HHM Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001750086
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $6.04万 | 0.01% | 1,152 | 225 | 24.3% | $1.18万 | 加仓 |
| ORI | OLD REP INTL CORP | $6.14万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $6.18万 | 0.01% | 730 | 107 | 17.2% | $9,057 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6.19万 | 0.01% | 234 | 1 | 0.4% | $265 | 加仓 |
| ALB | ALBEMARLE CORP | $6.20万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $6.24万 | 0.01% | 1,080 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $6.31万 | 0.01% | 1,500 | 1,500 | — | $6.31万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $6.31万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $6.43万 | 0.01% | 532 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $6.46万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $6.49万 | 0.01% | 1,864 | -18 | -1.0% | -$626 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6.54万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $6.56万 | 0.01% | 3,040 | 1,634 | 116.2% | $3.53万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $6.56万 | 0.01% | 680 | 395 | 138.6% | $3.81万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.57万 | 0.01% | 1,444 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $6.58万 | 0.01% | 790 | -440 | -35.8% | -$3.67万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $6.60万 | 0.01% | 855 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $6.64万 | 0.01% | 1,280 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.82万 | 0.01% | 1,183 | 83 | 7.5% | $4,782 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6.82万 | 0.01% | 1,065 | 67 | 6.7% | $4,289 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $6.89万 | 0.01% | 1,963 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $7.00万 | 0.01% | 1,724 | 1,724 | — | $7.00万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $7.09万 | 0.01% | 781 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $7.11万 | 0.01% | 2,140 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $7.14万 | 0.01% | 210 | 27 | 14.8% | $9,181 | 加仓 |
| CVS | CVS HEALTH CORP | $7.19万 | 0.01% | 695 | -257 | -27.0% | -$2.66万 | 减仓 |
| AEE | AMEREN CORP | $7.22万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $7.27万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $7.32万 | 0.01% | 2,748 | 0 | 0.0% | — | 不变 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $7.42万 | 0.01% | 868 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $7.45万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $7.50万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $7.54万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $7.58万 | 0.01% | 505 | -615 | -54.9% | -$9.23万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $7.76万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $7.96万 | 0.01% | 1,940 | 17 | 0.9% | $698 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $8.10万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $8.19万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $8.23万 | 0.01% | 986 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.29万 | 0.01% | 2,136 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8.52万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $8.53万 | 0.01% | 625 | -625 | -50.0% | -$8.53万 | 减仓 |
| DDOG | DATADOG INC | $8.54万 | 0.01% | 328 | 328 | — | $8.54万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $8.63万 | 0.01% | 233 | -60 | -20.5% | -$2.22万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $8.67万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $8.67万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $8.73万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $8.86万 | 0.01% | 1,536 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $8.87万 | 0.01% | 834 | 630 | 308.8% | $6.70万 | 加仓 |
| IBDU | ISHARES TR | $8.87万 | 0.01% | 3,830 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8.94万 | 0.01% | 182 | -14 | -7.1% | -$6,876 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $8.95万 | 0.01% | 225 | 21 | 10.3% | $8,351 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $8.96万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $8.98万 | 0.01% | 1,657 | -100 | -5.7% | -$5,421 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $9.00万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $9.08万 | 0.01% | 4,748 | 13 | 0.3% | $249 | 加仓 |
| IBDS | ISHARES TR | $9.08万 | 0.01% | 3,750 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $9.09万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $9.15万 | 0.01% | 3,775 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $9.24万 | 0.01% | 856 | 47 | 5.8% | $5,073 | 加仓 |
| BLK | BLACKROCK INC | $9.27万 | 0.01% | 96 | 16 | 20.0% | $1.54万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $9.28万 | 0.01% | 8,599 | -25 | -0.3% | -$270 | 减仓 |
| RWR | SPDR SERIES TRUST | $9.32万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $9.34万 | 0.01% | 237 | 87 | 58.0% | $3.43万 | 加仓 |
| SNPS | SYNOPSYS INC | $9.46万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $9.48万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $9.55万 | 0.01% | 388 | 49 | 14.5% | $1.21万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $9.60万 | 0.01% | 605 | -340 | -36.0% | -$5.39万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $9.61万 | 0.01% | 419 | -77 | -15.5% | -$1.77万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.71万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $9.78万 | 0.01% | 1,030 | -319 | -23.6% | -$3.03万 | 减仓 |
| STN | STANTEC INC | $9.79万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| ECH | ISHARES INC | $9.93万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $9.94万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $10.12万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $10.13万 | 0.01% | 5,715 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $10.16万 | 0.01% | 250 | -18 | -6.7% | -$7,317 | 减仓 |
| IUSG | ISHARES TR | $10.50万 | 0.01% | 558 | -80 | -12.5% | -$1.50万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $10.50万 | 0.01% | 2,065 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.57万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $10.95万 | 0.01% | 1,194 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $11.09万 | 0.01% | 767 | 97 | 14.5% | $1.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $11.10万 | 0.01% | 666 | -74 | -10.0% | -$1.23万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $11.22万 | 0.01% | 772 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $11.24万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $11.36万 | 0.01% | 995 | -25 | -2.5% | -$2,855 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $11.58万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $11.70万 | 0.01% | 1,145 | 118 | 11.5% | $1.21万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $11.72万 | 0.01% | 3,460 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $11.73万 | 0.01% | 773 | -140 | -15.3% | -$2.12万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $11.87万 | 0.01% | 1,073 | -41 | -3.7% | -$4,536 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $11.97万 | 0.01% | 819 | 113 | 16.0% | $1.65万 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $11.99万 | 0.01% | 3,662 | 1,000 | 37.6% | $3.28万 | 加仓 |
| AMLP | ALPS ETF TR | $12.08万 | 0.01% | 2,329 | 20 | 0.9% | $1,037 | 加仓 |
| IREN | IREN LIMITED | $12.19万 | 0.01% | 2,665 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $12.28万 | 0.01% | 555 | 155 | 38.8% | $3.43万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $12.49万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $12.55万 | 0.01% | 1,628 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $12.64万 | 0.01% | 3,464 | -99 | -2.8% | -$3,613 | 减仓 |
| NET | CLOUDFLARE INC | $12.66万 | 0.01% | 516 | 500 | 3,125.0% | $12.26万 | 加仓 |