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
CMI CUMMINS INC $158.50万0.03%2,222 -135-5.7% -$9.63万 减仓
NEM NEWMONT CORP $159.27万0.03%17,052 -220-1.3% -$2.05万 减仓
CSX CSX CORP $159.64万0.03%33,586 3,05210.0% $14.51万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $160.21万0.03%77,526 5,3787.5% $11.11万 加仓
HWM HOWMET AEROSPACE INC $160.44万0.03%5,968 55910.3% $15.03万 加仓
VONV VANGUARD SCOTTSDALE FDS $161.30万0.03%15,173 4703.2% $5.00万 加仓
HONA HONEYWELL AEROSPACE INC $161.63万0.03%7,311 7,311— $161.63万 新建仓
WPM WHEATON PRECIOUS METALS CORP $162.59万0.03%14,476 6244.5% $7.01万 加仓
EGP EASTGROUP PPTYS INC $163.36万0.03%8,066 4,832149.4% $97.86万 加仓
WDC WESTERN DIGITAL CORP $163.40万0.03%2,558 1656.9% $10.54万 加仓
— NEOS ETF TRUST $163.98万0.03%29,803 2,5059.2% $13.78万 加仓
CLS CELESTICA INC 看涨期权 $164.16万0.03%4,500 1,80066.7% $65.66万 加仓
B BARRICK MNG CORP $166.31万0.03%45,278 2,6466.2% $9.72万 加仓
WM WASTE MGMT INC DEL $166.73万0.03%7,481 650.9% $1.45万 加仓
IVE ISHARES TR $168.44万0.03%7,419 2,53151.8% $57.47万 加仓
XLK SELECT SECTOR SPDR TR $169.02万0.03%8,871 1,94228.0% $37.00万 加仓
IEFA ISHARES TR $170.95万0.03%17,700 -647-3.5% -$6.25万 减仓
SBUX STARBUCKS CORP $171.64万0.03%16,796 3,77829.0% $38.61万 加仓
ARCC ARES CAPITAL CORP $174.41万0.03%94,125 -1,332-1.4% -$2.47万 减仓
SCHB SCHWAB STRATEGIC TR $174.59万0.03%60,288 6791.1% $1.97万 加仓
VTEB VANGUARD MUN BD FDS $178.94万0.03%35,378 -6,067-14.6% -$30.69万 减仓
SIRI SIRIUSXM HOLDINGS INC $179.68万0.03%60,825 60,825— $179.68万 新建仓
OHI OMEGA HEALTHCARE INVS INC $180.42万0.03%37,839 2,6977.7% $12.86万 加仓
KKR KKR & CO INC $180.71万0.03%19,689 1,5888.8% $14.57万 加仓
FXE INVESCO CURRENCYSHARES EURO $183.89万0.03%17,440 17,440— $183.89万 新建仓
SPYG SPDR SERIES TRUST $185.81万0.03%15,616 2,33817.6% $27.82万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 $186.25万0.03%3,900 -10,400-72.7% -$496.67万 减仓
MELI MERCADOLIBRE INC 看涨期权 $186.71万0.03%1,100 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $188.38万0.03%18,280 18,280— $188.38万 新建仓
IWD ISHARES TR $196.77万0.04%8,116 1,41021.0% $34.18万 加仓
NOW SERVICENOW INC $197.38万0.04%19,881 10,386109.4% $103.11万 加仓
DE DEERE & CO $197.42万0.04%3,112 35212.8% $22.33万 加仓
EFA ISHARES TR $199.25万0.04%19,180 10,153112.5% $105.47万 加仓
ROK ROCKWELL AUTOMATION INC $199.80万0.04%4,036 59017.1% $29.21万 加仓
BABA ALIBABA GROUP HLDG LTD $199.85万0.04%20,822 1,3797.1% $13.24万 加仓
ITW ILLINOIS TOOL WKS INC $201.69万0.04%7,457 2,20341.9% $59.58万 加仓
BOTZ GLOBAL X FDS $202.22万0.04%53,300 2030.4% $7,702 加仓
CLS CELESTICA INC $203.85万0.04%5,588 1,40133.5% $51.11万 加仓
LLY ELI LILLY & CO 看涨期权 $203.90万0.04%1,700 1,300325.0% $155.93万 加仓
VXF VANGUARD INDEX FDS $204.26万0.04%8,296 1,10515.4% $27.21万 加仓
PAA PLAINS ALL AMERN PIPELINE L $206.04万0.04%92,562 -16,141-14.8% -$35.93万 减仓
AMGN AMGEN INC $208.23万0.04%5,750 1,64540.1% $59.57万 加仓
ED CONSOLIDATED EDISON INC $208.63万0.04%18,859 3,21120.5% $35.52万 加仓
VRP INVESCO EXCH TRADED FD TR II $208.82万0.04%85,900 -115-0.1% -$2,796 减仓
CVS CVS HEALTH CORP $210.31万0.04%20,329 1,3407.1% $13.86万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $213.30万0.04%42,531 42,531— $213.30万 新建仓
BSCX INVESCO EXCH TRD SLF IDX FD $214.01万0.04%101,642 8,3589.0% $17.60万 加仓
META META PLATFORMS INC 看涨期权 $214.05万0.04%3,800 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $214.15万0.04%12,183 -954-7.3% -$16.77万 减仓
IVW ISHARES TR $214.69万0.04%15,610 7,67996.8% $105.61万 加仓
