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
INSW INTERNATIONAL SEAWAYS INC $24.66万0.00%3,220 3,220— $24.66万 新建仓
WULF TERAWULF INC $24.66万0.00%9,984 6056.5% $1.49万 加仓
TOL TOLL BROTHERS INC $24.65万0.00%1,496 -316-17.4% -$5.21万 减仓
PII POLARIS INC $24.57万0.00%3,590 3,590— $24.57万 新建仓
AGO ASSURED GUARANTY LTD $24.55万0.00%3,063 -227-6.9% -$1.82万 减仓
STLD STEEL DYNAMICS INC $24.55万0.00%1,070 1,070— $24.55万 新建仓
— INVESCO EXCH TRD SLF IDX FD $24.45万0.00%9,315 4995.7% $1.31万 加仓
KEY KEYCORP $24.44万0.00%10,603 -1,714-13.9% -$3.95万 重新持有
BMNR BITMINE IMMERSION TECHS INC $24.36万0.00%18,303 3,16820.9% $4.22万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $24.34万0.00%1,852 -3,155-63.0% -$41.47万 减仓
— SPROTT FDS TR $24.27万0.00%6,338 6,338— $24.27万 新建仓
CBOE CBOE GLOBAL MKTS INC 看跌期权 $24.27万0.00%1,000 1,000— $24.27万 新建仓
UBS UBS GROUP AG $24.10万0.00%4,863 4,863— $24.10万 新建仓
— SELECT MED HLDGS CORP $24.04万0.00%14,559 14,559— $24.04万 新建仓
WMS ADVANCED DRAIN SYS INC DEL $24.03万0.00%1,531 1,531— $24.03万 新建仓
EVR EVERCORE INC $24.02万0.00%703 -15-2.1% -$5,124 重新持有
STRL STERLING INFRASTRUCTURE INC $24.01万0.00%286 286— $24.01万 新建仓
DECK DECKERS OUTDOOR CORP $23.84万0.00%2,401 -89-3.6% -$8,837 减仓
SAIA SAIA INC $23.71万0.00%563 563— $23.71万 新建仓
VTRS VIATRIS INC $23.68万0.00%14,914 3,91235.6% $6.21万 加仓
VMC VULCAN MATLS CO $23.66万0.00%802 802— $23.66万 新建仓
— GRAYSCALE ETHEREUM STAKING E $23.65万0.00%18,533 -5,248-22.1% -$6.70万 减仓
GDXJ VANECK ETF TRUST $23.64万0.00%2,406 -4,267-63.9% -$41.92万 重新持有
IVZ INVESCO LTD $23.64万0.00%8,957 8,957— $23.64万 新建仓
CASS CASS INFORMATION SYS INC $23.59万0.00%4,596 4,596— $23.59万 新建仓
TSLL DIREXION SHARES ETF TRUST $23.34万0.00%16,483 -2,500-13.2% -$3.54万 减仓
EIG EMPLOYERS HLDGS INC $23.33万0.00%4,621 4,621— $23.33万 新建仓
NEAR ISHARES U S ETF TR $23.22万0.00%4,583 4,583— $23.22万 新建仓
JNK SPDR SERIES TRUST $23.17万0.00%2,404 00.0% — 不变
SNY SANOFI SA $23.16万0.00%5,429 5,429— $23.16万 新建仓
SHG SHINHAN FINANCIAL GROUP CO L $23.16万0.00%3,661 3,661— $23.16万 新建仓
— NEW FOUND GOLD CORP $23.10万0.00%150,000 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $22.96万0.00%1,226 1,226— $22.96万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $22.87万0.00%2,775 2,775— $22.87万 新建仓
NOW SERVICENOW INC 看涨期权 $22.83万0.00%2,300 1,900475.0% $18.86万 加仓
IDEV ISHARES TR $22.80万0.00%2,562 2,562— $22.80万 新建仓
AWK AMERICAN WTR WKS CO INC NEW $22.76万0.00%1,730 -175-9.2% -$2.30万 重新持有
SMTC SEMTECH CORP $22.76万0.00%1,406 1,406— $22.76万 新建仓
GGLL DIREXION SHARES ETF TRUST 看涨期权 $22.74万0.00%2,000 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $22.73万0.00%3,033 -39-1.3% -$2,923 减仓
CVNA CARVANA CO $22.69万0.00%3,447 3,447— $22.69万 新建仓
LOPE GRAND CANYON ED INC $22.65万0.00%1,583 -340-17.7% -$4.87万 减仓
CHAT TIDAL TRUST II $22.54万0.00%2,284 2,284— $22.54万 新建仓
DFLV DIMENSIONAL ETF TRUST $22.53万0.00%5,699 5,699— $22.53万 新建仓
PSMT PRICESMART INC $22.52万0.00%1,153 1,153— $22.52万 新建仓
MTD METTLER TOLEDO INTERNATIONAL $22.48万0.00%176 176— $22.48万 新建仓
ASTS AST SPACEMOBILE INC $22.43万0.00%2,524 -1,141-31.1% -$10.14万 减仓
VMRK EQUITY RESIDENTIAL $22.38万0.00%3,295 3,295— $22.38万 新建仓
AZO AUTOZONE INC $22.37万0.00%70 -9-11.4% -$2.88万 减仓
