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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,751.21万 | 5.21% | 83,738 | -819 | -1.0% | -$56.25万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4,251.93万 | 3.85% | 263,212 | 19,963 | 8.2% | $322.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,226.42万 | 3.83% | 57,393 | 3,614 | 6.7% | $266.14万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,481.47万 | 2.25% | 679,297 | 28,547 | 4.4% | $104.28万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $2,457.56万 | 2.23% | 1,182,086 | 1,182,086 | — | $2,457.56万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,341.43万 | 2.12% | 414,559 | -18,336 | -4.2% | -$103.56万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,882.62万 | 1.71% | 408,821 | -1,796 | -0.4% | -$8.27万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,877.81万 | 1.70% | 206,830 | 4,070 | 2.0% | $36.95万 | 加仓 |
| COWZ | PACER FDS TR | $1,695.47万 | 1.54% | 272,584 | 4,823 | 1.8% | $30.00万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,691.51万 | 1.53% | 287,085 | 2,207 | 0.8% | $13.00万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,560.45万 | 1.41% | 23,791 | 3,076 | 14.8% | $201.75万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,558.21万 | 1.41% | 149,886 | 1,547 | 1.0% | $16.08万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,473.83万 | 1.34% | 110,606 | 22,490 | 25.5% | $299.68万 | 加仓 |
| AAPL | APPLE INC | $1,445.16万 | 1.31% | 49,943 | 3,129 | 6.7% | $90.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,435.84万 | 1.30% | 75,364 | 1,509 | 2.0% | $28.75万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,414.96万 | 1.28% | 174,558 | 17,345 | 11.0% | $140.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,364.02万 | 1.24% | 403,078 | 37,763 | 10.3% | $127.79万 | 加仓 |
| AMZN | AMAZON COM INC | $1,244.95万 | 1.13% | 52,234 | 1,176 | 2.3% | $28.03万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,211.58万 | 1.10% | 39,990 | 5,915 | 17.4% | $179.21万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,176.64万 | 1.07% | 249,288 | 7,252 | 3.0% | $34.23万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,147.65万 | 1.04% | 226,942 | -1,142 | -0.5% | -$5.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,140.03万 | 1.03% | 56,976 | 3,865 | 7.3% | $77.33万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,074.99万 | 0.97% | 432,069 | 22,181 | 5.4% | $55.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,055.40万 | 0.96% | 332,830 | 892 | 0.3% | $2.83万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1,055.34万 | 0.96% | 506,037 | 16,706 | 3.4% | $34.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,022.70万 | 0.93% | 64,715 | -142 | -0.2% | -$2.24万 | 减仓 |
| COWG | PACER FDS TR | $1,020.01万 | 0.92% | 254,073 | 4,884 | 2.0% | $19.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,008.18万 | 0.91% | 27,028 | 457 | 1.7% | $17.05万 | 加仓 |
| XAR | SPDR SERIES TRUST | $899.49万 | 0.81% | 31,696 | 5,017 | 18.8% | $142.38万 | 加仓 |
| GOOGL | ALPHABET INC | $884.01万 | 0.80% | 24,736 | 325 | 1.3% | $11.61万 | 加仓 |
| GCOW | PACER FDS TR | $852.66万 | 0.77% | 196,919 | 33,894 | 20.8% | $146.76万 | 加仓 |
| AVGO | BROADCOM INC | $793.71万 | 0.72% | 21,012 | 860 | 4.3% | $32.49万 | 加仓 |
| TRFK | PACER FDS TR | $752.88万 | 0.68% | 70,560 | 8,280 | 13.3% | $88.35万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $725.04万 | 0.66% | 37,812 | 6,418 | 20.4% | $123.07万 | 加仓 |
| META | META PLATFORMS INC | $676.31万 | 0.61% | 12,006 | 169 | 1.4% | $9.52万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $672.33万 | 0.61% | 171,316 | 23,055 | 15.6% | $90.48万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $659.32万 | 0.60% | 96,731 | 13,888 | 16.8% | $94.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $607.25万 | 0.55% | 123,224 | 10,915 | 9.7% | $53.79万 | 加仓 |
| TSLA | TESLA INC | $584.82万 | 0.53% | 13,904 | -90 | -0.6% | -$3.79万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $561.66万 | 0.51% | 91,730 | 8,697 | 10.5% | $53.25万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $561.14万 | 0.51% | 219,883 | 3,117 | 1.4% | $7.95万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $541.17万 | 0.49% | 226,905 | 7,382 | 3.4% | $17.61万 | 加仓 |
| GOOG | ALPHABET INC | $540.58万 | 0.49% | 15,300 | -339 | -2.2% | -$11.98万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $538.02万 | 0.49% | 31,622 | 1,446 | 4.8% | $24.60万 | 加仓 |
| SPYI | NEOS ETF TRUST | $536.96万 | 0.49% | 101,141 | 5,054 | 5.3% | $26.83万 | 加仓 |
