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 |
|---|---|---|---|---|---|---|---|---|
| MNST | MONSTER BEVERAGE CORP NEW | $154.09万 | 0.01% | 21,265 | 1,803 | 9.3% | $13.06万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $154.25万 | 0.01% | 4,514 | -1,842 | -29.0% | -$62.95万 | 减仓 |
| ENB | ENBRIDGE INC | $155.61万 | 0.01% | 28,772 | 1,818 | 6.7% | $9.83万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $156.21万 | 0.01% | 21,130 | -4,043 | -16.1% | -$29.89万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $156.33万 | 0.01% | 17,289 | 721 | 4.4% | $6.52万 | 加仓 |
| PAYX | PAYCHEX INC | $156.44万 | 0.01% | 16,981 | 3,308 | 24.2% | $30.47万 | 加仓 |
| CPRT | COPART INC | $157.27万 | 0.01% | 47,371 | 2,503 | 5.6% | $8.31万 | 加仓 |
| IRM | IRON MTN INC DEL | $157.36万 | 0.01% | 15,406 | 3,579 | 30.3% | $36.56万 | 加仓 |
| DLN | WISDOMTREE TR | $157.93万 | 0.01% | 17,679 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $158.26万 | 0.01% | 13,387 | 4,432 | 49.5% | $52.39万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC | $158.46万 | 0.01% | 35,681 | 35,681 | — | $158.46万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $158.99万 | 0.01% | 28,050 | -4,041 | -12.6% | -$22.91万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $159.20万 | 0.01% | 101,724 | 35,352 | 53.3% | $55.33万 | 加仓 |
| JBL | JABIL INC | $159.63万 | 0.01% | 6,009 | 600 | 11.1% | $15.94万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $159.95万 | 0.01% | 23,081 | -7,235 | -23.9% | -$50.14万 | 减仓 |
| EFAV | ISHARES TR | $161.51万 | 0.01% | 17,677 | -7 | -0.0% | -$640 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $161.93万 | 0.01% | 10,795 | 72 | 0.7% | $1.08万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $163.35万 | 0.01% | 74,451 | 703 | 1.0% | $1.54万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $163.37万 | 0.01% | 20,181 | -654 | -3.1% | -$5.29万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $163.61万 | 0.01% | 8,284 | 1,681 | 25.5% | $33.20万 | 加仓 |
| VST | VISTRA CORP | $163.91万 | 0.01% | 10,903 | 993 | 10.0% | $14.93万 | 加仓 |
| NDAQ | NASDAQ INC | $163.96万 | 0.01% | 19,314 | 5,486 | 39.7% | $46.57万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $164.53万 | 0.01% | 7,900 | -500 | -6.0% | -$10.41万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $164.60万 | 0.01% | 6,567 | -2,283 | -25.8% | -$57.22万 | 减仓 |
| ES | EVERSOURCE ENERGY | $164.72万 | 0.01% | 23,775 | 4,809 | 25.4% | $33.32万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $164.82万 | 0.01% | 14,236 | 1,660 | 13.2% | $19.22万 | 加仓 |
| TSN | TYSON FOODS INC | $165.34万 | 0.01% | 25,805 | 8,560 | 49.6% | $54.85万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $166.71万 | 0.01% | 49,074 | 49,074 | — | $166.71万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $166.96万 | 0.01% | 18,045 | 129 | 0.7% | $1.19万 | 加仓 |
| STT | STATE STR CORP | $167.02万 | 0.01% | 13,197 | 1,447 | 12.3% | $18.31万 | 加仓 |
| O | REALTY INCOME CORP | $167.72万 | 0.01% | 27,413 | 2,638 | 10.6% | $16.14万 | 加仓 |
