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
FAST FASTENAL CO $1.81万0.00%390 19297.0% $8,902 加仓
CWB SPDR SERIES TRUST $1.82万0.00%199 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $1.84万0.00%184 184— $1.84万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $1.84万0.00%242 -8-3.2% -$609 减仓
MSM MSC INDL DIRECT INC $1.85万0.00%200 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $1.87万0.00%2,350 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1.87万0.00%248 00.0% — 不变
BBWI BATH & BODY WORKS INC $1.89万0.00%1,010 00.0% — 不变
DELL DELL TECHNOLOGIES INC $1.89万0.00%115 00.0% — 不变
LAMR LAMAR ADVERTISING CO $1.90万0.00%150 00.0% — 不变
KMI KINDER MORGAN INC DEL $1.90万0.00%567 24777.2% $8,282 加仓
— LXP INDUSTRIAL TRUST $1.91万0.00%412 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $1.91万0.00%204 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1.93万0.00%1,280 -8-0.6% -$120 减仓
ULTA ULTA BEAUTY INC $1.99万0.00%38 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $1.99万0.00%68 37119.4% $1.08万 加仓
MRVL MARVELL TECHNOLOGY INC $2.00万0.00%202 00.0% — 不变
DAR DARLING INGREDIENTS INC $2.03万0.00%328 00.0% — 不变
LUV SOUTHWEST AIRLS CO $2.03万0.00%540 00.0% — 不变
CASY CASEYS GEN STORES INC $2.04万0.00%28 28— $2.04万 新建仓
FVD FIRST TR EXCHANGE-TRADED FD $2.05万0.00%435 00.0% — 不变
APP APPLOVIN CORP $2.07万0.00%52 00.0% — 不变
WKC WORLD KINECT CORPORATION $2.08万0.00%900 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $2.08万0.00%2,046 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $2.09万0.00%254 00.0% — 不变
EWC ISHARES INC $2.10万0.00%384 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $2.11万0.00%81 3472.3% $8,850 加仓
NOBL PROSHARES TR $2.12万0.00%200 00.0% — 不变
USAR USA RARE EARTH INC $2.13万0.00%1,406 1,406— $2.13万 新建仓
TPL TEXAS PACIFIC LAND CORPORATI $2.14万0.00%45 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $2.14万0.00%107 00.0% — 不变
SYY SYSCO CORP $2.14万0.00%300 00.0% — 不变
BKH BLACK HILLS CORP $2.15万0.00%310 00.0% — 不变
CCJ CAMECO CORP $2.17万0.00%200 00.0% — 不变
FFIN FIRST FINL BANKSHARES INC $2.18万0.00%741 00.0% — 不变
RSPG INVESCO EXCHANGE TRADED FD T $2.19万0.00%200 -190-48.7% -$2.08万 减仓
HTGC HERCULES CAPITAL INC $2.22万0.00%1,500 00.0% — 不变
NTRS NORTHERN TR CORP $2.23万0.00%160 00.0% — 不变
LRCX LAM RESEARCH CORP $2.24万0.00%105 1111.7% $2,350 加仓
— ISHARES TR $2.24万0.00%614 213.5% $767 加仓
RYAN RYAN SPECIALTY HOLDINGS INC $2.24万0.00%665 00.0% — 不变
NG NOVAGOLD RESOURCES INC $2.25万0.00%2,500 00.0% — 不变
FLO FLOWERS FOODS INC $2.25万0.00%2,759 401.5% $326 加仓
HAE HAEMONETICS CORP MASS $2.25万0.00%400 00.0% — 不变
WTRG ESSENTIAL UTILS INC $2.26万0.00%561 00.0% — 不变
OMC OMNICOM GROUP INC $2.26万0.00%300 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $2.30万0.00%285 285— $2.30万 新建仓
LPX LOUISIANA PAC CORP $2.30万0.00%316 228259.1% $1.66万 加仓
