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 |
|---|---|---|---|---|---|---|---|---|
| NI | NISOURCE INC | $72.17万 | 0.00% | 15,468 | 1,271 | 9.0% | $5.93万 | 加仓 |
| MLPA | GLOBAL X FDS | $72.23万 | 0.00% | 13,409 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $72.29万 | 0.00% | 12,546 | 1,523 | 13.8% | $8.78万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $72.58万 | 0.00% | 28,825 | 229 | 0.8% | $5,766 | 加仓 |
| FDS | FACTSET RESH SYS INC | $72.67万 | 0.00% | 3,349 | 652 | 24.2% | $14.15万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $72.77万 | 0.00% | 5,554 | 366 | 7.1% | $4.80万 | 加仓 |
| NTAP | NETAPP INC | $72.84万 | 0.00% | 7,113 | 762 | 12.0% | $7.80万 | 加仓 |
| TRP | TC ENERGY CORP | $72.90万 | 0.00% | 11,671 | 272 | 2.4% | $1.70万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $73.31万 | 0.00% | 18,204 | 3,106 | 20.6% | $12.51万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $73.50万 | 0.00% | 7,084 | 7,084 | — | $73.50万 | 新建仓 |
| PHM | PULTE GROUP INC | $73.61万 | 0.00% | 6,258 | 1,143 | 22.3% | $13.44万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $73.83万 | 0.00% | 22,124 | -3,895 | -15.0% | -$13.00万 | 减仓 |
| GLPI | GAMING & LEISURE P | $73.91万 | 0.00% | 16,656 | 5,662 | 51.5% | $25.12万 | 加仓 |
| HYD | VANECK ETF TRUST | $73.94万 | 0.00% | 14,746 | 96 | 0.7% | $4,813 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $73.96万 | 0.00% | 10,306 | 503 | 5.1% | $3.61万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $73.98万 | 0.00% | 6,740 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.28万 | 0.00% | 8,976 | 1,608 | 21.8% | $13.31万 | 加仓 |
| PYLD | PIMCO ETF TR | $74.72万 | 0.00% | 28,521 | 28,521 | — | $74.72万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $74.94万 | 0.00% | 15,301 | 15,301 | — | $74.94万 | 新建仓 |
| HSY | HERSHEY CO | $74.95万 | 0.00% | 3,605 | 4 | 0.1% | $832 | 加仓 |
| WWD | WOODWARD INC | $75.34万 | 0.00% | 2,105 | 739 | 54.1% | $26.45万 | 加仓 |
| INGR | INGREDION INC | $75.70万 | 0.00% | 6,719 | 2,615 | 63.7% | $29.46万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $75.96万 | 0.00% | 5,246 | 410 | 8.5% | $5.94万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $76.08万 | 0.00% | 5,312 | 252 | 5.0% | $3.61万 | 加仓 |
| P | EVERPURE INC | $76.14万 | 0.00% | 12,897 | 1,974 | 18.1% | $11.65万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $76.17万 | 0.00% | 12,415 | 330 | 2.7% | $2.02万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $76.27万 | 0.00% | 3,700 | -312 | -7.8% | -$6.43万 | 减仓 |
| SCZ | ISHARES TR | $76.31万 | 0.00% | 9,731 | 5 | 0.1% | $392 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $76.46万 | 0.00% | 3,267 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORP | $76.82万 | 0.00% | 98,997 | -2,357 | -2.3% | -$1.83万 | 减仓 |
| IQV | IQVIA HLDGS INC | $76.84万 | 0.00% | 4,505 | -227 | -4.8% | -$3.87万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $76.94万 | 0.00% | 1,952 | 750 | 62.4% | $29.56万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $77.07万 | 0.00% | 16,488 | -2,879 | -14.9% | -$13.46万 | 减仓 |
