High Net Worth Advisory Group LLC
NAPLES FL · SEC CIK 0001919142
$4.29亿2026Q1 申报市值
244持仓数
33.5%前十大占比 · 第一大 6.5%
12 / 7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
CGBL 加仓+$72.77万
VDE 新建仓+$58.03万
AOK 加仓+$51.66万
AOR 加仓+$51.16万
ITA 新建仓+$50.60万
2026Q1 卖出最多 按季末市值估算
CEG 减仓-$54.03万
VOT 减仓-$43.32万
AMZN 减仓-$41.76万
AAPL 减仓-$41.67万
SPLV 减仓-$36.05万
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 |
|---|---|---|---|---|---|---|---|---|
| DLN | WISDOMTREE TR | $96.83万 | 0.23% | 10,840 | -1,740 | -13.8% | -$15.54万 | 减仓 |
| AOA | ISHARES TR | $95.57万 | 0.22% | 10,800 | 5,600 | 107.7% | $49.55万 | 加仓 |
| GEV | GE VERNOVA INC | $94.77万 | 0.22% | 1,085 | -82 | -7.0% | -$7.16万 | 减仓 |
| IJS | ISHARES TR | $93.58万 | 0.22% | 7,900 | 0 | 0.0% | — | 不变 |
| — | ARCELLX INC | $91.86万 | 0.21% | 8,000 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $90.34万 | 0.21% | 20,000 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $89.93万 | 0.21% | 36,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.23万 | 0.21% | 1,862 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $87.79万 | 0.20% | 3,715 | -8 | -0.2% | -$1,890 | 减仓 |
| GCOW | PACER FDS TR | $83.50万 | 0.19% | 18,058 | 46 | 0.3% | $2,127 | 加仓 |
| AVGO | BROADCOM INC | $82.86万 | 0.19% | 2,677 | -168 | -5.9% | -$5.20万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $81.18万 | 0.19% | 9,605 | 270 | 2.9% | $2.28万 | 加仓 |
| ETN | EATON CORP PLC | $80.08万 | 0.19% | 2,239 | 39 | 1.8% | $1.39万 | 加仓 |
| CSHI | NEOS ETF TRUST | $78.65万 | 0.18% | 15,800 | 3,300 | 26.4% | $16.43万 | 加仓 |
| — | NEOS ETF TRUST | $76.60万 | 0.18% | 16,197 | 398 | 2.5% | $1.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $76.40万 | 0.18% | 5,748 | 1 | 0.0% | $133 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $76.27万 | 0.18% | 12,437 | 32 | 0.3% | $1,962 | 加仓 |
| MCO | MOODYS CORP | $75.91万 | 0.18% | 1,740 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $75.47万 | 0.18% | 5,763 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $74.31万 | 0.17% | 6,400 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $71.21万 | 0.17% | 14,057 | 4,001 | 39.8% | $20.27万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $70.41万 | 0.16% | 34,500 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $68.72万 | 0.16% | 12,926 | 5,450 | 72.9% | $28.98万 | 加仓 |
| NLR | VANECK ETF TRUST | $66.55万 | 0.16% | 4,996 | 380 | 8.2% | $5.06万 | 加仓 |
| V | VISA INC | $66.43万 | 0.15% | 2,198 | -425 | -16.2% | -$12.85万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $65.58万 | 0.15% | 5,003 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $65.43万 | 0.15% | 2,095 | -30 | -1.4% | -$9,369 | 减仓 |
| GWW | WW GRAINGER INC | $63.30万 | 0.15% | 580 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $62.82万 | 0.15% | 4,620 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $59.22万 | 0.14% | 1,026 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $58.03万 | 0.14% | 3,353 | 3,353 | — | $58.03万 | 新建仓 |
| TJX | TJX COS INC NEW | $57.80万 | 0.13% | 3,618 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $57.34万 | 0.13% | 5,402 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $56.79万 | 0.13% | 11,313 | -100 | -0.9% | -$5,020 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $56.75万 | 0.13% | 5,469 | -100 | -1.8% | -$1.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.61万 | 0.13% | 1,450 | 32 | 2.3% | $1.25万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $56.16万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $55.80万 | 0.13% | 3,500 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $52.79万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $52.77万 | 0.12% | 3,786 | -150 | -3.8% | -$2.09万 | 减仓 |
| QCOM | QUALCOMM INC | $51.19万 | 0.12% | 3,974 | 6 | 0.2% | $773 | 加仓 |
| WMB | WILLIAMS COS INC | $50.77万 | 0.12% | 6,976 | -195 | -2.7% | -$1.42万 | 减仓 |
