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 |
|---|---|---|---|---|---|---|---|---|
| RKLB | ROCKET LAB CORP | $50.81万 | 0.00% | 4,999 | 1,131 | 29.2% | $11.50万 | 加仓 |
| ROKU | ROKU INC | $50.82万 | 0.00% | 3,679 | 232 | 6.7% | $3.20万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $50.92万 | 0.00% | 1,129 | -524 | -31.7% | -$23.63万 | 减仓 |
| FLOT | ISHARES TR | $50.97万 | 0.00% | 9,983 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $51.08万 | 0.00% | 2,943 | -114 | -3.7% | -$1.98万 | 减仓 |
| TRU | TRANSUNION | $51.14万 | 0.00% | 7,089 | -414 | -5.5% | -$2.99万 | 减仓 |
| VFC | V F CORP | $51.19万 | 0.00% | 30,687 | 1,428 | 4.9% | $2.38万 | 加仓 |
| BIL | SPDR SERIES TRUST | $51.19万 | 0.00% | 5,586 | -7,903 | -58.6% | -$72.43万 | 减仓 |
| HRL | HORMEL FOODS CORP | $51.24万 | 0.00% | 20,646 | 5,011 | 32.0% | $12.44万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $51.30万 | 0.00% | 5,224 | 794 | 17.9% | $7.80万 | 加仓 |
| CLS | CELESTICA INC | $51.48万 | 0.00% | 1,411 | 618 | 77.9% | $22.55万 | 加仓 |
| SSRM | SSR MINING IN | $51.57万 | 0.00% | 18,234 | 74 | 0.4% | $2,093 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $51.57万 | 0.00% | 11,499 | 4,545 | 65.4% | $20.38万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $51.64万 | 0.00% | 4,619 | 1,291 | 38.8% | $14.43万 | 加仓 |
| DOCU | DOCUSIGN INC | $51.67万 | 0.00% | 11,632 | 2,687 | 30.0% | $11.94万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $51.76万 | 0.00% | 59,148 | 23,716 | 66.9% | $20.75万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $51.80万 | 0.00% | 9,052 | 973 | 12.0% | $5.57万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $51.84万 | 0.00% | 3,389 | 54 | 1.6% | $8,260 | 加仓 |
| HTFL | HEARTFLOW INC | $51.90万 | 0.00% | 17,690 | -7,524 | -29.8% | -$22.08万 | 减仓 |
| INVH | INVITATION HOMES INC | $51.94万 | 0.00% | 17,192 | 9,412 | 121.0% | $28.43万 | 重新持有 |
| RPG | INVESCO EXCHANGE TRADED FD T | $52.04万 | 0.00% | 8,150 | -28 | -0.3% | -$1,788 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $52.07万 | 0.00% | 89,313 | 7,050 | 8.6% | $4.11万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $52.31万 | 0.00% | 16,260 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $52.32万 | 0.00% | 555,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $52.38万 | 0.00% | 4,802 | -1,210 | -20.1% | -$13.20万 | 减仓 |
| INTF | ISHARES TR | $52.44万 | 0.00% | 12,802 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $52.51万 | 0.00% | 1,239 | 335 | 37.1% | $14.20万 | 加仓 |
| GLDM | WORLD GOLD TR | $52.77万 | 0.00% | 6,644 | 1,685 | 34.0% | $13.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $53.30万 | 0.00% | 12,960 | 12,960 | — | $53.30万 | 新建仓 |
| AVT | AVNET INC | $53.32万 | 0.00% | 6,003 | 343 | 6.1% | $3.05万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $53.37万 | 0.00% | 6,146 | 305 | 5.2% | $2.65万 | 加仓 |
| GDX | VANECK ETF TRUST | $53.56万 | 0.00% | 7,098 | -13,886 | -66.2% | -$104.77万 | 减仓 |
| R | RYDER SYS INC | $53.57万 | 0.00% | 2,031 | 131 | 6.9% | $3.46万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $53.68万 | 0.00% | 8,847 | 3,233 | 57.6% | $19.62万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $53.68万 | 0.00% | 6,390 | 233 | 3.8% | $1.96万 | 加仓 |
| IFRA | ISHARES TR | $53.69万 | 0.00% | 8,516 | 162 | 1.9% | $1.02万 | 加仓 |
| ENTG | ENTEGRIS INC | $53.76万 | 0.00% | 2,989 | 215 | 7.8% | $3.87万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $53.84万 | 0.00% | 29,245 | 8,304 | 39.7% | $15.29万 | 加仓 |
| DVA | DAVITA INC | $53.84万 | 0.00% | 2,420 | 515 | 27.0% | $11.46万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $53.96万 | 0.00% | 10,614 | 21 | 0.2% | $1,068 | 加仓 |
| EUFN | ISHARES TR | $53.99万 | 0.00% | 13,846 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $54.00万 | 0.00% | 18,913 | 18,913 | — | $54.00万 | 新建仓 |
| REMX | VANECK ETF TRUST | $54.08万 | 0.00% | 6,111 | 6,111 | — | $54.08万 | 新建仓 |
| CHE | CHEMED CORP NEW | $54.17万 | 0.00% | 1,163 | 1,163 | — | $54.17万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $54.47万 | 0.00% | 30,893 | 2,531 | 8.9% | $4.46万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $54.53万 | 0.00% | 51,589 | 23,773 | 85.5% | $25.13万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $54.54万 | 0.00% | 5,450 | -6 | -0.1% | -$600 | 减仓 |
| — | MGP INGREDIENTS INC NEW | $54.86万 | 0.00% | 567,000 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $54.92万 | 0.00% | 1,824 | -171 | -8.6% | -$5.15万 | 减仓 |
| CG | CARLYLE GROUP INC | $55.09万 | 0.00% | 13,083 | -800 | -5.8% | -$3.37万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $55.12万 | 0.00% | 21,667 | 111 | 0.5% | $2,824 | 加仓 |
