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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 99
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$136.8M
7,833,992
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$86.9M
4,786,899
+3%
增持
HD
HOME DEPOT INC
+$42.3M
684,424
+0%
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
AAPL
APPLE INC
+$38.0M
1,173,282
+5%
增持
VXUS
VANGUARD STAR FDS
+$34.9M
5,454,559
+3%
增持
TSLA
TESLA INC
+$30.8M
423,218
+5%
增持
SPYG
SPDR SER TR
+$24.5M
4,576,222
+4%
增持
MINT
PIMCO ETF TR
+$19.9M
3,187,181
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$17.3M
335,484
+4%
增持
NVDA
NVIDIA CORPORATION
+$16.4M
872,780
+20%
建仓
ILOW
AB ACTIVE ETFS INC
+$14.2M
389,041
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$12.2M
7,478,647
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.9M
129,790
+10%
清仓
—
LAM RESEARCH CORP
-$9.7M
0
-100%
增持
IVV
ISHARES TR
+$9.0M
179,308
+4%
增持
—
ACCENTURE PLC IRELAND
+$8.1M
122,817
+6%
增持
IJR
ISHARES TR
+$7.9M
141,176
+75%
增持
META
META PLATFORMS INC
+$7.7M
57,270
+15%
增持
DFAU
DIMENSIONAL ETF TRUST
+$7.6M
1,404,746
+9%
减持
SCHB
SCHWAB STRATEGIC TR
+$7.2M
2,224,077
-1%
减持
IVW
ISHARES TR
+$6.8M
2,517,381
-1%
增持
VOO
VANGUARD INDEX FDS
+$6.3M
151,427
+3%
增持
ORCL
ORACLE CORP
+$5.9M
181,042
+3%
增持
AVGO
BROADCOM INC
+$5.3M
123,332
+1142%
清仓
—
SUPER MICRO COMPUTER INC
-$5.3M
0
-100%
增持
KO
COCA COLA CO
+$4.9M
502,940
+3%
增持
WMT
WALMART INC
+$4.8M
345,045
+1%
增持
JNJ
JOHNSON & JOHNSON
+$4.8M
204,019
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.5M
50,957
+3%
减持
—
SCHWAB CHARLES FAMILY FD
-$4.2M
18,085,428
-19%
减持
VUSB
VANGUARD BD INDEX FDS
-$4.2M
34,277
-71%
减持
ITOT
ISHARES TR
+$4.1M
956,135
-2%
增持
LOW
LOWES COS INC
+$3.9M
51,993
+13%
增持
IWD
ISHARES TR
+$3.7M
163,920
+4%
增持
HDV
ISHARES TR
+$3.7M
151,660
+17%
增持
—
BLUE OWL CAP CORP III
+$3.7M
382,186
+223%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.5M
1,054,392
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.4M
991,442
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.1M
68,154
-2%
增持
RTX
RTX CORPORATION
+$3.0M
141,650
+0%
增持
MCD
MCDONALDS CORP
+$3.0M
59,157
+0%
增持
ABBV
ABBVIE INC
+$2.9M
95,902
+2%
增持
CSCO
CISCO SYS INC
+$2.8M
316,471
+7%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
165,252
+4%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.7M
18,288
+255%
增持
MLM
MARTIN MARIETTA MATLS INC
+$2.7M
7,383
+212%
清仓
—
BLACKROCK INC
-$2.7M
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.7M
26
+4%
增持
AXP
AMERICAN EXPRESS CO
+$2.6M
57,563
+3%
增持
QLTY
2023 ETF SERIES TRUST II
+$2.5M
155,667
+88%
增持
AMZN
AMAZON COM INC
+$2.5M
379,720
+7%
减持
GBDC
GOLUB CAP BDC INC
-$2.5M
236,149
-39%
增持
PG
PROCTER AND GAMBLE CO
+$2.5M
209,667
+2%
增持
TXN
TEXAS INSTRS INC
+$2.4M
95,618
+7%
增持
NSC
NORFOLK SOUTHN CORP
+$2.3M
21,919
+51%
增持
SO
SOUTHERN CO
+$2.3M
168,875
+1%
减持
T
AT&T INC
+$2.2M
942,388
-3%
增持
IWF
ISHARES TR
+$2.1M
62,662
+7%
减持
GSBD
GOLDMAN SACHS BDC INC
-$2.1M
178,232
-41%
增持
PM
PHILIP MORRIS INTL INC
+$2.1M
53,767
+23%
建仓
—
TE CONNECTIVITY PLC
+$2.1M
13,659
减持
BSV
VANGUARD BD INDEX FDS
-$2.1M
66,582
-30%
清仓
—
TE CONNECTIVITY LTD
-$2.0M
0
-100%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$2.0M
259,371
-31%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
162,915
+2%
减持
—
CRH PLC
+$1.9M
107,495
-0%
增持
ABT
ABBOTT LABS
+$1.9M
99,047
+9%
增持
SHW
SHERWIN WILLIAMS CO
+$1.9M
21,372
+1%
清仓
IEF
ISHARES TR
-$1.8M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$1.8M
19,687
+10%
增持
CRM
SALESFORCE INC
+$1.8M
24,044
+29%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.8M