| IEV | ISHARES TR | $168.31万 | 0.01% | 24,772 | 24,772 | — | $168.31万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $168.39万 | 0.01% | 5,393 | -7 | -0.1% | -$2,186 | 减仓 |
| FISV | FISERV INC | $169.07万 | 0.01% | 30,299 | 4,629 | 18.0% | $25.83万 | 加仓 |
| DOW | DOW HLDGS INC | $169.89万 | 0.01% | 40,790 | 15,389 | 60.6% | $64.10万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $170.84万 | 0.01% | 3,523 | 800 | 29.4% | $38.79万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $171.02万 | 0.01% | 15,004 | 3,151 | 26.6% | $35.92万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $171.08万 | 0.01% | 35,994 | 241 | 0.7% | $1.15万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $172.78万 | 0.01% | 34,631 | 4,562 | 15.2% | $22.76万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $173.99万 | 0.01% | 27,927 | 195 | 0.7% | $1.21万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $175.37万 | 0.01% | 21,391 | 4,826 | 29.1% | $39.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $176.50万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $176.77万 | 0.01% | 20,882 | 1,539 | 8.0% | $13.03万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $178.02万 | 0.01% | 18,755 | 1,011 | 5.7% | $9.60万 | 加仓 |
| GRMN | GARMIN LTD | $178.12万 | 0.01% | 7,677 | 1,661 | 27.6% | $38.54万 | 加仓 |
| TECH | BIO-TECHNE CORP | $178.42万 | 0.01% | 34,140 | -5,709 | -14.3% | -$29.84万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $178.76万 | 0.01% | 38,107 | 1,922 | 5.3% | $9.02万 | 加仓 |
| GIS | GENERAL MILLS INC | $179.20万 | 0.01% | 48,145 | 309 | 0.6% | $1.15万 | 加仓 |
| EIX | EDISON INTL | $179.40万 | 0.01% | 24,515 | 7,164 | 41.3% | $52.43万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $179.48万 | 0.01% | 42,190 | 6,430 | 18.0% | $27.35万 | 加仓 |
| PCG | PG&E CORP | $179.67万 | 0.01% | 102,259 | 41,885 | 69.4% | $73.59万 | 加仓 |
| BP | BP PLC | $179.92万 | 0.01% | 38,280 | 1,100 | 3.0% | $5.17万 | 加仓 |
| CIEN | CIENA CORP | $180.26万 | 0.01% | 4,643 | 774 | 20.0% | $30.05万 | 加仓 |
| TPR | TAPESTRY INC | $180.53万 | 0.01% | 12,793 | 948 | 8.0% | $13.38万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $180.57万 | 0.01% | 14,786 | 758 | 5.4% | $9.26万 | 加仓 |
| GWW | WW GRAINGER INC | $182.18万 | 0.01% | 1,670 | 168 | 11.2% | $18.33万 | 加仓 |
| HAL | HALLIBURTON CO | $182.68万 | 0.01% | 46,851 | 3,978 | 9.3% | $15.51万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $183.60万 | 0.01% | 28,487 | 90 | 0.3% | $5,800 | 加仓 |
| MGMT | UNIFIED SER TR | $183.84万 | 0.01% | 40,745 | 36,166 | 789.8% | $163.18万 | 加仓 |
| FRPH | FRP HLDGS INC | $184.05万 | 0.01% | 84,118 | 3,026 | 3.7% | $6.62万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $184.68万 | 0.01% | 5,219 | 327 | 6.7% | $11.57万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $184.89万 | 0.01% | 54,797 | 913 | 1.7% | $3.08万 | 加仓 |
| KR | KROGER CO | $187.05万 | 0.01% | 25,849 | 4,331 | 20.1% | $31.34万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $188.67万 | 0.01% | 29,201 | 5,776 | 24.7% | $37.32万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $189.07万 | 0.01% | 149,341 | 25,696 | 20.8% | $32.53万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $190.41万 | 0.01% | 9,252 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $190.45万 | 0.01% | 29,925 | 1,341 | 4.7% | $8.53万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $190.71万 | 0.01% | 42,332 | 2,866 | 7.3% | $12.91万 | 加仓 |
