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 |
|---|---|---|---|---|---|---|---|---|
| LINE | LINEAGE INC | $34.35万 | 0.00% | 7,943 | 7,943 | — | $34.35万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $34.38万 | 0.00% | 7,210 | -1,698 | -19.1% | -$8.10万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $34.42万 | 0.00% | 7,971 | 2,901 | 57.2% | $12.53万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $34.43万 | 0.00% | 4,390 | 232 | 5.6% | $1.82万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $34.46万 | 0.00% | 10,329 | 314 | 3.1% | $1.05万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $34.48万 | 0.00% | 9,448 | 9,448 | — | $34.48万 | 新建仓 |
| — | VICTORY PORTFOLIOS II | $34.48万 | 0.00% | 5,257 | -1,400 | -21.0% | -$9.18万 | 减仓 |
| RHI | ROBERT HALF INC. | $34.49万 | 0.00% | 11,236 | 2,892 | 34.7% | $8.88万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $34.54万 | 0.00% | 4,453 | 4,453 | — | $34.54万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $34.65万 | 0.00% | 74,998 | 4,320 | 6.1% | $2.00万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $34.68万 | 0.00% | 2,711 | 220 | 8.8% | $2.81万 | 加仓 |
| AN | AUTONATION INC | $34.89万 | 0.00% | 1,878 | 625 | 49.9% | $11.61万 | 加仓 |
| VAW | VANGUARD WORLD FD | $34.97万 | 0.00% | 1,528 | 2 | 0.1% | $458 | 加仓 |
| NOVT | NOVANTA INC | $35.06万 | 0.00% | 2,161 | 172 | 8.6% | $2.79万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $35.07万 | 0.00% | 3,947 | 1,479 | 59.9% | $13.14万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $35.08万 | 0.00% | 6,753 | 518 | 8.3% | $2.69万 | 加仓 |
| WSBC | WESBANCO INC | $35.08万 | 0.00% | 8,989 | 8,989 | — | $35.08万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $35.13万 | 0.00% | 5,760 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $35.24万 | 0.00% | 5,855 | 5,855 | — | $35.24万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $35.29万 | 0.00% | 21,200 | 170 | 0.8% | $2,830 | 加仓 |
| ATR | APTARGROUP INC | $35.34万 | 0.00% | 2,822 | -535 | -15.9% | -$6.70万 | 减仓 |
| TOST | TOAST INC | $35.46万 | 0.00% | 12,748 | 315 | 2.5% | $8,763 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $35.48万 | 0.00% | 15,594 | 2,495 | 19.0% | $5.68万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $35.59万 | 0.00% | 15,988 | 525 | 3.4% | $1.17万 | 加仓 |
| PII | POLARIS INC | $35.69万 | 0.00% | 5,215 | 2,030 | 63.7% | $13.89万 | 重新持有 |
| — | FORTRESS BIOTECH INC | $35.70万 | 0.00% | 116,675 | -3,500 | -2.9% | -$1.07万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $35.78万 | 0.00% | 3,998 | -1,203 | -23.1% | -$10.77万 | 减仓 |
| IUSB | ISHARES TR | $35.96万 | 0.00% | 7,792 | 1,036 | 15.3% | $4.78万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $35.98万 | 0.00% | 5,564 | 5,564 | — | $35.98万 | 新建仓 |
| APTV | APTIV PLC | $36.04万 | 0.00% | 5,871 | 652 | 12.5% | $4.00万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $36.10万 | 0.00% | 567 | 567 | — | $36.10万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $36.49万 | 0.00% | 23,211 | 9,038 | 63.8% | $14.21万 | 加仓 |
| URA | GLOBAL X FDS | $36.49万 | 0.00% | 8,350 | -8,084 | -49.2% | -$35.33万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $36.51万 | 0.00% | 12,864 | 4,038 | 45.8% | $11.46万 | 加仓 |
| TRS | TRIMAS CORP | $36.64万 | 0.00% | 8,136 | 221 | 2.8% | $9,953 | 加仓 |
| IVLU | ISHARES TR | $36.67万 | 0.00% | 8,769 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $36.68万 | 0.00% | 1,258 | 1,258 | — | $36.68万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $36.70万 | 0.00% | 6,549 | 6,549 | — | $36.70万 | 新建仓 |
| RLI | RLI CORP | $36.88万 | 0.00% | 6,244 | 6,244 | — | $36.88万 | 新建仓 |
| AWR | AMER STATES WTR CO | $36.89万 | 0.00% | 4,465 | 4,465 | — | $36.89万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $36.95万 | 0.00% | 12,010 | 12,010 | — | $36.95万 | 新建仓 |
| AIZ | ASSURANT INC | $37.08万 | 0.00% | 1,381 | 80 | 6.1% | $2.15万 | 加仓 |
| PBF | PBF ENERGY INC | $37.35万 | 0.00% | 8,205 | 8,205 | — | $37.35万 | 新建仓 |
| LAD | LITHIA MTRS INC | $37.42万 | 0.00% | 1,288 | 1,288 | — | $37.42万 | 新建仓 |
| RELX | RELX PLC | $37.58万 | 0.00% | 11,864 | -8,280 | -41.1% | -$26.22万 | 减仓 |
| MRCY | MERCURY SYS INC | $37.59万 | 0.00% | 3,073 | 3,073 | — | $37.59万 | 新建仓 |
| SF | STIFEL FINL CORP | $37.70万 | 0.00% | 5,404 | -4,011 | -42.6% | -$27.99万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $37.71万 | 0.00% | 1,720 | 1,720 | — | $37.71万 | 新建仓 |
| IYH | ISHARES TR | $37.76万 | 0.00% | 5,634 | 316 | 5.9% | $2.12万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $37.83万 | 0.00% | 1,436 | -261 | -15.4% | -$6.87万 | 减仓 |
