Hoxton Planning & Management, LLC
SHEPHERDSTOWN WV · SEC CIK 0001954782
$3.83亿2026Q2 申报市值
227持仓数
39.9%前十大占比 · 第一大 16.5%
23 / 14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
IVV 加仓+$585.18万
AVUV 加仓+$444.69万
IUSB 加仓+$407.28万
IALT 新建仓+$245.54万
CORO 新建仓+$220.89万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$271.70万
EFV 减仓-$236.09万
IAGG 减仓-$187.52万
IEMG 减仓-$180.96万
BINC 减仓-$132.45万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,320.25万 | 16.49% | 84,395 | 7,814 | 10.2% | $585.18万 | 加仓 |
| IUSB | ISHARES TR | $1,933.16万 | 5.04% | 418,886 | 88,252 | 26.7% | $407.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,257.53万 | 3.28% | 62,848 | 78 | 0.1% | $1.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,057.91万 | 2.76% | 14,167 | -593 | -4.0% | -$44.28万 | 减仓 |
| IWR | ISHARES TR | $981.81万 | 2.56% | 88,997 | -2,728 | -3.0% | -$30.10万 | 减仓 |
| AAPL | APPLE INC | $793.00万 | 2.07% | 27,405 | 103 | 0.4% | $2.98万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $744.16万 | 1.94% | 62,540 | -5,938 | -8.7% | -$70.66万 | 减仓 |
| ISTB | ISHARES TR | $732.57万 | 1.91% | 151,828 | -10,100 | -6.2% | -$48.73万 | 减仓 |
| EFG | ISHARES TR | $729.84万 | 1.90% | 58,659 | 2,621 | 4.7% | $32.61万 | 加仓 |
| IVW | ISHARES TR | $725.31万 | 1.89% | 52,739 | 1,764 | 3.5% | $24.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $721.53万 | 1.88% | 10,506 | -278 | -2.6% | -$19.09万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $682.59万 | 1.78% | 100,367 | 3,344 | 3.4% | $22.74万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $658.51万 | 1.72% | 284,701 | -7,125 | -2.4% | -$16.48万 | 减仓 |
| IVE | ISHARES TR | $648.57万 | 1.69% | 28,564 | -3,249 | -10.2% | -$73.77万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $608.19万 | 1.59% | 229,507 | 3,823 | 1.7% | $10.13万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $587.32万 | 1.53% | 26,793 | 3,816 | 16.6% | $83.65万 | 加仓 |
| ITOT | ISHARES TR | $538.00万 | 1.40% | 32,751 | -1,120 | -3.3% | -$18.40万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $532.48万 | 1.39% | 62,286 | 1,702 | 2.8% | $14.55万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $482.38万 | 1.26% | 62,892 | -213 | -0.3% | -$1.63万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $477.48万 | 1.25% | 38,272 | 35,644 | 1,356.3% | $444.69万 | 加仓 |
| IEMG | ISHARES INC | $458.14万 | 1.20% | 55,304 | -21,845 | -28.3% | -$180.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $415.04万 | 1.08% | 11,127 | -157 | -1.4% | -$5.86万 | 减仓 |
| GOVT | ISHARES TR | $395.46万 | 1.03% | 173,599 | -3,216 | -1.8% | -$7.33万 | 减仓 |
| MBB | ISHARES TR | $373.33万 | 0.97% | 39,498 | 5,105 | 14.8% | $48.25万 | 加仓 |
| GOOGL | ALPHABET INC | $337.57万 | 0.88% | 9,446 | 193 | 2.1% | $6.90万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $319.42万 | 0.83% | 60,588 | -12,525 | -17.1% | -$66.03万 | 减仓 |
| DGRW | WISDOMTREE TR | $298.91万 | 0.78% | 31,261 | -8,112 | -20.6% | -$77.57万 | 减仓 |
| AGG | ISHARES TR | $286.99万 | 0.75% | 28,995 | 265 | 0.9% | $2.62万 | 加仓 |
| OEF | ISHARES TR | $285.85万 | 0.75% | 7,813 | 2,935 | 60.2% | $107.38万 | 加仓 |
