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
THC TENET HEALTHCARE CORP $20.56万0.00%1,099 -26-2.3% -$4,864 减仓
FDN FIRST TR EXCHANGE-TRADED FD $20.54万0.00%776 776— $20.54万 新建仓
CSGP COSTAR GROUP INC $20.53万0.00%7,251 7,251— $20.53万 新建仓
XYZ BLOCK INC 看涨期权 $20.52万0.00%2,700 -2,100-43.8% -$15.96万 减仓
EME EMCOR GROUP INC $20.50万0.00%247 247— $20.50万 新建仓
MBB ISHARES TR $20.44万0.00%2,163 -1,406-39.4% -$13.29万 减仓
NOC NORTHROP GRUMMAN CORP 看涨期权 $20.37万0.00%400 400— $20.37万 新建仓
MUNI PIMCO ETF TR $20.35万0.00%3,868 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $20.26万0.00%3,235 40514.3% $2.54万 加仓
WHD CACTUS INC $20.23万0.00%3,949 3,949— $20.23万 新建仓
ACGL ARCH CAP GROUP LTD $20.20万0.00%2,081 2,081— $20.20万 新建仓
WTRG ESSENTIAL UTILS INC $20.15万0.00%5,261 2755.5% $1.05万 加仓
NKE NIKE INC $19.99万0.00%4,871 2,10075.8% $8.62万 加仓
NMR NOMURA HLDGS INC $19.73万0.00%22,477 6,65042.0% $5.84万 加仓
NU NU HLDGS LTD $19.38万0.00%14,509 3,47731.5% $4.65万 加仓
TTD THE TRADE DESK INC $19.26万0.00%10,653 99110.3% $1.79万 加仓
BSM BLACK STONE MINERALS L P $19.25万0.00%13,780 2081.5% $2,906 加仓
NXP NUVEEN SELECT TAX-FREE INCOM $18.94万0.00%13,233 13,233— $18.94万 新建仓
FSK FS KKR CAP CORP $18.68万0.00%17,791 -7,332-29.2% -$7.70万 减仓
XETYX EATON VANCE TAX-MANAGED DIVE $18.47万0.00%12,704 00.0% — 不变
HMY HARMONY GOLD MNG LTD $18.40万0.00%12,100 12,100— $18.40万 新建仓
MFG MIZUHO FINANCIAL GROUP INC $18.05万0.00%18,841 5,09837.1% $4.88万 重新持有
NZF NUVEEN MUN CR INCOME FD $17.89万0.00%14,109 00.0% — 不变
NVDL GRANITESHARES ETF TR 看涨期权 $17.89万0.00%6,000 00.0% — 不变
TFSL TFS FINL CORP $17.88万0.00%10,088 10,088— $17.88万 新建仓
ARES ARES MANAGEMENT CORPORATION 看涨期权 $17.81万0.00%1,600 50045.5% $5.57万 加仓
ITUB ITAU UNIBANCO HLDG S A $17.65万0.00%21,606 9,60580.0% $7.85万 加仓
FLY FIREFLY AEROSPACE INC 看涨期权 $17.64万0.00%6,000 6,000— $17.64万 新建仓
BTAL AGF INVTS TR $17.64万0.00%15,818 00.0% — 不变
— NAVIENT CORPORATION $17.14万0.00%20,140 20,140— $17.14万 新建仓
LVS LAS VEGAS SANDS CORP $16.56万0.00%3,586 36011.2% $1.66万 加仓
DRVN DRIVEN BRANDS HLDGS INC $16.32万0.00%11,707 -603-4.9% -$8,406 减仓
— PROSHARES TR $16.27万0.00%21,700 21,700— $16.27万 新建仓
ORCL ORACLE CORP 看涨期权 $16.12万0.00%1,100 -200-15.4% -$2.93万 减仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $16.11万0.00%14,447 1,65913.0% $1.85万 加仓
ILMN ILLUMINA INC 看涨期权 $15.82万0.00%900 10012.5% $1.76万 加仓
NOK NOKIA CORP $15.76万0.00%11,864 11,864— $15.76万 新建仓
— SKYWATER TECHNOLOGY INC 看涨期权 $15.67万0.00%4,500 -7,100-61.2% -$24.72万 减仓
LILA LIBERTY LATIN AMERICA LTD $15.55万0.00%19,831 19,831— $15.55万 新建仓
APP APPLOVIN CORP 看涨期权 $15.46万0.00%300 -100-25.0% -$5.15万 减仓
BX BLACKSTONE INC 看涨期权 $15.30万0.00%1,300 -200-13.3% -$2.35万 减仓
ABBV ABBVIE INC 看涨期权 $15.10万0.00%600 10020.0% $2.52万 加仓
KLAC KLA CORP 看涨期权 $15.09万0.00%500 -500-50.0% -$15.09万 减仓
HCKT HACKETT GROUP INC $15.01万0.00%13,939 13,939— $15.01万 新建仓
OKTA OKTA INC 看涨期权 $15.01万0.00%1,100 00.0% — 不变
QQQ INVESCO QQQ TR 看涨期权 $14.73万0.00%200 00.0% — 不变
— ABRDN GLOBAL PREMIER PPTYS F $14.67万0.00%12,387 00.0% — 不变
TTI TETRA TECHNOLOGIES INC DEL $14.48万0.00%12,776 6765.6% $7,659 加仓
INCY INCYTE CORP $14.25万0.00%1,257 18517.3% $2.10万 加仓
