小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$11.41B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 7
增持 85
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
-$239.8M
6,989,916
+2%
减持
VXUS
VANGUARD STAR FDS
-$104.6M
4,693,938
-19%
增持
MINT
PIMCO ETF TR
+$74.5M
1,953,491
+64%
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
VIG
VANGUARD SPECIALIZED FUNDS
-$50.8M
3,377,044
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$36.4M
5,716,581
+15%
增持
IVW
ISHARES TR
-$36.3M
2,660,578
+3%
增持
SPYG
SPDR SER TR
-$32.8M
3,189,527
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$24.9M
1,076,092
+151%
减持
—
ETF SER SOLUTIONS
-$18.4M
56,211
-93%
增持
SPY
SPDR S&P 500 ETF TR
-$15.0M
292,149
+5%
减持
VOO
VANGUARD INDEX FDS
-$14.3M
56,199
-31%
减持
VUG
VANGUARD INDEX FDS
-$11.3M
48,816
-37%
增持
IWV
ISHARES TR
+$10.8M
55,604
+1005%
增持
ITOT
ISHARES TR
-$9.2M
675,596
+4%
减持
VTV
VANGUARD INDEX FDS
-$8.4M
26,894
-67%
增持
AAPL
APPLE INC
-$8.1M
674,188
+17%
减持
QQQ
INVESCO QQQ TR
-$7.4M
73,374
-5%
减持
NVDA
NVIDIA CORPORATION
-$6.9M
28,490
-31%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$6.9M
1,304,433
-9%
增持
GPC
GENUINE PARTS CO
+$6.4M
58,311
+452%
减持
IJR
ISHARES TR
-$6.0M
46,840
-51%
减持
VO
VANGUARD INDEX FDS
-$6.0M
104,401
-7%
减持
GBDC
GOLUB CAP BDC INC
-$6.0M
117,577
-76%
增持
SCHB
SCHWAB STRATEGIC TR
-$5.6M
2,114,839
+14%
增持
JNJ
JOHNSON & JOHNSON
+$5.5M
136,252
+29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.3M
80,473
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.3M
1,001,606
-0%
减持
VV
VANGUARD INDEX FDS
-$5.2M
12,387
-65%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.2M
315,350
+1%
增持
TXN
TEXAS INSTRS INC
+$5.2M
76,163
+114%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$5.0M
7,447
-81%
增持
AMZN
AMAZON COM INC
-$4.8M
141,884
+2222%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.6M
128,449
+183%
增持
CVX
CHEVRON CORP NEW
+$4.0M
88,394
+64%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$3.7M
742,237
+5%
减持
VB
VANGUARD INDEX FDS
-$3.5M
65,140
-7%
增持
SCHD
SCHWAB STRATEGIC TR
-$3.4M
530,318
+1%
增持
MCD
MCDONALDS CORP
+$3.2M
45,489
+40%
减持
IWF
ISHARES TR
-$3.2M
43,492
-5%
减持
MGK
VANGUARD WORLD FD
-$3.1M
56,538
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.0M
651,535
-7%
增持
MSFT
MICROSOFT CORP
+$2.9M
196,415
+27%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.8M
162,808
+120%
减持
IGM
ISHARES TR
-$2.8M
14,032
-21%
建仓
WBD
WARNER BROS DISCOVERY INC
+$2.7M
198,335
增持
—
LAM RESEARCH CORP
+$2.6M
6,846
+1272%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.6M
26
+4%
增持
MRK
MERCK & CO INC
+$2.4M
89,931
+28%
增持
ABBV
ABBVIE INC
+$2.4M
63,498
+41%
减持
GOOGL
ALPHABET INC
-$2.3M
3,728
-1%
增持
KO
COCA COLA CO
+$2.3M
393,326
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
40,689
+142%
减持
VOT
VANGUARD INDEX FDS
-$2.2M
17,200
-27%
增持
CSCO
CISCO SYS INC
-$2.2M
210,600
+5%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$2.1M
79,967
-18%
增持
HD
HOME DEPOT INC
-$2.1M
297,160
+6%
清仓
AOK
ISHARES TR
-$2.0M
0
-100%
减持
KLAC
KLA CORP
-$2.0M
2,450
-68%
减持
IEFA
ISHARES TR
-$2.0M
87,562
-15%
减持
BSV
VANGUARD BD INDEX FDS
-$2.0M
113,546
-17%
增持
GIS
GENERAL MLS INC
+$1.9M
28,190
+675%
增持
SO
SOUTHERN CO
+$1.9M
158,532
+22%
减持
VOE
VANGUARD INDEX FDS
-$1.9M
26,589
-25%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.8M
223,807
+35%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.8M
51,295
+733%
减持
MBB
ISHARES TR
-$1.8M
2,181
-89%
增持
ABT
ABBOTT LABS
+$1.7M
60,436
+48%
增持
XLE
SELECT SECTOR SPDR TR
+$1.7M
27,290
+799%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
129,586
-10%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.7M
164,442
-6%
减持
SLRC
SLR INVESTMENT CORP
-$1.6M
17,844
-83%
减持
ARKK
ARK ETF TR
-$1.6M
8,825
-70%
减持
IWB
ISHARES TR
-$1.6M
28,179
-5%
清仓
—
PREFERRED APT CMNTYS INC
-$1.6M
0
-100%
增持
INTC
INTEL CORP
-$1.5M
125,260
+0%
减持
GSBD
GOLDMAN SACHS BDC INC
-$1.5M
23,100
-76%
增持
NKE
NIKE INC
-$1.5M
67,589
+9%
清仓
SUB
ISHARES TR
-$1.5M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.4M
52,614
+45%
增持
LRGF
ISHARES TR
-$1.4M
213,575
+0%
增持
BAC
BK OF AMERICA CORP
-$1.4M
170,647
+6%
减持
VTEB
VANGUARD MUN BD FDS
-$1.3M
7,962
-76%
减持
MUB
ISHARES TR
-$1.3M
3,713
-76%
增持
—
ACCENTURE PLC IRELAND
+$1.3M
36,980
+39%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
47,185
-1%
增持
UNP
UNION PAC CORP
-$1.3M
32,659
+8%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.3M
205,116
+24%
减持
ARCC
ARES CAPITAL CORP
-$1.3M
70,982
-41%
清仓
—
HESS CORP
-$1.2M
0
-100%
减持
EFA
ISHARES TR
-$1.2M
103,766
-1%
增持
META
META PLATFORMS INC
-$1.2M
20,637
+2%
增持
TGT
TARGET CORP
+$1.2M
61,872
+73%
减持
IXUS
ISHARES TR
-$1.2M
89,119
-5%
减持
IWM
ISHARES TR
-$1.1M
23,342
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
122,585
-9%
增持
PFE
PFIZER INC
+$1.1M
268,421
+7%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$1.0M
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.0M
8,235
-9%
减持
EFAV
ISHARES TR
-$973.0K
39,233
-18%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$961.0K
3,293
-77%
增持
CL
COLGATE PALMOLIVE CO
+$956.0K
50,359
+24%
减持
OEF
ISHARES TR
-$951.0K
26,192
-0%
增持
DGRO
ISHARES TR
-$951.0K
168,204
+0%
建仓
SHYG
ISHARES TR
+$947.0K
23,359
增持
ITW
ILLINOIS TOOL WKS INC
+$938.0K
12,133
+100%
增持
PG
PROCTER AND GAMBLE CO
+$938.0K
147,738
+11%
增持
TRV
TRAVELERS COMPANIES INC
+$932.0K
9,598
+154%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$915.0K
110,431
-28%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$913.0K
48,314
+6%
减持
IJK
ISHARES TR
-$909.0K
59,197
-2%
增持
GOOG
ALPHABET INC
-$899.0K
4,210
+16%
增持
IWD
ISHARES TR
-$893.0K
49,152
+2%
增持
PM
PHILIP MORRIS INTL INC
+$893.0K
24,358
+51%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$888.0K
15,086
增持
HDV
ISHARES TR
-$881.0K
138,350
+0%
减持
DVY
ISHARES TR
-$878.0K
57,909
-4%
增持
PEP
PEPSICO INC
+$851.0K
81,273
+7%
增持
LOW
LOWES COS INC
+$845.0K
37,702
+33%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$841.0K
89,147
+14%
增持
NFLX
NETFLIX INC
-$840.0K
4,567
+4%
减持
MGV
VANGUARD WORLD FD
-$822.0K
72,439
-0%
增持
AMGN
AMGEN INC
+$819.0K
25,036
+15%
增持
LMT
LOCKHEED MARTIN CORP
+$808.0K
7,499
+37%
增持
T
AT&T INC
+$780.0K
932,016
+17%
建仓
PKG
PACKAGING CORP AMER
+$776.0K
5,642
增持
MAA
MID-AMER APT CMNTYS INC
-$772.0K
22,312
+0%
减持
CNC
CENTENE CORP DEL
-$764.0K
18,322
-33%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$759.0K
34,691
+1%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$755.0K
5,095
增持
ORCL
ORACLE CORP
-$750.0K
108,449
+8%
增持
QCOM
QUALCOMM INC
+$741.0K
15,680
+90%
增持
UNH
UNITEDHEALTH GROUP INC
+$736.0K
28,872
+4%
清仓
TFI
SPDR SER TR
-$727.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$727.0K
15,423
+3%
减持
DAL
DELTA AIR LINES INC DEL
-$715.0K
63,966
-1%
增持
TSLA
TESLA INC
-$699.0K
7,639
+41%
增持
CAT
CATERPILLAR INC
-$698.0K
25,085
+8%
增持
HPQ
HP INC
+$685.0K
32,879
+204%
增持
PNC
PNC FINL SVCS GROUP INC
+$680.0K
23,378
+43%
增持
DGRW
WISDOMTREE TR
-$671.0K
220,235
+5%
增持
SDY
SPDR SER TR
-$666.0K
131,264
+4%
增持
SCHV
SCHWAB STRATEGIC TR
-$663.0K
74,128
+0%
建仓
FLRN
SPDR SER TR
+$659.0K
21,879
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$655.0K
109,271
-1%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$643.0K
52,116
增持
PFF
ISHARES TR
+$631.0K
28,584
+237%
增持
SQ
BLOCK INC
-$631.0K
9,206
+4%
增持
CVS
CVS HEALTH CORP
+$624.0K
20,629
+62%
增持
APD
AIR PRODS & CHEMS INC
+$615.0K
3,458
+297%
增持
JPM
JPMORGAN CHASE & CO
+$610.0K
87,819
+29%
