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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $186.95万 | 0.01% | 19,012 | 2,031 | 12.0% | $19.97万 | 加仓 |
| TPR | TAPESTRY INC | $187.01万 | 0.01% | 12,775 | -18 | -0.1% | -$2,635 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $187.06万 | 0.01% | 21,132 | 2 | 0.0% | $177 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $187.22万 | 0.01% | 12,002 | 1,477 | 14.0% | $23.04万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $187.74万 | 0.01% | 101,316 | -50,873 | -33.4% | -$94.27万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $188.15万 | 0.01% | 64,945 | 64,945 | — | $188.15万 | 新建仓 |
| AMZN | AMAZON COM INC 看跌期权 | $188.30万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $189.06万 | 0.01% | 10,277 | -1,954 | -16.0% | -$35.95万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $190.13万 | 0.01% | 6,765 | 303 | 4.7% | $8.52万 | 加仓 |
| CNA | CNA FINL CORP | $192.04万 | 0.01% | 39,507 | 17,717 | 81.3% | $86.12万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $192.65万 | 0.01% | 24,377 | -1,385 | -5.4% | -$10.95万 | 减仓 |
| ADBE | ADOBE INC | $192.99万 | 0.01% | 9,413 | -7,169 | -43.2% | -$146.98万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $194.00万 | 0.01% | 23,903 | 3,722 | 18.4% | $30.21万 | 加仓 |
| VIS | VANGUARD WORLD FD | $194.26万 | 0.01% | 5,390 | -3 | -0.1% | -$1,081 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $194.26万 | 0.01% | 19,445 | 1,400 | 7.8% | $13.99万 | 加仓 |
| MTUM | ISHARES TR | $194.87万 | 0.01% | 5,684 | -220 | -3.7% | -$7.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $196.44万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $196.76万 | 0.01% | 15,577 | 171 | 1.1% | $2.16万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $197.20万 | 0.01% | 40,600 | 5,315 | 15.1% | $25.82万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $198.65万 | 0.01% | 16,144 | -2,297 | -12.5% | -$28.26万 | 减仓 |
| XEL | XCEL ENERGY INC | $198.94万 | 0.01% | 24,774 | -935 | -3.6% | -$7.51万 | 减仓 |
| NKE | NIKE INC | $200.39万 | 0.01% | 48,814 | -5,892 | -10.8% | -$24.19万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $200.68万 | 0.01% | 47,555 | 22,309 | 88.4% | $94.14万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $201.48万 | 0.01% | 18,354 | 3,131 | 20.6% | $34.37万 | 加仓 |
| CTVA | CORTEVA INC | $201.75万 | 0.01% | 23,822 | 128 | 0.5% | $1.08万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $201.84万 | 0.01% | 7,308 | 224 | 3.2% | $6.19万 | 加仓 |
| PCG | PG&E CORP | $201.95万 | 0.01% | 120,064 | 17,805 | 17.4% | $29.95万 | 加仓 |
| CSGP | COSTAR GROUP INC | $202.08万 | 0.01% | 71,357 | 4,900 | 7.4% | $13.88万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $202.20万 | 0.01% | 3,278 | 1,326 | 67.9% | $81.79万 | 加仓 |
| GRMN | GARMIN LTD | $203.10万 | 0.01% | 8,550 | 873 | 11.4% | $20.74万 | 加仓 |
| VLTO | VERALTO CORP | $203.12万 | 0.01% | 22,905 | -8,060 | -26.0% | -$71.48万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $203.41万 | 0.01% | 21,162 | -103 | -0.5% | -$9,900 | 减仓 |
| EXC | EXELON CORP | $203.87万 | 0.01% | 43,730 | 1,864 | 4.5% | $8.69万 | 加仓 |