INFY INFOSYS LTD $14.24万0.00%13,577 2,99828.3% $3.14万 加仓
ADT ADT INC DEL $14.13万0.00%21,743 8,13659.8% $5.29万 加仓
ATI ATI INC $13.72万0.00%696 21344.1% $4.20万 加仓
MCD MCDONALDS CORP 看涨期权 $13.52万0.00%500 -100-16.7% -$2.70万 减仓
PDO PIMCO DYNAMIC INCOME OPRNTS $13.49万0.00%10,205 00.0% — 不变
DKNG DRAFTKINGS INC NEW 看跌期权 $13.39万0.00%5,300 5,300— $13.39万 新建仓
RNW RENEW ENERGY GLOBAL PLC $13.09万0.00%20,950 20,950— $13.09万 新建仓
QUBT QUANTUM COMPUTING INC $13.06万0.00%13,459 -1,400-9.4% -$1.36万 减仓
GERN GERON CORP $13.01万0.00%101,634 101,634— $13.01万 新建仓
— PUTNAM MASTER INTER INCOME T $12.78万0.00%39,580 -268-0.7% -$866 减仓
NAT NORDIC AMERICAN TANKERS LIMI $12.62万0.00%22,772 22,772— $12.62万 新建仓
PACB PACIFIC BIOSCIENCES CALIF IN $12.60万0.00%75,000 8,00011.9% $1.34万 加仓
FCX FREEPORT MCMORAN INC 看涨期权 $12.58万0.00%2,000 1,9001,900.0% $11.95万 重新持有
SNAP SNAP INC $12.57万0.00%28,306 14,397103.5% $6.39万 加仓
LBTYA LIBERTY GLOBAL LTD $12.41万0.00%10,911 -293-2.6% -$3,331 减仓
QS QUANTUMSCAPE CORP $12.41万0.00%16,409 -5,828-26.2% -$4.41万 减仓
WU WESTERN UN CO $12.39万0.00%16,092 16,092— $12.39万 新建仓
AGNT AGNT INC $12.33万0.00%22,789 22,789— $12.33万 新建仓
ABEV AMBEV SA $12.23万0.00%38,960 9,33231.5% $2.93万 加仓
USA LIBERTY ALL STAR EQUITY FD $12.06万0.00%20,764 00.0% — 不变
MOMO HELLO GROUP INC $12.04万0.00%20,762 20,762— $12.04万 新建仓
QURE UNIQURE NV 看涨期权 $11.98万0.00%2,600 2,600— $11.98万 新建仓
WEN WENDYS CO $11.94万0.00%14,400 -1,282-8.2% -$1.06万 减仓
MRVL MARVELL TECHNOLOGY INC 看涨期权 $11.92万0.00%400 -100-20.0% -$2.98万 减仓
TDOC TELADOC HEALTH INC $11.76万0.00%13,871 200.1% $170 加仓
SKYD PARAMOUNT SKYDANCE CORP $11.59万0.00%11,757 11,757— $11.59万 新建仓
SMR NUSCALE PWR CORP $11.50万0.00%11,470 11,470— $11.50万 新建仓
JBLU JETBLUE AIRWAYS CORP $11.45万0.00%19,978 1,1286.0% $6,463 加仓
POET POET TECHNOLOGIES INC 看涨期权 $11.31万0.00%11,000 11,000— $11.31万 新建仓
— ORLA MNG LTD NEW $10.75万0.00%10,980 10,980— $10.75万 新建仓
CAT CATERPILLAR INC 看涨期权 $10.65万0.00%100 00.0% — 不变
OI O-I GLASS INC $10.30万0.00%10,700 10,700— $10.30万 新建仓
MA MASTERCARD INCORPORATED 看涨期权 $10.27万0.00%200 00.0% — 不变
HLN HALEON PLC $10.21万0.00%10,941 80.1% $75 加仓
AVTR AVANTOR INC $9.95万0.00%10,046 10,046— $9.95万 新建仓
INTC INTEL CORP 看涨期权 $9.77万0.00%700 -300-30.0% -$4.19万 减仓
WYNN WYNN RESORTS LTD $9.52万0.00%980 151.6% $1,457 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $9.46万0.00%1,898 18811.0% $9,374 加仓
ALT ALTIMMUNE INC $9.22万0.00%30,319 1010.3% $307 加仓
QURE UNIQURE NV $9.21万0.00%2,000 2,000— $9.21万 新建仓
ORLY OREILLY AUTOMOTIVE INC 看涨期权 $9.21万0.00%1,000 00.0% — 不变
CERS CERUS CORP $9.20万0.00%31,500 00.0% — 不变
RXT RACKSPACE TECHNOLOGY INC $9.11万0.00%13,957 13,957— $9.11万 新建仓
TKC TURKCELL ILETISIM $9.06万0.00%15,416 2,16116.3% $1.27万 加仓
EW EDWARDS LIFESCIENCES CORP 看涨期权 $9.05万0.00%1,000 -4,000-80.0% -$36.18万 减仓
— EIGHTCO HOLDINGS INC $8.94万0.00%128,610 128,610— $8.94万 新建仓
TROX TRONOX HOLDINGS PLC $8.72万0.00%13,848 3,84838.5% $2.42万 加仓
CRF CORNERSTONE TOTAL RETURN FD $8.68万0.00%12,086 30.0% $22 加仓
GAB GABELLI EQUITY TR INC $8.60万0.00%15,203 00.0% — 不变
LITE LUMENTUM HLDGS INC 看涨期权 $8.58万0.00%100 100— $8.58万 新建仓
HDSN HUDSON TECHNOLOGIES INC $8.56万0.00%14,918 14,918— $8.56万 新建仓