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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
$759.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 35
增持 79
减持 29
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$19.3M
1,099,921
+17%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.0M
524,014
+18%
增持
VNQ
VANGUARD INDEX FDS
+$3.1M
175,944
+26%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHM
SCHWAB STRATEGIC TR
+$3.0M
532,677
+5%
增持
CALF
PACER FDS TR
+$2.8M
417,014
+15%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.6M
1,478,818
-3%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.6M
438,914
+10%
增持
AAPL
APPLE INC
+$1.5M
43,132
+1%
增持
AMZN
AMAZON COM INC
+$1.2M
27,675
+43%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
1,344,131
+4%
增持
MSFT
MICROSOFT CORP
+$947.0K
17,381
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$941.3K
259,166
+6%
增持
FNDF
SCHWAB STRATEGIC TR
+$864.1K
188,786
+9%
建仓
QQQ
INVESCO QQQ TR
+$786.0K
2,449
增持
RF
REGIONS FINANCIAL CORP NEW
+$690.2K
41,953
+923%
减持
ISTB
ISHARES TR
-$449.5K
65,257
-14%
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$388.2K
20,291
-28%
清仓
DBMF
LITMAN GREGORY FDS TR
-$362.6K
0
-100%
减持
USMV
ISHARES TR
-$358.9K
68,164
-8%
增持
FNDA
SCHWAB STRATEGIC TR
+$349.2K
92,592
+4%
增持
VOO
VANGUARD INDEX FDS
+$339.6K
2,776
+39%
增持
NSC
NORFOLK SOUTHN CORP
-$322.1K
9,437
+0%
增持
IVV
ISHARES TR
+$305.8K
2,434
+35%
增持
SCHZ
SCHWAB STRATEGIC TR
+$299.5K
16,396
+59%
建仓
KMLM
KRANESHARES TR
+$296.6K
10,060
建仓
IUSB
ISHARES TR
+$267.1K
5,788
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$239.2K
24,514
-13%
增持
XLRE
SELECT SECTOR SPDR TR
+$237.1K
37,470
+19%
建仓
IAU
ISHARES GOLD TR
+$235.7K
6,307
增持
GOOG
ALPHABET INC
+$217.5K
6,737
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$211.4K
54,802
+1%
减持
VUG
VANGUARD INDEX FDS
+$201.5K
7,231
-4%
增持
CSCO
CISCO SYS INC
+$191.3K
20,776
+11%
减持
NVDA
NVIDIA CORPORATION
+$190.6K
1,469
-1%
清仓
—
RAYTHEON TECHNOLOGIES CORP
-$188.4K
0
-100%
增持
—
PINNACLE FINL PARTNERS INC
-$183.5K
11,869
+4%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$182.8K
1,867
增持
GOOGL
ALPHABET INC
+$182.2K
8,147
+8%
增持
TSLA
TESLA INC
+$172.8K
1,511
+32%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$170.9K
3,522
+7%
建仓
PHDG
INVESCO ACTIVELY MANAGED ETF
+$166.6K
5,067
建仓
MLR
MILLER INDS INC TENN
+$161.2K
4,560
增持
JPM
JPMORGAN CHASE & CO
+$155.6K
6,569
+26%
增持
NFLX
NETFLIX INC
+$152.9K
999
+53%
增持
CAT
CATERPILLAR INC
+$142.6K
3,860
+25%
增持
HCA
HCA HEALTHCARE INC
+$139.6K
5,493
+1%
增持
EFA
ISHARES TR
+$137.4K
2,709
+215%
减持
AGG
ISHARES TR
-$127.9K
5,421
-21%
增持
ESGU
ISHARES TR
+$125.0K
1,416
+3833%
建仓
MBB
ISHARES TR
+$121.0K
1,277
增持
BX
BLACKSTONE INC
+$114.8K
1,326
+5665%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$109.6K
725
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$104.3K
1,271
增持
COST
COSTCO WHSL CORP NEW
+$96.8K
442
+64%
建仓
—
ISHARES TR
+$91.0K
3,700
建仓
—
ISHARES TR
+$90.8K
3,700
增持
HD
HOME DEPOT INC
-$88.3K
5,110
+1%
增持
TPHD
TIMOTHY PLAN
+$86.0K
7,232
+61%
建仓
TLH
ISHARES TR
+$82.6K
721
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$82.4K
618
+37%
建仓
EFV
ISHARES TR
+$81.7K
1,683
建仓
GNRC
GENERAC HLDGS INC
+$81.0K
750
建仓
EFG
ISHARES TR
+$78.6K
839
增持
TXN
TEXAS INSTRS INC
+$78.5K
1,855
+15%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
+$77.4K
16,473
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$77.1K
2,680
+253%
减持
VTEB
VANGUARD MUN BD FDS
-$75.6K
14,282
-12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$74.7K
7,176
-9%
增持
QABA
FIRST TR NASDAQ ABA CMNTY BK
+$73.8K
2,090
+585%
减持
AMGN
AMGEN INC
-$73.8K
1,332
-12%
建仓
KKR
KKR & CO INC
+$73.5K
1,400
增持
—
U S XPRESS ENTERPRISES INC
+$73.3K
16,000
+33%
减持
AMLP
ALPS ETF TR
-$71.9K
7,827
-20%
减持
UBER
UBER TECHNOLOGIES INC
+$71.0K
11,008
-2%
增持
—
STELLANTIS N.V
+$69.7K
5,005
+234%
增持
IEMG
ISHARES INC
+$67.2K
1,785
+320%
增持
DAL
DELTA AIR LINES INC DEL
+$67.0K
8,595
+21%
减持
TFI
SPDR SER TR
-$65.8K
71,333
-4%
增持
V
VISA INC
+$65.5K
1,480
+15%
增持
IVW
ISHARES TR
+$65.2K
7,907
+5%
减持
DE
DEERE & CO
-$63.5K
865
-12%
增持
BAC
BANK AMERICA CORP
-$63.4K
15,777
+2%
增持
IYW
ISHARES TR
+$62.8K
1,796
+29%
增持
—
EATON CORP PLC
+$61.8K
607
+126%
增持
PFE
PFIZER INC
-$61.0K
6,200
+1%
增持
WMT
WALMART INC
+$58.2K
1,787
+23%
减持
IJH
ISHARES TR
-$57.2K
1,951
-13%
增持
GE
GENERAL ELECTRIC CO
+$56.4K
3,972
+3%
增持
SYK
STRYKER CORPORATION
+$56.0K
262
+240%
建仓
SPSM
SPDR SER TR
+$55.4K
1,466
减持
MRK
MERCK & CO INC
-$53.0K
8,334
-2%
增持
EMR
EMERSON ELEC CO
-$52.5K
7,152
+2%
减持
META
META PLATFORMS INC
+$51.3K
712
-14%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$46.8K
584
增持
VGT
VANGUARD WORLD FDS
+$46.7K
368
+23%
减持
FNDB
SCHWAB STRATEGIC TR
+$46.3K
44,364
-1%
建仓
—
ACCENTURE PLC IRELAND
+$46.0K
161
清仓
—
GLOBE LIFE INC
-$45.2K
0
-100%
减持
SGOV
ISHARES TR
-$44.7K
7,065
-6%
增持
TPSC
TIMOTHY PLAN
+$44.6K
3,878
+54%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$44.1K
896
+72%
增持
DG
DOLLAR GEN CORP NEW
+$42.5K
293
+276%
减持
SCHX
SCHWAB STRATEGIC TR
+$42.3K
14,799
-1%
增持
FDX
FEDEX CORP
+$41.8K
462
+26%
增持
RWO
SPDR INDEX SHS FDS
+$41.5K
51,563
+1%
减持
CVS
CVS HEALTH CORP
-$41.4K
2,162
-0%
减持
IDEV
ISHARES TR
-$41.3K
785
-50%
建仓
GL
GLOBE LIFE INC
+$41.3K
375
增持
UPS
UNITED PARCEL SERVICE INC
+$40.4K
1,104
+10%
增持
BKNG
BOOKING HOLDINGS INC
+$40.2K
41
+21%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$39.7K
2,450
-44%
增持
PEP
PEPSICO INC
+$38.3K
2,070
+10%
增持
XLC
SELECT SECTOR SPDR TR
+$37.9K
1,258
+72%
增持
FNDC
SCHWAB STRATEGIC TR
+$37.0K
9,744
+7%
建仓
EMB
ISHARES TR
+$36.9K
428
增持
—
UNILEVER PLC
+$36.5K
1,899
+54%
增持
FCX
FREEPORT-MCMORAN INC
+$36.0K
1,282
+195%
减持
INTC
INTEL CORP
+$35.8K
5,814
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$35.8K
4,446
+1511%
增持
TPIF
TIMOTHY PLAN
+$35.8K
5,020
+30%
减持
—
EXXON MOBIL CORP
-$35.7K
4,401
-6%
建仓
IEF
ISHARES TR
+$35.5K
358
建仓
—
PIONEER NAT RES CO
+$35.1K
172
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$34.8K
581
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$34.5K
233
增持
DOV
DOVER CORP
+$34.3K
659
+36%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$33.1K
39
增持
FITB
FIFTH THIRD BANCORP
+$33.1K
1,242
+124100%
建仓
PWR
QUANTA SVCS INC
+$33.0K
198
建仓
—
INTERPUBLIC GROUP COS INC
+$32.8K
880
建仓
DRI
DARDEN RESTAURANTS INC
+$32.6K
210
建仓
LQD
ISHARES TR
+$32.1K
293
增持
NTAP
NETAPP INC
+$31.8K
785
+157%
增持
HPQ
HP INC
+$31.6K
1,249
+561%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$31.6K
678
清仓
—
TATA MTRS LTD
-$31.3K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$31.3K
0
-100%
清仓
—
TARGET CORP
-$31.1K
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$31.1K
798
-39%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$31.1K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$30.9K
80
增持
—
NXP SEMICONDUCTORS N V
+$30.8K
384
+49%
增持
LLY
LILLY ELI & CO
-$30.8K
2,991
+3%
增持
ALL
ALLSTATE CORP
-$30.1K
1,522
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$29.8K
6,671
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$29.7K
33
-87%
增持
ZTS
ZOETIS INC
+$29.3K
189
+1160%
建仓
LULU
LULULEMON ATHLETICA INC
+$29.1K
80
建仓
USFR
WISDOMTREE TR
+$29.0K
577
减持
VTI
VANGUARD INDEX FDS
+$28.9K
4,608
-3%
