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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $433.71万 | 0.02% | 29,358 | -322 | -1.1% | -$4.76万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $435.84万 | 0.02% | 37,162 | -628 | -1.7% | -$7.37万 | 减仓 |
| ICSH | ISHARES TR | $436.89万 | 0.02% | 86,376 | 86,376 | — | $436.89万 | 新建仓 |
| SBUX | STARBUCKS CORP | $443.17万 | 0.02% | 43,367 | -635 | -1.4% | -$6.49万 | 减仓 |
| VHT | VANGUARD WORLD FD | $445.60万 | 0.02% | 14,902 | 4 | 0.0% | $1,196 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $446.62万 | 0.03% | 24,111 | -314 | -1.3% | -$5.82万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $454.24万 | 0.03% | 15,700 | -6,800 | -30.2% | -$196.74万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $454.78万 | 0.03% | 208,232 | 208,232 | — | $454.78万 | 新建仓 |
| PLD | PROLOGIS INC. | $456.20万 | 0.03% | 33,675 | 376 | 1.1% | $5.09万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $458.69万 | 0.03% | 12,377 | -46 | -0.4% | -$1.70万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $458.69万 | 0.03% | 13,699 | 1,674 | 13.9% | $56.05万 | 加仓 |
| FTNT | FORTINET INC | $466.20万 | 0.03% | 30,347 | 2,441 | 8.7% | $37.50万 | 加仓 |
| SMH | VANECK ETF TRUST | $468.65万 | 0.03% | 7,145 | 64 | 0.9% | $4.20万 | 加仓 |
| IJS | ISHARES TR | $471.95万 | 0.03% | 34,529 | 2,534 | 7.9% | $34.64万 | 加仓 |
| QUAL | ISHARES TR | $472.93万 | 0.03% | 21,552 | 3,702 | 20.7% | $81.24万 | 加仓 |
| SHV | ISHARES TR | $473.49万 | 0.03% | 42,908 | 579 | 1.4% | $6.39万 | 加仓 |
| IUSG | ISHARES TR | $474.00万 | 0.03% | 25,200 | 390 | 1.6% | $7.34万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $476.04万 | 0.03% | 31,456 | 2,468 | 8.5% | $37.35万 | 加仓 |
| EEM | ISHARES TR | $484.92万 | 0.03% | 70,884 | -1,914 | -2.6% | -$13.09万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $486.32万 | 0.03% | 29,175 | 3,544 | 13.8% | $59.07万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $487.69万 | 0.03% | 77,546 | 8,296 | 12.0% | $52.17万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $489.97万 | 0.03% | 22,994 | -7,054 | -23.5% | -$150.31万 | 减仓 |
| AZN | ASTRAZENECA PLC | $490.19万 | 0.03% | 25,953 | 25,953 | — | $490.19万 | 新建仓 |
| CSX | CSX CORP | $493.14万 | 0.03% | 103,752 | 3,045 | 3.0% | $14.47万 | 加仓 |
| CVS | CVS HEALTH CORP | $494.79万 | 0.03% | 47,828 | 3,148 | 7.0% | $32.57万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $495.14万 | 0.03% | 53,661 | -10,670 | -16.6% | -$98.45万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $495.80万 | 0.03% | 46,121 | -212 | -0.5% | -$2.28万 | 减仓 |
| D | DOMINION ENERGY INC | $504.78万 | 0.03% | 73,917 | 25,939 | 54.1% | $177.14万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $505.35万 | 0.03% | 12,168 | -396 | -3.2% | -$16.45万 | 减仓 |
| PCAR | PACCAR INC | $515.17万 | 0.03% | 42,888 | -6,210 | -12.6% | -$74.59万 | 减仓 |
| MMM | 3M CO | $517.20万 | 0.03% | 31,943 | 555 | 1.8% | $8.99万 | 加仓 |
| AZO | AUTOZONE INC | $517.39万 | 0.03% | 1,618 | 271 | 20.1% | $86.66万 | 加仓 |
| IWR | ISHARES TR | $520.51万 | 0.03% | 47,181 | 1,963 | 4.3% | $21.66万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $521.51万 | 0.03% | 32,869 | 1,329 | 4.2% | $21.09万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $530.04万 | 0.03% | 3,834 | -561 | -12.8% | -$77.56万 | 减仓 |
| CRM | SALESFORCE INC | $531.04万 | 0.03% | 33,897 | -3,462 | -9.3% | -$54.24万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $532.28万 | 0.03% | 14,182 | -865 | -5.7% | -$32.47万 | 减仓 |
| IQLT | ISHARES TR | $537.21万 | 0.03% | 108,416 | 82,171 | 313.1% | $407.16万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $539.12万 | 0.03% | 10,976 | 1,151 | 11.7% | $56.53万 | 加仓 |
| IJT | ISHARES TR | $543.63万 | 0.03% | 30,438 | 184 | 0.6% | $3.29万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $545.14万 | 0.03% | 225,822 | -980 | -0.4% | -$2.37万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $546.41万 | 0.03% | 121,129 | 3,722 | 3.2% | $16.79万 | 加仓 |
| CBRE | CBRE GROUP INC | $549.06万 | 0.03% | 40,765 | -2,460 | -5.7% | -$33.13万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $549.66万 | 0.03% | 11,065 | 778 | 7.6% | $38.65万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $550.87万 | 0.03% | 104,410 | 97,384 | 1,386.1% | $513.80万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $552.47万 | 0.03% | 225,040 | -16,955 | -7.0% | -$41.62万 | 减仓 |
| EMXC | ISHARES INC | $556.28万 | 0.03% | 54,377 | 547 | 1.0% | $5.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $560.96万 | 0.03% | 17,817 | -723 | -3.9% | -$22.76万 | 减仓 |
| CI | THE CIGNA GROUP | $568.71万 | 0.03% | 20,629 | 1,483 | 7.7% | $40.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $570.01万 | 0.03% | 81,546 | 12,057 | 17.4% | $84.28万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $597.03万 | 0.03% | 111,366 | -4,167 | -3.6% | -$22.34万 | 减仓 |
| BX | BLACKSTONE INC | $598.77万 | 0.03% | 50,885 | 2,747 | 5.7% | $32.32万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $602.10万 | 0.03% | 33,780 | -3,795 | -10.1% | -$67.64万 | 减仓 |
| VLO | VALERO ENERGY CORP | $602.84万 | 0.03% | 23,147 | 1,913 | 9.0% | $49.82万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $602.86万 | 0.03% | 44,065 | -7,914 | -15.2% | -$108.27万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $603.67万 | 0.03% | 164,218 | 12,763 | 8.4% | $46.92万 | 加仓 |
| WMB | WILLIAMS COS INC | $605.40万 | 0.03% | 81,436 | 4,212 | 5.5% | $31.31万 | 加仓 |
| MCO | MOODYS CORP | $613.04万 | 0.03% | 13,535 | 330 | 2.5% | $14.95万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $616.09万 | 0.03% | 106,923 | -3,070 | -2.8% | -$17.69万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $620.66万 | 0.03% | 42,478 | 3,576 | 9.2% | $52.25万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $623.84万 | 0.03% | 43,139 | 1,010 | 2.4% | $14.61万 | 加仓 |
| GPC | GENUINE PARTS CO | $624.53万 | 0.04% | 52,935 | -26,312 | -33.2% | -$310.43万 | 减仓 |
| MCK | MCKESSON CORP | $640.30万 | 0.04% | 8,474 | -101 | -1.2% | -$7.63万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $641.47万 | 0.04% | 39,217 | 1,447 | 3.8% | $23.67万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $646.01万 | 0.04% | 51,132 | -5,838 | -10.2% | -$73.76万 | 减仓 |
