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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 91
减持 50
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$178.3M
7,171,221
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$141.9M
346,340
-88%
增持
HD
HOME DEPOT INC
+$113.6M
676,172
+69%
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
+$97.3M
3,847,028
+7%
增持
VOO
VANGUARD INDEX FDS
+$33.4M
131,796
+114%
增持
IVV
ISHARES TR
+$32.7M
111,965
+131%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$30.1M
7,633,421
+8%
增持
SPYG
SPDR SER TR
+$27.2M
3,911,038
+2%
增持
AAPL
APPLE INC
+$22.8M
924,649
+2%
增持
VXUS
VANGUARD STAR FDS
+$22.6M
5,007,552
+0%
增持
MINT
PIMCO ETF TR
+$20.6M
2,413,018
+10%
增持
MSFT
MICROSOFT CORP
+$19.0M
269,016
+3%
减持
IVW
ISHARES TR
+$16.2M
2,640,236
-1%
增持
IWD
ISHARES TR
+$16.1M
159,651
+136%
减持
SCHB
SCHWAB STRATEGIC TR
+$13.6M
2,344,147
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$10.9M
158,271
+654%
减持
SPY
SPDR S&P 500 ETF TR
+$10.3M
313,067
-3%
减持
ITOT
ISHARES TR
+$8.7M
819,362
-0%
增持
TOTL
SSGA ACTIVE ETF TR
+$7.7M
283,727
+193%
建仓
—
CRH PLC
+$7.0M
101,687
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.9M
1,095,585
+4%
增持
AMZN
AMAZON COM INC
+$6.8M
263,726
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$6.5M
1,136,444
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$6.3M
1,116,405
+9%
增持
EFA
ISHARES TR
+$6.0M
183,068
+61%
增持
BSV
VANGUARD BD INDEX FDS
+$5.8M
202,013
+55%
增持
IWF
ISHARES TR
+$5.7M
59,884
+28%
减持
CIEN
CIENA CORP
-$5.1M
5,453
-95%
增持
—
ACCENTURE PLC IRELAND
+$4.6M
101,981
+0%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
45,141
+10%
增持
AGG
ISHARES TR
+$4.3M
59,098
+247%
减持
QQQ
INVESCO QQQ TR
+$3.8M
76,448
-1%
增持
VUG
VANGUARD INDEX FDS
+$3.5M
64,683
+6%
减持
—
EXXON MOBIL CORP
-$3.3M
155,761
-3%
增持
TXN
TEXAS INSTRS INC
+$3.3M
97,087
+16%
减持
VUSB
VANGUARD BD INDEX FDS
-$3.1M
150,128
-30%
增持
VB
VANGUARD INDEX FDS
+$3.1M
77,734
+9%
减持
SCHG
SCHWAB STRATEGIC TR
+$3.0M
415,946
-4%
增持
VO
VANGUARD INDEX FDS
+$2.9M
102,752
+2%
增持
LLY
ELI LILLY & CO
+$2.7M
37,614
+5%
增持
META
META PLATFORMS INC
+$2.7M
39,642
+5%
减持
JPM
JPMORGAN CHASE & CO
+$2.5M
146,385
-5%
增持
AVGO
BROADCOM INC
+$2.5M
7,024
+8%
增持
TSLA
TESLA INC
+$2.4M
56,280
+22%
增持
V
VISA INC
+$2.3M
76,126
+0%
增持
CVX
CHEVRON CORP NEW
-$2.3M
130,283
+1%
增持
ALB
ALBEMARLE CORP
-$2.3M
220,045
+10%
增持
USB
US BANCORP DEL
+$2.2M
155,979
+13%
减持
INTC
INTEL CORP
+$2.2M
151,804
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
40,347
+6%
增持
RTX
RTX CORPORATION
+$2.1M
133,188
+5%
减持
PFE
PFIZER INC
-$2.1M
163,747
-20%
增持
UNP
UNION PAC CORP
+$2.1M
41,390
+4%
增持
VTV
VANGUARD INDEX FDS
+$1.9M
55,279
+20%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.9M
30,045
+7%
减持
AXP
AMERICAN EXPRESS CO
+$1.8M
53,572
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
105,268
+3%
增持
MGK
VANGUARD WORLD FD
+$1.8M
54,740
+0%
增持
MRK
MERCK & CO INC
+$1.8M
118,357
+10%
减持
CSCO
CISCO SYS INC
-$1.8M
297,546
-5%
增持
GOOG
ALPHABET INC
+$1.8M
125,148
+4%
减持
TGT
TARGET CORP
+$1.7M
63,339
-4%
减持
DGRW
WISDOMTREE TR
+$1.7M
275,494
-1%
增持
—
LAM RESEARCH CORP
+$1.7M
9,749
+3%
增持
DAL
DELTA AIR LINES INC DEL
+$1.7M
89,495
+71%
增持
GOOGL
ALPHABET INC
+$1.7M
149,997
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
512,754
-3%
建仓
EMXC
ISHARES INC
+$1.6M
29,248
增持
VBR
VANGUARD INDEX FDS
+$1.6M
48,687
+9%
增持
KO
COCA COLA CO
+$1.6M
452,880
+1%
减持
BAC
BANK AMERICA CORP
+$1.6M
278,625
-2%
减持
IWV
ISHARES TR
+$1.6M
84,973
-4%
增持
ABT
ABBOTT LABS
+$1.5M
92,182
+4%
增持
DGRO
ISHARES TR
+$1.5M
248,999
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
205,929
+6%
减持
MCD
MCDONALDS CORP
+$1.5M
56,077
-3%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
12,866
+3%
建仓
EVH
EVOLENT HEALTH INC
+$1.4M
43,139
减持
T
AT&T INC
+$1.4M
991,386
-2%
减持
CNC
CENTENE CORP DEL
-$1.4M
7,991
-72%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.4M
75,939
-0%
增持
WM
WASTE MGMT INC DEL
+$1.3M
40,370
+5%
减持
HON
HONEYWELL INTL INC
+$1.3M
82,443
-5%
增持
SHW
SHERWIN WILLIAMS CO
+$1.3M
20,955
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
21,466
+17%
增持
QCOM
QUALCOMM INC
+$1.2M
21,050
+30%
增持
GD
GENERAL DYNAMICS CORP
+$1.2M
29,935
+1%
增持
EFX
EQUIFAX INC
+$1.2M
16,956
+5%
增持
TFC
TRUIST FINL CORP
+$1.2M
95,785
+19%
增持
NFLX
NETFLIX INC
+$1.2M
9,338
+6%
增持
IWN
ISHARES TR
+$1.2M
35,090
+12%
减持
PNC
PNC FINL SVCS GROUP INC
+$1.2M
40,747
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
121,080
+10%
减持
IJR
ISHARES TR
+$1.1M
101,542
-3%
增持
CL
COLGATE PALMOLIVE CO
+$1.1M
67,418
+13%
增持
VGT
VANGUARD WORLD FDS
+$1.1M
13,399
+3%
增持
IWM
ISHARES TR
+$1.0M
35,913
+3%
增持
C
CITIGROUP INC
+$1.0M
32,715
+105%
减持
NKE
NIKE INC
+$957.1K
82,315
-1%
增持
ELV
ELEVANCE HEALTH INC
+$951.1K
11,711
+12%
增持
ADBE
ADOBE INC
+$943.8K
7,681
+8%
增持
NSC
NORFOLK SOUTHN CORP
+$941.6K
13,996
+16%
增持
CAT
CATERPILLAR INC
+$940.7K
35,082
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$933.1K
65,087
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$931.9K
8,657
+20%
减持
IVE
ISHARES TR
+$927.7K
49,589
-1%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$908.3K
117,990
+47%
增持
MGV
VANGUARD WORLD FD
+$906.0K
69,604
+5%
增持
ARCC
ARES CAPITAL CORP
+$905.2K
163,656
+34%
增持
VYM
VANGUARD WHITEHALL FDS
+$899.2K
63,047
+6%
减持
BDX
BECTON DICKINSON & CO
-$875.8K
17,658
-12%
减持
SCHM
SCHWAB STRATEGIC TR
+$828.7K
110,648
-0%
增持
FIS
FIDELITY NATL INFORMATION SV
+$819.4K
36,085
+48%
减持
SDY
SPDR SER TR
-$815.7K
99,618
-14%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$810.2K
359,572
+11%
增持
ABBV
ABBVIE INC
+$792.5K
93,239
+2%
清仓
—
GENPACT LIMITED
-$780.9K
0
-100%
增持
FDM
FIRST TR DOW JONES SELECT MI
+$777.4K
35,000
+40%
减持
MGC
VANGUARD WORLD FD
+$776.3K
50,816
-1%
减持
PEP
PEPSICO INC
-$773.4K
96,196
-5%
减持
FITB
FIFTH THIRD BANCORP
+$745.2K
87,925
-3%
清仓
—
ACTIVISION BLIZZARD INC
-$741.6K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$724.9K
146,071
-2%
增持
JNJ
JOHNSON & JOHNSON
+$722.8K
175,399
+2%
增持
—
BLACKROCK INC
+$719.2K
2,856
+15%
减持
IGM
ISHARES TR
+$715.0K
10,889
-0%
增持
MS
MORGAN STANLEY
+$706.7K
42,499
+7%
减持
IWB
ISHARES TR
+$690.1K
25,657
-0%
减持
VV
VANGUARD INDEX FDS
+$662.9K
30,458
-0%
减持
BA
BOEING CO
+$653.4K
11,592
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$637.8K
65,350
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$633.6K
10,890
+4%
减持
GPN
GLOBAL PMTS INC
-$633.5K
36,001
-20%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DI
-$627.0K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$622.7K
10,751
+2%
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$621.4K
0
-100%
减持
GPC
GENUINE PARTS CO
-$613.0K
88,547
-1%
减持
VBK
VANGUARD INDEX FDS
+$613.0K
22,968
-0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$609.9K
151,997
-8%
增持
BX
BLACKSTONE INC
+$607.1K
22,529
+3%
增持
DVY
ISHARES TR
+$603.5K
57,408
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$597.8K
22,555
-1%
增持
GBDC
GOLUB CAP BDC INC
+$596.8K
141,604
+35%
增持
KLAC
KLA CORP
+$595.6K
2,975
+20%
增持
FISV
FISERV INC
+$577.8K
26,893
+1%
减持
CRM
SALESFORCE INC
+$571.4K
13,763
-9%
增持
HPQ
HP INC
+$562.3K
55,128
+29%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$560.8K
51,027
-19%
建仓
—
SUPER MICRO COMPUTER INC
+$558.0K
1,963
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$553.5K
12,409
