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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $21.99万 | 0.07% | 2,387 | 2,387 | — | $21.99万 | 新建仓 |
| ESGD | ISHARES TR | $21.96万 | 0.07% | 2,297 | 175 | 8.2% | $1.67万 | 加仓 |
| — | ISHARES TR | $21.94万 | 0.07% | 6,893 | 6,893 | — | $21.94万 | 新建仓 |
| IJT | ISHARES TR | $21.78万 | 0.07% | 1,505 | -24 | -1.6% | -$3,473 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $21.53万 | 0.06% | 5,198 | 5,198 | — | $21.53万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $21.53万 | 0.06% | 1,782 | -444 | -19.9% | -$5.36万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.41万 | 0.06% | 1,744 | 68 | 4.1% | $8,349 | 加仓 |
| COP | CONOCOPHILLIPS | $21.33万 | 0.06% | 1,616 | -1,013 | -38.5% | -$13.37万 | 重新持有 |
| FMC | FMC CORP | $21.33万 | 0.06% | 12,387 | -2,613 | -17.4% | -$4.50万 | 减仓 |
| — | HONEYWELL INTL INC | $21.07万 | 0.06% | 932 | -27 | -2.8% | -$6,103 | 重新持有 |
| PK | PARK HOTELS & RESORTS INC | $21.04万 | 0.06% | 19,985 | -503 | -2.5% | -$5,297 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.02万 | 0.06% | 777 | -175 | -18.4% | -$4.74万 | 减仓 |
| C | CITIGROUP INC | $20.83万 | 0.06% | 1,837 | -47 | -2.5% | -$5,330 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $20.02万 | 0.06% | 1,211 | 1,211 | — | $20.02万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $18.67万 | 0.06% | 10,842 | 10,842 | — | $18.67万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.36万 | 0.02% | 10,657 | 0 | 0.0% | — | 不变 |
| 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 |