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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 7
增持 121
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$148.6M
2,602,240
+7918%
增持
VTI
VANGUARD INDEX FDS
+$80.0M
6,851,012
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$72.1M
3,520,649
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。
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$34.0M
2,725,160
+30%
增持
HD
HOME DEPOT INC
+$32.7M
359,605
+23%
减持
VXUS
VANGUARD STAR FDS
+$18.1M
4,709,391
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.1M
1,114,283
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$14.7M
320,117
+6%
增持
—
ACCENTURE PLC IRELAND
+$13.8M
97,608
+105%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$11.3M
5,952,925
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$11.1M
364,899
+66%
增持
AAPL
APPLE INC
+$10.2M
827,782
+18%
增持
ITOT
ISHARES TR
+$9.2M
872,146
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.0M
1,004,559
+21%
增持
MSFT
MICROSOFT CORP
+$8.1M
231,868
+14%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$7.8M
1,004,111
-14%
减持
MINT
PIMCO ETF TR
-$7.4M
1,964,656
-3%
增持
KO
COCA COLA CO
+$7.2M
426,442
+20%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.6M
473,083
+34%
增持
IEFA
ISHARES TR
+$6.1M
163,900
+116%
增持
DGRO
ISHARES TR
+$6.0M
332,041
+40%
增持
JPM
JPMORGAN CHASE & CO
+$5.9M
125,733
+20%
增持
IWV
ISHARES TR
+$5.5M
93,343
+28%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.5M
526,114
+2%
增持
PG
PROCTER AND GAMBLE CO
+$5.5M
166,804
+6%
增持
CVX
CHEVRON CORP NEW
+$5.4M
107,695
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
89,858
+6%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.9M
1,031,342
+13%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.7M
316,331
+44%
增持
BAC
BANK AMERICA CORP
+$4.5M
281,145
+77%
增持
T
AT&T INC
+$4.4M
1,024,032
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.4M
1,096,713
+3%
增持
—
EXXON MOBIL CORP
+$4.1M
113,309
+18%
增持
HON
HONEYWELL INTL INC
+$4.1M
75,954
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.0M
74,337
+87%
增持
IVW
ISHARES TR
+$4.0M
2,721,108
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.9M
156,341
+8%
增持
ABBV
ABBVIE INC
+$3.7M
86,723
+13%
增持
IWD
ISHARES TR
+$3.7M
69,567
+37%
增持
V
VISA INC
+$3.4M
64,272
+15%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.4M
38,526
+86%
增持
ORCL
ORACLE CORP
+$3.3M
129,967
+8%
增持
NKE
NIKE INC
+$3.0M
77,409
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.0M
33,894
+14%
增持
HDV
ISHARES TR
+$3.0M
150,053
+8%
增持
MRK
MERCK & CO INC
+$2.9M
93,289
+8%
增持
WMT
WALMART INC
+$2.7M
88,182
+16%
增持
CAT
CATERPILLAR INC
+$2.6M
30,040
+8%
增持
PFE
PFIZER INC
+$2.6M
341,410
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.6M
110,097
+5%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.5M
27
+8%
增持
PEP
PEPSICO INC
+$2.5M
93,339
+6%
增持
IVV
ISHARES TR
+$2.4M
50,641
+7%
增持
MCD
MCDONALDS CORP
+$2.4M
56,183
+4%
清仓
IGIB
ISHARES TR
-$2.3M
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$2.3M
168,821
+37%
增持
TSLA
TESLA INC
-$2.2M
33,517
+40%
增持
EFX
EQUIFAX INC
+$2.2M
16,349
+189%
增持
TRMK
TRUSTMARK CORP
+$2.2M
96,720
+148%
增持
NEU
NEWMARKET CORP
+$2.1M
13,781
+93%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$2.1M
20,753
增持
GPN
GLOBAL PMTS INC
+$2.1M
46,342
+101%
减持
GBDC
GOLUB CAP BDC INC
-$2.1M
86,898
-67%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.9M
64,036
+66%
增持
EFA
ISHARES TR
+$1.9M
113,787
+15%
减持
DGRW
WISDOMTREE TR
+$1.9M
303,543
-0%
增持
KLAC
KLA CORP
+$1.9M
7,120
+170%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
64,178
+2%
增持
AMGN
AMGEN INC
+$1.9M
30,121
+12%
增持
IJH
ISHARES TR
+$1.9M
21,662
+41%
增持
SDY
SPDR SER TR
+$1.8M
129,008
+1%
建仓
—
HESS CORP
+$1.8M
12,888
增持
VV
VANGUARD INDEX FDS
+$1.8M
30,513
+43%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
29,020
+44%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.8M
115,876
-28%
减持
CSCO
CISCO SYS INC
+$1.8M
257,211
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
58,315
+8%
增持
GPC
GENUINE PARTS CO
+$1.7M
58,950
+3%
增持
MCK
MCKESSON CORP
+$1.7M
6,924
+154%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$1.6M
352,319
+50%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$1.6M
0
-100%
增持
—
CHUBB LIMITED
+$1.6M
26,154
+13%
增持
EMR
EMERSON ELEC CO
+$1.5M
52,460
+9%
增持
VGT
VANGUARD WORLD FDS
+$1.5M
13,908
+45%
增持
IWF
ISHARES TR
+$1.5M
49,779
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
171,804
+9%
增持
NEE
NEXTERA ENERGY INC
+$1.4M
122,806
+8%
减持
IGM
ISHARES TR
-$1.4M
4,546
-52%
增持
IWM
ISHARES TR
+$1.3M
28,667
+29%
增持
ABT
ABBOTT LABS
+$1.3M
82,203
+3%
减持
—
MEDTRONIC PLC
-$1.3M
39,750
-27%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
7,157
+38%
减持
VO
VANGUARD INDEX FDS
+$1.3M
107,145
-2%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.3M
19,593
增持
GSBD
GOLDMAN SACHS BDC INC
+$1.3M
222,909
+82%
增持
GOOGL
ALPHABET INC
+$1.3M
102,763
+26%
增持
LLY
LILLY ELI & CO
+$1.3M
16,583
+12%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.3M
25,955
增持
IJR
ISHARES TR
+$1.2M
93,392
+7%
减持
JNK
SPDR SER TR
-$1.2M
10,009
-58%
增持
QCOM
QUALCOMM INC
+$1.2M
24,563
+83%
增持
—
ASTRAZENECA PLC
+$1.2M
24,428
+180%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.2M
21,218
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$1.2M
16,923
增持
SO
SOUTHERN CO
+$1.2M
166,325
+6%
增持
GD
GENERAL DYNAMICS CORP
+$1.1M
27,385
+3%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
11,506
+13%
增持
SBUX
STARBUCKS CORP
+$1.1M
30,395
+34%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
10,412
+2%
增持
ELV
ELEVANCE HEALTH INC
+$1.1M
10,087
+13%
增持
TXN
TEXAS INSTRS INC
+$1.1M
79,761
+2%
增持
SJM
SMUCKER J M CO
+$1.1M
8,621
+284%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.1M
19,375
+9%
减持
VTEB
VANGUARD MUN BD FDS
-$1.0M
8,228
-73%
增持
AVGO
BROADCOM INC
+$1.0M
4,353
+38%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
58,196
+9%
增持
EMB
ISHARES TR
+$1.0M
26,219
+74%
增持
VYM
VANGUARD WHITEHALL FDS
+$986.2K
61,161
+3%
增持
AMZN
AMAZON COM INC
-$985.8K
190,562
+27%
增持
VLO
VALERO ENERGY CORP
+$979.9K
13,841
+91%
减持
TIP
ISHARES TR
-$951.5K
7,943
-54%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$927.8K
68,973
+378%
增持
COP
CONOCOPHILLIPS
+$921.1K
30,001
+17%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$915.1K
40,434
+5%
减持
—
LAM RESEARCH CORP
-$891.7K
4,762
-40%
增持
LOW
LOWES COS INC
+$880.0K
40,378
+6%
建仓
HYD
VANECK ETF TRUST
+$874.6K
17,302
清仓
TSLX
SIXTH STREET SPECIALTY LENDI
-$855.0K
0
-100%
增持
CI
CIGNA CORP NEW
+$841.9K
7,140
+30%
增持
UNP
UNION PAC CORP
+$829.6K
34,967
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$825.3K
76,365
-27%
增持
FIS
FIDELITY NATL INFORMATION SV
+$815.5K
18,062
+233%
增持
SHW
SHERWIN WILLIAMS CO
+$806.1K
16,977
+8%
增持
AFL
AFLAC INC
+$805.7K
34,247
+16%
增持
BA
BOEING CO
+$793.7K
8,629
+23%
增持
WTPI
WISDOMTREE TR
+$780.2K
90,711
+39%
增持
NFLX
NETFLIX INC
+$767.7K
6,683
+31%
减持
AMT
AMERICAN TOWER CORP NEW
-$766.3K
20,036
-14%
增持
GLD
SPDR GOLD TR
+$748.4K
18,170
+20%
增持
DUK
DUKE ENERGY CORP NEW
+$743.8K
53,877
+4%
减持
MGV
VANGUARD WORLD FD
+$743.6K
65,976
-2%
增持
BX
BLACKSTONE INC
+$743.6K
19,836
+128%
增持
VHT
VANGUARD WORLD FDS
+$738.7K
13,149
+17%
减持
DVY
ISHARES TR
+$735.3K
58,916
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$732.9K
5,075
+43%
增持
PM
PHILIP MORRIS INTL INC
+$721.8K
26,704
+12%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$718.5K
113,341
+0%
增持
IXUS
ISHARES TR
+$715.1K
90,983
+2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$708.9K
6,972
-34%
增持
GS
GOLDMAN SACHS GROUP INC
+$698.4K
7,244
+19%
