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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 65
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$11.6M
1,494,891
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$9.7M
1,540,291
+1%
增持
CALF
PACER FDS TR
+$7.6M
579,932
+20%
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。
减持
SCHG
SCHWAB STRATEGIC TR
+$7.3M
936,215
-3%
增持
VNQ
VANGUARD INDEX FDS
+$3.6M
233,095
+4%
减持
SCHM
SCHWAB STRATEGIC TR
+$2.9M
553,938
-3%
减持
FNDA
SCHWAB STRATEGIC TR
-$1.9M
43,123
-51%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
564,282
+0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$1.7M
114,184
+280%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
62,870
+8%
增持
CINF
CINCINNATI FINL CORP
+$1.6M
17,331
+691%
增持
MSFT
MICROSOFT CORP
+$1.1M
17,418
+1%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.1M
233,953
+9%
减持
AMZN
AMAZON COM INC
+$1.0M
40,677
-0%
增持
WM
WASTE MGMT INC DEL
+$982.3K
5,554
+6673%
减持
SCHA
SCHWAB STRATEGIC TR
+$865.9K
237,485
-5%
增持
SGOV
ISHARES TR
+$825.6K
17,894
+86%
减持
AAPL
APPLE INC
+$736.8K
46,410
-3%
增持
FNDE
SCHWAB STRATEGIC TR
+$543.0K
452,334
+1%
增持
TFI
SPDR SER TR
+$433.8K
65,821
+8%
增持
NSC
NORFOLK SOUTHN CORP
+$381.0K
9,597
+0%
增持
XLRE
SELECT SECTOR SPDR TR
+$364.9K
41,189
+9%
清仓
DBMF
LITMAN GREGORY FDS TR
-$337.2K
0
-100%
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$326.9K
10,660
-44%
增持
SCHH
SCHWAB STRATEGIC TR
+$326.5K
92,645
+3%
增持
HD
HOME DEPOT INC
+$280.0K
5,804
+1%
增持
QQQ
INVESCO QQQ TR
+$260.1K
3,110
+10%
减持
USMV
ISHARES TR
+$246.3K
56,645
-2%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$236.7K
10,673
-34%
减持
RWO
SPDR INDEX SHS FDS
-$215.2K
39,315
-22%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$205.7K
28,938
-2%
增持
JPM
JPMORGAN CHASE & CO
+$194.9K
6,482
+4%
增持
MU
MICRON TECHNOLOGY INC
+$174.7K
4,200
+56%
减持
FNDB
SCHWAB STRATEGIC TR
+$173.5K
42,277
-3%
增持
ALL
ALLSTATE CORP
+$173.1K
2,472
+59%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$170.4K
18,836
-13%
增持
VB
VANGUARD INDEX FDS
+$169.5K
2,730
+25%
减持
VO
VANGUARD INDEX FDS
-$158.1K
766
-53%
增持
SPMD
SPDR SER TR
+$151.7K
3,145
+8886%
减持
BABA
ALIBABA GROUP HLDG LTD
-$141.3K
1,819
-44%
减持
SCHV
SCHWAB STRATEGIC TR
-$141.0K
5,446
-33%
建仓
BND
VANGUARD BD INDEX FDS
+$140.8K
1,915
减持
IVV
ISHARES TR
+$134.3K
2,957
-1%
减持
LLY
ELI LILLY & CO
+$132.0K
2,930
-0%
减持
CWI
SPDR INDEX SHS FDS
+$130.9K
91,959
-3%
增持
UNP
UNION PAC CORP
+$125.2K
2,399
+5%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$119.8K
26,080
-16%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$118.2K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$117.5K
2,764
-0%
增持
RTX
RTX CORPORATION
+$116.9K
2,671
+78%
增持
RMBS
RAMBUS INC DEL
+$111.9K
4,500
+29%
增持
SO
SOUTHERN CO
+$105.8K
17,197
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$102.1K
23,696
+5%
减持
BAC
BANK AMERICA CORP
+$98.3K
15,992
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$96.0K
28,416
-1%
减持
VTI
VANGUARD INDEX FDS
+$95.6K
4,608
-2%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$92.5K
5,280
+45%
减持
—
EXXON MOBIL CORP
-$91.7K
4,614
-2%
清仓
—
ISHARES TR
-$90.5K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$86.8K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$86.6K
5,106
-23%
增持
MAA
MID-AMER APT CMNTYS INC
+$83.3K
5,594
+8%
增持
AXP
AMERICAN EXPRESS CO
+$82.1K
1,486
+13%
减持
KOMP
SPDR SER TR
-$81.0K
2,405
-51%
增持
ABBV
ABBVIE INC
+$80.3K
4,257
+10%
减持
CAT
CATERPILLAR INC
+$76.2K
3,538
-0%
清仓
—
ACTIVISION BLIZZARD INC
-$74.7K
0
-100%
清仓
HNDL
STRATEGY SHS
