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
SLV ISHARES SILVER TR $12.70万0.01%2,376 26112.3% $1.40万 加仓
LUNR INTUITIVE MACHINES INC $12.83万0.01%6,000 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $12.99万0.01%1,323 171.3% $1,669 加仓
BTI BRITISH AMERN TOB PLC $13.21万0.01%2,139 00.0% — 不变
IWD ISHARES TR $13.31万0.01%549 -9-1.6% -$2,182 减仓
EHC ENCOMPASS HEALTH CORP $13.93万0.01%1,378 00.0% — 不变
CGNX COGNEX CORP $13.93万0.01%1,924 10.1% $72 加仓
CSM PROSHARES TR $13.93万0.01%1,635 00.0% — 不变
RSPF INVESCO EXCHANGE TRADED FD T $13.96万0.01%1,800 00.0% — 不变
MAIN MAIN STR CAP CORP $14.05万0.01%2,709 -76-2.7% -$3,943 减仓
HWM HOWMET AEROSPACE INC $14.12万0.01%525 8920.4% $2.39万 加仓
IXUS ISHARES TR $14.17万0.01%1,485 00.0% — 不变
ASST STRIVE INC $14.18万0.01%13,000 13,000— $14.18万 新建仓
PWR QUANTA SVCS INC $14.26万0.01%198 00.0% — 不变
GPC GENUINE PARTS CO $14.51万0.01%1,230 00.0% — 不变
NTAP NETAPP INC $14.62万0.01%945 00.0% — 不变
DHI D R HORTON INC $14.66万0.01%900 00.0% — 不变
PFE PFIZER INC $14.69万0.01%6,101 901.5% $2,167 加仓
VONG VANGUARD SCOTTSDALE FDS $14.72万0.01%1,152 48171.7% $6.15万 加仓
PPH VANECK ETF TRUST $14.76万0.01%1,350 00.0% — 不变
MDT MEDTRONIC PLC $15.13万0.02%1,934 -71-3.5% -$5,554 减仓
CARR CARRIER GLOBAL CORPORATION $15.15万0.02%2,065 -25-1.2% -$1,834 减仓
TDG TRANSDIGM GROUP INC $15.53万0.02%117 00.0% — 不变
AGG ISHARES TR $15.58万0.02%1,574 -21-1.3% -$2,078 减仓
IRM IRON MTN INC DEL $15.59万0.02%1,234 -10-0.8% -$1,263 减仓
BIV VANGUARD BD INDEX FDS $15.65万0.02%2,041 00.0% — 不变
FDX FEDEX CORP $15.90万0.02%508 -6-1.2% -$1,878 减仓
HOOD ROBINHOOD MKTS INC $16.16万0.02%1,611 1,5001,351.4% $15.04万 加仓
BWIN THE BALDWIN INSURANCE GRP IN $16.67万0.02%6,270 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $16.83万0.02%340 00.0% — 不变
IJR ISHARES TR $16.86万0.02%1,137 10.1% $148 加仓
TJX TJX COS INC NEW $16.97万0.02%1,120 333.0% $5,000 加仓
D DOMINION ENERGY INC $17.09万0.02%2,503 00.0% — 不变
GRMN GARMIN LTD $17.23万0.02%725 273.9% $6,416 加仓
WELL WELLTOWER INC $17.25万0.02%760 385.3% $8,625 加仓
KLAC KLA CORP $17.50万0.02%580 -10-1.7% -$3,017 减仓
IWM ISHARES TR $17.76万0.02%591 -31-5.0% -$9,315 减仓
EVRG EVERGY INC $17.93万0.02%2,074 00.0% — 不变
SPYM SPDR SERIES TRUST $18.24万0.02%2,076 00.0% — 不变
SIMO SILICON MOTION TECHNOLOGY CO $18.33万0.02%550 00.0% — 不变
MCD MCDONALDS CORP $18.87万0.02%698 456.9% $1.22万 加仓
IBIT ISHARES BITCOIN TRUST ETF $19.03万0.02%5,715 4739.0% $1.57万 加仓
MUB ISHARES TR $19.09万0.02%1,774 1,306279.1% $14.06万 加仓
JPST J P MORGAN EXCHANGE TRADED F $19.12万0.02%3,781 00.0% — 不变
XLF SELECT SECTOR SPDR TR $19.57万0.02%3,651 -189-4.9% -$1.01万 减仓
CLX CLOROX CO DEL $19.77万0.02%2,071 1015.1% $9,639 加仓
AMAT APPLIED MATLS INC $19.88万0.02%275 00.0% — 不变
DJD INVESCO EXCHANGE TRADED FD T $19.89万0.02%3,139 00.0% — 不变
TSCO TRACTOR SUPPLY CO $20.04万0.02%6,341 -598-8.6% -$1.89万 减仓
OEF ISHARES TR $20.38万0.02%557 00.0% — 不变
TGT TARGET CORP $20.65万0.02%1,581 -22-1.4% -$2,874 减仓
