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
GD GENERAL DYNAMICS CORP $123.60万0.02%3,489 1805.4% $6.38万 加仓
DLR DIGITAL RLTY TR INC $122.84万0.02%6,840 3,02179.1% $54.25万 加仓
DGRO ISHARES TR $122.07万0.02%16,106 3,62929.1% $27.50万 加仓
FPE FIRST TR EXCH TRADED FD III $120.87万0.02%67,601 -31,274-31.6% -$55.92万 减仓
VRT VERTIV HOLDINGS CO 看涨期权 $120.54万0.02%3,600 -200-5.3% -$6.70万 减仓
JVAL J P MORGAN EXCHANGE TRADED F $119.79万0.02%20,428 -389-1.9% -$2.28万 减仓
ONEQ FIDELITY COMWLTH TR $119.19万0.02%11,547 -350-2.9% -$3.61万 减仓
PAAA PGIM ETF TR $119.01万0.02%23,212 23,212— $119.01万 新建仓
TFC TRUIST FINL CORP $118.20万0.02%23,725 -6,504-21.5% -$32.40万 减仓
CIEN CIENA CORP $117.98万0.02%2,405 90760.5% $44.49万 加仓
USB US BANCORP $117.30万0.02%19,421 5,22936.8% $31.58万 加仓
BBDC BARINGS BDC INC $117.24万0.02%137,608 -24,038-14.9% -$20.48万 减仓
HYMC HYCROFT MINING HOLDING CORP $117.00万0.02%50,000 -25-0.0% -$585 减仓
RSP INVESCO EXCHANGE TRADED FD T $116.98万0.02%5,498 2,19166.3% $46.62万 加仓
SCHA SCHWAB STRATEGIC TR $116.50万0.02%32,246 11,36254.4% $41.05万 加仓
EXPE EXPEDIA GROUP INC $116.37万0.02%4,548 42510.3% $10.87万 加仓
PRU PRUDENTIAL FINL INC $116.35万0.02%10,780 -825-7.1% -$8.90万 减仓
GDX VANECK ETF TRUST $116.29万0.02%15,412 1320.9% $9,960 加仓
HOOD ROBINHOOD MKTS INC $115.71万0.02%11,539 8367.8% $8.38万 加仓
IGM ISHARES TR $114.51万0.02%7,000 7,000— $114.51万 新建仓
DASH DOORDASH INC $113.95万0.02%6,175 -2,855-31.6% -$52.68万 减仓
TOWN TOWNEBANK PORTSMOUTH VA $113.82万0.02%31,406 2850.9% $1.03万 加仓
LNG CHENIERE ENERGY INC $113.70万0.02%4,757 2385.3% $5.69万 加仓
VHT VANGUARD WORLD FD $112.91万0.02%3,776 2,867315.4% $85.73万 加仓
SCHF SCHWAB STRATEGIC TR $112.34万0.02%40,555 11,54939.8% $31.99万 加仓
SCCO SOUTHERN COPPER CORP $112.33万0.02%6,446 1,08120.1% $18.84万 加仓
MMM 3M CO $111.77万0.02%6,903 1,14619.9% $18.55万 加仓
TGT TARGET CORP $111.68万0.02%8,551 6618.4% $8.63万 加仓
FTNT FORTINET INC $110.36万0.02%7,184 87213.8% $13.40万 加仓
AVGE AMERICAN CENTY ETF TR $110.36万0.02%11,136 6165.9% $6.10万 加仓
SYY SYSCO CORP $109.24万0.02%13,070 1,43012.3% $11.95万 加仓
IQDF FLEXSHARES TR $109.02万0.02%31,545 3,92514.2% $13.56万 加仓
IONQ IONQ INC $108.84万0.02%20,435 1,5058.0% $8.02万 加仓
HWC HANCOCK WHITNEY CORPORATION $108.79万0.02%14,560 10,974306.0% $82.00万 加仓
TER TERADYNE INC $107.72万0.02%2,226 47827.3% $23.13万 加仓
VRTX VERTEX PHARMACEUTICALS INC $106.30万0.02%2,140 31117.0% $15.45万 加仓
FNV FRANCO NEV CORP $105.27万0.02%5,050 -29-0.6% -$6,045 减仓
TXG 10X GENOMICS INC $105.22万0.02%27,444 -2,218-7.5% -$8.50万 减仓
SPMD SPDR SERIES TRUST $105.11万0.02%15,559 -850-5.2% -$5.74万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $105.08万0.02%2,717 56326.1% $21.77万 加仓
MNST MONSTER BEVERAGE CORP NEW $104.89万0.02%10,912 1,26313.1% $12.14万 加仓
DDOG DATADOG INC $104.74万0.02%4,023 80024.8% $20.83万 加仓
MAS MASCO CORP $104.48万0.02%12,840 4,62456.3% $37.63万 加仓
CTAS CINTAS CORP $103.65万0.02%6,094 1,59335.4% $27.09万 加仓
TRV TRAVELERS COMPANIES INC $103.41万0.02%3,132 2498.6% $8.22万 加仓
ALL ALLSTATE CORP $102.62万0.02%4,313 1,61960.1% $38.52万 加仓
CW CURTISS WRIGHT CORP $102.61万0.02%1,354 47954.7% $36.30万 加仓
STK COLUMBIA SELIGM PREM TECH GR $102.35万0.02%19,000 00.0% — 不变
EMR EMERSON ELEC CO $102.09万0.02%7,131 2,03039.8% $29.06万 加仓
MAIN MAIN STR CAP CORP $101.58万0.02%19,580 -241-1.2% -$1.25万 减仓
