13F 机构持仓

HOWARD FINANCIAL SERVICES, LTD.

DALLAS TX · SEC CIK 0001768130

2026Q22026Q1 更早 9 个季度 🔒
$10.01亿2026Q2 申报市值
269持仓数
48.4%前十大占比 · 第一大 11.3%
52 / 10新建仓 / 清仓
申报市值走势$10.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QUAL 11.3%
SCHD 6.2%
VIG 4.7%
AAPL 4.0%
SPGP 4.0%
RSP 4.0%
DGRW 3.8%
GTO 3.7%
HTRB 3.4%
PTRB 3.2%

2026Q2 买入最多 按季末市值估算

SCHG 加仓+$350.98万
VPLS 加仓+$301.86万
INTC 加仓+$291.02万
QUAL 加仓+$234.64万
DGRW 加仓+$222.18万

2026Q2 卖出最多 按季末市值估算

JPST 减仓-$355.96万
SJNK 减仓-$185.81万
TOTL 减仓-$172.92万
SPGP 减仓-$157.89万
UAMY 减仓-$143.25万

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
DGRO ISHARES TR $35.88万0.04%4,734 4,734— $35.88万 新建仓
ORCL ORACLE CORP $35.94万0.04%2,453 58831.5% $8.62万 加仓
ISRG INTUITIVE SURGICAL INC $35.95万0.04%904 -218-19.4% -$8.67万 减仓
XLE SELECT SECTOR SPDR TR $36.42万0.04%6,858 290.4% $1,540 加仓
USMV ISHARES TR $36.55万0.04%3,789 3,789— $36.55万 新建仓
DUK DUKE ENERGY CORP NEW $36.72万0.04%2,901 2,901— $36.72万 新建仓
VZ VERIZON COMMUNICATIONS INC $36.74万0.04%8,677 7469.4% $3.16万 加仓
UAMY UNITED STATES ANTIMONY CORP $36.82万0.04%50,711 -197,320-79.6% -$143.25万 减仓
UNP UNION PAC CORP $37.03万0.04%1,361 947.4% $2.56万 加仓
SLYV SPDR SERIES TRUST $37.19万0.04%3,408 -1,078-24.0% -$11.76万 减仓
CRM SALESFORCE INC $37.44万0.04%2,390 39119.6% $6.13万 加仓
APH AMPHENOL CORP $37.59万0.04%2,132 26614.3% $4.69万 加仓
T AT&T INC $38.09万0.04%18,403 3,23221.3% $6.69万 加仓
JOUT JOHNSON OUTDOORS INC $39.30万0.04%8,535 530.6% $2,440 加仓
TPYP TORTOISE CAPITAL SERIES TRUS $39.34万0.04%9,383 -115-1.2% -$4,822 减仓
GS GOLDMAN SACHS GROUP INC $39.88万0.04%394 51.3% $5,061 加仓
AZN ASTRAZENECA PLC $40.20万0.04%2,120 2,120— $40.20万 新建仓
— ADVISORSHARES TR $40.20万0.04%120,000 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $40.84万0.04%983 17020.9% $7.06万 加仓
KLAC KLA CORP $41.07万0.04%1,361 1,361— $41.07万 新建仓
VGT VANGUARD WORLD FD $41.19万0.04%3,446 60.2% $717 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $42.45万0.04%9,759 690.7% $3,001 加仓
IAU ISHARES GOLD TR $45.48万0.05%6,023 1,43331.2% $10.82万 加仓
QQQE DIREXION SHARES ETF TRUST $46.02万0.05%3,772 50.1% $610 加仓
LIN LINDE PLC $46.29万0.05%892 607.2% $3.11万 加仓
SHY ISHARES TR $46.45万0.05%5,657 40.1% $328 加仓
RSPG INVESCO EXCHANGE TRADED FD T $46.70万0.05%4,767 1,37940.7% $13.51万 加仓
— OS THERAPIES INCORPORATED $47.12万0.05%248,001 2,5651.0% $4,874 加仓
CAVA CAVA GROUP INC $47.76万0.05%6,085 00.0% — 不变
SPSM SPDR SERIES TRUST $48.09万0.05%8,338 160.2% $923 加仓
WES WESTERN MIDSTREAM PARTNERS L $49.89万0.05%11,401 2222.0% $9,715 加仓
YUM YUM BRANDS INC $53.01万0.05%3,316 -44-1.3% -$7,034 减仓
NXPI NXP SEMICONDUCTORS N V $53.03万0.05%1,887 251.3% $7,026 加仓
PG PROCTER & GAMBLE CO $53.12万0.05%3,622 1,53873.8% $22.56万 加仓
— FRANKLIN TEMPLETON ETF TR $53.20万0.05%4,284 4,284— $53.20万 新建仓
SPYD SPDR SERIES TRUST $53.40万0.05%11,194 00.0% — 不变
WFC WELLS FARGO & CO $54.07万0.05%6,543 771.2% $6,363 加仓
NOC NORTHROP GRUMMAN CORP $54.46万0.05%1,069 -101-8.6% -$5.15万 减仓
PPA INVESCO EXCHANGE TRADED FD T $54.85万0.05%3,105 30.1% $530 加仓
COP CONOCOPHILLIPS $55.65万0.06%5,353 831.6% $8,628 加仓
LRCX LAM RESEARCH CORP $56.67万0.06%1,308 00.0% — 不变
— SIREN ETF TR $56.85万0.06%6,202 -550-8.1% -$5.04万 减仓
AMAT APPLIED MATLS INC $58.16万0.06%804 -22-2.7% -$1.59万 减仓
JBI JANUS INTERNATIONAL GROUP IN $58.23万0.06%104,926 00.0% — 不变
NSC NORFOLK SOUTHN CORP $58.64万0.06%1,864 231.2% $7,236 加仓
