HOGE FINANCIAL SERVICES, LLC
CANONSBURG PA · SEC CIK 0001989834
$1.87亿2026Q1 申报市值
72持仓数
76.0%前十大占比 · 第一大 21.5%
5 / 1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
BIV 加仓+$546.74万
FLOT 加仓+$92.76万
IFRA 加仓+$69.80万
MSFT 加仓+$53.76万
MUB 加仓+$32.97万
2026Q1 卖出最多 按季末市值估算
IGF 减仓-$95.39万
VT 减仓-$90.87万
IWB 减仓-$82.01万
EFA 减仓-$63.42万
EEM 减仓-$29.59万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $4,014.65万 | 21.49% | 112,594 | -2,300 | -2.0% | -$82.01万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,748.44万 | 14.71% | 356,107 | 70,839 | 24.8% | $546.74万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,757.75万 | 9.41% | 127,050 | -6,568 | -4.9% | -$90.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,316.21万 | 7.05% | 67,085 | 611 | 0.9% | $11.99万 | 加仓 |
| FLOT | ISHARES TR | $1,081.54万 | 5.79% | 212,275 | 18,206 | 9.4% | $92.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,064.56万 | 5.70% | 40,644 | -786 | -1.9% | -$20.59万 | 减仓 |
| EFA | ISHARES TR | $1,059.52万 | 5.67% | 109,083 | -6,529 | -5.6% | -$63.42万 | 减仓 |
| EEM | ISHARES TR | $462.10万 | 2.47% | 81,369 | -5,211 | -6.0% | -$29.59万 | 减仓 |
| IFRA | ISHARES TR | $376.82万 | 2.02% | 65,877 | 12,203 | 22.7% | $69.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $323.90万 | 1.73% | 18,567 | 628 | 3.5% | $10.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $306.00万 | 1.64% | 7,006 | 67 | 1.0% | $2.93万 | 加仓 |
| MUB | ISHARES TR | $282.92万 | 1.51% | 26,653 | 3,106 | 13.2% | $32.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $264.41万 | 1.42% | 7,122 | 1,448 | 25.5% | $53.76万 | 加仓 |
| IDEV | ISHARES TR | $251.64万 | 1.35% | 30,111 | -801 | -2.6% | -$6.69万 | 减仓 |
| QCOM | QUALCOMM INC | $218.73万 | 1.17% | 16,977 | -185 | -1.1% | -$2.38万 | 减仓 |
| META | META PLATFORMS INC | $195.93万 | 1.05% | 3,433 | -57 | -1.6% | -$3.25万 | 减仓 |
| AAPL | APPLE INC | $190.33万 | 1.02% | 7,539 | 354 | 4.9% | $8.94万 | 加仓 |
| IGF | ISHARES TR | $119.84万 | 0.64% | 17,886 | -14,238 | -44.3% | -$95.39万 | 减仓 |
| GOOGL | ALPHABET INC | $114.40万 | 0.61% | 3,973 | 234 | 6.3% | $6.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $109.97万 | 0.59% | 5,062 | 139 | 2.8% | $3.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.26万 | 0.54% | 2,967 | 3 | 0.1% | $1,014 | 加仓 |
| AMZN | AMAZON COM INC | $99.24万 | 0.53% | 4,758 | 5 | 0.1% | $1,043 | 加仓 |
| — | EXXON MOBIL CORP | $98.23万 | 0.53% | 5,790 | -56 | -1.0% | -$9,501 | 减仓 |
| VOO | VANGUARD INDEX FDS | $94.61万 | 0.51% | 1,583 | 348 | 28.2% | $20.80万 | 加仓 |
| IWD | ISHARES TR | $93.33万 | 0.50% | 4,368 | 17 | 0.4% | $3,632 | 加仓 |
| MFC | MANULIFE FINL CORP | $92.12万 | 0.49% | 26,747 | -5,228 | -16.4% | -$18.00万 | 减仓 |
| AGG | ISHARES TR | $90.95万 | 0.49% | 9,162 | 641 | 7.5% | $6.36万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $90.02万 | 0.48% | 3,130 | 282 | 9.9% | $8.11万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $79.38万 | 0.42% | 2,212 | 10 | 0.5% | $3,589 | 加仓 |
| VBK | VANGUARD INDEX FDS | $74.15万 | 0.40% | 2,453 | -35 | -1.4% | -$1.06万 | 减仓 |
| IEMG | ISHARES INC | $64.39万 | 0.34% | 9,232 | -84 | -0.9% | -$5,859 | 减仓 |
| AVGO | BROADCOM INC | $59.29万 | 0.32% | 1,912 | -28 | -1.4% | -$8,683 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.06万 | 0.32% | 908 | -6 | -0.7% | -$3,903 | 减仓 |
| VDE | VANGUARD WORLD FD | $58.83万 | 0.31% | 3,400 | -916 | -21.2% | -$15.85万 | 减仓 |
