HUB Investment Partners, LLC
AUSTIN TX · SEC CIK 0001841815
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | SKYWATER TECHNOLOGY INC 看涨期权 | $15.67万 | 0.00% | 4,500 | -7,100 | -61.2% | -$24.72万 | 减仓 |
| NOK | NOKIA CORP | $15.76万 | 0.00% | 11,864 | 11,864 | — | $15.76万 | 新建仓 |
| ILMN | ILLUMINA INC 看涨期权 | $15.82万 | 0.00% | 900 | 100 | 12.5% | $1.76万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $16.11万 | 0.00% | 14,447 | 1,659 | 13.0% | $1.85万 | 加仓 |
| ORCL | ORACLE CORP 看涨期权 | $16.12万 | 0.00% | 1,100 | -200 | -15.4% | -$2.93万 | 减仓 |
| — | PROSHARES TR | $16.27万 | 0.00% | 21,700 | 21,700 | — | $16.27万 | 新建仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $16.32万 | 0.00% | 11,707 | -603 | -4.9% | -$8,406 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $16.56万 | 0.00% | 3,586 | 360 | 11.2% | $1.66万 | 加仓 |
| — | NAVIENT CORPORATION | $17.14万 | 0.00% | 20,140 | 20,140 | — | $17.14万 | 新建仓 |
| BTAL | AGF INVTS TR | $17.64万 | 0.00% | 15,818 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC 看涨期权 | $17.64万 | 0.00% | 6,000 | 6,000 | — | $17.64万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $17.65万 | 0.00% | 21,606 | 9,605 | 80.0% | $7.85万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION 看涨期权 | $17.81万 | 0.00% | 1,600 | 500 | 45.5% | $5.57万 | 加仓 |
| TFSL | TFS FINL CORP | $17.88万 | 0.00% | 10,088 | 10,088 | — | $17.88万 | 新建仓 |
| NVDL | GRANITESHARES ETF TR 看涨期权 | $17.89万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $17.89万 | 0.00% | 14,109 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.05万 | 0.00% | 18,841 | 5,098 | 37.1% | $4.88万 | 重新持有 |
| HMY | HARMONY GOLD MNG LTD | $18.40万 | 0.00% | 12,100 | 12,100 | — | $18.40万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $18.47万 | 0.00% | 12,704 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $18.68万 | 0.00% | 17,791 | -7,332 | -29.2% | -$7.70万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $18.94万 | 0.00% | 13,233 | 13,233 | — | $18.94万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $19.25万 | 0.00% | 13,780 | 208 | 1.5% | $2,906 | 加仓 |
| TTD | THE TRADE DESK INC | $19.26万 | 0.00% | 10,653 | 991 | 10.3% | $1.79万 | 加仓 |
| NU | NU HLDGS LTD | $19.38万 | 0.00% | 14,509 | 3,477 | 31.5% | $4.65万 | 加仓 |
| NMR | NOMURA HLDGS INC | $19.73万 | 0.00% | 22,477 | 6,650 | 42.0% | $5.84万 | 加仓 |
| NKE | NIKE INC | $19.99万 | 0.00% | 4,871 | 2,100 | 75.8% | $8.62万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $20.15万 | 0.00% | 5,261 | 275 | 5.5% | $1.05万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $20.20万 | 0.00% | 2,081 | 2,081 | — | $20.20万 | 新建仓 |
| WHD | CACTUS INC | $20.23万 | 0.00% | 3,949 | 3,949 | — | $20.23万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $20.26万 | 0.00% | 3,235 | 405 | 14.3% | $2.54万 | 加仓 |
| MUNI | PIMCO ETF TR | $20.35万 | 0.00% | 3,868 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP 看涨期权 | $20.37万 | 0.00% | 400 | 400 | — | $20.37万 | 新建仓 |
| MBB | ISHARES TR | $20.44万 | 0.00% | 2,163 | -1,406 | -39.4% | -$13.29万 | 减仓 |
| EME | EMCOR GROUP INC | $20.50万 | 0.00% | 247 | 247 | — | $20.50万 | 新建仓 |
| XYZ | BLOCK INC 看涨期权 | $20.52万 | 0.00% | 2,700 | -2,100 | -43.8% | -$15.96万 | 减仓 |
| CSGP | COSTAR GROUP INC | $20.53万 | 0.00% | 7,251 | 7,251 | — | $20.53万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $20.54万 | 0.00% | 776 | 776 | — | $20.54万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $20.56万 | 0.00% | 1,099 | -26 | -2.3% | -$4,864 | 减仓 |
| AOS | SMITH A O CORP | $20.61万 | 0.00% | 3,286 | -2,805 | -46.1% | -$17.59万 | 减仓 |
| ICUI | ICU MED INC | $20.63万 | 0.00% | 1,407 | -73 | -4.9% | -$1.07万 | 重新持有 |
| FMS | FRESENIUS MEDICAL CARE AG | $20.68万 | 0.00% | 9,147 | 9,147 | — | $20.68万 | 新建仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $20.74万 | 0.00% | 14,031 | 14,031 | — | $20.74万 | 新建仓 |
| AON | AON PLC | $20.76万 | 0.00% | 626 | 626 | — | $20.76万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $20.77万 | 0.00% | 8,031 | -426 | -5.0% | -$1.10万 | 减仓 |
| PFFA | ETFIS SER TR I | $20.78万 | 0.00% | 10,104 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP 看涨期权 | $20.79万 | 0.00% | 4,500 | -500 | -10.0% | -$2.31万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $20.81万 | 0.00% | 17,339 | 2,234 | 14.8% | $2.68万 | 加仓 |
| RDWR | RADWARE LTD | $20.82万 | 0.00% | 6,746 | 6,746 | — | $20.82万 | 新建仓 |
| LEA | LEAR CORP | $20.82万 | 0.00% | 1,553 | 1,553 | — | $20.82万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $20.84万 | 0.00% | 2,675 | 2,675 | — | $20.84万 | 新建仓 |
