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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $57.53万 | 0.17% | 12,515 | -380 | -2.9% | -$1.75万 | 减仓 |
| V | VISA INC | $56.52万 | 0.17% | 1,870 | 51 | 2.8% | $1.54万 | 加仓 |
| IXUS | ISHARES TR | $56.45万 | 0.17% | 6,516 | 141 | 2.2% | $1.22万 | 加仓 |
| UNP | UNION PAC CORP | $56.34万 | 0.17% | 2,322 | 3 | 0.1% | $728 | 加仓 |
| IGF | ISHARES TR | $55.97万 | 0.17% | 8,353 | -240 | -2.8% | -$1.61万 | 减仓 |
| INTU | INTUIT | $52.11万 | 0.16% | 1,205 | -59 | -4.7% | -$2.55万 | 减仓 |
| NDAQ | NASDAQ INC | $51.83万 | 0.16% | 6,106 | -20 | -0.3% | -$1,698 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $51.41万 | 0.15% | 5,226 | 645 | 14.1% | $6.35万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $51.09万 | 0.15% | 15,236 | -112 | -0.7% | -$3,755 | 减仓 |
| IWM | ISHARES TR | $50.88万 | 0.15% | 2,052 | -108 | -5.0% | -$2.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.61万 | 0.15% | 2,488 | 61 | 2.5% | $1.24万 | 加仓 |
| DSI | ISHARES TR | $49.14万 | 0.15% | 4,055 | -4 | -0.1% | -$485 | 减仓 |
| OKE | ONEOK INC NEW | $48.77万 | 0.15% | 5,396 | 24 | 0.4% | $2,169 | 加仓 |
| HYS | PIMCO ETF TR | $48.70万 | 0.15% | 5,221 | -12 | -0.2% | -$1,119 | 减仓 |
| ORCL | ORACLE CORP | $48.22万 | 0.14% | 3,278 | 54 | 1.7% | $7,944 | 加仓 |
| IMCB | ISHARES TR | $46.60万 | 0.14% | 5,586 | 389 | 7.5% | $3.25万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $45.45万 | 0.14% | 10,032 | -26 | -0.3% | -$1,178 | 减仓 |
| ABBV | ABBVIE INC | $44.65万 | 0.13% | 2,053 | -62 | -2.9% | -$1.35万 | 减仓 |
| QCOM | QUALCOMM INC | $44.42万 | 0.13% | 3,449 | -124 | -3.5% | -$1.60万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $44.11万 | 0.13% | 1,285 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $43.94万 | 0.13% | 8,894 | 88 | 1.0% | $4,347 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.87万 | 0.13% | 1,298 | 13 | 1.0% | $4,393 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.93万 | 0.13% | 4,622 | 10 | 0.2% | $929 | 加仓 |
| GILD | GILEAD SCIENCES INC | $42.56万 | 0.13% | 3,054 | 15 | 0.5% | $2,091 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.29万 | 0.13% | 3,182 | -306 | -8.8% | -$4.07万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $41.81万 | 0.13% | 8,701 | -2,302 | -20.9% | -$11.06万 | 减仓 |
| USXF | ISHARES TR | $40.88万 | 0.12% | 7,405 | 1,205 | 19.4% | $6.65万 | 加仓 |
| IEUR | ISHARES TR | $40.52万 | 0.12% | 5,766 | 125 | 2.2% | $8,784 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.30万 | 0.12% | 2,209 | -26 | -1.2% | -$4,743 | 减仓 |
| ACWI | ISHARES TR | $39.24万 | 0.12% | 2,836 | -1 | -0.0% | -$138 | 减仓 |
| KO | COCA COLA CO | $37.42万 | 0.11% | 4,920 | -26 | -0.5% | -$1,977 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.30万 | 0.11% | 952 | -24 | -2.5% | -$9,402 | 减仓 |
| GE | GE AEROSPACE | $37.17万 | 0.11% | 1,310 | 25 | 1.9% | $7,094 | 加仓 |
