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HHM Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

HHM Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001750086

持仓数

878

前50大市值合计

$759.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$158.2M

5,156,506

20.8%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$129.2M

5,146,591

17.0%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$104.7M

3,594,993

13.8%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$48.2M

814,372

6.3%

SPTS SPDR SERIES TRUST

STATE STREET SPD

$38.2M

1,308,197

5.0%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$27.0M

304,249

3.6%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$26.6M

1,074,279

3.5%

AAPL APPLE INC

COM

$17.5M

68,780

2.3%

CALF PACER FDS TR

US SMALL CAP CAS

$17.1M

380,206

2.2%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$16.7M

342,266

2.2%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$16.6M

150,429

2.2%

FNDE SCHWAB STRATEGIC TR

FUNDAMENTAL EMER

$16.6M

433,129

2.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$16.3M

75,730

2.1%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$15.0M

483,483

2.0%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$13.5M

465,370

1.8%

MSFT MICROSOFT CORP

COM

$9.2M

24,896

1.2%

AMZN AMAZON COM INC

COM

$6.6M

31,488

0.9%

NVDA NVIDIA CORPORATION

COM

$4.3M

24,783

0.6%

USMV ISHARES TR

MSCI USA MIN VOL

$3.8M

41,232

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$3.6M

12,584

0.5%

CAT CATERPILLAR INC

COM

$3.6M

5,097

0.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.5M

7,969

0.5%

TFI SPDR SERIES TRUST

STATE STREET SPD

$3.4M

75,094

0.4%

JPM JPMORGAN CHASE & CO

COM

$3.1M

10,554

0.4%

IVV ISHARES TR

CORE S&P500 ETF

$3.1M

4,741

0.4%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$3.0M

93,365

0.4%

NSC NORFOLK SOUTHN CORP

COM

$2.9M

10,215

0.4%

JPUS J P MORGAN EXCHANGE TRADED F

JPMORGAN DIVER

$2.8M

21,801

0.4%

GOOG ALPHABET INC

CAP STK CL C

$2.8M

9,622

0.4%

FNDB SCHWAB STRATEGIC TR

FUNDAMENTAL US B

$2.5M

90,493

0.3%

UNM UNUM GROUP

COM

$2.3M

31,331

0.3%

MSTR STRATEGY INC

CL A NEW

$2.2M

18,011

0.3%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$2.2M

22,981

0.3%

HD HOME DEPOT INC

COM

$2.2M

6,668

0.3%

CWI SPDR INDEX SHS FDS

STATE STREET SPD

$2.2M

59,574

0.3%

TSLA TESLA INC

COM

$2.2M

5,853

0.3%

HCA HCA HEALTHCARE INC

COM

$2.1M

4,460

0.3%

WMT WALMART INC

COM

$2.1M

16,975

0.3%

ABBV ABBVIE INC

COM

$2.0M

9,385

0.3%

SFBS SERVISFIRST BANCSHARES INC

COM

$2.0M

27,334

0.3%

SO SOUTHERN CO

COM

$2.0M

20,535

0.3%

RSPT INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC

$2.0M

43,550

0.3%

UNM UNUM GROUP

PUT · 认沽

$2.0M

26,900

0.3%

— EXXON MOBIL CORP

COM

$2.0M

11,517

0.3%

LLY ELI LILLY & CO

COM

$1.9M

2,104

0.3%

V VISA INC

COM CL A

$1.8M

6,090

0.2%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.8M

4,309

0.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.8M

3,179

0.2%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$1.7M

22,476

0.2%

PG PROCTER & GAMBLE CO

COM

$1.6M

11,314

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

67%前 6 大占比

SCHD20.8%SCHB17.0%SCHG13.8%SPMD6.3%SPTS5.0%VNQ3.6%