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 |
|---|---|---|---|---|---|---|---|---|
| UHT | UNIVERSAL HEALTH RLTY INCOME | $29.66万 | 0.01% | 6,762 | 6,762 | — | $29.66万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $29.53万 | 0.01% | 12,502 | 1,107 | 9.7% | $2.61万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $29.52万 | 0.01% | 2,059 | 110 | 5.6% | $1.58万 | 加仓 |
| WRB | BERKLEY W R CORP | $29.52万 | 0.01% | 4,185 | 4,185 | — | $29.52万 | 新建仓 |
| LTC | LTC PPTYS INC | $29.51万 | 0.01% | 7,674 | 113 | 1.5% | $4,345 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $29.47万 | 0.01% | 29,859 | -1,819 | -5.7% | -$1.80万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $29.46万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $29.43万 | 0.01% | 3,174 | 389 | 14.0% | $3.61万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $29.27万 | 0.01% | 1,812 | -82,522 | -97.9% | -$1,333.00万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $29.23万 | 0.01% | 10,681 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION 看涨期权 | $29.22万 | 0.01% | 2,000 | -500 | -20.0% | -$7.31万 | 减仓 |
| MORN | MORNINGSTAR INC | $29.18万 | 0.01% | 1,870 | 505 | 37.0% | $7.88万 | 重新持有 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $29.05万 | 0.01% | 16,780 | 736 | 4.6% | $1.27万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $28.97万 | 0.01% | 32,295 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $28.81万 | 0.01% | 28,030 | 17,030 | 154.8% | $17.51万 | 重新持有 |
| ENTG | ENTEGRIS INC | $28.81万 | 0.01% | 1,602 | 1,602 | — | $28.81万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $28.78万 | 0.01% | 5,973 | -574 | -8.8% | -$2.77万 | 减仓 |
| POOL | POOL CORP | $28.75万 | 0.01% | 1,338 | 1,338 | — | $28.75万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $28.67万 | 0.01% | 36,389 | -1,189 | -3.2% | -$9,369 | 减仓 |
| VOLT | TEMA ETF TRUST | $28.65万 | 0.01% | 6,840 | 6,840 | — | $28.65万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $28.62万 | 0.01% | 1,147 | 1,147 | — | $28.62万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $28.62万 | 0.01% | 1,500 | -400 | -21.1% | -$7.63万 | 减仓 |
| WAT | WATERS CORP | $28.62万 | 0.01% | 763 | 74 | 10.7% | $2.78万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $28.57万 | 0.01% | 1,387 | 1,387 | — | $28.57万 | 新建仓 |
| GGLL | DIREXION SHARES ETF TRUST | $28.43万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $28.42万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $28.38万 | 0.01% | 2,080 | -3,420 | -62.2% | -$46.67万 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $28.32万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $28.32万 | 0.01% | 2,410 | 2,410 | — | $28.32万 | 新建仓 |
| PINS | PINTEREST INC | $28.29万 | 0.01% | 13,453 | 13,453 | — | $28.29万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $28.26万 | 0.01% | 1,186 | 18 | 1.5% | $4,289 | 加仓 |
| HEI | HEICO CORP NEW | $28.17万 | 0.01% | 791 | -21 | -2.6% | -$7,480 | 减仓 |
| P | EVERPURE INC | $28.12万 | 0.01% | 3,569 | 3,569 | — | $28.12万 | 新建仓 |
| PTC | PTC INC | $28.04万 | 0.01% | 2,468 | 561 | 29.4% | $6.37万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $27.82万 | 0.00% | 1,345 | 1,345 | — | $27.82万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $27.80万 | 0.00% | 209 | 1 | 0.5% | $1,330 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $27.71万 | 0.00% | 26,213 | 26,213 | — | $27.71万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $27.65万 | 0.00% | 38,773 | 1,477 | 4.0% | $1.05万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $27.63万 | 0.00% | 7,816 | 1,257 | 19.2% | $4.44万 | 加仓 |
| BUG | GLOBAL X FDS | $27.58万 | 0.00% | 7,221 | 7,221 | — | $27.58万 | 新建仓 |
| CI | THE CIGNA GROUP 看涨期权 | $27.57万 | 0.00% | 1,000 | 1,000 | — | $27.57万 | 新建仓 |
| — | LEGGETT & PLATT INC | $27.37万 | 0.00% | 23,371 | 23,371 | — | $27.37万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $27.15万 | 0.00% | 2,991 | -912 | -23.4% | -$8.28万 | 减仓 |
| HUM | HUMANA INC | $27.06万 | 0.00% | 681 | -286 | -29.6% | -$11.36万 | 重新持有 |
| QNT | QUANTINUUM INC | $26.97万 | 0.00% | 3,300 | 3,300 | — | $26.97万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $26.95万 | 0.00% | 5,715 | -1,271 | -18.2% | -$5.99万 | 减仓 |
| POWL | POWELL INDS INC | $26.92万 | 0.00% | 940 | 940 | — | $26.92万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $26.89万 | 0.00% | 20,590 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $26.83万 | 0.00% | 1,380 | -190 | -12.1% | -$3.69万 | 减仓 |