| AEHR | AEHR TEST SYS | $20.84万 | 0.00% | 2,170 | -3,300 | -60.3% | -$31.70万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $20.86万 | 0.00% | 680 | -233 | -25.5% | -$7.15万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $20.90万 | 0.00% | 3,954 | 3,954 | — | $20.90万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $20.91万 | 0.00% | 773 | 773 | — | $20.91万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $20.93万 | 0.00% | 928 | 928 | — | $20.93万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.93万 | 0.00% | 625 | 625 | — | $20.93万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $20.94万 | 0.00% | 5,100 | -6,400 | -55.7% | -$26.27万 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $20.99万 | 0.00% | 15,422 | 234 | 1.5% | $3,185 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $21.00万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED 看涨期权 | $21.04万 | 0.00% | 4,600 | 3,800 | 475.0% | $17.38万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $21.06万 | 0.00% | 1,341 | 1,341 | — | $21.06万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $21.11万 | 0.00% | 2,568 | 2,568 | — | $21.11万 | 新建仓 |
| CE | CELANESE CORP DEL | $21.11万 | 0.00% | 4,589 | 4,589 | — | $21.11万 | 新建仓 |
| SE | SEA LTD | $21.19万 | 0.00% | 2,211 | 2,211 | — | $21.19万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $21.20万 | 0.00% | 10,070 | 10,070 | — | $21.20万 | 新建仓 |
| CRH | CRH PLC | $21.22万 | 0.00% | 1,983 | 1,983 | — | $21.22万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $21.23万 | 0.00% | 3,422 | 3,422 | — | $21.23万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.24万 | 0.00% | 1,128 | 1,128 | — | $21.24万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $21.29万 | 0.00% | 2,459 | -94 | -3.7% | -$8,139 | 减仓 |
| FTNT | FORTINET INC 看涨期权 | $21.51万 | 0.00% | 1,400 | 200 | 16.7% | $3.07万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $21.54万 | 0.00% | 5,368 | 5,368 | — | $21.54万 | 新建仓 |
| GTX | GARRETT MOTION INC | $21.58万 | 0.00% | 5,956 | 5,956 | — | $21.58万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.58万 | 0.00% | 1,324 | 1,324 | — | $21.58万 | 新建仓 |
| PWR | QUANTA SVCS INC 看涨期权 | $21.60万 | 0.00% | 300 | -200 | -40.0% | -$14.40万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $21.64万 | 0.00% | 11,202 | 11,202 | — | $21.64万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $21.66万 | 0.00% | 4,870 | 4,870 | — | $21.66万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $21.67万 | 0.00% | 2,807 | 2,807 | — | $21.67万 | 新建仓 |
| BIDU | BAIDU INC 看涨期权 | $21.72万 | 0.00% | 1,900 | 200 | 11.8% | $2.29万 | 加仓 |
| MTUM | ISHARES TR | $21.86万 | 0.00% | 638 | 638 | — | $21.86万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $21.87万 | 0.00% | 9,224 | 9,224 | — | $21.87万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $21.92万 | 0.00% | 841 | 841 | — | $21.92万 | 新建仓 |
| AA | ALCOA CORP | $22.11万 | 0.00% | 4,240 | 4,240 | — | $22.11万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.17万 | 0.00% | 2,901 | 2,901 | — | $22.17万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $22.17万 | 0.00% | 2,330 | 2,330 | — | $22.17万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $22.18万 | 0.00% | 483 | 483 | — | $22.18万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $22.18万 | 0.00% | 749 | -280 | -27.2% | -$8.29万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看涨期权 | $22.21万 | 0.00% | 1,300 | 1,300 | — | $22.21万 | 新建仓 |
| STE | STERIS PLC | $22.30万 | 0.00% | 1,059 | 1,059 | — | $22.30万 | 新建仓 |
| Z | ZILLOW GROUP INC | $22.34万 | 0.00% | 7,086 | 7,086 | — | $22.34万 | 新建仓 |
| AZO | AUTOZONE INC | $22.37万 | 0.00% | 70 | -9 | -11.4% | -$2.88万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $22.38万 | 0.00% | 3,295 | 3,295 | — | $22.38万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $22.43万 | 0.00% | 2,524 | -1,141 | -31.1% | -$10.14万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $22.48万 | 0.00% | 176 | 176 | — | $22.48万 | 新建仓 |
| PSMT | PRICESMART INC | $22.52万 | 0.00% | 1,153 | 1,153 | — | $22.52万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $22.53万 | 0.00% | 5,699 | 5,699 | — | $22.53万 | 新建仓 |
| CHAT | TIDAL TRUST II | $22.54万 | 0.00% | 2,284 | 2,284 | — | $22.54万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $22.65万 | 0.00% | 1,583 | -340 | -17.7% | -$4.87万 | 减仓 |
| CVNA | CARVANA CO | $22.69万 | 0.00% | 3,447 | 3,447 | — | $22.69万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $22.73万 | 0.00% | 3,033 | -39 | -1.3% | -$2,923 | 减仓 |
| GGLL | DIREXION SHARES ETF TRUST 看涨期权 | $22.74万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |