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 |
|---|---|---|---|---|---|---|---|---|
| BG | BUNGE GLOBAL SA | $36.95万 | 0.00% | 2,904 | 632 | 27.8% | $8.04万 | 加仓 |
| B | BARRICK MNG CORP | $37.03万 | 0.00% | 9,077 | 1,498 | 19.8% | $6.11万 | 加仓 |
| TRMB | TRIMBLE INC | $37.19万 | 0.00% | 5,701 | 643 | 12.7% | $4.19万 | 加仓 |
| IETC | ISHARES U S ETF TR | $37.28万 | 0.00% | 4,217 | 1,717 | 68.7% | $15.18万 | 加仓 |
| MYRG | MYR GROUP INC | $37.52万 | 0.00% | 1,329 | 87 | 7.0% | $2.46万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $37.53万 | 0.00% | 9,417 | 1 | 0.0% | $40 | 重新持有 |
| IDA | IDACORP INC | $37.60万 | 0.00% | 2,630 | 202 | 8.3% | $2.89万 | 加仓 |
| CACI | CACI INTL INC | $37.74万 | 0.00% | 694 | 128 | 22.6% | $6.96万 | 加仓 |
| DTH | WISDOMTREE TR | $37.86万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $38.05万 | 0.00% | 8,953 | -11 | -0.1% | -$467 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $38.12万 | 0.00% | 9,908 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $38.23万 | 0.00% | 8,178 | -208 | -2.5% | -$9,723 | 减仓 |
| PNR | PENTAIR PLC | $38.28万 | 0.00% | 4,395 | -4,824 | -52.3% | -$42.02万 | 减仓 |
| TIP | ISHARES TR | $38.38万 | 0.00% | 3,477 | 22 | 0.6% | $2,428 | 加仓 |
| KEX | KIRBY CORP | $38.40万 | 0.00% | 2,890 | 2,890 | — | $38.40万 | 新建仓 |
| MUSA | MURPHY USA INC | $38.41万 | 0.00% | 777 | -80 | -9.3% | -$3.95万 | 减仓 |
| ZS | ZSCALER INC | $38.43万 | 0.00% | 2,739 | -409 | -13.0% | -$5.74万 | 减仓 |
| FOXA | FOX CORP | $38.57万 | 0.00% | 6,604 | -2,949 | -30.9% | -$17.22万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $38.62万 | 0.00% | 3,599 | 3,599 | — | $38.62万 | 新建仓 |
| CCJ | CAMECO CORP | $38.67万 | 0.00% | 3,560 | 107 | 3.1% | $1.16万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $38.87万 | 0.00% | 12,311 | 1,522 | 14.1% | $4.80万 | 加仓 |
| — | AIR LEASE CORP | $38.87万 | 0.00% | 5,986 | 2,747 | 84.8% | $17.84万 | 加仓 |
| R | RYDER SYS INC | $38.90万 | 0.00% | 1,900 | 726 | 61.8% | $14.86万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $39.03万 | 0.00% | 8,908 | 1,170 | 15.1% | $5.13万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $39.07万 | 0.00% | 17,158 | 1,182 | 7.4% | $2.69万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $39.45万 | 0.00% | 16,010 | 3,565 | 28.6% | $8.78万 | 加仓 |
| FNB | F N B CORP | $39.49万 | 0.00% | 23,620 | 309 | 1.3% | $5,166 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $39.73万 | 0.00% | 11,117 | -3,271 | -22.7% | -$11.69万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $39.78万 | 0.00% | 7,538 | 7,538 | — | $39.78万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $39.81万 | 0.00% | 2,483 | 2,483 | — | $39.81万 | 新建仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $39.92万 | 0.00% | 6,436 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $40.12万 | 0.00% | 1,508 | 314 | 26.3% | $8.35万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $40.27万 | 0.00% | 3,303 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $40.29万 | 0.00% | 1,405 | 392 | 38.7% | $11.24万 | 加仓 |
