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 |
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP | $57.83万 | 0.00% | 3,675 | 277 | 8.2% | $4.36万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $57.85万 | 0.00% | 16,305 | -508 | -3.0% | -$1.80万 | 减仓 |
| USRT | ISHARES TR | $58.09万 | 0.00% | 9,814 | -146 | -1.5% | -$8,642 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $58.26万 | 0.00% | 34,129 | 12,433 | 57.3% | $21.22万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $58.41万 | 0.00% | 26,118 | -10 | -0.0% | -$224 | 减仓 |
| XPO | XPO INC | $58.42万 | 0.00% | 3,002 | 251 | 9.1% | $4.88万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $58.44万 | 0.00% | 8,034 | 1,834 | 29.6% | $13.34万 | 加仓 |
| PRI | PRIMERICA INC | $58.49万 | 0.00% | 2,335 | -49 | -2.1% | -$1.23万 | 减仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $58.56万 | 0.00% | 18,882 | 18,882 | — | $58.56万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $58.57万 | 0.00% | 15,590 | 926 | 6.3% | $3.48万 | 加仓 |
| CNMD | CONMED CORP | $58.77万 | 0.00% | 16,620 | 636 | 4.0% | $2.25万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $59.02万 | 0.00% | 5,557 | 1,064 | 23.7% | $11.30万 | 加仓 |
| IHI | ISHARES TR | $59.03万 | 0.00% | 11,064 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $59.24万 | 0.00% | 13,202 | 13,202 | — | $59.24万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $59.41万 | 0.00% | 74,827 | 8,153 | 12.2% | $6.47万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $59.41万 | 0.00% | 27,405 | 3,780 | 16.0% | $8.20万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $59.76万 | 0.00% | 17,601 | 17,601 | — | $59.76万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $59.86万 | 0.00% | 6,318 | 424 | 7.2% | $4.02万 | 加仓 |
| ATI | ATI INC | $59.90万 | 0.00% | 4,118 | 896 | 27.8% | $13.03万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $60.05万 | 0.00% | 5,922 | 2,295 | 63.3% | $23.27万 | 加仓 |
| BPOP | POPULAR INC | $60.08万 | 0.00% | 4,478 | 1,217 | 37.3% | $16.33万 | 加仓 |
| MSTR | STRATEGY INC | $60.80万 | 0.00% | 4,872 | 1,899 | 63.9% | $23.70万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $60.84万 | 0.00% | 16,440 | 458 | 2.9% | $1.70万 | 加仓 |
| BX | BLACKSTONE INC 看跌期权 | $60.91万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $60.94万 | 0.00% | 12,628 | 6,095 | 93.3% | $29.41万 | 加仓 |
| RPM | RPM INTL INC | $60.96万 | 0.00% | 6,132 | -696 | -10.2% | -$6.92万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $61.15万 | 0.00% | 1,499 | 646 | 75.7% | $26.35万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $61.15万 | 0.00% | 7,193 | -7,497 | -51.0% | -$63.74万 | 减仓 |
| IEUR | ISHARES TR | $61.18万 | 0.00% | 8,706 | 3,360 | 62.9% | $23.61万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $61.26万 | 0.00% | 7,942 | 4,141 | 108.9% | $31.94万 | 加仓 |
| HTFL | HEARTFLOW INC | $61.35万 | 0.00% | 25,214 | 25,214 | — | $61.35万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $61.49万 | 0.00% | 4,485 | 2,092 | 87.4% | $28.68万 | 加仓 |
| NTRA | NATERA INC | $61.53万 | 0.00% | 3,076 | 304 | 11.0% | $6.08万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $61.53万 | 0.00% | 19,540 | 779 | 4.2% | $2.45万 | 加仓 |
| PRG | PROG HOLDINGS INC | $61.60万 | 0.00% | 21,470 | 359 | 1.7% | $1.03万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $61.60万 | 0.00% | 12,328 | 1,771 | 16.8% | $8.85万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $61.64万 | 0.00% | 37,516 | 10,011 | 36.4% | $16.45万 | 加仓 |
| MRNA | MODERNA INC | $61.97万 | 0.00% | 12,199 | 4,350 | 55.4% | $22.10万 | 加仓 |
| IVZ | INVESCO LTD | $62.01万 | 0.00% | 25,529 | 7,154 | 38.9% | $17.38万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $62.39万 | 0.00% | 5,769 | 436 | 8.2% | $4.71万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $62.44万 | 0.00% | 32,590 | 9,347 | 40.2% | $17.91万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $62.56万 | 0.00% | 15,707 | 1,061 | 7.2% | $4.23万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $62.57万 | 0.00% | 60,746 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $62.59万 | 0.00% | 9,562 | 1,840 | 23.8% | $12.04万 | 加仓 |
| EWJ | ISHARES INC | $62.66万 | 0.00% | 7,420 | 7,420 | — | $62.66万 | 新建仓 |
| GMED | GLOBUS MED INC | $62.84万 | 0.00% | 7,293 | 3,332 | 84.1% | $28.71万 | 加仓 |
| VICI | VICI PPTYS INC | $63.07万 | 0.00% | 23,085 | 13,134 | 132.0% | $35.88万 | 加仓 |
| KMX | CARMAX INC | $63.34万 | 0.00% | 15,234 | 7,025 | 85.6% | $29.21万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $63.37万 | 0.00% | 33,958 | 2,113 | 6.6% | $3.94万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $63.43万 | 0.00% | 44,421 | -50,360 | -53.1% | -$71.91万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $63.44万 | 0.00% | 34,516 | -41,235 | -54.4% | -$75.79万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $63.59万 | 0.00% | 8,084 | -370 | -4.4% | -$2.91万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $63.60万 | 0.00% | 42,259 | 11,830 | 38.9% | $17.80万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $64.30万 | 0.00% | 1,792 | 477 | 36.3% | $17.11万 | 加仓 |
| — | AB ACTIVE ETFS INC | $64.63万 | 0.00% | 25,978 | 122 | 0.5% | $3,035 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $64.78万 | 0.00% | 1,070 | 175 | 19.6% | $10.59万 | 加仓 |
| IXN | ISHARES TR | $64.78万 | 0.00% | 6,480 | 1,118 | 20.9% | $11.18万 | 加仓 |
| UBS | UBS GROUP AG | $64.97万 | 0.00% | 16,630 | 1,953 | 13.3% | $7.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $65.17万 | 0.00% | 9,162 | 3,294 | 56.1% | $23.43万 | 加仓 |
| ILMN | ILLUMINA INC | $65.23万 | 0.00% | 5,292 | 343 | 6.9% | $4.23万 | 加仓 |
| WSO | WATSCO INC | $65.23万 | 0.00% | 1,793 | 196 | 12.3% | $7.13万 | 加仓 |
| RIO | RIO TINTO PLC | $65.35万 | 0.00% | 7,005 | 923 | 15.2% | $8.61万 | 加仓 |
| LQD | ISHARES TR | $65.53万 | 0.00% | 6,012 | -28 | -0.5% | -$3,052 | 减仓 |
| LII | LENNOX INTL INC | $65.63万 | 0.00% | 1,413 | 141 | 11.1% | $6.55万 | 加仓 |
| FTV | FORTIVE CORP | $65.64万 | 0.00% | 11,874 | 1,603 | 15.6% | $8.86万 | 加仓 |
| EVR | EVERCORE INC | $65.91万 | 0.00% | 2,208 | 6 | 0.3% | $1,791 | 加仓 |
