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 |
|---|---|---|---|---|---|---|---|---|
| CIG | CIA ENERGETICA DE MINAS GERA | $42.66万 | 0.01% | 178,507 | 178,507 | — | $42.66万 | 新建仓 |
| FAST | FASTENAL CO | $42.68万 | 0.01% | 9,198 | 1,085 | 13.4% | $5.03万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $43.12万 | 0.01% | 47,227 | -257,011 | -84.5% | -$234.65万 | 减仓 |
| GLPI | GAMING & LEISURE P | $43.19万 | 0.01% | 9,733 | 5,081 | 109.2% | $22.54万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $43.23万 | 0.01% | 11,745 | 1,592 | 15.7% | $5.86万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $43.28万 | 0.01% | 16,368 | -3,917 | -19.3% | -$10.36万 | 减仓 |
| OKTA | OKTA INC | $43.29万 | 0.01% | 5,500 | 4,211 | 326.7% | $33.14万 | 加仓 |
| — | CLEARWAY ENERGY INC | $43.37万 | 0.01% | 11,073 | 225 | 2.1% | $8,813 | 加仓 |
| DT | DYNATRACE INC | $43.42万 | 0.01% | 11,741 | 5,373 | 84.4% | $19.87万 | 加仓 |
| ZTS | ZOETIS INC | $43.50万 | 0.01% | 3,680 | -78 | -2.1% | -$9,219 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $43.67万 | 0.01% | 12,692 | -915 | -6.7% | -$3.15万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $43.83万 | 0.01% | 9,343 | 9,343 | — | $43.83万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $43.94万 | 0.01% | 6,646 | 339 | 5.4% | $2.24万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $43.94万 | 0.01% | 3,598 | 1,825 | 102.9% | $22.29万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $44.06万 | 0.01% | 928 | 112 | 13.7% | $5.32万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $44.35万 | 0.01% | 6,400 | 5,100 | 392.3% | $35.34万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.56万 | 0.01% | 2,193 | 756 | 52.6% | $15.36万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $44.60万 | 0.01% | 6,200 | -500 | -7.5% | -$3.60万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $44.60万 | 0.01% | 2,822 | 1,499 | 113.3% | $23.69万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $44.79万 | 0.01% | 1,473 | 768 | 108.9% | $23.35万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $44.79万 | 0.01% | 7,774 | 2,403 | 44.7% | $13.85万 | 加仓 |
| MP | MP MATERIALS CORP | $44.82万 | 0.01% | 9,288 | 9,288 | — | $44.82万 | 新建仓 |
| XEL | XCEL ENERGY INC | $44.90万 | 0.01% | 5,652 | 397 | 7.6% | $3.15万 | 加仓 |
| MET | METLIFE INC | $44.93万 | 0.01% | 6,353 | 1,429 | 29.0% | $10.11万 | 加仓 |
| RKLB | ROCKET LAB CORP | $44.95万 | 0.01% | 7,000 | -2,589 | -27.0% | -$16.63万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC | $45.03万 | 0.01% | 7,701 | 4,144 | 116.5% | $24.23万 | 加仓 |
| BYD | BOYD GAMING CORP | $45.09万 | 0.01% | 5,487 | 1,066 | 24.1% | $8.76万 | 加仓 |
| SHM | SPDR SERIES TRUST | $45.23万 | 0.01% | 9,456 | 9,456 | — | $45.23万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $45.23万 | 0.01% | 5,258 | -1,002 | -16.0% | -$8.62万 | 减仓 |
| HAL | HALLIBURTON CO | $45.57万 | 0.01% | 11,688 | 3,619 | 44.9% | $14.11万 | 加仓 |
| APH | AMPHENOL CORP | $45.57万 | 0.01% | 3,607 | 195 | 5.7% | $2.46万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $45.65万 | 0.01% | 8,652 | -7,395 | -46.1% | -$39.02万 | 减仓 |
| STT | STATE STR CORP | $45.79万 | 0.01% | 3,618 | 683 | 23.3% | $8.64万 | 加仓 |
| — | QORVO INC | $45.80万 | 0.01% | 5,917 | 1,037 | 21.2% | $8.03万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $45.80万 | 0.01% | 40,787 | -8,107 | -16.6% | -$9.10万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $45.93万 | 0.01% | 4,668 | 1,258 | 36.9% | $12.38万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $46.00万 | 0.01% | 9,317 | 621 | 7.1% | $3.07万 | 加仓 |
| DDOG | DATADOG INC 看涨期权 | $46.04万 | 0.01% | 3,900 | -100 | -2.5% | -$1.18万 | 减仓 |
| XYL | XYLEM INC | $46.10万 | 0.01% | 3,858 | 495 | 14.7% | $5.92万 | 加仓 |
| BCS | BARCLAYS PLC | $46.12万 | 0.01% | 21,795 | -182 | -0.8% | -$3,851 | 减仓 |
| MFC | MANULIFE FINL CORP | $46.24万 | 0.01% | 13,425 | 305 | 2.3% | $1.05万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.32万 | 0.01% | 1,667 | 145 | 9.5% | $4.03万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $46.42万 | 0.01% | 6,198 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $46.50万 | 0.01% | 1,952 | 792 | 68.3% | $18.87万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $46.51万 | 0.01% | 40,448 | 18,903 | 87.7% | $21.74万 | 加仓 |
| ROST | ROSS STORES INC | $46.58万 | 0.01% | 2,150 | 2,150 | — | $46.58万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $46.63万 | 0.01% | 15,507 | 15,507 | — | $46.63万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.70万 | 0.01% | 1,672 | -179 | -9.7% | -$5.00万 | 减仓 |
| GRMN | GARMIN LTD | $46.82万 | 0.01% | 2,018 | 115 | 6.0% | $2.67万 | 加仓 |
| SIL | GLOBAL X FDS | $47.04万 | 0.01% | 5,222 | 5,222 | — | $47.04万 | 新建仓 |
| ILMN | ILLUMINA INC | $47.07万 | 0.01% | 3,819 | 436 | 12.9% | $5.37万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $47.31万 | 0.01% | 8,402 | 1,893 | 29.1% | $10.66万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $47.38万 | 0.01% | 2,299 | 2,299 | — | $47.38万 | 新建仓 |
| TXT | TEXTRON INC | $47.39万 | 0.01% | 5,412 | 1,244 | 29.8% | $10.89万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.53万 | 0.01% | 1,847 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $47.71万 | 0.01% | 4,018 | 4,018 | — | $47.71万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $47.81万 | 0.01% | 15,567 | 15,567 | — | $47.81万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $47.87万 | 0.01% | 4,779 | 4,779 | — | $47.87万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $47.90万 | 0.01% | 6,923 | 1,072 | 18.3% | $7.42万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $47.91万 | 0.01% | 8,281 | 2,052 | 32.9% | $11.87万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $47.96万 | 0.01% | 17,490 | -11,031 | -38.7% | -$30.25万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $48.44万 | 0.01% | 18,930 | 2,322 | 14.0% | $5.94万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $48.46万 | 0.01% | 12,335 | 2,147 | 21.1% | $8.44万 | 加仓 |
| RHI | ROBERT HALF INC. | $48.56万 | 0.01% | 19,120 | 11,623 | 155.0% | $29.52万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $48.94万 | 0.01% | 21,683 | 21,683 | — | $48.94万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $49.49万 | 0.01% | 22,004 | 13,560 | 160.6% | $30.50万 | 加仓 |
