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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 44
减持 79
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
+$5.4M
3,615,280
-4%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.5M
5,204,886
-5%
减持
AAPL
APPLE INC
+$3.3M
69,068
-1%
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
+$2.4M
304,991
+7%
减持
AMZN
AMAZON COM INC
-$2.1M
31,925
-23%
减持
CALF
PACER FDS TR
+$2.0M
790,745
-3%
建仓
—
INVESCO QQQ TR
+$1.7M
2,758
减持
XLRE
SELECT SECTOR SPDR TR
-$1.6M
5,473
-87%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.5M
1,124,630
-10%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.5M
323,869
+5%
减持
MSTR
STRATEGY INC
-$1.5M
17,982
-0%
建仓
MINT
PIMCO ETF TR
+$1.5M
14,641
清仓
QQQ
INVESCO QQQ TR
-$1.5M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
5,087,213
-2%
减持
FNDE
SCHWAB STRATEGIC TR
-$955.1K
448,924
-14%
增持
TSLA
TESLA INC
+$922.3K
6,726
+3%
减持
GOOGL
ALPHABET INC
+$801.6K
14,377
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$797.5K
71,656
+0%
减持
SCHM
SCHWAB STRATEGIC TR
+$761.1K
498,440
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$676.6K
413,659
-14%
建仓
—
RTX CORPORATION
+$663.6K
3,966
减持
GOOG
ALPHABET INC
+$620.3K
9,962
-2%
清仓
RTX
RTX CORPORATION
-$617.5K
0
-100%
增持
SPTS
SPDR SERIES TRUST
+$612.6K
1,116,467
+2%
减持
NVDA
NVIDIA CORPORATION
+$577.5K
23,644
-3%
清仓
FTNT
FORTINET INC
-$577.2K
0
-100%
减持
SPMD
SPDR SERIES TRUST
-$553.2K
808,880
-6%
减持
—
ACCENTURE PLC IRELAND
-$532.8K
357
-83%
减持
LLY
ELI LILLY & CO
-$518.6K
1,947
-24%
建仓
—
FORTINET INC
+$473.0K
5,626
减持
CAT
CATERPILLAR INC
+$464.3K
5,759
-2%
增持
GLD
SPDR GOLD TR
+$449.8K
3,711
+30%
减持
NSC
NORFOLK SOUTHN CORP
+$425.9K
9,847
-0%
增持
ABBV
ABBVIE INC
+$420.1K
8,881
+1%
减持
SGOV
ISHARES TR
-$398.6K
20,016
-17%
减持
MSFT
MICROSOFT CORP
+$381.2K
23,761
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$369.9K
24,532
+97%
增持
ORCL
ORACLE CORP
+$286.2K
4,215
+2%
减持
QUAL
ISHARES TR
-$255.7K
81
-95%
减持
NFLX
NETFLIX INC
-$240.2K
1,245
-4%
增持
FNDA
SCHWAB STRATEGIC TR
+$228.4K
89,941
+0%
减持
HYZD
WISDOMTREE TR
-$193.9K
1,656
-84%
清仓
TGT
TARGET CORP
-$188.9K
0
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
+$187.3K
1,742
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$185.1K
3,437
+7%
减持
JPM
JPMORGAN CHASE & CO.
+$184.1K
9,997
-2%
增持
TM
TOYOTA MOTOR CORP
+$180.5K
7,205
+4%
增持
COIN
COINBASE GLOBAL INC
+$176.4K
584
+890%
建仓
—
TARGET CORP
+$171.8K
1,915
减持
V
VISA INC
-$167.2K
5,696
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$165.3K
976
+24%
建仓
CADE
CADENCE BANK
+$159.4K
4,245
减持
BOND
PIMCO ETF TR
-$145.8K
525
-75%
减持
CMI
CUMMINS INC
+$140.1K
1,491
-0%
减持
DE
DEERE & CO
-$139.7K
866
-18%
增持
FEGE
RBB FUND TRUST
+$137.0K
8,770
+41%
减持
AMT
AMERICAN TOWER CORP NEW
-$132.5K
2,300
-12%
减持
RMBS
RAMBUS INC DEL
+$132.1K
3,335
-1%
增持
VOO
VANGUARD INDEX FDS
+$124.4K
2,677
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$123.9K
12,256
+6%
减持
MAA
MID-AMER APT CMNTYS INC
-$123.8K
5,740
-8%
减持
MU
MICRON TECHNOLOGY INC
+$123.6K
2,856
-1%
减持
DXPE
DXP ENTERPRISES INC
-$119.8K
9,578
-33%
建仓
—
QUANTA SVCS INC
+$114.0K
275
减持
MOAT
VANECK ETF TRUST
+$112.4K
22,981
-0%
清仓
PWR
QUANTA SVCS INC
-$105.9K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$105.3K
11,102
-11%
减持
IYW
ISHARES TR
-$104.6K
1,529
-34%
增持
VTEB
VANGUARD MUN BD FDS
+$104.6K
36,029
+4%
减持
JNJ
JOHNSON & JOHNSON
+$101.9K
4,626
-7%
增持
SMH
VANECK ETF TRUST
+$101.0K
2,081
+0%
减持
PM
PHILIP MORRIS INTL INC
-$100.3K
3,577
-4%
减持
ANET
ARISTA NETWORKS INC
+$96.8K
2,315
-2%
清仓
—
ISHARES TR
-$93.2K
0
-100%
