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 |
|---|---|---|---|---|---|---|---|---|
| PLXS | PLEXUS CORP | $23.90万 | 0.00% | 795 | 795 | — | $23.90万 | 新建仓 |
| CBT | CABOT CORP | $23.91万 | 0.00% | 2,633 | 2,633 | — | $23.91万 | 新建仓 |
| BC | BRUNSWICK CORP | $23.98万 | 0.00% | 2,847 | -195 | -6.4% | -$1.64万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $23.99万 | 0.00% | 3,025 | 99 | 3.4% | $7,850 | 加仓 |
| IDV | ISHARES TR | $24.00万 | 0.00% | 5,794 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $24.11万 | 0.00% | 3,251 | -700 | -17.7% | -$5.19万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $24.11万 | 0.00% | 2,537 | 2,537 | — | $24.11万 | 新建仓 |
| — | ADVISORS INNER CIRCLE FD III | $24.17万 | 0.00% | 9,460 | 9,460 | — | $24.17万 | 新建仓 |
| — | WELLS FARGO & CO | $24.18万 | 0.00% | 209 | 3 | 1.5% | $3,471 | 加仓 |
| G | GENPACT LIMITED | $24.20万 | 0.00% | 8,799 | -5,504 | -38.5% | -$15.14万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $24.24万 | 0.00% | 14,418 | 2,786 | 24.0% | $4.68万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $24.24万 | 0.00% | 3,244 | 3,244 | — | $24.24万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $24.26万 | 0.00% | 2,516 | 2,516 | — | $24.26万 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $24.35万 | 0.00% | 11,400 | 11,400 | — | $24.35万 | 新建仓 |
| CNH | CNH INDL N V | $24.37万 | 0.00% | 21,699 | 41 | 0.2% | $460 | 加仓 |
| CUZ | COUSINS PPTYS INC | $24.38万 | 0.00% | 8,132 | 8,132 | — | $24.38万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $24.39万 | 0.00% | 8,084 | 42 | 0.5% | $1,267 | 加仓 |
| MATX | MATSON INC | $24.43万 | 0.00% | 1,271 | 39 | 3.2% | $7,497 | 加仓 |
| SLGN | SILGAN HLDGS INC | $24.47万 | 0.00% | 5,274 | 5,274 | — | $24.47万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $24.50万 | 0.00% | 5,132 | 5,132 | — | $24.50万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $24.61万 | 0.00% | 15,602 | 281 | 1.8% | $4,432 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $24.68万 | 0.00% | 2,464 | 2,464 | — | $24.68万 | 新建仓 |
| WIT | WIPRO LTD | $24.71万 | 0.00% | 109,813 | 64,492 | 142.3% | $14.51万 | 加仓 |
| KBE | SPDR SERIES TRUST | $24.74万 | 0.00% | 3,626 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE NASSAU BRANC | $24.74万 | 0.00% | 1,760 | 1,760 | — | $24.74万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $24.76万 | 0.00% | 7,156 | 7,156 | — | $24.76万 | 新建仓 |
| UMBF | UMB FINL CORP | $24.77万 | 0.00% | 1,735 | 1,735 | — | $24.77万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $24.82万 | 0.00% | 15,484 | -1,571 | -9.2% | -$2.52万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $24.90万 | 0.00% | 8,856 | 2,917 | 49.1% | $8.20万 | 重新持有 |
| SPMD | SPDR SERIES TRUST | $24.98万 | 0.00% | 3,698 | -7,578 | -67.2% | -$51.20万 | 减仓 |
| MGA | MAGNA INTL INC | $25.05万 | 0.00% | 3,815 | 29 | 0.8% | $1,904 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $25.19万 | 0.00% | 2,533 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $25.19万 | 0.00% | 1,605 | -269 | -14.4% | -$4.22万 | 减仓 |
| KBH | KB HOME | $25.20万 | 0.00% | 4,026 | 4,026 | — | $25.20万 | 新建仓 |
| SYK | STRYKER CORPORATION 看跌期权 | $25.23万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $25.31万 | 0.00% | 7,482 | 7,482 | — | $25.31万 | 新建仓 |
| ALC | ALCON AG | $25.32万 | 0.00% | 3,774 | -1,594 | -29.7% | -$10.70万 | 减仓 |
| GTLB | GITLAB INC | $25.34万 | 0.00% | 8,300 | 8,300 | — | $25.34万 | 新建仓 |
| MDU | MDU RES GROUP INC | $25.40万 | 0.00% | 11,976 | 1,659 | 16.1% | $3.52万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $25.45万 | 0.00% | 10,365 | 10,365 | — | $25.45万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $25.48万 | 0.00% | 13,359 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $25.52万 | 0.00% | 2,878 | 2,878 | — | $25.52万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $25.53万 | 0.00% | 29,083 | 2,289 | 8.5% | $2.01万 | 加仓 |
| SHC | SOTERA HEALTH CO | $25.56万 | 0.00% | 14,401 | 14,401 | — | $25.56万 | 新建仓 |
| EWL | ISHARES INC | $25.57万 | 0.00% | 4,068 | 102 | 2.6% | $6,411 | 加仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $25.68万 | 0.00% | 9,679 | 9,679 | — | $25.68万 | 新建仓 |
| EWA | ISHARES INC | $25.75万 | 0.00% | 9,145 | -2,559 | -21.9% | -$7.21万 | 减仓 |
| GH | GUARDANT HEALTH INC | $25.84万 | 0.00% | 1,722 | 1,722 | — | $25.84万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $25.85万 | 0.00% | 3,542 | 352 | 11.0% | $2.57万 | 加仓 |
| KGC | KINROSS GOLD CORP | $25.87万 | 0.00% | 10,952 | 1,931 | 21.4% | $4.56万 | 加仓 |
| EWY | ISHARES INC | $25.88万 | 0.00% | 1,282 | 1,282 | — | $25.88万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $25.89万 | 0.00% | 4,946 | 4,946 | — | $25.89万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $25.93万 | 0.00% | 2,856 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD | $26.10万 | 0.00% | 67,085 | 35,430 | 111.9% | $13.78万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $26.10万 | 0.00% | 3,132 | 93 | 3.1% | $7,751 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $26.13万 | 0.00% | 1,208 | 29 | 2.5% | $6,273 | 加仓 |
| BIZD | VANECK ETF TRUST | $26.14万 | 0.00% | 20,646 | 2,316 | 12.6% | $2.93万 | 加仓 |
| TDC | TERADATA CORP DEL | $26.19万 | 0.00% | 7,559 | 7,559 | — | $26.19万 | 新建仓 |
| CROX | CROCS INC | $26.25万 | 0.00% | 2,176 | -839 | -27.8% | -$10.12万 | 重新持有 |
| SM | SM ENERGY COMPANY | $26.26万 | 0.00% | 10,063 | 1,711 | 20.5% | $4.47万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $26.31万 | 0.00% | 15,761 | 4,229 | 36.7% | $7.06万 | 加仓 |
| CGNX | COGNEX CORP | $26.31万 | 0.00% | 3,633 | 3,633 | — | $26.31万 | 新建仓 |
| CNS | COHEN & STEERS INC | $26.31万 | 0.00% | 3,456 | 3,456 | — | $26.31万 | 新建仓 |
| RYN | RAYONIER INC | $26.32万 | 0.00% | 12,367 | 12,367 | — | $26.32万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $26.38万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $26.45万 | 0.00% | 6,497 | 244 | 3.9% | $9,933 | 加仓 |
| WDFC | WD 40 CO | $26.46万 | 0.00% | 1,086 | 46 | 4.4% | $1.12万 | 加仓 |
| ERIE | ERIE INDTY CO | $26.49万 | 0.00% | 1,105 | 1,105 | — | $26.49万 | 新建仓 |
| REG | REGENCY CTRS CORP | $26.63万 | 0.00% | 3,339 | 431 | 14.8% | $3.44万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $26.71万 | 0.00% | 8,986 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $26.72万 | 0.00% | 3,201 | 3,201 | — | $26.72万 | 新建仓 |
| MSTR | STRATEGY INC | $26.89万 | 0.00% | 3,093 | -1,779 | -36.5% | -$15.46万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $26.92万 | 0.00% | 6,069 | 6,069 | — | $26.92万 | 新建仓 |
| NTR | NUTRIEN LTD | $26.97万 | 0.00% | 4,282 | -195 | -4.4% | -$1.23万 | 减仓 |
| AVNT | AVIENT CORPORATION | $27.07万 | 0.00% | 7,325 | 711 | 10.7% | $2.63万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $27.18万 | 0.00% | 4,216 | 384 | 10.0% | $2.48万 | 加仓 |
| FLR | FLUOR CORP | $27.20万 | 0.00% | 5,191 | 348 | 7.2% | $1.82万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $27.26万 | 0.00% | 1,602 | -23 | -1.4% | -$3,914 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.31万 | 0.00% | 5,350 | 1,250 | 30.5% | $6.38万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $27.34万 | 0.00% | 11,108 | -2,689 | -19.5% | -$6.62万 | 减仓 |
| FULT | FULTON FINL CORP PA | $27.46万 | 0.00% | 11,350 | 11,350 | — | $27.46万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $27.48万 | 0.00% | 13,018 | -1,719 | -11.7% | -$3.63万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $27.57万 | 0.00% | 6,323 | 6,323 | — | $27.57万 | 新建仓 |
| LFUS | LITTELFUSE INC | $27.64万 | 0.00% | 607 | 9 | 1.5% | $4,098 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $27.66万 | 0.00% | 1,161 | 36 | 3.2% | $8,575 | 加仓 |
| H | HYATT HOTELS CORP | $27.66万 | 0.00% | 1,427 | 1,427 | — | $27.66万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $27.70万 | 0.00% | 8,000 | 8,000 | — | $27.70万 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $27.73万 | 0.00% | 19,136 | 3,624 | 23.4% | $5.25万 | 加仓 |
| — | GLOBAL X FDS | $27.82万 | 0.00% | 5,566 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $27.86万 | 0.00% | 28,137 | 28,137 | — | $27.86万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $27.88万 | 0.00% | 15,550 | 793 | 5.4% | $1.42万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $27.89万 | 0.00% | 7,665 | 261 | 3.5% | $9,498 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $28.00万 | 0.00% | 3,950 | 14 | 0.4% | $992 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $28.05万 | 0.00% | 5,144 | 5,144 | — | $28.05万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $28.08万 | 0.00% | 2,719 | 514 | 23.3% | $5.31万 | 加仓 |
| SNEX | STONEX GROUP INC | $28.11万 | 0.00% | 2,372 | 2,372 | — | $28.11万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $28.23万 | 0.00% | 7,290 | -5,125 | -41.3% | -$19.85万 | 减仓 |
| RES | RPC INC | $28.24万 | 0.00% | 48,442 | 19,195 | 65.6% | $11.19万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $28.28万 | 0.00% | 6,685 | -4,432 | -39.9% | -$18.75万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.33万 | 0.00% | 9,068 | 9,068 | — | $28.33万 | 新建仓 |