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 |
|---|---|---|---|---|---|---|---|---|
| SMTC | SEMTECH CORP | $22.76万 | 0.00% | 1,406 | 1,406 | — | $22.76万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.76万 | 0.00% | 1,730 | -175 | -9.2% | -$2.30万 | 重新持有 |
| IDEV | ISHARES TR | $22.80万 | 0.00% | 2,562 | 2,562 | — | $22.80万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $22.83万 | 0.00% | 2,300 | 1,900 | 475.0% | $18.86万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $22.87万 | 0.00% | 2,775 | 2,775 | — | $22.87万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $22.96万 | 0.00% | 1,226 | 1,226 | — | $22.96万 | 新建仓 |
| — | NEW FOUND GOLD CORP | $23.10万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $23.16万 | 0.00% | 3,661 | 3,661 | — | $23.16万 | 新建仓 |
| SNY | SANOFI SA | $23.16万 | 0.00% | 5,429 | 5,429 | — | $23.16万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $23.17万 | 0.00% | 2,404 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $23.22万 | 0.00% | 4,583 | 4,583 | — | $23.22万 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $23.33万 | 0.00% | 4,621 | 4,621 | — | $23.33万 | 新建仓 |
| TSLL | DIREXION SHARES ETF TRUST | $23.34万 | 0.00% | 16,483 | -2,500 | -13.2% | -$3.54万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $23.59万 | 0.00% | 4,596 | 4,596 | — | $23.59万 | 新建仓 |
| IVZ | INVESCO LTD | $23.64万 | 0.00% | 8,957 | 8,957 | — | $23.64万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $23.64万 | 0.00% | 2,406 | -4,267 | -63.9% | -$41.92万 | 重新持有 |
| — | GRAYSCALE ETHEREUM STAKING E | $23.65万 | 0.00% | 18,533 | -5,248 | -22.1% | -$6.70万 | 减仓 |
| VMC | VULCAN MATLS CO | $23.66万 | 0.00% | 802 | 802 | — | $23.66万 | 新建仓 |
| VTRS | VIATRIS INC | $23.68万 | 0.00% | 14,914 | 3,912 | 35.6% | $6.21万 | 加仓 |
| SAIA | SAIA INC | $23.71万 | 0.00% | 563 | 563 | — | $23.71万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $23.84万 | 0.00% | 2,401 | -89 | -3.6% | -$8,837 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.01万 | 0.00% | 286 | 286 | — | $24.01万 | 新建仓 |
| EVR | EVERCORE INC | $24.02万 | 0.00% | 703 | -15 | -2.1% | -$5,124 | 重新持有 |
| WMS | ADVANCED DRAIN SYS INC DEL | $24.03万 | 0.00% | 1,531 | 1,531 | — | $24.03万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $24.04万 | 0.00% | 14,559 | 14,559 | — | $24.04万 | 新建仓 |
| UBS | UBS GROUP AG | $24.10万 | 0.00% | 4,863 | 4,863 | — | $24.10万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC 看跌期权 | $24.27万 | 0.00% | 1,000 | 1,000 | — | $24.27万 | 新建仓 |
| — | SPROTT FDS TR | $24.27万 | 0.00% | 6,338 | 6,338 | — | $24.27万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $24.34万 | 0.00% | 1,852 | -3,155 | -63.0% | -$41.47万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $24.36万 | 0.00% | 18,303 | 3,168 | 20.9% | $4.22万 | 加仓 |
| KEY | KEYCORP | $24.44万 | 0.00% | 10,603 | -1,714 | -13.9% | -$3.95万 | 重新持有 |
