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 |
|---|---|---|---|---|---|---|---|---|
| SPXC | SPX TECHNOLOGIES INC | $2.14万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.14万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $2.13万 | 0.00% | 1,406 | 1,406 | — | $2.13万 | 新建仓 |
| NOBL | PROSHARES TR | $2.12万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.11万 | 0.00% | 81 | 34 | 72.3% | $8,850 | 加仓 |
| EWC | ISHARES INC | $2.10万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.09万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $2.08万 | 0.00% | 2,046 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $2.08万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2.07万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2.05万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $2.04万 | 0.00% | 28 | 28 | — | $2.04万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $2.03万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $2.03万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.00万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.99万 | 0.00% | 68 | 37 | 119.4% | $1.08万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $1.99万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.93万 | 0.00% | 1,280 | -8 | -0.6% | -$120 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.91万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $1.91万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $1.90万 | 0.00% | 567 | 247 | 77.2% | $8,282 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1.90万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.89万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $1.89万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.87万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.87万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $1.85万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.84万 | 0.00% | 242 | -8 | -3.2% | -$609 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.84万 | 0.00% | 184 | 184 | — | $1.84万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $1.82万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.81万 | 0.00% | 390 | 192 | 97.0% | $8,902 | 加仓 |
| USB | US BANCORP | $1.80万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $1.78万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $1.78万 | 0.00% | 302 | 52 | 20.8% | $3,057 | 加仓 |
| COP | CONOCOPHILLIPS | $1.76万 | 0.00% | 133 | -97 | -42.2% | -$1.28万 | 减仓 |
| — | AIR LEASE CORP | $1.75万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $1.74万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.70万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1.69万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $1.65万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $1.63万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $1.62万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.62万 | 0.00% | 202 | 202 | — | $1.62万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $1.62万 | 0.00% | 800 | 400 | 100.0% | $8,088 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.60万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.59万 | 0.00% | 806 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1.57万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.57万 | 0.00% | 570 | 94 | 19.7% | $2,581 | 加仓 |
| — | ISHARES TR | $1.56万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $1.55万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $1.55万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.53万 | 0.00% | 63 | -5 | -7.4% | -$1,215 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.52万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $1.51万 | 0.00% | 168 | 168 | — | $1.51万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.51万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.51万 | 0.00% | 100 | -50 | -33.3% | -$7,541 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.50万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1.49万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1.49万 | 0.00% | 705 | 425 | 151.8% | $8,985 | 加仓 |
| WEST | WESTROCK COFFEE CO | $1.49万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $1.49万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $1.47万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.47万 | 0.00% | 258 | -1,462 | -85.0% | -$8.33万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1.47万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1.46万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $1.45万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $1.45万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1.44万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.44万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $1.43万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| — | PERMROCK ROYALTY TRUST | $1.42万 | 0.00% | 4,300 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.41万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.41万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $1.40万 | 0.00% | 5,372 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $1.38万 | 0.00% | 408 | -2 | -0.5% | -$67 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1.37万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $1.36万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $1.35万 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $1.35万 | 0.00% | 601 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $1.35万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.34万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $1.33万 | 0.00% | 16,822 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $1.32万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $1.32万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.32万 | 0.00% | 345 | 345 | — | $1.32万 | 新建仓 |
| BCS | BARCLAYS PLC | $1.32万 | 0.00% | 622 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $1.31万 | 0.00% | 600 | -200 | -25.0% | -$4,370 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.31万 | 0.00% | 272 | 151 | 124.8% | $7,256 | 重新持有 |
| PNR | PENTAIR PLC | $1.31万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $1.30万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.29万 | 0.00% | 500 | 100 | 25.0% | $2,588 | 加仓 |
| IWP | ISHARES TR | $1.28万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.28万 | 0.00% | 108 | 70 | 184.2% | $8,290 | 加仓 |
| AIR | AAR CORP | $1.27万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $1.26万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.26万 | 0.00% | 8,991 | -49,595 | -84.7% | -$6.94万 | 减仓 |
| FLS | FLOWSERVE CORP | $1.25万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $1.25万 | 0.00% | 313 | 313 | — | $1.25万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1.25万 | 0.00% | 159 | 159 | — | $1.25万 | 新建仓 |
| VICI | VICI PPTYS INC | $1.25万 | 0.00% | 456 | 456 | — | $1.25万 | 新建仓 |