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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,052.70万 | 5.33% | 84,557 | 1,580 | 1.9% | $94.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,104.01万 | 3.27% | 53,779 | -2,756 | -4.9% | -$159.07万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,727.07万 | 2.87% | 243,249 | 12,749 | 5.5% | $142.93万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,453.65万 | 2.59% | 432,895 | -27,607 | -6.0% | -$156.48万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,197.58万 | 2.32% | 650,750 | 126,709 | 24.2% | $427.90万 | 加仓 |
| — | ULTIMUS MANAGERS TR | $2,150.75万 | 2.27% | 765,895 | 148 | 0.0% | $4,156 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,891.71万 | 1.99% | 410,617 | 240,664 | 141.6% | $1,108.74万 | 加仓 |
| COWZ | PACER FDS TR | $1,675.11万 | 1.77% | 267,761 | -46,834 | -14.9% | -$292.99万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,603.02万 | 1.69% | 202,760 | 1,395 | 0.7% | $11.03万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,447.46万 | 1.53% | 284,878 | -68,097 | -19.3% | -$346.00万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,434.44万 | 1.51% | 148,339 | -22,587 | -13.2% | -$218.42万 | 减仓 |
| AAPL | APPLE INC | $1,188.10万 | 1.25% | 46,814 | -975 | -2.0% | -$24.74万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,154.33万 | 1.22% | 228,084 | 10,990 | 5.1% | $55.62万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,073.45万 | 1.13% | 157,213 | 7,014 | 4.7% | $47.89万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,064.16万 | 1.12% | 365,315 | 50,411 | 16.0% | $146.85万 | 加仓 |
| AMZN | AMAZON COM INC | $1,063.39万 | 1.12% | 51,058 | -50 | -0.1% | -$1.04万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,025.64万 | 1.08% | 489,331 | 15,722 | 3.3% | $32.95万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,018.39万 | 1.07% | 331,938 | 3,902 | 1.2% | $11.97万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,015.29万 | 1.07% | 409,888 | 13,304 | 3.4% | $32.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $983.57万 | 1.04% | 26,571 | 1,728 | 7.0% | $63.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $981.53万 | 1.03% | 73,855 | -13,634 | -15.6% | -$181.19万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $976.15万 | 1.03% | 88,116 | 9,298 | 11.8% | $103.00万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $972.74万 | 1.03% | 242,036 | 8,574 | 3.7% | $34.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $960.53万 | 1.01% | 64,857 | -2,142 | -3.2% | -$31.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $926.26万 | 0.98% | 53,111 | 2,057 | 4.0% | $35.87万 | 加仓 |
| COWG | PACER FDS TR | $840.74万 | 0.89% | 249,189 | -45,087 | -15.3% | -$152.12万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $809.70万 | 0.85% | 34,075 | -1,031 | -2.9% | -$24.50万 | 减仓 |
| SMH | VANECK ETF TRUST | $794.21万 | 0.84% | 20,715 | 2,917 | 16.4% | $111.84万 | 加仓 |
| GCOW | PACER FDS TR | $753.83万 | 0.79% | 163,025 | 25,882 | 18.9% | $119.68万 | 加仓 |
| GOOGL | ALPHABET INC | $701.96万 | 0.74% | 24,411 | -1,528 | -5.9% | -$43.94万 | 减仓 |
| XAR | SPDR SERIES TRUST | $677.60万 | 0.71% | 26,679 | 21,658 | 431.3% | $550.08万 | 加仓 |
| META | META PLATFORMS INC | $677.20万 | 0.71% | 11,837 | -236 | -2.0% | -$13.50万 | 减仓 |