| VHT | VANGUARD WORLD FD | $37.17万 | 0.11% | 1,365 | -301 | -18.1% | -$8.20万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $36.84万 | 0.11% | 1,218 | -27 | -2.2% | -$8,167 | 减仓 |
| ASML | ASML HLDG NV | $36.59万 | 0.11% | 277 | -38 | -12.1% | -$5.02万 | 减仓 |
| ESGE | ISHARES INC | $36.51万 | 0.11% | 8,029 | 791 | 10.9% | $3.60万 | 加仓 |
| MRK | MERCK & CO INC | $35.85万 | 0.11% | 2,980 | -45 | -1.5% | -$5,413 | 减仓 |
| USB | US BANCORP | $35.73万 | 0.11% | 6,869 | -65 | -0.9% | -$3,381 | 减仓 |
| SYSB | ISHARES TR | $35.48万 | 0.11% | 3,986 | 64 | 1.6% | $5,696 | 加仓 |
| CVX | CHEVRON CORPORATION | $35.42万 | 0.11% | 1,712 | 35 | 2.1% | $7,242 | 加仓 |
| BAC | BANK AMERICA CORP | $35.36万 | 0.11% | 7,252 | -67 | -0.9% | -$3,266 | 减仓 |
| CME | CME GROUP INC | $35.24万 | 0.11% | 1,193 | 1 | 0.1% | $295 | 加仓 |
| RTX | RTX CORPORATION | $34.57万 | 0.10% | 1,792 | 1,792 | — | $34.57万 | 新建仓 |
| STE | STERIS PLC | $34.41万 | 0.10% | 1,556 | -5 | -0.3% | -$1,106 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $33.87万 | 0.10% | 3,758 | 868 | 30.0% | $7.82万 | 加仓 |
| O | REALTY INCOME CORP | $33.76万 | 0.10% | 5,518 | -38 | -0.7% | -$2,325 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $33.18万 | 0.10% | 982 | 11 | 1.1% | $3,716 | 加仓 |
| VIS | VANGUARD WORLD FD | $33.03万 | 0.10% | 1,058 | -234 | -18.1% | -$7.31万 | 减仓 |
| AMGN | AMGEN INC | $32.86万 | 0.10% | 934 | 10 | 1.1% | $3,519 | 加仓 |
| SLQD | ISHARES TR | $32.84万 | 0.10% | 6,505 | -412 | -6.0% | -$2.08万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.83万 | 0.10% | 2,273 | 167 | 7.9% | $2.41万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $32.79万 | 0.10% | 1,085 | -98 | -8.3% | -$2.96万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $32.13万 | 0.10% | 12,611 | 3,577 | 39.6% | $9.11万 | 加仓 |
| LIN | LINDE PLC | $32.13万 | 0.10% | 648 | 24 | 3.8% | $1.19万 | 加仓 |
| GNMA | ISHARES TR | $32.08万 | 0.10% | 7,236 | -1,871 | -20.5% | -$8.29万 | 减仓 |
| CAT | CATERPILLAR INC | $31.98万 | 0.10% | 451 | -5 | -1.1% | -$3,546 | 减仓 |
| IGSB | ISHARES TR | $30.56万 | 0.09% | 5,815 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.46万 | 0.09% | 349 | -2 | -0.6% | -$1,746 | 减仓 |
| LOW | LOWES COS INC | $30.41万 | 0.09% | 1,287 | -3 | -0.2% | -$709 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $30.06万 | 0.09% | 1,481 | 42 | 2.9% | $8,525 | 加仓 |
| GRMN | GARMIN LTD | $29.58万 | 0.09% | 1,275 | -27 | -2.1% | -$6,264 | 减仓 |
| VO | VANGUARD INDEX FDS | $29.29万 | 0.09% | 1,020 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $29.26万 | 0.09% | 941 | -20 | -2.1% | -$6,218 | 减仓 |
| HSBC | HSBC HLDGS PLC | $29.21万 | 0.09% | 3,541 | 197 | 5.9% | $1.63万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $29.03万 | 0.09% | 2,628 | 236 | 9.9% | $2.61万 | 加仓 |
| AZN | ASTRAZENECA PLC | $28.87万 | 0.09% | 1,464 | 1,464 | — | $28.87万 | 新建仓 |
