13F 机构持仓

HUB Investment Partners, LLC

AUSTIN TX · SEC CIK 0001841815

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.6%
AAPL 8.2%
VTI 2.8%
MSFT 2.2%
AVLV 2.2%
AMZN 2.0%
FBND 1.5%
AVDE 1.4%
GOOGL 1.3%
BINC 1.2%

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
TD TORONTO DOMINION BK ONT $22.90万0.01%2,454 2,454— $22.90万 新建仓
— INVESCO EXCH TRD SLF IDX FD $22.92万0.01%8,816 95812.2% $2.49万 加仓
DTE DTE ENERGY CO $22.96万0.01%1,570 1,570— $22.96万 新建仓
L LOEWS CORP $22.98万0.01%2,153 2,153— $22.98万 新建仓
FISV FISERV INC $23.00万0.01%4,121 77323.1% $4.31万 加仓
JNK SPDR SERIES TRUST $23.01万0.01%2,404 00.0% — 不变
UNM UNUM GROUP $23.06万0.01%3,157 -667-17.4% -$4.87万 减仓
TSLL DIREXION SHARES ETF TRUST $23.06万0.01%18,983 -500-2.6% -$6,075 减仓
QQQ INVESCO QQQ TR 看跌期权 $23.09万0.01%400 -3,400-89.5% -$196.24万 减仓
LNC LINCOLN NATL CORP IND $23.28万0.01%6,559 6,559— $23.28万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $23.37万0.01%3,728 53116.6% $3.33万 加仓
VCR VANGUARD WORLD FD $23.37万0.01%651 9016.0% $3.23万 加仓
OLED UNIVERSAL DISPLAY CORP $23.40万0.01%2,553 -406-13.7% -$3.72万 减仓
POST POST HLDGS INC $23.42万0.01%2,369 2,369— $23.42万 新建仓
DBX DROPBOX INC $23.47万0.01%10,330 -1,473-12.5% -$3.35万 减仓
PRI PRIMERICA INC $23.62万0.01%943 943— $23.62万 新建仓
AHR AMERICAN HEALTHCARE REIT INC $23.65万0.01%5,014 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $23.89万0.01%1,388 -424-23.4% -$7.30万 减仓
IMO IMPERIAL OIL LTD $23.90万0.01%1,827 1,827— $23.90万 新建仓
BNDX VANGUARD CHARLOTTE FDS $23.96万0.01%4,986 59813.6% $2.87万 重新持有
ETSY ETSY INC $23.97万0.01%4,796 -1,445-23.2% -$7.22万 重新持有
TDG TRANSDIGM GROUP INC $24.09万0.01%208 -105-33.5% -$12.16万 减仓
BKLC BNY MELLON ETF TRUST $24.33万0.01%1,949 00.0% — 不变
BALL BALL CORP $24.36万0.01%4,121 4,121— $24.36万 新建仓
IUSV ISHARES TR $24.37万0.01%2,384 2,384— $24.37万 新建仓
CNA CNA FINL CORP $24.44万0.01%5,323 5,323— $24.44万 新建仓
LULU LULULEMON ATHLETICA INC 看涨期权 $24.50万0.01%1,600 00.0% — 不变
DOW DOW HLDGS INC $24.50万0.01%5,883 5,883— $24.50万 新建仓
GIS GENERAL MILLS INC $24.55万0.01%6,595 1,90440.6% $7.09万 加仓
MLM MARTIN MARIETTA MATLS INC $24.55万0.01%417 417— $24.55万 新建仓
TOL TOLL BROTHERS INC $24.73万0.01%1,812 1,812— $24.73万 新建仓
VHT VANGUARD WORLD FD $24.76万0.01%909 -1,341-59.6% -$36.52万 减仓
PKG PACKAGING CORP AMER $24.80万0.01%1,168 -12-1.0% -$2,548 减仓
DECK DECKERS OUTDOOR CORP $24.92万0.01%2,490 37017.5% $3.70万 加仓
MSTR STRATEGY INC 看涨期权 $24.96万0.01%2,000 -25,500-92.7% -$318.24万 减仓
CPT CAMDEN PPTY TR $24.97万0.01%2,557 -1,404-35.4% -$13.71万 减仓
ALAB ASTERA LABS INC $25.01万0.01%2,282 -1,029-31.1% -$11.28万 减仓
CRL CHARLES RIV LABS INTL INC $25.05万0.01%1,452 -113-7.2% -$1.95万 减仓
— WARNER BROS DISCOVERY INC $25.10万0.01%9,142 7418.8% $2.03万 加仓
SNPS SYNOPSYS INC $25.18万0.01%635 635— $25.18万 新建仓
— TOPBUILD COR $25.22万0.01%718 91.3% $3,162 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $25.24万0.01%14,876 1,1868.7% $2.01万 加仓
ING ING GROEP N.V. $25.38万0.01%9,742 9,742— $25.38万 新建仓
AEG AEGON LTD $25.46万0.01%35,074 23,714208.8% $17.22万 加仓
FSK FS KKR CAP CORP $25.58万0.01%25,123 4,88524.1% $4.97万 加仓
KVUE KENVUE INC $25.61万0.01%14,854 -165-1.1% -$2,845 减仓
SPHY SPDR SERIES TRUST $25.65万0.01%11,000 -500-4.3% -$1.17万 减仓
— PIMCO INCOME STRATEGY FD II $25.70万0.01%37,296 -38,367-50.7% -$26.43万 减仓
