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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 107
减持 28
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$61.3M
7,873,807
+1%
增持
TSLA
TESLA INC
+$61.2M
425,644
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$39.5M
8,316,836
+11%
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
+$30.4M
1,213,149
+3%
增持
MINT
PIMCO ETF TR
+$27.8M
3,475,456
+9%
增持
SPYG
SPDR SER TR
+$27.1M
4,634,594
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$23.5M
580,541
+396%
增持
VXUS
VANGUARD STAR FDS
-$21.2M
5,628,340
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$20.9M
2,487,952
+307%
增持
AMZN
AMAZON COM INC
+$20.7M
416,865
+10%
清仓
—
SCHWAB CHARLES FAMILY FD
-$18.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$16.7M
912,285
+5%
减持
HD
HOME DEPOT INC
-$16.5M
670,409
-2%
增持
TOTL
SSGA ACTIVE ETF TR
+$11.8M
402,418
+306%
增持
AVGO
BROADCOM INC
+$11.5M
141,235
+15%
减持
IVW
ISHARES TR
+$11.1M
2,483,216
-1%
增持
GOOGL
ALPHABET INC
+$10.6M
249,232
+13%
增持
GOOG
ALPHABET INC
+$8.7M
211,372
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$7.5M
341,264
+2%
建仓
LRCX
LAM RESEARCH CORP
+$7.5M
103,505
减持
ALB
ALBEMARLE CORP
-$7.3M
520,292
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$6.7M
171,239
+5%
建仓
BLK
BLACKROCK INC
+$6.6M
6,417
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.7M
988,722
-0%
增持
MSFT
MICROSOFT CORP
+$5.5M
342,347
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.5M
4,868,929
+2%
减持
COWZ
PACER FDS TR
-$4.8M
25,094
-77%
增持
V
VISA INC
+$4.6M
95,803
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.4M
1,485,986
+6%
增持
—
BLUE OWL CAP CORP III
+$4.4M
683,551
+79%
增持
QLTY
2023 ETF SERIES TRUST II
+$4.4M
294,591
+89%
增持
XLE
SELECT SECTOR SPDR TR
+$4.2M
61,660
+389%
增持
KO
COCA COLA CO
-$4.1M
515,154
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$4.1M
84,880
-44%
增持
LLY
ELI LILLY & CO
-$3.9M
43,783
+3%
增持
MGK
VANGUARD WORLD FD
+$3.8M
73,253
+10%
增持
WMT
WALMART INC
+$3.7M
349,637
+1%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
155,198
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.5M
51,986
+2%
建仓
ANET
ARISTA NETWORKS INC
+$3.3M
29,469
减持
NKE
NIKE INC
-$3.2M
42,083
-42%
增持
JNJ
JOHNSON & JOHNSON
-$3.1M
207,479
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.0M
148,694
+1977%
增持
NFLX
NETFLIX INC
+$2.8M
13,681
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
57,070
+32%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
67,346
+4%
减持
ELV
ELEVANCE HEALTH INC
-$2.6M
14,951
-5%
增持
META
META PLATFORMS INC
+$2.6M
60,377
+5%
减持
ITOT
ISHARES TR
+$2.6M
953,699
-0%
增持
MA
MASTERCARD INCORPORATED
+$2.5M
23,245
+18%
增持
IVV
ISHARES TR
+$2.5M
179,954
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.5M
1,579,711
+296%
建仓
ITA
ISHARES TR
+$2.4M
16,410
增持
CSCO
CISCO SYS INC
+$2.4M
324,746
+3%
增持
CRM
SALESFORCE INC
+$2.4M
26,718
+11%
增持
AGG
ISHARES TR
+$2.3M
74,741
+54%
增持
IWF
ISHARES TR
+$2.3M
64,186
+2%
增持
IJR
ISHARES TR
+$2.3M
162,866
+15%
减持
—
EXXON MOBIL CORP
-$2.2M
159,362
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.2M
40,376
-7%
清仓
—
ARISTA NETWORKS INC
-$2.2M
0
-100%
增持
AMGN
AMGEN INC
-$2.1M
43,854
+4%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
20,491
+8%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$2.0M
157,972
减持
GSBD
GOLDMAN SACHS BDC INC
-$2.0M
37,972
-79%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.9M
3,006,048
+185%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.8M
6,457
-33%
增持
BSV
VANGUARD BD INDEX FDS
+$1.8M
91,605
+38%
减持
GPC
GENUINE PARTS CO
-$1.8M
76,217
-1%
减持
APD
AIR PRODS & CHEMS INC
-$1.8M
27,094
-16%
减持
TGT
TARGET CORP
-$1.8M
77,626
-1%
增持
WFC
WELLS FARGO CO NEW
+$1.8M
83,709
+15%
增持
NEE
NEXTERA ENERGY INC
