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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $96.55万 | 0.09% | 8,276 | -299 | -3.5% | -$3.49万 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $96.76万 | 0.09% | 26,462 | -11,071 | -29.5% | -$40.48万 | 减仓 |
| GLD | SPDR GOLD TR | $97.97万 | 0.09% | 2,659 | -1,133 | -29.9% | -$41.74万 | 减仓 |
| GLDM | WORLD GOLD TR | $98.31万 | 0.09% | 12,378 | 1,482 | 13.6% | $11.77万 | 加仓 |
| D | DOMINION ENERGY INC | $98.58万 | 0.09% | 14,435 | -148 | -1.0% | -$1.01万 | 减仓 |
| SO | SOUTHERN CO | $99.62万 | 0.09% | 10,408 | 173 | 1.7% | $1.66万 | 加仓 |
| RTX | RTX CORPORATION | $99.78万 | 0.09% | 5,259 | 527 | 11.1% | $10.00万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $99.78万 | 0.09% | 81,057 | 14,546 | 21.9% | $17.91万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $100.79万 | 0.09% | 11,637 | 217 | 1.9% | $1.88万 | 加仓 |
| CSCO | CISCO SYS INC | $102.36万 | 0.09% | 8,714 | 354 | 4.2% | $4.16万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $104.32万 | 0.09% | 6,141 | 763 | 14.2% | $12.96万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $104.37万 | 0.09% | 11,892 | 349 | 3.0% | $3.06万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $109.12万 | 0.10% | 56,073 | 2,098 | 3.9% | $4.08万 | 加仓 |
| INTC | INTEL CORP | $109.40万 | 0.10% | 7,835 | -590 | -7.0% | -$8.24万 | 减仓 |
| PYLD | PIMCO ETF TR | $110.43万 | 0.10% | 41,642 | 2,258 | 5.7% | $5.99万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $110.67万 | 0.10% | 31,967 | -2,206 | -6.5% | -$7.64万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $114.85万 | 0.10% | 15,644 | 1,385 | 9.7% | $10.17万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.58万 | 0.11% | 2,725 | -1,408 | -34.1% | -$60.75万 | 减仓 |
| WM | WASTE MGMT INC DEL | $119.05万 | 0.11% | 5,341 | 128 | 2.5% | $2.85万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $119.72万 | 0.11% | 2,388 | -14 | -0.6% | -$7,019 | 减仓 |
| ET | ENERGY TRANSFER L P | $122.11万 | 0.11% | 63,868 | 2,214 | 3.6% | $4.23万 | 加仓 |
| WMT | WALMART INC | $123.14万 | 0.11% | 10,872 | 709 | 7.0% | $8.03万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $123.33万 | 0.11% | 30,655 | -267 | -0.9% | -$1.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $123.95万 | 0.11% | 8,452 | 168 | 2.0% | $2.46万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $127.12万 | 0.12% | 31,321 | 1,692 | 5.7% | $6.87万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $128.33万 | 0.12% | 14,069 | 9,745 | 225.4% | $88.89万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $128.96万 | 0.12% | 24,401 | 1,069 | 4.6% | $5.65万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $130.13万 | 0.12% | 24,089 | 1,166 | 5.1% | $6.30万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $131.21万 | 0.12% | 23,248 | 2,374 | 11.4% | $13.40万 | 加仓 |
| XYLD | GLOBAL X FDS | $131.83万 | 0.12% | 32,320 | -2,164 | -6.3% | -$8.83万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $132.84万 | 0.12% | 29,298 | -1,481 | -4.8% | -$6.71万 | 减仓 |
| MAGS | LISTED FDS TR | $133.61万 | 0.12% | 20,779 | 6,769 | 48.3% | $43.53万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $135.12万 | 0.12% | 28,045 | 911 | 3.4% | $4.39万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $137.08万 | 0.12% | 8,023 | 8,023 | — | $137.08万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $137.67万 | 0.12% | 16,573 | -4,283 | -20.5% | -$35.58万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $140.90万 | 0.13% | 72,000 | -2,639 | -3.5% | -$5.16万 | 减仓 |
| USRT | ISHARES TR | $141.78万 | 0.13% | 21,336 | 1,567 | 7.9% | $10.41万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $141.83万 | 0.13% | 38,869 | 8,218 | 26.8% | $29.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $142.07万 | 0.13% | 1,519 | 66 | 4.5% | $6.17万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $143.76万 | 0.13% | 33,109 | 800 | 2.5% | $3.47万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $144.02万 | 0.13% | 7,961 | 1,817 | 29.6% | $32.87万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $146.38万 | 0.13% | 27,562 | -18,403 | -40.0% | -$97.74万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $148.03万 | 0.13% | 37,694 | -8,220 | -17.9% | -$32.28万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $149.13万 | 0.14% | 51,684 | 5,831 | 12.7% | $16.83万 | 加仓 |
| FLRT | PACER FDS TR | $149.64万 | 0.14% | 32,090 | 5,770 | 21.9% | $26.91万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $150.34万 | 0.14% | 15,531 | 353 | 2.3% | $3.42万 | 加仓 |
| GE | GE AEROSPACE | $150.49万 | 0.14% | 4,027 | 294 | 7.9% | $10.99万 | 加仓 |
| KO | COCA COLA CO | $151.23万 | 0.14% | 18,609 | 3,140 | 20.3% | $25.52万 | 加仓 |
| NKE | NIKE INC | $155.11万 | 0.14% | 37,786 | 1,256 | 3.4% | $5.16万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $155.49万 | 0.14% | 18,051 | -399 | -2.2% | -$3.44万 | 减仓 |
