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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $46.64万 | 0.00% | 3,442 | 54 | 1.6% | $7,316 | 加仓 |
| MKSI | MKS INC. | $46.74万 | 0.00% | 2,034 | 2,034 | — | $46.74万 | 新建仓 |
| — | WISDOMTREE TR | $46.80万 | 0.00% | 4,625 | 4,625 | — | $46.80万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $46.92万 | 0.00% | 2,872 | 728 | 34.0% | $11.89万 | 加仓 |
| DXCM | DEXCOM INC | $46.94万 | 0.00% | 7,474 | 2,516 | 50.7% | $15.80万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $46.97万 | 0.00% | 3,582 | 806 | 29.0% | $10.57万 | 加仓 |
| ARKK | ARK ETF TR | $47.12万 | 0.00% | 6,971 | -1,946 | -21.8% | -$13.15万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $47.49万 | 0.00% | 1,166 | -213 | -15.4% | -$8.67万 | 减仓 |
| TOL | TOLL BROTHERS INC | $47.55万 | 0.00% | 3,484 | 362 | 11.6% | $4.94万 | 加仓 |
| IFRA | ISHARES TR | $47.79万 | 0.00% | 8,354 | 38 | 0.5% | $2,174 | 加仓 |
| GDDY | GODADDY INC | $47.82万 | 0.00% | 5,784 | 1,181 | 25.7% | $9.76万 | 加仓 |
| MHK | MOHAWK INDS INC | $47.94万 | 0.00% | 4,868 | 1,598 | 48.9% | $15.74万 | 加仓 |
| PTC | PTC INC | $48.09万 | 0.00% | 3,375 | 289 | 9.4% | $4.12万 | 加仓 |
| — | MASIMO CORP | $48.10万 | 0.00% | 2,704 | 367 | 15.7% | $6.53万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $48.14万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $48.25万 | 0.00% | 13,846 | 513 | 3.8% | $1.79万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $48.56万 | 0.00% | 11,767 | 1,689 | 16.8% | $6.97万 | 加仓 |
| MDB | MONGODB INC | $48.59万 | 0.00% | 1,985 | 865 | 77.2% | $21.17万 | 加仓 |
| SGOV | ISHARES TR | $48.81万 | 0.00% | 4,849 | 2,739 | 129.8% | $27.57万 | 重新持有 |
| KB | KB FINL GROUP INC | $48.82万 | 0.00% | 4,895 | 1,640 | 50.4% | $16.36万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $48.88万 | 0.00% | 4,470 | -185 | -4.0% | -$2.02万 | 减仓 |
| ARTY | ISHARES TR | $48.98万 | 0.00% | 10,525 | 1,249 | 13.5% | $5.81万 | 加仓 |
| RGLD | ROYAL GOLD INC | $49.23万 | 0.00% | 1,934 | 215 | 12.5% | $5.47万 | 加仓 |
| MAS | MASCO CORP | $49.26万 | 0.00% | 8,160 | 541 | 7.1% | $3.27万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $49.46万 | 0.00% | 16,260 | 4,010 | 32.7% | $12.20万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $49.48万 | 0.00% | 5,456 | -67 | -1.2% | -$6,076 | 减仓 |
| SHYD | VANECK ETF TRUST | $49.59万 | 0.00% | 21,886 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $49.71万 | 0.00% | 29,259 | 14,118 | 93.2% | $23.99万 | 加仓 |
| INTF | ISHARES TR | $49.88万 | 0.00% | 12,802 | -1,951 | -13.2% | -$7.60万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $49.94万 | 0.00% | 5,129 | 622 | 13.8% | $6.06万 | 加仓 |
| HRB | BLOCK H & R INC | $50.04万 | 0.00% | 15,767 | 4,734 | 42.9% | $15.03万 | 加仓 |
| TTC | TORO CO | $50.16万 | 0.00% | 5,368 | 663 | 14.1% | $6.20万 | 加仓 |
| OGE | OGE ENERGY CORP | $50.33万 | 0.00% | 10,495 | 2,491 | 31.1% | $11.95万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $50.59万 | 0.00% | 4,405 | 584 | 15.3% | $6.71万 | 加仓 |
| CHWY | CHEWY INC | $50.60万 | 0.00% | 18,739 | 12,250 | 188.8% | $33.08万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $50.66万 | 0.00% | 6,302 | -1,521 | -19.4% | -$12.23万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $50.83万 | 0.00% | 8,218 | 8,218 | — | $50.83万 | 新建仓 |
| FLOT | ISHARES TR | $50.87万 | 0.00% | 9,983 | -2,450 | -19.7% | -$12.48万 | 减仓 |
| COO | COOPER COS INC | $50.91万 | 0.00% | 7,120 | 2,985 | 72.2% | $21.34万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $51.06万 | 0.00% | 27,947 | 5,544 | 24.7% | $10.13万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $51.10万 | 0.00% | 555,000 | 555,000 | — | $51.10万 | 新建仓 |
| AOA | ISHARES TR | $51.18万 | 0.00% | 5,784 | -691 | -10.7% | -$6.11万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $51.36万 | 0.00% | 2,547 | 352 | 16.0% | $7.10万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $51.45万 | 0.00% | 5,514 | 891 | 19.3% | $8.31万 | 加仓 |
| IVES | WEDBUSH SER TR | $51.58万 | 0.00% | 18,181 | 18,181 | — | $51.58万 | 新建仓 |
| HAS | HASBRO INC | $51.67万 | 0.00% | 5,520 | 315 | 6.1% | $2.95万 | 加仓 |
| WF | WOORI FINL GROUP INC | $51.75万 | 0.00% | 7,770 | 1,550 | 24.9% | $10.32万 | 加仓 |
| TRU | TRANSUNION | $51.91万 | 0.00% | 7,503 | 929 | 14.1% | $6.43万 | 加仓 |
| ABCB | AMERIS BANCORP | $52.08万 | 0.00% | 6,677 | -70 | -1.0% | -$5,459 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $52.55万 | 0.00% | 10,593 | -1,373 | -11.5% | -$6.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $52.56万 | 0.00% | 15,001 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $52.83万 | 0.00% | 2,576 | 10 | 0.4% | $2,051 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $52.85万 | 0.00% | 8,811 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $52.96万 | 0.00% | 5,110 | 189 | 3.8% | $1.96万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $52.99万 | 0.00% | 6,157 | 6,157 | — | $52.99万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $53.00万 | 0.00% | 3,976 | 1,678 | 73.0% | $22.37万 | 重新持有 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $53.10万 | 0.00% | 25,107 | 7,624 | 43.6% | $16.13万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $53.16万 | 0.00% | 3,222 | 658 | 25.7% | $10.86万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $53.27万 | 0.00% | 7,496 | 1,588 | 26.9% | $11.29万 | 加仓 |
| G | GENPACT LIMITED | $53.28万 | 0.00% | 14,303 | 2,535 | 21.5% | $9.44万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $53.29万 | 0.00% | 60,015 | -9,173 | -13.3% | -$8.15万 | 减仓 |
| SSRM | SSR MINING IN | $53.35万 | 0.00% | 18,160 | 2,552 | 16.4% | $7.50万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $53.46万 | 0.00% | 21,556 | -65 | -0.3% | -$1,612 | 减仓 |
| ACWX | ISHARES TR | $53.46万 | 0.00% | 7,808 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $53.51万 | 0.00% | 27,266 | -59,506 | -68.6% | -$116.78万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $53.58万 | 0.00% | 8,737 | 2,413 | 38.2% | $14.80万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $53.67万 | 0.00% | 2,023 | 861 | 74.1% | $22.84万 | 加仓 |
| THG | HANOVER INS GROUP INC | $53.74万 | 0.00% | 3,100 | 376 | 13.8% | $6.52万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $53.75万 | 0.00% | 12,097 | 2,888 | 31.4% | $12.83万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $53.79万 | 0.00% | 6,622 | 929 | 16.3% | $7.55万 | 加仓 |
| ACM | AECOM | $53.98万 | 0.00% | 6,364 | 2,504 | 64.9% | $21.24万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $54.01万 | 0.00% | 17,587 | 9,972 | 131.0% | $30.62万 | 加仓 |
| MOS | MOSAIC CO | $54.09万 | 0.00% | 21,210 | 12,337 | 139.0% | $31.46万 | 加仓 |
| ORI | OLD REP INTL CORP | $54.11万 | 0.00% | 13,562 | 624 | 4.8% | $2.49万 | 加仓 |
| — | MGP INGREDIENTS INC NEW | $54.29万 | 0.00% | 567,000 | -1,009,000 | -64.0% | -$96.62万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $54.30万 | 0.00% | 2,180 | 727 | 50.0% | $18.11万 | 加仓 |
| MCHI | ISHARES TR | $54.31万 | 0.00% | 9,667 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $54.45万 | 0.00% | 689 | 689 | — | $54.45万 | 新建仓 |
| AVSD | AMERICAN CENTY ETF TR | $54.46万 | 0.00% | 7,395 | -2,250 | -23.3% | -$16.57万 | 减仓 |
| OC | OWENS CORNING NEW | $54.92万 | 0.00% | 5,075 | 551 | 12.2% | $5.96万 | 加仓 |
| USO | UNITED STS OIL FD LP | $54.95万 | 0.00% | 4,318 | 168 | 4.0% | $2.14万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $55.01万 | 0.00% | 2,910 | 626 | 27.4% | $11.83万 | 加仓 |
| ITA | ISHARES TR | $55.50万 | 0.00% | 2,537 | 754 | 42.3% | $16.49万 | 加仓 |
| IGF | ISHARES TR | $55.60万 | 0.00% | 8,298 | -2,248 | -21.3% | -$15.06万 | 减仓 |
| STE | STERIS PLC | $55.93万 | 0.00% | 2,529 | -614 | -19.5% | -$13.58万 | 减仓 |
| AES | AES CORP | $56.06万 | 0.00% | 39,784 | 2,641 | 7.1% | $3.72万 | 加仓 |
| INCY | INCYTE CORP | $56.36万 | 0.00% | 5,988 | -94 | -1.5% | -$8,847 | 减仓 |
| MELI | MERCADOLIBRE INC | $56.40万 | 0.00% | 326 | 58 | 21.6% | $10.03万 | 加仓 |
| BCS | BARCLAYS PLC | $56.52万 | 0.00% | 26,710 | 2,205 | 9.0% | $4.67万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $56.70万 | 0.00% | 5,628 | 2,249 | 66.6% | $22.66万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $56.76万 | 0.00% | 27,789 | 1,614 | 6.2% | $3.30万 | 加仓 |
| CR | CRANE COMPANY | $56.92万 | 0.00% | 3,328 | 647 | 24.1% | $11.06万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $56.93万 | 0.00% | 24,031 | 3,593 | 17.6% | $8.51万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $57.12万 | 0.00% | 5,558 | -575 | -9.4% | -$5.91万 | 减仓 |
| FNV | FRANCO NEV CORP | $57.14万 | 0.00% | 2,313 | 10 | 0.4% | $2,471 | 加仓 |
| SCI | SERVICE CORP INTL | $57.30万 | 0.00% | 6,944 | -1,405 | -16.8% | -$11.59万 | 减仓 |
| CPAY | CORPAY INC | $57.44万 | 0.00% | 1,973 | 232 | 13.3% | $6.75万 | 加仓 |
| ARMK | ARAMARK | $57.59万 | 0.00% | 14,204 | 3,522 | 33.0% | $14.28万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $57.75万 | 0.00% | 13,607 | 3,241 | 31.3% | $13.75万 | 加仓 |
| FICO | FAIR ISAAC CORP | $57.75万 | 0.00% | 541 | -27 | -4.8% | -$2.88万 | 减仓 |