HF Advisory Group, LLC
Annapolis MD · SEC CIK 0001963169
$2.93亿2026Q1 申报市值
166持仓数
21.3%前十大占比 · 第一大 3.1%
7 / 8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
MSFT 加仓+$127.78万
FERG 新建仓+$114.83万
KRC 加仓+$78.49万
ORCL 加仓+$76.95万
SO 加仓+$62.85万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$113.05万
EBAY 清仓-$101.63万
AMAT 减仓-$89.72万
PM 减仓-$59.92万
SILA REALTY TRUS 清仓-$55.00万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $918.32万 | 3.13% | 130,852 | 4,197 | 3.3% | $29.45万 | 加仓 |
| FALN | ISHARES TR | $718.23万 | 2.45% | 268,800 | 23,217 | 9.5% | $62.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $649.90万 | 2.21% | 129,463 | 4,138 | 3.3% | $20.77万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $622.77万 | 2.12% | 34,968 | 596 | 1.7% | $10.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $610.55万 | 2.08% | 16,494 | 3,452 | 26.5% | $127.78万 | 加仓 |
| GOOG | ALPHABET INC | $586.18万 | 2.00% | 20,435 | -3,941 | -16.2% | -$113.05万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $553.70万 | 1.89% | 228,046 | 2,495 | 1.1% | $6.06万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $534.49万 | 1.82% | 229,199 | 19,729 | 9.4% | $46.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $533.11万 | 1.82% | 18,123 | 1,217 | 7.2% | $35.80万 | 加仓 |
| TRP | TC ENERGY CORP | $523.76万 | 1.78% | 83,668 | 4,480 | 5.7% | $28.04万 | 加仓 |
| AMZN | AMAZON COM INC | $472.56万 | 1.61% | 22,690 | 2,406 | 11.9% | $50.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $469.66万 | 1.60% | 9,801 | 944 | 10.7% | $45.24万 | 加仓 |
| SHEL | SHELL PLC | $456.02万 | 1.55% | 49,035 | 3,084 | 6.7% | $28.68万 | 加仓 |
| — | EXXON MOBIL CORP | $439.15万 | 1.50% | 25,884 | -1,763 | -6.4% | -$29.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $434.92万 | 1.48% | 54,631 | -319 | -0.6% | -$2.54万 | 减仓 |
| CAPE | DOUBLELINE ETF TRUST | $424.81万 | 1.45% | 137,689 | 10,336 | 8.1% | $31.89万 | 加仓 |
| KVUE | KENVUE INC | $412.98万 | 1.41% | 239,546 | 9,388 | 4.1% | $16.18万 | 加仓 |
| SO | SOUTHERN CO | $405.99万 | 1.38% | 42,063 | 6,512 | 18.3% | $62.85万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $401.53万 | 1.37% | 52,460 | -71 | -0.1% | -$5,434 | 减仓 |
| META | META PLATFORMS INC | $393.80万 | 1.34% | 6,883 | 742 | 12.1% | $42.45万 | 加仓 |
| PEP | PEPSICO INC | $366.74万 | 1.25% | 23,617 | 2,414 | 11.4% | $37.49万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $360.62万 | 1.23% | 38,372 | 771 | 2.1% | $7.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $350.09万 | 1.19% | 21,174 | -3,624 | -14.6% | -$59.92万 | 减仓 |
| RTX | RTX CORPORATION | $347.07万 | 1.18% | 17,992 | 552 | 3.2% | $10.65万 | 加仓 |
| T | AT&T INC | $338.82万 | 1.15% | 116,875 | 10,360 | 9.7% | $30.03万 | 加仓 |
| COP | CONOCOPHILLIPS | $336.34万 | 1.15% | 25,480 | -244 | -0.9% | -$3.22万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $331.98万 | 1.13% | 788 | 66 | 9.1% | $27.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $326.83万 | 1.11% | 5,662 | -67 | -1.2% | -$3.87万 | 减仓 |
| MGC | VANGUARD WORLD FD | $322.22万 | 1.10% | 13,633 | -183 | -1.3% | -$4.33万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $316.10万 | 1.08% | 210,453 | -13,259 | -5.9% | -$19.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $313.17万 | 1.07% | 9,266 | -748 | -7.5% | -$25.28万 | 减仓 |
