HF
Hopwood Financial Services, Inc.
分散型投资策略逆势操作型高品质投资策略
申报总市值
US$1.5亿
申报季度: 2026-03-31 · 持股只数: 83
Hopwood Financial Services, Inc.在最新一期 13F 报告中披露了 83 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 14.9%。
机构性格雪花图
- 集中度
- 20.57
- 持仓稳定性
- 14.91
- 动能／逆势
- 0
- 行业集中度
- 44.59
- 多样化
- 100
- 仓位均衡度
- 81.81
近期动向
减仓 SPY
-1.0% -US$88.8万
减仓 MSFT
+0.1% -US$70.3万
加仓 XOM
-15.3% US$106.1万
减仓 TCHP
-0.3% -US$59.4万
加仓 BSV
+13.1% US$113.8万
加仓 TSPA
+35.3% US$85.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGXU | Cap Group Intl Focus | ETF-其他 | 11.52% | -0.29% | +2.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.03% | -1.08% | -1.05% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 9.32% | -0.15% | +0.47% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.89% | +0.49% | +13.09% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 5.70% | +5.70% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.84% | -0.01% | +0.76% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 4.40% | +0.55% | -15.31% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.21% | — | -2.53% | |
| 9 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 3.03% | -0.55% | -0.32% | |
| 10 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 2.55% | +0.48% | +35.34% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.53% | -0.39% | -0.03% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.28% | -0.03% | +8.19% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.98% | -0.33% | -2.97% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.57% | +0.10% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.48% | -0.16% | — | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.37% | -0.19% | -0.14% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.23% | -0.16% | -1.67% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.19% | +0.08% | +14.41% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.15% | — | — | |
| 20 | TVAL | T. Rowe Price Value ETF | ETF-其他 | 1.09% | +0.17% | +20.69% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.03% | — | -3.48% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | -0.21% | -5.75% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | -0.09% | — | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | +0.04% | -7.18% | |
| 25 | VFH | Vanguard Financials ETF | ETF-其他 | 0.77% | -0.12% | -0.94% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.72% | — | -5.88% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.22% | -13.28% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.68% | -0.06% | -2.52% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 0.66% | — | -1.57% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.04% | +16.82% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.57% | -0.06% | -0.56% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.56% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.07% | -9.69% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | +0.01% | -3.07% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.43% | -0.07% | -0.35% | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.41% | — | -1.43% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | -0.09% | -7.45% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.40% | — | +6.23% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.40% | — | +0.44% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | — | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.32% | +0.07% | -1.71% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.30% | — | +2.95% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.29% | — | -3.80% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.28% | -0.11% | -25.78% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.28% | — | -9.64% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.28% | — | -2.06% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.28% | +0.03% | -14.92% | |
| 49 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 0.27% | — | — | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.27% | — | +0.84% |
1–50 of 83
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Hopwood Financial Services, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Msci Acwi Ex US ETF (ACWX); 清仓: Visa Inc-class A Shares (V); 清仓: Oracle CORP (ORCL); 清仓: Qualcomm INC (QCOM); 清仓: Ss Spdr P S&p 500 Value ETF (SPYV).
FAQ
Hopwood Financial Services, Inc. 是什么机构？属于哪种投资人类型？
Hopwood Financial Services, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 83 个已申报仓位之中。
Hopwood Financial Services, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Hopwood Financial Services, Inc. 按市值排列的前几大持股为：
1. Cap Group Intl Focus (CGXU) — US$1710.0万 (11.5%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1487.8万 (10.0%)
3. Ishares Core S&p Midcap ETF (IJH) — US$1382.6万 (9.3%)
4. Vanguard Short-term Bond ETF (BSV) — US$1022.5万 (6.9%)
5. Ishares Msci Acwi Ex US ETF (ACWX) — US$845.2万 (5.7%)
Hopwood Financial Services, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Hopwood Financial Services, Inc. 共进行了 48 项显著调整：新建仓 2 个仓位、加仓 10 个既有持股、减仓 27 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: Ishares Msci Acwi Ex US ETF (ACWX); 清仓: Visa Inc-class A Shares (V); 清仓: Oracle CORP (ORCL); 清仓: Qualcomm INC (QCOM); 清仓: Ss Spdr P S&p 500 Value ETF (SPYV)
Hopwood Financial Services, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Hopwood Financial Services, Inc. 的主要板块分布如下：
• Energy: 25.1%
• Information Technology: 17.0%
• Financials: 10.8%
• Industrials: 10.7%
• Health Care: 10.3%
• Consumer Staples: 9.6%