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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $42.03万 | 0.11% | 6,958 | 89 | 1.3% | $5,376 | 加仓 |
| BAC | BANK OF AMER CORP | $42.82万 | 0.11% | 7,515 | 263 | 3.6% | $1.50万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $43.84万 | 0.11% | 3,856 | 98 | 2.6% | $1.11万 | 加仓 |
| TFC | TRUIST FINL CORP | $44.86万 | 0.12% | 9,005 | -3,510 | -28.0% | -$17.49万 | 减仓 |
| NDAQ | NASDAQ INC | $45.09万 | 0.12% | 5,720 | -386 | -6.3% | -$3.04万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $45.14万 | 0.12% | 2,250 | 41 | 1.9% | $8,225 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $45.29万 | 0.12% | 1,339 | 121 | 9.9% | $4.09万 | 加仓 |
| IEUR | ISHARES TR | $45.30万 | 0.12% | 6,027 | 261 | 4.5% | $1.96万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $45.39万 | 0.12% | 1,281 | -4 | -0.3% | -$1,417 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $46.70万 | 0.12% | 14,607 | -629 | -4.1% | -$2.01万 | 减仓 |
| OKE | ONEOK INC NEW | $46.96万 | 0.12% | 5,401 | 5 | 0.1% | $435 | 加仓 |
| IVLU | ISHARES TR | $47.59万 | 0.12% | 11,379 | -3,541 | -23.7% | -$14.81万 | 减仓 |
| ORCL | ORACLE CORP | $47.82万 | 0.12% | 3,263 | -15 | -0.5% | -$2,198 | 减仓 |
| DBEF | DBX ETF TR | $48.41万 | 0.13% | 8,862 | -32 | -0.4% | -$1,748 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $48.69万 | 0.13% | 9,302 | -25,306 | -73.1% | -$132.45万 | 减仓 |
| HYS | PIMCO ETF TR | $48.75万 | 0.13% | 5,213 | -8 | -0.2% | -$748 | 减仓 |
| GE | GE AEROSPACE | $49.15万 | 0.13% | 1,315 | 5 | 0.4% | $1,869 | 加仓 |
| KLAC | KLA CORP | $50.69万 | 0.13% | 1,680 | -30 | -1.8% | -$9,051 | 减仓 |
| ACWI | ISHARES TR | $51.01万 | 0.13% | 3,250 | 414 | 14.6% | $6.50万 | 加仓 |
| IMCB | ISHARES TR | $51.25万 | 0.13% | 5,308 | -278 | -5.0% | -$2.68万 | 减仓 |
| IGF | ISHARES TR | $52.64万 | 0.14% | 7,904 | -449 | -5.4% | -$2.99万 | 减仓 |
| CAT | CATERPILLAR INC | $53.20万 | 0.14% | 500 | 49 | 10.9% | $5.21万 | 加仓 |
| ABBV | ABBVIE INC | $53.32万 | 0.14% | 2,119 | 66 | 3.2% | $1.66万 | 加仓 |
| GLW | CORNING INC | $53.79万 | 0.14% | 2,106 | -17 | -0.8% | -$4,342 | 减仓 |
| SPGI | S&P GLOBAL INC | $55.55万 | 0.14% | 1,364 | -11 | -0.8% | -$4,480 | 减仓 |
| ITA | ISHARES TR | $56.05万 | 0.15% | 2,312 | -2,871 | -55.4% | -$69.60万 | 重新持有 |
| USXF | ISHARES TR | $56.91万 | 0.15% | 8,194 | 789 | 10.7% | $5.48万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $57.08万 | 0.15% | 2,679 | -64 | -2.3% | -$1.36万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $58.28万 | 0.15% | 22,573 | 9,962 | 79.0% | $25.72万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $59.34万 | 0.15% | 8,084 | -1,156 | -12.5% | -$8.49万 | 减仓 |
| IWM | ISHARES TR | $60.17万 | 0.16% | 2,003 | -49 | -2.4% | -$1.47万 | 减仓 |
| WMT | WALMART INC | $60.53万 | 0.16% | 5,344 | 17 | 0.3% | $1,925 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $60.62万 | 0.16% | 3,182 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $62.12万 | 0.16% | 1,973 | 30 | 1.5% | $9,445 | 加仓 |
| UNP | UNION PAC CORP | $63.29万 | 0.17% | 2,327 | 5 | 0.2% | $1,360 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.14万 | 0.17% | 1,343 | 45 | 3.5% | $2.15万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $64.31万 | 0.17% | 5,982 | 756 | 14.5% | $8.13万 | 加仓 |
| IXUS | ISHARES TR | $64.48万 | 0.17% | 6,756 | 240 | 3.7% | $2.29万 | 加仓 |
| PFE | PFIZER INC | $64.79万 | 0.17% | 26,907 | 1,620 | 6.4% | $3.90万 | 加仓 |
| V | VISA INC | $65.36万 | 0.17% | 1,905 | 35 | 1.9% | $1.20万 | 加仓 |
| HD | HOME DEPOT INC | $66.52万 | 0.17% | 1,886 | 32 | 1.7% | $1.13万 | 加仓 |
| ASML | ASML HLDG NV | $66.85万 | 0.17% | 336 | 59 | 21.3% | $11.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $67.81万 | 0.18% | 2,791 | -37 | -1.3% | -$8,989 | 减仓 |
| QCOM | QUALCOMM INC | $67.82万 | 0.18% | 3,670 | 221 | 6.4% | $4.08万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $67.91万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $69.03万 | 0.18% | 4,848 | 793 | 19.6% | $11.29万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $69.13万 | 0.18% | 3,087 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $69.69万 | 0.18% | 18,704 | -822 | -4.2% | -$3.06万 | 减仓 |
| SUSC | ISHARES TR | $70.65万 | 0.18% | 30,515 | -5,353 | -14.9% | -$12.39万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $71.54万 | 0.19% | 2,274 | -18 | -0.8% | -$5,663 | 减仓 |
| IGIB | ISHARES TR | $72.02万 | 0.19% | 13,545 | 479 | 3.7% | $2.55万 | 加仓 |
