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 |
|---|---|---|---|---|---|---|---|---|
| NTAP | NETAPP INC | $110.70万 | 0.01% | 7,152 | 39 | 0.5% | $6,036 | 加仓 |
| LH | LABCORP HOLDINGS INC | $110.74万 | 0.01% | 3,955 | 224 | 6.0% | $6.27万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $111.16万 | 0.01% | 14,202 | 10,483 | 281.9% | $82.05万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $111.61万 | 0.01% | 29,132 | 10,928 | 60.0% | $41.87万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $111.69万 | 0.01% | 7,199 | 513 | 7.7% | $7.96万 | 加仓 |
| CWB | SPDR SERIES TRUST | $112.28万 | 0.01% | 10,414 | 110 | 1.1% | $1.19万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $112.36万 | 0.01% | 4,734 | -35 | -0.7% | -$8,307 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $112.46万 | 0.01% | 44,878 | 7,314 | 19.5% | $18.33万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $112.64万 | 0.01% | 29,595 | -1,449 | -4.7% | -$5.51万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $112.75万 | 0.01% | 6,918 | 1,606 | 30.2% | $26.18万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $113.32万 | 0.01% | 24,608 | 20,233 | 462.5% | $93.18万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $113.49万 | 0.01% | 20,240 | 2,011 | 11.0% | $11.28万 | 加仓 |
| FISV | FISERV INC | $113.62万 | 0.01% | 23,164 | -7,135 | -23.5% | -$35.00万 | 减仓 |
| BALL | BALL CORP | $113.66万 | 0.01% | 18,214 | -3,134 | -14.7% | -$19.56万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $113.81万 | 0.01% | 13,075 | 702 | 5.7% | $6.11万 | 加仓 |
| MLI | MUELLER INDS INC | $114.17万 | 0.01% | 9,287 | 384 | 4.3% | $4.72万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $115.17万 | 0.01% | 6,115 | 288 | 4.9% | $5.42万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $115.28万 | 0.01% | 35,222 | 2,467 | 7.5% | $8.07万 | 加仓 |
| ROL | ROLLINS INC | $115.70万 | 0.01% | 27,719 | 593 | 2.2% | $2.48万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $115.91万 | 0.01% | 50,111 | -3,114 | -5.9% | -$7.20万 | 减仓 |
| BWA | BORGWARNER INC | $116.04万 | 0.01% | 17,475 | -136 | -0.8% | -$9,031 | 减仓 |
| NRG | NRG ENERGY INC | $116.13万 | 0.01% | 7,951 | -14 | -0.2% | -$2,045 | 减仓 |
| NVO | NOVO-NORDISK A S | $116.37万 | 0.01% | 24,273 | -3,113 | -11.4% | -$14.92万 | 减仓 |
| BOTZ | GLOBAL X FDS | $116.91万 | 0.01% | 30,815 | 974 | 3.3% | $3.70万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $116.95万 | 0.01% | 24,799 | 5,191 | 26.5% | $24.48万 | 加仓 |
| USFD | US FOODS HLDG CORP | $117.20万 | 0.01% | 11,462 | 1,700 | 17.4% | $17.38万 | 加仓 |
| KVUE | KENVUE INC | $119.01万 | 0.01% | 62,277 | -41 | -0.1% | -$784 | 减仓 |
| TSN | TYSON FOODS INC | $119.05万 | 0.01% | 20,795 | -5,010 | -19.4% | -$28.68万 | 减仓 |
| SGOL | ETFS GOLD TR | $119.70万 | 0.01% | 31,310 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $119.75万 | 0.01% | 24,600 | 24,600 | — | $119.75万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $119.78万 | 0.01% | 6,671 | -655 | -8.9% | -$11.76万 | 减仓 |
