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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $26.63亿 | 17.23% | 8,726,405 | 78,244 | 0.9% | $2,387.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $12.27亿 | 7.94% | 5,763,602 | 57,711 | 1.0% | $1,228.17万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $6.76亿 | 4.38% | 14,422,179 | 2,042,169 | 16.5% | $9,575.26万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6.39亿 | 4.13% | 5,744,706 | 495,876 | 9.4% | $5,513.11万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $6.18亿 | 4.00% | 8,063,098 | 454,169 | 6.0% | $3,482.48万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4.81亿 | 3.11% | 9,550,931 | 107,822 | 1.1% | $542.89万 | 加仓 |
| AAPL | APPLE INC | $4.03亿 | 2.61% | 1,588,842 | 48,479 | 3.1% | $1,230.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.97亿 | 1.92% | 456,556 | -4,874 | -1.1% | -$316.98万 | 减仓 |
| IVW | ISHARES TR | $2.53亿 | 1.64% | 2,236,643 | -135,416 | -5.7% | -$1,531.69万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2.51亿 | 1.63% | 2,767,124 | -2,014,808 | -42.1% | -$1.83亿 | 减仓 |
| HD | HOME DEPOT INC | $2.24亿 | 1.45% | 679,680 | -4,990 | -0.7% | -$164.12万 | 减仓 |
| QLTY | GMO ETF TRUST | $2.14亿 | 1.38% | 5,905,175 | 5,404,269 | 1,078.9% | $1.96亿 | 加仓 |
| MSFT | MICROSOFT CORP | $2.00亿 | 1.30% | 540,626 | 10,316 | 1.9% | $381.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.93亿 | 1.25% | 1,106,883 | 89,643 | 8.8% | $1,563.37万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.66亿 | 1.07% | 6,595,221 | -93,398 | -1.4% | -$234.43万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.56亿 | 1.01% | 1,248,350 | 37,093 | 3.1% | $464.14万 | 加仓 |
| IVV | ISHARES TR | $1.47亿 | 0.95% | 224,445 | 8,346 | 3.9% | $545.17万 | 加仓 |
| ITOT | ISHARES TR | $1.43亿 | 0.92% | 1,002,300 | -18,378 | -1.8% | -$261.76万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.41亿 | 0.91% | 1,664,927 | -10,847 | -0.6% | -$92.03万 | 减仓 |
| AMZN | AMAZON COM INC | $1.33亿 | 0.86% | 638,805 | 20,748 | 3.4% | $432.12万 | 加仓 |
| GOOGL | ALPHABET INC | $1.31亿 | 0.85% | 455,267 | 21,715 | 5.0% | $624.44万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.30亿 | 0.84% | 2,551,982 | 374,070 | 17.2% | $1,907.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.18亿 | 0.76% | 196,976 | 3,108 | 1.6% | $185.72万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1.10亿 | 0.71% | 2,554,536 | -36,255 | -1.4% | -$156.37万 | 减仓 |
| GOOG | ALPHABET INC | $9,927.58万 | 0.64% | 346,079 | 6,391 | 1.9% | $183.33万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $8,833.96万 | 0.57% | 980,026 | -122,864 | -11.1% | -$1,107.50万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $8,545.83万 | 0.55% | 1,060,539 | 18,197 | 1.7% | $146.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,536.65万 | 0.55% | 178,143 | 6,279 | 3.7% | $300.89万 | 加仓 |
| AVGO | BROADCOM INC | $8,234.06万 | 0.53% | 266,035 | 19,305 | 7.8% | $597.51万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $7,864.65万 | 0.51% | 3,067,334 | 35,898 | 1.2% | $92.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,680.18万 | 0.50% | 1,022,660 | -3,275 | -0.3% | -$24.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,584.47万 | 0.49% | 257,834 | 10,997 | 4.5% | $323.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,412.24万 | 0.48% | 303,233 | 6,789 | 2.3% | $165.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,306.88万 | 0.47% | 1,987,725 | 159,055 | 8.7% | $584.69万 | 加仓 |
| ALB | ALBEMARLE CORP | $7,245.07万 | 0.47% | 403,557 | 1,474 | 0.4% | $26.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,117.57万 | 0.46% | 1,831,592 | 11,846 | 0.7% | $46.03万 | 加仓 |
| — | EXXON MOBIL CORP | $5,920.75万 | 0.38% | 348,977 | 20,086 | 6.1% | $340.78万 | 加仓 |
| V | VISA INC | $5,873.46万 | 0.38% | 194,330 | -724 | -0.4% | -$21.88万 | 减仓 |
| LLY | ELI LILLY & CO | $5,797.17万 | 0.38% | 63,028 | 3,907 | 6.6% | $359.36万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,769.82万 | 0.37% | 1,278,772 | -64,528 | -4.8% | -$291.15万 | 减仓 |
| META | META PLATFORMS INC | $5,759.31万 | 0.37% | 100,664 | 6,480 | 6.9% | $370.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,610.79万 | 0.36% | 97,210 | 342 | 0.4% | $19.74万 | 加仓 |
| WMT | WALMART INC | $5,440.15万 | 0.35% | 437,733 | 10,830 | 2.5% | $134.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,062.38万 | 0.33% | 1,737,859 | -96,859 | -5.3% | -$282.15万 | 减仓 |
| IWD | ISHARES TR | $5,049.27万 | 0.33% | 236,311 | 1,595 | 0.7% | $34.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,041.20万 | 0.33% | 1,643,156 | 63,788 | 4.0% | $195.70万 | 加仓 |
| KO | COCA COLA CO | $4,784.36万 | 0.31% | 629,106 | 29,336 | 4.9% | $223.10万 | 加仓 |
| IWF | ISHARES TR | $4,522.23万 | 0.29% | 106,056 | 5,195 | 5.2% | $221.51万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,384.55万 | 0.28% | 228,456 | -2,063 | -0.9% | -$39.59万 | 减仓 |
| TSLA | TESLA INC | $4,358.60万 | 0.28% | 117,245 | 8,063 | 7.4% | $299.74万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $4,083.12万 | 0.26% | 1,210,171 | -183,322 | -13.2% | -$618.53万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $4,060.86万 | 0.26% | 940,014 | -58,583 | -5.9% | -$253.08万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,992.49万 | 0.26% | 361,409 | -4,077 | -1.1% | -$45.04万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,888.09万 | 0.25% | 269,183 | 2,494 | 0.9% | $36.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,876.07万 | 0.25% | 187,340 | 1,318 | 0.7% | $27.27万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $3,557.37万 | 0.23% | 752,086 | -83,268 | -10.0% | -$393.86万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,529.64万 | 0.23% | 80,808 | 4,181 | 5.5% | $182.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,498.35万 | 0.23% | 1,413,474 | -22,652 | -1.6% | -$56.06万 | 减仓 |
| CAT | CATERPILLAR INC | $3,321.85万 | 0.22% | 46,888 | 1,479 | 3.3% | $104.78万 | 加仓 |
| CSCO | CISCO SYS INC | $3,277.20万 | 0.21% | 422,373 | 1,776 | 0.4% | $13.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,263.70万 | 0.21% | 113,646 | -2,066 | -1.8% | -$59.33万 | 减仓 |
| T | AT&T INC | $3,247.52万 | 0.21% | 1,120,220 | 37,614 | 3.5% | $109.04万 | 加仓 |
| RTX | RTX CORPORATION | $3,160.98万 | 0.20% | 163,866 | 3,189 | 2.0% | $61.52万 | 加仓 |
| MINT | PIMCO ETF TR | $3,074.74万 | 0.20% | 305,731 | -124,796 | -29.0% | -$1,255.08万 | 减仓 |
| ABBV | ABBVIE INC | $3,068.88万 | 0.20% | 141,104 | 6,079 | 4.5% | $132.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,052.33万 | 0.20% | 30,632 | 3,235 | 11.8% | $322.35万 | 加仓 |
