HB Wealth Management, LLC
Atlanta GA · SEC CIK 0001911253
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BCS | BARCLAYS PLC | $74.32万 | 0.00% | 27,669 | 959 | 3.6% | $2.58万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $74.43万 | 0.00% | 5,531 | 1,061 | 23.7% | $14.28万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $74.53万 | 0.00% | 9,896 | -2,045 | -17.1% | -$15.40万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $74.55万 | 0.00% | 6,039 | 482 | 8.7% | $5.95万 | 加仓 |
| EMN | EASTMAN CHEM CO | $74.65万 | 0.00% | 11,145 | 653 | 6.2% | $4.37万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $74.89万 | 0.00% | 2,210 | 1,084 | 96.3% | $36.73万 | 加仓 |
| TW | TRADEWEB MKTS INC | $74.91万 | 0.00% | 7,516 | -592 | -7.3% | -$5.90万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $74.97万 | 0.00% | 6,674 | 1,120 | 20.2% | $12.58万 | 加仓 |
| PRI | PRIMERICA INC | $74.98万 | 0.00% | 2,638 | 303 | 13.0% | $8.61万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $75.08万 | 0.00% | 10,729 | 881 | 8.9% | $6.17万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $75.33万 | 0.00% | 14,521 | 1,113 | 8.3% | $5.77万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $75.39万 | 0.00% | 25,730 | 9,720 | 60.7% | $28.48万 | 加仓 |
| HYG | ISHARES TR | $75.39万 | 0.00% | 9,427 | 9,427 | — | $75.39万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $75.48万 | 0.00% | 13,760 | 4,771 | 53.1% | $26.17万 | 加仓 |
| IT | GARTNER INC | $75.66万 | 0.00% | 5,837 | -916 | -13.6% | -$11.87万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $75.68万 | 0.00% | 46,203 | -10,678 | -18.8% | -$17.49万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $75.76万 | 0.00% | 5,182 | 31 | 0.6% | $4,532 | 加仓 |
| TRP | TC ENERGY CORP | $75.76万 | 0.00% | 11,439 | -232 | -2.0% | -$1.54万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $75.76万 | 0.00% | 8,997 | 2,375 | 35.9% | $20.00万 | 加仓 |
| PYLD | PIMCO ETF TR | $75.90万 | 0.00% | 28,621 | 100 | 0.4% | $2,652 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $75.97万 | 0.00% | 2,397 | -339 | -12.4% | -$10.74万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $76.04万 | 0.00% | 5,606 | -13,119 | -70.1% | -$177.96万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $76.08万 | 0.00% | 6,748 | 602 | 9.8% | $6.79万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $76.35万 | 0.00% | 8,811 | 727 | 9.0% | $6.30万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $76.46万 | 0.00% | 20,068 | 10,319 | 105.8% | $39.32万 | 加仓 |
| SONY | SONY GROUP CORP | $76.53万 | 0.00% | 38,150 | -3,762 | -9.0% | -$7.55万 | 减仓 |
| SON | SONOCO PRODS CO | $76.58万 | 0.00% | 13,590 | -967 | -6.6% | -$5.45万 | 减仓 |
| IR | INGERSOLL RAND INC | $76.61万 | 0.00% | 9,343 | -2,502 | -21.1% | -$20.51万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $76.62万 | 0.00% | 5,935 | 2,611 | 78.5% | $33.71万 | 加仓 |