| GL | GLOBE LIFE INC | $65.97万 | 0.00% | 4,740 | 609 | 14.7% | $8.48万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $66.01万 | 0.00% | 1,995 | 294 | 17.3% | $9.73万 | 加仓 |
| HUBS | HUBSPOT INC | $66.27万 | 0.00% | 2,715 | 1,547 | 132.4% | $37.76万 | 加仓 |
| — | WEBSTER FINL CORP | $66.42万 | 0.00% | 9,567 | 2,830 | 42.0% | $19.65万 | 加仓 |
| ECHO | ECHOSTAR CORP | $66.61万 | 0.00% | 5,690 | 757 | 15.3% | $8.86万 | 加仓 |
| INDA | ISHARES TR | $66.65万 | 0.00% | 14,230 | -811 | -5.4% | -$3.80万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $66.78万 | 0.00% | 11,276 | 7,618 | 208.3% | $45.11万 | 加仓 |
| RELX | RELX PLC | $66.78万 | 0.00% | 20,144 | -2,522 | -11.1% | -$8.36万 | 减仓 |
| TWLO | TWILIO INC | $66.82万 | 0.00% | 5,311 | 492 | 10.2% | $6.19万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $66.97万 | 0.00% | 9,977 | -392 | -3.8% | -$2.63万 | 减仓 |
| CG | CARLYLE GROUP INC | $67.18万 | 0.00% | 13,883 | 1,657 | 13.6% | $8.02万 | 加仓 |
| DTM | DT MIDSTREAM INC | $67.36万 | 0.00% | 5,001 | 637 | 14.6% | $8.58万 | 加仓 |
| DON | WISDOMTREE TR | $67.50万 | 0.00% | 12,848 | 375 | 3.0% | $1.97万 | 加仓 |
| PODD | INSULET CORP | $67.60万 | 0.00% | 3,221 | 864 | 36.7% | $18.13万 | 加仓 |
| IGSB | ISHARES TR | $67.66万 | 0.00% | 12,873 | -131 | -1.0% | -$6,885 | 减仓 |
| DLTR | DOLLAR TREE INC | $68.07万 | 0.00% | 6,216 | 1,453 | 30.5% | $15.91万 | 加仓 |
| PBI | PITNEY BOWES INC | $69.00万 | 0.00% | 62,446 | 1,807 | 3.0% | $2.00万 | 加仓 |
| GOVT | ISHARES TR | $69.29万 | 0.00% | 30,246 | -12,478 | -29.2% | -$28.59万 | 减仓 |
| NU | NU HLDGS LTD | $69.51万 | 0.00% | 48,375 | 14,189 | 41.5% | $20.39万 | 加仓 |
| SUI | SUN CMNTYS INC | $69.58万 | 0.00% | 5,524 | -62 | -1.1% | -$7,810 | 减仓 |
| CASY | CASEYS GEN STORES INC | $69.58万 | 0.00% | 956 | 81 | 9.3% | $5.90万 | 加仓 |
| SF | STIFEL FINL CORP | $69.60万 | 0.00% | 9,415 | 2,106 | 28.8% | $15.56万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $70.56万 | 0.00% | 5,301 | 2,410 | 83.4% | $32.08万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $70.69万 | 0.00% | 5,554 | 54 | 1.0% | $6,873 | 加仓 |
| XAR | SPDR SERIES TRUST | $70.84万 | 0.00% | 2,789 | 744 | 36.4% | $18.90万 | 加仓 |
| — | HOLOGIC INC | $71.00万 | 0.00% | 9,393 | 632 | 7.2% | $4.78万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $71.01万 | 0.00% | 13,408 | 951 | 7.6% | $5.04万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $71.16万 | 0.00% | 10,820 | 10,820 | — | $71.16万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $71.34万 | 0.00% | 21,125 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $71.36万 | 0.00% | 89,767 | 117 | 0.1% | $930 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $71.61万 | 0.00% | 3,501 | 498 | 16.6% | $10.19万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $71.62万 | 0.00% | 7,947 | 494 | 6.6% | $4.45万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $71.95万 | 0.00% | 6,146 | 658 | 12.0% | $7.70万 | 加仓 |
| PFLD | ETF SER SOLUTIONS | $72.07万 | 0.00% | 37,228 | -5,133 | -12.1% | -$9.94万 | 减仓 |