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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $2,042.65万 | 0.11% | 56,408 | 265 | 0.5% | $9.60万 | 加仓 |
| DGRO | ISHARES TR | $2,081.07万 | 0.12% | 274,583 | -6,062 | -2.2% | -$45.94万 | 减仓 |
| IEFA | ISHARES TR | $2,143.56万 | 0.12% | 221,946 | 5,229 | 2.4% | $50.50万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,167.87万 | 0.12% | 169,616 | -1,229 | -0.7% | -$15.71万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,205.74万 | 0.12% | 309,577 | 14,509 | 4.9% | $103.38万 | 加仓 |
| MCD | MCDONALDS CORP | $2,234.88万 | 0.13% | 82,678 | -4,297 | -4.9% | -$116.15万 | 减仓 |
| HDV | ISHARES TR | $2,245.15万 | 0.13% | 819,098 | -21,472 | -2.6% | -$58.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,327.17万 | 0.13% | 68,800 | 1,893 | 2.8% | $64.03万 | 加仓 |
| MS | MORGAN STANLEY | $2,343.02万 | 0.13% | 112,084 | -531 | -0.5% | -$11.10万 | 减仓 |
| T | AT&T INC | $2,343.24万 | 0.13% | 1,132,000 | 11,780 | 1.1% | $24.38万 | 加仓 |
| NEU | NEWMARKET CORP | $2,395.00万 | 0.13% | 30,269 | 323 | 1.1% | $25.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,414.50万 | 0.14% | 50,557 | 5,021 | 11.0% | $239.79万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,432.39万 | 0.14% | 58,523 | 9,295 | 18.9% | $386.33万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,553.04万 | 0.14% | 85,652 | 2,063 | 2.5% | $61.49万 | 加仓 |
| KLAC | KLA CORP | $2,663.74万 | 0.15% | 88,287 | 2,327 | 2.7% | $70.21万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,675.37万 | 0.15% | 223,842 | -9,086 | -3.9% | -$108.60万 | 减仓 |
| DGRW | WISDOMTREE TR | $2,684.07万 | 0.15% | 280,702 | 16,936 | 6.4% | $161.94万 | 加仓 |
| MINT | PIMCO ETF TR | $2,711.30万 | 0.15% | 268,951 | -36,780 | -12.0% | -$370.78万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,742.02万 | 0.15% | 53,388 | 960 | 1.8% | $49.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,824.97万 | 0.16% | 39,072 | 2,228 | 6.0% | $161.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,829.00万 | 0.16% | 100,600 | 6,594 | 7.0% | $185.43万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,839.70万 | 0.16% | 770,819 | 721,745 | 1,470.7% | $2,658.91万 | 加仓 |
| ORCL | ORACLE CORP | $2,899.14万 | 0.16% | 197,825 | 12,296 | 6.6% | $180.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,906.27万 | 0.16% | 31,067 | 435 | 1.4% | $40.69万 | 加仓 |
| GLD | SPDR GOLD TR | $2,916.61万 | 0.16% | 79,173 | 10,512 | 15.3% | $387.25万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,058.46万 | 0.17% | 536,760 | 109,117 | 25.5% | $621.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,072.52万 | 0.17% | 140,986 | 70,584 | 100.3% | $1,538.24万 | 加仓 |
| RTX | RTX CORPORATION | $3,092.34万 | 0.17% | 162,986 | -880 | -0.5% | -$16.70万 | 减仓 |
| MRK | MERCK & CO INC | $3,111.96万 | 0.17% | 242,175 | 736 | 0.3% | $9.46万 | 加仓 |
| DVY | ISHARES TR | $3,118.78万 | 0.17% | 199,537 | 64,400 | 47.7% | $1,006.58万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $3,142.62万 | 0.18% | 666,586 | -85,500 | -11.4% | -$403.09万 | 减仓 |
| EFA | ISHARES TR | $3,171.32万 | 0.18% | 305,287 | 11,779 | 4.0% | $122.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,194.07万 | 0.18% | 192,692 | 5,352 | 2.9% | $88.72万 | 加仓 |
