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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,002.37万 | 15.01% | 76,581 | 2,870 | 3.9% | $187.47万 | 加仓 |
| IUSB | ISHARES TR | $1,527.20万 | 4.58% | 330,634 | 20,565 | 6.6% | $94.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,094.71万 | 3.29% | 62,770 | -239 | -0.4% | -$4.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $959.91万 | 2.88% | 14,760 | 667 | 4.7% | $43.38万 | 加仓 |
| IWR | ISHARES TR | $891.84万 | 2.68% | 91,725 | 580 | 0.6% | $5.64万 | 加仓 |
| ISTB | ISHARES TR | $784.70万 | 2.35% | 161,928 | -16,415 | -9.2% | -$79.55万 | 减仓 |
| AAPL | APPLE INC | $692.90万 | 2.08% | 27,302 | -246 | -0.9% | -$6.24万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $677.62万 | 2.03% | 291,826 | 4,608 | 1.6% | $10.70万 | 加仓 |
| IVE | ISHARES TR | $671.74万 | 2.02% | 31,813 | -1,506 | -4.5% | -$31.80万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $670.47万 | 2.01% | 68,478 | 2,071 | 3.1% | $20.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $644.38万 | 1.93% | 10,784 | 46 | 0.4% | $2.75万 | 加仓 |
| EFG | ISHARES TR | $624.10万 | 1.87% | 56,038 | 23,746 | 73.5% | $264.46万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $600.54万 | 1.80% | 225,684 | 11,944 | 5.6% | $31.78万 | 加仓 |
| IVW | ISHARES TR | $576.58万 | 1.73% | 50,975 | 3,967 | 8.4% | $44.87万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $564.48万 | 1.69% | 97,023 | -9,682 | -9.1% | -$56.33万 | 减仓 |
| IEMG | ISHARES INC | $538.12万 | 1.61% | 77,149 | -5,187 | -6.3% | -$36.18万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $487.04万 | 1.46% | 63,105 | 6,071 | 10.6% | $46.86万 | 加仓 |
| ITOT | ISHARES TR | $482.42万 | 1.45% | 33,871 | 292 | 0.9% | $4.16万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $468.25万 | 1.41% | 22,977 | 760 | 3.4% | $15.49万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $467.16万 | 1.40% | 60,584 | 1,295 | 2.2% | $9.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $417.71万 | 1.25% | 11,284 | -176 | -1.5% | -$6.52万 | 减仓 |
| GOVT | ISHARES TR | $405.08万 | 1.22% | 176,815 | 126,029 | 248.2% | $288.73万 | 加仓 |
| EFV | ISHARES TR | $404.56万 | 1.21% | 54,413 | 1,907 | 3.6% | $14.18万 | 加仓 |
| DGRW | WISDOMTREE TR | $345.85万 | 1.04% | 39,373 | 2,153 | 5.8% | $18.91万 | 加仓 |
| MBB | ISHARES TR | $326.56万 | 0.98% | 34,393 | 3,891 | 12.8% | $36.95万 | 加仓 |
| TLH | ISHARES TR | $315.30万 | 0.95% | 31,305 | 3,777 | 13.7% | $38.04万 | 加仓 |
| AGG | ISHARES TR | $285.20万 | 0.86% | 28,730 | 1,225 | 4.5% | $12.16万 | 加仓 |
| QUAL | ISHARES TR | $271.70万 | 0.82% | 14,165 | 476 | 3.5% | $9.13万 | 加仓 |
| GOOGL | ALPHABET INC | $266.08万 | 0.80% | 9,253 | -132 | -1.4% | -$3.80万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $240.91万 | 0.72% | 73,113 | 8,086 | 12.4% | $26.64万 | 加仓 |
| AMZN | AMAZON COM INC | $240.09万 | 0.72% | 11,528 | -128 | -1.1% | -$2.67万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $233.52万 | 0.70% | 64,472 | 5,360 | 9.1% | $19.41万 | 加仓 |
