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
ZBH ZIMMER BIOMET HOLDINGS INC $3,7880.00%44 00.0% — 不变
PKG PACKAGING CORP AMER $3,8130.00%16 16— $3,813 新建仓
ADSK AUTODESK INC $3,8890.00%20 00.0% — 不变
LMND LEMONADE INC $3,9030.00%60 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOLOGY $3,9620.00%1,400 00.0% — 不变
FIX COMFORT SYS USA INC $3,9640.00%2 1100.0% $1,982 加仓
FLJP FRANKLIN TEMPLETON ETF TR $3,9750.00%100 00.0% — 不变
RGEN REPLIGEN CORP $4,0940.00%30 00.0% — 不变
IPGP IPG PHOTONICS CORP $4,1070.00%35 00.0% — 不变
SMR NUSCALE PWR CORP $4,1830.00%417 00.0% — 不变
LEU CENTRUS ENERGY CORP $4,1970.00%25 00.0% — 不变
MP MP MATERIALS CORP $4,2010.00%75 -75-50.0% -$4,201 减仓
GRNY TIDAL TRUST I $4,2030.00%152 00.0% — 不变
SETM SPROTT FDS TR $4,2070.00%135 00.0% — 不变
RITM RITHM CAPITAL CORP $4,2260.00%450 00.0% — 不变
BAX BAXTER INTL INC $4,2640.00%200 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $4,2720.00%63 63— $4,272 新建仓
UFO PROCURE ETF TRUST II $4,3070.00%85 00.0% — 不变
NVO NOVO-NORDISK A S $4,3150.00%90 00.0% — 不变
BBAX J P MORGAN EXCHANGE TRADED F $4,3710.00%73 00.0% — 不变
FRVO FERVO ENERGY CO $4,3850.00%150 150— $4,385 新建仓
PAA PLAINS ALL AMERN PIPELINE L $4,4520.00%200 200— $4,452 新建仓
NLY ANNALY CAPITAL MANAGEMENT IN $4,4720.00%200 00.0% — 不变
COR CENCORA INC $4,5280.00%16 16— $4,528 新建仓
— ISHARES TR $4,5570.00%135 00.0% — 不变
EFV ISHARES TR $4,5930.00%60 00.0% — 不变
BSM BLACK STONE MINERALS L P $4,6110.00%330 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $4,7430.00%52 00.0% — 不变
XOP SPDR SERIES TRUST $4,7830.00%31 00.0% — 不变
— COMMERCIAL VEH GROUP INC $4,8750.00%1,055 00.0% — 不变
HOG HARLEY DAVIDSON INC $4,8920.00%200 -600-75.0% -$1.47万 减仓
AES AES CORP $4,9850.00%340 41.2% $59 加仓
AIN ALBANY INTL CORP $4,9920.00%67 00.0% — 不变
BILZ PIMCO ETF TR $5,0470.00%50 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $5,0480.00%27 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $5,0510.00%11 11— $5,051 新建仓
AMCR AMCOR PLC $5,1160.00%118 118— $5,116 新建仓
BBAI BIGBEAR AI HLDGS INC $5,1380.00%1,400 00.0% — 不变
STZ CONSTELLATION BRANDS INC $5,1570.00%37 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $5,1690.00%52 00.0% — 不变
DOW DOW HLDGS INC $5,2540.00%192 00.0% — 不变
IAT ISHARES TR $5,2880.00%85 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $5,3000.00%30 -2-6.2% -$353 减仓
LYV LIVE NATION ENTERTAINMENT IN $5,3110.00%29 00.0% — 不变
AX AXOS FINANCIAL INC $5,3570.00%55 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $5,4150.00%16 00.0% — 不变
BBY BEST BUY INC $5,5400.00%73 73— $5,540 新建仓
NMAX NEWSMAX INC $5,5980.00%676 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $5,6330.00%65 65— $5,633 新建仓
