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 |
|---|---|---|---|---|---|---|---|---|
| ESI | ELEMENT SOLUTIONS INC | $34.57万 | 0.01% | 10,127 | 178 | 1.8% | $6,077 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $34.61万 | 0.01% | 911 | 911 | — | $34.61万 | 新建仓 |
| URA | GLOBAL X FDS | $34.63万 | 0.01% | 7,150 | 1,120 | 18.6% | $5.42万 | 加仓 |
| KGC | KINROSS GOLD CORP | $34.78万 | 0.01% | 11,395 | 11,395 | — | $34.78万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $34.79万 | 0.01% | 1,367 | 1,367 | — | $34.79万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $34.82万 | 0.01% | 9,267 | 168 | 1.8% | $6,312 | 加仓 |
| XYZ | BLOCK INC | $34.90万 | 0.01% | 5,799 | 425 | 7.9% | $2.56万 | 加仓 |
| NWG | NATWEST GROUP PLC | $34.97万 | 0.01% | 23,468 | 1,603 | 7.3% | $2.39万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $35.03万 | 0.01% | 1,676 | -72 | -4.1% | -$1.50万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $35.06万 | 0.01% | 3,800 | -865 | -18.5% | -$7.98万 | 减仓 |
| SLB | SLB LIMITED | $35.15万 | 0.01% | 6,840 | -1,213 | -15.1% | -$6.23万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $35.20万 | 0.01% | 7,400 | 800 | 12.1% | $3.81万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $35.29万 | 0.01% | 15,500 | -5,000 | -24.4% | -$11.38万 | 减仓 |
| CPAY | CORPAY INC | $35.30万 | 0.01% | 1,213 | 53 | 4.6% | $1.54万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $35.31万 | 0.01% | 3,733 | -1,039 | -21.8% | -$9.83万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $35.32万 | 0.01% | 4,868 | 4,868 | — | $35.32万 | 新建仓 |
| ALLY | ALLY FINL INC | $35.34万 | 0.01% | 9,007 | 4,007 | 80.1% | $15.72万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.38万 | 0.01% | 1,489 | 520 | 53.7% | $12.36万 | 加仓 |
| — | TIDAL TRUST II | $35.57万 | 0.01% | 23,699 | 23,699 | — | $35.57万 | 新建仓 |
| CRWV | COREWEAVE INC 看涨期权 | $35.64万 | 0.01% | 4,600 | 2,100 | 84.0% | $16.27万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.87万 | 0.01% | 5,716 | -13,856 | -70.8% | -$86.95万 | 减仓 |
| PODD | INSULET CORP | $36.05万 | 0.01% | 1,718 | 639 | 59.2% | $13.41万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $36.13万 | 0.01% | 7,165 | 7,165 | — | $36.13万 | 新建仓 |
| DLN | WISDOMTREE TR | $36.15万 | 0.01% | 4,047 | 0 | 0.0% | — | 重新持有 |
| TEM | TEMPUS AI INC 看涨期权 | $36.18万 | 0.01% | 8,000 | 4,700 | 142.4% | $21.25万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $36.30万 | 0.01% | 6,272 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $36.35万 | 0.01% | 12,068 | 3,509 | 41.0% | $10.57万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.35万 | 0.01% | 15,268 | 2,259 | 17.4% | $5.38万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $36.37万 | 0.01% | 2,032 | 181 | 9.8% | $3.24万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $36.65万 | 0.01% | 13,902 | 4,233 | 43.8% | $11.16万 | 加仓 |
| MTB | M & T BK CORP | $36.65万 | 0.01% | 1,773 | 635 | 55.8% | $13.13万 | 加仓 |
| HSY | HERSHEY CO | $36.72万 | 0.01% | 1,766 | -4,334 | -71.0% | -$90.11万 | 减仓 |