480,823
-4%
增持
USB
US BANCORP DEL
+$1.7M
184,510
+9%
减持
CAT
CATERPILLAR INC
+$1.7M
36,510
-3%
增持
V
VISA INC
+$1.7M
93,214
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$1.7M
11,952
+5%
增持
AFL
AFLAC INC
+$1.6M
65,190
+3%
减持
BND
VANGUARD BD INDEX FDS
-$1.6M
6,684
-77%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
18,901
+6%
减持
INTC
INTEL CORP
-$1.5M
141,084
-10%
增持
PGR
PROGRESSIVE CORP
+$1.5M
20,297
+16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
12,771
+10%
减持
IEMG
ISHARES INC
-$1.5M
33,278
-47%
增持
IWN
ISHARES TR
+$1.5M
42,018
+15%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.4M
9,034
+33%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.4M
57,446
+28%
减持
IWV
ISHARES TR
+$1.4M
85,236
-0%
增持
—
CHUBB LIMITED
+$1.4M
31,556
+5%
建仓
GLDD
GREAT LAKES DREDGE & DOCK CO
+$1.4M
133,304
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.4M
73,236
-3%
减持
VO
VANGUARD INDEX FDS
+$1.4M
91,824
-3%
增持
APD
AIR PRODS & CHEMS INC
+$1.4M
32,442
+1%
减持
NEU
NEWMARKET CORP
-$1.3M
34,547
-13%
增持
GLW
CORNING INC
+$1.3M
59,622
+61%
增持
EFA
ISHARES TR
+$1.2M
181,095
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
144,222
+13%
增持
SBUX
STARBUCKS CORP
+$1.2M
38,430
+17%
增持
IGM
ISHARES TR
+$1.2M
130,115
+9%
减持
ADBE
ADOBE INC
-$1.2M
10,970
-11%
建仓
HYMB
SPDR SER TR
+$1.2M
44,377
减持
MCK
MCKESSON CORP
-$1.2M
6,829
-12%
增持
ET
ENERGY TRANSFER L P
+$1.2M
151,692
+94%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.2M
37,874
+1%
建仓
—
LIBERTY MEDIA CORP DEL
+$1.2M
22,420
增持
SCHA
SCHWAB STRATEGIC TR
+$1.1M
153,022
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
65,021
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
65,937
+2%
增持
CVX
CHEVRON CORP NEW
-$1.1M
140,913
+1%
增持
TGT
TARGET CORP
+$1.1M
78,617
+4%
增持
UNP
UNION PAC CORP
+$1.1M
43,717
+2%
增持
TJX
TJX COS INC NEW
+$1.1M
37,617
+24%
减持
GLD
SPDR GOLD TR
+$1.1M
48,322
-3%
增持
—
EXXON MOBIL CORP
+$1.1M
165,415
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.1M
5,925
+26%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
41,041
-5%
减持
NUE
NUCOR CORP
-$1.0M
22,460
-20%
增持
FISV
FISERV INC
+$1.0M
29,597
+3%
增持
MRK
MERCK & CO INC
-$1.0M
147,771
+3%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
28,042
+8%
减持
AMT
AMERICAN TOWER CORP NEW
+$1.0M
31,305
-3%
减持
IXUS
ISHARES TR
-$979.8K
207,587
-13%
清仓
—
WESTROCK CO
-$965.2K
0
-100%
增持
SAP
SAP SE
+$959.8K
6,165
+175%
减持
NOBL
PROSHARES TR
-$950.6K
10,157
-52%
增持
NFLX
NETFLIX INC
+$949.5K
13,262
+6%
减持
DGRW
WISDOMTREE TR
+$944.2K
256,251
-2%
增持
IWO
ISHARES TR
+$933.7K
20,456
+10%
增持
BX
BLACKSTONE INC
+$928.2K
25,939
+5%
减持
SCHG
SCHWAB STRATEGIC TR
+$912.2K
398,897
-1%
增持
NOW
SERVICENOW INC
+$908.4K
4,116
+17%
增持
GOOG
ALPHABET INC
+$903.7K
189,018
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$899.9K
22,307
+30%
增持
ZTS
ZOETIS INC
+$893.8K
11,698
+46%
增持
MDLZ
MONDELEZ INTL INC
+$887.2K
73,721
+6%
增持
MO
ALTRIA GROUP INC
+$881.5K
81,741
+13%
增持
GE
GE AEROSPACE
+$873.9K
20,354
+9%
减持
EFX
EQUIFAX INC
+$864.5K
16,904
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$863.3K
43,295
+13%
减持
DG
DOLLAR GEN CORP NEW
-$846.1K
5,116
-47%
减持
BA
BOEING CO
-$826.4K
9,708
-23%
增持
IJH
ISHARES TR
+$825.7K
123,269
+5%
建仓
LW
LAMB WESTON HLDGS INC
+$810.9K
12,526
增持
AGG
ISHARES TR
+$810.8K
48,387
+15%
增持
MGV
VANGUARD WORLD FD
+$809.7K
72,882
+1%
增持
VNQ
VANGUARD INDEX FDS
+$808.8K
21,258
+41%
增持
MGK
VANGUARD WORLD FD
+$803.5K
66,404
+1%
增持
IEFA
ISHARES TR
+$787.3K
98,753
+4%
减持
VBR
VANGUARD INDEX FDS
+$785.9K
47,984
-1%
增持
IVE
ISHARES TR
+$776.9K
47,975
+1%
减持
SDY
SPDR SER TR
+$774.5K
90,514
-5%