| AVGO | BROADCOM INC | $623.74万 | 0.66% | 20,152 | 4,082 | 25.4% | $126.34万 | 加仓 |
| SHLD | GLOBAL X FDS | $559.61万 | 0.59% | 78,996 | 60,790 | 333.9% | $430.64万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $555.36万 | 0.59% | 216,766 | 2,625 | 1.2% | $6.73万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $544.86万 | 0.57% | 82,843 | 12,991 | 18.6% | $85.44万 | 加仓 |
| TSLA | TESLA INC | $520.24万 | 0.55% | 13,994 | -229 | -1.6% | -$8.51万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $520.22万 | 0.55% | 119,153 | -264 | -0.2% | -$1.15万 | 减仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $513.54万 | 0.54% | 31,394 | 23,126 | 279.7% | $378.29万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $503.80万 | 0.53% | 219,523 | 1,957 | 0.9% | $4.49万 | 加仓 |
| REMX | VANECK ETF TRUST | $481.93万 | 0.51% | 54,765 | 4,962 | 10.0% | $43.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $479.73万 | 0.51% | 14,954 | 1,475 | 10.9% | $47.32万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $477.76万 | 0.50% | 112,309 | 23,617 | 26.6% | $100.47万 | 加仓 |
| SPYI | NEOS ETF TRUST | $474.38万 | 0.50% | 96,087 | 15,827 | 19.7% | $78.14万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $452.94万 | 0.48% | 83,033 | -3,103 | -3.6% | -$16.93万 | 减仓 |
| GOOG | ALPHABET INC | $448.63万 | 0.47% | 15,639 | -943 | -5.7% | -$27.05万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $441.52万 | 0.47% | 148,261 | 17,357 | 13.3% | $51.69万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $438.71万 | 0.46% | 87,184 | -1,228 | -1.4% | -$6.18万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $437.61万 | 0.46% | 30,176 | 143 | 0.5% | $2.07万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $435.65万 | 0.46% | 110,909 | 1,893 | 1.7% | $7.44万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $423.16万 | 0.45% | 92,697 | 502 | 0.5% | $2.29万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $389.65万 | 0.41% | 102,244 | -440 | -0.4% | -$1.68万 | 减仓 |
| TRFK | PACER FDS TR | $387.63万 | 0.41% | 62,280 | 5,884 | 10.4% | $36.62万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $378.14万 | 0.40% | 49,925 | 4,364 | 9.6% | $33.05万 | 加仓 |
| DGRW | WISDOMTREE TR | $372.61万 | 0.39% | 42,419 | 995 | 2.4% | $8.74万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $368.33万 | 0.39% | 84,498 | 873 | 1.0% | $3.81万 | 加仓 |
| PAAA | PGIM ETF TR | $360.95万 | 0.38% | 70,525 | 57,885 | 458.0% | $296.26万 | 加仓 |
| GEV | GE VERNOVA INC | $358.35万 | 0.38% | 4,105 | -191 | -4.4% | -$16.67万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $354.77万 | 0.37% | 63,899 | 3,101 | 5.1% | $17.22万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $351.76万 | 0.37% | 105,411 | -576 | -0.5% | -$1.92万 | 减仓 |
| T | AT&T INC | $348.57万 | 0.37% | 120,237 | 3,415 | 2.9% | $9.90万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $348.20万 | 0.37% | 87,464 | 18,757 | 27.3% | $74.67万 | 加仓 |
| CVX | CHEVRON CORP NEW | $347.79万 | 0.37% | 16,810 | 868 | 5.4% | $17.96万 | 加仓 |
| PEP | PEPSICO INC | $341.02万 | 0.36% | 21,960 | -1,900 | -8.0% | -$29.51万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $329.35万 | 0.35% | 78,584 | 16,380 | 26.3% | $68.65万 | 加仓 |
