Hopwood Financial Services, Inc.
RESTON VA · SEC CIK 0002023166
$1.73亿2026Q2 申报市值
92持仓数
61.9%前十大占比 · 第一大 12.5%
3 / 0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
CGXU 加仓+$147.94万
ACWX 加仓+$117.36万
BSV 加仓+$109.10万
VXUS 加仓+$82.05万
IVV 加仓+$49.28万
2026Q2 卖出最多 按季末市值估算
GSLC 减仓-$56.76万
EXXON MOBIL CORP 减仓-$36.98万
QQQ 减仓-$15.31万
JPM 减仓-$10.64万
PG 减仓-$7.57万
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 |
|---|---|---|---|---|---|---|---|---|
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,155.77万 | 12.48% | 622,577 | 42,724 | 7.4% | $147.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,701.77万 | 9.86% | 22,788 | -90 | -0.4% | -$6.72万 | 减仓 |
| IJH | ISHARES TR | $1,606.57万 | 9.30% | 208,348 | 3,608 | 1.8% | $27.82万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,125.04万 | 6.52% | 144,402 | 14,003 | 10.7% | $109.10万 | 加仓 |
| ACWX | ISHARES TR | $1,056.90万 | 6.12% | 138,864 | 15,420 | 12.5% | $117.36万 | 加仓 |
| IJR | ISHARES TR | $859.86万 | 4.98% | 57,977 | 240 | 0.4% | $3.56万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $705.59万 | 4.09% | 10,032 | -106 | -1.0% | -$7.46万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $524.69万 | 3.04% | 104,749 | 3,000 | 2.9% | $15.03万 | 加仓 |
| — | EXXON MOBIL CORP | $489.38万 | 2.83% | 35,794 | -2,705 | -7.0% | -$36.98万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $464.93万 | 2.69% | 97,818 | 5,468 | 5.9% | $25.99万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $451.90万 | 2.62% | 95,742 | 2,439 | 2.6% | $11.51万 | 加仓 |
| IVV | ISHARES TR | $437.21万 | 2.53% | 5,838 | 658 | 12.7% | $49.28万 | 加仓 |
| VGT | VANGUARD WORLD FD | $402.39万 | 2.33% | 33,667 | -93 | -0.3% | -$1.11万 | 减仓 |
| IVW | ISHARES TR | $246.36万 | 1.43% | 17,913 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $237.48万 | 1.38% | 6,366 | 147 | 2.4% | $5.48万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $234.63万 | 1.36% | 47,609 | 6,184 | 14.9% | $30.48万 | 加仓 |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | $216.16万 | 1.25% | 51,863 | 7,071 | 15.8% | $29.47万 | 加仓 |
| AAPL | APPLE INC | $209.17万 | 1.21% | 7,229 | 64 | 0.9% | $1.85万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $193.10万 | 1.12% | 13,609 | -4,000 | -22.7% | -$56.76万 | 减仓 |
| GOOGL | ALPHABET INC | $189.87万 | 1.10% | 5,313 | 145 | 2.8% | $5.18万 | 加仓 |
| IVE | ISHARES TR | $183.07万 | 1.06% | 8,063 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $169.16万 | 0.98% | 7,762 | -14 | -0.2% | -$3,051 | 减仓 |
| VTI | VANGUARD INDEX FDS | $167.89万 | 0.97% | 4,537 | -12 | -0.3% | -$4,441 | 减仓 |
| VOO | VANGUARD INDEX FDS | $137.02万 | 0.79% | 1,995 | 557 | 38.7% | $38.25万 | 加仓 |
| VFH | VANGUARD WORLD FD | $128.89万 | 0.75% | 9,794 | 392 | 4.2% | $5.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $128.82万 | 0.75% | 15,069 | 9,598 | 175.4% | $82.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $126.49万 | 0.73% | 4,980 | 5 | 0.1% | $1,270 | 加仓 |
| RTX | RTX CORPORATION | $105.24万 | 0.61% | 5,547 | -23 | -0.4% | -$4,364 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $102.02万 | 0.59% | 3,772 | 5 | 0.1% | $1,352 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.57万 | 0.59% | 3,103 | -325 | -9.5% | -$10.64万 | 减仓 |
| LOW | LOWES COS INC | $95.89万 | 0.56% | 4,349 | 87 | 2.0% | $1.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $94.60万 | 0.55% | 21,326 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $84.61万 | 0.49% | 7,898 | 305 | 4.0% | $3.27万 | 加仓 |
| GOOG | ALPHABET INC | $71.09万 | 0.41% | 2,012 | -101 | -4.8% | -$3.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $70.30万 | 0.41% | 4,794 | -516 | -9.7% | -$7.57万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $69.33万 | 0.40% | 12,933 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $67.00万 | 0.39% | 2,811 | -70 | -2.4% | -$1.67万 | 减仓 |
| PEP | PEPSICO INC | $65.01万 | 0.38% | 4,801 | -125 | -2.5% | -$1.69万 | 减仓 |
