HBE Wealth Management, LLC
LINCOLN NE · SEC CIK 0002104442
$1.39亿2026Q2 申报市值
59持仓数
72.9%前十大占比 · 第一大 13.0%
8 / 2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
AVDV 加仓+$272.88万
ITOT 加仓+$207.27万
DFEM 加仓+$183.36万
IDEV 加仓+$162.71万
DIHP 加仓+$153.66万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$45.56万
WMT 清仓-$32.02万
MU 减仓-$30.94万
PCG 清仓-$18.40万
IQLT 减仓-$4.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,577 | -100.0% | -$32.02万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -10,473 | -100.0% | -$18.40万 | 清仓 |
| FTI | TECHNIPFMC PLC | $20.26万 | 0.15% | 3,056 | 9 | 0.3% | $597 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.81万 | 0.15% | 3,611 | -22 | -0.6% | -$1,268 | 减仓 |
| — | EXXON MOBIL CORP | $20.88万 | 0.15% | 1,527 | -13 | -0.8% | -$1,777 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $21.18万 | 0.15% | 1,311 | 1,311 | — | $21.18万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.50万 | 0.15% | 1,164 | 1,164 | — | $21.50万 | 新建仓 |
| CB | CHUBB LIMITED | $23.72万 | 0.17% | 696 | 2 | 0.3% | $681 | 加仓 |
| IVLU | ISHARES TR | $24.10万 | 0.17% | 5,762 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $24.90万 | 0.18% | 2,314 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $25.17万 | 0.18% | 394 | 394 | — | $25.17万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $25.42万 | 0.18% | 2,800 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $25.85万 | 0.19% | 893 | 893 | — | $25.85万 | 新建仓 |
| IQLT | ISHARES TR | $27.16万 | 0.20% | 5,481 | -851 | -13.4% | -$4.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $27.39万 | 0.20% | 632 | 632 | — | $27.39万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $28.94万 | 0.21% | 146 | 146 | — | $28.94万 | 新建仓 |
| HD | HOME DEPOT INC | $29.52万 | 0.21% | 837 | 837 | — | $29.52万 | 新建仓 |
| INTC | INTEL CORP | $30.79万 | 0.22% | 2,205 | -3,263 | -59.7% | -$45.56万 | 减仓 |
| QUAL | ISHARES TR | $31.25万 | 0.22% | 1,424 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $32.53万 | 0.23% | 7,885 | 367 | 4.9% | $1.51万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $33.60万 | 0.24% | 9,017 | 1 | 0.0% | $37 | 加仓 |
| LLY | ELI LILLY & CO | $34.78万 | 0.25% | 290 | -2 | -0.7% | -$2,399 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $35.76万 | 0.26% | 7,096 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $37.03万 | 0.27% | 2,882 | 17 | 0.6% | $2,184 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.63万 | 0.27% | 326 | -268 | -45.1% | -$30.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $40.59万 | 0.29% | 591 | 37 | 6.7% | $2.54万 | 加仓 |
| IEMG | ISHARES INC | $45.84万 | 0.33% | 5,534 | -3 | -0.1% | -$249 | 减仓 |
| GOOGL | ALPHABET INC | $47.37万 | 0.34% | 1,325 | 23 | 1.8% | $8,222 | 加仓 |
| IJS | ISHARES TR | $48.70万 | 0.35% | 3,563 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.13万 | 0.35% | 6,895 | 171 | 2.5% | $1.22万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $53.11万 | 0.38% | 10,274 | -160 | -1.5% | -$8,270 | 减仓 |
| AVGO | BROADCOM INC | $58.70万 | 0.42% | 1,554 | -105 | -6.3% | -$3.97万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $70.19万 | 0.50% | 12,760 | 1 | 0.0% | $55 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $71.72万 | 0.52% | 14,838 | 14,838 | — | $71.72万 | 新建仓 |
| GOOG | ALPHABET INC | $73.17万 | 0.53% | 2,071 | 19 | 0.9% | $6,713 | 加仓 |
| AMZN | AMAZON COM INC | $75.65万 | 0.54% | 3,174 | 30 | 1.0% | $7,150 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $78.90万 | 0.57% | 10,127 | -335 | -3.2% | -$2.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $89.49万 | 0.64% | 2,399 | 172 | 7.7% | $6.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $95.90万 | 0.69% | 4,793 | 265 | 5.9% | $5.30万 | 加仓 |
| AAPL | APPLE INC | $99.51万 | 0.71% | 3,439 | 293 | 9.3% | $8.48万 | 加仓 |
| IEI | ISHARES TR | $117.76万 | 0.85% | 10,027 | 274 | 2.8% | $3.22万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $129.70万 | 0.93% | 32,320 | 3,231 | 11.1% | $12.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $131.06万 | 0.94% | 33,788 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.80万 | 0.95% | 2,634 | 38 | 1.5% | $1.90万 | 加仓 |
| AME | AMETEK INC | $145.82万 | 1.05% | 6,027 | 2 | 0.0% | $484 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $146.52万 | 1.05% | 39,772 | -184 | -0.5% | -$6,778 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $180.43万 | 1.30% | 33,401 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $219.24万 | 1.57% | 31,364 | -152 | -0.5% | -$1.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $241.19万 | 1.73% | 6,518 | -33 | -0.5% | -$1.22万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $262.46万 | 1.89% | 21,037 | -210 | -1.0% | -$2.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $423.42万 | 3.04% | 101,467 | 10,351 | 11.4% | $43.19万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $446.65万 | 3.21% | 130,887 | 45,027 | 52.4% | $153.66万 | 加仓 |
| IDEV | ISHARES TR | $652.85万 | 4.69% | 73,346 | 18,280 | 33.2% | $162.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $766.30万 | 5.50% | 172,746 | 6,369 | 3.8% | $28.25万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $827.54万 | 5.94% | 203,626 | 45,118 | 28.5% | $183.36万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $896.83万 | 6.44% | 178,545 | 10,751 | 6.4% | $54.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $922.67万 | 6.63% | 193,228 | 8,577 | 4.6% | $40.96万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,072.70万 | 7.70% | 104,095 | 26,480 | 34.1% | $272.88万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,259.00万 | 9.04% | 213,462 | 12,935 | 6.5% | $76.29万 | 加仓 |
| ITOT | ISHARES TR | $1,498.04万 | 10.76% | 91,194 | 12,618 | 16.1% | $207.27万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,812.58万 | 13.02% | 620,965 | 2,138 | 0.3% | $6.24万 | 加仓 |