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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 38
减持 81
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
VNQ
VANGUARD INDEX FDS
-$2.3M
288,893
-5%
增持
UNM
UNUM GROUP
+$2.1M
58,231
+86%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.8M
3,482,686
-4%
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。
建仓
QQQ
INVESCO QQQ TR
+$1.7M
2,758
减持
SCHB
SCHWAB STRATEGIC TR
-$1.7M
5,037,648
-3%
清仓
—
INVESCO QQQ TR
-$1.7M
0
-100%
清仓
MINT
PIMCO ETF TR
-$1.5M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
5,018,281
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
75,870
+6%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.2M
445,699
+8%
减持
SPMD
SPDR SERIES TRUST
-$1.0M
781,091
-3%
减持
CALF
PACER FDS TR
-$942.9K
758,980
-4%
减持
TFI
SPDR SERIES TRUST
-$745.8K
71,379
-19%
增持
MSFT
MICROSOFT CORP
-$726.9K
23,944
+1%
增持
GOOG
ALPHABET INC
+$723.4K
10,037
+1%
清仓
—
RTX CORPORATION
-$663.6K
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
+$649.9K
322,126
-1%
减持
SPTS
SPDR SERIES TRUST
-$639.9K
1,096,137
-2%
减持
FNDE
SCHWAB STRATEGIC TR
-$637.2K
432,499
-4%
建仓
RTX
RTX CORPORATION
+$603.9K
3,293
减持
VTEB
VANGUARD MUN BD FDS
-$592.2K
24,096
-33%
减持
LLY
ELI LILLY & CO
+$586.4K
1,928
-1%
减持
AAPL
APPLE INC
+$557.6K
66,741
-3%
减持
GOOGL
ALPHABET INC
+$556.1K
12,943
-10%
减持
CAT
CATERPILLAR INC
+$548.6K
5,754
-0%
减持
HD
HOME DEPOT INC
-$506.3K
6,361
-4%
减持
ITOT
ISHARES TR
-$488.9K
1,346
-72%
清仓
—
FORTINET INC
-$473.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$466.0K
32,388
+1%
增持
HOOD
ROBINHOOD MKTS INC
+$433.3K
4,111
+1760%
建仓
FTNT
FORTINET INC
+$415.6K
5,234
清仓
CATH
GLOBAL X FDS
-$381.5K
0
-100%
减持
CRWV
COREWEAVE INC
-$375.7K
5,199
-5%
减持
—
LINDE PLC
-$347.8K
21
-97%
清仓
TPHD
TIMOTHY PLAN
-$337.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$332.2K
6,813
-18%
增持
NFLX
NETFLIX INC
-$320.7K
12,500
+904%
增持
IDV
ISHARES TR
+$303.5K
7,803
+6513%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$293.9K
30,735
-1%
减持
DXPE
DXP ENTERPRISES INC
-$281.8K
7,821
-18%
增持
FNDA
SCHWAB STRATEGIC TR
+$262.9K
97,286
+8%
减持
TSLA
TESLA INC
-$262.3K
6,068
-10%
减持
CSX
CSX CORP
-$255.2K
300
-96%
清仓
TPIF
TIMOTHY PLAN
-$246.4K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$239.7K
11,761
-4%
减持
IXUS
ISHARES TR
-$236.6K
1,485
-66%
清仓
TPLC
TIMOTHY PLAN
-$234.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$229.1K
10,911
-6%
清仓
BLES
NORTHERN LTS FD TR IV
-$221.9K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$212.9K
18,430
+71%
减持
VUG
VANGUARD INDEX FDS
-$211.4K
8,102
-7%
增持
ALL
ALLSTATE CORP
+$209.6K
3,521
+44%
减持
BITX
VOLATILITY SHS TR
-$207.9K
4,180
-29%
减持
VYMI
VANGUARD WHITEHALL FDS
-$206.6K
1,321
-66%
减持
CWI
SPDR INDEX SHS FDS
-$197.0K
62,274
-11%
减持
UNP
UNION PAC CORP
-$196.5K
2,080
-27%
减持
VB
VANGUARD INDEX FDS
-$191.1K
1,965
-28%
减持
LOW
LOWES COS INC
-$189.6K
1,971
-26%
减持
NVDA
NVIDIA CORPORATION
-$185.2K
22,661
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$182.9K
4,469
-24%
减持
COIN
COINBASE GLOBAL INC
-$182.8K
63
-89%
增持
SPY
SPDR S&P 500 ETF TR
+$182.0K
1,220
+25%
增持
WMT
WALMART INC
+$181.1K
19,389
+1%
清仓
—
TARGET CORP
-$171.8K
0
-100%
清仓
TPSC
TIMOTHY PLAN
-$169.1K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$165.3K
673
+97%
减持
TM
TOYOTA MOTOR CORP
+$165.3K
7,204
-0%
减持
SO
SOUTHERN CO
-$164.9K
21,420
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$164.6K
1,582
-31%
减持
HCA
HCA HEALTHCARE INC
+$155.8K
4,460
-1%
减持
SCHH
SCHWAB STRATEGIC TR
-$152.0K
80,627
-5%
增持
SCHV
SCHWAB STRATEGIC TR
+$148.3K
