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Houlihan Financial Resource Group, Ltd. · 13F 持仓分析
期权收益计算器 机构排行

Houlihan Financial Resource Group, Ltd.

No.5992 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.81亿
环比变动 Q1 2026
+$2,397.6万+9.3%
持仓股票数
113
新买入
5
加仓
25
减仓
33
清仓
1
持股不变
50
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
SSPDR标普500 ETFSPY
10.68%10.26%$2,996.9万4.0万股$2,633.7万4.1万股-367股-0.91%减仓
IiShares安硕·COREIJR
5.24%4.91%$1,471.0万9.9万股$1,259.1万10.1万股-2,104股-2.08%减仓
谷歌AGOOGL
4.88%4.3%$1,368.0万3.8万股$1,103.6万3.8万股-98股-0.26%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
4.17%4.41%$1,169.2万23.1万股$1,130.4万22.3万股+7,852股+3.52%加仓
V先锋领航·MIDVO
3.88%3.71%$1,088.4万13.5万股$951.5万3.3万股+10.2万股+307.74%加仓
IiShares安硕信托DGRO
2.98%2.94%$837.5万11.0万股$755.2万10.8万股+2,882股+2.68%加仓
IiShares安硕信托IVV
2.76%2.63%$773.4万1.0万股$674.5万1.0万股00.00%持仓不变
亚马逊AMZN
2.42%2.3%$678.9万2.8万股$591.3万2.8万股+95股+0.33%加仓
V先锋领航债券指数基金BSV
2.41%2.68%$675.1万8.7万股$686.9万8.8万股-950股-1.08%减仓
微软MSFT
2.24%2.43%$628.3万1.7万股$623.4万1.7万股+1股+0.01%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
2.1%2.21%$588.9万12.5万股$567.4万12.1万股+4,951股+4.11%加仓
SSPDR道富系列信托SDY
2.1%2.22%$587.9万3.9万股$570.5万3.9万股-457股-1.17%减仓
IiShares安硕信托IBDT
2.07%2.21%$581.6万23.0万股$567.1万22.4万股+6,464股+2.89%加仓
IiShares安硕信托IBDS
2.06%2.2%$578.2万23.9万股$565.2万23.3万股+5,544股+2.38%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.92%2.02%$538.9万23.3万股$519.1万22.3万股+9,538股+4.27%加仓
IiShares安硕信托IBDR
1.92%2.12%$538.2万22.2万股$544.6万22.5万股-2,532股-1.13%减仓
IiShares安硕信托HDV
1.84%2%$516.5万18.8万股$512.7万3.8万股+15.1万股+398.86%加仓
V先锋领航全球基金VGT
1.69%1.35%$475.0万4.0万股$346.7万4,968股+3.5万股+700.04%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
1.68%1.74%$471.1万21.6万股$447.8万20.5万股+1.2万股+5.64%加仓
V先锋领航指数基金VUG
1.66%1.55%$467.1万5.4万股$396.7万9,083股+4.5万股+497.02%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.62%1.57%$455.4万6,475股$403.0万6,533股-58股-0.89%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.43%1.49%$401.7万2.0万股$381.3万2.1万股-359股-1.74%减仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
1.38%1.36%$388.2万18.6万股$349.4万16.7万股+1.9万股+11.57%加仓
苹果AAPL
1.36%1.37%$382.2万1.3万股$350.4万1.4万股-597股-4.32%减仓
IiShares安硕信托USMV
1.35%1.41%$379.2万3.9万股$361.1万3.9万股+376股+0.97%加仓
VisaV
1.35%1.31%$378.1万1.1万股$336.5万1.1万股-116股-1.04%减仓
B贝莱德ETF信托DYNF
1.34%1.19%$377.1万5.5万股$306.0万5.3万股+2,860股+5.44%加仓
万事达MA
1.34%1.45%$375.9万7,318股$371.0万7,425股-107股-1.44%减仓
IiShares安硕·MSCIQUAL
1.28%1.14%$358.3万1.6万股$291.2万1.5万股+1,145股+7.54%加仓
IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX
1.19%1.02%$333.9万13.3万股$262.9万10.4万股+2.8万股+27.38%加仓
IiShares安硕信托PFF
1.18%1.29%$330.8万10.8万股$331.9万10.9万股-986股-0.90%减仓
V先锋领航指数基金VNQ
1.15%1.21%$323.0万3.3万股$311.2万3.5万股-1,589股-4.53%减仓
IiShares安硕信托IGM
1.01%0.8%$283.0万1.7万股$206.2万1.7万股-100股-0.57%减仓
V先锋领航债券指数基金BIV
0.92%1.01%$257.8万3.4万股$259.5万3.4万股00.00%持仓不变
J摩根大通交易所交易基金JEPI
0.91%0.96%$254.3万4.5万股$245.6万4.3万股+1,696股+3.91%加仓
PPROFESIONALLY MANAGED PORTFOAKRE
0.84%0.99%$234.7万4.4万股$254.2万4.8万股-3,965股-8.24%减仓
英伟达NVDA
0.81%0.81%$227.7万1.1万股$207.7万1.2万股-530股-4.45%减仓
V先锋领航全球基金VDC
0.67%0.73%$186.8万8,283股$187.1万8,333股-50股-0.60%减仓
强生JNJ
0.66%0.7%$184.7万7,271股$179.6万7,345股-74股-1.01%减仓
V先锋领航·HEALTHVHT
0.66%0.65%$184.2万6,159股$167.7万6,159股00.00%持仓不变
V先锋领航全球基金VCR
0.64%0.64%$179.8万4,535股$163.9万4,565股-30股-0.66%减仓
赛富时CRM
0.6%0.82%$167.1万1.1万股$209.2万1.1万股-540股-4.82%减仓
KINDER MORGAN DEL COMKMI
0.59%0.68%$166.9万5.2万股$175.0万5.2万股+1股+0.00%加仓
SSPDR黄金信托GLD
0.55%0.71%$153.8万4,175股$180.9万4,205股-30股-0.71%减仓
V先锋领航斯科茨代尔基金BSV
0.53%0.58%$147.8万1.9万股$148.6万1.9万股-48股-0.26%减仓
S道富XLI
0.47%0.44%$130.6万7,052股$114.0万7,052股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.45%0.4%$125.8万3,559股$102.1万3,559股00.00%持仓不变
BBANK OF AMERBAC
0.43%0.42%$120.4万2.1万股$108.6万2.2万股-1,146股-5.14%减仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.43%0.41%$120.3万1.3万股$106.3万1.3万股00.00%持仓不变
AMGEN COMAMGN
0.42%0.45%$119.2万3,291股$115.8万3,291股00.00%持仓不变

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