Hoxton Planning & Management, LLC
SHEPHERDSTOWN WV · SEC CIK 0001954782
$3.33亿2026Q1 申报市值
216持仓数
38.9%前十大占比 · 第一大 15.0%
14 / 16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
GOVT 加仓+$288.73万
EFG 加仓+$264.46万
INVESCO QQQ TR 新建仓+$226.63万
IVV 加仓+$187.47万
BLCR 新建仓+$183.85万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$322.24万
QQQ 清仓-$233.56万
IAU 减仓-$116.97万
EMB 清仓-$89.53万
ESGU 减仓-$86.31万
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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $37.17万 | 0.11% | 1,365 | -301 | -18.1% | -$8.20万 | 减仓 |
| GE | GE AEROSPACE | $37.17万 | 0.11% | 1,310 | 25 | 1.9% | $7,094 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.30万 | 0.11% | 952 | -24 | -2.5% | -$9,402 | 减仓 |
| KO | COCA COLA CO | $37.42万 | 0.11% | 4,920 | -26 | -0.5% | -$1,977 | 减仓 |
| ACWI | ISHARES TR | $39.24万 | 0.12% | 2,836 | -1 | -0.0% | -$138 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $40.30万 | 0.12% | 2,209 | -26 | -1.2% | -$4,743 | 减仓 |
| IEUR | ISHARES TR | $40.52万 | 0.12% | 5,766 | 125 | 2.2% | $8,784 | 加仓 |
| USXF | ISHARES TR | $40.88万 | 0.12% | 7,405 | 1,205 | 19.4% | $6.65万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $41.81万 | 0.13% | 8,701 | -2,302 | -20.9% | -$11.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $42.29万 | 0.13% | 3,182 | -306 | -8.8% | -$4.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $42.56万 | 0.13% | 3,054 | 15 | 0.5% | $2,091 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.93万 | 0.13% | 4,622 | 10 | 0.2% | $929 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.87万 | 0.13% | 1,298 | 13 | 1.0% | $4,393 | 加仓 |
| DBEF | DBX ETF TR | $43.94万 | 0.13% | 8,894 | 88 | 1.0% | $4,347 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $44.11万 | 0.13% | 1,285 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $44.42万 | 0.13% | 3,449 | -124 | -3.5% | -$1.60万 | 减仓 |
| ABBV | ABBVIE INC | $44.65万 | 0.13% | 2,053 | -62 | -2.9% | -$1.35万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $45.45万 | 0.14% | 10,032 | -26 | -0.3% | -$1,178 | 减仓 |
| IMCB | ISHARES TR | $46.60万 | 0.14% | 5,586 | 389 | 7.5% | $3.25万 | 加仓 |
| ORCL | ORACLE CORP | $48.22万 | 0.14% | 3,278 | 54 | 1.7% | $7,944 | 加仓 |
| HYS | PIMCO ETF TR | $48.70万 | 0.15% | 5,221 | -12 | -0.2% | -$1,119 | 减仓 |
| OKE | ONEOK INC NEW | $48.77万 | 0.15% | 5,396 | 24 | 0.4% | $2,169 | 加仓 |
| DSI | ISHARES TR | $49.14万 | 0.15% | 4,055 | -4 | -0.1% | -$485 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.61万 | 0.15% | 2,488 | 61 | 2.5% | $1.24万 | 加仓 |
| IWM | ISHARES TR | $50.88万 | 0.15% | 2,052 | -108 | -5.0% | -$2.68万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $51.09万 | 0.15% | 15,236 | -112 | -0.7% | -$3,755 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $51.41万 | 0.15% | 5,226 | 645 | 14.1% | $6.35万 | 加仓 |
| NDAQ | NASDAQ INC | $51.83万 | 0.16% | 6,106 | -20 | -0.3% | -$1,698 | 减仓 |
| INTU | INTUIT | $52.11万 | 0.16% | 1,205 | -59 | -4.7% | -$2.55万 | 减仓 |
| IGF | ISHARES TR | $55.97万 | 0.17% | 8,353 | -240 | -2.8% | -$1.61万 | 减仓 |
| UNP | UNION PAC CORP | $56.34万 | 0.17% | 2,322 | 3 | 0.1% | $728 | 加仓 |
| IXUS | ISHARES TR | $56.45万 | 0.17% | 6,516 | 141 | 2.2% | $1.22万 | 加仓 |
| V | VISA INC | $56.52万 | 0.17% | 1,870 | 51 | 2.8% | $1.54万 | 加仓 |
| TFC | TRUIST FINL CORP | $57.53万 | 0.17% | 12,515 | -380 | -2.9% | -$1.75万 | 减仓 |
| SPGI | S&P GLOBAL INC | $58.48万 | 0.18% | 1,375 | -133 | -8.8% | -$5.66万 | 减仓 |
| IWO | ISHARES TR | $58.79万 | 0.18% | 1,873 | -14 | -0.7% | -$4,394 | 减仓 |
| IVLU | ISHARES TR | $59.20万 | 0.18% | 14,920 | -1,469 | -9.0% | -$5.83万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $60.08万 | 0.18% | 2,743 | 4 | 0.1% | $876 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.21万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $60.98万 | 0.18% | 1,854 | -5 | -0.3% | -$1,644 | 减仓 |
| VBR | VANGUARD INDEX FDS | $61.43万 | 0.18% | 2,828 | -141 | -4.7% | -$3.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $62.73万 | 0.19% | 3,087 | 30 | 1.0% | $6,096 | 加仓 |
| CSCO | CISCO SYS INC | $62.75万 | 0.19% | 8,087 | -64 | -0.8% | -$4,966 | 减仓 |
| SYK | STRYKER CORPORATION | $63.84万 | 0.19% | 1,943 | -11 | -0.6% | -$3,614 | 减仓 |
| IYW | ISHARES TR | $63.93万 | 0.19% | 3,524 | -337 | -8.7% | -$6.11万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $65.78万 | 0.20% | 2,292 | -4 | -0.2% | -$1,148 | 减仓 |
| WMT | WALMART INC | $66.20万 | 0.20% | 5,327 | -6 | -0.1% | -$746 | 减仓 |
| IJR | ISHARES TR | $66.42万 | 0.20% | 5,343 | -3 | -0.1% | -$373 | 减仓 |
| EAGG | ISHARES TR | $66.82万 | 0.20% | 14,053 | 2,533 | 22.0% | $12.04万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $67.15万 | 0.20% | 8,335 | 833 | 11.1% | $6.71万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $68.04万 | 0.20% | 9,240 | 3,858 | 71.7% | $28.41万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $69.38万 | 0.21% | 19,526 | -4,244 | -17.9% | -$15.08万 | 减仓 |
| IGIB | ISHARES TR | $69.53万 | 0.21% | 13,066 | 834 | 6.8% | $4.44万 | 加仓 |
| PFE | PFIZER INC | $71.01万 | 0.21% | 25,287 | 974 | 4.0% | $2.73万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $71.57万 | 0.21% | 11,466 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $73.11万 | 0.22% | 2,139 | -69 | -3.1% | -$2.36万 | 减仓 |
| IJH | ISHARES TR | $73.45万 | 0.22% | 10,876 | -717 | -6.2% | -$4.84万 | 减仓 |
| IUSV | ISHARES TR | $75.09万 | 0.23% | 7,344 | 170 | 2.4% | $1.74万 | 加仓 |
| IUSG | ISHARES TR | $76.45万 | 0.23% | 4,929 | 136 | 2.8% | $2.11万 | 加仓 |
| BLK | BLACKROCK INC | $77.03万 | 0.23% | 801 | -36 | -4.3% | -$3.46万 | 减仓 |
| IAU | ISHARES GOLD TR | $77.46万 | 0.23% | 8,786 | -13,268 | -60.2% | -$116.97万 | 减仓 |
| VGT | VANGUARD WORLD FD | $77.66万 | 0.23% | 1,113 | -319 | -22.3% | -$22.26万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $77.78万 | 0.23% | 11,089 | 1,038 | 10.3% | $7.28万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $79.41万 | 0.24% | 9,855 | 325 | 3.4% | $2.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $79.52万 | 0.24% | 3,253 | 356 | 12.3% | $8.70万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $81.04万 | 0.24% | 16,121 | 16,121 | — | $81.04万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $81.24万 | 0.24% | 1,626 | -41 | -2.5% | -$2.05万 | 减仓 |
| SUSC | ISHARES TR | $82.99万 | 0.25% | 35,868 | 5,947 | 19.9% | $13.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $92.32万 | 0.28% | 4,321 | -131 | -2.9% | -$2.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $96.42万 | 0.29% | 2,012 | -31 | -1.5% | -$1.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $99.08万 | 0.30% | 3,088 | 25 | 0.8% | $8,021 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $104.00万 | 0.31% | 20,717 | -411 | -1.9% | -$2.06万 | 减仓 |
| NFLX | NETFLIX INC. | $104.53万 | 0.31% | 10,872 | -49 | -0.4% | -$4,711 | 减仓 |
| VUG | VANGUARD INDEX FDS | $105.47万 | 0.32% | 2,415 | -298 | -11.0% | -$13.01万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $106.85万 | 0.32% | 25,307 | -5,805 | -18.7% | -$24.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $112.95万 | 0.34% | 3,840 | -99 | -2.5% | -$2.91万 | 减仓 |
| LLY | ELI LILLY & CO | $114.96万 | 0.35% | 1,250 | -31 | -2.4% | -$2.85万 | 减仓 |
| — | EXXON MOBIL CORP | $118.86万 | 0.36% | 7,006 | -67 | -0.9% | -$1.14万 | 减仓 |
| EEM | ISHARES TR | $122.38万 | 0.37% | 21,550 | -12 | -0.1% | -$681 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $124.47万 | 0.37% | 66,634 | -1,802 | -2.6% | -$3.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.10万 | 0.38% | 5,202 | 5 | 0.1% | $1,212 | 加仓 |
| VTV | VANGUARD INDEX FDS | $126.64万 | 0.38% | 6,455 | -687 | -9.6% | -$13.48万 | 减仓 |
| ESGU | ISHARES TR | $129.10万 | 0.39% | 9,129 | -6,103 | -40.1% | -$86.31万 | 减仓 |
| PHYL | PGIM ETF TR | $129.49万 | 0.39% | 37,391 | 15,307 | 69.3% | $53.01万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $132.25万 | 0.40% | 11,286 | 3,354 | 42.3% | $39.30万 | 加仓 |
| GOOG | ALPHABET INC | $132.96万 | 0.40% | 4,635 | 183 | 4.1% | $5.25万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $133.32万 | 0.40% | 26,724 | 2,215 | 9.0% | $11.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.57万 | 0.44% | 1,481 | 19 | 1.3% | $1.89万 | 加仓 |
| TSLA | TESLA INC | $149.27万 | 0.45% | 4,015 | -188 | -4.5% | -$6.99万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $151.02万 | 0.45% | 33,104 | 14,201 | 75.1% | $64.78万 | 加仓 |
| OEF | ISHARES TR | $155.15万 | 0.47% | 4,878 | -10,131 | -67.5% | -$322.24万 | 减仓 |
| IEFA | ISHARES TR | $164.96万 | 0.50% | 18,222 | -248 | -1.3% | -$2.25万 | 减仓 |
| IWB | ISHARES TR | $170.54万 | 0.51% | 4,783 | -551 | -10.3% | -$19.65万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $172.38万 | 0.52% | 52,682 | 52,682 | — | $172.38万 | 新建仓 |
| TLT | ISHARES TR | $173.50万 | 0.52% | 20,014 | -496 | -2.4% | -$4.30万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $179.72万 | 0.54% | 34,608 | -8,184 | -19.1% | -$42.50万 | 减仓 |
| META | META PLATFORMS INC | $183.08万 | 0.55% | 3,200 | -28 | -0.9% | -$1.60万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $183.85万 | 0.55% | 44,776 | 44,776 | — | $183.85万 | 新建仓 |
| IAGG | ISHARES TR | $220.45万 | 0.66% | 44,054 | 6,981 | 18.8% | $34.93万 | 加仓 |
| — | INVESCO QQQ TR | $226.63万 | 0.68% | 3,927 | 3,927 | — | $226.63万 | 新建仓 |