| INTC | INTEL CORP | $3,209.32万 | 0.18% | 229,844 | -5,222 | -2.2% | -$72.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,209.82万 | 0.18% | 105,892 | 14,788 | 16.2% | $448.26万 | 加仓 |
| SHOP | SHOPIFY INC | $3,219.99万 | 0.18% | 282,009 | 270,627 | 2,377.7% | $3,090.03万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,333.05万 | 0.19% | 379,143 | 823 | 0.2% | $7.24万 | 加仓 |
| IWV | ISHARES TR | $3,441.16万 | 0.19% | 80,702 | 395 | 0.5% | $16.84万 | 加仓 |
| ABBV | ABBVIE INC | $3,596.23万 | 0.20% | 142,911 | 1,807 | 1.3% | $45.47万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $3,636.55万 | 0.20% | 1,077,974 | -132,197 | -10.9% | -$445.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,676.36万 | 0.21% | 456,294 | 1,710 | 0.4% | $13.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,933.64万 | 0.22% | 67,715 | -4,006 | -5.6% | -$232.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,936.09万 | 0.22% | 268,418 | -765 | -0.3% | -$11.22万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,976.19万 | 0.22% | 1,435,447 | 21,973 | 1.6% | $60.87万 | 加仓 |
| IJR | ISHARES TR | $4,394.00万 | 0.25% | 296,271 | 51,886 | 21.2% | $769.52万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,529.24万 | 0.25% | 363,036 | 1,627 | 0.5% | $20.30万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4,629.62万 | 0.26% | 106,838 | -7,369 | -6.5% | -$319.32万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $4,736.75万 | 0.27% | 910,914 | -29,100 | -3.1% | -$151.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,804.06万 | 0.27% | 557,703 | 72,855 | 15.0% | $627.57万 | 加仓 |
| CAT | CATERPILLAR INC | $4,839.54万 | 0.27% | 45,445 | -1,443 | -3.1% | -$153.67万 | 减仓 |
| WMT | WALMART INC | $4,842.77万 | 0.27% | 427,579 | -10,154 | -2.3% | -$115.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,852.19万 | 0.27% | 42,036 | 1,919 | 4.8% | $221.51万 | 加仓 |
| CSCO | CISCO SYS INC | $4,866.24万 | 0.27% | 414,289 | -8,084 | -1.9% | -$94.95万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,907.40万 | 0.28% | 230,643 | 2,187 | 1.0% | $46.53万 | 加仓 |
| ALB | ALBEMARLE CORP | $5,166.42万 | 0.29% | 382,612 | -20,945 | -5.2% | -$282.82万 | 减仓 |
| TSLA | TESLA INC | $5,178.79万 | 0.29% | 123,128 | 5,883 | 5.0% | $247.44万 | 加仓 |
| IWF | ISHARES TR | $5,381.02万 | 0.30% | 433,358 | 9,134 | 2.2% | $113.42万 | 加仓 |
| KO | COCA COLA CO | $5,619.36万 | 0.31% | 691,443 | 62,337 | 9.9% | $506.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,646.15万 | 0.32% | 1,780,558 | 137,402 | 8.4% | $435.70万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,833.59万 | 0.33% | 1,723,874 | -13,985 | -0.8% | -$47.33万 | 减仓 |
| IWD | ISHARES TR | $5,925.35万 | 0.33% | 244,415 | 8,104 | 3.4% | $196.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $6,461.96万 | 0.36% | 1,250,136 | -28,636 | -2.2% | -$148.02万 | 减仓 |
| META | META PLATFORMS INC | $6,679.29万 | 0.37% | 118,576 | 17,912 | 17.8% | $1,008.97万 | 加仓 |
| V | VISA INC | $6,763.40万 | 0.38% | 197,131 | 2,801 | 1.4% | $96.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,172.05万 | 0.40% | 97,393 | 183 | 0.2% | $13.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,637.23万 | 0.43% | 300,713 | -2,520 | -0.8% | -$64.00万 | 减仓 |