AXP AMERICAN EXPRESS CO $58.76万0.06%1,737 24216.2% $8.19万 加仓
UPS UNITED PARCEL SVCS INC $59.76万0.06%5,559 1,55838.9% $16.75万 加仓
RTX RTX CORPORATION $60.97万0.06%3,214 842.7% $1.59万 加仓
NEE NEXTERA ENERGY INC $61.13万0.06%6,964 -46-0.7% -$4,038 减仓
QQQM INVESCO EXCH TRADED FD TR II $61.57万0.06%2,032 -146-6.7% -$4.42万 减仓
UBER UBER TECHNOLOGIES INC $62.77万0.06%8,698 4215.1% $3.04万 加仓
EMR EMERSON ELEC CO $63.52万0.06%4,438 2,286106.2% $32.72万 加仓
KRP KIMBELL RTY PARTNERS LP $63.66万0.06%43,815 00.0% — 不变
MO ALTRIA GROUP INC $64.00万0.06%8,895 -550-5.8% -$3.96万 减仓
IGPT INVESCO EXCHANGE TRADED FD T $66.46万0.07%6,384 6,384— $66.46万 新建仓
BKNG BOOKING HOLDINGS INC $66.77万0.07%3,746 2467.0% $4.38万 加仓
XLK SELECT SECTOR SPDR TR $66.81万0.07%3,507 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $66.83万0.07%2,340 2,340— $66.83万 新建仓
KMB KIMBERLY-CLARK CORP $67.72万0.07%6,169 3,479129.3% $38.19万 加仓
VEA VANGUARD TAX-MANAGED FDS $67.81万0.07%9,517 00.0% — 不变
TDAY USA TODAY CO INC $68.40万0.07%80,000 00.0% — 不变
HD HOME DEPOT INC $70.19万0.07%1,990 361.8% $1.27万 加仓
IVW ISHARES TR $71.04万0.07%5,166 4309.1% $5.91万 加仓
DELL DELL TECHNOLOGIES INC $71.19万0.07%1,650 -665-28.7% -$28.69万 减仓
CAT CATERPILLAR INC $71.19万0.07%669 375.9% $3.94万 加仓
EEM ISHARES TR $74.09万0.07%10,830 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $74.39万0.07%12,105 -373-3.0% -$2.29万 减仓
CRWV COREWEAVE INC $74.66万0.07%7,500 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.07%1 00.0% — 不变
AMGN AMGEN INC $76.22万0.08%2,105 482.3% $1.74万 加仓
TXN TEXAS INSTRS INC $77.61万0.08%2,604 1707.0% $5.07万 加仓
GLD SPDR GOLD TR $77.84万0.08%2,113 -174-7.6% -$6.41万 减仓
VCIT VANGUARD SCOTTSDALE FDS $78.08万0.08%9,447 00.0% — 不变
ESGU ISHARES TR $78.32万0.08%4,785 80.2% $1,309 加仓
NFLX NETFLIX INC. $81.16万0.08%11,367 -113-1.0% -$8,068 减仓
NUV NUVEEN MUN VALUE FD INC $83.04万0.08%90,060 00.0% — 不变
AGNC AGNC INVT CORP $83.25万0.08%76,372 1,9042.6% $2.08万 加仓
VEU VANGUARD INTL EQUITY INDEX F $87.54万0.09%10,453 10.0% $84 加仓
SOXX ISHARES TR $87.93万0.09%1,372 1,372— $87.93万 新建仓
VO VANGUARD INDEX FDS $92.20万0.09%11,444 00.0% — 不变
VB VANGUARD INDEX FDS $92.97万0.09%3,067 00.0% — 不变
CVX CHEVRON CORPORATION $93.26万0.09%5,626 4618.9% $7.64万 加仓
NBHC NATIONAL BK HLDGS CORP $94.15万0.09%21,191 -7,000-24.8% -$31.10万 减仓
GHC GRAHAM HLDGS CO $96.28万0.10%844 20.2% $2,282 加仓
MS MORGAN STANLEY $96.75万0.10%4,628 2846.5% $5.94万 加仓
IEMG ISHARES INC $96.97万0.10%11,706 10.0% $83 加仓
V VISA INC $97.46万0.10%2,841 742.7% $2.54万 加仓
BAC BANK AMERICA CORP $98.04万0.10%17,206 1,1567.2% $6.59万 加仓
IJH ISHARES TR $98.06万0.10%12,717 200.2% $1,542 加仓
BIL SPDR SERIES TRUST $98.07万0.10%10,702 -161-1.5% -$1.48万 减仓
COST COSTCO WHOLESALE CORPORATION $103.86万0.10%1,110 -16-1.4% -$1.50万 减仓
PM PHILIP MORRIS INTL INC $104.92万0.10%5,800 3446.3% $6.22万 加仓
AMD ADVANCED MICRO DEVICES INC $108.51万0.11%1,868 30019.1% $17.43万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $108.59万0.11%48,566 5,66713.2% $12.67万 加仓
LUV SOUTHWEST AIRLS CO $111.14万0.11%21,615 -1,292-5.6% -$6.64万 减仓
SPDW SPDR INDEX SHS FDS $113.06万0.11%22,437 00.0% — 不变
MRK MERCK & CO INC $114.94万0.11%8,945 4725.6% $6.07万 加仓
CHAT TIDAL TRUST II $116.09万0.12%11,764 11,764— $116.09万 新建仓
KO COCA COLA CO $116.15万0.12%14,291 2,23718.6% $18.18万 加仓
OKE ONEOK INC NEW $118.45万0.12%13,624 -480-3.4% -$4.17万 减仓