13F 机构持仓

HHM Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001750086

2026Q22026Q1 更早 9 个季度 🔒
$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
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 18.2%
SCHB 14.9%
SCHG 12.1%
SPMD 5.6%
SPTS 4.4%
VNQ 3.1%
SCHF 3.1%
AAPL 2.0%
CALF 2.0%
FNDF 1.9%

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 $4,5210.00%417 00.0% — 不变
IAT ISHARES TR $4,5770.00%85 00.0% — 不变
ETD ETHAN ALLEN INTERIORS INC $4,6680.00%235 00.0% — 不变
AX AXOS FINANCIAL INC $4,6800.00%55 55— $4,680 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $4,7160.00%170 00.0% — 不变
— VANECK ETF TRUST $4,7180.00%34 34— $4,718 新建仓
AES AES CORP $4,7330.00%336 336— $4,733 新建仓
— SPDR SERIES TRUST $4,7870.00%53 53— $4,787 新建仓
ADSK AUTODESK INC $4,7880.00%20 -104-83.9% -$2.49万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $4,8920.00%52 00.0% — 不变
TRFK PACER FDS TR $4,9170.00%79 79— $4,917 新建仓
BBAI BIGBEAR AI HLDGS INC $4,9280.00%1,400 00.0% — 不变
BSM BLACK STONE MINERALS L P $4,9900.00%330 330— $4,990 新建仓
IIPR INNOVATIVE INDL PPTYS INC $5,0160.00%100 00.0% — 不变
BILZ PIMCO ETF TR $5,0490.00%50 50— $5,049 新建仓
MDYG SPDR SERIES TRUST $5,0860.00%53 00.0% — 不变
— SCHWAB STRATEGIC TR $5,1980.00%100 00.0% — 不变
WCC WESCO INTL INC $5,1990.00%19 19— $5,199 新建仓
SOLV SOLVENTUM CORP $5,2240.00%80 00.0% — 不变
SUSL ISHARES TR $5,2260.00%46 00.0% — 不变
EFG ISHARES TR $5,2350.00%47 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $5,3060.00%32 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $5,4270.00%131 00.0% — 不变
PII POLARIS INC $5,4660.00%100 00.0% — 不变
STZ CONSTELLATION BRANDS INC $5,5610.00%37 25208.3% $3,757 加仓
TREX TREX INC $5,5730.00%153 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $5,6000.00%60 00.0% — 不变
XOP SPDR SERIES TRUST $5,6370.00%31 31— $5,637 新建仓
IXJ ISHARES TR $5,7060.00%61 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $5,7620.00%50 50— $5,762 新建仓
CIM CHIMERA INVT CORP $5,8490.00%466 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $5,8760.00%540 00.0% — 不变
PL PLANET LABS PBC $6,0100.00%215 215— $6,010 新建仓
WWD WOODWARD INC $6,0850.00%17 17— $6,085 新建仓
FLOT ISHARES TR $6,1140.00%120 00.0% — 不变
BOTZ GLOBAL X FDS $6,1460.00%185 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $6,1630.00%620 00.0% — 不变
PH PARKER-HANNIFIN CORP $6,2670.00%7 00.0% — 不变
ADI ANALOG DEVICES INC $6,3630.00%20 00.0% — 不变
XBI SPDR SERIES TRUST $6,3870.00%50 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $6,5730.00%140 140— $6,573 新建仓
CBL CBL & ASSOC PPTYS INC $6,7260.00%175 00.0% — 不变
IONQ IONQ INC $6,7760.00%235 00.0% — 不变
EBAY EBAY INC. $6,8270.00%75 00.0% — 不变
SOUN SOUNDHOUND AI INC $6,8700.00%1,000 00.0% — 不变
