小隐寺数据中心API 小隐寺主站

HB Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

HB Wealth Management, LLC

报告期 2026-03-31 · CIK 0001911253

持仓数

1,547

前50大市值合计

$11.41B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.66B

8,726,405

23.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.23B

5,763,602

10.8%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$676.2M

14,422,179

5.9%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$638.7M

5,744,706

5.6%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$618.3M

8,063,098

5.4%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$480.9M

9,550,931

4.2%

AAPL APPLE INC

COM

$403.2M

1,588,842

3.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$296.9M

456,556

2.6%

IVW ISHARES TR

S&P 500 GRWT ETF

$253.0M

2,236,643

2.2%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$251.3M

2,767,124

2.2%

HD HOME DEPOT INC

COM

$223.5M

679,680

2.0%

QLTY GMO ETF TRUST

GMO US QUALITY E

$213.6M

5,905,175

1.9%

MSFT MICROSOFT CORP

COM

$200.1M

540,626

1.8%

NVDA NVIDIA CORPORATION

COM

$193.0M

1,106,883

1.7%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$165.5M

6,595,221

1.5%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$156.2M

1,248,350

1.4%

IVV ISHARES TR

CORE S&P500 ETF

$146.6M

224,445

1.3%

ITOT ISHARES TR

CORE S&P TTL STK

$142.8M

1,002,300

1.3%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$141.3M

1,664,927

1.2%

AMZN AMAZON COM INC

COM

$133.0M

638,805

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$130.9M

455,267

1.1%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$130.1M

2,551,982

1.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$117.7M

196,976

1.0%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$110.2M

2,554,536

1.0%

GOOG ALPHABET INC

CAP STK CL C

$99.3M

346,079

0.9%

TROW PRICE T ROWE GROUP INC

COM

$88.3M

980,026

0.8%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$85.5M

1,060,539

0.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$85.4M

178,143

0.7%

AVGO BROADCOM INC

COM

$82.3M

266,035

0.7%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$78.6M

3,067,334

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$76.8M

1,022,660

0.7%

JPM JPMORGAN CHASE & CO

COM

$75.8M

257,834

0.7%

JNJ JOHNSON & JOHNSON

COM

$74.1M

303,233

0.6%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$73.1M

1,987,725

0.6%

ALB ALBEMARLE CORP

COM

$72.5M

403,557

0.6%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$71.2M

1,831,592

0.6%

— EXXON MOBIL CORP

COM

$59.2M

348,977

0.5%

V VISA INC

COM CL A

$58.7M

194,330

0.5%

LLY ELI LILLY & CO

COM

$58.0M

63,028

0.5%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$57.7M

1,278,772

0.5%

META META PLATFORMS INC

CL A

$57.6M

100,664

0.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$56.1M

97,210

0.5%

WMT WALMART INC

COM

$54.4M

437,733

0.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$50.6M

1,737,859

0.4%

IWD ISHARES TR

RUS 1000 VAL ETF

$50.5M

236,311

0.4%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$50.4M

1,643,156

0.4%

KO COCA COLA CO

COM

$47.8M

629,106

0.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$45.2M

106,056

0.4%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$43.8M

228,456

0.4%

TSLA TESLA INC

COM

$43.6M

117,245

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

55%前 6 大占比

VTI23.3%VIG10.8%JCPB5.9%AVUS5.6%VXUS5.4%JPST4.2%