Hixon Zuercher, LLC

CIK 1806752 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$340.8M
按 13F 价值排名第 4800（共 9443） · 前 50.8%
持仓
88
截至
2026年6月30日

投资组合价值同比（季度）：+6.1% 13F不披露现金

前十大持仓权重
35.65%
前二十五大持仓权重
64.06%
持仓高于 1%
34
有效持仓数量
44.2

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 7.47% 估计买入 $24711516 · 卖出 $37698023

中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.6% 仍持有

新仓位
6
增加
39
减少
36
已结清
3
本页内容

行业细分

Technology
18.0%
Healthcare
9.6%
Industrials
7.9%
Retail
7.4%
Financial Services
6.7%
Communication Services
6.6%
Financials
5.7%
Utilities
3.1%
Real Estate
2.0%
Consumer Staples
1.6%
Energy
1.4%
Consumer Discretionary
1.3%
Communications
1.2%
Packaging
0.9%
Materials
0.8%
Consumer products
0.2%
其他/未映射
25.6%

完整投资组合 88 持仓

类型 连胜 8个季度趋势
GSIE $24061401 7.06% 526508 $2169504 上涨 ×1
GSLC $13727228 4.03% 96746 $1879465 上涨 ×4
JNJ Johnson & Johnson Common Stock $11952063 3.51% 47061 $234064 下跌 ×4
JHMM $11456031 3.36% 152829 $1549846 上涨 ×5
NVDA NVIDIA Corporation - Common Stock $11425529 3.35% 57102 $2893469 上涨 ×1
EMGF $11029403 3.24% 150551 $2106259 上涨 ×1
GOOGL Alphabet Inc. - Class A Common Stock $9935429 2.92% 27802 $3736684 上涨 ×1
JPM JP Morgan Chase & Co. Common Stock $9738107 2.86% 29750 $858785 下跌 ×2
AMD Advanced Micro Devices, Inc. - Common Stock $9090661 2.67% 15649 $5731828 下跌 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $9069640 2.66% 8968 $1231396 下跌 ×4
AMZN Amazon.com, Inc. - Common Stock $8805233 2.58% 36944 $1906706 上涨 ×1
NEE NextEra Energy, Inc. Common Stock $8484961 2.49% 96673 $-479451 上涨 ×1
MSFT Microsoft Corporation - Common Stock $8183271 2.40% 21938 $1749674 上涨 ×2
AAPL Apple Inc. - Common Stock $8157413 2.39% 28191 $898254 下跌 ×3
SYK Stryker Corporation Common Stock $7262866 2.13% 23068 $-338939 下跌 ×1
MA Mastercard Incorporated Common Stock $6772426 1.99% 13186 $218924 上涨 ×1
CAT Caterpillar, Inc. Common Stock $6562063 1.93% 6162 $-185291 下跌 ×5
META Meta Platforms, Inc. - Class A Common Stock $5990775 1.76% 10635 $800294 上涨 ×4
DELL Dell Technologies Inc. Class C Common Stock $5970186 1.75% 13837 $-228569 下跌 ×2
WMT Walmart Inc. - Common Stock $5880603 1.73% 51921 $-713866 下跌 ×6
SHV iShares 0-1 Year Treasury Bond ETF $5450637 1.60% 49394 $169346 上涨 ×6
TLT iShares 20+ Year Treasury Bond ETF $5432532 1.59% 62862 $160822 上涨 ×2
PEP PepsiCo, Inc. - Common Stock $4831238 1.42% 35681 $-756877 下跌 ×1
LOW Lowe's Companies, Inc. Common Stock $4569349 1.34% 20724 $-916134 下跌 ×2
SCHW Charles Schwab Corporation (The) Common Stock $4484568 1.32% 48603 $-109671 下跌 ×2
UNP Union Pacific Corporation Common Stock $4292111 1.26% 15780 上涨 ×1
APH Amphenol Corporation Common Stock $4182371 1.23% 23720 $1120674 下跌 ×3
BAC Bank of America Corporation Common Stock $4145639 1.22% 72756 $665278 上涨 ×2
ANET Arista Networks, Inc. Common Stock $4042974 1.19% 23799 上涨 ×1
JPST $3980150 1.17% 78706 $62381 上涨 ×2
AVGO Broadcom Inc. - Common Stock $3851079 1.13% 10195 $653648 下跌 ×1
BRKB $3529251 1.04% 7053 $-1098863 下跌 ×5
BKR Baker Hughes Company - Common Stock $3426520 1.01% 61739 $-160269 上涨 ×1
CPRT Copart, Inc. - Common Stock $3413865 1.00% 121102 $-526045 上涨 ×2
PGR Progressive Corporation (The) Common Stock $3292536 0.97% 15072 $560355 上涨 ×2
CCK Crown Holdings, Inc. $3046321 0.89% 27243 $537463 上涨 ×2
GEN Gen Digital Inc. - Common Stock $2940975 0.86% 118159 $547809 下跌 ×1
