13F 机构持仓

HOEY INVESTMENTS, INC

COATESVILLE PA · SEC CIK 0001799544

2026Q22026Q1 更早 9 个季度 🔒
$7.74亿2026Q2 申报市值
457持仓数
79.8%前十大占比 · 第一大 34.6%
62 / 27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 34.6%
AMZN 18.8%
META 7.4%
MSFT 5.1%
AAPL 3.0%
MU 2.7%
AVGO 2.6%
PLTR 2.0%
GS 1.8%
GOOGL 1.8%

2026Q2 买入最多 按季末市值估算

MU 加仓+$1,781.99万
MRVL 加仓+$305.52万
ARM 加仓+$260.93万
GOOGL 加仓+$193.30万
DELL 加仓+$183.28万

2026Q2 卖出最多 按季末市值估算

META 减仓-$1,431.43万
PLTR 减仓-$325.44万
UBER 减仓-$324.77万
BRK/B 减仓-$215.32万
MSFT 减仓-$193.04万

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
PGR PROGRESSIVE CORP $6,9910.00%32 00.0% — 不变
QBTS D-WAVE QUANTUM INC $7,1970.00%300 300— $7,197 新建仓
SPBO SPDR SERIES TRUST $7,5510.00%260 -256-49.6% -$7,435 重新持有
MGA MAGNA INTL INC $8,2080.00%125 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $8,2090.00%60 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $8,2660.00%107 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $8,3130.00%20 17566.7% $7,066 加仓
ARW ARROW ELECTRS INC $8,3230.00%39 00.0% — 不变
VTRS VIATRIS INC $8,4490.00%532 -40-7.0% -$635 减仓
FDIS FIDELITY COVINGTON TRUST $8,5360.00%83 00.0% — 不变
CCL CARNIVAL CORP LTD $8,6160.00%302 302— $8,616 新建仓
— DYADIC INTL INC DEL $8,8230.00%9,847 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $8,9680.00%51 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $8,9730.00%333 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $9,3060.00%293 293— $9,306 新建仓
HSBC HSBC HLDGS PLC $9,5090.00%100 00.0% — 不变
IP INTERNATIONAL PAPER CO $9,5250.00%250 00.0% — 不变
ADI ANALOG DEVICES INC $9,5330.00%24 00.0% — 不变
VHT VANGUARD WORLD FD $9,8680.00%33 -40-54.8% -$1.20万 减仓
CRWV COREWEAVE INC $9,9540.00%100 100— $9,954 新建仓
EBND SPDR SERIES TRUST $1.01万0.00%483 -10-2.0% -$209 减仓
— ABRDN GLOBAL DYNAMIC DIVIDEN $1.01万0.00%835 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $1.02万0.00%384 -8-2.0% -$212 减仓
TWST TWIST BIOSCIENCE CORP $1.03万0.00%100 00.0% — 不变
VIK VIKING HOLDINGS LTD $1.05万0.00%100 00.0% — 不变
BE BLOOM ENERGY CORP $1.06万0.00%35 35— $1.06万 新建仓
CYTK CYTOKINETICS INC $1.10万0.00%129 129— $1.10万 新建仓
CTAS CINTAS CORP $1.11万0.00%65 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC $1.13万0.00%850 -2,352-73.5% -$3.13万 减仓
XLU SELECT SECTOR SPDR TR $1.13万0.00%250 00.0% — 不变
PLUG PLUG PWR INC $1.13万0.00%4,187 -45-1.1% -$122 减仓
WY WEYERHAEUSER CO $1.15万0.00%480 00.0% — 不变
NVS NOVARTIS AG $1.19万0.00%76 76— $1.19万 新建仓
ROST ROSS STORES INC $1.19万0.00%56 00.0% — 不变
— PROSHARES TR $1.22万0.00%1,500 00.0% — 不变
HAUZ DBX ETF TR $1.23万0.00%550 -4-0.7% -$90 减仓
DEA EASTERLY GOVT PPTYS INC $1.27万0.00%510 -58-10.2% -$1,446 减仓
PG PROCTER & GAMBLE CO $1.28万0.00%87 53155.9% $7,772 加仓
VRTX VERTEX PHARMACEUTICALS INC $1.29万0.00%26 313.0% $1,490 加仓
IAU ISHARES GOLD TR $1.32万0.00%175 00.0% — 不变
— SNDL INC $1.36万0.00%10,040 00.0% — 不变
TRFK PACER FDS TR $1.43万0.00%134 00.0% — 不变
SQQQ PROSHARES TR $1.45万0.00%400 00.0% — 不变
AZN ASTRAZENECA PLC $1.46万0.00%77 22.7% $379 加仓
