HUB Investment Partners, LLC
AUSTIN TX · SEC CIK 0001841815
$41.81亿2026Q1 申报市值
1,150持仓数
32.3%前十大占比 · 第一大 9.6%
232 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOE 加仓+$2,821.60万
MSFT 加仓+$1,912.75万
BND 加仓+$1,769.94万
BSV 重新持有+$1,552.95万
AAPL 加仓+$1,483.30万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$1,182.54万
AOM 减仓-$1,165.69万
BSCV 减仓-$925.77万
SCHW 减仓-$864.61万
DELL 减仓-$628.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| APA | APA CORPORATION | $37.14万 | 0.01% | 8,751 | -1,423 | -14.0% | -$6.04万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $36.99万 | 0.01% | 13,248 | 13,248 | — | $36.99万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $36.92万 | 0.01% | 1,029 | 506 | 96.7% | $18.16万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $36.88万 | 0.01% | 800 | 800 | — | $36.88万 | 新建仓 |
| LLY | ELI LILLY & CO 看涨期权 | $36.79万 | 0.01% | 400 | -800 | -66.7% | -$73.58万 | 减仓 |
| HSY | HERSHEY CO | $36.72万 | 0.01% | 1,766 | -4,334 | -71.0% | -$90.11万 | 减仓 |
| MTB | M & T BK CORP | $36.65万 | 0.01% | 1,773 | 635 | 55.8% | $13.13万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $36.65万 | 0.01% | 13,902 | 4,233 | 43.8% | $11.16万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $36.37万 | 0.01% | 2,032 | 181 | 9.8% | $3.24万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.35万 | 0.01% | 15,268 | 2,259 | 17.4% | $5.38万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $36.35万 | 0.01% | 12,068 | 3,509 | 41.0% | $10.57万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $36.30万 | 0.01% | 6,272 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC 看涨期权 | $36.18万 | 0.01% | 8,000 | 4,700 | 142.4% | $21.25万 | 加仓 |
| DLN | WISDOMTREE TR | $36.15万 | 0.01% | 4,047 | 0 | 0.0% | — | 重新持有 |
| CALI | BLACKROCK ETF TRUST II | $36.13万 | 0.01% | 7,165 | 7,165 | — | $36.13万 | 新建仓 |
| PODD | INSULET CORP | $36.05万 | 0.01% | 1,718 | 639 | 59.2% | $13.41万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.87万 | 0.01% | 5,716 | -13,856 | -70.8% | -$86.95万 | 减仓 |
| CRWV | COREWEAVE INC 看涨期权 | $35.64万 | 0.01% | 4,600 | 2,100 | 84.0% | $16.27万 | 加仓 |
| — | TIDAL TRUST II | $35.57万 | 0.01% | 23,699 | 23,699 | — | $35.57万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.38万 | 0.01% | 1,489 | 520 | 53.7% | $12.36万 | 加仓 |
| ALLY | ALLY FINL INC | $35.34万 | 0.01% | 9,007 | 4,007 | 80.1% | $15.72万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $35.32万 | 0.01% | 4,868 | 4,868 | — | $35.32万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $35.31万 | 0.01% | 3,733 | -1,039 | -21.8% | -$9.83万 | 减仓 |
| CPAY | CORPAY INC | $35.30万 | 0.01% | 1,213 | 53 | 4.6% | $1.54万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $35.29万 | 0.01% | 15,500 | -5,000 | -24.4% | -$11.38万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $35.20万 | 0.01% | 7,400 | 800 | 12.1% | $3.81万 | 加仓 |
| SLB | SLB LIMITED | $35.15万 | 0.01% | 6,840 | -1,213 | -15.1% | -$6.23万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $35.06万 | 0.01% | 3,800 | -865 | -18.5% | -$7.98万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $35.03万 | 0.01% | 1,676 | -72 | -4.1% | -$1.50万 | 减仓 |
| NWG | NATWEST GROUP PLC | $34.97万 | 0.01% | 23,468 | 1,603 | 7.3% | $2.39万 | 加仓 |