| LLY | ELI LILLY & CO 看涨期权 | $36.79万 | 0.01% | 400 | -800 | -66.7% | -$73.58万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $36.88万 | 0.01% | 800 | 800 | — | $36.88万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $36.92万 | 0.01% | 1,029 | 506 | 96.7% | $18.16万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $36.99万 | 0.01% | 13,248 | 13,248 | — | $36.99万 | 新建仓 |
| APA | APA CORPORATION | $37.14万 | 0.01% | 8,751 | -1,423 | -14.0% | -$6.04万 | 减仓 |
| MCO | MOODYS CORP | $37.14万 | 0.01% | 851 | 203 | 31.3% | $8.86万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $37.17万 | 0.01% | 1,831 | -22 | -1.2% | -$4,466 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $37.17万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $37.19万 | 0.01% | 1,359 | 412 | 43.5% | $11.27万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $37.27万 | 0.01% | 15,774 | 7,287 | 85.9% | $17.22万 | 重新持有 |
| EFG | ISHARES TR | $37.27万 | 0.01% | 3,347 | -27 | -0.8% | -$3,007 | 减仓 |
| CAH | CARDINAL HEALTH INC | $37.31万 | 0.01% | 1,766 | 514 | 41.1% | $10.86万 | 加仓 |
| NVO | NOVO-NORDISK A S | $37.58万 | 0.01% | 10,226 | -138 | -1.3% | -$5,072 | 减仓 |
| ADSK | AUTODESK INC | $37.59万 | 0.01% | 1,570 | -318 | -16.8% | -$7.61万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $37.63万 | 0.01% | 8,200 | 3,027 | 58.5% | $13.89万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $37.64万 | 0.01% | 7,328 | 2,496 | 51.7% | $12.82万 | 加仓 |
| TTE | TOTALENERGIES SE | $37.87万 | 0.01% | 4,162 | -131 | -3.1% | -$1.19万 | 减仓 |
| NWSA | NEWS CORP NEW | $38.04万 | 0.01% | 15,257 | 15,257 | — | $38.04万 | 新建仓 |
| DDOG | DATADOG INC | $38.05万 | 0.01% | 3,223 | -624 | -16.2% | -$7.37万 | 减仓 |
| TPR | TAPESTRY INC | $38.18万 | 0.01% | 2,706 | 517 | 23.6% | $7.30万 | 加仓 |
| SAM | BOSTON BEER INC | $38.29万 | 0.01% | 1,662 | 272 | 19.6% | $6.27万 | 加仓 |
| LNN | LINDSAY CORP | $38.36万 | 0.01% | 3,222 | 3,222 | — | $38.36万 | 新建仓 |
| RY | ROYAL BK CDA | $38.46万 | 0.01% | 2,377 | 47 | 2.0% | $7,604 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $38.61万 | 0.01% | 6,324 | 1,661 | 35.6% | $10.14万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $38.83万 | 0.01% | 25,000 | 25,000 | — | $38.83万 | 新建仓 |
| EFV | ISHARES TR | $38.87万 | 0.01% | 5,228 | -96 | -1.8% | -$7,137 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $39.11万 | 0.01% | 2,615 | 2,615 | — | $39.11万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $39.18万 | 0.01% | 1,573 | -68 | -4.1% | -$1.69万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $39.39万 | 0.01% | 6,568 | 996 | 17.9% | $5.97万 | 加仓 |
| FCN | FTI CONSULTING INC | $39.54万 | 0.01% | 2,237 | 2,237 | — | $39.54万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $39.71万 | 0.01% | 1,329 | 1,329 | — | $39.71万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $39.86万 | 0.01% | 25,100 | 25,100 | — | $39.86万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $40.04万 | 0.01% | 5,000 | 5,000 | — | $40.04万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.06万 | 0.01% | 5,053 | 1,040 | 25.9% | $8.24万 | 加仓 |