| CSL | CARLISLE COS INC | $26.80万 | 0.00% | 739 | 138 | 23.0% | $5.00万 | 加仓 |
| VSAT | VIASAT INC | $26.74万 | 0.00% | 2,977 | 2,977 | — | $26.74万 | 新建仓 |
| NUE | NUCOR CORP 看涨期权 | $26.73万 | 0.00% | 1,200 | 300 | 33.3% | $6.68万 | 加仓 |
| NDAQ | NASDAQ INC | $26.64万 | 0.00% | 3,380 | -413 | -10.9% | -$3.26万 | 减仓 |
| SHM | SPDR SERIES TRUST | $26.63万 | 0.00% | 5,551 | -3,905 | -41.3% | -$18.73万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $26.60万 | 0.00% | 11,279 | 11,279 | — | $26.60万 | 新建仓 |
| W | WAYFAIR INC | $26.57万 | 0.00% | 2,875 | 2,875 | — | $26.57万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.55万 | 0.00% | 3,545 | 3,545 | — | $26.55万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $26.49万 | 0.00% | 48,603 | 33,540 | 222.7% | $18.28万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $26.43万 | 0.00% | 5,068 | 54 | 1.1% | $2,816 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $26.43万 | 0.00% | 1,666 | -3,397 | -67.1% | -$53.88万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $26.38万 | 0.00% | 8,231 | 812 | 10.9% | $2.60万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $26.37万 | 0.00% | 942 | 31 | 3.4% | $8,677 | 加仓 |
| DOV | DOVER CORP | $26.29万 | 0.00% | 1,172 | 1,172 | — | $26.29万 | 新建仓 |
| MGA | MAGNA INTL INC | $26.26万 | 0.00% | 4,000 | 145 | 3.8% | $9,521 | 加仓 |
| IUSV | ISHARES TR | $26.26万 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $26.25万 | 0.00% | 7,542 | 947 | 14.4% | $3.30万 | 加仓 |
| HDB | HDFC BANK LTD | $26.19万 | 0.00% | 10,140 | 10,140 | — | $26.19万 | 新建仓 |
| EPAM | EPAM SYS INC | $26.15万 | 0.00% | 3,296 | 1,008 | 44.1% | $8.00万 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $26.13万 | 0.00% | 33,549 | 33,549 | — | $26.13万 | 新建仓 |
| HYG | ISHARES TR | $26.11万 | 0.00% | 3,265 | 452 | 16.1% | $3.61万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $26.06万 | 0.00% | 1,726 | 1,726 | — | $26.06万 | 新建仓 |
| IEI | ISHARES TR | $26.02万 | 0.00% | 2,215 | 496 | 28.9% | $5.83万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.98万 | 0.00% | 2,410 | 151 | 6.7% | $1.63万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.88万 | 0.00% | 388 | 388 | — | $25.88万 | 新建仓 |
| GSK | GSK PLC | $25.83万 | 0.00% | 4,928 | 4,928 | — | $25.83万 | 新建仓 |
| MVLL | GRANITESHARES ETF TR | $25.83万 | 0.00% | 4,500 | 4,500 | — | $25.83万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $25.83万 | 0.00% | 9,933 | -6,170 | -38.3% | -$16.04万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $25.78万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $25.77万 | 0.00% | 3,110 | 3,110 | — | $25.77万 | 新建仓 |
| DBX | DROPBOX INC | $25.73万 | 0.00% | 9,368 | -962 | -9.3% | -$2.64万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $25.72万 | 0.00% | 3,714 | 3,714 | — | $25.72万 | 新建仓 |
| HSY | HERSHEY CO | $25.65万 | 0.00% | 1,462 | -304 | -17.2% | -$5.33万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $25.46万 | 0.00% | 4,528 | -75 | -1.6% | -$4,216 | 减仓 |
| — | ENERGY TRANSFER L P | $25.44万 | 0.00% | 22,202 | 22,202 | — | $25.44万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $25.40万 | 0.00% | 8,749 | 886 | 11.3% | $2.57万 | 加仓 |
| HRB | BLOCK H & R INC | $25.38万 | 0.00% | 6,665 | 6,665 | — | $25.38万 | 新建仓 |
| CROX | CROCS INC | $25.30万 | 0.00% | 2,097 | -341 | -14.0% | -$4.11万 | 减仓 |
| MGEE | MGE ENERGY INC | $25.27万 | 0.00% | 3,099 | 3,099 | — | $25.27万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $25.17万 | 0.00% | 23,159 | -71,440 | -75.5% | -$77.66万 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD 看涨期权 | $25.11万 | 0.00% | 28,600 | 28,600 | — | $25.11万 | 新建仓 |
| PODD | INSULET CORP | $25.11万 | 0.00% | 1,649 | -69 | -4.0% | -$1.05万 | 减仓 |
| CLX | CLOROX CO DEL | $25.02万 | 0.00% | 2,622 | -1,427 | -35.2% | -$13.62万 | 减仓 |
| VEEV | VEEVA SYS INC | $24.88万 | 0.00% | 1,402 | 1,402 | — | $24.88万 | 新建仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $24.82万 | 0.00% | 700 | 500 | 250.0% | $17.73万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $24.78万 | 0.00% | 2,247 | 128 | 6.0% | $1.41万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.77万 | 0.00% | 4,442 | 4,442 | — | $24.77万 | 新建仓 |
| NVCR | NOVOCURE LTD | $24.76万 | 0.00% | 16,342 | -292 | -1.8% | -$4,424 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $24.76万 | 0.00% | 3,783 | 3,783 | — | $24.76万 | 新建仓 |
| MTZ | MASTEC INC | $24.71万 | 0.00% | 594 | 594 | — | $24.71万 | 新建仓 |
| RVTY | REVVITY INC | $24.71万 | 0.00% | 2,221 | 2,221 | — | $24.71万 | 新建仓 |