13F 机构持仓

HB Wealth Management, LLC

Atlanta GA · SEC CIK 0001911253

2026Q22026Q1 更早 9 个季度 🔒
$178.40亿2026Q2 申报市值
1,719持仓数
48.1%前十大占比 · 第一大 17.3%
240 / 82新建仓 / 清仓
申报市值走势$178.40亿2026Q2
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

VTI 17.3%
VIG 7.7%
AVUS 4.3%
JCPB 4.1%
VXUS 4.0%
JPST 2.8%
AAPL 2.6%
SPY 2.0%
IVW 1.7%
SPYG 1.6%

2026Q2 买入最多 按季末市值估算

JCPB 加仓+$5,646.56万
JMST 加仓+$3,653.19万
AVUS 加仓+$3,608.43万
QLTY 加仓+$3,222.42万
SHOP 加仓+$3,090.03万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$5,920.75万
SPYG 减仓-$3,827.84万
HONEYWELL INTL I 清仓-$2,101.87万
SLDE 减仓-$1,450.75万
TROW 减仓-$1,242.71万

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
— EXXON MOBIL CORP $00.00%0 -348,977-100.0% -$5,920.75万 清仓
— HONEYWELL INTL INC $00.00%0 -92,990-100.0% -$2,101.87万 清仓
IWM ISHARES TR 看涨期权 $00.00%0 -10,900-100.0% -$270.02万 清仓
EQBK EQUITY BANCSHARES INC $00.00%0 -35,681-100.0% -$158.46万 清仓
— GREAT LAKES DREDGE & DOCK CO $00.00%0 -87,752-100.0% -$149.18万 清仓
EFA ISHARES TR 看涨期权 $00.00%0 -13,000-100.0% -$126.19万 清仓
CCL CARNIVAL CORP $00.00%0 -40,917-100.0% -$105.89万 清仓
EEM ISHARES TR 看涨期权 $00.00%0 -17,400-100.0% -$98.33万 清仓
IBDR ISHARES TR $00.00%0 -38,880-100.0% -$94.25万 清仓
SILJ AMPLIFY ETF TR $00.00%0 -33,152-100.0% -$91.58万 清仓
— COTERRA ENERGY INC $00.00%0 -25,553-100.0% -$89.80万 清仓
DIS DISNEY WALT CO 看跌期权 $00.00%0 -8,700-100.0% -$83.82万 清仓
GRNY TIDAL TRUST I $00.00%0 -33,281-100.0% -$79.44万 清仓
HYD VANECK ETF TRUST $00.00%0 -14,746-100.0% -$73.94万 清仓
PFLD ETF SER SOLUTIONS $00.00%0 -37,228-100.0% -$72.07万 清仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $00.00%0 -10,820-100.0% -$71.16万 清仓
— HOLOGIC INC $00.00%0 -9,393-100.0% -$71.00万 清仓
KYN KAYNE ANDERSON ENERGY INFRST $00.00%0 -44,421-100.0% -$63.43万 清仓
BX BLACKSTONE INC 看跌期权 $00.00%0 -5,300-100.0% -$60.91万 清仓
CALF PACER FDS TR $00.00%0 -13,202-100.0% -$59.24万 清仓
THIR THOR FINL TECHNOLOGIES TR $00.00%0 -18,882-100.0% -$58.56万 清仓
IVES WEDBUSH SER TR $00.00%0 -18,181-100.0% -$51.58万 清仓
CHWY CHEWY INC $00.00%0 -18,739-100.0% -$50.60万 清仓
— MASIMO CORP $00.00%0 -2,704-100.0% -$48.10万 清仓
— WISDOMTREE TR $00.00%0 -4,625-100.0% -$46.80万 清仓
— AIR LEASE CORP $00.00%0 -5,986-100.0% -$38.87万 清仓
DTH WISDOMTREE TR $00.00%0 -7,000-100.0% -$37.86万 清仓
TRMB TRIMBLE INC $00.00%0 -5,701-100.0% -$37.19万 清仓
FRDM EA SERIES TRUST $00.00%0 -6,247-100.0% -$34.14万 清仓
AXTA AXALTA COATING SYS LTD $00.00%0 -11,914-100.0% -$33.00万 清仓
VNT VONTIER CORPORATION $00.00%0 -9,126-100.0% -$32.37万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -2,250-100.0% -$32.14万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -1,981-100.0% -$31.31万 清仓
CE CELANESE CORP DEL $00.00%0 -4,585-100.0% -$30.16万 清仓
ELF E L F BEAUTY INC $00.00%0 -4,967-100.0% -$30.11万 清仓
EXLS EXLSERVICE HLDGS INC $00.00%0 -9,707-100.0% -$29.56万 清仓
INSM INSMED INC $00.00%0 -1,786-100.0% -$29.20万 清仓
WEX WEX INC $00.00%0 -1,871-100.0% -$28.63万 清仓
OSIS OSI SYSTEMS INC $00.00%0 -1,045-100.0% -$27.75万 清仓
ADC AGREE RLTY CORP $00.00%0 -3,501-100.0% -$26.39万 清仓
JSI JANUS DETROIT STR TR $00.00%0 -5,118-100.0% -$26.38万 清仓
WTPI WISDOMTREE TR $00.00%0 -8,259-100.0% -$26.36万 清仓
PEGA PEGASYSTEMS INC $00.00%0 -6,026-100.0% -$25.65万 清仓
NWE NORTHWESTERN ENERGY GROUP IN $00.00%0 -3,828-100.0% -$25.24万 清仓
