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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 58
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPMD
SPDR SER TR
+$25.4M
479,578
+15149%
减持
SCHM
SCHWAB STRATEGIC TR
-$25.3M
201,735
-64%
减持
SCHB
SCHWAB STRATEGIC TR
+$7.6M
1,529,784
-1%
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
SCHD
SCHWAB STRATEGIC TR
+$6.5M
1,491,662
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
888,384
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.3M
71,039
+13%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
577,560
+2%
减持
CINF
CINCINNATI FINL CORP
-$1.5M
2,026
-88%
增持
DXPE
DXP ENTERPRISES INC
+$1.3M
24,044
+6261%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.1M
253,855
+9%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.0M
479,883
+6%
减持
CALF
PACER FDS TR
-$995.1K
546,359
-6%
增持
AAPL
APPLE INC
-$969.9K
46,451
+0%
减持
AMZN
AMAZON COM INC
+$952.3K
39,543
-3%
减持
VNQ
VANGUARD INDEX FDS
-$764.0K
229,328
-2%
增持
NVDA
NVIDIA CORPORATION
+$745.3K
1,573
+15%
减持
MSFT
MICROSOFT CORP
+$708.4K
17,252
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$442.7K
26,560
+50%
增持
IVV
ISHARES TR
+$439.7K
3,523
+19%
增持
SGOV
ISHARES TR
+$429.6K
22,082
+23%
建仓
DBMF
LITMAN GREGORY FDS TR
+$380.4K
13,262
增持
HD
HOME DEPOT INC
+$371.9K
6,213
+7%
减持
SCHA
SCHWAB STRATEGIC TR
+$339.1K
234,724
-1%
减持
ISTB
ISHARES TR
-$338.4K
38,002
-16%
减持
MRK
MERCK & CO INC
-$307.6K
4,318
-46%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$270.0K
15,358
-18%
增持
MLR
MILLER INDS INC TENN
+$264.1K
9,120
+100%
建仓
—
RTX CORPORATION
+$258.0K
2,645
清仓
IYR
ISHARES TR
-$255.0K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$250.8K
29,467
+24%
清仓
RTX
RTX CORPORATION
-$224.7K
0
-100%
增持
TSLA
TESLA INC
-$221.4K
3,220
+2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$204.7K
3,240
增持
GE
GENERAL ELECTRIC CO
+$194.1K
3,894
+2%
减持
USMV
ISHARES TR
+$193.8K
55,203
-3%
减持
VUG
VANGUARD INDEX FDS
+$192.6K
7,774
-3%
增持
WM
WASTE MGMT INC DEL
+$189.2K
5,555
+0%
减持
RF
REGIONS FINANCIAL CORP NEW
+$189.1K
114,161
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$180.0K
9,607
+0%
增持
META
META PLATFORMS INC
+$175.8K
1,217
+4%
增持
MSTR
MICROSTRATEGY INC
+$172.6K
102
+5000%
减持
IAT
ISHARES TR
-$167.2K
85
-98%
减持
JPM
JPMORGAN CHASE & CO
+$165.7K
6,332
-2%
减持
HCA
HCA HEALTHCARE INC
+$162.9K
4,508
-9%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$149.0K
1,209
清仓
BND
VANGUARD BD INDEX FDS
-$140.8K
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$137.5K
554
+926%
减持
STWD
STARWOOD PPTY TR INC
-$130.5K
207
-97%
增持
VOO
VANGUARD INDEX FDS
+$130.0K
2,783
+1%
减持
FNDB
SCHWAB STRATEGIC TR
+$121.4K
40,817
-3%
增持
VTI
VANGUARD INDEX FDS
+$113.5K
4,643
+1%
减持
ARM
ARM HOLDINGS PLC
+$105.3K
2,490
-9%
减持
BA
BOEING CO
-$104.6K
1,033
-11%
增持
IVW
ISHARES TR
+$101.7K
8,109
+4%
减持
SCHE
SCHWAB STRATEGIC TR
-$99.2K
21,919
-17%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$95.5K
9,290
+38%
减持
ALL
ALLSTATE CORP
-$91.4K
1,472
-40%
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$88.8K
9,114
-15%
增持
V
VISA INC
+$85.4K
1,750
+13%
减持
QCOM
QUALCOMM INC
-$76.8K
306
-66%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$76.7K
3,460
-34%
减持
MOAT
VANECK ETF TRUST
+$75.8K
24,859
-2%
增持
FNDA
SCHWAB STRATEGIC TR
+$72.7K
43,128
+0%
建仓
FRD
FRIEDMAN INDS INC
+$69.4K
3,704
增持
BAC
BANK AMERICA CORP
+$69.4K
16,030
+0%
减持
SCHH
SCHWAB STRATEGIC TR
-$67.8K
91,174
-2%
增持
EFA
ISHARES TR
+$66.0K
3,529
+23%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$63.8K
0
-100%
增持
AVGO
BROADCOM INC
+$62.4K
74
+131%
增持
DAL
DELTA AIR LINES INC DEL
+$62.1K
7,067
+3%
增持
WMT
WALMART INC
+$59.5K
7,840
+200%
减持
GOOG
ALPHABET INC
+$58.7K
8,814
-3%
减持
