Hopwood Financial Services, Inc.
RESTON VA · SEC CIK 0002023166
$1.48亿2026Q1 申报市值
83持仓数
62.5%前十大占比 · 第一大 11.5%
1 / 3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
ACWX 新建仓+$845.22万
BSV 加仓+$118.38万
TSPA 加仓+$98.62万
CGXU 加仓+$35.44万
TVAL 加仓+$27.79万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$118.05万
V 清仓-$28.65万
ORCL 清仓-$27.09万
VUG 清仓-$21.27万
MDY 减仓-$16.22万
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 |
|---|---|---|---|---|---|---|---|---|
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,709.99万 | 11.52% | 579,853 | 12,016 | 2.1% | $35.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,487.82万 | 10.03% | 22,878 | -242 | -1.0% | -$15.74万 | 减仓 |
| IJH | ISHARES TR | $1,382.61万 | 9.32% | 204,740 | 962 | 0.5% | $6.50万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,022.46万 | 6.89% | 130,399 | 15,097 | 13.1% | $118.38万 | 加仓 |
| ACWX | ISHARES TR | $845.22万 | 5.70% | 123,444 | 123,444 | — | $845.22万 | 新建仓 |
| IJR | ISHARES TR | $717.72万 | 4.84% | 57,737 | 433 | 0.8% | $5.38万 | 加仓 |
| — | EXXON MOBIL CORP | $653.17万 | 4.40% | 38,499 | -6,958 | -15.3% | -$118.05万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $625.26万 | 4.21% | 10,138 | -263 | -2.5% | -$16.22万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $449.53万 | 3.03% | 101,749 | -326 | -0.3% | -$1.44万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $377.71万 | 2.55% | 92,350 | 24,113 | 35.3% | $98.62万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $374.98万 | 2.53% | 93,303 | -29 | -0.0% | -$1,166 | 减仓 |
| IVV | ISHARES TR | $338.34万 | 2.28% | 5,180 | 392 | 8.2% | $25.60万 | 加仓 |
| VGT | VANGUARD WORLD FD | $294.45万 | 1.98% | 4,220 | -129 | -3.0% | -$9.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $230.22万 | 1.55% | 6,219 | 6 | 0.1% | $2,221 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $220.34万 | 1.48% | 17,609 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $202.61万 | 1.37% | 17,913 | -25 | -0.1% | -$2,828 | 减仓 |
| AAPL | APPLE INC | $181.83万 | 1.23% | 7,165 | -122 | -1.7% | -$3.10万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $176.23万 | 1.19% | 41,425 | 5,218 | 14.4% | $22.20万 | 加仓 |
| IVE | ISHARES TR | $170.24万 | 1.15% | 8,063 | 0 | 0.0% | — | 不变 |
| TVAL | T ROWE PRICE ETF INC | $162.06万 | 1.09% | 44,792 | 7,680 | 20.7% | $27.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $152.57万 | 1.03% | 7,776 | -280 | -3.5% | -$5.49万 | 减仓 |
| GOOGL | ALPHABET INC | $148.61万 | 1.00% | 5,168 | -315 | -5.7% | -$9.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $145.94万 | 0.98% | 4,549 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $121.62万 | 0.82% | 4,975 | -385 | -7.2% | -$9.41万 | 减仓 |
| VFH | VANGUARD WORLD FD | $113.58万 | 0.77% | 9,402 | -89 | -0.9% | -$1.08万 | 减仓 |
| RTX | RTX CORPORATION | $107.44万 | 0.72% | 5,570 | -348 | -5.9% | -$6.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $100.84万 | 0.68% | 3,428 | -525 | -13.3% | -$15.44万 | 减仓 |
| LOW | LOWES COS INC | $100.71万 | 0.68% | 4,262 | -110 | -2.5% | -$2.60万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $98.05万 | 0.66% | 3,767 | -60 | -1.6% | -$1.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $85.95万 | 0.58% | 1,438 | 207 | 16.8% | $12.37万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $84.17万 | 0.57% | 7,593 | -43 | -0.6% | -$4,767 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $82.87万 | 0.56% | 21,326 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $76.69万 | 0.52% | 5,310 | -570 | -9.7% | -$8.23万 | 减仓 |
| PEP | PEPSICO INC | $76.50万 | 0.52% | 4,926 | -156 | -3.1% | -$2.42万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.85万 | 0.43% | 12,933 | -45 | -0.3% | -$2,222 | 减仓 |
| AMGN | AMGEN INC | $60.83万 | 0.41% | 1,729 | -25 | -1.4% | -$8,796 | 减仓 |
| GOOG | ALPHABET INC | $60.61万 | 0.41% | 2,113 | -170 | -7.4% | -$4.88万 | 减仓 |
