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 |
|---|---|---|---|---|---|---|---|---|
| VOX | VANGUARD WORLD FD | $219.98万 | 0.01% | 12,231 | 718 | 6.2% | $12.91万 | 加仓 |
| VEEV | VEEVA SYS INC | $222.26万 | 0.01% | 12,653 | -5,556 | -30.5% | -$97.60万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $227.57万 | 0.01% | 37,947 | 8,030 | 26.8% | $48.16万 | 加仓 |
| FTNT | FORTINET INC | $228.05万 | 0.01% | 27,906 | 7,815 | 38.9% | $63.87万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $229.36万 | 0.01% | 35,285 | 12,426 | 54.4% | $80.77万 | 加仓 |
| PKG | PACKAGING CORP AMER | $230.14万 | 0.01% | 10,844 | 518 | 5.0% | $10.99万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $230.35万 | 0.01% | 31,688 | 2,522 | 8.6% | $18.33万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $230.42万 | 0.01% | 12,786 | 2,638 | 26.0% | $47.54万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $230.64万 | 0.01% | 30,450 | -491 | -1.6% | -$3.72万 | 减仓 |
| YUM | YUM BRANDS INC | $230.91万 | 0.01% | 14,851 | 389 | 2.7% | $6.05万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $231.46万 | 0.01% | 28,903 | 1,509 | 5.5% | $12.08万 | 加仓 |
| GPN | GLOBAL PMTS INC | $231.50万 | 0.01% | 34,397 | -379 | -1.1% | -$2.55万 | 减仓 |
| DOV | DOVER CORP | $233.92万 | 0.02% | 11,222 | 788 | 7.6% | $16.43万 | 加仓 |
| VDE | VANGUARD WORLD FD | $234.00万 | 0.02% | 13,523 | 1,249 | 10.2% | $21.61万 | 加仓 |
| DSI | ISHARES TR | $234.26万 | 0.02% | 19,330 | 104 | 0.5% | $1.26万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $234.32万 | 0.02% | 7,789 | 124 | 1.6% | $3.73万 | 加仓 |
| COR | CENCORA INC | $235.25万 | 0.02% | 7,488 | 302 | 4.2% | $9.49万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $235.85万 | 0.02% | 12,034 | 742 | 6.6% | $14.54万 | 加仓 |
| COWZ | PACER FDS TR | $236.23万 | 0.02% | 37,761 | 2,077 | 5.8% | $12.99万 | 加仓 |
| ABNB | AIRBNB INC | $236.24万 | 0.02% | 18,707 | 6,915 | 58.6% | $87.32万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $237.32万 | 0.02% | 31,537 | 3,150 | 11.1% | $23.70万 | 加仓 |
| TTE | TOTALENERGIES SE | $239.82万 | 0.02% | 26,082 | 26,082 | — | $239.82万 | 新建仓 |
| SAP | SAP SE | $240.21万 | 0.02% | 14,030 | 1,902 | 15.7% | $32.56万 | 加仓 |
| IDXX | IDEXX LABS INC | $240.37万 | 0.02% | 4,277 | 138 | 3.3% | $7.76万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $242.13万 | 0.02% | 42,999 | 4,641 | 12.1% | $26.13万 | 加仓 |
| AON | AON PLC | $242.38万 | 0.02% | 7,509 | 1,670 | 28.6% | $53.90万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $246.17万 | 0.02% | 34,076 | -897 | -2.6% | -$6.48万 | 减仓 |
| NUE | NUCOR CORP | $248.41万 | 0.02% | 14,690 | -506 | -3.3% | -$8.56万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $248.60万 | 0.02% | 22,425 | -131 | -0.6% | -$1.45万 | 减仓 |
| EOG | EOG RES INC | $250.47万 | 0.02% | 17,325 | 3,372 | 24.2% | $48.75万 | 加仓 |
| CMS | CMS ENERGY CORP | $250.71万 | 0.02% | 32,316 | 3,765 | 13.2% | $29.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $253.98万 | 0.02% | 41,459 | 3,766 | 10.0% | $23.07万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $256.31万 | 0.02% | 11,121 | 779 | 7.5% | $17.95万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $259.08万 | 0.02% | 34,696 | 26,194 | 308.1% | $195.59万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $261.18万 | 0.02% | 12,360 | 684 | 5.9% | $14.45万 | 加仓 |
