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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 94
减持 34
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$5.3M
3,432,708
+296%
增持
AAPL
APPLE INC
+$4.5M
69,289
+26%
增持
MSTR
MICROSTRATEGY INC
+$3.8M
17,844
+124%
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
MSFT
MICROSOFT CORP
+$2.1M
24,462
+28%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.9M
4,021,769
+199%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.8M
1,190,679
+105%
增持
AMZN
AMAZON COM INC
+$1.6M
41,045
+4%
清仓
BITX
VOLATILITY SHS TR
-$1.5M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$1.4M
265,615
+3%
增持
IVV
ISHARES TR
+$1.3M
4,161
+107%
增持
FNDE
SCHWAB STRATEGIC TR
-$1.3M
508,015
+2%
增持
V
VISA INC
+$1.2M
5,907
+161%
增持
IWF
ISHARES TR
+$1.2M
3,105
+2648%
增持
LOW
LOWES COS INC
+$1.1M
5,426
+538%
增持
GOOGL
ALPHABET INC
+$1.1M
12,840
+59%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
10,303
+55%
增持
TSLA
TESLA INC
+$991.4K
5,220
+22%
增持
SPMD
SPDR SER TR
+$988.5K
581,893
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$917.1K
4,872,578
+207%
增持
FNDF
SCHWAB STRATEGIC TR
-$868.2K
288,727
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$860.4K
2,921
+177%
增持
SPTS
SPDR SER TR
+$827.8K
1,111,856
+4%
增持
NFLX
NETFLIX INC
+$768.9K
1,360
+118%
增持
CALF
PACER FDS TR
-$667.3K
642,059
+3%
增持
—
ACCENTURE PLC IRELAND
+$648.9K
2,120
+674%
增持
WMT
WALMART INC
+$590.6K
18,460
+38%
减持
DXPE
DXP ENTERPRISES INC
+$544.9K
19,756
-3%
建仓
IOO
ISHARES TR
+$514.5K
5,106
减持
SFBS
SERVISFIRST BANCSHARES INC
-$508.4K
35,123
-19%
建仓
SMH
VANECK ETF TRUST
+$502.0K
2,073
增持
WM
WASTE MGMT INC DEL
+$490.8K
8,293
+46%
增持
ORCL
ORACLE CORP
+$489.1K
4,019
+279%
增持
HCA
HCA HEALTHCARE INC
-$481.5K
4,554
+0%
增持
DIS
DISNEY WALT CO
+$456.1K
5,576
+226%
增持
TFI
SPDR SER TR
+$444.2K
71,995
+19%
增持
GOOG
ALPHABET INC
+$440.7K
10,557
+12%
增持
ABBV
ABBVIE INC
+$425.2K
9,027
+51%
建仓
SNA
SNAP ON INC
+$407.4K
1,200
增持
NVDA
NVIDIA CORPORATION
+$379.9K
18,449
+7%
减持
RWO
SPDR INDEX SHS FDS
-$371.6K
33,905
-12%
增持
AMT
AMERICAN TOWER CORP NEW
+$348.1K
2,618
+361%
增持
ABT
ABBOTT LABS
+$342.8K
6,515
+88%
减持
MOAT
VANECK ETF TRUST
-$336.5K
23,086
-10%
减持
RF
REGIONS FINANCIAL CORP NEW
-$316.1K
76,160
-16%
增持
VUG
VANGUARD INDEX FDS
+$315.4K
8,892
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$314.8K
13,616
-10%
增持
—
LINDE PLC
+$290.9K
738
+1842%
增持
CLX
CLOROX CO DEL
+$244.2K
2,216
+212%
减持
QQQ
INVESCO QQQ TR
-$236.8K
2,080
-22%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$236.7K
581
+448%
增持
SCHA
SCHWAB STRATEGIC TR
+$236.5K
444,827
+103%
增持
AVGO
BROADCOM INC
+$231.4K
1,690
+82%
增持
LLY
ELI LILLY & CO
-$231.4K
2,536
+3%
增持
RTX
RTX CORPORATION
+$227.0K
4,183
+97%
增持
CVX
CHEVRON CORP NEW
+$221.7K
3,295
+90%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$216.7K
5,163
+11%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$216.2K
1,018
增持
VTEB
VANGUARD MUN BD FDS
+$213.8K
35,077
+16%
减持
CWI
SPDR INDEX SHS FDS
-$213.4K
79,159
-1%
减持
VOO
VANGUARD INDEX FDS
-$206.2K
2,659
-14%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$205.3K
22,291
-3%
减持
XLRE
SELECT SECTOR SPDR TR
-$192.2K
40,516
-2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$178.1K
23,286
-10%
增持
PG
PROCTER AND GAMBLE CO
+$178.1K
11,912
+13%
增持
CSCO
CISCO SYS INC
+$177.8K
18,878
+7%
增持
—
EXXON MOBIL CORP
+$177.1K
10,917
+28%
增持
SCHW
SCHWAB CHARLES CORP
+$174.5K
4,880
+69%
减持
—
PINNACLE FINL PARTNERS INC
+$168.8K
12,956
-3%
增持
UNP
UNION PAC CORP
+$168.2K
3,309
+39%
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$167.9K
18,005
-27%
增持
MRK
MERCK & CO INC
