HC Advisors, LLC
SANDY SPRINGS GA · SEC CIK 0001803295
$1.49亿2026Q1 申报市值
60持仓数
67.2%前十大占比 · 第一大 15.0%
2 / 2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
IYW 加仓+$109.40万
SCHR 加仓+$104.13万
SCHG 加仓+$97.05万
VDC 加仓+$76.47万
SCHZ 加仓+$74.24万
2026Q1 卖出最多 按季末市值估算
PSLV 减仓-$45.59万
FDL 减仓-$42.70万
SCHE 减仓-$32.30万
BARON ETF TR 清仓-$22.66万
NVDA 减仓-$18.45万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | BARON ETF TR | $0 | 0.00% | 0 | -9,023 | -100.0% | -$22.66万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -20,800 | -100.0% | -$18.12万 | 清仓 |
| — | NEXTERS INC | $57 | 0.00% | 13,600 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC | $4.59万 | 0.03% | 22,900 | -1,000 | -4.2% | -$2,005 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.19万 | 0.14% | 722 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $21.03万 | 0.14% | 568 | -73 | -11.4% | -$2.70万 | 减仓 |
| MMM | 3M CO | $21.59万 | 0.14% | 1,486 | 4 | 0.3% | $581 | 加仓 |
| ITA | ISHARES TR | $21.88万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $23.13万 | 0.15% | 8,304 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER INC | $23.73万 | 0.16% | 105,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $25.55万 | 0.17% | 1,112 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $25.57万 | 0.17% | 10,188 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $26.19万 | 0.18% | 300 | -75 | -20.0% | -$6.55万 | 减仓 |
| SO | SOUTHERN CO | $28.36万 | 0.19% | 2,938 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $28.59万 | 0.19% | 945 | -3 | -0.3% | -$908 | 减仓 |
| — | ISHARES INC | $28.64万 | 0.19% | 5,933 | -1,035 | -14.9% | -$5.00万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $28.75万 | 0.19% | 3,611 | 326 | 9.9% | $2.60万 | 加仓 |
| IDV | ISHARES TR | $29.15万 | 0.20% | 6,850 | -1,020 | -13.0% | -$4.34万 | 减仓 |
| AMZN | AMAZON COM INC | $29.55万 | 0.20% | 1,419 | -24 | -1.7% | -$4,999 | 减仓 |
| BTU | PEABODY ENERGY CORP | $29.81万 | 0.20% | 9,048 | 819 | 10.0% | $2.70万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.68万 | 0.21% | 3,828 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $31.88万 | 0.21% | 2,541 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $31.93万 | 0.21% | 1,125 | -500 | -30.8% | -$14.19万 | 减仓 |
| BOXX | EA SERIES TRUST | $32.67万 | 0.22% | 2,809 | 2,809 | — | $32.67万 | 新建仓 |
| HD | HOME DEPOT INC | $32.82万 | 0.22% | 998 | 57 | 6.1% | $1.87万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.06万 | 0.23% | 1,405 | 155 | 12.4% | $3.76万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $38.28万 | 0.26% | 5,758 | 12 | 0.2% | $798 | 加仓 |
| — | AON PLC | $38.70万 | 0.26% | 1,199 | 0 | 0.0% | — | 不变 |
| BAC | BK OF AMERICA CORP | $40.55万 | 0.27% | 8,317 | 345 | 4.3% | $1.68万 | 加仓 |
| KO | Coca Cola Company | $46.61万 | 0.31% | 6,129 | -15 | -0.2% | -$1,141 | 减仓 |
| — | EXXON MOBIL CORP | $54.21万 | 0.36% | 3,195 | -514 | -13.9% | -$8.72万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $54.62万 | 0.37% | 22,506 | 2,845 | 14.5% | $6.90万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $58.27万 | 0.39% | 896 | 96 | 12.0% | $6.24万 | 加仓 |
| CVX | CHEVRON CORP NEW | $64.21万 | 0.43% | 3,103 | -359 | -10.4% | -$7.43万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $68.06万 | 0.46% | 11,579 | 11,579 | — | $68.06万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $72.62万 | 0.49% | 8,690 | -190 | -2.1% | -$1.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $76.96万 | 0.52% | 2,616 | -61 | -2.3% | -$1.79万 | 减仓 |
| SPPP | SPROTT PHYSICAL PLAT PALLAD | $83.12万 | 0.56% | 53,521 | 8,222 | 18.2% | $12.77万 | 加仓 |
| RTX | RTX CORPORATION | $89.18万 | 0.60% | 4,623 | -285 | -5.8% | -$5.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $105.06万 | 0.70% | 6,024 | -1,058 | -14.9% | -$18.45万 | 减仓 |
| AAPL | APPLE INC | $141.05万 | 0.94% | 5,557 | 4 | 0.1% | $1,015 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $142.10万 | 0.95% | 48,864 | 1,864 | 4.0% | $5.42万 | 加仓 |
| SCHF | Schwab Int'l Equity ETF | $192.65万 | 1.29% | 77,840 | -1,631 | -2.1% | -$4.04万 | 减仓 |
| AMLP | ALPS ETF TR | $214.23万 | 1.43% | 40,697 | 339 | 0.8% | $1.78万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $267.67万 | 1.79% | 75,529 | 4,026 | 5.6% | $14.27万 | 加仓 |
| PSLV | SPROTT PHYSICAL SILVER TR | $307.92万 | 2.06% | 126,249 | -18,693 | -12.9% | -$45.59万 | 减仓 |
| IXP | ISHARES TR | $309.69万 | 2.07% | 26,962 | 1,317 | 5.1% | $15.13万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $314.07万 | 2.10% | 41,603 | 603 | 1.5% | $4.55万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $329.15万 | 2.20% | 106,314 | -831 | -0.8% | -$2.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $366.56万 | 2.45% | 11,426 | 10 | 0.1% | $3,208 | 加仓 |
| GRND | GRINDR INC | $381.18万 | 2.55% | 315,288 | 39,849 | 14.5% | $48.18万 | 加仓 |
| IYF | ISHARES TR | $429.95万 | 2.88% | 36,542 | 494 | 1.4% | $5.81万 | 加仓 |
| IYH | ISHARES TR | $445.84万 | 2.98% | 72,329 | -1,215 | -1.7% | -$7.49万 | 减仓 |
| SCHZ | Schwab US Agg Bond ETF | $528.60万 | 3.54% | 227,649 | 31,971 | 16.3% | $74.24万 | 加仓 |
| VDC | Vanguard Consumer Staples | $531.72万 | 3.56% | 23,675 | 3,405 | 16.8% | $76.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $581.25万 | 3.89% | 189,456 | 10,741 | 6.0% | $32.95万 | 加仓 |
| DES | WISDOMTREE TR | $742.28万 | 4.97% | 206,534 | 1,595 | 0.8% | $5.73万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $836.44万 | 5.60% | 287,141 | 33,315 | 13.1% | $97.05万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,034.39万 | 6.92% | 313,928 | -9,803 | -3.0% | -$32.30万 | 减仓 |
| FDL | FIRST TR MORNINGSTAR DIV LEA | $1,486.94万 | 9.95% | 292,704 | -8,405 | -2.8% | -$42.70万 | 减仓 |
| IYW | ISHARES TR | $1,615.15万 | 10.81% | 89,028 | 6,030 | 7.3% | $109.40万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,240.58万 | 15.00% | 899,471 | 41,801 | 4.9% | $104.13万 | 加仓 |