HOEY INVESTMENTS, INC
COATESVILLE PA · SEC CIK 0001799544
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $23.04万 | 0.03% | 1,247 | 145 | 13.2% | $2.68万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $24.45万 | 0.03% | 1,106 | 1,106 | — | $24.45万 | 新建仓 |
| HON | HONEYWELL INTL INC | $24.77万 | 0.03% | 1,107 | -1,106 | -50.0% | -$24.75万 | 减仓 |
| GSK | GSK PLC | $25.67万 | 0.03% | 4,897 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.97万 | 0.04% | 299 | -7 | -2.3% | -$6,548 | 减仓 |
| ALL | ALLSTATE CORP | $28.55万 | 0.04% | 1,200 | -42 | -3.4% | -$9,993 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $30.19万 | 0.04% | 4,800 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $32.53万 | 0.04% | 450 | 4 | 0.9% | $2,892 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $33.19万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $33.34万 | 0.04% | 905 | -95 | -9.5% | -$3.50万 | 减仓 |
| — | EXXON MOBIL CORP | $34.14万 | 0.04% | 2,497 | -360 | -12.6% | -$4.92万 | 减仓 |
| IVV | ISHARES TR | $34.45万 | 0.04% | 460 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $35.02万 | 0.05% | 960 | -400 | -29.4% | -$14.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $35.75万 | 0.05% | 696 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $35.91万 | 0.05% | 5,250 | -67 | -1.3% | -$4,583 | 减仓 |
| CVX | CHEVRON CORPORATION | $36.97万 | 0.05% | 2,230 | -295 | -11.7% | -$4.89万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $41.15万 | 0.05% | 808 | 10 | 1.3% | $5,093 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $42.65万 | 0.06% | 442 | 442 | — | $42.65万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $43.82万 | 0.06% | 2,683 | -42 | -1.5% | -$6,859 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.82万 | 0.06% | 874 | -10 | -1.1% | -$5,014 | 减仓 |
| — | THEMES ETF TR | $44.41万 | 0.06% | 11,265 | 11,265 | — | $44.41万 | 新建仓 |
| HD | HOME DEPOT INC | $44.44万 | 0.06% | 1,260 | 229 | 22.2% | $8.08万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.79万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $47.02万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $48.71万 | 0.06% | 6,319 | -73 | -1.1% | -$5,627 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $56.09万 | 0.07% | 16,883 | -2,523 | -13.0% | -$8.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.14万 | 0.07% | 2,250 | -233 | -9.4% | -$5.92万 | 减仓 |
| PEP | PEPSICO INC | $61.13万 | 0.08% | 4,515 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $67.03万 | 0.09% | 1,354 | -20 | -1.5% | -$9,902 | 减仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $67.37万 | 0.09% | 1,900 | 1,900 | — | $67.37万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $71.36万 | 0.09% | 21,088 | -1,163 | -5.2% | -$3.94万 | 减仓 |
| CAT | CATERPILLAR INC | $72.31万 | 0.09% | 679 | 141 | 26.2% | $15.02万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $74.36万 | 0.10% | 3,020 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $74.42万 | 0.10% | 7,496 | -1,315 | -14.9% | -$13.06万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $80.24万 | 0.10% | 1,575 | 80 | 5.4% | $4.08万 | 加仓 |
| GOOG | ALPHABET INC | $94.80万 | 0.12% | 2,683 | 2,410 | 882.8% | $85.15万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $95.65万 | 0.12% | 25,350 | -2,600 | -9.3% | -$9.81万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $99.45万 | 0.13% | 31,108 | -1,089 | -3.4% | -$3.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $106.19万 | 0.14% | 1,828 | 91 | 5.2% | $5.29万 | 加仓 |
| ABBV | ABBVIE INC | $107.58万 | 0.14% | 4,275 | 408 | 10.6% | $10.27万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $108.55万 | 0.14% | 2,505 | 185 | 8.0% | $8.02万 | 加仓 |
| NLR | VANECK ETF TRUST | $117.13万 | 0.15% | 10,099 | 165 | 1.7% | $1.91万 | 加仓 |
| RTX | RTX CORPORATION | $117.73万 | 0.15% | 6,205 | -3 | -0.0% | -$569 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $125.04万 | 0.16% | 35,920 | -1,527 | -4.1% | -$5.32万 | 减仓 |