| XYZ | BLOCK INC | $34.90万 | 0.01% | 5,799 | 425 | 7.9% | $2.56万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $34.82万 | 0.01% | 9,267 | 168 | 1.8% | $6,312 | 加仓 |
| RGLD | ROYAL GOLD INC | $34.79万 | 0.01% | 1,367 | 1,367 | — | $34.79万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $34.78万 | 0.01% | 11,395 | 11,395 | — | $34.78万 | 新建仓 |
| URA | GLOBAL X FDS | $34.63万 | 0.01% | 7,150 | 1,120 | 18.6% | $5.42万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $34.61万 | 0.01% | 911 | 911 | — | $34.61万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $34.57万 | 0.01% | 10,127 | 178 | 1.8% | $6,077 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.54万 | 0.01% | 1,991 | 83 | 4.4% | $1.44万 | 加仓 |
| WPC | WP CAREY INC | $34.51万 | 0.01% | 5,078 | 1,449 | 39.9% | $9.85万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $34.22万 | 0.01% | 313 | 44 | 16.4% | $4.81万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $34.19万 | 0.01% | 8,774 | 3,335 | 61.3% | $13.00万 | 加仓 |
| REG | REGENCY CTRS CORP | $34.06万 | 0.01% | 4,502 | 901 | 25.0% | $6.82万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $33.93万 | 0.01% | 4,237 | -599 | -12.4% | -$4.80万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $33.93万 | 0.01% | 9,988 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $33.88万 | 0.01% | 3,569 | 3,569 | — | $33.88万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $33.88万 | 0.01% | 12,591 | 20 | 0.2% | $538 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $33.65万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $33.59万 | 0.01% | 1,945 | 34 | 1.8% | $5,871 | 加仓 |
| GWW | WW GRAINGER INC | $33.49万 | 0.01% | 307 | 307 | — | $33.49万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $33.41万 | 0.01% | 5,104 | 170 | 3.4% | $1.11万 | 加仓 |
| PPG | PPG INDS INC | $33.31万 | 0.01% | 3,117 | 3,117 | — | $33.31万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $33.26万 | 0.01% | 9,968 | -2,396 | -19.4% | -$8.00万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $33.17万 | 0.01% | 8,916 | 7 | 0.1% | $260 | 加仓 |
| DCI | DONALDSON INC | $33.15万 | 0.01% | 3,906 | -426 | -9.8% | -$3.62万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $33.12万 | 0.01% | 22,315 | 57 | 0.3% | $846 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $32.96万 | 0.01% | 4,603 | 685 | 17.5% | $4.91万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $32.95万 | 0.01% | 150 | 4 | 2.7% | $8,788 | 加仓 |
| UL | UNILEVER PLC | $32.91万 | 0.01% | 5,776 | -193 | -3.2% | -$1.10万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.81万 | 0.01% | 1,129 | 1,129 | — | $32.81万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION 看涨期权 | $32.74万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $32.70万 | 0.01% | 1,923 | 717 | 59.5% | $12.19万 | 重新持有 |
| WWD | WOODWARD INC | $32.64万 | 0.01% | 912 | 160 | 21.3% | $5.73万 | 加仓 |
| PALC | PACER FDS TR | $32.56万 | 0.01% | 6,285 | -980 | -13.5% | -$5.08万 | 重新持有 |
| USAC | USA COMPRESSION PARTNERS LP | $32.54万 | 0.01% | 12,000 | -4,000 | -25.0% | -$10.85万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $32.45万 | 0.01% | 2,145 | 1,085 | 102.4% | $16.41万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $32.40万 | 0.01% | 6,986 | 6,986 | — | $32.40万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $32.31万 | 0.01% | 3,504 | 666 | 23.5% | $6.14万 | 加仓 |
| IWM | ISHARES TR 看涨期权 | $32.24万 | 0.01% | 1,300 | -700 | -35.0% | -$17.36万 | 减仓 |
| VST | VISTRA CORP | $32.24万 | 0.01% | 2,145 | 725 | 51.1% | $10.90万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $32.22万 | 0.01% | 13,368 | -647 | -4.6% | -$1.56万 | 减仓 |
| NDAQ | NASDAQ INC | $32.20万 | 0.01% | 3,793 | 1,578 | 71.2% | $13.40万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $31.99万 | 0.01% | 9,864 | -76 | -0.8% | -$2,465 | 减仓 |
| BP | BP PLC | $31.97万 | 0.01% | 6,802 | 477 | 7.5% | $2.24万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $31.87万 | 0.01% | 14,714 | 380 | 2.7% | $8,231 | 加仓 |
| — | SKYWATER TECHNOLOGY INC 看涨期权 | $31.80万 | 0.01% | 11,600 | -9,700 | -45.5% | -$26.59万 | 减仓 |
| RMD | RESMED INC | $31.79万 | 0.01% | 1,416 | 1,416 | — | $31.79万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $31.76万 | 0.01% | 1,450 | 383 | 35.9% | $8.39万 | 加仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $31.67万 | 0.01% | 2,100 | -900 | -30.0% | -$13.57万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $31.63万 | 0.01% | 2,928 | 1,013 | 52.9% | $10.94万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $31.60万 | 0.01% | 21,041 | -1,186 | -5.3% | -$1.78万 | 减仓 |
| GOOG | ALPHABET INC 看涨期权 | $31.55万 | 0.01% | 1,100 | 1,100 | — | $31.55万 | 新建仓 |
| TALO | TALOS ENERGY INC | $31.52万 | 0.01% | 20,000 | 20,000 | — | $31.52万 | 新建仓 |
| RPM | RPM INTL INC | $31.43万 | 0.01% | 3,162 | -1,736 | -35.4% | -$17.26万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $31.35万 | 0.01% | 1,697 | -609 | -26.4% | -$11.25万 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $31.32万 | 0.01% | 60,000 | 60,000 | — | $31.32万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $31.29万 | 0.01% | 2,853 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $31.21万 | 0.01% | 10,080 | -515 | -4.9% | -$1.59万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $31.09万 | 0.01% | 3,928 | 391 | 11.1% | $3.09万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $31.02万 | 0.01% | 6,734 | -17,736 | -72.5% | -$81.71万 | 减仓 |
| EPAM | EPAM SYS INC | $30.98万 | 0.01% | 2,288 | 491 | 27.3% | $6.65万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $30.94万 | 0.01% | 2,257 | 110 | 5.1% | $1.51万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $30.91万 | 0.01% | 5,038 | 2,263 | 81.5% | $13.88万 | 加仓 |
| GM | GENERAL MTRS CO | $30.90万 | 0.01% | 4,147 | 745 | 21.9% | $5.55万 | 加仓 |
| BIIB | BIOGEN INC | $30.89万 | 0.01% | 1,685 | 1,685 | — | $30.89万 | 新建仓 |
| KRC | KILROY REALTY CORP | $30.83万 | 0.01% | 10,930 | -1,329 | -10.8% | -$3.75万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $30.79万 | 0.01% | 6,547 | 593 | 10.0% | $2.79万 | 重新持有 |
| BEN | FRANKLIN RESOURCES INC | $30.78万 | 0.01% | 13,031 | 1,633 | 14.3% | $3.86万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $30.71万 | 0.01% | 3,984 | 3,984 | — | $30.71万 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $30.69万 | 0.01% | 913 | 913 | — | $30.69万 | 新建仓 |
| ATI | ATI INC 看涨期权 | $30.55万 | 0.01% | 2,100 | 2,100 | — | $30.55万 | 新建仓 |