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 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $366.04万 | 0.02% | 12,037 | 784 | 7.0% | $23.84万 | 加仓 |
| ET | ENERGY TRANSFER L P | $367.23万 | 0.02% | 190,273 | -7,243 | -3.7% | -$13.98万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $369.12万 | 0.02% | 109,014 | 5,388 | 5.2% | $18.24万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $369.38万 | 0.02% | 45,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $371.33万 | 0.02% | 110,744 | 18,812 | 20.5% | $63.08万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $376.06万 | 0.02% | 97,881 | 21,567 | 28.3% | $82.86万 | 加仓 |
| IJS | ISHARES TR | $378.98万 | 0.02% | 31,995 | 17,223 | 116.6% | $204.01万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $380.42万 | 0.02% | 42,888 | -24,211 | -36.1% | -$214.75万 | 减仓 |
| GM | GENERAL MTRS CO | $381.90万 | 0.02% | 51,261 | 5,172 | 11.2% | $38.53万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $383.28万 | 0.02% | 96,470 | -11,543 | -10.7% | -$45.86万 | 减仓 |
| EFX | EQUIFAX INC | $383.96万 | 0.02% | 21,322 | 2,442 | 12.9% | $43.97万 | 加仓 |
| IUSG | ISHARES TR | $384.83万 | 0.02% | 24,810 | 66 | 0.3% | $1.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $391.39万 | 0.03% | 29,872 | 1,761 | 6.3% | $23.07万 | 加仓 |
| IJJ | ISHARES TR | $393.27万 | 0.03% | 29,680 | 876 | 3.0% | $11.61万 | 加仓 |
| SBUX | STARBUCKS CORP | $394.22万 | 0.03% | 44,002 | 4,426 | 11.2% | $39.65万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $395.04万 | 0.03% | 24,425 | 1,219 | 5.3% | $19.72万 | 加仓 |
| FAST | FASTENAL CO | $398.44万 | 0.03% | 85,869 | -735 | -0.8% | -$3.41万 | 减仓 |
| ADBE | ADOBE INC | $403.08万 | 0.03% | 16,582 | -1,750 | -9.5% | -$42.54万 | 减仓 |
| IEMG | ISHARES INC | $404.28万 | 0.03% | 57,961 | 9,764 | 20.3% | $68.10万 | 加仓 |
| VHT | VANGUARD WORLD FD | $405.73万 | 0.03% | 14,898 | -609 | -3.9% | -$16.59万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $406.32万 | 0.03% | 12,423 | 363 | 3.0% | $11.87万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $406.37万 | 0.03% | 15,023 | 5,185 | 52.7% | $140.25万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $407.06万 | 0.03% | 69,250 | 9,360 | 15.6% | $55.02万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $409.47万 | 0.03% | 9,825 | 530 | 5.7% | $22.09万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $411.84万 | 0.03% | 37,790 | 441 | 1.2% | $4.81万 | 加仓 |
| CSX | CSX CORP | $413.40万 | 0.03% | 100,707 | 7,125 | 7.6% | $29.25万 | 加仓 |
| EEM | ISHARES TR | $413.42万 | 0.03% | 72,798 | 3,092 | 4.4% | $17.56万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $416.34万 | 0.03% | 25,631 | -3,144 | -10.9% | -$51.07万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $418.11万 | 0.03% | 15,047 | -4,186 | -21.8% | -$116.32万 | 减仓 |
| EMXC | ISHARES INC | $423.43万 | 0.03% | 53,830 | 11,625 | 27.5% | $91.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $433.96万 | 0.03% | 69,489 | -647 | -0.9% | -$4.04万 | 减仓 |
| TMUS | T-MOBILE US INC | $435.69万 | 0.03% | 20,744 | 2,842 | 15.9% | $59.69万 | 加仓 |
| FIX | COMFORT SYS USA INC | $437.55万 | 0.03% | 3,173 | 623 | 24.4% | $85.91万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $437.57万 | 0.03% | 74,747 | -18,364 | -19.7% | -$107.50万 | 减仓 |
