HOWARD WEALTH MANAGEMENT, LLC
Madison CT · SEC CIK 0001766286
$2.70亿2026Q2 申报市值
156持仓数
34.3%前十大占比 · 第一大 7.0%
12 / 0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
JAAA 加仓+$207.68万
FLDR 加仓+$199.26万
VYM 加仓+$113.83万
INTC 新建仓+$59.15万
VEU 加仓+$58.30万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$41.07万
BND 减仓-$29.51万
BIZD 减仓-$23.14万
IVW 减仓-$20.79万
ABBV 减仓-$15.67万
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 | $38.80万 | 0.14% | 2,200 | -295 | -11.8% | -$5.20万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.61万 | 0.12% | 20,510 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $33.55万 | 0.12% | 7,286 | 1,389 | 23.6% | $6.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.33万 | 0.12% | 666 | -9 | -1.3% | -$4,504 | 减仓 |
| EZM | WISDOMTREE TR | $32.72万 | 0.12% | 4,317 | -138 | -3.1% | -$1.05万 | 减仓 |
| CAT | CATERPILLAR INC | $32.43万 | 0.12% | 304 | -5 | -1.6% | -$5,333 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $32.11万 | 0.12% | 2,536 | 101 | 4.1% | $1.28万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $31.90万 | 0.12% | 12,672 | 689 | 5.7% | $1.73万 | 加仓 |
| ICSH | ISHARES TR | $31.52万 | 0.12% | 6,231 | 337 | 5.7% | $1.70万 | 加仓 |
| ITB | ISHARES TR | $31.29万 | 0.12% | 2,994 | -7 | -0.2% | -$731 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $30.30万 | 0.11% | 5,981 | 355 | 6.3% | $1.80万 | 加仓 |
| MCD | MCDONALDS CORP | $30.29万 | 0.11% | 1,120 | 1 | 0.1% | $270 | 加仓 |
| SPHY | SPDR SERIES TRUST | $30.26万 | 0.11% | 12,910 | 704 | 5.8% | $1.65万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.96万 | 0.11% | 1,338 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $29.42万 | 0.11% | 2,918 | 41 | 1.4% | $4,134 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $29.38万 | 0.11% | 5,858 | 217 | 3.8% | $1.09万 | 加仓 |
| PULS | PGIM ETF TR | $28.70万 | 0.11% | 5,793 | 314 | 5.7% | $1.56万 | 加仓 |
| AOR | ISHARES TR | $28.70万 | 0.11% | 4,129 | -151 | -3.5% | -$1.05万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.52万 | 0.11% | 1,014 | 202 | 24.9% | $5.68万 | 重新持有 |
| EVSM | MORGAN STANLEY ETF TRUST | $28.37万 | 0.10% | 5,638 | 309 | 5.8% | $1.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.03万 | 0.10% | 550 | -15 | -2.7% | -$7,644 | 减仓 |
| WDFC | WD 40 CO | $28.02万 | 0.10% | 1,150 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $27.84万 | 0.10% | 12,986 | 591 | 4.8% | $1.27万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $27.56万 | 0.10% | 4,672 | 80 | 1.7% | $4,719 | 加仓 |
| VDE | VANGUARD WORLD FD | $27.42万 | 0.10% | 1,826 | 5 | 0.3% | $751 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $27.18万 | 0.10% | 5,373 | -106 | -1.9% | -$5,361 | 减仓 |
| AVGO | BROADCOM INC | $26.82万 | 0.10% | 710 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.80万 | 0.10% | 1,064 | -622 | -36.9% | -$15.67万 | 减仓 |
| WMT | WALMART INC | $26.72万 | 0.10% | 2,359 | -15 | -0.6% | -$1,699 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $26.47万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.75万 | 0.10% | 1,756 | -6 | -0.3% | -$880 | 减仓 |
| MCK | MCKESSON CORP | $25.69万 | 0.09% | 340 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.57万 | 0.09% | 684 | 1 | 0.1% | $374 | 重新持有 |
| TXN | TEXAS INSTRS INC | $25.19万 | 0.09% | 845 | 845 | — | $25.19万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $25.05万 | 0.09% | 4,395 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $24.56万 | 0.09% | 108 | 108 | — | $24.56万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.33万 | 0.09% | 3,958 | 182 | 4.8% | $1.12万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $24.25万 | 0.09% | 320 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $23.92万 | 0.09% | 3,168 | -35 | -1.1% | -$2,643 | 减仓 |
| IWD | ISHARES TR | $23.28万 | 0.09% | 960 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $23.09万 | 0.09% | 2,886 | 142 | 5.2% | $1.14万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $22.50万 | 0.08% | 2,973 | 2,973 | — | $22.50万 | 新建仓 |
| MTZ | MASTEC INC | $22.22万 | 0.08% | 534 | 534 | — | $22.22万 | 新建仓 |
| DVY | ISHARES TR | $22.20万 | 0.08% | 1,420 | -93 | -6.1% | -$1.45万 | 减仓 |
| SRE | SEMPRA | $21.79万 | 0.08% | 2,350 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.60万 | 0.08% | 1,303 | 71 | 5.8% | $1.18万 | 加仓 |
| TJX | TJX COS INC NEW | $21.50万 | 0.08% | 1,419 | 83 | 6.2% | $1.26万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $21.45万 | 0.08% | 10,529 | -175 | -1.6% | -$3,565 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.17万 | 0.08% | 8,065 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $20.86万 | 0.08% | 1,318 | 1,318 | — | $20.86万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.82万 | 0.08% | 326 | 326 | — | $20.82万 | 新建仓 |
| BBH | VANECK ETF TRUST | $20.45万 | 0.08% | 1,006 | 1,006 | — | $20.45万 | 新建仓 |
| BOND | PIMCO ETF TR | $20.36万 | 0.08% | 2,208 | 2,208 | — | $20.36万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $20.27万 | 0.07% | 4,003 | 4,003 | — | $20.27万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $20.27万 | 0.07% | 4,007 | 4,007 | — | $20.27万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.14万 | 0.07% | 2,826 | 2,826 | — | $20.14万 | 新建仓 |