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 |
|---|---|---|---|---|---|---|---|---|
| QXO | QXO INC | $25.90万 | 0.00% | 13,339 | 305 | 2.3% | $5,923 | 加仓 |
| CHCO | CITY HLDG CO | $25.94万 | 0.00% | 2,170 | 16 | 0.7% | $1,912 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $26.01万 | 0.00% | 4,158 | 187 | 4.7% | $1.17万 | 加仓 |
| SM | SM ENERGY COMPANY | $26.04万 | 0.00% | 8,352 | 8,352 | — | $26.04万 | 新建仓 |
| NTES | NETEASE COM INC | $26.13万 | 0.00% | 2,334 | -15 | -0.6% | -$1,679 | 减仓 |
| TTD | THE TRADE DESK INC | $26.16万 | 0.00% | 11,528 | 2,821 | 32.4% | $6.40万 | 加仓 |
| SYK | STRYKER CORPORATION 看跌期权 | $26.28万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $26.29万 | 0.00% | 2,487 | 500 | 25.2% | $5.29万 | 加仓 |
| WTPI | WISDOMTREE TR | $26.36万 | 0.00% | 8,259 | 65 | 0.8% | $2,074 | 加仓 |
| JSI | JANUS DETROIT STR TR | $26.38万 | 0.00% | 5,118 | -941 | -15.5% | -$4.85万 | 减仓 |
| ADC | AGREE RLTY CORP | $26.39万 | 0.00% | 3,501 | 3,501 | — | $26.39万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $26.42万 | 0.00% | 8,773 | -3,614 | -29.2% | -$10.89万 | 减仓 |
| MOG/A | MOOG INC | $26.45万 | 0.00% | 904 | 33 | 3.8% | $9,657 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $26.60万 | 0.00% | 3,893 | 1,156 | 42.2% | $7.90万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $26.64万 | 0.00% | 4,707 | 104 | 2.3% | $5,885 | 加仓 |
| AQLT | ISHARES TR | $26.70万 | 0.00% | 9,660 | 9,660 | — | $26.70万 | 新建仓 |
| ARGX | ARGENX SE | $26.92万 | 0.00% | 368 | 6 | 1.7% | $4,390 | 加仓 |
| VMI | VALMONT INDS INC | $27.01万 | 0.00% | 676 | 36 | 5.6% | $1.44万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $27.05万 | 0.00% | 4,697 | 4,697 | — | $27.05万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.05万 | 0.00% | 1,218 | 1,218 | — | $27.05万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $27.05万 | 0.00% | 6,007 | 6,007 | — | $27.05万 | 新建仓 |
| EPAM | EPAM SYS INC 看跌期权 | $27.08万 | 0.00% | 2,000 | 2,000 | — | $27.08万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $27.10万 | 0.00% | 22,067 | 10,007 | 83.0% | $12.29万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.12万 | 0.00% | 6,643 | -393 | -5.6% | -$1.60万 | 减仓 |
| RVTY | REVVITY INC | $27.13万 | 0.00% | 3,097 | 336 | 12.2% | $2.94万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $27.42万 | 0.00% | 5,627 | 5,627 | — | $27.42万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $27.42万 | 0.00% | 9,822 | -607 | -5.8% | -$1.69万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $27.52万 | 0.00% | 1,981 | 213 | 12.0% | $2.96万 | 加仓 |
| KGC | KINROSS GOLD CORP | $27.53万 | 0.00% | 9,021 | -676 | -7.0% | -$2.06万 | 减仓 |
| UDR | UDR INC | $27.53万 | 0.00% | 8,151 | 755 | 10.2% | $2.55万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $27.56万 | 0.00% | 14,737 | 3,185 | 27.6% | $5.96万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $27.65万 | 0.00% | 27,816 | 12,041 | 76.3% | $11.97万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $27.66万 | 0.00% | 2,491 | 136 | 5.8% | $1.51万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $27.74万 | 0.00% | 10,112 | 10,112 | — | $27.74万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $27.75万 | 0.00% | 1,045 | 68 | 7.0% | $1.81万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $27.91万 | 0.00% | 6,091 | -6,276 | -50.7% | -$28.76万 | 减仓 |
