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
TSM TAIWAN SEMICONDUCTOR MANUFAC $33.10万0.03%693 417151.1% $19.91万 加仓
VLO VALERO ENERGY CORP $33.99万0.03%1,305 50.4% $1,302 加仓
SMBK SMARTFINANCIAL INC $34.40万0.03%7,332 2,25044.3% $10.56万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $34.60万0.03%14,208 14,208— $34.60万 新建仓
ETN EATON CORP PLC $34.69万0.03%814 -47-5.5% -$2.00万 减仓
FNDC SCHWAB STRATEGIC TR $34.78万0.03%7,163 00.0% — 不变
IEMG ISHARES INC $35.06万0.04%4,232 3,141287.9% $26.02万 加仓
IYW ISHARES TR $37.20万0.04%1,475 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $37.77万0.04%723 00.0% — 不变
SCHW SCHWAB CHARLES CORP $37.94万0.04%4,112 -100-2.4% -$9,227 减仓
IAU ISHARES GOLD TR $38.10万0.04%5,046 -61-1.2% -$4,606 减仓
MA MASTERCARD INCORPORATED $39.49万0.04%769 101.3% $5,135 加仓
COST COSTCO WHOLESALE CORPORATION $39.61万0.04%423 246.0% $2.25万 加仓
TFC TRUIST FINL CORP $40.25万0.04%8,078 -32-0.4% -$1,594 减仓
SNA SNAP ON INC $40.80万0.04%1,014 141.4% $5,634 加仓
VHT VANGUARD WORLD FD $40.81万0.04%1,365 00.0% — 不变
PEP PEPSICO INC $41.14万0.04%3,038 -5-0.2% -$677 减仓
COF CAPITAL ONE FINL CORP $42.77万0.04%2,132 00.0% — 不变
DE DEERE & CO $43.72万0.04%689 8614.3% $5.46万 加仓
LOW LOWES COS INC $44.01万0.04%1,996 180.9% $3,969 加仓
RMBS RAMBUS INC DEL $44.27万0.04%3,335 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD $44.31万0.04%1,700 00.0% — 不变
RGLD ROYAL GOLD INC $45.93万0.05%2,301 200.9% $3,992 加仓
QCOM QUALCOMM INC $46.18万0.05%2,499 58530.6% $10.81万 加仓
AXP AMERICAN EXPRESS CO $46.31万0.05%1,369 161.2% $5,412 加仓
ASML ASML HLDG NV $46.95万0.05%236 156.8% $2.98万 加仓
EPD ENTERPRISE PRODS PARTNERS L $47.61万0.05%12,951 00.0% — 不变
NUKZ EXCHANGE TRADED CONCEPTS TRU $48.20万0.05%7,071 -95-1.3% -$6,475 减仓
AMGN AMGEN INC $48.96万0.05%1,352 655.1% $2.35万 加仓
VB VANGUARD INDEX FDS $49.11万0.05%1,620 -25-1.5% -$7,578 减仓
BX BLACKSTONE INC $49.50万0.05%4,207 -35-0.8% -$4,118 减仓
GLW CORNING INC $50.79万0.05%1,988 -180-8.3% -$4.60万 减仓
CRWV COREWEAVE INC $51.75万0.05%5,199 00.0% — 不变
DIS DISNEY WALT CO $52.14万0.05%5,417 00.0% — 不变
ABT ABBOTT LABORATORIES $52.84万0.05%5,823 -77-1.3% -$6,988 减仓
WFC WELLS FARGO & CO $52.94万0.05%6,406 10.0% $83 加仓
TXN TEXAS INSTRS INC $53.20万0.05%1,785 804.7% $2.38万 加仓
ITOT ISHARES TR $53.83万0.05%3,277 1,931143.5% $31.72万 加仓
FHN FIRST HORIZON CORPORATION $54.46万0.05%21,239 00.0% — 不变
MPC MARATHON PETE CORP $54.63万0.05%2,137 -36-1.7% -$9,204 减仓
JPIN J P MORGAN EXCHANGE TRADED F $54.85万0.06%7,585 00.0% — 不变
O REALTY INCOME CORP $55.60万0.06%8,973 -163-1.8% -$1.01万 减仓
VEA VANGUARD TAX-MANAGED FDS $56.71万0.06%7,959 -496-5.9% -$3.53万 减仓
GLD SPDR GOLD TR $57.17万0.06%1,552 120.8% $4,421 加仓
OKE ONEOK INC NEW $57.77万0.06%6,645 -122-1.8% -$1.06万 减仓
PLTR PALANTIR TECHNOLOGIES INC $58.88万0.06%5,047 73317.0% $8.55万 加仓
CVX CHEVRON CORPORATION $59.09万0.06%3,565 1454.2% $2.40万 加仓
DAL DELTA AIR LINES INC $60.04万0.06%6,411 -286-4.3% -$2.68万 减仓
UNP UNION PAC CORP $60.56万0.06%2,226 733.4% $1.99万 加仓
MAA MID-AMER APT CMNTYS INC $60.93万0.06%4,385 -480-9.9% -$6.67万 减仓
