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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 58
减持 78
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$40.7M
5,468,240
+31%
增持
SCHG
SCHWAB STRATEGIC TR
+$21.3M
3,765,364
+6%
增持
SPMD
SPDR SERIES TRUST
+$5.3M
860,852
+6%
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
CALF
PACER FDS TR
+$3.5M
819,326
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.3M
1,253,144
+2%
减持
MSFT
MICROSOFT CORP
+$2.6M
23,976
-3%
增持
UNM
UNUM GROUP
+$2.2M
31,185
+624%
减持
MSTR
MICROSTRATEGY INC
+$2.1M
18,028
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.9M
482,914
+10%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.6M
5,189,527
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
24,267
+16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
71,653
+5%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.4M
309,884
+2%
增持
AMZN
AMAZON COM INC
+$1.4M
41,650
+2%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.3M
520,697
+1%
增持
AAPL
APPLE INC
-$1.1M
69,485
+1%
减持
SPTS
SPDR SERIES TRUST
-$966.8K
1,096,694
-3%
增持
VUG
VANGUARD INDEX FDS
+$780.8K
9,396
+4%
减持
SCHM
SCHWAB STRATEGIC TR
+$759.1K
499,560
-1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$728.8K
1
增持
TSLA
TESLA INC
+$701.9K
6,513
+23%
减持
—
PINNACLE FINL PARTNERS INC
-$693.7K
6,144
-53%
建仓
CRWV
COREWEAVE INC
+$679.3K
4,166
增持
GOOGL
ALPHABET INC
+$602.0K
15,284
+13%
增持
ITOT
ISHARES TR
+$590.6K
4,731
+1095%
增持
UNH
UNITEDHEALTH GROUP INC
-$541.7K
3,211
+9%
增持
QQQ
INVESCO QQQ TR
+$466.6K
2,648
+25%
减持
JPM
JPMORGAN CHASE & CO.
+$432.6K
10,242
-1%
减持
NFLX
NETFLIX INC
+$427.3K
1,294
-8%
减持
SGOV
ISHARES TR
-$425.0K
23,977
-15%
增持
TFI
SPDR SERIES TRUST
+$405.6K
87,759
+13%
增持
FHN
FIRST HORIZON CORPORATION
+$382.5K
24,943
+231%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$341.3K
31,349
-7%
建仓
IXUS
ISHARES TR
+$339.2K
4,387
增持
MLR
MILLER INDS INC TENN
+$321.4K
16,757
+68%
增持
META
META PLATFORMS INC
+$314.2K
1,390
+13%
减持
ORCL
ORACLE CORP
+$299.2K
4,113
-4%
增持
COF
CAPITAL ONE FINL CORP
+$288.3K
1,644
+379%
增持
GE
GE AEROSPACE
+$277.2K
3,794
+9%
减持
CAT
CATERPILLAR INC
+$269.6K
5,882
-4%
增持
STRL
STERLING INFRASTRUCTURE INC
+$269.1K
1,753
+47%
减持
ABBV
ABBVIE INC
-$256.5K
8,814
-2%
建仓
FEGE
RBB FUND TRUST
+$250.9K
6,214
减持
RWO
SPDR INDEX SHS FDS
-$245.1K
24,235
-20%
清仓
—
DISCOVER FINL SVCS
-$240.2K
0
-100%
建仓
HYZD
WISDOMTREE TR
+$231.1K
10,323
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$224.3K
5,545
-12%
减持
VDE
VANGUARD WORLD FD
-$222.5K
1,595
-50%
减持
AVGO
BROADCOM INC
+$207.4K
2,125
-6%
增持
VTV
VANGUARD INDEX FDS
+$205.5K
1,808
+174%
减持
SCHZ
SCHWAB STRATEGIC TR
-$202.6K
57,988
-13%
减持
GEV
GE VERNOVA INC
+$201.4K
909
-1%
增持
VBR
VANGUARD INDEX FDS
+$199.2K
1,840
+115%
建仓
BOND
PIMCO ETF TR
+$194.8K
2,113
增持
NSC
NORFOLK SOUTHN CORP
+$190.3K
9,893
+0%
减持
WMT
WALMART INC
+$188.0K
19,976
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$171.2K
10,165
+6%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$161.5K
2,860
+40757%
减持
LLY
ELI LILLY & CO
-$161.4K
2,571
-2%
减持
HCA
HCA HEALTHCARE INC
+$160.1K
4,520
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$158.3K
5,554
-36%
减持
UBER
UBER TECHNOLOGIES INC
+$157.6K
11,541
-9%
减持
PG
PROCTER AND GAMBLE CO
-$151.7K
11,799
-1%
减持
OKE
ONEOK INC NEW
-$143.9K
7,163
-2%
减持
—
EXXON MOBIL CORP
-$139.1K
11,338
-1%
减持
CSCO
CISCO SYS INC
+$138.8K
18,881
-1%
增持
TTD
THE TRADE DESK INC
+$138.7K
6,445
+8%
增持
CSM
PROSHARES TR
+$137.0K
2,848
+185%
减持
DIS
DISNEY WALT CO
+$135.0K
5,499
-1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$134.4K
50,565
-10%
减持
BIV
VANGUARD BD INDEX FDS
-$132.4K
2,041
-46%
增持
VNQ
VANGUARD INDEX FDS
+$127.9K
285,678
+2%
增持
FNDA