| AVGO | BROADCOM INC | $285.20万 | 0.74% | 7,550 | 134 | 1.8% | $5.06万 | 加仓 |
| MTUM | ISHARES TR | $281.87万 | 0.74% | 8,222 | -1,281 | -13.5% | -$43.92万 | 减仓 |
| AMZN | AMAZON COM INC | $278.88万 | 0.73% | 11,701 | 173 | 1.5% | $4.12万 | 加仓 |
| TLH | ISHARES TR | $269.27万 | 0.70% | 26,833 | -4,472 | -14.3% | -$44.88万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $262.22万 | 0.68% | 52,058 | 7,282 | 16.3% | $36.68万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $245.54万 | 0.64% | 87,538 | 87,538 | — | $245.54万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $220.89万 | 0.58% | 60,353 | 60,353 | — | $220.89万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $215.97万 | 0.56% | 42,945 | 42,945 | — | $215.97万 | 新建仓 |
| — | INVESCO QQQ TR | $192.23万 | 0.50% | 2,610 | -1,317 | -33.5% | -$97.00万 | 减仓 |
| IWB | ISHARES TR | $190.13万 | 0.50% | 4,643 | -140 | -2.9% | -$5.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $188.54万 | 0.49% | 4,351 | 30 | 0.7% | $1.30万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $183.25万 | 0.48% | 42,508 | -21,964 | -34.1% | -$94.69万 | 减仓 |
| EFV | ISHARES TR | $180.46万 | 0.47% | 23,573 | -30,840 | -56.7% | -$236.09万 | 减仓 |
| META | META PLATFORMS INC | $176.48万 | 0.46% | 3,133 | -67 | -2.1% | -$3.77万 | 减仓 |
| TSLA | TESLA INC | $173.47万 | 0.45% | 4,124 | 109 | 2.7% | $4.58万 | 加仓 |
| IEFA | ISHARES TR | $173.19万 | 0.45% | 17,932 | -290 | -1.6% | -$2.80万 | 减仓 |
| GOOG | ALPHABET INC | $172.04万 | 0.45% | 4,869 | 234 | 5.0% | $8.27万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $172.00万 | 0.45% | 54,121 | 1,439 | 2.7% | $4.57万 | 加仓 |
| ESGU | ISHARES TR | $163.20万 | 0.43% | 9,971 | 842 | 9.2% | $13.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $158.59万 | 0.41% | 2,730 | 242 | 9.7% | $14.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $155.30万 | 0.41% | 2,148 | 9 | 0.4% | $6,507 | 加仓 |
| TLT | ISHARES TR | $154.68万 | 0.40% | 17,899 | -2,115 | -10.6% | -$18.28万 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $152.93万 | 0.40% | 66,634 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $150.51万 | 0.39% | 1,255 | 5 | 0.4% | $5,997 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $150.40万 | 0.39% | 11,164 | -122 | -1.1% | -$1.64万 | 减仓 |
| EEM | ISHARES TR | $147.42万 | 0.38% | 21,550 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.03万 | 0.38% | 5,157 | -45 | -0.9% | -$1.27万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $141.93万 | 0.37% | 28,060 | 1,336 | 5.0% | $6.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $140.45万 | 0.37% | 6,445 | -10 | -0.2% | -$2,179 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.74万 | 0.35% | 1,451 | -30 | -2.0% | -$2.81万 | 减仓 |
| PHYL | PGIM ETF TR | $131.19万 | 0.34% | 37,612 | 221 | 0.6% | $7,708 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $127.57万 | 0.33% | 3,897 | 57 | 1.5% | $1.87万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $125.58万 | 0.33% | 27,606 | -5,498 | -16.6% | -$25.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $123.71万 | 0.32% | 14,362 | -128 | -0.9% | -$1.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $122.47万 | 0.32% | 1,061 | 79 | 8.0% | $9.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $114.28万 | 0.30% | 3,088 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $106.82万 | 0.28% | 25,307 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $104.32万 | 0.27% | 1,081 | 129 | 13.6% | $12.45万 | 加仓 |
