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 |
|---|---|---|---|---|---|---|---|---|
| EWC | ISHARES INC | $21.16万 | 0.00% | 3,861 | 3,861 | — | $21.16万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $21.17万 | 0.00% | 1,543 | -16 | -1.0% | -$2,195 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $21.19万 | 0.00% | 3,062 | 3,062 | — | $21.19万 | 新建仓 |
| RHI | ROBERT HALF INC. | $21.19万 | 0.00% | 8,344 | 856 | 11.4% | $2.17万 | 加仓 |
| WDFC | WD 40 CO | $21.21万 | 0.00% | 1,040 | 1,040 | — | $21.21万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $21.36万 | 0.00% | 3,039 | 3,039 | — | $21.36万 | 新建仓 |
| MDU | MDU RES GROUP INC | $21.38万 | 0.00% | 10,317 | 10,317 | — | $21.38万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $21.43万 | 0.00% | 5,070 | 5,070 | — | $21.43万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $21.47万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $21.48万 | 0.00% | 397 | 397 | — | $21.48万 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $21.48万 | 0.00% | 15,512 | 15,512 | — | $21.48万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $21.51万 | 0.00% | 1,422 | -11 | -0.8% | -$1,664 | 重新持有 |
| DKL | DELEK LOGISTICS PARTNERS LP | $21.58万 | 0.00% | 4,336 | -1,433 | -24.8% | -$7.13万 | 重新持有 |
| KBE | SPDR SERIES TRUST | $21.59万 | 0.00% | 3,626 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $21.60万 | 0.00% | 16,227 | 5,514 | 51.5% | $7.34万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $21.67万 | 0.00% | 8,826 | 8,826 | — | $21.67万 | 新建仓 |
| EAT | BRINKER INTL INC | $21.67万 | 0.00% | 1,518 | 1,518 | — | $21.67万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $21.69万 | 0.00% | 24,150 | 4,709 | 24.2% | $4.23万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $21.70万 | 0.00% | 20,205 | 871 | 4.5% | $9,355 | 加仓 |
| OKTA | OKTA INC | $21.70万 | 0.00% | 2,757 | 122 | 4.6% | $9,603 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $21.71万 | 0.00% | 1,839 | 1,839 | — | $21.71万 | 新建仓 |
| AROC | ARCHROCK INC | $21.76万 | 0.00% | 6,253 | 6,253 | — | $21.76万 | 新建仓 |
| RDN | RADIAN GROUP INC | $21.79万 | 0.00% | 6,588 | 6,588 | — | $21.79万 | 新建仓 |
| ESTC | ELASTIC N V | $21.81万 | 0.00% | 4,363 | 441 | 11.2% | $2.20万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $21.97万 | 0.00% | 2,926 | 4 | 0.1% | $300 | 加仓 |
| REG | REGENCY CTRS CORP | $22.00万 | 0.00% | 2,908 | -87 | -2.9% | -$6,583 | 减仓 |
| IGOV | ISHARES TR | $22.06万 | 0.00% | 5,373 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $22.09万 | 0.00% | 1,626 | 1,626 | — | $22.09万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $22.11万 | 0.00% | 3,917 | 3,917 | — | $22.11万 | 新建仓 |
| BC | BRUNSWICK CORP | $22.13万 | 0.00% | 3,042 | 3,042 | — | $22.13万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $22.14万 | 0.00% | 2,957 | 2,957 | — | $22.14万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $22.17万 | 0.00% | 1,179 | 1,179 | — | $22.17万 | 新建仓 |
| EMB | ISHARES TR | $22.19万 | 0.00% | 2,362 | 9 | 0.4% | $846 | 加仓 |
| STM | STMICROELECTRONICS N V | $22.28万 | 0.00% | 6,449 | 6,449 | — | $22.28万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $22.29万 | 0.00% | 8,429 | 8,429 | — | $22.29万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $22.33万 | 0.00% | 36,917 | 1,055 | 2.9% | $6,383 | 加仓 |
| CLS | CELESTICA INC | $22.34万 | 0.00% | 793 | 793 | — | $22.34万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $22.38万 | 0.00% | 1,237 | 138 | 12.6% | $2.50万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $22.58万 | 0.00% | 2,856 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $22.59万 | 0.00% | 4,843 | 4,843 | — | $22.59万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $22.63万 | 0.00% | 15,321 | -190 | -1.2% | -$2,806 | 减仓 |
| FOX | FOX CORP | $22.65万 | 0.00% | 4,266 | 287 | 7.2% | $1.52万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $22.66万 | 0.00% | 7,404 | 7,404 | — | $22.66万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $22.75万 | 0.00% | 5,114 | 5,114 | — | $22.75万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $22.84万 | 0.00% | 3,922 | 3,922 | — | $22.84万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $22.93万 | 0.00% | 2,744 | 13 | 0.5% | $1,086 | 重新持有 |
| ETSY | ETSY INC | $23.14万 | 0.00% | 4,629 | 4,629 | — | $23.14万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $23.27万 | 0.00% | 13,359 | -240 | -1.8% | -$4,181 | 减仓 |
