13F 机构持仓

HHM Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001750086

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.9%
SCHB 15.3%
SCHG 12.7%
SPMD 5.8%
SPTS 3.8%
SCHF 3.1%
VNQ 3.1%
AVUV 2.8%
FNDF 2.0%
AAPL 2.0%

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
PRU PRUDENTIAL FINL INC $9.24万0.01%856 475.8% $5,073 加仓
IBDR ISHARES TR $9.15万0.01%3,775 00.0% — 不变
IBDT ISHARES TR $9.09万0.01%3,600 00.0% — 不变
IBDS ISHARES TR $9.08万0.01%3,750 00.0% — 不变
ET ENERGY TRANSFER L P $9.08万0.01%4,748 130.3% $249 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $9.00万0.01%797 00.0% — 不变
ENB ENBRIDGE INC $8.98万0.01%1,657 -100-5.7% -$5,421 减仓
PAAS PAN AMERN SILVER CORP $8.96万0.01%2,000 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $8.95万0.01%225 2110.3% $8,351 加仓
TT TRANE TECHNOLOGIES PLC $8.94万0.01%182 -14-7.1% -$6,876 减仓
IBDU ISHARES TR $8.87万0.01%3,830 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $8.87万0.01%834 630308.8% $6.70万 加仓
SPSM SPDR SERIES TRUST $8.86万0.01%1,536 00.0% — 不变
TEL TE CONNECTIVITY PLC $8.73万0.01%433 00.0% — 不变
JBL JABIL INC $8.67万0.01%225 00.0% — 不变
VXF VANGUARD INDEX FDS $8.67万0.01%352 00.0% — 不变
MAR MARRIOTT INTL INC NEW $8.63万0.01%233 -60-20.5% -$2.22万 减仓
DDOG DATADOG INC $8.54万0.01%328 328— $8.54万 新建仓
OKTA OKTA INC $8.53万0.01%625 -625-50.0% -$8.53万 减仓
NXPI NXP SEMICONDUCTORS N V $8.52万0.01%303 00.0% — 不变
— DIMENSIONAL ETF TRUST $8.29万0.01%2,136 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $8.23万0.01%986 00.0% — 不变
MHK MOHAWK INDS INC $8.19万0.01%675 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP $8.10万0.01%1,200 00.0% — 不变
NKE NIKE INC $7.96万0.01%1,940 170.9% $698 加仓
SPDW SPDR INDEX SHS FDS $7.76万0.01%1,540 00.0% — 不变
VDE VANGUARD WORLD FD $7.58万0.01%505 -615-54.9% -$9.23万 减仓
DLR DIGITAL RLTY TR INC $7.54万0.01%420 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $7.50万0.01%285 00.0% — 不变
SUB ISHARES TR $7.45万0.01%700 00.0% — 不变
JMOM J P MORGAN EXCHANGE TRADED F $7.42万0.01%868 00.0% — 不变
BF/B BROWN FORMAN CORP $7.32万0.01%2,748 00.0% — 不变
FXH FIRST TR EXCHANGE-TRADED FD $7.27万0.01%594 00.0% — 不变
AEE AMEREN CORP $7.22万0.01%639 00.0% — 不变
CVS CVS HEALTH CORP $7.19万0.01%695 -257-27.0% -$2.66万 减仓
CB CHUBB LIMITED $7.14万0.01%210 2714.8% $9,181 加仓
JETS ETF SER SOLUTIONS $7.11万0.01%2,140 00.0% — 不变
SPTM SPDR SERIES TRUST $7.09万0.01%781 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $7.00万0.01%1,724 1,724— $7.00万 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE G $6.89万0.01%1,963 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $6.82万0.01%1,065 676.7% $4,289 加仓
BMY BRISTOL-MYERS SQUIBB CO $6.82万0.01%1,183 837.5% $4,782 加仓
BATRK ATLANTA BRAVES HLDGS INC $6.64万0.01%1,280 00.0% — 不变
NFG NATIONAL FUEL GAS CO $6.60万0.01%855 00.0% — 不变
BHP BHP BILLITON LIMITED $6.58万0.01%790 -440-35.8% -$3.67万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $6.57万0.01%1,444 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $6.56万0.01%680 395138.6% $3.81万 加仓