| NFLX | NETFLIX INC | $72.83万 | 0.19% | 10,200 | -672 | -6.2% | -$4.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $73.02万 | 0.19% | 2,875 | -378 | -11.6% | -$9.60万 | 减仓 |
| IWO | ISHARES TR | $73.49万 | 0.19% | 1,865 | -8 | -0.4% | -$3,152 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $73.90万 | 0.19% | 11,466 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $76.83万 | 0.20% | 799 | -2 | -0.2% | -$1,923 | 减仓 |
| IJH | ISHARES TR | $77.06万 | 0.20% | 9,994 | -882 | -8.1% | -$6.80万 | 减仓 |
| IEF | ISHARES TR | $77.36万 | 0.20% | 8,180 | 8,180 | — | $77.36万 | 新建仓 |
| IJR | ISHARES TR | $78.40万 | 0.20% | 5,286 | -57 | -1.1% | -$8,454 | 减仓 |
| IAU | ISHARES GOLD TR | $79.93万 | 0.21% | 10,585 | 1,799 | 20.5% | $13.58万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $81.51万 | 0.21% | 16,260 | 139 | 0.9% | $6,968 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $83.86万 | 0.22% | 2,815 | -8 | -0.3% | -$2,383 | 减仓 |
| IUSV | ISHARES TR | $84.00万 | 0.22% | 7,626 | 282 | 3.8% | $3.11万 | 加仓 |
| IYW | ISHARES TR | $84.50万 | 0.22% | 3,350 | -174 | -4.9% | -$4.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $84.95万 | 0.22% | 1,654 | 28 | 1.7% | $1.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.39万 | 0.24% | 21,585 | 868 | 4.2% | $3.68万 | 加仓 |
| EAGG | ISHARES TR | $92.07万 | 0.24% | 19,420 | 5,367 | 38.2% | $25.44万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $93.86万 | 0.24% | 9,727 | -128 | -1.3% | -$1.24万 | 减仓 |
| IUSG | ISHARES TR | $94.31万 | 0.25% | 5,014 | 85 | 1.7% | $1.60万 | 加仓 |
| CSCO | CISCO SYS INC | $95.08万 | 0.25% | 8,095 | 8 | 0.1% | $940 | 加仓 |
| — | EXXON MOBIL CORP | $97.19万 | 0.25% | 7,109 | 103 | 1.5% | $1.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.53万 | 0.26% | 1,989 | -23 | -1.1% | -$1.15万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $100.68万 | 0.26% | 12,560 | 1,471 | 13.3% | $11.79万 | 加仓 |
| VGT | VANGUARD WORLD FD | $100.98万 | 0.26% | 8,449 | -455 | -5.1% | -$5.44万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $104.32万 | 0.27% | 1,081 | 129 | 13.6% | $12.45万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $106.82万 | 0.28% | 25,307 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $114.28万 | 0.30% | 3,088 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $122.47万 | 0.32% | 1,061 | 79 | 8.0% | $9.12万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $123.71万 | 0.32% | 14,362 | -128 | -0.9% | -$1.10万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $125.58万 | 0.33% | 27,606 | -5,498 | -16.6% | -$25.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $127.57万 | 0.33% | 3,897 | 57 | 1.5% | $1.87万 | 加仓 |
| PHYL | PGIM ETF TR | $131.19万 | 0.34% | 37,612 | 221 | 0.6% | $7,708 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.74万 | 0.35% | 1,451 | -30 | -2.0% | -$2.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $140.45万 | 0.37% | 6,445 | -10 | -0.2% | -$2,179 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $141.93万 | 0.37% | 28,060 | 1,336 | 5.0% | $6.76万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.03万 | 0.38% | 5,157 | -45 | -0.9% | -$1.27万 | 减仓 |
| EEM | ISHARES TR | $147.42万 | 0.38% | 21,550 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $150.40万 | 0.39% | 11,164 | -122 | -1.1% | -$1.64万 | 减仓 |
| LLY | ELI LILLY & CO | $150.51万 | 0.39% | 1,255 | 5 | 0.4% | $5,997 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $152.93万 | 0.40% | 66,634 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $154.68万 | 0.40% | 17,899 | -2,115 | -10.6% | -$18.28万 | 减仓 |
| AMAT | APPLIED MATLS INC | $155.30万 | 0.41% | 2,148 | 9 | 0.4% | $6,507 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $158.59万 | 0.41% | 2,730 | 242 | 9.7% | $14.06万 | 加仓 |
| ESGU | ISHARES TR | $163.20万 | 0.43% | 9,971 | 842 | 9.2% | $13.78万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $172.00万 | 0.45% | 54,121 | 1,439 | 2.7% | $4.57万 | 加仓 |
| GOOG | ALPHABET INC | $172.04万 | 0.45% | 4,869 | 234 | 5.0% | $8.27万 | 加仓 |
| IEFA | ISHARES TR | $173.19万 | 0.45% | 17,932 | -290 | -1.6% | -$2.80万 | 减仓 |
| TSLA | TESLA INC | $173.47万 | 0.45% | 4,124 | 109 | 2.7% | $4.58万 | 加仓 |
| META | META PLATFORMS INC | $176.48万 | 0.46% | 3,133 | -67 | -2.1% | -$3.77万 | 减仓 |
| EFV | ISHARES TR | $180.46万 | 0.47% | 23,573 | -30,840 | -56.7% | -$236.09万 | 减仓 |