| AVGO | BROADCOM INC | $229.53万 | 0.69% | 7,416 | -95 | -1.3% | -$2.94万 | 减仓 |
| MTUM | ISHARES TR | $228.06万 | 0.68% | 9,503 | 480 | 5.3% | $11.52万 | 加仓 |
| — | INVESCO QQQ TR | $226.63万 | 0.68% | 3,927 | 3,927 | — | $226.63万 | 新建仓 |
| IAGG | ISHARES TR | $220.45万 | 0.66% | 44,054 | 6,981 | 18.8% | $34.93万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $183.85万 | 0.55% | 44,776 | 44,776 | — | $183.85万 | 新建仓 |
| META | META PLATFORMS INC | $183.08万 | 0.55% | 3,200 | -28 | -0.9% | -$1.60万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $179.72万 | 0.54% | 34,608 | -8,184 | -19.1% | -$42.50万 | 减仓 |
| TLT | ISHARES TR | $173.50万 | 0.52% | 20,014 | -496 | -2.4% | -$4.30万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $172.38万 | 0.52% | 52,682 | 52,682 | — | $172.38万 | 新建仓 |
| IWB | ISHARES TR | $170.54万 | 0.51% | 4,783 | -551 | -10.3% | -$19.65万 | 减仓 |
| IEFA | ISHARES TR | $164.96万 | 0.50% | 18,222 | -248 | -1.3% | -$2.25万 | 减仓 |
| OEF | ISHARES TR | $155.15万 | 0.47% | 4,878 | -10,131 | -67.5% | -$322.24万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $151.02万 | 0.45% | 33,104 | 14,201 | 75.1% | $64.78万 | 加仓 |
| TSLA | TESLA INC | $149.27万 | 0.45% | 4,015 | -188 | -4.5% | -$6.99万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.57万 | 0.44% | 1,481 | 19 | 1.3% | $1.89万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $133.32万 | 0.40% | 26,724 | 2,215 | 9.0% | $11.05万 | 加仓 |
| GOOG | ALPHABET INC | $132.96万 | 0.40% | 4,635 | 183 | 4.1% | $5.25万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $132.25万 | 0.40% | 11,286 | 3,354 | 42.3% | $39.30万 | 加仓 |
| PHYL | PGIM ETF TR | $129.49万 | 0.39% | 37,391 | 15,307 | 69.3% | $53.01万 | 加仓 |
| ESGU | ISHARES TR | $129.10万 | 0.39% | 9,129 | -6,103 | -40.1% | -$86.31万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $126.64万 | 0.38% | 6,455 | -687 | -9.6% | -$13.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.10万 | 0.38% | 5,202 | 5 | 0.1% | $1,212 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $124.47万 | 0.37% | 66,634 | -1,802 | -2.6% | -$3.37万 | 减仓 |
| EEM | ISHARES TR | $122.38万 | 0.37% | 21,550 | -12 | -0.1% | -$681 | 减仓 |
| — | EXXON MOBIL CORP | $118.86万 | 0.36% | 7,006 | -67 | -0.9% | -$1.14万 | 减仓 |
| LLY | ELI LILLY & CO | $114.96万 | 0.35% | 1,250 | -31 | -2.4% | -$2.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $112.95万 | 0.34% | 3,840 | -99 | -2.5% | -$2.91万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $106.85万 | 0.32% | 25,307 | -5,805 | -18.7% | -$24.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $105.47万 | 0.32% | 2,415 | -298 | -11.0% | -$13.01万 | 减仓 |
| NFLX | NETFLIX INC. | $104.53万 | 0.31% | 10,872 | -49 | -0.4% | -$4,711 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $104.00万 | 0.31% | 20,717 | -411 | -1.9% | -$2.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $99.08万 | 0.30% | 3,088 | 25 | 0.8% | $8,021 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $96.42万 | 0.29% | 2,012 | -31 | -1.5% | -$1.49万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $92.32万 | 0.28% | 4,321 | -131 | -2.9% | -$2.80万 | 减仓 |
