HF Advisory Group, LLC
Annapolis MD · SEC CIK 0001963169
$3.23亿2026Q2 申报市值
168持仓数
20.5%前十大占比 · 第一大 3.2%
7 / 6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
TMO 新建仓+$123.64万
V 加仓+$97.20万
AON 加仓+$96.16万
AMRZ 加仓+$86.81万
GIS 加仓+$84.50万
2026Q2 卖出最多 按季末市值估算
KMX 清仓-$193.01万
BAC 清仓-$108.93万
BNY 减仓-$70.42万
AMAT 减仓-$69.05万
TXN 减仓-$68.02万
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 |
|---|---|---|---|---|---|---|---|---|
| KMX | CARMAX INC | $0 | 0.00% | 0 | -46,418 | -100.0% | -$193.01万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -22,346 | -100.0% | -$108.93万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -7,859 | -100.0% | -$58.51万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,001 | -100.0% | -$40.65万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -976 | -100.0% | -$29.07万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,159 | -100.0% | -$23.99万 | 清仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $14.20万 | 0.04% | 19,779 | 726 | 3.8% | $5,213 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $19.27万 | 0.06% | 25,484 | 985 | 4.0% | $7,447 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.51万 | 0.06% | 353 | 353 | — | $20.51万 | 新建仓 |
| ICSH | ISHARES TR | $20.52万 | 0.06% | 4,056 | -83 | -2.0% | -$4,199 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $20.54万 | 0.06% | 18,425 | 1,145 | 6.6% | $1.28万 | 加仓 |
| TWLO | TWILIO INC | $22.14万 | 0.07% | 1,073 | 1,073 | — | $22.14万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $22.37万 | 0.07% | 859 | -140 | -14.0% | -$3.65万 | 减仓 |
| EMB | ISHARES TR | $24.28万 | 0.08% | 2,517 | 151 | 6.4% | $1.46万 | 加仓 |
| PFF | ISHARES TR | $24.87万 | 0.08% | 8,157 | 1,436 | 21.4% | $4.38万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $25.20万 | 0.08% | 3,286 | 55 | 1.7% | $4,218 | 加仓 |
| CLX | CLOROX CO DEL | $25.22万 | 0.08% | 2,642 | 576 | 27.9% | $5.50万 | 加仓 |
| AGGY | WISDOMTREE TR | $25.41万 | 0.08% | 5,844 | 268 | 4.8% | $1.17万 | 加仓 |
| HD | HOME DEPOT INC | $25.64万 | 0.08% | 727 | 62 | 9.3% | $2.19万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $28.34万 | 0.09% | 3,928 | 3,928 | — | $28.34万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $28.79万 | 0.09% | 12,189 | 845 | 7.4% | $2.00万 | 加仓 |
| XAR | SPDR SERIES TRUST | $28.82万 | 0.09% | 1,015 | 34 | 3.5% | $9,654 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $29.66万 | 0.09% | 3,541 | 14 | 0.4% | $1,173 | 加仓 |
| MMM | 3M CO | $29.88万 | 0.09% | 1,846 | 142 | 8.3% | $2.30万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $31.48万 | 0.10% | 1,270 | 60 | 5.0% | $1.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.64万 | 0.10% | 338 | 0 | 0.0% | — | 不变 |
| SPLB | SPDR SERIES TRUST | $34.54万 | 0.11% | 15,418 | 982 | 6.8% | $2.20万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $34.88万 | 0.11% | 25,438 | 1,589 | 6.7% | $2.18万 | 加仓 |
| D | DOMINION ENERGY INC | $35.02万 | 0.11% | 5,127 | 21 | 0.4% | $1,434 | 加仓 |
| SLYG | SPDR SERIES TRUST | $36.03万 | 0.11% | 3,024 | -298 | -9.0% | -$3.55万 | 减仓 |
| GCOW | PACER FDS TR | $39.55万 | 0.12% | 9,134 | 612 | 7.2% | $2.65万 | 加仓 |