| AMZN | AMAZON COM INC | $60.00万 | 0.40% | 2,881 | 169 | 6.2% | $3.52万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $58.83万 | 0.40% | 7,989 | 35 | 0.4% | $2,577 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.57万 | 0.39% | 2,677 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $49.91万 | 0.34% | 865 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $48.16万 | 0.32% | 7,862 | -137 | -1.7% | -$8,393 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $44.33万 | 0.30% | 4,717 | 135 | 2.9% | $1.27万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $42.96万 | 0.29% | 2,656 | -105 | -3.8% | -$1.70万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $42.18万 | 0.28% | 5,471 | -1,900 | -25.8% | -$14.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.05万 | 0.28% | 422 | -45 | -9.6% | -$4.48万 | 减仓 |
| WMT | WALMART INC | $41.34万 | 0.28% | 3,326 | -70 | -2.1% | -$8,700 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.93万 | 0.28% | 1,978 | -347 | -14.9% | -$7.18万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $40.14万 | 0.27% | 11,231 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $39.42万 | 0.27% | 3,617 | 30 | 0.8% | $3,270 | 加仓 |
| NVS | NOVARTIS AG | $36.74万 | 0.25% | 2,405 | -20 | -0.8% | -$3,055 | 减仓 |
| EMR | EMERSON ELEC CO | $36.39万 | 0.25% | 2,778 | 3 | 0.1% | $393 | 加仓 |
| ABBV | ABBVIE INC | $36.13万 | 0.24% | 1,661 | -60 | -3.5% | -$1.30万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.80万 | 0.24% | 4,367 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $35.77万 | 0.24% | 3,720 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $33.74万 | 0.23% | 1,860 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $33.61万 | 0.23% | 6,640 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $33.44万 | 0.23% | 9,395 | 400 | 4.4% | $1.42万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.00万 | 0.22% | 6,830 | -384 | -5.3% | -$1.86万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $32.41万 | 0.22% | 6,486 | -80 | -1.2% | -$3,998 | 减仓 |
| ABT | ABBOTT LABORATORIES | $29.96万 | 0.20% | 2,918 | -252 | -7.9% | -$2.59万 | 减仓 |
| CSCO | CISCO SYS INC | $28.96万 | 0.20% | 3,732 | -299 | -7.4% | -$2.32万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.89万 | 0.19% | 1,192 | -338 | -22.1% | -$8.19万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.61万 | 0.19% | 473 | -123 | -20.6% | -$7.44万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $28.60万 | 0.19% | 6,232 | 2 | 0.0% | $92 | 加仓 |
| VV | VANGUARD INDEX FDS | $28.54万 | 0.19% | 955 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $28.35万 | 0.19% | 1,914 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.87万 | 0.19% | 3,270 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $26.67万 | 0.18% | 2,977 | -50 | -1.7% | -$4,480 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.77万 | 0.17% | 852 | -62 | -6.8% | -$1.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $25.15万 | 0.17% | 2,835 | -60 | -2.1% | -$5,322 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $25.00万 | 0.17% | 2,774 | -310 | -10.1% | -$2.79万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $24.89万 | 0.17% | 5,000 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $24.64万 | 0.17% | 2,410 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $24.42万 | 0.16% | 345 | -35 | -9.2% | -$2.48万 | 减仓 |
| KBE | SPDR SERIES TRUST | $23.82万 | 0.16% | 4,000 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $23.05万 | 0.16% | 642 | -5 | -0.8% | -$1,795 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $22.74万 | 0.15% | 1,711 | -15 | -0.9% | -$1,994 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $22.35万 | 0.15% | 53 | -2 | -3.6% | -$8,435 | 减仓 |
| BX | BLACKSTONE INC | $21.73万 | 0.15% | 1,890 | -140 | -6.9% | -$1.61万 | 减仓 |
| AON | AON PLC | $21.30万 | 0.14% | 660 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.81万 | 0.14% | 417 | 16 | 4.0% | $7,986 | 加仓 |
| SDY | SPDR SERIES TRUST | $20.43万 | 0.14% | 1,400 | 0 | 0.0% | — | 重新持有 |
| V | VISA INC | $0 | 0.00% | 0 | -817 | -100.0% | -$28.65万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,390 | -100.0% | -$27.09万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -436 | -100.0% | -$21.27万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |