13F 机构持仓

HHM Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001750086

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHD 16.9%
SCHB 15.3%
SCHG 12.7%
SPMD 5.8%
SPTS 3.8%
SCHF 3.1%
VNQ 3.1%
AVUV 2.8%
FNDF 2.0%
AAPL 2.0%

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
EMLP FIRST TR EXCHANGE-TRADED FD $3480.00%8 8— $348 新建仓
FXR FIRST TR EXCHANGE-TRADED FD $3650.00%4 4— $365 新建仓
FEM FIRST TR EXCH TRD ALPHDX FD $3840.00%12 12— $384 新建仓
CHTR CHARTER COMMUNICATIONS INC $4270.00%3 00.0% — 不变
FNX FIRST TR EXCHANGE-TRADED ALP $4400.00%3 3— $440 新建仓
MARA MARA HOLDINGS INC $4590.00%33 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $4920.00%25 25— $492 新建仓
HLN HALEON PLC $5510.00%59 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $5580.00%32 00.0% — 不变
XLB SELECT SECTOR SPDR TR $6100.00%12 220.0% $102 加仓
ATMU ATMUS FILTRATION TECHNOLOGIE $6120.00%12 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $6160.00%16 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $6700.00%2 2— $670 新建仓
LMAT LEMAITRE VASCULAR INC $6720.00%7 00.0% — 不变
MAT MATTEL INC $6940.00%50 00.0% — 不变
PBR/A PETROLEO BRASILEIRO S A $7320.00%50 00.0% — 不变
ZIP ZIPRECRUITER INC $7500.00%200 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $8320.00%50 00.0% — 不变
FDT FIRST TR EXCH TRD ALPHDX FD $8530.00%9 9— $853 新建仓
FEP FIRST TR EXCH TRD ALPHDX FD $8560.00%15 15— $856 新建仓
ITRI ITRON INC $8660.00%10 00.0% — 不变
ILPT INDUSTRIAL LOGISTICS PPTYS T $8870.00%100 100— $887 新建仓
SW SMURFIT WESTROCK PLC $9260.00%20 -293-93.6% -$1.36万 减仓
BHF BRIGHTHOUSE FINL INC $9500.00%15 00.0% — 不变
— OCCIDENTAL PETE CORP $9590.00%36 00.0% — 不变
— GRAYSCALE CHAINLINK TR ETF $9600.00%150 -24-13.8% -$154 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $9680.00%10 10— $968 新建仓
DNA GINKGO BIOWORKS HOLDINGS INC $9910.00%100 00.0% — 不变
SPYD SPDR SERIES TRUST $1,0980.00%23 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $1,1240.00%12 12— $1,124 新建仓
HEFA ISHARES TR $1,2210.00%26 26— $1,221 新建仓
VFMO VANGUARD WELLINGTON FD $1,2480.00%5 5— $1,248 新建仓
HL HECLA MINING COMPANY $1,2500.00%81 00.0% — 不变
RBLX ROBLOX CORP $1,3600.00%25 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD $1,3920.00%72 00.0% — 不变
LVHI LEGG MASON ETF INVT $1,4210.00%35 35— $1,421 新建仓
HHH HOWARD HUGHES HOLDINGS INC $1,4300.00%20 20— $1,430 新建仓
ES EVERSOURCE ENERGY $1,4460.00%20 20— $1,446 新建仓
CMCSA COMCAST CORP NEW $1,4920.00%61 -337-84.7% -$8,243 减仓
KBE SPDR SERIES TRUST $1,5010.00%22 00.0% — 不变
ZTS ZOETIS INC $1,6060.00%22 -86-79.6% -$6,278 减仓
EME EMCOR GROUP INC $1,6600.00%2 00.0% — 不变
GT GOODYEAR TIRE & RUBR CO $1,7490.00%265 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $1,7910.00%34 00.0% — 不变
SOBO SOUTH BOW CORP $1,8330.00%52 00.0% — 不变
CC CHEMOURS CO $1,8470.00%90 00.0% — 不变