| REMX | VANECK ETF TRUST | $534.53万 | 0.48% | 60,399 | 5,634 | 10.3% | $49.86万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $530.41万 | 0.48% | 121,932 | 2,779 | 2.3% | $12.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $506.55万 | 0.46% | 13,689 | -1,265 | -8.5% | -$46.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $478.75万 | 0.43% | 11,519 | -77 | -0.7% | -$3.20万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $478.75万 | 0.43% | 11,519 | 7,660 | 198.5% | $318.36万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $472.19万 | 0.43% | 93,707 | 1,010 | 1.1% | $5.09万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $466.56万 | 0.42% | 110,219 | 4,808 | 4.6% | $20.35万 | 加仓 |
| SHLD | GLOBAL X FDS | $460.30万 | 0.42% | 77,089 | -1,907 | -2.4% | -$11.39万 | 减仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $457.59万 | 0.41% | 91,536 | 4,352 | 5.0% | $21.76万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $454.70万 | 0.41% | 111,666 | 757 | 0.7% | $3.08万 | 加仓 |
| PHYL | PGIM ETF TR | $448.84万 | 0.41% | 128,680 | 128,680 | — | $448.84万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $443.73万 | 0.40% | 72,197 | 8,298 | 13.0% | $51.00万 | 加仓 |
| GEV | GE VERNOVA INC | $431.13万 | 0.39% | 3,670 | -435 | -10.6% | -$51.10万 | 减仓 |
| — | LISTED FDS TR | $426.44万 | 0.39% | 73,550 | 1,035 | 1.4% | $6.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.98万 | 0.38% | 8,710 | -363 | -4.0% | -$17.34万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $405.09万 | 0.37% | 98,898 | -3,346 | -3.3% | -$13.71万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $404.78万 | 0.37% | 94,753 | 7,289 | 8.3% | $31.14万 | 加仓 |
| C | CITIGROUP INC | $393.35万 | 0.36% | 28,104 | 65 | 0.2% | $9,098 | 加仓 |
| DGRW | WISDOMTREE TR | $392.33万 | 0.36% | 41,030 | -1,389 | -3.3% | -$13.28万 | 减仓 |
| V | VISA INC | $387.27万 | 0.35% | 11,288 | 403 | 3.7% | $13.83万 | 加仓 |
| IVV | ISHARES TR | $386.77万 | 0.35% | 5,165 | 501 | 10.7% | $37.52万 | 加仓 |
| PAAA | PGIM ETF TR | $386.26万 | 0.35% | 75,338 | 4,813 | 6.8% | $24.68万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $377.74万 | 0.34% | 15,342 | 214 | 1.4% | $5.27万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $352.06万 | 0.32% | 58,395 | 3,616 | 6.6% | $21.80万 | 加仓 |
| MRK | MERCK & CO INC | $347.42万 | 0.31% | 27,037 | 127 | 0.5% | $1.63万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $344.52万 | 0.31% | 76,520 | -2,064 | -2.6% | -$9.29万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $337.06万 | 0.31% | 21,244 | 2,430 | 12.9% | $38.55万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $335.84万 | 0.30% | 77,849 | 13,478 | 20.9% | $58.14万 | 加仓 |
| MO | ALTRIA GROUP INC | $331.09万 | 0.30% | 46,016 | 510 | 1.1% | $3.67万 | 加仓 |
| MLPX | GLOBAL X FDS | $326.38万 | 0.30% | 44,309 | 7,277 | 19.7% | $53.60万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $324.94万 | 0.29% | 65,657 | 149 | 0.2% | $7,374 | 加仓 |
| QYLD | GLOBAL X FDS | $323.13万 | 0.29% | 175,329 | 101 | 0.1% | $1,861 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $322.41万 | 0.29% | 73,931 | -10,567 | -12.5% | -$46.08万 | 减仓 |
| — | LISTED FDS TR | $318.35万 | 0.29% | 112,152 | 4,952 | 4.6% | $14.06万 | 加仓 |
| CAT | CATERPILLAR INC | $310.55万 | 0.28% | 2,916 | -198 | -6.4% | -$21.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $306.46万 | 0.28% | 4,104 | 551 | 15.5% | $41.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $303.34万 | 0.27% | 22,172 | 5,177 | 30.5% | $70.83万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $301.10万 | 0.27% | 36,501 | -13,424 | -26.9% | -$110.73万 | 减仓 |
| PEP | PEPSICO INC | $298.88万 | 0.27% | 22,074 | 114 | 0.5% | $1.54万 | 加仓 |
| ASML | ASML HLDG NV | $291.47万 | 0.26% | 1,465 | -12 | -0.8% | -$2.39万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $290.99万 | 0.26% | 56,197 | 1,738 | 3.2% | $9.00万 | 加仓 |
| VGT | VANGUARD WORLD FD | $290.18万 | 0.26% | 24,278 | 3,838 | 18.8% | $45.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $287.79万 | 0.26% | 17,362 | 552 | 3.3% | $9.15万 | 加仓 |
| ENB | ENBRIDGE INC | $277.55万 | 0.25% | 51,199 | -256 | -0.5% | -$1.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $274.33万 | 0.25% | 5,482 | -1,334 | -19.6% | -$66.76万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $274.24万 | 0.25% | 80,024 | -745 | -0.9% | -$2.55万 | 减仓 |
| O | REALTY INCOME CORP | $273.52万 | 0.25% | 44,145 | -500 | -1.1% | -$3.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $262.33万 | 0.24% | 8,014 | 945 | 13.4% | $30.93万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $255.84万 | 0.23% | 56,030 | 4,790 | 9.3% | $21.87万 | 加仓 |
| OMC | OMNICOM GROUP INC | $255.43万 | 0.23% | 35,072 | -300 | -0.8% | -$2.18万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $252.26万 | 0.23% | 41,840 | -4,394 | -9.5% | -$26.49万 | 减仓 |
| T | AT&T INC | $251.89万 | 0.23% | 121,684 | 1,447 | 1.2% | $3.00万 | 加仓 |
| MCD | MCDONALDS CORP | $246.82万 | 0.22% | 9,131 | -77 | -0.8% | -$2.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $245.30万 | 0.22% | 57,935 | -363 | -0.6% | -$1.54万 | 减仓 |
| APP | APPLOVIN CORP | $236.90万 | 0.21% | 4,598 | -112 | -2.4% | -$5.77万 | 减仓 |