| EMR | EMERSON ELEC CO | $126.72万 | 0.16% | 8,852 | 258 | 3.0% | $3.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $126.97万 | 0.16% | 1,100 | 1,100 | — | $126.97万 | 新建仓 |
| TSLA | TESLA INC | $133.41万 | 0.17% | 3,172 | -27 | -0.8% | -$1.14万 | 减仓 |
| BA | BOEING CO | $140.60万 | 0.18% | 6,495 | 424 | 7.0% | $9.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $146.95万 | 0.19% | 3,077 | 988 | 47.3% | $47.18万 | 加仓 |
| GLW | CORNING INC | $153.77万 | 0.20% | 6,020 | 2,460 | 69.1% | $62.84万 | 加仓 |
| CMI | CUMMINS INC | $161.26万 | 0.21% | 2,261 | -258 | -10.2% | -$18.40万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $163.46万 | 0.21% | 2,142 | 940 | 78.2% | $71.74万 | 加仓 |
| MUU | DIREXION SHARES ETF TRUST | $163.92万 | 0.21% | 1,563 | 1,563 | — | $163.92万 | 新建仓 |
| AMGN | AMGEN INC | $178.45万 | 0.23% | 4,928 | -274 | -5.3% | -$9.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $181.29万 | 0.23% | 3,623 | -4,303 | -54.3% | -$215.32万 | 减仓 |
| SLV | ISHARES SILVER TR | $185.94万 | 0.24% | 34,775 | -11,409 | -24.7% | -$61.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $187.33万 | 0.24% | 6,662 | -2,539 | -27.6% | -$71.39万 | 减仓 |
| IBB | ISHARES TR | $199.44万 | 0.26% | 10,486 | 2,223 | 26.9% | $42.28万 | 加仓 |
| LOW | LOWES COS INC | $199.50万 | 0.26% | 9,048 | 173 | 1.9% | $3.81万 | 加仓 |
| ALAB | ASTERA LABS INC | $212.82万 | 0.27% | 4,406 | -711 | -13.9% | -$34.34万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $221.44万 | 0.29% | 35,290 | -5,090 | -12.6% | -$31.94万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $226.43万 | 0.29% | 5,248 | 4,248 | 424.8% | $183.28万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $270.53万 | 0.35% | 90,753 | -41,949 | -31.6% | -$125.05万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $321.87万 | 0.42% | 10,805 | 10,256 | 1,868.1% | $305.52万 | 加仓 |
| WMT | WALMART INC | $436.47万 | 0.56% | 38,537 | -7,200 | -15.7% | -$81.55万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $476.68万 | 0.62% | 20,000 | 2,000 | 11.1% | $47.67万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $494.41万 | 0.64% | 13,944 | 7,359 | 111.8% | $260.93万 | 加仓 |
| BAC | BANK OF AMER CORP | $636.13万 | 0.82% | 111,641 | -16,024 | -12.6% | -$91.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $880.40万 | 1.14% | 44,000 | -4,000 | -8.3% | -$80.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $963.04万 | 1.24% | 29,421 | -276 | -0.9% | -$9.03万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,008.60万 | 1.30% | 122,048 | -14,869 | -10.9% | -$122.88万 | 减仓 |
| MS | MORGAN STANLEY | $1,028.18万 | 1.33% | 49,186 | 2,155 | 4.6% | $45.05万 | 加仓 |
| GEV | GE VERNOVA INC | $1,127.28万 | 1.46% | 9,595 | 204 | 2.2% | $23.97万 | 加仓 |
| GE | GE AEROSPACE | $1,253.64万 | 1.62% | 33,544 | -984 | -2.8% | -$36.78万 | 减仓 |
| GOOGL | ALPHABET INC | $1,393.28万 | 1.80% | 38,987 | 5,409 | 16.1% | $193.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,400.85万 | 1.81% | 13,851 | 1,637 | 13.4% | $165.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,541.47万 | 1.99% | 132,122 | -27,894 | -17.4% | -$325.44万 | 减仓 |
| AVGO | BROADCOM INC | $1,977.41万 | 2.55% | 52,347 | -3,228 | -5.8% | -$121.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,082.11万 | 2.69% | 18,038 | 15,438 | 593.8% | $1,781.99万 | 加仓 |
| AAPL | APPLE INC | $2,308.73万 | 2.98% | 79,787 | 4,434 | 5.9% | $128.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,981.47万 | 5.14% | 106,736 | -5,175 | -4.6% | -$193.04万 | 减仓 |
| META | META PLATFORMS INC | $5,761.10万 | 7.44% | 102,276 | -25,412 | -19.9% | -$1,431.43万 | 减仓 |
| AMZN | AMAZON COM INC | $1.46亿 | 18.80% | 610,735 | 4,984 | 0.8% | $118.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.68亿 | 34.61% | 1,339,274 | 4,090 | 0.3% | $81.84万 | 加仓 |