HBW ADVISORY SERVICES LLC
SIMI VALLEY CA · SEC CIK 0001790525
$11.04亿2026Q2 申报市值
463持仓数
26.0%前十大占比 · 第一大 5.2%
50 / 39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
ACYN 新建仓+$2,457.56万
PHYL 新建仓+$448.84万
SPMO 加仓+$322.48万
ULTA 加仓+$318.36万
AIRR 加仓+$299.68万
2026Q2 卖出最多 按季末市值估算
ULTIMUS MANAGERS 减仓-$2,357.19万
WISDOMTREE TR 清仓-$285.07万
AMGN 减仓-$156.80万
JIRE 减仓-$110.73万
JEPI 减仓-$103.56万
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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $53.44万 | 0.05% | 1,787 | 181 | 11.3% | $5.41万 | 加仓 |
| IGE | ISHARES TR | $53.53万 | 0.05% | 9,529 | -108 | -1.1% | -$6,067 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $53.62万 | 0.05% | 10,547 | -489 | -4.4% | -$2.49万 | 减仓 |
| BAC | BANK OF AMER CORP | $53.69万 | 0.05% | 9,423 | 841 | 9.8% | $4.79万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $53.96万 | 0.05% | 26,054 | 863 | 3.4% | $1.79万 | 加仓 |
| KLAC | KLA CORP | $54.01万 | 0.05% | 1,790 | -2,290 | -56.1% | -$69.09万 | 减仓 |
| SLV | ISHARES SILVER TR | $54.50万 | 0.05% | 10,192 | 1,165 | 12.9% | $6.23万 | 加仓 |
| IWF | ISHARES TR | $54.67万 | 0.05% | 4,403 | -4,873 | -52.5% | -$60.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $54.70万 | 0.05% | 1,617 | 316 | 24.3% | $10.69万 | 加仓 |
| TXN | TEXAS INSTRS INC | $55.17万 | 0.05% | 1,851 | 121 | 7.0% | $3.61万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $57.05万 | 0.05% | 11,563 | 1,027 | 9.7% | $5.07万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.28万 | 0.05% | 16,989 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.43万 | 0.05% | 18,125 | 18,125 | — | $57.43万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $57.52万 | 0.05% | 14,910 | -4,270 | -22.3% | -$16.47万 | 减仓 |
| AMAT | APPLIED MATLS INC | $58.52万 | 0.05% | 809 | -41 | -4.8% | -$2.97万 | 减仓 |
| BOTZ | GLOBAL X FDS | $58.82万 | 0.05% | 15,504 | 98 | 0.6% | $3,718 | 加仓 |
| MS | MORGAN STANLEY | $59.70万 | 0.05% | 2,856 | 1,594 | 126.3% | $33.32万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $59.98万 | 0.05% | 30,569 | 8,240 | 36.9% | $16.17万 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $60.94万 | 0.06% | 72,553 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $61.10万 | 0.06% | 6,850 | 6,850 | — | $61.10万 | 新建仓 |
| IXN | ISHARES TR | $61.10万 | 0.06% | 4,229 | 4,229 | — | $61.10万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $61.41万 | 0.06% | 16,705 | -412 | -2.4% | -$1.51万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $61.75万 | 0.06% | 15,387 | -1,545 | -9.1% | -$6.20万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $62.40万 | 0.06% | 10,937 | 229 | 2.1% | $1.31万 | 加仓 |
| URA | GLOBAL X FDS | $62.86万 | 0.06% | 14,385 | 4,460 | 44.9% | $19.49万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $63.20万 | 0.06% | 1,241 | -46 | -3.6% | -$2.34万 | 减仓 |
| PSX | PHILLIPS 66 | $64.56万 | 0.06% | 3,819 | 1,481 | 63.3% | $25.04万 | 加仓 |
| QDPL | PACER FDS TR | $65.07万 | 0.06% | 14,438 | -2,563 | -15.1% | -$11.55万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $65.10万 | 0.06% | 5,083 | 5,083 | — | $65.10万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $65.17万 | 0.06% | 14,732 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $65.21万 | 0.06% | 7,257 | 4,210 | 138.2% | $37.83万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $65.40万 | 0.06% | 2,633 | 29 | 1.1% | $7,204 | 加仓 |