| DHI | D R HORTON INC | $264.34万 | 0.02% | 19,263 | 342 | 1.8% | $4.69万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $265.54万 | 0.02% | 3,436 | 1,009 | 41.6% | $77.98万 | 加仓 |
| SUSA | ISHARES TR | $267.19万 | 0.02% | 20,226 | 19 | 0.1% | $2,510 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $267.59万 | 0.02% | 55,830 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $268.09万 | 0.02% | 66,457 | -7,347 | -10.0% | -$29.64万 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $270.02万 | 0.02% | 10,900 | 900 | 9.0% | $22.30万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC 看跌期权 | $270.42万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $271.51万 | 0.02% | 7,081 | 390 | 5.8% | $14.95万 | 加仓 |
| VLTO | VERALTO CORP | $273.79万 | 0.02% | 30,965 | -13,519 | -30.4% | -$119.54万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $274.25万 | 0.02% | 152,189 | -59,305 | -28.0% | -$106.87万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $274.71万 | 0.02% | 7,012 | 1,674 | 31.4% | $65.58万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $275.80万 | 0.02% | 18,441 | -1,721 | -8.5% | -$25.74万 | 减仓 |
| TRGP | TARGA RES CORP | $278.71万 | 0.02% | 11,115 | -284 | -2.5% | -$7.12万 | 减仓 |
| SNDK | SANDISK CORP | $278.91万 | 0.02% | 4,390 | 730 | 19.9% | $46.38万 | 加仓 |
| TRMK | TRUSTMARK CORP | $279.46万 | 0.02% | 66,317 | -4,114 | -5.8% | -$17.34万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $279.55万 | 0.02% | 117,407 | 18,683 | 18.9% | $44.48万 | 加仓 |
| OKE | ONEOK INC NEW | $279.64万 | 0.02% | 30,936 | 2,628 | 9.3% | $23.76万 | 加仓 |
| NVS | NOVARTIS AG | $279.72万 | 0.02% | 18,312 | 950 | 5.5% | $14.51万 | 加仓 |
| UL | UNILEVER PLC | $280.96万 | 0.02% | 49,317 | -3,135 | -6.0% | -$17.86万 | 减仓 |
| EME | EMCOR GROUP INC | $281.54万 | 0.02% | 3,813 | 783 | 25.8% | $57.82万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $282.41万 | 0.02% | 14,452 | 156 | 1.1% | $3.05万 | 加仓 |
| EQIX | EQUINIX INC | $283.12万 | 0.02% | 2,888 | 805 | 38.6% | $78.92万 | 加仓 |
| MSCI | MSCI INC | $283.64万 | 0.02% | 5,262 | 758 | 16.8% | $40.86万 | 加仓 |
| MUB | ISHARES TR | $284.48万 | 0.02% | 26,799 | 21,211 | 379.6% | $225.16万 | 加仓 |
| MET | METLIFE INC | $286.54万 | 0.02% | 40,517 | 5,777 | 16.6% | $40.86万 | 加仓 |
| APP | APPLOVIN CORP | $286.78万 | 0.02% | 7,205 | 562 | 8.5% | $22.37万 | 加仓 |
| SNPS | SYNOPSYS INC | $288.24万 | 0.02% | 7,270 | 2,691 | 58.8% | $106.69万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $288.76万 | 0.02% | 94,673 | -7,811 | -7.6% | -$23.82万 | 减仓 |
| NKE | NIKE INC | $288.96万 | 0.02% | 54,706 | 1,533 | 2.9% | $8.10万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $291.25万 | 0.02% | 31,069 | 135 | 0.4% | $1.27万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $293.02万 | 0.02% | 47,997 | 2,138 | 4.7% | $13.05万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $293.21万 | 0.02% | 30,013 | -252 | -0.8% | -$2.46万 | 减仓 |
| ETR | ENTERGY CORP NEW | $293.54万 | 0.02% | 26,124 | 2,027 | 8.4% | $22.78万 | 加仓 |