| XT | ISHARES TR | $55.16万 | 0.00% | 6,675 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $55.17万 | 0.00% | 5,653 | -131 | -2.3% | -$1.28万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $55.19万 | 0.00% | 1,451 | 233 | 19.1% | $8.86万 | 加仓 |
| SAIA | SAIA INC | $55.38万 | 0.00% | 1,314 | 390 | 42.2% | $16.44万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $55.40万 | 0.00% | 10,635 | 5,285 | 98.8% | $27.53万 | 加仓 |
| MP | MP MATERIALS CORP | $55.42万 | 0.00% | 9,895 | -2,733 | -21.6% | -$15.31万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $55.51万 | 0.00% | 18,958 | 2,653 | 16.3% | $7.77万 | 加仓 |
| VICI | VICI PPTYS INC | $55.77万 | 0.00% | 21,007 | -2,078 | -9.0% | -$5.52万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $55.84万 | 0.00% | 1,907 | 212 | 12.5% | $6.21万 | 加仓 |
| PNR | PENTAIR PLC | $55.84万 | 0.00% | 7,284 | 2,889 | 65.7% | $22.15万 | 加仓 |
| UGI | UGI CORP NEW | $55.94万 | 0.00% | 16,194 | 7,437 | 84.9% | $25.69万 | 加仓 |
| GDDY | GODADDY INC | $56.04万 | 0.00% | 6,602 | 818 | 14.1% | $6.94万 | 加仓 |
| SKM | SK TELECOM CO LTD | $56.05万 | 0.00% | 17,427 | 5,358 | 44.4% | $17.23万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $56.09万 | 0.00% | 20,891 | 7,291 | 53.6% | $19.58万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $56.47万 | 0.00% | 18,389 | 788 | 4.5% | $2.42万 | 加仓 |
| IEUR | ISHARES TR | $56.52万 | 0.00% | 7,519 | -1,187 | -13.6% | -$8.92万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $56.92万 | 0.00% | 27,951 | 162 | 0.6% | $3,299 | 加仓 |
| DT | DYNATRACE INC | $57.20万 | 0.00% | 13,026 | 13,026 | — | $57.20万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $57.29万 | 0.00% | 6,328 | 2,435 | 62.5% | $22.04万 | 加仓 |
| BBY | BEST BUY INC | $57.53万 | 0.00% | 7,582 | -4,758 | -38.6% | -$36.11万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $57.58万 | 0.00% | 2,539 | -137 | -5.1% | -$3.11万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $57.63万 | 0.00% | 3,966 | 384 | 10.7% | $5.58万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $57.73万 | 0.00% | 5,373 | -549 | -9.3% | -$5.90万 | 减仓 |
| IEX | IDEX CORP | $57.76万 | 0.00% | 2,545 | 132 | 5.5% | $3.00万 | 加仓 |
| IGF | ISHARES TR | $57.78万 | 0.00% | 8,676 | 378 | 4.6% | $2.52万 | 加仓 |
| IHI | ISHARES TR | $57.99万 | 0.00% | 11,737 | 673 | 6.1% | $3.33万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $58.09万 | 0.00% | 1,558 | 625 | 67.0% | $23.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $58.19万 | 0.00% | 15,001 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $58.59万 | 0.00% | 43,854 | -4,521 | -9.3% | -$6.04万 | 减仓 |
| DXCM | DEXCOM INC | $58.65万 | 0.00% | 8,707 | 1,233 | 16.5% | $8.30万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $58.72万 | 0.00% | 6,732 | 2,127 | 46.2% | $18.55万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $58.94万 | 0.00% | 7,227 | 1,136 | 18.7% | $9.26万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $59.00万 | 0.00% | 12,773 | -3,285 | -20.5% | -$15.17万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $59.06万 | 0.00% | 2,934 | 387 | 15.2% | $7.79万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $59.07万 | 0.00% | 7,395 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $59.10万 | 0.00% | 12,775 | 3,358 | 35.7% | $15.53万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $59.35万 | 0.00% | 11,676 | -652 | -5.3% | -$3.31万 | 减仓 |
| MOD | MODINE MFG CO | $59.39万 | 0.00% | 2,224 | 1,053 | 89.9% | $28.12万 | 加仓 |
| WF | WOORI FINL GROUP INC | $59.48万 | 0.00% | 10,362 | 2,592 | 33.4% | $14.88万 | 加仓 |
| FNV | FRANCO NEV CORP | $59.53万 | 0.00% | 2,856 | 543 | 23.5% | $11.32万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $59.66万 | 0.00% | 26,698 | 580 | 2.2% | $1.30万 | 加仓 |
| ACWX | ISHARES TR | $59.77万 | 0.00% | 7,853 | 45 | 0.6% | $3,425 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $60.16万 | 0.00% | 4,299 | 1,762 | 69.5% | $24.66万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $60.22万 | 0.00% | 7,734 | 3,037 | 64.7% | $23.65万 | 加仓 |
| BAX | BAXTER INTL INC | $60.57万 | 0.00% | 28,408 | 13,917 | 96.0% | $29.67万 | 加仓 |
| CNMD | CONMED CORP | $60.64万 | 0.00% | 18,527 | 1,907 | 11.5% | $6.24万 | 加仓 |
| MOS | MOSAIC CO | $60.91万 | 0.00% | 28,746 | 7,536 | 35.5% | $15.97万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $61.06万 | 0.00% | 13,614 | 1,517 | 12.5% | $6.80万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $61.21万 | 0.00% | 12,148 | 4,698 | 63.1% | $23.67万 | 加仓 |