HHM Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001750086
$9.96亿2026Q2 申报市值
897持仓数
67.5%前十大占比 · 第一大 16.9%
81 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVUV 加仓+$928.90万
SCHD 加仓+$495.02万
SCHG 加仓+$450.34万
SCHB 加仓+$323.67万
SPMD 加仓+$284.14万
2026Q2 卖出最多 按季末市值估算
CALF 减仓-$658.45万
MU 减仓-$144.63万
USMV 减仓-$94.76万
TFI 减仓-$56.28万
SCHM 减仓-$38.82万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $145.55万 | 0.15% | 1,734 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $150.78万 | 0.15% | 65,187 | 1,359 | 2.1% | $3.14万 | 加仓 |
| WM | WASTE MGMT INC DEL | $152.14万 | 0.15% | 6,826 | 12 | 0.2% | $2,675 | 加仓 |
| — | EXXON MOBIL CORP | $160.51万 | 0.16% | 11,740 | 223 | 1.9% | $3.05万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $163.94万 | 0.16% | 54,286 | -4,940 | -8.3% | -$14.92万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $165.60万 | 0.17% | 69,932 | -2,350 | -3.3% | -$5.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $166.68万 | 0.17% | 11,367 | 53 | 0.5% | $7,772 | 加仓 |
| HCA | HCA HEALTHCARE INC | $173.91万 | 0.17% | 4,460 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $180.80万 | 0.18% | 4,886 | -108 | -2.2% | -$4.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $182.26万 | 0.18% | 1,579 | -1,253 | -44.2% | -$144.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $188.95万 | 0.19% | 2,751 | 33 | 1.2% | $2.27万 | 加仓 |
| SO | SOUTHERN CO | $192.48万 | 0.19% | 20,111 | -424 | -2.1% | -$4.06万 | 减仓 |
| WMT | WALMART INC | $195.01万 | 0.20% | 17,218 | 243 | 1.4% | $2.75万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $202.51万 | 0.20% | 22,476 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $211.58万 | 0.21% | 3,756 | 1,739 | 86.2% | $97.96万 | 加仓 |
| IWF | ISHARES TR | $213.82万 | 0.21% | 17,220 | -16 | -0.1% | -$1,987 | 减仓 |
| CSCO | CISCO SYS INC | $213.89万 | 0.21% | 18,210 | 315 | 1.8% | $3.70万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $221.78万 | 0.22% | 25,565 | -1,769 | -6.5% | -$15.35万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $229.94万 | 0.23% | 56,539 | -3,035 | -5.1% | -$12.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $234.04万 | 0.23% | 3,178 | -1 | -0.0% | -$736 | 减仓 |
| MOAT | VANECK ETF TRUST | $236.62万 | 0.24% | 22,761 | -220 | -1.0% | -$2.29万 | 减仓 |
| HD | HOME DEPOT INC | $236.65万 | 0.24% | 6,710 | 42 | 0.6% | $1.48万 | 加仓 |
| ABBV | ABBVIE INC | $237.07万 | 0.24% | 9,421 | 36 | 0.4% | $9,059 | 加仓 |
| UNM | UNUM GROUP 看跌期权 | $240.49万 | 0.24% | 26,900 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $248.14万 | 0.25% | 7,233 | 1,143 | 18.8% | $39.21万 | 加仓 |
| TSLA | TESLA INC | $248.32万 | 0.25% | 5,904 | 51 | 0.9% | $2.15万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $258.46万 | 0.26% | 91,071 | 33,663 | 58.6% | $95.54万 | 加仓 |
| LLY | ELI LILLY & CO | $263.96万 | 0.27% | 2,201 | 97 | 4.6% | $11.63万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $270.20万 | 0.27% | 88,708 | -1,785 | -2.0% | -$5.44万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $280.90万 | 0.28% | 43,550 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $282.44万 | 0.28% | 31,593 | 262 | 0.8% | $2.34万 | 加仓 |
| TFI | SPDR SERIES TRUST | $287.65万 | 0.29% | 62,805 | -12,289 | -16.4% | -$56.28万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $287.98万 | 0.29% | 20,536 | -1,265 | -5.8% | -$17.74万 | 减仓 |
| USMV | ISHARES TR | $302.96万 | 0.30% | 31,408 | -9,824 | -23.8% | -$94.76万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $321.61万 | 0.32% | 10,223 | 8 | 0.1% | $2,517 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $349.98万 | 0.35% | 10,692 | 138 | 1.3% | $4.52万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $355.53万 | 0.36% | 93,414 | 49 | 0.1% | $1,865 | 加仓 |
| GOOG | ALPHABET INC | $364.38万 | 0.37% | 10,313 | 691 | 7.2% | $24.41万 | 加仓 |
| IVV | ISHARES TR | $370.90万 | 0.37% | 4,953 | 212 | 4.5% | $15.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $409.26万 | 0.41% | 47,512 | -302 | -0.6% | -$2.60万 | 减仓 |
| GOOGL | ALPHABET INC | $454.68万 | 0.46% | 12,723 | 139 | 1.1% | $4.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $527.23万 | 0.53% | 26,350 | 1,567 | 6.3% | $31.35万 | 加仓 |
| CAT | CATERPILLAR INC | $544.40万 | 0.55% | 5,112 | 15 | 0.3% | $1.60万 | 加仓 |
| AMZN | AMAZON COM INC | $820.18万 | 0.82% | 34,412 | 2,924 | 9.3% | $69.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $998.39万 | 1.00% | 26,765 | 1,869 | 7.5% | $69.72万 | 加仓 |
| CALF | PACER FDS TR | $1,265.78万 | 1.27% | 250,104 | -130,102 | -34.2% | -$658.45万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,733.44万 | 1.74% | 479,778 | 14,408 | 3.1% | $52.06万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,743.78万 | 1.75% | 472,953 | -10,530 | -2.2% | -$38.82万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,793.59万 | 1.80% | 75,800 | 70 | 0.1% | $1.66万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,908.28万 | 1.92% | 480,918 | 47,789 | 11.0% | $189.63万 | 加仓 |
| AAPL | APPLE INC | $1,986.53万 | 1.99% | 68,653 | -127 | -0.2% | -$3.67万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,013.24万 | 2.02% | 381,584 | 39,318 | 11.5% | $207.44万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,805.65万 | 2.82% | 224,884 | 74,455 | 49.5% | $928.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $3,068.00万 | 3.08% | 318,158 | 13,909 | 4.6% | $134.12万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,097.06万 | 3.11% | 1,118,071 | 43,792 | 4.1% | $121.30万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $3,768.19万 | 3.78% | 1,298,928 | -9,269 | -0.7% | -$26.89万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $5,786.03万 | 5.81% | 856,429 | 42,057 | 5.2% | $284.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.26亿 | 12.67% | 3,728,072 | 133,079 | 3.7% | $450.34万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.52亿 | 15.29% | 5,258,356 | 111,765 | 2.2% | $323.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.68亿 | 16.91% | 5,312,613 | 156,107 | 3.0% | $495.02万 | 加仓 |