| AMGN | AMGEN INC | $62.62万 | 0.36% | 1,729 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.97万 | 0.35% | 2,577 | -100 | -3.7% | -$2.37万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $56.05万 | 0.32% | 7,635 | -354 | -4.4% | -$2.60万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $51.43万 | 0.30% | 2,777 | 121 | 4.6% | $2.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $48.37万 | 0.28% | 657 | -208 | -24.0% | -$15.31万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $47.52万 | 0.28% | 11,231 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $46.91万 | 0.27% | 1,860 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.85万 | 0.25% | 3,733 | 1 | 0.0% | $117 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $43.52万 | 0.25% | 4,717 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $42.89万 | 0.25% | 8,076 | 214 | 2.7% | $1.14万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $42.84万 | 0.25% | 3,653 | 36 | 1.0% | $4,222 | 加仓 |
| ABBV | ABBVIE INC | $41.80万 | 0.24% | 1,661 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $41.63万 | 0.24% | 445 | 23 | 5.5% | $2.15万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $39.09万 | 0.23% | 6,778 | -52 | -0.8% | -$2,999 | 减仓 |
| EMR | EMERSON ELEC CO | $38.86万 | 0.23% | 2,714 | -64 | -2.3% | -$9,163 | 减仓 |
| NVS | NOVARTIS AG | $37.53万 | 0.22% | 2,395 | -10 | -0.4% | -$1,567 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $37.23万 | 0.22% | 4,482 | 115 | 2.6% | $9,553 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $37.17万 | 0.22% | 9,045 | -350 | -3.7% | -$1.44万 | 减仓 |
| WMT | WALMART INC | $34.39万 | 0.20% | 3,036 | -290 | -8.7% | -$3.28万 | 减仓 |
| CAT | CATERPILLAR INC | $33.53万 | 0.19% | 315 | -30 | -8.7% | -$3.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.24万 | 0.19% | 1,182 | -10 | -0.8% | -$2,812 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.79万 | 0.19% | 1,978 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $32.62万 | 0.19% | 6,416 | -70 | -1.1% | -$3,558 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.74万 | 0.18% | 1,666 | -45 | -2.6% | -$8,573 | 减仓 |
| ICSH | ISHARES TR | $31.56万 | 0.18% | 6,240 | -400 | -6.0% | -$2.02万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.88万 | 0.18% | 1,954 | 40 | 2.1% | $6,321 | 加仓 |
| SBUX | STARBUCKS CORP | $30.83万 | 0.18% | 3,017 | 40 | 1.3% | $4,088 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $29.98万 | 0.17% | 3,270 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $29.90万 | 0.17% | 690 | 690 | — | $29.90万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $29.88万 | 0.17% | 2,629 | -145 | -5.2% | -$1.65万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.82万 | 0.17% | 852 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $28.60万 | 0.17% | 6,309 | 77 | 1.2% | $3,491 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.92万 | 0.16% | 2,895 | 60 | 2.1% | $5,786 | 加仓 |
| VV | VANGUARD INDEX FDS | $27.68万 | 0.16% | 805 | -150 | -15.7% | -$5.16万 | 减仓 |
| KBE | SPDR SERIES TRUST | $27.29万 | 0.16% | 4,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $26.56万 | 0.15% | 639 | -10 | -1.5% | -$4,156 | 重新持有 |
| IUSV | ISHARES TR | $26.54万 | 0.15% | 2,410 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $26.42万 | 0.15% | 3,700 | -20 | -0.5% | -$1,428 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.27万 | 0.15% | 512 | 95 | 22.8% | $4.87万 | 加仓 |
| QCOM | QUALCOMM INC | $25.87万 | 0.15% | 1,400 | 0 | 0.0% | — | 重新持有 |
| ABT | ABBOTT LABORATORIES | $25.58万 | 0.15% | 2,819 | -99 | -3.4% | -$8,983 | 减仓 |
| VCR | VANGUARD WORLD FD | $25.46万 | 0.15% | 642 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $24.71万 | 0.14% | 745 | 85 | 12.9% | $2.82万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $24.09万 | 0.14% | 1,351 | 26 | 2.0% | $4,636 | 加仓 |
| NVDA | NVIDIA CORPORATION | $23.73万 | 0.14% | 1,186 | 105 | 9.7% | $2.10万 | 重新持有 |
| VUSB | VANGUARD BD INDEX FDS | $22.90万 | 0.13% | 4,600 | -400 | -8.0% | -$1.99万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.85万 | 0.13% | 448 | -25 | -5.3% | -$1.27万 | 减仓 |
| BX | BLACKSTONE INC | $22.24万 | 0.13% | 1,890 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.95万 | 0.13% | 1,768 | 1,326 | 300.0% | $16.46万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $21.91万 | 0.13% | 1,440 | 40 | 2.9% | $6,087 | 加仓 |
| HD | HOME DEPOT INC | $20.56万 | 0.12% | 583 | 583 | — | $20.56万 | 新建仓 |
| INTC | INTEL CORP | $20.39万 | 0.12% | 1,460 | 1,460 | — | $20.39万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.37万 | 0.12% | 3,351 | -670 | -16.7% | -$4.07万 | 重新持有 |
| AVGO | BROADCOM INC | $20.10万 | 0.12% | 532 | -61 | -10.3% | -$2.30万 | 重新持有 |