— INVESCO VALUE MUN INCOME TR $216.40万0.04%169,996 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $218.38万0.04%26,940 26,940— $218.38万 新建仓
FDVV FIDELITY COVINGTON TRUST $222.83万0.04%36,960 36,960— $222.83万 新建仓
PHYS SPROTT ASSET MANAGEMENT LP $224.58万0.04%74,438 6,2909.2% $18.98万 加仓
TQQQ PROSHARES TR $225.03万0.04%27,782 3,35613.7% $27.18万 加仓
SCHX SCHWAB STRATEGIC TR $225.47万0.04%76,613 8,91813.2% $26.25万 加仓
VSS VANGUARD INTL EQUITY INDEX F $225.48万0.04%14,614 4283.0% $6.60万 加仓
COF CAPITAL ONE FINL CORP $225.50万0.04%11,240 3,07537.7% $61.69万 加仓
BMY BRISTOL-MYERS SQUIBB CO $227.51万0.04%39,485 12,05243.9% $69.44万 加仓
DKS DICKS SPORTING GOODS INC $227.51万0.04%10,031 -112-1.1% -$2.54万 减仓
BSCW INVESCO EXCH TRD SLF IDX FD $230.54万0.04%112,404 12,48912.5% $25.62万 加仓
D DOMINION ENERGY INC $230.70万0.04%33,782 1,1793.6% $8.05万 加仓
AMLP ALPS ETF TR $232.20万0.04%44,783 2,0154.7% $10.45万 加仓
CCL CARNIVAL CORP LTD $233.92万0.04%81,875 81,875— $233.92万 新建仓
AVGO BROADCOM INC 看涨期权 $234.21万0.04%6,200 2,90087.9% $109.55万 加仓
ISCV ISHARES TR $234.96万0.04%30,000 30,000— $234.96万 新建仓
UAL UNITED AIRLS HLDGS INC $235.33万0.04%17,305 -9,434-35.3% -$128.29万 减仓
VBK VANGUARD INDEX FDS $241.41万0.04%6,601 2,30553.7% $84.30万 加仓
MPC MARATHON PETE CORP $245.73万0.04%9,611 500.5% $1.28万 加仓
VTES VANGUARD WELLINGTON FD $246.86万0.04%24,367 16,131195.9% $163.42万 加仓
SCHE SCHWAB STRATEGIC TR $246.96万0.04%68,109 -967-1.4% -$3.51万 减仓
CALI BLACKROCK ETF TRUST II $247.23万0.04%48,922 41,757582.8% $211.02万 加仓
SCHG SCHWAB STRATEGIC TR $248.33万0.04%73,382 31,50975.2% $106.63万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $251.17万0.05%128,640 -6,466-4.8% -$12.62万 减仓
URI UNITED RENTALS INC $255.81万0.05%2,258 331.5% $3.74万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $257.37万0.05%2,667 29712.5% $28.66万 加仓
RCL ROYAL CARIBBEAN GROUP $257.85万0.05%8,120 7009.4% $22.23万 加仓
WES WESTERN MIDSTREAM PARTNERS L $259.14万0.05%59,219 -1,343-2.2% -$5.88万 减仓
LIT GLOBAL X FDS $260.96万0.05%33,336 00.0% — 不变
AXP AMERICAN EXPRESS CO $261.79万0.05%7,739 2,35343.7% $79.59万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $262.82万0.05%139,280 14,88012.0% $28.08万 加仓
USD PROSHARES TR $263.28万0.05%25,253 330.1% $3,441 加仓
VLO VALERO ENERGY CORP $263.96万0.05%10,135 3,71757.9% $96.81万 加仓
SCHW SCHWAB CHARLES CORP $264.00万0.05%28,612 -12,887-31.1% -$118.91万 减仓
COHR COHERENT CORP $266.70万0.05%6,761 4,809246.4% $189.70万 加仓
DGRW WISDOMTREE TR $267.75万0.05%28,002 4,33218.3% $41.42万 加仓
EPR EPR PPTYS $274.06万0.05%47,244 2,6505.9% $15.37万 加仓
LMT LOCKHEED MARTIN CORP $276.77万0.05%5,433 88519.5% $45.08万 加仓
NNI NELNET INC $277.81万0.05%20,836 5002.5% $6.67万 加仓
ASML ASML HLDG NV 看涨期权 $278.52万0.05%1,400 1007.7% $19.89万 加仓
RAAX VANECK ETF TRUST $281.26万0.05%70,901 70,901— $281.26万 新建仓
— DIMENSIONAL ETF TRUST $282.77万0.05%63,744 250.0% $1,109 加仓
CLOA BLACKROCK ETF TRUST II $283.78万0.05%54,667 -5,875-9.7% -$30.50万 减仓
MUU DIREXION SHARES ETF TRUST $285.78万0.05%2,725 2,725— $285.78万 新建仓
KMI KINDER MORGAN INC DEL $287.49万0.05%89,924 13,30417.4% $42.53万 加仓
AMT AMERICAN TOWER CORP $290.75万0.05%17,775 -314-1.7% -$5.14万 减仓
VAL VALARIS LTD $291.30万0.05%40,124 1240.3% $9,002 加仓
PLTR PALANTIR TECHNOLOGIES INC 看跌期权 $291.68万0.05%25,000 -1,800-6.7% -$21.00万 减仓
IWS ISHARES TR $292.94万0.05%17,797 1610.9% $2.65万 加仓
PFF ISHARES TR $299.36万0.05%98,183 -1,003-1.0% -$3.06万 减仓