| CWB | SPDR SERIES TRUST | $312.17万 | 1.06% | 34,109 | 1,042 | 3.2% | $9.54万 | 加仓 |
| NI | NISOURCE INC | $303.85万 | 1.04% | 65,120 | 5,839 | 9.8% | $27.24万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $298.34万 | 1.02% | 51,024 | 2,970 | 6.2% | $17.37万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $291.54万 | 0.99% | 20,919 | 343 | 1.7% | $4.78万 | 加仓 |
| TFC | TRUIST FINL CORP | $286.06万 | 0.97% | 62,226 | -54 | -0.1% | -$2,482 | 减仓 |
| ESGU | ISHARES TR | $283.62万 | 0.97% | 20,055 | -306 | -1.5% | -$4.33万 | 减仓 |
| KRC | KILROY REALTY CORP | $275.76万 | 0.94% | 97,752 | 27,823 | 39.8% | $78.49万 | 加仓 |
| AAPL | APPLE INC | $273.99万 | 0.93% | 10,796 | -95 | -0.9% | -$2.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $273.54万 | 0.93% | 41,451 | 3,798 | 10.1% | $25.06万 | 加仓 |
| PFE | PFIZER INC | $263.99万 | 0.90% | 94,014 | 4,868 | 5.5% | $13.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $262.78万 | 0.90% | 15,068 | -288 | -1.9% | -$5.02万 | 减仓 |
| V | VISA INC | $259.91万 | 0.89% | 8,600 | 372 | 4.5% | $11.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $243.80万 | 0.83% | 7,133 | -2,625 | -26.9% | -$89.72万 | 减仓 |
| DON | WISDOMTREE TR | $240.60万 | 0.82% | 45,794 | 3,490 | 8.2% | $18.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $237.96万 | 0.81% | 12,258 | -231 | -1.8% | -$4.48万 | 减仓 |
| GIS | GENERAL MILLS INC | $219.80万 | 0.75% | 59,055 | 10,479 | 21.6% | $39.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $218.70万 | 0.75% | 6,372 | 493 | 8.4% | $16.92万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $207.48万 | 0.71% | 7,087 | 320 | 4.7% | $9.37万 | 加仓 |
| UL | UNILEVER PLC | $203.95万 | 0.70% | 35,800 | 4,565 | 14.6% | $26.01万 | 加仓 |
| VGT | VANGUARD WORLD FD | $202.50万 | 0.69% | 2,903 | -188 | -6.1% | -$13.11万 | 减仓 |
| ADI | ANALOG DEVICES INC | $201.87万 | 0.69% | 6,345 | -508 | -7.4% | -$16.16万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $196.32万 | 0.67% | 119,490 | 25,747 | 27.5% | $42.30万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $195.35万 | 0.67% | 388,376 | -32,840 | -7.8% | -$16.52万 | 减仓 |
| SNY | SANOFI SA | $193.35万 | 0.66% | 40,131 | 6,984 | 21.1% | $33.65万 | 加仓 |
| KMX | CARMAX INC | $193.01万 | 0.66% | 46,418 | 326 | 0.7% | $1.36万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $190.58万 | 0.65% | 25,347 | 514 | 2.1% | $3.86万 | 加仓 |
| MCK | MCKESSON CORP | $189.66万 | 0.65% | 2,191 | 121 | 5.8% | $10.47万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $187.70万 | 0.64% | 65,376 | 8,845 | 15.6% | $25.39万 | 加仓 |
| TSLA | TESLA INC | $185.76万 | 0.63% | 4,997 | -70 | -1.4% | -$2.60万 | 减仓 |
| COWZ | PACER FDS TR | $184.27万 | 0.63% | 29,456 | 1,701 | 6.1% | $10.64万 | 加仓 |
| NVS | NOVARTIS AG | $183.51万 | 0.63% | 12,014 | 113 | 0.9% | $1.73万 | 加仓 |
| ORCL | ORACLE CORP | $181.61万 | 0.62% | 12,345 | 5,231 | 73.5% | $76.95万 | 加仓 |
| LLY | ELI LILLY & CO | $180.98万 | 0.62% | 1,968 | -57 | -2.8% | -$5.24万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $178.91万 | 0.61% | 5,470 | 5 | 0.1% | $1,635 | 加仓 |
