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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -3,802 | -100.0% | -$233.56万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -9,299 | -100.0% | -$89.53万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,792 | -100.0% | -$32.87万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,205 | -100.0% | -$29.27万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$27.83万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -984 | -100.0% | -$26.07万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -796 | -100.0% | -$25.06万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,848 | -100.0% | -$23.15万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -3,400 | -100.0% | -$21.56万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,250 | -100.0% | -$21.45万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -437 | -100.0% | -$20.69万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -525 | -100.0% | -$20.68万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -7,923 | -100.0% | -$20.28万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,110 | -100.0% | -$20.26万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -10,066 | -100.0% | -$17.62万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,963 | -100.0% | -$12.36万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.36万 | 0.02% | 10,657 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $18.67万 | 0.06% | 10,842 | 10,842 | — | $18.67万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.02万 | 0.06% | 1,211 | 1,211 | — | $20.02万 | 新建仓 |
| C | CITIGROUP INC | $20.83万 | 0.06% | 1,837 | -47 | -2.5% | -$5,330 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.02万 | 0.06% | 777 | -175 | -18.4% | -$4.74万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $21.04万 | 0.06% | 19,985 | -503 | -2.5% | -$5,297 | 减仓 |
| — | HONEYWELL INTL INC | $21.07万 | 0.06% | 932 | -27 | -2.8% | -$6,103 | 重新持有 |
| FMC | FMC CORP | $21.33万 | 0.06% | 12,387 | -2,613 | -17.4% | -$4.50万 | 减仓 |
| COP | CONOCOPHILLIPS | $21.33万 | 0.06% | 1,616 | -1,013 | -38.5% | -$13.37万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $21.41万 | 0.06% | 1,744 | 68 | 4.1% | $8,349 | 加仓 |
| VFH | VANGUARD WORLD FD | $21.53万 | 0.06% | 1,782 | -444 | -19.9% | -$5.36万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $21.53万 | 0.06% | 5,198 | 5,198 | — | $21.53万 | 新建仓 |
| IJT | ISHARES TR | $21.78万 | 0.07% | 1,505 | -24 | -1.6% | -$3,473 | 减仓 |
| — | ISHARES TR | $21.94万 | 0.07% | 6,893 | 6,893 | — | $21.94万 | 新建仓 |
| ESGD | ISHARES TR | $21.96万 | 0.07% | 2,297 | 175 | 8.2% | $1.67万 | 加仓 |
| PAYX | PAYCHEX INC | $21.99万 | 0.07% | 2,387 | 2,387 | — | $21.99万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.11万 | 0.07% | 247 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.21万 | 0.07% | 1,430 | -454 | -24.1% | -$7.05万 | 减仓 |
| BBY | BEST BUY INC | $22.30万 | 0.07% | 3,474 | -99 | -2.8% | -$6,356 | 减仓 |
| BX | BLACKSTONE INC | $22.43万 | 0.07% | 1,951 | 271 | 16.1% | $3.12万 | 加仓 |
| IPAC | ISHARES TR | $22.80万 | 0.07% | 2,980 | 62 | 2.1% | $4,744 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $23.04万 | 0.07% | 3,433 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $23.50万 | 0.07% | 721 | -25 | -3.4% | -$8,148 | 减仓 |
| EIX | EDISON INTL | $24.33万 | 0.07% | 3,325 | -454 | -12.0% | -$3.32万 | 重新持有 |
| TJX | TJX COS INC NEW | $24.71万 | 0.07% | 1,547 | 92 | 6.3% | $1.47万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $24.82万 | 0.07% | 9,437 | 9,437 | — | $24.82万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.12万 | 0.08% | 545 | -16 | -2.9% | -$7,376 | 减仓 |
| KLAC | KLA CORP | $25.18万 | 0.08% | 171 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $25.18万 | 0.08% | 704 | -15 | -2.1% | -$5,365 | 减仓 |
| JNK | SPDR SERIES TRUST | $25.45万 | 0.08% | 2,659 | 214 | 8.8% | $2.05万 | 加仓 |
| DMXF | ISHARES TR | $25.56万 | 0.08% | 3,388 | 3,388 | — | $25.56万 | 新建仓 |
| DVY | ISHARES TR | $25.66万 | 0.08% | 1,695 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $25.87万 | 0.08% | 3,249 | -60 | -1.8% | -$4,777 | 减仓 |
