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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $774.99万 | 0.04% | 24,634 | -1,501 | -5.7% | -$47.22万 | 减仓 |
| U | UNITY SOFTWARE INC | $784.68万 | 0.04% | 274,554 | 26,762 | 10.8% | $76.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $786.32万 | 0.04% | 19,798 | 1,319 | 7.1% | $52.39万 | 加仓 |
| IJK | ISHARES TR | $799.72万 | 0.04% | 68,061 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $822.33万 | 0.05% | 100,309 | -2,374 | -2.3% | -$19.46万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $830.29万 | 0.05% | 16,297 | -658 | -3.9% | -$33.52万 | 减仓 |
| OEF | ISHARES TR | $833.60万 | 0.05% | 22,784 | -84 | -0.4% | -$3.07万 | 减仓 |
| ECL | ECOLAB INC | $835.33万 | 0.05% | 29,982 | 576 | 2.0% | $16.05万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $837.12万 | 0.05% | 313,861 | 17,264 | 5.8% | $46.05万 | 加仓 |
| AFL | AFLAC INC | $842.00万 | 0.05% | 71,812 | 4,736 | 7.1% | $55.53万 | 加仓 |
| PFE | PFIZER INC | $843.65万 | 0.05% | 350,351 | 6,362 | 1.8% | $15.32万 | 加仓 |
| BLK | BLACKROCK INC | $848.72万 | 0.05% | 8,826 | 100 | 1.1% | $9.62万 | 加仓 |
| QCOM | QUALCOMM INC | $864.69万 | 0.05% | 46,793 | 2,099 | 4.7% | $38.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $883.36万 | 0.05% | 208,634 | 297 | 0.1% | $1.26万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $893.53万 | 0.05% | 25,950 | -3,671 | -12.4% | -$126.40万 | 减仓 |
| IVE | ISHARES TR | $893.98万 | 0.05% | 39,372 | -6,434 | -14.0% | -$146.09万 | 减仓 |
| MO | ALTRIA GROUP INC | $896.26万 | 0.05% | 124,567 | 2,577 | 2.1% | $18.54万 | 加仓 |
| DE | DEERE & CO | $902.95万 | 0.05% | 14,234 | -999 | -6.6% | -$63.37万 | 减仓 |
| FDX | FEDEX CORP | $904.72万 | 0.05% | 28,892 | -3,070 | -9.6% | -$96.13万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $918.41万 | 0.05% | 31,325 | -717 | -2.2% | -$21.02万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $919.87万 | 0.05% | 45,851 | 3,319 | 7.8% | $66.59万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $923.00万 | 0.05% | 23,866 | 3,138 | 15.1% | $121.36万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $930.91万 | 0.05% | 90,335 | -10,267 | -10.2% | -$105.80万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $932.32万 | 0.05% | 226,016 | 1,086 | 0.5% | $4.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $935.30万 | 0.05% | 23,518 | -4,018 | -14.6% | -$159.79万 | 减仓 |
| DHR | DANAHER CORP DEL | $948.07万 | 0.05% | 49,772 | -7,499 | -13.1% | -$142.84万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $955.91万 | 0.05% | 148,202 | -111 | -0.1% | -$7,160 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $975.07万 | 0.05% | 79,203 | -1,216 | -1.5% | -$14.97万 | 减仓 |
| SNDK | SANDISK CORP | $979.52万 | 0.05% | 4,308 | -82 | -1.9% | -$18.64万 | 减仓 |
| ESGD | ISHARES TR | $994.76万 | 0.06% | 96,757 | 3,826 | 4.1% | $39.34万 | 加仓 |
| ALL | ALLSTATE CORP | $998.67万 | 0.06% | 41,971 | 4,831 | 13.0% | $114.95万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,015.50万 | 0.06% | 15,898 | 875 | 5.8% | $55.89万 | 加仓 |
| DIS | DISNEY WALT CO | $1,017.19万 | 0.06% | 105,682 | 11,074 | 11.7% | $106.59万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,019.50万 | 0.06% | 10,423 | 846 | 8.8% | $82.75万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,019.87万 | 0.06% | 45,758 | 344 | 0.8% | $7.67万 | 加仓 |
| LRGF | ISHARES TR | $1,028.57万 | 0.06% | 135,999 | -3,398 | -2.4% | -$25.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,035.04万 | 0.06% | 13,562 | 494 | 3.8% | $37.70万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,044.67万 | 0.06% | 46,647 | -27 | -0.1% | -$6,047 | 减仓 |
| ASML | ASML HLDG NV | $1,046.43万 | 0.06% | 5,259 | 55 | 1.1% | $10.94万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,055.84万 | 0.06% | 292,233 | -988 | -0.3% | -$3.57万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,057.29万 | 0.06% | 144,025 | 98,846 | 218.8% | $725.63万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,067.85万 | 0.06% | 91,527 | -5,087 | -5.3% | -$59.35万 | 减仓 |
| IWN | ISHARES TR | $1,082.97万 | 0.06% | 48,958 | 1,792 | 3.8% | $39.64万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,090.68万 | 0.06% | 151,147 | -20,011 | -11.7% | -$144.40万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,094.35万 | 0.06% | 29,924 | 1,036 | 3.6% | $37.89万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,114.53万 | 0.06% | 88,049 | 5,203 | 6.3% | $65.86万 | 加仓 |
| TJX | TJX COS INC NEW | $1,137.80万 | 0.06% | 75,102 | 2,884 | 4.0% | $43.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,157.98万 | 0.06% | 23,096 | -2,967 | -11.4% | -$148.76万 | 减仓 |
| LOW | LOWES COS INC | $1,165.39万 | 0.07% | 52,854 | -4,723 | -8.2% | -$104.14万 | 减仓 |
| AGG | ISHARES TR | $1,203.84万 | 0.07% | 121,624 | -67 | -0.1% | -$6,632 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $1,216.15万 | 0.07% | 118,939 | 151 | 0.1% | $1.54万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,227.30万 | 0.07% | 35,686 | -8,303 | -18.9% | -$285.55万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,234.62万 | 0.07% | 50,440 | 203 | 0.4% | $4.97万 | 加仓 |
| CRH | CRH PLC | $1,239.75万 | 0.07% | 115,864 | -1,422 | -1.2% | -$15.22万 | 减仓 |
| ETN | EATON CORP PLC | $1,253.49万 | 0.07% | 29,416 | -481 | -1.6% | -$20.50万 | 减仓 |
| LIN | LINDE PLC | $1,255.98万 | 0.07% | 24,202 | 3,938 | 19.4% | $204.36万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,279.31万 | 0.07% | 154,805 | 10,461 | 7.2% | $86.45万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,283.10万 | 0.07% | 67,347 | 1,252 | 1.9% | $23.85万 | 加仓 |
| IEMG | ISHARES INC | $1,318.76万 | 0.07% | 159,193 | 101,232 | 174.7% | $838.61万 | 加仓 |
| ACWI | ISHARES TR | $1,341.40万 | 0.08% | 85,456 | -253 | -0.3% | -$3.97万 | 减仓 |
| APH | AMPHENOL CORP | $1,358.64万 | 0.08% | 77,055 | 1,582 | 2.1% | $27.89万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,365.46万 | 0.08% | 89,726 | 603 | 0.7% | $9.18万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,366.47万 | 0.08% | 55,497 | 1,167 | 2.1% | $28.73万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,373.41万 | 0.08% | 372,500 | 60,558 | 19.4% | $223.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,386.79万 | 0.08% | 88,358 | -13,090 | -12.9% | -$205.45万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,453.68万 | 0.08% | 116,817 | -684 | -0.6% | -$8.51万 | 减仓 |
