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 |
|---|---|---|---|---|---|---|---|---|
| ATI | ATI INC 看涨期权 | $65.04万 | 0.01% | 3,300 | 1,200 | 57.1% | $23.65万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $64.82万 | 0.01% | 2,933 | 2,933 | — | $64.82万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $64.70万 | 0.01% | 27,290 | -1,680 | -5.8% | -$3.98万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $64.38万 | 0.01% | 54,842 | 14,055 | 34.5% | $16.50万 | 加仓 |
| IUSB | ISHARES TR | $64.31万 | 0.01% | 13,936 | -1,159 | -7.7% | -$5.35万 | 减仓 |
| PAYX | PAYCHEX INC | $64.30万 | 0.01% | 6,539 | 802 | 14.0% | $7.89万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $64.27万 | 0.01% | 8,133 | 3,080 | 61.0% | $24.34万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $64.25万 | 0.01% | 20,639 | 3,149 | 18.0% | $9.80万 | 加仓 |
| VALE | VALE S A | $64.15万 | 0.01% | 42,650 | -7,667 | -15.2% | -$11.53万 | 减仓 |
| PPG | PPG INDS INC | $64.04万 | 0.01% | 5,280 | 2,163 | 69.4% | $26.23万 | 加仓 |
| VST | VISTRA CORP | $63.88万 | 0.01% | 4,027 | 1,882 | 87.7% | $29.85万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.87万 | 0.01% | 7,728 | 1,160 | 17.7% | $9.59万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $63.56万 | 0.01% | 1,846 | -35 | -1.9% | -$1.21万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $63.56万 | 0.01% | 6,806 | -83 | -1.2% | -$7,751 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $63.25万 | 0.01% | 5,884 | 1,216 | 26.0% | $13.07万 | 加仓 |
| WWD | WOODWARD INC | $63.22万 | 0.01% | 1,486 | 574 | 62.9% | $24.42万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $63.12万 | 0.01% | 44,542 | 590 | 1.3% | $8,360 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $63.06万 | 0.01% | 9,000 | 2,432 | 37.0% | $17.04万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $63.00万 | 0.01% | 12,094 | 3,894 | 47.5% | $20.28万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $62.92万 | 0.01% | 14,029 | 2,133 | 17.9% | $9.57万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $62.36万 | 0.01% | 46,331 | 27,295 | 143.4% | $36.74万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $62.34万 | 0.01% | 1,424 | 496 | 53.4% | $21.71万 | 加仓 |
| PSA | PUBLIC STORAGE | $62.04万 | 0.01% | 1,949 | -38 | -1.9% | -$1.21万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $61.88万 | 0.01% | 7,169 | 686 | 10.6% | $5.92万 | 加仓 |
| RMBS | RAMBUS INC DEL | $61.76万 | 0.01% | 4,653 | -605 | -11.5% | -$8.03万 | 减仓 |
| TTC | TORO CO | $61.56万 | 0.01% | 6,319 | 3,264 | 106.8% | $31.80万 | 加仓 |
| FLO | FLOWERS FOODS INC | $61.49万 | 0.01% | 77,831 | 53,719 | 222.8% | $42.44万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $61.49万 | 0.01% | 7,142 | 4,660 | 187.8% | $40.12万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $61.44万 | 0.01% | 773 | 34 | 4.6% | $2.70万 | 加仓 |
| IGV | ISHARES TR | $61.27万 | 0.01% | 6,763 | 4,101 | 154.1% | $37.16万 | 加仓 |
| REG | REGENCY CTRS CORP | $60.79万 | 0.01% | 7,624 | 3,122 | 69.3% | $24.89万 | 加仓 |
| — | QORVO INC | $60.66万 | 0.01% | 6,504 | 587 | 9.9% | $5.47万 | 加仓 |
