HHM Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001750086
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $6.84万 | 0.01% | 952 | 1 | 0.1% | $72 | 加仓 |
| GIS | GENERAL MILLS INC | $7.00万 | 0.01% | 1,882 | -311 | -14.2% | -$1.16万 | 减仓 |
| AEE | AMEREN CORP | $7.02万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $7.02万 | 0.01% | 1,104 | -150 | -12.0% | -$9,544 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $7.03万 | 0.01% | 1,540 | 1,540 | — | $7.03万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $7.05万 | 0.01% | 339 | 92 | 37.2% | $1.91万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7.10万 | 0.01% | 998 | -30 | -2.9% | -$2,135 | 减仓 |
| VXF | VANGUARD INDEX FDS | $7.24万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $7.27万 | 0.01% | 2,748 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.36万 | 0.01% | 671 | 598 | 819.2% | $6.56万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $7.38万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $7.42万 | 0.01% | 1,536 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $7.46万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.48万 | 0.01% | 2,136 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $7.55万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7.57万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $7.58万 | 0.01% | 400 | 400 | — | $7.58万 | 新建仓 |
| IEMG | ISHARES INC | $7.61万 | 0.01% | 1,091 | 729 | 201.4% | $5.08万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.62万 | 0.01% | 1,444 | -1,700 | -54.1% | -$8.97万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $7.67万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7.72万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $7.79万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $7.80万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $7.86万 | 0.01% | 940 | 155 | 19.7% | $1.30万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $7.90万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $7.92万 | 0.01% | 633 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $7.95万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $8.03万 | 0.01% | 855 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8.17万 | 0.01% | 196 | 40 | 25.6% | $1.67万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $8.24万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $8.24万 | 0.01% | 459 | 9 | 2.0% | $1,616 | 加仓 |
| RWR | SPDR SERIES TRUST | $8.33万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $8.35万 | 0.01% | 3,680 | -2,750 | -42.8% | -$6.24万 | 减仓 |
| HUBS | HUBSPOT INC | $8.37万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $8.41万 | 0.01% | 212 | -46 | -17.8% | -$1.82万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8.51万 | 0.01% | 138 | 125 | 961.5% | $7.71万 | 加仓 |
| GOVT | ISHARES TR | $8.55万 | 0.01% | 3,732 | 3,732 | — | $8.55万 | 新建仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $8.55万 | 0.01% | 2,662 | 2,581 | 3,186.4% | $8.29万 | 加仓 |
| KLAC | KLA CORP | $8.69万 | 0.01% | 59 | 2 | 3.5% | $2,945 | 加仓 |
| SYM | SYMBOTIC INC | $8.70万 | 0.01% | 1,636 | 1,634 | 81,700.0% | $8.69万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $8.88万 | 0.01% | 8,624 | -2,750 | -24.2% | -$2.83万 | 减仓 |
| IBDU | ISHARES TR | $8.91万 | 0.01% | 3,830 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $8.93万 | 0.01% | 496 | 19 | 4.0% | $3,420 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $8.94万 | 0.01% | 5,715 | 4,682 | 453.2% | $7.33万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $8.95万 | 0.01% | 1,230 | 230 | 23.0% | $1.67万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $9.05万 | 0.01% | 433 | 66 | 18.0% | $1.38万 | 加仓 |
| IBDS | ISHARES TR | $9.09万 | 0.01% | 3,750 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $9.12万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $9.14万 | 0.01% | 2,665 | 2,665 | — | $9.14万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $9.14万 | 0.01% | 4,735 | 2,465 | 108.6% | $4.76万 | 加仓 |
| IBDR | ISHARES TR | $9.15万 | 0.01% | 3,775 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9.20万 | 0.01% | 1,027 | 565 | 122.3% | $5.06万 | 加仓 |
| IWB | ISHARES TR | $9.20万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $9.25万 | 0.01% | 706 | 35 | 5.2% | $4,583 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.33万 | 0.01% | 276 | 163 | 144.2% | $5.51万 | 加仓 |
| AMAT | APPLIED MATLS INC | $9.40万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $9.40万 | 0.01% | 204 | 50 | 32.5% | $2.30万 | 加仓 |
| CGNX | COGNEX CORP | $9.42万 | 0.01% | 1,923 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $9.51万 | 0.01% | 1,757 | -100 | -5.4% | -$5,414 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $9.58万 | 0.01% | 293 | -120 | -29.1% | -$3.92万 | 减仓 |
| NTAP | NETAPP INC | $9.68万 | 0.01% | 945 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $9.84万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $9.90万 | 0.01% | 638 | -93 | -12.7% | -$1.44万 | 减仓 |
| ECH | ISHARES INC | $9.94万 | 0.01% | 2,500 | 2,500 | — | $9.94万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $10.05万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $10.12万 | 0.01% | 772 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $10.16万 | 0.01% | 1,923 | 40 | 2.1% | $2,113 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $10.18万 | 0.01% | 1,194 | 84 | 7.6% | $7,159 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $10.24万 | 0.01% | 2,065 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $10.42万 | 0.01% | 3,460 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $10.74万 | 0.01% | 4,000 | 4,000 | — | $10.74万 | 新建仓 |
| PWR | QUANTA SVCS INC | $10.87万 | 0.01% | 198 | -57 | -22.4% | -$3.13万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $10.93万 | 0.01% | 2,000 | 2,000 | — | $10.93万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $11.02万 | 0.01% | 913 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $11.13万 | 0.01% | 820 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $11.14万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $11.38万 | 0.01% | 268 | 30 | 12.6% | $1.27万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $11.53万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $11.77万 | 0.01% | 2,090 | -150 | -6.7% | -$8,447 | 减仓 |
| IWD | ISHARES TR | $11.92万 | 0.01% | 558 | 304 | 119.7% | $6.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $11.96万 | 0.01% | 746 | -212 | -22.1% | -$3.40万 | 减仓 |
| SHOP | SHOPIFY INC | $12.10万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $12.13万 | 0.01% | 1,628 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $12.15万 | 0.01% | 2,309 | 29 | 1.3% | $1,527 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $12.17万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $12.17万 | 0.01% | 595 | 105 | 21.4% | $2.15万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $12.20万 | 0.01% | 340 | 340 | — | $12.20万 | 新建仓 |
| CSM | PROSHARES TR | $12.23万 | 0.01% | 1,635 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $12.28万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $12.31万 | 0.01% | 1,306 | -15 | -1.1% | -$1,414 | 减仓 |
| DHI | D R HORTON INC | $12.35万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $12.51万 | 0.01% | 2,139 | -49 | -2.2% | -$2,865 | 减仓 |
| RIO | RIO TINTO PLC | $12.58万 | 0.01% | 1,349 | 400 | 42.1% | $3.73万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $12.61万 | 0.01% | 1,114 | -61 | -5.2% | -$6,904 | 减仓 |
| IRM | IRON MTN INC DEL | $12.71万 | 0.01% | 1,244 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $12.84万 | 0.01% | 740 | 74 | 11.1% | $1.28万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $12.85万 | 0.01% | 1,800 | -747 | -29.3% | -$5.33万 | 减仓 |
| IXUS | ISHARES TR | $12.87万 | 0.01% | 1,485 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $12.87万 | 0.01% | 3,563 | -199 | -5.3% | -$7,188 | 减仓 |
| GPC | GENUINE PARTS CO | $13.01万 | 0.01% | 1,230 | -225 | -15.5% | -$2.38万 | 减仓 |