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
JBL JABIL INC $83.69万0.02%2,171 1115.4% $4.28万 加仓
VLU SPDR SERIES TRUST $83.52万0.02%3,506 3,506— $83.52万 新建仓
CELH CELSIUS HLDGS INC 看涨期权 $83.45万0.01%28,500 00.0% — 不变
RDDT REDDIT INC 看涨期权 $83.32万0.01%4,800 3006.7% $5.21万 加仓
ORLY OREILLY AUTOMOTIVE INC $83.10万0.01%9,024 3,28457.2% $30.24万 加仓
WSM WILLIAMS SONOMA INC $82.93万0.01%3,558 41913.3% $9.77万 加仓
SNA SNAP ON INC $82.75万0.01%2,056 48931.2% $19.68万 加仓
MCK MCKESSON CORP $82.63万0.01%1,094 15816.9% $11.93万 加仓
ASTS AST SPACEMOBILE INC 看涨期权 $81.75万0.01%9,200 1,00012.2% $8.89万 加仓
VT VANGUARD INTL EQUITY INDEX F $81.52万0.01%5,194 3457.1% $5.41万 加仓
BRES EA SERIES TRUST $81.39万0.01%30,242 30,242— $81.39万 新建仓
ROKU ROKU INC $80.66万0.01%5,839 1,44732.9% $19.99万 加仓
RL RALPH LAUREN CORP $80.60万0.01%2,008 24914.2% $10.00万 加仓
A AGILENT TECHNOLOGIES INC $80.06万0.01%6,027 2,40266.3% $31.91万 加仓
CRUS CIRRUS LOGIC INC $79.83万0.01%5,375 1382.6% $2.05万 加仓
PGR PROGRESSIVE CORP $79.43万0.01%3,636 1965.7% $4.28万 加仓
ST SENSATA TECHNOLOGIES HLDG PL $79.30万0.01%16,611 1,1907.7% $5.68万 加仓
APH AMPHENOL CORP $78.99万0.01%4,480 87324.2% $15.39万 加仓
ILMN ILLUMINA INC $78.72万0.01%4,477 65817.2% $11.57万 加仓
ECL ECOLAB INC $78.33万0.01%2,812 1345.0% $3.73万 加仓
SMG SCOTTS MIRACLE-GRO CO $78.26万0.01%11,490 4,62767.4% $31.51万 加仓
HIG HARTFORD INSURANCE GROUP INC $78.18万0.01%5,900 71213.7% $9.43万 加仓
NWSA NEWS CORP NEW $77.56万0.01%31,235 15,978104.7% $39.67万 加仓
TWLO TWILIO INC $77.42万0.01%3,752 41712.5% $8.60万 加仓
BROS DUTCH BROS INC $77.35万0.01%10,771 -2,489-18.8% -$17.87万 减仓
SYF SYNCHRONY FINANCIAL $77.33万0.01%10,169 1,73120.5% $13.16万 加仓
CGGR CAPITAL GROUP GROWTH ETF $77.21万0.01%16,359 9196.0% $4.34万 加仓
BHK BLACKROCK CORE BD TR $77.10万0.01%84,075 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $76.78万0.01%9,669 -2,723-22.0% -$21.62万 减仓
EW EDWARDS LIFESCIENCES CORP $76.37万0.01%8,442 4,20599.2% $38.04万 加仓
MTCH MATCH GROUP INC NEW $76.16万0.01%20,016 4,44928.6% $16.93万 加仓
GSLC GOLDMAN SACHS ETF TR $75.56万0.01%5,325 -359-6.3% -$5.09万 减仓
GLPI GAMING & LEISURE P $75.52万0.01%16,959 7,22674.2% $32.18万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $75.52万0.01%5,853 1,28728.2% $16.61万 加仓
ES EVERSOURCE ENERGY $75.34万0.01%10,425 1,66419.0% $12.03万 加仓
FDX FEDEX CORP $75.18万0.01%2,401 98369.3% $30.78万 加仓
— NEOS ETF TRUST $75.12万0.01%15,504 -1,377-8.2% -$6.67万 减仓
NSC NORFOLK SOUTHN CORP $75.11万0.01%2,387 954.1% $2.99万 加仓
TMO THERMO FISHER SCIENTIFIC INC $74.96万0.01%1,495 26021.1% $13.04万 加仓
NTRS NORTHERN TR CORP $74.95万0.01%4,311 2285.6% $3.96万 加仓
DLTR DOLLAR TREE INC $74.71万0.01%6,177 3,760155.6% $45.48万 加仓
BKNG BOOKING HOLDINGS INC $74.46万0.01%4,178 -1,747-29.5% -$31.14万 减仓
MTB M & T BK CORP $74.43万0.01%3,127 1,35476.4% $32.23万 加仓
BTI BRITISH AMERN TOB PLC $73.64万0.01%11,924 4,22354.8% $26.08万 加仓
BF/B BROWN FORMAN CORP $73.44万0.01%27,556 11,18868.4% $29.82万 加仓
VIOO VANGUARD ADMIRAL FDS INC $72.99万0.01%5,307 5,307— $72.99万 新建仓
SPGI S&P GLOBAL INC $72.57万0.01%1,782 33823.4% $13.76万 加仓
ROST ROSS STORES INC $72.54万0.01%3,408 1,25858.5% $26.78万 加仓
DFEM DIMENSIONAL ETF TRUST $72.31万0.01%17,794 17,794— $72.31万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $72.22万0.01%2,384 89560.1% $27.11万 加仓