| SUSC | ISHARES TR | $82.99万 | 0.25% | 35,868 | 5,947 | 19.9% | $13.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $81.24万 | 0.24% | 1,626 | -41 | -2.5% | -$2.05万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $81.04万 | 0.24% | 16,121 | 16,121 | — | $81.04万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $79.52万 | 0.24% | 3,253 | 356 | 12.3% | $8.70万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $79.41万 | 0.24% | 9,855 | 325 | 3.4% | $2.62万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $77.78万 | 0.23% | 11,089 | 1,038 | 10.3% | $7.28万 | 加仓 |
| VGT | VANGUARD WORLD FD | $77.66万 | 0.23% | 1,113 | -319 | -22.3% | -$22.26万 | 减仓 |
| IAU | ISHARES GOLD TR | $77.46万 | 0.23% | 8,786 | -13,268 | -60.2% | -$116.97万 | 减仓 |
| BLK | BLACKROCK INC | $77.03万 | 0.23% | 801 | -36 | -4.3% | -$3.46万 | 减仓 |
| IUSG | ISHARES TR | $76.45万 | 0.23% | 4,929 | 136 | 2.8% | $2.11万 | 加仓 |
| IUSV | ISHARES TR | $75.09万 | 0.23% | 7,344 | 170 | 2.4% | $1.74万 | 加仓 |
| IJH | ISHARES TR | $73.45万 | 0.22% | 10,876 | -717 | -6.2% | -$4.84万 | 减仓 |
| AMAT | APPLIED MATLS INC | $73.11万 | 0.22% | 2,139 | -69 | -3.1% | -$2.36万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $71.57万 | 0.21% | 11,466 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $71.01万 | 0.21% | 25,287 | 974 | 4.0% | $2.73万 | 加仓 |
| IGIB | ISHARES TR | $69.53万 | 0.21% | 13,066 | 834 | 6.8% | $4.44万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $69.38万 | 0.21% | 19,526 | -4,244 | -17.9% | -$15.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $68.04万 | 0.20% | 9,240 | 3,858 | 71.7% | $28.41万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $67.15万 | 0.20% | 8,335 | 833 | 11.1% | $6.71万 | 加仓 |
| EAGG | ISHARES TR | $66.82万 | 0.20% | 14,053 | 2,533 | 22.0% | $12.04万 | 加仓 |
| IJR | ISHARES TR | $66.42万 | 0.20% | 5,343 | -3 | -0.1% | -$373 | 减仓 |
| WMT | WALMART INC | $66.20万 | 0.20% | 5,327 | -6 | -0.1% | -$746 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $65.78万 | 0.20% | 2,292 | -4 | -0.2% | -$1,148 | 减仓 |
| IYW | ISHARES TR | $63.93万 | 0.19% | 3,524 | -337 | -8.7% | -$6.11万 | 减仓 |
| SYK | STRYKER CORPORATION | $63.84万 | 0.19% | 1,943 | -11 | -0.6% | -$3,614 | 减仓 |
| CSCO | CISCO SYS INC | $62.75万 | 0.19% | 8,087 | -64 | -0.8% | -$4,966 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $62.73万 | 0.19% | 3,087 | 30 | 1.0% | $6,096 | 加仓 |
| VBR | VANGUARD INDEX FDS | $61.43万 | 0.18% | 2,828 | -141 | -4.7% | -$3.06万 | 减仓 |
| HD | HOME DEPOT INC | $60.98万 | 0.18% | 1,854 | -5 | -0.3% | -$1,644 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.21万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $60.08万 | 0.18% | 2,743 | 4 | 0.1% | $876 | 加仓 |
| IVLU | ISHARES TR | $59.20万 | 0.18% | 14,920 | -1,469 | -9.0% | -$5.83万 | 减仓 |
| IWO | ISHARES TR | $58.79万 | 0.18% | 1,873 | -14 | -0.7% | -$4,394 | 减仓 |
| SPGI | S&P GLOBAL INC | $58.48万 | 0.18% | 1,375 | -133 | -8.8% | -$5.66万 | 减仓 |