| GSK | GSK PLC | $39.72万 | 0.12% | 7,578 | 259 | 3.5% | $1.36万 | 加仓 |
| KCE | SPDR SERIES TRUST | $40.06万 | 0.12% | 2,721 | -4 | -0.1% | -$589 | 减仓 |
| NFLT | ETFIS SER TR I | $40.07万 | 0.12% | 17,461 | 1,425 | 8.9% | $3.27万 | 加仓 |
| GOOGL | ALPHABET INC | $40.68万 | 0.13% | 1,139 | -3 | -0.3% | -$1,072 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $42.39万 | 0.13% | 3,614 | 132 | 3.8% | $1.55万 | 加仓 |
| SOXX | ISHARES TR | $43.70万 | 0.14% | 682 | -130 | -16.0% | -$8.33万 | 减仓 |
| F | FORD MTR CO | $46.11万 | 0.14% | 33,174 | 4,354 | 15.1% | $6.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $49.14万 | 0.15% | 1,441 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $51.88万 | 0.16% | 1,833 | 174 | 10.5% | $4.92万 | 加仓 |
| CAT | CATERPILLAR INC | $53.60万 | 0.17% | 503 | -55 | -9.9% | -$5.86万 | 减仓 |
| SYK | STRYKER CORPORATION | $54.07万 | 0.17% | 1,717 | 1,717 | — | $54.07万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $54.65万 | 0.17% | 11,958 | 194 | 1.6% | $8,866 | 加仓 |
| CVS | CVS HEALTH CORP | $54.70万 | 0.17% | 5,288 | 53 | 1.0% | $5,483 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $55.31万 | 0.17% | 9,563 | 82 | 0.9% | $4,743 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $56.13万 | 0.17% | 4,511 | 4,511 | — | $56.13万 | 新建仓 |
| SMH | VANECK ETF TRUST | $57.02万 | 0.18% | 870 | -178 | -17.0% | -$11.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $58.62万 | 0.18% | 1,150 | 154 | 15.5% | $7.85万 | 加仓 |
| VEEV | VEEVA SYS INC | $59.52万 | 0.18% | 3,354 | 623 | 22.8% | $11.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $59.81万 | 0.18% | 4,371 | -77 | -1.7% | -$1.05万 | 减仓 |
| USRT | ISHARES TR | $61.54万 | 0.19% | 9,260 | 479 | 5.5% | $3.18万 | 加仓 |
| VHT | VANGUARD WORLD FD | $63.24万 | 0.20% | 2,115 | 81 | 4.0% | $2.42万 | 加仓 |
| MAS | MASCO CORP | $64.72万 | 0.20% | 7,954 | -619 | -7.2% | -$5.04万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $65.49万 | 0.20% | 2,234 | -286 | -11.3% | -$8.38万 | 减仓 |
| BA | BOEING CO | $66.58万 | 0.21% | 3,076 | 105 | 3.5% | $2.27万 | 加仓 |
| ABNB | AIRBNB INC | $66.96万 | 0.21% | 4,679 | -316 | -6.3% | -$4.52万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $67.50万 | 0.21% | 2,550 | 218 | 9.3% | $5.77万 | 加仓 |
| ADSK | AUTODESK INC | $67.77万 | 0.21% | 3,486 | 103 | 3.0% | $2.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $69.21万 | 0.21% | 11,384 | 738 | 6.9% | $4.49万 | 加仓 |
| WELL | WELLTOWER INC | $70.04万 | 0.22% | 3,086 | -253 | -7.6% | -$5.74万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $73.64万 | 0.23% | 11,790 | 224 | 1.9% | $1.40万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $73.64万 | 0.23% | 5,093 | -4,870 | -48.9% | -$70.42万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.51万 | 0.24% | 6,215 | 6,215 | — | $76.51万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $78.65万 | 0.24% | 2,125 | 1,525 | 254.2% | $56.44万 | 重新持有 |
| KO | COCA COLA CO | $80.80万 | 0.25% | 9,943 | 567 | 6.0% | $4.61万 | 加仓 |
| WMB | WILLIAMS COS INC | $83.17万 | 0.26% | 11,188 | -1,126 | -9.1% | -$8.37万 | 减仓 |