| M | MACYS INC | $191.29万 | 0.01% | 105,743 | -665 | -0.6% | -$1.20万 | 减仓 |
| AME | AMETEK INC | $191.79万 | 0.01% | 8,947 | 1,092 | 13.9% | $23.41万 | 加仓 |
| GDX | VANECK ETF TRUST | $192.57万 | 0.01% | 20,984 | 14,743 | 236.2% | $135.30万 | 加仓 |
| USMV | ISHARES TR | $193.53万 | 0.01% | 20,867 | 1,982 | 10.5% | $18.38万 | 加仓 |
| AIQ | GLOBAL X FDS | $195.07万 | 0.01% | 41,797 | 4,082 | 10.8% | $19.05万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $196.95万 | 0.01% | 39,559 | -4,698 | -10.6% | -$23.39万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $197.14万 | 0.01% | 20,948 | 68 | 0.3% | $6,399 | 加仓 |
| CTVA | CORTEVA INC | $198.34万 | 0.01% | 23,694 | 1,829 | 8.4% | $15.31万 | 加仓 |
| CTAS | CINTAS CORP | $200.26万 | 0.01% | 11,840 | 2,970 | 33.5% | $50.24万 | 加仓 |
| MFC | MANULIFE FINL CORP | $200.45万 | 0.01% | 58,203 | 1,075 | 1.9% | $3.70万 | 加仓 |
| ADSK | AUTODESK INC | $201.67万 | 0.01% | 8,424 | -122 | -1.4% | -$2.92万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $202.44万 | 0.01% | 12,334 | 935 | 8.2% | $15.35万 | 加仓 |
| TER | TERADYNE INC | $202.81万 | 0.01% | 6,841 | 1,979 | 40.7% | $58.67万 | 加仓 |
| SRE | SEMPRA | $203.25万 | 0.01% | 20,916 | 3,401 | 19.4% | $33.05万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $204.22万 | 0.01% | 25,762 | -6,327 | -19.7% | -$50.16万 | 减仓 |
| XEL | XCEL ENERGY INC | $204.24万 | 0.01% | 25,709 | 2,449 | 10.5% | $19.46万 | 加仓 |
| EBAY | EBAY INC. | $204.27万 | 0.01% | 22,442 | 3,636 | 19.3% | $33.10万 | 加仓 |
| ESGE | ISHARES INC | $204.61万 | 0.01% | 44,999 | 3,847 | 9.3% | $17.49万 | 加仓 |
| EXC | EXELON CORP | $205.23万 | 0.01% | 41,866 | 4,370 | 11.7% | $21.42万 | 加仓 |
| VCR | VANGUARD WORLD FD | $205.78万 | 0.01% | 5,731 | 151 | 2.7% | $5.42万 | 加仓 |
| IAG | IAMGOLD CORP | $206.14万 | 0.01% | 109,530 | 530 | 0.5% | $9,975 | 加仓 |
| WAB | WABTEC | $206.64万 | 0.01% | 8,268 | 739 | 9.8% | $18.47万 | 加仓 |
| SHY | ISHARES TR | $207.09万 | 0.01% | 25,081 | -1,034 | -4.0% | -$8.54万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $207.72万 | 0.01% | 20,971 | 2,983 | 16.6% | $29.55万 | 加仓 |
| ROOT | ROOT INC | $208.69万 | 0.01% | 47,248 | 25,986 | 122.2% | $114.78万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $209.93万 | 0.01% | 9,692 | 441 | 4.8% | $9.55万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $211.86万 | 0.01% | 18,718 | 3,145 | 20.2% | $35.60万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $212.08万 | 0.01% | 4,469 | 170 | 4.0% | $8.07万 | 加仓 |
| SLB | SLB LIMITED | $212.86万 | 0.01% | 41,419 | 5,976 | 16.9% | $30.71万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $216.21万 | 0.01% | 21,377 | 1,036 | 5.1% | $10.48万 | 加仓 |
| SUSL | ISHARES TR | $216.49万 | 0.01% | 19,057 | 2,071 | 12.2% | $23.53万 | 加仓 |
| SYY | SYSCO CORP | $219.59万 | 0.01% | 30,785 | -583 | -1.9% | -$4.16万 | 减仓 |