Howard Capital Management Group, LLC
CIK 1860501 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.6B
- 持仓
- 150
- 截至
- 2026年6月30日
按 13F 价值排名第 1754（共 9443） · 前 18.6%
投资组合价值同比（季度）：+8.6% 13F不披露现金
- 前十大持仓权重
- 55.52%
- 前二十五大持仓权重
- 87.27%
- 持仓高于 1%
- 29
- 有效持仓数量
- 22.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.56% 估计买入 $8760687 · 卖出 $58701667
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 82.4% 仍持有
- 新仓位
- 18
- 增加
- 20
- 减少
- 50
- 已结清
- 11
本页内容
与标普500指数的表现对比
年化：+10.9% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：91.3% · 已排除期权：0.0%
行业细分
Technology
29.5%
Retail
10.6%
Industrials
9.7%
Communication Services
7.5%
Healthcare
6.4%
Financial Services
6.2%
Financials
3.9%
Consumer Staples
2.6%
Energy
1.6%
Packaging
1.1%
Consumer Discretionary
0.2%
Real Estate
0.2%
Consumer products
0.1%
Utilities
0.1%
Communications
0.1%
Telecommunication
0.0%
Materials
0.0%
Logistics & Transportation
0.0%
其他/未映射
20.3%
完整投资组合 150 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $186033162 | 11.38% | 929747 | $20425237 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $119858749 | 7.33% | 414220 | $13676920 | 下跌 ×1 | ||
| SPY SPY | $108849872 | 6.66% | 145761 | $12314786 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $102181252 | 6.25% | 285926 | $18303962 | 下跌 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $82859378 | 5.07% | 347652 | $9705165 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $72892343 | 4.46% | 213748 | $38244466 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $71548949 | 4.38% | 191810 | $779397 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $61682171 | 3.77% | 188440 | $5799324 | 下跌 ×6 | ||
| XAR | $52333146 | 3.20% | 184408 | $5118772 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $49677338 | 3.04% | 53104 | $-3958183 | 下跌 ×3 | ||
| IYW | $44527456 | 2.72% | 176535 | $11824982 | 下跌 ×6 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $40998533 | 2.51% | 138973 | $3238831 | 上涨 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $39555124 | 2.42% | 307822 | $2409863 | 下跌 ×1 | ||
| AME AMETEK, Inc. | $39528157 | 2.42% | 163380 | $4479225 | 下跌 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $37647839 | 2.30% | 38490 | $3143499 | 下跌 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $37508680 | 2.29% | 247582 | $-2332104 | 下跌 ×1 | ||
| V Visa Inc. | $36071478 | 2.21% | 105137 | $4145538 | 下跌 ×1 | ||
| BX Blackstone Inc. Common Stock | $33906257 | 2.07% | 288147 | $889868 | 上涨 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $33689992 | 2.06% | 414544 | $2038070 | 下跌 ×1 | ||
| VB | $33311979 | 2.04% | 109897 | $4430323 | 下跌 ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $33024311 | 2.02% | 66705 | $9372325 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $29314421 | 1.79% | 58470 | $865088 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $28165924 | 1.72% | 356395 | $-783852 | 下跌 ×3 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $26033014 | 1.59% | 134733 | $3092144 | 上涨 ×2 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $25901557 | 1.58% | 210394 | $-6965275 | 上涨 ×2 | ||
| EQT EQT Corporation Common Stock | $23785919 | 1.45% | 447356 | $-4337552 | 上涨 ×2 | ||
| CRM Salesforce, Inc. Common Stock | $20054908 | 1.23% | 128016 | $-3798625 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $19114706 | 1.17% | 54099 | $3539898 | 下跌 ×3 | ||
| ATR AptarGroup, Inc. Common Stock | $17325969 | 1.06% | 138386 | $70431 | 上涨 ×2 | ||
| XLV XLV | $10812752 | 0.66% | 68150 | $775488 | 下跌 ×1 | ||
| IYG | $8431587 | 0.52% | 93198 | $636055 | 下跌 ×1 | ||
| XLP XLP | $5900904 | 0.36% | 71035 | $30234 | 下跌 ×1 | ||
| IBB IBB | $5494011 | 0.34% | 28887 | $566545 | 下跌 ×6 | ||
| PM Philip Morris International Inc Common Stock | $5295959 | 0.32% | 29274 | $455796 | |||
