HFR Wealth Management, LLC
NISKAYUNA NY · SEC CIK 0001877822
$4.07亿2026Q1 申报市值
49持仓数
42.1%前十大占比 · 第一大 5.3%
1 / 0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
DUK 新建仓+$1,279.56万
INTU 加仓+$341.07万
IJH 加仓+$1.51万
2026Q1 卖出最多 按季末市值估算
APH 减仓-$1,049.98万
TJX 减仓-$58.72万
AMZN 减仓-$40.78万
COST 减仓-$40.06万
SCHW 减仓-$36.10万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $21.00万 | 0.05% | 679 | -99 | -12.7% | -$3.06万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.44万 | 0.06% | 1,478 | -5 | -0.3% | -$827 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.06万 | 0.06% | 4,993 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $27.51万 | 0.07% | 3,038 | -8 | -0.3% | -$724 | 减仓 |
| MKC | MCCORMICK & CO INC | $28.83万 | 0.07% | 5,715 | -3,200 | -35.9% | -$16.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.49万 | 0.07% | 1,090 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.82万 | 0.07% | 529 | -30 | -5.4% | -$1.69万 | 减仓 |
| ABBV | ABBVIE INC | $31.16万 | 0.08% | 1,433 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $34.85万 | 0.09% | 5,160 | 224 | 4.5% | $1.51万 | 加仓 |
| HD | HOME DEPOT INC | $44.01万 | 0.11% | 1,338 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $45.89万 | 0.11% | 1,283 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $51.77万 | 0.13% | 2,502 | -102 | -3.9% | -$2.11万 | 减仓 |
| — | EXXON MOBIL CORP | $55.16万 | 0.14% | 3,251 | -42 | -1.3% | -$7,126 | 减仓 |
| SXI | STANDEX INTL CORP | $55.33万 | 0.14% | 2,171 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $55.48万 | 0.14% | 1,886 | -4 | -0.2% | -$1,177 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $70.45万 | 0.17% | 2,882 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $78.44万 | 0.19% | 19,229 | -1,200 | -5.9% | -$4.89万 | 减仓 |
| RTX | RTX CORPORATION | $89.52万 | 0.22% | 4,641 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.53% | 3 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $799.15万 | 1.96% | 42,149 | -547 | -1.3% | -$10.37万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $848.49万 | 2.08% | 115,128 | -1,835 | -1.6% | -$13.52万 | 减仓 |
| STE | STERIS PLC | $893.72万 | 2.19% | 40,416 | -874 | -2.1% | -$19.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $969.60万 | 2.38% | 47,721 | -591 | -1.2% | -$12.01万 | 减仓 |
| VLTO | VERALTO CORP | $975.72万 | 2.40% | 110,351 | -2,640 | -2.3% | -$23.34万 | 减仓 |
| RPM | RPM INTL INC | $978.47万 | 2.40% | 98,438 | -1,457 | -1.5% | -$14.48万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,059.99万 | 2.60% | 36,490 | -510 | -1.4% | -$14.81万 | 减仓 |
| UNP | UNION PAC CORP | $1,135.57万 | 2.79% | 46,804 | -617 | -1.3% | -$14.97万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,144.74万 | 2.81% | 53,941 | -957 | -1.7% | -$20.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,173.95万 | 2.88% | 24,498 | -545 | -2.2% | -$26.12万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,175.60万 | 2.89% | 259,514 | -3,068 | -1.2% | -$13.90万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,176.17万 | 2.89% | 101,596 | -1,792 | -1.7% | -$20.75万 | 减仓 |
| LII | LENNOX INTL INC | $1,208.61万 | 2.97% | 26,040 | -511 | -1.9% | -$23.72万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,222.11万 | 3.00% | 131,580 | -2,190 | -1.6% | -$20.34万 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $1,237.64万 | 3.04% | 289,709 | -4,020 | -1.4% | -$17.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,279.56万 | 3.14% | 97,721 | 97,721 | — | $1,279.56万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $1,308.54万 | 3.21% | 56,945 | -956 | -1.7% | -$21.97万 | 减仓 |
| DOV | DOVER CORP | $1,311.59万 | 3.22% | 62,921 | -1,182 | -1.8% | -$24.64万 | 减仓 |
| AMGN | AMGEN INC | $1,337.75万 | 3.28% | 38,020 | -644 | -1.7% | -$22.66万 | 减仓 |
| INTU | INTUIT | $1,352.37万 | 3.32% | 31,277 | 7,888 | 33.7% | $341.07万 | 加仓 |
| V | VISA INC | $1,368.74万 | 3.36% | 45,287 | -754 | -1.6% | -$22.79万 | 减仓 |
| ROL | ROLLINS INC | $1,434.63万 | 3.52% | 268,608 | -5,274 | -1.9% | -$28.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,446.96万 | 3.55% | 100,177 | -2,157 | -2.1% | -$31.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,600.16万 | 3.93% | 170,266 | -3,841 | -2.2% | -$36.10万 | 减仓 |
| CTAS | CINTAS CORP | $1,647.59万 | 4.04% | 97,410 | -1,466 | -1.5% | -$24.80万 | 减仓 |
| APH | AMPHENOL CORP | $1,663.93万 | 4.08% | 131,692 | -83,101 | -38.7% | -$1,049.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,824.15万 | 4.48% | 18,307 | -402 | -2.1% | -$40.06万 | 减仓 |
| AMZN | AMAZON COM INC | $1,958.20万 | 4.81% | 94,022 | -1,958 | -2.0% | -$40.78万 | 减仓 |
| AAPL | APPLE INC | $2,028.02万 | 4.98% | 79,909 | -1,324 | -1.6% | -$33.60万 | 减仓 |
| TJX | TJX COS INC NEW | $2,159.66万 | 5.30% | 135,232 | -3,677 | -2.6% | -$58.72万 | 减仓 |