-$74.5K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$74.2K
0
-100%
增持
KO
COCA COLA CO
+$70.9K
6,183
+18%
增持
VDE
VANGUARD WORLD FDS
+$68.4K
2,150
+48%
增持
V
VISA INC
+$67.7K
1,548
+6%
减持
AGG
ISHARES TR
-$66.8K
7,491
-13%
减持
INTC
INTEL CORP
+$66.4K
5,269
-6%
减持
SPYG
SPDR SER TR
-$64.3K
4,715
-25%
减持
GE
GENERAL ELECTRIC CO
+$63.8K
3,835
-0%
增持
WMT
WALMART INC
+$62.8K
2,615
+20%
减持
META
META PLATFORMS INC
+$61.5K
1,173
-0%
增持
ARM
ARM HOLDINGS PLC
+$60.3K
2,740
+1%
减持
BA
BOEING CO
+$56.9K
1,166
-10%
减持
GOOG
ALPHABET INC
+$56.3K
9,106
-2%
减持
SDY
SPDR SER TR
+$55.9K
6,428
-1%
增持
MRK
MERCK & CO INC
+$55.5K
8,048
+1%
清仓
SPYM
SPDR SER TR
-$55.3K
0
-100%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$54.7K
430
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$53.1K
0
-100%
减持
TFC
TRUIST FINL CORP
+$52.9K
6,652
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.9K
1,086
+21%
增持
—
ASTRAZENECA PLC
+$51.7K
1,232
+167%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$50.7K
2,625
减持
VTEB
VANGUARD MUN BD FDS
+$50.0K
17,654
-0%
建仓
SPTM
SPDR SER TR
+$48.3K
827
增持
CLX
CLOROX CO DEL
+$47.5K
710
+73%
增持
HON
HONEYWELL INTL INC
+$46.0K
954
+14%
建仓
GPC
GENUINE PARTS CO
+$45.7K
330
建仓
VLTO
VERALTO CORP
+$45.4K
552
减持
NVDA
NVIDIA CORPORATION
+$44.4K
1,365
-6%
减持
GOOGL
ALPHABET INC
+$44.0K
7,944
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$43.4K
2,627
+10%
清仓
TLH
ISHARES TR
-$42.4K
0
-100%
清仓
—
ISHARES TR
-$41.7K
0
-100%
增持
FHN
FIRST HORIZON CORPORATION
+$41.6K
12,020
+3%
增持
—
BLACKROCK INC
+$41.5K
75
+150%
减持
ICSH
ISHARES TR
-$40.1K
1,014
-44%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$39.8K
210
增持
—
ACCENTURE PLC IRELAND
+$39.3K
196
+104%
增持
SPGI
S&P GLOBAL INC
+$39.1K
229
+36%
增持
UPS
UNITED PARCEL SERVICE INC
+$36.1K
1,313
+20%
增持
—
CHUBB LIMITED
+$34.5K
300
+88%
增持
—
TE CONNECTIVITY LTD
+$33.8K
465
+82%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$33.8K
140
增持
SCHE
SCHWAB STRATEGIC TR
+$33.1K
26,327
+2%
减持
ISTB
ISHARES TR
+$33.0K
45,021
-1%
减持
NTR
NUTRIEN LTD
-$32.9K
145
-78%
清仓
IEF
ISHARES TR
-$32.8K
0
-100%
减持
BP
BP PLC
-$31.7K
800
-48%
建仓
OKE
ONEOK INC NEW
+$31.6K
450
增持
SAP
SAP SE
+$31.4K
322
+127%
建仓
STAG
STAG INDL INC
+$31.0K
790
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$30.8K
6,710
+9%
增持
—
JOHNSON CTLS INTL PLC
+$30.7K
814
+168%
减持
FCX
FREEPORT-MCMORAN INC
-$30.4K
234
-78%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$30.3K
2,124
-11%
增持
SHOP
SHOPIFY INC
+$30.0K
1,261
+1%
清仓
LQD
ISHARES TR
-$29.9K
0
-100%
清仓
USFR
WISDOMTREE TR
-$29.0K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$29.0K
400
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.6K
3,261
+21%
清仓
JNK
SPDR SER TR
-$28.0K
0
-100%
增持
O
REALTY INCOME CORP
+$28.0K
1,373
+35%
增持
PFE
PFIZER INC
-$27.8K
6,708
+1%
减持
PEP
PEPSICO INC
-$27.5K
1,976
-8%
减持
DRI
DARDEN RESTAURANTS INC
-$27.4K
125
-63%
增持
COWZ
PACER FDS TR
+$27.2K
610
+563%
清仓
MBB
ISHARES TR
-$26.7K
0
-100%
减持
HPQ
HP INC
-$26.4K
189
-85%
建仓
OMC
OMNICOM GROUP INC
+$26.0K
300
增持
CCI
CROWN CASTLE INC
+$25.3K
535
+35%
建仓
MTB
M & T BK CORP
+$24.7K
180
建仓
DTM
DT MIDSTREAM INC
+$24.7K
450
清仓
JAAA
JANUS DETROIT STR TR
-$24.5K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$24.1K
410
-31%
清仓
GOVT
ISHARES TR
-$24.1K
0
-100%
减持
NKE
NIKE INC
+$23.9K
2,162
-2%
减持
FNDC
SCHWAB STRATEGIC TR
+$23.0K
9,644
-1%
增持
—
MEDTRONIC PLC
+$22.7K
2,456
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$22.4K
5,442
+23%
清仓
USRT
ISHARES TR
-$22.2K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$22.2K
6,866
+0%
增持
CUBE
CUBESMART
+$22.2K
1,035
+53%
