Hbw Advisory Services LLC 13F 持仓 · 2026年Q2

Hbw Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 463 只证券，申报市值合计 11.05 亿美元。前几大持仓：VOO（5.20%）、SPMO（3.85%）、QQQ（3.82%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。

排名	代码	公司	市值	占组合	股数	变动
1	VOO	VANGUARD INDEX FDS	$57.5M	5.20%	83,738	减持
2	SPMO	INVESCO EXCH TRADED FD TR II	$42.5M	3.85%	263,212	增持
3	QQQ	INVESCO QQQ TR	$42.3M	3.82%	57,393	增持
4	BUFR	FIRST TR EXCHNG TRADED FD VI	$24.8M	2.24%	679,297	增持
5	ACYN	FIRST TR EXCHANGE-TRADED FD	$24.6M	2.22%	1.2M	新建仓
6	JEPI	J P MORGAN EXCHANGE TRADED F	$23.4M	2.12%	414,559	减持
7	JPIE	J P MORGAN EXCHANGE TRADED F	$18.8M	1.70%	408,821	减持
8	SPTM	SPDR SERIES TRUST	$18.8M	1.70%	206,830	增持
9	COWZ	PACER FDS TR	$17.0M	1.53%	272,584	增持
10	PAVE	GLOBAL X FDS	$16.9M	1.53%	287,085	增持
11	MOAT	VANECK ETF TRUST	$15.6M	1.41%	149,886	增持
12	SMH	VANECK ETF TRUST	$15.6M	1.41%	23,791	增持
13	AIRR	FIRST TR EXCHANGE TRADED FD	$14.7M	1.33%	110,606	增持
14	AAPL	APPLE INC	$14.5M	1.31%	49,943	增持
15	XLK	SELECT SECTOR SPDR TR	$14.4M	1.30%	75,364	增持
16	RDVY	FIRST TR EXCHANGE TRADED FD	$14.1M	1.28%	174,558	增持
17	SCHG	SCHWAB STRATEGIC TR	$13.6M	1.23%	403,078	增持
18	AMZN	AMAZON COM INC	$12.4M	1.13%	52,234	增持
19	QQQM	INVESCO EXCH TRADED FD TR II	$12.1M	1.10%	39,990	增持
20	CGGR	CAPITAL GROUP GROWTH ETF	$11.8M	1.06%	249,288	增持
21	JPST	J P MORGAN EXCHANGE TRADED F	$11.5M	1.04%	226,942	减持
22	NVDA	NVIDIA CORPORATION	$11.4M	1.03%	56,976	增持
23	UCON	FIRST TR EXCHNG TRADED FD VI	$10.7M	0.97%	432,069	增持
24	FTCB	FIRST TR EXCHANGE-TRADED FD	$10.6M	0.95%	506,037	增持
25	SCHD	SCHWAB STRATEGIC TR	$10.6M	0.95%	332,830	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR