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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | EQUITY RESIDENTIAL | $41.74万 | 0.00% | 6,144 | 261 | 4.4% | $1.77万 | 加仓 |
| COKE | COCA COLA CONS INC | $41.93万 | 0.00% | 2,196 | 615 | 38.9% | $11.74万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $41.98万 | 0.00% | 2,962 | 2,962 | — | $41.98万 | 新建仓 |
| — | PEBBLEBROOK HOTEL TR | $42.06万 | 0.00% | 422,000 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $42.19万 | 0.00% | 4,671 | 1,927 | 70.2% | $17.40万 | 加仓 |
| HEFA | ISHARES TR | $42.21万 | 0.00% | 8,994 | 41 | 0.5% | $1,924 | 加仓 |
| GAP | GAP INC | $42.32万 | 0.00% | 22,652 | 8,477 | 59.8% | $15.84万 | 加仓 |
| NBCR | NEUBERGER BERMAN ETF TRUST | $42.56万 | 0.00% | 12,730 | 12,730 | — | $42.56万 | 新建仓 |
| ETSY | ETSY INC | $42.58万 | 0.00% | 5,652 | 1,023 | 22.1% | $7.71万 | 加仓 |
| RKT | ROCKET COS INC | $42.59万 | 0.00% | 27,040 | 1,258 | 4.9% | $1.98万 | 加仓 |
| IBN | ICICI BANK LIMITED | $42.70万 | 0.00% | 14,710 | 3,689 | 33.5% | $10.71万 | 加仓 |
| SPB | SPECTRUM BRANDS INC | $42.72万 | 0.00% | 411,000 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $42.84万 | 0.00% | 14,606 | -2,552 | -14.9% | -$7.49万 | 减仓 |
| DB | DEUTSCHE BK AG | $42.87万 | 0.00% | 12,697 | 1,249 | 10.9% | $4.22万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $42.93万 | 0.00% | 9,784 | 444 | 4.8% | $1.95万 | 加仓 |
| MBB | ISHARES TR | $42.98万 | 0.00% | 4,547 | -46 | -1.0% | -$4,348 | 减仓 |
| RBA | RB GLOBAL INC | $42.98万 | 0.00% | 3,691 | 493 | 15.4% | $5.74万 | 加仓 |
| RNST | RENASANT CORP | $43.08万 | 0.00% | 10,126 | 346 | 3.5% | $1.47万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $43.16万 | 0.00% | 11,985 | 866 | 7.8% | $3.12万 | 加仓 |
| MUSA | MURPHY USA INC | $43.26万 | 0.00% | 802 | 25 | 3.2% | $1.35万 | 加仓 |
| SGOV | ISHARES TR | $43.30万 | 0.00% | 4,301 | -548 | -11.3% | -$5.52万 | 减仓 |
| RACE | FERRARI N V | $43.36万 | 0.00% | 1,164 | 110 | 10.4% | $4.10万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $43.40万 | 0.00% | 3,977 | 3,977 | — | $43.40万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $43.41万 | 0.00% | 4,277 | -1,413 | -24.8% | -$14.34万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $43.42万 | 0.00% | 11,200 | 186 | 1.7% | $7,211 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $43.53万 | 0.00% | 8,399 | 861 | 11.4% | $4.46万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $43.54万 | 0.00% | 14,488 | 3,654 | 33.7% | $10.98万 | 加仓 |
| — | REDFIN CORP | $43.63万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $43.67万 | 0.00% | 11,209 | 4,207 | 60.1% | $16.39万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $43.82万 | 0.00% | 32,558 | 10,938 | 50.6% | $14.72万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $43.82万 | 0.00% | 1,236 | -186 | -13.1% | -$6.60万 | 减仓 |
| UDR | UDR INC | $44.30万 | 0.00% | 11,098 | 2,947 | 36.2% | $11.76万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $44.43万 | 0.00% | 9,200 | 9,200 | — | $44.43万 | 新建仓 |
| PAVE | GLOBAL X FDS | $44.47万 | 0.00% | 7,547 | 1,779 | 30.8% | $10.48万 | 加仓 |
| USO | UNITED STS OIL FD LP | $44.64万 | 0.00% | 4,194 | -124 | -2.9% | -$1.32万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $44.66万 | 0.00% | 5,656 | 1,037 | 22.5% | $8.19万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $44.70万 | 0.00% | 5,526 | 397 | 7.7% | $3.21万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $44.73万 | 0.00% | 8,148 | 886 | 12.2% | $4.86万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $44.77万 | 0.00% | 13,456 | 13,456 | — | $44.77万 | 新建仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $44.78万 | 0.00% | 8,885 | 8,885 | — | $44.78万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $44.87万 | 0.00% | 9,972 | 9,972 | — | $44.87万 | 新建仓 |
| ZS | ZSCALER INC | $44.91万 | 0.00% | 3,182 | 443 | 16.2% | $6.25万 | 加仓 |
| AMLP | ALPS ETF TR | $44.97万 | 0.00% | 8,674 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $44.99万 | 0.00% | 8,990 | 103 | 1.2% | $5,154 | 加仓 |
| CLH | CLEAN HARBORS INC | $44.99万 | 0.00% | 1,506 | 101 | 7.2% | $3.02万 | 加仓 |
| OGS | ONE GAS INC | $45.02万 | 0.00% | 5,841 | 1,620 | 38.4% | $12.49万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $45.09万 | 0.00% | 5,186 | 5,186 | — | $45.09万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $45.09万 | 0.00% | 5,472 | 358 | 7.0% | $2.95万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $45.11万 | 0.00% | 35,350 | 1,221 | 3.6% | $1.56万 | 加仓 |
| ORI | OLD REP INTL CORP | $45.32万 | 0.00% | 11,075 | -2,487 | -18.3% | -$10.18万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $45.43万 | 0.00% | 1,711 | -469 | -21.5% | -$12.45万 | 减仓 |
| ESML | ISHARES TR | $45.47万 | 0.00% | 8,129 | 8,129 | — | $45.47万 | 新建仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $45.48万 | 0.00% | 459,000 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $45.78万 | 0.00% | 6,752 | -1,689 | -20.0% | -$11.45万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $46.12万 | 0.00% | 1,378 | 281 | 25.6% | $9.40万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $46.17万 | 0.00% | 9,357 | -16,244 | -63.5% | -$80.15万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $46.20万 | 0.00% | 3,303 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $46.25万 | 0.00% | 100,102 | 1,031 | 1.0% | $4,763 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $46.36万 | 0.00% | 8,487 | 269 | 3.3% | $1.47万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $46.36万 | 0.00% | 19,071 | 5,124 | 36.7% | $12.46万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $46.39万 | 0.00% | 8,444 | 930 | 12.4% | $5.11万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $46.40万 | 0.00% | 23,006 | 2,661 | 13.1% | $5.37万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $46.69万 | 0.00% | 3,919 | 947 | 31.9% | $11.28万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $46.81万 | 0.00% | 2,064 | 410 | 24.8% | $9.30万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $46.86万 | 0.00% | 1,197 | 16 | 1.4% | $6,263 | 加仓 |
| HUBS | HUBSPOT INC | $47.11万 | 0.00% | 2,581 | -134 | -4.9% | -$2.45万 | 减仓 |
| SOLV | SOLVENTUM CORP | $47.17万 | 0.00% | 6,114 | 1,822 | 42.5% | $14.06万 | 加仓 |
| MHK | MOHAWK INDS INC | $47.22万 | 0.00% | 3,891 | -977 | -20.1% | -$11.86万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $47.23万 | 0.00% | 32,237 | 10,170 | 46.1% | $14.90万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $47.27万 | 0.00% | 1,738 | 340 | 24.3% | $9.25万 | 重新持有 |
| IWY | ISHARES TR | $47.28万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $47.43万 | 0.00% | 7,644 | 3,493 | 84.1% | $21.67万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $47.71万 | 0.00% | 4,256 | 710 | 20.0% | $7.96万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $47.81万 | 0.00% | 1,708 | -560 | -24.7% | -$15.68万 | 减仓 |
| HDB | HDFC BANK LTD | $47.82万 | 0.00% | 18,512 | 5,635 | 43.8% | $14.56万 | 加仓 |
| TTC | TORO CO | $47.92万 | 0.00% | 4,919 | -449 | -8.4% | -$4.37万 | 减仓 |
| KIM | KIMCO REALTY CORP | $48.12万 | 0.00% | 18,980 | -52 | -0.3% | -$1,318 | 减仓 |
| MEAR | ISHARES U S ETF TR | $48.28万 | 0.00% | 9,584 | 3,112 | 48.1% | $15.68万 | 加仓 |
| NOK | NOKIA CORP | $48.38万 | 0.00% | 36,430 | 11,703 | 47.3% | $15.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.46万 | 0.00% | 5,884 | -3,278 | -35.8% | -$26.99万 | 减仓 |
| FN | FABRINET | $48.62万 | 0.00% | 865 | 24 | 2.9% | $1.35万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $48.76万 | 0.00% | 11,016 | 5,211 | 89.8% | $23.06万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $48.92万 | 0.00% | 11,193 | 1,193 | 11.9% | $5.21万 | 加仓 |
| GEN | GEN DIGITAL INC | $49.09万 | 0.00% | 19,724 | 1,970 | 11.1% | $4.90万 | 加仓 |
| BUG | GLOBAL X FDS | $49.23万 | 0.00% | 12,890 | 12,890 | — | $49.23万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $49.54万 | 0.00% | 7,551 | -1,260 | -14.3% | -$8.27万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $49.69万 | 0.00% | 6,272 | 171 | 2.8% | $1.35万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $49.94万 | 0.00% | 27,636 | 7,431 | 36.8% | $13.43万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $49.99万 | 0.00% | 18,385 | 1,531 | 9.1% | $4.16万 | 加仓 |
| NWSA | NEWS CORP NEW | $50.06万 | 0.00% | 20,162 | 8,123 | 67.5% | $20.17万 | 加仓 |
| ISTB | ISHARES TR | $50.34万 | 0.00% | 10,433 | 1,185 | 12.8% | $5.72万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $50.35万 | 0.00% | 12,907 | 1,951 | 17.8% | $7.61万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $50.36万 | 0.00% | 9,801 | 4,928 | 101.1% | $25.32万 | 加仓 |
| SHYD | VANECK ETF TRUST | $50.40万 | 0.00% | 22,007 | 121 | 0.6% | $2,771 | 加仓 |
| IGSB | ISHARES TR | $50.43万 | 0.00% | 9,623 | -3,250 | -25.2% | -$17.03万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $50.52万 | 0.00% | 14,010 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $50.53万 | 0.00% | 3,792 | 3,792 | — | $50.53万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $50.64万 | 0.00% | 22,647 | -2,460 | -9.8% | -$5.50万 | 减仓 |
| KEX | KIRBY CORP | $50.72万 | 0.00% | 3,730 | 840 | 29.1% | $11.42万 | 加仓 |
| MCHI | ISHARES TR | $50.74万 | 0.00% | 9,945 | 278 | 2.9% | $1.42万 | 加仓 |