13F 机构持仓

HUB Investment Partners, LLC

AUSTIN TX · SEC CIK 0001841815

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$55.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 9.6%
AAPL 8.2%
VTI 2.8%
MSFT 2.2%
AVLV 2.2%
AMZN 2.0%
FBND 1.5%
AVDE 1.4%
GOOGL 1.3%
BINC 1.2%

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
VCIT VANGUARD SCOTTSDALE FDS $54.35万0.01%6,568 -1,170-15.1% -$9.68万 减仓
GMED GLOBUS MED INC $54.45万0.01%6,320 1,27625.3% $10.99万 加仓
— NUVEEN MULTI ASSET INCOME FU $54.50万0.01%43,952 22,185101.9% $27.51万 重新持有
IONQ IONQ INC $54.58万0.01%18,930 12,298185.4% $35.46万 加仓
ACN ACCENTURE PLC IRELAND $54.65万0.01%2,756 -239-8.0% -$4.74万 减仓
JBL JABIL INC $54.72万0.01%2,060 402.0% $1.06万 加仓
NNN NNN REIT INC $54.79万0.01%13,035 6,09087.7% $25.60万 加仓
LDOS LEIDOS HOLDINGS INC $55.18万0.01%3,548 -217-5.8% -$3.37万 减仓
PNC PNC FINL SVCS GROUP INC $55.25万0.01%2,655 1,448120.0% $30.13万 加仓
MSTR STRATEGY INC $55.74万0.01%4,466 2,876180.9% $35.89万 加仓
RF REGIONS FINANCIAL CORP NEW $55.74万0.01%21,339 10,44195.8% $27.27万 加仓
FOXA FOX CORP $55.77万0.01%9,549 -498-5.0% -$2.91万 减仓
DAL DELTA AIR LINES INC $55.82万0.01%8,396 901.1% $5,983 加仓
ALL ALLSTATE CORP $55.85万0.01%2,694 1,721176.9% $35.68万 加仓
JPM JPMORGAN CHASE & CO 看涨期权 $55.89万0.01%1,900 1,8001,800.0% $52.95万 加仓
JBHT HUNT J B TRANS SVCS INC $56.39万0.01%2,661 34414.8% $7.29万 加仓
SPAB SPDR SERIES TRUST $56.40万0.01%22,014 22,014— $56.40万 新建仓
SNA SNAP ON INC $56.92万0.01%1,567 63668.3% $23.10万 加仓
NTRS NORTHERN TR CORP $56.99万0.01%4,083 59417.0% $8.29万 加仓
FFIV F5 INC $57.03万0.01%1,971 40525.9% $11.72万 加仓
WSM WILLIAMS SONOMA INC $57.22万0.01%3,139 1565.2% $2.84万 加仓
SYF SYNCHRONY FINANCIAL $57.40万0.01%8,438 -547-6.1% -$3.72万 减仓
SAN BANCO SANTANDER SA $57.48万0.01%50,954 -4,762-8.5% -$5.37万 减仓
PNW PINNACLE WEST CAP CORP $57.48万0.01%5,705 2,00254.1% $20.17万 加仓
BDX BECTON DICKINSON & CO $57.59万0.01%3,663 -112-3.0% -$1.76万 减仓
CNC CENTENE CORP DEL $57.71万0.01%17,627 7254.3% $2.37万 加仓
CCK CROWN HLDGS INC $58.12万0.01%5,798 85817.4% $8.60万 加仓
FNDF SCHWAB STRATEGIC TR $58.13万0.01%11,880 1,0149.3% $4.96万 加仓
CIEN CIENA CORP $58.16万0.01%1,498 45743.9% $17.74万 加仓
SONY SONY GROUP CORP $58.47万0.01%28,244 15,077114.5% $31.21万 加仓
MUR MURPHY OIL CORP $58.72万0.01%14,236 -376-2.6% -$1.55万 减仓
KR KROGER CO $59.19万0.01%8,181 230.3% $1,664 加仓
BIL SPDR SERIES TRUST $59.48万0.01%6,491 6,491— $59.48万 新建仓
NDSN NORDSON CORP $59.60万0.01%2,240 37920.4% $10.08万 加仓
CW CURTISS WRIGHT CORP $59.60万0.01%875 9612.3% $6.54万 加仓
EGP EASTGROUP PPTYS INC $59.86万0.01%3,234 1,36172.7% $25.19万 加仓
WYNN WYNN RESORTS LTD 看涨期权 $59.91万0.01%5,900 -700-10.6% -$7.11万 减仓
ESS ESSEX PPTY TR INC $59.92万0.01%2,476 71640.7% $17.33万 加仓
CB CHUBB LTD SWITZ $59.97万0.01%1,840 854.8% $2.77万 加仓
SHW SHERWIN WILLIAMS CO $60.30万0.01%1,881 39426.5% $12.63万 加仓
RL RALPH LAUREN CORP $60.51万0.01%1,759 39829.2% $13.69万 加仓
CLH CLEAN HARBORS INC $60.53万0.01%2,111 1075.3% $3.07万 加仓
SYK STRYKER CORPORATION $60.57万0.01%1,843 36124.4% $11.86万 加仓
RDDT REDDIT INC 看涨期权 $60.59万0.01%4,500 -9,400-67.6% -$126.57万 减仓
TMO THERMO FISHER SCIENTIFIC INC $60.69万0.01%1,235 14713.5% $7.22万 加仓
ES EVERSOURCE ENERGY $60.70万0.01%8,761 4,18991.6% $29.02万 加仓
SCHA SCHWAB STRATEGIC TR $60.73万0.01%20,884 5192.5% $1.51万 加仓
NKE NIKE INC 看涨期权 $60.74万0.01%11,500 6,000109.1% $31.69万 加仓
VGSH VANGUARD SCOTTSDALE FDS $60.93万0.01%10,409 10,409— $60.93万 新建仓
VIGI VANGUARD WHITEHALL FDS $60.94万0.01%6,889 3295.0% $2.91万 加仓
SPGI S&P GLOBAL INC $61.42万0.01%1,444 433.1% $1.83万 加仓
INGR INGREDION INC $61.60万0.01%5,468 2,11363.0% $23.81万 加仓
LAMR LAMAR ADVERTISING CO $61.80万0.01%4,879 1,57447.6% $19.94万 加仓
COHR COHERENT CORP 看涨期权 $61.93万0.01%2,600 2,600— $61.93万 新建仓
CGGR CAPITAL GROUP GROWTH ETF $62.05万0.01%15,440 9,667167.5% $38.85万 加仓
ULTA ULTA BEAUTY INC $62.20万0.01%1,190 16816.4% $8.78万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $62.58万0.01%1,015 23329.8% $14.37万 加仓
GLDM WORLD GOLD TR $62.67万0.01%6,761 6,761— $62.67万 新建仓
MLPX GLOBAL X FDS $62.74万0.02%8,486 1,07114.4% $7.92万 加仓
TXG 10X GENOMICS INC $62.97万0.02%29,662 4,17116.4% $8.86万 加仓
FIVE FIVE BELOW INC $62.99万0.02%2,757 34914.5% $7.97万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $63.06万0.02%2,154 1,428196.7% $41.81万 加仓
GOOGL ALPHABET INC 看涨期权 $63.26万0.02%2,200 -134,700-98.4% -$3,873.43万 减仓
TSN TYSON FOODS INC $63.32万0.02%9,883 6697.3% $4.29万 加仓
MTDR MATADOR RES CO $63.37万0.02%10,030 -2,253-18.3% -$14.23万 减仓
RSP INVESCO EXCHANGE TRADED FD T $63.47万0.02%3,307 1073.3% $2.05万 加仓
