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 |
|---|---|---|---|---|---|---|---|---|
| THRO | BLACKROCK ETF TRUST | $183.25万 | 0.48% | 42,508 | -21,964 | -34.1% | -$94.69万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $188.54万 | 0.49% | 4,351 | 30 | 0.7% | $1.30万 | 加仓 |
| IWB | ISHARES TR | $190.13万 | 0.50% | 4,643 | -140 | -2.9% | -$5.73万 | 减仓 |
| — | INVESCO QQQ TR | $192.23万 | 0.50% | 2,610 | -1,317 | -33.5% | -$97.00万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $215.97万 | 0.56% | 42,945 | 42,945 | — | $215.97万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $220.89万 | 0.58% | 60,353 | 60,353 | — | $220.89万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $245.54万 | 0.64% | 87,538 | 87,538 | — | $245.54万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $262.22万 | 0.68% | 52,058 | 7,282 | 16.3% | $36.68万 | 加仓 |
| TLH | ISHARES TR | $269.27万 | 0.70% | 26,833 | -4,472 | -14.3% | -$44.88万 | 减仓 |
| AMZN | AMAZON COM INC | $278.88万 | 0.73% | 11,701 | 173 | 1.5% | $4.12万 | 加仓 |
| MTUM | ISHARES TR | $281.87万 | 0.74% | 8,222 | -1,281 | -13.5% | -$43.92万 | 减仓 |
| AVGO | BROADCOM INC | $285.20万 | 0.74% | 7,550 | 134 | 1.8% | $5.06万 | 加仓 |
| OEF | ISHARES TR | $285.85万 | 0.75% | 7,813 | 2,935 | 60.2% | $107.38万 | 加仓 |
| AGG | ISHARES TR | $286.99万 | 0.75% | 28,995 | 265 | 0.9% | $2.62万 | 加仓 |
| DGRW | WISDOMTREE TR | $298.91万 | 0.78% | 31,261 | -8,112 | -20.6% | -$77.57万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $319.42万 | 0.83% | 60,588 | -12,525 | -17.1% | -$66.03万 | 减仓 |
| GOOGL | ALPHABET INC | $337.57万 | 0.88% | 9,446 | 193 | 2.1% | $6.90万 | 加仓 |
| MBB | ISHARES TR | $373.33万 | 0.97% | 39,498 | 5,105 | 14.8% | $48.25万 | 加仓 |
| GOVT | ISHARES TR | $395.46万 | 1.03% | 173,599 | -3,216 | -1.8% | -$7.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $415.04万 | 1.08% | 11,127 | -157 | -1.4% | -$5.86万 | 减仓 |
| IEMG | ISHARES INC | $458.14万 | 1.20% | 55,304 | -21,845 | -28.3% | -$180.96万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $477.48万 | 1.25% | 38,272 | 35,644 | 1,356.3% | $444.69万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $482.38万 | 1.26% | 62,892 | -213 | -0.3% | -$1.63万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $532.48万 | 1.39% | 62,286 | 1,702 | 2.8% | $14.55万 | 加仓 |
| ITOT | ISHARES TR | $538.00万 | 1.40% | 32,751 | -1,120 | -3.3% | -$18.40万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $587.32万 | 1.53% | 26,793 | 3,816 | 16.6% | $83.65万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $608.19万 | 1.59% | 229,507 | 3,823 | 1.7% | $10.13万 | 加仓 |
| IVE | ISHARES TR | $648.57万 | 1.69% | 28,564 | -3,249 | -10.2% | -$73.77万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $658.51万 | 1.72% | 284,701 | -7,125 | -2.4% | -$16.48万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $682.59万 | 1.78% | 100,367 | 3,344 | 3.4% | $22.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $721.53万 | 1.88% | 10,506 | -278 | -2.6% | -$19.09万 | 减仓 |
| IVW | ISHARES TR | $725.31万 | 1.89% | 52,739 | 1,764 | 3.5% | $24.26万 | 加仓 |
| EFG | ISHARES TR | $729.84万 | 1.90% | 58,659 | 2,621 | 4.7% | $32.61万 | 加仓 |
| ISTB | ISHARES TR | $732.57万 | 1.91% | 151,828 | -10,100 | -6.2% | -$48.73万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $744.16万 | 1.94% | 62,540 | -5,938 | -8.7% | -$70.66万 | 减仓 |
| AAPL | APPLE INC | $793.00万 | 2.07% | 27,405 | 103 | 0.4% | $2.98万 | 加仓 |
| IWR | ISHARES TR | $981.81万 | 2.56% | 88,997 | -2,728 | -3.0% | -$30.10万 | 减仓 |
| 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 |
| NVDA | NVIDIA CORPORATION | $1,257.53万 | 3.28% | 62,848 | 78 | 0.1% | $1.56万 | 加仓 |
| IUSB | ISHARES TR | $1,933.16万 | 5.04% | 418,886 | 88,252 | 26.7% | $407.28万 | 加仓 |
| IVV | ISHARES TR | $6,320.25万 | 16.49% | 84,395 | 7,814 | 10.2% | $585.18万 | 加仓 |