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 |
|---|---|---|---|---|---|---|---|---|
| ALB | ALBEMARLE CORP | $8.24万 | 0.01% | 459 | 9 | 2.0% | $1,616 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $8.24万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8.17万 | 0.01% | 196 | 40 | 25.6% | $1.67万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $8.03万 | 0.01% | 855 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $7.95万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $7.92万 | 0.01% | 633 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $7.90万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $7.86万 | 0.01% | 940 | 155 | 19.7% | $1.30万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $7.80万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $7.79万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7.72万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $7.67万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.62万 | 0.01% | 1,444 | -1,700 | -54.1% | -$8.97万 | 减仓 |
| IEMG | ISHARES INC | $7.61万 | 0.01% | 1,091 | 729 | 201.4% | $5.08万 | 加仓 |
| IWN | ISHARES TR | $7.58万 | 0.01% | 400 | 400 | — | $7.58万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $7.57万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $7.55万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $7.48万 | 0.01% | 2,136 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $7.46万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $7.42万 | 0.01% | 1,536 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $7.38万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.36万 | 0.01% | 671 | 598 | 819.2% | $6.56万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $7.27万 | 0.01% | 2,748 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $7.24万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7.10万 | 0.01% | 998 | -30 | -2.9% | -$2,135 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $7.05万 | 0.01% | 339 | 92 | 37.2% | $1.91万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $7.03万 | 0.01% | 1,540 | 1,540 | — | $7.03万 | 新建仓 |
| EQT | EQT CORP | $7.02万 | 0.01% | 1,104 | -150 | -12.0% | -$9,544 | 减仓 |
| AEE | AMEREN CORP | $7.02万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $7.00万 | 0.01% | 1,882 | -311 | -14.2% | -$1.16万 | 减仓 |
| CVS | CVS HEALTH CORP | $6.84万 | 0.01% | 952 | 1 | 0.1% | $72 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6.67万 | 0.01% | 1,100 | -110 | -9.1% | -$6,672 | 减仓 |
| MHK | MOHAWK INDS INC | $6.65万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $6.52万 | 0.01% | 594 | -100 | -14.4% | -$1.10万 | 减仓 |
| IEFA | ISHARES TR | $6.45万 | 0.01% | 713 | -66 | -8.5% | -$5,975 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $6.32万 | 0.01% | 1,096 | 418 | 61.7% | $2.41万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $6.18万 | 0.01% | 1,963 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $6.18万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $6.18万 | 0.01% | 550 | -90 | -14.1% | -$1.01万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $6.17万 | 0.01% | 781 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $5.99万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $5.97万 | 0.01% | 225 | -25 | -10.0% | -$6,637 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5.97万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5.96万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $5.95万 | 0.01% | 183 | 16 | 9.6% | $5,201 | 加仓 |
| F | FORD MTR CO | $5.93万 | 0.01% | 5,137 | 655 | 14.6% | $7,559 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $5.89万 | 0.01% | 868 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5.87万 | 0.01% | 296 | 116 | 64.4% | $2.30万 | 加仓 |
| BOND | PIMCO ETF TR | $5.83万 | 0.01% | 632 | 107 | 20.4% | $9,874 | 加仓 |
| DLTR | DOLLAR TREE INC | $5.83万 | 0.01% | 532 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $5.82万 | 0.01% | 630 | 45 | 7.7% | $4,154 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $5.79万 | 0.01% | 2,125 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $5.78万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $5.62万 | 0.01% | 485 | 281 | 137.7% | $3.26万 | 加仓 |
| OLN | OLIN CORP | $5.55万 | 0.01% | 1,866 | -300 | -13.9% | -$8,919 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.53万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $5.50万 | 0.01% | 849 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $5.50万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $5.49万 | 0.01% | 890 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $5.47万 | 0.01% | 1,280 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.45万 | 0.01% | 233 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $5.31万 | 0.01% | 1,080 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $5.27万 | 0.01% | 2,140 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $5.24万 | 0.01% | 3,801 | 77 | 2.1% | $1,062 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5.17万 | 0.01% | 170 | 88 | 107.3% | $2.68万 | 加仓 |
| IWY | ISHARES TR | $5.15万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $5.13万 | 0.01% | 1,014 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $5.12万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $5.08万 | 0.01% | 1,690 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $4.98万 | 0.01% | 1,086 | 10 | 0.9% | $459 | 加仓 |
| MUB | ISHARES TR | $4.97万 | 0.01% | 468 | 468 | — | $4.97万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4.94万 | 0.01% | 1,019 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $4.91万 | 0.01% | 72 | 26 | 56.5% | $1.77万 | 加仓 |
| ITA | ISHARES TR | $4.91万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.90万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $4.82万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4.75万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $4.71万 | 0.01% | 150 | -115 | -43.4% | -$3.61万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.70万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $4.70万 | 0.01% | 925 | 925 | — | $4.70万 | 新建仓 |
| LTC | LTC PPTYS INC | $4.64万 | 0.01% | 1,248 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $4.57万 | 0.01% | 785 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $4.57万 | 0.01% | 986 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $4.43万 | 0.01% | 1,203 | 129 | 12.0% | $4,752 | 加仓 |
| MET | METLIFE INC | $4.41万 | 0.01% | 623 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.36万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $4.35万 | 0.01% | 274 | 40 | 17.1% | $6,355 | 加仓 |
| VLTO | VERALTO CORP | $4.35万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4.29万 | 0.00% | 637 | -13 | -2.0% | -$875 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $4.27万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $4.15万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $4.12万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4.10万 | 0.00% | 907 | 262 | 40.6% | $1.19万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $4.09万 | 0.00% | 4,727 | 99 | 2.1% | $857 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $4.08万 | 0.00% | 368 | -528 | -58.9% | -$5.85万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $4.07万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC | $4.03万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4.01万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $4.00万 | 0.00% | 549 | 449 | 449.0% | $3.27万 | 加仓 |