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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 28
增持 85
减持 33
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
SPTS
SPDR SER TR
+$22.7M
786,174
增持
SCHG
SCHWAB STRATEGIC TR
+$7.4M
890,246
+0%
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$4.5M
70,470
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
AAPL
APPLE INC
+$3.2M
53,227
+15%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.6M
178,121
-12%
增持
SPMD
SPDR SER TR
+$2.3M
543,835
+13%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.2M
1,520,780
-1%
增持
CALF
PACER FDS TR
-$1.6M
579,156
+6%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.4M
1,528,115
+2%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.4M
499,203
+4%
建仓
BITX
VOLATILITY SHS TR
+$1.4M
43,398
增持
MSFT
MICROSOFT CORP
+$1.1M
18,794
+9%
增持
VNQ
VANGUARD INDEX FDS
+$881.2K
247,296
+8%
增持
NVDA
NVIDIA CORPORATION
+$787.4K
17,878
+1037%
增持
MSTR
MICROSTRATEGY INC
+$772.5K
687
+574%
增持
BX
BLACKSTONE INC
+$708.2K
7,103
+445%
增持
OKE
ONEOK INC NEW
+$700.2K
9,028
+1906%
减持
SCHA
SCHWAB STRATEGIC TR
-$676.3K
229,326
-2%
增持
SO
SOUTHERN CO
+$649.2K
24,400
+41%
增持
O
REALTY INCOME CORP
+$636.6K
13,737
+736%
增持
PG
PROCTER AND GAMBLE CO
+$627.3K
10,746
+52%
减持
USMV
ISHARES TR
-$579.9K
48,046
-13%
增持
NEE
NEXTERA ENERGY INC
+$575.7K
9,492
+529%
增持
CAT
CATERPILLAR INC
+$557.1K
5,565
+57%
增持
—
EXXON MOBIL CORP
+$522.7K
9,200
+99%
增持
SCHF
SCHWAB STRATEGIC TR
+$470.9K
598,837
+4%
增持
WMT
WALMART INC
+$461.9K
13,788
+76%
增持
PM
PHILIP MORRIS INTL INC
+$459.3K
5,309
+518%
增持
LLY
ELI LILLY & CO
+$441.2K
3,005
+3%
减持
AMZN
AMAZON COM INC
+$433.9K
39,155
-1%
减持
RF
REGIONS FINANCIAL CORP NEW
-$402.3K
99,784
-13%
建仓
MPC
MARATHON PETE CORP
+$398.8K
2,299
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$387.4K
1,065
-88%
增持
NSC
NORFOLK SOUTHN CORP
-$383.6K
9,618
+0%
清仓
DBMF
LITMAN GREGORY FDS TR
-$380.4K
0
-100%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$379.0K
23,980
-10%
增持
GLD
SPDR GOLD TR
+$377.0K
3,047
+125%
增持
TGT
TARGET CORP
+$374.7K
2,584
+5773%
减持
USHY
ISHARES TR
-$368.9K
1,025
-91%
增持
GOOG
ALPHABET INC
+$365.3K
9,308
+6%
增持
MO
ALTRIA GROUP INC
+$356.0K
14,327
+111%
增持
QCOM
QUALCOMM INC
+$352.1K
2,028
+563%
增持
FNDF
SCHWAB STRATEGIC TR
+$347.7K
267,985
+6%
增持
CMI
CUMMINS INC
+$345.5K
1,370
+1091%
建仓
RGLD
ROYAL GOLD INC
+$334.7K
2,674
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$329.8K
47,220
+19%
减持
TFI
SPDR SER TR
-$306.4K
61,274
-8%
建仓
RTX
RTX CORPORATION
+$297.3K
2,961
减持
HYLB
DBX ETF TR
-$286.8K
718
-92%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$279.3K
69,532
-2%
增持
KO
COCA COLA CO
+$279.3K
10,018
+71%
增持
TSLA
TESLA INC
+$277.1K
4,261
+32%
增持
DOV
DOVER CORP
+$272.5K
2,058
+269%
增持
GOOGL
ALPHABET INC
+$271.7K
8,074
+2%
清仓
—
RTX CORPORATION
-$258.0K
0
-100%
增持
ABBV
ABBVIE INC
+$249.5K
5,974
+40%
增持
KKR
KKR & CO INC
+$239.0K
3,609
+158%
建仓
DNP
DNP SELECT INCOME FD INC
+$235.4K
28,639
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$229.7K
13,415
+146%
增持
—
ASML HOLDING N V
+$224.7K
270
+409%
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$222.7K
2,750
减持
AMLP
ALPS ETF TR
-$220.3K
3,150
-60%
增持
DUK
DUKE ENERGY CORP NEW
+$217.1K
4,935
+72%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$214.9K
16,990
+83%
增持
META
META PLATFORMS INC
+$212.8K
1,594
+31%
增持
VOO
VANGUARD INDEX FDS
+$210.6K
3,096
+11%
增持
EMR
EMERSON ELEC CO
+$208.8K
2,061
+1180%
减持
VTEB
VANGUARD MUN BD FDS
-$203.8K
22,753
-14%
增持
GD
GENERAL DYNAMICS CORP
+$203.2K
710
+7000%
减持
AGG
ISHARES TR
-$203.1K
5,744
-26%
增持
QQQ
INVESCO QQQ TR
+$201.6K
3,303
+6%
增持
—
