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 |
|---|---|---|---|---|---|---|---|---|
| CR | CRANE COMPANY | $87.50万 | 0.00% | 3,922 | 594 | 17.8% | $13.25万 | 加仓 |
| ITT | ITT INC | $87.78万 | 0.00% | 4,438 | -1,359 | -23.4% | -$26.88万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $88.10万 | 0.00% | 8,873 | -1,205 | -12.0% | -$11.96万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $88.87万 | 0.00% | 20,582 | -3,063 | -13.0% | -$13.23万 | 减仓 |
| HRB | BLOCK H & R INC | $89.39万 | 0.01% | 23,475 | 7,708 | 48.9% | $29.35万 | 加仓 |
| EPAM | EPAM SYS INC 看跌期权 | $89.67万 | 0.01% | 11,300 | 9,300 | 465.0% | $73.80万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $89.69万 | 0.01% | 3,722 | 812 | 27.9% | $19.57万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $89.98万 | 0.01% | 24,240 | 8,533 | 54.3% | $31.68万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $89.99万 | 0.01% | 40,407 | 40,407 | — | $89.99万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $90.07万 | 0.01% | 13,018 | 472 | 3.8% | $3.27万 | 加仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $90.21万 | 0.01% | 32,202 | -2,795 | -8.0% | -$7.83万 | 减仓 |
| INFY | INFOSYS LTD 看跌期权 | $90.42万 | 0.01% | 86,200 | 62,300 | 260.7% | $65.35万 | 加仓 |
| INGR | INGREDION INC | $90.62万 | 0.01% | 9,568 | 2,849 | 42.4% | $26.98万 | 加仓 |
| IBB | ISHARES TR | $90.74万 | 0.01% | 4,771 | 87 | 1.9% | $1.65万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $90.89万 | 0.01% | 19,255 | 19,255 | — | $90.89万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $91.05万 | 0.01% | 11,359 | 6,022 | 112.8% | $48.27万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $91.19万 | 0.01% | 38,459 | 14,428 | 60.0% | $34.21万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $91.83万 | 0.01% | 96,865 | 36,850 | 61.4% | $34.93万 | 加仓 |
| FIVE | FIVE BELOW INC | $91.87万 | 0.01% | 5,110 | -67 | -1.3% | -$1.20万 | 减仓 |
| EMB | ISHARES TR | $92.23万 | 0.01% | 9,563 | 7,201 | 304.9% | $69.45万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $92.25万 | 0.01% | 8,558 | 611 | 7.7% | $6.59万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $92.52万 | 0.01% | 1,221 | 52 | 4.4% | $3.94万 | 加仓 |
| IVZ | INVESCO LTD | $92.63万 | 0.01% | 35,100 | 9,571 | 37.5% | $25.26万 | 加仓 |
| OMC | OMNICOM GROUP INC | $93.35万 | 0.01% | 12,817 | -3,783 | -22.8% | -$27.55万 | 减仓 |
| SNA | SNAP ON INC | $93.36万 | 0.01% | 2,320 | -153 | -6.2% | -$6.16万 | 减仓 |
| MAS | MASCO CORP | $93.44万 | 0.01% | 11,483 | 3,323 | 40.7% | $27.04万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $93.56万 | 0.01% | 2,836 | -1,678 | -37.2% | -$55.36万 | 减仓 |
| IXN | ISHARES TR | $93.62万 | 0.01% | 6,480 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $93.67万 | 0.01% | 58,985 | -1,091 | -1.8% | -$1.73万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $93.70万 | 0.01% | 2,771 | 748 | 37.0% | $25.29万 | 加仓 |
| LII | LENNOX INTL INC | $93.77万 | 0.01% | 1,636 | 223 | 15.8% | $12.78万 | 加仓 |