| XLI XLI | $5045566 | 0.31% | 27239 | $901754 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4639320 | 0.28% | 6300 | $1003086 | |||
| JNJ Johnson & Johnson Common Stock | $4213331 | 0.26% | 16590 | $155657 | 下跌 ×1 | ||
| XLY XLY | $3906781 | 0.24% | 33312 | $259628 | 下跌 ×2 | ||
| BRKB | $3695881 | 0.23% | 7386 | $-69673 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $2748620 | 0.17% | 8126 | $290668 | |||
| MO Altria Group, Inc. | $2686901 | 0.16% | 37344 | $222570 | |||
| XOM Exxon Mobil Corporation Common Stock | $2208188 | 0.14% | 16151 | $-559434 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1946033 | 0.12% | 5374 | $55191 | |||
| IVW | $1884161 | 0.12% | 13700 | $328898 | 下跌 ×3 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1840508 | 0.11% | 9960 | $557859 | |||
| LLY Eli Lilly and Company Common Stock | $1775156 | 0.11% | 1480 | $505873 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1738340 | 0.11% | 4133 | $183310 | 下跌 ×2 | ||
| XLF XLF | $1719503 | 0.11% | 32074 | $127137 | 下跌 ×6 | ||
| WMT Walmart Inc. - Common Stock | $1556079 | 0.10% | 13739 | $-126548 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $1339502 | 0.08% | 3546 | $226504 | 下跌 ×1 | ||
| KRG Kite Realty Group Trust Common Stock | $1323501 | 0.08% | 46635 | $178612 | |||
| GE GE Aerospace Common Stock | $1223218 | 0.07% | 3273 | $294439 | |||
| GEV GE Vernova Inc. Common Stock | $1213630 | 0.07% | 1033 | $311924 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1172434 | 0.07% | 2455 | $680717 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $1137668 | 0.07% | 7763 | $-4347 | |||
| PG Procter & Gamble Company (The) Common Stock | $1105203 | 0.07% | 7537 | $16582 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $1064603 | 0.07% | 18406 | $3681 | |||
| IBM International Business Machines Corporation Common Stock | $1044976 | 0.06% | 3716 | $132135 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $1032280 | 0.06% | 7393 | $725603 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $993356 | 0.06% | 1710 | $747206 | 上涨 ×1 | ||
| RSP | $973423 | 0.06% | 4575 | $-133380 | 下跌 ×1 | ||
| SO Southern Company (The) Common Stock | $910921 | 0.06% | 9518 | $-25083 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $904221 | 0.06% | 5455 | $-226487 | 下跌 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $900503 | 0.06% | 1599 | $-24211 | 下跌 ×3 | ||
| BAC Bank of America Corporation Common Stock | $897207 | 0.05% | 15746 | $129589 | |||
| VOO | $893130 | 0.05% | 1300 | $116528 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $889642 | 0.05% | 7574 | $224385 | 下跌 ×2 | ||
| OEF | $867112 | 0.05% | 2370 | $113286 | |||
| IBIT iShares Bitcoin Trust ETF | $849394 | 0.05% | 25515 | $-141458 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $826165 | 0.05% | 2343 | $-50613 | 下跌 ×2 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $819804 | 0.05% | 1787 | $25661 | |||
| HPP Hudson Pacific Properties, Inc. Common Stock | $798888 | 0.05% | 52593 | $488063 | |||
| VO | $790553 | 0.05% | 9812 | $86100 | 上涨 ×1 | ||
| CGGO | $785899 | 0.05% | 18566 | $166352 | |||
| DIS Walt Disney Company (The) Common Stock | $781241 | 0.05% | 8117 | $-48950 | 下跌 ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $735708 | 0.04% | 1850 | $-140173 | 下跌 ×2 | ||
| MCD McDonald's Corporation Common Stock | $729837 | 0.04% | 2700 | $-109296 | |||
| XLC XLC | $724949 | 0.04% | 6767 | $-13379 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $692574 | 0.04% | 600 | 上涨 ×1 | |||
| IJR | $659831 | 0.04% | 4449 | $106776 | |||
| IVV | $641257 | 0.04% | 856 | $81974 | |||
| UNP Union Pacific Corporation Common Stock | $600304 | 0.04% | 2207 | $64842 | |||
| PEP PepsiCo, Inc. - Common Stock | $594603 | 0.04% | 4391 | $-87346 | |||
| SPDW | $564368 | 0.03% | 11200 | $53088 | |||
| DE Deere & Company Common Stock | $548695 | 0.03% | 865 | $61441 | |||
