HBW ADVISORY SERVICES LLC
SIMI VALLEY CA · SEC CIK 0001790525
$9.49亿2026Q1 申报市值
444持仓数
25.6%前十大占比 · 第一大 5.3%
50 / 28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
JPIE 加仓+$1,108.74万
XAR 加仓+$550.08万
SHLD 加仓+$430.64万
BUFR 加仓+$427.90万
GRID 加仓+$378.29万
2026Q1 卖出最多 按季末市值估算
PAVE 减仓-$346.00万
BANK MONTREAL ME 减仓-$323.88万
COWZ 减仓-$292.99万
MOAT 减仓-$218.42万
XLK 减仓-$181.19万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $220.63万 | 0.23% | 3,114 | -394 | -11.2% | -$27.92万 | 减仓 |
| DIS | DISNEY WALT CO | $215.34万 | 0.23% | 22,342 | -1,765 | -7.3% | -$17.01万 | 减仓 |
| TGT | TARGET CORP | $213.29万 | 0.22% | 17,598 | 472 | 2.8% | $5.72万 | 加仓 |
| ADBE | ADOBE INC | $213.01万 | 0.22% | 8,763 | 771 | 9.6% | $18.74万 | 加仓 |
| LOW | LOWES COS INC | $212.02万 | 0.22% | 8,973 | -1,117 | -11.1% | -$26.39万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $210.97万 | 0.22% | 42,377 | -2,899 | -6.4% | -$14.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $207.95万 | 0.22% | 7,069 | -175 | -2.4% | -$5.15万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $202.99万 | 0.21% | 21,540 | 2,324 | 12.1% | $21.90万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $202.92万 | 0.21% | 20,626 | 225 | 1.1% | $2.21万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $201.71万 | 0.21% | 3,859 | -837 | -17.8% | -$43.75万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $200.55万 | 0.21% | 12,401 | 3 | 0.0% | $485 | 加仓 |
| MDT | MEDTRONIC PLC | $199.79万 | 0.21% | 23,057 | 1,293 | 5.9% | $11.20万 | 加仓 |
| USB | US BANCORP DEL | $195.41万 | 0.21% | 37,572 | -511 | -1.3% | -$2.66万 | 减仓 |
| ASML | ASML HOLDING N V | $195.10万 | 0.21% | 1,477 | -345 | -18.9% | -$45.57万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $193.35万 | 0.20% | 39,163 | -20,544 | -34.4% | -$101.43万 | 减仓 |
| NKE | NIKE INC | $192.95万 | 0.20% | 36,530 | -3,872 | -9.6% | -$20.45万 | 减仓 |
| NOW | SERVICENOW INC | $192.84万 | 0.20% | 18,445 | 6,264 | 51.4% | $65.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $189.14万 | 0.20% | 26,295 | -3,186 | -10.8% | -$22.92万 | 减仓 |
| APP | APPLOVIN CORP | $187.46万 | 0.20% | 4,710 | -405 | -7.9% | -$16.12万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $186.71万 | 0.20% | 41,445 | -14,171 | -25.5% | -$63.84万 | 减仓 |
| HSY | HERSHEY CO | $184.52万 | 0.19% | 8,876 | 220 | 2.5% | $4.57万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $182.65万 | 0.19% | 11,023 | 1,208 | 12.3% | $20.02万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $180.22万 | 0.19% | 18,407 | -272 | -1.5% | -$2.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $180.20万 | 0.19% | 3,607 | -173 | -4.6% | -$8.64万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $179.52万 | 0.19% | 16,194 | -3,159 | -16.3% | -$35.02万 | 减仓 |
| MUNI | PIMCO ETF TR | $179.42万 | 0.19% | 34,379 | 34,379 | — | $179.42万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $178.30万 | 0.19% | 2,555 | 412 | 19.2% | $28.75万 | 加仓 |
| SJM | SMUCKER J M CO | $175.45万 | 0.18% | 18,192 | 2,566 | 16.4% | $24.75万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $173.83万 | 0.18% | 50,516 | 5,041 | 11.1% | $17.35万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $172.92万 | 0.18% | 50,790 | 2,734 | 5.7% | $9.31万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $170.98万 | 0.18% | 20,856 | 3,661 | 21.3% | $30.01万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $164.71万 | 0.17% | 51,215 | 1,589 | 3.2% | $5.11万 | 加仓 |
| GLD | SPDR GOLD TR | $163.18万 | 0.17% | 3,792 | 846 | 28.7% | $36.41万 | 加仓 |
| HD | HOME DEPOT INC | $162.53万 | 0.17% | 4,942 | -313 | -6.0% | -$10.29万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $162.17万 | 0.17% | 45,914 | -1,792 | -3.8% | -$6.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $161.33万 | 0.17% | 7,940 | 1,107 | 16.2% | $22.49万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $161.26万 | 0.17% | 20,913 | 4,697 | 29.0% | $36.22万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $160.67万 | 0.17% | 35,296 | 3,428 | 10.8% | $15.60万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $159.32万 | 0.17% | 16,952 | -1,129 | -6.2% | -$10.61万 | 减仓 |
| LIN | LINDE PLC | $157.80万 | 0.17% | 3,183 | -344 | -9.8% | -$17.05万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $156.72万 | 0.17% | 14,380 | -513 | -3.4% | -$5.59万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $152.80万 | 0.16% | 39,770 | -819 | -2.0% | -$3.15万 | 减仓 |
| IYF | ISHARES TR | $150.58万 | 0.16% | 12,798 | 2,491 | 24.2% | $29.31万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $150.19万 | 0.16% | 33,524 | 2,512 | 8.1% | $11.25万 | 加仓 |
| ABBV | ABBVIE INC | $149.70万 | 0.16% | 6,883 | -226 | -3.2% | -$4.92万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $148.99万 | 0.16% | 15,907 | 588 | 3.8% | $5.51万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $148.73万 | 0.16% | 24,951 | -54,333 | -68.5% | -$323.88万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $147.80万 | 0.16% | 17,002 | 191 | 1.1% | $1.66万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $147.56万 | 0.16% | 30,922 | -5,251 | -14.5% | -$25.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $146.87万 | 0.15% | 6,008 | -875 | -12.7% | -$21.39万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $144.75万 | 0.15% | 1,453 | 127 | 9.6% | $12.65万 | 加仓 |
| GPC | GENUINE PARTS CO | $143.25万 | 0.15% | 13,547 | 1,654 | 13.9% | $17.49万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $141.24万 | 0.15% | 30,779 | 6,440 | 26.5% | $29.55万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $140.17万 | 0.15% | 15,178 | 271 | 1.8% | $2.50万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $138.28万 | 0.15% | 41,687 | 29,930 | 254.6% | $99.28万 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $136.62万 | 0.14% | 37,533 | 1,094 | 3.0% | $3.98万 | 加仓 |
| XYLD | GLOBAL X FDS | $134.94万 | 0.14% | 34,484 | 117 | 0.3% | $4,578 | 加仓 |
| VUG | VANGUARD INDEX FDS | $134.29万 | 0.14% | 3,075 | 274 | 9.8% | $11.97万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $131.83万 | 0.14% | 45,853 | 34,498 | 303.8% | $99.18万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $127.61万 | 0.13% | 27,134 | 83 | 0.3% | $3,903 | 加仓 |
| GDX | VANECK ETF TRUST | $126.74万 | 0.13% | 13,811 | 6,878 | 99.2% | $63.12万 | 加仓 |
| WMT | WALMART INC | $126.31万 | 0.13% | 10,163 | -974 | -8.7% | -$12.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $125.43万 | 0.13% | 8,575 | -974 | -10.2% | -$14.25万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $125.17万 | 0.13% | 74,639 | 9,583 | 14.7% | $16.07万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $124.63万 | 0.13% | 32,309 | -6,248 | -16.2% | -$24.10万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $122.84万 | 0.13% | 5,687 | 201 | 3.7% | $4.34万 | 加仓 |