PG
PROCTER AND GAMBLE CO
+$58.0K
7,056
-5%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$58.0K
526
增持
DIS
DISNEY WALT CO
+$57.8K
1,714
+2%
增持
TFC
TRUIST FINL CORP
+$56.2K
7,742
+16%
增持
IJH
ISHARES TR
+$55.3K
10,420
+400%
减持
FNDC
SCHWAB STRATEGIC TR
-$55.3K
7,919
-18%
减持
PECO
PHILLIPS EDISON & CO INC
-$54.7K
2,193
-40%
减持
CVLG
COVENANT LOGISTICS GROUP INC
-$54.7K
380
-76%
减持
UNH
UNITEDHEALTH GROUP INC
-$52.9K
1,035
-4%
减持
NVS
NOVARTIS AG
-$51.8K
819
-37%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$51.2K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$47.8K
896
-55%
减持
MU
MICRON TECHNOLOGY INC
-$47.2K
2,640
-37%
减持
—
ASML HOLDING N V
-$45.4K
53
-59%
减持
CSCO
CISCO SYS INC
-$45.1K
19,341
-3%
增持
UNM
UNUM GROUP
+$45.1K
4,304
+5%
建仓
URTH
ISHARES INC
+$43.0K
297
增持
ISRG
INTUITIVE SURGICAL INC
+$42.3K
139
+256%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$40.5K
874
-34%
增持
SPY
SPDR S&P 500 ETF TR
+$40.2K
708
+2%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$39.8K
0
-100%
清仓
BOND
PIMCO ETF TR
-$39.8K
0
-100%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$39.6K
100
减持
RWO
SPDR INDEX SHS FDS
-$39.5K
39,210
-0%
减持
—
CARNIVAL CORP
-$38.0K
400
-83%
增持
SO
SOUTHERN CO
+$37.6K
17,333
+1%
减持
PHDG
INVESCO ACTIVELY MANAGED ETF
-$37.4K
3,052
-30%
减持
QABA
FIRST TR NASDAQ ABA CMNTY BK
-$37.4K
1,435
-31%
减持
MMM
3M CO
-$36.7K
146
-69%
增持
DGRO
ISHARES TR
+$36.5K
3,530
+13%
减持
IAU
ISHARES GOLD TR
-$35.6K
5,012
-21%
清仓
IGSB
ISHARES TR
-$33.2K
0
-100%
减持
PFE
PFIZER INC
-$32.9K
5,773
-14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$32.6K
1,101
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$32.2K
4,264
+10%
减持
CWI
SPDR INDEX SHS FDS
+$31.8K
88,674
-4%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$31.5K
234
建仓
FNY
FIRST TR EXCHANGE-TRADED ALP
+$30.5K
404
清仓
GNL
GLOBAL NET LEASE INC
-$30.5K
0
-100%
减持
AMGN
AMGEN INC
-$29.6K
1,235
-7%
建仓
LNC
LINCOLN NATL CORP IND
+$29.2K
913
减持
PM
PHILIP MORRIS INTL IN
-$28.0K
859
-24%
建仓
IWN
ISHARES TR
+$28.0K
176
减持
ET
ENERGY TRANSFER L P
-$26.6K
4,234
-37%
建仓
—
FRESH DEL MONTE PRODUCE INC
+$25.9K
1,000
增持
—
PINNACLE FINL PARTNERS INC
+$25.6K
13,404
+4%
增持
IVE
ISHARES TR
+$25.6K
367
+49%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$25.2K
25,851
-9%
增持
COWZ
PACER FDS TR
+$25.1K
978
+60%
增持
SCHW
SCHWAB CHARLES CORP
+$24.9K
3,133
+7%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$24.6K
26,760
-8%
减持
BABA
ALIBABA GROUP HLDG LTD
-$24.4K
1,611
-11%
减持
SMBK
SMARTFINANCIAL INC
-$23.9K
5,293
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$22.6K
2,870
+9%
增持
XLRE
SELECT SECTOR SPDR TR
+$21.7K
42,289
+3%
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$21.5K
666
减持
CCI
CROWN CASTLE INC
-$20.5K
389
-27%
清仓
LRGF
ISHARES TR
-$19.3K
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$19.2K
1,160
+100%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$19.2K
1,177
+4%
建仓
IWL
ISHARES TR
+$19.1K
150
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$18.7K
513
+4%
减持
JNJ
JOHNSON & JOHNSON
-$18.7K
3,413
-4%
减持
MAA
MID-AMER APT CMNTYS INC
-$18.3K
5,577
-0%
增持
AGG
ISHARES TR
+$17.2K
7,767
+4%
建仓
LAZ
LAZARD INC
+$17.2K
410
增持
HDV
ISHARES TR
+$16.9K
820
+14%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$16.6K
1,151
-24%
建仓
—
PERRIGO CO PLC
+$16.4K
510
增持
TFI
SPDR SER TR
+$16.1K
66,904
+2%
增持
RIVN
RIVIAN AUTOMOTIVE INC
-$15.8K
1,296
+1%
增持
IEFA
ISHARES TR
+$15.8K
713
+35%
清仓
—
PHYSICIANS RLTY TR
-$15.4K
0
-100%
减持
IJR
ISHARES TR
-$15.2K
948
-14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$14.4K
431
+0%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$13.7K
0
-100%
增持
—
GARMIN LTD
+$13.3K
631
+0%
减持
SCHV
SCHWAB STRATEGIC TR
+$12.1K
5,184
-5%
