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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -14,165 | -100.0% | -$271.70万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,205 | -100.0% | -$52.11万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -8,701 | -100.0% | -$41.81万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,193 | -100.0% | -$35.24万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,481 | -100.0% | -$30.06万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,546 | -100.0% | -$27.68万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,823 | -100.0% | -$26.67万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -3,325 | -100.0% | -$24.33万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$22.21万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,387 | -100.0% | -$21.99万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,297 | -100.0% | -$21.96万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,616 | -100.0% | -$21.33万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -12,387 | -100.0% | -$21.33万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -932 | -100.0% | -$21.07万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.21万 | 0.02% | 10,657 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $17.17万 | 0.04% | 10,481 | -361 | -3.3% | -$5,913 | 减仓 |
| WU | WESTERN UN CO | $17.29万 | 0.05% | 22,450 | 22,450 | — | $17.29万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.12万 | 0.05% | 315 | 315 | — | $20.12万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $20.69万 | 0.05% | 2,708 | 2,708 | — | $20.69万 | 新建仓 |
| PII | POLARIS INC | $21.00万 | 0.05% | 3,068 | 3,068 | — | $21.00万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.00万 | 0.05% | 528 | -17 | -3.1% | -$6,761 | 减仓 |
| SPYX | SPDR SERIES TRUST | $21.42万 | 0.06% | 3,505 | 3,505 | — | $21.42万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.64万 | 0.06% | 879 | 879 | — | $21.64万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.96万 | 0.06% | 1,214 | 3 | 0.2% | $543 | 加仓 |
| TJX | TJX COS INC NEW | $21.97万 | 0.06% | 1,450 | -97 | -6.3% | -$1.47万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $22.34万 | 0.06% | 1,795 | 683 | 61.4% | $8.50万 | 重新持有 |
| DFEM | DIMENSIONAL ETF TRUST | $22.40万 | 0.06% | 5,511 | 5,511 | — | $22.40万 | 新建仓 |
| APH | AMPHENOL CORP | $22.45万 | 0.06% | 1,273 | 1,273 | — | $22.45万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $23.02万 | 0.06% | 1,480 | 1,480 | — | $23.02万 | 新建仓 |
| LOW | LOWES COS INC | $23.07万 | 0.06% | 1,046 | -241 | -18.7% | -$5.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.28万 | 0.06% | 1,473 | 1,473 | — | $23.28万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $23.43万 | 0.06% | 590 | 590 | — | $23.43万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $23.45万 | 0.06% | 1,782 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.58万 | 0.06% | 872 | -69 | -7.3% | -$1.87万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $23.78万 | 0.06% | 172 | 172 | — | $23.78万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $23.82万 | 0.06% | 5,198 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $23.85万 | 0.06% | 700 | -21 | -2.9% | -$7,156 | 减仓 |
| JNK | SPDR SERIES TRUST | $23.95万 | 0.06% | 2,485 | -174 | -6.5% | -$1.68万 | 减仓 |
| POWL | POWELL INDS INC | $23.97万 | 0.06% | 837 | 837 | — | $23.97万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $24.10万 | 0.06% | 9,188 | -249 | -2.6% | -$6,531 | 减仓 |
| TXN | TEXAS INSTRS INC | $24.11万 | 0.06% | 809 | 809 | — | $24.11万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $24.36万 | 0.06% | 249 | 2 | 0.8% | $1,956 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.44万 | 0.07% | 8,425 | 8,425 | — | $25.44万 | 新建仓 |
| IPAC | ISHARES TR | $25.47万 | 0.07% | 3,109 | 129 | 4.3% | $1.06万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $25.61万 | 0.07% | 3,416 | -17 | -0.5% | -$1,274 | 减仓 |
| C | CITIGROUP INC | $25.75万 | 0.07% | 1,840 | 3 | 0.2% | $420 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.89万 | 0.07% | 2,949 | -1,673 | -36.2% | -$14.69万 | 减仓 |
| BX | BLACKSTONE INC | $25.95万 | 0.07% | 2,205 | 254 | 13.0% | $2.99万 | 加仓 |