| IJT | ISHARES TR | $437.82万 | 0.03% | 30,254 | 6,815 | 29.1% | $98.62万 | 加仓 |
| IWR | ISHARES TR | $439.66万 | 0.03% | 45,218 | 938 | 2.1% | $9.12万 | 加仓 |
| PLD | PROLOGIS INC. | $440.16万 | 0.03% | 33,299 | 4,252 | 14.6% | $56.20万 | 加仓 |
| SHEL | SHELL PLC | $447.39万 | 0.03% | 48,106 | 981 | 2.1% | $9.12万 | 加仓 |
| NEM | NEWMONT CORP | $454.29万 | 0.03% | 41,967 | 3,600 | 9.4% | $38.97万 | 加仓 |
| AZO | AUTOZONE INC | $455.30万 | 0.03% | 1,347 | 1 | 0.1% | $3,380 | 加仓 |
| BDX | BECTON DICKINSON & CO | $455.78万 | 0.03% | 28,988 | -336 | -1.1% | -$5.28万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $455.83万 | 0.03% | 46,333 | 541 | 1.2% | $5.32万 | 加仓 |
| MMM | 3M CO | $455.86万 | 0.03% | 31,388 | -47 | -0.1% | -$6,826 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $459.38万 | 0.03% | 10,287 | 815 | 8.6% | $36.40万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $461.85万 | 0.03% | 7,845 | -32 | -0.4% | -$1.88万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $462.42万 | 0.03% | 31,540 | 1,846 | 6.2% | $27.06万 | 加仓 |
| SHV | ISHARES TR | $467.27万 | 0.03% | 42,329 | 348 | 0.8% | $3.84万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $470.29万 | 0.03% | 16,655 | 463 | 2.9% | $13.07万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $470.30万 | 0.03% | 13,625 | 1,064 | 8.5% | $36.73万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $480.56万 | 0.03% | 4,395 | -1,669 | -27.5% | -$182.49万 | 减仓 |
| URI | UNITED RENTALS INC | $482.31万 | 0.03% | 6,620 | 73 | 1.1% | $5.32万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $499.79万 | 0.03% | 42,129 | 3,132 | 8.0% | $37.16万 | 加仓 |
| SLV | ISHARES SILVER TR | $509.37万 | 0.03% | 74,754 | -2,026 | -2.6% | -$13.81万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $509.43万 | 0.03% | 38,902 | 4,827 | 14.2% | $63.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $510.21万 | 0.03% | 13,068 | 393 | 3.1% | $15.34万 | 加仓 |
| CI | THE CIGNA GROUP | $510.74万 | 0.03% | 19,146 | 3,880 | 25.4% | $103.50万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $518.26万 | 0.03% | 7,596 | 444 | 6.2% | $30.29万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $520.65万 | 0.03% | 42,405 | 7,454 | 21.3% | $91.52万 | 加仓 |
| NOW | SERVICENOW INC | $523.42万 | 0.03% | 50,064 | -8,806 | -15.0% | -$92.07万 | 减仓 |
| VLO | VALERO ENERGY CORP | $524.66万 | 0.03% | 21,234 | 1,503 | 7.6% | $37.14万 | 加仓 |
| CMI | CUMMINS INC | $525.14万 | 0.03% | 9,760 | 619 | 6.8% | $33.31万 | 加仓 |
| U | UNITY SOFTWARE INC | $543.66万 | 0.04% | 247,792 | -243 | -0.1% | -$5,331 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $545.26万 | 0.04% | 12,564 | 3,556 | 39.5% | $154.33万 | 加仓 |
| BA | BOEING CO | $549.29万 | 0.04% | 27,598 | 3,356 | 13.8% | $66.80万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $550.45万 | 0.04% | 226,802 | 1,852 | 0.8% | $4.49万 | 加仓 |
| BX | BLACKSTONE INC | $553.55万 | 0.04% | 48,138 | -3,855 | -7.4% | -$44.33万 | 减仓 |
| WMB | WILLIAMS COS INC | $562.04万 | 0.04% | 77,224 | 2,969 | 4.0% | $21.61万 | 加仓 |