| NE | NOBLE CORP PLC | $60.57万 | 0.01% | 16,239 | 486 | 3.1% | $1.81万 | 加仓 |
| IWN | ISHARES TR | $60.34万 | 0.01% | 2,728 | 1,633 | 149.1% | $36.12万 | 加仓 |
| OEF | ISHARES TR | $60.26万 | 0.01% | 1,647 | 11 | 0.7% | $4,025 | 加仓 |
| NVT | NVENT ELEC PLC | $60.08万 | 0.01% | 3,542 | 3,542 | — | $60.08万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $60.07万 | 0.01% | 14,538 | 713 | 5.2% | $2.95万 | 加仓 |
| FFIV | F5 INC | $60.06万 | 0.01% | 1,444 | -527 | -26.7% | -$21.92万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $60.01万 | 0.01% | 12,391 | 7,405 | 148.5% | $35.86万 | 加仓 |
| MCO | MOODYS CORP | $59.96万 | 0.01% | 1,324 | 473 | 55.6% | $21.42万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看涨期权 | $59.83万 | 0.01% | 2,200 | 2,200 | — | $59.83万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $59.52万 | 0.01% | 7,144 | 3,197 | 81.0% | $26.63万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $59.17万 | 0.01% | 8,200 | 2,000 | 32.3% | $14.43万 | 加仓 |
| CI | THE CIGNA GROUP | $58.95万 | 0.01% | 2,138 | 251 | 13.3% | $6.92万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $58.71万 | 0.01% | 4,835 | 56 | 1.2% | $6,800 | 加仓 |
| CLH | CLEAN HARBORS INC | $58.67万 | 0.01% | 1,964 | -147 | -7.0% | -$4.39万 | 减仓 |
| SDY | SPDR SERIES TRUST | $58.55万 | 0.01% | 3,847 | 388 | 11.2% | $5.90万 | 加仓 |
| SYK | STRYKER CORPORATION | $58.52万 | 0.01% | 1,859 | 16 | 0.9% | $5,037 | 加仓 |
| GWW | WW GRAINGER INC | $58.50万 | 0.01% | 430 | 123 | 40.1% | $16.73万 | 加仓 |
| MET | METLIFE INC | $58.32万 | 0.01% | 6,893 | 540 | 8.5% | $4.57万 | 加仓 |
| LEN | LENNAR CORP | $58.31万 | 0.01% | 6,443 | 4,235 | 191.8% | $38.32万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $58.22万 | 0.01% | 7,174 | 2,092 | 41.2% | $16.98万 | 加仓 |
| FAST | FASTENAL CO | $58.21万 | 0.01% | 12,120 | 2,922 | 31.8% | $14.03万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $57.77万 | 0.01% | 3,976 | 26 | 0.7% | $3,778 | 加仓 |
| TKR | TIMKEN CO | $57.72万 | 0.01% | 3,972 | 1,121 | 39.3% | $16.29万 | 加仓 |
| RIO | RIO TINTO PLC | $57.61万 | 0.01% | 6,069 | 6,069 | — | $57.61万 | 新建仓 |
| ALLY | ALLY FINL INC | $57.39万 | 0.01% | 12,489 | 3,482 | 38.7% | $16.00万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.20万 | 0.01% | 1,969 | -575 | -22.6% | -$16.71万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $57.00万 | 0.01% | 1,861 | 14 | 0.8% | $4,288 | 加仓 |
| MLPX | GLOBAL X FDS | $56.83万 | 0.01% | 7,715 | -771 | -9.1% | -$5.68万 | 减仓 |
| VLUE | ISHARES TR | $56.52万 | 0.01% | 2,829 | 8 | 0.3% | $1,598 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $56.47万 | 0.01% | 9,210 | 929 | 11.2% | $5.70万 | 加仓 |
| IBDR | ISHARES TR | $56.37万 | 0.01% | 23,265 | 23,265 | — | $56.37万 | 新建仓 |
| CNA | CNA FINL CORP | $56.26万 | 0.01% | 11,573 | 6,250 | 117.4% | $30.38万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC 看涨期权 | $56.17万 | 0.01% | 16,200 | 3,300 | 25.6% | $11.44万 | 重新持有 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $55.77万 | 0.01% | 10,159 | 1,385 | 15.8% | $7.60万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $55.74万 | 0.01% | 10,318 | 10,318 | — | $55.74万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $55.65万 | 0.01% | 3,678 | 15 | 0.4% | $2,270 | 加仓 |
