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
BLK BLACKROCK INC $13.37万0.02%139 -6-4.1% -$5,769 减仓
KGC KINROSS GOLD CORP $13.29万0.02%5,625 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $13.21万0.02%4,768 -27-0.6% -$748 减仓
DGRO ISHARES TR $12.53万0.02%1,653 00.0% — 不变
IVW ISHARES TR $11.90万0.02%865 00.0% — 不变
KKR KKR & CO INC $11.72万0.02%1,277 -131-9.3% -$1.20万 减仓
SPY STATE STR SPDR S&P 500 ETF T $11.43万0.01%153 00.0% — 不变
GFI GOLD FIELDS LTD $11.25万0.01%3,350 00.0% — 不变
SYK STRYKER CORPORATION $11.24万0.01%357 00.0% — 不变
C CITIGROUP INC $11.20万0.01%800 00.0% — 不变
IEMG ISHARES INC $11.07万0.01%1,336 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $11.03万0.01%1,848 00.0% — 不变
VTV VANGUARD INDEX FDS $10.85万0.01%498 00.0% — 不变
DHR DANAHER CORP DEL $10.76万0.01%565 -34-5.7% -$6,476 减仓
INTC INTEL CORP $9.77万0.01%700 -300-30.0% -$4.19万 减仓
TER TERADYNE INC $9.68万0.01%200 200— $9.68万 新建仓
UBER UBER TECHNOLOGIES INC $9.62万0.01%1,333 -45,007-97.1% -$324.77万 减仓
QUAL ISHARES TR $9.52万0.01%434 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $9.47万0.01%350 00.0% — 不变
UNM UNUM GROUP $9.39万0.01%1,050 00.0% — 不变
NSC NORFOLK SOUTHN CORP $9.34万0.01%297 00.0% — 不变
EFV ISHARES TR $9.21万0.01%1,203 00.0% — 不变
NEE NEXTERA ENERGY INC $9.20万0.01%1,048 -15-1.4% -$1,317 减仓
DOW DOW HLDGS INC $8.67万0.01%3,170 -138-4.2% -$3,776 减仓
IBIT ISHARES BITCOIN TRUST ETF $8.62万0.01%2,589 -2,606-50.2% -$8.68万 减仓
T AT&T INC $8.49万0.01%4,100 3,000272.7% $6.21万 加仓
BHP BHP BILLITON LIMITED $8.33万0.01%1,000 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $8.04万0.01%2,586 -57-2.2% -$1,773 减仓
DVN DEVON ENERGY CORP NEW $8.03万0.01%1,943 00.0% — 不变
EFG ISHARES TR $7.95万0.01%639 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $7.88万0.01%210 00.0% — 不变
MDT MEDTRONIC PLC $7.86万0.01%1,005 -100-9.0% -$7,823 减仓
SANA SANA BIOTECHNOLOGY INC $7.68万0.01%22,000 00.0% — 不变
SHOP SHOPIFY INC $7.55万0.01%661 223.4% $2,512 加仓
WPM WHEATON PRECIOUS METALS CORP $7.30万0.01%650 00.0% — 不变
VO VANGUARD INDEX FDS $7.10万0.01%882 20.2% $161 加仓
LULU LULULEMON ATHLETICA INC $7.07万0.01%619 -7-1.1% -$799 减仓
SCHX SCHWAB STRATEGIC TR $7.03万0.01%2,390 -45-1.8% -$1,324 减仓
ASML ASML HLDG NV $6.96万0.01%35 20133.3% $3.98万 加仓
SPOT SPOTIFY TECHNOLOGY S A $6.89万0.01%150 150— $6.89万 新建仓
COP CONOCOPHILLIPS $6.82万0.01%656 00.0% — 不变
V VISA INC $6.76万0.01%197 4832.2% $1.65万 加仓
LYFT LYFT INC $6.57万0.01%4,500 00.0% — 不变
VOO VANGUARD INDEX FDS $6.52万0.01%95 00.0% — 不变
IRM IRON MTN INC DEL $6.38万0.01%505 00.0% — 不变
WPC WP CAREY INC $6.34万0.01%887 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $6.24万0.01%1,182 -25-2.1% -$1,319 减仓
NTAP NETAPP INC $6.19万0.01%400 00.0% — 不变
TDS TELEPHONE & DATA SYS INC $6.17万0.01%1,668 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $5.72万0.01%1,504 -31-2.0% -$1,180 减仓