MLRG ISHARES TR $20.73万0.02%2,000 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $20.91万0.02%4,938 2284.8% $9,654 加仓
IEFA ISHARES TR $21.23万0.02%2,198 1,485208.3% $14.34万 加仓
DELL DELL TECHNOLOGIES INC $21.44万0.02%497 382332.2% $16.48万 加仓
DGRO ISHARES TR $21.45万0.02%2,830 00.0% — 不变
VRIG INVESCO ACTIVELY MANAGED EXC $22.20万0.02%8,855 00.0% — 不变
BKNG BOOKING HOLDINGS INC $22.28万0.02%1,250 00.0% — 不变
CINF CINCINNATI FINL CORP $22.29万0.02%1,204 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $22.35万0.02%3,744 -450-10.7% -$2.69万 减仓
CBZ CBIZ INC $22.46万0.02%7,000 3,00075.0% $9.62万 加仓
IDEV ISHARES TR $22.56万0.02%2,534 1,594169.6% $14.19万 加仓
SPYG SPDR SERIES TRUST $22.67万0.02%1,905 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $22.69万0.02%4,715 00.0% — 不变
IJS ISHARES TR $22.69万0.02%1,660 00.0% — 不变
NVS NOVARTIS AG $22.71万0.02%1,449 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $23.13万0.02%810 00.0% — 不变
FTC FIRST TR EXCHANGE-TRADED ALP $23.50万0.02%1,213 40.3% $775 加仓
OZK BANK OZK LITTLE ROCK ARK $23.54万0.02%4,520 00.0% — 不变
DOV DOVER CORP $23.89万0.02%1,065 -30-2.7% -$6,728 减仓
ODFL OLD DOMINION FREIGHT LINE IN $23.92万0.02%1,104 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $23.95万0.02%1,688 1,055166.7% $14.97万 加仓
T AT&T INC $24.03万0.02%11,607 -108-0.9% -$2,236 减仓
MS MORGAN STANLEY $24.51万0.02%1,173 1039.6% $2.15万 加仓
VEU VANGUARD INTL EQUITY INDEX F $25.61万0.03%3,058 00.0% — 不变
UPS UNITED PARCEL SVCS INC $25.91万0.03%2,410 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $26.10万0.03%928 414.6% $1.15万 加仓
IDV ISHARES TR $26.69万0.03%6,443 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $26.71万0.03%6,066 00.0% — 不变
VGT VANGUARD WORLD FD $26.83万0.03%2,245 -827-26.9% -$9.88万 减仓
AMT AMERICAN TOWER CORP $26.84万0.03%1,641 -19-1.1% -$3,108 减仓
VTV VANGUARD INDEX FDS $26.96万0.03%1,237 100.8% $2,179 加仓
ANET ARISTA NETWORKS INC $27.79万0.03%1,636 24617.7% $4.18万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $27.97万0.03%2,000 00.0% — 不变
GD GENERAL DYNAMICS CORP $28.23万0.03%797 91.1% $3,188 加仓
EMR EMERSON ELEC CO $28.33万0.03%1,979 18510.3% $2.65万 加仓
MRVL MARVELL TECHNOLOGY INC $28.36万0.03%952 750371.3% $22.34万 加仓
LMT LOCKHEED MARTIN CORP $28.48万0.03%559 -116-17.2% -$5.91万 减仓
DGRW WISDOMTREE TR $29.65万0.03%3,101 -139-4.3% -$1.33万 减仓
TMO THERMO FISHER SCIENTIFIC INC $30.38万0.03%606 00.0% — 不变
PANW PALO ALTO NETWORKS INC $30.83万0.03%904 15821.2% $5.39万 加仓
CW CURTISS WRIGHT CORP $31.07万0.03%410 00.0% — 不变
PSX PHILLIPS 66 $31.58万0.03%1,868 442.4% $7,438 加仓
DHR DANAHER CORP DEL $31.62万0.03%1,660 -74-4.3% -$1.41万 减仓
VBR VANGUARD INDEX FDS $32.03万0.03%1,318 00.0% — 不变
EFA ISHARES TR $32.17万0.03%3,097 -500-13.9% -$5.19万 减仓
GS GOLDMAN SACHS GROUP INC $32.36万0.03%320 289.6% $2.83万 加仓
VO VANGUARD INDEX FDS $32.43万0.03%4,025 82125.6% $6.61万 加仓
RPG INVESCO EXCHANGE TRADED FD T $32.44万0.03%5,080 00.0% — 不变
KKR KKR & CO INC $33.03万0.03%3,599 10.0% $92 加仓