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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 117
减持 10
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$177.7M
3,777,846
减持
TSLA
TESLA INC
-$148.1M
91,872
-78%
增持
AVDE
AMERICAN CENTY ETF TR
+$132.6M
2,007,800
+27747%
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。
建仓
GSIE
GOLDMAN SACHS ETF TR
+$111.4M
3,123,743
建仓
GSLC
GOLDMAN SACHS ETF TR
+$111.1M
1,009,564
增持
AVUS
AMERICAN CENTY ETF TR
+$103.3M
1,174,242
+2108%
增持
TROW
PRICE T ROWE GROUP INC
+$98.6M
1,076,985
+39922%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$84.4M
5,349,243
+10%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$66.1M
1,951,956
建仓
AVUV
AMERICAN CENTY ETF TR
+$65.5M
751,803
增持
AVEM
AMERICAN CENTY ETF TR
+$64.3M
1,088,701
+5090%
建仓
GEM
GOLDMAN SACHS ETF TR
+$59.1M
1,780,214
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$52.9M
1,119,948
增持
SPY
SPDR S&P 500 ETF TR
+$49.8M
446,683
+31%
增持
VTI
VANGUARD INDEX FDS
+$45.2M
8,458,435
+7%
增持
AAPL
APPLE INC
+$38.8M
1,542,176
+27%
增持
V
VISA INC
+$37.3M
192,947
+101%
增持
IJR
ISHARES TR
+$36.9M
532,063
+227%
增持
MSFT
MICROSOFT CORP
+$36.6M
482,005
+41%
增持
VXUS
VANGUARD STAR FDS
+$34.8M
5,900,252
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$29.4M
919,235
+3392%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$28.8M
199,948
+497%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.5M
163,173
+20%
增持
SPYG
SPDR SER TR
-$22.1M
4,788,489
+3%
减持
IVW
ISHARES TR
-$22.0M
2,479,175
-0%
建仓
ACWV
ISHARES INC
+$20.8M
179,035
建仓
AVMC
AMERICAN CENTY ETF TR
+$17.7M
284,819
增持
NVDA
NVIDIA CORPORATION
-$16.8M
976,865
+7%
减持
SCHF
SCHWAB STRATEGIC TR
-$16.1M
1,514,481
-39%
增持
AMZN
AMAZON COM INC
+$15.5M
562,010
+35%
增持
MA
MASTERCARD INCORPORATED
+$15.3M
50,240
+116%
增持
JNJ
JOHNSON & JOHNSON
+$15.3M
273,134
+32%
减持
ALB
ALBEMARLE CORP
-$14.1M
425,945
-18%
增持
MKC
MCCORMICK & CO INC
+$14.1M
176,395
+3026%
增持
GOOG
ALPHABET INC
+$13.9M
346,371
+64%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$13.7M
8,545,925
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$12.7M
219,144
+28%
增持
GOOGL
ALPHABET INC
+$12.6M
386,802
+55%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$12.4M
1,131,920
+311%
增持
LLY
ELI LILLY & CO
+$11.9M
55,295
+26%
增持
ABT
ABBOTT LABS
+$10.8M
177,811
+57%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$10.4M
104,611
+594%
增持
UBER
UBER TECHNOLOGIES INC
+$10.0M
167,121
+364%
增持
—
EXXON MOBIL CORP
+$9.9M
227,202
+43%
清仓
—
BLUE OWL CAP CORP III
-$9.9M
0
-100%
增持
HD
HOME DEPOT INC
-$9.6M
685,240
+2%
增持
EFA
ISHARES TR
+$9.5M
283,557
+57%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$9.4M
34
+31%
增持
GLD
SPDR GOLD TR
+$9.3M
75,087
+48%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$9.3M
79,930
增持
PG
PROCTER AND GAMBLE CO
+$9.3M
267,664
+24%
增持
KO
COCA COLA CO
+$9.0M
573,832
+11%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$8.9M
212,447
建仓
AVDV
AMERICAN CENTY ETF TR
+$8.9M
127,336
增持
DHR
DANAHER CORPORATION
+$8.7M
56,944
+345%
建仓
NDSN
NORDSON CORP
+$8.6M
42,866
增持
MCD
MCDONALDS CORP
+$8.4M
85,452
+36%
减持
SCHB
SCHWAB STRATEGIC TR
-$8.4M
6,470,877
-1%
增持
T
AT&T INC
+$7.8M
1,050,746
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.6M
64,780
+25%
增持
META
META PLATFORMS INC
+$7.6M
74,549
+23%
增持
IAU
ISHARES GOLD TR
+$7.6M
196,034
+145%
增持
ABBV
ABBVIE INC
+$7.4M
126,784
+17%
增持
CVX
CHEVRON CORP NEW
+$7.3M
176,429
+15%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.3M
25,111
+153%
增持
AGG
ISHARES TR
+$7.3M
146,607
+96%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.2M
28,161
+116%
增持
IVV
ISHARES TR
+$7.1M
201,171
+12%
增持
PWR
QUANTA SVCS INC
+$7.1M
32,064
+865%
增持
KKR
KKR & CO INC
+$7.0M
75,807
+551%
增持
ACWI
ISHARES TR
+$6.9M
80,391
+283%
增持
TDG
TRANSDIGM GROUP INC
+$6.8M
5,603
+666%
增持
PM
PHILIP MORRIS INTL INC
+$6.7M
91,961
+40%
增持
COST
COSTCO WHSL CORP NEW
+$6.6M
26,827
+31%
增持
SPGI
S&P GLOBAL INC
+$6.3M
19,777
+162%
增持
CSGP
COSTAR GROUP INC
+$5.7M
76,686
+1570%
增持
VMC
VULCAN MATLS CO
+$5.7M
27,260
+1025%
建仓
HEI/A
HEICO CORP NEW
+$5.5M
26,274
增持
PEP
PEPSICO INC
+$5.4M
139,676
+37%
建仓
WCN
WASTE CONNECTIONS INC
+$5.4M
27,558
增持
ITOT
ISHARES TR
-$5.4M
961,484
+1%
增持
VO
VANGUARD INDEX FDS
+$5.3M
116,646
+24%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.2M
1,700,889
+14%
增持
AMGN
AMGEN INC
+$5.1M
52,980
+21%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$5.0M
81,911
增持
RTX
RTX CORPORATION
+$5.0M
163,443
+14%
增持
MCO
MOODYS CORP
+$4.8M
13,533
+325%
增持
CSCO
CISCO SYS INC
+$4.6M
386,846
+19%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.6M
4,937
+136%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.6M
1,576,201
-0%
增持
ANSS
ANSYS INC
+$4.4M
15,930
+806%
增持
BN
BROOKFIELD CORP
+$4.4M
110,956
+348%
增持
ECL
ECOLAB INC
+$4.4M
23,724
+236%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$4.3M
144,113
+809%
增持
CBRE
CBRE GROUP INC
+$4.2M
38,269
+557%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$4.1M
56,167
增持
DIS
DISNEY WALT CO
+$4.1M
95,015
+101%
增持
VIGI
VANGUARD WHITEHALL FDS
+$4.1M
52,471
+1683%
增持
IWB
ISHARES TR
+$4.1M
41,219
+56%
增持
NFLX
NETFLIX INC
+$4.1M
17,470
+28%
增持
VLTO
VERALTO CORP
+$4.1M
45,698
+1127%
增持
RSG
REPUBLIC SVCS INC
+$4.0M
28,473
+96%
减持
XLE
SELECT SECTOR SPDR TR
-$3.9M
14,413
-77%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.9M
77,323
+11%
增持
VEEV
VEEVA SYS INC
+$3.8M
18,022
+941%
增持
SHW
SHERWIN WILLIAMS CO
+$3.8M
31,826
+48%
减持
TXN
TEXAS INSTRS INC
-$3.6M
84,086
-16%
增持
UNP
UNION PAC CORP
+$3.6M
58,626
+30%
增持
INTU
INTUIT
+$3.5M
12,450
+90%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$3.5M
40,530
+122%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$3.4M
20,167
+854%
增持
FAST
FASTENAL CO
+$3.4M
54,518
+367%
增持
MDLZ
MONDELEZ INTL INC
+$3.4M
120,744
+49%
增持
—
LINDE PLC
+$3.4M
18,512
+47%
增持
PGR
PROGRESSIVE CORP
+$3.4M
31,814
+35%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.3M
1,524,103
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.3M
18,175
+300%
增持
ELV
ELEVANCE HEALTH INC
+$3.2M
20,118
+35%
建仓
TECH
BIO-TECHNE CORP
+$3.2M
54,735
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.2M
43,529
+1315%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.2M
82,504
+11%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
53,588
+48%
增持
ZTS
ZOETIS INC
+$3.1M
32,287
+138%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.1M
639,956
+10%
增持
SYK
STRYKER CORPORATION
+$3.1M
17,460
+84%
增持
GE
GE AEROSPACE
+$3.0M
33,120
+53%
减持
QLTY
2023 ETF SERIES TRUST II
-$3.0M
205,316
-30%
建仓
MKC/V
MCCORMICK & CO INC
+$3.0M
36,165
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.9M
5,846
+674%
增持
QUAL
ISHARES TR
+$2.9M
24,408
+247%
建仓
ROOT
ROOT INC
+$2.8M
21,259
增持
—
UNILEVER PLC
+$2.7M
64,379
+211%
增持
NEE
NEXTERA ENERGY INC
+$2.7M
209,852
+23%
增持
FNB
F N B CORP
+$2.6M
207,285
+1665%
增持
APH
AMPHENOL CORP NEW
+$2.6M
69,241
+146%
建仓
SHV
ISHARES TR
+$2.6M
23,308
增持
FISV
FISERV INC
+$2.5M
39,815
+31%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$2.5M
94,656
增持
VGT
VANGUARD WORLD FD
+$2.5M
20,878
+46%
增持
IWD
ISHARES TR
+$2.4M
175,439
+6%
增持
WMT
WALMART INC
+$2.4M
387,260
+11%
增持
MRK
MERCK & CO INC
+$2.4M
197,580
+28%
增持
CPRT
COPART INC
+$2.4M
64,120
+195%
增持
DE
DEERE & CO
+$2.4M
10,968
+68%
增持
PRU
PRUDENTIAL FINL INC
+$2.3M
33,614
+181%
增持
WFC
WELLS FARGO CO NEW
+$2.3M
114,113
+36%
增持
ADBE
ADOBE INC
+$2.3M
19,527
+68%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.3M
973,811
-2%
增持
BND
VANGUARD BD INDEX FDS
+$2.3M
36,916
+549%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$2.3M
12,047
+899%