SCHWAB STRATEGIC TR
+$126.9K
89,850
+1%
减持
RF
REGIONS FINANCIAL CORP NEW
+$125.2K
71,021
-0%
减持
UNP
UNION PAC CORP
-$123.4K
2,861
-14%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$123.3K
3,144
+43%
减持
VOO
VANGUARD INDEX FDS
+$123.3K
2,667
-2%
减持
VTI
VANGUARD INDEX FDS
+$121.8K
4,856
-1%
增持
MU
MICRON TECHNOLOGY INC
+$108.0K
2,874
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$104.7K
34,660
-5%
建仓
CWB
SPDR SERIES TRUST
+$103.6K
1,253
减持
DXPE
DXP ENTERPRISES INC
-$103.5K
14,378
-13%
减持
SCHH
SCHWAB STRATEGIC TR
-$101.3K
85,772
-4%
减持
AGG
ISHARES TR
-$98.5K
1,553
-39%
建仓
DDWM
WISDOMTREE TR
+$97.2K
2,451
增持
XLRE
SELECT SECTOR SPDR TR
+$93.4K
43,191
+7%
减持
IVV
ISHARES TR
-$91.4K
3,597
-13%
减持
CLX
CLOROX CO DEL
-$87.9K
1,610
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$86.9K
694
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$86.3K
12,487
+9%
增持
VB
VANGUARD INDEX FDS
+$85.9K
2,725
+8%
增持
CATH
GLOBAL X FDS
+$79.4K
4,706
+15%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$79.0K
500
-65%
减持
PEP
PEPSICO INC
-$78.9K
2,885
-6%
增持
CVX
CHEVRON CORP NEW
-$77.4K
3,572
+1%
建仓
MNA
NEW YORK LIFE INVESTMENTS ET
+$76.1K
2,157
减持
PM
PHILIP MORRIS INTL INC
+$73.9K
3,736
-2%
增持
GLD
SPDR GOLD TR
+$73.8K
2,852
+3%
减持
JNJ
JOHNSON & JOHNSON
-$73.7K
4,948
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$70.8K
1,702
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$69.3K
1,944
-26%
减持
SCHE
SCHWAB STRATEGIC TR
+$66.8K
26,227
-0%
减持
USMV
ISHARES TR
-$65.1K
43,093
-2%
减持
NOW
SERVICENOW INC
-$62.6K
22
-79%
增持
KKR
KKR & CO INC
+$62.2K
3,566
+0%
增持
MRK
MERCK & CO INC
-$61.9K
6,378
+1%
增持
ANET
ARISTA NETWORKS INC
+$60.7K
2,351
+1%
减持
BAC
BANK AMERICA CORP
+$60.5K
16,900
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$60.3K
8,493
+2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$56.8K
22,476
-3%
增持
IWS
ISHARES TR
+$55.3K
493
+532%
增持
DAL
DELTA AIR LINES INC DEL
+$53.0K
7,389
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.6K
1,301
-3%
减持
SO
SOUTHERN CO
-$49.5K
21,941
-2%
增持
EFA
ISHARES TR
+$46.6K
3,277
+9%
减持
CRM
SALESFORCE INC
-$44.7K
35
-83%
减持
FTNT
FORTINET INC
+$42.0K
5,460
-2%
减持
COST
COSTCO WHSL CORP NEW
-$42.0K
441
-13%
减持
MPC
MARATHON PETE CORP
+$41.5K
2,171
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$41.2K
1,071
-16%
增持
HWM
HOWMET AEROSPACE INC
+$40.2K
437
+38%
减持
SPY
SPDR S&P 500 ETF TR
+$39.9K
785
-1%
增持
HON
HONEYWELL INTL INC
+$38.8K
1,127
+7%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$38.7K
863
-48%
增持
TPSC
TIMOTHY PLAN
+$38.2K
4,068
+26%
减持
TREX
TREX CO INC
-$38.2K
153
-81%
减持
—
ACCENTURE PLC IRELAND
-$37.6K
2,077
-2%
减持
BX
BLACKSTONE INC
+$37.2K
4,533
-1%
减持
EMR
EMERSON ELEC CO
+$37.0K
1,639
-1%
减持
MO
ALTRIA GROUP INC
-$36.2K
11,797
-3%
减持
HD
HOME DEPOT INC
-$36.1K
7,567
-1%
减持
CWI
SPDR INDEX SHS FDS
+$35.4K
72,779
-8%
清仓
MINV
MATTHEWS ASIA FDS
-$34.0K
0
-100%
减持
LOW
LOWES COS INC
-$33.7K
2,640
-1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$33.3K
1,080
-73%
清仓
MEM
MATTHEWS ASIA FDS
-$33.1K
0
-100%
减持
RMBS
RAMBUS INC DEL
+$32.6K
3,364
-5%
减持
QABA
FIRST TR EXCHANGE-TRADED FD
-$32.5K
785
-45%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$32.4K
2,482
减持
DE
DEERE & CO
+$31.9K
1,054
-2%
减持
CAH
CARDINAL HEALTH INC
-$30.1K
144
-63%
减持
SBUX
STARBUCKS CORP
-$29.3K
460
-37%
减持
DNP
DNP SELECT INCOME FD INC
-$29.0K
12,840
-18%
建仓
IWR
ISHARES TR
+$28.7K
312
减持
WPC
WP CAREY INC
-$27.9K
104
-81%
增持
BWXT
BWX TECHNOLOGIES INC
+$27.8K
460
+18%
减持
—
ROYAL CARIBBEAN GROUP
-$27.7K
124
-62%
减持
EXPD
EXPEDITORS INTL WASH INC
-$27.7K
210
-51%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$26.7K
2,395
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$26.2K
5,848
+0%