| EWL | ISHARES INC | $23.33万 | 0.00% | 3,966 | 317 | 8.7% | $1.86万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $23.35万 | 0.00% | 1,310 | 1,310 | — | $23.35万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $23.38万 | 0.00% | 4,642 | -25,160 | -84.4% | -$126.73万 | 重新持有 |
| HLI | HOULIHAN LOKEY INC | $23.41万 | 0.00% | 1,630 | 136 | 9.1% | $1.95万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.43万 | 0.00% | 14,757 | 4,758 | 47.6% | $7.56万 | 加仓 |
| BIZD | VANECK ETF TRUST | $23.46万 | 0.00% | 18,330 | -2,350 | -11.4% | -$3.01万 | 减仓 |
| NOVT | NOVANTA INC | $23.49万 | 0.00% | 1,989 | 164 | 9.0% | $1.94万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $23.50万 | 0.00% | 50,000 | 25,000 | 100.0% | $11.75万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $23.54万 | 0.00% | 3,321 | 3,321 | — | $23.54万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $23.57万 | 0.00% | 1,625 | 1,625 | — | $23.57万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $23.57万 | 0.00% | 28,532 | 7,190 | 33.7% | $5.94万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.69万 | 0.00% | 1,097 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $23.70万 | 0.00% | 10,269 | 10,269 | — | $23.70万 | 新建仓 |
| — | WELLS FARGO & CO | $23.79万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $23.79万 | 0.00% | 8,979 | 8,979 | — | $23.79万 | 新建仓 |
| CNH | CNH INDL N V | $23.82万 | 0.00% | 21,658 | 8,897 | 69.7% | $9.79万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $23.83万 | 0.00% | 2,533 | 375 | 17.4% | $3.53万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $23.91万 | 0.00% | 33,018 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $23.91万 | 0.00% | 6,336 | 6,336 | — | $23.91万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $23.92万 | 0.00% | 3,832 | 3,832 | — | $23.92万 | 新建仓 |
| ESAB | ESAB CORPORATION | $23.96万 | 0.00% | 2,479 | 118 | 5.0% | $1.14万 | 加仓 |
| AVNT | AVIENT CORPORATION | $24.01万 | 0.00% | 6,614 | 6,614 | — | $24.01万 | 新建仓 |
| TDAY | USA TODAY CO INC | $24.03万 | 0.00% | 34,080 | 34,080 | — | $24.03万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $24.04万 | 0.00% | 3,719 | 697 | 23.1% | $4.50万 | 加仓 |
| KFY | KORN FERRY | $24.08万 | 0.00% | 3,826 | 95 | 2.5% | $5,980 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $24.20万 | 0.00% | 4,100 | 634 | 18.3% | $3.74万 | 加仓 |
| BAX | BAXTER INTL INC | $24.35万 | 0.00% | 14,491 | -428 | -2.9% | -$7,191 | 减仓 |
| KD | KYNDRYL HLDGS INC | $24.44万 | 0.00% | 18,625 | 10,246 | 122.3% | $13.44万 | 加仓 |
| AN | AUTONATION INC | $24.47万 | 0.00% | 1,253 | 210 | 20.1% | $4.10万 | 重新持有 |
| CHT | CHUNGHWA TELECOM CO LTD | $24.52万 | 0.00% | 5,805 | 78 | 1.4% | $3,295 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $24.55万 | 0.00% | 5,350 | 5,350 | — | $24.55万 | 新建仓 |
| IDV | ISHARES TR | $24.66万 | 0.00% | 5,794 | -138 | -2.3% | -$5,873 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $24.76万 | 0.00% | 5,882 | -1 | -0.0% | -$42 | 减仓 |
| RKLB | ROCKET LAB CORP | $24.84万 | 0.00% | 3,868 | 3,868 | — | $24.84万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $24.93万 | 0.00% | 1,513 | 117 | 8.4% | $1.93万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $24.94万 | 0.00% | 8,989 | 8,989 | — | $24.94万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $24.95万 | 0.00% | 4,312 | 4,312 | — | $24.95万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $24.96万 | 0.00% | 7,514 | 475 | 6.7% | $1.58万 | 加仓 |
| DNOW | DNOW INC | $24.98万 | 0.00% | 20,975 | -41 | -0.2% | -$488 | 减仓 |
| ALV | AUTOLIV INC | $25.13万 | 0.00% | 2,390 | 2,390 | — | $25.13万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $25.16万 | 0.00% | 8,986 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $25.19万 | 0.00% | 9,685 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $25.24万 | 0.00% | 3,828 | 3,828 | — | $25.24万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $25.28万 | 0.00% | 4,726 | 4,726 | — | $25.28万 | 新建仓 |
| RRC | RANGE RES CORP | $25.29万 | 0.00% | 5,597 | -433 | -7.2% | -$1.96万 | 减仓 |
| MOD | MODINE MFG CO | $25.38万 | 0.00% | 1,171 | 1,171 | — | $25.38万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $25.46万 | 0.00% | 1,920 | 1,920 | — | $25.46万 | 新建仓 |
| CMF | ISHARES TR | $25.54万 | 0.00% | 4,491 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $25.65万 | 0.00% | 6,026 | 2,477 | 69.8% | $10.54万 | 重新持有 |
| GNTX | GENTEX CORP | $25.68万 | 0.00% | 11,755 | 11,755 | — | $25.68万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $25.70万 | 0.00% | 1,874 | 409 | 27.9% | $5.61万 | 加仓 |
| SSD | SIMPSON MFG INC | $25.88万 | 0.00% | 1,508 | 47 | 3.2% | $8,066 | 加仓 |