13F 机构持仓

HOEY INVESTMENTS, INC

COATESVILLE PA · SEC CIK 0001799544

2026Q22026Q1 更早 9 个季度 🔒
$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
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 33.6%
AMZN 18.2%
META 10.5%
MSFT 6.0%
PLTR 3.4%
AAPL 2.8%
AVGO 2.5%
WFC 1.6%
GS 1.5%
GE 1.4%

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
CTVA CORTEVA INC $2.04万0.00%244 00.0% — 不变
MAR MARRIOTT INTL INC NEW $2.03万0.00%62 00.0% — 不变
IDXX IDEXX LABS INC $2.02万0.00%36 36— $2.02万 新建仓
VHT VANGUARD WORLD FD $1.99万0.00%73 73— $1.99万 新建仓
ASML ASML HLDG NV $1.98万0.00%15 550.0% $6,604 加仓
ABNB AIRBNB INC $1.96万0.00%155 -10-6.1% -$1,263 减仓
CSL CARLISLE COS INC $1.94万0.00%58 00.0% — 不变
VTI VANGUARD INDEX FDS $1.91万0.00%60 -11-15.5% -$3,500 减仓
ANET ARISTA NETWORKS INC $1.88万0.00%153 153— $1.88万 新建仓
PEY INVESCO EXCHANGE TRADED FD T $1.86万0.00%868 00.0% — 不变
ACN ACCENTURE PLC IRELAND $1.84万0.00%93 93— $1.84万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $1.82万0.00%300 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1.80万0.00%39 39— $1.80万 新建仓
XSMO INVESCO EXCHANGE TRADED FD T $1.77万0.00%233 -847-78.4% -$6.44万 重新持有
— PROSHARES TR $1.75万0.00%1,500 -300-16.7% -$3,492 减仓
SWX SOUTHWEST GAS HLDGS INC $1.74万0.00%200 00.0% — 不变
NUE NUCOR CORP $1.71万0.00%101 00.0% — 不变
PH PARKER-HANNIFIN CORP $1.70万0.00%19 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $1.69万0.00%3,053 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1.67万0.00%231 139151.1% $1.01万 加仓
VLTO VERALTO CORP $1.65万0.00%187 00.0% — 不变
GWW WW GRAINGER INC $1.64万0.00%15 15— $1.64万 新建仓
— EATON VANCE RISK-MANAGED DIV $1.63万0.00%2,000 00.0% — 不变
ETN EATON CORP PLC $1.61万0.00%45 1550.0% $5,365 加仓
SCI SERVICE CORP INTL $1.60万0.00%194 00.0% — 不变
MMM 3M CO $1.57万0.00%108 00.0% — 不变
IAU ISHARES GOLD TR $1.54万0.00%175 00.0% — 不变
ENPH ENPHASE ENERGY INC $1.54万0.00%408 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1.53万0.00%330 134.1% $603 加仓
DAL DELTA AIR LINES INC $1.52万0.00%229 229— $1.52万 新建仓
BNY BANK NEW YORK MELLON CORP $1.48万0.00%125 -100-44.4% -$1.19万 减仓
XLF SELECT SECTOR SPDR TR $1.48万0.00%300 -600-66.7% -$2.96万 减仓
AZN ASTRAZENECA PLC $1.48万0.00%75 75— $1.48万 新建仓
EQIX EQUINIX INC $1.47万0.00%15 15— $1.47万 新建仓
NAK NORTHERN DYNASTY MINERALS LT $1.40万0.00%10,000 00.0% — 不变
LUV SOUTHWEST AIRLS CO $1.40万0.00%372 372— $1.40万 新建仓
NTRS NORTHERN TR CORP $1.40万0.00%100 00.0% — 不变
IWB ISHARES TR $1.39万0.00%39 00.0% — 不变
EIX EDISON INTL $1.36万0.00%186 00.0% — 不变
IMCG ISHARES TR $1.35万0.00%171 171— $1.35万 新建仓
— SNDL INC $1.33万0.00%10,040 00.0% — 不变
LIN LINDE PLC $1.29万0.00%26 26— $1.29万 新建仓
BH BIGLARI HLDGS INC $1.29万0.00%39 00.0% — 不变
HAUZ DBX ETF TR $1.25万0.00%554 40.7% $90 加仓
DEA EASTERLY GOVT PPTYS INC $1.22万0.00%568 00.0% — 不变
ROST ROSS STORES INC $1.21万0.00%56 00.0% — 不变
WY WEYERHAEUSER CO $1.17万0.00%480 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $1.17万0.00%56 00.0% — 不变