| PCAR | PACCAR INC | $567.09万 | 0.04% | 49,098 | -3,710 | -7.0% | -$42.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $570.39万 | 0.04% | 115,533 | -2,701 | -2.3% | -$13.33万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $570.90万 | 0.04% | 22,500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $573.11万 | 0.04% | 151,455 | 4,899 | 3.3% | $18.54万 | 加仓 |
| QCOM | QUALCOMM INC | $575.57万 | 0.04% | 44,694 | -352 | -0.8% | -$4.53万 | 减仓 |
| MCO | MOODYS CORP | $576.08万 | 0.04% | 13,205 | -801 | -5.7% | -$34.94万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $576.53万 | 0.04% | 12,446 | -1,023 | -7.6% | -$47.39万 | 减仓 |
| HEI/A | HEICO CORP NEW | $579.91万 | 0.04% | 27,472 | -1,757 | -6.0% | -$37.09万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $583.37万 | 0.04% | 22,668 | -1,225 | -5.1% | -$31.53万 | 减仓 |
| CBRE | CBRE GROUP INC | $585.53万 | 0.04% | 43,225 | -1,434 | -3.2% | -$19.42万 | 减仓 |
| TGT | TARGET CORP | $587.75万 | 0.04% | 48,494 | 1,827 | 3.9% | $22.14万 | 加仓 |
| ADI | ANALOG DEVICES INC | $587.91万 | 0.04% | 18,479 | 2,474 | 15.5% | $78.71万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $589.30万 | 0.04% | 126,840 | 54,467 | 75.3% | $253.05万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $604.59万 | 0.04% | 64,331 | 4,737 | 7.9% | $44.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $605.81万 | 0.04% | 112,082 | 15,259 | 15.8% | $82.48万 | 加仓 |
| TFC | TRUIST FINL CORP | $606.32万 | 0.04% | 131,893 | 1,034 | 0.8% | $4.75万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $606.83万 | 0.04% | 20,728 | -4,569 | -18.1% | -$133.76万 | 减仓 |
| SYK | STRYKER CORPORATION | $609.24万 | 0.04% | 18,540 | 3,807 | 25.8% | $125.10万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $610.70万 | 0.04% | 20,937 | 1,801 | 9.4% | $52.53万 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $623.28万 | 0.04% | 118,788 | 112,407 | 1,761.6% | $589.80万 | 加仓 |
| BN | BROOKFIELD CORP | $630.75万 | 0.04% | 155,862 | 128 | 0.1% | $5,180 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $632.91万 | 0.04% | 1,503 | 57 | 3.9% | $24.00万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $637.40万 | 0.04% | 5,499 | -242 | -4.2% | -$28.05万 | 减仓 |
| PGR | PROGRESSIVE CORP | $639.44万 | 0.04% | 32,255 | 2,864 | 9.7% | $56.78万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $644.70万 | 0.04% | 24,768 | 813 | 3.4% | $21.16万 | 加仓 |
| MPC | MARATHON PETE CORP | $647.71万 | 0.04% | 26,525 | 702 | 2.7% | $17.14万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $649.52万 | 0.04% | 187,995 | -12,791 | -6.4% | -$44.19万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $651.84万 | 0.04% | 37,770 | -2,244 | -5.6% | -$38.73万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $656.01万 | 0.04% | 113,811 | -8,885 | -7.2% | -$51.21万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $658.11万 | 0.04% | 30,048 | 2,857 | 10.5% | $62.57万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $661.83万 | 0.04% | 35,914 | 6 | 0.0% | $1,106 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $667.11万 | 0.04% | 109,993 | 22,867 | 26.2% | $138.69万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $671.27万 | 0.04% | 148,313 | 3 | 0.0% | $136 | 加仓 |