| CRM | SALESFORCE INC | $175.64万 | 0.60% | 9,409 | 2,108 | 28.9% | $39.35万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $163.36万 | 0.56% | 63,762 | 5,571 | 9.6% | $14.27万 | 加仓 |
| USFR | WISDOMTREE TR | $162.90万 | 0.56% | 32,361 | 2,013 | 6.6% | $10.13万 | 加仓 |
| MDT | MEDTRONIC PLC | $161.32万 | 0.55% | 18,617 | 2,010 | 12.1% | $17.42万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $159.49万 | 0.54% | 11,887 | -1,201 | -9.2% | -$16.11万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $151.98万 | 0.52% | 9,666 | 3,996 | 70.5% | $62.83万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $148.76万 | 0.51% | 17,470 | 1,247 | 7.7% | $10.62万 | 加仓 |
| SMMD | ISHARES TR | $147.34万 | 0.50% | 19,297 | -258 | -1.3% | -$1.97万 | 减仓 |
| ENB | ENBRIDGE INC | $147.22万 | 0.50% | 27,193 | 329 | 1.2% | $1.78万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $144.76万 | 0.49% | 53,794 | 5,025 | 10.3% | $13.52万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $127.79万 | 0.44% | 17,614 | 1,522 | 9.5% | $11.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $127.28万 | 0.43% | 1,957 | -26 | -1.3% | -$1.69万 | 减仓 |
| ESGD | ISHARES TR | $125.98万 | 0.43% | 13,175 | 408 | 3.2% | $3.90万 | 加仓 |
| DDWM | WISDOMTREE TR | $125.85万 | 0.43% | 28,532 | 1,220 | 4.5% | $5.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $125.42万 | 0.43% | 2,872 | 65 | 2.3% | $2.84万 | 加仓 |
| IQV | IQVIA HLDGS INC | $123.37万 | 0.42% | 7,234 | -916 | -11.2% | -$15.62万 | 减仓 |
| OMC | OMNICOM GROUP INC | $120.52万 | 0.41% | 16,003 | 1,942 | 13.8% | $14.62万 | 加仓 |
| IMCG | ISHARES TR | $119.47万 | 0.41% | 15,166 | -414 | -2.7% | -$3.26万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $118.19万 | 0.40% | 9,963 | -395 | -3.8% | -$4.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $115.22万 | 0.39% | 2,306 | -245 | -9.6% | -$12.24万 | 减仓 |
| ADBE | ADOBE INC | $115.10万 | 0.39% | 4,735 | 828 | 21.2% | $20.13万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $114.83万 | 0.39% | 4,923 | 4,923 | — | $114.83万 | 新建仓 |
| QYLD | GLOBAL X FDS | $114.33万 | 0.39% | 66,665 | -216 | -0.3% | -$3,704 | 减仓 |
| SBUX | STARBUCKS CORP | $114.09万 | 0.39% | 12,734 | -1,895 | -13.0% | -$16.98万 | 减仓 |
| — | WISDOMTREE TR | $109.72万 | 0.37% | 23,061 | 1,020 | 4.6% | $4.85万 | 加仓 |
| BAC | BANK AMERICA CORP | $108.93万 | 0.37% | 22,346 | -1,520 | -6.4% | -$7.41万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $105.09万 | 0.36% | 61,420 | 1,990 | 3.3% | $3.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $101.86万 | 0.35% | 4,167 | -431 | -9.4% | -$10.54万 | 减仓 |
| DIS | DISNEY WALT CO | $99.30万 | 0.34% | 10,303 | -590 | -5.4% | -$5.69万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $98.96万 | 0.34% | 10,059 | -261 | -2.5% | -$2.57万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $98.73万 | 0.34% | 4,672 | -555 | -10.6% | -$11.73万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $98.60万 | 0.34% | 7,193 | -816 | -10.2% | -$11.19万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $93.92万 | 0.32% | 6,575 | 2,677 | 68.7% | $38.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $91.74万 | 0.31% | 3,992 | 78 | 2.0% | $1.79万 | 加仓 |
| WMB | WILLIAMS COS INC | $89.62万 | 0.31% | 12,314 | -64 | -0.5% | -$4,658 | 减仓 |