HCA HCA HEALTHCARE INC $72.21万0.01%1,852 -196-9.6% -$7.64万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $72.00万0.01%28,730 14,01695.3% $35.12万 加仓
FLCB FRANKLIN TEMPLETON ETF TR $71.85万0.01%33,573 2490.7% $5,329 加仓
AFL AFLAC INC $71.81万0.01%6,125 2,31960.9% $27.19万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $71.78万0.01%15,913 6454.2% $2.91万 加仓
BSMS INVESCO EXCH TRD SLF IDX FD $71.59万0.01%30,540 7,68433.6% $18.01万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $71.53万0.01%30,256 7,62233.7% $18.02万 加仓
YETI YETI HLDGS INC $71.52万0.01%14,430 3,01726.4% $14.95万 加仓
BBY BEST BUY INC $71.36万0.01%9,404 5,894167.9% $44.72万 加仓
IREN IREN LIMITED $71.14万0.01%15,556 9,047139.0% $41.37万 加仓
AIG AMERICAN INTL GROUP INC $71.04万0.01%9,531 2,81641.9% $20.99万 加仓
MAA MID-AMER APT CMNTYS INC $70.98万0.01%5,109 1,51142.0% $20.99万 加仓
SOFI SOFI TECHNOLOGIES INC 看涨期权 $70.82万0.01%39,500 14,40057.4% $25.82万 加仓
SONY SONY GROUP CORP $70.82万0.01%35,303 7,05925.0% $14.16万 加仓
ZION ZIONS BANCORPORATION NATL AS $70.82万0.01%10,235 2,46131.7% $17.03万 加仓
KRC KILROY REALTY CORP $70.75万0.01%18,881 7,95172.7% $29.79万 加仓
NVO NOVO-NORDISK A S $70.74万0.01%14,756 4,53044.3% $21.72万 加仓
CF CF INDUSTRIES HOLD $70.72万0.01%6,532 65211.1% $7.06万 加仓
CTVA CORTEVA INC $70.53万0.01%8,327 1,96530.9% $16.64万 加仓
CEG CONSTELLATION ENERGY CORP $70.49万0.01%2,838 1,16669.7% $28.96万 加仓
FNDF SCHWAB STRATEGIC TR $69.86万0.01%13,242 1,36211.5% $7.19万 加仓
BCS BARCLAYS PLC $69.61万0.01%25,916 4,12118.9% $11.07万 加仓
CARR CARRIER GLOBAL CORPORATION $69.60万0.01%9,489 1,08712.9% $7.97万 加仓
HEFA ISHARES TR $69.38万0.01%14,785 14,785— $69.38万 新建仓
RKLB ROCKET LAB CORP $69.21万0.01%6,809 -191-2.7% -$1.94万 减仓
CCK CROWN HLDGS INC $69.02万0.01%6,172 3746.5% $4.18万 加仓
WST WEST PHARMACEUTICAL SVSC INC $68.89万0.01%1,919 76766.6% $27.54万 加仓
BIDU BAIDU INC $68.55万0.01%5,998 2123.7% $2.42万 加仓
INTU INTUIT $68.46万0.01%2,623 87550.1% $22.84万 加仓
MAN MANPOWERGROUP INC WIS $68.41万0.01%20,257 10,09499.3% $34.09万 加仓
BMOP BNY MELLON ETF TRUST II $67.99万0.01%26,969 1860.7% $4,689 加仓
CWEN CLEARWAY ENERGY INC $67.92万0.01%19,871 7,53661.1% $25.76万 加仓
SWKS SKYWORKS SOLUTIONS INC $67.72万0.01%9,988 90.1% $610 加仓
BFH BREAD FINANCIAL HOLDINGS INC $67.72万0.01%6,250 520.8% $5,634 加仓
IYW ISHARES TR $67.57万0.01%2,679 2,679— $67.57万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $67.38万0.01%3,009 81637.2% $18.27万 加仓
NVST ENVISTA HOLDINGS CORPORATION $67.31万0.01%25,543 13,561113.2% $35.73万 加仓
IBHF ISHARES TR $67.11万0.01%29,628 29,628— $67.11万 新建仓
CUZ COUSINS PPTYS INC $67.04万0.01%22,362 6793.1% $2.04万 加仓
HIW HIGHWOODS PPTYS INC $67.02万0.01%22,220 2,37812.0% $7.17万 加仓
RDDT REDDIT INC $67.00万0.01%3,860 2,975336.2% $51.64万 加仓
HSBC HSBC HLDGS PLC $66.66万0.01%7,010 1,84735.8% $17.56万 加仓
GMED GLOBUS MED INC $66.39万0.01%8,403 2,08333.0% $16.46万 加仓
BABA ALIBABA GROUP HLDG LTD 看涨期权 $66.23万0.01%6,900 5007.8% $4.80万 加仓
RHI ROBERT HALF INC. $65.98万0.01%21,492 2,37212.4% $7.28万 加仓
OC OWENS CORNING NEW $65.97万0.01%4,150 -3,440-45.3% -$54.69万 减仓
RF REGIONS FINANCIAL CORP NEW $65.90万0.01%21,820 4812.3% $1.45万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $65.85万0.01%1,881 40927.8% $14.32万 加仓
HLT HILTON WORLDWIDE HLDGS INC $65.62万0.01%1,986 51334.8% $16.95万 加仓
KHC KRAFT HEINZ CO $65.06万0.01%27,547 5,54325.2% $13.09万 加仓