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
KMB KIMBERLY-CLARK CORP $3.01万0.00%274 190226.2% $2.09万 加仓
NOW SERVICENOW INC $3.02万0.00%304 224280.0% $2.22万 加仓
MSI MOTOROLA SOLUTIONS INC $3.03万0.00%73 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $3.06万0.00%1,167 00.0% — 不变
MMM 3M CO $3.06万0.00%189 00.0% — 不变
— TEMA ETF TRUST $3.08万0.00%490 00.0% — 不变
CAH CARDINAL HEALTH INC $3.21万0.00%135 00.0% — 不变
DTM DT MIDSTREAM INC $3.23万0.00%220 00.0% — 不变
PGR PROGRESSIVE CORP $3.28万0.00%150 64.2% $1,311 加仓
FCX FREEPORT MCMORAN INC $3.30万0.00%524 22273.5% $1.40万 加仓
HELO J P MORGAN EXCHANGE TRADED F $3.31万0.00%490 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3.32万0.00%267 -29-9.8% -$3,609 减仓
SPLV INVESCO EXCH TRADED FD TR II $3.33万0.00%444 00.0% — 不变
IBB ISHARES TR $3.33万0.00%175 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $3.34万0.00%845 22536.3% $8,888 加仓
WMB WILLIAMS COS INC $3.34万0.00%449 -100-18.2% -$7,434 减仓
GILD GILEAD SCIENCES INC $3.36万0.00%266 218.6% $2,653 加仓
QTUM ETF SER SOLUTIONS $3.39万0.00%205 -37-15.3% -$6,119 减仓
CI THE CIGNA GROUP $3.39万0.00%123 00.0% — 不变
CTAS CINTAS CORP $3.40万0.00%200 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $3.41万0.00%249 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $3.42万0.00%210 00.0% — 不变
IWR ISHARES TR $3.44万0.00%312 00.0% — 不变
SHW SHERWIN WILLIAMS CO $3.45万0.00%100 1011.1% $3,454 加仓
SU SUNCOR ENERGY INC NEW $3.47万0.00%647 12423.7% $6,656 加仓
DKNG DRAFTKINGS INC NEW $3.54万0.00%1,400 -75-5.1% -$1,894 减仓
LHX L3HARRIS TECHNOLOGIES INC $3.63万0.00%125 3133.0% $9,008 加仓
WTW WILLIS TOWERS WATSON PLC LTD $3.66万0.00%140 00.0% — 不变
OLN OLIN CORP $3.70万0.00%1,866 00.0% — 不变
HYZD WISDOMTREE TR $3.73万0.00%1,656 00.0% — 不变
DRI DARDEN RESTAURANTS INC $3.73万0.00%181 00.0% — 不变
PLD PROLOGIS INC. $3.75万0.00%277 2710.8% $3,658 加仓
BSX BOSTON SCIENTIFIC CORP $3.76万0.00%881 00.0% — 不变
PHM PULTE GROUP INC $3.76万0.00%274 00.0% — 不变
NEM NEWMONT CORP $3.79万0.00%406 256.6% $2,335 加仓
TRV TRAVELERS COMPANIES INC $3.80万0.00%115 2933.7% $9,574 加仓
LAMR LAMAR ADVERTISING CO $3.90万0.00%250 10066.7% $1.56万 加仓
FORM FORMFACTOR INC $3.90万0.00%244 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $3.94万0.00%124 00.0% — 不变
XLC SELECT SECTOR SPDR TR $3.94万0.00%368 00.0% — 不变
SKT TANGER INC $3.95万0.00%1,000 00.0% — 不变
MFC MANULIFE FINL CORP $3.99万0.00%984 00.0% — 不变
AFL AFLAC INC $4.00万0.00%341 4113.7% $4,807 加仓
BHRB BURKE HERBERT FINL SVCS CORP $4.02万0.00%560 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $4.06万0.00%334 00.0% — 不变
C CITIGROUP INC $4.09万0.00%292 199214.0% $2.79万 加仓
ASTS AST SPACEMOBILE INC $4.13万0.00%465 00.0% — 不变
BN BROOKFIELD CORP $4.19万0.00%983 00.0% — 不变
ARW ARROW ELECTRS INC $4.27万0.00%200 00.0% — 不变
ONB OLD NATL BANCORP IND $4.28万0.00%1,653 00.0% — 不变