| CVS | CVS HEALTH CORP | $26.03万 | 0.08% | 3,624 | -135 | -3.6% | -$9,696 | 减仓 |
| VOX | VANGUARD WORLD FD | $26.04万 | 0.08% | 1,448 | -327 | -18.4% | -$5.88万 | 减仓 |
| SUSA | ISHARES TR | $26.08万 | 0.08% | 1,975 | 363 | 22.5% | $4.79万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.12万 | 0.08% | 1,206 | -6 | -0.5% | -$1,299 | 减仓 |
| IWN | ISHARES TR | $26.62万 | 0.08% | 1,404 | -5 | -0.4% | -$948 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.67万 | 0.08% | 1,823 | 189 | 11.6% | $2.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.74万 | 0.08% | 4,173 | 69 | 1.7% | $4,422 | 加仓 |
| MS | MORGAN STANLEY | $26.76万 | 0.08% | 1,626 | 7 | 0.4% | $1,152 | 加仓 |
| EMGF | ISHARES INC | $27.04万 | 0.08% | 4,474 | -412 | -8.4% | -$2.49万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $27.09万 | 0.08% | 3,422 | -144 | -4.0% | -$1.14万 | 减仓 |
| SAN | BANCO SANTANDER SA | $27.31万 | 0.08% | 24,210 | -1,653 | -6.4% | -$1.86万 | 减仓 |
| T | AT&T INC | $27.68万 | 0.08% | 9,546 | 73 | 0.8% | $2,116 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.96万 | 0.08% | 2,823 | 48 | 1.7% | $4,754 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.43万 | 0.09% | 3,205 | 193 | 6.4% | $1.71万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $28.75万 | 0.09% | 4,794 | 37 | 0.8% | $2,219 | 加仓 |
| GLW | CORNING INC | $28.87万 | 0.09% | 2,123 | 2,123 | — | $28.87万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $28.87万 | 0.09% | 1,464 | 1,464 | — | $28.87万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $29.03万 | 0.09% | 2,628 | 236 | 9.9% | $2.61万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $29.21万 | 0.09% | 3,541 | 197 | 5.9% | $1.63万 | 加仓 |
| MCD | MCDONALDS CORP | $29.26万 | 0.09% | 941 | -20 | -2.1% | -$6,218 | 减仓 |
| VO | VANGUARD INDEX FDS | $29.29万 | 0.09% | 1,020 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $29.58万 | 0.09% | 1,275 | -27 | -2.1% | -$6,264 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $30.06万 | 0.09% | 1,481 | 42 | 2.9% | $8,525 | 加仓 |
| LOW | LOWES COS INC | $30.41万 | 0.09% | 1,287 | -3 | -0.2% | -$709 | 减仓 |
| GEV | GE VERNOVA INC | $30.46万 | 0.09% | 349 | -2 | -0.6% | -$1,746 | 减仓 |
| IGSB | ISHARES TR | $30.56万 | 0.09% | 5,815 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.98万 | 0.10% | 451 | -5 | -1.1% | -$3,546 | 减仓 |
| GNMA | ISHARES TR | $32.08万 | 0.10% | 7,236 | -1,871 | -20.5% | -$8.29万 | 减仓 |
| LIN | LINDE PLC | $32.13万 | 0.10% | 648 | 24 | 3.8% | $1.19万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $32.13万 | 0.10% | 12,611 | 3,577 | 39.6% | $9.11万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $32.79万 | 0.10% | 1,085 | -98 | -8.3% | -$2.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.83万 | 0.10% | 2,273 | 167 | 7.9% | $2.41万 | 加仓 |
| SLQD | ISHARES TR | $32.84万 | 0.10% | 6,505 | -412 | -6.0% | -$2.08万 | 减仓 |
| AMGN | AMGEN INC | $32.86万 | 0.10% | 934 | 10 | 1.1% | $3,519 | 加仓 |
| VIS | VANGUARD WORLD FD | $33.03万 | 0.10% | 1,058 | -234 | -18.1% | -$7.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.18万 | 0.10% | 982 | 11 | 1.1% | $3,716 | 加仓 |
| O | REALTY INCOME CORP | $33.76万 | 0.10% | 5,518 | -38 | -0.7% | -$2,325 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $33.87万 | 0.10% | 3,758 | 868 | 30.0% | $7.82万 | 加仓 |
| STE | STERIS PLC | $34.41万 | 0.10% | 1,556 | -5 | -0.3% | -$1,106 | 减仓 |
| RTX | RTX CORPORATION | $34.57万 | 0.10% | 1,792 | 1,792 | — | $34.57万 | 新建仓 |
| CME | CME GROUP INC | $35.24万 | 0.11% | 1,193 | 1 | 0.1% | $295 | 加仓 |
| BAC | BANK AMERICA CORP | $35.36万 | 0.11% | 7,252 | -67 | -0.9% | -$3,266 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.42万 | 0.11% | 1,712 | 35 | 2.1% | $7,242 | 加仓 |
| SYSB | ISHARES TR | $35.48万 | 0.11% | 3,986 | 64 | 1.6% | $5,696 | 加仓 |
| USB | US BANCORP | $35.73万 | 0.11% | 6,869 | -65 | -0.9% | -$3,381 | 减仓 |
| MRK | MERCK & CO INC | $35.85万 | 0.11% | 2,980 | -45 | -1.5% | -$5,413 | 减仓 |
| ESGE | ISHARES INC | $36.51万 | 0.11% | 8,029 | 791 | 10.9% | $3.60万 | 加仓 |
| ASML | ASML HLDG NV | $36.59万 | 0.11% | 277 | -38 | -12.1% | -$5.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $36.84万 | 0.11% | 1,218 | -27 | -2.2% | -$8,167 | 减仓 |