29,124
+19%
减持
CSCO
CISCO SYS INC
+$142.8K
18,695
-1%
建仓
TGT
TARGET CORP
+$141.2K
1,445
减持
SCHM
SCHWAB STRATEGIC TR
-$128.1K
487,054
-2%
清仓
—
UNILEVER PLC
-$114.8K
0
-100%
清仓
—
QUANTA SVCS INC
-$114.0K
0
-100%
建仓
UL
UNILEVER PLC
+$112.5K
1,720
增持
NSC
NORFOLK SOUTHN CORP
-$112.4K
9,856
+0%
减持
USMV
ISHARES TR
-$109.3K
41,983
-2%
建仓
PWR
QUANTA SVCS INC
+$107.6K
255
减持
SCHE
SCHWAB STRATEGIC TR
-$106.0K
23,488
-10%
增持
SCHZ
SCHWAB STRATEGIC TR
+$103.8K
61,490
+8%
减持
MO
ALTRIA GROUP INC
-$99.8K
11,603
-0%
增持
MELI
MERCADOLIBRE INC
+$99.4K
54
+1250%
减持
JNJ
JOHNSON & JOHNSON
+$99.3K
4,624
-0%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$99.1K
2,065
增持
SLV
ISHARES SILVER TR
+$97.8K
2,775
+45%
增持
IVV
ISHARES TR
+$97.0K
3,432
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$96.2K
1,765
+1%
减持
DE
DEERE & CO
-$96.1K
644
-26%
增持
FEGE
RBB FUND TRUST
+$93.5K
10,460
+19%
减持
UNH
UNITEDHEALTH GROUP INC
-$93.1K
3,314
-4%
减持
CVX
CHEVRON CORP NEW
-$93.1K
2,701
-17%
减持
PFE
PFIZER INC
-$93.0K
5,575
-39%
增持
VTI
VANGUARD INDEX FDS
+$91.6K
5,027
+4%
清仓
—
ISHARES TR
-$89.9K
0
-100%
建仓
IBDU
ISHARES TR
+$89.6K
3,830
减持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$84.1K
1,963
-58%
增持
BABA
ALIBABA GROUP HLDG LTD
+$83.4K
1,854
+76%
清仓
XCH
XCHG LTD
-$82.2K
0
-100%
增持
SGOV
ISHARES TR
+$80.2K
20,879
+4%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$79.1K
4,503
+42%
减持
DAL
DELTA AIR LINES INC DEL
+$78.3K
6,696
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$78.0K
666
-33%
减持
VGT
VANGUARD WORLD FD
-$77.1K
384
-22%
减持
MCD
MCDONALDS CORP
-$76.5K
545
-32%
减持
LW
LAMB WESTON HLDGS INC
-$76.3K
2,400
-21%
减持
PEP
PEPSICO INC
-$76.2K
2,429
-20%
减持
FNDB
SCHWAB STRATEGIC TR
+$75.6K
93,413
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$74.3K
10,017
+0%
增持
AVGO
BROADCOM INC
+$73.7K
2,053
+6%
减持
TTD
THE TRADE DESK INC
-$71.8K
6,430
-0%
增持
META
META PLATFORMS INC
+$71.6K
1,606
+19%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$70.3K
2,136
减持
RWO
SPDR INDEX SHS FDS
-$70.2K
23,080
-5%
减持
DGRW
WISDOMTREE TR
-$69.4K
3,231
-20%
减持
SCHF
SCHWAB STRATEGIC TR
-$67.6K
1,086,262
-3%
减持
MRK
MERCK & CO INC
+$65.9K
5,788
-11%
清仓
—
FIRST TR EXCHANGE-TRADED FD
-$65.2K
0
-100%
清仓
UWM
PROSHARES TR
-$64.9K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$62.7K
46
-68%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$62.7K
233
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$60.7K
0
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
-$60.7K
1,734
-0%
减持
—
MEDTRONIC PLC
-$56.8K
2,947
-17%
减持
VHT
VANGUARD WORLD FD
-$55.4K
1,383
-21%
减持
MHK
MOHAWK INDS INC
-$55.1K
675
-33%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$54.5K
23,115
-0%
减持
T
AT&T INC
-$54.4K
11,039
-5%
减持
CRCL
CIRCLE INTERNET GROUP INC
-$53.7K
125
-74%
增持
XLV
SELECT SECTOR SPDR TR
+$53.2K
945
+41%
减持
OLN
OLIN CORP
-$53.0K
2,166
-45%
减持
V
VISA INC
+$51.1K
5,690
-0%
减持
ABT
ABBOTT LABS
-$50.2K
5,482
-0%
增持
RGLD
ROYAL GOLD INC
+$50.2K
2,309
+0%
增持
GEV
GE VERNOVA INC
+$49.5K
931
+2%
减持
WEST
WESTROCK COFFEE CO
-$49.3K
3,500
-73%
增持
NAK
NORTHERN DYNASTY MINERALS LT
+$49.1K
58,586
+6%
增持
GDX
VANECK ETF TRUST
+$49.0K
660
+560%
减持
IDXX
IDEXX LABS INC
-$47.6K
110
-42%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$47.6K
107
减持
O
REALTY INCOME CORP
-$46.1K
9,576
-1%
增持
IAU
ISHARES GOLD TR
+$45.9K
5,195
+1%
减持
—
EATON CORP PLC
-$45.8K
781
-1%
增持
VOO
VANGUARD INDEX FDS
+$45.1K
2,686
+0%
清仓
—
GLOBE LIFE INC
-$44.3K
0
-100%
清仓
PAMT
PAMT CORP
-$44.2K
0
-100%
减持
ENB
ENBRIDGE INC
-$44.0K
1,857
-29%
增持
CLX
CLOROX CO DEL
-$43.0K
1,970
+1%
