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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 81
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPMD
SPDR SER TR
+$9.7M
811,832
+40%
增持
SCHG
SCHWAB STRATEGIC TR
-$6.9M
3,543,726
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.0M
4,975,278
+2%
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
SCHF
SCHWAB STRATEGIC TR
+$2.4M
1,232,463
+4%
减持
AAPL
APPLE INC
-$2.0M
69,094
-0%
增持
VNQ
VANGUARD INDEX FDS
+$1.7M
279,595
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$1.6M
4,164,167
+4%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.4M
304,183
+5%
减持
AMZN
AMAZON COM INC
-$1.2M
40,899
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.2M
439,415
-1%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.1M
516,443
+2%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.1M
505,859
-2%
增持
MSFT
MICROSOFT CORP
-$985.8K
24,841
+2%
增持
CALF
PACER FDS TR
+$865.7K
776,604
+21%
增持
SPTS
SPDR SER TR
+$834.0K
1,131,634
+2%
增持
TSLA
TESLA INC
-$741.0K
5,275
+1%
减持
LOW
LOWES COS INC
-$719.7K
2,656
-51%
增持
SGOV
ISHARES TR
+$441.9K
28,203
+18%
减持
GOOG
ALPHABET INC
-$420.1K
10,180
-4%
减持
TTD
THE TRADE DESK INC
-$376.5K
5,945
-0%
减持
ISTB
ISHARES TR
-$363.3K
24,636
-24%
增持
GOOGL
ALPHABET INC
-$339.1K
13,525
+5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$313.7K
9,635
+272%
增持
VUG
VANGUARD INDEX FDS
-$311.1K
9,003
+1%
增持
ABBV
ABBVIE INC
+$288.5K
9,033
+0%
减持
DXPE
DXP ENTERPRISES INC
-$268.5K
16,578
-16%
增持
V
VISA INC
+$260.5K
6,070
+3%
减持
RF
REGIONS FINANCIAL CORP NEW
-$246.1K
71,110
-7%
增持
KO
COCA COLA CO
+$236.2K
12,393
+18%
增持
TFI
SPDR SER TR
+$230.2K
77,981
+8%
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$230.1K
8,855
-51%
增持
HII
HUNTINGTON INGALLS INDS INC
+$228.3K
1,165
+2230%
增持
SO
SOUTHERN CO
+$227.8K
22,451
+1%
增持
NVDA
NVIDIA CORPORATION
-$211.0K
20,913
+13%
建仓
BITX
VOLATILITY SHS TR
+$208.6K
5,880
增持
LLY
ELI LILLY & CO
+$207.8K
2,622
+3%
减持
VBR
VANGUARD INDEX FDS
-$207.4K
857
-54%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$205.2K
33,549
-4%
减持
HCA
HCA HEALTHCARE INC
+$204.7K
4,548
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$187.6K
8,686
+73%
增持
—
EXXON MOBIL CORP
+$187.0K
11,446
+5%
减持
AGG
ISHARES TR
-$178.9K
2,553
-43%
减持
SPYG
SPDR SER TR
-$170.9K
3,030
-36%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$160.7K
56,365
+19%
减持
BX
BLACKSTONE INC
-$158.3K
4,585
-1%
增持
CAT
CATERPILLAR INC
-$155.7K
6,106
+2%
减持
USMV
ISHARES TR
+$148.6K
43,885
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$141.1K
6,298
+22%
减持
RWO
SPDR INDEX SHS FDS
-$139.3K
30,130
-11%
清仓
CGCB
CAPITAL GRP FIXED INCM ETF T
-$132.0K
0
-100%
增持
RTX
RTX CORPORATION
+$129.0K
4,628
+11%
减持
IVV
ISHARES TR
-$124.6K
4,138
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$123.1K
66,936
-9%
建仓
PPH
VANECK ETF TRUST
+$123.0K
1,350
减持
KKR
KKR & CO INC
-$121.7K
3,565
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$120.4K
11,482
-13%
增持
DAL
DELTA AIR LINES INC DEL
-$119.8K
7,119
+0%
减持
GLD
SPDR GOLD TR
+$115.9K
2,761
-2%
减持
GE
GE AEROSPACE
+$113.9K
3,494
-0%
减持
KOMP
SPDR SER TR
-$113.2K
195
-92%
增持
CVX
CHEVRON CORP NEW
+$111.6K
3,520
+7%
减持
—
PINNACLE FINL PARTNERS INC
-$110.0K
12,939
-0%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$106.4K
2,200
+340%
增持
XLV
SELECT SECTOR SPDR TR
+$105.0K
1,271
+117%
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$104.5K
1,500
减持
DOV
DOVER CORP
-$104.0K
1,077
-31%
减持
PM
PHILIP MORRIS INTL INC
+$100.9K
3,821
-9%
建仓
IUSV
ISHARES TR
+$98.2K
1,064
减持
DGRW
WISDOMTREE TR
-$98.0K
3,831
-23%
减持
UBER
UBER TECHNOLOGIES INC
+$97.9K
12,616
-7%
增持
WMT
WALMART INC
+$97.3K
20,107
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$96.2K
