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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $1,668.51万 | 7.02% | 112,660 | 785 | 0.7% | $11.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,563.48万 | 6.58% | 35,794 | -136 | -0.4% | -$5.94万 | 减仓 |
| AAPL | APPLE INC | $900.09万 | 3.79% | 35,465 | 3,124 | 9.7% | $79.29万 | 加仓 |
| VB | VANGUARD INDEX FDS | $834.63万 | 3.51% | 31,865 | 3 | 0.0% | $786 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $572.22万 | 2.41% | 26,607 | -484 | -1.8% | -$10.41万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $565.80万 | 2.38% | 289,707 | 8,990 | 3.2% | $17.56万 | 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 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $549.53万 | 2.31% | 269,076 | 8,609 | 3.3% | $17.58万 | 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 |
| PLTR | PALANTIR TECHNOLOGIES INC | $499.40万 | 2.10% | 34,140 | 1,877 | 5.8% | $27.46万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $480.62万 | 2.02% | 34,747 | -1,034 | -2.9% | -$14.30万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $449.71万 | 1.89% | 88,858 | -256 | -0.3% | -$1.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $445.14万 | 1.87% | 7,449 | 134 | 1.8% | $8.01万 | 加仓 |
| IVV | ISHARES TR | $445.08万 | 1.87% | 6,813 | 702 | 11.5% | $45.86万 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T | $432.22万 | 1.82% | 6,646 | 135 | 2.1% | $8.78万 | 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 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $418.01万 | 1.76% | 186,901 | 13,838 | 8.0% | $30.95万 | 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 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $389.27万 | 1.64% | 185,057 | 12,967 | 7.5% | $27.28万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $382.36万 | 1.61% | 50,913 | 4,598 | 9.9% | $34.53万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $368.24万 | 1.55% | 143,898 | 10,908 | 8.2% | $27.91万 | 加仓 |
| IVW | ISHARES TR | $349.71万 | 1.47% | 30,918 | -281 | -0.9% | -$3.18万 | 减仓 |
| GOOGL | ALPHABET INC | $322.31万 | 1.36% | 11,208 | 3,524 | 45.9% | $101.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $319.37万 | 1.34% | 43,369 | 1,287 | 3.1% | $9.48万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $312.73万 | 1.32% | 62,484 | 11,821 | 23.3% | $59.16万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $297.41万 | 1.25% | 59,045 | 11,433 | 24.0% | $57.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $294.72万 | 1.24% | 15,021 | -3 | -0.0% | -$589 | 减仓 |
| FLTR | VANECK ETF TRUST | $257.00万 | 1.08% | 100,864 | 3,523 | 3.6% | $8.98万 | 加仓 |
| AMZN | AMAZON COM INC | $256.59万 | 1.08% | 12,320 | 3,884 | 46.0% | $80.89万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $251.39万 | 1.06% | 32,601 | 977 | 3.1% | $7.53万 | 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 |
| GOOG | ALPHABET INC | $227.08万 | 0.96% | 7,916 | 1,976 | 33.3% | $56.68万 | 加仓 |
| VV | VANGUARD INDEX FDS | $223.87万 | 0.94% | 7,491 | -237 | -3.1% | -$7.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $216.87万 | 0.91% | 6,760 | -180 | -2.6% | -$5.77万 | 减仓 |
| CWB | SPDR SERIES TRUST | $212.54万 | 0.89% | 23,223 | -322 | -1.4% | -$2.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $207.89万 | 0.88% | 3,601 | 1,561 | 76.5% | $90.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $164.54万 | 0.69% | 36,043 | 39 | 0.1% | $1,780 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $163.64万 | 0.69% | 8,044 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $155.03万 | 0.65% | 88,386 | 2,069 | 2.4% | $3.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.30万 | 0.65% | 1,538 | 885 | 135.5% | $88.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $152.52万 | 0.64% | 4,120 | 765 | 22.8% | $28.32万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $149.51万 | 0.63% | 26,377 | -541 | -2.0% | -$3.07万 | 减仓 |
| BIZD | VANECK ETF TRUST | $147.01万 | 0.62% | 114,849 | 2,818 | 2.5% | $3.61万 | 加仓 |
| VHT | VANGUARD WORLD FD | $146.61万 | 0.62% | 5,383 | -142 | -2.6% | -$3.87万 | 减仓 |
| IOO | ISHARES TR | $146.09万 | 0.61% | 12,076 | -474 | -3.8% | -$5.73万 | 减仓 |
| ITA | ISHARES TR | $140.22万 | 0.59% | 6,409 | -185 | -2.8% | -$4.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $125.24万 | 0.53% | 14,119 | -177 | -1.2% | -$1.57万 | 减仓 |
