13F 机构持仓

HHM Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001750086

2026Q22026Q1 更早 9 个季度 🔒
$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
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 18.2%
SCHB 14.9%
SCHG 12.1%
SPMD 5.6%
SPTS 4.4%
VNQ 3.1%
SCHF 3.1%
AAPL 2.0%
CALF 2.0%
FNDF 1.9%

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
CIM CHIMERA INVT CORP $5,8490.00%466 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $5,7620.00%50 50— $5,762 新建仓
IXJ ISHARES TR $5,7060.00%61 00.0% — 不变
XOP SPDR SERIES TRUST $5,6370.00%31 31— $5,637 新建仓
CHD CHURCH & DWIGHT CO INC $5,6000.00%60 00.0% — 不变
TREX TREX INC $5,5730.00%153 00.0% — 不变
STZ CONSTELLATION BRANDS INC $5,5610.00%37 25208.3% $3,757 加仓
PII POLARIS INC $5,4660.00%100 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $5,4270.00%131 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $5,3060.00%32 00.0% — 不变
EFG ISHARES TR $5,2350.00%47 00.0% — 不变
SUSL ISHARES TR $5,2260.00%46 00.0% — 不变
SOLV SOLVENTUM CORP $5,2240.00%80 00.0% — 不变
WCC WESCO INTL INC $5,1990.00%19 19— $5,199 新建仓
— SCHWAB STRATEGIC TR $5,1980.00%100 00.0% — 不变
MDYG SPDR SERIES TRUST $5,0860.00%53 00.0% — 不变
BILZ PIMCO ETF TR $5,0490.00%50 50— $5,049 新建仓
IIPR INNOVATIVE INDL PPTYS INC $5,0160.00%100 00.0% — 不变
BSM BLACK STONE MINERALS L P $4,9900.00%330 330— $4,990 新建仓
BBAI BIGBEAR AI HLDGS INC $4,9280.00%1,400 00.0% — 不变
TRFK PACER FDS TR $4,9170.00%79 79— $4,917 新建仓
BBCA J P MORGAN EXCHANGE TRADED F $4,8920.00%52 00.0% — 不变
ADSK AUTODESK INC $4,7880.00%20 -104-83.9% -$2.49万 减仓
— SPDR SERIES TRUST $4,7870.00%53 53— $4,787 新建仓
AES AES CORP $4,7330.00%336 336— $4,733 新建仓
— VANECK ETF TRUST $4,7180.00%34 34— $4,718 新建仓
IRDM IRIDIUM COMMUNICATIONS INC $4,7160.00%170 00.0% — 不变
AX AXOS FINANCIAL INC $4,6800.00%55 55— $4,680 新建仓
ETD ETHAN ALLEN INTERIORS INC $4,6680.00%235 00.0% — 不变
IAT ISHARES TR $4,5770.00%85 00.0% — 不变
SMR NUSCALE PWR CORP $4,5210.00%417 00.0% — 不变
SETM SPROTT FDS TR $4,4660.00%135 00.0% — 不变
EFV ISHARES TR $4,4610.00%60 00.0% — 不变
RGTI RIGETTI COMPUTING INC $4,4510.00%317 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $4,4350.00%27 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $4,4280.00%16 16— $4,428 新建仓
LYV LIVE NATION ENTERTAINMENT IN $4,4230.00%29 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR CORP $4,3850.00%500 00.0% — 不变
VIS VANGUARD WORLD FD $4,3720.00%14 00.0% — 不变
BBAX J P MORGAN EXCHANGE TRADED F $4,3410.00%73 00.0% — 不变
LEU CENTRUS ENERGY CORP $4,3400.00%25 25— $4,340 新建仓
RITM RITHM CAPITAL CORP $4,2660.00%450 00.0% — 不变
PEGA PEGASYSTEMS INC $4,2560.00%100 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $4,2300.00%200 200— $4,230 新建仓
IPGP IPG PHOTONICS CORP $4,0110.00%35 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $3,9790.00%44 -100-69.4% -$9,043 减仓
— ISHARES TR $3,9220.00%135 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOLOGY $3,9060.00%1,400 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $3,8450.00%100 00.0% — 不变
UFO PROCURE ETF TRUST II $3,8090.00%85 85— $3,809 新建仓
LMND LEMONADE INC $3,7610.00%60 00.0% — 不变
GRNY TIDAL TRUST I $3,6290.00%152 00.0% — 不变
FLJP FRANKLIN TEMPLETON ETF TR $3,6180.00%100 00.0% — 不变
— COMMERCIAL VEH GROUP INC $3,5980.00%1,055 00.0% — 不变
DKS DICKS SPORTING GOODS INC $3,5700.00%18 00.0% — 不变
RGEN REPLIGEN CORP $3,5350.00%30 00.0% — 不变
NMAX NEWSMAX INC $3,5290.00%676 00.0% — 不变
E ENI SPA $3,5100.00%62 00.0% — 不变
AIN ALBANY INTL CORP $3,4990.00%67 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $3,4860.00%12 00.0% — 不变
AZO AUTOZONE INC $3,3780.00%1 00.0% — 不变
KHC KRAFT HEINZ CO $3,3740.00%150 00.0% — 不变
BAX BAXTER INTL INC $3,3600.00%200 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $3,3600.00%52 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $3,3510.00%12 00.0% — 不变
NVO NOVO-NORDISK A S $3,3080.00%90 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $3,3050.00%30 00.0% — 不变
NET CLOUDFLARE INC $3,3020.00%16 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $3,2860.00%200 00.0% — 不变
— EATON VANCE TAX MNGED BUY WR $3,2690.00%227 20.9% $29 加仓
PAYX PAYCHEX INC $3,2250.00%35 00.0% — 不变
CRM SALESFORCE INC $3,1740.00%17 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $3,1460.00%20 00.0% — 不变
IPAC ISHARES TR $3,1370.00%41 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $3,1260.00%675 -675-50.0% -$3,126 重新持有
NBIS NEBIUS GROUP N.V. $3,1130.00%30 20200.0% $2,075 加仓
TMC TMC THE METALS COMPANY INC $3,0830.00%660 660— $3,083 新建仓
— TIDAL TRUST II $3,0660.00%138 138— $3,066 新建仓
PSIX POWER SOLUTIONS INTL INC $3,0440.00%50 50— $3,044 新建仓
HE HAWAIIAN ELEC INDS INC MTN B $2,9680.00%200 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $2,9580.00%350 -75-17.6% -$634 减仓
EUFN ISHARES TR $2,8930.00%83 00.0% — 不变
CBK COMMERCIAL BANCGROUP INC $2,8890.00%111 111— $2,889 新建仓
PATH UIPATH INC $2,8860.00%260 200333.3% $2,220 加仓
HYG ISHARES TR $2,7850.00%35 00.0% — 不变
NGVT INGEVITY CORP $2,7780.00%39 39— $2,778 新建仓
AVAV AEROVIRONMENT INC $2,7460.00%15 15— $2,746 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $2,7400.00%34 34— $2,740 新建仓
DXYZ DESTINY TECH100 INC $2,6780.00%100 100— $2,678 新建仓
R RYDER SYS INC $2,6620.00%13 00.0% — 不变
— VOLATILITY SHS TR $2,6540.00%180 -4,000-95.7% -$5.90万 减仓
RCAT RED CAT HLDGS INC $2,6180.00%200 200— $2,618 新建仓
TILE INTERFACE INC $2,4920.00%100 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2,4790.00%17 00.0% — 不变
WAT WATERS CORP $2,3830.00%8 8— $2,383 新建仓
ALAB ASTERA LABS INC $2,3020.00%21 00.0% — 不变
CPB THE CAMPBELLS COMPANY $2,2590.00%101 11.0% $22 加仓
— THEMES ETF TR $2,1720.00%50 00.0% — 不变
MDA MDA SPACE LTD $2,1530.00%85 85— $2,153 新建仓
EEM ISHARES TR $2,1110.00%37 00.0% — 不变