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 |
|---|---|---|---|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | $34.09万 | 0.01% | 5,911 | 23 | 0.4% | $1,326 | 加仓 |
| ZTS | ZOETIS INC | $34.29万 | 0.01% | 4,772 | 1,092 | 29.7% | $7.85万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $34.31万 | 0.01% | 2,220 | -37 | -1.6% | -$5,718 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $34.32万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $34.32万 | 0.01% | 2,308 | 276 | 13.6% | $4.10万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $34.34万 | 0.01% | 16,366 | 16,366 | — | $34.34万 | 新建仓 |
| SBR | SABINE RTY TR | $34.38万 | 0.01% | 4,696 | 785 | 20.1% | $5.75万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $34.42万 | 0.01% | 12,207 | 2,196 | 21.9% | $6.19万 | 加仓 |
| — | GATES INDL CORP PLC | $34.45万 | 0.01% | 12,315 | -1,008 | -7.6% | -$2.82万 | 减仓 |
| APA | APA CORPORATION | $34.48万 | 0.01% | 10,586 | 1,835 | 21.0% | $5.98万 | 加仓 |
| COR | CENCORA INC | $34.52万 | 0.01% | 1,220 | 262 | 27.3% | $7.41万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $34.68万 | 0.01% | 14,994 | 14,994 | — | $34.68万 | 新建仓 |
| UL | UNILEVER PLC | $34.69万 | 0.01% | 5,771 | -5 | -0.1% | -$301 | 减仓 |
| — | BANK MONTREAL MEDIUM | $34.71万 | 0.01% | 13,500 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $34.73万 | 0.01% | 6,637 | 1,299 | 24.3% | $6.80万 | 加仓 |
| UNM | UNUM GROUP | $34.87万 | 0.01% | 3,901 | 744 | 23.6% | $6.65万 | 加仓 |
| QQQI | NEOS ETF TRUST | $34.98万 | 0.01% | 6,159 | 6,159 | — | $34.98万 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $35.02万 | 0.01% | 3,437 | 3,437 | — | $35.02万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $35.05万 | 0.01% | 12,571 | -20 | -0.2% | -$558 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $35.15万 | 0.01% | 4,099 | 532 | 14.9% | $4.56万 | 加仓 |
| VRSN | VERISIGN INC | $35.24万 | 0.01% | 1,401 | 378 | 37.0% | $9.51万 | 重新持有 |
| GEV | GE VERNOVA INC 看涨期权 | $35.25万 | 0.01% | 300 | 100 | 50.0% | $11.75万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $35.25万 | 0.01% | 170 | 20 | 13.3% | $4.15万 | 加仓 |
| SNPS | SYNOPSYS INC | $35.28万 | 0.01% | 791 | 156 | 24.6% | $6.96万 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $35.33万 | 0.01% | 1,000 | -100 | -9.1% | -$3.53万 | 减仓 |
| XYL | XYLEM INC | $35.40万 | 0.01% | 2,995 | -863 | -22.4% | -$10.20万 | 减仓 |
| GD | GENERAL DYNAMICS CORP 看涨期权 | $35.42万 | 0.01% | 1,000 | 400 | 66.7% | $14.17万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $35.43万 | 0.01% | 9,611 | -469 | -4.7% | -$1.73万 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $35.53万 | 0.01% | 5,070 | 5,070 | — | $35.53万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $35.53万 | 0.01% | 1,665 | 1,665 | — | $35.53万 | 新建仓 |
| URA | GLOBAL X FDS | $35.76万 | 0.01% | 8,184 | 1,034 | 14.5% | $4.52万 | 加仓 |
| IEX | IDEX CORP | $35.77万 | 0.01% | 1,576 | 1,576 | — | $35.77万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $35.81万 | 0.01% | 8,924 | 8 | 0.1% | $321 | 加仓 |
| SOXX | ISHARES TR | $35.93万 | 0.01% | 561 | 561 | — | $35.93万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $36.07万 | 0.01% | 3,240 | 1,208 | 59.4% | $13.45万 | 加仓 |
| ULTA | ULTA BEAUTY INC 看涨期权 | $36.08万 | 0.01% | 800 | -500 | -38.5% | -$22.55万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $36.10万 | 0.01% | 1,694 | 244 | 16.8% | $5.20万 | 加仓 |
| FNB | F N B CORP | $36.13万 | 0.01% | 18,937 | 2,258 | 13.5% | $4.31万 | 加仓 |
| AME | AMETEK INC | $36.29万 | 0.01% | 1,500 | 288 | 23.8% | $6.97万 | 加仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $36.32万 | 0.01% | 1,200 | 1,200 | — | $36.32万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $36.37万 | 0.01% | 4,496 | 320 | 7.7% | $2.59万 | 加仓 |
| AAON | AAON INC | $36.38万 | 0.01% | 2,868 | 149 | 5.5% | $1.89万 | 加仓 |
| IBDS | ISHARES TR | $36.42万 | 0.01% | 15,038 | 15,038 | — | $36.42万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $36.46万 | 0.01% | 1,968 | 1,968 | — | $36.46万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $36.52万 | 0.01% | 2,272 | 661 | 41.0% | $10.62万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $36.79万 | 0.01% | 9,988 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $36.85万 | 0.01% | 551,616 | 111,310 | 25.3% | $7.44万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $36.86万 | 0.01% | 7,118 | -2,225 | -23.8% | -$11.52万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $36.88万 | 0.01% | 3,881 | -202 | -4.9% | -$1.92万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $36.94万 | 0.01% | 4,111 | 383 | 10.3% | $3.44万 | 加仓 |