| HSY | HERSHEY CO | $155.95万 | 0.14% | 8,888 | 12 | 0.1% | $2,105 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $156.16万 | 0.14% | 6,149 | 141 | 2.3% | $3.58万 | 加仓 |
| MUNI | PIMCO ETF TR | $158.36万 | 0.14% | 30,106 | -4,273 | -12.4% | -$22.48万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $159.35万 | 0.14% | 14,874 | -1,320 | -8.2% | -$14.14万 | 减仓 |
| AIQ | GLOBAL X FDS | $159.88万 | 0.14% | 24,368 | -610 | -2.4% | -$4.00万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $161.70万 | 0.15% | 44,893 | 3,206 | 7.7% | $11.55万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $162.41万 | 0.15% | 13,848 | -532 | -3.7% | -$6.24万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $162.96万 | 0.15% | 52,063 | 848 | 1.7% | $2.65万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $163.15万 | 0.15% | 13,077 | 5,519 | 73.0% | $68.86万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $163.34万 | 0.15% | 36,500 | 2,976 | 8.9% | $13.32万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $163.99万 | 0.15% | 17,321 | 319 | 1.9% | $3.02万 | 加仓 |
| GPC | GENUINE PARTS CO | $164.57万 | 0.15% | 13,949 | 402 | 3.0% | $4.74万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $164.60万 | 0.15% | 31,263 | 378 | 1.2% | $1.99万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $166.40万 | 0.15% | 43,120 | 1,675 | 4.0% | $6.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $168.94万 | 0.15% | 18,310 | 1,358 | 8.0% | $12.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $169.22万 | 0.15% | 2,913 | -364 | -11.1% | -$21.15万 | 减仓 |
| QLD | PROSHARES TR | $171.37万 | 0.16% | 17,711 | 5,538 | 45.5% | $53.59万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $171.66万 | 0.16% | 38,593 | -1,177 | -3.0% | -$5.24万 | 减仓 |
| IYF | ISHARES TR | $172.93万 | 0.16% | 13,562 | 764 | 6.0% | $9.74万 | 加仓 |
| ABBV | ABBVIE INC | $180.92万 | 0.16% | 7,190 | 307 | 4.5% | $7.73万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $185.87万 | 0.17% | 25,609 | 658 | 2.6% | $4.78万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $185.92万 | 0.17% | 16,184 | 277 | 1.7% | $3.18万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $186.25万 | 0.17% | 39,039 | 3,743 | 10.6% | $17.86万 | 加仓 |
| MDT | MEDTRONIC PLC | $187.03万 | 0.17% | 23,907 | 850 | 3.7% | $6.65万 | 加仓 |
| HD | HOME DEPOT INC | $188.33万 | 0.17% | 5,340 | 398 | 8.1% | $14.04万 | 加仓 |
| NFLX | NETFLIX INC. | $189.22万 | 0.17% | 26,502 | 1,116 | 4.4% | $7.97万 | 加仓 |
| LIN | LINDE PLC | $189.26万 | 0.17% | 3,647 | 464 | 14.6% | $24.08万 | 加仓 |
| ADBE | ADOBE INC | $192.19万 | 0.17% | 9,374 | 611 | 7.0% | $12.53万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $192.20万 | 0.17% | 22,482 | 1,569 | 7.5% | $13.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $192.57万 | 0.17% | 3,749 | 142 | 3.9% | $7.29万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $192.86万 | 0.17% | 5,762 | 75 | 1.3% | $2.51万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $193.58万 | 0.18% | 52,315 | 1,525 | 3.0% | $5.64万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $193.84万 | 0.18% | 8,656 | 716 | 9.0% | $16.03万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $200.75万 | 0.18% | 81,770 | 1,105 | 1.4% | $2.71万 | 加仓 |
| LOW | LOWES COS INC | $200.77万 | 0.18% | 9,106 | 133 | 1.5% | $2.93万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $202.29万 | 0.18% | 40,636 | -1,741 | -4.1% | -$8.67万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $204.15万 | 0.18% | 11,557 | 534 | 4.8% | $9.43万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $206.96万 | 0.19% | 28,681 | 2,386 | 9.1% | $17.22万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $209.72万 | 0.19% | 21,357 | -183 | -0.8% | -$1.80万 | 减仓 |
| SJM | SMUCKER J M CO | $214.38万 | 0.19% | 19,056 | 864 | 4.7% | $9.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $214.38万 | 0.19% | 39,989 | 826 | 2.1% | $4.43万 | 加仓 |
| CRM | SALESFORCE INC | $216.17万 | 0.20% | 13,799 | 701 | 5.4% | $10.98万 | 加仓 |
| DIS | DISNEY WALT CO | $218.15万 | 0.20% | 22,665 | 323 | 1.4% | $3.11万 | 加仓 |
| LLY | ELI LILLY & CO | $218.56万 | 0.20% | 1,822 | 585 | 47.3% | $70.17万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $218.70万 | 0.20% | 57,612 | 7,096 | 14.0% | $26.94万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $219.64万 | 0.20% | 18,459 | 52 | 0.3% | $6,187 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $223.78万 | 0.20% | 20,817 | 191 | 0.9% | $2.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $226.93万 | 0.21% | 1,966 | 365 | 22.8% | $42.13万 | 加仓 |
| TGT | TARGET CORP | $227.41万 | 0.21% | 17,412 | -186 | -1.1% | -$2.43万 | 减仓 |
| USB | US BANCORP | $227.73万 | 0.21% | 37,704 | 132 | 0.4% | $7,973 | 加仓 |