HBE Wealth Management, LLC
LINCOLN NE · SEC CIK 0002104442
$1.15亿2026Q1 申报市值
53持仓数
73.0%前十大占比 · 第一大 13.7%
7 / 2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
BSVO 加仓+$107.80万
VGIT 加仓+$92.70万
DIMENSIONAL ETF 加仓+$64.35万
ITOT 加仓+$45.36万
VTI 加仓+$44.53万
2026Q1 卖出最多 按季末市值估算
EXPE 清仓-$20.85万
PEP 清仓-$20.39万
DIMENSIONAL ETF 减仓-$15.15万
IDEV 减仓-$12.74万
VTIP 减仓-$9.28万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -736 | -100.0% | -$20.85万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,421 | -100.0% | -$20.39万 | 清仓 |
| PCG | PG&E CORP | $18.40万 | 0.16% | 10,473 | -1,396 | -11.8% | -$2.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.07万 | 0.17% | 594 | 594 | — | $20.07万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $21.06万 | 0.18% | 3,047 | 3,047 | — | $21.06万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.03万 | 0.19% | 3,633 | 3,633 | — | $22.03万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $22.14万 | 0.19% | 2,800 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $22.62万 | 0.20% | 694 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $22.86万 | 0.20% | 5,762 | -918 | -13.7% | -$3.64万 | 减仓 |
| INTC | INTEL CORP | $24.13万 | 0.21% | 5,468 | -1,263 | -18.8% | -$5.57万 | 减仓 |
| MUB | ISHARES TR | $24.56万 | 0.21% | 2,314 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $26.13万 | 0.23% | 1,540 | 1,540 | — | $26.13万 | 新建仓 |
| LLY | ELI LILLY & CO | $26.86万 | 0.23% | 292 | 59 | 25.3% | $5.43万 | 加仓 |
| QUAL | ISHARES TR | $27.31万 | 0.24% | 1,424 | 1,424 | — | $27.31万 | 新建仓 |
| IQLT | ISHARES TR | $29.27万 | 0.26% | 6,332 | 6,332 | — | $29.27万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.29万 | 0.26% | 7,518 | 7,518 | — | $29.29万 | 新建仓 |
| WMT | WALMART INC | $32.02万 | 0.28% | 2,577 | 104 | 4.2% | $1.29万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $32.04万 | 0.28% | 9,016 | -11 | -0.1% | -$391 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $32.39万 | 0.28% | 7,096 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $33.10万 | 0.29% | 554 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $34.46万 | 0.30% | 2,865 | 416 | 17.0% | $5.00万 | 加仓 |
| GOOGL | ALPHABET INC | $37.45万 | 0.33% | 1,302 | 279 | 27.3% | $8.03万 | 加仓 |
| IEMG | ISHARES INC | $38.62万 | 0.34% | 5,537 | -613 | -10.0% | -$4.28万 | 减仓 |
| IJS | ISHARES TR | $42.20万 | 0.37% | 3,563 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.09万 | 0.38% | 6,724 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $47.08万 | 0.41% | 10,434 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $51.35万 | 0.45% | 1,659 | 1,067 | 180.2% | $33.02万 | 加仓 |
| GOOG | ALPHABET INC | $58.86万 | 0.51% | 2,052 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $61.83万 | 0.54% | 12,759 | -205 | -1.6% | -$9,935 | 减仓 |
| AMZN | AMAZON COM INC | $65.48万 | 0.57% | 3,144 | 601 | 23.6% | $12.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $78.97万 | 0.69% | 4,528 | 526 | 13.1% | $9.17万 | 加仓 |
| AAPL | APPLE INC | $79.84万 | 0.70% | 3,146 | 1,186 | 60.5% | $30.10万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $82.03万 | 0.72% | 10,462 | 168 | 1.6% | $1.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $82.44万 | 0.72% | 2,227 | 389 | 21.2% | $14.40万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $114.73万 | 1.00% | 29,089 | 6,302 | 27.7% | $24.86万 | 加仓 |
| IEI | ISHARES TR | $115.67万 | 1.01% | 9,753 | -85 | -0.9% | -$1.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $118.39万 | 1.03% | 33,788 | 691 | 2.1% | $2.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.40万 | 1.08% | 2,596 | 1 | 0.0% | $479 | 加仓 |
| AME | AMETEK INC | $129.15万 | 1.13% | 6,025 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $135.73万 | 1.18% | 39,956 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $176.29万 | 1.54% | 33,401 | -728 | -2.1% | -$3.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $196.82万 | 1.72% | 31,516 | -2,426 | -7.1% | -$15.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $210.16万 | 1.83% | 6,551 | 1,388 | 26.9% | $44.53万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $234.72万 | 2.05% | 21,247 | 2,411 | 12.8% | $26.63万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $276.64万 | 2.41% | 85,860 | 6,270 | 7.9% | $20.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $334.94万 | 2.92% | 91,116 | 9,917 | 12.2% | $36.45万 | 加仓 |
| IDEV | ISHARES TR | $460.19万 | 4.01% | 55,066 | -1,524 | -2.7% | -$12.74万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $547.64万 | 4.77% | 158,508 | 11,927 | 8.1% | $41.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $646.54万 | 5.64% | 166,377 | 16,560 | 11.1% | $64.35万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $775.07万 | 6.76% | 77,615 | -285 | -0.4% | -$2.85万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $838.13万 | 7.31% | 167,794 | -1,858 | -1.1% | -$9.28万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $884.11万 | 7.71% | 184,651 | 535 | 0.3% | $2.56万 | 加仓 |
| ITOT | ISHARES TR | $1,119.16万 | 9.76% | 78,576 | 3,185 | 4.2% | $45.36万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,194.14万 | 10.41% | 200,527 | 15,566 | 8.4% | $92.70万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,569.96万 | 13.68% | 618,827 | 42,493 | 7.4% | $107.80万 | 加仓 |