| IDV | ISHARES TR | $36.95万 | 0.01% | 8,919 | 2,532 | 39.6% | $10.49万 | 加仓 |
| GSAT | GLOBALSTAR INC | $36.96万 | 0.01% | 4,547 | 4,547 | — | $36.96万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $36.97万 | 0.01% | 641 | 224 | 53.7% | $12.92万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $37.01万 | 0.01% | 921 | 18 | 2.0% | $7,233 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $37.01万 | 0.01% | 1,361 | 1,361 | — | $37.01万 | 新建仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $37.07万 | 0.01% | 7,102 | 7,102 | — | $37.07万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $37.10万 | 0.01% | 2,537 | 2,537 | — | $37.10万 | 新建仓 |
| AYI | ACUITY INC | $37.25万 | 0.01% | 989 | 411 | 71.1% | $15.48万 | 重新持有 |
| IWO | ISHARES TR | $37.26万 | 0.01% | 946 | 946 | — | $37.26万 | 新建仓 |
| BIIB | BIOGEN INC | $37.49万 | 0.01% | 1,735 | 50 | 3.0% | $1.08万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $37.51万 | 0.01% | 1,100 | 100 | 10.0% | $3.41万 | 加仓 |
| EQIX | EQUINIX INC | $37.53万 | 0.01% | 360 | 360 | — | $37.53万 | 新建仓 |
| DSTL | ETF SER SOLUTIONS | $37.57万 | 0.01% | 6,273 | 1 | 0.0% | $60 | 加仓 |
| AVY | AVERY DENNISON CORP | $37.62万 | 0.01% | 2,317 | 372 | 19.1% | $6.04万 | 加仓 |
| FLNG | FLEX LNG LTD | $37.63万 | 0.01% | 13,409 | 5,988 | 80.7% | $16.80万 | 加仓 |
| CCJ | CAMECO CORP | $37.72万 | 0.01% | 3,703 | 892 | 31.7% | $9.09万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $37.72万 | 0.01% | 1,509 | 436 | 40.6% | $10.90万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $37.79万 | 0.01% | 20,911 | 1,711 | 8.9% | $3.09万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $37.92万 | 0.01% | 13,125 | 1,057 | 8.8% | $3.05万 | 加仓 |
| HDV | ISHARES TR | $38.17万 | 0.01% | 13,925 | 6,000 | 75.7% | $16.45万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $38.19万 | 0.01% | 14,225 | 4,490 | 46.1% | $12.06万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $38.26万 | 0.01% | 7,128 | 482 | 7.3% | $2.59万 | 加仓 |
| BPOP | POPULAR INC | $38.30万 | 0.01% | 2,333 | 2,333 | — | $38.30万 | 新建仓 |
| NXT | NEXTPOWER INC | $38.32万 | 0.01% | 3,216 | 937 | 41.1% | $11.16万 | 加仓 |
| LFUS | LITTELFUSE INC | $38.34万 | 0.01% | 842 | 17 | 2.1% | $7,741 | 加仓 |
| BG | BUNGE GLOBAL SA | $38.41万 | 0.01% | 3,599 | 370 | 11.5% | $3.95万 | 加仓 |
| ITA | ISHARES TR | $38.48万 | 0.01% | 1,587 | 1,587 | — | $38.48万 | 新建仓 |
| AEE | AMEREN CORP | $38.49万 | 0.01% | 3,405 | 979 | 40.4% | $11.07万 | 加仓 |
| INCY | INCYTE CORP 看涨期权 | $38.54万 | 0.01% | 3,400 | 300 | 9.7% | $3.40万 | 加仓 |
| RMD | RESMED INC | $38.61万 | 0.01% | 1,981 | 565 | 39.9% | $11.01万 | 加仓 |
| IBB | ISHARES TR | $38.61万 | 0.01% | 2,030 | 300 | 17.3% | $5.71万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $38.63万 | 0.01% | 3,308 | 755 | 29.6% | $8.82万 | 加仓 |
| WPC | WP CAREY INC | $38.63万 | 0.01% | 5,403 | 325 | 6.4% | $2.32万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY 看涨期权 | $38.67万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $38.73万 | 0.01% | 45,886 | 10,812 | 30.8% | $9.13万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $38.81万 | 0.01% | 1,831 | -297 | -14.0% | -$6.30万 | 减仓 |
| MARA | MARA HOLDINGS INC | $38.86万 | 0.01% | 27,976 | -9,214 | -24.8% | -$12.80万 | 减仓 |
| TTE | TOTALENERGIES SE | $38.91万 | 0.01% | 5,004 | 842 | 20.2% | $6.55万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $38.95万 | 0.01% | 9,817 | -715 | -6.8% | -$2.84万 | 减仓 |
| DLN | WISDOMTREE TR | $38.98万 | 0.01% | 4,047 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $39.06万 | 0.01% | 7,991 | 7,991 | — | $39.06万 | 新建仓 |
| PRI | PRIMERICA INC | $39.08万 | 0.01% | 1,375 | 432 | 45.8% | $12.28万 | 加仓 |
| PICK | ISHARES INC | $39.11万 | 0.01% | 6,725 | 6,725 | — | $39.11万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $39.15万 | 0.01% | 5,033 | 5,033 | — | $39.15万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $39.21万 | 0.01% | 6,126 | 3,065 | 100.1% | $19.62万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $39.42万 | 0.01% | 36,909 | 36,909 | — | $39.42万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $39.42万 | 0.01% | 1,955 | 279 | 16.6% | $5.63万 | 加仓 |
| DCI | DONALDSON INC | $39.44万 | 0.01% | 4,393 | 487 | 12.5% | $4.37万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $39.70万 | 0.01% | 3,639 | -94 | -2.5% | -$1.03万 | 减仓 |
| G | GENPACT LIMITED | $39.75万 | 0.01% | 14,454 | 6,622 | 84.6% | $18.21万 | 加仓 |