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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $66.52万 | 0.17% | 1,886 | 32 | 1.7% | $1.13万 | 加仓 |
| V | VISA INC | $65.36万 | 0.17% | 1,905 | 35 | 1.9% | $1.20万 | 加仓 |
| PFE | PFIZER INC | $64.79万 | 0.17% | 26,907 | 1,620 | 6.4% | $3.90万 | 加仓 |
| IXUS | ISHARES TR | $64.48万 | 0.17% | 6,756 | 240 | 3.7% | $2.29万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $64.31万 | 0.17% | 5,982 | 756 | 14.5% | $8.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.14万 | 0.17% | 1,343 | 45 | 3.5% | $2.15万 | 加仓 |
| UNP | UNION PAC CORP | $63.29万 | 0.17% | 2,327 | 5 | 0.2% | $1,360 | 加仓 |
| SYK | STRYKER CORPORATION | $62.12万 | 0.16% | 1,973 | 30 | 1.5% | $9,445 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $60.62万 | 0.16% | 3,182 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $60.53万 | 0.16% | 5,344 | 17 | 0.3% | $1,925 | 加仓 |
| IWM | ISHARES TR | $60.17万 | 0.16% | 2,003 | -49 | -2.4% | -$1.47万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $59.34万 | 0.15% | 8,084 | -1,156 | -12.5% | -$8.49万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $58.28万 | 0.15% | 22,573 | 9,962 | 79.0% | $25.72万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $57.08万 | 0.15% | 2,679 | -64 | -2.3% | -$1.36万 | 减仓 |
| USXF | ISHARES TR | $56.91万 | 0.15% | 8,194 | 789 | 10.7% | $5.48万 | 加仓 |
| ITA | ISHARES TR | $56.05万 | 0.15% | 2,312 | -2,871 | -55.4% | -$69.60万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $55.55万 | 0.14% | 1,364 | -11 | -0.8% | -$4,480 | 减仓 |
| GLW | CORNING INC | $53.79万 | 0.14% | 2,106 | -17 | -0.8% | -$4,342 | 减仓 |
| ABBV | ABBVIE INC | $53.32万 | 0.14% | 2,119 | 66 | 3.2% | $1.66万 | 加仓 |
| CAT | CATERPILLAR INC | $53.20万 | 0.14% | 500 | 49 | 10.9% | $5.21万 | 加仓 |
| IGF | ISHARES TR | $52.64万 | 0.14% | 7,904 | -449 | -5.4% | -$2.99万 | 减仓 |
| IMCB | ISHARES TR | $51.25万 | 0.13% | 5,308 | -278 | -5.0% | -$2.68万 | 减仓 |
| ACWI | ISHARES TR | $51.01万 | 0.13% | 3,250 | 414 | 14.6% | $6.50万 | 加仓 |
| KLAC | KLA CORP | $50.69万 | 0.13% | 1,680 | -30 | -1.8% | -$9,051 | 减仓 |
| GE | GE AEROSPACE | $49.15万 | 0.13% | 1,315 | 5 | 0.4% | $1,869 | 加仓 |
| HYS | PIMCO ETF TR | $48.75万 | 0.13% | 5,213 | -8 | -0.2% | -$748 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $48.69万 | 0.13% | 9,302 | -25,306 | -73.1% | -$132.45万 | 减仓 |
| DBEF | DBX ETF TR | $48.41万 | 0.13% | 8,862 | -32 | -0.4% | -$1,748 | 减仓 |
| ORCL | ORACLE CORP | $47.82万 | 0.12% | 3,263 | -15 | -0.5% | -$2,198 | 减仓 |
| IVLU | ISHARES TR | $47.59万 | 0.12% | 11,379 | -3,541 | -23.7% | -$14.81万 | 减仓 |
| OKE | ONEOK INC NEW | $46.96万 | 0.12% | 5,401 | 5 | 0.1% | $435 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $46.70万 | 0.12% | 14,607 | -629 | -4.1% | -$2.01万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $45.39万 | 0.12% | 1,281 | -4 | -0.3% | -$1,417 | 减仓 |
| IEUR | ISHARES TR | $45.30万 | 0.12% | 6,027 | 261 | 4.5% | $1.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $45.29万 | 0.12% | 1,339 | 121 | 9.9% | $4.09万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $45.14万 | 0.12% | 2,250 | 41 | 1.9% | $8,225 | 加仓 |
| NDAQ | NASDAQ INC | $45.09万 | 0.12% | 5,720 | -386 | -6.3% | -$3.04万 | 减仓 |
| TFC | TRUIST FINL CORP | $44.86万 | 0.12% | 9,005 | -3,510 | -28.0% | -$17.49万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $43.84万 | 0.11% | 3,856 | 98 | 2.6% | $1.11万 | 加仓 |
| BAC | BANK OF AMER CORP | $42.82万 | 0.11% | 7,515 | 263 | 3.6% | $1.50万 | 加仓 |
| USB | US BANCORP | $42.03万 | 0.11% | 6,958 | 89 | 1.3% | $5,376 | 加仓 |
| GEV | GE VERNOVA INC | $41.59万 | 0.11% | 354 | 5 | 1.4% | $5,874 | 加仓 |
| ESGE | ISHARES INC | $40.98万 | 0.11% | 7,493 | -536 | -6.7% | -$2.93万 | 减仓 |
| KO | COCA COLA CO | $40.87万 | 0.11% | 5,029 | 109 | 2.2% | $8,858 | 加仓 |
| VHT | VANGUARD WORLD FD | $40.19万 | 0.10% | 1,344 | -21 | -1.5% | -$6,279 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $39.94万 | 0.10% | 7,585 | -750 | -9.0% | -$3.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.86万 | 0.10% | 959 | 182 | 23.4% | $7.56万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $39.42万 | 0.10% | 1,078 | -7 | -0.6% | -$2,560 | 减仓 |
| GILD | GILEAD SCIENCES INC | $38.39万 | 0.10% | 3,039 | -15 | -0.5% | -$1,895 | 减仓 |
| GNMA | ISHARES TR | $38.35万 | 0.10% | 8,670 | 1,434 | 19.8% | $6.34万 | 加仓 |
| CVS | CVS HEALTH CORP | $38.14万 | 0.10% | 3,687 | 63 | 1.7% | $6,517 | 加仓 |
| VIS | VANGUARD WORLD FD | $38.13万 | 0.10% | 1,058 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $37.59万 | 0.10% | 2,925 | -55 | -1.8% | -$7,068 | 减仓 |
| SNDK | SANDISK CORP | $37.06万 | 0.10% | 163 | 163 | — | $37.06万 | 新建仓 |
| RTX | RTX CORPORATION | $36.03万 | 0.09% | 1,899 | 107 | 6.0% | $2.03万 | 加仓 |
| IAGG | ISHARES TR | $35.39万 | 0.09% | 6,994 | -37,060 | -84.1% | -$187.52万 | 减仓 |
| INTC | INTEL CORP | $34.88万 | 0.09% | 2,498 | 2,498 | — | $34.88万 | 新建仓 |
| DMXF | ISHARES TR | $34.75万 | 0.09% | 4,107 | 719 | 21.2% | $6.08万 | 加仓 |
| O | REALTY INCOME CORP | $34.22万 | 0.09% | 5,523 | 5 | 0.1% | $310 | 加仓 |
| SUSB | ISHARES TR | $33.98万 | 0.09% | 13,597 | 13,597 | — | $33.98万 | 新建仓 |
| SLQD | ISHARES TR | $33.87万 | 0.09% | 6,724 | 219 | 3.4% | $1.10万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.60万 | 0.09% | 1,978 | 234 | 13.4% | $3.98万 | 加仓 |
| LIN | LINDE PLC | $33.42万 | 0.09% | 644 | -4 | -0.6% | -$2,076 | 减仓 |
| SAN | BANCO SANTANDER SA | $33.41万 | 0.09% | 24,210 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $33.23万 | 0.09% | 4,742 | -52 | -1.1% | -$3,644 | 减仓 |
| AMGN | AMGEN INC | $33.06万 | 0.09% | 913 | -21 | -2.2% | -$7,605 | 减仓 |
| STE | STERIS PLC | $32.74万 | 0.09% | 1,555 | -1 | -0.1% | -$211 | 减仓 |