| IJR | ISHARES TR | $3,037.96万 | 0.20% | 244,385 | -5,374 | -2.2% | -$66.80万 | 减仓 |
| IWV | ISHARES TR | $2,976.85万 | 0.19% | 80,307 | 377 | 0.5% | $13.97万 | 加仓 |
| GLD | SPDR GOLD TR | $2,954.44万 | 0.19% | 68,661 | 1,331 | 2.0% | $57.27万 | 加仓 |
| MRK | MERCK & CO INC | $2,904.28万 | 0.19% | 241,439 | 13,245 | 5.8% | $159.32万 | 加仓 |
| EFA | ISHARES TR | $2,850.85万 | 0.18% | 293,508 | 30,877 | 11.8% | $299.91万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,780.21万 | 0.18% | 75,664 | 587 | 0.8% | $21.57万 | 加仓 |
| ORCL | ORACLE CORP | $2,729.32万 | 0.18% | 185,529 | 1,784 | 1.0% | $26.24万 | 加仓 |
| MCD | MCDONALDS CORP | $2,703.12万 | 0.17% | 86,975 | 162 | 0.2% | $5.03万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,619.63万 | 0.17% | 52,428 | 788 | 1.5% | $39.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,440.16万 | 0.16% | 114,207 | -7,785 | -6.4% | -$166.34万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,386.20万 | 0.15% | 91,104 | 5,114 | 5.9% | $133.95万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,329.94万 | 0.15% | 117,501 | -17,707 | -13.1% | -$351.11万 | 减仓 |
| PEP | PEPSICO INC | $2,323.13万 | 0.15% | 149,599 | 1,032 | 0.7% | $16.03万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,316.92万 | 0.15% | 263,766 | -5,587 | -2.1% | -$49.08万 | 减仓 |
| NFLX | NETFLIX INC. | $2,282.48万 | 0.15% | 237,387 | 14,756 | 6.6% | $141.88万 | 加仓 |
| HDV | ISHARES TR | $2,281.65万 | 0.15% | 168,114 | 9,449 | 6.0% | $128.24万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,278.63万 | 0.15% | 94,006 | 7,304 | 8.4% | $177.04万 | 加仓 |
| — | HONEYWELL INTL INC | $2,101.87万 | 0.14% | 92,990 | 1,724 | 1.9% | $38.97万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,084.76万 | 0.13% | 427,643 | 17,772 | 4.3% | $86.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,050.43万 | 0.13% | 220,760 | 36 | 0.0% | $3,344 | 加仓 |
| DVY | ISHARES TR | $2,046.11万 | 0.13% | 135,137 | 1,171 | 0.9% | $17.73万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,031.51万 | 0.13% | 29,116 | -163 | -0.6% | -$11.37万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,023.83万 | 0.13% | 66,907 | 339 | 0.5% | $10.25万 | 加仓 |
| AMGN | AMGEN INC | $1,975.42万 | 0.13% | 56,143 | 106 | 0.2% | $3.73万 | 加仓 |
| DGRO | ISHARES TR | $1,969.57万 | 0.13% | 280,645 | -6,085 | -2.1% | -$42.70万 | 减仓 |
| IEFA | ISHARES TR | $1,961.94万 | 0.13% | 216,717 | 5,283 | 2.5% | $47.83万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,938.98万 | 0.13% | 27 | -10 | -27.0% | -$718.14万 | 减仓 |
| NEU | NEWMARKET CORP | $1,919.39万 | 0.12% | 29,946 | 82 | 0.3% | $5.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,890.80万 | 0.12% | 295,068 | 43,299 | 17.2% | $277.46万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,874.00万 | 0.12% | 170,845 | 1,517 | 0.9% | $16.64万 | 加仓 |
| MS | MORGAN STANLEY | $1,853.31万 | 0.12% | 112,615 | 29,842 | 36.1% | $491.11万 | 加仓 |
| SO | SOUTHERN CO | $1,846.52万 | 0.12% | 191,309 | -1,124 | -0.6% | -$10.85万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,843.83万 | 0.12% | 179,588 | 2,317 | 1.3% | $23.79万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,819.77万 | 0.12% | 206,417 | -419 | -0.2% | -$3.69万 | 减仓 |