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
BABA ALIBABA GROUP HLDG LTD $13.22万0.02%1,054 -800-43.1% -$10.04万 减仓
EHC ENCOMPASS HEALTH CORP $13.33万0.02%1,378 -222-13.9% -$2.15万 减仓
HII HUNTINGTON INGALLS INDS INC $13.49万0.02%355 -550-60.8% -$20.89万 减仓
TDG TRANSDIGM GROUP INC $13.52万0.02%117 00.0% — 不变
BWIN THE BALDWIN INSURANCE GRP IN $13.76万0.02%6,270 00.0% — 不变
XLV SELECT SECTOR SPDR TR $13.85万0.02%945 00.0% — 不变
PPH VANECK ETF TRUST $14.02万0.02%1,350 00.0% — 不变
IJR ISHARES TR $14.12万0.02%1,136 10910.6% $1.35万 加仓
WELL WELLTOWER INC $14.27万0.02%722 223.1% $4,350 加仓
SLV ISHARES SILVER TR $14.41万0.02%2,115 -660-23.8% -$4.50万 减仓
MAIN MAIN STR CAP CORP $14.75万0.02%2,785 -100-3.5% -$5,296 减仓
IWM ISHARES TR $15.42万0.02%622 00.0% — 不变
D DOMINION ENERGY INC $15.47万0.02%2,503 -100-3.8% -$6,182 减仓
BIV VANGUARD BD INDEX FDS $15.75万0.02%2,041 00.0% — 不变
AGG ISHARES TR $15.83万0.02%1,595 452.9% $4,467 加仓
SPYM SPDR SERIES TRUST $15.89万0.02%2,076 1,771580.7% $13.56万 加仓
GRMN GARMIN LTD $16.20万0.02%698 456.9% $1.04万 加仓
FTEC FIDELITY COVINGTON TRUST $16.85万0.02%810 -225-21.7% -$4.68万 减仓
PFE PFIZER INC $16.88万0.02%6,011 4367.8% $1.22万 加仓
EVRG EVERGY INC $16.99万0.02%2,074 00.0% — 不变
ANET ARISTA NETWORKS INC $17.07万0.02%1,390 -925-40.0% -$11.36万 减仓
TJX TJX COS INC NEW $17.36万0.02%1,087 23227.1% $3.71万 加仓
MDT MEDTRONIC PLC $17.37万0.02%2,005 -942-32.0% -$8.16万 减仓
MS MORGAN STANLEY $17.60万0.02%1,070 26332.6% $4.33万 加仓
OEF ISHARES TR $17.72万0.02%557 00.0% — 不变
MLRG ISHARES TR $17.97万0.02%2,000 00.0% — 不变
MELI MERCADOLIBRE INC $17.98万0.02%104 5092.6% $8.65万 加仓
FDX FEDEX CORP $18.30万0.02%514 -13-2.5% -$4,628 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $18.64万0.02%1,209 00.0% — 不变
SPYG SPDR SERIES TRUST $18.65万0.02%1,905 -935-32.9% -$9.15万 减仓
DJD INVESCO EXCHANGE TRADED FD T $18.75万0.02%3,139 -121-3.7% -$7,229 减仓
CINF CINCINNATI FINL CORP $18.94万0.02%1,204 10.1% $157 加仓
XLF SELECT SECTOR SPDR TR $18.96万0.02%3,840 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $19.14万0.02%3,781 -1,773-31.9% -$8.97万 减仓
ITOT ISHARES TR $19.17万0.02%1,346 00.0% — 不变
VDE VANGUARD WORLD FD $19.38万0.02%1,120 -453-28.8% -$7.84万 减仓
TGT TARGET CORP $19.43万0.02%1,603 15810.9% $1.92万 加仓
IJS ISHARES TR $19.66万0.02%1,660 00.0% — 不变
SMBK SMARTFINANCIAL INC $19.86万0.02%5,082 00.0% — 不变
DGRO ISHARES TR $19.86万0.02%2,830 -820-22.5% -$5.75万 减仓
IBIT ISHARES BITCOIN TRUST ETF $20.14万0.02%5,242 -13,188-71.6% -$50.67万 减仓
MCD MCDONALDS CORP $20.30万0.02%653 10819.8% $3.36万 加仓
CLX CLOROX CO DEL $20.42万0.02%1,970 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $20.74万0.02%4,520 00.0% — 不变
BKNG BOOKING HOLDINGS INC $21.05万0.02%50 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $21.50万0.02%887 -360-28.9% -$8.73万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $21.58万0.02%1,104 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $22.04万0.03%4,715 00.0% — 不变
NVS NOVARTIS AG $22.13万0.03%1,449 00.0% — 不变
VRIG INVESCO ACTIVELY MANAGED EXC $22.17万0.03%8,855 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $22.67万0.03%4,194 1102.7% $5,946 加仓
DOV DOVER CORP $22.83万0.03%1,095 -14-1.3% -$2,918 减仓
VEU VANGUARD INTL EQUITY INDEX F $22.97万0.03%3,058 00.0% — 不变
VO VANGUARD INDEX FDS $23.00万0.03%801 50.6% $1,436 加仓
EMR EMERSON ELEC CO $23.51万0.03%1,794 1549.4% $2.02万 加仓
VZ VERIZON COMMUNICATIONS INC $23.64万0.03%4,710 -585-11.0% -$2.94万 减仓
UPS UNITED PARCEL SVCS INC $23.71万0.03%2,410 00.0% — 不变
RPG INVESCO EXCHANGE TRADED FD T $23.74万0.03%5,080 00.0% — 不变
VTV VANGUARD INDEX FDS $24.07万0.03%1,227 -984-44.5% -$19.31万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $24.39万0.03%2,000 00.0% — 不变
QCOM QUALCOMM INC $24.65万0.03%1,914 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $24.70万0.03%292 5623.7% $4.74万 加仓
XLRE SELECT SECTOR SPDR TR $24.77万0.03%6,066 59310.8% $2.42万 加仓
— HONEYWELL INTL INC $25.04万0.03%1,108 555.2% $1.24万 加仓
IYW ISHARES TR $26.76万0.03%1,475 -63-4.1% -$1.14万 减仓
VGT VANGUARD WORLD FD $26.79万0.03%384 00.0% — 不变
GD GENERAL DYNAMICS CORP $27.05万0.03%788 385.1% $1.30万 加仓
IDV ISHARES TR $27.42万0.03%6,443 -1,360-17.4% -$5.79万 减仓
CW CURTISS WRIGHT CORP $27.93万0.03%410 00.0% — 不变
DGRW WISDOMTREE TR $28.46万0.03%3,240 90.3% $791 加仓
VBR VANGUARD INDEX FDS $28.63万0.03%1,318 -503-27.6% -$10.93万 减仓
AMT AMERICAN TOWER CORP $28.65万0.03%1,660 784.9% $1.35万 加仓
RMBS RAMBUS INC DEL $28.69万0.03%3,335 00.0% — 不变
ASML ASML HLDG NV $29.19万0.03%221 -3-1.3% -$3,962 减仓
GLW CORNING INC $29.48万0.03%2,168 40222.8% $5.47万 加仓
TMO THERMO FISHER SCIENTIFIC INC $29.79万0.03%606 6912.8% $3.39万 加仓
TSEM TOWER SEMICONDUCTOR LTD $29.83万0.03%1,700 1,700— $29.83万 新建仓
ETN EATON CORP PLC $30.80万0.04%861 8010.2% $2.86万 加仓
TSCO TRACTOR SUPPLY CO $31.43万0.04%6,939 3114.7% $1.41万 加仓
VLO VALERO ENERGY CORP $32.12万0.04%1,300 00.0% — 不变
DHR DANAHER CORP DEL $32.88万0.04%1,734 744.5% $1.40万 加仓
TXN TEXAS INSTRS INC $33.11万0.04%1,705 493.0% $9,515 加仓
FNDC SCHWAB STRATEGIC TR $33.21万0.04%7,163 00.0% — 不变
PSX PHILLIPS 66 $33.23万0.04%1,824 -132-6.7% -$2.40万 减仓
KKR KKR & CO INC $33.28万0.04%3,598 10.0% $93 加仓
DIA STATE STR SPDR DOW JONES IND $33.49万0.04%723 507.4% $2.32万 加仓
T AT&T INC $33.96万0.04%11,715 6766.1% $1.96万 加仓
DE DEERE & CO $33.98万0.04%603 -41-6.4% -$2.31万 减仓
EFA ISHARES TR $34.94万0.04%3,597 50016.1% $4.86万 加仓
SNA SNAP ON INC $36.32万0.04%1,000 -200-16.7% -$7.26万 减仓
INTC INTEL CORP $36.89万0.04%8,359 2,19335.6% $9.68万 加仓
VHT VANGUARD WORLD FD $37.17万0.04%1,365 -18-1.3% -$4,902 减仓
TFC TRUIST FINL CORP $37.28万0.04%8,110 -33-0.4% -$1,517 减仓
ARM ARM HOLDINGS PLC $37.67万0.04%2,490 00.0% — 不变
MA MASTERCARD INCORPORATED $37.90万0.04%759 354.8% $1.75万 加仓
COF CAPITAL ONE FINL CORP $38.89万0.04%2,132 68747.5% $12.53万 加仓
SCHW SCHWAB CHARLES CORP $39.58万0.05%4,212 2496.3% $2.34万 加仓
COST COSTCO WHOLESALE CORPORATION $39.80万0.05%399 -86-17.7% -$8.58万 减仓
CRWV COREWEAVE INC $40.28万0.05%5,199 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $40.62万0.05%1,997 23213.1% $4.72万 加仓