13F 机构持仓

HUB Investment Partners, LLC

AUSTIN TX · SEC CIK 0001841815

2026Q22026Q1 更早 9 个季度 🔒
$55.66亿2026Q2 申报市值
1,385持仓数
33.1%前十大占比 · 第一大 10.2%
266 / 53新建仓 / 清仓
申报市值走势$55.66亿2026Q2
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

NVDA 10.2%
AAPL 7.8%
AIAI 2.8%
VTI 2.6%
MSFT 2.0%
AVLV 2.0%
AMZN 1.9%
GOOGL 1.4%
SGOV 1.3%
AVDE 1.2%

2026Q2 买入最多 按季末市值估算

AIAI 新建仓+$1.57亿
NVDA 加仓+$1.09亿
AAPL 加仓+$4,299.60万
SGOV 加仓+$3,592.68万
VOO 加仓+$1,956.24万

2026Q2 卖出最多 按季末市值估算

SPMO 减仓-$1,333.00万
CGUS 减仓-$860.14万
WMT 减仓-$780.57万
WFC 减仓-$740.36万
NEE 减仓-$726.44万

2026Q2 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
NSC NORFOLK SOUTHN CORP $75.11万0.01%2,387 954.1% $2.99万 加仓
— NEOS ETF TRUST $75.12万0.01%15,504 -1,377-8.2% -$6.67万 减仓
FDX FEDEX CORP $75.18万0.01%2,401 98369.3% $30.78万 加仓
ES EVERSOURCE ENERGY $75.34万0.01%10,425 1,66419.0% $12.03万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $75.52万0.01%5,853 1,28728.2% $16.61万 加仓
GLPI GAMING & LEISURE P $75.52万0.01%16,959 7,22674.2% $32.18万 加仓
GSLC GOLDMAN SACHS ETF TR $75.56万0.01%5,325 -359-6.3% -$5.09万 减仓
MTCH MATCH GROUP INC NEW $76.16万0.01%20,016 4,44928.6% $16.93万 加仓
EW EDWARDS LIFESCIENCES CORP $76.37万0.01%8,442 4,20599.2% $38.04万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $76.78万0.01%9,669 -2,723-22.0% -$21.62万 减仓
BHK BLACKROCK CORE BD TR $77.10万0.01%84,075 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $77.21万0.01%16,359 9196.0% $4.34万 加仓
SYF SYNCHRONY FINANCIAL $77.33万0.01%10,169 1,73120.5% $13.16万 加仓
BROS DUTCH BROS INC $77.35万0.01%10,771 -2,489-18.8% -$17.87万 减仓
TWLO TWILIO INC $77.42万0.01%3,752 41712.5% $8.60万 加仓
NWSA NEWS CORP NEW $77.56万0.01%31,235 15,978104.7% $39.67万 加仓
HIG HARTFORD INSURANCE GROUP INC $78.18万0.01%5,900 71213.7% $9.43万 加仓
SMG SCOTTS MIRACLE-GRO CO $78.26万0.01%11,490 4,62767.4% $31.51万 加仓
ECL ECOLAB INC $78.33万0.01%2,812 1345.0% $3.73万 加仓
ILMN ILLUMINA INC $78.72万0.01%4,477 65817.2% $11.57万 加仓
APH AMPHENOL CORP $78.99万0.01%4,480 87324.2% $15.39万 加仓
ST SENSATA TECHNOLOGIES HLDG PL $79.30万0.01%16,611 1,1907.7% $5.68万 加仓
PGR PROGRESSIVE CORP $79.43万0.01%3,636 1965.7% $4.28万 加仓
CRUS CIRRUS LOGIC INC $79.83万0.01%5,375 1382.6% $2.05万 加仓
A AGILENT TECHNOLOGIES INC $80.06万0.01%6,027 2,40266.3% $31.91万 加仓
RL RALPH LAUREN CORP $80.60万0.01%2,008 24914.2% $10.00万 加仓
ROKU ROKU INC $80.66万0.01%5,839 1,44732.9% $19.99万 加仓
BRES EA SERIES TRUST $81.39万0.01%30,242 30,242— $81.39万 新建仓
VT VANGUARD INTL EQUITY INDEX F $81.52万0.01%5,194 3457.1% $5.41万 加仓
ASTS AST SPACEMOBILE INC 看涨期权 $81.75万0.01%9,200 1,00012.2% $8.89万 加仓
MCK MCKESSON CORP $82.63万0.01%1,094 15816.9% $11.93万 加仓
SNA SNAP ON INC $82.75万0.01%2,056 48931.2% $19.68万 加仓
WSM WILLIAMS SONOMA INC $82.93万0.01%3,558 41913.3% $9.77万 加仓
ORLY OREILLY AUTOMOTIVE INC $83.10万0.01%9,024 3,28457.2% $30.24万 加仓
RDDT REDDIT INC 看涨期权 $83.32万0.01%4,800 3006.7% $5.21万 加仓
CELH CELSIUS HLDGS INC 看涨期权 $83.45万0.01%28,500 00.0% — 不变
VLU SPDR SERIES TRUST $83.52万0.02%3,506 3,506— $83.52万 新建仓
JBL JABIL INC $83.69万0.02%2,171 1115.4% $4.28万 加仓
LAMR LAMAR ADVERTISING CO $84.10万0.02%5,392 51310.5% $8.00万 加仓
HOOD ROBINHOOD MKTS INC 看涨期权 $84.24万0.02%8,400 2,00031.2% $20.06万 加仓
NNN NNN REIT INC $84.27万0.02%18,112 5,07738.9% $23.62万 加仓
CMF ISHARES TR $84.63万0.02%14,682 3,16827.5% $18.26万 加仓
VGSH VANGUARD SCOTTSDALE FDS $85.18万0.02%14,636 4,22740.6% $24.60万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $85.25万0.02%18,728 10,076116.5% $45.87万 加仓
XLE SELECT SECTOR SPDR TR $85.66万0.02%16,129 1,55410.7% $8.25万 加仓
KMB KIMBERLY-CLARK CORP $85.75万0.02%7,811 1,18317.8% $12.99万 加仓
GOOGL ALPHABET INC 看涨期权 $85.77万0.02%2,400 2009.1% $7.15万 加仓
EXC EXELON CORP $85.94万0.02%18,434 3,33422.1% $15.54万 加仓
STT STATE STR CORP $86.07万0.02%5,075 1,45740.3% $24.71万 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $86.33万0.02%28,643 4901.7% $1.48万 加仓
NXPI NXP SEMICONDUCTORS N V $86.88万0.02%3,092 -1,058-25.5% -$29.73万 减仓
ETR ENTERGY CORP NEW $87.49万0.02%7,617 1391.9% $1.60万 加仓
CDNS CADENCE DESIGN SYSTEM INC $87.64万0.02%2,335 66840.1% $25.07万 加仓
CINF CINCINNATI FINL CORP $87.65万0.02%4,734 2946.6% $5.44万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $87.81万0.02%102,580 -578-0.6% -$4,948 减仓
NDSN NORDSON CORP $88.03万0.02%2,918 67830.3% $20.45万 加仓
DDOG DATADOG INC 看涨期权 $88.52万0.02%3,400 -500-12.8% -$13.02万 减仓
FLEX FLEX LTD $88.96万0.02%5,489 3857.5% $6.24万 加仓
ESS ESSEX PPTY TR INC $89.17万0.02%3,058 58223.5% $16.97万 加仓
CRWV COREWEAVE INC $89.87万0.02%9,029 1621.8% $1.61万 加仓
TT TRANE TECHNOLOGIES PLC $90.43万0.02%1,841 16710.0% $8.20万 加仓
CB CHUBB LIMITED $91.12万0.02%2,674 83445.3% $28.42万 加仓
SAN BANCO SANTANDER SA $91.23万0.02%66,109 15,15529.7% $20.91万 加仓
COWG PACER FDS TR $91.39万0.02%22,765 1,4026.6% $5.63万 加仓
