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
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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $4.72万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $4.73万 | 0.01% | 2,084 | 44 | 2.2% | $998 | 加仓 |
| IEFA | ISHARES TR | $4.78万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $4.90万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $4.98万 | 0.01% | 1,535 | 31 | 2.1% | $1,005 | 加仓 |
| ADBE | ADOBE INC | $5.08万 | 0.01% | 209 | 59 | 39.3% | $1.43万 | 加仓 |
| IRM | IRON MTN INC DEL | $5.16万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $5.19万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $5.44万 | 0.01% | 549 | 319 | 138.7% | $3.16万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $5.45万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $5.54万 | 0.01% | 1,448 | 26 | 1.8% | $995 | 加仓 |
| APP | APPLOVIN CORP | $5.57万 | 0.01% | 140 | -50 | -26.3% | -$1.99万 | 减仓 |
| GIB | CGI INC | $5.63万 | 0.01% | 770 | -547 | -41.5% | -$4.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5.68万 | 0.01% | 95 | -41 | -30.1% | -$2.45万 | 重新持有 |
| BITO | PROSHARES TR | $5.71万 | 0.01% | 6,134 | -460 | -7.0% | -$4,283 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5.84万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $5.91万 | 0.01% | 1,207 | 25 | 2.1% | $1,223 | 加仓 |
| LYFT | LYFT INC | $5.99万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $6.03万 | 0.01% | 887 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $6.24万 | 0.01% | 2,435 | 45 | 1.9% | $1,154 | 加仓 |
| VO | VANGUARD INDEX FDS | $6.31万 | 0.01% | 220 | 1 | 0.5% | $287 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $6.33万 | 0.01% | 3,202 | -50 | -1.5% | -$989 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $6.34万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $6.44万 | 0.01% | 2,242 | -700 | -23.8% | -$2.01万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $6.55万 | 0.01% | 500 | 100 | 25.0% | $1.31万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6.56万 | 0.01% | 409 | 105 | 34.5% | $1.68万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $6.87万 | 0.01% | 960 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $7.02万 | 0.01% | 1,668 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $7.12万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7.18万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $7.27万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $7.36万 | 0.01% | 2,643 | 57 | 2.2% | $1,587 | 加仓 |
| SHOP | SHOPIFY INC | $7.58万 | 0.01% | 639 | 219 | 52.1% | $2.60万 | 加仓 |
| UNM | UNUM GROUP | $7.67万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.83万 | 0.01% | 273 | 173 | 173.0% | $4.96万 | 加仓 |
| QUAL | ISHARES TR | $8.32万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $8.52万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $8.52万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $8.62万 | 0.01% | 711 | -45 | -6.0% | -$5,454 | 减仓 |
| COP | CONOCOPHILLIPS | $8.66万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $8.94万 | 0.01% | 1,203 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $9.07万 | 0.01% | 800 | -100 | -11.1% | -$1.13万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $9.11万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $9.16万 | 0.01% | 2,060 | 1,810 | 724.0% | $8.05万 | 加仓 |
| IEMG | ISHARES INC | $9.32万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $9.57万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $9.58万 | 0.01% | 626 | -51 | -7.5% | -$7,808 | 减仓 |
| VTV | VANGUARD INDEX FDS | $9.77万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $9.78万 | 0.01% | 1,943 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $9.78万 | 0.01% | 865 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $9.87万 | 0.01% | 1,063 | -92 | -8.0% | -$8,545 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9.95万 | 0.01% | 153 | 8 | 5.5% | $5,203 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9.99万 | 0.01% | 1,848 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $10.90万 | 0.02% | 1,500 | 500 | 50.0% | $3.63万 | 加仓 |
