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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 68
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$15.2M
1,585,661
+4%
增持
SPTS
SPDR SER TR
+$8.7M
1,068,588
+36%
减持
SCHB
SCHWAB STRATEGIC TR
-$6.3M
1,343,262
-12%
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
VNQ
VANGUARD INDEX FDS
+$4.3M
256,752
+4%
增持
CALF
PACER FDS TR
+$3.7M
621,761
+7%
增持
SPMD
SPDR SER TR
+$2.9M
563,921
+4%
增持
AAPL
APPLE INC
+$1.6M
55,090
+4%
减持
FNDE
SCHWAB STRATEGIC TR
+$1.3M
497,003
-0%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.1M
279,820
+4%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$968.3K
43,315
-39%
减持
SCHF
SCHWAB STRATEGIC TR
+$838.3K
579,902
-3%
增持
VUG
VANGUARD INDEX FDS
+$810.6K
8,684
+29%
减持
IVW
ISHARES TR
-$695.6K
561
-93%
减持
IVV
ISHARES TR
-$649.3K
2,011
-39%
减持
SCHG
SCHWAB STRATEGIC TR
+$564.8K
867,126
-3%
减持
LLY
ELI LILLY & CO
-$531.5K
2,471
-18%
减持
SCHM
SCHWAB STRATEGIC TR
+$513.2K
173,022
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$509.1K
66,657
-4%
减持
UBER
UBER TECHNOLOGIES INC
-$507.6K
15,116
-33%
增持
CAT
CATERPILLAR INC
+$454.1K
5,900
+6%
增持
HD
HOME DEPOT INC
+$437.7K
6,661
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$404.4K
30,215
+33%
增持
MSTR
MICROSTRATEGY INC
+$395.7K
7,960
+1059%
减持
SCHA
SCHWAB STRATEGIC TR
+$385.3K
218,773
-5%
增持
NSC
NORFOLK SOUTHN CORP
+$334.2K
9,654
+0%
增持
MOAT
VANECK ETF TRUST
+$324.1K
25,551
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$322.4K
36,659
+18%
建仓
DGRW
WISDOMTREE TR
+$318.2K
3,824
增持
SCHH
SCHWAB STRATEGIC TR
+$303.4K
87,677
+1%
增持
SGOV
ISHARES TR
+$297.8K
24,474
+14%
减持
QQQ
INVESCO QQQ TR
-$282.3K
2,664
-19%
清仓
LYFT
LYFT INC
-$282.0K
0
-100%
增持
TSLA
TESLA INC
+$273.5K
4,268
+0%
减持
XLRE
SELECT SECTOR SPDR TR
+$231.1K
41,191
-2%
减持
RWO
SPDR INDEX SHS FDS
+$222.7K
38,413
-0%
增持
MSFT
MICROSOFT CORP
-$191.0K
19,077
+2%
增持
AMZN
AMAZON COM INC
-$181.7K
39,634
+1%
减持
FNDB
SCHWAB STRATEGIC TR
-$179.2K
33,792
-13%
减持
ABBV
ABBVIE INC
+$154.2K
5,969
-0%
减持
WMT
WALMART INC
+$143.7K
13,341
-3%
增持
DE
DEERE & CO
+$141.8K
1,064
+32%
增持
VYMI
VANGUARD WHITEHALL FDS
+$141.5K
4,286
+70%
增持
GOOG
ALPHABET INC
-$137.5K
9,389
+1%
增持
MAA
MID-AMER APT CMNTYS INC
+$135.4K
6,255
+4%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$135.3K
1,440
-48%
增持
GOOGL
ALPHABET INC
-$131.1K
8,077
+0%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$130.7K
22,970
-4%
减持
F
FORD MTR CO
-$126.7K
6,029
-60%
减持
DELL
DELL TECHNOLOGIES INC
-$118.6K
365
-69%
减持
COIN
COINBASE GLOBAL INC
-$113.5K
54
-90%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.4K
1,055
+6%
减持
NVDA
NVIDIA CORPORATION
-$111.1K
17,272
-3%
增持
WFC
WELLS FARGO CO NEW
+$111.1K
7,648
+42%
增持
FTNT
FORTINET INC
+$109.8K
5,600
+4%
增持
CSCO
CISCO SYS INC
+$108.0K
17,658
+1%
减持
RF
REGIONS FINANCIAL CORP NEW
+$107.7K
90,329
-9%
增持
BITX
VOLATILITY SHS TR
+$106.7K
52,003
+20%
减持
QCOM
QUALCOMM INC
-$102.4K
1,773
-13%
减持
SO
SOUTHERN CO
+$96.8K
22,061
-10%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$95.6K
18,795
+11%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$94.9K
925
减持
VLO
VALERO ENERGY CORP
-$94.5K
1,400
-23%
减持
META
META PLATFORMS INC
-$93.3K
1,241
-22%
减持
NEE
NEXTERA ENERGY INC
+$92.6K
9,046
-5%
增持
VOO
VANGUARD INDEX FDS
+$90.6K
3,106
+0%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$89.7K
4,423
增持
TM
TOYOTA MOTOR CORP
-$88.8K
6,895
+7%
增持
ALL
ALLSTATE CORP
+$87.6K
1,840
+12%
增持
MA
MASTERCARD INCORPORATED
+$87.5K
744
+17%
减持
CWI
SPDR INDEX SHS FDS
-$85.2K
79,669
-10%
减持
USMV
ISHARES TR
+$84.5K
45,104
-6%
减持
—
ASML HOLDING N V
-$82.8K
232
-14%
增持
TTD
THE TRADE DESK INC
+$81.8K
6,180
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$81.1K
598
+4%
减持
INTC
INTEL CORP
-$78.7K
7,722
-8%
减持
TGT
TARGET CORP
-$76.0K
1,966
-24%
减持
KKR
KKR & CO INC
+$75.7K
3,488
-3%
增持
STRL
STERLING INFRASTRUCTURE INC
+$74.9K
946
+80%
减持
CVX
CHEVRON CORP NEW
-$73.3K
1,735
-17%
减持
—
ARISTA NETWORKS INC
-$72.8K
340
-41%
减持
DOV
DOVER CORP
-$72.6K
1,558
-24%
减持
ET
ENERGY TRANSFER L P
-$72.4K
1,484
-75%
增持
CMI
CUMMINS INC
+$71.0K
1,391
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$71.0K
912
+10%
建仓
—
TE CONNECTIVITY PLC
+$70.2K
465
清仓
—
TE CONNECTIVITY LTD
-$70.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$69.7K
4,932
-1%
减持
BX
BLACKSTONE INC
-$67.3K
5,303
-25%
增持
AVGO
BROADCOM INC
+$64.1K
930
+1450%
减持
—
EXXON MOBIL CORP
-$61.9K
8,507
-8%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$61.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$61.2K
4,671
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$61.2K
14,859
+1%
增持
MU
MICRON TECHNOLOGY INC
-$61.1K
2,834
+5%
增持
IRM
IRON MTN INC DEL
+$60.5K
1,462
+16%
增持
BSX
BOSTON SCIENTIFIC CORP
+$59.4K
724
+4425%
增持
BIV
VANGUARD BD INDEX FDS
+$58.6K
5,627
+10%
减持
DUK
DUKE ENERGY CORP NEW
+$58.2K
4,794
-3%
减持
DNP
DNP SELECT INCOME FD INC
-$57.4K
17,730
-38%
增持
DHR
DANAHER CORPORATION
+$56.9K
1,700
+2%
减持
GEV
GE VERNOVA INC
+$56.5K
852
-9%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$55.4K
0
-100%
建仓
GSSC
GOLDMAN SACHS ETF TR
+$52.3K
754
清仓
BBAX
J P MORGAN EXCHANGE TRADED F
-$51.5K
0
-100%
减持
GE
GE AEROSPACE
+$50.6K
3,551
-9%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$50.3K
0
-100%
建仓
PAMT
P A M TRANSN SVCS INC
+$50.0K
2,700
增持
UNP
UNION PAC CORP
+$49.8K
2,379
+0%
建仓
XETYX
EATON VANCE TAX-MANAGED DIVE
+$49.5K
3,378
减持
MDLZ
MONDELEZ INTL INC
-$49.0K
789
-52%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$48.9K
1,166
+19%
增持
XLK
SELECT SECTOR SPDR TR
+$48.6K
531
+69%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$48.3K
1,183
-4%
减持
EMR
EMERSON ELEC CO
-$48.0K
1,637
-21%
减持
PG
PROCTER AND GAMBLE CO
+$46.8K
10,502
-2%
减持
O
REALTY INCOME CORP
-$46.6K
10,707
-22%
增持
XLV
SELECT SECTOR SPDR TR
+$45.7K
586
+92%
减持
MPC
MARATHON PETE CORP
-$45.3K
2,170
-6%
减持
VB
VANGUARD INDEX FDS
+$45.0K
2,725
-1%
减持
PM
PHILIP MORRIS INTL INC
+$42.7K
4,783
-10%
减持
LOW
LOWES COS INC
+$42.6K
850
-0%
减持
SCHE
SCHWAB STRATEGIC TR
+$42.5K
20,867
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$42.4K
22
-82%
增持
MRK
MERCK & CO INC
-$41.5K
4,222
+0%
增持
CINF
CINCINNATI FINL CORP
+$41.1K
2,035
+2%
减持
RTX
RTX CORPORATION
-$40.2K
2,122
-28%
增持
—
MEDTRONIC PLC
+$39.8K
3,341
+1%
增持
—
ACCENTURE PLC IRELAND
+$39.2K
274
+44%
增持
MCD
MCDONALDS CORP
+$38.2K
727
+1%
减持
GNTX
GENTEX CORP
-$37.7K
1,000
-50%
增持
TFC
TRUIST FINL CORP
+$37.3K
8,833
+1%
减持
TFI
SPDR SER TR
+$36.9K
60,649
-1%
减持
MAIN
MAIN STR CAP CORP
-$36.5K
3,285
-18%
增持
AFL
AFLAC INC
+$36.4K
824
+32%
减持
T
AT&T INC
-$36.2K
10,194
-25%
减持
JNJ
JOHNSON & JOHNSON
+$36.2K
3,811
-4%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$36.2K
4,631
+826%
增持
D
DOMINION ENERGY INC
+$35.7K
2,893
+8%
减持
BA
BOEING CO
-$35.6K
976
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$35.4K
6,246
-5%
增持
EXR
EXTRA SPACE STORAGE INC
+$35.2K
861
+12%
增持
PEP
PEPSICO INC
+$33.3K
2,002
+7%
增持
—
DISCOVER FINL SVCS
+$32.9K
1,400
+12%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$31.5K
3,954
+164%
减持
GNRC
GENERAC HLDGS INC
-$30.8K
430
-43%
减持
DHI
D R HORTON INC
+$30.8K
900
-10%
增持
XLC
SELECT SECTOR SPDR TR
+$30.6K
1,581
+21%
增持
SCHV
SCHWAB STRATEGIC TR
+$29.5K
4,670
+0%
增持
COST
COSTCO WHSL CORP NEW
+$29.5K
451
+3%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$29.0K
1,801
-13%
