HB Wealth Management, LLC
Atlanta GA · SEC CIK 0001911253
$154.50亿2026Q1 申报市值
1,547持仓数
48.6%前十大占比 · 第一大 17.2%
186 / 48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
QLTY 加仓+$1.96亿
JCPB 加仓+$9,575.26万
AVUS 加仓+$5,513.11万
VXUS 加仓+$3,482.48万
VTI 加仓+$2,387.51万
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$1.83亿
IVW 减仓-$1,531.69万
MINT 减仓-$1,255.08万
TROW 减仓-$1,107.50万
BRK/A 减仓-$718.14万
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $89.80万 | 0.01% | 25,553 | 650 | 2.6% | $2.28万 | 加仓 |
| SNA | SNAP ON INC | $89.85万 | 0.01% | 2,473 | 794 | 47.3% | $28.85万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $89.94万 | 0.01% | 5,151 | 314 | 6.5% | $5.48万 | 加仓 |
| USFD | US FOODS HLDG CORP | $90.02万 | 0.01% | 9,762 | 940 | 10.7% | $8.67万 | 加仓 |
| SAN | BANCO SANTANDER SA | $90.04万 | 0.01% | 79,823 | 5,596 | 7.5% | $6.31万 | 加仓 |
| FFIV | F5 INC | $90.10万 | 0.01% | 3,114 | 589 | 23.3% | $17.04万 | 加仓 |
| MOAT | VANECK ETF TRUST | $90.23万 | 0.01% | 9,331 | -96 | -1.0% | -$9,283 | 减仓 |
| VRSN | VERISIGN INC | $90.63万 | 0.01% | 3,649 | 430 | 13.4% | $10.68万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $90.94万 | 0.01% | 19,608 | -8,341 | -29.8% | -$38.69万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $91.38万 | 0.01% | 7,920 | 7,920 | — | $91.38万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $91.54万 | 0.01% | 5,034 | -4,956 | -49.6% | -$90.12万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $91.58万 | 0.01% | 33,152 | 33,152 | — | $91.58万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $91.79万 | 0.01% | 5,440 | 2,438 | 81.2% | $41.14万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $92.23万 | 0.01% | 21,701 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $92.62万 | 0.01% | 12,533 | 1,738 | 16.1% | $12.84万 | 加仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $93.60万 | 0.01% | 34,997 | -13,622 | -28.0% | -$36.43万 | 减仓 |
| ESLT | ELBIT SYS LTD | $93.65万 | 0.01% | 1,103 | 476 | 75.9% | $40.41万 | 加仓 |
| WDAY | WORKDAY INC | $93.98万 | 0.01% | 7,234 | -753 | -9.4% | -$9.78万 | 减仓 |
| IBDR | ISHARES TR | $94.25万 | 0.01% | 38,880 | 293 | 0.8% | $7,102 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $94.27万 | 0.01% | 3,243 | 74 | 2.3% | $2.15万 | 加仓 |
| KEY | KEYCORP | $94.30万 | 0.01% | 47,033 | 3,673 | 8.5% | $7.36万 | 加仓 |
| CWB | SPDR SERIES TRUST | $94.30万 | 0.01% | 10,304 | 28 | 0.3% | $2,563 | 加仓 |
| IR | INGERSOLL RAND INC | $94.91万 | 0.01% | 11,845 | 1,804 | 18.0% | $14.45万 | 加仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $95.02万 | 0.01% | 38,643 | 459 | 1.2% | $1.13万 | 加仓 |
| TW | TRADEWEB MKTS INC | $95.40万 | 0.01% | 8,108 | 2,165 | 36.4% | $25.47万 | 加仓 |
| BWA | BORGWARNER INC | $95.56万 | 0.01% | 17,611 | 2,678 | 17.9% | $14.53万 | 加仓 |
| TXT | TEXTRON INC | $95.60万 | 0.01% | 10,918 | 2,103 | 23.9% | $18.41万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $95.99万 | 0.01% | 7,286 | 2,467 | 51.2% | $32.50万 | 加仓 |
| XYZ | BLOCK INC | $96.20万 | 0.01% | 15,985 | -1,102 | -6.4% | -$6.63万 | 减仓 |
| ICF | ISHARES TR | $96.23万 | 0.01% | 15,548 | 0 | 0.0% | — | 不变 |