SYK STRYKER CORPORATION $2.30万0.00%70 -185-72.5% -$6.08万 减仓
DFUS DIMENSIONAL ETF TRUST $2.35万0.00%331 -250-43.0% -$1.77万 减仓
ARKK ARK ETF TR $2.37万0.00%350 15075.0% $1.01万 加仓
GL GLOBE LIFE INC $2.37万0.00%170 -130-43.3% -$1.81万 减仓
VMRK EQUITY RESIDENTIAL $2.37万0.00%400 00.0% — 不变
FORM FORMFACTOR INC $2.37万0.00%244 2310.4% $2,231 加仓
AON AON PLC $2.39万0.00%74 00.0% — 不变
IWL ISHARES TR $2.41万0.00%150 00.0% — 不变
— TEMA ETF TRUST $2.44万0.00%490 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $2.47万0.00%125 00.0% — 不变
— DIMENSIONAL ETF TRUST $2.47万0.00%396 00.0% — 不变
DFGR DIMENSIONAL ETF TRUST $2.49万0.00%935 00.0% — 不变
TRV TRAVELERS COMPANIES INC $2.51万0.00%86 51145.7% $1.49万 加仓
SSTK SHUTTERSTOCK INC $2.53万0.00%1,522 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $2.57万0.00%666 00.0% — 不变
HYLB DBX ETF TR $2.60万0.00%718 00.0% — 不变
XLE SELECT SECTOR SPDR TR $2.60万0.00%425 20.5% $122 加仓
QTUM ETF SER SOLUTIONS $2.60万0.00%242 00.0% — 不变
SAP SAP SE $2.60万0.00%152 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $2.64万0.00%879 -345-28.2% -$1.03万 减仓
SPPP SPROTT ASSET MANAGEMENT LP $2.64万0.00%1,700 00.0% — 不变
NLR VANECK ETF TRUST $2.66万0.00%200 00.0% — 不变
IEUR ISHARES TR $2.68万0.00%381 00.0% — 不变
XLY SELECT SECTOR SPDR TR $2.68万0.00%246 00.0% — 不变
— DIMENSIONAL ETF TRUST $2.72万0.00%383 00.0% — 不变
VOE VANGUARD INDEX FDS $2.73万0.00%148 00.0% — 不变
APH AMPHENOL CORP $2.73万0.00%216 216— $2.73万 新建仓
MMM 3M CO $2.74万0.00%189 00.0% — 不变
GLDM WORLD GOLD TR $2.81万0.00%303 213236.7% $1.97万 加仓
STAG STAG INDUSTRIAL INC $2.85万0.00%790 00.0% — 不变
CAH CARDINAL HEALTH INC $2.85万0.00%135 00.0% — 不变
PGR PROGRESSIVE CORP $2.85万0.00%144 126700.0% $2.50万 加仓
ARW ARROW ELECTRS INC $2.87万0.00%200 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW $2.88万0.00%1,926 00.0% — 不变
SHW SHERWIN WILLIAMS CO $2.89万0.00%90 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $2.94万0.00%355 355— $2.94万 新建仓
IBB ISHARES TR $2.95万0.00%175 00.0% — 不变
DTM DT MIDSTREAM INC $2.96万0.00%220 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $3.01万0.00%210 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $3.02万0.00%620 00.0% — 不变
INTU INTUIT $3.03万0.00%70 3075.0% $1.30万 加仓
IWR ISHARES TR $3.03万0.00%312 00.0% — 不变
NVT NVENT ELEC PLC $3.05万0.00%258 5829.0% $6,860 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $3.06万0.00%1,167 31937.6% $8,377 加仓
TECK TECK RESOURCES LTD $3.10万0.00%600 -100-14.3% -$5,175 减仓
MCK MCKESSON CORP $3.12万0.00%36 828.6% $6,923 加仓
HELO J P MORGAN EXCHANGE TRADED F $3.13万0.00%490 490— $3.13万 新建仓
MSI MOTOROLA SOLUTIONS INC $3.17万0.00%73 50217.4% $2.17万 加仓
DKNG DRAFTKINGS INC NEW $3.19万0.00%1,475 00.0% — 不变
COWZ PACER FDS TR $3.20万0.00%512 00.0% — 不变
PHM PULTE GROUP INC $3.22万0.00%274 168158.5% $1.98万 加仓
LNC LINCOLN NATL CORP IND $3.24万0.00%913 00.0% — 不变