13FBOX
HOWARD WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

HOWARD WEALTH MANAGEMENT, LLC

No.6117 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.70亿
环比变动 Q1 2026
+$3,288.0万+13.8%
持仓股票数
156
新买入
14
加仓
67
减仓
58
清仓
0
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航白厅基金VYM
7%7.02%$1,894.2万12.0万股$1,668.5万11.3万股+7,203股+6.39%加仓
V先锋领航指数基金VUG
6.84%6.58%$1,850.1万21.5万股$1,563.5万3.6万股+17.9万股+500.04%加仓
苹果AAPL
3.96%3.79%$1,070.1万3.7万股$900.1万3.5万股+1,515股+4.27%加仓
V先锋领航指数基金VB
3.68%3.51%$995.0万3.3万股$834.6万3.2万股+961股+3.02%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.29%2.41%$619.7万2.6万股$572.2万2.7万股-419股-1.57%减仓
I景顺自营指数基金BSCQ
2.2%2.38%$594.4万30.4万股$565.8万29.0万股+1.5万股+5.09%加仓
I景顺自营指数基金BSCR
2.19%2.38%$593.1万30.2万股$565.4万28.8万股+1.4万股+4.95%加仓
I景顺自营指数基金BSCS
2.13%2.31%$577.1万28.3万股$549.5万26.9万股+1.4万股+5.32%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
2.06%2.23%$557.4万30.0万股$529.9万28.4万股+1.6万股+5.67%加仓
V先锋领航国际股票指数基金VT
1.98%2.02%$534.6万3.4万股$480.6万3.5万股-686股-1.97%减仓
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
1.89%1.32%$512.4万10.2万股$312.7万6.2万股+4.0万股+63.64%加仓
J骏利亨德森JAAA
1.87%1.25%$505.8万10.0万股$297.4万5.9万股+4.1万股+69.66%加仓
SSPDR标普500 ETFSPY
1.86%1.82%$503.0万6,735股$432.2万6,646股+89股+1.34%加仓
IiShares安硕信托IVV
1.85%1.87%$499.7万6,672股$445.1万6,813股-141股-2.07%减仓
V先锋领航指数基金VOO
1.84%1.87%$496.5万7,229股$445.1万7,449股-220股-2.95%减仓
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
1.79%1.86%$485.3万21.1万股$442.9万19.1万股+2.0万股+10.62%加仓
V先锋领航国际股票指数基金VEU
1.79%1.61%$484.7万5.8万股$382.4万5.1万股+6,961股+13.67%加仓
I景顺自营指数基金BSJR
1.73%1.76%$467.7万20.9万股$418.0万18.7万股+2.2万股+11.98%加仓
AMD超威AMD
1.72%0.69%$466.2万8,025股$163.6万8,044股-19股-0.24%减仓
I景顺自营指数基金BSCU
1.71%1.79%$461.2万27.7万股$426.0万25.5万股+2.2万股+8.73%加仓
I景顺自营指数基金BSJS
1.68%1.69%$453.2万20.8万股$400.6万18.5万股+2.4万股+12.84%加仓
I景顺自营指数基金BSJT
1.62%1.64%$439.4万20.8万股$389.3万18.5万股+2.3万股+12.37%加仓
I景顺自营指数基金BSJU
1.54%1.55%$415.5万16.1万股$368.2万14.4万股+1.7万股+11.88%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.51%1.89%$408.3万8.1万股$449.7万8.9万股-8,122股-9.14%减仓
IiShares安硕信托IVW
1.5%1.47%$404.4万2.9万股$349.7万3.1万股-1,512股-4.89%减仓
帕兰提尔PLTR
1.48%2.1%$399.1万3.4万股$499.4万3.4万股+70股+0.21%加仓
谷歌AGOOGL
1.43%1.36%$387.2万1.1万股$322.3万1.1万股-374股-3.34%减仓
V先锋领航指数基金VTV
1.2%1.24%$325.2万1.5万股$294.7万1.5万股-101股-0.67%减仓
V先锋领航STAR基金VXUS
1.09%1.06%$295.7万3.5万股$251.4万3.3万股+1,986股+6.09%加仓
亚马逊AMZN
1.08%1.08%$292.7万1.2万股$256.6万1.2万股-41股-0.33%减仓
V先锋领航·TOTALBND
1.07%1.34%$288.9万3.9万股$319.4万4.3万股-4,020股-9.27%减仓
AAlphabet Inc Class CGOOG
1.03%0.96%$279.3万7,904股$227.1万7,916股-12股-0.15%减仓
VVANECK IG FLOATING RATE ETFEMLC
0.99%1.08%$268.7万10.5万股$257.0万10.1万股+4,068股+4.03%加仓
I景顺QQQ信托VOO
0.97%0.88%$263.2万3,574股$207.9万3,601股-27股-0.75%减仓
IINVESCO VARIABLE RATE PREFERRED ETFVRP
0.93%1%$250.6万10.3万股$238.4万9.9万股+3,663股+3.68%加仓
V先锋领航指数基金VV
0.92%0.94%$248.8万7,234股$223.9万7,491股-257股-3.43%减仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.91%0.89%$247.1万2.3万股$212.5万2.3万股-302股-1.30%减仓
G通用动力VTI
0.89%0.91%$240.3万6,492股$216.9万6,760股-268股-3.96%减仓
SSPDR道富指数基金SPDW
0.67%0.69%$180.1万3.6万股$164.5万3.6万股-312股-0.87%减仓
IiShares安硕信托IOO
0.6%0.61%$163.5万1.2万股$146.1万1.2万股-109股-0.90%减仓
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
0.59%0.65%$160.0万9.0万股$155.0万8.8万股+1,277股+1.44%加仓
V先锋领航·HEALTHVHT
0.59%0.62%$158.4万5,297股$146.6万5,383股-86股-1.60%减仓
微软MSFT
0.58%0.64%$157.0万4,207股$152.5万4,120股+87股+2.11%加仓
J摩根大通交易所交易基金JEPI
0.56%0.63%$151.9万2.7万股$149.5万2.6万股+510股+1.93%加仓
IiShares安硕信托ITA
0.56%0.59%$151.1万6,234股$140.2万6,409股-175股-2.73%减仓
好市多COST
0.53%0.65%$143.4万1,532股$153.3万1,538股-6股-0.39%减仓
英伟达NVDA
0.53%0.51%$142.3万7,113股$121.9万6,992股+121股+1.73%加仓
摩根大通JPM
0.52%0.52%$139.8万4,271股$124.0万4,214股+57股+1.35%加仓
V先锋领航指数基金VXF
0.52%0.51%$139.7万5,674股$120.5万5,856股-182股-3.11%减仓
V先锋领航指数基金VNQ
0.5%0.53%$135.5万1.4万股$125.2万1.4万股-63股-0.45%减仓

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