| LLY | ELI LILLY & CO | $7,730.67万 | 0.43% | 64,452 | 1,424 | 2.3% | $170.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,079.39万 | 0.45% | 1,821,322 | -10,270 | -0.6% | -$45.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,484.00万 | 0.48% | 259,187 | 1,353 | 0.5% | $44.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9,035.25万 | 0.51% | 180,564 | 2,421 | 1.4% | $121.14万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $9,259.43万 | 0.52% | 3,146,255 | 78,921 | 2.6% | $232.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,297.11万 | 0.52% | 2,227,918 | 240,193 | 12.1% | $1,002.33万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,542.56万 | 0.53% | 1,139,409 | 116,749 | 11.4% | $977.77万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $9,899.21万 | 0.55% | 870,719 | -109,307 | -11.2% | -$1,242.71万 | 减仓 |
| AVGO | BROADCOM INC | $1.02亿 | 0.57% | 270,850 | 4,815 | 1.8% | $181.89万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.07亿 | 0.60% | 1,108,268 | 47,729 | 4.5% | $460.54万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1.19亿 | 0.66% | 2,594,781 | 40,245 | 1.6% | $183.92万 | 加仓 |
| GOOG | ALPHABET INC | $1.27亿 | 0.71% | 358,086 | 12,007 | 3.5% | $424.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.46亿 | 0.82% | 213,262 | 16,286 | 8.3% | $1,118.54万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.51亿 | 0.85% | 1,693,261 | 28,334 | 1.7% | $252.74万 | 加仓 |
| AMZN | AMAZON COM INC | $1.55亿 | 0.87% | 650,572 | 11,767 | 1.8% | $280.46万 | 加仓 |
| GOOGL | ALPHABET INC | $1.61亿 | 0.90% | 449,314 | -5,953 | -1.3% | -$212.74万 | 减仓 |
| ITOT | ISHARES TR | $1.64亿 | 0.92% | 998,509 | -3,791 | -0.4% | -$62.27万 | 减仓 |
| IVV | ISHARES TR | $1.65亿 | 0.93% | 220,501 | -3,944 | -1.8% | -$295.36万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.67亿 | 0.93% | 3,268,293 | 716,311 | 28.1% | $3,653.19万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.85亿 | 1.04% | 1,305,326 | 56,976 | 4.6% | $808.43万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.90亿 | 1.07% | 6,571,056 | -24,165 | -0.4% | -$69.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.06亿 | 1.16% | 552,823 | 12,197 | 2.3% | $454.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.29亿 | 1.28% | 1,142,468 | 35,585 | 3.2% | $712.02万 | 加仓 |
| HD | HOME DEPOT INC | $2.40亿 | 1.34% | 680,281 | 601 | 0.1% | $21.20万 | 加仓 |
| QLTY | GMO ETF TRUST | $2.71亿 | 1.52% | 6,701,176 | 796,001 | 13.5% | $3,222.42万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.91亿 | 1.63% | 2,445,430 | -321,694 | -11.6% | -$3,827.84万 | 减仓 |
| IVW | ISHARES TR | $3.03亿 | 1.70% | 2,200,705 | -35,938 | -1.6% | -$494.26万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.52亿 | 1.97% | 471,257 | 14,701 | 3.2% | $1,097.83万 | 加仓 |
| AAPL | APPLE INC | $4.62亿 | 2.59% | 1,596,965 | 8,123 | 0.5% | $235.05万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $5.07亿 | 2.84% | 10,065,428 | 514,497 | 5.4% | $2,589.03万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7.08亿 | 3.97% | 8,363,846 | 300,748 | 3.7% | $2,544.11万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $7.31亿 | 4.10% | 15,629,633 | 1,207,454 | 8.4% | $5,646.56万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $7.72亿 | 4.33% | 6,026,439 | 281,733 | 4.9% | $3,608.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $13.72亿 | 7.69% | 5,857,815 | 94,213 | 1.6% | $2,206.86万 | 加仓 |