HUB Investment Partners, LLC
AUSTIN TX · SEC CIK 0001841815
$41.81亿2026Q1 申报市值
1,150持仓数
32.3%前十大占比 · 第一大 9.6%
232 / 65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
VOE 加仓+$2,821.60万
MSFT 加仓+$1,912.75万
BND 加仓+$1,769.94万
BSV 重新持有+$1,552.95万
AAPL 加仓+$1,483.30万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$1,182.54万
AOM 减仓-$1,165.69万
BSCV 减仓-$925.77万
SCHW 减仓-$864.61万
DELL 减仓-$628.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | $1,920.84万 | 0.46% | 171,091 | 281 | 0.2% | $3.15万 | 加仓 |
| V | VISA INC | $1,999.85万 | 0.48% | 66,168 | 13,440 | 25.5% | $406.21万 | 加仓 |
| QYLD | GLOBAL X FDS | $2,039.29万 | 0.49% | 1,189,090 | 89,683 | 8.2% | $153.81万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,041.02万 | 0.49% | 253,291 | 11,525 | 4.8% | $92.87万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,178.87万 | 0.52% | 47,265 | -5,824 | -11.0% | -$268.48万 | 减仓 |
| MS | MORGAN STANLEY | $2,420.36万 | 0.58% | 147,072 | -16,603 | -10.1% | -$273.24万 | 减仓 |
| ABBV | ABBVIE INC | $2,548.97万 | 0.61% | 117,199 | 8,515 | 7.8% | $185.19万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,582.68万 | 0.62% | 465,179 | 105,933 | 29.5% | $588.14万 | 加仓 |
| GOOG | ALPHABET INC | $2,805.57万 | 0.67% | 97,803 | 5,504 | 6.0% | $157.89万 | 加仓 |
| IXUS | ISHARES TR | $2,894.99万 | 0.69% | 334,140 | 33,748 | 11.2% | $292.39万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,901.41万 | 0.69% | 379,070 | 23,284 | 6.5% | $178.22万 | 加仓 |
| IVLU | ISHARES TR | $3,110.17万 | 0.74% | 783,813 | 40,457 | 5.4% | $160.53万 | 加仓 |
| SGOV | ISHARES TR | $3,380.57万 | 0.81% | 335,841 | 123,574 | 58.2% | $1,243.90万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3,418.44万 | 0.82% | 404,453 | 78,004 | 23.9% | $659.29万 | 加仓 |
| TSLA | TESLA INC | $3,798.50万 | 0.91% | 102,179 | 3,552 | 3.6% | $132.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,853.63万 | 0.92% | 80,418 | 28,484 | 54.8% | $1,364.95万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,954.33万 | 0.95% | 1,029,237 | -110,951 | -9.7% | -$426.27万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,971.22万 | 0.95% | 513,210 | 73,080 | 16.6% | $565.49万 | 加仓 |
| WMT | WALMART INC | $3,989.04万 | 0.95% | 320,972 | -111 | -0.0% | -$1.38万 | 减仓 |
| — | EXXON MOBIL CORP | $3,995.41万 | 0.96% | 235,495 | 43,195 | 22.5% | $732.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,063.73万 | 0.97% | 207,122 | -12,168 | -5.5% | -$238.74万 | 减仓 |
| PYLD | PIMCO ETF TR | $4,184.22万 | 1.00% | 1,597,029 | 157,409 | 10.9% | $412.41万 | 加仓 |
| AVGO | BROADCOM INC | $4,211.60万 | 1.01% | 136,073 | 12,371 | 10.0% | $382.90万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $4,347.65万 | 1.04% | 235,927 | 153,115 | 184.9% | $2,821.60万 | 加仓 |
| META | META PLATFORMS INC | $4,653.86万 | 1.11% | 81,343 | 10,400 | 14.7% | $595.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,660.65万 | 1.11% | 158,439 | 1,989 | 1.3% | $58.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4,740.03万 | 1.13% | 836,279 | 111,039 | 15.3% | $629.37万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,819.82万 | 1.15% | 928,138 | 103,843 | 12.6% | $539.26万 | 加仓 |
| GOOGL | ALPHABET INC | $5,556.87万 | 1.33% | 193,242 | 23,025 | 13.5% | $662.11万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,780.43万 | 1.38% | 681,333 | 39,625 | 6.2% | $336.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $6,195.33万 | 1.48% | 1,358,029 | 122,002 | 9.9% | $556.57万 | 加仓 |
| AMZN | AMAZON COM INC | $8,544.33万 | 2.04% | 410,253 | 19,564 | 5.0% | $407.46万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $9,111.65万 | 2.18% | 1,130,337 | 48,481 | 4.5% | $390.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,367.10万 | 2.24% | 253,048 | 51,672 | 25.7% | $1,912.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.16亿 | 2.76% | 360,285 | 41,444 | 13.0% | $1,329.57万 | 加仓 |
| AAPL | APPLE INC | $3.41亿 | 8.15% | 1,342,807 | 58,446 | 4.6% | $1,483.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.01亿 | 9.59% | 2,299,680 | 6,008 | 0.3% | $104.78万 | 加仓 |