| V | VISA INC | $328.99万 | 0.35% | 10,885 | -688 | -5.9% | -$20.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $326.64万 | 0.34% | 6,816 | -322 | -4.5% | -$15.43万 | 减仓 |
| MRK | MERCK & CO INC | $323.70万 | 0.34% | 26,910 | -4,208 | -13.5% | -$50.62万 | 减仓 |
| C | CITIGROUP INC | $317.99万 | 0.34% | 28,039 | -42 | -0.1% | -$4,763 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $313.76万 | 0.33% | 11,596 | -37 | -0.3% | -$1.00万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $311.34万 | 0.33% | 15,128 | -452 | -2.9% | -$9.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $306.63万 | 0.32% | 9,073 | -2,121 | -18.9% | -$71.68万 | 减仓 |
| IVV | ISHARES TR | $304.63万 | 0.32% | 4,664 | -339 | -6.8% | -$22.14万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $302.60万 | 0.32% | 54,779 | -2,205 | -3.9% | -$12.18万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $302.19万 | 0.32% | 65,508 | 10,325 | 18.7% | $47.63万 | 加仓 |
| QYLD | GLOBAL X FDS | $300.52万 | 0.32% | 175,228 | -9,252 | -5.0% | -$15.87万 | 减仓 |
| MO | ALTRIA GROUP INC | $300.29万 | 0.32% | 45,506 | -1,640 | -3.5% | -$10.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $292.66万 | 0.31% | 58,298 | -1,427 | -2.4% | -$7.16万 | 减仓 |
| MCD | MCDONALDS CORP | $286.17万 | 0.30% | 9,208 | 279 | 3.1% | $8.67万 | 加仓 |
| — | WISDOMTREE TR | $285.07万 | 0.30% | 28,175 | 28,175 | — | $285.07万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $281.58万 | 0.30% | 45,965 | 19,449 | 73.3% | $119.14万 | 加仓 |
| ENB | ENBRIDGE INC | $278.58万 | 0.29% | 51,455 | -930 | -1.8% | -$5.03万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $275.83万 | 0.29% | 18,814 | -404 | -2.1% | -$5.92万 | 减仓 |
| MLPX | GLOBAL X FDS | $273.81万 | 0.29% | 37,032 | -3,254 | -8.1% | -$24.06万 | 减仓 |
| O | REALTY INCOME CORP | $273.14万 | 0.29% | 44,645 | -1,633 | -3.5% | -$9.99万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $270.29万 | 0.28% | 80,769 | 6,644 | 9.0% | $22.23万 | 加仓 |
| OMC | OMNICOM GROUP INC | $266.38万 | 0.28% | 35,372 | 3,052 | 9.4% | $22.98万 | 加仓 |
| — | LISTED FDS TR | $258.13万 | 0.27% | 72,515 | 72,515 | — | $258.13万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $255.47万 | 0.27% | 54,459 | 1,546 | 2.9% | $7.25万 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $253.81万 | 0.27% | 64,371 | 7,345 | 12.9% | $28.96万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $253.55万 | 0.27% | 46,234 | 42,047 | 1,004.2% | $230.58万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $248.81万 | 0.26% | 30,885 | 654 | 2.2% | $5.27万 | 加仓 |
| — | LISTED FDS TR | $246.03万 | 0.26% | 107,200 | 16,131 | 17.7% | $37.02万 | 加仓 |
| CRM | SALESFORCE INC | $244.49万 | 0.26% | 13,098 | 57 | 0.4% | $1.06万 | 加仓 |
| NFLX | NETFLIX INC | $244.09万 | 0.26% | 25,386 | 2,230 | 9.6% | $21.44万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $233.41万 | 0.25% | 51,240 | 9,402 | 22.5% | $42.83万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $231.59万 | 0.24% | 80,665 | 7,572 | 10.4% | $21.74万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $231.05万 | 0.24% | 3,553 | -24 | -0.7% | -$1.56万 | 减仓 |
| AMGN | AMGEN INC | $227.47万 | 0.24% | 6,465 | 128 | 2.0% | $4.50万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $222.76万 | 0.23% | 16,995 | 479 | 2.9% | $6.28万 | 加仓 |