HHM Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001750086
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $65.27万 | 0.08% | 5,426 | -362 | -6.3% | -$4.35万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $63.11万 | 0.07% | 4,314 | -131 | -2.9% | -$1.92万 | 减仓 |
| ORCL | ORACLE CORP | $62.01万 | 0.07% | 4,215 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $61.77万 | 0.07% | 5,106 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $61.17万 | 0.07% | 6,767 | -234 | -3.3% | -$2.12万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $60.58万 | 0.07% | 5,900 | 418 | 7.6% | $4.29万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $59.41万 | 0.07% | 4,865 | -875 | -15.2% | -$10.69万 | 减仓 |
| RGLD | ROYAL GOLD INC | $58.05万 | 0.07% | 2,281 | -28 | -1.2% | -$7,125 | 减仓 |
| O | REALTY INCOME CORP | $55.89万 | 0.06% | 9,136 | -440 | -4.6% | -$2.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.18万 | 0.06% | 8,455 | -38 | -0.4% | -$2,435 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $54.04万 | 0.06% | 7,585 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $53.05万 | 0.06% | 2,173 | 1 | 0.0% | $244 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $52.92万 | 0.06% | 6,144 | 6,144 | — | $52.92万 | 新建仓 |
| UNP | UNION PAC CORP | $52.25万 | 0.06% | 2,153 | 73 | 3.5% | $1.77万 | 加仓 |
| DIS | DISNEY WALT CO | $52.21万 | 0.06% | 5,417 | -69 | -1.3% | -$6,651 | 减仓 |
| WFC | WELLS FARGO & CO | $50.99万 | 0.06% | 6,405 | -528 | -7.6% | -$4.20万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $49.01万 | 0.06% | 12,951 | 10 | 0.1% | $378 | 加仓 |
| BX | BLACKSTONE INC | $48.78万 | 0.06% | 4,242 | -114 | -2.6% | -$1.31万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $48.34万 | 0.06% | 21,239 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $47.29万 | 0.05% | 3,558 | 2,494 | 234.4% | $33.15万 | 加仓 |
| PEP | PEPSICO INC | $47.25万 | 0.05% | 3,043 | 614 | 25.3% | $9.53万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $47.13万 | 0.05% | 7,166 | 2,663 | 59.1% | $17.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $47.04万 | 0.05% | 1,205 | 29 | 2.5% | $1.13万 | 加仓 |
| LOW | LOWES COS INC | $46.74万 | 0.05% | 1,978 | 7 | 0.4% | $1,654 | 加仓 |
| AMGN | AMGEN INC | $45.28万 | 0.05% | 1,287 | 4 | 0.3% | $1,407 | 加仓 |
| IAU | ISHARES GOLD TR | $45.02万 | 0.05% | 5,107 | -88 | -1.7% | -$7,758 | 减仓 |
| DAL | DELTA AIR LINES INC | $44.52万 | 0.05% | 6,697 | 1 | 0.0% | $66 | 加仓 |
| VB | VANGUARD INDEX FDS | $43.09万 | 0.05% | 1,645 | -320 | -16.3% | -$8.38万 | 减仓 |
| FTNT | FORTINET INC | $42.77万 | 0.05% | 5,234 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $40.93万 | 0.05% | 1,353 | 152 | 12.7% | $4.60万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $40.80万 | 0.05% | 675 | 23 | 3.5% | $1.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $40.62万 | 0.05% | 1,997 | 232 | 13.1% | $4.72万 | 加仓 |
| CRWV | COREWEAVE INC | $40.28万 | 0.05% | 5,199 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $39.80万 | 0.05% | 399 | -86 | -17.7% | -$8.58万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $39.58万 | 0.05% | 4,212 | 249 | 6.3% | $2.34万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.89万 | 0.04% | 2,132 | 687 | 47.5% | $12.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $37.90万 | 0.04% | 759 | 35 | 4.8% | $1.75万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $37.67万 | 0.04% | 2,490 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $37.28万 | 0.04% | 8,110 | -33 | -0.4% | -$1,517 | 减仓 |
| VHT | VANGUARD WORLD FD | $37.17万 | 0.04% | 1,365 | -18 | -1.3% | -$4,902 | 减仓 |
| INTC | INTEL CORP | $36.89万 | 0.04% | 8,359 | 2,193 | 35.6% | $9.68万 | 加仓 |
| SNA | SNAP ON INC | $36.32万 | 0.04% | 1,000 | -200 | -16.7% | -$7.26万 | 减仓 |
| EFA | ISHARES TR | $34.94万 | 0.04% | 3,597 | 500 | 16.1% | $4.86万 | 加仓 |
| DE | DEERE & CO | $33.98万 | 0.04% | 603 | -41 | -6.4% | -$2.31万 | 减仓 |
| T | AT&T INC | $33.96万 | 0.04% | 11,715 | 676 | 6.1% | $1.96万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.49万 | 0.04% | 723 | 50 | 7.4% | $2.32万 | 加仓 |
| KKR | KKR & CO INC | $33.28万 | 0.04% | 3,598 | 1 | 0.0% | $93 | 加仓 |
| PSX | PHILLIPS 66 | $33.23万 | 0.04% | 1,824 | -132 | -6.7% | -$2.40万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $33.21万 | 0.04% | 7,163 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.11万 | 0.04% | 1,705 | 49 | 3.0% | $9,515 | 加仓 |
