HHM Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001750086
$8.69亿2026Q1 申报市值
876持仓数
67.1%前十大占比 · 第一大 18.2%
82 / 54新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVUV 新建仓+$1,661.79万
SPTS 加仓+$618.79万
SCHD 加仓+$424.07万
SCHG 加仓+$327.15万
SCHB 加仓+$273.45万
2026Q1 卖出最多 按季末市值估算
CALF 减仓-$1,699.56万
GLD 减仓-$93.42万
PINNACLE FINL PA 清仓-$58.62万
IBIT 减仓-$50.67万
SGOV 减仓-$48.76万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNM | UNUM GROUP | $228.81万 | 0.26% | 31,331 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $246.14万 | 0.28% | 90,493 | -2,920 | -3.1% | -$7.94万 | 减仓 |
| GOOG | ALPHABET INC | $276.03万 | 0.32% | 9,622 | -415 | -4.1% | -$11.91万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $283.87万 | 0.33% | 21,801 | -235 | -1.1% | -$3.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $293.16万 | 0.34% | 10,215 | 359 | 3.6% | $10.30万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $302.78万 | 0.35% | 93,365 | -3,921 | -4.0% | -$12.72万 | 减仓 |
| IVV | ISHARES TR | $309.69万 | 0.36% | 4,741 | 1,309 | 38.1% | $85.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $310.46万 | 0.36% | 10,554 | 537 | 5.4% | $15.80万 | 加仓 |
| TFI | SPDR SERIES TRUST | $340.48万 | 0.39% | 75,094 | 3,715 | 5.2% | $16.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $348.10万 | 0.40% | 7,969 | -133 | -1.6% | -$5.81万 | 减仓 |
| CAT | CATERPILLAR INC | $361.08万 | 0.42% | 5,097 | -657 | -11.4% | -$46.54万 | 减仓 |
| GOOGL | ALPHABET INC | $361.87万 | 0.42% | 12,584 | -359 | -2.8% | -$10.32万 | 减仓 |
| USMV | ISHARES TR | $382.39万 | 0.44% | 41,232 | -751 | -1.8% | -$6.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $432.21万 | 0.50% | 24,783 | 2,122 | 9.4% | $37.01万 | 加仓 |
| AMZN | AMAZON COM INC | $655.80万 | 0.75% | 31,488 | -900 | -2.8% | -$18.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $921.57万 | 1.06% | 24,896 | 952 | 4.0% | $35.24万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,353.30万 | 1.56% | 465,370 | 19,671 | 4.4% | $57.20万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,496.86万 | 1.72% | 483,483 | -3,571 | -0.7% | -$11.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,628.65万 | 1.87% | 75,730 | -140 | -0.2% | -$3.01万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,657.15万 | 1.91% | 433,129 | 630 | 0.1% | $2.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,661.79万 | 1.91% | 150,429 | 150,429 | — | $1,661.79万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,674.71万 | 1.93% | 342,266 | 20,140 | 6.3% | $98.54万 | 加仓 |
| CALF | PACER FDS TR | $1,705.98万 | 1.96% | 380,206 | -378,774 | -49.9% | -$1,699.56万 | 减仓 |
| AAPL | APPLE INC | $1,745.56万 | 2.01% | 68,780 | 2,039 | 3.1% | $51.75万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,658.84万 | 3.06% | 1,074,279 | -11,983 | -1.1% | -$29.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,698.69万 | 3.11% | 304,249 | 15,356 | 5.3% | $136.21万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $3,817.32万 | 4.39% | 1,308,197 | 212,060 | 19.3% | $618.79万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $4,822.71万 | 5.55% | 814,372 | 33,281 | 4.3% | $197.09万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.05亿 | 12.05% | 3,594,993 | 112,307 | 3.2% | $327.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.29亿 | 14.87% | 5,146,591 | 108,943 | 2.2% | $273.45万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.58亿 | 18.21% | 5,156,506 | 138,225 | 2.8% | $424.07万 | 加仓 |