SCI SERVICE CORP INTL $1.47万0.00%194 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1.54万0.00%317 -13-3.9% -$631 减仓
VLTO VERALTO CORP $1.56万0.00%176 -11-5.9% -$976 减仓
HPE HEWLETT PACKARD ENTERPRISE C $1.58万0.00%350 15075.0% $6,767 加仓
USA LIBERTY ALL STAR EQUITY FD $1.59万0.00%2,745 -308-10.1% -$1,790 减仓
IWB ISHARES TR $1.60万0.00%39 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $1.60万0.00%56 00.0% — 不变
XLF SELECT SECTOR SPDR TR $1.61万0.00%300 00.0% — 不变
— EATON VANCE RISK-MANAGED DIV $1.65万0.00%2,000 00.0% — 不变
BH BIGLARI HLDGS INC $1.66万0.00%39 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1.67万0.00%42 37.7% $1,193 加仓
IMCG ISHARES TR $1.68万0.00%171 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $1.73万0.00%300 00.0% — 不变
GDX VANECK ETF TRUST $1.74万0.00%230 00.0% — 不变
NTRS NORTHERN TR CORP $1.74万0.00%100 00.0% — 不变
MMM 3M CO $1.75万0.00%108 00.0% — 不变
SWX SOUTHWEST GAS HLDGS INC $1.77万0.00%200 00.0% — 不变
BNY BANK OF NY MELLON CORP $1.81万0.00%125 00.0% — 不变
MCD MCDONALDS CORP $1.84万0.00%68 -1,000-93.6% -$27.03万 减仓
PH PARKER-HANNIFIN CORP $1.86万0.00%19 00.0% — 不变
IDXX IDEXX LABS INC $1.90万0.00%36 00.0% — 不变
LUV SOUTHWEST AIRLS CO $1.91万0.00%372 00.0% — 不变
— DIREXION SHARES ETF TRUST $1.92万0.00%760 -1,300-63.1% -$3.28万 减仓
ETN EATON CORP PLC $1.92万0.00%45 00.0% — 不变
NAK NORTHERN DYNASTY MINERALS LT $1.92万0.00%10,000 00.0% — 不变
ENPH ENPHASE ENERGY INC $2.01万0.00%408 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $2.01万0.00%868 00.0% — 不变
GWW WW GRAINGER INC $2.04万0.00%15 00.0% — 不变
CSL CARLISLE COS INC $2.10万0.00%58 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $2.12万0.00%1,500 1,500— $2.12万 新建仓
XLE SELECT SECTOR SPDR TR $2.12万0.00%400 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $2.17万0.00%450 -10-2.2% -$481 减仓
XSMO INVESCO EXCHANGE TRADED FD T $2.18万0.00%233 00.0% — 不变
ABNB AIRBNB INC $2.19万0.00%153 -2-1.3% -$286 减仓
NUE NUCOR CORP $2.25万0.00%101 00.0% — 不变
MCK MCKESSON CORP $2.27万0.00%30 00.0% — 不变
MAR MARRIOTT INTL INC NEW $2.30万0.00%62 00.0% — 不变
MSCI MSCI INC $2.35万0.00%42 37.7% $1,680 加仓
HFXI NEW YORK LIFE INVESTMENTS ET $2.40万0.00%629 00.0% — 不变
RYN RAYONIER INC $2.41万0.00%1,131 00.0% — 不变
— HANCOCK JOHN PREM DIVID FD $2.45万0.00%1,891 -188-9.0% -$2,435 减仓
AMT AMERICAN TOWER CORP $2.45万0.00%150 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $2.51万0.00%191 00.0% — 不变
QQQ INVESCO QQQ TR $2.65万0.00%36 00.0% — 不变
IONQ IONQ INC $2.66万0.00%500 500— $2.66万 新建仓
SIVR ABRDN SILVER ETF TRUST $2.81万0.00%500 -460-47.9% -$2.59万 减仓
COR CENCORA INC $2.83万0.00%100 00.0% — 不变
ORCL ORACLE CORP $2.86万0.00%195 161473.5% $2.36万 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $2.87万0.00%3,000 3,000— $2.87万 新建仓
APA APA CORPORATION $2.95万0.00%905 00.0% — 不变
O REALTY INCOME CORP $3.01万0.00%486 -58-10.7% -$3,594 减仓
KR KROGER CO $3.09万0.00%556 00.0% — 不变
PSX PHILLIPS 66 $3.11万0.00%184 00.0% — 不变
CIEN CIENA CORP $3.19万0.00%65 00.0% — 不变
CBRS CEREBRAS SYSTEMS INC $3.31万0.00%150 150— $3.31万 新建仓
CVS CVS HEALTH CORP $3.34万0.00%323 -677-67.7% -$7.00万 减仓