Howard Capital Management Group, LLC
Los Angeles CA · SEC CIK 0001860501
$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
26Q126Q2
前十大持仓 占组合比例
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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp Com | $35.69万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $33.59万 | 0.02% | 3,827 | 0 | 0.0% | — | 不变 |
| SPG | Simon Property Group | $33.32万 | 0.02% | 1,490 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $32.50万 | 0.02% | 918 | 0 | 0.0% | — | 不变 |
| LITE | Lumentum Holdings Inc | $30.03万 | 0.02% | 350 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short-Term Bond ETF | $28.37万 | 0.02% | 3,641 | 0 | 0.0% | — | 不变 |
| XLK | SPDR Technology Select ETF | $27.89万 | 0.02% | 1,464 | 0 | 0.0% | — | 重新持有 |
| MS | Morgan Stanley | $27.51万 | 0.02% | 1,316 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC | $27.40万 | 0.02% | 528 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab US Large Cap ETF | $27.18万 | 0.02% | 9,234 | 0 | 0.0% | — | 不变 |
| EME | Emcor Group Inc | $26.97万 | 0.02% | 325 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LHX | L3harris | $23.57万 | 0.01% | 811 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DIA | SPDR Dow Jones Industrial Avr ETF | $21.94万 | 0.01% | 420 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ICLN | iShares Global Clean Energy ETF | $20.49万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb | $19.91万 | 0.01% | 3,455 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | Wal-Mart De Mexico | $15.06万 | 0.01% | 51,232 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | Bion Enviro Tech | $8,963 | 0.00% | 55,157 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel SRVC Class B | $1,935 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | Sigyn Therapeutics Inc | $1,352 | 0.00% | 53,000 | 53,000 | — | $1,352 | 新建仓 |
| ACN | Accenture PLC Class A | $0 | 0.00% | 0 | -131,704 | -100.0% | -$2,611.57万 | 清仓 |
| ZTS | Zoetis Inc Class A | $0 | 0.00% | 0 | -108,461 | -100.0% | -$1,282.12万 | 清仓 |
| UPRO | ProShares Ultrapro S&P500 ETF | $0 | 0.00% | 0 | -10,000 | -100.0% | -$96.98万 | 清仓 |
| ADSK | Autodesk Inc | $0 | 0.00% | 0 | -1,114 | -100.0% | -$26.67万 | 清仓 |
| FDX | Fedex Corp | $0 | 0.00% | 0 | -625 | -100.0% | -$22.26万 | 清仓 |
| ABT | Abbott Laboratories | $0 | 0.00% | 0 | -2,076 | -100.0% | -$21.31万 | 清仓 |
| LMT | Lockheed Martin Corp | $0 | 0.00% | 0 | -336 | -100.0% | -$20.31万 | 清仓 |
| ITT | ITT Inc Com | $0 | 0.00% | 0 | -1,063 | -100.0% | -$20.25万 | 清仓 |
| ED | Consolidated Edison | $0 | 0.00% | 0 | -1,779 | -100.0% | -$20.13万 | 清仓 |
| DHR | Danaher Corporation | $0 | 0.00% | 0 | -1,056 | -100.0% | -$20.02万 | 清仓 |