BN BROOKFIELD CORP $63.50万0.02%15,692 1,0126.9% $4.10万 加仓
XOP SPDR SERIES TRUST $63.70万0.02%3,503 3,503— $63.70万 新建仓
KMB KIMBERLY-CLARK CORP $63.94万0.02%6,628 99317.6% $9.58万 加仓
BIDU BAIDU INC $64.47万0.02%5,786 2,19160.9% $24.41万 加仓
TFLO ISHARES TR $64.48万0.02%12,735 -3,876-23.3% -$19.62万 减仓
WDC WESTERN DIGITAL CORP $64.73万0.02%2,393 -440-15.5% -$11.90万 减仓
CMF ISHARES TR $65.47万0.02%11,514 11,514— $65.47万 新建仓
AWI ARMSTRONG WORLD INDS INC NEW $65.52万0.02%3,976 1473.8% $2.42万 加仓
NSC NORFOLK SOUTHN CORP $65.79万0.02%2,292 160.7% $4,593 加仓
BMOP BNY MELLON ETF TRUST II $65.97万0.02%26,783 26,783— $65.97万 新建仓
OXY OCCIDENTAL PETE CORP $66.65万0.02%10,253 -718-6.5% -$4.67万 减仓
EMR EMERSON ELEC CO $66.83万0.02%5,101 3136.5% $4.10万 加仓
VT VANGUARD INTL EQUITY INDEX F $67.07万0.02%4,849 2,03272.1% $28.11万 加仓
BROS DUTCH BROS INC $67.17万0.02%13,260 -1,186-8.2% -$6.01万 减仓
ULTA ULTA BEAUTY INC 看涨期权 $67.95万0.02%1,300 -100-7.1% -$5.23万 减仓
ASTS AST SPACEMOBILE INC 看涨期权 $67.95万0.02%8,200 8,200— $67.95万 新建仓
PGR PROGRESSIVE CORP $68.20万0.02%3,440 2437.6% $4.82万 加仓
BXSL BLACKSTONE SECD LENDING FD $68.63万0.02%28,970 -42,362-59.4% -$100.36万 重新持有
CRWV COREWEAVE INC $68.69万0.02%8,867 -2,371-21.1% -$18.37万 减仓
DLR DIGITAL RLTY TR INC $68.83万0.02%3,819 3209.1% $5.77万 加仓
CMCSA COMCAST CORP NEW $69.50万0.02%24,207 4,71224.2% $13.53万 加仓
DVN DEVON ENERGY CORP NEW $69.57万0.02%13,825 -19,443-58.4% -$97.84万 减仓
IUSB ISHARES TR $69.72万0.02%15,095 -1,981-11.6% -$9.15万 减仓
TT TRANE TECHNOLOGIES PLC $69.76万0.02%1,674 1,674— $69.76万 新建仓
CINF CINCINNATI FINL CORP $69.86万0.02%4,440 1,57154.8% $24.72万 加仓
MNST MONSTER BEVERAGE CORP NEW $69.92万0.02%9,649 1,97625.8% $14.32万 加仓
HIG HARTFORD INSURANCE GROUP INC $70.16万0.02%5,188 -1,736-25.1% -$23.48万 减仓
NFLX NETFLIX INC. 看涨期权 $70.19万0.02%7,300 -11,200-60.5% -$107.69万 减仓
GSLC GOLDMAN SACHS ETF TR $71.12万0.02%5,684 -130-2.2% -$1.63万 减仓
ECL ECOLAB INC $71.24万0.02%2,678 60929.4% $16.20万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $71.53万0.02%5,007 30.1% $429 加仓
FLCB FRANKLIN TEMPLETON ETF TR $71.61万0.02%33,324 10,17644.0% $21.87万 加仓
SCHF SCHWAB STRATEGIC TR $71.79万0.02%29,006 5,79625.0% $14.34万 加仓
STK COLUMBIA SELIGM PREM TECH GR $72.07万0.02%19,000 00.0% — 不变