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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 94
减持 42
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$114.7M
7,718,449
+3%
增持
AAPL
APPLE INC
+$55.4M
1,117,369
+6%
增持
SPYG
SPDR SER TR
+$47.5M
4,407,041
+6%
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
NVDA
NVIDIA CORPORATION
+$45.2M
725,041
+1376%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$36.1M
4,658,585
+4%
增持
IVV
ISHARES TR
+$34.0M
172,519
+50%
增持
MINT
PIMCO ETF TR
+$32.2M
2,991,183
+12%
增持
HD
HOME DEPOT INC
-$24.8M
682,628
+1%
增持
MSFT
MICROSOFT CORP
+$21.8M
309,144
+12%
增持
ITOT
ISHARES TR
+$21.1M
976,661
+19%
增持
ALB
ALBEMARLE CORP
+$18.7M
542,200
+116%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.0M
7,757,921
-4%
增持
AMZN
AMAZON COM INC
+$15.9M
353,290
+22%
减持
IVW
ISHARES TR
+$15.6M
2,531,410
-2%
增持
—
SCHWAB CHARLES FAMILY FD
+$12.4M
22,302,665
+125%
增持
GOOG
ALPHABET INC
+$10.5M
167,366
+26%
增持
TSLA
TESLA INC
+$10.5M
403,696
+2%
增持
IXUS
ISHARES TR
+$10.1M
237,668
+171%
增持
VXUS
VANGUARD STAR FDS
+$9.4M
5,271,130
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$8.2M
321,976
+1%
增持
GOOGL
ALPHABET INC
+$7.9M
199,728
+6%
增持
LLY
ELI LILLY & CO
+$7.4M
41,460
+7%
增持
QQQ
INVESCO QQQ TR
+$7.4M
84,773
+13%
增持
ORCL
ORACLE CORP
+$6.3M
176,378
+19%
减持
CALF
PACER FDS TR
-$6.1M
59,919
-66%
增持
AVGO
BROADCOM INC
+$5.7M
9,934
+29%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
147,249
+4%
增持
META
META PLATFORMS INC
+$5.1M
49,805
+21%
增持
WMT
WALMART INC
+$4.6M
340,222
+11%
建仓
PDEC
INNOVATOR ETFS TRUST
+$4.4M
117,457
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.3M
1,284,693
+7%
增持
—
SUPER MICRO COMPUTER INC
+$4.3M
6,467
+548%
增持
GBDC
GOLUB CAP BDC INC
+$3.9M
384,595
+205%
增持
PANW
PALO ALTO NETWORKS INC
+$3.6M
17,519
+115%
增持
VUG
VANGUARD INDEX FDS
+$3.3M
66,467
+6%
减持
TOTL
SSGA ACTIVE ETF TR
-$3.2M
110,671
-42%
增持
IGM
ISHARES TR
+$3.1M
119,785
+26%
减持
TLT
ISHARES TR
-$3.1M
4,455
-88%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.0M
49,570
+10%
建仓
NBOS
NEUBERGER BERMAN ETF TRUST
+$2.9M
111,697
增持
ADBE
ADOBE INC
+$2.9M
12,323
+59%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
17,830
+7%
增持
KO
COCA COLA CO
+$2.8M
490,088
+6%
增持
IEMG
ISHARES INC
+$2.7M
63,346
+391%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.7M
403,063
-2%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.6M
118,569
-31%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.6M
1,006,788
-4%
建仓
QLTY
2023 ETF SERIES TRUST II
+$2.6M
83,008
增持
NEE
NEXTERA ENERGY INC
+$2.5M
158,155
+16%
减持
COWZ
PACER FDS TR
-$2.5M
115,147
-24%
增持
DAL
DELTA AIR LINES INC DEL
+$2.5M
139,873
+61%
减持
INTC
INTEL CORP
-$2.4M
156,822
-5%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
193,270
-0%
增持
PG
PROCTER AND GAMBLE CO
+$2.3M
205,316
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$2.2M
160,229
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.2M
165,241
-18%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.1M
2,239,313
-1%
增持
DELL
DELL TECHNOLOGIES INC
+$2.1M
17,915
+462%
增持
XLK
SELECT SECTOR SPDR TR
+$2.1M
30,589
+32%
增持
NFLX
NETFLIX INC
+$2.1M
12,531
+19%
减持
BSV
VANGUARD BD INDEX FDS
-$2.1M
95,171
-22%
增持
TGT
TARGET CORP
-$2.0M
75,344
+1%
减持
VTV
VANGUARD INDEX FDS
-$2.0M
44,793
-20%
减持
GPC
GENUINE PARTS CO
-$1.9M
78,953
-5%
建仓
IEF
ISHARES TR
+$1.8M
19,462
增持
MGK
VANGUARD WORLD FD
+$1.8M
65,482
+0%
建仓
—
BLUE OWL CAP CORP III
+$1.8M
118,485
减持
TXN
TEXAS INSTRS INC
+$1.8M
89,068
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.8M
166,493
+4%
增持
SO
SOUTHERN CO
+$1.7M
166,536
+6%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
1,058,443
