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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $148.60万 | 0.46% | 27,413 | 220 | 0.8% | $1.19万 | 加仓 |
| IMCG | ISHARES TR | $149.99万 | 0.46% | 15,258 | 92 | 0.6% | $9,044 | 加仓 |
| SNY | SANOFI SA | $159.08万 | 0.49% | 37,289 | -2,842 | -7.1% | -$12.12万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $161.26万 | 0.50% | 55,036 | 1,242 | 2.3% | $3.64万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $166.26万 | 0.51% | 17,529 | 59 | 0.3% | $5,596 | 加仓 |
| CRM | SALESFORCE INC | $166.80万 | 0.52% | 10,647 | 1,238 | 13.2% | $19.39万 | 加仓 |
| USFR | WISDOMTREE TR | $168.97万 | 0.52% | 33,560 | 1,199 | 3.7% | $6.04万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $170.41万 | 0.53% | 66,776 | 3,014 | 4.7% | $7.69万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $171.82万 | 0.53% | 69,989 | 4,613 | 7.1% | $11.32万 | 加仓 |
| SMMD | ISHARES TR | $174.44万 | 0.54% | 19,037 | -260 | -1.3% | -$2.38万 | 减仓 |
| MDT | MEDTRONIC PLC | $175.33万 | 0.54% | 22,412 | 3,795 | 20.4% | $29.69万 | 加仓 |
| IQV | IQVIA HLDGS INC | $175.73万 | 0.54% | 9,095 | 1,861 | 25.7% | $35.96万 | 加仓 |
| ORCL | ORACLE CORP | $176.82万 | 0.55% | 12,066 | -279 | -2.3% | -$4.09万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $181.58万 | 0.56% | 12,693 | 806 | 6.8% | $11.53万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $187.62万 | 0.58% | 12,398 | 2,732 | 28.3% | $41.34万 | 加仓 |
| COWZ | PACER FDS TR | $188.37万 | 0.58% | 30,285 | 829 | 2.8% | $5.16万 | 加仓 |
| ADI | ANALOG DEVICES INC | $205.60万 | 0.64% | 5,176 | -1,169 | -18.4% | -$46.43万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $210.28万 | 0.65% | 5,674 | 204 | 3.7% | $7.56万 | 加仓 |
| TSLA | TESLA INC | $211.44万 | 0.65% | 5,027 | 30 | 0.6% | $1.26万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $230.15万 | 0.71% | 25,543 | 196 | 0.8% | $1.77万 | 加仓 |
| COP | CONOCOPHILLIPS | $233.74万 | 0.72% | 22,484 | -2,996 | -11.8% | -$31.15万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $239.20万 | 0.74% | 6,753 | 381 | 6.0% | $13.50万 | 加仓 |
| PFE | PFIZER INC | $246.53万 | 0.76% | 102,378 | 8,364 | 8.9% | $20.14万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $259.92万 | 0.80% | 445,833 | 57,457 | 14.8% | $33.50万 | 加仓 |
| UL | UNILEVER PLC | $260.79万 | 0.81% | 43,377 | 7,577 | 21.2% | $45.55万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $262.27万 | 0.81% | 6,781 | -306 | -4.3% | -$11.84万 | 减仓 |
| DON | WISDOMTREE TR | $264.38万 | 0.82% | 46,776 | 982 | 2.1% | $5.55万 | 加仓 |
| LLY | ELI LILLY & CO | $269.47万 | 0.83% | 2,246 | 278 | 14.1% | $33.35万 | 加仓 |
| T | AT&T INC | $273.26万 | 0.84% | 132,008 | 15,133 | 12.9% | $31.33万 | 加仓 |
| VGT | VANGUARD WORLD FD | $275.56万 | 0.85% | 23,056 | -168 | -0.7% | -$2.01万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $279.13万 | 0.86% | 130,432 | 10,942 | 9.2% | $23.42万 | 加仓 |
| GIS | GENERAL MILLS INC | $290.01万 | 0.90% | 83,336 | 24,281 | 41.1% | $84.50万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $291.12万 | 0.90% | 220,130 | 9,677 | 4.6% | $12.80万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $296.43万 | 0.92% | 23,463 | 2,544 | 12.2% | $32.14万 | 加仓 |
| TXN | TEXAS INSTRS INC | $297.34万 | 0.92% | 9,976 | -2,282 | -18.6% | -$68.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $301.74万 | 0.93% | 15,080 | 12 | 0.1% | $2,401 | 加仓 |