| XBI | SPDR SERIES TRUST | $27.97万 | 0.00% | 2,190 | 157 | 7.7% | $2.01万 | 加仓 |
| SOLV | SOLVENTUM CORP | $28.03万 | 0.00% | 4,292 | 147 | 3.5% | $9,599 | 加仓 |
| SSNC | SS&C TECH HLDGS | $28.05万 | 0.00% | 4,151 | 256 | 6.6% | $1.73万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $28.22万 | 0.00% | 2,095 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $28.24万 | 0.00% | 1,640 | -733 | -30.9% | -$12.62万 | 减仓 |
| AOS | SMITH A O CORP | $28.24万 | 0.00% | 4,283 | -331 | -7.2% | -$2.18万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $28.30万 | 0.00% | 7,262 | 1,694 | 30.4% | $6.60万 | 加仓 |
| AIZ | ASSURANT INC | $28.34万 | 0.00% | 1,301 | -134 | -9.3% | -$2.92万 | 减仓 |
| HEDJ | WISDOMTREE TR | $28.44万 | 0.00% | 5,438 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $28.45万 | 0.00% | 7,915 | 127 | 1.6% | $4,564 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.50万 | 0.00% | 8,042 | 124 | 1.6% | $4,395 | 加仓 |
| PKX | POSCO HOLDINGS INC | $28.50万 | 0.00% | 4,873 | 4,873 | — | $28.50万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $28.51万 | 0.00% | 3,328 | 122 | 3.8% | $1.05万 | 加仓 |
| IBN | ICICI BANK LIMITED | $28.54万 | 0.00% | 11,021 | -1,695 | -13.3% | -$4.39万 | 减仓 |
| WEX | WEX INC | $28.63万 | 0.00% | 1,871 | 1,871 | — | $28.63万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $28.68万 | 0.00% | 3,942 | 828 | 26.6% | $6.02万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $28.71万 | 0.00% | 7,153 | 7,153 | — | $28.71万 | 新建仓 |
| BXP | BXP INC | $28.72万 | 0.00% | 5,533 | -1,632 | -22.8% | -$8.47万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $28.72万 | 0.00% | 2,972 | 461 | 18.4% | $4.45万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $28.80万 | 0.00% | 13,600 | -1,959 | -12.6% | -$4.15万 | 减仓 |
| — | BANDWIDTH INC | $29.02万 | 0.00% | 327,000 | -1,382,000 | -80.9% | -$122.66万 | 减仓 |
| FLS | FLOWSERVE CORP | $29.04万 | 0.00% | 3,951 | 416 | 11.8% | $3.06万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $29.15万 | 0.00% | 10,525 | 10,525 | — | $29.15万 | 新建仓 |
| INSM | INSMED INC | $29.20万 | 0.00% | 1,786 | 468 | 35.5% | $7.65万 | 加仓 |
| DVA | DAVITA INC | $29.28万 | 0.00% | 1,905 | 1,905 | — | $29.28万 | 新建仓 |
| PAVE | GLOBAL X FDS | $29.31万 | 0.00% | 5,768 | 5 | 0.1% | $254 | 加仓 |
| E | ENI SPA | $29.50万 | 0.00% | 5,211 | 5,211 | — | $29.50万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $29.56万 | 0.00% | 9,707 | 9,707 | — | $29.56万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $29.60万 | 0.00% | 3,150 | 68 | 2.2% | $6,390 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $29.61万 | 0.00% | 2,740 | 2,740 | — | $29.61万 | 新建仓 |
| DCI | DONALDSON INC | $29.72万 | 0.00% | 3,502 | 129 | 3.8% | $1.09万 | 加仓 |
| GATX | GATX CORP | $29.76万 | 0.00% | 1,743 | 144 | 9.0% | $2.46万 | 加仓 |
| — | NEOS ETF TRUST | $29.76万 | 0.00% | 5,256 | 5,256 | — | $29.76万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $29.79万 | 0.00% | 2,232 | 295 | 15.2% | $3.94万 | 加仓 |
| MORN | MORNINGSTAR INC | $29.85万 | 0.00% | 1,766 | -1,556 | -46.8% | -$26.30万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $29.86万 | 0.00% | 2,457 | 1,350 | 122.0% | $16.41万 | 重新持有 |
| AM | ANTERO MIDSTREAM CORP | $29.87万 | 0.00% | 13,099 | 13,099 | — | $29.87万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $29.94万 | 0.00% | 13,548 | 401 | 3.1% | $8,862 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $29.95万 | 0.00% | 3,913 | 2,959 | 310.2% | $22.65万 | 加仓 |
| NWSA | NEWS CORP NEW | $30.01万 | 0.00% | 12,039 | 2,676 | 28.6% | $6.67万 | 加仓 |
| VNOM | VIPER ENERGY INC | $30.05万 | 0.00% | 6,394 | 46 | 0.7% | $2,162 | 加仓 |
| ELF | E L F BEAUTY INC | $30.11万 | 0.00% | 4,967 | 1,834 | 58.5% | $11.12万 | 重新持有 |
| AEIS | ADVANCED ENERGY INDS | $30.11万 | 0.00% | 933 | 933 | — | $30.11万 | 新建仓 |
| AGNC | AGNC INVT CORP | $30.11万 | 0.00% | 30,022 | -729 | -2.4% | -$7,312 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $30.15万 | 0.00% | 7,002 | 1,788 | 34.3% | $7.70万 | 加仓 |
| CE | CELANESE CORP DEL | $30.16万 | 0.00% | 4,585 | -1,875 | -29.0% | -$12.33万 | 重新持有 |
| RVMD | REVOLUTION MEDICINES INC | $30.24万 | 0.00% | 3,110 | 3,110 | — | $30.24万 | 新建仓 |
| COKE | COCA COLA CONS INC | $30.32万 | 0.00% | 1,581 | 1,581 | — | $30.32万 | 新建仓 |
| — | QORVO INC | $30.33万 | 0.00% | 3,918 | 559 | 16.6% | $4.33万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $30.34万 | 0.00% | 10,834 | 403 | 3.9% | $1.13万 | 加仓 |
| NLR | VANECK ETF TRUST | $30.34万 | 0.00% | 2,278 | 2,278 | — | $30.34万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $30.56万 | 0.00% | 289 | 32 | 12.5% | $3.38万 | 加仓 |
| RBA | RB GLOBAL INC | $30.65万 | 0.00% | 3,198 | 461 | 16.8% | $4.42万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $30.91万 | 0.00% | 6,954 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $30.94万 | 0.00% | 3,335 | 119 | 3.7% | $1.10万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $31.18万 | 0.00% | 8,646 | 68 | 0.8% | $2,452 | 加仓 |
| IUSB | ISHARES TR | $31.21万 | 0.00% | 6,756 | 14 | 0.2% | $647 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $31.31万 | 0.00% | 1,981 | 267 | 15.6% | $4.22万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $31.34万 | 0.00% | 33,059 | 3,867 | 13.2% | $3.67万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $31.59万 | 0.00% | 17,055 | 5,034 | 41.9% | $9.32万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $31.63万 | 0.00% | 2,187 | 195 | 9.8% | $2.82万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $31.65万 | 0.00% | 3,523 | 3,523 | — | $31.65万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $31.68万 | 0.00% | 5,760 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $31.81万 | 0.00% | 1,160 | 34 | 3.0% | $9,323 | 加仓 |