| AMGN | AMGEN INC | $83.94万 | 0.26% | 2,318 | 214 | 10.2% | $7.75万 | 加仓 |
| QCOM | QUALCOMM INC | $87.03万 | 0.27% | 4,710 | -252 | -5.1% | -$4.66万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $90.68万 | 0.28% | 5,813 | 109 | 1.9% | $1.70万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $92.33万 | 0.29% | 4,673 | 37 | 0.8% | $7,310 | 加仓 |
| ECL | ECOLAB INC | $93.30万 | 0.29% | 3,349 | 343 | 11.4% | $9.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $94.65万 | 0.29% | 4,246 | 254 | 6.4% | $5.66万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $95.75万 | 0.30% | 9,751 | 1,258 | 14.8% | $12.35万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $96.67万 | 0.30% | 11,308 | 1,487 | 15.1% | $12.71万 | 加仓 |
| IYF | ISHARES TR | $97.61万 | 0.30% | 7,655 | 392 | 5.4% | $5.00万 | 加仓 |
| DIS | DISNEY WALT CO | $102.19万 | 0.32% | 10,617 | 314 | 3.0% | $3.02万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $103.89万 | 0.32% | 11,164 | 18 | 0.2% | $1,675 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $109.65万 | 0.34% | 8,343 | 1,768 | 26.9% | $23.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $109.77万 | 0.34% | 4,322 | 155 | 3.7% | $3.94万 | 加仓 |
| ADBE | ADOBE INC | $113.36万 | 0.35% | 5,529 | 794 | 16.8% | $16.28万 | 加仓 |
| AMRZ | AMRIZE LTD | $113.66万 | 0.35% | 21,325 | 16,287 | 323.3% | $86.81万 | 加仓 |
| — | WISDOMTREE TR | $114.03万 | 0.35% | 24,096 | 1,035 | 4.5% | $4.90万 | 加仓 |
| MCK | MCKESSON CORP | $114.58万 | 0.35% | 1,516 | -675 | -30.8% | -$51.02万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $115.78万 | 0.36% | 69,328 | 7,908 | 12.9% | $13.21万 | 加仓 |
| SBUX | STARBUCKS CORP | $116.13万 | 0.36% | 11,365 | -1,369 | -10.8% | -$13.99万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $118.22万 | 0.37% | 10,997 | 938 | 9.3% | $10.08万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $118.67万 | 0.37% | 5,000 | 77 | 1.6% | $1.83万 | 加仓 |
| OMC | OMNICOM GROUP INC | $118.70万 | 0.37% | 16,299 | 296 | 1.8% | $2.16万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $119.46万 | 0.37% | 7,591 | 398 | 5.5% | $6.26万 | 加仓 |
| AON | AON PLC | $120.67万 | 0.37% | 3,638 | 2,899 | 392.3% | $96.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $120.67万 | 0.37% | 2,349 | 43 | 1.9% | $2.21万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $123.64万 | 0.38% | 2,466 | 2,466 | — | $123.64万 | 新建仓 |
| QYLD | GLOBAL X FDS | $127.44万 | 0.39% | 69,146 | 2,481 | 3.7% | $4.57万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $131.08万 | 0.41% | 5,518 | 846 | 18.1% | $20.10万 | 加仓 |
| NVS | NOVARTIS AG | $134.01万 | 0.41% | 8,551 | -3,463 | -28.8% | -$54.27万 | 减仓 |
| DDWM | WISDOMTREE TR | $136.09万 | 0.42% | 29,470 | 938 | 3.3% | $4.33万 | 加仓 |
| ESGD | ISHARES TR | $140.09万 | 0.43% | 13,626 | 451 | 3.4% | $4.64万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $141.38万 | 0.44% | 17,847 | 233 | 1.3% | $1.85万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $147.01万 | 0.45% | 17,067 | -165 | -1.0% | -$1.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $148.01万 | 0.46% | 1,982 | 25 | 1.3% | $1.87万 | 加仓 |