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
PECO PHILLIPS EDISON & CO INC $00.00%0 -300-100.0% -$1.07万 清仓
INGR INGREDION INC $00.00%0 -70-100.0% -$7,719 清仓
EQIX EQUINIX INC $00.00%0 -10-100.0% -$7,662 清仓
SSB SOUTHSTATE BK CORP $00.00%0 -75-100.0% -$7,059 清仓
UMBF UMB FINL CORP $00.00%0 -56-100.0% -$6,443 清仓
RDDT REDDIT INC $00.00%0 -26-100.0% -$5,977 清仓
DUSB DIMENSIONAL ETF TRUST $00.00%0 -109-100.0% -$5,521 清仓
VAW VANGUARD WORLD FD $00.00%0 -25-100.0% -$5,189 清仓
VEEV VEEVA SYS INC $00.00%0 -21-100.0% -$4,688 清仓
RIOT RIOT PLATFORMS INC $00.00%0 -325-100.0% -$4,118 清仓
ALLY ALLY FINL INC $00.00%0 -90-100.0% -$4,077 清仓
VGSH VANGUARD SCOTTSDALE FDS $00.00%0 -65-100.0% -$3,818 清仓
SHEL SHELL PLC $00.00%0 —— — 申报中断
STWD STARWOOD PPTY TR INC $00.00%0 -175-100.0% -$3,152 清仓
— EXPAND ENERGY CORPORATION $00.00%0 -21-100.0% -$2,093 清仓
KVUE KENVUE INC $00.00%0 -95-100.0% -$1,639 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -20-100.0% -$1,349 清仓
EMB ISHARES TR $00.00%0 -13-100.0% -$1,252 清仓
CNEQ THE ALGER ETF TRUST $00.00%0 -33-100.0% -$1,135 清仓
TLT ISHARES TR $00.00%0 -13-100.0% -$1,134 清仓
FRMI FERMI INC $00.00%0 -100-100.0% -$800 清仓
ECL ECOLAB INC $00.00%0 -3-100.0% -$788 清仓
EMLC VANECK ETF TRUST $00.00%0 -25-100.0% -$646 清仓
DFNM DIMENSIONAL ETF TRUST $00.00%0 -12-100.0% -$579 清仓
MBB ISHARES TR $00.00%0 -6-100.0% -$572 清仓
— CONFLUENT INC $00.00%0 -15-100.0% -$454 清仓
IMOS CHIPMOS TECHNOLOGIES INC $00.00%0 -7-100.0% -$208 清仓
XYZ BLOCK INC $00.00%0 -3-100.0% -$196 清仓
CWH CAMPING WORLD HLDGS INC $00.00%0 -20-100.0% -$195 清仓
— AGILON HEALTH INC $00.00%0 -4-100.0% -$3 清仓
— DIGITAL CURRENCY X TECHNOLOG $00.00%0 -1-100.0% -$1 清仓