| SDY | SPDR SERIES TRUST | $124.97万 | 0.53% | 8,563 | -277 | -3.1% | -$4.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $123.97万 | 0.52% | 4,214 | 908 | 27.5% | $26.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $121.95万 | 0.51% | 6,992 | 3,259 | 87.3% | $56.84万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $120.52万 | 0.51% | 5,856 | -109 | -1.8% | -$2.24万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $119.19万 | 0.50% | 47,712 | 1,678 | 3.6% | $4.19万 | 加仓 |
| EES | WISDOMTREE TR | $111.35万 | 0.47% | 19,183 | 13 | 0.1% | $755 | 加仓 |
| SPYV | SPDR SERIES TRUST | $104.56万 | 0.44% | 18,479 | -2,877 | -13.5% | -$16.28万 | 减仓 |
| META | META PLATFORMS INC | $103.72万 | 0.44% | 1,812 | -16 | -0.9% | -$9,159 | 减仓 |
| V | VISA INC | $101.47万 | 0.43% | 3,357 | -9 | -0.3% | -$2,720 | 减仓 |
| PFF | ISHARES TR | $94.55万 | 0.40% | 31,183 | -1,111 | -3.4% | -$3.37万 | 减仓 |
| TSLA | TESLA INC | $94.09万 | 0.40% | 2,531 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $93.59万 | 0.39% | 1,873 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $92.12万 | 0.39% | 9,876 | 483 | 5.1% | $4.51万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $89.73万 | 0.38% | 12,872 | -188 | -1.4% | -$1.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $83.76万 | 0.35% | 3,426 | 4 | 0.1% | $978 | 加仓 |
| VFH | VANGUARD WORLD FD | $81.03万 | 0.34% | 6,707 | 47 | 0.7% | $5,678 | 加仓 |
| NFLX | NETFLIX INC. | $80.28万 | 0.34% | 8,349 | 540 | 6.9% | $5.19万 | 加仓 |
| IWM | ISHARES TR | $78.20万 | 0.33% | 3,153 | -117 | -3.6% | -$2.90万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.27万 | 0.32% | 1,078 | 29 | 2.8% | $2.02万 | 加仓 |
| — | EXXON MOBIL CORP | $71.61万 | 0.30% | 4,220 | -222 | -5.0% | -$3.77万 | 减仓 |
| HD | HOME DEPOT INC | $70.68万 | 0.30% | 2,149 | 1,067 | 98.6% | $35.09万 | 加仓 |
| IJH | ISHARES TR | $70.63万 | 0.30% | 10,459 | -162 | -1.5% | -$1.09万 | 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 |
| AMLP | ALPS ETF TR | $65.98万 | 0.28% | 12,534 | -659 | -5.0% | -$3.47万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.84万 | 0.27% | 1,378 | -58 | -4.0% | -$2.69万 | 减仓 |
| QYLD | GLOBAL X FDS | $62.27万 | 0.26% | 36,306 | 1,075 | 3.1% | $1.84万 | 加仓 |
| EFA | ISHARES TR | $61.87万 | 0.26% | 6,370 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $61.87万 | 0.26% | 11,854 | 1,449 | 13.9% | $7.56万 | 加仓 |
| LLY | ELI LILLY & CO | $59.60万 | 0.25% | 647 | 15 | 2.4% | $1.38万 | 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 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $58.78万 | 0.25% | 24,880 | 3,010 | 13.8% | $7.11万 | 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 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $58.46万 | 0.25% | 25,392 | 3,020 | 13.5% | $6.95万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $58.17万 | 0.24% | 6,851 | 6,851 | — | $58.17万 | 新建仓 |
| XYLD | GLOBAL X FDS | $56.18万 | 0.24% | 14,358 | -63 | -0.4% | -$2,465 | 减仓 |
| DNL | WISDOMTREE TR | $56.01万 | 0.24% | 13,874 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $55.73万 | 0.23% | 1,307 | -9 | -0.7% | -$3,838 | 减仓 |
| VO | VANGUARD INDEX FDS | $53.40万 | 0.22% | 1,859 | -12 | -0.6% | -$3,447 | 减仓 |
| CTAS | CINTAS CORP | $50.95万 | 0.21% | 3,012 | 3,012 | — | $50.95万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $50.79万 | 0.21% | 6,274 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $50.77万 | 0.21% | 1,180 | 1,180 | — | $50.77万 | 新建仓 |
| SHYG | ISHARES TR | $48.67万 | 0.20% | 11,502 | 1,335 | 13.1% | $5.65万 | 加仓 |
| MRK | MERCK & CO INC | $46.24万 | 0.19% | 3,843 | -60 | -1.5% | -$7,219 | 减仓 |
| IJR | ISHARES TR | $46.17万 | 0.19% | 3,714 | -4 | -0.1% | -$497 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $46.12万 | 0.19% | 5,572 | 913 | 19.6% | $7.56万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $43.93万 | 0.18% | 17,546 | 2,967 | 20.4% | $7.43万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $42.07万 | 0.18% | 5,321 | 15 | 0.3% | $1,186 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $41.80万 | 0.18% | 8,396 | 1,899 | 29.2% | $9.45万 | 加仓 |
| DWM | WISDOMTREE TR | $39.24万 | 0.17% | 5,615 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $36.68万 | 0.15% | 1,686 | -44 | -2.5% | -$9,574 | 减仓 |
| MCD | MCDONALDS CORP | $34.78万 | 0.15% | 1,119 | 2 | 0.2% | $622 | 加仓 |
| IWB | ISHARES TR | $34.29万 | 0.14% | 961 | -8 | -0.8% | -$2,855 | 减仓 |