| ARKQ | ARK ETF TR | $65.80万 | 0.06% | 4,977 | 1,108 | 28.6% | $14.65万 | 加仓 |
| CAIE | CALAMOS ETF TR | $66.22万 | 0.06% | 24,338 | 10,374 | 74.3% | $28.23万 | 加仓 |
| IDXX | IDEXX LABS INC | $66.28万 | 0.06% | 1,259 | -564 | -30.9% | -$29.69万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $67.01万 | 0.06% | 15,879 | -1,203 | -7.0% | -$5.08万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $67.40万 | 0.06% | 2,719 | 68 | 2.6% | $1.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $67.45万 | 0.06% | 9,467 | -407 | -4.1% | -$2.90万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $67.63万 | 0.06% | 2,270 | 73 | 3.3% | $2.17万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $67.88万 | 0.06% | 14,056 | -660 | -4.5% | -$3.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $67.94万 | 0.06% | 7,731 | -324 | -4.0% | -$2.85万 | 减仓 |
| TQQQ | PROSHARES TR | $67.95万 | 0.06% | 8,389 | -1,099 | -11.6% | -$8.90万 | 减仓 |
| PSFF | PACER FDS TR | $67.99万 | 0.06% | 19,815 | 118 | 0.6% | $4,049 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $68.24万 | 0.06% | 813 | -245 | -23.2% | -$20.56万 | 减仓 |
| BUG | Global X Funds | $68.40万 | 0.06% | 17,911 | 234 | 1.3% | $8,936 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $68.65万 | 0.06% | 16,611 | 334 | 2.1% | $1.38万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $68.71万 | 0.06% | 17,261 | -102 | -0.6% | -$4,060 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $69.81万 | 0.06% | 16,212 | -59 | -0.4% | -$2,541 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $69.81万 | 0.06% | 1,860 | -879 | -32.1% | -$32.99万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $69.85万 | 0.06% | 27,204 | -10,296 | -27.5% | -$26.43万 | 减仓 |
| MTUM | ISHARES TR | $72.10万 | 0.07% | 2,103 | 8 | 0.4% | $2,743 | 加仓 |
| VCR | VANGUARD WORLD FD | $72.70万 | 0.07% | 1,833 | 83 | 4.7% | $3.29万 | 加仓 |
| SOXX | ISHARES TR | $72.88万 | 0.07% | 1,137 | 107 | 10.4% | $6.86万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $72.97万 | 0.07% | 4,151 | -62 | -1.5% | -$1.09万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $73.91万 | 0.07% | 10,937 | -6,551 | -37.5% | -$44.27万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $74.31万 | 0.07% | 2,807 | 41 | 1.5% | $1.09万 | 加仓 |
| CI | THE CIGNA GROUP | $75.45万 | 0.07% | 2,737 | -17 | -0.6% | -$4,686 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $75.54万 | 0.07% | 15,072 | 326 | 2.2% | $1.63万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $76.19万 | 0.07% | 23,817 | 422 | 1.8% | $1.35万 | 加仓 |
| DGRO | ISHARES TR | $76.29万 | 0.07% | 10,066 | -590 | -5.5% | -$4.47万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $76.62万 | 0.07% | 18,283 | -132 | -0.7% | -$5,532 | 减仓 |
| GDX | VANECK ETF TRUST | $76.84万 | 0.07% | 10,184 | -3,627 | -26.3% | -$27.37万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $77.19万 | 0.07% | 1,011 | -507 | -33.4% | -$38.71万 | 减仓 |
| AMGN | AMGEN COMMON | $77.31万 | 0.07% | 2,135 | -4,330 | -67.0% | -$156.80万 | 减仓 |
