13F 机构持仓

HUB Investment Partners, LLC

AUSTIN TX · SEC CIK 0001841815

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.2%
AAPL 7.8%
AIAI 2.8%
VTI 2.6%
MSFT 2.0%
AVLV 2.0%
AMZN 1.9%
GOOGL 1.4%
SGOV 1.3%
AVDE 1.2%

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
FNB F N B CORP $36.13万0.01%18,937 2,25813.5% $4.31万 加仓
RSG REPUBLIC SVCS INC $36.10万0.01%1,694 24416.8% $5.20万 加仓
ULTA ULTA BEAUTY INC 看涨期权 $36.08万0.01%800 -500-38.5% -$22.55万 减仓
ARES ARES MANAGEMENT CORPORATION $36.07万0.01%3,240 1,20859.4% $13.45万 加仓
SOXX ISHARES TR $35.93万0.01%561 561— $35.93万 新建仓
FENI FIDELITY COVINGTON TRUST $35.81万0.01%8,924 80.1% $321 加仓
IEX IDEX CORP $35.77万0.01%1,576 1,576— $35.77万 新建仓
URA GLOBAL X FDS $35.76万0.01%8,184 1,03414.5% $4.52万 加仓
ARW ARROW ELECTRS INC $35.53万0.01%1,665 1,665— $35.53万 新建仓
NMM NAVIOS MARITIME PARTNERS LP $35.53万0.01%5,070 5,070— $35.53万 新建仓
SCHM SCHWAB STRATEGIC TR $35.43万0.01%9,611 -469-4.7% -$1.73万 减仓
GD GENERAL DYNAMICS CORP 看涨期权 $35.42万0.01%1,000 40066.7% $14.17万 加仓
XYL XYLEM INC $35.40万0.01%2,995 -863-22.4% -$10.20万 减仓
GOOG ALPHABET INC 看涨期权 $35.33万0.01%1,000 -100-9.1% -$3.53万 减仓
SNPS SYNOPSYS INC $35.28万0.01%791 15624.6% $6.96万 加仓
WTM WHITE MTNS INS GROUP LTD $35.25万0.01%170 2013.3% $4.15万 加仓
GEV GE VERNOVA INC 看涨期权 $35.25万0.01%300 10050.0% $11.75万 加仓
VRSN VERISIGN INC $35.24万0.01%1,401 37837.0% $9.51万 重新持有
SPB SPECTRUM BRANDS HOLDINGS INC $35.15万0.01%4,099 53214.9% $4.56万 加仓
PXH INVESCO EXCH TRADED FD TR II $35.05万0.01%12,571 -20-0.2% -$558 减仓
VAC MARRIOTT VACATIONS WORLDWIDE $35.02万0.01%3,437 3,437— $35.02万 新建仓
QQQI NEOS ETF TRUST $34.98万0.01%6,159 6,159— $34.98万 新建仓
UNM UNUM GROUP $34.87万0.01%3,901 74423.6% $6.65万 加仓
OKLO OKLO INC $34.73万0.01%6,637 1,29924.3% $6.80万 加仓
— BANK MONTREAL MEDIUM $34.71万0.01%13,500 00.0% — 不变
UL UNILEVER PLC $34.69万0.01%5,771 -5-0.1% -$301 减仓
BBWI BATH & BODY WORKS INC $34.68万0.01%14,994 14,994— $34.68万 新建仓
COR CENCORA INC $34.52万0.01%1,220 26227.3% $7.41万 加仓
APA APA CORPORATION $34.48万0.01%10,586 1,83521.0% $5.98万 加仓
— GATES INDL CORP PLC $34.45万0.01%12,315 -1,008-7.6% -$2.82万 减仓
MTG MGIC INVT CORP WIS $34.42万0.01%12,207 2,19621.9% $6.19万 加仓
SBR SABINE RTY TR $34.38万0.01%4,696 78520.1% $5.75万 加仓
— INVESCO EXCH TRD SLF IDX FD $34.34万0.01%16,366 16,366— $34.34万 新建仓
UHS UNIVERSAL HLTH SVCS INC $34.32万0.01%2,308 27613.6% $4.10万 加仓
WWJD NORTHERN LTS FD TR IV $34.32万0.01%9,000 00.0% — 不变
CFR CULLEN FROST BANKERS INC $34.31万0.01%2,220 -37-1.6% -$5,718 减仓
ZTS ZOETIS INC $34.29万0.01%4,772 1,09229.7% $7.85万 加仓
SPSM SPDR SERIES TRUST $34.09万0.01%5,911 230.4% $1,326 加仓
URI UNITED RENTALS INC 看涨期权 $33.99万0.01%300 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $33.92万0.01%2,755 1646.3% $2.02万 加仓
MSTR STRATEGY INC 看涨期权 $33.90万0.01%3,900 1,90095.0% $16.52万 加仓
RWL INVESCO EXCH TRADED FD TR II $33.89万0.01%2,653 2,653— $33.89万 新建仓
DOC HEALTHPEAK PROPERTIES INC $33.85万0.01%15,816 15,816— $33.85万 新建仓
CALM CAL MAINE FOODS INC $33.67万0.01%4,180 2526.4% $2.03万 加仓
RITM RITHM CAPITAL CORP $33.40万0.01%35,573 6,23121.2% $5.85万 加仓
MDB MONGODB INC $32.82万0.01%977 41172.6% $13.81万 重新持有
NLY ANNALY CAPITAL MANAGEMENT IN $32.80万0.01%14,668 4623.3% $1.03万 加仓
PALC PACER FDS TR $32.77万0.01%5,485 -800-12.7% -$4.78万 减仓
COO COOPER COS INC $32.76万0.01%4,569 4,569— $32.76万 新建仓
BSX BOSTON SCIENTIFIC CORP $32.61万0.01%7,641 1,92533.7% $8.22万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $32.46万0.01%1,347 1,347— $32.46万 新建仓
CENT CENTRAL GARDEN & PET CO $32.34万0.01%7,294 7,294— $32.34万 新建仓
VFH VANGUARD WORLD FD $32.25万0.01%2,451 76145.0% $10.01万 加仓
SAIC SCIENCE APPLICATIONS INTL CO $32.04万0.01%2,902 2,902— $32.04万 新建仓
ATO ATMOS ENERGY CORP $31.84万0.01%1,848 1518.9% $2.60万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $31.80万0.01%6,906 1722.6% $7,920 加仓
USFD US FOODS HLDG CORP $31.69万0.01%3,099 -405-11.6% -$4.14万 减仓
VOD VODAFONE GROUP PLC $31.67万0.01%23,948 2,90713.8% $3.84万 加仓
USAC USA COMPRESSION PARTNERS LP $31.67万0.01%12,000 00.0% — 不变
XAR SPDR SERIES TRUST $31.66万0.01%1,116 31940.0% $9.05万 加仓
FCN FTI CONSULTING INC $31.65万0.01%2,124 -113-5.1% -$1.68万 减仓
— ELECTRONIC ARTS INC $31.52万0.01%1,537 24118.6% $4.94万 加仓
HE HAWAIIAN ELEC INDS INC MTN B $31.45万0.01%23,242 9274.2% $1.25万 加仓
JKHY HENRY JACK & ASSOC INC $31.42万0.01%2,281 -541-19.2% -$7.45万 减仓
UPST UPSTART HLDGS INC $31.41万0.01%8,864 1,02613.1% $3.64万 加仓
BITB BITWISE BITCOIN ETF TR $31.28万0.01%9,817 -1,928-16.4% -$6.14万 减仓
AMBP ARDAGH METAL PACKAGING S A $31.23万0.01%65,880 1,2972.0% $6,148 加仓
SPPP SPROTT ASSET MANAGEMENT LP $31.12万0.01%25,000 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOM $31.12万0.01%25,282 1,5006.3% $1.85万 加仓
KB KB FINL GROUP INC $31.10万0.01%2,963 37114.3% $3.89万 加仓
SCHZ SCHWAB STRATEGIC TR $31.01万0.01%13,405 13,405— $31.01万 新建仓
TD TORONTO DOMINION BK ONT $30.98万0.01%2,551 974.0% $1.18万 加仓
RGLD ROYAL GOLD INC $30.96万0.01%1,551 18413.5% $3.67万 加仓
LYG LLOYDS BANKING GROUP PLC $30.95万0.01%53,086 12,94832.3% $7.55万 加仓
RBLX ROBLOX CORP $30.89万0.01%5,680 5,680— $30.89万 新建仓
SILJ AMPLIFY ETF TR $30.82万0.01%11,889 4,43359.5% $11.49万 加仓
FBRT FRANKLIN BSP RLTY TR INC $30.79万0.01%37,822 37,822— $30.79万 新建仓
CDW CDW CORP $30.70万0.01%2,183 39822.3% $5.60万 加仓
BALL BALL CORP $30.65万0.01%4,911 79019.2% $4.93万 加仓
CIG CIA ENERGETICA DE MINAS GERA $30.56万0.01%145,517 -32,990-18.5% -$6.93万 减仓
GGG GRACO INC $30.55万0.01%4,041 -926-18.6% -$7.00万 减仓
SEIC SEI INVTS CO $30.54万0.01%3,482 1825.5% $1.60万 加仓
CEF SPROTT ASSET MANAGEMENT LP $30.37万0.01%7,548 7,548— $30.37万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $30.24万0.01%6,460 00.0% — 不变
ON ON SEMICONDUCTOR CORP $30.20万0.01%3,194 3,194— $30.20万 新建仓
KVUE KENVUE INC $30.18万0.01%15,790 9366.3% $1.79万 加仓
VST VISTRA CORP 看涨期权 $30.14万0.01%1,900 40026.7% $6.35万 加仓
AGX ARGAN INC $30.11万0.01%377 377— $30.11万 新建仓
— ISHARES TR $30.08万0.01%7,790 7,790— $30.08万 新建仓
JXN JACKSON FINANCIAL INC $30.07万0.01%2,937 81238.2% $8.31万 加仓
— BLACKROCK HEALTH SCIENCES TR $30.07万0.01%7,000 00.0% — 不变
IWM ISHARES TR 看涨期权 $30.05万0.01%1,000 -300-23.1% -$9.01万 减仓
AEM AGNICO EAGLE MINES LTD $30.04万0.01%1,936 1055.7% $1.63万 加仓
DTE DTE ENERGY CO $29.96万0.01%1,966 39625.2% $6.03万 加仓
RIVN RIVIAN AUTOMOTIVE INC $29.95万0.01%17,265 8,933107.2% $15.50万 重新持有
CGAU CENTERRA GOLD INC $29.89万0.01%18,849 8,76987.0% $13.91万 加仓
ALB ALBEMARLE CORP $29.86万0.01%2,211 2,211— $29.86万 新建仓
STZ CONSTELLATION BRANDS INC $29.77万0.01%2,140 -1,374-39.1% -$19.11万 减仓
CRL CHARLES RIV LABS INTL INC $29.71万0.01%1,310 -142-9.8% -$3.22万 减仓
SBAC SBA COMMUNICATIONS CORP $29.70万0.01%1,683 29521.3% $5.21万 加仓