13F 机构持仓

Howard Capital Management Group, LLC

Los Angeles CA · SEC CIK 0001860501

2026Q22026Q1 更早 9 个季度 🔒
$16.36亿2026Q2 申报市值
150持仓数
55.5%前十大占比 · 第一大 11.4%
13 / 10新建仓 / 清仓
申报市值走势$16.36亿2026Q2
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 11.4%
AAPL 7.3%
SPY 6.7%
GOOGL 6.2%
AMZN 5.1%
PANW 4.5%
MSFT 4.4%
JPM 3.8%
XAR 3.2%
COST 3.0%

2026Q2 买入最多 按季末市值估算

MU 新建仓+$69.26万
DELL 新建仓+$51.78万
POWL 新建仓+$51.54万
TSM 加仓+$47.76万
ROK 加仓+$39.61万

2026Q2 卖出最多 按季末市值估算

ACN 清仓-$2,611.57万
ZTS 清仓-$1,282.12万
NVDA 减仓-$396.98万
GOOGL 减仓-$205.84万
SPY 减仓-$199.91万

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
SPYM SPDR Portfolio S&P 500 ETF $38.63万0.02%4,396 00.0% — 不变
XYL Xylem Inc. $38.40万0.02%3,248 -248-7.1% -$2.93万 减仓
O Realty Income Corp $37.18万0.02%6,000 00.0% — 不变
ALL Allstate Corp Com $35.69万0.02%1,500 00.0% — 不变
NEE Nextera Energy Inc $33.59万0.02%3,827 00.0% — 不变
SPG Simon Property Group $33.32万0.02%1,490 00.0% — 不变
GD General Dynamics Corp $32.50万0.02%918 00.0% — 不变
LITE Lumentum Holdings Inc $30.03万0.02%350 00.0% — 不变
ASML Asml Holding NV $29.84万0.02%150 150— $29.84万 新建仓
TXN Texas Instruments $29.18万0.02%979 979— $29.18万 新建仓
EMR Emerson Electric Co $29.06万0.02%2,030 00.0% — 不变
BSV Vanguard Short-Term Bond ETF $28.37万0.02%3,641 00.0% — 不变
XLK SPDR Technology Select ETF $27.89万0.02%1,464 00.0% — 重新持有
MS Morgan Stanley $27.51万0.02%1,316 00.0% — 不变
LIN Linde PLC $27.40万0.02%528 00.0% — 不变
SCHX Schwab US Large Cap ETF $27.18万0.02%9,234 00.0% — 不变
EME Emcor Group Inc $26.97万0.02%325 00.0% — 不变
HON Honeywell Intl Inc Com $26.69万0.02%1,192 -1,194-50.0% -$26.73万 减仓
CAT Caterpillar $26.62万0.02%250 250— $26.62万 新建仓
APH Amphenol Corp CL A $26.38万0.02%1,496 00.0% — 重新持有
HONA Honeywell Aerospace Inc Com $26.35万0.02%1,192 1,192— $26.35万 新建仓
SPYV SPDR Portfolio S&P 500 Value ETF $25.98万0.02%4,273 00.0% — 不变
HIG Hartford Financial $25.75万0.02%1,943 -408-17.4% -$5.41万 减仓
PFE Pfizer $25.72万0.02%10,681 -2,000-15.8% -$4.82万 减仓
WCN Waste Connections $25.45万0.02%1,527 00.0% — 不变
MRVL Marvell Tech Group LTD $25.32万0.02%850 850— $25.32万 新建仓
D Dominion Energy Inc $24.82万0.02%3,635 00.0% — 不变
LHX L3harris $23.57万0.01%811 00.0% — 不变
SPGI S&P Global Inc $23.17万0.01%569 -314-35.6% -$12.79万 减仓
TRV Travelers Companies $22.84万0.01%692 00.0% — 不变
DIA SPDR Dow Jones Industrial Avr ETF $21.94万0.01%420 00.0% — 重新持有
GS Goldman Sachs Group $21.64万0.01%214 -150-41.2% -$15.17万 减仓
IDGT iShares North American Tech ETF $20.99万0.01%1,753 -643-26.8% -$7.70万 重新持有
IVE iShares S&P 500 Value ETF $20.82万0.01%917 917— $20.82万 新建仓
— iShares Ethereum TR (SHS) $20.63万0.01%17,350 00.0% — 不变
ICLN iShares Global Clean Energy ETF $20.49万0.01%10,000 00.0% — 不变
BMY Bristol-Myers Squibb $19.91万0.01%3,455 00.0% — 不变
GLW Corning Inc $17.88万0.01%700 700— $17.88万 新建仓
GLD SPDR Gold Shares ETF $15.55万0.01%422 00.0% — 不变
— Wal-Mart De Mexico $15.06万0.01%51,232 00.0% — 不变
NFLX Netflix Inc $14.37万0.01%2,013 -387-16.1% -$2.76万 减仓
PPLT Abrdn Phys Platinum ETF $14.13万0.01%10,000 10,000— $14.13万 新建仓
DUK Duke Energy Corp $12.70万0.01%1,003 -10-1.0% -$1,266 减仓
FIGS Figs Inc CL A $11.16万0.01%10,913 00.0% — 不变
PTON Peloton Interactive Inc $10.64万0.01%18,000 18,000— $10.64万 新建仓
— Altair Global Credit $5.70万0.00%56,966 -12,067-17.5% -$1.21万 减仓
— BNY Mellon High Yield Strategy Fund $2.42万0.00%10,000 00.0% — 不变
— Bion Enviro Tech $8,9630.00%55,157 00.0% — 不变
UPS United Parcel SRVC Class B $1,9350.00%18 00.0% — 不变
— Sigyn Therapeutics Inc $1,3520.00%53,000 53,000— $1,352 新建仓
ACN Accenture PLC Class A $00.00%0 -131,704-100.0% -$2,611.57万 清仓
ZTS Zoetis Inc Class A $00.00%0 -108,461-100.0% -$1,282.12万 清仓
UPRO ProShares Ultrapro S&P500 ETF $00.00%0 -10,000-100.0% -$96.98万 清仓
ADSK Autodesk Inc $00.00%0 -1,114-100.0% -$26.67万 清仓
FDX Fedex Corp $00.00%0 -625-100.0% -$22.26万 清仓
ABT Abbott Laboratories $00.00%0 -2,076-100.0% -$21.31万 清仓
LMT Lockheed Martin Corp $00.00%0 -336-100.0% -$20.31万 清仓
ITT ITT Inc Com $00.00%0 -1,063-100.0% -$20.25万 清仓
ED Consolidated Edison $00.00%0 -1,779-100.0% -$20.13万 清仓
DHR Danaher Corporation $00.00%0 -1,056-100.0% -$20.02万 清仓