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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $676.75万 | 0.04% | 79,403 | -3,524 | -4.2% | -$30.04万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $681.35万 | 0.04% | 51,979 | 1,741 | 3.5% | $22.82万 | 加仓 |
| IJK | ISHARES TR | $684.83万 | 0.04% | 68,061 | 1,751 | 2.6% | $17.62万 | 加仓 |
| ASML | ASML HLDG NV | $687.42万 | 0.04% | 5,204 | -1,162 | -18.3% | -$153.49万 | 减仓 |
| PSX | PHILLIPS 66 | $693.56万 | 0.04% | 38,070 | 3,604 | 10.5% | $65.66万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $694.77万 | 0.04% | 241,995 | 8,686 | 3.7% | $24.94万 | 加仓 |
| CRM | SALESFORCE INC | $697.39万 | 0.05% | 37,359 | -1,857 | -4.7% | -$34.67万 | 减仓 |
| SPGI | S&P GLOBAL INC | $701.60万 | 0.05% | 16,495 | -3,268 | -16.5% | -$139.00万 | 减仓 |
| VMC | VULCAN MATLS CO | $712.25万 | 0.05% | 26,156 | -2,232 | -7.9% | -$60.78万 | 减仓 |
| IWO | ISHARES TR | $717.25万 | 0.05% | 22,856 | -111 | -0.5% | -$3.48万 | 减仓 |
| KKR | KKR & CO INC | $720.20万 | 0.05% | 77,859 | -2,564 | -3.2% | -$23.72万 | 减仓 |
| OEF | ISHARES TR | $727.37万 | 0.05% | 22,868 | -196 | -0.8% | -$6.23万 | 减仓 |
| AFL | AFLAC INC | $735.90万 | 0.05% | 67,076 | 2,597 | 4.0% | $28.49万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $737.99万 | 0.05% | 100,901 | 19 | 0.0% | $1,390 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $740.14万 | 0.05% | 102,683 | 442 | 0.4% | $3.19万 | 加仓 |
| MCK | MCKESSON CORP | $742.10万 | 0.05% | 8,575 | 210 | 2.5% | $18.17万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $750.10万 | 0.05% | 26,135 | -1,088 | -4.0% | -$31.23万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $764.91万 | 0.05% | 82,863 | 88 | 0.1% | $8,123 | 加仓 |
| ALL | ALLSTATE CORP | $770.08万 | 0.05% | 37,140 | 21,778 | 141.8% | $451.56万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $775.92万 | 0.05% | 42,532 | 13,045 | 44.2% | $237.98万 | 加仓 |
| ECL | ECOLAB INC | $782.27万 | 0.05% | 29,406 | 2,995 | 11.3% | $79.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $791.14万 | 0.05% | 49,347 | 3,603 | 7.9% | $57.76万 | 加仓 |
| COP | CONOCOPHILLIPS | $791.20万 | 0.05% | 59,939 | 4,671 | 8.5% | $61.66万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $794.00万 | 0.05% | 56,970 | 5,516 | 10.7% | $76.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $799.49万 | 0.05% | 12,300 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $805.01万 | 0.05% | 121,990 | 3,532 | 3.0% | $23.31万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $814.16万 | 0.05% | 296,597 | 13,529 | 4.8% | $37.14万 | 加仓 |
| GPC | GENUINE PARTS CO | $838.04万 | 0.05% | 79,247 | 1,067 | 1.4% | $11.28万 | 加仓 |
| Z | ZILLOW GROUP INC | $839.19万 | 0.05% | 202,800 | 1,726 | 0.9% | $7.14万 | 加仓 |
| BLK | BLACKROCK INC | $839.26万 | 0.05% | 8,726 | 523 | 6.4% | $50.30万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $849.11万 | 0.05% | 50,237 | 16,135 | 47.3% | $272.71万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $852.69万 | 0.06% | 293,221 | 5,072 | 1.8% | $14.75万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $857.41万 | 0.06% | 9,577 | 779 | 8.9% | $69.74万 | 加仓 |
| DE | DEERE & CO | $858.09万 | 0.06% | 15,233 | 1,757 | 13.0% | $98.97万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $873.16万 | 0.06% | 28,888 | 588 | 2.1% | $17.77万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $876.33万 | 0.06% | 224,930 | 13,288 | 6.3% | $51.77万 | 加仓 |
| MKC | MCCORMICK & CO INC | $877.82万 | 0.06% | 174,033 | 55,242 | 46.5% | $278.64万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $878.41万 | 0.06% | 66,095 | -477 | -0.7% | -$6.34万 | 减仓 |
| MDT | MEDTRONIC PLC | $881.82万 | 0.06% | 101,768 | -5,857 | -5.4% | -$50.75万 | 减仓 |
| ESGD | ISHARES TR | $888.61万 | 0.06% | 92,931 | 3,067 | 3.4% | $29.33万 | 加仓 |
| IWN | ISHARES TR | $894.22万 | 0.06% | 47,166 | 126 | 0.3% | $2.39万 | 加仓 |
| DIS | DISNEY WALT CO | $911.83万 | 0.06% | 94,608 | 10,505 | 12.5% | $101.25万 | 加仓 |
| LRGF | ISHARES TR | $920.02万 | 0.06% | 139,397 | -942 | -0.7% | -$6.22万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $930.80万 | 0.06% | 32,042 | -952 | -2.9% | -$27.66万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $948.33万 | 0.06% | 46,674 | 907 | 2.0% | $18.43万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $949.50万 | 0.06% | 29,621 | -3,097 | -9.5% | -$99.27万 | 减仓 |
| APH | AMPHENOL CORP | $953.61万 | 0.06% | 75,473 | 9,402 | 14.2% | $118.80万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $965.77万 | 0.06% | 311,942 | -3,419 | -1.1% | -$10.59万 | 减仓 |
| PFE | PFIZER INC | $965.92万 | 0.06% | 343,989 | 15,142 | 4.6% | $42.52万 | 加仓 |
| IVE | ISHARES TR | $967.21万 | 0.06% | 45,806 | -3,649 | -7.4% | -$77.05万 | 减仓 |
| GLW | CORNING INC | $983.08万 | 0.06% | 72,301 | 2,291 | 3.3% | $31.15万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,004.62万 | 0.07% | 100,602 | -1,457 | -1.4% | -$14.55万 | 减仓 |
| LIN | LINDE PLC | $1,004.63万 | 0.07% | 20,264 | 2,703 | 15.4% | $134.01万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,024.80万 | 0.07% | 16,955 | 765 | 4.7% | $46.24万 | 加仓 |
| INTC | INTEL CORP | $1,037.35万 | 0.07% | 235,066 | 24,717 | 11.8% | $109.08万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,043.58万 | 0.07% | 45,414 | -292 | -0.6% | -$6.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,045.85万 | 0.07% | 208,337 | 19,392 | 10.3% | $97.35万 | 加仓 |
| ETN | EATON CORP PLC | $1,069.33万 | 0.07% | 29,897 | 2,024 | 7.3% | $72.39万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,074.65万 | 0.07% | 254,535 | -10,646 | -4.0% | -$44.95万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,084.79万 | 0.07% | 82,846 | -622 | -0.7% | -$8.14万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,085.87万 | 0.07% | 57,271 | 412 | 0.7% | $7.81万 | 加仓 |
| C | CITIGROUP INC | $1,124.77万 | 0.07% | 99,177 | 9,270 | 10.3% | $105.13万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,130.56万 | 0.07% | 54,330 | 113 | 0.2% | $2.35万 | 加仓 |
| FDX | FEDEX CORP | $1,138.46万 | 0.07% | 31,962 | -376 | -1.2% | -$13.39万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,149.13万 | 0.07% | 144,344 | 3,053 | 2.2% | $24.31万 | 加仓 |
| TJX | TJX COS INC NEW | $1,153.34万 | 0.07% | 72,218 | 6,320 | 9.6% | $100.93万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,177.67万 | 0.08% | 177,145 | 20,203 | 12.9% | $134.31万 | 加仓 |
| GE | GE AEROSPACE | $1,180.83万 | 0.08% | 41,612 | 5,543 | 15.4% | $157.29万 | 加仓 |
| ACWI | ISHARES TR | $1,185.97万 | 0.08% | 85,709 | -5,274 | -5.8% | -$72.98万 | 减仓 |
| IWM | ISHARES TR | $1,196.99万 | 0.08% | 48,265 | 4,735 | 10.9% | $117.43万 | 加仓 |
| AGG | ISHARES TR | $1,208.04万 | 0.08% | 121,691 | -9,506 | -7.2% | -$94.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,229.58万 | 0.08% | 22,395 | 522 | 2.4% | $28.66万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,231.15万 | 0.08% | 171,158 | -9,643 | -5.3% | -$69.36万 | 减仓 |
| CRH | CRH PLC | $1,232.91万 | 0.08% | 117,286 | 3,443 | 3.0% | $36.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,259.31万 | 0.08% | 36,844 | 2,821 | 8.3% | $96.42万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,264.83万 | 0.08% | 80,419 | -2,000 | -2.4% | -$31.46万 | 减仓 |
| KLAC | KLA CORP | $1,265.73万 | 0.08% | 8,596 | 664 | 8.4% | $97.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,269.41万 | 0.08% | 27,536 | -236 | -0.8% | -$10.88万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,281.08万 | 0.08% | 26,063 | -2,663 | -9.3% | -$130.90万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,300.66万 | 0.08% | 89,123 | -170 | -0.2% | -$2.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,302.56万 | 0.08% | 87,951 | -7,039 | -7.4% | -$104.25万 | 减仓 |
| IJH | ISHARES TR | $1,306.38万 | 0.08% | 193,452 | 14,082 | 7.9% | $95.10万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,314.63万 | 0.09% | 43,989 | -343 | -0.8% | -$10.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,332.08万 | 0.09% | 49,228 | 1,705 | 3.6% | $46.14万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,342.90万 | 0.09% | 189,380 | -521 | -0.3% | -$3.69万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,355.33万 | 0.09% | 40,117 | 9,093 | 29.3% | $307.20万 | 加仓 |
| LOW | LOWES COS INC | $1,360.43万 | 0.09% | 57,577 | 994 | 1.8% | $23.49万 | 加仓 |
| USB | US BANCORP | $1,369.83万 | 0.09% | 263,377 | 5,501 | 2.1% | $28.61万 | 加仓 |
| IGM | ISHARES TR | $1,373.88万 | 0.09% | 115,929 | -29,683 | -20.4% | -$351.78万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $1,375.85万 | 0.09% | 322,516 | -68,468 | -17.5% | -$292.08万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,381.17万 | 0.09% | 63,575 | -726 | -1.1% | -$15.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,381.31万 | 0.09% | 70,402 | 11,392 | 19.3% | $223.51万 | 加仓 |
| GEV | GE VERNOVA INC | $1,393.58万 | 0.09% | 15,964 | 1,746 | 12.3% | $152.42万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,402.87万 | 0.09% | 59,355 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,403.24万 | 0.09% | 101,448 | 10 | 0.0% | $1,383 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,413.28万 | 0.09% | 96,614 | 7,666 | 8.6% | $112.14万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,415.49万 | 0.09% | 97,653 | -21 | -0.0% | -$3,044 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,459.02万 | 0.09% | 71,721 | 6,828 | 10.5% | $138.90万 | 加仓 |
| ACWV | ISHARES INC | $1,466.77万 | 0.09% | 122,732 | -3,676 | -2.9% | -$43.93万 | 减仓 |
| UNP | UNION PAC CORP | $1,484.23万 | 0.10% | 61,174 | 1,837 | 3.1% | $44.57万 | 加仓 |