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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 76
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$11.6M
1,111,601
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.9M
1,501,649
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$3.0M
550,597
+3%
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
AMZN
AMAZON COM INC
+$2.4M
40,689
+47%
增持
CALF
PACER FDS TR
+$2.4M
448,652
+8%
增持
AAPL
APPLE INC
+$2.2M
47,926
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
1,381,470
+3%
增持
VNQ
VANGUARD INDEX FDS
+$1.8M
196,105
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.0M
58,387
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$982.4K
539,076
+3%
增持
MSFT
MICROSOFT CORP
+$910.7K
17,389
+0%
增持
FNDE
SCHWAB STRATEGIC TR
+$744.7K
454,929
+4%
增持
FNDF
SCHWAB STRATEGIC TR
+$699.3K
204,480
+8%
增持
IVV
ISHARES TR
+$653.3K
3,710
+52%
增持
SCHA
SCHWAB STRATEGIC TR
+$637.9K
262,664
+1%
减持
ISTB
ISHARES TR
-$598.5K
53,144
-19%
增持
TSLA
TESLA INC
+$521.3K
3,189
+111%
增持
VUG
VANGUARD INDEX FDS
+$460.0K
8,000
+11%
增持
GOOG
ALPHABET INC
+$425.1K
9,306
+38%
减持
TFI
SPDR SER TR
-$369.3K
64,352
-10%
减持
USMV
ISHARES TR
-$366.5K
61,775
-9%
减持
LLY
LILLY ELI & CO
+$350.7K
2,938
-2%
增持
HD
HOME DEPOT INC
+$323.5K
5,896
+15%
建仓
DBMF
LITMAN GREGORY FDS TR
+$322.4K
11,669
增持
QQQ
INVESCO QQQ TR
+$305.4K
2,954
+21%
清仓
KMLM
KRANESHARES TR
-$296.6K
0
-100%
清仓
IUSB
ISHARES TR
-$267.1K
0
-100%
增持
QUAL
ISHARES TR
+$238.8K
1,895
+1304%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$228.8K
30,836
-9%
增持
DGRO
ISHARES TR
+$217.5K
11,414
+54%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$212.5K
13,575
+58%
增持
UBER
UBER TECHNOLOGIES INC
+$210.3K
12,955
+18%
减持
NVDA
NVIDIA CORPORATION
+$207.9K
1,456
-1%
增持
EFG
ISHARES TR
+$194.7K
2,864
+241%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$188.8K
3,947
+12%
增持
RMBS
RAMBUS INC DEL
+$173.5K
5,500
+57%
增持
WY
WEYERHAEUSER CO MTN BE
+$169.7K
5,789
+617%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$162.4K
22,552
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$148.1K
1,073
+38%
增持
NSC
NORFOLK SOUTHN CORP
+$141.9K
9,448
+0%
增持
EFV
ISHARES TR
+$133.4K
4,395
+161%
减持
SGOV
ISHARES TR
-$133.0K
5,740
-19%
增持
TXN
TEXAS INSTRS INC
+$127.5K
2,625
+42%
增持
IYW
ISHARES TR
+$120.9K
2,642
+47%
增持
META
META PLATFORMS INC
+$102.8K
884
+24%
增持
IEMG
ISHARES INC
+$102.6K
3,848
+116%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$98.5K
10,050
+81%
增持
VTI
VANGUARD INDEX FDS
+$96.2K
4,706
+2%
减持
MBB
ISHARES TR
-$92.9K
301
-76%
减持
NVO
NOVO-NORDISK A S
-$91.6K
252
-70%
减持
FNDB
SCHWAB STRATEGIC TR
+$90.3K
43,907
-1%
建仓
—
ISHARES TR
+$90.3K
3,570
建仓
USRT
ISHARES TR
+$88.9K
1,729
建仓
IBDR
ISHARES TR
+$88.6K
3,775
减持
VOO
VANGUARD INDEX FDS
+$86.2K
2,775
-0%
减持
JPM
JPMORGAN CHASE & CO
+$86.2K
6,478
-1%
减持
TM
TOYOTA MOTOR CORP
+$82.5K
4,435
-0%
增持
MAA
MID-AMER APT CMNTYS INC
+$77.3K
5,259
+10%
增持
CATH
GLOBAL X FDS
+$75.8K
4,617
+32%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$74.9K
7,436
+4%
减持
AMT
AMERICAN TOWER CORP NEW
-$74.3K
578
-37%
减持
MRK
MERCK & CO INC
+$72.7K
8,314
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$72.0K
4,730
-42%
增持
—
PINNACLE FINL PARTNERS INC
+$71.2K
12,814
+8%
增持
MAR
MARRIOTT INTL INC NEW
+$70.7K
593
+158%
减持
CAT
CATERPILLAR INC
-$69.1K
3,310
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$68.7K
937
+11%
增持
AAL
AMERICAN AIRLS GROUP INC
+$68.6K
5,385
+183%
增持
SCHX
SCHWAB STRATEGIC TR
+$68.6K
14,978
+1%
减持
FNDA
SCHWAB STRATEGIC TR
-$66.0K
88,016
-5%
减持
—
STELLANTIS N.V
