13F 机构持仓

HOGE FINANCIAL SERVICES, LLC

CANONSBURG PA · SEC CIK 0001989834

2026Q22026Q1 更早 9 个季度 🔒
$2.09亿2026Q2 申报市值
83持仓数
74.7%前十大占比 · 第一大 21.9%
12 / 4新建仓 / 清仓
申报市值走势$2.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWB 21.9%
BIV 13.4%
VT 9.5%
VTV 7.0%
VB 5.8%
EFA 5.4%
FLOT 5.3%
EEM 2.6%
IFRA 2.0%
NVDA 1.9%

2026Q2 买入最多 按季末市值估算

BIV 加仓+$72.34万
MU 新建仓+$50.79万
AMD 新建仓+$39.21万
INTC 新建仓+$36.32万
GOOG 新建仓+$34.42万

2026Q2 卖出最多 按季末市值估算

IWB 减仓-$45.37万
PLTR 清仓-$41.24万
T 清仓-$24.23万
CVX 清仓-$21.81万
FUTY 清仓-$20.40万

2026Q2 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 $4,565.34万21.86%111,486 -1,108-1.0% -$45.37万 减仓
BIV VANGUARD BD INDEX FDS $2,803.68万13.42%365,539 9,4322.6% $72.34万 加仓
VT VANGUARD INTL EQUITY INDEX F $1,979.43万9.48%126,119 -931-0.7% -$14.61万 减仓
VTV VANGUARD INDEX FDS $1,455.82万6.97%66,802 -283-0.4% -$6.17万 减仓
VB VANGUARD INDEX FDS $1,220.71万5.84%40,272 -372-0.9% -$11.28万 减仓
EFA ISHARES TR $1,135.01万5.43%109,261 1780.2% $1.85万 加仓
FLOT ISHARES TR $1,101.12万5.27%215,695 3,4201.6% $17.46万 加仓
EEM ISHARES TR $546.60万2.62%79,901 -1,468-1.8% -$10.04万 减仓
IFRA ISHARES TR $415.16万1.99%65,856 -21-0.0% -$1,324 减仓
NVDA NVIDIA CORPORATION $386.48万1.85%19,315 7484.0% $14.97万 加仓
VUG VANGUARD INDEX FDS $359.15万1.72%41,694 -342-0.8% -$2.95万 减仓
QCOM QUALCOMM INC $333.49万1.60%18,047 1,0706.3% $19.77万 加仓
MUB ISHARES TR $279.00万1.34%25,925 -728-2.7% -$7.83万 减仓
IDEV ISHARES TR $268.80万1.29%30,199 880.3% $7,833 加仓
MSFT MICROSOFT CORP $262.01万1.25%7,024 -98-1.4% -$3.66万 减仓
AAPL APPLE INC $220.36万1.05%7,616 771.0% $2.23万 加仓
META META PLATFORMS INC $213.55万1.02%3,791 35810.4% $20.17万 加仓
GOOGL ALPHABET INC $147.10万0.70%4,116 1433.6% $5.11万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $141.96万0.68%2,973 60.2% $2,865 加仓
VBR VANGUARD INDEX FDS $122.65万0.59%5,048 -14-0.3% -$3,402 减仓
AMZN AMAZON COM INC $118.26万0.57%4,962 2044.3% $4.86万 加仓
IGF ISHARES TR $115.74万0.55%17,378 -508-2.8% -$3.38万 减仓
ROK ROCKWELL AUTOMATION INC $109.68万0.53%2,215 30.1% $1,486 加仓
MFC MANULIFE FINL CORP $109.13万0.52%26,939 1920.7% $7,778 加仓
VOO VANGUARD INDEX FDS $109.06万0.52%1,588 50.3% $3,434 加仓
IWD ISHARES TR $106.22万0.51%4,381 130.3% $3,152 加仓
VTHR VANGUARD SCOTTSDALE FDS $103.62万0.50%3,126 -4-0.1% -$1,326 减仓
AGG ISHARES TR $91.60万0.44%9,255 931.0% $9,205 加仓
VBK VANGUARD INDEX FDS $88.89万0.43%2,431 -22-0.9% -$8,044 减仓
— EXXON MOBIL CORP $77.70万0.37%5,683 -107-1.8% -$1.46万 减仓
IEMG ISHARES INC $76.10万0.36%9,187 -45-0.5% -$3,728 减仓
AVGO BROADCOM INC $74.22万0.36%1,965 532.8% $2.00万 加仓
MVBF MVB FINL CORP $68.94万0.33%23,764 1420.6% $4,119 加仓
SPY STATE STR SPDR S&P 500 ETF T $67.10万0.32%899 -9-1.0% -$6,717 减仓
LLY ELI LILLY &CO $53.26万0.25%444 -82-15.6% -$9.84万 减仓
MU MICRON TECHNOLOGY INC $50.79万0.24%440 440— $50.79万 新建仓
VDE VANGUARD WORLD FD $49.51万0.24%3,298 -102-3.0% -$1.53万 减仓
PEP PEPSICO INC $48.17万0.23%3,557 -94-2.6% -$1.27万 减仓
