HHM Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001750086
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $71.57万 | 0.07% | 4,529 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $71.52万 | 0.07% | 3,006 | -235 | -7.3% | -$5.59万 | 减仓 |
| IOO | ISHARES TR | $69.75万 | 0.07% | 5,106 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $69.42万 | 0.07% | 5,402 | -24 | -0.4% | -$3,084 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $68.83万 | 0.07% | 3,613 | 55 | 1.5% | $1.05万 | 加仓 |
| RTX | RTX CORPORATION | $67.83万 | 0.07% | 3,575 | 131 | 3.8% | $2.49万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $65.48万 | 0.07% | 5,173 | -30 | -0.6% | -$3,797 | 减仓 |
| ORCL | ORACLE CORP | $64.00万 | 0.06% | 4,367 | 152 | 3.6% | $2.23万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $61.98万 | 0.06% | 6,144 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $61.29万 | 0.06% | 3,587 | 3,587 | — | $61.29万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $60.93万 | 0.06% | 4,385 | -480 | -9.9% | -$6.67万 | 减仓 |
| UNP | UNION PAC CORP | $60.56万 | 0.06% | 2,226 | 73 | 3.4% | $1.99万 | 加仓 |
| DAL | DELTA AIR LINES INC | $60.04万 | 0.06% | 6,411 | -286 | -4.3% | -$2.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $59.09万 | 0.06% | 3,565 | 145 | 4.2% | $2.40万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.88万 | 0.06% | 5,047 | 733 | 17.0% | $8.55万 | 加仓 |
| OKE | ONEOK INC NEW | $57.77万 | 0.06% | 6,645 | -122 | -1.8% | -$1.06万 | 减仓 |
| GLD | SPDR GOLD TR | $57.17万 | 0.06% | 1,552 | 12 | 0.8% | $4,421 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $56.71万 | 0.06% | 7,959 | -496 | -5.9% | -$3.53万 | 减仓 |
| O | REALTY INCOME CORP | $55.60万 | 0.06% | 8,973 | -163 | -1.8% | -$1.01万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $54.85万 | 0.06% | 7,585 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $54.63万 | 0.05% | 2,137 | -36 | -1.7% | -$9,204 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $54.46万 | 0.05% | 21,239 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $53.83万 | 0.05% | 3,277 | 1,931 | 143.5% | $31.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $53.20万 | 0.05% | 1,785 | 80 | 4.7% | $2.38万 | 加仓 |
| WFC | WELLS FARGO & CO | $52.94万 | 0.05% | 6,406 | 1 | 0.0% | $83 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.84万 | 0.05% | 5,823 | -77 | -1.3% | -$6,988 | 减仓 |
| DIS | DISNEY WALT CO | $52.14万 | 0.05% | 5,417 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $51.75万 | 0.05% | 5,199 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $50.79万 | 0.05% | 1,988 | -180 | -8.3% | -$4.60万 | 减仓 |
| BX | BLACKSTONE INC | $49.50万 | 0.05% | 4,207 | -35 | -0.8% | -$4,118 | 减仓 |
| VB | VANGUARD INDEX FDS | $49.11万 | 0.05% | 1,620 | -25 | -1.5% | -$7,578 | 减仓 |
| AMGN | AMGEN INC | $48.96万 | 0.05% | 1,352 | 65 | 5.1% | $2.35万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $48.20万 | 0.05% | 7,071 | -95 | -1.3% | -$6,475 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $47.61万 | 0.05% | 12,951 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $46.95万 | 0.05% | 236 | 15 | 6.8% | $2.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $46.31万 | 0.05% | 1,369 | 16 | 1.2% | $5,412 | 加仓 |
| QCOM | QUALCOMM INC | $46.18万 | 0.05% | 2,499 | 585 | 30.6% | $10.81万 | 加仓 |
| RGLD | ROYAL GOLD INC | $45.93万 | 0.05% | 2,301 | 20 | 0.9% | $3,992 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $44.31万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $44.27万 | 0.04% | 3,335 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $44.01万 | 0.04% | 1,996 | 18 | 0.9% | $3,969 | 加仓 |
| DE | DEERE & CO | $43.72万 | 0.04% | 689 | 86 | 14.3% | $5.46万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $42.77万 | 0.04% | 2,132 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.14万 | 0.04% | 3,038 | -5 | -0.2% | -$677 | 减仓 |
| VHT | VANGUARD WORLD FD | $40.81万 | 0.04% | 1,365 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $40.80万 | 0.04% | 1,014 | 14 | 1.4% | $5,634 | 加仓 |
| TFC | TRUIST FINL CORP | $40.25万 | 0.04% | 8,078 | -32 | -0.4% | -$1,594 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.61万 | 0.04% | 423 | 24 | 6.0% | $2.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $39.49万 | 0.04% | 769 | 10 | 1.3% | $5,135 | 加仓 |
| IAU | ISHARES GOLD TR | $38.10万 | 0.04% | 5,046 | -61 | -1.2% | -$4,606 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $37.94万 | 0.04% | 4,112 | -100 | -2.4% | -$9,227 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.77万 | 0.04% | 723 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $37.20万 | 0.04% | 1,475 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $35.06万 | 0.04% | 4,232 | 3,141 | 287.9% | $26.02万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $34.78万 | 0.03% | 7,163 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $34.69万 | 0.03% | 814 | -47 | -5.5% | -$2.00万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $34.60万 | 0.03% | 14,208 | 14,208 | — | $34.60万 | 新建仓 |
| SMBK | SMARTFINANCIAL INC | $34.40万 | 0.03% | 7,332 | 2,250 | 44.3% | $10.56万 | 加仓 |
| VLO | VALERO ENERGY CORP | $33.99万 | 0.03% | 1,305 | 5 | 0.4% | $1,302 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.10万 | 0.03% | 693 | 417 | 151.1% | $19.91万 | 加仓 |
| KKR | KKR & CO INC | $33.03万 | 0.03% | 3,599 | 1 | 0.0% | $92 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $32.44万 | 0.03% | 5,080 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $32.43万 | 0.03% | 4,025 | 821 | 25.6% | $6.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.36万 | 0.03% | 320 | 28 | 9.6% | $2.83万 | 加仓 |
| EFA | ISHARES TR | $32.17万 | 0.03% | 3,097 | -500 | -13.9% | -$5.19万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $32.03万 | 0.03% | 1,318 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $31.62万 | 0.03% | 1,660 | -74 | -4.3% | -$1.41万 | 减仓 |
| PSX | PHILLIPS 66 | $31.58万 | 0.03% | 1,868 | 44 | 2.4% | $7,438 | 加仓 |
| CW | CURTISS WRIGHT CORP | $31.07万 | 0.03% | 410 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $30.83万 | 0.03% | 904 | 158 | 21.2% | $5.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.38万 | 0.03% | 606 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $29.65万 | 0.03% | 3,101 | -139 | -4.3% | -$1.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.48万 | 0.03% | 559 | -116 | -17.2% | -$5.91万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.36万 | 0.03% | 952 | 750 | 371.3% | $22.34万 | 加仓 |
| EMR | EMERSON ELEC CO | $28.33万 | 0.03% | 1,979 | 185 | 10.3% | $2.65万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.23万 | 0.03% | 797 | 9 | 1.1% | $3,188 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $27.97万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $27.79万 | 0.03% | 1,636 | 246 | 17.7% | $4.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.96万 | 0.03% | 1,237 | 10 | 0.8% | $2,179 | 加仓 |
| AMT | AMERICAN TOWER CORP | $26.84万 | 0.03% | 1,641 | -19 | -1.1% | -$3,108 | 减仓 |
| VGT | VANGUARD WORLD FD | $26.83万 | 0.03% | 2,245 | -827 | -26.9% | -$9.88万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $26.71万 | 0.03% | 6,066 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $26.69万 | 0.03% | 6,443 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.10万 | 0.03% | 928 | 41 | 4.6% | $1.15万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $25.91万 | 0.03% | 2,410 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.61万 | 0.03% | 3,058 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $24.51万 | 0.02% | 1,173 | 103 | 9.6% | $2.15万 | 加仓 |
| T | AT&T INC | $24.03万 | 0.02% | 11,607 | -108 | -0.9% | -$2,236 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.95万 | 0.02% | 1,688 | 1,055 | 166.7% | $14.97万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $23.92万 | 0.02% | 1,104 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $23.89万 | 0.02% | 1,065 | -30 | -2.7% | -$6,728 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $23.54万 | 0.02% | 4,520 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $23.50万 | 0.02% | 1,213 | 4 | 0.3% | $775 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $23.13万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $22.71万 | 0.02% | 1,449 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $22.69万 | 0.02% | 1,660 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $22.69万 | 0.02% | 4,715 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $22.67万 | 0.02% | 1,905 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $22.56万 | 0.02% | 2,534 | 1,594 | 169.6% | $14.19万 | 加仓 |
| CBZ | CBIZ INC | $22.46万 | 0.02% | 7,000 | 3,000 | 75.0% | $9.62万 | 加仓 |