| BOXX | EA SERIES TRUST | $294.07万 | 0.02% | 25,288 | -1,863 | -6.9% | -$21.66万 | 减仓 |
| D | DOMINION ENERGY INC | $296.61万 | 0.02% | 47,978 | 4,947 | 11.5% | $30.58万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $299.99万 | 0.02% | 114,852 | 4,988 | 4.5% | $13.03万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $300.26万 | 0.02% | 10,911 | 1,316 | 13.7% | $36.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $301.34万 | 0.02% | 12,025 | 4,247 | 54.6% | $106.43万 | 加仓 |
| MKL | MARKEL GROUP INC | $304.49万 | 0.02% | 1,590 | -112 | -6.6% | -$21.45万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $305.55万 | 0.02% | 57,814 | 57,814 | — | $305.55万 | 新建仓 |
| IYW | ISHARES TR | $310.26万 | 0.02% | 17,101 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $312.46万 | 0.02% | 10,579 | 826 | 8.5% | $24.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $314.68万 | 0.02% | 18,142 | 3,653 | 25.2% | $63.36万 | 加仓 |
| ROST | ROSS STORES INC | $316.24万 | 0.02% | 14,597 | 2,738 | 23.1% | $59.32万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $316.38万 | 0.02% | 32,373 | -1,526 | -4.5% | -$14.91万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $319.08万 | 0.02% | 36,070 | -2,982 | -7.6% | -$26.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $319.41万 | 0.02% | 18,400 | -5,800 | -24.0% | -$100.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $320.89万 | 0.02% | 44,680 | 3,821 | 9.4% | $27.44万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $322.89万 | 0.02% | 235,341 | 17,469 | 8.0% | $23.97万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $323.70万 | 0.02% | 5,248 | 274 | 5.5% | $16.90万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $326.36万 | 0.02% | 15,613 | 756 | 5.1% | $15.80万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $326.73万 | 0.02% | 11,700 | 1,508 | 14.8% | $42.11万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $329.74万 | 0.02% | 7,419 | 1,148 | 18.3% | $51.02万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $332.70万 | 0.02% | 45,179 | 4,093 | 10.0% | $30.14万 | 加仓 |
| BAFE | ADVISORS INNER CIRCLE FD III | $333.21万 | 0.02% | 131,688 | 3,141 | 2.4% | $7.95万 | 加仓 |
| ESGU | ISHARES TR | $333.46万 | 0.02% | 23,579 | -97 | -0.4% | -$1.37万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $339.75万 | 0.02% | 43,330 | -7,425 | -14.6% | -$58.22万 | 减仓 |
| QUAL | ISHARES TR | $342.40万 | 0.02% | 17,850 | -2,761 | -13.4% | -$52.96万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $351.19万 | 0.02% | 317,535 | -4,050 | -1.3% | -$4.48万 | 减仓 |
| WELL | WELLTOWER INC | $353.11万 | 0.02% | 17,860 | 1,149 | 6.9% | $22.72万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $355.71万 | 0.02% | 56,687 | 6,850 | 13.7% | $42.98万 | 加仓 |
| INTU | INTUIT | $357.09万 | 0.02% | 8,258 | -5,340 | -39.3% | -$230.91万 | 减仓 |
| MKC | MCCORMICK & CO INC 看跌期权 | $360.14万 | 0.02% | 71,400 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $360.19万 | 0.02% | 155,423 | 1,929 | 1.3% | $4.47万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $365.76万 | 0.02% | 7,728 | 462 | 6.4% | $21.87万 | 加仓 |