13F 机构持仓

HB Wealth Management, LLC

Atlanta GA · SEC CIK 0001911253

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$178.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 17.3%
VIG 7.7%
AVUS 4.3%
JCPB 4.1%
VXUS 4.0%
JPST 2.8%
AAPL 2.6%
SPY 2.0%
IVW 1.7%
SPYG 1.6%

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
BTBT BIT DIGITAL INC $2.08万0.00%11,583 11,583— $2.08万 新建仓
OPTU OPTIMUM COMMUNICATIONS INC $2.09万0.00%14,390 14,390— $2.09万 新建仓
SABR SABRE CORP $2.16万0.00%10,355 -267-2.5% -$558 减仓
— WINNEBAGO INDS INC $2.35万0.00%25,000 00.0% — 不变
— BLAIZE HLDGS INC $2.36万0.00%17,124 17,124— $2.36万 新建仓
EPAM EPAM SYS INC $2.42万0.00%305 -893-74.5% -$7.09万 减仓
CLNE CLEAN ENERGY FUELS CORP $2.48万0.00%12,106 12,106— $2.48万 新建仓
— BRIDGER AEROSPACE GRP HLDGS $2.52万0.00%13,100 00.0% — 不变
— GAIN THERAPEUTICS INC $2.59万0.00%12,783 12,783— $2.59万 新建仓
CMPX COMPASS THERAPEUTICS INC $2.86万0.00%13,058 13,058— $2.86万 新建仓
FATE FATE THERAPEUTICS INC $3.09万0.00%11,439 11,439— $3.09万 新建仓
WOOF PETCO HEALTH & WELLNESS CO I $3.10万0.00%11,412 -646-5.4% -$1,757 减仓
RC READY CAPITAL CORP $3.32万0.00%18,951 5,81244.2% $1.02万 加仓
KOS KOSMOS ENERGY LTD $3.37万0.00%15,950 15,950— $3.37万 新建仓
CLVT CLARIVATE PLC $3.52万0.00%16,309 16,309— $3.52万 新建仓
RCKT ROCKET PHARMACEUTICALS INC $3.60万0.00%10,541 10,541— $3.60万 新建仓
— ELICIO THERAPEUTICS INC $4.09万0.00%10,463 00.0% — 不变
— CROWN CRAFTS INC $4.21万0.00%14,826 00.0% — 不变
VRRM VERRA MOBILITY CORP $4.25万0.00%10,007 10,007— $4.25万 新建仓
SFIX STITCH FIX INC $4.54万0.00%11,053 11,053— $4.54万 新建仓
LRMR LARIMAR THERAPEUTICS INC $4.90万0.00%16,078 16,078— $4.90万 新建仓
— BRAEMAR HOTELS & RESORTS INC $4.91万0.00%22,723 3471.6% $750 加仓
ABEV AMBEV SA $5.09万0.00%16,205 16,205— $5.09万 新建仓
MDXG MIMEDX GROUP INC $5.15万0.00%13,372 13,372— $5.15万 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $5.46万0.00%18,627 5,27939.5% $1.55万 加仓
NIO NIO INC $5.54万0.00%10,955 -1,243-10.2% -$6,290 减仓
IOVA IOVANCE BIOTHERAPEUTICS INC $5.60万0.00%13,461 13,461— $5.60万 新建仓
BDN BRANDYWINE RLTY TR $5.65万0.00%17,837 5,71647.2% $1.81万 加仓
COTY COTY INC $5.69万0.00%26,351 26,351— $5.69万 新建仓
COUR COURSERA INC $6.18万0.00%10,958 10,958— $6.18万 新建仓
BUR BURFORD CAPITAL LIMITED $6.50万0.00%15,858 15,858— $6.50万 新建仓
JBI JANUS INTERNATIONAL GROUP IN $6.89万0.00%12,422 12,422— $6.89万 新建仓
MNKD MANNKIND CORP $6.97万0.00%16,351 16,351— $6.97万 新建仓
TDUP THREDUP INC $7.06万0.00%10,301 10,301— $7.06万 新建仓
ASAN ASANA INC $7.09万0.00%10,125 10,125— $7.09万 新建仓
IAUX I-80 GOLD CORP $7.30万0.00%50,250 50,250— $7.30万 新建仓
FISV FISERV INC 看跌期权 $8.34万0.00%1,700 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP $8.61万0.00%15,021 4743.3% $2,716 加仓
DCH DAUCH CORP $8.65万0.00%15,964 1,0517.0% $5,696 加仓
NMFC NEW MTN FIN CORP $8.75万0.00%12,206 -86,791-87.7% -$62.23万 减仓
RNW RENEW ENERGY GLOBAL PLC $9.50万0.00%15,199 00.0% — 不变
BULL WEBULL CORP $9.64万0.00%14,784 14,784— $9.64万 新建仓
BDJ BLACKROCK ENHANCED EQUITY DI $9.65万0.00%10,088 510.5% $488 加仓
TKC TURKCELL ILETISIM $9.94万0.00%16,911 3,63927.4% $2.14万 加仓
— SABA CAPITAL INCOME & OPPORT $10.44万0.00%12,500 00.0% — 不变
RIG TRANSOCEAN LTD $10.85万0.00%22,180 -2,748-11.0% -$1.34万 减仓
BVS BIOVENTUS INC $10.94万0.00%11,584 780.7% $736 加仓
— CHICAGO ATLANTIC REAL ESTATE $11.01万0.00%10,270 1011.0% $1,083 加仓
UAA UNDER ARMOUR INC $11.29万0.00%17,665 -3,377-16.0% -$2.16万 减仓
FOSL FOSSIL GROUP INC $11.80万0.00%28,498 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $11.88万0.00%15,472 2,11415.8% $1.62万 加仓
— ISHARES ETHEREUM TR $11.92万0.00%10,024 10,024— $11.92万 新建仓
YEXT YEXT INC $12.26万0.00%26,254 9453.7% $4,413 加仓
MBC MASTERBRAND INC $12.43万0.00%12,075 12,075— $12.43万 新建仓
UA UNDER ARMOUR INC $12.54万0.00%20,154 -1,674-7.7% -$1.04万 减仓
GNW GENWORTH FINL INC $12.77万0.00%13,482 1,0898.8% $1.03万 加仓
AMBP ARDAGH METAL PACKAGING S A $12.78万0.00%26,962 6902.6% $3,271 加仓
WEN WENDYS CO $13.05万0.00%15,736 -13,398-46.0% -$11.11万 减仓
BTX BLACKROCK TECH AND PRIVATE E $13.28万0.00%14,704 14,704— $13.28万 新建仓
DRH DIAMONDROCK HOSPITALITY CO $13.59万0.00%11,158 11,158— $13.59万 新建仓
FSK FS KKR CAP CORP $13.67万0.00%13,017 4433.5% $4,652 加仓
HOPE HOPE BANCORP INC $13.72万0.00%10,031 10,031— $13.72万 新建仓
CFFN CAPITOL FED FINL INC $14.08万0.00%16,546 4,14033.4% $3.52万 加仓
SBS COMPANHIA DE SANEAMENTO BASI $14.29万0.00%24,723 24,723— $14.29万 新建仓
GRAB GRAB HOLDINGS LIMITED $14.41万0.00%38,223 -9,917-20.6% -$3.74万 减仓
PTON PELOTON INTERACTIVE INC $14.43万0.00%24,420 7,47344.1% $4.42万 加仓
PGX INVESCO EXCH TRADED FD TR II $14.51万0.00%13,387 2,53623.4% $2.75万 加仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $14.52万0.00%14,401 3892.8% $3,921 加仓
KRP KIMBELL RTY PARTNERS LP $14.53万0.00%10,000 00.0% — 不变
VIV TELEFONICA BRASIL SA $14.58万0.00%11,080 -1,797-14.0% -$2.36万 减仓
RITM RITHM CAPITAL CORP $15.08万0.00%16,063 -16,996-51.4% -$15.96万 减仓
XRAY DENTSPLY SIRONA INC $15.16万0.00%14,293 14,293— $15.16万 新建仓
VOD VODAFONE GROUP PLC $15.38万0.00%11,626 11,626— $15.38万 新建仓
— GSI TECHNOLOGY INC $15.46万0.00%20,000 20,000— $15.46万 新建仓
SLRC SLR INVESTMENT CORP $15.60万0.00%12,614 00.0% — 不变
ABSI ABSCI CORPORATION $15.62万0.00%13,476 5344.1% $6,189 加仓
PTEN PATTERSON-UTI ENERGY INC $15.74万0.00%17,150 5,07642.0% $4.66万 加仓
FLO FLOWERS FOODS INC $15.76万0.00%19,951 3,69522.7% $2.92万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $16.06万0.00%14,403 4,03839.0% $4.50万 加仓
NWBI NORTHWEST BANCSHARES INC $16.12万0.00%10,636 10,636— $16.12万 新建仓
PATH UIPATH INC $16.16万0.00%14,871 -1,451-8.9% -$1.58万 减仓
FMC FMC CORP $16.18万0.00%14,073 -6,643-32.1% -$7.64万 减仓
— SUPERIOR GROUP OF CO INC $16.25万0.00%12,384 1211.0% $1,588 加仓
OGN ORGANON & CO $16.33万0.00%12,062 -3,671-23.3% -$4.97万 减仓
LYFT LYFT INC $16.69万0.00%11,423 -1,363-10.7% -$1.99万 减仓
QUAD QUAD / GRAPHICS INC $16.82万0.00%19,951 8294.3% $6,988 加仓
— HIGHLAND GLOBAL ALLOCATION F $16.87万0.00%22,435 -1,303-5.5% -$9,799 减仓
ADT ADT INC DEL $16.90万0.00%26,001 -4,016-13.4% -$2.61万 减仓
HUN HUNTSMAN CORP $17.02万0.00%16,025 -202-1.2% -$2,145 减仓
TIC TIC SOLUTIONS INC $17.20万0.00%21,260 2,73914.8% $2.22万 加仓
FTRE FORTREA HLDGS INC $17.72万0.00%10,186 10,186— $17.72万 新建仓
VALE VALE S A $17.91万0.00%11,907 1,36112.9% $2.05万 加仓
DEI DOUGLAS EMMETT INC $18.40万0.00%15,596 15,596— $18.40万 新建仓
MARA MARA HOLDINGS INC $18.55万0.00%13,352 13,352— $18.55万 新建仓
ENVX ENOVIX CORPORATION $18.61万0.00%30,664 15,29499.5% $9.28万 加仓
TTD THE TRADE DESK INC $18.75万0.00%10,369 -1,159-10.1% -$2.10万 减仓
AEG AEGON LTD $19.23万0.00%22,788 2,87614.4% $2.43万 加仓
EVH EVOLENT HEALTH INC $19.43万0.00%35,842 2,2826.8% $1.24万 加仓
OCSL OAKTREE SPECIALTY LENDING $19.89万0.00%16,657 16,657— $19.89万 新建仓
— PROFOUND MED CORP $19.95万0.00%30,000 00.0% — 不变