| — | INVESCO EXCH TRD SLF IDX FD | $24.45万 | 0.00% | 9,315 | 499 | 5.7% | $1.31万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $24.55万 | 0.00% | 1,070 | 1,070 | — | $24.55万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $24.55万 | 0.00% | 3,063 | -227 | -6.9% | -$1.82万 | 减仓 |
| PII | POLARIS INC | $24.57万 | 0.00% | 3,590 | 3,590 | — | $24.57万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $24.65万 | 0.00% | 1,496 | -316 | -17.4% | -$5.21万 | 减仓 |
| WULF | TERAWULF INC | $24.66万 | 0.00% | 9,984 | 605 | 6.5% | $1.49万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $24.66万 | 0.00% | 3,220 | 3,220 | — | $24.66万 | 新建仓 |
| RVTY | REVVITY INC | $24.71万 | 0.00% | 2,221 | 2,221 | — | $24.71万 | 新建仓 |
| MTZ | MASTEC INC | $24.71万 | 0.00% | 594 | 594 | — | $24.71万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $24.76万 | 0.00% | 3,783 | 3,783 | — | $24.76万 | 新建仓 |
| NVCR | NOVOCURE LTD | $24.76万 | 0.00% | 16,342 | -292 | -1.8% | -$4,424 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.77万 | 0.00% | 4,442 | 4,442 | — | $24.77万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $24.78万 | 0.00% | 2,247 | 128 | 6.0% | $1.41万 | 加仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $24.82万 | 0.00% | 700 | 500 | 250.0% | $17.73万 | 加仓 |
| VEEV | VEEVA SYS INC | $24.88万 | 0.00% | 1,402 | 1,402 | — | $24.88万 | 新建仓 |
| CLX | CLOROX CO DEL | $25.02万 | 0.00% | 2,622 | -1,427 | -35.2% | -$13.62万 | 减仓 |
| PODD | INSULET CORP | $25.11万 | 0.00% | 1,649 | -69 | -4.0% | -$1.05万 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD 看涨期权 | $25.11万 | 0.00% | 28,600 | 28,600 | — | $25.11万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $25.17万 | 0.00% | 23,159 | -71,440 | -75.5% | -$77.66万 | 减仓 |
| MGEE | MGE ENERGY INC | $25.27万 | 0.00% | 3,099 | 3,099 | — | $25.27万 | 新建仓 |
| CROX | CROCS INC | $25.30万 | 0.00% | 2,097 | -341 | -14.0% | -$4.11万 | 减仓 |
| HRB | BLOCK H & R INC | $25.38万 | 0.00% | 6,665 | 6,665 | — | $25.38万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $25.40万 | 0.00% | 8,749 | 886 | 11.3% | $2.57万 | 加仓 |
| — | ENERGY TRANSFER L P | $25.44万 | 0.00% | 22,202 | 22,202 | — | $25.44万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $25.46万 | 0.00% | 4,528 | -75 | -1.6% | -$4,216 | 减仓 |
| HSY | HERSHEY CO | $25.65万 | 0.00% | 1,462 | -304 | -17.2% | -$5.33万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $25.72万 | 0.00% | 3,714 | 3,714 | — | $25.72万 | 新建仓 |
| DBX | DROPBOX INC | $25.73万 | 0.00% | 9,368 | -962 | -9.3% | -$2.64万 | 减仓 |
| NGG | NATIONAL GRID PLC | $25.77万 | 0.00% | 3,110 | 3,110 | — | $25.77万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $25.78万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $25.83万 | 0.00% | 9,933 | -6,170 | -38.3% | -$16.04万 | 减仓 |
| MVLL | GRANITESHARES ETF TR | $25.83万 | 0.00% | 4,500 | 4,500 | — | $25.83万 | 新建仓 |
| GSK | GSK PLC | $25.83万 | 0.00% | 4,928 | 4,928 | — | $25.83万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.88万 | 0.00% | 388 | 388 | — | $25.88万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.98万 | 0.00% | 2,410 | 151 | 6.7% | $1.63万 | 加仓 |