| DHR | DANAHER CORP DEL | $32.88万 | 0.04% | 1,734 | 74 | 4.5% | $1.40万 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.12万 | 0.04% | 1,300 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $31.43万 | 0.04% | 6,939 | 311 | 4.7% | $1.41万 | 加仓 |
| ETN | EATON CORP PLC | $30.80万 | 0.04% | 861 | 80 | 10.2% | $2.86万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $29.83万 | 0.03% | 1,700 | 1,700 | — | $29.83万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.79万 | 0.03% | 606 | 69 | 12.8% | $3.39万 | 加仓 |
| GLW | CORNING INC | $29.48万 | 0.03% | 2,168 | 402 | 22.8% | $5.47万 | 加仓 |
| ASML | ASML HLDG NV | $29.19万 | 0.03% | 221 | -3 | -1.3% | -$3,962 | 减仓 |
| RMBS | RAMBUS INC DEL | $28.69万 | 0.03% | 3,335 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $28.65万 | 0.03% | 1,660 | 78 | 4.9% | $1.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $28.63万 | 0.03% | 1,318 | -503 | -27.6% | -$10.93万 | 减仓 |
| DGRW | WISDOMTREE TR | $28.46万 | 0.03% | 3,240 | 9 | 0.3% | $791 | 加仓 |
| CW | CURTISS WRIGHT CORP | $27.93万 | 0.03% | 410 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $27.42万 | 0.03% | 6,443 | -1,360 | -17.4% | -$5.79万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $27.05万 | 0.03% | 788 | 38 | 5.1% | $1.30万 | 加仓 |
| VGT | VANGUARD WORLD FD | $26.79万 | 0.03% | 384 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $26.76万 | 0.03% | 1,475 | -63 | -4.1% | -$1.14万 | 减仓 |
| — | HONEYWELL INTL INC | $25.04万 | 0.03% | 1,108 | 55 | 5.2% | $1.24万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $24.77万 | 0.03% | 6,066 | 593 | 10.8% | $2.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.70万 | 0.03% | 292 | 56 | 23.7% | $4.74万 | 加仓 |
| QCOM | QUALCOMM INC | $24.65万 | 0.03% | 1,914 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $24.39万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.07万 | 0.03% | 1,227 | -984 | -44.5% | -$19.31万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $23.74万 | 0.03% | 5,080 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $23.71万 | 0.03% | 2,410 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $23.64万 | 0.03% | 4,710 | -585 | -11.0% | -$2.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $23.51万 | 0.03% | 1,794 | 154 | 9.4% | $2.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.00万 | 0.03% | 801 | 5 | 0.6% | $1,436 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.97万 | 0.03% | 3,058 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $22.83万 | 0.03% | 1,095 | -14 | -1.3% | -$2,918 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.67万 | 0.03% | 4,194 | 110 | 2.7% | $5,946 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $22.17万 | 0.03% | 8,855 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.13万 | 0.03% | 1,449 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $22.04万 | 0.03% | 4,715 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $21.58万 | 0.02% | 1,104 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.50万 | 0.02% | 887 | -360 | -28.9% | -$8.73万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.05万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $20.74万 | 0.02% | 4,520 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $20.42万 | 0.02% | 1,970 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $20.30万 | 0.02% | 653 | 108 | 19.8% | $3.36万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.14万 | 0.02% | 5,242 | -13,188 | -71.6% | -$50.67万 | 减仓 |
| DGRO | ISHARES TR | $19.86万 | 0.02% | 2,830 | -820 | -22.5% | -$5.75万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $19.86万 | 0.02% | 5,082 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $19.66万 | 0.02% | 1,660 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $19.43万 | 0.02% | 1,603 | 158 | 10.9% | $1.92万 | 加仓 |
| VDE | VANGUARD WORLD FD | $19.38万 | 0.02% | 1,120 | -453 | -28.8% | -$7.84万 | 减仓 |
| ITOT | ISHARES TR | $19.17万 | 0.02% | 1,346 | 0 | 0.0% | — | 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 |
| XLF | SELECT SECTOR SPDR TR | $18.96万 | 0.02% | 3,840 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $18.94万 | 0.02% | 1,204 | 1 | 0.1% | $157 | 加仓 |