DD DUPONT DE NEMOURS INC $91.60万0.02%6,753 -10,999-62.0% -$149.19万 减仓
LITE LUMENTUM HLDGS INC $92.07万0.02%1,073 36551.6% $31.32万 加仓
TRGP TARGA RES CORP $92.43万0.02%3,447 2327.2% $6.22万 加仓
REET ISHARES TR $92.45万0.02%33,472 -37-0.1% -$1,022 减仓
PNC PNC FINL SVCS GROUP INC $93.00万0.02%3,777 1,12242.3% $27.63万 加仓
BSCZ INVESCO EXCH TRD SLF IDX FD $93.08万0.02%45,470 8,46022.9% $17.32万 加仓
BN BROOKFIELD CORP $93.32万0.02%21,911 6,21939.6% $26.49万 加仓
JMST J P MORGAN EXCHANGE TRADED F $93.34万0.02%18,301 18,301— $93.34万 新建仓
PYPL PAYPAL HLDGS INC $93.50万0.02%21,654 -2,272-9.5% -$9.81万 减仓
FTLS FIRST TR EXCH TRADED FD III $93.59万0.02%12,682 00.0% — 不变
PNW PINNACLE WEST CAP CORP $95.18万0.02%8,895 3,19055.9% $34.13万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $95.25万0.02%20,321 -2,453-10.8% -$11.50万 减仓
JBHT HUNT J B TRANS SVCS INC $95.37万0.02%3,295 63423.8% $18.35万 加仓
MDT MEDTRONIC PLC $96.08万0.02%12,281 -9,369-43.3% -$73.29万 减仓
IBIT ISHARES BITCOIN TRUST ETF $96.22万0.02%28,903 5,37522.8% $17.89万 加仓
PHM PULTE GROUP INC $96.80万0.02%7,055 6129.5% $8.40万 加仓
ALAB ASTERA LABS INC $97.18万0.02%2,012 -270-11.8% -$13.04万 减仓
JBBB JANUS DETROIT STR TR $98.23万0.02%20,745 -22,548-52.1% -$106.76万 减仓
MSTR STRATEGY INC $98.34万0.02%11,313 6,847153.3% $59.52万 加仓
IWY ISHARES TR $99.93万0.02%3,438 3,438— $99.93万 新建仓
DKNG DRAFTKINGS INC NEW 看涨期权 $100.53万0.02%39,800 4,20011.8% $10.61万 加仓
SCHV SCHWAB STRATEGIC TR $100.81万0.02%28,959 1,3735.0% $4.78万 加仓
WELL WELLTOWER INC $101.01万0.02%4,450 1,70962.3% $38.79万 加仓
IRM IRON MTN INC DEL $101.02万0.02%7,998 2,76852.9% $34.96万 加仓
MAIN MAIN STR CAP CORP $101.58万0.02%19,580 -241-1.2% -$1.25万 减仓
EMR EMERSON ELEC CO $102.09万0.02%7,131 2,03039.8% $29.06万 加仓
STK COLUMBIA SELIGM PREM TECH GR $102.35万0.02%19,000 00.0% — 不变
CW CURTISS WRIGHT CORP $102.61万0.02%1,354 47954.7% $36.30万 加仓
ALL ALLSTATE CORP $102.62万0.02%4,313 1,61960.1% $38.52万 加仓
TRV TRAVELERS COMPANIES INC $103.41万0.02%3,132 2498.6% $8.22万 加仓
CTAS CINTAS CORP $103.65万0.02%6,094 1,59335.4% $27.09万 加仓
MAS MASCO CORP $104.48万0.02%12,840 4,62456.3% $37.63万 加仓
DDOG DATADOG INC $104.74万0.02%4,023 80024.8% $20.83万 加仓
MNST MONSTER BEVERAGE CORP NEW $104.89万0.02%10,912 1,26313.1% $12.14万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $105.08万0.02%2,717 56326.1% $21.77万 加仓
SPMD SPDR SERIES TRUST $105.11万0.02%15,559 -850-5.2% -$5.74万 减仓