| C | CITIGROUP INC | $1,455.26万 | 0.08% | 103,976 | 4,799 | 4.8% | $67.17万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,460.72万 | 0.08% | 92,432 | 4,481 | 5.1% | $70.81万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $1,466.16万 | 0.08% | 322,516 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $1,472.38万 | 0.08% | 122,463 | -269 | -0.2% | -$3.23万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,520.91万 | 0.09% | 360,320 | 105,785 | 41.6% | $446.52万 | 加仓 |
| USB | US BANCORP | $1,524.35万 | 0.09% | 252,376 | -11,001 | -4.2% | -$66.45万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,551.97万 | 0.09% | 189,403 | 23 | 0.0% | $1,885 | 加仓 |
| CB | CHUBB LIMITED | $1,563.58万 | 0.09% | 45,887 | -1,562 | -3.3% | -$53.22万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,574.68万 | 0.09% | 208,539 | 2,122 | 1.0% | $16.02万 | 加仓 |
| GE | GE AEROSPACE | $1,595.90万 | 0.09% | 42,701 | 1,089 | 2.6% | $40.70万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,606.39万 | 0.09% | 98,280 | 627 | 0.6% | $10.25万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,618.28万 | 0.09% | 22,474 | 79 | 0.4% | $5.69万 | 加仓 |
| NFLX | NETFLIX INC. | $1,621.31万 | 0.09% | 227,073 | -10,314 | -4.3% | -$73.64万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,624.15万 | 0.09% | 59,355 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1,636.65万 | 0.09% | 60,170 | -1,004 | -1.6% | -$27.31万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,639.39万 | 0.09% | 48,073 | -1,274 | -2.6% | -$43.45万 | 减仓 |
| IWM | ISHARES TR | $1,650.37万 | 0.09% | 54,929 | 6,664 | 13.8% | $200.22万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,651.97万 | 0.09% | 182,055 | 2,467 | 1.4% | $22.39万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,652.46万 | 0.09% | 46,647 | 2,887 | 6.6% | $102.27万 | 加仓 |
| GLW | CORNING INC | $1,675.01万 | 0.09% | 65,576 | -6,725 | -9.3% | -$171.78万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1,679.46万 | 0.09% | 333,093 | 159,060 | 91.4% | $801.98万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,685.23万 | 0.09% | 179,930 | 2,785 | 1.6% | $26.08万 | 加仓 |
| IXUS | ISHARES TR | $1,704.33万 | 0.10% | 178,576 | -2,160 | -1.2% | -$20.62万 | 减仓 |
| IGM | ISHARES TR | $1,724.49万 | 0.10% | 105,421 | -10,508 | -9.1% | -$171.89万 | 减仓 |
| IWB | ISHARES TR | $1,772.66万 | 0.10% | 43,288 | 1,059 | 2.5% | $43.37万 | 加仓 |
| IJH | ISHARES TR | $1,835.49万 | 0.10% | 238,035 | 44,583 | 23.0% | $343.78万 | 加仓 |
| GEV | GE VERNOVA INC | $1,859.89万 | 0.10% | 15,830 | -134 | -0.8% | -$15.74万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,890.73万 | 0.11% | 104,512 | 1,554 | 1.5% | $28.11万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,924.99万 | 0.11% | 79,220 | 15,645 | 24.6% | $380.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,972.83万 | 0.11% | 224,772 | 4,012 | 1.8% | $35.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,000.61万 | 0.11% | 19,781 | 698 | 3.7% | $70.59万 | 加仓 |
| PEP | PEPSICO INC | $2,006.37万 | 0.11% | 148,180 | -1,419 | -0.9% | -$19.21万 | 减仓 |
| SO | SOUTHERN CO | $2,010.91万 | 0.11% | 210,104 | 18,795 | 9.8% | $179.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,021.89万 | 0.11% | 27 | 0 | 0.0% | — | 不变 |