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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $39.77万 | 0.01% | 1,000 | 200 | 25.0% | $7.95万 | 加仓 |
| DXCM | DEXCOM INC | $39.86万 | 0.01% | 5,919 | 1,454 | 32.6% | $9.79万 | 加仓 |
| ING | ING GROEP N.V. | $39.90万 | 0.01% | 12,714 | 2,972 | 30.5% | $9.33万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $39.91万 | 0.01% | 10,485 | 621 | 6.3% | $2.36万 | 加仓 |
| PPL | PPL CORP | $40.12万 | 0.01% | 11,037 | 4,181 | 61.0% | $15.20万 | 加仓 |
| DHR | DANAHER CORP DEL | $40.12万 | 0.01% | 2,106 | 559 | 36.1% | $10.65万 | 加仓 |
| IGSB | ISHARES TR | $40.27万 | 0.01% | 7,684 | 7,684 | — | $40.27万 | 新建仓 |
| DT | DYNATRACE INC | $40.41万 | 0.01% | 9,203 | -2,538 | -21.6% | -$11.14万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $40.41万 | 0.01% | 1,522 | -51 | -3.2% | -$1.35万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $40.42万 | 0.01% | 721 | 721 | — | $40.42万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $40.66万 | 0.01% | 2,439 | 448 | 22.5% | $7.47万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP 看涨期权 | $40.76万 | 0.01% | 800 | 700 | 700.0% | $35.66万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $40.87万 | 0.01% | 24,312 | 312 | 1.3% | $5,245 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $40.90万 | 0.01% | 18,658 | 8,214 | 78.6% | $18.00万 | 加仓 |
| DHT | DHT HOLDINGS INC | $40.94万 | 0.01% | 24,768 | 24,768 | — | $40.94万 | 新建仓 |
| NTAP | NETAPP INC | $40.98万 | 0.01% | 2,648 | 628 | 31.1% | $9.72万 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $41.00万 | 0.01% | 1,893 | 1,893 | — | $41.00万 | 新建仓 |
| CAVA | CAVA GROUP INC | $41.13万 | 0.01% | 5,241 | -888 | -14.5% | -$6.97万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $41.15万 | 0.01% | 2,443 | 144 | 6.3% | $2.43万 | 加仓 |
| SIL | GLOBAL X FDS | $41.32万 | 0.01% | 5,334 | 112 | 2.1% | $8,676 | 加仓 |
| EZU | ISHARES INC | $41.47万 | 0.01% | 5,967 | 5,967 | — | $41.47万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $41.56万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.60万 | 0.01% | 4,698 | 1,133 | 31.8% | $10.03万 | 加仓 |
| WDAY | WORKDAY INC | $41.73万 | 0.01% | 3,409 | 242 | 7.6% | $2.96万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $41.76万 | 0.01% | 1,964 | 1,964 | — | $41.76万 | 新建仓 |
| CMS | CMS ENERGY CORP | $41.78万 | 0.01% | 5,461 | 5,461 | — | $41.78万 | 新建仓 |
| ZS | ZSCALER INC | $41.82万 | 0.01% | 2,963 | 1,113 | 60.2% | $15.71万 | 加仓 |
| — | CLEANCORE SOLUTIONS INC | $41.87万 | 0.01% | 510,569 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $41.89万 | 0.01% | 7,431 | 3,051 | 69.7% | $17.20万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $41.93万 | 0.01% | 15,726 | 6,584 | 72.0% | $17.55万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $41.96万 | 0.01% | 8,410 | 8,410 | — | $41.96万 | 新建仓 |
| TDC | TERADATA CORP DEL | $42.03万 | 0.01% | 12,129 | 12,129 | — | $42.03万 | 新建仓 |
| TSLA | TESLA INC 看跌期权 | $42.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $42.20万 | 0.01% | 9,968 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $42.36万 | 0.01% | 3,700 | 1,143 | 44.7% | $13.09万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $42.50万 | 0.01% | 1,275 | 1,275 | — | $42.50万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $42.57万 | 0.01% | 1,452 | 323 | 28.6% | $9.47万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $42.58万 | 0.01% | 21,409 | 6,533 | 43.9% | $12.99万 | 加仓 |
| FIX | COMFORT SYS USA INC | $42.62万 | 0.01% | 215 | 215 | — | $42.62万 | 新建仓 |
| GEN | GEN DIGITAL INC | $42.63万 | 0.01% | 17,126 | 2,035 | 13.5% | $5.07万 | 加仓 |
| WYNN | WYNN RESORTS LTD 看涨期权 | $42.72万 | 0.01% | 4,400 | -1,500 | -25.4% | -$14.56万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $42.89万 | 0.01% | 49,021 | 1,794 | 3.8% | $1.57万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $42.92万 | 0.01% | 14,650 | 3,449 | 30.8% | $10.11万 | 加仓 |
| RPM | RPM INTL INC | $43.00万 | 0.01% | 3,868 | 706 | 22.3% | $7.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $43.09万 | 0.01% | 17,554 | -6,653 | -27.5% | -$16.33万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $43.22万 | 0.01% | 4,482 | 4,482 | — | $43.22万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $43.22万 | 0.01% | 6,301 | 1,677 | 36.3% | $11.50万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $43.40万 | 0.01% | 11,434 | -1,258 | -9.9% | -$4.78万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $43.41万 | 0.01% | 314 | 1 | 0.3% | $1,382 | 加仓 |
| DOCU | DOCUSIGN INC | $43.42万 | 0.01% | 9,775 | -1,485 | -13.2% | -$6.60万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.46万 | 0.01% | 618 | -397 | -39.1% | -$27.92万 | 减仓 |
| EOG | EOG RES INC | $43.62万 | 0.01% | 3,363 | 533 | 18.8% | $6.91万 | 加仓 |
| DBEF | DBX ETF TR | $43.81万 | 0.01% | 8,019 | 3,803 | 90.2% | $20.78万 | 重新持有 |
| L | LOEWS CORP | $43.83万 | 0.01% | 3,872 | 1,719 | 79.8% | $19.46万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $43.84万 | 0.01% | 3,430 | 577 | 20.2% | $7.37万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $44.00万 | 0.01% | 30,197 | 30,197 | — | $44.00万 | 新建仓 |
| U | UNITY SOFTWARE INC | $44.09万 | 0.01% | 15,427 | 1,983 | 14.8% | $5.67万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $44.21万 | 0.01% | 4,224 | 4,224 | — | $44.21万 | 新建仓 |
| EFG | ISHARES TR | $44.23万 | 0.01% | 3,555 | 208 | 6.2% | $2.59万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $44.29万 | 0.01% | 15,100 | -400 | -2.6% | -$1.17万 | 减仓 |
| CUBE | CUBESMART | $44.30万 | 0.01% | 11,138 | 3,148 | 39.4% | $12.52万 | 加仓 |
| NWG | NATWEST GROUP PLC | $44.34万 | 0.01% | 25,152 | 1,684 | 7.2% | $2.97万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO 看涨期权 | $44.38万 | 0.01% | 8,900 | 1,800 | 25.4% | $8.97万 | 加仓 |
| DVY | ISHARES TR | $44.38万 | 0.01% | 2,839 | -556 | -16.4% | -$8.69万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $44.38万 | 0.01% | 9,115 | 9,115 | — | $44.38万 | 新建仓 |
| SHLD | GLOBAL X FDS | $44.39万 | 0.01% | 7,434 | 1,501 | 25.3% | $8.96万 | 加仓 |