| VPU | VANGUARD WORLD FD | $55.23万 | 0.01% | 2,822 | 744 | 35.8% | $14.56万 | 加仓 |
| VICI | VICI PPTYS INC | $55.07万 | 0.01% | 20,741 | 20,741 | — | $55.07万 | 新建仓 |
| BF/A | BROWN FORMAN CORP | $55.06万 | 0.01% | 20,125 | 1,468 | 7.9% | $4.02万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $55.04万 | 0.01% | 3,431 | -545 | -13.7% | -$8.74万 | 减仓 |
| RTX | RTX CORPORATION 看涨期权 | $55.02万 | 0.01% | 2,900 | 2,300 | 383.3% | $43.64万 | 加仓 |
| DG | DOLLAR GEN CORP | $54.82万 | 0.01% | 4,762 | 744 | 18.5% | $8.56万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $54.59万 | 0.01% | 7,143 | 220 | 3.2% | $1.68万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $54.57万 | 0.01% | 9,201 | -24,085 | -72.4% | -$142.84万 | 重新持有 |
| MFC | MANULIFE FINL CORP | $54.55万 | 0.01% | 13,467 | 42 | 0.3% | $1,701 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $54.18万 | 0.01% | 7,567 | 3,583 | 89.9% | $25.65万 | 加仓 |
| MP | MP MATERIALS CORP | $54.17万 | 0.01% | 9,672 | 384 | 4.1% | $2.15万 | 加仓 |
| XOP | SPDR SERIES TRUST | $54.04万 | 0.01% | 3,503 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $53.82万 | 0.01% | 1,357 | 706 | 108.4% | $28.00万 | 加仓 |
| WCC | WESCO INTL INC | $53.75万 | 0.01% | 1,556 | 197 | 14.5% | $6.80万 | 加仓 |
| ORI | OLD REP INTL CORP | $53.48万 | 0.01% | 13,070 | 322 | 2.5% | $1.32万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $53.43万 | 0.01% | 5,111 | 2,183 | 74.6% | $22.82万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $53.40万 | 0.01% | 1,184 | -6 | -0.5% | -$2,706 | 减仓 |
| MSM | MSC INDL DIRECT INC | $53.28万 | 0.01% | 4,479 | 679 | 17.9% | $8.08万 | 加仓 |
| MTDR | MATADOR RES CO | $53.26万 | 0.01% | 10,699 | 669 | 6.7% | $3.33万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $53.21万 | 0.01% | 2,964 | 1,421 | 92.1% | $25.51万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $52.99万 | 0.01% | 10,306 | 1,039 | 11.2% | $5.34万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $52.87万 | 0.01% | 17,618 | 2,111 | 13.6% | $6.34万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $52.80万 | 0.01% | 10,871 | 618 | 6.0% | $3.00万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $52.66万 | 0.01% | 10,137 | 2,809 | 38.3% | $14.59万 | 加仓 |
| GLDM | WORLD GOLD TR | $52.44万 | 0.01% | 6,603 | -158 | -2.3% | -$1.25万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $52.31万 | 0.01% | 10,954 | 827 | 8.2% | $3.95万 | 加仓 |
| FE | FIRSTENERGY CORP | $52.18万 | 0.01% | 10,975 | 2,711 | 32.8% | $12.89万 | 加仓 |
| XYZ | BLOCK INC | $52.01万 | 0.01% | 6,844 | 1,045 | 18.0% | $7.94万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $51.97万 | 0.01% | 4,176 | 1,420 | 51.5% | $17.67万 | 加仓 |
| RY | ROYAL BK CDA | $51.91万 | 0.01% | 2,508 | 131 | 5.5% | $2.71万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $51.65万 | 0.01% | 23,194 | 23,194 | — | $51.65万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $51.59万 | 0.01% | 21,189 | 7,821 | 58.5% | $19.04万 | 加仓 |