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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $11.73万 | 0.02% | 357 | 9 | 2.6% | $2,957 | 加仓 |
| DGRO | ISHARES TR | $11.60万 | 0.02% | 1,653 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $11.36万 | 0.02% | 599 | -31 | -4.9% | -$5,878 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $10.90万 | 0.02% | 1,500 | 500 | 50.0% | $3.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9.99万 | 0.01% | 1,848 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9.95万 | 0.01% | 153 | 8 | 5.5% | $5,203 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9.87万 | 0.01% | 1,063 | -92 | -8.0% | -$8,545 | 减仓 |
| IVW | ISHARES TR | $9.78万 | 0.01% | 865 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $9.78万 | 0.01% | 1,943 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $9.77万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $9.58万 | 0.01% | 626 | -51 | -7.5% | -$7,808 | 减仓 |
| MDT | MEDTRONIC PLC | $9.57万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $9.32万 | 0.01% | 1,336 | 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 |
| ITW | ILLINOIS TOOL WKS INC | $9.11万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $9.07万 | 0.01% | 800 | -100 | -11.1% | -$1.13万 | 减仓 |
| EFV | ISHARES TR | $8.94万 | 0.01% | 1,203 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $8.66万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $8.62万 | 0.01% | 711 | -45 | -6.0% | -$5,454 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $8.52万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $8.52万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $8.32万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.83万 | 0.01% | 273 | 173 | 173.0% | $4.96万 | 加仓 |
| UNM | UNUM GROUP | $7.67万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $7.58万 | 0.01% | 639 | 219 | 52.1% | $2.60万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $7.36万 | 0.01% | 2,643 | 57 | 2.2% | $1,587 | 加仓 |
| BHP | BHP BILLITON LIMITED | $7.27万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7.18万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $7.12万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $7.02万 | 0.01% | 1,668 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $6.87万 | 0.01% | 960 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $6.56万 | 0.01% | 409 | 105 | 34.5% | $1.68万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $6.55万 | 0.01% | 500 | 100 | 25.0% | $1.31万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $6.44万 | 0.01% | 2,242 | -700 | -23.8% | -$2.01万 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $6.34万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $6.33万 | 0.01% | 3,202 | -50 | -1.5% | -$989 | 减仓 |
| VO | VANGUARD INDEX FDS | $6.31万 | 0.01% | 220 | 1 | 0.5% | $287 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $6.24万 | 0.01% | 2,435 | 45 | 1.9% | $1,154 | 加仓 |
| WPC | WP CAREY INC | $6.03万 | 0.01% | 887 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $5.99万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $5.91万 | 0.01% | 1,207 | 25 | 2.1% | $1,223 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5.84万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $5.71万 | 0.01% | 6,134 | -460 | -7.0% | -$4,283 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5.68万 | 0.01% | 95 | -41 | -30.1% | -$2.45万 | 重新持有 |
| GIB | CGI INC | $5.63万 | 0.01% | 770 | -547 | -41.5% | -$4.00万 | 减仓 |
| APP | APPLOVIN CORP | $5.57万 | 0.01% | 140 | -50 | -26.3% | -$1.99万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $5.54万 | 0.01% | 1,448 | 26 | 1.8% | $995 | 加仓 |
| COIN | COINBASE GLOBAL INC | $5.45万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $5.44万 | 0.01% | 549 | 319 | 138.7% | $3.16万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $5.19万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $5.16万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5.08万 | 0.01% | 209 | 59 | 39.3% | $1.43万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $4.98万 | 0.01% | 1,535 | 31 | 2.1% | $1,005 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $4.90万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $4.78万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $4.73万 | 0.01% | 2,084 | 44 | 2.2% | $998 | 加仓 |
| VLO | VALERO ENERGY CORP | $4.72万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.58万 | 0.01% | 446 | 166 | 59.3% | $1.70万 | 加仓 |
| V | VISA INC | $4.50万 | 0.01% | 149 | 149 | — | $4.50万 | 新建仓 |
| INTC | INTEL CORP | $4.41万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $4.29万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $4.28万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| KORU | DIREXION SHARES ETF TRUST | $4.26万 | 0.01% | 150 | 150 | — | $4.26万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.18万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $4.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SMBS | SCHWAB STRATEGIC TR | $4.07万 | 0.01% | 1,591 | 34 | 2.2% | $869 | 加仓 |
| KR | KROGER CO | $4.02万 | 0.01% | 556 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3.90万 | 0.01% | 1,000 | 1,000 | — | $3.90万 | 新建仓 |
| APA | APA CORPORATION | $3.84万 | 0.01% | 905 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $3.73万 | 0.01% | 1,496 | 33 | 2.3% | $822 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $3.71万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $3.70万 | 0.01% | 1,123 | 23 | 2.1% | $758 | 加仓 |
| PVH | PVH CORPORATION | $3.66万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $3.60万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.58万 | 0.01% | 371 | -24 | -6.1% | -$2,313 | 减仓 |
| IYW | ISHARES TR | $3.45万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $3.45万 | 0.00% | 1,185 | 28 | 2.4% | $814 | 加仓 |
| PSX | PHILLIPS 66 | $3.35万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $3.33万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| SQQQ | PROSHARES TR | $3.22万 | 0.00% | 400 | -75 | -15.8% | -$6,037 | 减仓 |
| T | AT&T INC | $3.19万 | 0.00% | 1,100 | -450 | -29.0% | -$1.30万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $3.16万 | 0.00% | 1,471 | -989 | -40.2% | -$2.13万 | 减仓 |
| COR | CENCORA INC | $3.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $2.90万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.83万 | 0.00% | 77 | 77 | — | $2.83万 | 新建仓 |
| VICI | VICI PPTYS INC | $2.73万 | 0.00% | 1,000 | 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 |
| QLYS | QUALYS INC | $2.64万 | 0.00% | 300 | 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 |
| MCK | MCKESSON CORP | $2.60万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.59万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2.57万 | 0.00% | 205 | 100 | 95.2% | $1.25万 | 加仓 |
| CIEN | CIENA CORP | $2.52万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.45万 | 0.00% | 400 | -600 | -60.0% | -$3.68万 | 减仓 |
| RYN | RAYONIER INC | $2.33万 | 0.00% | 1,131 | 1,131 | — | $2.33万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $2.15万 | 0.00% | 460 | 10 | 2.2% | $467 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $2.11万 | 0.00% | 629 | 629 | — | $2.11万 | 新建仓 |
| GDX | VANECK ETF TRUST | $2.11万 | 0.00% | 230 | -300 | -56.6% | -$2.75万 | 减仓 |
| MSCI | MSCI INC | $2.10万 | 0.00% | 39 | 39 | — | $2.10万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $2.08万 | 0.00% | 36 | 30 | 500.0% | $1.73万 | 加仓 |