建仓
—
ISHARES TR
+$89.9K
3,830
增持
TFI
SPDR SERIES TRUST
+$88.3K
87,964
+0%
减持
FNDB
SCHWAB STRATEGIC TR
+$87.7K
93,488
-3%
减持
PG
PROCTER AND GAMBLE CO
-$87.0K
11,668
-1%
减持
CWB
SPDR SERIES TRUST
-$85.6K
199
-84%
增持
BAC
BANK AMERICA CORP
+$84.3K
17,136
+1%
增持
UNM
UNUM GROUP
-$84.1K
31,299
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$80.0K
10,803
+6%
减持
HD
HOME DEPOT INC
-$79.3K
6,651
-12%
增持
LOW
LOWES COS INC
+$79.2K
2,646
+0%
减持
MO
ALTRIA GROUP INC
+$77.2K
11,639
-1%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$76.5K
5,080
+40%
减持
CSM
PROSHARES TR
-$75.5K
1,635
-43%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$73.2K
4,545
-18%
减持
OKE
ONEOK INC NEW
-$71.7K
7,031
-2%
减持
SFBS
SERVISFIRST BANCSHARES INC
+$70.5K
31,049
-1%
增持
CRWV
COREWEAVE INC
+$68.7K
5,466
+31%
减持
WM
WASTE MGMT INC DEL
-$68.6K
8,283
-0%
增持
VTV
VANGUARD INDEX FDS
+$66.9K
2,072
+15%
减持
BX
BLACKSTONE INC
+$66.2K
4,356
-4%
建仓
—
FIRST TR EXCHANGE-TRADED FD
+$65.2K
233
减持
KO
COCA COLA CO
-$63.9K
12,165
-1%
增持
IAU
ISHARES GOLD TR
+$62.9K
5,164
+3%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$62.8K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$61.6K
0
-100%
清仓
FRD
FRIEDMAN INDS INC
-$61.3K
0
-100%
减持
INTU
INTUIT
-$60.1K
40
-64%
减持
MNA
NEW YORK LIFE INVESTMENTS ET
-$60.0K
447
-79%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$59.0K
2,125
减持
UPS
UNITED PARCEL SERVICE INC
-$58.3K
2,482
-6%
增持
MPC
MARATHON PETE CORP
+$57.9K
2,172
+0%
减持
CWI
SPDR INDEX SHS FDS
+$56.9K
69,699
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$56.2K
696
+0%
增持
FXI
ISHARES TR
+$55.9K
2,700
+80%
减持
ISTB
ISHARES TR
-$55.4K
22,987
-5%
增持
NAK
NORTHERN DYNASTY MINERALS LT
+$54.9K
55,281
+550%
清仓
—
ENSTAR GROUP LIMITED
-$54.8K
0
-100%
减持
IWS
ISHARES TR
-$54.3K
78
-84%
减持
DIS
DISNEY WALT CO
-$53.7K
5,487
-0%
增持
VB
VANGUARD INDEX FDS
+$52.2K
2,745
+1%
清仓
PFF
ISHARES TR
-$51.8K
0
-100%
减持
RGLD
ROYAL GOLD INC
+$51.5K
2,308
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$51.3K
669
-38%
减持
WHR
WHIRLPOOL CORP
-$51.2K
200
-70%
减持
AVGO
BROADCOM INC
+$51.0K
1,930
-9%
增持
KBE
SPDR SERIES TRUST
+$50.9K
877
+3886%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$50.1K
23,195
+7%
减持
GLW
CORNING INC
+$50.0K
1,766
-2%
减持
NEE
NEXTERA ENERGY INC
+$49.1K
8,808
-1%
增持
CLX
CLOROX CO DEL
+$48.4K
1,960
+22%
清仓
GL
GLOBE LIFE INC
-$48.1K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$46.9K
6,238
-0%
减持
SDY
SPDR SERIES TRUST
-$45.8K
6,045
-8%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$45.5K
1,019
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$45.1K
3,180
+11%
减持
VUG
VANGUARD INDEX FDS
+$44.6K
8,682
-8%
建仓
—
GLOBE LIFE INC
+$44.3K
310
增持
PEP
PEPSICO INC
+$44.0K
3,025
+5%
建仓
CRK
COMSTOCK RES INC
+$43.6K
2,200
减持
—
UNILEVER PLC
-$43.5K
1,936
-25%
减持
COF
CAPITAL ONE FINL CORP
-$42.6K
1,445
-12%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$42.1K
581
减持
GS
GOLDMAN SACHS GROUP INC
-$42.1K
236
-27%
增持
—
ASML HOLDING N V
+$41.6K
235
+1%
减持
DDWM
WISDOMTREE TR
-$40.6K
1,354
-45%
增持
AMD
ADVANCED MICRO DEVICES INC
+$40.3K
1,742
+2%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$40.1K
480
+269%
减持
C
CITIGROUP INC
-$38.6K
58
-89%
增持
MRK
MERCK & CO INC
+$38.5K
6,474
+2%
增持
DGRW
WISDOMTREE TR
+$38.0K
4,028
+5%
减持
META
META PLATFORMS INC
-$37.5K
1,346
-3%
减持
BABA
ALIBABA GROUP HLDG LTD
+$34.8K
1,054
-22%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$34.5K
1,237
-5%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$33.4K
0
-100%
增持
TFC
TRUIST FINL CORP
+$33.3K
9,136
+2%
减持
VLO
VALERO ENERGY CORP
+$33.1K
1,300
-7%