| THG | HANOVER INS GROUP INC | $93.79万 | 0.01% | 4,380 | 1,280 | 41.3% | $27.41万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $93.99万 | 0.01% | 34,541 | 10,391 | 43.0% | $28.27万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO 看跌期权 | $94.11万 | 0.01% | 24,300 | 16,800 | 224.0% | $65.07万 | 加仓 |
| GL | GLOBE LIFE INC | $94.40万 | 0.01% | 5,283 | 543 | 11.5% | $9.70万 | 加仓 |
| UBS | UBS GROUP AG | $94.64万 | 0.01% | 19,096 | 2,466 | 14.8% | $12.22万 | 加仓 |
| FSLR | FIRST SOLAR INC | $95.66万 | 0.01% | 4,054 | 60 | 1.5% | $1.42万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $95.97万 | 0.01% | 12,241 | 149 | 1.2% | $1.17万 | 加仓 |
| MOAT | VANECK ETF TRUST | $96.05万 | 0.01% | 9,239 | -92 | -1.0% | -$9,564 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $96.70万 | 0.01% | 3,653 | 386 | 11.8% | $10.22万 | 加仓 |
| CDW | CDW CORP | $96.99万 | 0.01% | 6,896 | 445 | 6.9% | $6.26万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $97.27万 | 0.01% | 21,383 | 12,063 | 129.4% | $54.87万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $97.30万 | 0.01% | 5,583 | -164 | -2.9% | -$2.86万 | 减仓 |
| SEB | SEABOARD CORP DEL | $97.32万 | 0.01% | 218 | -1 | -0.5% | -$4,464 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $97.37万 | 0.01% | 12,866 | 12,866 | — | $97.37万 | 新建仓 |
| NI | NISOURCE INC | $97.38万 | 0.01% | 20,479 | 5,011 | 32.4% | $23.83万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $98.08万 | 0.01% | 11,772 | 3,738 | 46.5% | $31.14万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $98.13万 | 0.01% | 12,615 | 6,554 | 108.1% | $50.98万 | 加仓 |
| ATI | ATI INC | $98.14万 | 0.01% | 4,979 | 861 | 20.9% | $16.97万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $98.32万 | 0.01% | 18,316 | 203 | 1.1% | $1.09万 | 加仓 |
| BURL | BURLINGTON STORES INC | $98.33万 | 0.01% | 3,104 | -164 | -5.0% | -$5.20万 | 减仓 |
| CSL | CARLISLE COS INC | $98.34万 | 0.01% | 2,710 | -264 | -8.9% | -$9.58万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $98.40万 | 0.01% | 1,858 | 69 | 3.9% | $3.65万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $98.77万 | 0.01% | 27,939 | 2,957 | 11.8% | $10.45万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $99.01万 | 0.01% | 38,300 | 38,300 | — | $99.01万 | 新建仓 |
| ILCG | ISHARES TR | $99.09万 | 0.01% | 8,468 | 383 | 4.7% | $4.48万 | 加仓 |
| IDEV | ISHARES TR | $99.25万 | 0.01% | 11,150 | 1,139 | 11.4% | $10.14万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $99.59万 | 0.01% | 21,701 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $99.93万 | 0.01% | 5,336 | 2,226 | 71.6% | $41.69万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $100.04万 | 0.01% | 15,062 | 219 | 1.5% | $1.45万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $100.75万 | 0.01% | 42,493 | 9,903 | 30.4% | $23.48万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $101.45万 | 0.01% | 13,891 | 2,323 | 20.1% | $16.96万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $101.62万 | 0.01% | 11,279 | -5,258 | -31.8% | -$47.37万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $101.68万 | 0.01% | 8,666 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $101.85万 | 0.01% | 12,927 | 30 | 0.2% | $2,364 | 加仓 |