TRMK TRUSTMARK CORP $6,9110.00%164 00.0% — 不变
TFPM TRIPLE FLAG PRECIOUS METAL $6,9420.00%200 00.0% — 不变
HYT BLACKROCK CORPOR HI YLD FD I $6,9700.00%818 00.0% — 不变
FITB FIFTH THIRD BANCORP $7,0620.00%152 00.0% — 不变
WPC WP CAREY INC $7,0680.00%104 00.0% — 不变
VPU VANGUARD WORLD FD $7,1340.00%36 00.0% — 不变
MP MP MATERIALS CORP $7,2390.00%150 123455.6% $5,936 加仓
MNST MONSTER BEVERAGE CORP NEW $7,2460.00%100 00.0% — 不变
SLB SLB LIMITED $7,2460.00%141 -1-0.7% -$51 减仓
ROL ROLLINS INC $7,3710.00%138 00.0% — 不变
IR INGERSOLL RAND INC $7,3720.00%92 4076.9% $3,205 加仓
SHY ISHARES TR $7,4320.00%90 90— $7,432 新建仓
LIT GLOBAL X FDS $7,4350.00%100 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $7,4430.00%108 00.0% — 不变
FEOE RBB FUND TRUST $7,6700.00%152 53.4% $252 加仓
HOOD ROBINHOOD MKTS INC $7,6930.00%111 -4,000-97.3% -$27.72万 减仓
QS QUANTUMSCAPE CORP $7,7520.00%1,215 -300-19.8% -$1,914 减仓
CHI CALAMOS CONV OPPORTUNITIES & $7,7870.00%725 00.0% — 不变
— SEABRIDGE GOLD INC $7,7940.00%275 275— $7,794 新建仓
SPIP SPDR SERIES TRUST $7,8030.00%300 00.0% — 不变
— ALLSPRING INCOME OPPORTUNIT $7,8410.00%1,210 00.0% — 不变
DG DOLLAR GEN CORP $7,8430.00%66 00.0% — 不变
CAG CONAGRA BRANDS INC $7,8600.00%500 00.0% — 不变
FSLR FIRST SOLAR INC $7,8910.00%40 00.0% — 不变
DOW DOW HLDGS INC $7,9970.00%192 00.0% — 不变
KMB KIMBERLY-CLARK CORP $8,1040.00%84 00.0% — 不变
PSN PARSONS CORP DEL $8,2890.00%153 00.0% — 不变
UMH UMH PPTYS INC $8,3270.00%577 00.0% — 不变
NOW SERVICENOW INC $8,3640.00%80 00.0% — 不变
GLP GLOBAL PARTNERS LP $8,4200.00%200 00.0% — 不变
— WESTERN ASSET HIGH INCOM FD $8,9550.00%2,250 00.0% — 不变
GDX VANECK ETF TRUST $9,1770.00%100 -560-84.8% -$5.14万 减仓
— PIMCO HIGH INCOME FD $9,3860.00%2,027 00.0% — 不变
RBA RB GLOBAL INC $9,5850.00%100 00.0% — 不变
HMC HONDA MOTOR CO LTD $9,7240.00%400 00.0% — 不变
NIO NIO INC $9,7390.00%1,615 00.0% — 不变
BDX BECTON DICKINSON & CO $9,7490.00%62 00.0% — 不变
CE CELANESE CORP DEL $9,8000.00%149 00.0% — 不变
CFG CITIZENS FINL GROUP INC $9,8360.00%164 00.0% — 不变
HXL HEXCEL CORP NEW $9,8740.00%122 00.0% — 不变
MWH SOLV ENERGY INC $9,9100.00%330 330— $9,910 新建仓
— AVALONBAY CMNTYS INC $9,9650.00%61 61— $9,965 新建仓
VRT VERTIV HOLDINGS CO $1.00万0.00%40 00.0% — 不变
MRNA MODERNA INC $1.02万0.00%200 00.0% — 不变
OKLO OKLO INC $1.02万0.00%205 6849.6% $3,372 加仓
TOL TOLL BROTHERS INC $1.02万0.00%75 00.0% — 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 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $1.04万0.00%500 00.0% — 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 3560.3% $3,970 加仓
CWST CASELLA WASTE SYS INC $1.06万0.00%134 00.0% — 不变
STLA STELLANTIS N.V $1.06万0.00%1,500 00.0% — 不变
WHR WHIRLPOOL CORP $1.08万0.00%200 00.0% — 不变
CHWY CHEWY INC $1.08万0.00%400 5014.3% $1,350 加仓