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
CLS CELESTICA INC $203.85万0.04%5,588 1,40133.5% $51.11万 加仓
BOTZ GLOBAL X FDS $202.22万0.04%53,300 2030.4% $7,702 加仓
ITW ILLINOIS TOOL WKS INC $201.69万0.04%7,457 2,20341.9% $59.58万 加仓
BABA ALIBABA GROUP HLDG LTD $199.85万0.04%20,822 1,3797.1% $13.24万 加仓
ROK ROCKWELL AUTOMATION INC $199.80万0.04%4,036 59017.1% $29.21万 加仓
EFA ISHARES TR $199.25万0.04%19,180 10,153112.5% $105.47万 加仓
DE DEERE & CO $197.42万0.04%3,112 35212.8% $22.33万 加仓
NOW SERVICENOW INC $197.38万0.04%19,881 10,386109.4% $103.11万 加仓
IWD ISHARES TR $196.77万0.04%8,116 1,41021.0% $34.18万 加仓
AVDV AMERICAN CENTY ETF TR $188.38万0.03%18,280 18,280— $188.38万 新建仓
MELI MERCADOLIBRE INC 看涨期权 $186.71万0.03%1,100 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 $186.25万0.03%3,900 -10,400-72.7% -$496.67万 减仓
SPYG SPDR SERIES TRUST $185.81万0.03%15,616 2,33817.6% $27.82万 加仓
FXE INVESCO CURRENCYSHARES EURO $183.89万0.03%17,440 17,440— $183.89万 新建仓
KKR KKR & CO INC $180.71万0.03%19,689 1,5888.8% $14.57万 加仓
OHI OMEGA HEALTHCARE INVS INC $180.42万0.03%37,839 2,6977.7% $12.86万 加仓
SIRI SIRIUSXM HOLDINGS INC $179.68万0.03%60,825 60,825— $179.68万 新建仓
VTEB VANGUARD MUN BD FDS $178.94万0.03%35,378 -6,067-14.6% -$30.69万 减仓
SCHB SCHWAB STRATEGIC TR $174.59万0.03%60,288 6791.1% $1.97万 加仓
ARCC ARES CAPITAL CORP $174.41万0.03%94,125 -1,332-1.4% -$2.47万 减仓
SBUX STARBUCKS CORP $171.64万0.03%16,796 3,77829.0% $38.61万 加仓
IEFA ISHARES TR $170.95万0.03%17,700 -647-3.5% -$6.25万 减仓
XLK SELECT SECTOR SPDR TR $169.02万0.03%8,871 1,94228.0% $37.00万 加仓
IVE ISHARES TR $168.44万0.03%7,419 2,53151.8% $57.47万 加仓
WM WASTE MGMT INC DEL $166.73万0.03%7,481 650.9% $1.45万 加仓
B BARRICK MNG CORP $166.31万0.03%45,278 2,6466.2% $9.72万 加仓
CLS CELESTICA INC 看涨期权 $164.16万0.03%4,500 1,80066.7% $65.66万 加仓
— NEOS ETF TRUST $163.98万0.03%29,803 2,5059.2% $13.78万 加仓
WDC WESTERN DIGITAL CORP $163.40万0.03%2,558 1656.9% $10.54万 加仓
EGP EASTGROUP PPTYS INC $163.36万0.03%8,066 4,832149.4% $97.86万 加仓
WPM WHEATON PRECIOUS METALS CORP $162.59万0.03%14,476 6244.5% $7.01万 加仓
HONA HONEYWELL AEROSPACE INC $161.63万0.03%7,311 7,311— $161.63万 新建仓
VONV VANGUARD SCOTTSDALE FDS $161.30万0.03%15,173 4703.2% $5.00万 加仓
HWM HOWMET AEROSPACE INC $160.44万0.03%5,968 55910.3% $15.03万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $160.21万0.03%77,526 5,3787.5% $11.11万 加仓
CSX CSX CORP $159.64万0.03%33,586 3,05210.0% $14.51万 加仓
NEM NEWMONT CORP $159.27万0.03%17,052 -220-1.3% -$2.05万 减仓
CMI CUMMINS INC $158.50万0.03%2,222 -135-5.7% -$9.63万 减仓
HON HONEYWELL INTL INC $158.43万0.03%7,076 -5,306-42.9% -$118.80万 减仓
SPTM SPDR SERIES TRUST $157.84万0.03%17,385 8985.4% $8.15万 加仓
DAL DELTA AIR LINES INC $156.37万0.03%16,695 8,29998.8% $77.73万 加仓
SOFI SOFI TECHNOLOGIES INC $156.34万0.03%87,197 5,0456.1% $9.05万 加仓
NVS NOVARTIS AG $156.06万0.03%9,958 3,30049.6% $51.72万 加仓
— SKYWATER TECHNOLOGY INC $154.50万0.03%44,370 -4,952-10.0% -$17.24万 减仓
RJF RAYMOND JAMES FINL INC $154.48万0.03%10,161 1992.0% $3.03万 加仓
BSJR INVESCO EXCH TRD SLF IDX FD $154.15万0.03%68,987 4,1906.5% $9.36万 加仓
TFLO ISHARES TR $153.94万0.03%30,404 17,669138.7% $89.46万 加仓
STWD STARWOOD PPTY TR INC $153.80万0.03%93,898 -21,063-18.3% -$34.50万 减仓
FRT FEDERAL RLTY INVT TR NEW $150.40万0.03%12,184 1,98419.5% $24.49万 加仓
DRAM ROUNDHILL ETF TRUST $148.73万0.03%20,139 20,139— $148.73万 新建仓
CL COLGATE PALMOLIVE CO $148.25万0.03%16,170 2,92322.1% $26.80万 加仓
AAPL APPLE INC 看涨期权 $147.57万0.03%5,100 -200-3.8% -$5.79万 减仓
UEC URANIUM ENERGY CORP $147.07万0.03%137,964 8350.6% $8,901 加仓
ARM ARM HOLDINGS PLC $146.83万0.03%4,141 1,99693.1% $70.77万 加仓
COHR COHERENT CORP 看涨期权 $145.95万0.03%3,700 1,10042.3% $43.39万 加仓
TRMK TRUSTMARK CORP $145.56万0.03%31,636 31,636— $145.56万 新建仓
O REALTY INCOME CORP $145.10万0.03%23,419 3,45417.3% $21.40万 加仓
EEM ISHARES TR $144.43万0.03%21,112 7503.7% $5.13万 加仓
TJX TJX COS INC NEW $144.35万0.03%9,528 2,91744.1% $44.19万 加仓
SO SOUTHERN CO $142.66万0.03%14,906 -267-1.8% -$2.56万 减仓
ITOT ISHARES TR $142.17万0.03%8,655 6,608322.8% $108.55万 加仓
MSI MOTOROLA SOLUTIONS INC $141.55万0.03%3,409 491.5% $2.03万 加仓
F FORD MTR CO $141.19万0.03%101,575 19,03623.1% $26.46万 加仓
NOC NORTHROP GRUMMAN CORP $141.10万0.03%2,770 62229.0% $31.68万 加仓
LQD ISHARES TR $141.04万0.03%12,931 -44-0.3% -$4,799 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $140.42万0.03%14,951 -245-1.6% -$2.30万 减仓
SHEL SHELL PLC $140.39万0.03%18,106 1,4198.5% $11.00万 加仓
COST COSTCO WHOLESALE CORPORATION 看涨期权 $140.32万0.03%1,500 -300-16.7% -$28.06万 减仓
SPCX SPACE EXPLORATION TECHN CORP $138.10万0.02%8,083 8,083— $138.10万 新建仓
SMCI SUPER MICRO COMPUTER INC $137.37万0.02%46,837 2,1214.7% $6.22万 加仓
CIEN CIENA CORP 看涨期权 $137.36万0.02%2,800 90047.4% $44.15万 加仓
CNC CENTENE CORP DEL $136.17万0.02%21,214 3,58720.3% $23.02万 加仓
MDLZ MONDELEZ INTL INC $135.42万0.02%23,413 1,6497.6% $9.54万 加仓
PDI PIMCO DYNAMIC INCOME FD $134.36万0.02%80,453 -27,182-25.3% -$45.39万 减仓
BA BOEING CO 看涨期权 $134.21万0.02%6,200 70012.7% $15.15万 加仓
Q QNITY ELECTRONICS INC $134.19万0.02%8,217 1,78927.8% $29.22万 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $133.98万0.02%36,716 -5,071-12.1% -$18.50万 减仓
COIN COINBASE GLOBAL INC $133.75万0.02%9,149 2,01828.3% $29.50万 加仓
AOM ISHARES TR $132.57万0.02%26,573 -8,842-25.0% -$44.11万 减仓
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $131.84万0.02%11,300 2,50028.4% $29.17万 加仓
LOW LOWES COS INC $131.76万0.02%5,976 -584-8.9% -$12.88万 减仓
VMI VALMONT INDS INC $131.75万0.02%2,281 1919.1% $11.03万 加仓
BSJT INVESCO EXCH TRD SLF IDX FD $131.66万0.02%62,312 2,3814.0% $5.03万 加仓
GCOW PACER FDS TR $131.38万0.02%30,341 1720.6% $7,448 加仓
EBAY EBAY INC. $131.31万0.02%11,750 2,53527.5% $28.33万 加仓
BIZD VANECK ETF TRUST $130.98万0.02%103,460 103,460— $130.98万 新建仓
CNQ CANADIAN NAT RES LTD MED TER $130.41万0.02%33,015 1,8666.0% $7.37万 加仓
IEF ISHARES TR $129.96万0.02%13,742 2,39521.1% $22.65万 加仓
REGN REGENERON PHARMACEUTICALS $129.63万0.02%2,079 89976.2% $56.06万 加仓
IBM INTERNATIONAL BUSINESS MACHS 看涨期权 $129.36万0.02%4,600 -200-4.2% -$5.62万 减仓
FRO FRONTLINE PLC $129.04万0.02%37,092 37,092— $129.04万 新建仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $126.95万0.02%1,700 1,100183.3% $82.14万 重新持有
AMDL GRANITESHARES ETF TR $126.61万0.02%15,300 -1,700-10.0% -$14.07万 减仓
AMZN AMAZON COM INC 看涨期权 $126.32万0.02%5,300 4008.2% $9.53万 加仓
SPTL SPDR SERIES TRUST $126.22万0.02%48,119 600.1% $1,574 加仓
BNY BANK OF NY MELLON CORP $125.86万0.02%8,704 5246.4% $7.58万 加仓
ABNB AIRBNB INC $124.65万0.02%8,711 94412.2% $13.51万 加仓
LIN LINDE PLC $124.40万0.02%2,397 37118.3% $19.25万 加仓
BSJQ INVESCO EXCH TRD SLF IDX FD $123.74万0.02%53,906 -18,923-26.0% -$43.44万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $123.64万0.02%9,028 1,14014.5% $15.61万 加仓