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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $22.35万 | 0.02% | 3,744 | -450 | -10.7% | -$2.69万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $22.29万 | 0.02% | 1,204 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $22.28万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $22.20万 | 0.02% | 8,855 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $21.45万 | 0.02% | 2,830 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $21.44万 | 0.02% | 497 | 382 | 332.2% | $16.48万 | 加仓 |
| IEFA | ISHARES TR | $21.23万 | 0.02% | 2,198 | 1,485 | 208.3% | $14.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.91万 | 0.02% | 4,938 | 228 | 4.8% | $9,654 | 加仓 |
| MLRG | ISHARES TR | $20.73万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $20.65万 | 0.02% | 1,581 | -22 | -1.4% | -$2,874 | 减仓 |
| OEF | ISHARES TR | $20.38万 | 0.02% | 557 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $20.04万 | 0.02% | 6,341 | -598 | -8.6% | -$1.89万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $19.89万 | 0.02% | 3,139 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $19.88万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $19.77万 | 0.02% | 2,071 | 101 | 5.1% | $9,639 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $19.57万 | 0.02% | 3,651 | -189 | -4.9% | -$1.01万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $19.12万 | 0.02% | 3,781 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $19.09万 | 0.02% | 1,774 | 1,306 | 279.1% | $14.06万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $19.03万 | 0.02% | 5,715 | 473 | 9.0% | $1.57万 | 加仓 |
| MCD | MCDONALDS CORP | $18.87万 | 0.02% | 698 | 45 | 6.9% | $1.22万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $18.33万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $18.24万 | 0.02% | 2,076 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $17.93万 | 0.02% | 2,074 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $17.76万 | 0.02% | 591 | -31 | -5.0% | -$9,315 | 减仓 |
| KLAC | KLA CORP | $17.50万 | 0.02% | 580 | -10 | -1.7% | -$3,017 | 减仓 |
| WELL | WELLTOWER INC | $17.25万 | 0.02% | 760 | 38 | 5.3% | $8,625 | 加仓 |
| GRMN | GARMIN LTD | $17.23万 | 0.02% | 725 | 27 | 3.9% | $6,416 | 加仓 |
| D | DOMINION ENERGY INC | $17.09万 | 0.02% | 2,503 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $16.97万 | 0.02% | 1,120 | 33 | 3.0% | $5,000 | 加仓 |
| IJR | ISHARES TR | $16.86万 | 0.02% | 1,137 | 1 | 0.1% | $148 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $16.83万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $16.67万 | 0.02% | 6,270 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $16.16万 | 0.02% | 1,611 | 1,500 | 1,351.4% | $15.04万 | 加仓 |
| FDX | FEDEX CORP | $15.90万 | 0.02% | 508 | -6 | -1.2% | -$1,878 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $15.65万 | 0.02% | 2,041 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $15.59万 | 0.02% | 1,234 | -10 | -0.8% | -$1,263 | 减仓 |
| AGG | ISHARES TR | $15.58万 | 0.02% | 1,574 | -21 | -1.3% | -$2,078 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $15.53万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $15.15万 | 0.02% | 2,065 | -25 | -1.2% | -$1,834 | 减仓 |
| MDT | MEDTRONIC PLC | $15.13万 | 0.02% | 1,934 | -71 | -3.5% | -$5,554 | 减仓 |
| PPH | VANECK ETF TRUST | $14.76万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $14.72万 | 0.01% | 1,152 | 481 | 71.7% | $6.15万 | 加仓 |
| PFE | PFIZER INC | $14.69万 | 0.01% | 6,101 | 90 | 1.5% | $2,167 | 加仓 |
| DHI | D R HORTON INC | $14.66万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $14.62万 | 0.01% | 945 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $14.51万 | 0.01% | 1,230 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $14.26万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| ASST | STRIVE INC | $14.18万 | 0.01% | 13,000 | 13,000 | — | $14.18万 | 新建仓 |
| IXUS | ISHARES TR | $14.17万 | 0.01% | 1,485 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $14.12万 | 0.01% | 525 | 89 | 20.4% | $2.39万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $14.05万 | 0.01% | 2,709 | -76 | -2.7% | -$3,943 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $13.96万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $13.93万 | 0.01% | 1,635 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $13.93万 | 0.01% | 1,924 | 1 | 0.1% | $72 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $13.93万 | 0.01% | 1,378 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $13.31万 | 0.01% | 549 | -9 | -1.6% | -$2,182 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $13.21万 | 0.01% | 2,139 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $12.99万 | 0.01% | 1,323 | 17 | 1.3% | $1,669 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $12.83万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $12.70万 | 0.01% | 2,376 | 261 | 12.3% | $1.40万 | 加仓 |
| NET | CLOUDFLARE INC | $12.66万 | 0.01% | 516 | 500 | 3,125.0% | $12.26万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $12.64万 | 0.01% | 3,464 | -99 | -2.8% | -$3,613 | 减仓 |
| GM | GENERAL MTRS CO | $12.55万 | 0.01% | 1,628 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $12.49万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $12.28万 | 0.01% | 555 | 155 | 38.8% | $3.43万 | 加仓 |
| IREN | IREN LIMITED | $12.19万 | 0.01% | 2,665 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $12.08万 | 0.01% | 2,329 | 20 | 0.9% | $1,037 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $11.99万 | 0.01% | 3,662 | 1,000 | 37.6% | $3.28万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $11.97万 | 0.01% | 819 | 113 | 16.0% | $1.65万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $11.87万 | 0.01% | 1,073 | -41 | -3.7% | -$4,536 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $11.73万 | 0.01% | 773 | -140 | -15.3% | -$2.12万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $11.72万 | 0.01% | 3,460 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $11.70万 | 0.01% | 1,145 | 118 | 11.5% | $1.21万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $11.58万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $11.36万 | 0.01% | 995 | -25 | -2.5% | -$2,855 | 减仓 |
| HDV | ISHARES TR | $11.24万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $11.22万 | 0.01% | 772 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $11.10万 | 0.01% | 666 | -74 | -10.0% | -$1.23万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $11.09万 | 0.01% | 767 | 97 | 14.5% | $1.40万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $10.95万 | 0.01% | 1,194 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.57万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $10.50万 | 0.01% | 2,065 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $10.50万 | 0.01% | 558 | -80 | -12.5% | -$1.50万 | 减仓 |
| SPGI | S&P GLOBAL INC | $10.16万 | 0.01% | 250 | -18 | -6.7% | -$7,317 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $10.13万 | 0.01% | 5,715 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $10.12万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $9.94万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| ECH | ISHARES INC | $9.93万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $9.79万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $9.78万 | 0.01% | 1,030 | -319 | -23.6% | -$3.03万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.71万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $9.61万 | 0.01% | 419 | -77 | -15.5% | -$1.77万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $9.60万 | 0.01% | 605 | -340 | -36.0% | -$5.39万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $9.55万 | 0.01% | 388 | 49 | 14.5% | $1.21万 | 加仓 |
| IVW | ISHARES TR | $9.48万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $9.46万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $9.34万 | 0.01% | 237 | 87 | 58.0% | $3.43万 | 加仓 |
| RWR | SPDR SERIES TRUST | $9.32万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $9.28万 | 0.01% | 8,599 | -25 | -0.3% | -$270 | 减仓 |
| BLK | BLACKROCK INC | $9.27万 | 0.01% | 96 | 16 | 20.0% | $1.54万 | 加仓 |