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
AIR AAR CORP $1.66万0.00%116 00.0% — 不变
PH PARKER-HANNIFIN CORP $1.66万0.00%17 10142.9% $9,782 加仓
CSWC CAPITAL SOUTHWEST CORP $1.66万0.00%700 00.0% — 不变
SOUN SOUNDHOUND AI INC $1.70万0.00%2,627 1,627162.7% $1.05万 加仓
FLO FLOWERS FOODS INC $1.71万0.00%2,168 -591-21.4% -$4,669 减仓
ULTA ULTA BEAUTY INC $1.71万0.00%38 00.0% — 不变
LAZ LAZARD INC $1.72万0.00%410 00.0% — 不变
TRP TC ENERGY CORP $1.75万0.00%264 00.0% — 不变
EWC ISHARES INC $1.76万0.00%306 -78-20.3% -$4,496 减仓
ADBE ADOBE INC $1.78万0.00%87 2438.1% $4,921 加仓
DAR DARLING INGREDIENTS INC $1.79万0.00%328 00.0% — 不变
PLXS PLEXUS CORP $1.80万0.00%60 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1.82万0.00%169 00.0% — 不变
INTU INTUIT $1.83万0.00%70 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $1.83万0.00%202 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1.85万0.00%248 00.0% — 不变
— ISHARES TR $1.85万0.00%469 00.0% — 不变
NAK NORTHERN DYNASTY MINERALS LT $1.87万0.00%9,753 7628.5% $1,463 加仓
FAST FASTENAL CO $1.88万0.00%391 10.3% $48 加仓
SPMO INVESCO EXCH TRADED FD TR II $1.89万0.00%117 117— $1.89万 新建仓
AVDV AMERICAN CENTY ETF TR $1.90万0.00%184 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC $1.90万0.00%806 00.0% — 不变
SYF SYNCHRONY FINANCIAL $1.90万0.00%250 00.0% — 不变
STT STATE STR CORP $1.93万0.00%114 00.0% — 不变
UBS UBS GROUP AG $1.94万0.00%392 392— $1.94万 新建仓
RSPG INVESCO EXCHANGE TRADED FD T $1.96万0.00%200 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $1.97万0.00%45 00.0% — 不变
TEO TELECOM ARGENTINA SA $2.02万0.00%1,551 1,551— $2.02万 新建仓
INFQ INFLEQTION INC $2.02万0.00%1,517 1,517— $2.02万 新建仓
CCJ CAMECO CORP $2.04万0.00%200 00.0% — 不变
USB US BANCORP $2.09万0.00%346 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $2.11万0.00%2,046 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $2.12万0.00%439 40.9% $193 加仓
SPPP SPROTT ASSET MANAGEMENT LP $2.12万0.00%1,700 00.0% — 不变
SSTK SHUTTERSTOCK INC $2.12万0.00%1,522 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2.14万0.00%242 00.0% — 不变
CWB SPDR SERIES TRUST $2.15万0.00%199 00.0% — 不变
BP BP PLC $2.15万0.00%581 27589.9% $1.02万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $2.15万0.00%476 00.0% — 不变
WTRG ESSENTIAL UTILS INC $2.15万0.00%561 00.0% — 不变
CSX CSX CORP $2.15万0.00%453 15351.0% $7,272 加仓
COP CONOCOPHILLIPS $2.17万0.00%209 7657.1% $7,901 加仓
FANG DIAMONDBACK ENERGY INC $2.20万0.00%125 00.0% — 不变
SYK STRYKER CORPORATION $2.20万0.00%70 00.0% — 不变
— LXP INDUSTRIAL TRUST $2.22万0.00%412 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $2.22万0.00%1,280 00.0% — 不变
ADI ANALOG DEVICES INC $2.22万0.00%56 36180.0% $1.43万 加仓
CASY CASEYS GEN STORES INC $2.23万0.00%28 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $2.23万0.00%666 00.0% — 不变