| KR | KROGER CO | $119.82万 | 0.01% | 21,577 | -4,272 | -16.5% | -$23.72万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $119.92万 | 0.01% | 307,500 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $119.98万 | 0.01% | 15,185 | 7,892 | 108.2% | $62.35万 | 加仓 |
| NUE | NUCOR CORP 看跌期权 | $120.32万 | 0.01% | 5,400 | -800 | -12.9% | -$17.83万 | 减仓 |
| MPLX | MPLX LP | $120.56万 | 0.01% | 21,402 | -864 | -3.9% | -$4.87万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $120.87万 | 0.01% | 7,401 | -519 | -6.6% | -$8.48万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $121.07万 | 0.01% | 28,005 | 28,005 | — | $121.07万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $121.29万 | 0.01% | 39,819 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $121.76万 | 0.01% | 16,078 | -734 | -4.4% | -$5.56万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $121.82万 | 0.01% | 51,663 | 2,615 | 5.3% | $6.17万 | 加仓 |
| AMCR | AMCOR PLC | $122.35万 | 0.01% | 28,223 | 1,191 | 4.4% | $5.16万 | 加仓 |
| MKSI | MKS INC. | $122.41万 | 0.01% | 2,752 | 718 | 35.3% | $31.94万 | 加仓 |
| WAT | WATERS CORP | $123.24万 | 0.01% | 3,286 | -912 | -21.7% | -$34.20万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $123.42万 | 0.01% | 7,323 | 37 | 0.5% | $6,236 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $123.50万 | 0.01% | 15,991 | 15,991 | — | $123.50万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $123.94万 | 0.01% | 5,107 | -123 | -2.4% | -$2.99万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $124.05万 | 0.01% | 39,244 | 15,402 | 64.6% | $48.69万 | 加仓 |
| HLN | HALEON PLC | $124.30万 | 0.01% | 133,227 | -5,045 | -3.6% | -$4.71万 | 减仓 |
| CVNA | CARVANA CO | $124.57万 | 0.01% | 18,926 | -1,059 | -5.3% | -$6.97万 | 减仓 |
| PPG | PPG INDS INC | $124.84万 | 0.01% | 10,293 | 448 | 4.6% | $5.43万 | 加仓 |
| IUSV | ISHARES TR | $125.01万 | 0.01% | 11,349 | 3,092 | 37.4% | $34.06万 | 加仓 |
| ADSK | AUTODESK INC | $125.40万 | 0.01% | 6,450 | -1,974 | -23.4% | -$38.38万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $125.59万 | 0.01% | 9,545 | 3,565 | 59.6% | $46.91万 | 加仓 |
| AAXJ | ISHARES TR | $125.85万 | 0.01% | 10,546 | -1,149 | -9.8% | -$13.71万 | 减仓 |
| COWG | PACER FDS TR | $126.01万 | 0.01% | 31,387 | 18,290 | 139.7% | $73.43万 | 加仓 |
| NGG | NATIONAL GRID PLC | $126.16万 | 0.01% | 15,223 | 546 | 3.7% | $4.52万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $126.30万 | 0.01% | 2,331 | 4 | 0.2% | $2,167 | 加仓 |
| SAN | BANCO SANTANDER SA | $126.51万 | 0.01% | 91,670 | 11,847 | 14.8% | $16.35万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $126.59万 | 0.01% | 15,156 | 27 | 0.2% | $2,255 | 加仓 |
| MTZ | MASTEC INC | $126.76万 | 0.01% | 3,046 | 37 | 1.2% | $1.54万 | 加仓 |
| IYR | ISHARES TR | $127.24万 | 0.01% | 12,444 | 1,367 | 12.3% | $13.98万 | 加仓 |
| DOW | DOW HLDGS INC | $127.98万 | 0.01% | 46,777 | 5,987 | 14.7% | $16.38万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $128.10万 | 0.01% | 41,190 | -148 | -0.4% | -$4,603 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $128.16万 | 0.01% | 7,291 | 331 | 4.8% | $5.82万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $128.63万 | 0.01% | 13,277 | 478 | 3.7% | $4.63万 | 加仓 |