ROL ROLLINS INC $5,7610.00%138 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $5,8130.00%60 00.0% — 不变
EFG ISHARES TR $5,8480.00%47 00.0% — 不变
DKS DICKS SPORTING GOODS INC $5,8980.00%26 844.4% $1,815 加仓
MDYG SPDR SERIES TRUST $5,9410.00%53 00.0% — 不变
TFPM TRIPLE FLAG PRECIOUS METAL $5,9940.00%200 00.0% — 不变
IXJ ISHARES TR $6,0020.00%61 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $6,0040.00%131 00.0% — 不变
HPQ HP INC $6,0340.00%275 275— $6,034 新建仓
SUSL ISHARES TR $6,1070.00%46 00.0% — 不变
RGTI RIGETTI COMPUTING INC $6,1250.00%317 00.0% — 不变
FLOT ISHARES TR $6,1260.00%120 00.0% — 不变
SOLV SOLVENTUM CORP $6,1720.00%80 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC $6,1980.00%100 00.0% — 不变
CIM CHIMERA INVT CORP $6,2170.00%466 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $6,3110.00%107 -84-44.0% -$4,954 减仓
DOC HEALTHPEAK PROPERTIES INC $6,4200.00%300 10050.0% $2,140 加仓
EQWL INVESCO EXCHANGE TRADED FD T $6,4510.00%50 00.0% — 不变
KMX CARMAX INC $6,4530.00%122 122— $6,453 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $6,4850.00%326 326— $6,485 新建仓
SLB SLB LIMITED $6,5560.00%141 00.0% — 不变
WCC WESCO INTL INC $6,5640.00%19 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $6,5640.00%150 150— $6,564 新建仓
CAG CONAGRA BRANDS INC $6,7300.00%500 00.0% — 不变
MELI MERCADOLIBRE INC $6,7900.00%4 -100-96.2% -$16.98万 减仓
GWW WW GRAINGER INC $6,8020.00%5 5— $6,802 新建仓
KHC KRAFT HEINZ CO $6,8270.00%289 13992.7% $3,284 加仓
CE CELANESE CORP DEL $6,8540.00%149 00.0% — 不变
PII POLARIS INC $6,8640.00%100 00.0% — 不变
— SCHWAB STRATEGIC TR $6,9950.00%100 00.0% — 不变
HYT BLACKROCK CORPOR HI YLD FD I $7,0030.00%818 00.0% — 不变
BOTZ GLOBAL X FDS $7,0190.00%185 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $7,0430.00%750 400114.3% $3,756 加仓
SA SEABRIDGE GOLD INC $7,0790.00%275 275— $7,079 新建仓
PL PLANET LABS PBC $7,1230.00%215 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $7,1430.00%88 88— $7,143 新建仓
OKLO OKLO INC $7,1700.00%137 -68-33.2% -$3,559 减仓
WWD WOODWARD INC $7,2330.00%17 00.0% — 不变
SHY ISHARES TR $7,3900.00%90 00.0% — 不变
WPC WP CAREY INC $7,4360.00%104 00.0% — 不变
RY ROYAL BK CDA $7,4510.00%36 36— $7,451 新建仓
IR INGERSOLL RAND INC $7,5440.00%92 00.0% — 不变
TRMK TRUSTMARK CORP $7,5460.00%164 00.0% — 不变
DG DOLLAR GEN CORP $7,6040.00%66 00.0% — 不变
TREX TREX INC $7,6570.00%153 00.0% — 不变
SPIP SPDR SERIES TRUST $7,7040.00%300 00.0% — 不变
SHEL SHELL PLC $7,7540.00%100 54117.4% $4,187 重新持有
LIT GLOBAL X FDS $7,8280.00%100 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $7,8290.00%125 00.0% — 不变
— ALLSPRING INCOME OPPORTUNIT $7,8650.00%1,210 00.0% — 不变
WHR WHIRLPOOL CORP $7,8840.00%200 00.0% — 不变