MTB M & T BK CORP $4.28万0.00%180 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $4.30万0.00%285 285— $4.30万 新建仓
IVZ INVESCO LTD $4.35万0.00%1,650 00.0% — 不变
VLTO VERALTO CORP $4.36万0.00%492 00.0% — 不变
NVT NVENT ELEC PLC $4.38万0.00%258 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $4.38万0.00%200 00.0% — 不变
F FORD MTR CO $4.40万0.00%3,167 -1,970-38.3% -$2.74万 减仓
IHE ISHARES TR $4.46万0.00%450 00.0% — 不变
FNY FIRST TR EXCHANGE-TRADED ALP $4.48万0.00%404 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $4.55万0.00%203 2514.0% $5,599 加仓
LRCX LAM RESEARCH CORP $4.55万0.00%105 00.0% — 不变
GPN GLOBAL PMTS INC $4.62万0.00%637 00.0% — 不变
IJT ISHARES TR $4.70万0.00%263 00.0% — 不变
APH AMPHENOL CORP $4.71万0.00%267 5123.6% $8,992 加仓
LIN LINDE PLC $4.72万0.00%91 1621.3% $8,303 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $4.73万0.00%4,825 982.1% $961 加仓
LTC LTC PPTYS INC $4.80万0.00%1,248 00.0% — 不变
IYE ISHARES TR $4.80万0.00%849 00.0% — 不变
FFIN FIRST FINL BANKSHARES INC $4.85万0.00%1,401 66089.1% $2.28万 加仓
CORZ CORE SCIENTIFIC INC NEW $4.93万0.00%1,926 00.0% — 不变
XLU SELECT SECTOR SPDR TR $4.93万0.00%1,088 20.2% $91 加仓
JEPI J P MORGAN EXCHANGE TRADED F $4.95万0.00%877 877— $4.95万 新建仓
GLDM WORLD GOLD TR $5.00万0.01%630 327107.9% $2.60万 加仓
QQQM INVESCO EXCH TRADED FD TR II $5.06万0.01%167 31.8% $909 加仓
SPSB SPDR SERIES TRUST $5.07万0.01%1,690 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $5.08万0.01%234 -40-14.6% -$8,689 减仓
IVE ISHARES TR $5.11万0.01%225 00.0% — 不变
ICSH ISHARES TR $5.13万0.01%1,014 00.0% — 不变
MWA MUELLER WTR PRODS INC $5.17万0.01%2,000 00.0% — 不变
EOG EOG RES INC $5.19万0.01%400 00.0% — 不变
IONQ IONQ INC $5.19万0.01%975 740314.9% $3.94万 加仓
— FIRST TR EXCHANGE-TRADED FD $5.28万0.01%785 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $5.30万0.01%642 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $5.39万0.01%585 -45-7.1% -$4,144 减仓
MDLZ MONDELEZ INTL INC $5.44万0.01%940 -156-14.2% -$9,024 减仓
PAVE GLOBAL X FDS $5.45万0.01%925 00.0% — 不变
ITA ISHARES TR $5.46万0.01%225 10.4% $243 加仓
GPK GRAPHIC PACKAGING HLDG CO $5.47万0.01%5,175 4,555734.7% $4.81万 加仓
XETYX EATON VANCE TAX-MANAGED DIVE $5.64万0.01%3,878 772.0% $1,120 加仓
TTD THE TRADE DESK INC $5.75万0.01%3,180 -500-13.6% -$9,040 减仓
XLI SELECT SECTOR SPDR TR $5.76万0.01%311 134.4% $2,408 加仓
IDXX IDEXX LABS INC $5.79万0.01%110 00.0% — 不变
CGMS CAPITAL GRP FIXED INCM ETF T $5.81万0.01%2,125 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $5.82万0.01%176 63.5% $1,983 加仓
BOND PIMCO ETF TR $5.83万0.01%632 00.0% — 不变
EQT EQT CORP $5.87万0.01%1,104 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $5.95万0.01%238 00.0% — 不变
IYH ISHARES TR $5.96万0.01%890 00.0% — 不变
IWY ISHARES TR $6.02万0.01%207 00.0% — 不变
WEC WEC ENERGY GROUP INC $6.02万0.01%516 316.4% $3,618 加仓