| TGT | TARGET CORP | $649.50万 | 0.04% | 49,728 | 1,234 | 2.5% | $16.12万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $652.13万 | 0.04% | 12,483 | 37 | 0.3% | $1.93万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $658.64万 | 0.04% | 113,872 | 61 | 0.1% | $3,528 | 加仓 |
| BA | BOEING CO | $659.64万 | 0.04% | 30,472 | 2,874 | 10.4% | $62.21万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $660.25万 | 0.04% | 4,956 | -543 | -9.9% | -$72.34万 | 减仓 |
| SPGI | S&P GLOBAL INC | $662.79万 | 0.04% | 16,274 | -221 | -1.3% | -$9.00万 | 减仓 |
| COP | CONOCOPHILLIPS | $664.57万 | 0.04% | 63,925 | 3,986 | 6.7% | $41.44万 | 加仓 |
| BN | BROOKFIELD CORP | $666.88万 | 0.04% | 156,576 | 714 | 0.5% | $3.04万 | 加仓 |
| FIX | COMFORT SYS USA INC | $669.70万 | 0.04% | 3,379 | 206 | 6.5% | $40.83万 | 加仓 |
| HEI/A | HEICO CORP NEW | $677.21万 | 0.04% | 26,257 | -1,215 | -4.4% | -$31.34万 | 减仓 |
| TFC | TRUIST FINL CORP | $678.80万 | 0.04% | 136,250 | 4,357 | 3.3% | $21.71万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $680.38万 | 0.04% | 25,155 | 387 | 1.6% | $10.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $690.35万 | 0.04% | 27,001 | 476 | 1.8% | $12.17万 | 加仓 |
| PSX | PHILLIPS 66 | $693.41万 | 0.04% | 41,017 | 2,947 | 7.7% | $49.82万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $694.67万 | 0.04% | 22,679 | 11 | 0.0% | $3,369 | 加仓 |
| ANET | ARISTA NETWORKS INC | $702.36万 | 0.04% | 41,344 | -1,061 | -2.5% | -$18.02万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $717.59万 | 0.04% | 176,573 | -11,422 | -6.1% | -$46.42万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $718.37万 | 0.04% | 127,438 | 598 | 0.5% | $3.37万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $721.16万 | 0.04% | 20,600 | 3,945 | 23.7% | $138.10万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $721.62万 | 0.04% | 16,725 | 4,391 | 35.6% | $189.46万 | 加仓 |
| KKR | KKR & CO INC | $724.91万 | 0.04% | 78,983 | 1,124 | 1.4% | $10.32万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $725.03万 | 0.04% | 121,465 | 9,383 | 8.4% | $56.01万 | 加仓 |
| IWO | ISHARES TR | $728.74万 | 0.04% | 18,497 | -4,359 | -19.1% | -$171.74万 | 减仓 |
| CMI | CUMMINS INC | $732.25万 | 0.04% | 10,266 | 506 | 5.2% | $36.09万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $732.67万 | 0.04% | 24,595 | 3,624 | 17.3% | $107.96万 | 加仓 |
| VMC | VULCAN MATLS CO | $737.84万 | 0.04% | 25,010 | -1,146 | -4.4% | -$33.81万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $749.43万 | 0.04% | 81,380 | -1,483 | -1.8% | -$13.66万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $755.96万 | 0.04% | 100,929 | 28 | 0.0% | $2,097 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $756.77万 | 0.04% | 7,842 | 830 | 11.8% | $80.10万 | 加仓 |
| PGR | PROGRESSIVE CORP | $757.29万 | 0.04% | 34,666 | 2,411 | 7.5% | $52.67万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $759.90万 | 0.04% | 23,018 | 2,081 | 9.9% | $68.70万 | 加仓 |
| URI | UNITED RENTALS INC | $769.37万 | 0.04% | 6,791 | 171 | 2.6% | $19.37万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $772.19万 | 0.04% | 84,226 | 4,823 | 6.1% | $44.22万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $773.94万 | 0.04% | 39,166 | 3,252 | 9.1% | $64.26万 | 加仓 |
| MDT | MEDTRONIC PLC | $774.07万 | 0.04% | 98,948 | -2,820 | -2.8% | -$22.06万 | 减仓 |