SPIP SPDR SERIES TRUST $00.00%0 -9,685-100.0% -$25.19万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,513-100.0% -$24.93万 清仓
JOBY JOBY AVIATION INC $00.00%0 -28,532-100.0% -$23.57万 清仓
CTMX CYTOMX THERAPEUTICS INC. $00.00%0 -50,000-100.0% -$23.50万 清仓
— TAYLOR MORRISON HOME CORP $00.00%0 -3,922-100.0% -$22.84万 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 -1,237-100.0% -$22.38万 清仓
ESTC ELASTIC N V $00.00%0 -4,363-100.0% -$21.81万 清仓
DKL DELEK LOGISTICS PARTNERS LP $00.00%0 -4,336-100.0% -$21.58万 清仓
TNL TRAVEL PLUS LEISURE CO $00.00%0 -3,062-100.0% -$21.19万 清仓
VCLT VANGUARD SCOTTSDALE FDS $00.00%0 -2,822-100.0% -$21.09万 清仓
ICLN ISHARES TR $00.00%0 -11,442-100.0% -$20.93万 清仓
TCAL T ROWE PRICE ETF INC $00.00%0 -9,220-100.0% -$20.61万 清仓
PARR PAR PAC HOLDINGS INC $00.00%0 -3,274-100.0% -$20.51万 清仓
— NEOS ETF TRUST $00.00%0 -3,605-100.0% -$20.50万 清仓
IGLD FIRST TR EXCHANGE-TRADED FD $00.00%0 -8,020-100.0% -$20.48万 清仓
CNM CORE & MAIN INC $00.00%0 -4,140-100.0% -$20.45万 清仓
IBP INSTALLED BLDG PRODS INC $00.00%0 -766-100.0% -$20.31万 清仓
— CLEARWAY ENERGY INC $00.00%0 -5,179-100.0% -$20.29万 清仓
BBWI BATH & BODY WORKS INC $00.00%0 -10,634-100.0% -$19.85万 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -31,922-100.0% -$19.15万 清仓
ACI ALBERTSONS COS INC $00.00%0 -10,840-100.0% -$18.47万 清仓
GTN GRAY MEDIA INC $00.00%0 -33,894-100.0% -$14.71万 清仓
HAYW HAYWARD HLDGS INC $00.00%0 -10,451-100.0% -$13.98万 清仓
DV DOUBLEVERIFY HLDGS INC $00.00%0 -14,402-100.0% -$13.68万 清仓
QS QUANTUMSCAPE CORP $00.00%0 -20,182-100.0% -$12.88万 清仓
PK PARK HOTELS & RESORTS INC $00.00%0 -11,218-100.0% -$11.81万 清仓
WU WESTERN UN CO $00.00%0 -11,804-100.0% -$10.30万 清仓
— SUNOPTA INC $00.00%0 -15,737-100.0% -$10.20万 清仓
UWMC UWM HOLDINGS CORPORATION $00.00%0 -28,068-100.0% -$10.16万 清仓
— IMMUNIC INC $00.00%0 -91,450-100.0% -$10.15万 清仓
SNAP SNAP INC $00.00%0 -11,496-100.0% -$5.29万 清仓
CNDT CONDUENT INC $00.00%0 -40,164-100.0% -$5.14万 清仓
RZLT REZOLUTE INC $00.00%0 -13,522-100.0% -$4.12万 清仓
BMBL BUMBLE INC $00.00%0 -10,518-100.0% -$3.43万 清仓
— ALIGHT INC $00.00%0 -39,368-100.0% -$2.29万 清仓
— NEW FORTRESS ENERGY INC $00.00%0 -16,501-100.0% -$9,736 清仓
— WHEELS UP EXPERIENCE INC $00.00%0 -11,000-100.0% -$5,682 清仓
— FEMASYS INC $00.00%0 -11,118-100.0% -$4,672 清仓
UAA UNDER ARMOUR INC 看跌期权 $6390.00%100 100— $639 新建仓
— T3 DEFENSE INC $1,7100.00%10,000 10,000— $1,710 新建仓
— GOSSAMER BIO INC $2,7080.00%16,451 -79,473-82.8% -$1.31万 重新持有
— PICARD MEDICAL INC $2,9610.00%18,113 18,113— $2,961 新建仓
— RESEARCH FRONTIERS INC $5,2000.00%10,000 00.0% — 不变
— HERON THERAPEUTICS INC $5,7970.00%13,583 2,39421.4% $1,022 加仓
— HAIN CELESTIAL GROUP INC $6,2140.00%11,093 11,093— $6,214 新建仓
— DATAVAULT AI INC $7,0000.00%20,000 00.0% — 不变
— HEARTBEAM INC $7,5000.00%10,000 00.0% — 不变
ON ON SEMICONDUCTOR CORP 看涨期权 $9,4540.00%100 -100-50.0% -$9,454 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $1.07万0.00%11,000 00.0% — 不变
— PPL CAP FDG INC $1.47万0.00%13,000 00.0% — 不变
— EURONET WORLDWIDE INC $1.61万0.00%19,000 00.0% — 不变
— BEYOND MEAT INC $1.66万0.00%22,170 10,70793.4% $8,030 加仓
— ATLANTIC AMERN CORP $1.67万0.00%10,000 00.0% — 不变
— JELD-WEN HLDG INC $1.80万0.00%11,978 -7,196-37.5% -$1.08万 减仓
— CELULARITY INC $1.91万0.00%31,915 -8,500-21.0% -$5,082 减仓
— AKEBIA THREAPEUTICS INC $1.92万0.00%16,881 16,881— $1.92万 新建仓