| DVY | ISHARES TR | $26.49万 | 0.07% | 1,695 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $26.54万 | 0.07% | 2,991 | -995 | -25.0% | -$8.83万 | 减仓 |
| VOX | VANGUARD WORLD FD | $26.64万 | 0.07% | 1,448 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $26.67万 | 0.07% | 3,227 | -22 | -0.7% | -$1,818 | 减仓 |
| HSBC | HSBC HLDGS PLC | $26.84万 | 0.07% | 2,823 | -718 | -20.3% | -$6.83万 | 减仓 |
| IJT | ISHARES TR | $26.86万 | 0.07% | 1,504 | -1 | -0.1% | -$179 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $27.32万 | 0.07% | 1,190 | -16 | -1.3% | -$3,673 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $27.56万 | 0.07% | 19,338 | -647 | -3.2% | -$9,220 | 减仓 |
| VO | VANGUARD INDEX FDS | $28.44万 | 0.07% | 3,530 | -550 | -13.5% | -$4.43万 | 减仓 |
| AZN | ASTRAZENECA PLC | $28.52万 | 0.07% | 1,504 | 40 | 2.7% | $7,585 | 加仓 |
| CALM | CAL MAINE FOODS INC | $29.29万 | 0.08% | 3,636 | 214 | 6.3% | $1.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.41万 | 0.08% | 1,774 | 62 | 3.6% | $1.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.42万 | 0.08% | 4,129 | -44 | -1.1% | -$3,135 | 减仓 |
| BBY | BEST BUY INC | $29.56万 | 0.08% | 3,896 | 422 | 12.1% | $3.20万 | 加仓 |
| — | ISHARES TR | $29.79万 | 0.08% | 8,486 | 1,593 | 23.1% | $5.59万 | 加仓 |
| ETN | EATON CORP PLC | $30.00万 | 0.08% | 704 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $30.12万 | 0.08% | 1,268 | -7 | -0.5% | -$1,663 | 减仓 |
| SUSA | ISHARES TR | $30.47万 | 0.08% | 1,975 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $30.48万 | 0.08% | 5,815 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $30.48万 | 0.08% | 9,643 | -389 | -3.9% | -$1.23万 | 减仓 |
| IWN | ISHARES TR | $31.06万 | 0.08% | 1,404 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $31.11万 | 0.08% | 3,226 | 21 | 0.7% | $2,025 | 加仓 |
| GIS | GENERAL MILLS INC | $31.13万 | 0.08% | 8,944 | 8,944 | — | $31.13万 | 新建仓 |
| EMGF | ISHARES INC | $31.33万 | 0.08% | 4,276 | -198 | -4.4% | -$1.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.35万 | 0.08% | 2,206 | -67 | -2.9% | -$9,825 | 减仓 |
| MS | MORGAN STANLEY | $32.53万 | 0.08% | 1,556 | -70 | -4.3% | -$1.46万 | 减仓 |
| STE | STERIS PLC | $32.74万 | 0.09% | 1,555 | -1 | -0.1% | -$211 | 减仓 |
| AMGN | AMGEN INC | $33.06万 | 0.09% | 913 | -21 | -2.2% | -$7,605 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $33.23万 | 0.09% | 4,742 | -52 | -1.1% | -$3,644 | 减仓 |
| SAN | BANCO SANTANDER SA | $33.41万 | 0.09% | 24,210 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $33.42万 | 0.09% | 644 | -4 | -0.6% | -$2,076 | 减仓 |
| ANET | ARISTA NETWORKS INC | $33.60万 | 0.09% | 1,978 | 234 | 13.4% | $3.98万 | 加仓 |
| SLQD | ISHARES TR | $33.87万 | 0.09% | 6,724 | 219 | 3.4% | $1.10万 | 加仓 |
| SUSB | ISHARES TR | $33.98万 | 0.09% | 13,597 | 13,597 | — | $33.98万 | 新建仓 |
| O | REALTY INCOME CORP | $34.22万 | 0.09% | 5,523 | 5 | 0.1% | $310 | 加仓 |
| DMXF | ISHARES TR | $34.75万 | 0.09% | 4,107 | 719 | 21.2% | $6.08万 | 加仓 |
| INTC | INTEL CORP | $34.88万 | 0.09% | 2,498 | 2,498 | — | $34.88万 | 新建仓 |
| IAGG | ISHARES TR | $35.39万 | 0.09% | 6,994 | -37,060 | -84.1% | -$187.52万 | 减仓 |
| RTX | RTX CORPORATION | $36.03万 | 0.09% | 1,899 | 107 | 6.0% | $2.03万 | 加仓 |
| SNDK | SANDISK CORP | $37.06万 | 0.10% | 163 | 163 | — | $37.06万 | 新建仓 |
| MRK | MERCK & CO INC | $37.59万 | 0.10% | 2,925 | -55 | -1.8% | -$7,068 | 减仓 |
| VIS | VANGUARD WORLD FD | $38.13万 | 0.10% | 1,058 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $38.14万 | 0.10% | 3,687 | 63 | 1.7% | $6,517 | 加仓 |
| GNMA | ISHARES TR | $38.35万 | 0.10% | 8,670 | 1,434 | 19.8% | $6.34万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $38.39万 | 0.10% | 3,039 | -15 | -0.5% | -$1,895 | 减仓 |
| VBK | VANGUARD INDEX FDS | $39.42万 | 0.10% | 1,078 | -7 | -0.6% | -$2,560 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.86万 | 0.10% | 959 | 182 | 23.4% | $7.56万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $39.94万 | 0.10% | 7,585 | -750 | -9.0% | -$3.95万 | 减仓 |
| VHT | VANGUARD WORLD FD | $40.19万 | 0.10% | 1,344 | -21 | -1.5% | -$6,279 | 减仓 |
| KO | COCA COLA CO | $40.87万 | 0.11% | 5,029 | 109 | 2.2% | $8,858 | 加仓 |
| ESGE | ISHARES INC | $40.98万 | 0.11% | 7,493 | -536 | -6.7% | -$2.93万 | 减仓 |
| GEV | GE VERNOVA INC | $41.59万 | 0.11% | 354 | 5 | 1.4% | $5,874 | 加仓 |