| PRU | PRUDENTIAL FINL INC 看跌期权 | $77.18万 | 0.00% | 7,900 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $77.20万 | 0.00% | 8,085 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $77.71万 | 0.01% | 11,568 | 4,035 | 53.6% | $27.11万 | 加仓 |
| CDW | CDW CORP | $78.07万 | 0.01% | 6,451 | 1,878 | 41.1% | $22.73万 | 加仓 |
| HUM | HUMANA INC | $78.33万 | 0.01% | 4,517 | 522 | 13.1% | $9.05万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $78.34万 | 0.01% | 16,361 | -658 | -3.9% | -$3.15万 | 减仓 |
| WY | WEYERHAEUSER CO | $78.45万 | 0.01% | 32,112 | 6,505 | 25.4% | $15.89万 | 加仓 |
| SON | SONOCO PRODS CO | $78.74万 | 0.01% | 14,557 | 1,601 | 12.4% | $8.66万 | 加仓 |
| FSLR | FIRST SOLAR INC | $78.79万 | 0.01% | 3,994 | 95 | 2.4% | $1.87万 | 加仓 |
| GCOW | PACER FDS TR | $78.86万 | 0.01% | 17,055 | 559 | 3.4% | $2.58万 | 加仓 |
| IBB | ISHARES TR | $79.09万 | 0.01% | 4,684 | -15 | -0.3% | -$2,533 | 减仓 |
| BBY | BEST BUY INC | $79.23万 | 0.01% | 12,340 | 2,586 | 26.5% | $16.60万 | 加仓 |
| GRNY | TIDAL TRUST I | $79.44万 | 0.01% | 33,281 | 33,281 | — | $79.44万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $79.55万 | 0.01% | 2,936 | 533 | 22.2% | $14.44万 | 加仓 |
| URA | GLOBAL X FDS | $79.59万 | 0.01% | 16,434 | 8,403 | 104.6% | $40.70万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $79.62万 | 0.01% | 1,169 | 373 | 46.9% | $25.41万 | 加仓 |
| AEE | AMEREN CORP | $79.75万 | 0.01% | 7,255 | 1,895 | 35.4% | $20.83万 | 加仓 |
| ING | ING GROEP N.V. | $79.95万 | 0.01% | 30,690 | 1,349 | 4.6% | $3.51万 | 加仓 |
| EMN | EASTMAN CHEM CO | $80.07万 | 0.01% | 10,492 | 2,178 | 26.2% | $16.62万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $80.25万 | 0.01% | 10,921 | 4,657 | 74.3% | $34.22万 | 加仓 |
| DTE | DTE ENERGY CO | $80.44万 | 0.01% | 5,501 | 832 | 17.8% | $12.17万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $80.60万 | 0.01% | 3,093 | -112 | -3.5% | -$2.92万 | 减仓 |
| NOBL | PROSHARES TR | $80.69万 | 0.01% | 7,611 | -763 | -9.1% | -$8.09万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $80.81万 | 0.01% | 31,798 | 31,798 | — | $80.81万 | 新建仓 |
| VTRS | VIATRIS INC | $81.16万 | 0.01% | 60,076 | 4,297 | 7.7% | $5.81万 | 加仓 |
| VDC | VANGUARD WORLD FD | $81.23万 | 0.01% | 3,617 | -26 | -0.7% | -$5,839 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $81.33万 | 0.01% | 2,736 | -309 | -10.1% | -$9.18万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $81.36万 | 0.01% | 37,564 | 6,008 | 19.0% | $13.01万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $81.39万 | 0.01% | 5,980 | 689 | 13.0% | $9.38万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $82.03万 | 0.01% | 37,942 | 18,875 | 99.0% | $40.81万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $82.29万 | 0.01% | 11,941 | 5,970 | 100.0% | $41.14万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $82.46万 | 0.01% | 9,848 | 3,458 | 54.1% | $28.95万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $82.67万 | 0.01% | 5,400 | 2,397 | 79.8% | $36.70万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $82.80万 | 0.01% | 9,795 | 1,574 | 19.1% | $13.30万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $82.99万 | 0.01% | 12,373 | 2,597 | 26.6% | $17.42万 | 加仓 |
