 | 0.2% | $390 | 加仓 |
| IWD | ISHARES TR | $20.52万 | 0.09% | 960 | 0 | 0.0% | — | 不变 |
| 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 |