| AEE | AMEREN CORP | $129.30万 | 0.01% | 11,438 | 4,183 | 57.7% | $47.29万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $129.68万 | 0.01% | 623 | -32 | -4.9% | -$6.66万 | 减仓 |
| CPRT | COPART INC | $130.04万 | 0.01% | 46,131 | -1,240 | -2.6% | -$3.50万 | 减仓 |
| WRB | BERKLEY W R CORP | $130.07万 | 0.01% | 18,442 | 5,824 | 46.2% | $41.08万 | 加仓 |
| — | RBB FD INC | $130.18万 | 0.01% | 32,000 | 32,000 | — | $130.18万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $130.19万 | 0.01% | 19,637 | 103 | 0.5% | $6,829 | 加仓 |
| XYL | XYLEM INC | $130.29万 | 0.01% | 11,022 | 2,851 | 34.9% | $33.70万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $131.37万 | 0.01% | 14,395 | -350 | -2.4% | -$3.19万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $131.70万 | 0.01% | 9,937 | -1,389 | -12.3% | -$18.41万 | 减仓 |
| DINO | HF SINCLAIR CORP | $131.77万 | 0.01% | 18,918 | 434 | 2.3% | $3.02万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $131.89万 | 0.01% | 37,975 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $132.74万 | 0.01% | 5,553 | 330 | 6.3% | $7.89万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $133.19万 | 0.01% | 7,896 | 52 | 0.7% | $8,771 | 加仓 |
| BIIB | BIOGEN INC | $133.44万 | 0.01% | 6,176 | 495 | 8.7% | $10.69万 | 加仓 |
| EG | EVEREST GROUP LTD | $133.53万 | 0.01% | 3,738 | 1,087 | 41.0% | $38.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $134.42万 | 0.01% | 1,800 | -10,500 | -85.4% | -$784.11万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $134.61万 | 0.01% | 11,033 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $134.67万 | 0.01% | 28,943 | 17,889 | 161.8% | $83.24万 | 加仓 |
| DTD | WISDOMTREE TR | $135.11万 | 0.01% | 14,490 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $135.41万 | 0.01% | 30,010 | 2,605 | 9.5% | $11.75万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $135.85万 | 0.01% | 4,757 | -847 | -15.1% | -$24.19万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $135.95万 | 0.01% | 5,909 | 2,560 | 76.4% | $58.90万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $136.02万 | 0.01% | 40,006 | -2,435 | -5.7% | -$8.28万 | 减仓 |
| OC | OWENS CORNING NEW | $136.09万 | 0.01% | 8,561 | 3,486 | 68.7% | $55.41万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $136.17万 | 0.01% | 22,048 | 2,179 | 11.0% | $13.46万 | 加仓 |
| KEY | KEYCORP | $136.24万 | 0.01% | 59,107 | 12,074 | 25.7% | $27.83万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $136.29万 | 0.01% | 5,846 | -174 | -2.9% | -$4.06万 | 减仓 |
| VRSN | VERISIGN INC | $136.47万 | 0.01% | 5,425 | 1,776 | 48.7% | $44.68万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $137.43万 | 0.01% | 6,009 | 2,033 | 51.1% | $46.49万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $138.24万 | 0.01% | 8,024 | 1,853 | 30.0% | $31.92万 | 加仓 |
| XYZ | BLOCK INC | $138.61万 | 0.01% | 18,238 | 2,253 | 14.1% | $17.12万 | 加仓 |
| EWU | ISHARES TR | $139.22万 | 0.01% | 30,173 | 173 | 0.6% | $7,982 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $139.39万 | 0.01% | 9,187 | 317 | 3.6% | $4.81万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $139.52万 | 0.01% | 54,413 | 5,180 | 10.5% | $13.28万 | 加仓 |