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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 94
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
-$37.4M
7,149,115
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$20.8M
3,592,853
+1%
增持
MINT
PIMCO ETF TR
+$17.4M
2,198,530
+8%
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。
减持
LLY
ELI LILLY & CO
-$10.5M
35,711
-44%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$10.3M
2,813,295
-6%
增持
ALB
ALBEMARLE CORP
-$9.3M
200,375
+3%
增持
VXUS
VANGUARD STAR FDS
-$8.9M
4,999,006
+1%
增持
AAPL
APPLE INC
-$8.5M
906,664
+7%
减持
IVW
ISHARES TR
-$7.2M
2,661,722
-1%
增持
—
EXXON MOBIL CORP
+$6.7M
160,807
+41%
减持
SCHB
SCHWAB STRATEGIC TR
-$6.6M
2,344,912
-2%
增持
AMZN
AMAZON COM INC
+$5.7M
261,722
+24%
增持
CIEN
CIENA CORP
+$5.1M
113,511
+2036%
减持
ITOT
ISHARES TR
-$4.9M
822,734
-2%
增持
GOOGL
ALPHABET INC
+$4.8M
147,445
+22%
增持
SPYG
SPDR SER TR
+$4.7M
3,826,394
+5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.6M
1,052,499
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$4.0M
324,104
+1%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
41,009
+23%
增持
GOOG
ALPHABET INC
+$3.1M
120,487
+14%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.9M
7,039,996
+1%
增持
AMGN
AMGEN INC
+$2.8M
37,755
+15%
增持
RTX
RTX CORPORATION
-$2.6M
126,594
+6%
减持
VOO
VANGUARD INDEX FDS
-$2.6M
61,465
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.3M
764,086
-4%
增持
HD
HOME DEPOT INC
-$2.3M
399,464
+1%
减持
NEE
NEXTERA ENERGY INC
-$2.3M
132,355
-1%
增持
META
META PLATFORMS INC
+$2.3M
37,744
+20%
增持
VUSB
VANGUARD BD INDEX FDS
+$2.3M
214,413
+28%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.3M
6,324
-70%
增持
NEU
NEWMARKET CORP
+$2.3M
22,341
+14%
减持
IEFA
ISHARES TR
-$2.2M
108,106
-21%
增持
GPC
GENUINE PARTS CO
+$2.2M
89,187
+42%
增持
CVX
CHEVRON CORP NEW
+$2.2M
129,049
+4%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
154,201
+11%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.1M
1,139,014
-0%
减持
SO
SOUTHERN CO
-$2.1M
163,430
-9%
增持
FITB
FIFTH THIRD BANCORP
+$1.9M
90,303
+518%
减持
VO
VANGUARD INDEX FDS
-$1.9M
100,992
-3%
增持
ABBV
ABBVIE INC
+$1.9M
91,620
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
102,023
+3%
减持
SDY
SPDR SER TR
-$1.8M
115,338
-6%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.8M
433,704
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
37,953
+5%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
12,501
+26%
增持
TSLA
TESLA INC
+$1.7M
46,315
+22%
增持
MCD
MCDONALDS CORP
-$1.6M
57,580
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
69,222
+13%
增持
KO
COCA COLA CO
-$1.5M
448,283
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.4M
1,028,690
-1%
减持
TGT
TARGET CORP
-$1.4M
66,151
-0%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$1.4M
0
-100%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
+$1.4M
13,263
+173%
增持
CAT
CATERPILLAR INC
+$1.4M
34,550
+6%
增持
ORCL
ORACLE CORP
-$1.4M
140,322
+3%
增持
JNJ
JOHNSON & JOHNSON
-$1.3M
171,874
+1%
增持
HON
HONEYWELL INTL INC
-$1.3M
86,441
+4%
增持
CSCO
CISCO SYS INC
+$1.3M
312,800
+4%
减持
DGRW
WISDOMTREE TR
-$1.3M
278,086
-2%
增持
TXN
TEXAS INSTRS INC
-$1.2M
83,440
+4%
减持
IJR
ISHARES TR
-$1.2M
104,539
-6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
41,342
+3%
增持
PEP
PEPSICO INC
-$1.1M
100,988
+2%
增持
CMCSA
COMCAST CORP NEW
+$1.1M
233,119
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
528,734
-0%
增持
WMT
WALMART INC
+$1.1M
96,135
+6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.1M
164,962
-11%
增持
OKE
ONEOK INC NEW
+$1.1M
25,347
+193%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
194,002
+20%
增持
AXP
AMERICAN EXPRESS CO
-$992.5K
54,984
+4%
减持
BAC
BANK AMERICA CORP
-$962.8K
284,960
-7%
增持
CNC