| VGT | VANGUARD WORLD FD | $100.98万 | 0.26% | 8,449 | -455 | -5.1% | -$5.44万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $100.68万 | 0.26% | 12,560 | 1,471 | 13.3% | $11.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.53万 | 0.26% | 1,989 | -23 | -1.1% | -$1.15万 | 减仓 |
| — | EXXON MOBIL CORP | $97.19万 | 0.25% | 7,109 | 103 | 1.5% | $1.41万 | 加仓 |
| CSCO | CISCO SYS INC | $95.08万 | 0.25% | 8,095 | 8 | 0.1% | $940 | 加仓 |
| IUSG | ISHARES TR | $94.31万 | 0.25% | 5,014 | 85 | 1.7% | $1.60万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $93.86万 | 0.24% | 9,727 | -128 | -1.3% | -$1.24万 | 减仓 |
| EAGG | ISHARES TR | $92.07万 | 0.24% | 19,420 | 5,367 | 38.2% | $25.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.39万 | 0.24% | 21,585 | 868 | 4.2% | $3.68万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $84.95万 | 0.22% | 1,654 | 28 | 1.7% | $1.44万 | 加仓 |
| IYW | ISHARES TR | $84.50万 | 0.22% | 3,350 | -174 | -4.9% | -$4.39万 | 减仓 |
| IUSV | ISHARES TR | $84.00万 | 0.22% | 7,626 | 282 | 3.8% | $3.11万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $83.86万 | 0.22% | 2,815 | -8 | -0.3% | -$2,383 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $81.51万 | 0.21% | 16,260 | 139 | 0.9% | $6,968 | 加仓 |
| IAU | ISHARES GOLD TR | $79.93万 | 0.21% | 10,585 | 1,799 | 20.5% | $13.58万 | 加仓 |
| IJR | ISHARES TR | $78.40万 | 0.20% | 5,286 | -57 | -1.1% | -$8,454 | 减仓 |
| IEF | ISHARES TR | $77.36万 | 0.20% | 8,180 | 8,180 | — | $77.36万 | 新建仓 |
| IJH | ISHARES TR | $77.06万 | 0.20% | 9,994 | -882 | -8.1% | -$6.80万 | 减仓 |
| BLK | BLACKROCK INC | $76.83万 | 0.20% | 799 | -2 | -0.2% | -$1,923 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $73.90万 | 0.19% | 11,466 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $73.49万 | 0.19% | 1,865 | -8 | -0.4% | -$3,152 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $73.02万 | 0.19% | 2,875 | -378 | -11.6% | -$9.60万 | 减仓 |
| NFLX | NETFLIX INC | $72.83万 | 0.19% | 10,200 | -672 | -6.2% | -$4.80万 | 减仓 |
| IGIB | ISHARES TR | $72.02万 | 0.19% | 13,545 | 479 | 3.7% | $2.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $71.54万 | 0.19% | 2,274 | -18 | -0.8% | -$5,663 | 减仓 |
| SUSC | ISHARES TR | $70.65万 | 0.18% | 30,515 | -5,353 | -14.9% | -$12.39万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $69.69万 | 0.18% | 18,704 | -822 | -4.2% | -$3.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $69.13万 | 0.18% | 3,087 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $69.03万 | 0.18% | 4,848 | 793 | 19.6% | $11.29万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $67.91万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $67.82万 | 0.18% | 3,670 | 221 | 6.4% | $4.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $67.81万 | 0.18% | 2,791 | -37 | -1.3% | -$8,989 | 减仓 |
| ASML | ASML HLDG NV | $66.85万 | 0.17% | 336 | 59 | 21.3% | $11.74万 | 加仓 |