| AAPL | APPLE INC | $304.56万 | 0.94% | 10,525 | -271 | -2.5% | -$7.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $309.08万 | 0.96% | 42,957 | 1,506 | 3.6% | $10.84万 | 加仓 |
| NI | NISOURCE INC | $330.15万 | 1.02% | 69,432 | 4,312 | 6.6% | $20.50万 | 加仓 |
| ESGU | ISHARES TR | $335.28万 | 1.04% | 20,485 | 430 | 2.1% | $7.04万 | 加仓 |
| TFC | TRUIST FINL CORP | $336.13万 | 1.04% | 67,468 | 5,242 | 8.4% | $26.12万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $340.37万 | 1.05% | 55,111 | 4,087 | 8.0% | $25.24万 | 加仓 |
| — | EXXON MOBIL CORP | $347.00万 | 1.07% | 25,380 | -504 | -1.9% | -$6.89万 | 减仓 |
| PEP | PEPSICO INC | $349.95万 | 1.08% | 25,846 | 2,229 | 9.4% | $30.18万 | 加仓 |
| MGC | VANGUARD WORLD FD | $372.04万 | 1.15% | 13,596 | -37 | -0.3% | -$1.01万 | 减仓 |
| SHEL | SHELL PLC | $373.06万 | 1.15% | 48,113 | -922 | -1.9% | -$7.15万 | 减仓 |
| CWB | SPDR SERIES TRUST | $375.12万 | 1.16% | 34,791 | 682 | 2.0% | $7.35万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $380.72万 | 1.18% | 41,262 | 2,890 | 7.5% | $26.67万 | 加仓 |
| KRC | KILROY REALTY CORP | $385.17万 | 1.19% | 102,793 | 5,041 | 5.2% | $18.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $385.38万 | 1.19% | 8,069 | -1,197 | -12.9% | -$57.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $386.86万 | 1.20% | 21,384 | 210 | 1.0% | $3.80万 | 加仓 |
| V | VISA INC | $392.26万 | 1.21% | 11,433 | 2,833 | 32.9% | $97.20万 | 加仓 |
| RTX | RTX CORPORATION | $392.97万 | 1.21% | 20,712 | 2,720 | 15.1% | $51.61万 | 加仓 |
| META | META PLATFORMS INC | $398.82万 | 1.23% | 7,080 | 197 | 2.9% | $11.10万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $408.33万 | 1.26% | 22,909 | 3,209 | 16.3% | $57.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $416.61万 | 1.29% | 5,657 | -5 | -0.1% | -$3,682 | 减仓 |
| SO | SOUTHERN CO | $428.77万 | 1.33% | 44,799 | 2,736 | 6.5% | $26.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $446.68万 | 1.38% | 6,178 | -955 | -13.4% | -$69.05万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $464.79万 | 1.44% | 52,889 | 429 | 0.8% | $3.77万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $485.40万 | 1.50% | 149,640 | 11,951 | 8.7% | $38.77万 | 加仓 |
| KVUE | KENVUE INC | $496.14万 | 1.53% | 259,626 | 20,080 | 8.4% | $38.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $496.59万 | 1.54% | 9,924 | 123 | 1.3% | $6.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $503.14万 | 1.56% | 60,883 | 6,252 | 11.4% | $51.67万 | 加仓 |
| AMZN | AMAZON COM INC | $503.30万 | 1.56% | 21,117 | -1,573 | -6.9% | -$37.49万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $514.21万 | 1.59% | 211,872 | -16,174 | -7.1% | -$39.25万 | 减仓 |
| TRP | TC ENERGY CORP | $541.33万 | 1.67% | 81,661 | -2,007 | -2.4% | -$13.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $568.80万 | 1.76% | 17,377 | -746 | -4.1% | -$24.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $584.18万 | 1.81% | 137,974 | 8,511 | 6.6% | $36.04万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $593.55万 | 1.83% | 253,222 | 24,023 | 10.5% | $56.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $642.97万 | 1.99% | 17,237 | 743 | 4.5% | $27.72万 | 加仓 |
| GOOG | ALPHABET INC | $659.19万 | 2.04% | 18,657 | -1,778 | -8.7% | -$62.82万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $687.59万 | 2.13% | 37,892 | 2,924 | 8.4% | $53.06万 | 加仓 |
| FALN | ISHARES TR | $801.15万 | 2.48% | 294,108 | 25,308 | 9.4% | $68.94万 | 加仓 |
| DGRO | ISHARES TR | $1,034.32万 | 3.20% | 136,472 | 5,620 | 4.3% | $42.59万 | 加仓 |