| IGEB | ISHARES TR | $96.27万 | 0.01% | 21,364 | -700 | -3.2% | -$3.15万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $96.49万 | 0.01% | 5,938 | 786 | 15.3% | $12.77万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $96.77万 | 0.01% | 5,827 | 1,259 | 27.6% | $20.91万 | 加仓 |
| MTZ | MASTEC INC | $96.81万 | 0.01% | 3,009 | 75 | 2.6% | $2.41万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $96.87万 | 0.01% | 49,048 | 3,923 | 8.7% | $7.75万 | 加仓 |
| BRO | BROWN & BROWN INC | $97.01万 | 0.01% | 14,877 | 951 | 6.8% | $6.20万 | 加仓 |
| SNY | SANOFI SA | $97.52万 | 0.01% | 20,240 | -6,375 | -24.0% | -$30.71万 | 减仓 |
| XYL | XYLEM INC | $97.65万 | 0.01% | 8,171 | 1,031 | 14.4% | $12.32万 | 加仓 |
| AVY | AVERY DENNISON CORP | $97.88万 | 0.01% | 5,668 | -223 | -3.8% | -$3.85万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $97.95万 | 0.01% | 56,881 | -11,841 | -17.2% | -$20.39万 | 减仓 |
| EEM | ISHARES TR 看涨期权 | $98.33万 | 0.01% | 17,400 | -9,800 | -36.0% | -$55.38万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $98.34万 | 0.01% | 15,881 | 3,392 | 27.2% | $21.00万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $98.38万 | 0.01% | 16,364 | 13,062 | 395.6% | $78.53万 | 加仓 |
| MLI | MUELLER INDS INC | $98.65万 | 0.01% | 8,903 | 1,525 | 20.7% | $16.90万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $98.70万 | 0.01% | 13,866 | 875 | 6.7% | $6.23万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $98.89万 | 0.01% | 5,747 | 1,826 | 46.6% | $31.42万 | 加仓 |
| BOTZ | GLOBAL X FDS | $99.13万 | 0.01% | 29,841 | 8,462 | 39.6% | $28.11万 | 加仓 |
| CSL | CARLISLE COS INC | $99.25万 | 0.01% | 2,974 | 615 | 26.1% | $20.52万 | 加仓 |
| ILCV | ISHARES TR | $99.42万 | 0.01% | 10,674 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $99.55万 | 0.01% | 3,731 | 392 | 11.7% | $10.46万 | 加仓 |
| EVRG | EVERGY INC | $99.89万 | 0.01% | 12,193 | 2,669 | 28.0% | $21.87万 | 加仓 |
| DDOG | DATADOG INC | $100.00万 | 0.01% | 8,471 | 2,909 | 52.3% | $34.34万 | 加仓 |
| CNA | CNA FINL CORP | $100.06万 | 0.01% | 21,790 | 2,569 | 13.4% | $11.80万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $100.48万 | 0.01% | 25,246 | 25,246 | — | $100.48万 | 新建仓 |
| TILE | INTERFACE INC | $100.64万 | 0.01% | 40,386 | 34 | 0.1% | $847 | 加仓 |
| NVO | NOVO-NORDISK A S | $100.64万 | 0.01% | 27,386 | -2,573 | -8.6% | -$9.46万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $100.68万 | 0.01% | 31,044 | -5,089 | -14.1% | -$16.50万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $100.87万 | 0.01% | 10,078 | 858 | 9.3% | $8.59万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $100.90万 | 0.01% | 16,097 | -6,580 | -29.0% | -$41.24万 | 减仓 |
| GSK | GSK PLC | $101.67万 | 0.01% | 18,421 | 2,993 | 19.4% | $16.52万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $101.97万 | 0.01% | 9,346 | 1,316 | 16.4% | $14.36万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $102.80万 | 0.01% | 12,761 | 6,277 | 96.8% | $50.57万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $103.48万 | 0.01% | 2,436 | -53 | -2.1% | -$2.25万 | 减仓 |
| RMD | RESMED INC | $104.11万 | 0.01% | 4,638 | 646 | 16.2% | $14.50万 | 加仓 |
| BIIB | BIOGEN INC | $104.15万 | 0.01% | 5,681 | 1,011 | 21.6% | $18.53万 | 加仓 |
| NUE | NUCOR CORP 看跌期权 | $104.18万 | 0.01% | 6,200 | -1,300 | -17.3% | -$21.84万 | 减仓 |
