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 |
|---|---|---|---|---|---|---|---|---|
| BSMT | INVESCO EXCH TRD SLF IDX FD | $47.39万 | 0.01% | 20,579 | 7,801 | 61.1% | $17.97万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $47.42万 | 0.01% | 9,623 | 9,623 | — | $47.42万 | 新建仓 |
| IBHG | ISHARES TR | $47.56万 | 0.01% | 21,538 | 21,538 | — | $47.56万 | 新建仓 |
| HPQ | HP INC | $47.60万 | 0.01% | 21,698 | 7,072 | 48.4% | $15.52万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $47.76万 | 0.01% | 14,249 | 1,001 | 7.6% | $3.36万 | 加仓 |
| EFV | ISHARES TR | $47.82万 | 0.01% | 6,247 | 1,019 | 19.5% | $7.80万 | 加仓 |
| RNG | RINGCENTRAL INC | $48.18万 | 0.01% | 12,360 | 993 | 8.7% | $3.87万 | 加仓 |
| ICHR | ICHOR HOLDINGS 看涨期权 | $48.28万 | 0.01% | 4,300 | 4,300 | — | $48.28万 | 新建仓 |
| HROW | HARROW INC | $48.36万 | 0.01% | 11,386 | 3,196 | 39.0% | $13.57万 | 加仓 |
| TER | TERADYNE INC 看涨期权 | $48.38万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC 看涨期权 | $48.53万 | 0.01% | 2,000 | 2,000 | — | $48.53万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $48.54万 | 0.01% | 8,900 | 1,500 | 20.3% | $8.18万 | 加仓 |
| MUR | MURPHY OIL CORP | $48.61万 | 0.01% | 14,928 | 692 | 4.9% | $2.25万 | 加仓 |
| SAP | SAP SE | $48.62万 | 0.01% | 3,155 | 1,459 | 86.0% | $22.48万 | 加仓 |
| ETSY | ETSY INC | $48.88万 | 0.01% | 6,489 | 1,693 | 35.3% | $12.75万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $49.02万 | 0.01% | 40,448 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO 看涨期权 | $49.10万 | 0.01% | 1,500 | -400 | -21.1% | -$13.09万 | 减仓 |
| CGNX | COGNEX CORP | $49.48万 | 0.01% | 6,832 | 1,317 | 23.9% | $9.54万 | 加仓 |
| TSN | TYSON FOODS INC | $49.69万 | 0.01% | 8,679 | -1,204 | -12.2% | -$6.89万 | 减仓 |
| IUSG | ISHARES TR | $49.73万 | 0.01% | 2,644 | 3 | 0.1% | $564 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $49.87万 | 0.01% | 13,262 | 2,066 | 18.5% | $7.77万 | 加仓 |
| GRMN | GARMIN LTD | $49.91万 | 0.01% | 2,101 | 83 | 4.1% | $1.97万 | 加仓 |
| MDT | MEDTRONIC PLC 看涨期权 | $50.07万 | 0.01% | 6,400 | -6,000 | -48.4% | -$46.94万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $50.12万 | 0.01% | 15,064 | 2,033 | 15.6% | $6.76万 | 加仓 |
| TRFK | PACER FDS TR | $50.15万 | 0.01% | 4,700 | -50,795 | -91.5% | -$541.99万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $50.23万 | 0.01% | 9,370 | 53 | 0.6% | $2,841 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $50.47万 | 0.01% | 19,555 | 625 | 3.3% | $1.61万 | 加仓 |
| EC | ECOPETROL S A | $50.52万 | 0.01% | 35,480 | 7,266 | 25.8% | $10.35万 | 加仓 |
| — | TIDAL TRUST III | $50.53万 | 0.01% | 27,400 | 27,400 | — | $50.53万 | 新建仓 |
| DE | DEERE & CO 看涨期权 | $50.75万 | 0.01% | 800 | 400 | 100.0% | $25.37万 | 加仓 |
| FIVE | FIVE BELOW INC | $50.75万 | 0.01% | 2,823 | 66 | 2.4% | $1.19万 | 加仓 |
| CRWV | COREWEAVE INC 看涨期权 | $50.77万 | 0.01% | 5,100 | 500 | 10.9% | $4.98万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $50.77万 | 0.01% | 1,778 | 1,778 | — | $50.77万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $50.90万 | 0.01% | 2,000 | -100 | -4.8% | -$2.54万 | 减仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $50.94万 | 0.01% | 21,135 | 21,135 | — | $50.94万 | 新建仓 |
| LNN | LINDSAY CORP | $51.14万 | 0.01% | 4,131 | 909 | 28.2% | $11.25万 | 加仓 |
| CPAY | CORPAY INC | $51.36万 | 0.01% | 1,541 | 328 | 27.0% | $10.93万 | 加仓 |
| TEM | TEMPUS AI INC 看涨期权 | $51.56万 | 0.01% | 8,900 | 900 | 11.2% | $5.21万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $51.59万 | 0.01% | 21,189 | 7,821 | 58.5% | $19.04万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $51.65万 | 0.01% | 23,194 | 23,194 | — | $51.65万 | 新建仓 |
| RY | ROYAL BK CDA | $51.91万 | 0.01% | 2,508 | 131 | 5.5% | $2.71万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $51.97万 | 0.01% | 4,176 | 1,420 | 51.5% | $17.67万 | 加仓 |
| XYZ | BLOCK INC | $52.01万 | 0.01% | 6,844 | 1,045 | 18.0% | $7.94万 | 加仓 |
| FE | FIRSTENERGY CORP | $52.18万 | 0.01% | 10,975 | 2,711 | 32.8% | $12.89万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $52.31万 | 0.01% | 10,954 | 827 | 8.2% | $3.95万 | 加仓 |
| GLDM | WORLD GOLD TR | $52.44万 | 0.01% | 6,603 | -158 | -2.3% | -$1.25万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $52.66万 | 0.01% | 10,137 | 2,809 | 38.3% | $14.59万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $52.80万 | 0.01% | 10,871 | 618 | 6.0% | $3.00万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $52.87万 | 0.01% | 17,618 | 2,111 | 13.6% | $6.34万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $52.99万 | 0.01% | 10,306 | 1,039 | 11.2% | $5.34万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $53.21万 | 0.01% | 2,964 | 1,421 | 92.1% | $25.51万 | 加仓 |
| MTDR | MATADOR RES CO | $53.26万 | 0.01% | 10,699 | 669 | 6.7% | $3.33万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $53.28万 | 0.01% | 4,479 | 679 | 17.9% | $8.08万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $53.40万 | 0.01% | 1,184 | -6 | -0.5% | -$2,706 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $53.43万 | 0.01% | 5,111 | 2,183 | 74.6% | $22.82万 | 加仓 |
| ORI | OLD REP INTL CORP | $53.48万 | 0.01% | 13,070 | 322 | 2.5% | $1.32万 | 加仓 |
| WCC | WESCO INTL INC | $53.75万 | 0.01% | 1,556 | 197 | 14.5% | $6.80万 | 加仓 |
| VCR | VANGUARD WORLD FD | $53.82万 | 0.01% | 1,357 | 706 | 108.4% | $28.00万 | 加仓 |
| XOP | SPDR SERIES TRUST | $54.04万 | 0.01% | 3,503 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $54.17万 | 0.01% | 9,672 | 384 | 4.1% | $2.15万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $54.18万 | 0.01% | 7,567 | 3,583 | 89.9% | $25.65万 | 加仓 |
| MFC | MANULIFE FINL CORP | $54.55万 | 0.01% | 13,467 | 42 | 0.3% | $1,701 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $54.57万 | 0.01% | 9,201 | -24,085 | -72.4% | -$142.84万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $54.59万 | 0.01% | 7,143 | 220 | 3.2% | $1.68万 | 加仓 |
| DG | DOLLAR GEN CORP | $54.82万 | 0.01% | 4,762 | 744 | 18.5% | $8.56万 | 加仓 |
| RTX | RTX CORPORATION 看涨期权 | $55.02万 | 0.01% | 2,900 | 2,300 | 383.3% | $43.64万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $55.04万 | 0.01% | 3,431 | -545 | -13.7% | -$8.74万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $55.06万 | 0.01% | 20,125 | 1,468 | 7.9% | $4.02万 | 加仓 |
| VICI | VICI PPTYS INC | $55.07万 | 0.01% | 20,741 | 20,741 | — | $55.07万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $55.23万 | 0.01% | 2,822 | 744 | 35.8% | $14.56万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $55.65万 | 0.01% | 3,678 | 15 | 0.4% | $2,270 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $55.74万 | 0.01% | 10,318 | 10,318 | — | $55.74万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $55.77万 | 0.01% | 10,159 | 1,385 | 15.8% | $7.60万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC 看涨期权 | $56.17万 | 0.01% | 16,200 | 3,300 | 25.6% | $11.44万 | 重新持有 |
| CNA | CNA FINL CORP | $56.26万 | 0.01% | 11,573 | 6,250 | 117.4% | $30.38万 | 加仓 |
| IBDR | ISHARES TR | $56.37万 | 0.01% | 23,265 | 23,265 | — | $56.37万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $56.47万 | 0.01% | 9,210 | 929 | 11.2% | $5.70万 | 加仓 |
| VLUE | ISHARES TR | $56.52万 | 0.01% | 2,829 | 8 | 0.3% | $1,598 | 加仓 |
| MLPX | GLOBAL X FDS | $56.83万 | 0.01% | 7,715 | -771 | -9.1% | -$5.68万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $57.00万 | 0.01% | 1,861 | 14 | 0.8% | $4,288 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.20万 | 0.01% | 1,969 | -575 | -22.6% | -$16.71万 | 减仓 |
| ALLY | ALLY FINL INC | $57.39万 | 0.01% | 12,489 | 3,482 | 38.7% | $16.00万 | 加仓 |
| RIO | RIO TINTO PLC | $57.61万 | 0.01% | 6,069 | 6,069 | — | $57.61万 | 新建仓 |
| TKR | TIMKEN CO | $57.72万 | 0.01% | 3,972 | 1,121 | 39.3% | $16.29万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $57.77万 | 0.01% | 3,976 | 26 | 0.7% | $3,778 | 加仓 |
| FAST | FASTENAL CO | $58.21万 | 0.01% | 12,120 | 2,922 | 31.8% | $14.03万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $58.22万 | 0.01% | 7,174 | 2,092 | 41.2% | $16.98万 | 加仓 |
| LEN | LENNAR CORP | $58.31万 | 0.01% | 6,443 | 4,235 | 191.8% | $38.32万 | 重新持有 |
| MET | METLIFE INC | $58.32万 | 0.01% | 6,893 | 540 | 8.5% | $4.57万 | 加仓 |
| GWW | WW GRAINGER INC | $58.50万 | 0.01% | 430 | 123 | 40.1% | $16.73万 | 加仓 |
| SYK | STRYKER CORPORATION | $58.52万 | 0.01% | 1,859 | 16 | 0.9% | $5,037 | 加仓 |
| SDY | SPDR SERIES TRUST | $58.55万 | 0.01% | 3,847 | 388 | 11.2% | $5.90万 | 加仓 |
| CLH | CLEAN HARBORS INC | $58.67万 | 0.01% | 1,964 | -147 | -7.0% | -$4.39万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $58.71万 | 0.01% | 4,835 | 56 | 1.2% | $6,800 | 加仓 |
| CI | THE CIGNA GROUP | $58.95万 | 0.01% | 2,138 | 251 | 13.3% | $6.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $59.17万 | 0.01% | 8,200 | 2,000 | 32.3% | $14.43万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $59.52万 | 0.01% | 7,144 | 3,197 | 81.0% | $26.63万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看涨期权 | $59.83万 | 0.01% | 2,200 | 2,200 | — | $59.83万 | 新建仓 |
| MCO | MOODYS CORP | $59.96万 | 0.01% | 1,324 | 473 | 55.6% | $21.42万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $60.01万 | 0.01% | 12,391 | 7,405 | 148.5% | $35.86万 | 加仓 |