| SAP SAP SE ADS | $520121 | 0.03% | 3375 | $-57713 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $517752 | 0.03% | 1200 | 上涨 ×1 | |||
| POWL Powell Industries, Inc. - Common Stock | $515448 | 0.03% | 1800 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $506300 | 0.03% | 2012 | $68710 | |||
| RTX RTX Corporation Common Stock | $493946 | 0.03% | 2603 | $30327 | 上涨 ×1 | ||
| PHO Invesco Water Resources ETF | $491974 | 0.03% | 7122 | $10576 | 下跌 ×5 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $489794 | 0.03% | 3387 | $87994 | |||
| NSC Norfolk Southern Corporation Common Stock | $483210 | 0.03% | 1536 | $42378 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $466680 | 0.03% | 4000 | $-105275 | 上涨 ×1 | ||
| VIG | $455730 | 0.03% | 1926 | $41524 | |||
| WFC Wells Fargo & Company Common Stock | $450388 | 0.03% | 5450 | $16513 | |||
| DHI D.R. Horton, Inc. Common Stock | $438962 | 0.03% | 2695 | $69154 | |||
| MDY | $432554 | 0.03% | 615 | $53247 | |||
| T AT&T Inc. | $405927 | 0.02% | 19610 | $-162567 | |||
| PFGC Performance Food Group Company Common Stock | $405798 | 0.02% | 3630 | $94852 | |||
| 无匹配项 | |||||||
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 |
|---|---|---|---|
| WMT | $1556079 | 0.10% | 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 |
|---|---|---|---|
| MU | $692574 | 600 | 0.04% |
| DELL | $517752 | 1200 | 0.03% |
| POWL | $515448 | 1800 | 0.03% |
| ASML | $298416 | 150 | 0.02% |
| TXN | $291811 | 979 | 0.02% |
| XLK | $278921 | 1464 | 0.02% |
| 未知发行人 (CUSIP: 438516205) | $266889 | 1192 | 0.02% |
| CAT | $266225 | 250 | 0.02% |
| APH | $263775 | 1496 | 0.02% |
| 未知发行人 (CUSIP: 43849R105) | $263527 | 1192 | 0.02% |
| MRVL | $253207 | 850 | 0.02% |
| DIA | $219404 | 420 | 0.01% |
| IDGT | $209857 | 1753 | 0.01% |
| IVE | $208214 | 917 | 0.01% |
| GLW | $178801 | 700 | 0.01% |
季度涨幅榜
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 |
|---|---|---|---|---|
| ACN | 2026年6月30日 | 131704 | $26115665 | 46.7% |
| GPK | 2025年12月31日 | 1069223 | $20924694 | -22.4% |
| ZTS | 2026年6月30日 | 108461 | $12821152 | 6.6% |
| UPRO | 2026年6月30日 | 10000 | $969800 | 不再跟踪 |
| OCSL | 2025年3月31日 | 62041 | $947986 | -14.9% |
| HON | 2026年6月30日 | 2386 | $539308 | -1.9% |
| XLU | 2025年12月31日 | 3770 | $328782 | 不再跟踪 |
| UNH | 2025年3月31日 | 584 | $295422 | -26.0% |
| ADSK | 2026年6月30日 | 1114 | $266692 | 27.1% |
| VZ | 2025年12月31日 | 5649 | $248274 | 21.4% |
| LDOS | 2025年9月30日 | 1500 | $236640 | -24.9% |
| FDX | 2026年6月30日 | 625 | $222613 | 5.2% |
| AMD | 2025年3月31日 | 1827 | $220683 | 358.2% |
| XBI | 2025年9月30日 | 2640 | $218963 | 不再跟踪 |
| VRSK | 2025年9月30日 | 688 | $214312 | -26.0% |
| ABT | 2026年6月30日 | 2076 | $213143 | 26.1% |
| IDGT | 2025年3月31日 | 2646 | $213134 | 不再跟踪 |
| EME | 2025年12月31日 | 325 | $211101 | 29.1% |
| XLK | 2026年3月31日 | 1464 | $210772 | 不再跟踪 |
| BMY | 2025年6月30日 | 3455 | $210720 | 42.7% |
| NVO | 2025年9月30日 | 3022 | $208578 | -15.8% |
| BR | 2025年12月31日 | 875 | $208399 | -19.7% |
| IDGT | 2026年3月31日 | 2396 | $203654 | 不再跟踪 |
| TXN | 2025年9月30日 | 979 | $203260 | 44.3% |
| LMT | 2026年6月30日 | 336 | $203075 | 11.6% |
| BLK | 2025年3月31日 | 198 | $202572 | 22.2% |
| KHC | 2025年6月30日 | 6656 | $202542 | -1.3% |
| ITT | 2026年6月30日 | 1063 | $202504 | 6.1% |
| APH | 2026年3月31日 | 1496 | $202169 | 23.4% |
| DIA | 2026年3月31日 | 420 | $201839 | 不再跟踪 |
| VEA | 2025年9月30日 | 3537 | $201644 | 不再跟踪 |
| ED | 2026年6月30日 | 1779 | $201307 | -2.4% |
| DHR | 2026年6月30日 | 1056 | $200218 | 12.4% |
| FR | 2025年6月30日 | 3688 | $199004 | 30.6% |
| SBUX | 2026年3月31日 | 2350 | $197893 | 15.7% |
| FDX | 2025年6月30日 | 710 | $173084 | 44.9% |
| SHW | 2025年3月31日 | 501 | $170305 | -0.3% |
| ORLY | 2025年6月30日 | 78 | $111741 | -1.4% |
| GILD | 2025年9月30日 | 835 | $92576 | 30.5% |
| VNQ | 2025年3月31日 | 288 | $25655 | 不再跟踪 |
| IWR | 2026年3月31日 | 150 | $14441 | 不再跟踪 |