DVYE ISHARES INC $1,8530.00%57 00.0% — 不变
— VOLATILITY SHS TR $1,8580.00%180 00.0% — 不变
WAB WABTEC $1,8880.00%7 00.0% — 不变
— THEMES ETF TR $1,9100.00%50 00.0% — 不变
MGA MAGNA INTL INC $1,9700.00%30 00.0% — 不变
EWY ISHARES INC $2,0190.00%10 10— $2,019 新建仓
SWK STANLEY BLACK & DECKER INC $2,0640.00%22 00.0% — 不变
RCAT RED CAT HLDGS INC $2,1300.00%200 00.0% — 不变
— KRANESHARES TRUST $2,1560.00%65 00.0% — 不变
CSL CARLISLE COS INC $2,1770.00%6 6— $2,177 新建仓
CLSK CLEANSPARK INC $2,1830.00%150 00.0% — 不变
GH GUARDANT HEALTH INC $2,2510.00%15 00.0% — 不变
DJUL FIRST TR EXCHNG TRADED FD VI $2,3070.00%46 46— $2,307 新建仓
PAYC PAYCOM SOFTWARE INC $2,3880.00%19 19— $2,388 新建仓
MGM MGM RESORTS INTERNATIONAL $2,3910.00%50 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2,4630.00%20 00.0% — 不变
SYM SYMBOTIC INC $2,4730.00%55 -1,581-96.6% -$7.11万 减仓
CALM CAL MAINE FOODS INC $2,4980.00%31 31— $2,498 新建仓
ECHO ECHOSTAR CORP $2,5380.00%25 25— $2,538 新建仓
EEM ISHARES TR $2,5560.00%37 00.0% — 不变
DXYZ DESTINY TECH100 INC $2,5760.00%100 00.0% — 不变
CRM SALESFORCE INC $2,6640.00%17 00.0% — 不变
KLIC KULICKE & SOFFA INDS INC $2,6760.00%20 00.0% — 不变
IUS INVESCO EXCH TRD SLF IDX FD $2,7550.00%42 42— $2,755 新建仓
UCON FIRST TR EXCHNG TRADED FD VI $2,7870.00%112 112— $2,787 新建仓
HYG ISHARES TR $2,7990.00%35 00.0% — 不变
PATH UIPATH INC $2,8270.00%260 00.0% — 不变
E ENI SPA $2,9060.00%62 00.0% — 不变
NGVT INGEVITY CORP $2,9130.00%39 00.0% — 不变
TMC TMC THE METALS COMPANY INC $2,9240.00%660 00.0% — 不变
DRAM ROUNDHILL ETF TRUST $2,9540.00%40 40— $2,954 新建仓
VRTX VERTEX PHARMACEUTICALS INC $2,9810.00%6 6— $2,981 新建仓
WAT WATERS CORP $3,0010.00%8 00.0% — 不变
UMH UMH PPTYS INC $3,0280.00%200 -377-65.3% -$5,708 减仓
MAS MASCO CORP $3,0930.00%38 38— $3,093 新建仓
MPT MEDICAL PROPERTIES TRUST INC $3,1190.00%675 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $3,1550.00%116 116— $3,155 新建仓
AZO AUTOZONE INC $3,1960.00%1 00.0% — 不变
EUFN ISHARES TR $3,2370.00%83 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $3,2500.00%100 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $3,2580.00%21 21— $3,258 新建仓
CBRS CEREBRAS SYSTEMS INC $3,3150.00%15 15— $3,315 新建仓
IPAC ISHARES TR $3,3600.00%41 00.0% — 不变
MSCI MSCI INC $3,3610.00%6 6— $3,361 新建仓
R RYDER SYS INC $3,4300.00%13 00.0% — 不变
PAYX PAYCHEX INC $3,4850.00%35 00.0% — 不变
MDA MDA SPACE LTD $3,5090.00%85 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $3,5190.00%12 00.0% — 不变
ETD ETHAN ALLEN INTERIORS INC $3,5330.00%235 00.0% — 不变
TILE INTERFACE INC $3,5840.00%100 00.0% — 不变
CBK COMMERCIAL BANCGROUP INC $3,5850.00%111 00.0% — 不变
— EATON VANCE TAX MNGED BUY WR $3,5950.00%231 41.8% $62 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $3,6760.00%78 78— $3,676 新建仓
— INVESCO EXCHANGE TRADED FD T $3,6790.00%30 00.0% — 不变