HOWARD FINANCIAL SERVICES, LTD.
DALLAS TX · SEC CIK 0001768130
$8.88亿2026Q1 申报市值
223持仓数
49.8%前十大占比 · 第一大 10.9%
29 / 8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
VPLS 加仓+$381.88万
RDVY 加仓+$305.17万
JPST 加仓+$232.60万
DGRW 加仓+$229.81万
MOAT 加仓+$217.59万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$286.17万
SJNK 减仓-$239.01万
CALF 减仓-$135.25万
BSV 减仓-$115.52万
CADENCE BANK 清仓-$109.83万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $425.58万 | 0.48% | 14,800 | 3,957 | 36.5% | $113.79万 | 加仓 |
| IVV | ISHARES TR | $448.54万 | 0.51% | 6,867 | 282 | 4.3% | $18.42万 | 加仓 |
| AVGO | BROADCOM INC | $500.19万 | 0.56% | 16,161 | 887 | 5.8% | $27.45万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $506.18万 | 0.57% | 133,768 | 14,392 | 12.1% | $54.46万 | 加仓 |
| SBR | SABINE RTY TR | $510.62万 | 0.57% | 68,082 | 70 | 0.1% | $5,250 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $627.87万 | 0.71% | 353,732 | -6,839 | -1.9% | -$12.14万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $670.59万 | 0.76% | 86,428 | 49,218 | 132.3% | $381.88万 | 加仓 |
| AMZN | AMAZON COM INC | $683.04万 | 0.77% | 32,796 | 3,336 | 11.3% | $69.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $731.59万 | 0.82% | 15,267 | 590 | 4.0% | $28.27万 | 加仓 |
| CALF | PACER FDS TR | $808.71万 | 0.91% | 180,235 | -30,142 | -14.3% | -$135.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $952.28万 | 1.07% | 25,725 | 2,820 | 12.3% | $104.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,008.39万 | 1.14% | 17,471 | 58 | 0.3% | $3.35万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,035.59万 | 1.17% | 107,093 | 22,502 | 26.6% | $217.59万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,116.52万 | 1.26% | 220,612 | 45,959 | 26.3% | $232.60万 | 加仓 |
| XSOE | WISDOMTREE TR | $1,350.70万 | 1.52% | 336,833 | 30,267 | 9.9% | $121.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,453.64万 | 1.64% | 83,351 | 5,055 | 6.5% | $88.16万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $1,542.52万 | 1.74% | 23,719 | -827 | -3.4% | -$53.78万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,649.62万 | 1.86% | 186,482 | 11,994 | 6.9% | $106.10万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,859.15万 | 2.09% | 744,257 | -95,679 | -11.4% | -$239.01万 | 减仓 |
| ANGL | VANECK ETF TRUST | $1,921.87万 | 2.16% | 669,176 | 53,633 | 8.7% | $154.03万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,967.17万 | 2.22% | 288,104 | 44,694 | 18.4% | $305.17万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,030.50万 | 2.29% | 414,982 | 23,515 | 6.0% | $115.06万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,076.93万 | 2.34% | 712,988 | 64,427 | 9.9% | $187.68万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,130.20万 | 2.40% | 536,169 | 10,049 | 1.9% | $39.92万 | 加仓 |
| IQLT | ISHARES TR | $2,202.87万 | 2.48% | 476,503 | 28,940 | 6.5% | $133.79万 | 加仓 |
| PTRB | PGIM ETF TR | $3,236.89万 | 3.64% | 779,785 | 46,787 | 6.4% | $194.21万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,296.98万 | 3.71% | 375,339 | 26,162 | 7.5% | $229.81万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $3,333.63万 | 3.75% | 988,036 | 61,292 | 6.6% | $206.80万 | 加仓 |
| AAPL | APPLE INC | $3,490.41万 | 3.93% | 137,531 | 7,236 | 5.6% | $183.64万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,598.97万 | 4.05% | 768,519 | 27,377 | 3.7% | $128.21万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $3,668.08万 | 4.13% | 340,836 | 5,336 | 1.6% | $57.43万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,690.84万 | 4.16% | 192,311 | 672 | 0.4% | $12.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,314.86万 | 4.86% | 200,635 | 4,817 | 2.5% | $103.59万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,968.16万 | 6.72% | 1,945,292 | -10,245 | -0.5% | -$31.43万 | 减仓 |
| QUAL | ISHARES TR | $9,645.43万 | 10.86% | 502,864 | -4,887 | -1.0% | -$93.74万 | 减仓 |