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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1.58亿 | 18.21% | 5,156,506 | 138,225 | 2.8% | $424.07万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.29亿 | 14.87% | 5,146,591 | 108,943 | 2.2% | $273.45万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.05亿 | 12.05% | 3,594,993 | 112,307 | 3.2% | $327.15万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $4,822.71万 | 5.55% | 814,372 | 33,281 | 4.3% | $197.09万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $3,817.32万 | 4.39% | 1,308,197 | 212,060 | 19.3% | $618.79万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,698.69万 | 3.11% | 304,249 | 15,356 | 5.3% | $136.21万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,658.84万 | 3.06% | 1,074,279 | -11,983 | -1.1% | -$29.66万 | 减仓 |
| AAPL | APPLE INC | $1,745.56万 | 2.01% | 68,780 | 2,039 | 3.1% | $51.75万 | 加仓 |
| CALF | PACER FDS TR | $1,705.98万 | 1.96% | 380,206 | -378,774 | -49.9% | -$1,699.56万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,674.71万 | 1.93% | 342,266 | 20,140 | 6.3% | $98.54万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,661.79万 | 1.91% | 150,429 | 150,429 | — | $1,661.79万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,657.15万 | 1.91% | 433,129 | 630 | 0.1% | $2.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,628.65万 | 1.87% | 75,730 | -140 | -0.2% | -$3.01万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,496.86万 | 1.72% | 483,483 | -3,571 | -0.7% | -$11.06万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,353.30万 | 1.56% | 465,370 | 19,671 | 4.4% | $57.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $921.57万 | 1.06% | 24,896 | 952 | 4.0% | $35.24万 | 加仓 |
| AMZN | AMAZON COM INC | $655.80万 | 0.75% | 31,488 | -900 | -2.8% | -$18.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $432.21万 | 0.50% | 24,783 | 2,122 | 9.4% | $37.01万 | 加仓 |
| USMV | ISHARES TR | $382.39万 | 0.44% | 41,232 | -751 | -1.8% | -$6.96万 | 减仓 |
| GOOGL | ALPHABET INC | $361.87万 | 0.42% | 12,584 | -359 | -2.8% | -$10.32万 | 减仓 |
| CAT | CATERPILLAR INC | $361.08万 | 0.42% | 5,097 | -657 | -11.4% | -$46.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $348.10万 | 0.40% | 7,969 | -133 | -1.6% | -$5.81万 | 减仓 |
| TFI | SPDR SERIES TRUST | $340.48万 | 0.39% | 75,094 | 3,715 | 5.2% | $16.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $310.46万 | 0.36% | 10,554 | 537 | 5.4% | $15.80万 | 加仓 |
| IVV | ISHARES TR | $309.69万 | 0.36% | 4,741 | 1,309 | 38.1% | $85.51万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $302.78万 | 0.35% | 93,365 | -3,921 | -4.0% | -$12.72万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $293.16万 | 0.34% | 10,215 | 359 | 3.6% | $10.30万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $283.87万 | 0.33% | 21,801 | -235 | -1.1% | -$3.06万 | 减仓 |
| GOOG | ALPHABET INC | $276.03万 | 0.32% | 9,622 | -415 | -4.1% | -$11.91万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $246.14万 | 0.28% | 90,493 | -2,920 | -3.1% | -$7.94万 | 减仓 |
| UNM | UNUM GROUP | $228.81万 | 0.26% | 31,331 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $224.78万 | 0.26% | 18,011 | 29 | 0.2% | $3,619 | 加仓 |
| MOAT | VANECK ETF TRUST | $222.23万 | 0.26% | 22,981 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $219.31万 | 0.25% | 6,668 | 307 | 4.8% | $10.10万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $217.98万 | 0.25% | 59,574 | -2,700 | -4.3% | -$9.88万 | 减仓 |
| TSLA | TESLA INC | $217.59万 | 0.25% | 5,853 | -215 | -3.5% | -$7.99万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $211.08万 | 0.24% | 4,460 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $210.96万 | 0.24% | 16,975 | -2,414 | -12.5% | -$30.00万 | 减仓 |
| ABBV | ABBVIE INC | $204.11万 | 0.23% | 9,385 | 554 | 6.3% | $12.05万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $199.07万 | 0.23% | 27,334 | -3,401 | -11.1% | -$24.77万 | 减仓 |
| SO | SOUTHERN CO | $198.20万 | 0.23% | 20,535 | -885 | -4.1% | -$8.54万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $197.11万 | 0.23% | 43,550 | -5,395 | -11.0% | -$24.42万 | 减仓 |
| UNM | UNUM GROUP 看跌期权 | $196.45万 | 0.23% | 26,900 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $195.40万 | 0.22% | 11,517 | 1,320 | 12.9% | $22.40万 | 加仓 |
| LLY | ELI LILLY & CO | $193.47万 | 0.22% | 2,104 | 176 | 9.1% | $16.18万 | 加仓 |
| V | VISA INC | $184.07万 | 0.21% | 6,090 | 400 | 7.0% | $12.09万 | 加仓 |
| IWF | ISHARES TR | $183.74万 | 0.21% | 4,309 | 1,156 | 36.7% | $49.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $183.50万 | 0.21% | 3,179 | 421 | 15.3% | $24.30万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $169.00万 | 0.19% | 22,476 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $163.41万 | 0.19% | 11,314 | 403 | 3.7% | $5.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $162.42万 | 0.19% | 2,718 | 32 | 1.2% | $1.91万 | 加仓 |
| SGOV | ISHARES TR | $161.41万 | 0.19% | 16,035 | -4,844 | -23.2% | -$48.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $160.21万 | 0.18% | 4,994 | -33 | -0.7% | -$1.06万 | 减仓 |
| WM | WASTE MGMT INC DEL | $156.57万 | 0.18% | 6,814 | 1 | 0.0% | $230 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $155.33万 | 0.18% | 72,282 | -8,345 | -10.4% | -$17.93万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $154.70万 | 0.18% | 59,226 | -5,000 | -7.8% | -$13.06万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $150.87万 | 0.17% | 57,408 | 57,408 | — | $150.87万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $148.21万 | 0.17% | 63,828 | 2,338 | 3.8% | $5.43万 | 加仓 |
| CSCO | CISCO SYS INC | $138.85万 | 0.16% | 17,895 | -800 | -4.3% | -$6.21万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $129.13万 | 0.15% | 25,883 | 1,787 | 7.4% | $8.92万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $128.37万 | 0.15% | 6,229 | -975 | -13.5% | -$20.09万 | 减仓 |
| NFLX | NETFLIX INC. | $120.87万 | 0.14% | 12,571 | 71 | 0.6% | $6,827 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $120.43万 | 0.14% | 6,275 | 37 | 0.6% | $7,101 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $120.39万 | 0.14% | 4,925 | 301 | 6.5% | $7.36万 | 加仓 |
| META | META PLATFORMS INC | $115.40万 | 0.13% | 2,017 | 411 | 25.6% | $23.52万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $114.30万 | 0.13% | 44,577 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $108.20万 | 0.12% | 22,329 | -762 | -3.3% | -$3.69万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $106.21万 | 0.12% | 23,205 | 125 | 0.5% | $5,721 | 加仓 |
| IJH | ISHARES TR | $105.31万 | 0.12% | 15,595 | 5,025 | 47.5% | $33.93万 | 加仓 |
| GE | GE AEROSPACE | $102.33万 | 0.12% | 3,606 | 22 | 0.6% | $6,243 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $95.68万 | 0.11% | 2,832 | -24 | -0.8% | -$8,108 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $93.65万 | 0.11% | 30,705 | 1,581 | 5.4% | $4.82万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $92.77万 | 0.11% | 6,639 | -1,182 | -15.1% | -$16.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $91.37万 | 0.11% | 3,377 | 63 | 1.9% | $1.70万 | 加仓 |
| KO | COCA COLA CO | $90.92万 | 0.10% | 11,955 | -12 | -0.1% | -$913 | 减仓 |
| SDY | SPDR SERIES TRUST | $88.59万 | 0.10% | 6,070 | 25 | 0.4% | $3,649 | 加仓 |
| NEE | NEXTERA ENERGY INC | $86.95万 | 0.10% | 9,361 | 551 | 6.3% | $5.12万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $84.91万 | 0.10% | 10,712 | -390 | -3.5% | -$3.09万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $84.82万 | 0.10% | 11,792 | 31 | 0.3% | $2,230 | 加仓 |
| BAC | BANK AMERICA CORP | $83.71万 | 0.10% | 17,172 | 1,716 | 11.1% | $8.37万 | 加仓 |
| GEV | GE VERNOVA INC | $81.44万 | 0.09% | 933 | 2 | 0.2% | $1,746 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.12万 | 0.09% | 1,247 | 27 | 2.2% | $1.76万 | 加仓 |
| AVGO | BROADCOM INC | $78.54万 | 0.09% | 2,538 | 485 | 23.6% | $15.01万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $76.89万 | 0.09% | 23,334 | -154 | -0.7% | -$5,074 | 减仓 |
| MLR | MILLER INDS INC TENN | $76.33万 | 0.09% | 16,757 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $75.95万 | 0.09% | 1,981 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $75.02万 | 0.09% | 11,368 | -235 | -2.0% | -$1.55万 | 减仓 |
| ILCG | ISHARES TR | $72.80万 | 0.08% | 7,625 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $70.77万 | 0.08% | 3,420 | 719 | 26.6% | $14.88万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $70.62万 | 0.08% | 1,734 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $70.36万 | 0.08% | 14,970 | 4,510 | 43.1% | $21.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $69.95万 | 0.08% | 4,231 | 653 | 18.3% | $10.80万 | 加仓 |
| CMI | CUMMINS INC | $69.83万 | 0.08% | 1,298 | -193 | -12.9% | -$10.38万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $69.79万 | 0.08% | 23,115 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $68.13万 | 0.08% | 5,203 | 203 | 4.1% | $2.66万 | 加仓 |
| ALL | ALLSTATE CORP | $67.20万 | 0.08% | 3,241 | -280 | -8.0% | -$5.81万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.07万 | 0.08% | 4,529 | 60 | 1.3% | $8,886 | 加仓 |
| RTX | RTX CORPORATION | $66.43万 | 0.08% | 3,444 | 151 | 4.6% | $2.91万 | 加仓 |
| GLD | SPDR GOLD TR | $66.26万 | 0.08% | 1,540 | -2,171 | -58.5% | -$93.42万 | 减仓 |