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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -24,961 | -100.0% | -$458.94万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -124,904 | -100.0% | -$244.50万 | 清仓 |
| — | PENNYMAC CORP | $0 | 0.00% | 0 | -1,444,000 | -100.0% | -$145.55万 | 清仓 |
| — | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -1,265,000 | -100.0% | -$124.94万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -25,156 | -100.0% | -$104.90万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -17,778 | -100.0% | -$88.98万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -8,910 | -100.0% | -$85.02万 | 清仓 |
| — | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -702,000 | -100.0% | -$69.47万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -7,652 | -100.0% | -$66.52万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -12,940 | -100.0% | -$55.47万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,195 | -100.0% | -$49.19万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -5,751 | -100.0% | -$39.77万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -6,215 | -100.0% | -$39.14万 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRANKLIN CRYPTO INDEX ETF | $0 | 0.00% | 0 | -17,203 | -100.0% | -$38.95万 | 清仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$38.69万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -8,168 | -100.0% | -$34.99万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,343 | -100.0% | -$33.95万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -738 | -100.0% | -$32.92万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -4,059 | -100.0% | -$32.68万 | 清仓 |
| EQL | ALPS ETF TR | $0 | 0.00% | 0 | -6,483 | -100.0% | -$30.07万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLVP | ISHARES INC | $0 | 0.00% | 0 | -8,362 | -100.0% | -$28.66万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,829 | -100.0% | -$27.16万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,203 | -100.0% | -$27.07万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -5,541 | -100.0% | -$26.77万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -12,526 | -100.0% | -$25.57万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,380 | -100.0% | -$24.59万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -4,887 | -100.0% | -$24.59万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -7,924 | -100.0% | -$23.96万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -9,285 | -100.0% | -$23.21万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VSEE HEALTH INC | $0 | 0.00% | 0 | -602,652 | -100.0% | -$22.56万 | 清仓 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | -2,958 | -100.0% | -$22.26万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -1,681 | -100.0% | -$20.51万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,904 | -100.0% | -$20.45万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PII | POLARIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CARDIFF ONCOLOGY INC | $0 | 0.00% | 0 | -71,491 | -100.0% | -$20.09万 | 清仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $0 | 0.00% | 0 | -32,550 | -100.0% | -$19.46万 | 清仓 |
| NOMD | NOMAD FOODS LTD | $0 | 0.00% | 0 | -14,734 | -100.0% | -$18.43万 | 清仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -28,868 | -100.0% | -$17.47万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -13,561 | -100.0% | -$15.49万 | 清仓 |
| — | HANCOCK JOHN PREM DIVID FD | $0 | 0.00% | 0 | -11,757 | -100.0% | -$14.93万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -11,518 | -100.0% | -$7.34万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -18,981 | -100.0% | -$6.49万 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -13,975 | -100.0% | -$5.52万 | 清仓 |
| — | ORION PROPERTIES INC | $0 | 0.00% | 0 | -19,160 | -100.0% | -$4.33万 | 清仓 |
| — | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -21,000 | -100.0% | -$2.36万 | 清仓 |
| CABA | CABALETTA BIO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.19万 | 清仓 |
| — | FORD MTR CO | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.08万 | 清仓 |
| — | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.28万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -10,511 | -100.0% | -$7,239 | 清仓 |
| — | FEMASYS INC | $4,672 | 0.00% | 11,118 | 0 | 0.0% | — | 不变 |
| — | WHEELS UP EXPERIENCE INC | $5,682 | 0.00% | 11,000 | 11,000 | — | $5,682 | 新建仓 |
| — | BEYOND MEAT INC | $8,043 | 0.00% | 11,463 | 11,463 | — | $8,043 | 新建仓 |
| — | HERON THERAPEUTICS INC | $8,952 | 0.00% | 11,189 | 888 | 8.6% | $710 | 加仓 |
| — | RESEARCH FRONTIERS INC | $9,020 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NEW FORTRESS ENERGY INC | $9,736 | 0.00% | 16,501 | 2,093 | 14.5% | $1,235 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1.05万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | HEARTBEAM INC | $1.22万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $1.24万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $1.24万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | PPL CAP FDG INC | $1.51万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $1.54万 | 0.00% | 10,622 | 10,622 | — | $1.54万 | 新建仓 |
| — | EURONET WORLDWIDE INC | $1.61万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $2.13万 | 0.00% | 13,139 | 13,139 | — | $2.13万 | 新建仓 |
| — | WINNEBAGO INDS INC | $2.26万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $2.29万 | 0.00% | 39,368 | 12,763 | 48.0% | $7,437 | 加仓 |
| — | ATLANTIC AMERN CORP | $2.33万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $2.38万 | 0.00% | 19,174 | 19,174 | — | $2.38万 | 新建仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $2.59万 | 0.00% | 13,100 | 13,100 | — | $2.59万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $3.28万 | 0.00% | 12,121 | 12,121 | — | $3.28万 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $3.35万 | 0.00% | 12,058 | 12,058 | — | $3.35万 | 新建仓 |
| BMBL | BUMBLE INC | $3.43万 | 0.00% | 10,518 | 10,518 | — | $3.43万 | 新建仓 |
| — | CROWN CRAFTS INC | $3.82万 | 0.00% | 14,826 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $3.88万 | 0.00% | 12,942 | 2,862 | 28.4% | $8,586 | 加仓 |
| RZLT | REZOLUTE INC | $4.12万 | 0.00% | 13,522 | 2,449 | 22.1% | $7,469 | 加仓 |
| CNDT | CONDUENT INC | $5.14万 | 0.00% | 40,164 | 40,164 | — | $5.14万 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $5.28万 | 0.00% | 22,376 | -919 | -3.9% | -$2,169 | 减仓 |
| SNAP | SNAP INC | $5.29万 | 0.00% | 11,496 | 11,496 | — | $5.29万 | 新建仓 |
| — | CELULARITY INC | $5.38万 | 0.00% | 40,415 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $6.43万 | 0.00% | 14,547 | 14,547 | — | $6.43万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $6.96万 | 0.00% | 15,199 | 15,199 | — | $6.96万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $7.27万 | 0.00% | 16,947 | -5,769 | -25.4% | -$2.47万 | 重新持有 |
| NIO | NIO INC | $7.36万 | 0.00% | 12,198 | 12,198 | — | $7.36万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $7.65万 | 0.00% | 33,560 | 1,016 | 3.1% | $2,316 | 加仓 |
| ENVX | ENOVIX CORPORATION | $7.96万 | 0.00% | 15,370 | 15,370 | — | $7.96万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $7.98万 | 0.00% | 13,348 | 13,348 | — | $7.98万 | 新建仓 |
| TKC | TURKCELL ILETISIM | $8.00万 | 0.00% | 13,272 | 499 | 3.9% | $3,009 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $8.65万 | 0.00% | 10,037 | 27 | 0.3% | $233 | 加仓 |