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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $3.98万 | 0.00% | 983 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $3.90万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3.90万 | 0.00% | 164 | 11 | 7.2% | $2,614 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3.85万 | 0.00% | 465 | 195 | 72.2% | $1.62万 | 加仓 |
| IJT | ISHARES TR | $3.81万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $3.78万 | 0.00% | 582 | 275 | 89.6% | $1.79万 | 加仓 |
| MTB | M & T BK CORP | $3.72万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.72万 | 0.00% | 75 | 54 | 257.1% | $2.68万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $3.66万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $3.65万 | 0.00% | 1,653 | 0 | 0.0% | — | 不变 |
| HYZD | WISDOMTREE TR | $3.64万 | 0.00% | 1,656 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $3.63万 | 0.00% | 2,119 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.62万 | 0.00% | 178 | 53 | 42.4% | $1.08万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $3.57万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3.55万 | 0.00% | 181 | 56 | 44.8% | $1.10万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $3.49万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $3.46万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.41万 | 0.00% | 245 | -67 | -21.5% | -$9,338 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.41万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $3.41万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $3.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.39万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $3.39万 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.38万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3.35万 | 0.00% | 334 | -11 | -3.2% | -$1,102 | 减仓 |
| PLD | PROLOGIS INC. | $3.30万 | 0.00% | 250 | 154 | 160.4% | $2.04万 | 加仓 |
| AFL | AFLAC INC | $3.29万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3.28万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.26万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3.25万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.24万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $3.24万 | 0.00% | 913 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $3.22万 | 0.00% | 274 | 168 | 158.5% | $1.98万 | 加仓 |
| COWZ | PACER FDS TR | $3.20万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $3.19万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.17万 | 0.00% | 73 | 50 | 217.4% | $2.17万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $3.13万 | 0.00% | 490 | 490 | — | $3.13万 | 新建仓 |
| MCK | MCKESSON CORP | $3.12万 | 0.00% | 36 | 8 | 28.6% | $6,923 | 加仓 |
| TECK | TECK RESOURCES LTD | $3.10万 | 0.00% | 600 | -100 | -14.3% | -$5,175 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3.06万 | 0.00% | 1,167 | 319 | 37.6% | $8,377 | 加仓 |
| NVT | NVENT ELEC PLC | $3.05万 | 0.00% | 258 | 58 | 29.0% | $6,860 | 加仓 |
| IWR | ISHARES TR | $3.03万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.03万 | 0.00% | 70 | 30 | 75.0% | $1.30万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3.02万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $3.01万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $2.96万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $2.95万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2.94万 | 0.00% | 355 | 355 | — | $2.94万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $2.89万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $2.88万 | 0.00% | 1,926 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $2.87万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.85万 | 0.00% | 144 | 126 | 700.0% | $2.50万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2.85万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $2.85万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $2.81万 | 0.00% | 303 | 213 | 236.7% | $1.97万 | 加仓 |
| MMM | 3M CO | $2.74万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $2.73万 | 0.00% | 216 | 216 | — | $2.73万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $2.73万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.72万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.68万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $2.68万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $2.66万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $2.64万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.64万 | 0.00% | 879 | -345 | -28.2% | -$1.03万 | 减仓 |
| SAP | SAP SE | $2.60万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $2.60万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.60万 | 0.00% | 425 | 2 | 0.5% | $122 | 加仓 |
| HYLB | DBX ETF TR | $2.60万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $2.57万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| SSTK | SHUTTERSTOCK INC | $2.53万 | 0.00% | 1,522 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $2.51万 | 0.00% | 86 | 51 | 145.7% | $1.49万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2.49万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.47万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $2.47万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | TEMA ETF TRUST | $2.44万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $2.41万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2.39万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $2.37万 | 0.00% | 244 | 23 | 10.4% | $2,231 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $2.37万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $2.37万 | 0.00% | 170 | -130 | -43.3% | -$1.81万 | 减仓 |
| ARKK | ARK ETF TR | $2.37万 | 0.00% | 350 | 150 | 75.0% | $1.01万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.35万 | 0.00% | 331 | -250 | -43.0% | -$1.77万 | 减仓 |
| SYK | STRYKER CORPORATION | $2.30万 | 0.00% | 70 | -185 | -72.5% | -$6.08万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $2.30万 | 0.00% | 316 | 228 | 259.1% | $1.66万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.30万 | 0.00% | 285 | 285 | — | $2.30万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $2.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $2.26万 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $2.25万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $2.25万 | 0.00% | 2,759 | 40 | 1.5% | $326 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $2.25万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2.24万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.24万 | 0.00% | 614 | 21 | 3.5% | $767 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.24万 | 0.00% | 105 | 11 | 11.7% | $2,350 | 加仓 |
| NTRS | NORTHERN TR CORP | $2.23万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $2.22万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $2.19万 | 0.00% | 200 | -190 | -48.7% | -$2.08万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $2.18万 | 0.00% | 741 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2.17万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $2.15万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $2.14万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |