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 |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | $265.93万 | 0.01% | 32,187 | 23,193 | 257.9% | $191.62万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $266.90万 | 0.01% | 48,089 | 92 | 0.2% | $5,106 | 加仓 |
| GPN | GLOBAL PMTS INC | $268.68万 | 0.02% | 37,028 | 2,631 | 7.6% | $19.09万 | 加仓 |
| USMV | ISHARES TR | $269.05万 | 0.02% | 27,892 | 7,025 | 33.7% | $67.76万 | 加仓 |
| GARP | ISHARES TR | $269.30万 | 0.02% | 32,623 | 32,623 | — | $269.30万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $270.95万 | 0.02% | 29,709 | 508 | 1.7% | $4.63万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $271.05万 | 0.02% | 16,262 | -1,880 | -10.4% | -$31.34万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $273.58万 | 0.02% | 12,630 | -1,822 | -12.6% | -$39.47万 | 减仓 |
| DSI | ISHARES TR | $273.76万 | 0.02% | 19,226 | -104 | -0.5% | -$1.48万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $274.37万 | 0.02% | 103,226 | 28,775 | 38.6% | $76.48万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $276.74万 | 0.02% | 11,649 | -711 | -5.8% | -$16.89万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $277.32万 | 0.02% | 20,878 | 5,874 | 39.1% | $78.02万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $277.84万 | 0.02% | 143,437 | -748,966 | -83.9% | -$1,450.75万 | 减仓 |
| ZTS | ZOETIS INC | $278.97万 | 0.02% | 38,820 | 25,433 | 190.0% | $182.77万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $279.11万 | 0.02% | 12,157 | 2,465 | 25.4% | $56.59万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $279.93万 | 0.02% | 10,411 | -710 | -6.4% | -$19.09万 | 减仓 |
| MSCI | MSCI INC | $280.60万 | 0.02% | 5,010 | -252 | -4.8% | -$14.11万 | 减仓 |
| AIQ | GLOBAL X FDS | $280.70万 | 0.02% | 42,783 | 986 | 2.4% | $6.47万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $281.43万 | 0.02% | 20,255 | 5,469 | 37.0% | $75.99万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $291.76万 | 0.02% | 18,909 | 11,627 | 159.7% | $179.40万 | 加仓 |
| CNC | CENTENE CORP DEL | $293.82万 | 0.02% | 45,774 | 1,747 | 4.0% | $11.21万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $296.55万 | 0.02% | 6,464 | -955 | -12.9% | -$43.81万 | 减仓 |
| DOV | DOVER CORP | $297.62万 | 0.02% | 13,270 | 2,048 | 18.2% | $45.93万 | 加仓 |
| MKL | MARKEL GROUP INC | $298.66万 | 0.02% | 1,529 | -61 | -3.8% | -$11.92万 | 减仓 |
| EBAY | EBAY INC. | $299.16万 | 0.02% | 26,770 | 4,328 | 19.3% | $48.37万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $299.16万 | 0.02% | 51,402 | -23,345 | -31.2% | -$135.87万 | 减仓 |
| TRGP | TARGA RES CORP | $300.26万 | 0.02% | 11,197 | 82 | 0.7% | $2.20万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $303.17万 | 0.02% | 75,547 | 75,547 | — | $303.17万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $304.64万 | 0.02% | 12,265 | 565 | 4.8% | $14.03万 | 加仓 |
| SYY | SYSCO CORP | $304.99万 | 0.02% | 36,491 | 5,706 | 18.5% | $47.69万 | 加仓 |
| NVS | NOVARTIS AG | $306.37万 | 0.02% | 19,549 | 1,237 | 6.8% | $19.39万 | 加仓 |
| OKE | ONEOK INC NEW | $306.58万 | 0.02% | 35,263 | 4,327 | 14.0% | $37.62万 | 加仓 |
| AON | AON PLC | $307.80万 | 0.02% | 9,279 | 1,770 | 23.6% | $58.71万 | 加仓 |
| TRMK | TRUSTMARK CORP | $309.79万 | 0.02% | 67,330 | 1,013 | 1.5% | $4.66万 | 加仓 |
| SUSA | ISHARES TR | $309.86万 | 0.02% | 20,081 | -145 | -0.7% | -$2.24万 | 减仓 |
| SUSL | ISHARES TR | $311.24万 | 0.02% | 23,443 | 4,386 | 23.0% | $58.23万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $312.41万 | 0.02% | 58,735 | 921 | 1.6% | $4.90万 | 加仓 |
| STIP | ISHARES TR | $314.91万 | 0.02% | 30,824 | 30,824 | — | $314.91万 | 新建仓 |
| DHI | D R HORTON INC | $316.18万 | 0.02% | 19,411 | 148 | 0.8% | $2.41万 | 加仓 |
| ABNB | AIRBNB INC | $316.53万 | 0.02% | 22,119 | 3,412 | 18.2% | $48.83万 | 加仓 |
| ETR | ENTERGY CORP NEW | $317.20万 | 0.02% | 27,615 | 1,491 | 5.7% | $17.13万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $322.06万 | 0.02% | 96,744 | -1,137 | -1.2% | -$3.79万 | 减仓 |
| EME | EMCOR GROUP INC | $326.09万 | 0.02% | 3,929 | 116 | 3.0% | $9.63万 | 加仓 |
| Z | ZILLOW GROUP INC | $326.90万 | 0.02% | 103,713 | -99,087 | -48.9% | -$312.32万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $330.56万 | 0.02% | 31,094 | 25 | 0.1% | $2,658 | 加仓 |
| EFX | EQUIFAX INC | $331.53万 | 0.02% | 20,888 | -434 | -2.0% | -$6.89万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $337.27万 | 0.02% | 85,449 | -11,021 | -11.4% | -$43.50万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC 看跌期权 | $341.07万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $341.23万 | 0.02% | 17,100 | -1,300 | -7.1% | -$25.94万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $342.46万 | 0.02% | 107,117 | -3,627 | -3.3% | -$11.60万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $345.26万 | 0.02% | 17,124 | 1,511 | 9.7% | $30.46万 | 加仓 |
| TMUS | T-MOBILE US INC | $347.20万 | 0.02% | 20,700 | -44 | -0.2% | -$7,380 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $347.56万 | 0.02% | 10,945 | 34 | 0.3% | $1.08万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $347.95万 | 0.02% | 47,436 | 4,437 | 10.3% | $32.55万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $349.95万 | 0.02% | 72,724 | 56,236 | 341.1% | $270.61万 | 加仓 |
| ROST | ROSS STORES INC | $353.10万 | 0.02% | 16,589 | 1,992 | 13.6% | $42.40万 | 加仓 |
| NUE | NUCOR CORP | $353.35万 | 0.02% | 15,863 | 1,173 | 8.0% | $26.13万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $355.77万 | 0.02% | 72,193 | 30,003 | 71.1% | $147.86万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $356.81万 | 0.02% | 155,441 | 18 | 0.0% | $413 | 加仓 |
| MET | METLIFE INC | $357.16万 | 0.02% | 42,212 | 1,695 | 4.2% | $14.34万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $358.94万 | 0.02% | 103,114 | 8,441 | 8.9% | $29.38万 | 加仓 |
| EQIX | EQUINIX INC | $362.10万 | 0.02% | 3,473 | 585 | 20.3% | $60.99万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $363.47万 | 0.02% | 38,924 | 2,854 | 7.9% | $26.65万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $364.54万 | 0.02% | 335,367 | 17,832 | 5.6% | $19.38万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $366.31万 | 0.02% | 47,016 | 3,686 | 8.5% | $28.72万 | 加仓 |