ARISTA NETWORKS INC
+$200.4K
580
+5700%
增持
VLO
VALERO ENERGY CORP
+$198.2K
1,809
+262%
增持
MAIN
MAIN STR CAP CORP
+$197.2K
3,985
+4588%
增持
CVX
CHEVRON CORP NEW
+$193.9K
2,102
+146%
增持
GIS
GENERAL MLS INC
+$180.1K
3,400
+580%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$179.3K
3,183
+2446%
增持
GPC
GENUINE PARTS CO
+$167.4K
1,580
+379%
清仓
ARCC
ARES CAPITAL CORP
-$166.7K
0
-100%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$165.7K
6,037
建仓
—
DISCOVER FINL SVCS
+$163.5K
1,250
建仓
GEV
GE VERNOVA INC
+$160.7K
937
增持
V
VISA INC
+$159.9K
2,470
+41%
建仓
PANW
PALO ALTO NETWORKS INC
+$159.0K
469
减持
VUG
VANGUARD INDEX FDS
-$152.4K
6,747
-13%
增持
ED
CONSOLIDATED EDISON INC
+$151.8K
1,850
+1133%
减持
FNDB
SCHWAB STRATEGIC TR
-$147.4K
38,992
-4%
建仓
EHC
ENCOMPASS HEALTH CORP
+$145.8K
1,700
增持
TM
TOYOTA MOTOR CORP
+$144.7K
6,440
+38%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$141.3K
2,240
建仓
DHI
D R HORTON INC
+$140.9K
1,000
减持
CSCO
CISCO SYS INC
-$133.6K
17,507
-9%
增持
FTEC
FIDELITY COVINGTON TRUST
+$131.6K
1,235
+140%
增持
MAA
MID-AMER APT CMNTYS INC
+$124.7K
6,020
+8%
减持
SCHH
SCHWAB STRATEGIC TR
-$122.7K
86,534
-5%
减持
ISTB
ISHARES TR
-$122.4K
35,475
-7%
增持
HD
HOME DEPOT INC
-$122.0K
6,569
+6%
增持
VTI
VANGUARD INDEX FDS
+$120.1K
4,960
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$116.9K
13,852
-10%
建仓
CW
CURTISS WRIGHT CORP
+$108.4K
400
增持
EXR
EXTRA SPACE STORAGE INC
+$107.8K
772
+830%
增持
OLN
OLIN CORP
+$107.0K
3,261
+310%
增持
LOW
LOWES COS INC
+$106.6K
851
+168%
减持
FNDA
SCHWAB STRATEGIC TR
-$103.4K
42,903
-1%
增持
SNPS
SYNOPSYS INC
+$103.0K
250
+213%
增持
IRM
IRON MTN INC DEL
+$98.4K
1,263
+586%
增持
EVRG
EVERGY INC
+$95.5K
2,074
+668%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$93.3K
1,650
增持
MLR
MILLER INDS INC TENN
+$93.2K
9,998
+10%
增持
T
AT&T INC
+$88.1K
13,633
+39%
增持
BHP
BHP GROUP LTD
+$84.6K
1,900
+360%
建仓
LW
LAMB WESTON HLDGS INC
+$84.1K
1,000
增持
SPY
SPDR S&P 500 ETF TR
+$82.1K
832
+18%
增持
ENB
ENBRIDGE INC
+$81.7K
2,558
+891%
建仓
—
ENSTAR GROUP LIMITED
+$80.4K
263
增持
MDLZ
MONDELEZ INTL INC
+$79.1K
1,637
+309%
建仓
EQT
EQT CORP
+$77.7K
2,100
建仓
GPN
GLOBAL PMTS INC
+$77.4K
800
减持
RWO
SPDR INDEX SHS FDS
-$75.9K
38,600
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$74.5K
6,639
+5%
减持
PLD
PROLOGIS INC.
-$74.0K
10
-98%
减持
AMT
AMERICAN TOWER CORP NEW
-$73.7K
551
-40%
减持
RMBS
RAMBUS INC DEL
-$72.5K
3,500
-22%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$71.4K
2,071
+80%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$69.8K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$67.8K
981
+2%
建仓
GNTX
GENTEX CORP
+$67.4K
2,000
建仓
TECK
TECK RESOURCES LTD
+$67.1K
1,400
减持
VYM
VANGUARD WHITEHALL FDS
-$66.6K
5,836
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$66.0K
62
-89%
增持
VDE
VANGUARD WORLD FD
+$65.3K
2,530
+29%
建仓
ORI
OLD REP INTL CORP
+$64.9K
2,100
减持
IVW
ISHARES TR
+$64.6K
8,097
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$64.2K
31,146
+6%
增持
PRU
PRUDENTIAL FINL INC
+$63.3K
680
+386%
减持
XLRE
SELECT SECTOR SPDR TR
-$62.8K
41,887
-1%
建仓
—
INVESCO LTD
+$61.3K
4,100
建仓
KLAC
KLA CORP
+$59.4K
72
增持
TXN
TEXAS INSTRS INC
+$58.9K
1,662
+9%
增持
VXF
VANGUARD INDEX FDS
+$58.6K
483
+269%
增持
D
DOMINION ENERGY INC
+$58.5K
2,683
+81%
增持
BTI
BRITISH AMERN TOB PLC
+$57.4K
3,018
+156%
减持
SGOV
ISHARES TR
-$56.7K
21,519
-3%
减持
AAL
AMERICAN AIRLS GROUP INC
-$55.6K
1,875
-63%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$55.4K
600
增持
FLO
FLOWERS FOODS INC
+$54.8K
3,494
+264%
增持
IYW
ISHARES TR
+$53.6K
2,367
+6%
减持
UNP
UNION PAC CORP
-$53.5K
2,371
-1%
增持
—
MEDTRONIC PLC
+$52.6K
3,316
+39%
建仓
STLD
STEEL DYNAMICS INC
+$51.8K
400
