HW

Howard Wealth Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 142

HOWARD WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 142 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 9.8%。

浏览其他1 亿至 10 亿美元机构浏览其他以“H”开头的机构

机构性格雪花图

集中度
8.76
持仓稳定性
9.82
动能／逆势
100
行业集中度
75.61
多样化
100
仓位均衡度
85.43

近期动向

  • 减仓 VUG

    -0.4%　-US$189.4万

  • 加仓 COST

    +135.5%　US$97.0万

  • 减仓 PLTR

    +5.8%　-US$74.1万

  • 加仓 QQQ

    +76.5%　US$82.5万

  • 加仓 GOOGL

    +45.9%　US$81.8万

  • 加仓 AMZN

    +46.0%　US$61.9万

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
1VYMVanguard High Dvd Yield ETFETF-其他7.02%+0.01%+0.70%
2VUGVanguard Growth ETFETF-其他6.58%-1.07%-0.38%
3AAPLApple INC股票-科技3.79%-0.05%+9.66%
4VBVanguard Small-cap ETFETF-其他3.51%—+0.01%
5VIGVanguard Dividend Apprec ETFETF-其他2.41%-0.19%-1.79%
6BSCQInvesco Bulletshares 2026 CbETF-其他2.38%-0.02%+3.20%
7BSCRInvesco Bulletshares 2027 CbETF-其他2.38%-0.02%+3.47%
8BSCSInvesco Bulletshares 2028 CbETF-其他2.31%—+3.31%
9BSCTInvesco Bulletshares 2029 CbETF-其他2.23%—+3.10%
10PLTRPalantir Technologies Inc-a股票-科技2.10%-0.40%+5.82%
11VTVanguard Tot World Stk ETFETF-其他2.02%-0.18%-2.89%
12JPSTJpmorgan Ultra-short IncomeETF-其他1.89%—-0.29%
13VOOVanguard S&p 500 ETFETF-大型股与成长1.87%—+1.83%
14IVVIshares Core S&p 500 ETFETF-大型股与成长1.87%+0.04%+11.49%
15BSJQInvesco Bulletshares 2026 HyETF-其他1.86%+0.04%+7.30%
16SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.82%—+2.07%
17BSCUInvesco Bulletshares 2030 CbETF-其他1.79%+0.02%+6.27%
18BSJRInvesco Bulletshares 2027 HyETF-其他1.76%+0.05%+8.00%
19BSJSInvesco Bulletshares 2028 HyETF-其他1.69%+0.04%+7.72%
20BSJTInvesco Bulletshares 2029 HyETF-其他1.64%+0.02%+7.54%
21VEUVanguard Ftse All-world Ex-uETF-其他1.61%+0.12%+9.93%
22BSJUInvesco Bulletshares 2030 HyETF-其他1.55%+0.03%+8.20%
23IVWIshares S&p 500 Growth ETFETF-大型股与成长1.47%-0.21%-0.90%
24GOOGLAlphabet Inc-cl A股票-通信服务1.36%+0.31%+45.86%
25BNDVanguard Total Bond MarketETF-其他1.34%—+3.06%
26FLDRFidelity Low Durat Fact ETFETF-其他1.32%+0.21%+23.33%
27JAAAJanus Henderson Aaa Clo ETFETF-其他1.25%+0.20%+24.01%
28VTVVanguard Value ETFETF-其他1.24%—-0.02%
29FLTRVaneck Ig Floating Rate ETFETF-其他1.08%—+3.62%
30AMZNAmazon.com INC股票-周期性消费1.08%+0.23%+46.04%
31VXUSVanguard Total Intl StockETF-其他1.06%—+3.09%
32VRPInvesco Variable Rate PreferETF-其他1.00%—+1.91%
33GOOGAlphabet Inc-cl C股票-通信服务0.96%+0.15%+33.27%
34VVVanguard Large-cap ETFETF-其他0.94%-0.12%-3.07%
35VTIVanguard Total Stock Mkt ETFETF-其他0.91%-0.11%-2.59%
36CWBSs Spdr Bb Conv Sec ETFETF-其他0.89%—-1.37%
37QQQInvesco Qqq Trust Series 1ETF-科技型0.88%+0.33%+76.52%
38SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.69%—+0.11%
39AMDAdvanced Micro Devices股票-科技0.69%——
40PFXFVaneck Pref Sec X-financialsETF-其他0.65%—+2.40%
41COSTCostco Wholesale CORP股票-非周期性消费0.65%+0.40%+135.53%
42MSFTMicrosoft CORP股票-科技0.64%—+22.80%
43JEPIJpmorgan Equity Premium IncoETF-其他0.63%—-2.01%
44BIZDVaneck Bdc Income ETFETF-其他0.62%—+2.52%
45VHTVanguard Health Care ETFETF-其他0.62%—-2.57%
46IOOIshares Global 100 ETFETF-其他0.61%—-3.78%
47ITAIshares U.s. Aerospace & DefETF-其他0.59%—-2.81%
48VNQVanguard Real Estate ETFETF-其他0.53%—-1.24%
49SDYSs Spdr S&p Dividend ETFETF-其他0.53%—-3.13%
50JPMJpmorgan Chase & Co股票-金融0.52%+0.05%+27.47%
1–50 of 142

本季持股变动

Howard Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Fidelity Nasdaq Comp Indx (ONEQ); 新建仓: Cintas CORP (CTAS); 新建仓: Spdr Gold Shares (GLD); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: Mckesson CORP (MCK).

Howard Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1COSTCostco Wholesale CORP+0.4%+135.53%加仓
2QQQInvesco Qqq Trust Series 1+0.3%+76.52%加仓
3GOOGLAlphabet Inc-cl A+0.3%+45.86%加仓
4AMZNAmazon.com INC+0.2%+46.04%加仓
5FLDRFidelity Low Durat Fact ETF+0.2%+23.33%加仓
6NVDANvidia CORP+0.2%+87.30%加仓
7JAAAJanus Henderson Aaa Clo ETF+0.2%+24.01%加仓
8GOOGAlphabet Inc-cl C+0.2%+33.27%加仓
9HDHome Depot INC+0.1%+98.61%加仓
10VEUVanguard Ftse All-world Ex-u+0.1%+9.93%加仓
11XOMExxon Mobil CORP+0.1%-5.00%减仓
12BSJRInvesco Bulletshares 2027 Hy+0.1%+8.00%加仓
13JPMJpmorgan Chase & Co+0.1%+27.47%加仓
14BSJQInvesco Bulletshares 2026 Hy0%+7.30%加仓
15IVVIshares Core S&p 500 ETF0%+11.49%加仓
16BSJSInvesco Bulletshares 2028 Hy0%+7.72%加仓
17BSJUInvesco Bulletshares 2030 Hy0%+8.20%加仓
18BSCUInvesco Bulletshares 2030 Cb0%+6.27%加仓
19BSJTInvesco Bulletshares 2029 Hy0%+7.54%加仓
20VYMVanguard High Dvd Yield ETF0%+0.70%加仓
21BSCQInvesco Bulletshares 2026 Cb0%+3.20%加仓
22BSCRInvesco Bulletshares 2027 Cb0%+3.47%加仓
23AAPLApple INC-0.1%+9.66%加仓
24METAMeta Platforms Inc-class A-0.1%-0.88%减仓
25SPYVSs Spdr P S&p 500 Value ETF-0.1%-13.47%减仓
26VVisa Inc-class A Shares-0.1%-0.27%减仓
27TSLATesla INC-0.1%—不变
28VTIVanguard Total Stock Mkt ETF-0.1%-2.59%减仓
29VVVanguard Large-cap ETF-0.1%-3.07%减仓
30VTVanguard Tot World Stk ETF-0.2%-2.89%减仓
31VIGVanguard Dividend Apprec ETF-0.2%-1.79%减仓
32IVWIshares S&p 500 Growth ETF-0.2%-0.90%减仓
33PLTRPalantir Technologies Inc-a-0.4%+5.82%加仓
34VUGVanguard Growth ETF-1.1%-0.38%减仓
35ONEQFidelity Nasdaq Comp Indx—NEW新建仓
36CTASCintas CORP—NEW新建仓
37GLDSpdr Gold Shares—NEW新建仓
38BRK-BBerkshire Hathaway Inc-cl B—NEW新建仓
39MCKMckesson CORP—NEW新建仓
40ADPAutomatic Data Processing—NEW新建仓
41JPIEJpmorgan Income ETF—NEW新建仓
42CVXChevron CORP—NEW新建仓
43IBMIntl Business Machines CORP—EXIT清仓
44FDNFirst Trust Dj Internet Ind—NEW新建仓
45PFFVGlobal X Variable Rate Pref—EXIT清仓
46AVGOBroadcom INC—NEW新建仓
47CATCaterpillar INC—NEW新建仓
48CWCurtiss-wright CORP—NEW新建仓
49XLFSs Financial Select Sector—EXIT清仓
50GEGeneral Electric—EXIT清仓

FAQ

Howard Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Howard Wealth Management, LLC 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$2.4亿，分布在 142 个已申报仓位之中。
Howard Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Howard Wealth Management, LLC 按市值排列的前几大持股为： 1. Vanguard High Dvd Yield ETF (VYM) — US$1668.5万 (7.0%) 2. Vanguard Growth ETF (VUG) — US$1563.5万 (6.6%) 3. Apple INC (AAPL) — US$900.1万 (3.8%) 4. Vanguard Small-cap ETF (VB) — US$834.6万 (3.5%) 5. Vanguard Dividend Apprec ETF (VIG) — US$572.2万 (2.4%)
Howard Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Howard Wealth Management, LLC 共进行了 49 项显著调整：新建仓 12 个仓位、加仓 23 个既有持股、减仓 10 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Fidelity Nasdaq Comp Indx (ONEQ); 新建仓: Cintas CORP (CTAS); 新建仓: Spdr Gold Shares (GLD); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: Mckesson CORP (MCK)
Howard Wealth Management, LLC 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，Howard Wealth Management, LLC 的主要板块分布如下： • Information Technology: 44.3% • Communication Services: 16.9% • Consumer Discretionary: 11.0% • Financials: 8.1% • Health Care: 5.9% • Consumer Staples: 4.8%

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