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 |
|---|---|---|---|---|---|---|---|---|
| OMF | ONEMAIN HLDGS INC | $61.25万 | 0.00% | 10,046 | 5,320 | 112.6% | $32.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $61.36万 | 0.00% | 6,981 | 1,553 | 28.6% | $13.65万 | 加仓 |
| IETC | ISHARES U S ETF TR | $61.40万 | 0.00% | 5,719 | 1,502 | 35.6% | $16.13万 | 加仓 |
| EXP | EAGLE MATLS INC | $61.45万 | 0.00% | 2,731 | 860 | 46.0% | $19.35万 | 加仓 |
| ALLY | ALLY FINL INC | $61.51万 | 0.00% | 13,387 | 2,416 | 22.0% | $11.10万 | 加仓 |
| — | WEBSTER FINL CORP | $61.84万 | 0.00% | 8,092 | -1,475 | -15.4% | -$11.27万 | 减仓 |
| DON | WISDOMTREE TR | $62.36万 | 0.00% | 11,034 | -1,814 | -14.1% | -$10.25万 | 减仓 |
| ITA | ISHARES TR | $62.39万 | 0.00% | 2,573 | 36 | 1.4% | $8,730 | 加仓 |
| ABCB | AMERIS BANCORP | $62.41万 | 0.00% | 6,913 | 236 | 3.5% | $2.13万 | 加仓 |
| XPO | XPO INC | $62.49万 | 0.00% | 3,044 | 42 | 1.4% | $8,623 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $62.62万 | 0.00% | 5,852 | 224 | 4.0% | $2.40万 | 加仓 |
| TOL | TOLL BROTHERS INC | $62.84万 | 0.00% | 3,814 | 330 | 9.5% | $5.44万 | 加仓 |
| FICO | FAIR ISAAC CORP | $62.85万 | 0.00% | 526 | -15 | -2.8% | -$1.79万 | 减仓 |
| BKH | BLACK HILLS CORP | $63.14万 | 0.00% | 8,486 | 2,447 | 40.5% | $18.21万 | 加仓 |
| S | SENTINELONE INC | $63.14万 | 0.00% | 37,206 | 11,190 | 43.0% | $18.99万 | 加仓 |
| SJM | SMUCKER J M CO | $63.17万 | 0.00% | 5,615 | 2,310 | 69.9% | $25.99万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $63.43万 | 0.00% | 17,674 | 7,801 | 79.0% | $28.00万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $63.57万 | 0.00% | 34,224 | 266 | 0.8% | $4,941 | 加仓 |
| AGYS | AGILYSYS INC | $63.62万 | 0.00% | 6,088 | 198 | 3.4% | $2.07万 | 加仓 |
| SUI | SUN CMNTYS INC | $63.62万 | 0.00% | 5,306 | -218 | -3.9% | -$2.61万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $63.66万 | 0.00% | 33,490 | 39 | 0.1% | $741 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $63.68万 | 0.00% | 30,809 | 2,862 | 10.2% | $5.92万 | 加仓 |
| IX | ORIX CORP | $63.72万 | 0.00% | 16,751 | 1,802 | 12.1% | $6.86万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $63.84万 | 0.00% | 2,183 | -2,195 | -50.1% | -$64.19万 | 减仓 |
| KMX | CARMAX INC | $63.89万 | 0.00% | 12,080 | -3,154 | -20.7% | -$16.68万 | 减仓 |
| IXJ | ISHARES TR | $64.95万 | 0.00% | 6,601 | 1,800 | 37.5% | $17.71万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $65.03万 | 0.00% | 9,315 | 71 | 0.8% | $4,957 | 重新持有 |
| BXP | BXP INC | $65.19万 | 0.00% | 9,831 | 4,298 | 77.7% | $28.50万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $65.38万 | 0.00% | 15,600 | 15,600 | — | $65.38万 | 新建仓 |
| PODD | INSULET CORP | $65.44万 | 0.00% | 4,298 | 1,077 | 33.4% | $16.40万 | 加仓 |
| — | AB ACTIVE ETFS INC | $65.49万 | 0.00% | 25,848 | -130 | -0.5% | -$3,294 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $65.55万 | 0.00% | 60,746 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $65.68万 | 0.00% | 7,617 | 1,610 | 26.8% | $13.88万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $65.85万 | 0.00% | 17,307 | -280 | -1.6% | -$1.07万 | 减仓 |
| USRT | ISHARES TR | $66.35万 | 0.00% | 9,985 | 171 | 1.7% | $1.14万 | 加仓 |
| DLTR | DOLLAR TREE INC | $66.37万 | 0.00% | 5,487 | -729 | -11.7% | -$8.82万 | 减仓 |
| SNY | SANOFI SA | $66.43万 | 0.00% | 15,572 | -4,668 | -23.1% | -$19.91万 | 减仓 |
| INCY | INCYTE CORP | $66.63万 | 0.00% | 5,878 | -110 | -1.8% | -$1.25万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $66.65万 | 0.00% | 19,885 | 10,063 | 102.5% | $33.73万 | 加仓 |
| KB | KB FINL GROUP INC | $66.70万 | 0.00% | 6,354 | 1,459 | 29.8% | $15.32万 | 加仓 |
| MYRG | MYR GROUP INC | $66.80万 | 0.00% | 1,335 | 6 | 0.5% | $3,002 | 加仓 |
| STE | STERIS PLC | $66.82万 | 0.00% | 3,173 | 644 | 25.5% | $13.56万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $66.98万 | 0.00% | 15,212 | 8,569 | 129.0% | $37.73万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $67.15万 | 0.00% | 7,939 | -3 | -0.0% | -$254 | 减仓 |
| LSTR | LANDSTAR SYS INC | $67.28万 | 0.00% | 3,253 | 770 | 31.0% | $15.92万 | 加仓 |
| WCC | WESCO INTL INC | $67.29万 | 0.00% | 1,948 | 443 | 29.4% | $15.30万 | 加仓 |
| FTV | FORTIVE CORP | $67.31万 | 0.00% | 11,018 | -856 | -7.2% | -$5.23万 | 减仓 |
| TECH | BIO-TECHNE CORP | $67.44万 | 0.00% | 9,545 | -24,595 | -72.0% | -$173.76万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $67.51万 | 0.00% | 10,672 | 1,935 | 22.1% | $12.24万 | 加仓 |
| NDSN | NORDSON CORP | $67.58万 | 0.00% | 2,240 | 732 | 48.5% | $22.08万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $67.71万 | 0.00% | 14,521 | 14,521 | — | $67.71万 | 新建仓 |
| ALLE | ALLEGION PLC | $67.80万 | 0.00% | 4,826 | 1,671 | 53.0% | $23.48万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $67.89万 | 0.00% | 4,030 | 330 | 8.9% | $5.56万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $67.90万 | 0.00% | 4,876 | -6,120 | -55.7% | -$85.22万 | 减仓 |
| MDLN | MEDLINE INC | $68.03万 | 0.00% | 17,248 | 17,248 | — | $68.03万 | 新建仓 |
| HSY | HERSHEY CO | $68.20万 | 0.00% | 3,887 | 282 | 7.8% | $4.95万 | 加仓 |
| AA | ALCOA CORP | $68.83万 | 0.00% | 13,200 | 293 | 2.3% | $1.53万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $68.85万 | 0.00% | 24,415 | 8,398 | 52.4% | $23.68万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $69.05万 | 0.00% | 6,004 | -314 | -5.0% | -$3.61万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $69.17万 | 0.00% | 8,014 | 1,712 | 27.2% | $14.78万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $69.26万 | 0.00% | 5,859 | 1,454 | 33.0% | $17.19万 | 加仓 |
| RS | RELIANCE INC | $69.27万 | 0.00% | 1,854 | 355 | 23.7% | $13.26万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $69.42万 | 0.00% | 67,396 | 151 | 0.2% | $1,555 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $69.56万 | 0.00% | 1,042 | -28 | -2.6% | -$1.87万 | 减仓 |
| MKC | MCCORMICK & CO INC 看跌期权 | $69.58万 | 0.00% | 13,800 | -57,600 | -80.7% | -$290.42万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $69.66万 | 0.00% | 16,095 | 16,095 | — | $69.66万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $69.73万 | 0.00% | 40,191 | -2,068 | -4.9% | -$3.59万 | 减仓 |
