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 |
|---|---|---|---|---|---|---|---|---|
| DCH | DAUCH CORP | $8.84万 | 0.00% | 14,913 | 14,913 | — | $8.84万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $8.85万 | 0.00% | 12,406 | 12,406 | — | $8.85万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.28万 | 0.00% | 13,358 | 13,358 | — | $9.28万 | 新建仓 |
| OGN | ORGANON & CO | $9.42万 | 0.00% | 15,733 | 4,423 | 39.1% | $2.65万 | 加仓 |
| FISV | FISERV INC 看跌期权 | $9.49万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $9.61万 | 0.00% | 45,321 | -7,778 | -14.6% | -$1.65万 | 减仓 |
| YEXT | YEXT INC | $9.72万 | 0.00% | 25,309 | -20,001 | -44.1% | -$7.68万 | 减仓 |
| NWL | NEWELL BRANDS INC | $9.83万 | 0.00% | 28,648 | 7,167 | 33.4% | $2.46万 | 加仓 |
| GNW | GENWORTH FINL INC | $10.06万 | 0.00% | 12,393 | 979 | 8.6% | $7,949 | 重新持有 |
| — | IMMUNIC INC | $10.15万 | 0.00% | 91,450 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $10.16万 | 0.00% | 28,068 | 10,609 | 60.8% | $3.84万 | 加仓 |
| — | SUNOPTA INC | $10.20万 | 0.00% | 15,737 | 15,737 | — | $10.20万 | 新建仓 |
| WU | WESTERN UN CO | $10.30万 | 0.00% | 11,804 | 11,804 | — | $10.30万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $10.33万 | 0.00% | 13,138 | 762 | 6.2% | $5,989 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $10.40万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| BVS | BIOVENTUS INC | $10.51万 | 0.00% | 11,506 | 464 | 4.2% | $4,236 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $10.64万 | 0.00% | 26,272 | 4,787 | 22.3% | $1.94万 | 加仓 |
| — | ELICIO THERAPEUTICS INC | $11.18万 | 0.00% | 10,463 | 10,463 | — | $11.18万 | 新建仓 |
| — | CHICAGO ATLANTIC REAL ESTATE | $11.51万 | 0.00% | 10,169 | -2,329 | -18.6% | -$2.64万 | 重新持有 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $11.68万 | 0.00% | 10,365 | 10,365 | — | $11.68万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $11.81万 | 0.00% | 10,851 | 10,851 | — | $11.81万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $11.81万 | 0.00% | 11,218 | 11,218 | — | $11.81万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $12.19万 | 0.00% | 18,521 | 3,445 | 22.9% | $2.27万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $12.28万 | 0.00% | 31,655 | 31,655 | — | $12.28万 | 新建仓 |
| FOSL | FOSSIL GROUP INC | $12.28万 | 0.00% | 28,498 | 28,498 | — | $12.28万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $12.44万 | 0.00% | 21,042 | 5,074 | 31.8% | $3.00万 | 加仓 |
| — | SUPERIOR GROUP OF CO INC | $12.46万 | 0.00% | 12,263 | 145 | 1.2% | $1,473 | 加仓 |
| UA | UNDER ARMOUR INC | $12.64万 | 0.00% | 21,828 | 3,551 | 19.4% | $2.06万 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $12.64万 | 0.00% | 19,122 | 19,122 | — | $12.64万 | 新建仓 |
| FSK | FS KKR CAP CORP | $12.80万 | 0.00% | 12,574 | -4,171 | -24.9% | -$4.25万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $12.88万 | 0.00% | 20,182 | 20,182 | — | $12.88万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $13.08万 | 0.00% | 12,074 | 12,074 | — | $13.08万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $13.25万 | 0.00% | 16,256 | 1,155 | 7.6% | $9,413 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $13.39万 | 0.00% | 11,632 | 11,632 | — | $13.39万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $13.68万 | 0.00% | 14,402 | 14,402 | — | $13.68万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $13.98万 | 0.00% | 10,451 | -539 | -4.9% | -$7,212 | 减仓 |
| AEG | AEGON LTD | $14.46万 | 0.00% | 19,912 | 1,196 | 6.4% | $8,683 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $14.47万 | 0.00% | 10,000 | -15,000 | -60.0% | -$21.70万 | 重新持有 |
| GTN | GRAY MEDIA INC | $14.71万 | 0.00% | 33,894 | 33,894 | — | $14.71万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $15.75万 | 0.00% | 14,012 | 345 | 2.5% | $3,878 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $15.86万 | 0.00% | 12,042 | 1,704 | 16.5% | $2.24万 | 加仓 |
| EPAM | EPAM SYS INC | $16.23万 | 0.00% | 1,198 | -469 | -28.1% | -$6.35万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $16.24万 | 0.00% | 14,173 | -4,537 | -24.2% | -$5.20万 | 减仓 |
| RIG | TRANSOCEAN LTD | $16.53万 | 0.00% | 24,928 | 10,895 | 77.6% | $7.22万 | 加仓 |
| VALE | VALE S A | $16.78万 | 0.00% | 10,546 | 10,546 | — | $16.78万 | 新建仓 |
| INFY | INFOSYS LTD | $16.87万 | 0.00% | 12,487 | 12,487 | — | $16.87万 | 新建仓 |
| LYFT | LYFT INC | $17.01万 | 0.00% | 12,786 | -14,232 | -52.7% | -$18.93万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.17万 | 0.00% | 11,532 | -1,702 | -12.9% | -$2.53万 | 减仓 |
| LADR | LADDER CAP CORP | $17.58万 | 0.00% | 17,996 | 599 | 3.4% | $5,852 | 加仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $17.60万 | 0.00% | 26,420 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $17.62万 | 0.00% | 48,140 | 5,059 | 11.7% | $1.85万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $18.05万 | 0.00% | 12,614 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $18.12万 | 0.00% | 16,322 | -1,054 | -6.1% | -$1.17万 | 减仓 |
| ACI | ALBERTSONS COS INC | $18.47万 | 0.00% | 10,840 | -2,242 | -17.1% | -$3.82万 | 减仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $19.06万 | 0.00% | 23,738 | -273 | -1.1% | -$2,192 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $19.15万 | 0.00% | 31,922 | 19,702 | 161.2% | $11.82万 | 重新持有 |
| — | PROFOUND MED CORP | $19.44万 | 0.00% | 30,000 | 30,000 | — | $19.44万 | 新建仓 |
| ADT | ADT INC DEL | $19.72万 | 0.00% | 30,017 | -2,205 | -6.8% | -$1.45万 | 减仓 |
| NOV | NOV INC | $19.78万 | 0.00% | 10,518 | 10,518 | — | $19.78万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $19.85万 | 0.00% | 10,634 | 10,634 | — | $19.85万 | 新建仓 |
| NOK | NOKIA CORP | $19.88万 | 0.00% | 24,727 | 6,456 | 35.3% | $5.19万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $19.96万 | 0.00% | 14,600 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $20.01万 | 0.00% | 4,441 | 4,441 | — | $20.01万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $20.16万 | 0.00% | 4,375 | 4,375 | — | $20.16万 | 新建仓 |
| MATX | MATSON INC | $20.20万 | 0.00% | 1,232 | 1,232 | — | $20.20万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $20.23万 | 0.00% | 3,690 | 3,690 | — | $20.23万 | 新建仓 |
| WEN | WENDYS CO | $20.25万 | 0.00% | 29,134 | -707 | -2.4% | -$4,914 | 减仓 |
| TKR | TIMKEN CO | $20.26万 | 0.00% | 2,015 | 2,015 | — | $20.26万 | 新建仓 |
| — | CLEARWAY ENERGY INC | $20.29万 | 0.00% | 5,179 | 5,179 | — | $20.29万 | 新建仓 |
| LFUS | LITTELFUSE INC | $20.29万 | 0.00% | 598 | 598 | — | $20.29万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $20.31万 | 0.00% | 766 | 766 | — | $20.31万 | 新建仓 |
| RPAY | REPAY HLDGS CORP | $20.32万 | 0.00% | 78,151 | 3,452 | 4.6% | $8,975 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $20.34万 | 0.00% | 10,803 | -14,381 | -57.1% | -$27.08万 | 减仓 |
| — | ALTERITY THERAPEUTICS LTD | $20.34万 | 0.00% | 58,460 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC | $20.44万 | 0.00% | 2,274 | 2,274 | — | $20.44万 | 新建仓 |
| CNM | CORE & MAIN INC | $20.45万 | 0.00% | 4,140 | 4,140 | — | $20.45万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $20.46万 | 0.00% | 711 | -65 | -8.4% | -$1.87万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $20.46万 | 0.00% | 2,468 | 2,468 | — | $20.46万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $20.48万 | 0.00% | 8,020 | 8,020 | — | $20.48万 | 新建仓 |
| SEIC | SEI INVTS CO | $20.48万 | 0.00% | 2,610 | 2,610 | — | $20.48万 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $20.49万 | 0.00% | 12,877 | -59 | -0.5% | -$939 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $20.50万 | 0.00% | 6,004 | 6,004 | — | $20.50万 | 新建仓 |
| — | NEOS ETF TRUST | $20.50万 | 0.00% | 3,605 | 3,605 | — | $20.50万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $20.51万 | 0.00% | 3,274 | 3,274 | — | $20.51万 | 新建仓 |
| MSA | MSA SAFETY INC | $20.53万 | 0.00% | 1,252 | 1,252 | — | $20.53万 | 新建仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $20.57万 | 0.00% | 3,973 | 0 | 0.0% | — | 不变 |
| TCAL | T ROWE PRICE ETF INC | $20.61万 | 0.00% | 9,220 | 9,220 | — | $20.61万 | 新建仓 |
| RES | RPC INC | $20.71万 | 0.00% | 29,247 | -16 | -0.1% | -$113 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $20.75万 | 0.00% | 3,441 | 72 | 2.1% | $4,341 | 加仓 |
| — | GLOBAL X FDS | $20.75万 | 0.00% | 5,566 | 350 | 6.7% | $1.30万 | 重新持有 |
| GBCI | GLACIER BANCORP INC NEW | $20.77万 | 0.00% | 4,650 | 4,650 | — | $20.77万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $20.92万 | 0.00% | 2,205 | 2,205 | — | $20.92万 | 新建仓 |
| ICLN | ISHARES TR | $20.93万 | 0.00% | 11,442 | 11,442 | — | $20.93万 | 新建仓 |
| FTS | FORTIS INC | $20.97万 | 0.00% | 3,758 | 3,758 | — | $20.97万 | 新建仓 |
| ARKF | ARK ETF TR | $21.03万 | 0.00% | 5,532 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $21.07万 | 0.00% | 1,125 | 1,125 | — | $21.07万 | 新建仓 |
| LEA | LEAR CORP | $21.07万 | 0.00% | 1,740 | 1,740 | — | $21.07万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $21.09万 | 0.00% | 3,190 | 3,190 | — | $21.09万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $21.09万 | 0.00% | 2,822 | 2,822 | — | $21.09万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $21.14万 | 0.00% | 26,794 | 5,924 | 28.4% | $4.67万 | 加仓 |