EXLS EXLSERVICE HLDGS INC $25.75万0.01%8,457 1,24917.3% $3.80万 加仓
GMED GLOBUS MED INC 看涨期权 $25.85万0.01%3,000 1,00050.0% $8.62万 加仓
KB KB FINL GROUP INC $25.85万0.01%2,592 773.1% $7,679 加仓
SEIC SEI INVTS CO $25.90万0.01%3,300 3,300— $25.90万 新建仓
ZS ZSCALER INC $25.95万0.01%1,850 50.3% $701 加仓
AME AMETEK INC $25.98万0.01%1,212 1,212— $25.98万 新建仓
LULU LULULEMON ATHLETICA INC $26.07万0.01%1,703 1,048160.0% $16.04万 加仓
AMBP ARDAGH METAL PACKAGING S A $26.16万0.01%64,583 64,583— $26.16万 新建仓
PPL PPL CORP $26.19万0.01%6,856 6,856— $26.19万 新建仓
XLY SELECT SECTOR SPDR TR $26.24万0.01%2,408 2,408— $26.24万 新建仓
MTG MGIC INVT CORP WIS $26.28万0.01%10,011 -895-8.2% -$2.35万 减仓
GAP GAP INC $26.28万0.01%10,860 2,18725.2% $5.29万 加仓
TROW PRICE T ROWE GROUP INC $26.28万0.01%2,916 43417.5% $3.91万 加仓
SPB SPECTRUM BRANDS HOLDINGS INC $26.29万0.01%3,567 -769-17.7% -$5.67万 减仓
— ELECTRONIC ARTS INC $26.43万0.01%1,296 1,296— $26.43万 新建仓
DLTR DOLLAR TREE INC $26.47万0.01%2,417 2,417— $26.47万 新建仓
OKLO OKLO INC $26.47万0.01%5,338 3,009129.2% $14.92万 重新持有
SOLS SOLSTICE ADVANCED MATLS INC $26.49万0.01%3,478 3,478— $26.49万 新建仓
AEE AMEREN CORP $26.67万0.01%2,426 2,426— $26.67万 新建仓
AZO AUTOZONE INC $26.68万0.01%79 1727.4% $5.74万 加仓
AGO ASSURED GUARANTY LTD $26.81万0.01%3,290 3,290— $26.81万 新建仓
LVS LAS VEGAS SANDS CORP 看涨期权 $26.94万0.01%5,000 5,000— $26.94万 新建仓
— BLACKROCK HEALTH SCIENCES TR $26.96万0.01%7,000 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $27.00万0.01%2,830 2,830— $27.00万 新建仓
CGNX COGNEX CORP $27.02万0.01%5,515 5,515— $27.02万 新建仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $27.06万0.01%1,000 600150.0% $16.24万 加仓
SRE SEMPRA $27.06万0.01%2,785 2108.2% $2.04万 加仓
— PGIM HIGH YIELD BOND FUND IN $27.10万0.01%20,590 20,590— $27.10万 新建仓
PTC PTC INC $27.17万0.01%1,907 1,907— $27.17万 新建仓
IDV ISHARES TR $27.18万0.01%6,387 6,387— $27.18万 新建仓
PWR QUANTA SVCS INC 看涨期权 $27.45万0.01%500 00.0% — 重新持有
NXT NEXTPOWER INC $27.47万0.01%2,279 2,279— $27.47万 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $27.56万0.01%46,095 30,745200.3% $18.39万 加仓
FHB FIRST HAWAIIAN INC $27.60万0.01%11,201 11,201— $27.60万 新建仓
APLE APPLE HOSPITALITY REIT INC $27.62万0.01%24,000 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $27.66万0.01%14,000 00.0% — 不变
XPCQX PIMCO CALIF MUN INCOME FD $27.71万0.01%32,295 -3,100-8.8% -$2.66万 减仓
RITM RITHM CAPITAL CORP $27.82万0.01%29,342 1,5885.7% $1.51万 加仓
UFOX ETF SER SOLUTIONS $27.84万0.01%4,083 1002.5% $6,818 加仓
FAF FIRST AMERN FINL CORP $27.88万0.01%4,624 99027.2% $5.97万 加仓
FNB F N B CORP $27.89万0.01%16,679 1,92013.0% $3.21万 加仓
JOYY JOYY INC $27.91万0.01%4,780 4,780— $27.91万 新建仓
IQV IQVIA HLDGS INC $27.95万0.01%1,639 71777.8% $12.23万 加仓
LFUS LITTELFUSE INC $28.00万0.01%825 -33-3.8% -$1.12万 减仓
DXCM DEXCOM INC $28.04万0.01%4,465 1,03230.1% $6.48万 加仓
HPQ HP INC $28.10万0.01%14,626 2,60021.6% $4.99万 加仓
LTC LTC PPTYS INC $28.10万0.01%7,561 7,561— $28.10万 新建仓
JPC NUVEEN PFD & INCOME OPPORTUN $28.33万0.01%37,578 13,11653.6% $9.89万 加仓
GEN GEN DIGITAL INC $28.42万0.01%15,091 5,67960.3% $10.69万 加仓
SPSM SPDR SERIES TRUST $28.45万0.01%5,888 5,888— $28.45万 新建仓
TTC TORO CO $28.55万0.01%3,055 471.6% $4,392 加仓
RQI COHEN & STEERS QUALITY INCOM $28.66万0.01%23,782 6,28235.9% $7.57万 加仓