| VLUE | ISHARES TR | $40.12万 | 0.01% | 2,821 | 375 | 15.3% | $5.33万 | 加仓 |
| AOS | SMITH A O CORP | $40.16万 | 0.01% | 6,091 | 1,742 | 40.1% | $11.49万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $40.30万 | 0.01% | 10,532 | -64 | -0.6% | -$2,449 | 减仓 |
| SHOP | SHOPIFY INC 看涨期权 | $40.33万 | 0.01% | 3,400 | 1,400 | 70.0% | $16.61万 | 重新持有 |
| — | GRAYSCALE ETHEREUM STAKING E | $40.59万 | 0.01% | 23,781 | -2,274 | -8.7% | -$3.88万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $40.66万 | 0.01% | 4,176 | 4,176 | — | $40.66万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.74万 | 0.01% | 2,591 | 356 | 15.9% | $5.60万 | 加仓 |
| EOG | EOG RES INC | $40.91万 | 0.01% | 2,830 | 90 | 3.3% | $1.30万 | 加仓 |
| IUSG | ISHARES TR | $40.96万 | 0.01% | 2,641 | 2,641 | — | $40.96万 | 新建仓 |
| YUM | YUM BRANDS INC | $41.01万 | 0.01% | 2,638 | -50 | -1.9% | -$7,773 | 减仓 |
| BG | BUNGE GLOBAL SA | $41.07万 | 0.01% | 3,229 | 3,229 | — | $41.07万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.14万 | 0.01% | 5,082 | 2,064 | 68.4% | $16.71万 | 加仓 |
| WDAY | WORKDAY INC | $41.15万 | 0.01% | 3,167 | 892 | 39.2% | $11.59万 | 重新持有 |
| VPU | VANGUARD WORLD FD | $41.18万 | 0.01% | 2,078 | 110 | 5.6% | $2.18万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $41.32万 | 0.01% | 3,625 | 1,495 | 70.2% | $17.04万 | 加仓 |
| ROKU | ROKU INC | $41.56万 | 0.01% | 4,392 | 1,231 | 38.9% | $11.65万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.56万 | 0.01% | 1,472 | 1,472 | — | $41.56万 | 新建仓 |
| GSL | GLOBAL SHIP LEASE INC | $41.68万 | 0.01% | 11,196 | -362 | -3.1% | -$1.35万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $41.71万 | 0.01% | 2,128 | 189 | 9.7% | $3.70万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $41.73万 | 0.01% | 6,863 | -13,634 | -66.5% | -$82.91万 | 减仓 |
| DB | DEUTSCHE BK AG | $41.75万 | 0.01% | 14,021 | 321 | 2.3% | $9,559 | 加仓 |
| AFL | AFLAC INC | $41.76万 | 0.01% | 3,806 | 1,475 | 63.3% | $16.18万 | 加仓 |
| YETI | YETI HLDGS INC | $41.76万 | 0.01% | 11,413 | 3,077 | 36.9% | $11.26万 | 加仓 |
| FE | FIRSTENERGY CORP | $41.87万 | 0.01% | 8,264 | 8,264 | — | $41.87万 | 新建仓 |
| CLX | CLOROX CO DEL | $41.96万 | 0.01% | 4,049 | 1,812 | 81.0% | $18.78万 | 加仓 |
| TWLO | TWILIO INC | $41.96万 | 0.01% | 3,335 | 2,333 | 232.8% | $29.35万 | 加仓 |
| SHLD | GLOBAL X FDS | $42.03万 | 0.01% | 5,933 | 5,933 | — | $42.03万 | 新建仓 |
| GGG | GRACO INC | $42.05万 | 0.01% | 4,967 | 2,373 | 91.5% | $20.09万 | 加仓 |
| RNG | RINGCENTRAL INC | $42.27万 | 0.01% | 11,367 | 11,367 | — | $42.27万 | 新建仓 |
| EC | ECOPETROL S A | $42.29万 | 0.01% | 28,214 | 28,214 | — | $42.29万 | 新建仓 |
| EWS | ISHARES INC | $42.33万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $42.43万 | 0.01% | 16,103 | 4,529 | 39.1% | $11.93万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $42.48万 | 0.01% | 19,842 | 11,697 | 143.6% | $25.04万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $42.59万 | 0.01% | 5,163 | 950 | 22.5% | $7.84万 | 加仓 |