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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $24.11万 | 0.06% | 809 | 809 | — | $24.11万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $24.10万 | 0.06% | 9,188 | -249 | -2.6% | -$6,531 | 减仓 |
| POWL | POWELL INDS INC | $23.97万 | 0.06% | 837 | 837 | — | $23.97万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $23.95万 | 0.06% | 2,485 | -174 | -6.5% | -$1.68万 | 减仓 |
| CB | CHUBB LIMITED | $23.85万 | 0.06% | 700 | -21 | -2.9% | -$7,156 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $23.82万 | 0.06% | 5,198 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $23.78万 | 0.06% | 172 | 172 | — | $23.78万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.58万 | 0.06% | 872 | -69 | -7.3% | -$1.87万 | 减仓 |
| VFH | VANGUARD WORLD FD | $23.45万 | 0.06% | 1,782 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $23.43万 | 0.06% | 590 | 590 | — | $23.43万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.28万 | 0.06% | 1,473 | 1,473 | — | $23.28万 | 新建仓 |
| LOW | LOWES COS INC | $23.07万 | 0.06% | 1,046 | -241 | -18.7% | -$5.31万 | 减仓 |
| CPA | COPA HOLDINGS SA | $23.02万 | 0.06% | 1,480 | 1,480 | — | $23.02万 | 新建仓 |
| APH | AMPHENOL CORP | $22.45万 | 0.06% | 1,273 | 1,273 | — | $22.45万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $22.40万 | 0.06% | 5,511 | 5,511 | — | $22.40万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $22.34万 | 0.06% | 1,795 | 683 | 61.4% | $8.50万 | 重新持有 |
| TJX | TJX COS INC NEW | $21.97万 | 0.06% | 1,450 | -97 | -6.3% | -$1.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $21.96万 | 0.06% | 1,214 | 3 | 0.2% | $543 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.64万 | 0.06% | 879 | 879 | — | $21.64万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $21.42万 | 0.06% | 3,505 | 3,505 | — | $21.42万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.00万 | 0.05% | 528 | -17 | -3.1% | -$6,761 | 减仓 |
| PII | POLARIS INC | $21.00万 | 0.05% | 3,068 | 3,068 | — | $21.00万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $20.69万 | 0.05% | 2,708 | 2,708 | — | $20.69万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.12万 | 0.05% | 315 | 315 | — | $20.12万 | 新建仓 |
| WU | WESTERN UN CO | $17.29万 | 0.05% | 22,450 | 22,450 | — | $17.29万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $17.17万 | 0.04% | 10,481 | -361 | -3.3% | -$5,913 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.21万 | 0.02% | 10,657 | 0 | 0.0% | — | 不变 |
| 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 |