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 |
|---|---|---|---|---|---|---|---|---|
| SMR | NUSCALE PWR CORP | $4,521 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $4,577 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $4,668 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $4,680 | 0.00% | 55 | 55 | — | $4,680 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $4,716 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $4,718 | 0.00% | 34 | 34 | — | $4,718 | 新建仓 |
| AES | AES CORP | $4,733 | 0.00% | 336 | 336 | — | $4,733 | 新建仓 |
| — | SPDR SERIES TRUST | $4,787 | 0.00% | 53 | 53 | — | $4,787 | 新建仓 |
| ADSK | AUTODESK INC | $4,788 | 0.00% | 20 | -104 | -83.9% | -$2.49万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $4,892 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TRFK | PACER FDS TR | $4,917 | 0.00% | 79 | 79 | — | $4,917 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4,928 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $4,990 | 0.00% | 330 | 330 | — | $4,990 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $5,016 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $5,049 | 0.00% | 50 | 50 | — | $5,049 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $5,086 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $5,198 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $5,199 | 0.00% | 19 | 19 | — | $5,199 | 新建仓 |
| SOLV | SOLVENTUM CORP | $5,224 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $5,226 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $5,235 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $5,306 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $5,427 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $5,466 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $5,561 | 0.00% | 37 | 25 | 208.3% | $3,757 | 加仓 |
| TREX | TREX INC | $5,573 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $5,600 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $5,637 | 0.00% | 31 | 31 | — | $5,637 | 新建仓 |
| IXJ | ISHARES TR | $5,706 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $5,762 | 0.00% | 50 | 50 | — | $5,762 | 新建仓 |
| CIM | CHIMERA INVT CORP | $5,849 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $5,876 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $6,010 | 0.00% | 215 | 215 | — | $6,010 | 新建仓 |
| WWD | WOODWARD INC | $6,085 | 0.00% | 17 | 17 | — | $6,085 | 新建仓 |
| FLOT | ISHARES TR | $6,114 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $6,146 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $6,163 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $6,267 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $6,363 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $6,387 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,573 | 0.00% | 140 | 140 | — | $6,573 | 新建仓 |
| CBL | CBL & ASSOC PPTYS INC | $6,726 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $6,776 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $6,827 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $6,870 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $6,911 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $6,942 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $6,970 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $7,062 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $7,068 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $7,134 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $7,239 | 0.00% | 150 | 123 | 455.6% | $5,936 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $7,246 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $7,246 | 0.00% | 141 | -1 | -0.7% | -$51 | 减仓 |
| ROL | ROLLINS INC | $7,371 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $7,372 | 0.00% | 92 | 40 | 76.9% | $3,205 | 加仓 |
| SHY | ISHARES TR | $7,432 | 0.00% | 90 | 90 | — | $7,432 | 新建仓 |
| LIT | GLOBAL X FDS | $7,435 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $7,443 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $7,670 | 0.00% | 152 | 5 | 3.4% | $252 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $7,693 | 0.00% | 111 | -4,000 | -97.3% | -$27.72万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $7,752 | 0.00% | 1,215 | -300 | -19.8% | -$1,914 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $7,787 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $7,794 | 0.00% | 275 | 275 | — | $7,794 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $7,803 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING INCOME OPPORTUNIT | $7,841 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $7,843 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $7,860 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $7,891 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $7,997 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $8,104 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $8,289 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $8,327 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $8,364 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $8,420 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $8,955 | 0.00% | 2,250 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $9,177 | 0.00% | 100 | -560 | -84.8% | -$5.14万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $9,386 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $9,585 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $9,724 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $9,739 | 0.00% | 1,615 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $9,749 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $9,800 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $9,836 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $9,874 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC | $9,910 | 0.00% | 330 | 330 | — | $9,910 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $9,965 | 0.00% | 61 | 61 | — | $9,965 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1.00万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $1.02万 | 0.00% | 205 | 68 | 49.6% | $3,372 | 加仓 |
| TOL | TOLL BROTHERS INC | $1.02万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.03万 | 0.00% | 94 | 94 | — | $1.03万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $1.03万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $1.04万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $1.05万 | 0.00% | 204 | -108 | -34.6% | -$5,533 | 减仓 |
| C | CITIGROUP INC | $1.05万 | 0.00% | 93 | 35 | 60.3% | $3,970 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $1.06万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $1.06万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.08万 | 0.00% | 400 | 50 | 14.3% | $1,350 | 加仓 |