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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
$11.41B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 24
增持 105
减持 15
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$72.4M
6,844,356
+11%
减持
VXUS
VANGUARD STAR FDS
-$27.3M
5,805,283
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$23.4M
1,002,264
+191%
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
VO
VANGUARD INDEX FDS
+$21.3M
111,699
+443%
增持
QQQ
INVESCO QQQ TR
+$21.2M
77,268
+354%
增持
SCHD
SCHWAB STRATEGIC TR
+$20.8M
524,061
+107%
建仓
—
ETF SER SOLUTIONS
+$19.5M
793,288
减持
MINT
PIMCO ETF TR
-$19.2M
1,188,842
-13%
增持
IVW
ISHARES TR
-$18.1M
2,577,857
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$17.7M
704,287
+995%
增持
AAPL
APPLE INC
+$13.6M
574,373
+18%
建仓
AVUS
AMERICAN CENTY ETF TR
+$12.7M
165,301
增持
HD
HOME DEPOT INC
+$12.3M
279,353
+62%
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$11.6M
1,440,277
-13%
建仓
ALB
ALBEMARLE CORP
+$11.6M
52,334
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.5M
3,301,025
+8%
减持
BSV
VANGUARD BD INDEX FDS
-$10.1M
137,340
-46%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.4M
313,746
+266%
增持
MSFT
MICROSOFT CORP
+$9.3M
154,147
+36%
增持
SDY
SPDR SER TR
+$9.2M
126,811
+132%
减持
BND
VANGUARD BD INDEX FDS
-$9.0M
42,853
-71%
增持
VUG
VANGUARD INDEX FDS
+$8.6M
77,131
+82%
增持
VTV
VANGUARD INDEX FDS
+$7.8M
81,053
+187%
增持
KO
COCA COLA CO
+$7.7M
362,184
+45%
减持
—
ACCENTURE PLC IRELAND
-$6.9M
26,517
-31%
增持
CVX
CHEVRON CORP NEW
+$6.1M
53,983
+138%
增持
IEFA
ISHARES TR
+$6.0M
102,707
+579%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
77,301
+5%
增持
JNJ
JOHNSON & JOHNSON
+$5.0M
105,674
+31%
增持
VV
VANGUARD INDEX FDS
+$4.6M
35,329
+177%
增持
IJR
ISHARES TR
+$4.5M
95,799
+89%
增持
AMZN
AMAZON COM INC
+$4.3M
6,111
+30%
增持
SPYG
SPDR SER TR
+$4.0M
3,014,584
+12%
增持
GOOGL
ALPHABET INC
+$4.0M
3,765
+67%
增持
ITOT
ISHARES TR
-$3.8M
652,181
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.7M
134,008
+166%
增持
PEP
PEPSICO INC
+$3.6M
75,837
+45%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
81,497
+17%
增持
VBR
VANGUARD INDEX FDS
+$3.2M
47,659
+66%
增持
TGT
TARGET CORP
+$3.1M
35,717
+86%
增持
V
VISA INC
+$2.9M
46,381
+36%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$2.9M
47,261
增持
NVDA
NVIDIA CORPORATION
+$2.9M
41,291
+45%
增持
NKE
NIKE INC
+$2.9M
62,189
+89%
清仓
TLT
ISHARES TR
-$2.8M
0
-100%
建仓
IWR
ISHARES TR
+$2.8M
35,798
增持
EFAV
ISHARES TR
+$2.8M
47,917
+429%
增持
SO
SOUTHERN CO
+$2.7M
130,164
+32%
增持
ORCL
ORACLE CORP
+$2.6M
100,656
+53%
增持
GD
GENERAL DYNAMICS CORP
+$2.6M
23,793
+56%
增持
AMGN
AMGEN INC
+$2.5M
21,802
+78%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$2.5M
0
-100%
增持
IWB
ISHARES TR
+$2.5M
29,725
+59%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.4M
20,211
+129%
清仓
NTSX
WISDOMTREE TR
-$2.4M
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.4M
707,768
+1%
建仓
CGBD
TCG BDC INC
+$2.3M
162,224
增持
JPM
JPMORGAN CHASE & CO
+$2.3M
68,064
+55%
建仓
NEU
NEWMARKET CORP
+$2.3M
7,151
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.2M
300,459
+37%
建仓
QQQE
DIREXION SHS ETF TR
+$2.2M
28,144
增持
ACWI
ISHARES TR
+$2.2M
23,686
+1134%
增持
—
EXXON MOBIL CORP
+$2.1M
64,987
+23%
增持
GOOG
ALPHABET INC
+$2.1M
3,619
+31%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.1M
23,363
+74%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
27,637
+16%
建仓
IJT
ISHARES TR
+$2.1M
16,630
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.1M
78,000
+19%
建仓
AOK
ISHARES TR
+$2.0M
54,269
增持
MRK
MERCK & CO INC
+$2.0M
70,260
+43%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$2.0M
30,473
+177%
建仓
MBB
ISHARES TR
+$2.0M
19,304
增持
GBDC
GOLUB CAP BDC INC
+$1.9M
491,607
+37%
增持
CSCO
CISCO SYS INC
+$1.9M
200,057
+37%
增持
ABBV
ABBVIE INC
+$1.9M
45,145
+13%
增持
IWM
ISHARES TR
+$1.9M
24,502
+73%
增持
WMT
WALMART INC
+$1.8M
60,832
+22%
增持
IJK
ISHARES TR
+$1.8M
60,590
+81%
建仓
IJJ
ISHARES TR
+$1.8M
16,572
增持
VOE
VANGUARD INDEX FDS
+$1.8M
35,478
+51%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$1.8M
97,387
-15%
建仓
VTEB
VANGUARD MUN BD FDS
+$1.7M
33,865
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.7M
4,971,667
+1%
增持
ARKK
ARK ETF TR
+$1.7M
29,559
+1104%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.7M
29,080
增持
HDV
ISHARES TR
+$1.7M
138,239
+7%
增持
VB
VANGUARD INDEX FDS
+$1.7M
70,403
+20%
增持
BAC
BK OF AMERICA CORP
+$1.7M
161,648
+44%
建仓
DSI
ISHARES TR
+$1.7M
19,200
增持
TSLA
TESLA INC
+$1.7M
5,422
+37%
增持
UNP
UNION PAC CORP
+$1.6M
30,270
+15%
建仓
SHEL
SHELL PLC
+$1.6M
29,455
增持
IAU
ISHARES GOLD TR
+$1.6M
74,391
+125%
增持
—
MEDTRONIC PLC
+$1.6M
43,167
+39%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.5M
1,854,639
+115%
增持
CAT
CATERPILLAR INC
+$1.5M
23,258
+32%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
45,437
+39%
增持
TFC
TRUIST FINL CORP
+$1.5M
53,551
+106%
减持
VGT
VANGUARD WORLD FDS
-$1.5M
5,162
-35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
124,018
+33%
减持
MCO
MOODYS CORP
-$1.5M
892
-80%
建仓
SUB
ISHARES TR
+$1.5M
13,879
增持
FDX
FEDEX CORP
+$1.4M
15,914
+84%
增持
USMV
ISHARES TR
+$1.4M
26,511
+235%
增持
NSC
NORFOLK SOUTHN CORP
+$1.4M
10,213
+103%
增持
MUB
ISHARES TR
+$1.4M
15,736
+475%
增持
NOBL
PROSHARES TR
+$1.4M
16,975
+630%
减持
IXUS
ISHARES TR
-$1.4M
93,642
-13%
增持
LOW
LOWES COS INC
+$1.3M
28,390
+66%
清仓
—
ATLANTIC CAP BANCSHARES INC
-$1.3M
0
-100%
增持
AFL
AFLAC INC
+$1.3M
28,360
+214%
增持
ABT
ABBOTT LABS
+$1.3M
40,920
+61%
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$1.3M
21,678
建仓
—
HESS CORP
+$1.2M
11,559
增持
IEMG
ISHARES INC
+$1.2M
48,873
+98%
建仓
—
SOUTHSTATE CORPORATION
+$1.2M
14,874
清仓
VCR
VANGUARD WORLD FDS
-$1.2M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
28,982
+13%
增持
MCD
MCDONALDS CORP
+$1.2M
32,570
+27%
增持
TXN
TEXAS INSTRS INC
+$1.2M
35,629
+25%
增持
EMR
EMERSON ELEC CO
+$1.2M
38,693
+36%
清仓
—
ROYAL DUTCH SHELL PLC
-$1.1M
0
-100%
增持
HSIC
HENRY SCHEIN INC
+$1.1M
15,512
+435%
减持
BWA
BORGWARNER INC
-$1.1M
11,535
-67%
建仓
—
CARLOTZ INC
+$1.1M
805,056
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
23,010
+91%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
9,013
+39%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.0M
13,215
增持
BX
BLACKSTONE INC
+$1.0M
15,550
+112%
增持
VOT
VANGUARD INDEX FDS
+$1.0M
23,441
+42%
增持
IVE
ISHARES TR
+$976.0K
47,497
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$965.0K
277,261
+6%
增持
—
ADTRAN INC
+$952.0K
63,870
+544%
增持
NUE
NUCOR CORP
+$951.0K
8,893
+173%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$896.0K
14,232
+301%
增持
IYR
ISHARES TR
+$892.0K
14,193
+156%
减持
—
GENPACT LIMITED
-$890.0K
29,980
-27%
增持
META
META PLATFORMS INC
-$887.0K
20,210
+26%
增持
INTC
INTEL CORP
+$861.0K
124,749
+21%
增持
LLY
LILLY ELI & CO
+$856.0K
14,923
+21%
减持
ARCC
ARES CAPITAL CORP
-$849.0K
120,865
-24%
增持
IWF
ISHARES TR
-$819.0K
45,680
+3%
减持
LQD
ISHARES TR
-$817.0K
5,879
-49%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$805.0K
8,399
-63%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$777.0K
36,219
+21%
增持
—
CHUBB LIMITED
+$766.0K
20,457
+10%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$764.0K
22,454
建仓
TFI
SPDR SER TR
+$727.0K
15,188
增持
BDX
BECTON DICKINSON & CO
+$723.0K
13,246
+19%
增持
PG
PROCTER AND GAMBLE CO
+$723.0K
132,885
+11%