| IYR | ISHARES TR | $104.75万 | 0.01% | 11,077 | -528 | -4.5% | -$4.99万 | 减仓 |
| PPG | PPG INDS INC | $105.23万 | 0.01% | 9,845 | 868 | 9.7% | $9.28万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $105.48万 | 0.01% | 45,096 | 376 | 0.8% | $8,795 | 加仓 |
| RL | RALPH LAUREN CORP | $105.63万 | 0.01% | 3,070 | 548 | 21.7% | $18.86万 | 加仓 |
| CCL | CARNIVAL CORP | $105.89万 | 0.01% | 40,917 | 6,540 | 19.0% | $16.93万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $106.18万 | 0.01% | 7,282 | 4,265 | 141.4% | $62.19万 | 加仓 |
| BURL | BURLINGTON STORES INC | $106.33万 | 0.01% | 3,268 | 1,976 | 152.9% | $64.30万 | 加仓 |
| IT | GARTNER INC | $106.93万 | 0.01% | 6,753 | 4,606 | 214.5% | $72.93万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $106.95万 | 0.01% | 23,645 | -3,692 | -13.5% | -$16.70万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $107.10万 | 0.01% | 8,870 | 550 | 6.6% | $6.64万 | 加仓 |
| KVUE | KENVUE INC | $107.44万 | 0.01% | 62,318 | 13,604 | 27.9% | $23.45万 | 加仓 |
| AMCR | AMCOR PLC | $107.45万 | 0.01% | 27,032 | 27,032 | — | $107.45万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $108.01万 | 0.01% | 23,842 | 2,316 | 10.8% | $10.49万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $108.31万 | 0.01% | 39,819 | 1,956 | 5.2% | $5.32万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $108.71万 | 0.01% | 11,033 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $109.12万 | 0.01% | 6,745 | 478 | 7.6% | $7.73万 | 加仓 |
| NULG | NUSHARES ETF TR | $109.54万 | 0.01% | 12,044 | 1,755 | 17.1% | $15.96万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $109.54万 | 0.01% | 8,731 | -240 | -2.7% | -$3.01万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $109.77万 | 0.01% | 6,020 | 732 | 13.8% | $13.35万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $109.92万 | 0.01% | 14,745 | -1,440 | -8.9% | -$10.73万 | 减仓 |
| ITT | ITT INC | $110.46万 | 0.01% | 5,797 | 3,175 | 121.1% | $60.50万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $110.69万 | 0.01% | 20,971 | 8,338 | 66.0% | $44.01万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $110.86万 | 0.01% | 7,414 | -1,056 | -12.5% | -$15.79万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $111.24万 | 0.01% | 4,769 | 664 | 16.2% | $15.49万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $111.51万 | 0.01% | 15,129 | 95 | 0.6% | $7,002 | 加仓 |
| DASH | DOORDASH INC | $111.71万 | 0.01% | 7,439 | -398 | -5.1% | -$5.98万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $112.06万 | 0.01% | 49,233 | 9,346 | 23.4% | $21.27万 | 加仓 |
| AAXJ | ISHARES TR | $112.62万 | 0.01% | 11,695 | 2,737 | 30.6% | $26.36万 | 加仓 |
| — | BEAZER HOMES USA INC | $112.78万 | 0.01% | 58,615 | 1,097 | 1.9% | $2.11万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $113.68万 | 0.01% | 7,454 | 2,010 | 36.9% | $30.65万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $114.00万 | 0.01% | 6,171 | 1,066 | 20.9% | $19.69万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $115.13万 | 0.01% | 41,338 | 16,328 | 65.3% | $45.47万 | 加仓 |
| DINO | HF SINCLAIR CORP | $115.33万 | 0.01% | 18,484 | 2,680 | 17.0% | $16.72万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $116.18万 | 0.01% | 19,869 | 3,216 | 19.3% | $18.80万 | 加仓 |