| FLRT | PACER FDS TR | $121.89万 | 0.13% | 26,320 | 6,921 | 35.7% | $32.05万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $121.39万 | 0.13% | 53,975 | 13,405 | 33.0% | $30.15万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $120.99万 | 0.13% | 22,923 | 482 | 2.1% | $2.54万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES JAPAN | $120.82万 | 0.13% | 20,874 | 952 | 4.8% | $5.51万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $120.12万 | 0.13% | 29,629 | 846 | 2.9% | $3.43万 | 加仓 |
| WM | WASTE MGMT INC DEL | $119.78万 | 0.13% | 5,213 | 1,415 | 37.3% | $32.51万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $119.66万 | 0.13% | 8,284 | -819 | -9.0% | -$11.83万 | 减仓 |
| ET | ENERGY TRANSFER L P | $118.99万 | 0.13% | 61,654 | 13,673 | 28.5% | $26.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $118.07万 | 0.12% | 2,402 | 29 | 1.2% | $1.43万 | 加仓 |
| KO | COCA COLA CO | $117.64万 | 0.12% | 15,469 | -317 | -2.0% | -$2.41万 | 减仓 |
| USRT | ISHARES TR | $117.01万 | 0.12% | 19,769 | -525 | -2.6% | -$3.11万 | 减仓 |
| AIQ | GLOBAL X FDS | $116.57万 | 0.12% | 24,978 | -761 | -3.0% | -$3.55万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $114.44万 | 0.12% | 30,651 | 2,971 | 10.7% | $11.09万 | 加仓 |
| LLY | ELI LILLY & CO | $113.79万 | 0.12% | 1,237 | -92 | -6.9% | -$8.46万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $111.77万 | 0.12% | 17,488 | -1,445 | -7.6% | -$9.24万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $108.31万 | 0.11% | 23,332 | 4,646 | 24.9% | $21.57万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $107.22万 | 0.11% | 11,543 | -446 | -3.7% | -$4.14万 | 减仓 |
| GE | GE AEROSPACE | $105.93万 | 0.11% | 3,733 | -82 | -2.1% | -$2.33万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $105.01万 | 0.11% | 14,259 | -2,543 | -15.1% | -$18.73万 | 减仓 |
| PYLD | PIMCO ETF TR | $103.18万 | 0.11% | 39,384 | 14,512 | 58.3% | $38.02万 | 加仓 |
| IDXX | IDEXX LABS INC | $102.43万 | 0.11% | 1,823 | 51 | 2.9% | $2.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $101.58万 | 0.11% | 6,144 | -2,767 | -31.1% | -$45.75万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $101.44万 | 0.11% | 29,575 | -292 | -1.0% | -$1.00万 | 减仓 |
| GLDM | WORLD GOLD TR | $101.00万 | 0.11% | 10,896 | -2,169 | -16.6% | -$20.10万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $100.80万 | 0.11% | 13,782 | -1,918 | -12.2% | -$14.03万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $100.78万 | 0.11% | 34,173 | 4,835 | 16.5% | $14.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $99.62万 | 0.10% | 5,078 | 19 | 0.4% | $3,727 | 加仓 |
| IWF | ISHARES TR | $98.87万 | 0.10% | 2,319 | 66 | 2.9% | $2.81万 | 加仓 |
| SO | SOUTHERN CO | $98.79万 | 0.10% | 10,235 | -100 | -1.0% | -$9,652 | 减仓 |
| HYGH | ISHARES U S ETF TR | $97.77万 | 0.10% | 11,420 | 1,886 | 19.8% | $16.15万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $95.66万 | 0.10% | 37,500 | -12,503 | -25.0% | -$31.90万 | 减仓 |
| — | EXXON MOBIL CORP | $95.17万 | 0.10% | 5,609 | -640 | -10.2% | -$10.86万 | 减仓 |
| — | ETF SER SOLUTIONS | $94.29万 | 0.10% | 21,255 | -3,926 | -15.6% | -$17.42万 | 减仓 |
| — | COLUMBIA ETF TR I | $91.71万 | 0.10% | 23,491 | 4,404 | 23.1% | $17.19万 | 加仓 |