13F 机构持仓

HOEY INVESTMENTS, INC

COATESVILLE PA · SEC CIK 0001799544

2026Q22026Q1 更早 9 个季度 🔒
$6.93亿2026Q1 申报市值
419持仓数
81.4%前十大占比 · 第一大 33.6%
32 / 36新建仓 / 清仓
申报市值走势$7.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 33.6%
AMZN 18.2%
META 10.5%
MSFT 6.0%
PLTR 3.4%
AAPL 2.8%
AVGO 2.5%
WFC 1.6%
GS 1.5%
GE 1.4%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$484.31万
PLTR 加仓+$298.00万
GOOGL 加仓+$183.69万
IBM 加仓+$176.35万
GS 加仓+$156.85万

2026Q1 卖出最多 按季末市值估算

MSFT 减仓-$342.55万
META 减仓-$310.78万
BRK/B 减仓-$126.89万
UBER 减仓-$73.02万
CLS 减仓-$72.96万

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
DG DOLLAR GEN CORP $9500.00%8 00.0% — 不变
COHR COHERENT CORP $9530.00%4 00.0% — 不变
SPDW SPDR INDEX SHS FDS $9590.00%21 00.0% — 不变
ACHR ARCHER AVIATION INC $1,0340.00%200 00.0% — 不变
DDOG DATADOG INC $1,0630.00%9 9— $1,063 新建仓
FIS FIDELITY NATL INFORMATION SV $1,1730.00%25 00.0% — 不变
BLDP BALLARD PWR SYS INC NEW $1,2100.00%500 00.0% — 不变
NMAX NEWSMAX INC $1,3050.00%250 00.0% — 不变
GSAT GLOBALSTAR INC $1,3290.00%20 -30-60.0% -$1,994 减仓
— TREACE MED CONCEPTS INC $1,3400.00%1,000 00.0% — 不变
VOYA VOYA FINANCIAL INC $1,3670.00%20 00.0% — 不变
ROKU ROKU INC $1,5140.00%16 00.0% — 不变
HYG ISHARES TR $1,8070.00%23 00.0% — 不变
PTY PIMCO CORPORATE & INCOME OPP $1,8220.00%151 00.0% — 不变
BND VANGUARD BD INDEX FDS $1,8890.00%26 00.0% — 不变
SOLV SOLVENTUM CORP $2,0250.00%31 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $2,0500.00%7 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $2,0530.00%21 00.0% — 不变
FISV FISERV INC $2,0650.00%37 -100-73.0% -$5,581 减仓
HSY HERSHEY CO $2,0790.00%10 00.0% — 不变
PYPL PAYPAL HLDGS INC $2,0810.00%46 615.0% $271 加仓
VGK VANGUARD INTL EQUITY INDEX F $2,1440.00%26 00.0% — 不变
BLW BLACKROCK LTD DURATION INCOM $2,1530.00%171 00.0% — 不变
BBY BEST BUY INC $2,1830.00%34 00.0% — 不变
APTV APTIV PLC $2,2230.00%32 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $2,2300.00%62 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $2,2690.00%12 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING E $2,3050.00%135 00.0% — 不变
YOU CLEAR SECURE INC $2,4210.00%50 00.0% — 不变
KHC KRAFT HEINZ CO $2,4740.00%110 00.0% — 不变
NVO NOVO-NORDISK A S $2,4990.00%68 -50-42.4% -$1,838 减仓
UL UNILEVER PLC $2,5640.00%45 00.0% — 不变
LVS LAS VEGAS SANDS CORP $2,5870.00%48 00.0% — 不变
NKE NIKE INC $2,5890.00%49 00.0% — 不变
AXTA AXALTA COATING SYS LTD $2,6600.00%96 00.0% — 不变
ENR ENERGIZER HLDGS INC $2,7750.00%169 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2,8230.00%46 00.0% — 不变
— HANCOCK JOHN INVT TR II $2,8670.00%222 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $2,8800.00%96 00.0% — 不变
XYZ BLOCK INC $3,0090.00%50 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $3,0130.00%15 00.0% — 不变
FOXA FOX CORP $3,0370.00%52 00.0% — 不变
DLTR DOLLAR TREE INC $3,0670.00%28 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $3,0700.00%1,000 00.0% — 不变
— SEALED AIR CORP NEW $3,0700.00%73 00.0% — 不变
PZZA PAPA JOHNS INTL INC $3,0790.00%95 00.0% — 不变
SNPS SYNOPSYS INC $3,1720.00%8 8— $3,172 新建仓
SHW SHERWIN WILLIAMS CO $3,2060.00%10 10— $3,206 新建仓
JOBY JOBY AVIATION INC $3,3040.00%400 400— $3,304 新建仓
VB VANGUARD INDEX FDS $3,4050.00%13 00.0% — 不变
MDLZ MONDELEZ INTL INC $3,4590.00%60 00.0% — 不变
SNY SANOFI SA $3,4690.00%72 00.0% — 不变
IOVA IOVANCE BIOTHERAPEUTICS INC $3,5100.00%1,000 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $3,5460.00%46 00.0% — 不变
COF CAPITAL ONE FINL CORP $3,6490.00%20 00.0% — 不变
SCHW SCHWAB CHARLES CORP $3,6660.00%39 00.0% — 不变
FTV FORTIVE CORP $3,7040.00%67 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $3,7700.00%2 00.0% — 不变
COFS CHOICEONE FINANCIA $3,7970.00%135 00.0% — 不变
PPL PPL CORP $3,8200.00%100 00.0% — 不变
BP BP PLC $3,9010.00%83 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $3,9080.00%20 00.0% — 不变
— CERVOMED INC $4,2560.00%1,080 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $4,3320.00%117 117— $4,332 新建仓
CBRE CBRE GROUP INC $4,3350.00%32 00.0% — 不变
XLV SELECT SECTOR SPDR TR $4,4710.00%30 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $4,7520.00%100 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $4,7620.00%200 00.0% — 不变
PG PROCTER & GAMBLE CO $4,9110.00%34 00.0% — 不变
ORCL ORACLE CORP $5,0020.00%34 -100-74.6% -$1.47万 减仓
— TILRAY BRANDS INC $5,1440.00%795 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $5,1960.00%300 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $5,2430.00%26 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $5,2760.00%100 -150-60.0% -$7,914 减仓
RGA REINSURANCE GROUP AMER INC $5,3090.00%26 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $5,4670.00%5 00.0% — 不变
HL HECLA MINING COMPANY $5,5890.00%300 300— $5,589 新建仓
ARW ARROW ELECTRS INC $5,5930.00%39 00.0% — 不变
LH LABCORP HOLDINGS INC $5,6040.00%21 00.0% — 不变
TDG TRANSDIGM GROUP INC $5,7950.00%5 00.0% — 不变
PGR PROGRESSIVE CORP $6,3440.00%32 00.0% — 不变
EQT EQT CORP $6,7460.00%106 00.0% — 不变
IWD ISHARES TR $6,8380.00%32 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $6,9210.00%44 00.0% — 不变
MGA MAGNA INTL INC $6,9770.00%125 00.0% — 不变
DE DEERE & CO $7,3230.00%13 00.0% — 不变
VIK VIKING HOLDINGS LTD $7,3480.00%100 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $7,5290.00%107 00.0% — 不变
ADI ANALOG DEVICES INC $7,6360.00%24 00.0% — 不变
VTRS VIATRIS INC $7,7280.00%572 00.0% — 不变
FDIS FIDELITY COVINGTON TRUST $7,7410.00%83 00.0% — 不变
CCL CARNIVAL CORP $7,8050.00%302 -284-48.5% -$7,340 减仓
AEP AMERICAN ELEC PWR CO INC $7,8650.00%60 -400-87.0% -$5.24万 减仓
— DYADIC INTL INC DEL $8,0750.00%9,847 00.0% — 不变
HSBC HSBC HLDGS PLC $8,2490.00%100 00.0% — 不变
TRFK PACER FDS TR $8,3410.00%134 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $8,4120.00%51 -13-20.3% -$2,144 减仓
IP INTERNATIONAL PAPER CO $8,9250.00%250 00.0% — 不变
SPTS SPDR SERIES TRUST $8,9590.00%307 307— $8,959 新建仓
— ABRDN GLOBAL DYNAMIC DIVIDEN $9,0180.00%835 00.0% — 不变