| DHR | DANAHER CORP DEL | $11.36万 | 0.02% | 599 | -31 | -4.9% | -$5,878 | 减仓 |
| DGRO | ISHARES TR | $11.60万 | 0.02% | 1,653 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $11.73万 | 0.02% | 357 | 9 | 2.6% | $2,957 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $11.87万 | 0.02% | 4,795 | 44 | 0.9% | $1,089 | 加仓 |
| CSCO | CISCO SYS INC | $12.33万 | 0.02% | 1,589 | -130 | -7.6% | -$1.01万 | 减仓 |
| KKR | KKR & CO INC | $13.02万 | 0.02% | 1,408 | 0 | 0.0% | — | 不变 |
| PFIS | PEOPLES FINL SVCS CORP | $13.18万 | 0.02% | 2,471 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $13.78万 | 0.02% | 3,308 | -225 | -6.4% | -$9,371 | 减仓 |
| BLK | BLACKROCK INC | $13.94万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $14.19万 | 0.02% | 500 | -100 | -16.7% | -$2.84万 | 减仓 |
| QCOM | QUALCOMM INC | $14.19万 | 0.02% | 1,102 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $14.46万 | 0.02% | 775 | 200 | 34.8% | $3.73万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $14.87万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $15.18万 | 0.02% | 165 | 60 | 57.1% | $5.52万 | 加仓 |
| GFI | GOLD FIELDS LTD | $15.21万 | 0.02% | 3,350 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $15.24万 | 0.02% | 446 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $16.41万 | 0.02% | 1,000 | 1,000 | — | $16.41万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $17.17万 | 0.02% | 5,625 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $18.15万 | 0.03% | 6,464 | -551 | -7.9% | -$1.55万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $19.02万 | 0.03% | 681 | -375 | -35.5% | -$10.47万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $19.39万 | 0.03% | 3,862 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $19.96万 | 0.03% | 5,195 | 100 | 2.0% | $3,842 | 加仓 |
| — | DUPONT DE NEMOURS INC | $23.89万 | 0.03% | 5,217 | -406 | -7.2% | -$1.86万 | 减仓 |
| ZTS | ZOETIS INC | $25.00万 | 0.04% | 2,115 | -58 | -2.7% | -$6,856 | 减仓 |
| ALL | ALLSTATE CORP | $25.75万 | 0.04% | 1,242 | -405 | -24.6% | -$8.40万 | 减仓 |
| GSK | GSK PLC | $27.03万 | 0.04% | 4,897 | -31 | -0.6% | -$1,711 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $28.21万 | 0.04% | 4,800 | -1,500 | -23.8% | -$8.82万 | 减仓 |
| IVV | ISHARES TR | $30.05万 | 0.04% | 460 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $30.20万 | 0.04% | 5,317 | -320 | -5.7% | -$1.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.49万 | 0.04% | 306 | -28 | -8.4% | -$2.79万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $31.44万 | 0.05% | 2,725 | -74 | -2.6% | -$8,538 | 减仓 |
| MCD | MCDONALDS CORP | $33.19万 | 0.05% | 1,068 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.91万 | 0.05% | 1,031 | -540 | -34.4% | -$17.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $34.78万 | 0.05% | 696 | 96 | 16.0% | $4.80万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.34万 | 0.05% | 1,737 | -20 | -1.1% | -$4,069 | 减仓 |
| CAT | CATERPILLAR INC | $38.12万 | 0.05% | 538 | 145 | 36.9% | $10.27万 | 加仓 |
| CLS | CELESTICA INC | $38.31万 | 0.06% | 1,360 | -2,590 | -65.6% | -$72.96万 | 减仓 |
| IUSG | ISHARES TR | $38.78万 | 0.06% | 2,500 | -500 | -16.7% | -$7.76万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.98万 | 0.06% | 11,000 | -3,000 | -21.4% | -$10.63万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $39.18万 | 0.06% | 5,119 | 5,119 | — | $39.18万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.64万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.03万 | 0.06% | 1,000 | 330 | 49.3% | $14.20万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.45万 | 0.06% | 884 | -34 | -3.7% | -$1.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.93万 | 0.07% | 1,202 | 600 | 99.7% | $23.42万 | 加仓 |
| GM | GENERAL MTRS CO | $47.62万 | 0.07% | 6,392 | -237 | -3.6% | -$1.77万 | 减仓 |
| GLW | CORNING INC | $48.41万 | 0.07% | 3,560 | 2,010 | 129.7% | $27.33万 | 加仓 |