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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 107
减持 32
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$222.8M
7,465,716
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$158.8M
4,459,230
+16%
增持
TSLA
TESLA INC
+$55.4M
394,915
+602%
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
SPYG
SPDR SER TR
+$47.4M
4,149,394
+6%
增持
MINT
PIMCO ETF TR
+$28.1M
2,674,069
+11%
增持
HD
HOME DEPOT INC
+$25.5M
677,256
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$24.0M
8,076,454
+6%
增持
NVDA
NVIDIA CORPORATION
+$22.0M
49,106
+9%
减持
IVW
ISHARES TR
+$20.3M
2,589,003
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$18.2M
319,248
+2%
增持
VXUS
VANGUARD STAR FDS
+$17.9M
5,113,471
+2%
增持
MSFT
MICROSOFT CORP
+$15.2M
276,627
+3%
增持
AMZN
AMAZON COM INC
+$12.3M
290,423
+10%
增持
VOO
VANGUARD INDEX FDS
+$10.5M
141,548
+7%
建仓
—
SCHWAB CHARLES FAMILY FD
+$9.9M
9,910,000
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.4M
111,601
+6%
建仓
CALF
PACER FDS TR
+$8.7M
176,434
增持
ITOT
ISHARES TR
+$8.7M
822,826
+0%
增持
LLY
ELI LILLY & CO
+$8.2M
38,715
+3%
减持
SCHB
SCHWAB STRATEGIC TR
+$8.1M
2,271,096
-3%
增持
COWZ
PACER FDS TR
+$8.1M
150,796
+1126%
增持
GLD
SPDR GOLD TR
+$7.7M
56,342
+179%
增持
GOOGL
ALPHABET INC
+$7.5M
188,506
+26%
增持
NEU
NEWMARKET CORP
+$7.5M
31,008
+39%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$7.0M
202,296
-42%
增持
IVV
ISHARES TR
+$6.9M
114,816
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$6.7M
1,199,553
+7%
减持
BSV
VANGUARD BD INDEX FDS
-$6.2M
122,010
-40%
增持
META
META PLATFORMS INC
+$5.9M
41,149
+4%
增持
JPM
JPMORGAN CHASE & CO
+$5.3M
150,867
+3%
增持
APD
AIR PRODS & CHEMS INC
+$5.3M
29,356
+347%
增持
MGK
VANGUARD WORLD FD
+$4.6M
65,478
+20%
增持
PG
PROCTER AND GAMBLE CO
+$4.3M
194,357
+5%
增持
TGT
TARGET CORP
+$4.1M
74,260
+17%
增持
MRK
MERCK & CO INC
+$3.9M
127,269
+8%
减持
TOTL
SSGA ACTIVE ETF TR
-$3.8M
189,807
-33%
增持
COST
COSTCO WHSL CORP NEW
+$3.8M
16,719
+30%
增持
ORCL
ORACLE CORP
+$3.7M
148,296
+5%
增持
NUE
NUCOR CORP
+$3.5M
27,624
+149%
建仓
TLT
ISHARES TR
+$3.5M
37,089
减持
SCHG
SCHWAB STRATEGIC TR
+$3.5M
409,587
-2%
增持
IGM
ISHARES TR
+$3.3M
94,801
+771%
增持
CAT
CATERPILLAR INC
+$3.2M
37,139
+6%
增持
JNJ
JOHNSON & JOHNSON
+$3.1M
193,571
+10%
增持
WMT
WALMART INC
+$3.1M
305,853
+214%
清仓
MAA
MID-AMER APT CMNTYS INC
-$3.0M
0
-100%
增持
V
VISA INC
+$2.9M
81,398
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.9M
116,911
-43%
增持
AXP
AMERICAN EXPRESS CO
+$2.6M
55,491
+4%
增持
GOOG
ALPHABET INC
+$2.6M
132,871
+6%
减持
IJR
ISHARES TR
-$2.5M
77,104
-24%
增持
AVGO
BROADCOM INC
+$2.4M
7,719
+10%
增持
IWV
ISHARES TR
+$2.4M
85,347
+0%
增持
PCAR
PACCAR INC
+$2.3M
23,239
+301%
增持
—
CRH PLC
+$2.3M
107,746
+6%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
1,069,030
-6%
增持
IWF
ISHARES TR
+$2.2M
60,337
+1%
增持
RTX
RTX CORPORATION
+$2.2M
137,031
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.1M
66,751
+3%
减持
NKE
NIKE INC
-$2.0M
73,455
-11%
增持
CRM
SALESFORCE INC
+$2.0M
18,674
+36%
减持
—
EXXON MOBIL CORP
+$2.0M
150,759
-3%
增持
AAPL
APPLE INC
+$1.9M
1,049,496
+14%
减持
QQQ
INVESCO QQQ TR
+$1.9M
74,881
-2%
减持
EMR
EMERSON ELEC CO
-$1.9M
31,449
-44%
增持
NFLX
NETFLIX INC
+$1.8M
10,492
+12%
增持
MDLZ
MONDELEZ INTL INC
+$1.8M
61,520
+78%
建仓
URNM
SPROTT FDS TR
+$1.8M
36,181
减持
IWD
ISHARES TR
+$1.7M
156,942
-2%
增持
KO
COCA COLA CO
+$1.7M
464,319
+3%
建仓
GDX
VANECK ETF TRUST
+$1.6M
51,910
减持
ABBV
ABBVIE INC
+$1.6M
88,249
-5%
增持
MGC
VANGUARD WORLD FD
+$1.6M
54,542
+7%
建仓
U
UNITY SOFTWARE INC
+$1.6M
58,092
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.5M
159,993
+1%
增持
CVX
CHEVRON CORP NEW
+$1.5M
132,718
+2%
减持
VUG
VANGUARD INDEX FDS
+$1.5M
62,760
-3%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
15,337
+11%
增持
LOW
LOWES COS INC
+$1.4M
44,195
+0%
减持
DIS
DISNEY WALT CO
+$1.4M
47,080
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
25,484
+19%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
501,549
-2%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$1.4M
16,857
增持
WM
WASTE MGMT INC DEL
+$1.4M
40,408
+0%
增持
IJH
ISHARES TR
+$1.4M
115,958
+465%
增持
AZO
AUTOZONE INC
+$1.3M
1,532
+13%
增持
ALB
ALBEMARLE CORP
+$1.3M
251,338
+14%
增持
BAC
BANK AMERICA CORP
+$1.2M
278,770
+0%
增持
MPC
MARATHON PETE CORP
+$1.2M
20,389
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
42,421
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
9,912
+14%
增持
HDV
ISHARES TR
+$1.1M
128,653
+1%
减持
AGG
ISHARES TR
-$1.1M
48,446
-18%
增持
FISV
FISERV INC
+$1.1M
29,139
+8%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.1M
171,604
+14%
增持
—
CHUBB LIMITED
+$1.1M
29,421
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.1M
131,073
-14%
增持
ARCC
ARES CAPITAL CORP
+$1.1M
208,423
+27%
增持
IWO
ISHARES TR
+$1.1M
19,014
+17%
减持
BA
BOEING CO
-$1.1M
10,171
-12%
增持
—
ASML HOLDING N V
+$1.0M
1,862
+80%
增持
—
MEDTRONIC PLC
+$1.0M
74,475
+12%
增持
IWM
ISHARES TR
+$1.0M
39,100
+9%
增持
AMGN
AMGEN INC
+$1.0M
40,460
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
44,962
+11%
增持
ELV
ELEVANCE HEALTH INC
+$997.8K
12,575
+7%
增持
CL
COLGATE PALMOLIVE CO
+$980.6K
70,567
+5%
减持
TXN
TEXAS INSTRS INC
-$978.6K
89,380
-8%
增持
AMAT
APPLIED MATLS INC
+$963.7K
15,507
+12%
减持
DGRW
WISDOMTREE TR
+$960.3K
266,728
-3%
增持
SMH
VANECK ETF TRUST
+$945.7K
8,732
+50%
减持
DGRO
ISHARES TR
+$940.0K
247,006
-1%
建仓
TILE
INTERFACE INC
+$938.7K
55,807
增持
IJK
ISHARES TR
+$927.1K
57,702
+5%
增持
FIS
FIDELITY NATL INFORMATION SV
+$921.0K
41,637
+15%
增持
VTV
VANGUARD INDEX FDS
+$903.0K
56,289
+2%
增持
PEP
PEPSICO INC
+$892.7K
98,455
+2%
增持
GD
GENERAL DYNAMICS CORP
+$889.6K
30,665
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$886.7K
15,069
+35%
增持
—
EATON CORP PLC
+$856.2K
10,487
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$849.4K
65,190
+3%
减持
ACWX
ISHARES TR
-$847.4K
8,242
-67%
增持
IWB
ISHARES TR
+$827.0K
26,233
+2%
增持
GE
GENERAL ELECTRIC CO
+$823.0K
15,937
+3%
增持
MLM
MARTIN MARIETTA MATLS INC
+$817.8K
2,268
+97%
增持
BDX
BECTON DICKINSON & CO
+$793.3K
20,606
+17%
减持
—
LAM RESEARCH CORP
+$788.7K
8,671
-11%
增持
BWIN
BRP GROUP INC
+$774.5K
63,667
+43%
减持
FDX
FEDEX CORP
+$765.7K
23,210
-1%
减持
T
AT&T INC
+$764.8K
988,652
-0%
增持
NEE
NEXTERA ENERGY INC
+$755.9K
135,826
+4%
增持
MGV
VANGUARD WORLD FD
+$753.0K
69,999
+1%
减持
WBD
WARNER BROS DISCOVERY INC
-$721.3K
231,386
-4%
建仓
TAFL
AB ACTIVE ETFS INC
+$718.9K
28,164
增持
SYK
STRYKER CORPORATION
+$717.7K
7,892
+12%
增持
AFL
AFLAC INC
+$714.5K
63,520
+11%
增持
CI
THE CIGNA GROUP
+$706.2K
8,161
+8%
增持
MCK
MCKESSON CORP
+$696.1K
6,471
+8%
增持
VLO
VALERO ENERGY CORP
+$689.0K
13,832
+8%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$682.1K
5,430
+39%
增持
SCHM
SCHWAB STRATEGIC TR
+$676.2K
110,650
+0%
增持
ADBE
ADOBE INC
-$670.3K
7,753
+1%
减持
XEL
XCEL ENERGY INC
-$667.5K
5,395
-65%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$659.4K
32,278
增持
QCOM
QUALCOMM INC
+$650.2K
21,823
+4%
增持
CELH
CELSIUS HLDGS INC
+$630.4K
16,357
+23%
减持
PNC
PNC FINL SVCS GROUP INC
-$630.2K
35,146
-14%
减持
SHW
SHERWIN WILLIAMS CO
+$625.6K
20,618
-2%
增持
REGN
REGENERON PHARMACEUTICALS
+$625.5K
1,671
+49%
增持
DFUS
DIMENSIONAL ETF TRUST
+$624.7K
121,099
+0%