| OSK | OSHKOSH CORP | $40.29万 | 0.00% | 2,736 | 234 | 9.4% | $3.45万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $40.34万 | 0.00% | 2,002 | 122 | 6.5% | $2.46万 | 加仓 |
| SPB | SPECTRUM BRANDS INC | $40.44万 | 0.00% | 411,000 | -560,000 | -57.7% | -$55.11万 | 减仓 |
| ALC | ALCON AG | $40.45万 | 0.00% | 5,368 | -161 | -2.9% | -$1.21万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $40.48万 | 0.00% | 5,841 | -120 | -2.0% | -$8,317 | 减仓 |
| IWY | ISHARES TR | $40.49万 | 0.00% | 1,627 | 286 | 21.3% | $7.12万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $40.92万 | 0.00% | 9,939 | 1,806 | 22.2% | $7.44万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $41.11万 | 0.00% | 6,657 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $41.16万 | 0.00% | 3,057 | 1,821 | 147.3% | $24.52万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $41.16万 | 0.00% | 11,119 | 11,119 | — | $41.16万 | 新建仓 |
| WCC | WESCO INTL INC | $41.18万 | 0.00% | 1,505 | 193 | 14.7% | $5.28万 | 加仓 |
| CRD/A | CRAWFORD & CO | $41.33万 | 0.00% | 41,452 | -20,505 | -33.1% | -$20.44万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $41.37万 | 0.00% | 6,061 | 558 | 10.1% | $3.81万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $41.38万 | 0.00% | 82,263 | 16,515 | 25.1% | $8.31万 | 加仓 |
| CCK | CROWN HLDGS INC | $41.39万 | 0.00% | 4,129 | -57 | -1.4% | -$5,714 | 减仓 |
| — | PEBBLEBROOK HOTEL TR | $41.40万 | 0.00% | 422,000 | -938,000 | -69.0% | -$92.02万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $41.55万 | 0.00% | 5,428 | -165 | -3.0% | -$1.26万 | 减仓 |
| MTDR | MATADOR RES CO | $41.56万 | 0.00% | 6,578 | 6,578 | — | $41.56万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $41.76万 | 0.00% | 4,430 | -286 | -6.1% | -$2.70万 | 减仓 |
| AGYS | AGILYSYS INC | $41.90万 | 0.00% | 5,890 | -195 | -3.2% | -$1.39万 | 减仓 |
| BKH | BLACK HILLS CORP | $41.92万 | 0.00% | 6,039 | 1,149 | 23.5% | $7.98万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $42.03万 | 0.00% | 2,227 | 161 | 7.8% | $3.04万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $42.05万 | 0.00% | 16,017 | 2,191 | 15.8% | $5.75万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $42.06万 | 0.00% | 1,382 | -194 | -12.3% | -$5.90万 | 减仓 |
| NWG | NATWEST GROUP PLC | $42.26万 | 0.00% | 28,362 | 524 | 1.9% | $7,808 | 加仓 |
| ATR | APTARGROUP INC | $42.31万 | 0.00% | 3,357 | 862 | 34.5% | $10.86万 | 加仓 |
| DOCU | DOCUSIGN INC | $42.41万 | 0.00% | 8,945 | 4,916 | 122.0% | $23.31万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $42.52万 | 0.00% | 9,320 | -473 | -4.8% | -$2.16万 | 减仓 |
| KIM | KIMCO REALTY CORP | $42.77万 | 0.00% | 19,032 | 5,063 | 36.2% | $11.38万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $42.82万 | 0.00% | 5,201 | 1,090 | 26.5% | $8.97万 | 加仓 |
| — | REDFIN CORP | $43.00万 | 0.00% | 450,000 | -834,000 | -65.0% | -$79.69万 | 减仓 |
| ALLY | ALLY FINL INC | $43.04万 | 0.00% | 10,971 | 4,513 | 69.9% | $17.70万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $43.49万 | 0.00% | 5,337 | 1,297 | 32.1% | $10.57万 | 加仓 |
| MBB | ISHARES TR | $43.61万 | 0.00% | 4,593 | -873 | -16.0% | -$8.29万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $43.78万 | 0.00% | 16,565 | 4,565 | 38.0% | $12.07万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $43.81万 | 0.00% | 5,614 | -574 | -9.3% | -$4.48万 | 减仓 |
| FN | FABRINET | $43.86万 | 0.00% | 841 | 115 | 15.8% | $6.00万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $43.89万 | 0.00% | 14,010 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $43.96万 | 0.00% | 9,471 | 4,629 | 95.6% | $21.49万 | 加仓 |
| COWG | PACER FDS TR | $44.19万 | 0.00% | 13,097 | -14,410 | -52.4% | -$48.62万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $44.26万 | 0.00% | 6,101 | 559 | 10.1% | $4.06万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $44.56万 | 0.00% | 6,423 | 1,151 | 21.8% | $7.99万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $44.65万 | 0.00% | 20,941 | 20,941 | — | $44.65万 | 新建仓 |
| ISTB | ISHARES TR | $44.82万 | 0.00% | 9,248 | 133 | 1.5% | $6,445 | 加仓 |
| IX | ORIX CORP | $44.83万 | 0.00% | 14,949 | 1,786 | 13.6% | $5.36万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $44.88万 | 0.00% | 2,079 | -85 | -3.9% | -$1.83万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $44.89万 | 0.00% | 2,709 | 239 | 9.7% | $3.96万 | 加仓 |
| IXJ | ISHARES TR | $44.92万 | 0.00% | 4,801 | -9 | -0.2% | -$842 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $45.20万 | 0.00% | 8,441 | 2,552 | 43.3% | $13.67万 | 加仓 |
| POOL | POOL CORP | $45.26万 | 0.00% | 2,237 | 1,064 | 90.7% | $21.53万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $45.32万 | 0.00% | 4,605 | 1,608 | 53.7% | $15.83万 | 加仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $45.48万 | 0.00% | 459,000 | -1,001,000 | -68.6% | -$99.18万 | 减仓 |
| XT | ISHARES TR | $45.49万 | 0.00% | 6,675 | -850 | -11.3% | -$5.79万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $45.50万 | 0.00% | 1,914 | 392 | 25.8% | $9.32万 | 加仓 |
| RS | RELIANCE INC | $45.56万 | 0.00% | 1,499 | 285 | 23.5% | $8.66万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $45.64万 | 0.00% | 8,079 | 4,016 | 98.8% | $22.69万 | 加仓 |
| AMLP | ALPS ETF TR | $45.66万 | 0.00% | 8,674 | 291 | 3.5% | $1.53万 | 加仓 |
| IEX | IDEX CORP | $45.74万 | 0.00% | 2,413 | 105 | 4.5% | $1.99万 | 加仓 |
| ALLE | ALLEGION PLC | $45.84万 | 0.00% | 3,155 | -39 | -1.2% | -$5,666 | 减仓 |
| GLDM | WORLD GOLD TR | $45.97万 | 0.00% | 4,959 | -246 | -4.7% | -$2.28万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO 看跌期权 | $46.01万 | 0.00% | 7,500 | 7,500 | — | $46.01万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $46.16万 | 0.00% | 2,676 | 148 | 5.9% | $2.55万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $46.18万 | 0.00% | 16,854 | 539 | 3.3% | $1.48万 | 加仓 |
| SHLD | GLOBAL X FDS | $46.35万 | 0.00% | 6,543 | 443 | 7.3% | $3.14万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $46.37万 | 0.00% | 99,071 | 785 | 0.8% | $3,674 | 加仓 |
| NNN | NNN REIT INC | $46.46万 | 0.00% | 11,054 | 4,161 | 60.4% | $17.49万 | 加仓 |