USAR USA RARE EARTH INC $6.56万0.01%3,040 1,634116.2% $3.53万 加仓
BJ BJS WHSL CLUB HLDGS INC $6.54万0.01%750 00.0% — 不变
GIS GENERAL MILLS INC $6.49万0.01%1,864 -18-1.0% -$626 减仓
URI UNITED RENTALS INC $6.46万0.01%57 00.0% — 不变
DLTR DOLLAR TREE INC $6.43万0.01%532 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $6.31万0.01%464 00.0% — 不变
ARKG ARK ETF TR $6.31万0.01%1,500 1,500— $6.31万 新建仓
CBSH COMMERCE BANCSHARES INC $6.24万0.01%1,080 00.0% — 不变
ALB ALBEMARLE CORP $6.20万0.01%459 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $6.19万0.01%234 10.4% $265 加仓
MET METLIFE INC $6.18万0.01%730 10717.2% $9,057 加仓
ORI OLD REP INTL CORP $6.14万0.01%1,500 00.0% — 不变
GSK GSK PLC $6.04万0.01%1,152 22524.3% $1.18万 加仓
WEC WEC ENERGY GROUP INC $6.02万0.01%516 316.4% $3,618 加仓
IWY ISHARES TR $6.02万0.01%207 00.0% — 不变
IYH ISHARES TR $5.96万0.01%890 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $5.95万0.01%238 00.0% — 不变
EQT EQT CORP $5.87万0.01%1,104 00.0% — 不变
BOND PIMCO ETF TR $5.83万0.01%632 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $5.82万0.01%176 63.5% $1,983 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $5.81万0.01%2,125 00.0% — 不变
IDXX IDEXX LABS INC $5.79万0.01%110 00.0% — 不变
XLI SELECT SECTOR SPDR TR $5.76万0.01%311 134.4% $2,408 加仓
TTD THE TRADE DESK INC $5.75万0.01%3,180 -500-13.6% -$9,040 减仓
XETYX EATON VANCE TAX-MANAGED DIVE $5.64万0.01%3,878 772.0% $1,120 加仓
GPK GRAPHIC PACKAGING HLDG CO $5.47万0.01%5,175 4,555734.7% $4.81万 加仓
ITA ISHARES TR $5.46万0.01%225 10.4% $243 加仓
PAVE GLOBAL X FDS $5.45万0.01%925 00.0% — 不变
MDLZ MONDELEZ INTL INC $5.44万0.01%940 -156-14.2% -$9,024 减仓
ORLY OREILLY AUTOMOTIVE INC $5.39万0.01%585 -45-7.1% -$4,144 减仓
VOOG VANGUARD ADMIRAL FDS INC $5.30万0.01%642 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $5.28万0.01%785 00.0% — 不变
IONQ IONQ INC $5.19万0.01%975 740314.9% $3.94万 加仓
EOG EOG RES INC $5.19万0.01%400 00.0% — 不变
MWA MUELLER WTR PRODS INC $5.17万0.01%2,000 00.0% — 不变
ICSH ISHARES TR $5.13万0.01%1,014 00.0% — 不变
IVE ISHARES TR $5.11万0.01%225 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $5.08万0.01%234 -40-14.6% -$8,689 减仓
SPSB SPDR SERIES TRUST $5.07万0.01%1,690 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $5.06万0.01%167 31.8% $909 加仓
GLDM WORLD GOLD TR $5.00万0.01%630 327107.9% $2.60万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $4.95万0.00%877 877— $4.95万 新建仓
XLU SELECT SECTOR SPDR TR $4.93万0.00%1,088 20.2% $91 加仓
CORZ CORE SCIENTIFIC INC NEW $4.93万0.00%1,926 00.0% — 不变
FFIN FIRST FINL BANKSHARES INC $4.85万0.00%1,401 66089.1% $2.28万 加仓
IYE ISHARES TR $4.80万0.00%849 00.0% — 不变
LTC LTC PPTYS INC $4.80万0.00%1,248 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $4.73万0.00%4,825 982.1% $961 加仓
LIN LINDE PLC $4.72万0.00%91 1621.3% $8,303 加仓
APH AMPHENOL CORP $4.71万0.00%267 5123.6% $8,992 加仓
IJT ISHARES TR $4.70万0.00%263 00.0% — 不变
GPN GLOBAL PMTS INC $4.62万0.00%637 00.0% — 不变
LRCX LAM RESEARCH CORP $4.55万0.00%105 00.0% — 不变