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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC | $139.81万 | 0.01% | 10,052 | -743 | -6.9% | -$10.33万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $139.87万 | 0.01% | 23,009 | 18,302 | 388.8% | $111.26万 | 加仓 |
| DASH | DOORDASH INC | $139.96万 | 0.01% | 7,584 | 145 | 1.9% | $2.68万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $140.46万 | 0.01% | 7,671 | 217 | 2.9% | $3.97万 | 加仓 |
| RBC | RBC BEARINGS INC | $140.79万 | 0.01% | 2,186 | 640 | 41.4% | $41.22万 | 加仓 |
| RY | ROYAL BK CDA | $141.37万 | 0.01% | 6,830 | 85 | 1.3% | $1.76万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $141.45万 | 0.01% | 13,390 | -7,558 | -36.1% | -$79.84万 | 减仓 |
| IWS | ISHARES TR | $143.22万 | 0.01% | 8,701 | 90 | 1.0% | $1.48万 | 加仓 |
| — | MCCORMICK & CO INC | $143.46万 | 0.01% | 28,407 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $143.58万 | 0.01% | 18,879 | -478 | -2.5% | -$3.64万 | 减仓 |
| EVRG | EVERGY INC | $143.73万 | 0.01% | 16,629 | 4,436 | 36.4% | $38.34万 | 加仓 |
| BRO | BROWN & BROWN INC | $143.80万 | 0.01% | 22,415 | 7,538 | 50.7% | $48.36万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $143.92万 | 0.01% | 29,776 | -26,054 | -46.7% | -$125.93万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $144.91万 | 0.01% | 57,368 | 19,426 | 51.2% | $49.07万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $145.30万 | 0.01% | 38,995 | -1,467 | -3.6% | -$5.47万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $145.32万 | 0.01% | 16,401 | 1,141 | 7.5% | $10.11万 | 加仓 |
| EXEL | EXELIXIS INC | $145.48万 | 0.01% | 26,737 | -2,318 | -8.0% | -$12.61万 | 减仓 |
| VFH | VANGUARD WORLD FD | $146.00万 | 0.01% | 11,094 | -67 | -0.6% | -$8,817 | 减仓 |
| BE | BLOOM ENERGY CORP | $146.11万 | 0.01% | 4,827 | 1,385 | 40.2% | $41.92万 | 加仓 |
| TILE | INTERFACE INC | $146.24万 | 0.01% | 40,804 | 418 | 1.0% | $1.50万 | 加仓 |
| — | ELECTRONIC ARTS INC | $146.28万 | 0.01% | 7,134 | 134 | 1.9% | $2.75万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $146.56万 | 0.01% | 16,312 | 215 | 1.3% | $1.93万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $146.57万 | 0.01% | 34,624 | 12,500 | 56.5% | $52.91万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $146.87万 | 0.01% | 8,207 | 793 | 10.7% | $14.19万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $146.95万 | 0.01% | 45,567 | 471 | 1.0% | $1.52万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $147.17万 | 0.01% | 5,505 | 65 | 1.2% | $1.74万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $147.76万 | 0.01% | 7,172 | 691 | 10.7% | $14.24万 | 加仓 |
| MTB | M & T BK CORP | $147.80万 | 0.01% | 6,209 | 123 | 2.0% | $2.93万 | 加仓 |
| GGG | GRACO INC | $148.44万 | 0.01% | 19,632 | -1,250 | -6.0% | -$9.45万 | 减仓 |
| L | LOEWS CORP | $148.74万 | 0.01% | 13,138 | 1,965 | 17.6% | $22.25万 | 加仓 |
| DG | DOLLAR GEN CORP | $149.33万 | 0.01% | 12,972 | 966 | 8.0% | $11.12万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $149.43万 | 0.01% | 16,876 | 285 | 1.7% | $2.52万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $149.97万 | 0.01% | 5,861 | 454 | 8.4% | $11.62万 | 加仓 |
| INTU | INTUIT | $150.32万 | 0.01% | 5,759 | -2,499 | -30.3% | -$65.23万 | 减仓 |
| NTRS | NORTHERN TR CORP | $150.79万 | 0.01% | 8,674 | 126 | 1.5% | $2.19万 | 加仓 |
| WPC | WP CAREY INC | $151.66万 | 0.01% | 21,211 | -46 | -0.2% | -$3,289 | 减仓 |
| CCL | CARNIVAL CORP LTD | $152.06万 | 0.01% | 53,222 | 53,222 | — | $152.06万 | 新建仓 |
| BP | BP PLC | $152.28万 | 0.01% | 41,212 | 2,932 | 7.7% | $10.83万 | 加仓 |
| SMMU | PIMCO ETF TR | $152.60万 | 0.01% | 30,217 | 30,217 | — | $152.60万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $152.63万 | 0.01% | 34,657 | 5,207 | 17.7% | $22.93万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $152.73万 | 0.01% | 36,980 | 36,980 | — | $152.73万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $153.68万 | 0.01% | 4,541 | -678 | -13.0% | -$22.95万 | 减仓 |
| FLEX | FLEX LTD | $154.00万 | 0.01% | 9,502 | -60 | -0.6% | -$9,724 | 减仓 |
| DEO | DIAGEO PLC | $154.69万 | 0.01% | 19,244 | -274 | -1.4% | -$2.20万 | 减仓 |
| IWP | ISHARES TR | $155.12万 | 0.01% | 10,595 | 823 | 8.4% | $12.05万 | 加仓 |
| IAG | IAMGOLD CORP | $156.02万 | 0.01% | 98,500 | -11,030 | -10.1% | -$17.47万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $156.70万 | 0.01% | 15,894 | 6,099 | 62.3% | $60.13万 | 加仓 |
| VTR | VENTAS INC | $157.40万 | 0.01% | 17,724 | 1,004 | 6.0% | $8.92万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $158.37万 | 0.01% | 20,931 | 20,931 | — | $158.37万 | 新建仓 |
| DXJ | WISDOMTREE TR | $158.41万 | 0.01% | 9,129 | 1,290 | 16.5% | $22.38万 | 加仓 |
| NDAQ | NASDAQ INC | $158.75万 | 0.01% | 20,140 | 826 | 4.3% | $6.51万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $158.89万 | 0.01% | 22,190 | 10,701 | 93.1% | $76.62万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $159.47万 | 0.01% | 16,868 | 987 | 6.2% | $9.33万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $159.60万 | 0.01% | 18,538 | 1,249 | 7.2% | $10.75万 | 加仓 |
| IGV | ISHARES TR | $159.85万 | 0.01% | 17,643 | 1,142 | 6.9% | $10.35万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $160.07万 | 0.01% | 44,900 | -5,975 | -11.7% | -$21.30万 | 减仓 |
| ENB | ENBRIDGE INC | $160.31万 | 0.01% | 29,571 | 799 | 2.8% | $4.33万 | 加仓 |
| DLN | WISDOMTREE TR | $160.40万 | 0.01% | 16,653 | -1,026 | -5.8% | -$9.88万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $160.59万 | 0.01% | 16,887 | 2,788 | 19.8% | $26.51万 | 加仓 |
| EFG | ISHARES TR | $161.24万 | 0.01% | 12,959 | 844 | 7.0% | $10.50万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $161.29万 | 0.01% | 15,409 | 4,488 | 41.1% | $46.98万 | 加仓 |
| EFAV | ISHARES TR | $161.90万 | 0.01% | 18,458 | 781 | 4.4% | $6.85万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $162.00万 | 0.01% | 44,676 | 3,539 | 8.6% | $12.83万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $162.53万 | 0.01% | 34,326 | 34,326 | — | $162.53万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $163.29万 | 0.01% | 13,802 | 1,733 | 14.4% | $20.50万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $163.36万 | 0.01% | 42,332 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $163.87万 | 0.01% | 7,141 | 366 | 5.4% | $8.40万 | 加仓 |
| NULG | NUSHARES ETF TR | $164.10万 | 0.01% | 14,018 | 1,974 | 16.4% | $23.11万 | 加仓 |
| UNM | UNUM GROUP | $165.07万 | 0.01% | 18,464 | 2,352 | 14.6% | $21.03万 | 加仓 |
| SOXX | ISHARES TR | $165.32万 | 0.01% | 2,580 | 2 | 0.1% | $1,282 | 加仓 |
| HPQ | HP INC | $165.72万 | 0.01% | 75,531 | 4,157 | 5.8% | $9.12万 | 加仓 |
| VEEV | VEEVA SYS INC | $165.76万 | 0.01% | 9,340 | -3,313 | -26.2% | -$58.80万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $166.66万 | 0.01% | 17,171 | 2,020 | 13.3% | $19.61万 | 加仓 |
| — | BEAZER HOMES USA INC | $166.75万 | 0.01% | 59,448 | 833 | 1.4% | $2.34万 | 加仓 |
| VST | VISTRA CORP | $168.05万 | 0.01% | 10,593 | -310 | -2.8% | -$4.92万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $169.05万 | 0.01% | 4,709 | -1,858 | -28.3% | -$66.70万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $169.11万 | 0.01% | 2,712 | -724 | -21.1% | -$45.14万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $169.21万 | 0.01% | 20,369 | -1,022 | -4.8% | -$8.49万 | 减仓 |
| HAL | HALLIBURTON CO | $169.81万 | 0.01% | 50,018 | 3,167 | 6.8% | $10.75万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $172.05万 | 0.01% | 34,561 | -4,998 | -12.6% | -$24.88万 | 减仓 |
| COHR | COHERENT CORP | $172.23万 | 0.01% | 4,366 | 724 | 19.9% | $28.56万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $174.42万 | 0.01% | 3,798 | 275 | 7.8% | $12.63万 | 加仓 |
| FFIV | F5 INC | $174.45万 | 0.01% | 4,194 | 1,080 | 34.7% | $44.92万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $174.50万 | 0.01% | 17,297 | -178 | -1.0% | -$1.80万 | 减仓 |
| F | FORD MTR CO | $175.22万 | 0.01% | 126,058 | 19,126 | 17.9% | $26.59万 | 加仓 |
| COWZ | PACER FDS TR | $177.59万 | 0.01% | 28,552 | -9,209 | -24.4% | -$57.28万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $178.37万 | 0.01% | 15,275 | 1,039 | 7.3% | $12.13万 | 加仓 |
| CTAS | CINTAS CORP | $178.93万 | 0.01% | 10,520 | -1,320 | -11.1% | -$22.45万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $180.20万 | 0.01% | 90,600 | 2,925 | 3.3% | $5.82万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $180.50万 | 0.01% | 39,810 | 10,165 | 34.3% | $46.09万 | 加仓 |
| DTE | DTE ENERGY CO | $181.15万 | 0.01% | 11,888 | 6,387 | 116.1% | $97.32万 | 加仓 |
| EIX | EDISON INTL | $181.17万 | 0.01% | 24,334 | -181 | -0.7% | -$1.35万 | 减仓 |
| EQT | EQT CORP | $181.24万 | 0.01% | 34,086 | 4,161 | 13.9% | $22.12万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $181.76万 | 0.01% | 20,952 | 1,353 | 6.9% | $11.74万 | 加仓 |
| IEV | ISHARES TR | $182.74万 | 0.01% | 25,084 | 312 | 1.3% | $2.27万 | 加仓 |
| SAP | SAP SE | $184.42万 | 0.01% | 11,966 | -2,064 | -14.7% | -$31.81万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $184.90万 | 0.01% | 18,250 | -3,127 | -14.6% | -$31.68万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $185.23万 | 0.01% | 34,779 | 19,478 | 127.3% | $103.74万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $185.94万 | 0.01% | 8,313 | 84 | 1.0% | $1.88万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $186.20万 | 0.01% | 13,692 | 710 | 5.5% | $9.66万 | 加仓 |