| MVBF | MVB FINL CORP | $58.65万 | 0.31% | 23,622 | -9,659 | -29.0% | -$23.98万 | 减仓 |
| MCD | MCDONALDS CORP | $58.01万 | 0.31% | 1,867 | -107 | -5.4% | -$3.32万 | 减仓 |
| PEP | PEPSICO INC | $56.70万 | 0.30% | 3,651 | -374 | -9.3% | -$5.81万 | 减仓 |
| LLY | ELI LILLY &CO | $47.77万 | 0.26% | 526 | 11 | 2.1% | $9,990 | 加仓 |
| WMT | WALMART INC | $47.45万 | 0.25% | 3,818 | -269 | -6.6% | -$3.34万 | 减仓 |
| GLD | SPDR GOLD TR | $45.05万 | 0.24% | 1,047 | 170 | 19.4% | $7.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.03万 | 0.23% | 885 | 36 | 4.2% | $1.75万 | 加仓 |
| TSLA | TESLA INC | $41.90万 | 0.22% | 1,127 | 68 | 6.4% | $2.53万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.24万 | 0.22% | 2,811 | 48 | 1.7% | $7,041 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $40.79万 | 0.22% | 1,393 | 3 | 0.2% | $878 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $40.16万 | 0.21% | 5,122 | 282 | 5.8% | $2.21万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $39.82万 | 0.21% | 1,629 | 35 | 2.2% | $8,555 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.29万 | 0.19% | 4,578 | 1,669 | 57.4% | $13.23万 | 加仓 |
| SDY | SPDR SERIES TRUST | $36.19万 | 0.19% | 2,480 | 15 | 0.6% | $2,189 | 加仓 |
| VXUS | VANGUARD STAR FDS | $36.11万 | 0.19% | 4,683 | 313 | 7.2% | $2.41万 | 加仓 |
| KO | COCA COLA CO | $35.25万 | 0.19% | 4,635 | 8 | 0.2% | $608 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $33.07万 | 0.18% | 18,812 | 139 | 0.7% | $2,444 | 加仓 |
| LIN | LINDE PLC | $32.14万 | 0.17% | 648 | 75 | 13.1% | $3.72万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $30.77万 | 0.16% | 1,072 | -2 | -0.2% | -$574 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.58万 | 0.16% | 530 | 1 | 0.2% | $577 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $30.48万 | 0.16% | 1,537 | -2 | -0.1% | -$397 | 减仓 |
| GVI | ISHARES TR | $30.26万 | 0.16% | 2,837 | 627 | 28.4% | $6.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $29.84万 | 0.16% | 4,522 | 86 | 1.9% | $5,675 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.32万 | 0.16% | 3,169 | -370 | -10.5% | -$3.42万 | 减仓 |
| IEFA | ISHARES TR | $29.14万 | 0.16% | 3,219 | 3,219 | — | $29.14万 | 新建仓 |
| T | AT&T INC | $24.23万 | 0.13% | 8,324 | 551 | 7.1% | $1.60万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $24.23万 | 0.13% | 781 | -29 | -3.6% | -$8,996 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.89万 | 0.13% | 855 | 3 | 0.4% | $838 | 加仓 |
| VTI | VANGUARD INDEX FDS | $23.51万 | 0.13% | 733 | 122 | 20.0% | $3.91万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $22.63万 | 0.12% | 4,945 | -1,552 | -23.9% | -$7.10万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.38万 | 0.12% | 3,039 | 3,039 | — | $22.38万 | 新建仓 |
| ABBV | ABBVIE INC | $22.24万 | 0.12% | 1,012 | 64 | 6.8% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $21.81万 | 0.12% | 1,054 | 1,054 | — | $21.81万 | 新建仓 |
| MRK | MERCK &CO INC | $21.65万 | 0.12% | 1,800 | 1,800 | — | $21.65万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.26万 | 0.11% | 1,023 | 20 | 2.0% | $4,156 | 加仓 |
| AMGN | AMGEN INC | $20.75万 | 0.11% | 589 | -166 | -22.0% | -$5.85万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $20.40万 | 0.11% | 3,453 | -183 | -5.0% | -$1.08万 | 减仓 |
| CAT | CATERPILLAR INC | $20.24万 | 0.11% | 286 | 286 | — | $20.24万 | 新建仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,379 | -100.0% | -$28.21万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |