HOEY INVESTMENTS, INC
COATESVILLE PA · SEC CIK 0001799544
$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
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$484.31万
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IBM 加仓+$176.35万
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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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES ETHEREUM TR | $9,498 | 0.00% | 600 | 200 | 50.0% | $3,166 | 加仓 |
| PLUG | PLUG PWR INC | $9,565 | 0.00% | 4,232 | -214 | -4.8% | -$484 | 减仓 |
| ESTC | ELASTIC N V | $9,998 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $1.02万 | 0.00% | 493 | 10 | 2.1% | $206 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.03万 | 0.00% | 23 | 10 | 76.9% | $4,466 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.04万 | 0.00% | 392 | 8 | 2.1% | $213 | 加仓 |
| CTAS | CINTAS CORP | $1.10万 | 0.00% | 65 | 65 | — | $1.10万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $1.10万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.15万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $1.17万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.17万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1.21万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $1.22万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TR | $1.25万 | 0.00% | 554 | 4 | 0.7% | $90 | 加仓 |
| BH | BIGLARI HLDGS INC | $1.29万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.29万 | 0.00% | 26 | 26 | — | $1.29万 | 新建仓 |
| — | SNDL INC | $1.33万 | 0.00% | 10,040 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $1.35万 | 0.00% | 171 | 171 | — | $1.35万 | 新建仓 |
| EIX | EDISON INTL | $1.36万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $1.39万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $1.40万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.40万 | 0.00% | 372 | 372 | — | $1.40万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1.47万 | 0.00% | 15 | 15 | — | $1.47万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.48万 | 0.00% | 75 | 75 | — | $1.48万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $1.48万 | 0.00% | 300 | -600 | -66.7% | -$2.96万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.48万 | 0.00% | 125 | -100 | -44.4% | -$1.19万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1.52万 | 0.00% | 229 | 229 | — | $1.52万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $1.53万 | 0.00% | 330 | 13 | 4.1% | $603 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1.54万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1.54万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.57万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1.60万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.61万 | 0.00% | 45 | 15 | 50.0% | $5,365 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $1.63万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $1.64万 | 0.00% | 15 | 15 | — | $1.64万 | 新建仓 |
| VLTO | VERALTO CORP | $1.65万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.67万 | 0.00% | 231 | 139 | 151.1% | $1.01万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $1.69万 | 0.00% | 3,053 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.70万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.71万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $1.74万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.75万 | 0.00% | 1,500 | -300 | -16.7% | -$3,492 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1.77万 | 0.00% | 233 | -847 | -78.4% | -$6.44万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $1.80万 | 0.00% | 39 | 39 | — | $1.80万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.82万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1.84万 | 0.00% | 93 | 93 | — | $1.84万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.86万 | 0.00% | 868 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.88万 | 0.00% | 153 | 153 | — | $1.88万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1.91万 | 0.00% | 60 | -11 | -15.5% | -$3,500 | 减仓 |
| CSL | CARLISLE COS INC | $1.94万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.96万 | 0.00% | 155 | -10 | -6.1% | -$1,263 | 减仓 |
| ASML | ASML HLDG NV | $1.98万 | 0.00% | 15 | 5 | 50.0% | $6,604 | 加仓 |
| VHT | VANGUARD WORLD FD | $1.99万 | 0.00% | 73 | 73 | — | $1.99万 | 新建仓 |
| IDXX | IDEXX LABS INC | $2.02万 | 0.00% | 36 | 36 | — | $2.02万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $2.03万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.04万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $2.08万 | 0.00% | 36 | 30 | 500.0% | $1.73万 | 加仓 |
| MSCI | MSCI INC | $2.10万 | 0.00% | 39 | 39 | — | $2.10万 | 新建仓 |
| GDX | VANECK ETF TRUST | $2.11万 | 0.00% | 230 | -300 | -56.6% | -$2.75万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $2.11万 | 0.00% | 629 | 629 | — | $2.11万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $2.15万 | 0.00% | 460 | 10 | 2.2% | $467 | 加仓 |
| RYN | RAYONIER INC | $2.33万 | 0.00% | 1,131 | 1,131 | — | $2.33万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $2.45万 | 0.00% | 400 | -600 | -60.0% | -$3.68万 | 减仓 |
| CIEN | CIENA CORP | $2.52万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2.57万 | 0.00% | 205 | 100 | 95.2% | $1.25万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.59万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $2.60万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.60万 | 0.00% | 191 | -84 | -30.5% | -$1.14万 | 减仓 |
| QLYS | QUALYS INC | $2.64万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $2.72万 | 0.00% | 2,079 | -1,128 | -35.2% | -$1.48万 | 减仓 |
| VICI | VICI PPTYS INC | $2.73万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.83万 | 0.00% | 77 | 77 | — | $2.83万 | 新建仓 |
| IJR | ISHARES TR | $2.90万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $3.16万 | 0.00% | 1,471 | -989 | -40.2% | -$2.13万 | 减仓 |
| T | AT&T INC | $3.19万 | 0.00% | 1,100 | -450 | -29.0% | -$1.30万 | 减仓 |
| SQQQ | PROSHARES TR | $3.22万 | 0.00% | 400 | -75 | -15.8% | -$6,037 | 减仓 |
| O | REALTY INCOME CORP | $3.33万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.35万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $3.45万 | 0.00% | 1,185 | 28 | 2.4% | $814 | 加仓 |
| IYW | ISHARES TR | $3.45万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.58万 | 0.01% | 371 | -24 | -6.1% | -$2,313 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $3.60万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $3.66万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $3.70万 | 0.01% | 1,123 | 23 | 2.1% | $758 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $3.71万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $3.73万 | 0.01% | 1,496 | 33 | 2.3% | $822 | 加仓 |
| APA | APA CORPORATION | $3.84万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3.90万 | 0.01% | 1,000 | 1,000 | — | $3.90万 | 新建仓 |
| KR | KROGER CO | $4.02万 | 0.01% | 556 | 0 | 0.0% | — | 不变 |
| SMBS | SCHWAB STRATEGIC TR | $4.07万 | 0.01% | 1,591 | 34 | 2.2% | $869 | 加仓 |
| NTAP | NETAPP INC | $4.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.18万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| KORU | DIREXION SHARES ETF TRUST | $4.26万 | 0.01% | 150 | 150 | — | $4.26万 | 新建仓 |
| PPG | PPG INDS INC | $4.28万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $4.29万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4.41万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.50万 | 0.01% | 149 | 149 | — | $4.50万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $4.58万 | 0.01% | 446 | 166 | 59.3% | $1.70万 | 加仓 |