| VIRT | VIRTU FINL INC | $37.91万 | 0.00% | 6,364 | 6,364 | — | $37.91万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $37.97万 | 0.00% | 1,902 | -32 | -1.7% | -$6,389 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $38.12万 | 0.00% | 4,934 | 4,934 | — | $38.12万 | 新建仓 |
| TFSL | TFS FINL CORP | $38.17万 | 0.00% | 21,541 | -3,194 | -12.9% | -$5.66万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $38.20万 | 0.00% | 9,357 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $38.28万 | 0.00% | 3,218 | 3,218 | — | $38.28万 | 新建仓 |
| OKTA | OKTA INC | $38.29万 | 0.00% | 2,806 | 49 | 1.8% | $6,686 | 加仓 |
| IOO | ISHARES TR | $38.36万 | 0.00% | 2,808 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $38.51万 | 0.00% | 3,373 | -2,027 | -37.5% | -$23.14万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $38.53万 | 0.00% | 4,990 | 1,840 | 58.4% | $14.21万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $38.64万 | 0.00% | 3,569 | 813 | 29.5% | $8.80万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $38.68万 | 0.00% | 8,840 | -1,099 | -11.1% | -$4.81万 | 减仓 |
| KRC | KILROY REALTY CORP | $38.74万 | 0.00% | 10,338 | 10,338 | — | $38.74万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $38.78万 | 0.00% | 3,579 | 622 | 21.0% | $6.74万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $38.95万 | 0.00% | 1,922 | 161 | 9.1% | $3.26万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $39.05万 | 0.00% | 15,078 | 1,530 | 11.3% | $3.96万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $39.15万 | 0.00% | 11,062 | 537 | 5.1% | $1.90万 | 加仓 |
| VICR | VICOR CORP | $39.27万 | 0.00% | 1,034 | 1,034 | — | $39.27万 | 新建仓 |
| IHDG | WISDOMTREE TR | $39.28万 | 0.00% | 7,500 | 7,500 | — | $39.28万 | 新建仓 |
| DBEF | DBX ETF TR | $39.30万 | 0.00% | 7,194 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $39.31万 | 0.00% | 9,958 | 238 | 2.4% | $9,395 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $39.37万 | 0.00% | 2,274 | 42 | 1.9% | $7,272 | 加仓 |
| W | WAYFAIR INC | $39.40万 | 0.00% | 4,263 | 4,263 | — | $39.40万 | 新建仓 |
| ARGX | ARGENX SE | $39.40万 | 0.00% | 424 | 56 | 15.2% | $5.20万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $39.48万 | 0.00% | 1,128 | -79 | -6.5% | -$2.77万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $39.50万 | 0.00% | 1,373 | -87 | -6.0% | -$2.50万 | 减仓 |
| PINS | PINTEREST INC | $39.51万 | 0.00% | 18,788 | 282 | 1.5% | $5,930 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $39.73万 | 0.00% | 5,497 | 5,497 | — | $39.73万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $39.97万 | 0.00% | 3,459 | -200 | -5.5% | -$2.31万 | 减仓 |
| MORN | MORNINGSTAR INC | $39.97万 | 0.00% | 2,562 | 796 | 45.1% | $12.42万 | 加仓 |
| CLX | CLOROX CO DEL | $40.15万 | 0.00% | 4,206 | -904 | -17.7% | -$8.63万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $40.16万 | 0.00% | 8,762 | 200 | 2.3% | $9,166 | 加仓 |
| WAFD | WAFD INC | $40.34万 | 0.00% | 10,514 | 356 | 3.5% | $1.37万 | 加仓 |
| ENVA | ENOVA INTL INC | $40.37万 | 0.00% | 1,677 | 51 | 3.1% | $1.23万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $40.38万 | 0.00% | 3,988 | 42 | 1.1% | $4,253 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $40.40万 | 0.00% | 9,945 | -14,528 | -59.4% | -$59.01万 | 减仓 |
| CCK | CROWN HLDGS INC | $40.48万 | 0.00% | 3,620 | -509 | -12.3% | -$5.69万 | 减仓 |
| ALV | AUTOLIV INC | $40.49万 | 0.00% | 3,485 | 1,095 | 45.8% | $12.72万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $40.53万 | 0.00% | 9,908 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $40.63万 | 0.00% | 3,410 | 371 | 12.2% | $4.42万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $40.74万 | 0.00% | 15,375 | 15,375 | — | $40.74万 | 新建仓 |
| HEI | HEICO CORP NEW | $40.78万 | 0.00% | 1,145 | -15 | -1.3% | -$5,343 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $40.82万 | 0.00% | 4,987 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $40.96万 | 0.00% | 4,959 | -561 | -10.2% | -$4.63万 | 减仓 |
| CART | MAPLEBEAR INC | $41.01万 | 0.00% | 8,662 | -301 | -3.4% | -$1.43万 | 减仓 |
| BOH | BANK HAWAII CORP | $41.07万 | 0.00% | 5,040 | 753 | 17.6% | $6.14万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $41.36万 | 0.00% | 2,211 | -16 | -0.7% | -$2,993 | 减仓 |
| CCJ | CAMECO CORP | $41.37万 | 0.00% | 4,061 | 501 | 14.1% | $5.10万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $41.54万 | 0.00% | 3,974 | 1,234 | 45.0% | $12.90万 | 加仓 |
| ACM | AECOM | $41.66万 | 0.00% | 5,968 | -396 | -6.2% | -$2.76万 | 减仓 |