| GLW | CORNING INC | $28.87万 | 0.09% | 2,123 | 2,123 | — | $28.87万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $28.75万 | 0.09% | 4,794 | 37 | 0.8% | $2,219 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.43万 | 0.09% | 3,205 | 193 | 6.4% | $1.71万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.96万 | 0.08% | 2,823 | 48 | 1.7% | $4,754 | 加仓 |
| T | AT&T INC | $27.68万 | 0.08% | 9,546 | 73 | 0.8% | $2,116 | 加仓 |
| SAN | BANCO SANTANDER SA | $27.31万 | 0.08% | 24,210 | -1,653 | -6.4% | -$1.86万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $27.09万 | 0.08% | 3,422 | -144 | -4.0% | -$1.14万 | 减仓 |
| EMGF | ISHARES INC | $27.04万 | 0.08% | 4,474 | -412 | -8.4% | -$2.49万 | 减仓 |
| MS | MORGAN STANLEY | $26.76万 | 0.08% | 1,626 | 7 | 0.4% | $1,152 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.74万 | 0.08% | 4,173 | 69 | 1.7% | $4,422 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.67万 | 0.08% | 1,823 | 189 | 11.6% | $2.76万 | 加仓 |
| IWN | ISHARES TR | $26.62万 | 0.08% | 1,404 | -5 | -0.4% | -$948 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.12万 | 0.08% | 1,206 | -6 | -0.5% | -$1,299 | 减仓 |
| SUSA | ISHARES TR | $26.08万 | 0.08% | 1,975 | 363 | 22.5% | $4.79万 | 加仓 |
| VOX | VANGUARD WORLD FD | $26.04万 | 0.08% | 1,448 | -327 | -18.4% | -$5.88万 | 减仓 |
| CVS | CVS HEALTH CORP | $26.03万 | 0.08% | 3,624 | -135 | -3.6% | -$9,696 | 减仓 |
| WFC | WELLS FARGO & CO | $25.87万 | 0.08% | 3,249 | -60 | -1.8% | -$4,777 | 减仓 |
| DVY | ISHARES TR | $25.66万 | 0.08% | 1,695 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $25.56万 | 0.08% | 3,388 | 3,388 | — | $25.56万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $25.45万 | 0.08% | 2,659 | 214 | 8.8% | $2.05万 | 加仓 |
| ETN | EATON CORP PLC | $25.18万 | 0.08% | 704 | -15 | -2.1% | -$5,365 | 减仓 |
| KLAC | KLA CORP | $25.18万 | 0.08% | 171 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $25.12万 | 0.08% | 545 | -16 | -2.9% | -$7,376 | 减仓 |
| SPTL | SPDR SERIES TRUST | $24.82万 | 0.07% | 9,437 | 9,437 | — | $24.82万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.71万 | 0.07% | 1,547 | 92 | 6.3% | $1.47万 | 加仓 |
| EIX | EDISON INTL | $24.33万 | 0.07% | 3,325 | -454 | -12.0% | -$3.32万 | 重新持有 |
| CB | CHUBB LTD SWITZ | $23.50万 | 0.07% | 721 | -25 | -3.4% | -$8,148 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $23.04万 | 0.07% | 3,433 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $22.80万 | 0.07% | 2,980 | 62 | 2.1% | $4,744 | 加仓 |
| BX | BLACKSTONE INC | $22.43万 | 0.07% | 1,951 | 271 | 16.1% | $3.12万 | 加仓 |
| BBY | BEST BUY INC | $22.30万 | 0.07% | 3,474 | -99 | -2.8% | -$6,356 | 减仓 |
| PEP | PEPSICO INC | $22.21万 | 0.07% | 1,430 | -454 | -24.1% | -$7.05万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $22.11万 | 0.07% | 247 | 0 | 0.0% | — | 不变 |