| IEI | ISHARES TR | $26.02万 | 0.00% | 2,215 | 496 | 28.9% | $5.83万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $26.06万 | 0.00% | 1,726 | 1,726 | — | $26.06万 | 新建仓 |
| HYG | ISHARES TR | $26.11万 | 0.00% | 3,265 | 452 | 16.1% | $3.61万 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $26.13万 | 0.00% | 33,549 | 33,549 | — | $26.13万 | 新建仓 |
| EPAM | EPAM SYS INC | $26.15万 | 0.00% | 3,296 | 1,008 | 44.1% | $8.00万 | 加仓 |
| HDB | HDFC BANK LTD | $26.19万 | 0.00% | 10,140 | 10,140 | — | $26.19万 | 新建仓 |
| GIS | GENERAL MILLS INC | $26.25万 | 0.00% | 7,542 | 947 | 14.4% | $3.30万 | 加仓 |
| IUSV | ISHARES TR | $26.26万 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $26.26万 | 0.00% | 4,000 | 145 | 3.8% | $9,521 | 加仓 |
| DOV | DOVER CORP | $26.29万 | 0.00% | 1,172 | 1,172 | — | $26.29万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $26.37万 | 0.00% | 942 | 31 | 3.4% | $8,677 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $26.38万 | 0.00% | 8,231 | 812 | 10.9% | $2.60万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $26.43万 | 0.00% | 1,666 | -3,397 | -67.1% | -$53.88万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $26.43万 | 0.00% | 5,068 | 54 | 1.1% | $2,816 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $26.49万 | 0.00% | 48,603 | 33,540 | 222.7% | $18.28万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.55万 | 0.00% | 3,545 | 3,545 | — | $26.55万 | 新建仓 |
| W | WAYFAIR INC | $26.57万 | 0.00% | 2,875 | 2,875 | — | $26.57万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $26.60万 | 0.00% | 11,279 | 11,279 | — | $26.60万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $26.63万 | 0.00% | 5,551 | -3,905 | -41.3% | -$18.73万 | 减仓 |
| NDAQ | NASDAQ INC | $26.64万 | 0.00% | 3,380 | -413 | -10.9% | -$3.26万 | 减仓 |
| NUE | NUCOR CORP 看涨期权 | $26.73万 | 0.00% | 1,200 | 300 | 33.3% | $6.68万 | 加仓 |
| VSAT | VIASAT INC | $26.74万 | 0.00% | 2,977 | 2,977 | — | $26.74万 | 新建仓 |
| CSL | CARLISLE COS INC | $26.80万 | 0.00% | 739 | 138 | 23.0% | $5.00万 | 加仓 |
| ADSK | AUTODESK INC | $26.83万 | 0.00% | 1,380 | -190 | -12.1% | -$3.69万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $26.89万 | 0.00% | 20,590 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $26.92万 | 0.00% | 940 | 940 | — | $26.92万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $26.95万 | 0.00% | 5,715 | -1,271 | -18.2% | -$5.99万 | 减仓 |
| QNT | QUANTINUUM INC | $26.97万 | 0.00% | 3,300 | 3,300 | — | $26.97万 | 新建仓 |
| HUM | HUMANA INC | $27.06万 | 0.00% | 681 | -286 | -29.6% | -$11.36万 | 重新持有 |
| TIGO | MILLICOM INTL CELLULAR S A | $27.15万 | 0.00% | 2,991 | -912 | -23.4% | -$8.28万 | 减仓 |
| — | LEGGETT & PLATT INC | $27.37万 | 0.00% | 23,371 | 23,371 | — | $27.37万 | 新建仓 |
| CI | THE CIGNA GROUP 看涨期权 | $27.57万 | 0.00% | 1,000 | 1,000 | — | $27.57万 | 新建仓 |
| BUG | GLOBAL X FDS | $27.58万 | 0.00% | 7,221 | 7,221 | — | $27.58万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $27.63万 | 0.00% | 7,816 | 1,257 | 19.2% | $4.44万 | 加仓 |