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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $228.06万 | 0.68% | 9,503 | 480 | 5.3% | $11.52万 | 加仓 |
| AVGO | BROADCOM INC | $229.53万 | 0.69% | 7,416 | -95 | -1.3% | -$2.94万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $233.52万 | 0.70% | 64,472 | 5,360 | 9.1% | $19.41万 | 加仓 |
| AMZN | AMAZON COM INC | $240.09万 | 0.72% | 11,528 | -128 | -1.1% | -$2.67万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $240.91万 | 0.72% | 73,113 | 8,086 | 12.4% | $26.64万 | 加仓 |
| GOOGL | ALPHABET INC | $266.08万 | 0.80% | 9,253 | -132 | -1.4% | -$3.80万 | 减仓 |
| QUAL | ISHARES TR | $271.70万 | 0.82% | 14,165 | 476 | 3.5% | $9.13万 | 加仓 |
| AGG | ISHARES TR | $285.20万 | 0.86% | 28,730 | 1,225 | 4.5% | $12.16万 | 加仓 |
| TLH | ISHARES TR | $315.30万 | 0.95% | 31,305 | 3,777 | 13.7% | $38.04万 | 加仓 |
| MBB | ISHARES TR | $326.56万 | 0.98% | 34,393 | 3,891 | 12.8% | $36.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $345.85万 | 1.04% | 39,373 | 2,153 | 5.8% | $18.91万 | 加仓 |
| EFV | ISHARES TR | $404.56万 | 1.21% | 54,413 | 1,907 | 3.6% | $14.18万 | 加仓 |
| GOVT | ISHARES TR | $405.08万 | 1.22% | 176,815 | 126,029 | 248.2% | $288.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $417.71万 | 1.25% | 11,284 | -176 | -1.5% | -$6.52万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $467.16万 | 1.40% | 60,584 | 1,295 | 2.2% | $9.99万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $468.25万 | 1.41% | 22,977 | 760 | 3.4% | $15.49万 | 加仓 |
| ITOT | ISHARES TR | $482.42万 | 1.45% | 33,871 | 292 | 0.9% | $4.16万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $487.04万 | 1.46% | 63,105 | 6,071 | 10.6% | $46.86万 | 加仓 |
| IEMG | ISHARES INC | $538.12万 | 1.61% | 77,149 | -5,187 | -6.3% | -$36.18万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $564.48万 | 1.69% | 97,023 | -9,682 | -9.1% | -$56.33万 | 减仓 |
| IVW | ISHARES TR | $576.58万 | 1.73% | 50,975 | 3,967 | 8.4% | $44.87万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $600.54万 | 1.80% | 225,684 | 11,944 | 5.6% | $31.78万 | 加仓 |
| EFG | ISHARES TR | $624.10万 | 1.87% | 56,038 | 23,746 | 73.5% | $264.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $644.38万 | 1.93% | 10,784 | 46 | 0.4% | $2.75万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $670.47万 | 2.01% | 68,478 | 2,071 | 3.1% | $20.28万 | 加仓 |
| IVE | ISHARES TR | $671.74万 | 2.02% | 31,813 | -1,506 | -4.5% | -$31.80万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $677.62万 | 2.03% | 291,826 | 4,608 | 1.6% | $10.70万 | 加仓 |
| AAPL | APPLE INC | $692.90万 | 2.08% | 27,302 | -246 | -0.9% | -$6.24万 | 减仓 |
| ISTB | ISHARES TR | $784.70万 | 2.35% | 161,928 | -16,415 | -9.2% | -$79.55万 | 减仓 |
| IWR | ISHARES TR | $891.84万 | 2.68% | 91,725 | 580 | 0.6% | $5.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $959.91万 | 2.88% | 14,760 | 667 | 4.7% | $43.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,094.71万 | 3.29% | 62,770 | -239 | -0.4% | -$4.17万 | 减仓 |
| IUSB | ISHARES TR | $1,527.20万 | 4.58% | 330,634 | 20,565 | 6.6% | $94.99万 | 加仓 |
| IVV | ISHARES TR | $5,002.37万 | 15.01% | 76,581 | 2,870 | 3.9% | $187.47万 | 加仓 |