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
AVUV AMERICAN CENTY ETF TR $1,019.05万0.18%81,680 10,53314.8% $131.41万 加仓
MSFT MICROSOFT CORP 看涨期权 $988.50万0.18%26,500 2000.8% $7.46万 加仓
MCD MCDONALDS CORP $985.71万0.18%36,466 1,7174.9% $46.41万 加仓
JGLO J P MORGAN EXCHANGE TRADED F $985.30万0.18%138,345 6,3984.8% $45.57万 加仓
AVSD AMERICAN CENTY ETF TR $984.45万0.18%123,235 1,0490.9% $8.38万 加仓
FTHI FIRST TR EXCHANGE TRADED FD $983.61万0.18%412,413 6,4381.6% $15.35万 加仓
SPYI NEOS ETF TRUST $981.75万0.18%184,923 23,08914.3% $122.58万 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $981.31万0.18%145,379 1,0090.7% $6.81万 加仓
BLK BLACKROCK INC $981.10万0.18%10,203 1,26314.1% $121.45万 加仓
GS GOLDMAN SACHS GROUP INC $976.72万0.18%9,657 1,13313.3% $114.59万 加仓
VYMI VANGUARD WHITEHALL FDS $972.06万0.17%98,988 10,49911.9% $103.10万 加仓
INTC INTEL CORP $970.50万0.17%69,505 -8,060-10.4% -$112.54万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $946.50万0.17%482,539 62,52314.9% $122.64万 加仓
VWO VANGUARD INTL EQUITY INDEX F $933.30万0.17%156,359 8,2375.6% $49.17万 加仓
NFLX NETFLIX INC. $932.99万0.17%130,671 28,26527.6% $201.81万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $928.05万0.17%455,709 54,70813.6% $111.41万 加仓
MRVL MARVELL TECHNOLOGY INC $917.46万0.16%30,799 17,367129.3% $517.34万 加仓
GNRC GENERAC HLDGS INC $911.25万0.16%31,121 -28-0.1% -$8,199 减仓
CVX CHEVRON CORPORATION $906.60万0.16%54,694 2,3294.4% $38.61万 加仓
PLTR PALANTIR TECHNOLOGIES INC $903.00万0.16%77,398 9,86214.6% $115.06万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $900.85万0.16%484,980 59,00413.9% $109.60万 加仓
AMD ADVANCED MICRO DEVICES INC 看涨期权 $894.60万0.16%15,400 -100-0.6% -$5.81万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $864.74万0.16%519,517 40,9018.5% $68.08万 加仓
CAT CATERPILLAR INC $860.48万0.15%8,080 1,59724.6% $170.07万 加仓
HD HOME DEPOT INC $855.26万0.15%24,250 4,17020.8% $147.07万 加仓
ACEL ACCEL ENTERTAINMENT INC $843.36万0.15%668,806 3130.0% $3,947 加仓
QCOM QUALCOMM INC $836.01万0.15%45,241 1,4143.2% $26.13万 加仓
AR ANTERO RESOURCES CORP $805.07万0.14%229,103 7070.3% $2.48万 加仓
CRM SALESFORCE INC $787.50万0.14%50,268 1,9164.0% $30.02万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $781.96万0.14%477,244 43,66710.1% $71.55万 加仓
— REX ETF TR $770.65万0.14%310,436 310,436— $770.65万 新建仓
CME CME GROUP INC $755.53万0.14%34,213 6,01521.3% $132.83万 加仓
MGK VANGUARD WORLD FD $748.06万0.13%85,094 4,6895.8% $41.22万 加仓
NEE NEXTERA ENERGY INC $729.47万0.13%83,112 -82,766-49.9% -$726.44万 减仓
VBR VANGUARD INDEX FDS $725.77万0.13%29,868 1,5015.3% $36.47万 加仓
PG PROCTER & GAMBLE CO $724.80万0.13%49,427 6,20414.4% $90.98万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $724.37万0.13%9,700 1,50018.3% $112.02万 加仓
RTX RTX CORPORATION $722.67万0.13%38,089 7,88326.1% $149.57万 加仓
DFUV DIMENSIONAL ETF TRUST $722.47万0.13%131,335 3,7042.9% $20.38万 加仓
UNH UNITEDHEALTH GROUP INC $721.64万0.13%17,362 2,92720.3% $121.66万 加仓
MELI MERCADOLIBRE INC $710.02万0.13%4,183 -993-19.2% -$168.55万 减仓
MO ALTRIA GROUP INC $707.48万0.13%98,330 19,64325.0% $141.33万 加仓
MUB ISHARES TR $696.46万0.13%64,714 5,8479.9% $62.93万 加仓
HELO J P MORGAN EXCHANGE TRADED F $681.04万0.12%100,775 -4,539-4.3% -$30.67万 减仓
KO COCA COLA CO $679.85万0.12%83,653 10,60714.5% $86.20万 加仓
MRK MERCK & CO INC $667.44万0.12%51,940 5,42511.7% $69.71万 加仓
TXN TEXAS INSTRS INC $667.34万0.12%22,389 1,9469.5% $58.00万 加仓
ABT ABBOTT LABORATORIES $664.25万0.12%73,203 24,87851.5% $225.74万 加仓
ET ENERGY TRANSFER L P $658.93万0.12%344,628 12,1523.7% $23.23万 加仓
MINT PIMCO ETF TR $653.29万0.12%64,804 50,713359.9% $511.24万 加仓
VIG VANGUARD SPECIALIZED FUNDS $651.60万0.12%27,538 2,87011.6% $67.91万 加仓
AAPL APPLE INC 看跌期权 $642.38万0.12%22,200 1,0004.7% $28.94万 加仓
SHOP SHOPIFY INC $641.73万0.12%56,203 2,8395.3% $32.42万 加仓
JAAA JANUS DETROIT STR TR $625.27万0.11%123,840 98,313385.1% $496.38万 加仓
BA BOEING CO $622.10万0.11%28,739 5,22322.2% $113.06万 加仓
UBER UBER TECHNOLOGIES INC $607.82万0.11%84,232 12,97418.2% $93.62万 加仓
SUB ISHARES TR $606.54万0.11%56,968 1,4722.7% $15.67万 加仓
GE GE AEROSPACE $597.14万0.11%15,978 4,81343.1% $179.88万 加仓
PEP PEPSICO INC $590.75万0.11%43,630 7,57521.0% $102.57万 加仓
VEU VANGUARD INTL EQUITY INDEX F $587.25万0.11%70,120 1,6372.4% $13.71万 加仓
VYM VANGUARD WHITEHALL FDS $576.57万0.10%36,485 5,41717.4% $85.60万 加仓
— ETF OPPORTUNITIES TRUST $571.86万0.10%336,783 00.0% — 不变
PH PARKER-HANNIFIN CORP $568.49万0.10%5,812 2534.6% $24.75万 加仓
PAYC PAYCOM SOFTWARE INC $558.46万0.10%44,435 8091.9% $10.17万 加仓
APP APPLOVIN CORP $550.42万0.10%10,683 1,25013.3% $64.40万 加仓
SCZ ISHARES TR $549.94万0.10%66,846 2,2013.4% $18.11万 加仓
JPST J P MORGAN EXCHANGE TRADED F $544.36万0.10%107,645 -6,097-5.4% -$30.83万 减仓
ANET ARISTA NETWORKS INC $544.24万0.10%32,037 3,84513.6% $65.32万 加仓
IWM ISHARES TR $540.90万0.10%18,003 -689-3.7% -$20.70万 减仓
EVRG EVERGY INC $525.70万0.09%60,824 4910.8% $4.24万 加仓
MGV VANGUARD WORLD FD $523.11万0.09%32,004 -21-0.1% -$3,432 减仓
AGG ISHARES TR $515.70万0.09%52,101 9271.8% $9.18万 加仓
— DIMENSIONAL ETF TRUST $514.10万0.09%62,437 -1,196-1.9% -$9.85万 减仓
NBIS NEBIUS GROUP N.V. $513.79万0.09%18,604 10,312124.4% $284.79万 加仓
SNOW SNOWFLAKE INC $511.72万0.09%20,107 880.4% $2.24万 加仓
GPIX GOLDMAN SACHS ETF TR $511.23万0.09%91,997 81,679791.6% $453.89万 加仓
NVDA NVIDIA CORPORATION 看涨期权 $508.23万0.09%25,400 5,80029.6% $116.05万 加仓
IEMG ISHARES INC $505.93万0.09%61,073 1,0031.7% $8.31万 加仓
OGE OGE ENERGY CORP $493.40万0.09%101,398 1,3441.3% $6.54万 加仓
BIV VANGUARD BD INDEX FDS $478.06万0.09%62,329 -4,269-6.4% -$32.74万 减仓
ADBE ADOBE INC $475.46万0.09%23,191 4151.8% $8.51万 加仓
PFE PFIZER INC $474.51万0.09%197,054 42,70327.7% $102.83万 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $473.92万0.09%201,284 185,5101,176.0% $436.78万 加仓
IDCC INTERDIGITAL INC $460.20万0.08%16,254 9,238131.7% $261.56万 加仓
BX BLACKSTONE INC $453.42万0.08%38,533 5,19615.6% $61.14万 加仓
HIMU BLACKROCK ETF TRUST II $451.37万0.08%90,637 1,7422.0% $8.68万 加仓
SMH VANECK ETF TRUST $450.15万0.08%6,863 3,37997.0% $221.63万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL 看涨期权 $445.35万0.08%8,900 6,000206.9% $300.23万 加仓
MPLX MPLX LP $444.80万0.08%78,964 6,0588.3% $34.12万 加仓
AB ALLIANCEBERNSTEIN HLDG L P $444.78万0.08%126,286 -1,089-0.9% -$3.84万 减仓
IWB ISHARES TR $442.05万0.08%10,795 3,03039.0% $124.08万 加仓
NET CLOUDFLARE INC $441.04万0.08%17,981 6223.6% $15.26万 加仓
— CALAMOS ETF TR $440.94万0.08%159,128 159,128— $440.94万 新建仓
SNDK SANDISK CORP $439.97万0.08%1,935 43428.9% $98.68万 加仓
SLV ISHARES SILVER TR $437.10万0.08%81,746 1,2321.5% $6.59万 加仓
TXRH TEXAS ROADHOUSE INC $432.05万0.08%22,359 -396-1.7% -$7.65万 减仓
IJH ISHARES TR $429.62万0.08%55,715 37,283202.3% $287.49万 加仓
MU MICRON TECHNOLOGY INC 看涨期权 $427.09万0.08%3,700 2005.7% $23.09万 加仓
VXUS VANGUARD STAR FDS $424.79万0.08%49,689 10,63327.2% $90.90万 加仓
IAU ISHARES GOLD TR $416.27万0.07%55,128 -2-0.0% -$151 减仓