| MS | MORGAN STANLEY | $32.53万 | 0.08% | 1,556 | -70 | -4.3% | -$1.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.35万 | 0.08% | 2,206 | -67 | -2.9% | -$9,825 | 减仓 |
| EMGF | ISHARES INC | $31.33万 | 0.08% | 4,276 | -198 | -4.4% | -$1.45万 | 减仓 |
| GIS | GENERAL MILLS INC | $31.13万 | 0.08% | 8,944 | 8,944 | — | $31.13万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $31.11万 | 0.08% | 3,226 | 21 | 0.7% | $2,025 | 加仓 |
| IWN | ISHARES TR | $31.06万 | 0.08% | 1,404 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $30.48万 | 0.08% | 9,643 | -389 | -3.9% | -$1.23万 | 减仓 |
| IGSB | ISHARES TR | $30.48万 | 0.08% | 5,815 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $30.47万 | 0.08% | 1,975 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $30.12万 | 0.08% | 1,268 | -7 | -0.5% | -$1,663 | 减仓 |
| ETN | EATON CORP PLC | $30.00万 | 0.08% | 704 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $29.79万 | 0.08% | 8,486 | 1,593 | 23.1% | $5.59万 | 加仓 |
| BBY | BEST BUY INC | $29.56万 | 0.08% | 3,896 | 422 | 12.1% | $3.20万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.42万 | 0.08% | 4,129 | -44 | -1.1% | -$3,135 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.41万 | 0.08% | 1,774 | 62 | 3.6% | $1.03万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $29.29万 | 0.08% | 3,636 | 214 | 6.3% | $1.72万 | 加仓 |
| AZN | ASTRAZENECA PLC | $28.52万 | 0.07% | 1,504 | 40 | 2.7% | $7,585 | 加仓 |
| VO | VANGUARD INDEX FDS | $28.44万 | 0.07% | 3,530 | -550 | -13.5% | -$4.43万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $27.56万 | 0.07% | 19,338 | -647 | -3.2% | -$9,220 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $27.32万 | 0.07% | 1,190 | -16 | -1.3% | -$3,673 | 减仓 |
| IJT | ISHARES TR | $26.86万 | 0.07% | 1,504 | -1 | -0.1% | -$179 | 减仓 |
| HSBC | HSBC HLDGS PLC | $26.84万 | 0.07% | 2,823 | -718 | -20.3% | -$6.83万 | 减仓 |
| WFC | WELLS FARGO & CO | $26.67万 | 0.07% | 3,227 | -22 | -0.7% | -$1,818 | 减仓 |
| VOX | VANGUARD WORLD FD | $26.64万 | 0.07% | 1,448 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $26.54万 | 0.07% | 2,991 | -995 | -25.0% | -$8.83万 | 减仓 |
| DVY | ISHARES TR | $26.49万 | 0.07% | 1,695 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $25.95万 | 0.07% | 2,205 | 254 | 13.0% | $2.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.89万 | 0.07% | 2,949 | -1,673 | -36.2% | -$14.69万 | 减仓 |
| C | CITIGROUP INC | $25.75万 | 0.07% | 1,840 | 3 | 0.2% | $420 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $25.61万 | 0.07% | 3,416 | -17 | -0.5% | -$1,274 | 减仓 |
| IPAC | ISHARES TR | $25.47万 | 0.07% | 3,109 | 129 | 4.3% | $1.06万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.44万 | 0.07% | 8,425 | 8,425 | — | $25.44万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $24.36万 | 0.06% | 249 | 2 | 0.8% | $1,956 | 加仓 |