| CME | CME GROUP INC | $204.29万 | 0.01% | 9,250 | -1,329 | -12.6% | -$29.35万 | 减仓 |
| TTE | TOTALENERGIES SE | $204.72万 | 0.01% | 26,326 | 244 | 0.9% | $1.90万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $206.61万 | 0.01% | 4,721 | 252 | 5.6% | $11.03万 | 加仓 |
| MGMT | UNIFIED SER TR | $207.64万 | 0.01% | 40,745 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $208.31万 | 0.01% | 7,361 | -127 | -1.7% | -$3.59万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $209.02万 | 0.01% | 4,222 | 450 | 11.9% | $22.28万 | 加仓 |
| SRE | SEMPRA | $209.29万 | 0.01% | 22,574 | 1,658 | 7.9% | $15.37万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $209.49万 | 0.01% | 18,974 | 219 | 1.2% | $2.42万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $210.13万 | 0.01% | 50,855 | 20,958 | 70.1% | $86.60万 | 加仓 |
| FRPH | FRP HLDGS INC | $211.79万 | 0.01% | 84,751 | 633 | 0.8% | $1.58万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $215.17万 | 0.01% | 56,983 | 2,186 | 4.0% | $8.25万 | 加仓 |
| SHY | ISHARES TR | $215.97万 | 0.01% | 26,303 | 1,222 | 4.9% | $10.03万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $216.84万 | 0.01% | 2,527 | 364 | 16.8% | $31.23万 | 加仓 |
| VDE | VANGUARD WORLD FD | $217.62万 | 0.01% | 14,495 | 972 | 7.2% | $14.59万 | 加仓 |
| WAB | WABTEC | $218.55万 | 0.01% | 8,106 | -162 | -2.0% | -$4.37万 | 减仓 |
| HUM | HUMANA INC | $218.59万 | 0.01% | 5,503 | 986 | 21.8% | $39.17万 | 加仓 |
| AYI | ACUITY INC | $218.65万 | 0.01% | 5,805 | 1,160 | 25.0% | $43.69万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $219.03万 | 0.01% | 7,775 | -14 | -0.2% | -$3,944 | 减仓 |
| IDXX | IDEXX LABS INC | $219.39万 | 0.01% | 4,167 | -110 | -2.6% | -$5.79万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $221.70万 | 0.01% | 7,659 | 847 | 12.4% | $24.52万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $222.09万 | 0.01% | 125,261 | 23,537 | 23.1% | $41.73万 | 加仓 |
| NET | CLOUDFLARE INC | $226.64万 | 0.01% | 9,240 | 2,657 | 40.4% | $65.17万 | 加仓 |
| AME | AMETEK INC | $227.35万 | 0.01% | 9,397 | 450 | 5.0% | $10.89万 | 加仓 |
| VCR | VANGUARD WORLD FD | $227.36万 | 0.01% | 5,732 | 1 | 0.0% | $397 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $227.47万 | 0.01% | 12,873 | 3,389 | 35.7% | $59.89万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $228.22万 | 0.01% | 9,269 | 17 | 0.2% | $4,186 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $228.62万 | 0.01% | 37,198 | 12,628 | 51.4% | $77.61万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $228.73万 | 0.01% | 33,981 | -715 | -2.1% | -$4.81万 | 减仓 |
| BOXX | EA SERIES TRUST | $229.51万 | 0.01% | 19,601 | -5,687 | -22.5% | -$66.59万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $230.88万 | 0.01% | 28,846 | 359 | 1.3% | $2.87万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $231.12万 | 0.01% | 20,890 | 2,172 | 11.6% | $24.03万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $231.23万 | 0.01% | 179,528 | 30,187 | 20.2% | $38.88万 | 加仓 |
| YUM | YUM BRANDS INC | $232.28万 | 0.01% | 14,530 | -321 | -2.2% | -$5.13万 | 减仓 |
| STT | STATE STR CORP | $232.98万 | 0.01% | 13,737 | 540 | 4.1% | $9.16万 | 加仓 |