| ONTO | ONTO INNOVATION INC | $102.11万 | 0.01% | 2,698 | 122 | 4.7% | $4.62万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $102.13万 | 0.01% | 9,175 | -171 | -1.8% | -$1.90万 | 减仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $102.33万 | 0.01% | 38,111 | -532 | -1.4% | -$1.43万 | 减仓 |
| APA | APA CORPORATION | $103.10万 | 0.01% | 31,654 | 1,582 | 5.3% | $5.15万 | 加仓 |
| PRG | PROG HOLDINGS INC | $103.10万 | 0.01% | 22,120 | 650 | 3.0% | $3.03万 | 加仓 |
| MUB | ISHARES TR | $103.23万 | 0.01% | 9,592 | -17,207 | -64.2% | -$185.19万 | 减仓 |
| GSK | GSK PLC | $103.43万 | 0.01% | 19,731 | 1,310 | 7.1% | $6.87万 | 加仓 |
| PSA | PUBLIC STORAGE | $103.53万 | 0.01% | 3,252 | 316 | 10.8% | $10.06万 | 加仓 |
| NOBL | PROSHARES TR | $104.23万 | 0.01% | 18,559 | 3,337 | 21.9% | $18.74万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $104.58万 | 0.01% | 18,109 | 10,824 | 148.6% | $62.51万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $104.59万 | 0.01% | 25,448 | 25,448 | — | $104.59万 | 新建仓 |
| RL | RALPH LAUREN CORP | $104.60万 | 0.01% | 2,605 | -465 | -15.1% | -$18.67万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $104.77万 | 0.01% | 20,962 | 9,195 | 78.1% | $45.96万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $105.09万 | 0.01% | 1,252 | 86 | 7.4% | $7.22万 | 加仓 |
| ILCV | ISHARES TR | $105.23万 | 0.01% | 10,394 | -280 | -2.6% | -$2.83万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $105.26万 | 0.01% | 18,252 | 18,252 | — | $105.26万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $105.55万 | 0.01% | 28,175 | 28,175 | — | $105.55万 | 新建仓 |
| RBLX | ROBLOX CORP | $106.27万 | 0.01% | 19,542 | 3,844 | 24.5% | $20.90万 | 加仓 |
| ILMN | ILLUMINA INC | $106.59万 | 0.01% | 6,062 | 770 | 14.6% | $13.54万 | 加仓 |
| PPL | PPL CORP | $107.04万 | 0.01% | 29,446 | -1,386 | -4.5% | -$5.04万 | 减仓 |
| ING | ING GROEP N.V. | $107.36万 | 0.01% | 34,212 | 3,522 | 11.5% | $11.05万 | 加仓 |
| NTRA | NATERA INC | $108.24万 | 0.01% | 3,987 | 911 | 29.6% | $24.73万 | 加仓 |
| EVR | EVERCORE INC | $108.27万 | 0.01% | 3,171 | 963 | 43.6% | $32.88万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $108.32万 | 0.01% | 15,804 | -560 | -3.4% | -$3.84万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $108.48万 | 0.01% | 27,901 | -10,206 | -26.8% | -$39.68万 | 减仓 |
| OGE | OGE ENERGY CORP | $108.48万 | 0.01% | 22,294 | 11,799 | 112.4% | $57.42万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $108.65万 | 0.01% | 14,242 | 3,936 | 38.2% | $30.03万 | 加仓 |
| ICF | ISHARES TR | $108.84万 | 0.01% | 16,092 | 544 | 3.5% | $3.68万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $108.95万 | 0.01% | 1,943 | -493 | -20.2% | -$27.64万 | 减仓 |
| PHM | PULTE GROUP INC | $109.20万 | 0.01% | 7,958 | 1,700 | 27.2% | $23.33万 | 加仓 |
| MLPX | GLOBAL X FDS | $109.94万 | 0.01% | 14,926 | 3,323 | 28.6% | $24.48万 | 加仓 |
| LEN | LENNAR CORP | $110.02万 | 0.01% | 12,157 | 2,487 | 25.7% | $22.51万 | 加仓 |
| IQV | IQVIA HLDGS INC | $110.09万 | 0.01% | 5,697 | 1,192 | 26.5% | $23.03万 | 加仓 |
| PBI | PITNEY BOWES INC | $110.53万 | 0.01% | 63,088 | 642 | 1.0% | $1.12万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $110.55万 | 0.01% | 20,996 | 8,235 | 64.5% | $43.36万 | 加仓 |