| GLPI | GAMING & LEISURE P | $76.63万 | 0.00% | 17,209 | 553 | 3.3% | $2.46万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $76.78万 | 0.00% | 5,050 | -196 | -3.7% | -$2.98万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $76.82万 | 0.00% | 14,536 | 5,065 | 53.5% | $26.77万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $76.97万 | 0.00% | 4,357 | 1,648 | 60.8% | $29.11万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $77.17万 | 0.00% | 21,125 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $77.32万 | 0.00% | 8,478 | 486 | 6.1% | $4.43万 | 加仓 |
| XOP | SPDR SERIES TRUST | $77.67万 | 0.00% | 5,034 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $77.94万 | 0.00% | 36,419 | -1,097 | -2.9% | -$2.35万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $78.18万 | 0.00% | 22,249 | 8,642 | 63.5% | $30.37万 | 加仓 |
| MRNA | MODERNA INC | $78.22万 | 0.00% | 11,169 | -1,030 | -8.4% | -$7.21万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $78.26万 | 0.00% | 5,714 | -224 | -3.8% | -$3.07万 | 减仓 |
| ARTY | ISHARES TR | $78.30万 | 0.00% | 10,280 | -245 | -2.3% | -$1.87万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $78.36万 | 0.00% | 16,410 | 49 | 0.3% | $2,340 | 加仓 |
| NTNX | NUTANIX INC | $78.42万 | 0.00% | 15,388 | 5,987 | 63.7% | $30.51万 | 加仓 |
| WWD | WOODWARD INC | $78.49万 | 0.00% | 1,845 | -260 | -12.4% | -$11.06万 | 减仓 |
| OVV | OVINTIV INC | $78.51万 | 0.00% | 14,911 | 670 | 4.7% | $3.53万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $78.69万 | 0.00% | 15,527 | 15,527 | — | $78.69万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $78.90万 | 0.00% | 5,376 | 375 | 7.5% | $5.50万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $79.17万 | 0.00% | 4,787 | 1,188 | 33.0% | $19.65万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $79.25万 | 0.00% | 10,930 | -1,603 | -12.8% | -$11.62万 | 减仓 |
| CPAY | CORPAY INC | $79.28万 | 0.00% | 2,378 | 405 | 20.5% | $13.50万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $79.68万 | 0.00% | 8,465 | 969 | 12.9% | $9.12万 | 加仓 |
| ARW | ARROW ELECTRS INC | $79.86万 | 0.00% | 3,742 | 1,514 | 68.0% | $32.31万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $79.89万 | 0.00% | 2,636 | 722 | 37.7% | $21.88万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $79.94万 | 0.00% | 29,100 | 29,100 | — | $79.94万 | 新建仓 |
| SCI | SERVICE CORP INTL | $80.00万 | 0.00% | 10,532 | 3,588 | 51.7% | $27.25万 | 加仓 |
| SCZ | ISHARES TR | $80.02万 | 0.00% | 9,726 | -5 | -0.1% | -$411 | 减仓 |
| VDC | VANGUARD WORLD FD | $80.05万 | 0.00% | 3,550 | -67 | -1.9% | -$1.51万 | 减仓 |
| ARMK | ARAMARK | $80.43万 | 0.00% | 14,135 | -69 | -0.5% | -$3,926 | 减仓 |
| STM | STMICROELECTRONICS N V | $80.49万 | 0.00% | 10,747 | 4,298 | 66.6% | $32.19万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $80.51万 | 0.00% | 6,752 | 1,194 | 21.5% | $14.24万 | 加仓 |
| OSK | OSHKOSH CORP | $80.58万 | 0.00% | 5,250 | 2,514 | 91.9% | $38.59万 | 加仓 |
| IGEB | ISHARES TR | $80.58万 | 0.00% | 17,864 | -3,500 | -16.4% | -$15.79万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $81.15万 | 0.00% | 3,816 | -482 | -11.2% | -$10.25万 | 减仓 |
| WSO | WATSCO INC | $81.46万 | 0.00% | 1,954 | 161 | 9.0% | $6.71万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $81.74万 | 0.00% | 31,798 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $81.81万 | 0.00% | 7,944 | -826 | -9.4% | -$8.51万 | 减仓 |
| RBRK | RUBRIK INC. | $82.21万 | 0.00% | 10,241 | 10,241 | — | $82.21万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $82.35万 | 0.00% | 10,017 | 6,696 | 201.6% | $55.05万 | 加仓 |
| CUBE | CUBESMART | $82.42万 | 0.00% | 20,724 | 20,724 | — | $82.42万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $82.50万 | 0.00% | 6,740 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $82.65万 | 0.00% | 2,791 | 999 | 55.7% | $29.58万 | 加仓 |
| RIO | RIO TINTO PLC | $82.70万 | 0.00% | 8,711 | 1,706 | 24.4% | $16.20万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $82.86万 | 0.00% | 13,743 | 9,859 | 253.8% | $59.44万 | 重新持有 |
| POOL | POOL CORP | $83.24万 | 0.00% | 3,873 | 1,636 | 73.1% | $35.16万 | 加仓 |
| GCOW | PACER FDS TR | $83.36万 | 0.00% | 19,252 | 2,197 | 12.9% | $9.51万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $83.37万 | 0.00% | 1,049 | 93 | 9.7% | $7.39万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $83.41万 | 0.00% | 64,111 | 64,111 | — | $83.41万 | 新建仓 |
| TXT | TEXTRON INC | $83.41万 | 0.00% | 9,093 | -1,825 | -16.7% | -$16.74万 | 减仓 |
| AES | AES CORP | $83.44万 | 0.00% | 56,914 | 17,130 | 43.1% | $25.11万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $83.75万 | 0.00% | 4,334 | -736 | -14.5% | -$14.22万 | 减仓 |
| FE | FIRSTENERGY CORP | $83.80万 | 0.00% | 17,626 | 187 | 1.1% | $8,890 | 加仓 |
| XAR | SPDR SERIES TRUST | $83.86万 | 0.00% | 2,955 | 166 | 6.0% | $4.71万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $83.94万 | 0.00% | 42,793 | 15,527 | 56.9% | $30.46万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $84.78万 | 0.00% | 88,492 | 13,665 | 18.3% | $13.09万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $84.81万 | 0.00% | 3,245 | 2 | 0.1% | $523 | 加仓 |
| TQQQ | PROSHARES TR | $84.91万 | 0.00% | 10,483 | 10,483 | — | $84.91万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $85.07万 | 0.00% | 16,544 | 954 | 6.1% | $4.91万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $85.19万 | 0.00% | 3,061 | -32 | -1.0% | -$8,906 | 减仓 |
| PRU | PRUDENTIAL FINL INC 看跌期权 | $85.29万 | 0.00% | 7,900 | 0 | 0.0% | — | 不变 |
| DAKT | DAKTRONICS INC | $85.48万 | 0.00% | 43,703 | -493 | -1.1% | -$9,643 | 减仓 |
| WY | WEYERHAEUSER CO | $85.74万 | 0.00% | 35,815 | 3,703 | 11.5% | $8.87万 | 加仓 |
| NVR | NVR INC | $85.85万 | 0.00% | 126 | 78 | 162.5% | $53.14万 | 加仓 |
| MDB | MONGODB INC | $85.92万 | 0.00% | 2,558 | 573 | 28.9% | $19.25万 | 加仓 |
| RMD | RESMED INC | $86.00万 | 0.00% | 4,413 | -225 | -4.9% | -$4.38万 | 减仓 |
| ESLT | ELBIT SYS LTD | $86.11万 | 0.00% | 1,135 | 32 | 2.9% | $2.43万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $86.60万 | 0.00% | 19,470 | 19,470 | — | $86.60万 | 新建仓 |
| TWLO | TWILIO INC | $86.66万 | 0.00% | 4,200 | -1,111 | -20.9% | -$22.92万 | 减仓 |
| HUBB | HUBBELL INC | $86.86万 | 0.00% | 1,660 | -52 | -3.0% | -$2.72万 | 减仓 |
| AVY | AVERY DENNISON CORP | $87.23万 | 0.00% | 5,373 | -295 | -5.2% | -$4.79万 | 减仓 |
| IDA | IDACORP INC | $87.48万 | 0.00% | 5,782 | 3,152 | 119.8% | $47.69万 | 加仓 |