XLU SELECT SECTOR SPDR TR $1.15万0.00%250 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $1.10万0.00%333 00.0% — 不变
CTAS CINTAS CORP $1.10万0.00%65 65— $1.10万 新建仓
SCHP SCHWAB STRATEGIC TR $1.04万0.00%392 82.1% $213 加仓
VRTX VERTEX PHARMACEUTICALS INC $1.03万0.00%23 1076.9% $4,466 加仓
EBND SPDR SERIES TRUST $1.02万0.00%493 102.1% $206 加仓
ESTC ELASTIC N V $9,9980.00%200 00.0% — 不变
PLUG PLUG PWR INC $9,5650.00%4,232 -214-4.8% -$484 减仓
— ISHARES ETHEREUM TR $9,4980.00%600 20050.0% $3,166 加仓
— ABRDN GLOBAL DYNAMIC DIVIDEN $9,0180.00%835 00.0% — 不变
SPTS SPDR SERIES TRUST $8,9590.00%307 307— $8,959 新建仓
IP INTERNATIONAL PAPER CO $8,9250.00%250 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $8,4120.00%51 -13-20.3% -$2,144 减仓
TRFK PACER FDS TR $8,3410.00%134 00.0% — 不变
HSBC HSBC HLDGS PLC $8,2490.00%100 00.0% — 不变
— DYADIC INTL INC DEL $8,0750.00%9,847 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $7,8650.00%60 -400-87.0% -$5.24万 减仓
CCL CARNIVAL CORP $7,8050.00%302 -284-48.5% -$7,340 减仓
FDIS FIDELITY COVINGTON TRUST $7,7410.00%83 00.0% — 不变
VTRS VIATRIS INC $7,7280.00%572 00.0% — 不变
ADI ANALOG DEVICES INC $7,6360.00%24 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $7,5290.00%107 00.0% — 不变
VIK VIKING HOLDINGS LTD $7,3480.00%100 00.0% — 不变
DE DEERE & CO $7,3230.00%13 00.0% — 不变
MGA MAGNA INTL INC $6,9770.00%125 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $6,9210.00%44 00.0% — 不变
IWD ISHARES TR $6,8380.00%32 00.0% — 不变
EQT EQT CORP $6,7460.00%106 00.0% — 不变
PGR PROGRESSIVE CORP $6,3440.00%32 00.0% — 不变
TDG TRANSDIGM GROUP INC $5,7950.00%5 00.0% — 不变
LH LABCORP HOLDINGS INC $5,6040.00%21 00.0% — 不变
ARW ARROW ELECTRS INC $5,5930.00%39 00.0% — 不变
HL HECLA MINING COMPANY $5,5890.00%300 300— $5,589 新建仓
MPWR MONOLITHIC PWR SYS INC $5,4670.00%5 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $5,3090.00%26 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $5,2760.00%100 -150-60.0% -$7,914 减仓
TKO TKO GROUP HOLDINGS INC $5,2430.00%26 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $5,1960.00%300 00.0% — 不变
— TILRAY BRANDS INC $5,1440.00%795 00.0% — 不变
ORCL ORACLE CORP $5,0020.00%34 -100-74.6% -$1.47万 减仓
PG PROCTER & GAMBLE CO $4,9110.00%34 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $4,7620.00%200 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $4,7520.00%100 00.0% — 不变
XLV SELECT SECTOR SPDR TR $4,4710.00%30 00.0% — 不变
CBRE CBRE GROUP INC $4,3350.00%32 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $4,3320.00%117 117— $4,332 新建仓
— CERVOMED INC $4,2560.00%1,080 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $3,9080.00%20 00.0% — 不变
BP BP PLC $3,9010.00%83 00.0% — 不变
PPL PPL CORP $3,8200.00%100 00.0% — 不变
COFS CHOICEONE FINANCIA $3,7970.00%135 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $3,7700.00%2 00.0% — 不变