William Howard & Co Financial Advisors Inc
CIK 2023493 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $128.6M
- 持仓
- 54
- 截至
- 2026年6月30日
按 13F 价值排名第 7854（共 9443） · 前 83.2%
投资组合价值同比（季度）：+11.1% 13F不披露现金
- 前十大持仓权重
- 73.08%
- 前二十五大持仓权重
- 90.15%
- 持仓高于 1%
- 18
- 有效持仓数量
- 10.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.57% 估计买入 $1242299 · 卖出 $699175
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.0% 仍持有
- 新仓位
- 1
- 增加
- 23
- 减少
- 11
- 已结清
- 1
本页内容
行业细分
Technology
2.5%
Industrials
1.8%
Health Care
1.3%
Financials
0.9%
Financial Services
0.5%
Retail
0.3%
其他/未映射
92.8%
完整投资组合 54 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $30049333 | 23.37% | 40126 | $3706479 | 下跌 ×6 | ||
| IWM | $14298289 | 11.12% | 47589 | $2376002 | 下跌 ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $12159492 | 9.46% | 128576 | $-120570 | 下跌 ×6 | ||
| ICF | $10883155 | 8.46% | 160922 | $929330 | 上涨 ×3 | ||
| IWV | $5874956 | 4.57% | 13778 | $768795 | 上涨 ×1 | ||
| IEFA | $5409780 | 4.21% | 56013 | $364250 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $4557656 | 3.54% | 62085 | $75156 | 上涨 ×6 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $4244439 | 3.30% | 22566 | $744227 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $3427149 | 2.67% | 29180 | $-31860 | 上涨 ×5 | ||
| EFA | $3074316 | 2.39% | 29595 | $109512 | 下跌 ×2 | ||
| VEA | $2610659 | 2.03% | 36641 | $257321 | 下跌 ×1 | ||
| APH Amphenol Corporation Common Stock | $2327071 | 1.81% | 13198 | $659504 | |||
| AAPL Apple Inc. - Common Stock | $1825110 | 1.42% | 6307 | $198985 | 下跌 ×2 | ||
| SYK Stryker Corporation Common Stock | $1728472 | 1.34% | 5490 | $-75487 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $1685156 | 1.31% | 20523 | $-6295 | 上涨 ×6 | ||
| VNQ | $1546567 | 1.20% | 16038 | $122534 | 下跌 ×1 | ||
| TIP | $1481968 | 1.15% | 13542 | $2028 | 上涨 ×1 | ||
| IEMG | $1347549 | 1.05% | 16267 | $213519 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1224232 | 0.95% | 1662 | $264697 | |||
| FRDM | $1158036 | 0.90% | 15885 | $291507 | 上涨 ×1 | ||
| CTBI Community Trust Bancorp, Inc. - Common Stock | $1125705 | 0.88% | 15557 | $181084 | |||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $1011766 | 0.79% | 22558 | $9023 | |||
| IWF | $1006035 | 0.78% | 8102 | $142984 | 上涨 ×6 | ||
| IWD | $940035 | 0.73% | 3878 | $114114 | 上涨 ×6 | ||
| AGG | $924473 | 0.72% | 9340 | $-2709 | |||
| IUSV iShares Core S&P U.S. Value ETF | $887368 | 0.69% | 8056 | $63642 | |||
| PFF iShares Preferred and Income Securities ETF | $867556 | 0.67% | 28454 | $12205 | 上涨 ×4 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $694888 | 0.54% | 8447 | $6932 | 下跌 ×2 | ||
| ITOT | $679889 | 0.53% | 4139 | $120102 | 上涨 ×3 | ||
| VUSB | $621055 | 0.48% | 12476 | $-63 | |||
| IJH | $620264 | 0.48% | 8044 | $68280 | 下跌 ×1 | ||
| VOO | $619644 | 0.48% | 902 | $67384 | 下跌 ×1 | ||
| FBND | $589732 | 0.46% | 12964 | $-1686 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $518935 | 0.40% | 680 | $253456 | |||
| VTI | $467149 | 0.36% | 1262 | $62221 | |||
| IJR | $460172 | 0.36% | 3103 | $74514 | 上涨 ×1 | ||
| SCHA | $417194 | 0.32% | 11547 | $82363 | 上涨 ×6 | ||
| FNDF | $415004 | 0.32% | 7866 | $32293 | 上涨 ×1 | ||
| V Visa Inc. | $371223 | 0.29% | 1082 | $44199 | |||
| VV | $363419 | 0.28% | 1057 | $48508 | 上涨 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $355127 | 0.28% | 1490 | $47304 | 上涨 ×2 | ||
| AVLV | $345992 | 0.27% | 3793 | $41167 | 上涨 ×6 | ||
| VWO | $333073 | 0.26% | 5580 | $31607 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $330163 | 0.26% | 1650 | $42401 | |||
| IWO | $320683 | 0.25% | 814 | $65242 | |||
| SCHX | $317278 | 0.25% | 10781 | $41582 | 上涨 ×6 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $285974 | 0.22% | 960 | 上涨 ×1 | |||
| VIOO | $277016 | 0.22% | 2014 | $45739 | |||
| EEM | $273845 | 0.21% | 4003 | $43959 | 下跌 ×1 | ||
| SCHG | $265883 | 0.21% | 7857 | $37237 | 上涨 ×1 | ||
| SCHV | $265585 | 0.21% | 7630 | $33934 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $250147 | 0.19% | 2926 | $24533 | |||
| IBM International Business Machines Corporation Common Stock | $239029 | 0.19% | 850 | $32998 | |||
| MCO Moody's Corporation Common Stock | $215137 | 0.17% | 475 | $7918 | |||
| 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 |
|---|---|---|---|
| ICF | $10883155 | 8.46% | 上涨 ×3 |
| BND | $4557656 | 3.54% | 上涨 ×6 |
| IEI | $3427149 | 2.67% | 上涨 ×5 |
| SHY | $1685156 | 1.31% | 上涨 ×6 |
| IWF | $1006035 | 0.78% | 上涨 ×6 |
| IWD | $940035 | 0.73% | 上涨 ×6 |
| PFF | $867556 | 0.67% | 上涨 ×4 |
| ITOT | $679889 | 0.53% | 上涨 ×3 |
| SCHA | $417194 | 0.32% | 上涨 ×6 |
| VV | $363419 | 0.28% | 上涨 ×4 |
| AVLV | $345992 | 0.27% | 上涨 ×6 |
| SCHX | $317278 | 0.25% | 上涨 ×6 |
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 |
|---|---|---|---|
| MRVL | $285974 | 960 | 0.22% |
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。