| CAVA | CAVA GROUP INC | $49.58万 | 0.01% | 6,129 | -816 | -11.7% | -$6.60万 | 减仓 |
| MAS | MASCO CORP | $49.60万 | 0.01% | 8,216 | 2,091 | 34.1% | $12.62万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $49.76万 | 0.01% | 708 | 78 | 12.4% | $5.48万 | 加仓 |
| BF/A | BROWN FORMAN CORP | $49.98万 | 0.01% | 18,657 | -38 | -0.2% | -$1,018 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO 看涨期权 | $50.06万 | 0.01% | 7,100 | 7,100 | — | $50.06万 | 新建仓 |
| CI | THE CIGNA GROUP | $50.35万 | 0.01% | 1,887 | 505 | 36.5% | $13.47万 | 加仓 |
| SDY | SPDR SERIES TRUST | $50.48万 | 0.01% | 3,459 | 349 | 11.2% | $5.09万 | 加仓 |
| FDX | FEDEX CORP | $50.51万 | 0.01% | 1,418 | 439 | 44.8% | $15.64万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $50.53万 | 0.01% | 6,715 | 1,961 | 41.2% | $14.76万 | 加仓 |
| ORI | OLD REP INTL CORP | $50.87万 | 0.01% | 12,748 | 3,469 | 37.4% | $13.84万 | 加仓 |
| DVY | ISHARES TR | $51.40万 | 0.01% | 3,395 | 150 | 4.6% | $2.27万 | 加仓 |
| FTNT | FORTINET INC | $51.58万 | 0.01% | 6,312 | -115 | -1.8% | -$9,398 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $51.63万 | 0.01% | 10,318 | 10,318 | — | $51.63万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $51.80万 | 0.01% | 3,950 | 64 | 1.6% | $8,392 | 加仓 |
| TER | TERADYNE INC | $51.82万 | 0.01% | 1,748 | -248 | -12.4% | -$7.35万 | 减仓 |
| OEF | ISHARES TR | $52.04万 | 0.01% | 1,636 | 942 | 135.7% | $29.96万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $52.12万 | 0.01% | 6,483 | 1,212 | 23.0% | $9.74万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $52.13万 | 0.01% | 4,453 | 188 | 4.4% | $2.20万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $52.62万 | 0.01% | 4,566 | -1,417 | -23.7% | -$16.33万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $52.71万 | 0.01% | 3,514 | -4,819 | -57.8% | -$72.28万 | 减仓 |
| PAYX | PAYCHEX INC | $52.85万 | 0.01% | 5,737 | -129 | -2.2% | -$1.19万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $52.88万 | 0.01% | 11,896 | 1,282 | 12.1% | $5.70万 | 加仓 |
| DNN | DENISON MINES CORP | $52.95万 | 0.01% | 150,000 | 150,000 | — | $52.95万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $52.99万 | 0.01% | 5,740 | 2,157 | 60.2% | $19.91万 | 加仓 |
| CTVA | CORTEVA INC | $53.26万 | 0.01% | 6,362 | 979 | 18.2% | $8.20万 | 加仓 |
| DOCU | DOCUSIGN INC | $53.38万 | 0.01% | 11,260 | 6,053 | 116.2% | $28.70万 | 加仓 |
| IRM | IRON MTN INC DEL | $53.42万 | 0.01% | 5,230 | -1,243 | -19.2% | -$12.70万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $53.44万 | 0.01% | 9,979 | 4,325 | 76.5% | $23.16万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $53.47万 | 0.01% | 22,856 | 14,255 | 165.7% | $33.35万 | 重新持有 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $53.54万 | 0.01% | 22,634 | 14,123 | 165.9% | $33.41万 | 重新持有 |
| CASY | CASEYS GEN STORES INC | $53.79万 | 0.01% | 739 | 115 | 18.4% | $8.37万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $53.83万 | 0.01% | 1,987 | 6 | 0.3% | $1,625 | 加仓 |
| WELL | WELLTOWER INC | $54.19万 | 0.01% | 2,741 | 148 | 5.7% | $2.93万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $54.31万 | 0.01% | 15,421 | 4,411 | 40.1% | $15.54万 | 加仓 |