-$1.8M
170,426
+3%
增持
MGV
VANGUARD WORLD FD
+$1.7M
88,675
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
135,502
+4%
增持
BAC
BANK AMERICA CORP
+$1.7M
290,470
+4%
建仓
GRBK
GREEN BRICK PARTNERS INC
+$1.6M
28,307
建仓
KBDC
KAYNE ANDERSON BDC INC
+$1.6M
96,195
增持
TFC
TRUIST FINL CORP
+$1.6M
139,468
+33%
减持
QQQ
INVESCO QQQ TR
+$1.6M
83,105
-1%
增持
PEP
PEPSICO INC
-$1.6M
102,047
+2%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
36,311
-18%
增持
M
MACYS INC
+$1.6M
103,584
+724%
增持
AXP
AMERICAN EXPRESS CO
+$1.5M
57,774
+0%
增持
ABT
ABBOTT LABS
+$1.5M
113,306
+14%
减持
CALF
PACER FDS TR
-$1.5M
9,910
-76%
增持
CVX
CHEVRON CORP NEW
+$1.5M
153,518
+9%
减持
EFA
ISHARES TR
-$1.5M
181,064
-0%
增持
MRK
MERCK & CO INC
-$1.4M
154,176
+4%
增持
MAA
MID-AMER APT CMNTYS INC
+$1.4M
12,328
+322%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.4M
43,571
+6%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.4M
1,437,279
+199%
增持
IJH
ISHARES TR
+$1.4M
145,355
+18%
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
65,613
+22%
建仓
CSW
CSW INDUSTRIALS INC
+$1.4M
3,835
减持
HON
HONEYWELL INTL INC
+$1.3M
77,983
-1%
减持
DAL
DELTA AIR LINES INC DEL
+$1.3M
138,133
-0%
增持
IXUS
ISHARES TR
-$1.3M
207,962
+0%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
22,441
+24%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.3M
43,056
+14%
增持
AMT
AMERICAN TOWER CORP NEW
-$1.3M
32,609
+4%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$1.3M
41,868
减持
SDY
SPDR SER TR
-$1.3M
87,786
-3%
增持
T
AT&T INC
+$1.2M
963,156
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
229,526
+24%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.2M
167,123
+0%
建仓
GOVT
ISHARES TR
+$1.2M
50,757
增持
SCHV
SCHWAB STRATEGIC TR
-$1.2M
91,852
+108%
增持
IGM
ISHARES TR
+$1.2M
133,620
+3%
减持
DGRW
WISDOMTREE TR
-$1.1M
249,300
-3%
增持
IEFA
ISHARES TR
+$1.1M
125,683
+27%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
13,027
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$1.1M
874
+14%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
9,858
+6%
增持
TXN
TEXAS INSTRS INC
-$1.0M
99,856
+4%
增持
AJG
GALLAGHER ARTHUR J & CO
+$998.5K
6,786
+106%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$992.6K
24,637
+10%
增持
GD
GENERAL DYNAMICS CORP
-$978.7K
32,643
+3%
增持
LOW
LOWES COS INC
-$977.2K
53,100
+2%
增持
NOW
SERVICENOW INC
+$958.5K
4,377
+6%
增持
FISV
FISERV INC
+$944.9K
30,483
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$942.5K
25,265
+129%
增持
ILOW
AB ACTIVE ETFS INC
-$937.7K
390,407
+0%
增持
GILD
GILEAD SCIENCES INC
+$930.0K
26,411
+47%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$924.7K
73,542
+18%
增持
MCK
MCKESSON CORP
+$919.6K
7,538
+10%
增持
—
ASML HOLDING N V
+$916.8K
4,755
+67%
增持
BA
BOEING CO
+$914.1K
13,507
+39%
增持
LMT
LOCKHEED MARTIN CORP
-$900.1K
12,525
+5%
增持
DIS
DISNEY WALT CO
+$877.8K
47,168
+4%
增持
—
EATON CORP PLC
+$847.0K
16,524
+18%
减持
MS
MORGAN STANLEY
+$846.6K
48,829
-4%
增持
USB
US BANCORP DEL
+$843.3K
194,036
+5%
增持
CL
COLGATE PALMOLIVE CO
-$843.0K
71,771
+1%
增持
SHW
SHERWIN WILLIAMS CO
-$839.9K
21,525
+1%
增持
SO
SOUTHERN CO
-$834.2K
174,866
+4%
增持
EMR
EMERSON ELEC CO
+$825.4K
29,374
+14%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$822.4K
70,173
减持
NEU
NEWMARKET CORP
-$820.1K
34,534
-0%
减持
CI
THE CIGNA GROUP
-$819.3K
9,971
-3%
增持
IWO
ISHARES TR
+$801.8K
22,970
+12%
建仓
BLKB
BLACKBAUD INC
+$788.2K
10,663
增持
VBK
VANGUARD INDEX FDS
+$779.7K
29,555
+5%
增持
KMI
KINDER MORGAN INC DEL
+$761.3K
70,026
+34%
减持
DHR
DANAHER CORPORATION
-$753.9K
12,803
-4%
增持
C
CITIGROUP INC
+$742.8K
48,731
+14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$742.2K
33,475
+17%
增持
ISRG
INTUITIVE SURGICAL INC
+$733.3K
9,908
+10%
建仓
—
SMURFIT WESTROCK PLC
+$714.8K
13,272
增持
CMCSA
COMCAST CORP NEW
-$701.1K
282,926
+4%