NUE NUCOR CORP $2.23万0.00%100 00.0% — 不变
HSBC HSBC HLDGS PLC $2.23万0.00%235 7748.7% $7,322 加仓
NOBL PROSHARES TR $2.25万0.00%400 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $2.25万0.00%254 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $2.25万0.00%2,350 00.0% — 不变
XLE SELECT SECTOR SPDR TR $2.26万0.00%426 10.2% $53 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $2.28万0.00%879 00.0% — 不变
KMI KINDER MORGAN INC DEL $2.29万0.00%717 15026.5% $4,796 加仓
BKH BLACK HILLS CORP $2.31万0.00%310 00.0% — 不变
NLR VANECK ETF TRUST $2.32万0.00%200 00.0% — 不变
BBWI BATH & BODY WORKS INC $2.34万0.00%1,010 00.0% — 不变
SAP SAP SE $2.34万0.00%152 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $2.34万0.00%46 -26-36.1% -$1.32万 减仓
HTGC HERCULES CAPITAL INC $2.37万0.00%1,500 00.0% — 不变
MSM MSC INDL DIRECT INC $2.38万0.00%200 00.0% — 不变
ARKK ARK ETF TR $2.42万0.00%300 -50-14.3% -$4,041 减仓
AON AON PLC $2.46万0.00%74 00.0% — 不变
VRT VERTIV HOLDINGS CO $2.48万0.00%74 3485.0% $1.14万 加仓
LPX LOUISIANA PAC CORP $2.49万0.00%316 00.0% — 不变
SYY SYSCO CORP $2.51万0.00%300 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $2.51万0.00%665 00.0% — 不变
NBIS NEBIUS GROUP N.V. $2.54万0.00%92 62206.7% $1.71万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $2.55万0.00%309 7934.3% $6,510 加仓
IXN ISHARES TR $2.57万0.00%178 00.0% — 不变
KR KROGER CO $2.60万0.00%469 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $2.62万0.00%107 00.0% — 不变
OMC OMNICOM GROUP INC $2.64万0.00%362 6220.7% $4,516 加仓
APP APPLOVIN CORP $2.68万0.00%52 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.72万0.00%400 00.0% — 不变
BA BOEING CO $2.73万0.00%126 -120-48.8% -$2.60万 减仓
IWL ISHARES TR $2.77万0.00%150 00.0% — 不变
LUV SOUTHWEST AIRLS CO $2.78万0.00%540 00.0% — 不变
NTRS NORTHERN TR CORP $2.78万0.00%160 00.0% — 不变
DMC DEL MONTE CORP $2.79万0.00%1,000 00.0% — 不变
OXY OCCIDENTAL PETE CORP $2.83万0.00%583 10.2% $49 加仓
FEOE RBB FUND TRUST $2.83万0.00%530 378248.7% $2.02万 加仓
AU ANGLOGOLD ASHANTI PLC $2.83万0.00%350 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.84万0.00%657 -250-27.6% -$1.08万 减仓
PDI PIMCO DYNAMIC INCOME FD $2.84万0.00%1,699 -420-19.8% -$7,014 减仓
WEST WESTROCK COFFEE CO $2.84万0.00%3,500 00.0% — 不变
IEUR ISHARES TR $2.86万0.00%381 00.0% — 不变
XLY SELECT SECTOR SPDR TR $2.89万0.00%246 00.0% — 不变
BCS BARCLAYS PLC $2.91万0.00%1,084 46274.3% $1.24万 加仓
VOE VANGUARD INDEX FDS $2.92万0.00%148 00.0% — 不变
MCK MCKESSON CORP $2.95万0.00%39 38.3% $2,267 加仓
CELH CELSIUS HLDGS INC $2.95万0.00%1,007 00.0% — 不变
— ISHARES TR $2.96万0.00%614 00.0% — 不变
WKC WORLD KINECT CORPORATION $2.96万0.00%900 00.0% — 不变
TECK TECK RESOURCES LTD $2.97万0.00%500 -100-16.7% -$5,946 减仓
HAE HAEMONETICS CORP MASS $3.00万0.00%400 00.0% — 不变
STAG STAG INDUSTRIAL INC $3.01万0.00%790 00.0% — 不变