+$162.0K
6,448
+53%
减持
BIV
VANGUARD BD INDEX FDS
-$157.7K
3,791
-33%
减持
USMV
ISHARES TR
-$156.8K
44,619
-1%
建仓
ANET
ARISTA NETWORKS INC
+$154.3K
1,396
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$153.0K
9,116
-15%
增持
SO
SOUTHERN CO
-$152.9K
22,310
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$151.9K
500
-87%
增持
ALL
ALLSTATE CORP
+$146.9K
2,572
+40%
增持
CAT
CATERPILLAR INC
-$138.1K
5,981
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$137.1K
2,588
+43033%
增持
UPS
UNITED PARCEL SERVICE INC
+$137.0K
2,574
+87%
减持
AGG
ISHARES TR
-$133.1K
4,452
-20%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$132.0K
5,117
清仓
—
ARISTA NETWORKS INC
-$130.5K
0
-100%
建仓
XCH
XCHG LTD
+$129.3K
63,692
增持
SCHH
SCHWAB STRATEGIC TR
-$119.9K
90,768
+4%
增持
JNJ
JOHNSON & JOHNSON
+$118.7K
5,091
+34%
增持
NSC
NORFOLK SOUTHN CORP
-$112.8K
9,741
+1%
增持
NEE
NEXTERA ENERGY INC
-$111.4K
9,112
+1%
建仓
PFF
ISHARES TR
+$110.2K
3,505
减持
O
REALTY INCOME CORP
-$108.1K
10,689
-0%
增持
PEP
PEPSICO INC
+$106.6K
2,940
+47%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$106.6K
341
+275%
建仓
BF/B
BROWN FORMAN CORP
+$104.4K
2,750
减持
CINF
CINCINNATI FINL CORP
-$103.2K
1,210
-41%
减持
ISTB
ISHARES TR
-$103.1K
32,539
-4%
减持
BA
BOEING CO
-$102.0K
262
-73%
增持
BAC
BANK AMERICA CORP
+$99.8K
16,870
+4%
清仓
—
ISHARES TR
-$93.3K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$92.6K
26,340
+26%
增持
HD
HOME DEPOT INC
+$92.1K
7,175
+8%
建仓
IBDS
ISHARES TR
+$89.8K
3,750
建仓
IBDT
ISHARES TR
+$89.6K
3,600
增持
NVS
NOVARTIS AG
+$88.4K
1,502
+199%
增持
VGT
VANGUARD WORLD FD
+$87.7K
491
+32%
建仓
BLK
BLACKROCK INC
+$86.0K
84
增持
DGRW
WISDOMTREE TR
+$85.8K
4,992
+31%
增持
AMD
ADVANCED MICRO DEVICES INC
+$85.3K
1,343
+186%
减持
GE
GE AEROSPACE
-$84.2K
3,510
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$83.5K
66,990
+0%
清仓
—
MASIMO CORP
-$83.3K
0
-100%
增持
KKR
KKR & CO INC
+$78.4K
3,610
+3%
清仓
—
BLACKROCK INC
-$75.8K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$75.2K
4,200
-12%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$74.4K
2,727
增持
CRWD
CROWDSTRIKE HLDGS INC
+$73.6K
1,171
+0%
减持
FTNT
FORTINET INC
+$73.1K
5,370
-4%
增持
META
META PLATFORMS INC
+$71.9K
1,336
+8%
增持
DAL
DELTA AIR LINES INC DEL
+$71.1K
7,110
+1%
增持
CMI
CUMMINS INC
+$70.8K
1,495
+7%
增持
SCHM
SCHWAB STRATEGIC TR
-$70.3K
516,278
+198%
增持
PFE
PFIZER INC
+$69.6K
9,347
+52%
增持
FNDB
SCHWAB STRATEGIC TR
-$68.9K
99,273
+194%
增持
SCHZ
SCHWAB STRATEGIC TR
-$68.7K
73,715
+101%
减持
SGOV
ISHARES TR
-$67.8K
23,896
-2%
增持
GEV
GE VERNOVA INC
+$67.6K
866
+2%
增持
ALB
ALBEMARLE CORP
+$65.2K
1,252
+178%
增持
STRL
STERLING INFRASTRUCTURE INC
+$63.4K
1,191
+26%
增持
GLW
CORNING INC
+$63.1K
1,803
+261%
增持
DLR
DIGITAL RLTY TR INC
+$62.3K
429
+405%
减持
SPY
SPDR S&P 500 ETF TR
-$61.6K
788
-14%
增持
AMGN
AMGEN INC
-$61.3K
1,258
+4%
建仓
DLTR
DOLLAR TREE INC
+$60.9K
812
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$60.6K
1,634
减持
XLC
SELECT SECTOR SPDR TR
-$60.5K
851
-46%
减持
—
MEDTRONIC PLC
-$59.2K
3,024
-9%
增持
UNM
UNUM GROUP
+$58.9K
4,309
+0%
增持
HUBS
HUBSPOT INC
+$58.0K
345
+1%
增持
T
AT&T INC
+$57.0K
12,351
+21%
增持
—
EATON CORP PLC
+$56.0K
762
+28%
减持
CATH
GLOBAL X FDS
-$55.4K
3,686
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$55.2K
1,441
+22%
增持
FHN
FIRST HORIZON CORPORATION
+$54.1K
11,686
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$54.0K
200
-66%
增持
VHT
VANGUARD WORLD FD
+$53.4K
1,729
+27%
减持
WFC
WELLS FARGO CO NEW
+$52.4K
6,896
-10%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$50.8K
2,119
-52%
建仓
RIO
RIO TINTO PLC
+$49.9K
849
建仓
IWY
ISHARES TR
+$48.7K
207
增持
MA
MASTERCARD INCORPORATED
+$48.1K
789
+6%