| GWW | WW GRAINGER INC | $233.61万 | 0.01% | 1,717 | 47 | 2.8% | $6.39万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $235.47万 | 0.01% | 43,580 | 7,586 | 21.1% | $40.99万 | 加仓 |
| SNOW | SNOWFLAKE INC | $236.13万 | 0.01% | 9,278 | 371 | 4.2% | $9.44万 | 加仓 |
| SLB | SLB LIMITED | $236.35万 | 0.01% | 50,839 | 9,420 | 22.7% | $43.79万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $237.78万 | 0.01% | 13,240 | 454 | 3.6% | $8.15万 | 加仓 |
| MFC | MANULIFE FINL CORP | $238.22万 | 0.01% | 58,805 | 602 | 1.0% | $2.44万 | 加仓 |
| CIEN | CIENA CORP | $239.83万 | 0.01% | 4,889 | 246 | 5.3% | $12.07万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $241.69万 | 0.01% | 31,634 | -54 | -0.2% | -$4,126 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $243.51万 | 0.01% | 9,741 | 1,457 | 17.6% | $36.42万 | 加仓 |
| UL | UNILEVER PLC | $245.12万 | 0.01% | 40,771 | -8,546 | -17.3% | -$51.38万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $245.47万 | 0.01% | 22,913 | 488 | 2.2% | $5.23万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $245.88万 | 0.01% | 48,611 | 13,980 | 40.4% | $70.71万 | 加仓 |
| EFV | ISHARES TR | $247.92万 | 0.01% | 32,386 | 14,011 | 76.3% | $107.25万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $248.45万 | 0.01% | 58,212 | 1,525 | 2.7% | $6.51万 | 加仓 |
| WDAY | WORKDAY INC | $248.86万 | 0.01% | 20,328 | 13,094 | 181.0% | $160.30万 | 加仓 |
| M | MACYS INC | $250.81万 | 0.01% | 106,499 | 756 | 0.7% | $1.78万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $250.81万 | 0.01% | 30,404 | -46 | -0.2% | -$3,795 | 减仓 |
| HCA | HCA HEALTHCARE INC | $251.33万 | 0.01% | 6,446 | -1,282 | -16.6% | -$49.99万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $251.49万 | 0.01% | 34,291 | 6,364 | 22.8% | $46.67万 | 加仓 |
| ES | EVERSOURCE ENERGY | $253.70万 | 0.01% | 35,105 | 11,330 | 47.7% | $81.88万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $254.37万 | 0.01% | 30,777 | 21,801 | 242.9% | $180.19万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $254.69万 | 0.01% | 28,155 | -748 | -2.6% | -$6.77万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $256.95万 | 0.01% | 12,123 | 89 | 0.7% | $1.89万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $257.06万 | 0.01% | 36,686 | -1,261 | -3.3% | -$8.84万 | 减仓 |
| JBL | JABIL INC | $257.20万 | 0.01% | 6,672 | 663 | 11.0% | $25.56万 | 加仓 |
| NVT | NVENT ELEC PLC | $257.59万 | 0.01% | 15,187 | 2,336 | 18.2% | $39.62万 | 加仓 |
| CMS | CMS ENERGY CORP | $258.43万 | 0.01% | 33,781 | 1,465 | 4.5% | $11.21万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $259.12万 | 0.01% | 25,840 | 2,759 | 12.0% | $27.67万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $262.49万 | 0.01% | 35,218 | 3,681 | 11.7% | $27.44万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $262.64万 | 0.01% | 32,728 | -1,348 | -4.0% | -$10.82万 | 减仓 |
| ESGE | ISHARES INC | $263.88万 | 0.01% | 48,249 | 3,250 | 7.2% | $17.77万 | 加仓 |
| ROOT | ROOT INC | $265.04万 | 0.01% | 47,396 | 148 | 0.3% | $8,276 | 加仓 |
| PKG | PACKAGING CORP AMER | $265.76万 | 0.01% | 11,153 | 309 | 2.8% | $7.36万 | 加仓 |