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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $203.85万 | 0.04% | 5,588 | 1,401 | 33.5% | $51.11万 | 加仓 |
| BOTZ | GLOBAL X FDS | $202.22万 | 0.04% | 53,300 | 203 | 0.4% | $7,702 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $201.69万 | 0.04% | 7,457 | 2,203 | 41.9% | $59.58万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $199.85万 | 0.04% | 20,822 | 1,379 | 7.1% | $13.24万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $199.80万 | 0.04% | 4,036 | 590 | 17.1% | $29.21万 | 加仓 |
| EFA | ISHARES TR | $199.25万 | 0.04% | 19,180 | 10,153 | 112.5% | $105.47万 | 加仓 |
| DE | DEERE & CO | $197.42万 | 0.04% | 3,112 | 352 | 12.8% | $22.33万 | 加仓 |
| NOW | SERVICENOW INC | $197.38万 | 0.04% | 19,881 | 10,386 | 109.4% | $103.11万 | 加仓 |
| IWD | ISHARES TR | $196.77万 | 0.04% | 8,116 | 1,410 | 21.0% | $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 | 0 | 0.0% | — | 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 | 2,338 | 17.6% | $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 | 1,588 | 8.8% | $14.57万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $180.42万 | 0.03% | 37,839 | 2,697 | 7.7% | $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 | 679 | 1.1% | $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 | 3,778 | 29.0% | $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 | 1,942 | 28.0% | $37.00万 | 加仓 |
| IVE | ISHARES TR | $168.44万 | 0.03% | 7,419 | 2,531 | 51.8% | $57.47万 | 加仓 |
| WM | WASTE MGMT INC DEL | $166.73万 | 0.03% | 7,481 | 65 | 0.9% | $1.45万 | 加仓 |
| B | BARRICK MNG CORP | $166.31万 | 0.03% | 45,278 | 2,646 | 6.2% | $9.72万 | 加仓 |
| CLS | CELESTICA INC 看涨期权 | $164.16万 | 0.03% | 4,500 | 1,800 | 66.7% | $65.66万 | 加仓 |
| — | NEOS ETF TRUST | $163.98万 | 0.03% | 29,803 | 2,505 | 9.2% | $13.78万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $163.40万 | 0.03% | 2,558 | 165 | 6.9% | $10.54万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $163.36万 | 0.03% | 8,066 | 4,832 | 149.4% | $97.86万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $162.59万 | 0.03% | 14,476 | 624 | 4.5% | $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 | 470 | 3.2% | $5.00万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $160.44万 | 0.03% | 5,968 | 559 | 10.3% | $15.03万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $160.21万 | 0.03% | 77,526 | 5,378 | 7.5% | $11.11万 | 加仓 |
| CSX | CSX CORP | $159.64万 | 0.03% | 33,586 | 3,052 | 10.0% | $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 | 898 | 5.4% | $8.15万 | 加仓 |
| DAL | DELTA AIR LINES INC | $156.37万 | 0.03% | 16,695 | 8,299 | 98.8% | $77.73万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $156.34万 | 0.03% | 87,197 | 5,045 | 6.1% | $9.05万 | 加仓 |
| NVS | NOVARTIS AG | $156.06万 | 0.03% | 9,958 | 3,300 | 49.6% | $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 | 199 | 2.0% | $3.03万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $154.15万 | 0.03% | 68,987 | 4,190 | 6.5% | $9.36万 | 加仓 |
| TFLO | ISHARES TR | $153.94万 | 0.03% | 30,404 | 17,669 | 138.7% | $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 | 1,984 | 19.5% | $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 | 2,923 | 22.1% | $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 | 835 | 0.6% | $8,901 | 加仓 |
| ARM | ARM HOLDINGS PLC | $146.83万 | 0.03% | 4,141 | 1,996 | 93.1% | $70.77万 | 加仓 |
| COHR | COHERENT CORP 看涨期权 | $145.95万 | 0.03% | 3,700 | 1,100 | 42.3% | $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 | 3,454 | 17.3% | $21.40万 | 加仓 |
| EEM | ISHARES TR | $144.43万 | 0.03% | 21,112 | 750 | 3.7% | $5.13万 | 加仓 |
| TJX | TJX COS INC NEW | $144.35万 | 0.03% | 9,528 | 2,917 | 44.1% | $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 | 6,608 | 322.8% | $108.55万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $141.55万 | 0.03% | 3,409 | 49 | 1.5% | $2.03万 | 加仓 |
| F | FORD MTR CO | $141.19万 | 0.03% | 101,575 | 19,036 | 23.1% | $26.46万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $141.10万 | 0.03% | 2,770 | 622 | 29.0% | $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 | 1,419 | 8.5% | $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 | 2,121 | 4.7% | $6.22万 | 加仓 |
| CIEN | CIENA CORP 看涨期权 | $137.36万 | 0.02% | 2,800 | 900 | 47.4% | $44.15万 | 加仓 |
| CNC | CENTENE CORP DEL | $136.17万 | 0.02% | 21,214 | 3,587 | 20.3% | $23.02万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $135.42万 | 0.02% | 23,413 | 1,649 | 7.6% | $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 | 700 | 12.7% | $15.15万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $134.19万 | 0.02% | 8,217 | 1,789 | 27.8% | $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 | 2,018 | 28.3% | $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 | 2,500 | 28.4% | $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 | 191 | 9.1% | $11.03万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $131.66万 | 0.02% | 62,312 | 2,381 | 4.0% | $5.03万 | 加仓 |
| GCOW | PACER FDS TR | $131.38万 | 0.02% | 30,341 | 172 | 0.6% | $7,448 | 加仓 |
| EBAY | EBAY INC. | $131.31万 | 0.02% | 11,750 | 2,535 | 27.5% | $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 | 1,866 | 6.0% | $7.37万 | 加仓 |
| IEF | ISHARES TR | $129.96万 | 0.02% | 13,742 | 2,395 | 21.1% | $22.65万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $129.63万 | 0.02% | 2,079 | 899 | 76.2% | $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 | 1,100 | 183.3% | $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 | 400 | 8.2% | $9.53万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $126.22万 | 0.02% | 48,119 | 60 | 0.1% | $1,574 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $125.86万 | 0.02% | 8,704 | 524 | 6.4% | $7.58万 | 加仓 |
| ABNB | AIRBNB INC | $124.65万 | 0.02% | 8,711 | 944 | 12.2% | $13.51万 | 加仓 |
| LIN | LINDE PLC | $124.40万 | 0.02% | 2,397 | 371 | 18.3% | $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 | 1,140 | 14.5% | $15.61万 | 加仓 |