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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 68
减持 62
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$20.6M
5,156,506
+3%
建仓
AVUV
AMERICAN CENTY ETF TR
+$16.6M
150,429
减持
CALF
PACER FDS TR
-$16.6M
380,206
-50%
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
SCHG
SCHWAB STRATEGIC TR
-$8.9M
3,594,993
+3%
增持
SPTS
SPDR SERIES TRUST
+$6.1M
1,308,197
+19%
增持
SPMD
SPDR SERIES TRUST
+$3.0M
814,372
+4%
增持
SCHB
SCHWAB STRATEGIC TR
-$3.0M
5,146,591
+2%
增持
MSFT
MICROSOFT CORP
-$2.4M
24,896
+4%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.2M
342,266
+6%
建仓
CSRE
COHEN & STEERS ETF TRUST
+$1.5M
57,408
增持
VNQ
VANGUARD INDEX FDS
+$1.4M
304,249
+5%
增持
FNDE
SCHWAB STRATEGIC TR
+$975.6K
433,129
+0%
减持
AMZN
AMAZON COM INC
-$917.8K
31,488
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$839.5K
465,370
+4%
减持
GLD
SPDR GOLD TR
-$808.1K
1,540
-59%
增持
IVV
ISHARES TR
+$746.5K
4,741
+38%
增持
—
EXXON MOBIL CORP
+$726.9K
11,517
+13%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$713.7K
5,242
-72%
增持
AAPL
APPLE INC
-$688.7K
68,780
+3%
清仓
—
PINNACLE FINL PARTNERS INC
-$586.2K
0
-100%
减持
TSLA
TESLA INC
-$553.0K
5,853
-4%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$529.2K
6,144
增持
MSTR
STRATEGY INC
-$484.6K
18,011
+0%
减持
SGOV
ISHARES TR
-$481.8K
16,035
-23%
减持
SCHF
SCHWAB STRATEGIC TR
+$474.7K
1,074,279
-1%
减持
VUG
VANGUARD INDEX FDS
-$471.4K
7,969
-2%
减持
HOOD
ROBINHOOD MKTS INC
-$457.3K
111
-97%
减持
GOOGL
ALPHABET INC
-$432.5K
12,584
-3%
减持
GOOG
ALPHABET INC
-$389.2K
9,622
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$388.2K
75,730
-0%
增持
IJH
ISHARES TR
+$355.5K
15,595
+48%
增持
IWF
ISHARES TR
+$345.0K
4,309
+37%
减持
SCHM
SCHWAB STRATEGIC TR
+$322.9K
483,483
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$319.7K
3,558
+234%
减持
CAT
CATERPILLAR INC
+$314.3K
5,097
-11%
建仓
—
TOWER SEMICONDUCTOR LTD
+$298.3K
1,700
增持
CVX
CHEVRON CORPORATION
+$296.0K
3,420
+27%
减持
TM
TOYOTA MOTOR CORP
-$258.4K
6,229
-14%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$256.4K
43,550
-11%
增持
JNJ
JOHNSON & JOHNSON
+$246.9K
4,925
+7%
增持
FEGE
RBB FUND TRUST
+$222.1K
14,970
+43%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$215.7K
27,334
-11%
增持
GEV
GE VERNOVA INC
+$205.9K
933
+0%
减持
MAA
MID-AMER APT CMNTYS INC
-$203.2K
4,865
-15%
减持
RF
REGIONS FINANCIAL CORP NEW
-$193.5K
59,226
-8%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$185.4K
7,166
+59%
减持
BX
BLACKSTONE INC
-$183.6K
4,242
-3%
清仓
CADE
CADENCE BANK
-$181.9K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$181.5K
1,227
-45%
增持
UNH
UNITEDHEALTH GROUP INC
-$180.1K
3,377
+2%
增持
MPC
MARATHON PETE CORP
+$177.2K
2,173
+0%
减持
HII
HUNTINGTON INGALLS INDS INC
-$172.9K
355
-61%
增持
NEE
NEXTERA ENERGY INC
+$162.2K
9,361
+6%
减持
TTD
THE TRADE DESK INC
-$160.6K
3,680
-43%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$159.0K
4,314
-3%
增持
V
VISA INC
-$154.8K
6,090
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$154.4K
887
-29%
增持
TFI
SPDR SERIES TRUST
+$142.0K
75,094
+5%
减持
MU
MICRON TECHNOLOGY INC
+$141.6K
2,832
-1%
增持
INTC
INTEL CORP
+$141.4K
8,359
+36%
增持
QQQ
INVESCO QQQ TR
+$140.5K
3,179
+15%
增持
GLW
CORNING INC
+$140.2K
2,168
+23%
减持
BABA
ALIBABA GROUP HLDG LTD
-$139.5K
1,054
-43%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$138.7K
1,444
-54%
增持
LLY
ELI LILLY & CO
-$137.2K
2,104
+9%
减持
WFC
WELLS FARGO & CO
-$136.2K
6,405
-8%
增持
SPYM
SPDR SERIES TRUST
+$134.4K
2,076
+581%
减持
ANET
ARISTA NETWORKS INC
-$132.7K
1,390
-40%
减持
SCHH
SCHWAB STRATEGIC TR
-$131.0K
72,282
-10%
减持
USMV
ISHARES TR
-$129.2K
41,232
-2%
增持
KKR
KKR & CO INC
-$125.7K
3,598
+0%
增持
PM
PHILIP MORRIS INTL INC
+$125.6K
4,231
+18%
增持
PEP
PEPSICO INC
+$123.9K
3,043
+25%
增持
JPM
JPMORGAN CHASE & CO
-$123.1K
10,554
+5%
建仓
ROK
ROCKWELL AUTOMATION INC
+$122.0K
340
减持
SPYG
SPDR SERIES TRUST
-$116.5K
1,905
-33%
减持
SO
SOUTHERN CO
+$114.2K
20,535
-4%
减持
BITX
VOLATILITY SHS TR
-$113.3K
180
-96%
增持
UBER
UBER TECHNOLOGIES INC
-$112.8K
11,792
+0%
减持
—
MEDTRONIC PLC
-$109.4K
2,005
-32%
建仓
PAAS
PAN AMERN SILVER CORP
+$109.3K
2,000
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$107.4K
21,801
-1%
建仓
CBZ
CBIZ INC
+$107.4K
4,000
清仓
—
ASTRAZENECA PLC
-$107.0K
0
-100%
清仓
FXI
ISHARES TR
-$103.4K
0
-100%
减持
NAK
NORTHERN DYNASTY MINERALS LT
-$102.8K
8,991
-85%
减持
DIS
DISNEY WALT CO
-$102.1K
5,417
-1%
清仓
LW
LAMB WESTON HLDGS INC
-$100.5K
0
-100%
建仓
ECH
ISHARES INC
+$99.4K
2,500
减持
VBR
VANGUARD INDEX FDS
-$99.3K
1,318
-28%
减持
UL
UNILEVER PLC
-$97.8K
258
-85%
减持
OKE
ONEOK INC NEW
+$97.1K
6,767
-3%
增持
NVDA
NVIDIA CORPORATION
+$95.9K
24,783
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$95.2K
5,203
+4%
增持
META
META PLATFORMS INC
+$93.8K
2,017
+26%
增持
LMT
LOCKHEED MARTIN CORP
+$92.6K
675
+4%
建仓
—
IREN LIMITED
+$91.4K
2,665
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$89.6K
3,781
-32%
增持
SYM
SYMBOTIC INC
+$86.9K
1,636
+81700%
增持
NSC
NORFOLK SOUTHN CORP
+$85.9K
10,215
+4%
建仓
GOVT
ISHARES TR
+$85.5K
3,732
减持
VTI
VANGUARD INDEX FDS
-$83.2K
4,994
-1%
增持
IDR
IDAHO STRATEGIC RESOURCES
+$82.2K
2,662
+3186%
减持
MO
ALTRIA GROUP INC
+$81.1K
11,368
-2%
增持
ABT
ABBOTT LABORATORIES
-$81.1K
5,900
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$80.8K
1,205
+2%
增持
GE
GE AEROSPACE
-$80.7K
3,606
+1%
减持
PSX
PHILLIPS 66
+$79.9K
1,824
-7%
增持
VTEB
VANGUARD MUN BD FDS
+$79.5K
25,883
+7%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$77.3K
138
+962%
减持
VB
VANGUARD INDEX FDS
-$76.0K
1,645
-16%
建仓
IWN
ISHARES TR
+$75.8K
400
清仓
GEN
GEN DIGITAL INC
-$75.6K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$75.2K
12,951
+0%
增持
AVGO
BROADCOM INC
+$75.0K
2,538
+24%
增持
SCHV
SCHWAB STRATEGIC TR
+$74.1K
30,705
+5%
减持
KO
COCA COLA CO
+$72.5K
11,955
-0%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$71.5K
5,715
+453%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$71.4K
1,800
-29%
增持
MELI
MERCADOLIBRE INC
+$71.0K
104
+93%
增持
PG
PROCTER & GAMBLE CO
+$70.5K
11,314
+4%
建仓
SPDW
SPDR INDEX SHS FDS
+$70.3K
1,540
减持
DXPE
DXP ENTERPRISES INC
+$69.0K
6,639
-15%
增持
WM
WASTE MGMT INC DEL
+$68.8K
6,814
+0%
减持
RGLD
ROYAL GOLD INC
+$67.3K
2,281
-1%
减持
SYK
STRYKER CORPORATION
-$66.6K
70
-73%
增持
IWD
ISHARES TR
+$65.8K
558
+120%
增持
T
AT&T INC
+$65.4K
11,715
+6%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$64.7K
671
+819%
减持
XLC
SELECT SECTOR SPDR TR
-$64.7K
368
-59%
减持
FTEC
FIDELITY COVINGTON TRUST
-$64.0K
810
-22%
减持
CMI
CUMMINS INC
-$62.7K
1,298
-13%
减持
ALL
ALLSTATE CORP
-$60.9K
3,241
-8%
增持
RTX
RTX CORPORATION
+$60.4K
3,444
+5%
增持
VOO
VANGUARD INDEX FDS
-$60.3K
2,718
+1%
增持
—
EATON CORP PLC
+$59.2K
861
+10%
清仓
DDWM
WISDOMTREE TR
-$59.0K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$58.9K
276
+144%
减持
CWI
SPDR INDEX SHS FDS
-$57.1K
59,574
-4%
减持
PANW
PALO ALTO NETWORKS INC
-$56.9K
746
-22%
减持
DGRO
ISHARES TR
-$54.8K
2,830
-22%
增持
ET
ENERGY TRANSFER L P
+$53.9K
4,735
+109%
增持
TGT
TARGET CORP
+$53.1K
1,603
+11%
增持
SBUX
STARBUCKS CORP
+$53.1K
1,027
+122%
减持
—
ASML HLDG NV
+$52.3K
221
-1%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$52.0K
0
-100%
增持
EFA
ISHARES TR
+$52.0K
3,597
+16%
减持
KBE
SPDR SERIES TRUST
-$51.9K
22
-97%
增持
IEMG
ISHARES INC
+$51.8K
1,091
+201%
减持
CSCO
CISCO SYS INC
-$51.6K
17,895
-4%
