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
ADP AUTOMATIC DATA PROCESSING IN $4.55万0.00%203 2514.0% $5,599 加仓
FNY FIRST TR EXCHANGE-TRADED ALP $4.48万0.00%404 00.0% — 不变
IHE ISHARES TR $4.46万0.00%450 00.0% — 不变
F FORD MTR CO $4.40万0.00%3,167 -1,970-38.3% -$2.74万 减仓
VOOV VANGUARD ADMIRAL FDS INC $4.38万0.00%200 00.0% — 不变
NVT NVENT ELEC PLC $4.38万0.00%258 00.0% — 不变
VLTO VERALTO CORP $4.36万0.00%492 00.0% — 不变
IVZ INVESCO LTD $4.35万0.00%1,650 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $4.30万0.00%285 285— $4.30万 新建仓
MTB M & T BK CORP $4.28万0.00%180 00.0% — 不变
ONB OLD NATL BANCORP IND $4.28万0.00%1,653 00.0% — 不变
ARW ARROW ELECTRS INC $4.27万0.00%200 00.0% — 不变
BN BROOKFIELD CORP $4.19万0.00%983 00.0% — 不变
ASTS AST SPACEMOBILE INC $4.13万0.00%465 00.0% — 不变
C CITIGROUP INC $4.09万0.00%292 199214.0% $2.79万 加仓
VTWO VANGUARD SCOTTSDALE FDS $4.06万0.00%334 00.0% — 不变
BHRB BURKE HERBERT FINL SVCS CORP $4.02万0.00%560 00.0% — 不变
AFL AFLAC INC $4.00万0.00%341 4113.7% $4,807 加仓
MFC MANULIFE FINL CORP $3.99万0.00%984 00.0% — 不变
SKT TANGER INC $3.95万0.00%1,000 00.0% — 不变
XLC SELECT SECTOR SPDR TR $3.94万0.00%368 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $3.94万0.00%124 00.0% — 不变
FORM FORMFACTOR INC $3.90万0.00%244 00.0% — 不变
LAMR LAMAR ADVERTISING CO $3.90万0.00%250 10066.7% $1.56万 加仓
TRV TRAVELERS COMPANIES INC $3.80万0.00%115 2933.7% $9,574 加仓
NEM NEWMONT CORP $3.79万0.00%406 256.6% $2,335 加仓
PHM PULTE GROUP INC $3.76万0.00%274 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $3.76万0.00%881 00.0% — 不变
PLD PROLOGIS INC. $3.75万0.00%277 2710.8% $3,658 加仓
DRI DARDEN RESTAURANTS INC $3.73万0.00%181 00.0% — 不变
HYZD WISDOMTREE TR $3.73万0.00%1,656 00.0% — 不变
OLN OLIN CORP $3.70万0.00%1,866 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $3.66万0.00%140 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $3.63万0.00%125 3133.0% $9,008 加仓
DKNG DRAFTKINGS INC NEW $3.54万0.00%1,400 -75-5.1% -$1,894 减仓
SU SUNCOR ENERGY INC NEW $3.47万0.00%647 12423.7% $6,656 加仓
SHW SHERWIN WILLIAMS CO $3.45万0.00%100 1011.1% $3,454 加仓
IWR ISHARES TR $3.44万0.00%312 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $3.42万0.00%210 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $3.41万0.00%249 00.0% — 不变
CTAS CINTAS CORP $3.40万0.00%200 00.0% — 不变
CI THE CIGNA GROUP $3.39万0.00%123 00.0% — 不变
QTUM ETF SER SOLUTIONS $3.39万0.00%205 -37-15.3% -$6,119 减仓
GILD GILEAD SCIENCES INC $3.36万0.00%266 218.6% $2,653 加仓
WMB WILLIAMS COS INC $3.34万0.00%449 -100-18.2% -$7,434 减仓
CNQ CANADIAN NAT RES LTD MED TER $3.34万0.00%845 22536.3% $8,888 加仓
IBB ISHARES TR $3.33万0.00%175 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $3.33万0.00%444 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3.32万0.00%267 -29-9.8% -$3,609 减仓