| RKLB | ROCKET LAB CORP | $77.60万 | 0.07% | 7,634 | -812 | -9.6% | -$8.25万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $77.74万 | 0.07% | 30,750 | 5,650 | 22.5% | $14.28万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $77.85万 | 0.07% | 17,035 | 865 | 5.3% | $3.95万 | 加仓 |
| IDU | ISHARES TR | $78.87万 | 0.07% | 6,882 | 548 | 8.7% | $6.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $79.02万 | 0.07% | 2,939 | 882 | 42.9% | $23.71万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $80.01万 | 0.07% | 8,519 | 74 | 0.9% | $6,950 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $80.09万 | 0.07% | 8,300 | 2,035 | 32.5% | $19.64万 | 加仓 |
| — | EXXON MOBIL CORP | $80.99万 | 0.07% | 5,924 | 315 | 5.6% | $4.31万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $81.62万 | 0.07% | 24,863 | -726 | -2.8% | -$2.38万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $81.98万 | 0.07% | 13,486 | 1,869 | 16.1% | $11.36万 | 加仓 |
| NOBL | PROSHARES TR | $82.25万 | 0.07% | 14,646 | 932 | 6.8% | $5.23万 | 加仓 |
| PWR | QUANTA SVCS INC | $82.43万 | 0.07% | 1,145 | -292 | -20.3% | -$21.02万 | 减仓 |
| UNP | UNION PAC CORP | $82.70万 | 0.07% | 3,040 | 204 | 7.2% | $5.55万 | 加仓 |
| IOO | ISHARES TR | $82.88万 | 0.08% | 6,067 | 329 | 5.7% | $4.49万 | 加仓 |
| MGK | VANGUARD WORLD FD | $83.12万 | 0.08% | 9,455 | 25 | 0.3% | $2,198 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $83.23万 | 0.08% | 30,298 | 6,552 | 27.6% | $18.00万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $83.47万 | 0.08% | 14,852 | 14,852 | — | $83.47万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.79万 | 0.08% | 14,038 | 352 | 2.6% | $2.10万 | 加仓 |
| COFS | CHOICEONE FINANCIA | $84.25万 | 0.08% | 24,779 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $84.59万 | 0.08% | 16,841 | 7,920 | 88.8% | $39.78万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $85.28万 | 0.08% | 3,033 | -51 | -1.7% | -$1.43万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $87.07万 | 0.08% | 11,408 | 2,206 | 24.0% | $16.84万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $88.36万 | 0.08% | 20,416 | -2,244 | -9.9% | -$9.71万 | 减仓 |
| MPC | MARATHON PETE CORP | $88.54万 | 0.08% | 3,463 | 765 | 28.4% | $19.56万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $88.69万 | 0.08% | 30,351 | -526 | -1.7% | -$1.54万 | 减仓 |
| MGC | VANGUARD WORLD FD | $88.84万 | 0.08% | 3,247 | 142 | 4.6% | $3.89万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $88.84万 | 0.08% | 43,252 | 43,252 | — | $88.84万 | 新建仓 |
| XTWY | BONDBLOXX ETF TRUST | $88.96万 | 0.08% | 23,700 | 2,641 | 12.5% | $9.91万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $92.19万 | 0.08% | 10,231 | -1,440 | -12.3% | -$12.98万 | 减仓 |
| QQQI | NEOS ETF TRUST | $92.20万 | 0.08% | 16,235 | 4,584 | 39.3% | $26.03万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $92.75万 | 0.08% | 32,681 | 7,749 | 31.1% | $21.99万 | 加仓 |
| GLW | CORNING INC | $93.49万 | 0.08% | 3,660 | 104 | 2.9% | $2.66万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $95.03万 | 0.09% | 12,687 | -1,095 | -7.9% | -$8.20万 | 减仓 |
| — | COLUMBIA ETF TR I | $95.53万 | 0.09% | 24,791 | 1,300 | 5.5% | $5.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.10万 | 0.09% | 950 | 114 | 13.6% | $11.53万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $96.30万 | 0.09% | 4,419 | -659 | -13.0% | -$14.36万 | 减仓 |