| WRB | BERKLEY W R CORP | $83.63万 | 0.01% | 12,618 | 896 | 7.6% | $5.94万 | 加仓 |
| IDEV | ISHARES TR | $83.67万 | 0.01% | 10,011 | 2,465 | 32.7% | $20.60万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $83.73万 | 0.01% | 5,070 | 2,899 | 133.5% | $47.88万 | 加仓 |
| DIS | DISNEY WALT CO 看跌期权 | $83.82万 | 0.01% | 8,700 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $83.97万 | 0.01% | 1,546 | 483 | 45.4% | $26.23万 | 加仓 |
| LEN | LENNAR CORP | $83.98万 | 0.01% | 9,670 | 803 | 9.1% | $6.97万 | 加仓 |
| HUBB | HUBBELL INC | $84.02万 | 0.01% | 1,712 | 273 | 19.0% | $13.40万 | 加仓 |
| IUSV | ISHARES TR | $84.43万 | 0.01% | 8,257 | -282 | -3.3% | -$2.88万 | 减仓 |
| OVV | OVINTIV INC | $84.53万 | 0.01% | 14,241 | 2,647 | 22.8% | $15.71万 | 加仓 |
| SOXX | ISHARES TR | $84.73万 | 0.01% | 2,578 | 40 | 1.6% | $1.31万 | 加仓 |
| AA | ALCOA CORP | $85.61万 | 0.01% | 12,907 | 3,629 | 39.1% | $24.07万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $85.76万 | 0.01% | 18,725 | 2,036 | 12.2% | $9.32万 | 加仓 |
| MLPX | GLOBAL X FDS | $85.79万 | 0.01% | 11,603 | 8,297 | 251.0% | $61.35万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $85.91万 | 0.01% | 1,789 | 235 | 15.1% | $11.28万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $86.17万 | 0.01% | 2,268 | 288 | 14.5% | $10.94万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $86.25万 | 0.01% | 32,755 | 1,592 | 5.1% | $4.19万 | 加仓 |
| DAKT | DAKTRONICS INC | $86.40万 | 0.01% | 44,196 | 427 | 1.0% | $8,348 | 加仓 |
| ULTA | ULTA BEAUTY INC | $86.40万 | 0.01% | 1,653 | 313 | 23.4% | $16.36万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $86.52万 | 0.01% | 16,058 | 4,128 | 34.6% | $22.24万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $86.64万 | 0.01% | 33,451 | 776 | 2.4% | $2.01万 | 加仓 |
| EG | EVEREST GROUP LTD | $86.65万 | 0.01% | 2,651 | 251 | 10.5% | $8.20万 | 加仓 |
| COHR | COHERENT CORP | $86.76万 | 0.01% | 3,642 | 1,417 | 63.7% | $33.75万 | 加仓 |
| SONY | SONY GROUP CORP | $86.76万 | 0.01% | 41,912 | -11,411 | -21.4% | -$23.62万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $87.45万 | 0.01% | 18,229 | 3,488 | 23.7% | $16.73万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $87.74万 | 0.01% | 7,992 | 3,699 | 86.2% | $40.61万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $87.75万 | 0.01% | 4,298 | 670 | 18.5% | $13.68万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $88.17万 | 0.01% | 8,666 | -1,853 | -17.6% | -$18.85万 | 减仓 |
| FE | FIRSTENERGY CORP | $88.35万 | 0.01% | 17,439 | 3,838 | 28.2% | $19.44万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $88.56万 | 0.01% | 11,489 | -5,096 | -30.7% | -$39.28万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $88.69万 | 0.01% | 24,982 | 1,769 | 7.6% | $6.28万 | 加仓 |
| RBLX | ROBLOX CORP | $88.79万 | 0.01% | 15,698 | 3,558 | 29.3% | $20.12万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $89.38万 | 0.01% | 12,092 | 207 | 1.7% | $1.53万 | 加仓 |