SBUX Starbucks Corporation - Common Stock $2878642 0.84% 28170 $289922 下跌 ×1
TDG Transdigm Group Incorporated Common Stock $2848795 0.84% 2139 $601953 上涨 ×1
DLR Digital Realty Trust, Inc. Common Stock $2795868 0.82% 15569 $-85216 下跌 ×2
EW Edwards Lifesciences Corporation Common Stock $2758668 0.81% 30496 $282835 下跌 ×2
COST Costco Wholesale Corporation - Common Stock $2748568 0.81% 2938 $-205985 下跌 ×3
MANH Manhattan Associates, Inc. - Common Stock $2736959 0.80% 19655 $80150 下跌 ×1
CRM Salesforce, Inc. Common Stock $2662503 0.78% 16995 $-520934 下跌 ×1
APD Air Products and Chemicals, Inc. Common Stock $2604927 0.76% 8885 $97278 上涨 ×2
ADBE Adobe Inc. - Common Stock $2549629 0.75% 12436 $-485468 下跌 ×1
DIS Walt Disney Company (The) Common Stock $2536697 0.74% 26355 $115024 上涨 ×2
PLD Prologis, Inc. Common Stock $2457771 0.72% 18143 $27677 下跌 ×4
HCA HCA Healthcare, Inc. Common Stock $2440359 0.72% 6259 $-556146 下跌 ×2
DE Deere & Company Common Stock $2336365 0.69% 3683 $252113 下跌 ×4
NYT New York Times Company (The) Common Stock $2280218 0.67% 32584 $-89496 上涨 ×2
WFC Wells Fargo & Company Common Stock $2231552 0.65% 27003 $-2310483 下跌 ×2
ABT Abbott Laboratories Common Stock $2137041 0.63% 23551 $-279548 上涨 ×2
LLY Eli Lilly and Company Common Stock $2116994 0.62% 1765 $507396 上涨 ×1
AEP American Electric Power Company, Inc. - Common Stock $2082726 0.61% 15223 $73268 下跌 ×1
DOX Amdocs Limited - Ordinary Shares $2071556 0.61% 40988 $-702436 下跌 ×1
PFE Pfizer, Inc. Common Stock $2023130 0.59% 84017 $-202527 上涨 ×2
OC Owens Corning Inc Common Stock New $1958382 0.57% 12320 $727689 上涨 ×2
DG Dollar General Corporation Common Stock $1861140 0.55% 16168 $-6163 上涨 ×4
QCOM QUALCOMM Incorporated - Common Stock $1727661 0.51% 9349 $518065 下跌 ×1
ICE Intercontinental Exchange Inc. Common Stock $1687813 0.50% 13710 $-401540 上涨 ×2
MCD McDonald's Corporation Common Stock $1537199 0.45% 5687 $-136836 上涨 ×2
ZTS Zoetis Inc. Class A Common Stock $1491128 0.44% 20750 $-531582 上涨 ×2
AMT American Tower Corporation (REIT) Common Stock $1441264 0.42% 8811 $-3623 上涨 ×2
TSCO Tractor Supply Company - Common Stock $1373836 0.40% 43462 $81614 上涨 ×2
未知发行人 (CUSIP: 438516205) $1284290 0.38% 5736 上涨 ×1
NFLX Netflix, Inc. - Common Stock $1272277 0.37% 17819 $-838023 下跌 ×1
未知发行人 (CUSIP: 43849R105) $1268115 0.37% 5736 上涨 ×1
IEFA $1265198 0.37% 13100 $79255
GSSC $1211272 0.36% 13273 $253399 上涨 ×1
CDW CDW Corporation - Common Stock $1167247 0.34% 8300 $-65708 下跌 ×1
MPC Marathon Petroleum Corporation Common Stock $808739 0.24% 3163
HSY The Hershey Company Common Stock $739329 0.22% 4214 $-110408 上涨 ×2
V Visa Inc. $665938 0.20% 1941 $146690 上涨 ×1
ABBV AbbVie Inc. Common Stock $660666 0.19% 2625 $138690 上涨 ×1
PG Procter & Gamble Company (The) Common Stock $653721 0.19% 4458 $103693 上涨 ×1
RSP $617884 0.18% 2904 $60548
IEMG $548401 0.16% 6620 $86656
IJR $542221 0.16% 3656 $87744
IVV $542196 0.16% 724 $49022 下跌 ×2
GOOG Alphabet Inc. - Class C Capital Stock $508795 0.15% 1440 $95717
CCJ Cameco Corporation Common Stock $407440 0.12% 4000 $-27000
JEPI $398297 0.12% 7052 $-240953 下跌 ×1
GPIX Goldman Sachs S&P 500 Premium Income ETF $347813 0.10% 6259 $-159254 下跌 ×1
MMM 3M Company Common Stock $307629 0.09% 1900 $75261 上涨 ×1
FYEE $290446 0.09% 10054 $-172121 下跌 ×1
IJJ $236368 0.07% 1600 $24368
WELL Welltower Inc. Common Stock $216529 0.06% 954 上涨 ×1