-$64.7K
1,500
-70%
增持
—
MEDTRONIC PLC
+$61.9K
2,292
+32%
增持
SPYG
SPDR SER TR
+$61.1K
10,552
+0%
清仓
—
SPDR SER TR
-$60.6K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$59.3K
2,519
+71%
建仓
SPYM
SPDR SER TR
+$57.3K
1,100
增持
IJH
ISHARES TR
+$56.9K
2,084
+7%
增持
TPHD
TIMOTHY PLAN
+$52.4K
8,832
+22%
建仓
GEN
GEN DIGITAL INC
+$51.6K
2,780
增持
VGT
VANGUARD WORLD FDS
+$50.9K
436
+18%
增持
BA
BOEING CO
+$49.5K
1,206
+25%
增持
ET
ENERGY TRANSFER L P
+$49.3K
5,578
+223%
建仓
LYFT
LYFT INC
+$48.0K
5,000
增持
—
ISHARES TR
+$41.8K
2,061
+445%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$41.3K
1,758
+855%
增持
—
CARNIVAL CORP
+$41.1K
2,400
+500%
增持
—
ISHARES TR
+$40.3K
1,750
+2970%
建仓
—
ISHARES TR
+$40.0K
1,738
增持
BLES
NORTHERN LTS FD TR IV
+$37.6K
4,040
+36%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$36.6K
950
+27%
减持
TLH
ISHARES TR
-$34.8K
431
-40%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$34.7K
1,523
-25%
减持
CINF
CINCINNATI FINL CORP
-$34.6K
2,191
-1%
减持
EMB
ISHARES TR
-$33.3K
42
-90%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$33.3K
2,194
+42%
增持
XLRE
SELECT SECTOR SPDR TR
+$31.9K
38,008
+1%
清仓
VV
VANGUARD INDEX FDS
-$31.6K
0
-100%
建仓
AIQ
GLOBAL X FDS
+$31.5K
1,125
清仓
TIP
ISHARES TR
-$30.5K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$30.5K
4,442
-0%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$30.1K
751
减持
NKE
NIKE INC
-$29.5K
2,205
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.9K
157
+71%
建仓
JNK
SPDR SER TR
+$28.5K
310
减持
AMGN
AMGEN INC
-$28.5K
1,322
-1%
增持
IFRA
ISHARES TR
+$27.1K
1,006
+209%
减持
CCI
CROWN CASTLE INC
-$26.8K
155
-53%
减持
CSCO
CISCO SYS INC
-$26.4K
20,481
-1%
减持
DAL
DELTA AIR LINES INC DEL
+$26.2K
6,864
-20%
减持
JNJ
JOHNSON & JOHNSON
+$25.8K
3,630
-2%
增持
RF
REGIONS FINANCIAL CORP NEW
-$25.3K
42,274
+1%
增持
SHOP
SHOPIFY INC
+$25.1K
1,250
+8%
建仓
GOVT
ISHARES TR
+$25.0K
1,092
减持
F
FORD MTR CO DEL
+$24.9K
15,185
-7%
增持
SCHW
SCHWAB CHARLES CORP
+$24.0K
2,900
+8%
减持
DHR
DANAHER CORPORATION
-$23.3K
1,708
-1%
建仓
—
SUMMIT FINL GROUP INC
+$23.0K
1,111
增持
BBAX
J P MORGAN EXCHANGE TRADED F
-$22.4K
20,382
+0%
减持
NFLX
NETFLIX INC
-$22.3K
733
-27%
增持
—
UNILEVER PLC
+$22.0K
2,313
+22%
增持
FDX
FEDEX CORP
+$21.9K
514
+11%
建仓
IBHF
ISHARES TR
+$21.7K
956
增持
ESGU
ISHARES TR
+$21.7K
1,537
+9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$20.1K
1,181
-25%
增持
IJR
ISHARES TR
+$19.6K
1,741
+9%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$19.0K
2,145
+19%
减持
ZTS
ZOETIS INC
-$18.7K
74
-61%
减持
UPS
UNITED PARCEL SERVICE INC
-$18.4K
1,092
-1%
减持
CVX
CHEVRON CORP NEW
-$18.4K
802
-9%
减持
DOV
DOVER CORP
-$17.7K
558
-15%
减持
SCHZ
SCHWAB STRATEGIC TR
-$17.4K
16,285
-1%
减持
PG
PROCTER AND GAMBLE CO
-$17.3K
7,169
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$17.2K
6,271
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$17.1K
21
-70%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$16.8K
21
-75%
清仓
ABBNY
ABB LTD
-$16.7K
0
-100%
建仓
BALL
BALL CORP
+$16.4K
282
减持
—
ACCENTURE PLC IRELAND
-$16.4K
96
-40%
增持
DIS
DISNEY WALT CO
-$16.3K
1,818
+2%
减持
INTU
INTUIT
-$16.3K
19
-66%
减持
SCHH
SCHWAB STRATEGIC TR
-$15.5K
91,670
-1%
减持
—
EATON CORP PLC
+$15.4K
594
-2%
增持
SPSB
SPDR SER TR
+$14.5K
2,194
+30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$14.5K
4,352
-4%
增持
SCHV
SCHWAB STRATEGIC TR
+$14.1K
8,141
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$14.0K
24
-59%
建仓
FNDX
SCHWAB STRATEGIC TR
+$14.0K
243
增持
EFA
ISHARES TR
+$13.9K
2,864
+6%
清仓
CME
CME GROUP INC
-$13.6K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$13.5K
22
-57%