| ITA | ISHARES TR | $50.60万 | 0.12% | 2,313 | 2,313 | — | $50.60万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $49.96万 | 0.12% | 17,397 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.93万 | 0.12% | 8,529 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $49.68万 | 0.12% | 1,598 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $49.63万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $49.21万 | 0.11% | 9,140 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $47.92万 | 0.11% | 4,692 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $47.41万 | 0.11% | 11,700 | 11,700 | — | $47.41万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.24万 | 0.11% | 1,745 | 518 | 42.2% | $14.02万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $45.18万 | 0.11% | 9,926 | 59 | 0.6% | $2,686 | 加仓 |
| DIS | DISNEY WALT CO | $44.20万 | 0.10% | 4,585 | -100 | -2.1% | -$9,640 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.93万 | 0.10% | 4,729 | 2 | 0.0% | $186 | 加仓 |
| IVV | ISHARES TR | $43.57万 | 0.10% | 667 | 200 | 42.8% | $13.06万 | 加仓 |
| CSX | CSX CORP | $43.19万 | 0.10% | 10,522 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $42.45万 | 0.10% | 2,779 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $42.38万 | 0.10% | 848 | 1 | 0.1% | $500 | 加仓 |
| UNP | UNION PAC CORP | $42.28万 | 0.10% | 1,742 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $42.28万 | 0.10% | 3,370 | -400 | -10.6% | -$5.02万 | 减仓 |
| WFC | WELLS FARGO & CO | $41.67万 | 0.10% | 5,234 | 614 | 13.3% | $4.89万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $40.96万 | 0.10% | 2,300 | -100 | -4.2% | -$1.78万 | 减仓 |
| FAST | FASTENAL CO | $40.79万 | 0.10% | 8,792 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $40.15万 | 0.09% | 1,900 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $39.91万 | 0.09% | 2,005 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.80万 | 0.09% | 5,300 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES INC | $39.38万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $39.35万 | 0.09% | 7,951 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $38.93万 | 0.09% | 8,679 | 283 | 3.4% | $1.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $38.92万 | 0.09% | 1,594 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $38.86万 | 0.09% | 4,580 | 1,766 | 62.8% | $14.98万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $38.20万 | 0.09% | 4,740 | 1,858 | 64.5% | $14.97万 | 加仓 |
| ARGX | ARGENX SE | $36.51万 | 0.09% | 500 | -100 | -16.7% | -$7.30万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.26万 | 0.08% | 531 | 1 | 0.2% | $683 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.69万 | 0.08% | 1,715 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $35.66万 | 0.08% | 3,945 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $35.45万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $34.93万 | 0.08% | 578 | 3 | 0.5% | $1,813 | 加仓 |
| IWM | ISHARES TR | $34.79万 | 0.08% | 1,403 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $34.45万 | 0.08% | 2,726 | -292 | -9.7% | -$3.69万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $34.35万 | 0.08% | 557 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $33.43万 | 0.08% | 784 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $33.39万 | 0.08% | 7,654 | -1,293 | -14.5% | -$5.64万 | 减仓 |
| CYTK | CYTOKINETICS INC | $32.95万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.61万 | 0.07% | 2,149 | 135 | 6.7% | $1.99万 | 加仓 |
| UMBF | UMB FINL CORP | $31.61万 | 0.07% | 2,802 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.97万 | 0.07% | 4,832 | 163 | 3.5% | $1.04万 | 加仓 |
| — | HONEYWELL INTL INC | $30.75万 | 0.07% | 1,360 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $30.73万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $30.71万 | 0.07% | 3,361 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $30.51万 | 0.07% | 1,172 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $30.49万 | 0.07% | 5,950 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $30.33万 | 0.07% | 1,086 | -1,935 | -64.1% | -$54.03万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $30.26万 | 0.07% | 6,000 | 6,000 | — | $30.26万 | 新建仓 |
| MO | ALTRIA GROUP INC | $30.02万 | 0.07% | 4,549 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $29.70万 | 0.07% | 6,331 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.66万 | 0.07% | 10,230 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $29.41万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $29.37万 | 0.07% | 1,255 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $29.35万 | 0.07% | 3,329 | 0 | 0.0% | — | 不变 |