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 |
|---|---|---|---|---|---|---|---|---|
| BOH | BANK HAWAII CORP | $31.83万 | 0.00% | 4,287 | 1,111 | 35.0% | $8.25万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $31.84万 | 0.00% | 3,268 | 3,268 | — | $31.84万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW | $31.85万 | 0.00% | 10,015 | 1,499 | 17.6% | $4.77万 | 加仓 |
| SJM | SMUCKER J M CO | $31.88万 | 0.00% | 3,305 | -1,314 | -28.4% | -$12.67万 | 减仓 |
| UGI | UGI CORP NEW | $31.89万 | 0.00% | 8,757 | 1,083 | 14.1% | $3.94万 | 加仓 |
| WAFD | WAFD INC | $31.90万 | 0.00% | 10,158 | 801 | 8.6% | $2.52万 | 加仓 |
| NVR | NVR INC | $31.95万 | 0.00% | 48 | 7 | 17.1% | $4.66万 | 加仓 |
| ARW | ARROW ELECTRS INC | $31.95万 | 0.00% | 2,228 | 308 | 16.0% | $4.42万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $31.99万 | 0.00% | 8,258 | 581 | 7.6% | $2.25万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $32.03万 | 0.00% | 6,235 | 517 | 9.0% | $2.66万 | 加仓 |
| HDB | HDFC BANK LTD | $32.04万 | 0.00% | 12,877 | -3,470 | -21.2% | -$8.63万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $32.14万 | 0.00% | 2,250 | -163 | -6.8% | -$2.33万 | 减仓 |
| INFY | INFOSYS LTD 看跌期权 | $32.29万 | 0.00% | 23,900 | 23,900 | — | $32.29万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $32.33万 | 0.00% | 3,936 | 1,903 | 93.6% | $15.63万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $32.35万 | 0.00% | 35,432 | 23,996 | 209.8% | $21.91万 | 加仓 |
| TREX | TREX INC | $32.37万 | 0.00% | 8,887 | 2,761 | 45.1% | $10.06万 | 加仓 |
| VNT | VONTIER CORPORATION | $32.37万 | 0.00% | 9,126 | 889 | 10.8% | $3.15万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $32.38万 | 0.00% | 35,894 | -5,428 | -13.1% | -$4.90万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $32.40万 | 0.00% | 2,537 | 704 | 38.4% | $8.99万 | 加仓 |
| SAIA | SAIA INC | $32.47万 | 0.00% | 924 | 279 | 43.3% | $9.81万 | 加仓 |
| EWA | ISHARES INC | $32.49万 | 0.00% | 11,704 | 11,704 | — | $32.49万 | 新建仓 |
| ENTG | ENTEGRIS INC | $32.52万 | 0.00% | 2,774 | 2,774 | — | $32.52万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $32.58万 | 0.00% | 6,472 | 6,472 | — | $32.58万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $32.61万 | 0.00% | 1,761 | 154 | 9.6% | $2.85万 | 加仓 |
| ROKU | ROKU INC | $32.62万 | 0.00% | 3,447 | 122 | 3.7% | $1.15万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $32.72万 | 0.00% | 70,678 | 2,680 | 3.9% | $1.24万 | 加仓 |
| IYH | ISHARES TR | $32.78万 | 0.00% | 5,318 | -153 | -2.8% | -$9,431 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $32.80万 | 0.00% | 1,654 | 314 | 23.4% | $6.23万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $32.84万 | 0.00% | 9,873 | 9,873 | — | $32.84万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $32.95万 | 0.00% | 67,245 | 8,900 | 15.3% | $4.36万 | 加仓 |
| TOST | TOAST INC | $32.96万 | 0.00% | 12,433 | 1,467 | 13.4% | $3.89万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $33.00万 | 0.00% | 11,914 | 4,181 | 54.1% | $11.58万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $33.02万 | 0.00% | 13,797 | 2,613 | 23.4% | $6.25万 | 加仓 |
| SKT | TANGER INC | $33.03万 | 0.00% | 9,720 | 716 | 8.0% | $2.43万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $33.11万 | 0.00% | 1,695 | 338 | 24.9% | $6.60万 | 重新持有 |
| PBA | PEMBINA PIPELINE CORP | $33.14万 | 0.00% | 7,403 | -43 | -0.6% | -$1,925 | 减仓 |
| EL | LAUDER ESTEE COS INC | $33.15万 | 0.00% | 4,619 | 213 | 4.8% | $1.53万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $33.17万 | 0.00% | 151 | 21 | 16.2% | $4.61万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $33.20万 | 0.00% | 4,987 | -1,404 | -22.0% | -$9.35万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $33.21万 | 0.00% | 7,060 | 16 | 0.2% | $753 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $33.26万 | 0.00% | 1,126 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $33.43万 | 0.00% | 17,754 | -2,318 | -11.5% | -$4.37万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $33.44万 | 0.00% | 1,460 | 1,460 | — | $33.44万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $33.45万 | 0.00% | 13,947 | 26 | 0.2% | $624 | 加仓 |
| S | SENTINELONE INC | $33.51万 | 0.00% | 26,016 | 26,016 | — | $33.51万 | 新建仓 |
| — | FORTRESS BIOTECH INC | $33.53万 | 0.00% | 120,175 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $33.58万 | 0.00% | 8,963 | -2,106 | -19.0% | -$7.89万 | 减仓 |
| VNO | VORNADO RLTY TR | $33.62万 | 0.00% | 12,936 | 903 | 7.5% | $2.35万 | 加仓 |
| NTR | NUTRIEN LTD | $33.73万 | 0.00% | 4,477 | 511 | 12.9% | $3.85万 | 加仓 |
| KHC | KRAFT HEINZ CO | $33.74万 | 0.00% | 15,004 | -1,666 | -10.0% | -$3.75万 | 减仓 |
| — | SNAP INC | $33.76万 | 0.00% | 358,000 | -724,000 | -66.9% | -$68.28万 | 减仓 |
| PINS | PINTEREST INC | $33.94万 | 0.00% | 18,506 | 3,331 | 22.0% | $6.11万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $33.96万 | 0.00% | 1,207 | 78 | 6.9% | $2.19万 | 加仓 |
| IOO | ISHARES TR | $33.97万 | 0.00% | 2,808 | 200 | 7.7% | $2.42万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $33.99万 | 0.00% | 21,620 | -34,624 | -61.6% | -$54.43万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $34.01万 | 0.00% | 7,450 | 226 | 3.1% | $1.03万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $34.03万 | 0.00% | 3,546 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $34.09万 | 0.00% | 11,448 | 1,596 | 16.2% | $4.75万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $34.10万 | 0.00% | 270 | 12 | 4.7% | $1.52万 | 加仓 |
| HDEF | DBX ETF TR | $34.10万 | 0.00% | 10,523 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $34.14万 | 0.00% | 6,247 | 131 | 2.1% | $7,159 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $34.28万 | 0.00% | 1,181 | 117 | 11.0% | $3.40万 | 加仓 |
| GAP | GAP INC | $34.31万 | 0.00% | 14,175 | 2,478 | 21.2% | $6.00万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $34.38万 | 0.00% | 7,026 | 1,446 | 25.9% | $7.08万 | 加仓 |
| VAW | VANGUARD WORLD FD | $34.40万 | 0.00% | 1,526 | -34 | -2.2% | -$7,664 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $34.47万 | 0.00% | 2,424 | 2,424 | — | $34.47万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $34.53万 | 0.00% | 15,463 | -519 | -3.2% | -$1.16万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $34.57万 | 0.00% | 20,345 | 7,652 | 60.3% | $13.00万 | 加仓 |
| KT | KT CORP | $34.65万 | 0.00% | 16,153 | 5,682 | 54.3% | $12.19万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $34.66万 | 0.00% | 9,340 | 3,750 | 67.1% | $13.92万 | 加仓 |
| TFSL | TFS FINL CORP | $34.75万 | 0.00% | 24,735 | 2,434 | 10.9% | $3.42万 | 加仓 |
| IVLU | ISHARES TR | $34.80万 | 0.00% | 8,769 | 8,769 | — | $34.80万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $34.80万 | 0.00% | 5,883 | 679 | 13.0% | $4.02万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $34.80万 | 0.00% | 9,749 | 3,940 | 67.8% | $14.07万 | 加仓 |
| AVT | AVNET INC | $34.88万 | 0.00% | 5,660 | 272 | 5.0% | $1.68万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $34.92万 | 0.00% | 1,951 | 292 | 17.6% | $5.23万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $35.04万 | 0.00% | 9,358 | -6,104 | -39.5% | -$22.85万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $35.16万 | 0.00% | 21,030 | 5,192 | 32.8% | $8.68万 | 加仓 |
| RNST | RENASANT CORP | $35.34万 | 0.00% | 9,780 | 157 | 1.6% | $5,672 | 加仓 |
| SKM | SK TELECOM CO LTD | $35.35万 | 0.00% | 12,069 | 12,069 | — | $35.35万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $35.41万 | 0.00% | 15,635 | 1,474 | 10.4% | $3.34万 | 加仓 |
| EXP | EAGLE MATLS INC | $35.45万 | 0.00% | 1,871 | 87 | 4.9% | $1.65万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $35.46万 | 0.00% | 8,562 | 1,915 | 28.8% | $7.93万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $35.48万 | 0.00% | 1,697 | -242 | -12.5% | -$5.06万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $35.49万 | 0.00% | 3,324 | 1,028 | 44.8% | $10.98万 | 加仓 |
| DBEF | DBX ETF TR | $35.54万 | 0.00% | 7,194 | 7,194 | — | $35.54万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $35.65万 | 0.00% | 10,956 | 246 | 2.3% | $8,005 | 加仓 |
| FMC | FMC CORP | $35.67万 | 0.00% | 20,716 | 20,716 | — | $35.67万 | 新建仓 |
| RACE | FERRARI N V | $35.70万 | 0.00% | 1,054 | 74 | 7.6% | $2.51万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $35.71万 | 0.00% | 11,014 | 11,014 | — | $35.71万 | 新建仓 |
| NTNX | NUTANIX INC | $35.73万 | 0.00% | 9,401 | 4,835 | 105.9% | $18.38万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $35.78万 | 0.00% | 2,756 | 2,756 | — | $35.78万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $35.85万 | 0.00% | 7,285 | 1,490 | 25.7% | $7.33万 | 加仓 |
| XHB | SPDR SERIES TRUST | $36.12万 | 0.00% | 3,659 | 59 | 1.6% | $5,824 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $36.16万 | 0.00% | 3,946 | 715 | 22.1% | $6.55万 | 加仓 |
| APTV | APTIV PLC | $36.24万 | 0.00% | 5,219 | 358 | 7.4% | $2.49万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $36.32万 | 0.00% | 9,357 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $36.36万 | 0.00% | 4,221 | 4,221 | — | $36.36万 | 新建仓 |
| NXT | NEXTPOWER INC | $36.64万 | 0.00% | 3,039 | 302 | 11.0% | $3.64万 | 加仓 |
| RKT | ROCKET COS INC | $36.74万 | 0.00% | 25,782 | 3,698 | 16.7% | $5.27万 | 加仓 |