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
TXG 10X GENOMICS INC $28.54万0.00%7,444 7,444— $28.54万 新建仓
MKTX MARKETAXESS HLDGS INC $28.57万0.00%2,517 -705-21.9% -$8.00万 减仓
TENB TENABLE HLDGS INC $28.57万0.00%7,747 7,747— $28.57万 新建仓
NCNO NCINO INC $28.73万0.00%17,570 17,570— $28.73万 新建仓
FRSH FRESHWORKS INC $28.75万0.00%28,410 28,410— $28.75万 新建仓
CRSP CRISPR THERAPEUTICS AG $28.88万0.00%5,296 5,296— $28.88万 新建仓
MTH MERITAGE HOMES CORP $28.91万0.00%3,448 3,448— $28.91万 新建仓
— NEOS ETF TRUST $28.92万0.00%5,256 00.0% — 不变
JXN JACKSON FINANCIAL INC $28.97万0.00%2,829 34213.8% $3.50万 加仓
TKR TIMKEN CO $28.98万0.00%1,994 -21-1.0% -$3,052 减仓
E ENI SPA $29.02万0.00%6,193 98218.8% $4.60万 加仓
SRLN SSGA ACTIVE ETF TR $29.08万0.00%7,218 650.9% $2,619 加仓
CMF ISHARES TR $29.13万0.00%5,053 56212.5% $3.24万 加仓
KEP KOREA ELEC PWR CORP $29.30万0.00%24,215 24,215— $29.30万 新建仓
PAYC PAYCOM SOFTWARE INC $29.32万0.00%2,333 -124-5.0% -$1.56万 减仓
TECK TECK RESOURCES LTD $29.34万0.00%4,934 4,934— $29.34万 新建仓
FWONA LIBERTY MEDIA CORP DEL $29.36万0.00%3,354 3,354— $29.36万 新建仓
— TEVA PHARMACEUTICAL INDS LTD $29.45万0.00%8,693 8,693— $29.45万 新建仓
SKYD PARAMOUNT SKYDANCE CORP $29.46万0.00%29,879 -6,015-16.8% -$5.93万 减仓
VNOM VIPER ENERGY INC $29.81万0.00%7,031 63710.0% $2.70万 加仓
MXL MAXLINEAR INC $29.87万0.00%2,333 2,333— $29.87万 新建仓
TDAY USA TODAY CO INC $29.89万0.00%34,962 8822.6% $7,541 加仓
MSA MSA SAFETY INC $30.05万0.00%1,721 46937.5% $8.19万 加仓
ESI ELEMENT SOLUTIONS INC $30.06万0.00%6,295 2914.8% $1.39万 加仓
DNOW DNOW INC $30.07万0.00%23,185 2,21010.5% $2.87万 加仓
KFY KORN FERRY $30.19万0.00%4,534 70818.5% $4.71万 加仓
PIPR PIPER SANDLER COMPANIES $30.20万0.00%4,175 2626.7% $1.90万 加仓
SPYD SPDR SERIES TRUST $30.28万0.00%6,347 6,347— $30.28万 新建仓
NLR VANECK ETF TRUST $30.39万0.00%2,620 34215.0% $3.97万 加仓
JLL JONES LANG LASALLE INC $30.44万0.00%982 -400-28.9% -$12.40万 减仓
CNO CNO FINL GROUP INC $30.45万0.00%5,972 5,972— $30.45万 新建仓
AQLT ISHARES TR $30.45万0.00%9,660 00.0% — 不变
OUT OUTFRONT MEDIA INC $30.46万0.00%9,299 3203.6% $1.05万 加仓
— BANDWIDTH INC $30.47万0.00%327,000 00.0% — 不变
HMOP HARTFORD FDS EXCHANGE TRADED $30.51万0.00%7,793 -465-5.6% -$1.82万 减仓
VIAV VIAVI SOLUTIONS INC $30.54万0.00%6,396 6,396— $30.54万 新建仓
CHDN CHURCHILL DOWNS INC $30.72万0.00%3,427 -96-2.7% -$8,605 减仓
SLG SL GREEN RLTY CORP $30.84万0.00%5,956 5,956— $30.84万 新建仓
DRS LEONARDO DRS INC $30.88万0.00%7,236 7,236— $30.88万 新建仓
WTM WHITE MTNS INS GROUP LTD $30.89万0.00%149 -2-1.3% -$4,147 减仓
VLRS CONTROLADORA VUELA COMP DE A $30.94万0.00%33,018 00.0% — 不变
RDN RADIAN GROUP INC $30.95万0.00%8,216 1,62824.7% $6.13万 加仓
ASA ASA GOLD AND PRECIOUS MTLS L $31.09万0.00%5,974 -462-7.2% -$2.40万 减仓
HEDJ WISDOMTREE TR $31.15万0.00%5,464 260.5% $1,482 加仓
GNTX GENTEX CORP $31.22万0.00%12,355 6005.1% $1.52万 加仓
CHCO CITY HLDG CO $31.36万0.00%2,364 1948.9% $2.57万 加仓
ECG EVERUS CONSTR GROUP $31.38万0.00%1,891 522.8% $8,629 加仓
— ALTERITY THERAPEUTICS LTD $31.39万0.00%58,460 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $31.42万0.00%1,780 1408.5% $2.47万 加仓
ESAB ESAB CORPORATION $31.63万0.00%3,207 72829.4% $7.18万 加仓
CSTM CONSTELLIUM SE $31.68万0.00%9,941 9,941— $31.68万 新建仓
MSLC MORGAN STANLEY PATHWAY FDS $31.69万0.00%5,398 1,42535.9% $8.36万 加仓
CWEN CLEARWAY ENERGY INC $31.77万0.00%9,294 9,294— $31.77万 新建仓
TTEK TETRA TECH INC NEW $31.77万0.00%10,998 2,22525.4% $6.43万 加仓
CRUS CIRRUS LOGIC INC $31.80万0.00%2,141 -46-2.1% -$6,832 减仓
VMI VALMONT INDS INC $31.94万0.00%553 -123-18.2% -$7.10万 减仓
UI UBIQUITI INC $31.99万0.00%599 -90-13.1% -$4.81万 减仓
GATX GATX CORP $32.00万0.00%1,806 633.6% $1.12万 加仓
CZR CAESARS ENTERTAINMENT INC NE $32.08万0.00%10,628 -5,937-35.8% -$17.92万 减仓
B BARRICK MNG CORP $32.10万0.00%8,738 -339-3.7% -$1.25万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $32.15万0.00%8,351 3,87586.6% $14.92万 重新持有
LPX LOUISIANA PAC CORP $32.30万0.00%4,106 1644.2% $1.29万 加仓
STAG STAG INDUSTRIAL INC $32.31万0.00%8,490 -156-1.8% -$5,937 减仓
MELI MERCADOLIBRE INC $32.37万0.00%190 -136-41.7% -$23.17万 减仓
FOXA FOX CORP $32.38万0.00%6,208 -396-6.0% -$2.07万 减仓
MTD METTLER TOLEDO INTERNATIONAL $32.48万0.00%254 -16-5.9% -$2.05万 减仓
NTES NETEASE COM INC $32.48万0.00%2,535 2018.6% $2.58万 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $32.49万0.00%2,840 -2,461-46.4% -$28.16万 减仓
MIDD MIDDLEBY CORP $32.50万0.00%1,889 -31-1.6% -$5,333 减仓
BG BUNGE GLOBAL SA $32.50万0.00%3,045 1414.9% $1.50万 加仓
GBCI GLACIER BANCORP INC NEW $32.52万0.00%6,305 1,65535.6% $8.54万 加仓
NOV NOV INC $32.53万0.00%17,538 7,02066.7% $13.02万 加仓
SLM SLM CORP $32.58万0.00%12,561 12,561— $32.58万 新建仓
RVTY REVVITY INC $32.65万0.00%2,935 -162-5.2% -$1.80万 减仓
IREN IREN LIMITED $32.73万0.00%7,158 7,158— $32.73万 新建仓
KT KT CORP $32.81万0.00%18,985 2,83217.5% $4.89万 加仓
POWL POWELL INDS INC $32.87万0.00%1,148 -43-3.6% -$1.23万 减仓
AB ALLIANCEBERNSTEIN HLDG L P $32.97万0.00%9,360 20.0% $70 加仓
RMBS RAMBUS INC DEL $33.16万0.00%2,498 2,498— $33.16万 新建仓
WTFC WINTRUST FINL CORP $33.30万0.00%2,072 914.6% $1.46万 加仓
— QORVO INC $33.36万0.00%3,577 -341-8.7% -$3.18万 减仓
AIPO TIDAL TRUST II $33.38万0.00%9,990 9,990— $33.38万 新建仓
SIRI SIRIUSXM HOLDINGS INC $33.39万0.00%11,304 1,03510.1% $3.06万 加仓
FR FIRST INDL RLTY TR INC $33.41万0.00%5,449 1,13726.4% $6.97万 加仓
SSD SIMPSON MFG INC $33.45万0.00%1,598 906.0% $1.88万 加仓
ENSG ENSIGN GROUP INC $33.58万0.00%2,095 934.6% $1.49万 加仓
CHRD CHORD ENERGY CORPORATION $33.63万0.00%2,942 51821.4% $5.92万 加仓
DCI DONALDSON INC $33.66万0.00%3,750 2487.1% $2.23万 加仓
XBI SPDR SERIES TRUST $33.68万0.00%2,128 -62-2.8% -$9,812 减仓
RPAY REPAY HLDGS CORP $33.80万0.00%80,487 2,3363.0% $9,811 加仓
HDEF DBX ETF TR $33.82万0.00%10,523 00.0% — 不变
GHC GRAHAM HLDGS CO $33.91万0.00%297 82.8% $9,134 加仓
PBA PEMBINA PIPELINE CORP $33.98万0.00%7,346 -57-0.8% -$2,636 减仓
AVA AVISTA CORP $34.00万0.00%8,311 8,311— $34.00万 新建仓
— SNAP INC $34.02万0.00%358,000 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $34.10万0.00%7,078 180.3% $867 加仓
ENS ENERSYS $34.11万0.00%1,459 1,459— $34.11万 新建仓
CGCV CAPITAL GROUP CONSERVATIVE E $34.13万0.00%10,400 10,400— $34.13万 新建仓
MTDR MATADOR RES CO $34.20万0.00%6,870 2924.4% $1.45万 加仓
LEA LEAR CORP $34.33万0.00%2,560 82047.1% $10.99万 加仓