IRM IRON MTN INC DEL $101.02万0.02%7,998 2,76852.9% $34.96万 加仓
WELL WELLTOWER INC $101.01万0.02%4,450 1,70962.3% $38.79万 加仓
SCHV SCHWAB STRATEGIC TR $100.81万0.02%28,959 1,3735.0% $4.78万 加仓
DKNG DRAFTKINGS INC NEW 看涨期权 $100.53万0.02%39,800 4,20011.8% $10.61万 加仓
IWY ISHARES TR $99.93万0.02%3,438 3,438— $99.93万 新建仓
MSTR STRATEGY INC $98.34万0.02%11,313 6,847153.3% $59.52万 加仓
JBBB JANUS DETROIT STR TR $98.23万0.02%20,745 -22,548-52.1% -$106.76万 减仓
ALAB ASTERA LABS INC $97.18万0.02%2,012 -270-11.8% -$13.04万 减仓
PHM PULTE GROUP INC $96.80万0.02%7,055 6129.5% $8.40万 加仓
IBIT ISHARES BITCOIN TRUST ETF $96.22万0.02%28,903 5,37522.8% $17.89万 加仓
MDT MEDTRONIC PLC $96.08万0.02%12,281 -9,369-43.3% -$73.29万 减仓
JBHT HUNT J B TRANS SVCS INC $95.37万0.02%3,295 63423.8% $18.35万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $95.25万0.02%20,321 -2,453-10.8% -$11.50万 减仓
PNW PINNACLE WEST CAP CORP $95.18万0.02%8,895 3,19055.9% $34.13万 加仓
FTLS FIRST TR EXCH TRADED FD III $93.59万0.02%12,682 00.0% — 不变
PYPL PAYPAL HLDGS INC $93.50万0.02%21,654 -2,272-9.5% -$9.81万 减仓
JMST J P MORGAN EXCHANGE TRADED F $93.34万0.02%18,301 18,301— $93.34万 新建仓
BN BROOKFIELD CORP $93.32万0.02%21,911 6,21939.6% $26.49万 加仓
BSCZ INVESCO EXCH TRD SLF IDX FD $93.08万0.02%45,470 8,46022.9% $17.32万 加仓
PNC PNC FINL SVCS GROUP INC $93.00万0.02%3,777 1,12242.3% $27.63万 加仓
REET ISHARES TR $92.45万0.02%33,472 -37-0.1% -$1,022 减仓
TRGP TARGA RES CORP $92.43万0.02%3,447 2327.2% $6.22万 加仓
LITE LUMENTUM HLDGS INC $92.07万0.02%1,073 36551.6% $31.32万 加仓
DD DUPONT DE NEMOURS INC $91.60万0.02%6,753 -10,999-62.0% -$149.19万 减仓
COWG PACER FDS TR $91.39万0.02%22,765 1,4026.6% $5.63万 加仓
SAN BANCO SANTANDER SA $91.23万0.02%66,109 15,15529.7% $20.91万 加仓
CB CHUBB LIMITED $91.12万0.02%2,674 83445.3% $28.42万 加仓
TT TRANE TECHNOLOGIES PLC $90.43万0.02%1,841 16710.0% $8.20万 加仓
CRWV COREWEAVE INC $89.87万0.02%9,029 1621.8% $1.61万 加仓
ESS ESSEX PPTY TR INC $89.17万0.02%3,058 58223.5% $16.97万 加仓
FLEX FLEX LTD $88.96万0.02%5,489 3857.5% $6.24万 加仓
DDOG DATADOG INC 看涨期权 $88.52万0.02%3,400 -500-12.8% -$13.02万 减仓
NDSN NORDSON CORP $88.03万0.02%2,918 67830.3% $20.45万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $87.81万0.02%102,580 -578-0.6% -$4,948 减仓
CINF CINCINNATI FINL CORP $87.65万0.02%4,734 2946.6% $5.44万 加仓
CDNS CADENCE DESIGN SYSTEM INC $87.64万0.02%2,335 66840.1% $25.07万 加仓
ETR ENTERGY CORP NEW $87.49万0.02%7,617 1391.9% $1.60万 加仓
NXPI NXP SEMICONDUCTORS N V $86.88万0.02%3,092 -1,058-25.5% -$29.73万 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $86.33万0.02%28,643 4901.7% $1.48万 加仓
STT STATE STR CORP $86.07万0.02%5,075 1,45740.3% $24.71万 加仓
EXC EXELON CORP $85.94万0.02%18,434 3,33422.1% $15.54万 加仓
GOOGL ALPHABET INC 看涨期权 $85.77万0.02%2,400 2009.1% $7.15万 加仓
KMB KIMBERLY-CLARK CORP $85.75万0.02%7,811 1,18317.8% $12.99万 加仓
XLE SELECT SECTOR SPDR TR $85.66万0.02%16,129 1,55410.7% $8.25万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $85.25万0.02%18,728 10,076116.5% $45.87万 加仓
VGSH VANGUARD SCOTTSDALE FDS $85.18万0.02%14,636 4,22740.6% $24.60万 加仓
CMF ISHARES TR $84.63万0.02%14,682 3,16827.5% $18.26万 加仓
NNN NNN REIT INC $84.27万0.02%18,112 5,07738.9% $23.62万 加仓
HOOD ROBINHOOD MKTS INC 看涨期权 $84.24万0.02%8,400 2,00031.2% $20.06万 加仓
LAMR LAMAR ADVERTISING CO $84.10万0.02%5,392 51310.5% $8.00万 加仓