APP APPLOVIN CORP $5.67万0.01%110 -30-21.4% -$1.55万 减仓
FNDE SCHWAB STRATEGIC TR $5.64万0.01%1,422 -26-1.8% -$1,032 减仓
CMCSA COMCAST CORP NEW $5.50万0.01%2,242 00.0% — 不变
VLO VALERO ENERGY CORP $4.97万0.01%191 00.0% — 不变
WEC WEC ENERGY GROUP INC $4.94万0.01%423 00.0% — 不变
PPG PPG INDS INC $4.85万0.01%400 00.0% — 不变
IYW ISHARES TR $4.79万0.01%190 00.0% — 不变
DE DEERE & CO $4.69万0.01%74 61469.2% $3.87万 加仓
BITO PROSHARES TR $4.64万0.01%5,814 -320-5.2% -$2,554 减仓
SCHI SCHWAB STRATEGIC TR $4.62万0.01%2,040 -44-2.1% -$996 减仓
CTVA CORTEVA INC $4.61万0.01%544 300123.0% $2.54万 加仓
COIN COINBASE GLOBAL INC $4.56万0.01%312 00.0% — 不变
SNDK SANDISK CORP $4.55万0.01%20 20— $4.55万 新建仓
EIX EDISON INTL $4.36万0.01%586 400215.1% $2.98万 加仓
ADBE ADOBE INC $4.29万0.01%209 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $4.18万0.01%1,157 -28-2.4% -$1,012 减仓
QLYS QUALYS INC $4.12万0.01%300 00.0% — 不变
ABT ABBOTT LABORATORIES $4.10万0.01%452 61.3% $544 加仓
— DIREXION SHARES ETF TRUST $4.05万0.01%2,000 -1,000-33.3% -$2.02万 重新持有
SCHE SCHWAB STRATEGIC TR $3.99万0.01%1,100 -23-2.0% -$834 减仓
SMBS SCHWAB STRATEGIC TR $3.96万0.01%1,557 -34-2.1% -$864 减仓
PVH PVH CORPORATION $3.89万0.01%524 00.0% — 不变
DUK DUKE ENERGY CORP NEW $3.80万0.00%300 -200-40.0% -$2.53万 减仓
EMN EASTMAN CHEM CO $3.76万0.00%562 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $3.61万0.00%1,463 -33-2.2% -$814 减仓
DLR DIGITAL RLTY TR INC $3.59万0.00%200 00.0% — 不变
M MACYS INC $3.53万0.00%1,500 1,500— $3.53万 新建仓
SCHH SCHWAB STRATEGIC TR $3.46万0.00%1,460 -11-0.7% -$260 减仓
DIS DISNEY WALT CO $3.46万0.00%359 -12-3.2% -$1,155 减仓
IJR ISHARES TR $3.46万0.00%233 00.0% — 不变
STZ CONSTELLATION BRANDS INC $3.44万0.00%247 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $3.42万0.00%356 12554.1% $1.20万 加仓
SPCX SPACE EXPLORATION TECHN CORP $3.42万0.00%200 200— $3.42万 新建仓
MGK VANGUARD WORLD FD $3.38万0.00%385 00.0% — 不变
CVS CVS HEALTH CORP $3.34万0.00%323 -677-67.7% -$7.00万 减仓
CBRS CEREBRAS SYSTEMS INC $3.31万0.00%150 150— $3.31万 新建仓
CIEN CIENA CORP $3.19万0.00%65 00.0% — 不变
PSX PHILLIPS 66 $3.11万0.00%184 00.0% — 不变
KR KROGER CO $3.09万0.00%556 00.0% — 不变
O REALTY INCOME CORP $3.01万0.00%486 -58-10.7% -$3,594 减仓
APA APA CORPORATION $2.95万0.00%905 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DI $2.87万0.00%3,000 3,000— $2.87万 新建仓
ORCL ORACLE CORP $2.86万0.00%195 161473.5% $2.36万 加仓
COR CENCORA INC $2.83万0.00%100 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $2.81万0.00%500 -460-47.9% -$2.59万 减仓
IONQ IONQ INC $2.66万0.00%500 500— $2.66万 新建仓
QQQ INVESCO QQQ TR $2.65万0.00%36 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $2.51万0.00%191 00.0% — 不变
AMT AMERICAN TOWER CORP $2.45万0.00%150 00.0% — 不变
— HANCOCK JOHN PREM DIVID FD $2.45万0.00%1,891 -188-9.0% -$2,435 减仓