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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 77
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$126.9M
6,639,069
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$22.0M
3,422,235
+1%
增持
VXUS
VANGUARD STAR FDS
-$18.0M
4,900,053
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。
+4%
减持
SCHE
SCHWAB STRATEGIC TR
-$15.2M
57,661
-91%
增持
DFAU
DIMENSIONAL ETF TRUST
+$13.7M
914,020
+161%
减持
AVUS
AMERICAN CENTY ETF TR
-$12.1M
38,614
-83%
建仓
VUSB
VANGUARD BD INDEX FDS
+$10.8M
219,880
减持
SCHF
SCHWAB STRATEGIC TR
-$8.2M
829,560
-17%
增持
ITOT
ISHARES TR
+$8.1M
813,575
+20%
增持
BSV
VANGUARD BD INDEX FDS
+$7.7M
219,261
+93%
增持
MINT
PIMCO ETF TR
+$7.6M
2,035,733
+4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$7.5M
1,164,134
-11%
增持
SPYG
SPDR SER TR
-$6.5M
3,198,249
+0%
增持
IVW
ISHARES TR
-$5.4M
2,682,925
+1%
减持
SCHB
SCHWAB STRATEGIC TR
-$5.3M
2,099,231
-1%
增持
AAPL
APPLE INC
+$5.2M
704,285
+4%
增持
T
AT&T INC
-$5.1M
940,907
+1%
减持
KO
COCA COLA CO
-$4.9M
355,031
-10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.3M
38,655
+84%
增持
DGRW
WISDOMTREE TR
+$3.8M
304,411
+38%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.7M
516,020
-3%
增持
IJR
ISHARES TR
+$3.3M
87,137
+86%
增持
IWV
ISHARES TR
+$3.0M
73,007
+31%
增持
MSFT
MICROSOFT CORP
-$3.0M
203,787
+4%
增持
ALB
ALBEMARLE CORP
+$2.9M
52,603
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.9M
1,066,329
-1%
增持
VTV
VANGUARD INDEX FDS
+$2.7M
50,715
+89%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.7M
896,017
+21%
增持
—
EXXON MOBIL CORP
+$2.6M
96,263
+41%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.6M
119,605
+133%
增持
DGRO
ISHARES TR
+$2.5M
237,336
+41%
增持
SPY
SPDR S&P 500 ETF TR
-$2.5M
301,626
+3%
建仓
IGIB
ISHARES TR
+$2.3M
47,800
减持
TOTL
SSGA ACTIVE ETF TR
-$2.2M
160,065
-22%
建仓
JNK
SPDR SER TR
+$2.1M
23,759
增持
—
ACCENTURE PLC IRELAND
+$2.0M
47,694
+29%
增持
AMZN
AMAZON COM INC
+$1.9M
150,379
+6%
减持
IVV
ISHARES TR
-$1.9M
47,464
-5%
减持
NVDA
NVIDIA CORPORATION
-$1.9M
20,164
-29%
减持
IEMG
ISHARES INC
-$1.8M
27,802
-54%
减持
XLE
SELECT SECTOR SPDR TR
-$1.7M
3,132
-89%
增持
GBDC
GOLUB CAP BDC INC
+$1.7M
259,950
+121%
减持
INTC
INTEL CORP
-$1.7M
117,614
-6%
减持
QQQ
INVESCO QQQ TR
-$1.6M
71,017
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
20,719
-23%
减持
IGM
ISHARES TR
-$1.5M
9,526
-32%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
59,359
+46%
增持
CSCO
CISCO SYS INC
+$1.5M
261,573
+24%
减持
CMCSA
COMCAST CORP NEW
-$1.5M
123,408
-5%
减持
IVE
ISHARES TR
-$1.5M
44,634
-15%
增持
VB
VANGUARD INDEX FDS
+$1.4M
75,522
+16%
增持
PG
PROCTER AND GAMBLE CO
-$1.4M
157,071
+6%
增持
GSBD
GOLDMAN SACHS BDC INC
+$1.4M
122,591
+431%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
115,614
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
352,176
+12%
增持
VV
VANGUARD INDEX FDS
+$1.4M
21,386
+73%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
5,682,023
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3M
104,199
-15%
减持
SDY
SPDR SER TR
-$1.3M
128,344
-2%
建仓
FLOT
ISHARES TR
+$1.3M
25,047
增持
HDV
ISHARES TR
-$1.3M
138,456
+0%
建仓
FDM
FIRST TR DOW JONES SELECT MI
+$1.3M
25,000
增持
MCD
MCDONALDS CORP
+$1.2M
53,964
+19%
增持
TSLA
TESLA INC
+$1.2M
23,990
+214%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
48,608
+26%
减持
VBR
VANGUARD INDEX FDS
-$1.2M
40,846
-13%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$1.2M
67,443
-16%
建仓
EMB
ISHARES TR
+$1.2M
15,035
增持
VOO
VANGUARD INDEX FDS
+$1.2M
62,953
+12%
减持
IEFA
ISHARES TR
-$1.1M
76,036
-13%
增持
CVX
CHEVRON CORP NEW
+$1.1M
96,950
+10%
增持
ABT
ABBOTT LABS
+$1.1M
79,487
+32%
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
增持
HON
HONEYWELL INTL INC
+$1.1M
73,174
+15%
清仓
—
ADTRAN INC
-$1.1M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$1.1M
7,340
-60%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
104,964
+20%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$1.1M
235,350
+113%
增持
VTEB
VANGUARD MUN BD FDS
+$1.1M
30,215
+279%
增持
WMT
WALMART INC
+$1.0M
75,796
+5%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.0M
17,797
+47%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$988.0K
32,454
+115%
建仓
ADTN
ADTRAN HOLDINGS INC
+$979.0K
50,012
建仓
DLN
WISDOMTREE TR
+$979.0K
17,714
减持
VEA
VANGUARD TAX-MANAGED FDS
-$962.0K
158,051
-4%
建仓
VCR
VANGUARD WORLD FDS
+$955.0K
4,061
增持
XLK
SELECT SECTOR SPDR TR
+$955.0K
28,805
+48%
清仓
SHYG
ISHARES TR
-$947.0K
0
-100%
减持
EFA
ISHARES TR
-$935.0K
99,067
-5%
减持
MGV
VANGUARD WORLD FD
-$925.0K
67,199
-7%
增持
FDX
FEDEX CORP
-$912.0K
19,722
+16%
增持
NKE
NIKE INC
-$875.0K
72,578
+7%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$855.0K
52,314
增持
PFE
PFIZER INC
+$854.0K
341,101
+27%
减持
MA
MASTERCARD INCORPORATED
-$854.0K
10,163
-14%
增持
VBK
VANGUARD INDEX FDS
+$845.0K
19,342
+30%
增持
PEP
PEPSICO INC
+$834.0K
88,076
+8%
减持
SCHA
SCHWAB STRATEGIC TR
-$833.0K
145,890
-10%
减持
BX
BLACKSTONE INC
-$829.0K
8,700
-49%
增持
VHT
VANGUARD WORLD FDS
+$820.0K
11,279
+56%
增持
NEE
NEXTERA ENERGY INC
+$812.0K
113,268
+9%
减持
MGK
VANGUARD WORLD FD
-$803.0K
54,327
-4%
减持
IWB
ISHARES TR
-$802.0K
25,608
-9%
减持
MRK
MERCK & CO INC
-$789.0K
86,038
-4%
减持
CRM
SALESFORCE INC
-$789.0K
5,714
-41%
增持
PNC
PNC FINL SVCS GROUP INC
+$773.0K
29,855
+28%
减持
GPC
GENUINE PARTS CO
+$761.0K
57,032
-2%
增持
GOOG
ALPHABET INC
-$752.0K
87,943
+1989%
增持
LMT
LOCKHEED MARTIN CORP
+$736.0K
10,252
+37%
增持
AGG
ISHARES TR
+$732.0K
23,165
+57%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$720.0K
14,348
+93%
减持
PFF
ISHARES TR
-$678.0K
8,286
-71%
增持
WM
WASTE MGMT INC DEL
+$667.0K
32,528
+9%
清仓
FLRN
SPDR SER TR
-$659.0K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$643.0K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$640.0K
5,918
-68%
减持
META
META PLATFORMS INC
-$612.0K
20,017
-3%
增持
ABBV
ABBVIE INC
+$608.0K
76,992
+21%
增持
USB
US BANCORP DEL
+$606.0K
109,457
+32%
减持
HD
HOME DEPOT INC
-$595.0K
293,204
-1%
减持
SO
SOUTHERN CO
-$586.0K
157,633
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$582.0K
84,461
+5%
增持
LOW
LOWES COS INC
+$580.0K
38,151
+1%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$579.0K
3,544
增持
DIS
DISNEY WALT CO
+$578.0K
51,701
+14%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$575.0K
0
-100%
增持
TGT
TARGET CORP
+$559.0K
62,654
+1%
增持
UNP
UNION PAC CORP
-$554.0K
32,907
+1%
减持
NEAR
ISHARES U S ETF TR
-$546.0K
6,996
-61%
减持
EFAV
ISHARES TR
-$535.0K
34,179
-13%
增持
IXUS
ISHARES TR
-$531.0K
89,384
+0%
建仓
URI
UNITED RENTALS INC
+$528.0K
1,956
减持
BAC
BK OF AMERICA CORP
-$516.0K
158,795
-7%
清仓
BBAX
J P MORGAN EXCHANGE TRADED F
-$505.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$495.0K
53,171
+9%
增持
WFC
WELLS FARGO CO NEW
+$492.0K
45,105
+34%
减持
QCOM
QUALCOMM INC
-$484.0K
13,448
-14%
增持
ICF
ISHARES TR
+$479.0K
18,030
+125%
增持
WTPI
WISDOMTREE TR
+$479.0K
65,191
+42%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$471.0K
25
-4%
增持
TIP
ISHARES TR
+$471.0K
17,131
+47%
增持
JNJ
JOHNSON & JOHNSON
-$455.0K
145,267
+7%
减持
LRGF
ISHARES TR
-$448.0K
211,101
-1%
增持
DVY
ISHARES TR
-$444.0K
59,408
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$436.0K
18,006
-17%
减持
SCHV
SCHWAB STRATEGIC TR
-$431.0K
71,718
-3%
增持
DEO
DIAGEO PLC
+$426.0K
7,251
+57%
减持
OEF
ISHARES TR
-$425.0K
25,182
-4%
减持
PM
PHILIP MORRIS INTL INC
-$424.0K
23,870
-2%