| EWS | ISHARES INC | $44.41万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC 看涨期权 | $44.53万 | 0.01% | 3,900 | 500 | 14.7% | $5.71万 | 加仓 |
| MHK | MOHAWK INDS INC | $44.55万 | 0.01% | 3,672 | 3,672 | — | $44.55万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $44.57万 | 0.01% | 1,876 | 110 | 6.2% | $2.61万 | 加仓 |
| KR | KROGER CO | $44.74万 | 0.01% | 8,057 | -124 | -1.5% | -$6,886 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $44.98万 | 0.01% | 6,300 | -1,000 | -13.7% | -$7.14万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $45.02万 | 0.01% | 8,111 | 1,787 | 28.3% | $9.92万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $45.06万 | 0.01% | 3,964 | 1,048 | 35.9% | $11.91万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $45.10万 | 0.01% | 5,090 | 1,612 | 46.3% | $14.28万 | 加仓 |
| MKSI | MKS INC. | $45.10万 | 0.01% | 1,014 | 1,014 | — | $45.10万 | 新建仓 |
| BP | BP PLC | $45.12万 | 0.01% | 12,211 | 5,409 | 79.5% | $19.99万 | 加仓 |
| TXT | TEXTRON INC | $45.19万 | 0.01% | 4,926 | -486 | -9.0% | -$4.46万 | 减仓 |
| HAL | HALLIBURTON CO | $45.25万 | 0.01% | 13,327 | 1,639 | 14.0% | $5.56万 | 加仓 |
| GM | GENERAL MTRS CO | $45.25万 | 0.01% | 5,870 | 1,723 | 41.5% | $13.28万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $45.42万 | 0.01% | 5,734 | 866 | 17.8% | $6.86万 | 加仓 |
| MIDD | MIDDLEBY CORP | $45.43万 | 0.01% | 2,641 | 2,641 | — | $45.43万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $45.71万 | 0.01% | 1,329 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $45.75万 | 0.01% | 8,772 | -777 | -8.1% | -$4.05万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $45.81万 | 0.01% | 4,063 | -390 | -8.8% | -$4.40万 | 减仓 |
| DNN | DENISON MINES CORP | $45.90万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $45.92万 | 0.01% | 3,836 | 3,836 | — | $45.92万 | 新建仓 |
| DB | DEUTSCHE BK AG | $46.37万 | 0.01% | 13,736 | -285 | -2.0% | -$9,622 | 减仓 |
| IQV | IQVIA HLDGS INC | $46.47万 | 0.01% | 2,405 | 766 | 46.7% | $14.80万 | 加仓 |
| TPR | TAPESTRY INC | $46.58万 | 0.01% | 3,182 | 476 | 17.6% | $6.97万 | 加仓 |
| YUM | YUM BRANDS INC | $46.58万 | 0.01% | 2,914 | 276 | 10.5% | $4.41万 | 加仓 |
| ATR | APTARGROUP INC | $46.61万 | 0.01% | 3,723 | 3,723 | — | $46.61万 | 新建仓 |
| BYD | BOYD GAMING CORP | $46.65万 | 0.01% | 5,281 | -206 | -3.8% | -$1.82万 | 减仓 |
| DAC | DANAOS CORPORATION | $46.76万 | 0.01% | 3,821 | 3,821 | — | $46.76万 | 新建仓 |
| XEL | XCEL ENERGY INC | $46.86万 | 0.01% | 5,835 | 183 | 3.2% | $1.47万 | 加仓 |
| CPA | COPA HOLDINGS SA | $46.86万 | 0.01% | 3,012 | 1,154 | 62.1% | $17.95万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $47.00万 | 0.01% | 4,008 | 1,600 | 66.4% | $18.76万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $47.01万 | 0.01% | 12,869 | -1,033 | -7.4% | -$3.77万 | 减仓 |
| THG | HANOVER INS GROUP INC | $47.04万 | 0.01% | 2,197 | 511 | 30.3% | $10.94万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $47.35万 | 0.01% | 19,737 | 4,597 | 30.4% | $11.03万 | 加仓 |