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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 81
减持 60
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$102.0M
7,115,053
+4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$38.8M
235,566
-77%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$33.8M
6,622,627
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。
+11%
增持
AAPL
APPLE INC
+$32.0M
846,400
+2%
增持
SPYG
SPDR SER TR
+$25.5M
3,503,816
+7%
增持
VXUS
VANGUARD STAR FDS
+$21.2M
4,851,367
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$15.3M
158,789
-56%
增持
MSFT
MICROSOFT CORP
+$14.4M
242,689
+5%
减持
IVW
ISHARES TR
+$14.0M
2,710,896
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$11.3M
2,827,597
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.9M
3,642,859
+3%
减持
PFE
PFIZER INC
-$9.3M
200,069
-41%
增持
SPY
SPDR S&P 500 ETF TR
+$8.8M
320,583
+0%
减持
HD
HOME DEPOT INC
-$8.4M
356,491
-1%
减持
VUSB
VANGUARD BD INDEX FDS
-$6.6M
181,034
-43%
增持
MINT
PIMCO ETF TR
+$6.4M
2,075,406
+6%
减持
SCHB
SCHWAB STRATEGIC TR
-$6.0M
2,426,866
-11%
增持
QQQ
INVESCO QQQ TR
+$5.1M
76,859
+5%
增持
AMZN
AMAZON COM INC
+$4.9M
202,457
+6%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
32,590
+12%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.9M
1,104,583
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$3.8M
461,573
-2%
增持
TSLA
TESLA INC
+$3.7M
37,829
+13%
减持
JNJ
JOHNSON & JOHNSON
-$3.6M
155,006
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.5M
829,378
-17%
增持
META
META PLATFORMS INC
+$3.4M
30,177
+20%
减持
DGRO
ISHARES TR
-$3.2M
267,274
-20%
增持
GOOGL
ALPHABET INC
+$2.8M
114,002
+11%
减持
BAC
BANK AMERICA CORP
-$2.6M
232,927
-17%
增持
—
LAM RESEARCH CORP
+$2.6M
8,610
+81%
建仓
—
LINDE PLC
+$2.5M
6,982
增持
VUG
VANGUARD INDEX FDS
+$2.5M
59,584
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.3M
1,049,786
+2%
增持
—
MEDTRONIC PLC
+$2.3M
66,688
+68%
增持
TGT
TARGET CORP
+$2.2M
67,337
+12%
增持
FDX
FEDEX CORP
+$2.2M
21,752
+36%
清仓
—
LINDE PLC
-$2.2M
0
-100%
减持
ITOT
ISHARES TR
+$2.1M
839,989
-4%
增持
—
ACCENTURE PLC IRELAND
+$2.1M
98,434
+1%
增持
CSCO
CISCO SYS INC
+$2.0M
273,511
+6%
增持
IGM
ISHARES TR
+$2.0M
9,641
+112%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9M
179,207
+40%
增持
CMCSA
COMCAST CORP NEW
+$1.8M
204,307
+21%
减持
KLAC
KLA CORP
-$1.8M
2,183
-69%
增持
MGK
VANGUARD WORLD FD
+$1.8M
54,570
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.8M
34,254
+1%
增持
ORCL
ORACLE CORP
+$1.8M
133,307
+3%
增持
V
VISA INC
+$1.8M
67,044
+4%
减持
EMB
ISHARES TR
-$1.7M
5,432
-79%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.7M
234,366
+23%
增持
TXN
TEXAS INSTRS INC
+$1.7M
80,123
+0%
减持
HDV
ISHARES TR
-$1.7M
137,101
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.7M
1,076,300
-3%
增持
HON
HONEYWELL INTL INC
-$1.6M
76,596
+1%
减持
CGBD
CARLYLE SECURED LENDING INC
-$1.5M
57,721
-64%
减持
GOOG
ALPHABET INC
+$1.4M
98,491
-1%
减持
VOO
VANGUARD INDEX FDS
+$1.4M
63,587
-1%
增持
CVX
CHEVRON CORP NEW
-$1.4M
110,153
+2%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
50,647
+5%
减持
LQD
ISHARES TR
-$1.2M
4,621
-72%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
8,367
减持
ESGU
ISHARES TR
-$1.1M
22,456
-39%
增持
CRM
SALESFORCE INC
+$1.1M
11,013
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
93,287
+4%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.0M
56,645
减持
WTPI
WISDOMTREE TR
-$1.0M
54,959
-39%
增持
VGT
VANGUARD WORLD FDS
+$998.6K
14,115
+1%
减持
TRMK
TRUSTMARK CORP
-$992.1K
96,533
-0%
减持
ABT
ABBOTT LABS
-$955.5K
79,692
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$935.6K
39,179
-3%
减持
SJM
SMUCKER J M CO
-$902.9K
2,943
-66%
减持
DVN
DEVON ENERGY CORP NEW
-$870.0K
15,225
-43%
增持
VBK
VANGUARD INDEX FDS
+$853.0K
20,171
+15%
增持
AVUS
AMERICAN CENTY ETF TR
+$838.9K
73,278
+14%
减持
IWF
ISHARES TR
+$817.9K
46,996
-6%
减持
T
AT&T INC
+$801.5K
1,020,982
-0%
减持
COP
CONOCOPHILLIPS
-$758.9K
28,034
-7%
增持
COST
COSTCO WHSL CORP NEW
+$735.1K
9,908
+8%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$697.2K
16,309
增持
IJR
ISHARES TR
+$687.7K
98,515
+5%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$676.0K
269,091
-24%
增持
—
CHUBB LIMITED
-$670.1K
26,261
+0%
减持
MMM
3M CO
-$669.9K
21,772
-12%
减持
EFA
ISHARES TR
+$665.2K
113,733
-0%
增持
IVE
ISHARES TR
+$660.6K
46,386
+5%
减持
INTC
INTEL CORP
+$633.3K
117,162
-3%
减持
AMN
AMN HEALTHCARE SVCS INC
-$617.7K
18,275
-12%
增持
SCHD
SCHWAB STRATEGIC TR
-$597.1K
535,067
+2%
增持
PNC
PNC FINL SVCS GROUP INC
-$594.9K
35,335
+10%
减持
CI
THE CIGNA GROUP
-$580.2K
6,988
-2%
增持
AVGO
BROADCOM INC
+$578.1K
4,695
+8%
增持
MGC
VANGUARD WORLD FD
+$573.9K
51,239
+0%
增持
NEE
NEXTERA ENERGY INC
-$572.0K
125,773
+2%
减持
GD
GENERAL DYNAMICS CORP
-$558.6K
27,325
-0%
增持
IJH
ISHARES TR
+$556.5K
23,171
+7%
增持
NKE
NIKE INC
+$548.9K
78,331
+1%
增持
PEP
PEPSICO INC
+$541.7K
95,471
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$531.5K
5,811
+15%
增持
VBR
VANGUARD INDEX FDS
+$531.4K
43,038
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$525.6K
15,034
+3%
建仓
IQLT
ISHARES TR
+$517.4K
14,658
增持
ELV
ELEVANCE HEALTH INC
-$506.2K
10,152
+1%
增持
SGOL
ABRDN GOLD ETF TRUST
+$505.1K
52,997
+87%
减持
MCD
MCDONALDS CORP
+$500.8K
54,743
-3%
减持
GSBD
GOLDMAN SACHS BDC INC
-$497.2K
187,628
-16%
增持
BWIN
BRP GROUP INC
+$496.5K
44,428
+76%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$493.2K
58,913
+1%
减持
WMT
WALMART INC
+$490.2K
88,122
-0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$481.4K
6,291
-62%
增持
IWO
ISHARES TR
+$474.2K
13,927
+11%
减持
EMR
EMERSON ELEC CO
-$470.9K
52,426
-0%
增持
WM
WASTE MGMT INC DEL
+$469.3K
35,228
+5%
减持
CVS
CVS HEALTH CORP
-$468.5K
23,889
-1%
增持
NFLX
NETFLIX INC
+$463.6K
7,046
+5%
减持
LLY
LILLY ELI & CO
-$459.2K
16,328
-2%
减持
NSC
NORFOLK SOUTHN CORP
-$451.9K
11,416
-2%
减持
JNK
SPDR SER TR
-$448.5K
4,873
-51%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$448.4K
31,586
-1%
增持
AMGN
AMGEN INC
-$429.7K
30,946
+3%
减持
IEFA
ISHARES TR
+$417.1K
157,365
-4%
减持
DIS
DISNEY WALT CO
+$416.7K
53,034
-6%
增持
IWM
ISHARES TR
+$414.0K
30,339
+6%
增持
DE
DEERE & CO
+$409.2K
4,877
+30%
减持
ALL
ALLSTATE CORP
-$407.4K
13,108
-4%
建仓
AVDE
AMERICAN CENTY ETF TR
+$407.3K
7,142
增持
MS
MORGAN STANLEY
+$399.5K
38,780
+10%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$393.7K
12,021
-62%
增持
GPC
GENUINE PARTS CO
+$392.6K
63,481
+8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$381.6K
28
+4%
增持
BND
VANGUARD BD INDEX FDS
+$379.1K
43,901
+10%
增持
FTNT
FORTINET INC
+$377.3K
10,024
+70%
清仓
CDC
VICTORY PORTFOLIOS II
-$377.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$375.6K
21,155
-26%
增持
PANW
PALO ALTO NETWORKS INC
+$371.6K
5,383
+7%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$370.0K
5,833
-16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$367.4K
63,658
+12%
减持
AJG
GALLAGHER ARTHUR J & CO
-$365.0K
1,498
-57%
减持
VV
VANGUARD INDEX FDS
+$362.0K
30,391
-0%
增持
BA
BOEING CO
+$361.0K
9,437
+9%
建仓
AVIV
AMERICAN CENTY ETF TR
+$359.0K
7,450
减持
MET
METLIFE INC
-$358.5K
6,602
-36%
减持
RF
REGIONS FINANCIAL CORP NEW
-$357.4K
103,804
-2%
增持
MPC
MARATHON PETE CORP
+$352.0K
16,986
+2%
增持
GE
GENERAL ELECTRIC CO
+$340.8K
11,701
+26%
增持
AMAT
APPLIED MATLS INC
+$338.4K
11,029
+6%
减持
OEF
ISHARES TR
+$336.4K
23,833
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$327.0K
114,600
+0%
减持
VNQ
VANGUARD INDEX FDS
-$325.9K
26,449
-14%
增持
EEM
ISHARES TR
+$324.3K
66,153
+10%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$323.3K
2,901
+77%