HELO J P MORGAN EXCHANGE TRADED F $3.31万0.00%490 00.0% — 不变
FCX FREEPORT MCMORAN INC $3.30万0.00%524 22273.5% $1.40万 加仓
PGR PROGRESSIVE CORP $3.28万0.00%150 64.2% $1,311 加仓
DTM DT MIDSTREAM INC $3.23万0.00%220 00.0% — 不变
CAH CARDINAL HEALTH INC $3.21万0.00%135 00.0% — 不变
— TEMA ETF TRUST $3.08万0.00%490 00.0% — 不变
MMM 3M CO $3.06万0.00%189 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $3.06万0.00%1,167 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $3.03万0.00%73 00.0% — 不变
NOW SERVICENOW INC $3.02万0.00%304 224280.0% $2.22万 加仓
KMB KIMBERLY-CLARK CORP $3.01万0.00%274 190226.2% $2.09万 加仓
STAG STAG INDUSTRIAL INC $3.01万0.00%790 00.0% — 不变
HAE HAEMONETICS CORP MASS $3.00万0.00%400 00.0% — 不变
TECK TECK RESOURCES LTD $2.97万0.00%500 -100-16.7% -$5,946 减仓
WKC WORLD KINECT CORPORATION $2.96万0.00%900 00.0% — 不变
— ISHARES TR $2.96万0.00%614 00.0% — 不变
CELH CELSIUS HLDGS INC $2.95万0.00%1,007 00.0% — 不变
MCK MCKESSON CORP $2.95万0.00%39 38.3% $2,267 加仓
VOE VANGUARD INDEX FDS $2.92万0.00%148 00.0% — 不变
BCS BARCLAYS PLC $2.91万0.00%1,084 46274.3% $1.24万 加仓
XLY SELECT SECTOR SPDR TR $2.89万0.00%246 00.0% — 不变
IEUR ISHARES TR $2.86万0.00%381 00.0% — 不变
WEST WESTROCK COFFEE CO $2.84万0.00%3,500 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $2.84万0.00%1,699 -420-19.8% -$7,014 减仓
PYPL PAYPAL HLDGS INC $2.84万0.00%657 -250-27.6% -$1.08万 减仓
AU ANGLOGOLD ASHANTI PLC $2.83万0.00%350 00.0% — 不变
FEOE RBB FUND TRUST $2.83万0.00%530 378248.7% $2.02万 加仓
OXY OCCIDENTAL PETE CORP $2.83万0.00%583 10.2% $49 加仓
DMC DEL MONTE CORP $2.79万0.00%1,000 00.0% — 不变
NTRS NORTHERN TR CORP $2.78万0.00%160 00.0% — 不变
LUV SOUTHWEST AIRLS CO $2.78万0.00%540 00.0% — 不变
IWL ISHARES TR $2.77万0.00%150 00.0% — 不变
BA BOEING CO $2.73万0.00%126 -120-48.8% -$2.60万 减仓
VMRK EQUITY RESIDENTIAL $2.72万0.00%400 00.0% — 不变
APP APPLOVIN CORP $2.68万0.00%52 00.0% — 不变
OMC OMNICOM GROUP INC $2.64万0.00%362 6220.7% $4,516 加仓
SPXC SPX TECHNOLOGIES INC $2.62万0.00%107 00.0% — 不变
KR KROGER CO $2.60万0.00%469 00.0% — 不变
IXN ISHARES TR $2.57万0.00%178 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $2.55万0.00%309 7934.3% $6,510 加仓
NBIS NEBIUS GROUP N.V. $2.54万0.00%92 62206.7% $1.71万 加仓
RYAN RYAN SPECIALTY HOLDINGS INC $2.51万0.00%665 00.0% — 不变
SYY SYSCO CORP $2.51万0.00%300 00.0% — 不变
LPX LOUISIANA PAC CORP $2.49万0.00%316 00.0% — 不变
VRT VERTIV HOLDINGS CO $2.48万0.00%74 3485.0% $1.14万 加仓
AON AON PLC $2.46万0.00%74 00.0% — 不变
ARKK ARK ETF TR $2.42万0.00%300 -50-14.3% -$4,041 减仓
MSM MSC INDL DIRECT INC $2.38万0.00%200 00.0% — 不变
HTGC HERCULES CAPITAL INC $2.37万0.00%1,500 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $2.34万0.00%46 -26-36.1% -$1.32万 减仓
SAP SAP SE $2.34万0.00%152 00.0% — 不变