HC Advisors, LLC
SANDY SPRINGS GA · SEC CIK 0001803295
$1.65亿2026Q2 申报市值
62持仓数
67.9%前十大占比 · 第一大 13.5%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHD 加仓+$54.08万
SCHZ 加仓+$53.56万
SCHE 加仓+$52.18万
FDL 加仓+$42.88万
SCHG 加仓+$41.67万
2026Q2 卖出最多 按季末市值估算
IYW 减仓-$49.82万
CEG 清仓-$20.19万
IYH 减仓-$18.42万
AAPL 减仓-$17.48万
SPY 减仓-$8.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | $2,217.90万 | 13.46% | 899,393 | -78 | -0.0% | -$1,923 | 减仓 |
| IYW | ISHARES TR | $2,195.74万 | 13.33% | 87,053 | -1,975 | -2.2% | -$49.82万 | 减仓 |
| FDL | FIRST TR MORNINGSTAR DIV LEA | $1,467.18万 | 8.91% | 301,517 | 8,813 | 3.0% | $42.88万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,190.48万 | 7.23% | 328,318 | 14,390 | 4.6% | $52.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,013.36万 | 6.15% | 299,455 | 12,314 | 4.3% | $41.67万 | 加仓 |
| DES | WISDOMTREE TR | $839.38万 | 5.10% | 206,337 | -197 | -0.1% | -$8,014 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $654.85万 | 3.98% | 206,511 | 17,055 | 9.0% | $54.08万 | 加仓 |
| SCHZ | Schwab US Agg Bond ETF | $580.11万 | 3.52% | 250,805 | 23,156 | 10.2% | $53.56万 | 加仓 |
| VDC | Vanguard Consumer Staples | $547.56万 | 3.32% | 24,283 | 608 | 2.6% | $13.71万 | 加仓 |
| IYF | ISHARES TR | $473.32万 | 2.87% | 37,120 | 578 | 1.6% | $7.37万 | 加仓 |
| IYH | ISHARES TR | $466.26万 | 2.83% | 69,580 | -2,749 | -3.8% | -$18.42万 | 减仓 |
| GRND | GRINDR INC | $454.22万 | 2.76% | 316,088 | 800 | 0.3% | $1.15万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $422.58万 | 2.57% | 114,614 | 8,300 | 7.8% | $30.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $419.26万 | 2.55% | 11,330 | -96 | -0.8% | -$3.55万 | 减仓 |
| IXP | ISHARES TR | $304.22万 | 1.85% | 26,959 | -3 | -0.0% | -$339 | 减仓 |
| SGDM | SPROTT ETF TRUST | $271.55万 | 1.65% | 43,191 | 1,588 | 3.8% | $9.98万 | 加仓 |
| PSLV | SPROTT PHYSICAL SILVER TR | $247.84万 | 1.50% | 131,342 | 5,093 | 4.0% | $9.61万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $246.39万 | 1.50% | 81,666 | 6,137 | 8.1% | $18.52万 | 加仓 |
| SCHF | Schwab Int'l Equity ETF | $242.22万 | 1.47% | 87,445 | 9,605 | 12.3% | $26.61万 | 加仓 |
| AMLP | ALPS ETF TR | $222.76万 | 1.35% | 42,962 | 2,265 | 5.6% | $11.74万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $187.93万 | 1.14% | 52,014 | 3,150 | 6.4% | $11.38万 | 加仓 |
| AAPL | APPLE INC | $143.35万 | 0.87% | 4,953 | -604 | -10.9% | -$17.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $119.67万 | 0.73% | 5,980 | -44 | -0.7% | -$8,805 | 减仓 |
| RTX | RTX CORPORATION | $87.71万 | 0.53% | 4,623 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $86.79万 | 0.53% | 13,800 | 2,221 | 19.2% | $13.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $86.20万 | 0.52% | 2,633 | 17 | 0.6% | $5,566 | 加仓 |
| SPPP | SPROTT PHYSICAL PLAT PALLAD | $78.73万 | 0.48% | 63,240 | 9,719 | 18.2% | $12.10万 | 加仓 |
| HQY | HEALTHEQUITY INC | $78.49万 | 0.48% | 8,690 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $58.27万 | 0.35% | 780 | -116 | -12.9% | -$8.67万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $57.24万 | 0.35% | 23,711 | 1,205 | 5.4% | $2.91万 | 加仓 |
| KO | Coca Cola Company | $52.12万 | 0.32% | 6,413 | 284 | 4.6% | $2.31万 | 加仓 |
| CVX | CHEVRON CORP NEW | $51.34万 | 0.31% | 3,097 | -6 | -0.2% | -$995 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $48.17万 | 0.29% | 5,143 | -615 | -10.7% | -$5.76万 | 减仓 |
| — | EXXON MOBIL CORP | $47.15万 | 0.29% | 3,448 | 253 | 7.9% | $3.46万 | 加仓 |
| BAC | BK OF AMERICA CORP | $45.94万 | 0.28% | 8,062 | -255 | -3.1% | -$1.45万 | 减仓 |
| GE | GE AEROSPACE | $42.05万 | 0.26% | 1,125 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $39.77万 | 0.24% | 9,600 | 2,750 | 40.1% | $11.39万 | 加仓 |
| — | AON PLC | $39.77万 | 0.24% | 1,199 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.51万 | 0.24% | 1,405 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $35.55万 | 0.22% | 1,008 | 10 | 1.0% | $3,527 | 加仓 |
| GEV | GE VERNOVA INC | $35.25万 | 0.21% | 300 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $34.22万 | 0.21% | 1,148 | 1,148 | — | $34.22万 | 新建仓 |
| AMZN | AMAZON COM INC | $34.01万 | 0.21% | 1,427 | 8 | 0.6% | $1,907 | 加仓 |
| BOXX | EA SERIES TRUST | $32.91万 | 0.20% | 2,810 | 1 | 0.0% | $117 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.03万 | 0.19% | 946 | 1 | 0.1% | $339 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.64万 | 0.19% | 3,828 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.85万 | 0.19% | 1,425 | 1,425 | — | $30.85万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.50万 | 0.18% | 10,188 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $28.93万 | 0.18% | 3,501 | -110 | -3.0% | -$9,090 | 减仓 |
| PLUG | PLUG POWER INC | $28.45万 | 0.17% | 105,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $28.12万 | 0.17% | 2,938 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $28.06万 | 0.17% | 5,933 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $27.73万 | 0.17% | 2,889 | 348 | 13.7% | $3.34万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.83万 | 0.16% | 8,304 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $24.78万 | 0.15% | 1,112 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $24.24万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.15万 | 0.15% | 1,491 | 5 | 0.3% | $810 | 加仓 |
| BTU | PEABODY ENERGY CORP | $22.71万 | 0.14% | 9,822 | 774 | 8.6% | $1.79万 | 加仓 |
| MRK | MERCK & CO INC | $21.02万 | 0.13% | 1,635 | 1,635 | — | $21.02万 | 新建仓 |
| MSFT | MICROSOFT CORP | $20.73万 | 0.13% | 555 | -13 | -2.3% | -$4,855 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $4.74万 | 0.03% | 22,900 | 0 | 0.0% | — | 不变 |
| — | NEXTERS INC | $56 | 0.00% | 13,600 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -722 | -100.0% | -$20.19万 | 清仓 |