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
38,472
+51%
减持
VB
VANGUARD INDEX FDS
-$1.6M
70,395
-5%
减持
URNM
SPROTT FDS TR
-$1.6M
4,260
-88%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.6M
499,959
-0%
减持
VO
VANGUARD INDEX FDS
-$1.5M
94,417
-3%
增持
AMGN
AMGEN INC
+$1.5M
41,703
+3%
增持
QCOM
QUALCOMM INC
+$1.5M
26,170
+20%
增持
PGR
PROGRESSIVE CORP
+$1.5M
17,495
+70%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
8,015
+48%
减持
GPN
GLOBAL PMTS INC
-$1.4M
35,066
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.4M
642,486
-4%
建仓
KTF
DWS MUN INCOME TR NEW
+$1.4M
149,900
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
减持
GDX
VANECK ETF TRUST
-$1.3M
9,204
-82%
增持
—
LAM RESEARCH CORP
+$1.3M
9,136
+5%
减持
CSCO
CISCO SYS INC
-$1.3M
295,968
-4%
增持
ELV
ELEVANCE HEALTH INC
+$1.3M
14,405
+15%
增持
V
VISA INC
+$1.2M
91,154
+12%
增持
—
CRH PLC
-$1.2M
107,928
+0%
增持
NKE
NIKE INC
-$1.2M
75,726
+3%
增持
APD
AIR PRODS & CHEMS INC
+$1.2M
32,171
+10%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.2M
25
-4%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
43,866
+23%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
20,932
+57%
减持
T
AT&T INC
+$1.2M
972,380
-2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.2M
8,925
+53%
增持
AMAT
APPLIED MATLS INC
+$1.1M
18,303
+18%
增持
LOW
LOWES COS INC
-$1.1M
46,056
+4%
增持
GLW
CORNING INC
+$1.1M
36,994
+250%
增持
MCK
MCKESSON CORP
+$1.1M
7,776
+20%
增持
CAT
CATERPILLAR INC
-$1.1M
37,673
+1%
减持
IWF
ISHARES TR
+$1.1M
58,675
-3%
增持
MCD
MCDONALDS CORP
-$1.0M
59,056
+3%
增持
NUE
NUCOR CORP
-$1.0M
27,984
+1%
增持
—
EATON CORP PLC
+$1.0M
13,758
+31%
增持
MRK
MERCK & CO INC
+$1.0M
143,829
+13%
增持
BKNG
BOOKING HOLDINGS INC
+$1.0M
716
+42%
增持
ZS
ZSCALER INC
+$1.0M
7,903
+198%
增持
VGT
VANGUARD WORLD FD
+$1.0M
13,649
+4%
减持
AZO
AUTOZONE INC
-$1.0M
1,291
-16%
增持
BAC
BANK AMERICA CORP
+$998.2K
290,900
+4%
清仓
—
PIONEER NAT RES CO
-$993.6K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$953.3K
112,275
-14%
增持
NOW
SERVICENOW INC
+$944.0K
3,526
+47%
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$940.6K
37,975
增持
CVX
CHEVRON CORP NEW
+$937.2K
139,829
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$934.8K
117,663
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$924.0K
17,112
+14%
减持
GLD
SPDR GOLD TR
-$923.4K
49,613
-12%
减持
PPG
PPG INDS INC
-$907.4K
8,928
-36%
减持
SDY
SPDR SER TR
-$900.3K
95,000
-4%
增持
INTU
INTUIT
+$898.7K
5,552
+31%
增持
SHEL
SHELL PLC
+$882.5K
39,912
+34%
增持
SHW
SHERWIN WILLIAMS CO
-$858.6K
21,120
+2%
减持
WDAY
WORKDAY INC
-$851.7K
7,484
-19%
增持
DIS
DISNEY WALT CO
-$841.2K
49,546
+5%
减持
CRM
SALESFORCE INC
-$831.9K
18,639
-0%
增持
RTX
RTX CORPORATION
+$825.6K
141,352
+3%
减持
COF
CAPITAL ONE FINL CORP
-$821.8K
9,599
-34%
减持
UPS
UNITED PARCEL SERVICE INC
-$821.1K
36,714
-7%
增持
IWV
ISHARES TR
+$816.2K
85,616
+0%
建仓
GEV
GE VERNOVA INC
+$796.3K
4,643
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$795.3K
9,678
-10%
建仓
GEN
GEN DIGITAL INC
+$792.0K
31,706
增持
UNP
UNION PAC CORP
-$788.6K
42,827
+1%
增持
—
EXXON MOBIL CORP
+$788.1K
159,072
+6%
建仓
—
EVEREST GROUP LTD
+$784.5K
2,059
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$781.5K
87,872
-29%
增持
PEP
PEPSICO INC
-$772.1K
99,791
+1%
增持
KLAC
KLA CORP
+$772.0K
3,484
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$760.5K
69,305
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$747.3K
8,538
+15%
增持
ABT
ABBOTT LABS
-$736.8K
90,666
+1%
建仓
—
EVERI HLDGS INC
+$733.8K
87,357
建仓
XLC
SELECT SECTOR SPDR TR
+$733.5K
8,563
减持
IWD
ISHARES TR
-$733.2K
156,914
-0%
增持
MO
ALTRIA GROUP INC
+$724.9K
72,241
+23%
增持
GSBD
GOLDMAN SACHS BDC INC
+$709.8K
302,998
+18%
减持
SCHV
SCHWAB STRATEGIC TR
-$708.9K
55,564
-13%
