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
TXG 10X GENOMICS INC $105.22万0.02%27,444 -2,218-7.5% -$8.50万 减仓
FNV FRANCO NEV CORP $105.27万0.02%5,050 -29-0.6% -$6,045 减仓
VRTX VERTEX PHARMACEUTICALS INC $106.30万0.02%2,140 31117.0% $15.45万 加仓
TER TERADYNE INC $107.72万0.02%2,226 47827.3% $23.13万 加仓
HWC HANCOCK WHITNEY CORPORATION $108.79万0.02%14,560 10,974306.0% $82.00万 加仓
IONQ IONQ INC $108.84万0.02%20,435 1,5058.0% $8.02万 加仓
IQDF FLEXSHARES TR $109.02万0.02%31,545 3,92514.2% $13.56万 加仓
SYY SYSCO CORP $109.24万0.02%13,070 1,43012.3% $11.95万 加仓
AVGE AMERICAN CENTY ETF TR $110.36万0.02%11,136 6165.9% $6.10万 加仓
FTNT FORTINET INC $110.36万0.02%7,184 87213.8% $13.40万 加仓
TGT TARGET CORP $111.68万0.02%8,551 6618.4% $8.63万 加仓
MMM 3M CO $111.77万0.02%6,903 1,14619.9% $18.55万 加仓
SCCO SOUTHERN COPPER CORP $112.33万0.02%6,446 1,08120.1% $18.84万 加仓
SCHF SCHWAB STRATEGIC TR $112.34万0.02%40,555 11,54939.8% $31.99万 加仓
VHT VANGUARD WORLD FD $112.91万0.02%3,776 2,867315.4% $85.73万 加仓
LNG CHENIERE ENERGY INC $113.70万0.02%4,757 2385.3% $5.69万 加仓
TOWN TOWNEBANK PORTSMOUTH VA $113.82万0.02%31,406 2850.9% $1.03万 加仓
DASH DOORDASH INC $113.95万0.02%6,175 -2,855-31.6% -$52.68万 减仓
IGM ISHARES TR $114.51万0.02%7,000 7,000— $114.51万 新建仓
HOOD ROBINHOOD MKTS INC $115.71万0.02%11,539 8367.8% $8.38万 加仓
GDX VANECK ETF TRUST $116.29万0.02%15,412 1320.9% $9,960 加仓
PRU PRUDENTIAL FINL INC $116.35万0.02%10,780 -825-7.1% -$8.90万 减仓
EXPE EXPEDIA GROUP INC $116.37万0.02%4,548 42510.3% $10.87万 加仓
SCHA SCHWAB STRATEGIC TR $116.50万0.02%32,246 11,36254.4% $41.05万 加仓
RSP INVESCO EXCHANGE TRADED FD T $116.98万0.02%5,498 2,19166.3% $46.62万 加仓
HYMC HYCROFT MINING HOLDING CORP $117.00万0.02%50,000 -25-0.0% -$585 减仓
BBDC BARINGS BDC INC $117.24万0.02%137,608 -24,038-14.9% -$20.48万 减仓
USB US BANCORP $117.30万0.02%19,421 5,22936.8% $31.58万 加仓
CIEN CIENA CORP $117.98万0.02%2,405 90760.5% $44.49万 加仓
TFC TRUIST FINL CORP $118.20万0.02%23,725 -6,504-21.5% -$32.40万 减仓
PAAA PGIM ETF TR $119.01万0.02%23,212 23,212— $119.01万 新建仓
ONEQ FIDELITY COMWLTH TR $119.19万0.02%11,547 -350-2.9% -$3.61万 减仓
JVAL J P MORGAN EXCHANGE TRADED F $119.79万0.02%20,428 -389-1.9% -$2.28万 减仓
VRT VERTIV HOLDINGS CO 看涨期权 $120.54万0.02%3,600 -200-5.3% -$6.70万 减仓
FPE FIRST TR EXCH TRADED FD III $120.87万0.02%67,601 -31,274-31.6% -$55.92万 减仓
DGRO ISHARES TR $122.07万0.02%16,106 3,62929.1% $27.50万 加仓
DLR DIGITAL RLTY TR INC $122.84万0.02%6,840 3,02179.1% $54.25万 加仓
GD GENERAL DYNAMICS CORP $123.60万0.02%3,489 1805.4% $6.38万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $123.64万0.02%9,028 1,14014.5% $15.61万 加仓
BSJQ INVESCO EXCH TRD SLF IDX FD $123.74万0.02%53,906 -18,923-26.0% -$43.44万 减仓
LIN LINDE PLC $124.40万0.02%2,397 37118.3% $19.25万 加仓
ABNB AIRBNB INC $124.65万0.02%8,711 94412.2% $13.51万 加仓
BNY BANK OF NY MELLON CORP $125.86万0.02%8,704 5246.4% $7.58万 加仓
SPTL SPDR SERIES TRUST $126.22万0.02%48,119 600.1% $1,574 加仓
AMZN AMAZON COM INC 看涨期权 $126.32万0.02%5,300 4008.2% $9.53万 加仓
AMDL GRANITESHARES ETF TR $126.61万0.02%15,300 -1,700-10.0% -$14.07万 减仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $126.95万0.02%1,700 1,100183.3% $82.14万 重新持有
FRO FRONTLINE PLC $129.04万0.02%37,092 37,092— $129.04万 新建仓
IBM INTERNATIONAL BUSINESS MACHS 看涨期权 $129.36万0.02%4,600 -200-4.2% -$5.62万 减仓
REGN REGENERON PHARMACEUTICALS $129.63万0.02%2,079 89976.2% $56.06万 加仓