CENTENE CORP DEL
+$911.0K
28,989
+80%
增持
AVGO
BROADCOM INC
+$908.5K
6,490
+26%
增持
MA
MASTERCARD INCORPORATED
+$907.4K
14,295
+18%
减持
AVUS
AMERICAN CENTY ETF TR
-$902.6K
62,888
-14%
增持
COP
CONOCOPHILLIPS
+$888.1K
35,848
+9%
减持
IWV
ISHARES TR
-$878.1K
88,545
-0%
增持
INTC
INTEL CORP
+$862.5K
153,857
+12%
增持
AZO
AUTOZONE INC
+$862.4K
1,330
+32%
减持
HDV
ISHARES TR
-$853.0K
130,397
-4%
减持
EFX
EQUIFAX INC
-$847.0K
16,147
-0%
减持
VTV
VANGUARD INDEX FDS
-$834.0K
46,102
-9%
减持
PFE
PFIZER INC
-$783.4K
205,181
-1%
减持
VB
VANGUARD INDEX FDS
-$766.9K
71,552
-0%
增持
DHR
DANAHER CORPORATION
+$757.0K
10,491
+36%
减持
SCHO
SCHWAB STRATEGIC TR
-$746.6K
6,964
-69%
增持
MPC
MARATHON PETE CORP
+$736.5K
18,112
+5%
减持
GPN
GLOBAL PMTS INC
+$729.6K
45,114
-1%
增持
ARCC
ARES CAPITAL CORP
+$726.0K
121,874
+39%
增持
—
ACCENTURE PLC IRELAND
+$722.3K
101,502
+3%
增持
ADBE
ADOBE INC
+$710.1K
7,136
+19%
增持
GSBD
GOLDMAN SACHS BDC INC
+$695.1K
252,648
+17%
减持
C
CITIGROUP INC
-$688.5K
15,956
-45%
增持
—
CHUBB LIMITED
+$671.3K
28,879
+4%
增持
NKE
NIKE INC
-$663.3K
83,454
+7%
减持
DGRO
ISHARES TR
-$656.9K
240,523
-1%
增持
V
VISA INC
+$647.1K
75,964
+7%
增持
T
AT&T INC
-$646.0K
1,012,894
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$642.7K
10,520
-2%
清仓
—
LIBERTY MEDIA CORP DEL
-$639.4K
0
-100%
增持
MRK
MERCK & CO INC
-$636.6K
107,914
+6%
增持
TJX
TJX COS INC NEW
+$633.8K
27,435
+29%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$625.1K
39,070
增持
INTU
INTUIT
+$604.9K
4,153
+25%
减持
LRGF
ISHARES TR
-$600.7K
192,264
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$594.0K
41,199
+5%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$566.6K
324,698
+11%
增持
QQQ
INVESCO QQQ TR
-$528.3K
76,898
+1%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$527.8K
8,472
增持
RNST
RENASANT CORP
+$526.6K
27,957
+255%
增持
EMR
EMERSON ELEC CO
+$526.4K
56,622
+4%
增持
FDX
FEDEX CORP
+$511.9K
23,084
+2%
增持
LOW
LOWES COS INC
-$503.4K
44,648
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$496.7K
111,517
-1%
减持
WTPI
WISDOMTREE TR
-$494.1K
18,429
-44%
增持
DUK
DUKE ENERGY CORP NEW
+$486.8K
66,661
+11%
增持
PSX
PHILLIPS 66
+$484.7K
17,683
+3%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$483.0K
80,252
+30%
增持
CRM
SALESFORCE INC
+$477.7K
15,042
+24%
增持
DAL
DELTA AIR LINES INC DEL
-$474.2K
52,302
+3%
增持
SRE
SEMPRA
+$473.8K
12,567
+380%
减持
DG
DOLLAR GEN CORP NEW
-$471.8K
4,484
-20%
增持
AMT
AMERICAN TOWER CORP NEW
-$465.1K
28,010
+7%
建仓
—
ARCH CAP GROUP LTD
+$456.4K
5,726
增持
—
MEDTRONIC PLC
-$455.8K
71,036
+4%
增持
AFL
AFLAC INC
+$454.7K
58,366
+1%
增持
MGK
VANGUARD WORLD FD
-$453.4K
54,658
+0%
减持
AMN
AMN HEALTHCARE SVCS INC
-$445.3K
18,321
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$436.9K
435
+30%
清仓
ISTB
ISHARES TR
-$435.7K
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$434.6K
12,951
-1%
增持
EOG
EOG RES INC
+$424.8K
9,019
+44%
减持
IWD
ISHARES TR
-$422.6K
67,709
-0%
建仓
KVUE
KENVUE INC
+$420.7K
20,952
增持
MAA
MID-AMER APT CMNTYS INC
-$419.3K
23,432
+4%
增持
VLO
VALERO ENERGY CORP
+$412.9K
12,495
+8%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$409.0K
17,541
-15%
增持
UNP
UNION PAC CORP
+$405.2K
39,710
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$404.7K
8,685
+16%
增持
CI
THE CIGNA GROUP
+$404.3K
7,277
+22%
增持
ABT
ABBOTT LABS
-$400.7K
88,919
+8%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$400.1K
3,626
+48%
增持
USB
US BANCORP DEL
+$395.1K
138,525
+9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$393.9K
32,065
-3%
建仓
UNM
UNUM GROUP
+$391.9K
7,967
减持
JNK
SPDR SER TR
-$379.3K
3,795
-52%
减持
DFUS
DIMENSIONAL ETF TRUST
-$377.8K
110,493
-4%
减持
IWO
ISHARES TR
-$377.1K
16,399
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$367.3K
63,470
-10%
增持
SCHM
SCHWAB STRATEGIC TR
-$362.7K
110,895
+0%