| TER | TERADYNE INC | $368.56万 | 0.02% | 7,617 | 776 | 11.3% | $37.55万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $372.28万 | 0.02% | 70,096 | 28,637 | 69.1% | $152.09万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $372.45万 | 0.02% | 123,329 | 8,477 | 7.4% | $25.60万 | 加仓 |
| SNPS | SYNOPSYS INC | $372.51万 | 0.02% | 8,351 | 1,081 | 14.9% | $48.22万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $372.59万 | 0.02% | 32,206 | -167 | -0.5% | -$1.93万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $374.44万 | 0.02% | 11,330 | -707 | -5.9% | -$23.37万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $374.61万 | 0.02% | 5,326 | 78 | 1.5% | $5.49万 | 加仓 |
| BAFE | ADVISORS INNER CIRCLE FD III | $374.84万 | 0.02% | 128,547 | -3,141 | -2.4% | -$9.16万 | 减仓 |
| NEM | NEWMONT CORP | $378.67万 | 0.02% | 40,542 | -1,425 | -3.4% | -$13.31万 | 减仓 |
| APP | APPLOVIN CORP | $378.98万 | 0.02% | 7,355 | 150 | 2.1% | $7.73万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $379.10万 | 0.02% | 280,189 | 44,848 | 19.1% | $60.68万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $380.26万 | 0.02% | 35,231 | 5,218 | 17.4% | $56.32万 | 加仓 |
| NOW | SERVICENOW INC | $381.49万 | 0.02% | 38,426 | -11,638 | -23.2% | -$115.54万 | 减仓 |
| FAST | FASTENAL CO | $381.81万 | 0.02% | 79,493 | -6,376 | -7.4% | -$30.62万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $382.33万 | 0.02% | 6,629 | -1,216 | -15.5% | -$70.13万 | 减仓 |
| SHEL | SHELL PLC | $385.76万 | 0.02% | 49,749 | 1,643 | 3.4% | $12.74万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $385.82万 | 0.02% | 7,575 | -21 | -0.3% | -$1.07万 | 减仓 |
| EOG | EOG RES INC | $387.41万 | 0.02% | 29,863 | 12,538 | 72.4% | $162.66万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $392.26万 | 0.02% | 40,678 | -2,210 | -5.2% | -$21.31万 | 减仓 |
| CRWV | COREWEAVE INC | $394.17万 | 0.02% | 39,599 | 39,599 | — | $394.17万 | 新建仓 |
| GIS | GENERAL MILLS INC | $400.88万 | 0.02% | 115,194 | 67,049 | 139.3% | $233.33万 | 加仓 |
| ESGU | ISHARES TR | $401.56万 | 0.02% | 24,534 | 955 | 4.1% | $15.63万 | 加仓 |
| SLV | ISHARES SILVER TR | $404.19万 | 0.02% | 75,591 | 837 | 1.1% | $4.48万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $410.62万 | 0.02% | 76,013 | 55,042 | 262.5% | $297.34万 | 加仓 |
| ET | ENERGY TRANSFER L P | $412.05万 | 0.02% | 215,505 | 25,232 | 13.3% | $48.24万 | 加仓 |
| GM | GENERAL MTRS CO | $417.28万 | 0.02% | 54,135 | 2,874 | 5.6% | $22.15万 | 加仓 |
| WELL | WELLTOWER INC | $418.63万 | 0.02% | 18,444 | 584 | 3.3% | $13.26万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $419.00万 | 0.02% | 45,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $421.08万 | 0.02% | 67,959 | 40,546 | 147.9% | $251.23万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $421.32万 | 0.02% | 103,823 | 103,823 | — | $421.32万 | 新建仓 |
| IYW | ISHARES TR | $423.11万 | 0.02% | 16,774 | -327 | -1.9% | -$8.25万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $428.02万 | 0.02% | 14,729 | 1,104 | 8.1% | $32.08万 | 加仓 |
| EMR | EMERSON ELEC CO | $429.48万 | 0.02% | 30,002 | 130 | 0.4% | $1.86万 | 加仓 |
| DDOG | DATADOG INC | $430.61万 | 0.02% | 16,539 | 8,068 | 95.2% | $210.06万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $432.25万 | 0.02% | 107,499 | -1,515 | -1.4% | -$6.09万 | 减仓 |