IEF ISHARES TR $129.96万0.02%13,742 2,39521.1% $22.65万 加仓
CNQ CANADIAN NAT RES LTD MED TER $130.41万0.02%33,015 1,8666.0% $7.37万 加仓
BIZD VANECK ETF TRUST $130.98万0.02%103,460 103,460— $130.98万 新建仓
EBAY EBAY INC. $131.31万0.02%11,750 2,53527.5% $28.33万 加仓
GCOW PACER FDS TR $131.38万0.02%30,341 1720.6% $7,448 加仓
BSJT INVESCO EXCH TRD SLF IDX FD $131.66万0.02%62,312 2,3814.0% $5.03万 加仓
VMI VALMONT INDS INC $131.75万0.02%2,281 1919.1% $11.03万 加仓
LOW LOWES COS INC $131.76万0.02%5,976 -584-8.9% -$12.88万 减仓
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $131.84万0.02%11,300 2,50028.4% $29.17万 加仓
AOM ISHARES TR $132.57万0.02%26,573 -8,842-25.0% -$44.11万 减仓
COIN COINBASE GLOBAL INC $133.75万0.02%9,149 2,01828.3% $29.50万 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $133.98万0.02%36,716 -5,071-12.1% -$18.50万 减仓
Q QNITY ELECTRONICS INC $134.19万0.02%8,217 1,78927.8% $29.22万 加仓
BA BOEING CO 看涨期权 $134.21万0.02%6,200 70012.7% $15.15万 加仓
PDI PIMCO DYNAMIC INCOME FD $134.36万0.02%80,453 -27,182-25.3% -$45.39万 减仓
MDLZ MONDELEZ INTL INC $135.42万0.02%23,413 1,6497.6% $9.54万 加仓
CNC CENTENE CORP DEL $136.17万0.02%21,214 3,58720.3% $23.02万 加仓
CIEN CIENA CORP 看涨期权 $137.36万0.02%2,800 90047.4% $44.15万 加仓
SMCI SUPER MICRO COMPUTER INC $137.37万0.02%46,837 2,1214.7% $6.22万 加仓
SPCX SPACE EXPLORATION TECHN CORP $138.10万0.02%8,083 8,083— $138.10万 新建仓
COST COSTCO WHOLESALE CORPORATION 看涨期权 $140.32万0.03%1,500 -300-16.7% -$28.06万 减仓
SHEL SHELL PLC $140.39万0.03%18,106 1,4198.5% $11.00万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $140.42万0.03%14,951 -245-1.6% -$2.30万 减仓
LQD ISHARES TR $141.04万0.03%12,931 -44-0.3% -$4,799 减仓
NOC NORTHROP GRUMMAN CORP $141.10万0.03%2,770 62229.0% $31.68万 加仓
F FORD MTR CO $141.19万0.03%101,575 19,03623.1% $26.46万 加仓
MSI MOTOROLA SOLUTIONS INC $141.55万0.03%3,409 491.5% $2.03万 加仓
ITOT ISHARES TR $142.17万0.03%8,655 6,608322.8% $108.55万 加仓
SO SOUTHERN CO $142.66万0.03%14,906 -267-1.8% -$2.56万 减仓
TJX TJX COS INC NEW $144.35万0.03%9,528 2,91744.1% $44.19万 加仓
EEM ISHARES TR $144.43万0.03%21,112 7503.7% $5.13万 加仓
O REALTY INCOME CORP $145.10万0.03%23,419 3,45417.3% $21.40万 加仓
TRMK TRUSTMARK CORP $145.56万0.03%31,636 31,636— $145.56万 新建仓
COHR COHERENT CORP 看涨期权 $145.95万0.03%3,700 1,10042.3% $43.39万 加仓
ARM ARM HOLDINGS PLC $146.83万0.03%4,141 1,99693.1% $70.77万 加仓
UEC URANIUM ENERGY CORP $147.07万0.03%137,964 8350.6% $8,901 加仓
AAPL APPLE INC 看涨期权 $147.57万0.03%5,100 -200-3.8% -$5.79万 减仓
CL COLGATE PALMOLIVE CO $148.25万0.03%16,170 2,92322.1% $26.80万 加仓
DRAM ROUNDHILL ETF TRUST $148.73万0.03%20,139 20,139— $148.73万 新建仓
FRT FEDERAL RLTY INVT TR NEW $150.40万0.03%12,184 1,98419.5% $24.49万 加仓
STWD STARWOOD PPTY TR INC $153.80万0.03%93,898 -21,063-18.3% -$34.50万 减仓
TFLO ISHARES TR $153.94万0.03%30,404 17,669138.7% $89.46万 加仓
BSJR INVESCO EXCH TRD SLF IDX FD $154.15万0.03%68,987 4,1906.5% $9.36万 加仓
RJF RAYMOND JAMES FINL INC $154.48万0.03%10,161 1992.0% $3.03万 加仓
— SKYWATER TECHNOLOGY INC $154.50万0.03%44,370 -4,952-10.0% -$17.24万 减仓
NVS NOVARTIS AG $156.06万0.03%9,958 3,30049.6% $51.72万 加仓
SOFI SOFI TECHNOLOGIES INC $156.34万0.03%87,197 5,0456.1% $9.05万 加仓
DAL DELTA AIR LINES INC $156.37万0.03%16,695 8,29998.8% $77.73万 加仓
SPTM SPDR SERIES TRUST $157.84万0.03%17,385 8985.4% $8.15万 加仓
HON HONEYWELL INTL INC $158.43万0.03%7,076 -5,306-42.9% -$118.80万 减仓