3,444
+121%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$95.0K
8,340
+21%
减持
VB
VANGUARD INDEX FDS
-$94.8K
2,525
-7%
增持
NFLX
NETFLIX INC
+$93.3K
1,400
+3%
减持
JNJ
JOHNSON & JOHNSON
+$93.3K
5,002
-2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$93.2K
21,645
+15%
增持
FNDA
SCHWAB STRATEGIC TR
-$89.4K
89,350
+5%
减持
FHN
FIRST HORIZON CORPORATION
-$89.0K
7,535
-36%
减持
—
ACCENTURE PLC IRELAND
-$87.4K
2,110
-0%
减持
FNDB
SCHWAB STRATEGIC TR
-$84.2K
96,693
-3%
增持
—
MEDTRONIC PLC
+$81.5K
3,595
+19%
减持
MAA
MID-AMER APT CMNTYS INC
+$81.2K
6,255
-0%
减持
CLX
CLOROX CO DEL
-$78.7K
1,910
-14%
增持
VDE
VANGUARD WORLD FD
+$76.4K
3,180
+15%
减持
MRK
MERCK & CO INC
-$74.6K
6,315
-2%
清仓
CGMS
CAPITAL GRP FIXED INCM ETF T
-$74.4K
0
-100%
减持
DIS
DISNEY WALT CO
-$74.0K
5,542
-1%
减持
MO
ALTRIA GROUP INC
+$73.0K
12,127
-3%
增持
AMGN
AMGEN INC
+$71.8K
1,283
+2%
增持
IUSG
ISHARES TR
+$71.3K
731
+372%
增持
VTV
VANGUARD INDEX FDS
+$71.0K
660
+160%
减持
META
META PLATFORMS INC
-$70.4K
1,235
-8%
增持
ORCL
ORACLE CORP
-$69.7K
4,292
+7%
增持
QQQ
INVESCO QQQ TR
-$69.3K
2,120
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$66.9K
10,341
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$66.1K
2,947
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$66.0K
740
+27%
增持
STRL
STERLING INFRASTRUCTURE INC
-$65.2K
1,196
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$64.4K
67,958
+1%
增持
NOW
SERVICENOW INC
+$61.9K
107
+386%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$60.6K
0
-100%
增持
TGT
TARGET CORP
-$59.5K
1,963
+0%
减持
PFF
ISHARES TR
-$58.3K
1,688
-52%
增持
GS
GOLDMAN SACHS GROUP INC
+$56.1K
325
+53%
增持
NSC
NORFOLK SOUTHN CORP
+$55.7K
9,888
+2%
增持
LW
LAMB WESTON HLDGS INC
+$54.4K
3,045
+89%
建仓
FXI
ISHARES TR
+$53.8K
1,500
增持
CSCO
CISCO SYS INC
+$53.6K
18,979
+1%
减持
RGLD
ROYAL GOLD INC
+$52.9K
2,314
-6%
增持
COST
COSTCO WHSL CORP NEW
+$50.7K
506
+8%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$50.4K
0
-100%
减持
DHR
DANAHER CORPORATION
-$50.0K
1,660
-2%
增持
IAU
ISHARES GOLD TR
+$47.7K
5,017
+0%
减持
LAZ
LAZARD INC
-$47.5K
410
-68%
减持
O
REALTY INCOME CORP
+$47.3K
10,657
-0%
增持
MA
MASTERCARD INCORPORATED
+$47.2K
844
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$47.1K
5,216
+7%
增持
SBUX
STARBUCKS CORP
+$46.9K
729
+171%
建仓
UWM
PROSHARES TR
+$46.8K
1,400
减持
SCHC
SCHWAB STRATEGIC TR
-$46.3K
5,385
-23%
增持
VTI
VANGUARD INDEX FDS
-$46.2K
4,927
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$45.7K
36,358
+4%
增持
—
UNILEVER PLC
+$45.1K
2,587
+35%
减持
T
AT&T INC
+$43.1K
11,467
-7%
增持
IYW
ISHARES TR
-$43.1K
2,332
+0%
减持
CSX
CSX CORP
-$43.0K
8,216
-7%
增持
CRM
SALESFORCE INC
+$42.5K
202
+477%
减持
IJH
ISHARES TR
-$42.2K
10,620
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$41.3K
2,576
+0%
增持
VOO
VANGUARD INDEX FDS
-$40.9K
2,708
+2%
减持
OLN
OLIN CORP
-$40.4K
3,161
-9%
增持
HWM
HOWMET AEROSPACE INC
+$39.3K
317
+1765%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$38.0K
3,680
+26%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$38.0K
1,040
增持
COF
CAPITAL ONE FINL CORP
+$37.4K
343
+154%
减持
AMLP
ALPS ETF TR
-$36.7K
2,215
-30%
减持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$36.3K
4,636
-10%
增持
WEST
WESTROCK COFFEE CO
+$35.9K
8,080
+131%
增持
PG
PROCTER AND GAMBLE CO
+$34.4K
11,920
+0%
增持
MSTR
MICROSTRATEGY INC
+$33.9K
18,045
+1%
增持
INTU
INTUIT
+$33.5K
115
+95%
增持
C
CITIGROUP INC
+$33.2K
525
+805%
增持
—
EATON CORP PLC
-$33.0K
809
+6%
减持
OKTA
OKTA INC
+$32.9K
1,250
-0%
增持
SYK
STRYKER CORPORATION
+$32.3K
344
+29%
减持
DELL
DELL TECHNOLOGIES INC
-$31.8K
123
-67%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$30.7K
285
-1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$30.6K
270
+26900%
减持
LMT
LOCKHEED MARTIN CORP
-$29.9K
679
-1%