| EWJ | ISHARES INC | $69.78万 | 0.00% | 7,481 | 61 | 0.8% | $5,690 | 加仓 |
| GOVT | ISHARES TR | $70.84万 | 0.00% | 31,097 | 851 | 2.8% | $1.94万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $70.92万 | 0.00% | 14,834 | -1,606 | -9.8% | -$7.68万 | 减仓 |
| COO | COOPER COS INC | $70.96万 | 0.00% | 9,895 | 2,775 | 39.0% | $19.90万 | 加仓 |
| MLPA | GLOBAL X FDS | $71.17万 | 0.00% | 13,409 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $71.22万 | 0.00% | 3,659 | 158 | 4.5% | $3.08万 | 加仓 |
| FNB | F N B CORP | $71.49万 | 0.00% | 37,470 | 13,850 | 58.6% | $26.43万 | 加仓 |
| VNO | VORNADO RLTY TR | $71.74万 | 0.00% | 18,254 | 5,318 | 41.1% | $20.90万 | 加仓 |
| RPM | RPM INTL INC | $71.87万 | 0.00% | 6,465 | 333 | 5.4% | $3.70万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $71.93万 | 0.00% | 9,596 | -381 | -3.8% | -$2.86万 | 减仓 |
| TG | TREDEGAR CORP | $72.08万 | 0.00% | 90,547 | 780 | 0.9% | $6,209 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $72.10万 | 0.00% | 5,611 | -158 | -2.7% | -$2.03万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $72.18万 | 0.00% | 12,780 | -15,270 | -54.4% | -$86.25万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $72.27万 | 0.00% | 7,596 | 403 | 5.6% | $3.83万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $72.29万 | 0.00% | 20,601 | 1,061 | 5.4% | $3.72万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $72.57万 | 0.00% | 7,561 | -1,170 | -13.4% | -$11.23万 | 减仓 |
| SHLD | GLOBAL X FDS | $72.69万 | 0.00% | 12,173 | 5,630 | 86.0% | $33.62万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $72.71万 | 0.00% | 3,888 | 620 | 19.0% | $11.60万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $72.71万 | 0.00% | 3,853 | 981 | 34.2% | $18.51万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $72.86万 | 0.00% | 8,841 | 2,418 | 37.6% | $19.93万 | 加仓 |
| ARKK | ARK ETF TR | $72.91万 | 0.00% | 9,021 | 2,050 | 29.4% | $16.57万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $72.95万 | 0.00% | 5,130 | 3,051 | 146.8% | $43.39万 | 加仓 |
| INDA | ISHARES TR | $72.98万 | 0.00% | 14,777 | 547 | 3.8% | $2.70万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $73.07万 | 0.00% | 28,971 | 146 | 0.5% | $3,682 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $73.29万 | 0.00% | 11,449 | -2,417 | -17.4% | -$15.47万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $73.37万 | 0.00% | 6,042 | 528 | 9.6% | $6.41万 | 加仓 |
| ALAB | ASTERA LABS INC | $73.42万 | 0.00% | 1,520 | 1,520 | — | $73.42万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $73.44万 | 0.00% | 4,752 | 267 | 6.0% | $4.13万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $73.65万 | 0.00% | 3,978 | 303 | 8.2% | $5.61万 | 加仓 |
| BPOP | POPULAR INC | $73.68万 | 0.00% | 4,488 | 10 | 0.2% | $1,642 | 加仓 |
| KHC | KRAFT HEINZ CO | $73.91万 | 0.00% | 31,291 | 16,287 | 108.6% | $38.47万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $73.99万 | 0.00% | 20,571 | 20,571 | — | $73.99万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $74.00万 | 0.00% | 5,873 | 319 | 5.7% | $4.02万 | 加仓 |