重仓股

持仓连续增加3个季度以上。

持股数量按13F申报数据报告（未按拆股调整）

证券 价值 % 占投资组合 连胜
GSLC $13727228 4.03% 上涨 ×4
JHMM $11456031 3.36% 上涨 ×5
META $5990775 1.76% 上涨 ×4
SHV $5450637 1.60% 上涨 ×6
DG $1861140 0.55% 上涨 ×4

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
UNP $4292111 15780 1.26%
ANET $4042974 23799 1.19%
未知发行人 (CUSIP: 438516205) $1284290 5736 0.38%
未知发行人 (CUSIP: 43849R105) $1268115 5736 0.37%
MPC $808739 3163 0.24%
WELL $216529 954 0.06%

季度涨幅榜

证券 操作 股份变动 价值变动
AMD 削减 -862 +$5.7M
GOOGL 增持 +6K +$3.7M
NVDA 增持 +8K +$2.9M
WFC 削减 -30K -$2.3M
GSIE 增持 +19K +$2.2M
EMGF 增持 +3K +$2.1M
AMZN 增持 +4K +$1.9M
GSLC 增持 +2K +$1.9M
MSFT 增持 +5K +$1.7M
JHMM 增持 +5K +$1.5M

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
XOM 2026年6月30日 56000 $9500920 21.7%
IVV 2025年3月31日 11877 $6992021 不再跟踪
HON 2026年6月30日 27166 $6140233 -1.9%
CALF 2025年3月31日 81250 $3575814 不再跟踪
AGG 2025年3月31日 24962 $2418818 不再跟踪
MKTX 2025年6月30日 10680 $2310721 -27.4%
PPG 2025年12月31日 20134 $2116326 10.9%
TSLA 2025年12月31日 2109 $937919 -22.5%
ILMN 2025年6月30日 9445 $749366 120.1%
MPC 2025年12月31日 3317 $639235 123.1%
ORCL 2026年3月31日 3071 $598575 -0.4%
VTI 2026年3月31日 1551 $519917 不再跟踪
DVY 2026年3月31日 3499 $493859
HDV 2026年3月31日 4011 $487825 不再跟踪
AGG 2026年3月31日 3790 $378545 不再跟踪
JKHY 2025年12月31日 2497 $371878 -10.1%
VXUS 2026年3月31日 3908 $294844
SDEM 2026年6月30日 8116 $263003 不再跟踪
ZBRA 2025年3月31日 600 $231732 27.3%
GOOG 2025年3月31日 1080 $205675 117.0%