SPCX SPACE EXPLORATION TECHN CORP $61.29万0.06%3,587 3,587— $61.29万 新建仓
PNFP PINNACLE FINL PARTNERS INC $61.98万0.06%6,144 00.0% — 不变
ORCL ORACLE CORP $64.00万0.06%4,367 1523.6% $2.23万 加仓
DUK DUKE ENERGY CORP NEW $65.48万0.07%5,173 -30-0.6% -$3,797 减仓
RTX RTX CORPORATION $67.83万0.07%3,575 1313.8% $2.49万 加仓
XLK SELECT SECTOR SPDR TR $68.83万0.07%3,613 551.5% $1.05万 加仓
MRK MERCK & CO INC $69.42万0.07%5,402 -24-0.4% -$3,084 减仓
IOO ISHARES TR $69.75万0.07%5,106 00.0% — 不变
ALL ALLSTATE CORP $71.52万0.07%3,006 -235-7.3% -$5.59万 减仓
VYM VANGUARD WHITEHALL FDS $71.57万0.07%4,529 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.08%1 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $75.57万0.08%9,562 -1,150-10.7% -$9.09万 减仓
PM PHILIP MORRIS INTL INC $75.71万0.08%4,185 -46-1.1% -$8,321 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $77.20万0.08%800 800— $77.20万 新建仓
RSPH INVESCO EXCHANGE TRADED FD T $79.37万0.08%23,915 8003.5% $2.66万 加仓
FTNT FORTINET INC $80.50万0.08%5,240 60.1% $922 加仓
MO ALTRIA GROUP INC $81.13万0.08%11,276 -92-0.8% -$6,619 减仓
SCHE SCHWAB STRATEGIC TR $82.80万0.08%22,835 -499-2.1% -$1.81万 减仓
NEE NEXTERA ENERGY INC $82.91万0.08%9,447 860.9% $7,548 加仓
UBER UBER TECHNOLOGIES INC $85.09万0.09%11,792 00.0% — 不变
INTC INTEL CORP $87.81万0.09%6,288 -2,071-24.8% -$28.92万 减仓
ARM ARM HOLDINGS PLC $89.00万0.09%2,510 200.8% $7,091 加仓
ILCG ISHARES TR $89.23万0.09%7,625 00.0% — 不变
NFLX NETFLIX INC. $89.54万0.09%12,540 -31-0.2% -$2,213 减仓
CMI CUMMINS INC $91.22万0.09%1,279 -19-1.5% -$1.36万 减仓
CRWD CROWDSTRIKE HLDGS INC $91.58万0.09%1,200 -5-0.4% -$3,816 减仓
SDY SPDR SERIES TRUST $92.37万0.09%6,070 00.0% — 不变
FEGE RBB FUND TRUST $93.22万0.09%19,055 4,08527.3% $19.98万 加仓
SPY STATE STR SPDR S&P 500 ETF T $93.56万0.09%1,253 60.5% $4,480 加仓
KO COCA COLA CO $94.77万0.10%11,661 -294-2.5% -$2.39万 减仓
BAC BANK OF AMER CORP $98.76万0.10%17,332 1600.9% $9,117 加仓
DXPE DXP ENTERPRISES INC $100.55万0.10%5,959 -680-10.2% -$11.47万 减仓
ISTB ISHARES TR $104.21万0.10%21,598 -731-3.3% -$3.53万 减仓
GEV GE VERNOVA INC $106.56万0.11%907 -26-2.8% -$3.05万 减仓
SCHV SCHWAB STRATEGIC TR $108.88万0.11%31,279 5741.9% $2.00万 加仓
AVGO BROADCOM INC $110.87万0.11%2,935 39715.6% $15.00万 加仓
RWO SPDR INDEX SHS FDS $111.82万0.11%22,494 -711-3.1% -$3.53万 减仓
IJH ISHARES TR $117.11万0.12%15,188 -407-2.6% -$3.14万 减仓
UNH UNITEDHEALTH GROUP INC $117.20万0.12%2,820 -557-16.5% -$23.15万 减仓
AMD ADVANCED MICRO DEVICES INC $119.96万0.12%2,065 683.4% $3.95万 加仓
TM TOYOTA MOTOR CORP $124.28万0.12%7,379 1,15018.5% $19.37万 加仓
SMH VANECK ETF TRUST $125.01万0.13%1,906 -75-3.8% -$4.92万 减仓
VTEB VANGUARD MUN BD FDS $130.20万0.13%25,741 -142-0.5% -$7,182 减仓
SGOV ISHARES TR $130.94万0.13%13,007 -3,028-18.9% -$30.48万 减仓
SCHX SCHWAB STRATEGIC TR $131.19万0.13%44,577 00.0% — 不变
JNJ JOHNSON & JOHNSON $131.24万0.13%5,167 2424.9% $6.15万 加仓
MLR MILLER INDS INC TENN $133.35万0.13%26,070 9,31355.6% $47.64万 加仓
GE GE AEROSPACE $135.25万0.14%3,619 130.4% $4,858 加仓
RSP INVESCO EXCHANGE TRADED FD T $135.43万0.14%6,365 901.4% $1.91万 加仓
MSTR STRATEGY INC $143.53万0.14%16,511 -1,500-8.3% -$13.04万 减仓