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 |
|---|---|---|---|---|---|---|---|---|
| — | PIMCO INCOME STRATEGY FD II | $27.65万 | 0.00% | 38,773 | 1,477 | 4.0% | $1.05万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $27.71万 | 0.00% | 26,213 | 26,213 | — | $27.71万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $27.80万 | 0.00% | 209 | 1 | 0.5% | $1,330 | 加仓 |
| LSTR | LANDSTAR SYS INC | $27.82万 | 0.00% | 1,345 | 1,345 | — | $27.82万 | 新建仓 |
| PTC | PTC INC | $28.04万 | 0.01% | 2,468 | 561 | 29.4% | $6.37万 | 加仓 |
| P | EVERPURE INC | $28.12万 | 0.01% | 3,569 | 3,569 | — | $28.12万 | 新建仓 |
| HEI | HEICO CORP NEW | $28.17万 | 0.01% | 791 | -21 | -2.6% | -$7,480 | 减仓 |
| PKG | PACKAGING CORP AMER | $28.26万 | 0.01% | 1,186 | 18 | 1.5% | $4,289 | 加仓 |
| PINS | PINTEREST INC | $28.29万 | 0.01% | 13,453 | 13,453 | — | $28.29万 | 新建仓 |
| IJK | ISHARES TR | $28.32万 | 0.01% | 2,410 | 2,410 | — | $28.32万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $28.32万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $28.38万 | 0.01% | 2,080 | -3,420 | -62.2% | -$46.67万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $28.42万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| GGLL | DIREXION SHARES ETF TRUST | $28.43万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $28.57万 | 0.01% | 1,387 | 1,387 | — | $28.57万 | 新建仓 |
| WAT | WATERS CORP | $28.62万 | 0.01% | 763 | 74 | 10.7% | $2.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $28.62万 | 0.01% | 1,500 | -400 | -21.1% | -$7.63万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $28.62万 | 0.01% | 1,147 | 1,147 | — | $28.62万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $28.65万 | 0.01% | 6,840 | 6,840 | — | $28.65万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $28.67万 | 0.01% | 36,389 | -1,189 | -3.2% | -$9,369 | 减仓 |
| POOL | POOL CORP | $28.75万 | 0.01% | 1,338 | 1,338 | — | $28.75万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $28.78万 | 0.01% | 5,973 | -574 | -8.8% | -$2.77万 | 减仓 |
| ENTG | ENTEGRIS INC | $28.81万 | 0.01% | 1,602 | 1,602 | — | $28.81万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $28.81万 | 0.01% | 28,030 | 17,030 | 154.8% | $17.51万 | 重新持有 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $28.97万 | 0.01% | 32,295 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $29.05万 | 0.01% | 16,780 | 736 | 4.6% | $1.27万 | 加仓 |
| MORN | MORNINGSTAR INC | $29.18万 | 0.01% | 1,870 | 505 | 37.0% | $7.88万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION 看涨期权 | $29.22万 | 0.01% | 2,000 | -500 | -20.0% | -$7.31万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $29.23万 | 0.01% | 10,681 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $29.27万 | 0.01% | 1,812 | -82,522 | -97.9% | -$1,333.00万 | 减仓 |
| SRE | SEMPRA | $29.43万 | 0.01% | 3,174 | 389 | 14.0% | $3.61万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $29.46万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR | $29.47万 | 0.01% | 29,859 | -1,819 | -5.7% | -$1.80万 | 减仓 |
| LTC | LTC PPTYS INC | $29.51万 | 0.01% | 7,674 | 113 | 1.5% | $4,345 | 加仓 |
| WRB | BERKLEY W R CORP | $29.52万 | 0.01% | 4,185 | 4,185 | — | $29.52万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $29.52万 | 0.01% | 2,059 | 110 | 5.6% | $1.58万 | 加仓 |
| KGC | KINROSS GOLD CORP | $29.53万 | 0.01% | 12,502 | 1,107 | 9.7% | $2.61万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $29.66万 | 0.01% | 6,762 | 6,762 | — | $29.66万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $29.70万 | 0.01% | 1,683 | 295 | 21.3% | $5.21万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $29.71万 | 0.01% | 1,310 | -142 | -9.8% | -$3.22万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $29.77万 | 0.01% | 2,140 | -1,374 | -39.1% | -$19.11万 | 减仓 |
| ALB | ALBEMARLE CORP | $29.86万 | 0.01% | 2,211 | 2,211 | — | $29.86万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $29.89万 | 0.01% | 18,849 | 8,769 | 87.0% | $13.91万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $29.95万 | 0.01% | 17,265 | 8,933 | 107.2% | $15.50万 | 重新持有 |
| DTE | DTE ENERGY CO | $29.96万 | 0.01% | 1,966 | 396 | 25.2% | $6.03万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $30.04万 | 0.01% | 1,936 | 105 | 5.7% | $1.63万 | 加仓 |
| IWM | ISHARES TR 看涨期权 | $30.05万 | 0.01% | 1,000 | -300 | -23.1% | -$9.01万 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $30.07万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $30.07万 | 0.01% | 2,937 | 812 | 38.2% | $8.31万 | 加仓 |
| — | ISHARES TR | $30.08万 | 0.01% | 7,790 | 7,790 | — | $30.08万 | 新建仓 |
| AGX | ARGAN INC | $30.11万 | 0.01% | 377 | 377 | — | $30.11万 | 新建仓 |
| VST | VISTRA CORP 看涨期权 | $30.14万 | 0.01% | 1,900 | 400 | 26.7% | $6.35万 | 加仓 |
| KVUE | KENVUE INC | $30.18万 | 0.01% | 15,790 | 936 | 6.3% | $1.79万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $30.20万 | 0.01% | 3,194 | 3,194 | — | $30.20万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $30.24万 | 0.01% | 6,460 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $30.37万 | 0.01% | 7,548 | 7,548 | — | $30.37万 | 新建仓 |
| SEIC | SEI INVTS CO | $30.54万 | 0.01% | 3,482 | 182 | 5.5% | $1.60万 | 加仓 |
| GGG | GRACO INC | $30.55万 | 0.01% | 4,041 | -926 | -18.6% | -$7.00万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $30.56万 | 0.01% | 145,517 | -32,990 | -18.5% | -$6.93万 | 减仓 |
| BALL | BALL CORP | $30.65万 | 0.01% | 4,911 | 790 | 19.2% | $4.93万 | 加仓 |
| CDW | CDW CORP | $30.70万 | 0.01% | 2,183 | 398 | 22.3% | $5.60万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $30.79万 | 0.01% | 37,822 | 37,822 | — | $30.79万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $30.82万 | 0.01% | 11,889 | 4,433 | 59.5% | $11.49万 | 加仓 |
| RBLX | ROBLOX CORP | $30.89万 | 0.01% | 5,680 | 5,680 | — | $30.89万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $30.95万 | 0.01% | 53,086 | 12,948 | 32.3% | $7.55万 | 加仓 |
| RGLD | ROYAL GOLD INC | $30.96万 | 0.01% | 1,551 | 184 | 13.5% | $3.67万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $30.98万 | 0.01% | 2,551 | 97 | 4.0% | $1.18万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $31.01万 | 0.01% | 13,405 | 13,405 | — | $31.01万 | 新建仓 |
| KB | KB FINL GROUP INC | $31.10万 | 0.01% | 2,963 | 371 | 14.3% | $3.89万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $31.12万 | 0.01% | 25,282 | 1,500 | 6.3% | $1.85万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $31.12万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $31.23万 | 0.01% | 65,880 | 1,297 | 2.0% | $6,148 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $31.28万 | 0.01% | 9,817 | -1,928 | -16.4% | -$6.14万 | 减仓 |
| UPST | UPSTART HLDGS INC | $31.41万 | 0.01% | 8,864 | 1,026 | 13.1% | $3.64万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $31.42万 | 0.01% | 2,281 | -541 | -19.2% | -$7.45万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $31.45万 | 0.01% | 23,242 | 927 | 4.2% | $1.25万 | 加仓 |
| — | ELECTRONIC ARTS INC | $31.52万 | 0.01% | 1,537 | 241 | 18.6% | $4.94万 | 加仓 |
| FCN | FTI CONSULTING INC | $31.65万 | 0.01% | 2,124 | -113 | -5.1% | -$1.68万 | 减仓 |
| XAR | SPDR SERIES TRUST | $31.66万 | 0.01% | 1,116 | 319 | 40.0% | $9.05万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $31.67万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $31.67万 | 0.01% | 23,948 | 2,907 | 13.8% | $3.84万 | 加仓 |
| USFD | US FOODS HLDG CORP | $31.69万 | 0.01% | 3,099 | -405 | -11.6% | -$4.14万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $31.80万 | 0.01% | 6,906 | 172 | 2.6% | $7,920 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.84万 | 0.01% | 1,848 | 151 | 8.9% | $2.60万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $32.04万 | 0.01% | 2,902 | 2,902 | — | $32.04万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $32.25万 | 0.01% | 2,451 | 761 | 45.0% | $10.01万 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $32.34万 | 0.01% | 7,294 | 7,294 | — | $32.34万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $32.46万 | 0.01% | 1,347 | 1,347 | — | $32.46万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.61万 | 0.01% | 7,641 | 1,925 | 33.7% | $8.22万 | 加仓 |
| COO | COOPER COS INC | $32.76万 | 0.01% | 4,569 | 4,569 | — | $32.76万 | 新建仓 |
| PALC | PACER FDS TR | $32.77万 | 0.01% | 5,485 | -800 | -12.7% | -$4.78万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $32.80万 | 0.01% | 14,668 | 462 | 3.3% | $1.03万 | 加仓 |
| MDB | MONGODB INC | $32.82万 | 0.01% | 977 | 411 | 72.6% | $13.81万 | 重新持有 |
| RITM | RITHM CAPITAL CORP | $33.40万 | 0.01% | 35,573 | 6,231 | 21.2% | $5.85万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $33.67万 | 0.01% | 4,180 | 252 | 6.4% | $2.03万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $33.85万 | 0.01% | 15,816 | 15,816 | — | $33.85万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $33.89万 | 0.01% | 2,653 | 2,653 | — | $33.89万 | 新建仓 |
| MSTR | STRATEGY INC 看涨期权 | $33.90万 | 0.01% | 3,900 | 1,900 | 95.0% | $16.52万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $33.92万 | 0.01% | 2,755 | 164 | 6.3% | $2.02万 | 加仓 |
| URI | UNITED RENTALS INC 看涨期权 | $33.99万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |