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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $116.22万 | 0.01% | 15,260 | 15,260 | — | $116.22万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $116.31万 | 0.01% | 14,099 | 1,742 | 14.1% | $14.37万 | 加仓 |
| NRG | NRG ENERGY INC | $116.41万 | 0.01% | 7,965 | 683 | 9.4% | $9.98万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $116.60万 | 0.01% | 5,604 | -256 | -4.4% | -$5.33万 | 减仓 |
| UNM | UNUM GROUP | $117.67万 | 0.01% | 16,112 | 2,437 | 17.8% | $17.80万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $117.77万 | 0.01% | 307,500 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $117.78万 | 0.01% | 30,832 | 4,455 | 16.9% | $17.02万 | 加仓 |
| FIVE | FIVE BELOW INC | $118.28万 | 0.01% | 5,177 | 1,566 | 43.4% | $35.78万 | 加仓 |
| L | LOEWS CORP | $119.27万 | 0.01% | 11,173 | 564 | 5.3% | $6.02万 | 加仓 |
| NTRS | NORTHERN TR CORP | $119.30万 | 0.01% | 8,548 | 2,291 | 36.6% | $31.98万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $119.44万 | 0.01% | 12,799 | 5,424 | 73.5% | $50.62万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $119.53万 | 0.01% | 12,982 | 3,455 | 36.3% | $31.81万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $119.75万 | 0.01% | 18,113 | 1,063 | 6.2% | $7.03万 | 加仓 |
| IQLT | ISHARES TR | $121.33万 | 0.01% | 26,245 | -2,854 | -9.8% | -$13.19万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $121.96万 | 0.01% | 6,775 | 173 | 2.6% | $3.11万 | 加仓 |
| F | FORD MTR CO | $123.40万 | 0.01% | 106,932 | -10,488 | -8.9% | -$12.10万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $123.49万 | 0.01% | 655 | -284 | -30.2% | -$53.54万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $123.59万 | 0.01% | 53,225 | -4,301 | -7.5% | -$9.99万 | 减仓 |
| BIL | SPDR SERIES TRUST | $123.62万 | 0.01% | 13,489 | 8,063 | 148.6% | $73.89万 | 加仓 |
| SEB | SEABOARD CORP DEL | $123.82万 | 0.01% | 219 | 17 | 8.4% | $9.61万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $123.95万 | 0.01% | 37,975 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $124.17万 | 0.01% | 14,677 | 1,232 | 9.2% | $10.42万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $124.24万 | 0.01% | 50,875 | 42,713 | 523.3% | $104.31万 | 加仓 |
| DXJ | WISDOMTREE TR | $124.31万 | 0.01% | 7,839 | 14 | 0.2% | $2,220 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $124.35万 | 0.01% | 16,537 | 6,149 | 59.2% | $46.24万 | 加仓 |
| EXEL | EXELIXIS INC | $124.62万 | 0.01% | 29,055 | -244 | -0.8% | -$1.05万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $124.84万 | 0.01% | 5,407 | -460 | -7.8% | -$10.62万 | 减仓 |
| WAT | WATERS CORP | $125.02万 | 0.01% | 4,198 | 2,614 | 165.0% | $77.84万 | 加仓 |
| OMC | OMNICOM GROUP INC | $125.02万 | 0.01% | 16,600 | 3,588 | 27.6% | $27.02万 | 加仓 |
| DTD | WISDOMTREE TR | $125.14万 | 0.01% | 14,490 | 525 | 3.8% | $4.53万 | 加仓 |
| IWP | ISHARES TR | $125.20万 | 0.01% | 9,772 | -7 | -0.1% | -$897 | 减仓 |
| IWS | ISHARES TR | $125.50万 | 0.01% | 8,611 | 2,895 | 50.6% | $42.19万 | 加仓 |
| CVNA | CARVANA CO | $125.66万 | 0.01% | 3,997 | 807 | 25.3% | $25.37万 | 加仓 |
| MTB | M & T BK CORP | $125.82万 | 0.01% | 6,086 | 1,613 | 36.1% | $33.35万 | 加仓 |
| BALL | BALL CORP | $126.19万 | 0.01% | 21,348 | 12,071 | 130.1% | $71.35万 | 加仓 |
| EFA | ISHARES TR 看涨期权 | $126.19万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $126.96万 | 0.01% | 25,601 | 11,954 | 87.6% | $59.28万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $127.06万 | 0.01% | 6,481 | 1,107 | 20.6% | $21.70万 | 加仓 |
| MPLX | MPLX LP | $127.08万 | 0.01% | 22,266 | -4,324 | -16.3% | -$24.68万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $127.11万 | 0.01% | 29,450 | 3,197 | 12.2% | $13.80万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $127.22万 | 0.01% | 6,462 | 595 | 10.1% | $11.71万 | 加仓 |
| APA | APA CORPORATION | $127.63万 | 0.01% | 30,072 | 3,807 | 14.5% | $16.16万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $128.36万 | 0.01% | 9,484 | 4,834 | 104.0% | $65.42万 | 加仓 |
| AYI | ACUITY INC | $130.16万 | 0.01% | 4,645 | 273 | 6.2% | $7.65万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $131.67万 | 0.01% | 19,357 | 4,068 | 26.6% | $27.67万 | 加仓 |
| IGV | ISHARES TR | $132.09万 | 0.01% | 16,501 | 2,742 | 19.9% | $21.95万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $133.32万 | 0.01% | 10,525 | 1,026 | 10.8% | $13.00万 | 加仓 |
| SNOW | SNOWFLAKE INC | $134.34万 | 0.01% | 8,907 | 2,077 | 30.4% | $31.33万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $134.48万 | 0.01% | 7,844 | 391 | 5.2% | $6.70万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $134.48万 | 0.01% | 12,069 | -962 | -7.4% | -$10.72万 | 减仓 |
| VFH | VANGUARD WORLD FD | $134.85万 | 0.01% | 11,161 | 4 | 0.0% | $483 | 加仓 |
| EFG | ISHARES TR | $134.93万 | 0.01% | 12,115 | 2,933 | 31.9% | $32.67万 | 加仓 |
| SHOP | SHOPIFY INC | $135.02万 | 0.01% | 11,382 | -10 | -0.1% | -$1,186 | 减仓 |
| FTI | TECHNIPFMC PLC | $135.04万 | 0.01% | 19,534 | 7,039 | 56.3% | $48.66万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $135.37万 | 0.01% | 3,772 | 230 | 6.5% | $8.25万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $135.55万 | 0.01% | 41,137 | -2,086 | -4.8% | -$6.87万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $135.72万 | 0.01% | 6,686 | 320 | 5.0% | $6.50万 | 加仓 |
| NET | CLOUDFLARE INC | $135.83万 | 0.01% | 6,583 | 1,741 | 36.0% | $35.92万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $135.85万 | 0.01% | 42,441 | -542 | -1.3% | -$1.73万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $136.04万 | 0.01% | 29,645 | 959 | 3.3% | $4.40万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $136.40万 | 0.01% | 8,770 | -315 | -3.5% | -$4.90万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $136.41万 | 0.01% | 24,570 | -184 | -0.7% | -$1.02万 | 减仓 |
| EFV | ISHARES TR | $136.62万 | 0.01% | 18,375 | 8,463 | 85.4% | $62.92万 | 加仓 |
| EWU | ISHARES TR | $136.68万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $136.70万 | 0.01% | 16,812 | 1,283 | 8.3% | $10.43万 | 加仓 |
| VTR | VENTAS INC | $136.74万 | 0.01% | 16,720 | 2,243 | 15.5% | $18.34万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $136.76万 | 0.01% | 16,591 | 2,501 | 17.8% | $20.62万 | 加仓 |
| HPQ | HP INC | $137.11万 | 0.01% | 71,374 | 2,280 | 3.3% | $4.38万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $137.68万 | 0.01% | 6,960 | 518 | 8.0% | $10.25万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $137.99万 | 0.01% | 2,327 | 321 | 16.0% | $19.03万 | 加仓 |
| HLN | HALEON PLC | $138.41万 | 0.01% | 138,272 | 4,691 | 3.5% | $4.70万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $139.02万 | 0.01% | 7,326 | -3,081 | -29.6% | -$58.47万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $139.50万 | 0.01% | 24,473 | -15,582 | -38.9% | -$88.82万 | 减仓 |
| SGOL | ETFS GOLD TR | $139.71万 | 0.01% | 31,310 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $141.71万 | 0.01% | 5,904 | -3,038 | -34.0% | -$72.92万 | 减仓 |
| DG | DOLLAR GEN CORP | $142.55万 | 0.01% | 12,006 | 3,002 | 33.3% | $35.64万 | 加仓 |
| — | ELECTRONIC ARTS INC | $142.72万 | 0.01% | 7,000 | 525 | 8.1% | $10.70万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $142.74万 | 0.01% | 19,599 | 353 | 1.8% | $2.57万 | 加仓 |
| — | MCCORMICK & CO INC | $143.11万 | 0.01% | 28,407 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $143.76万 | 0.01% | 40,462 | 6,828 | 20.3% | $24.26万 | 加仓 |
| CNC | CENTENE CORP DEL | $144.14万 | 0.01% | 44,027 | 4,754 | 12.1% | $15.56万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $144.35万 | 0.01% | 6,812 | 2,235 | 48.8% | $47.36万 | 加仓 |
| WPC | WP CAREY INC | $144.46万 | 0.01% | 21,257 | 438 | 2.1% | $2.98万 | 加仓 |
| ROL | ROLLINS INC | $144.88万 | 0.01% | 27,126 | 2,710 | 11.1% | $14.47万 | 加仓 |
| DEO | DIAGEO PLC | $145.31万 | 0.01% | 19,518 | -860 | -4.2% | -$6.40万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $145.44万 | 0.01% | 15,151 | 674 | 4.7% | $6.47万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $146.38万 | 0.01% | 10,996 | 4,244 | 62.9% | $56.50万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $146.86万 | 0.01% | 15,223 | 1,562 | 11.4% | $15.07万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $147.01万 | 0.01% | 5,230 | 241 | 4.8% | $6.77万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $147.55万 | 0.01% | 14,843 | 107 | 0.7% | $1.06万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $148.22万 | 0.01% | 5,223 | 2,183 | 71.8% | $61.95万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $148.79万 | 0.01% | 87,675 | 9,149 | 11.7% | $15.53万 | 加仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $149.18万 | 0.01% | 87,752 | -862 | -1.0% | -$1.47万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $149.89万 | 0.01% | 4,378 | 324 | 8.0% | $11.09万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $150.45万 | 0.01% | 29,897 | 2,634 | 9.7% | $13.25万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $150.54万 | 0.01% | 17,475 | 17,475 | — | $150.54万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $152.01万 | 0.01% | 2,163 | 949 | 78.2% | $66.69万 | 加仓 |
| NVT | NVENT ELEC PLC | $152.01万 | 0.01% | 12,851 | 3,843 | 42.7% | $45.46万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $153.17万 | 0.01% | 11,326 | 1,765 | 18.5% | $23.87万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $153.51万 | 0.01% | 8,229 | 622 | 8.2% | $11.60万 | 加仓 |