Howard Wealth Management, LLC
- SEC CIK
- 0001766286
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/29 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 134
- 較 2025 年第 3 季 +3
- 總值
- $2.29 億
- 較 2025 年第 3 季 +$1,146 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 35,930 | $1,753 萬 | 7.7% | +80+0.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 111,875 | $1,606 萬 | 7.0% | +3,190+2.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,341 | $879.2 萬 | 3.8% | −355−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 31,862 | $821.9 萬 | 3.6% | +133+0.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,091 | $595.4 萬 | 2.6% | −972−3.5% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 32,263 | $573.5 萬 | 2.5% | −174−0.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 278,438 | $549.6 萬 | 2.4% | +25,567+10.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 280,717 | $549.5 萬 | 2.4% | +22,659+8.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 260,467 | $536.6 萬 | 2.3% | +23,592+10.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 275,437 | $518.8 萬 | 2.3% | +62,610+29.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 35,781 | $504.7 萬 | 2.2% | −868−2.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,315 | $458.8 萬 | 2.0% | +13+0.2% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 89,114 | $450.8 萬 | 2.0% | −9,027−9.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,511 | $444.0 萬 | 1.9% | −38−0.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,111 | $418.6 萬 | 1.8% | +1,230+25.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 178,097 | $415.7 萬 | 1.8% | +53,169+42.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 239,796 | $405.7 萬 | 1.8% | +158,863+196.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 173,063 | $391.4 萬 | 1.7% | +52,467+43.5% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 31,199 | $384.6 萬 | 1.7% | −913−2.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 171,482 | $377.3 萬 | 1.6% | +52,163+43.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 172,090 | $370.2 萬 | 1.6% | +55,616+47.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W841 | BULLETSHS 2030 | 132,990 | $347.2 萬 | 1.5% | +94,205+242.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 46,315 | $340.7 萬 | 1.5% | +8,064+21.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 42,082 | $311.7 萬 | 1.4% | +181+0.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,024 | $286.9 萬 | 1.3% | +191+1.3% | 加碼 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 50,663 | $254.5 萬 | 1.1% | +12,661+33.3% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 97,341 | $248.0 萬 | 1.1% | +13,872+16.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,728 | $243.3 萬 | 1.1% | −295−3.7% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 47,612 | $240.8 萬 | 1.1% | +11,800+32.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,684 | $240.5 萬 | 1.1% | −185−2.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 31,624 | $238.6 萬 | 1.0% | +1,023+3.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 97,551 | $237.3 萬 | 1.0% | +8,527+9.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,940 | $232.7 萬 | 1.0% | −339−4.7% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 23,545 | $210.0 萬 | 0.9% | −469−2.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,436 | $194.7 萬 | 0.9% | −265−3.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,940 | $186.4 萬 | 0.8% | −871−12.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,044 | $172.3 萬 | 0.8% | +10+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,355 | $162.3 萬 | 0.7% | −63−1.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 36,004 | $159.9 萬 | 0.7% | +1,599+4.6% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 5,525 | $159.1 萬 | 0.7% | −101−1.8% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 12,550 | $159.0 萬 | 0.7% | −344−2.7% | 減碼 | – |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 112,031 | $158.9 萬 | 0.7% | −2,352−2.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 26,918 | $154.1 萬 | 0.7% | +931+3.6% | 加碼 | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 86,317 | $152.4 萬 | 0.7% | −5,096−5.6% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 6,594 | $141.6 萬 | 0.6% | −204−3.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 14,296 | $126.5 萬 | 0.6% | +100+0.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,040 | $125.3 萬 | 0.5% | +3+0.1% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,965 | $124.8 萬 | 0.5% | −221−3.6% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,840 | $123.0 萬 | 0.5% | −341−3.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 21,356 | $121.3 萬 | 0.5% | −367−1.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,828 | $120.7 萬 | 0.5% | −3−0.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,366 | $118.1 萬 | 0.5% | −2,665−44.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 46,034 | $116.6 萬 | 0.5% | −2,483−5.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,531 | $113.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 19,170 | $109.1 萬 | 0.5% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,873 | $106.9 萬 | 0.5% | −70−3.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,306 | $106.5 萬 | 0.5% | −363−9.9% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 32,294 | $100.0 萬 | 0.4% | −2,771−7.9% | 減碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 9,393 | $89.1 萬 | 0.4% | +356+3.9% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 6,660 | $88.9 萬 | 0.4% | −87−1.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 13,060 | $86.9 萬 | 0.4% | −187−1.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,270 | $80.5 萬 | 0.4% | −59−1.8% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,049 | $79.1 萬 | 0.3% | −32−3.0% | 減碼 | – |
| NFLXNetflix Inc | Stock | 7,809 | $73.2 萬 | 0.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,422 | $70.8 萬 | 0.3% | −17−0.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,621 | $70.1 萬 | 0.3% | +332+3.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,733 | $69.6 萬 | 0.3% | −75−2.0% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,436 | $69.1 萬 | 0.3% | −145−9.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 632 | $68.0 萬 | 0.3% | −5−0.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,316 | $62.3 萬 | 0.3% | −5−0.4% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 35,231 | $62.3 萬 | 0.3% | +969+2.8% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 13,193 | $62.0 萬 | 0.3% | −2,449−15.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,370 | $61.2 萬 | 0.3% | +14+0.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 26,690 | $58.8 萬 | 0.3% | +26,690 | 新進 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 14,421 | $58.6 萬 | 0.3% | −37−0.3% | 減碼 | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 13,874 | $57.2 萬 | 0.2% | −5,489−28.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 653 | $56.3 萬 | 0.2% | −465−41.6% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 10,405 | $54.5 萬 | 0.2% | +1,443+16.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,871 | $54.3 萬 | 0.2% | −26−1.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,442 | $53.5 萬 | 0.2% | −255−5.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 22,372 | $51.8 萬 | 0.2% | +8,215+58.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 22,030 | $51.8 萬 | 0.2% | +6,489+41.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 21,875 | $51.8 萬 | 0.2% | +6,435+41.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 21,870 | $51.7 萬 | 0.2% | +6,435+41.7% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 6,274 | $50.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,718 | $44.7 萬 | 0.2% | +242+7.0% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,306 | $43.8 萬 | 0.2% | −184−3.4% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,167 | $43.6 萬 | 0.2% | +1,779+21.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,903 | $41.1 萬 | 0.2% | −314−7.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,730 | $39.6 萬 | 0.2% | −46−2.6% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,659 | $39.0 萬 | 0.2% | +797+20.6% | 加碼 | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 5,615 | $38.6 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,082 | $37.2 萬 | 0.2% | −4−0.4% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 14,579 | $36.6 萬 | 0.2% | +1,974+15.7% | 加碼 | – |
| APHAmphenol Corp | CL A | 2,695 | $36.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 969 | $36.2 萬 | 0.2% | −9−0.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 20,510 | $34.2 萬 | 0.1% | +20,510 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,117 | $34.2 萬 | 0.1% | −9−0.8% | 減碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 6,497 | $32.4 萬 | 0.1% | +2,024+45.2% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 12,829 | $30.4 萬 | 0.1% | +2,199+20.7% | 加碼 | – |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 229,858 | $475.6 萬 | 2.2% | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 109,497 | $252.5 萬 | 1.2% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 770 | $38.7 萬 | 0.2% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 12,257 | $30.1 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 895 | $25.2 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,787 | $21.0 萬 | 0.1% | 歷史 |