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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $9,645.43万 | 10.86% | 502,864 | -4,887 | -1.0% | -$93.74万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,968.16万 | 6.72% | 1,945,292 | -10,245 | -0.5% | -$31.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,314.86万 | 4.86% | 200,635 | 4,817 | 2.5% | $103.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,690.84万 | 4.16% | 192,311 | 672 | 0.4% | $12.90万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $3,668.08万 | 4.13% | 340,836 | 5,336 | 1.6% | $57.43万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3,598.97万 | 4.05% | 768,519 | 27,377 | 3.7% | $128.21万 | 加仓 |
| AAPL | APPLE INC | $3,490.41万 | 3.93% | 137,531 | 7,236 | 5.6% | $183.64万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $3,333.63万 | 3.75% | 988,036 | 61,292 | 6.6% | $206.80万 | 加仓 |
| DGRW | WISDOMTREE TR | $3,296.98万 | 3.71% | 375,339 | 26,162 | 7.5% | $229.81万 | 加仓 |
| PTRB | PGIM ETF TR | $3,236.89万 | 3.64% | 779,785 | 46,787 | 6.4% | $194.21万 | 加仓 |
| IQLT | ISHARES TR | $2,202.87万 | 2.48% | 476,503 | 28,940 | 6.5% | $133.79万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,130.20万 | 2.40% | 536,169 | 10,049 | 1.9% | $39.92万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,076.93万 | 2.34% | 712,988 | 64,427 | 9.9% | $187.68万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,030.50万 | 2.29% | 414,982 | 23,515 | 6.0% | $115.06万 | 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 |
| ANGL | VANECK ETF TRUST | $1,921.87万 | 2.16% | 669,176 | 53,633 | 8.7% | $154.03万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,859.15万 | 2.09% | 744,257 | -95,679 | -11.4% | -$239.01万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,649.62万 | 1.86% | 186,482 | 11,994 | 6.9% | $106.10万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,453.64万 | 1.64% | 83,351 | 5,055 | 6.5% | $88.16万 | 加仓 |
| XSOE | WISDOMTREE TR | $1,350.70万 | 1.52% | 336,833 | 30,267 | 9.9% | $121.37万 | 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 |
| MOAT | VANECK ETF TRUST | $1,035.59万 | 1.17% | 107,093 | 22,502 | 26.6% | $217.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,008.39万 | 1.14% | 17,471 | 58 | 0.3% | $3.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $952.28万 | 1.07% | 25,725 | 2,820 | 12.3% | $104.39万 | 加仓 |
| CALF | PACER FDS TR | $808.71万 | 0.91% | 180,235 | -30,142 | -14.3% | -$135.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $731.59万 | 0.82% | 15,267 | 590 | 4.0% | $28.27万 | 加仓 |
| AMZN | AMAZON COM INC | $683.04万 | 0.77% | 32,796 | 3,336 | 11.3% | $69.48万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $670.59万 | 0.76% | 86,428 | 49,218 | 132.3% | $381.88万 | 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 |
| SBR | SABINE RTY TR | $510.62万 | 0.57% | 68,082 | 70 | 0.1% | $5,250 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $506.18万 | 0.57% | 133,768 | 14,392 | 12.1% | $54.46万 | 加仓 |
| AVGO | BROADCOM INC | $500.19万 | 0.56% | 16,161 | 887 | 5.8% | $27.45万 | 加仓 |
| IVV | ISHARES TR | $448.54万 | 0.51% | 6,867 | 282 | 4.3% | $18.42万 | 加仓 |
| GOOGL | ALPHABET INC | $425.58万 | 0.48% | 14,800 | 3,957 | 36.5% | $113.79万 | 加仓 |
| ET | ENERGY TRANSFER L P | $380.51万 | 0.43% | 197,157 | 8,982 | 4.8% | $17.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $354.54万 | 0.40% | 11,051 | -898 | -7.5% | -$28.81万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $347.70万 | 0.39% | 88,204 | -5,506 | -5.9% | -$21.70万 | 减仓 |
| — | EXXON MOBIL CORP | $341.61万 | 0.38% | 20,135 | -168 | -0.8% | -$2.85万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $300.62万 | 0.34% | 93,915 | 595 | 0.6% | $1.90万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $269.37万 | 0.30% | 81,752 | -134 | -0.2% | -$4,415 | 减仓 |
| MPLX | MPLX LP | $260.10万 | 0.29% | 45,575 | 841 | 1.9% | $4.80万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $258.98万 | 0.29% | 59,413 | -2,652 | -4.3% | -$11.56万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $250.10万 | 0.28% | 101,050 | -662 | -0.7% | -$1.64万 | 减仓 |
| PEP | PEPSICO INC | $241.87万 | 0.27% | 15,576 | -72 | -0.5% | -$1.12万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $216.53万 | 0.24% | 248,031 | 248,031 | — | $216.53万 | 新建仓 |
| IGSB | ISHARES TR | $212.44万 | 0.24% | 40,419 | 3,895 | 10.7% | $20.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $210.59万 | 0.24% | 7,159 | 918 | 14.7% | $27.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $210.24万 | 0.24% | 6,221 | 1,028 | 19.8% | $34.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $201.94万 | 0.23% | 13,805 | 140 | 1.0% | $2.05万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $193.53万 | 0.22% | 4,078 | 25 | 0.6% | $1.19万 | 加仓 |
| TSLA | TESLA INC | $183.05万 | 0.21% | 4,924 | -1,278 | -20.6% | -$47.51万 | 减仓 |
| GOOG | ALPHABET INC | $176.20万 | 0.20% | 6,142 | 808 | 15.1% | $23.18万 | 加仓 |
| IEFA | ISHARES TR | $171.86万 | 0.19% | 18,983 | -396 | -2.0% | -$3.59万 | 减仓 |
| WMT | WALMART INC | $171.70万 | 0.19% | 13,816 | 2,691 | 24.2% | $33.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $165.02万 | 0.19% | 21,046 | -14,733 | -41.2% | -$115.52万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $164.34万 | 0.19% | 17,487 | 53 | 0.3% | $4,981 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $151.17万 | 0.17% | 6,185 | 1,670 | 37.0% | $40.82万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $149.41万 | 0.17% | 16,149 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $149.14万 | 0.17% | 31,738 | 72 | 0.2% | $3,383 | 加仓 |
| META | META PLATFORMS INC | $148.57万 | 0.17% | 2,597 | 850 | 48.7% | $48.63万 | 加仓 |
| DMLP | DORCHESTER MINERALS LP | $139.95万 | 0.16% | 51,643 | 682 | 1.3% | $1.85万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $139.46万 | 0.16% | 92,233 | 169 | 0.2% | $2,555 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $128.66万 | 0.14% | 39,672 | 2,760 | 7.5% | $8.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $128.25万 | 0.14% | 2,567 | -72 | -2.7% | -$3.60万 | 减仓 |
| OKE | ONEOK INC NEW | $127.49万 | 0.14% | 14,104 | 1,549 | 12.3% | $14.00万 | 加仓 |
| GEV | GE VERNOVA INC | $119.76万 | 0.13% | 1,372 | -198 | -12.6% | -$17.28万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $116.21万 | 0.13% | 4,794 | 204 | 4.4% | $4.94万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $114.31万 | 0.13% | 73,039 | 73,039 | — | $114.31万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $112.18万 | 0.13% | 1,126 | 196 | 21.1% | $19.53万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $110.40万 | 0.12% | 28,191 | 28,191 | — | $110.40万 | 新建仓 |
| NFLX | NETFLIX INC | $110.38万 | 0.12% | 11,480 | 900 | 8.5% | $8.65万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $109.17万 | 0.12% | 21,817 | 3,267 | 17.6% | $16.35万 | 加仓 |
| LLY | ELI LILLY & CO | $108.94万 | 0.12% | 1,184 | 269 | 29.4% | $24.75万 | 加仓 |
| CVX | CHEVRON CORP NEW | $106.86万 | 0.12% | 5,165 | 785 | 17.9% | $16.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $102.42万 | 0.12% | 22,437 | 6 | 0.0% | $274 | 加仓 |
| MRK | MERCK & CO INC | $101.92万 | 0.11% | 8,473 | 666 | 8.5% | $8.01万 | 加仓 |
| BIL | SPDR SERIES TRUST | $99.54万 | 0.11% | 10,863 | -31,229 | -74.2% | -$286.17万 | 减仓 |
| GE | GE AEROSPACE | $98.56万 | 0.11% | 3,473 | -850 | -19.7% | -$24.12万 | 减仓 |
| GLD | SPDR GOLD TR | $98.41万 | 0.11% | 2,287 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $91.67万 | 0.10% | 12,054 | 3,725 | 44.7% | $28.33万 | 加仓 |
| ABBV | ABBVIE INC | $90.85万 | 0.10% | 4,177 | 932 | 28.7% | $20.27万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $90.73万 | 0.10% | 42,899 | 942 | 2.2% | $1.99万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $90.20万 | 0.10% | 5,456 | 458 | 9.2% | $7.57万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $89.03万 | 0.10% | 842 | 1 | 0.1% | $1,057 | 加仓 |
| CSCO | CISCO SYS INC | $88.54万 | 0.10% | 11,411 | 750 | 7.0% | $5.82万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $86.06万 | 0.10% | 22,907 | 181 | 0.8% | $6,800 | 加仓 |
| IJH | ISHARES TR | $85.74万 | 0.10% | 12,697 | 3,723 | 41.5% | $25.14万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.95万 | 0.10% | 2,176 | 292 | 15.5% | $11.40万 | 加仓 |
| TQQQ | PROSHARES TR | $84.40万 | 0.10% | 20,250 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $83.63万 | 0.09% | 2,767 | 916 | 49.5% | $27.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $82.16万 | 0.09% | 2,861 | 2,861 | — | $82.16万 | 新建仓 |
| IEMG | ISHARES INC | $81.64万 | 0.09% | 11,705 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $80.96万 | 0.09% | 90,060 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $80.32万 | 0.09% | 3,067 | 3,067 | — | $80.32万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $79.79万 | 0.09% | 1,170 | 27 | 2.4% | $1.84万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $78.49万 | 0.09% | 10,452 | 10,452 | — | $78.49万 | 新建仓 |
| BAC | BANK AMERICA CORP | $78.25万 | 0.09% | 16,050 | 6,665 | 71.0% | $32.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.17万 | 0.09% | 9,447 | 9,447 | — | $78.17万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $76.12万 | 0.09% | 2,253 | 134 | 6.3% | $4.53万 | 加仓 |