JPM JPMORGAN CHASE &CO $47.55万0.23%1,453 604.3% $1.96万 加仓
MCD MCDONALDS CORP $46.43万0.22%1,718 -149-8.0% -$4.03万 减仓
TSLA TESLA INC $45.93万0.22%1,092 -35-3.1% -$1.47万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $44.63万0.21%892 70.8% $3,503 加仓
WMT WALMART INC $43.51万0.21%3,842 240.6% $2,718 加仓
JNJ JOHNSON &JOHNSON $42.74万0.20%1,683 543.3% $1.37万 加仓
VXUS VANGUARD STAR FDS $40.21万0.19%4,704 210.4% $1,795 加仓
BSV VANGUARD BD INDEX FDS $40.19万0.19%5,159 370.7% $2,882 加仓
AMD ADVANCED MICRO DEVICES INC $39.21万0.19%675 675— $39.21万 新建仓
QQQ INVESCO QQQ TR $39.02万0.19%530 00.0% — 不变
GLD SPDR GOLD TR $38.64万0.18%1,049 20.2% $737 加仓
FCF FIRST COMWLTH FINL CORP PA $38.53万0.18%18,953 1410.7% $2,867 加仓
KO COCA COLA CO $38.35万0.18%4,719 841.8% $6,826 加仓
SDY SPDR SERIES TRUST $36.95万0.18%2,428 -52-2.1% -$7,914 减仓
VCSH VANGUARD SCOTTSDALE FDS $36.59万0.18%4,630 521.1% $4,109 加仓
INTC INTEL CORP $36.32万0.17%2,601 2,601— $36.32万 新建仓
DKS DICKS SPORTING GOODS INC $35.19万0.17%1,552 151.0% $3,401 加仓
GOOG ALPHABET INC $34.42万0.16%974 974— $34.42万 新建仓
LIN LINDE PLC $34.23万0.16%660 121.9% $6,224 加仓
NSC NORFOLK SOUTHN CORP $33.92万0.16%1,078 60.6% $1,888 加仓
MO ALTRIA GROUP INC $33.08万0.16%4,598 761.7% $5,468 加仓
CAT CATERPILLAR INC $32.05万0.15%301 155.2% $1.60万 加仓
GVI ISHARES TR $30.46万0.15%2,871 341.2% $3,608 加仓
IEFA ISHARES TR $30.46万0.15%3,154 -65-2.0% -$6,278 减仓
AXP AMERICAN EXPRESS CO $27.68万0.13%818 374.7% $1.25万 加仓
NEE NEXTERA ENERGY INC $27.35万0.13%3,117 -52-1.6% -$4,564 减仓
VTI VANGUARD INDEX FDS $27.19万0.13%735 20.3% $740 加仓
AMAT APPLIED MATLS INC $26.80万0.13%371 371— $26.80万 新建仓
ABBV ABBVIE INC $26.11万0.13%1,038 262.6% $6,541 加仓
PNC PNC FINL SVCS GROUP INC $25.38万0.12%1,031 80.8% $1,969 加仓
UNH UNITEDHEALTH GROUP INC $24.99万0.12%601 601— $24.99万 新建仓
V VISA INC $24.31万0.12%709 -11-1.5% -$3,772 重新持有
MRK MERCK &CO INC $23.96万0.11%1,865 653.6% $8,351 加仓
EMXC ISHARES INC $23.64万0.11%2,311 2,311— $23.64万 新建仓
RWO SPDR INDEX SHS FDS $23.58万0.11%4,743 -202-4.1% -$1.00万 减仓
LRCX LAM RESEARCH CORP $23.23万0.11%536 536— $23.23万 新建仓
BND VANGUARD BD INDEX FDS $22.53万0.11%3,069 301.0% $2,203 加仓
PM PHILIP MORRIS INTL INC $21.80万0.10%1,205 -200-14.2% -$3.62万 重新持有
AMGN AMGEN INC $21.75万0.10%601 122.0% $4,344 加仓
CEG CONSTELLATION ENERGY CORP $21.25万0.10%856 10.1% $248 加仓
CSCO CISCO SYS INC $21.19万0.10%1,804 1,804— $21.19万 新建仓
KMB KIMBERLY-CLARK CORP $21.04万0.10%1,917 1,917— $21.04万 新建仓
MAR MARRIOTT INTL INC NEW $20.65万0.10%557 557— $20.65万 新建仓
NVS NOVARTIS AG $20.24万0.10%1,291 1,291— $20.24万 新建仓
VTWO VANGUARD SCOTTSDALE FDS $20.23万0.10%1,666 -478-22.3% -$5.80万 重新持有
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -2,811-100.0% -$41.24万 清仓
T AT&T INC $00.00%0 -8,324-100.0% -$24.23万 清仓
CVX CHEVRON CORPORATION $00.00%0 -1,054-100.0% -$21.81万 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 -3,453-100.0% -$20.40万 清仓