Z ZILLOW GROUP INC $22.34万0.00%7,086 7,086— $22.34万 新建仓
STE STERIS PLC $22.30万0.00%1,059 1,059— $22.30万 新建仓
SPCX SPACE EXPLORATION TECHN CORP 看涨期权 $22.21万0.00%1,300 1,300— $22.21万 新建仓
DPZ DOMINOS PIZZA INC $22.18万0.00%749 -280-27.2% -$8.29万 减仓
SPOT SPOTIFY TECHNOLOGY S A $22.18万0.00%483 483— $22.18万 新建仓
FWONK LIBERTY MEDIA CORP DEL $22.17万0.00%2,330 2,330— $22.17万 新建仓
ADM ARCHER DANIELS MIDLAND CO $22.17万0.00%2,901 2,901— $22.17万 新建仓
AA ALCOA CORP $22.11万0.00%4,240 4,240— $22.11万 新建仓
TSEM TOWER SEMICONDUCTOR LTD $21.92万0.00%841 841— $21.92万 新建仓
HST HOST HOTELS & RESORTS INC $21.87万0.00%9,224 9,224— $21.87万 新建仓
MTUM ISHARES TR $21.86万0.00%638 638— $21.86万 新建仓
BIDU BAIDU INC 看涨期权 $21.72万0.00%1,900 20011.8% $2.29万 加仓
NFG NATIONAL FUEL GAS CO $21.67万0.00%2,807 2,807— $21.67万 新建仓
— NATIONAL STORAGE AFFILIATES $21.66万0.00%4,870 4,870— $21.66万 新建仓
WDS WOODSIDE ENERGY GROUP LTD $21.64万0.00%11,202 11,202— $21.64万 新建仓
PWR QUANTA SVCS INC 看涨期权 $21.60万0.00%300 -200-40.0% -$14.40万 减仓
EXPD EXPEDITORS INTL WASH INC $21.58万0.00%1,324 1,324— $21.58万 新建仓
GTX GARRETT MOTION INC $21.58万0.00%5,956 5,956— $21.58万 新建仓
DISV DIMENSIONAL ETF TRUST $21.54万0.00%5,368 5,368— $21.54万 新建仓
FTNT FORTINET INC 看涨期权 $21.51万0.00%1,400 20016.7% $3.07万 加仓
OLED UNIVERSAL DISPLAY CORP $21.29万0.00%2,459 -94-3.7% -$8,139 减仓
CHRW C H ROBINSON WORLDWIDE IN $21.24万0.00%1,128 1,128— $21.24万 新建仓
SSNC SS&C TECH HLDGS $21.23万0.00%3,422 3,422— $21.23万 新建仓
CRH CRH PLC $21.22万0.00%1,983 1,983— $21.22万 新建仓
XOVR ENTREPRENEURSHARES SERIES TR $21.20万0.00%10,070 10,070— $21.20万 新建仓
SE SEA LTD $21.19万0.00%2,211 2,211— $21.19万 新建仓
CE CELANESE CORP DEL $21.11万0.00%4,589 4,589— $21.11万 新建仓
WAL WESTERN ALLIANCE BANCORP $21.11万0.00%2,568 2,568— $21.11万 新建仓
DOCN DIGITALOCEAN HLDGS INC $21.06万0.00%1,341 1,341— $21.06万 新建仓
IREN IREN LIMITED 看涨期权 $21.04万0.00%4,600 3,800475.0% $17.38万 加仓
— WESTERN ASSET MUN HIGH INCOM $21.00万0.00%30,000 00.0% — 不变
EFC ELLINGTON FINANCIAL INC $20.99万0.00%15,422 2341.5% $3,185 加仓
NKE NIKE INC 看涨期权 $20.94万0.00%5,100 -6,400-55.7% -$26.27万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $20.93万0.00%625 625— $20.93万 新建仓
VDC VANGUARD WORLD FD $20.93万0.00%928 928— $20.93万 新建仓
FTAI FTAI AVIATION LTD $20.91万0.00%773 773— $20.91万 新建仓
ARE ALEXANDRIA REAL ESTATE EQ IN $20.90万0.00%3,954 3,954— $20.90万 新建仓
ASR GRUPO AEROPORTUARIO DEL SURE $20.86万0.00%680 -233-25.5% -$7.15万 减仓
AEHR AEHR TEST SYS $20.84万0.00%2,170 -3,300-60.3% -$31.70万 减仓
FVAL FIDELITY COVINGTON TRUST $20.84万0.00%2,675 2,675— $20.84万 新建仓
LEA LEAR CORP $20.82万0.00%1,553 1,553— $20.82万 新建仓
RDWR RADWARE LTD $20.82万0.00%6,746 6,746— $20.82万 新建仓
CX CEMEX SA EURO MTN BE 144A $20.81万0.00%17,339 2,23414.8% $2.68万 加仓
LVS LAS VEGAS SANDS CORP 看涨期权 $20.79万0.00%4,500 -500-10.0% -$2.31万 减仓
PFFA ETFIS SER TR I $20.78万0.00%10,104 00.0% — 不变
EXLS EXLSERVICE HLDGS INC $20.77万0.00%8,031 -426-5.0% -$1.10万 减仓
AON AON PLC $20.76万0.00%626 626— $20.76万 新建仓
— RIVERNORTH MANAGED DUR MUN I $20.74万0.00%14,031 14,031— $20.74万 新建仓
FMS FRESENIUS MEDICAL CARE AG $20.68万0.00%9,147 9,147— $20.68万 新建仓
ICUI ICU MED INC $20.63万0.00%1,407 -73-4.9% -$1.07万 重新持有
AOS SMITH A O CORP $20.61万0.00%3,286 -2,805-46.1% -$17.59万 减仓