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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 46
减持 94
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AVUS
AMERICAN CENTY ETF TR
+$268.1M
3,735,407
+218%
减持
MINT
PIMCO ETF TR
-$202.1M
1,457,247
-58%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$187.8M
7,766,678
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。
+106%
减持
VTI
VANGUARD INDEX FDS
+$136.1M
7,767,509
-8%
增持
VXUS
VANGUARD STAR FDS
+$79.1M
6,418,158
+9%
减持
AAPL
APPLE INC
-$76.3M
1,297,979
-16%
减持
MSFT
MICROSOFT CORP
+$50.9M
466,074
-3%
减持
SPYG
SPDR SERIES TRUST
+$44.5M
4,366,773
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$41.8M
472,154
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.2M
5,215,607
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$36.0M
1,850,414
+101%
减持
NVDA
NVIDIA CORPORATION
+$32.5M
875,740
-10%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$30.8M
865,963
减持
ALB
ALBEMARLE CORP
-$28.7M
31,956
-92%
减持
IJR
ISHARES TR
-$28.5M
248,736
-53%
增持
AVGO
BROADCOM INC
+$26.0M
212,926
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.2M
135,338
-17%
减持
IVW
ISHARES TR
+$20.8M
2,279,446
-8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$20.2M
8,888,716
+4%
增持
GSLC
GOLDMAN SACHS ETF TR
+$18.9M
1,071,101
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.7M
48,952
-24%
减持
—
ACCENTURE PLC IRELAND
-$17.3M
81,565
-39%
减持
GEM
GOLDMAN SACHS ETF TR
-$17.2M
1,124,949
-37%
增持
SCHB
SCHWAB STRATEGIC TR
+$15.5M
6,496,557
+0%
减持
HD
HOME DEPOT INC
-$15.4M
643,050
-6%
减持
NEU
NEWMARKET CORP
-$14.4M
4,029
-87%
增持
ITOT
ISHARES TR
+$14.3M
974,950
+1%
建仓
Z
ZILLOW GROUP INC
+$14.1M
200,780
增持
SCHG
SCHWAB STRATEGIC TR
+$12.5M
1,779,473
+13%
减持
ORCL
ORACLE CORP
+$12.4M
188,142
-8%
增持
META
META PLATFORMS INC
+$12.3M
74,891
+0%
增持
IVV
ISHARES TR
+$12.2M
201,722
+0%
减持
AVUV
AMERICAN CENTY ETF TR
-$10.4M
605,445
-19%
增持
VOO
VANGUARD INDEX FDS
+$10.3M
169,234
+1%
增持
DVY
ISHARES TR
+$9.6M
129,405
+130%
减持
—
CRH PLC
-$8.8M
10,942
-90%
清仓
NDSN
NORDSON CORP
-$8.6M
0
-100%
增持
QLTY
2023 ETF SERIES TRUST II
+$8.5M
434,135
+111%
减持
TOTL
SSGA ACTIVE ETF TR
-$8.2M
151,661
-57%
减持
DFAU
DIMENSIONAL ETF TRUST
-$7.5M
1,365,823
-20%
减持
AVDE
AMERICAN CENTY ETF TR
-$7.5M
1,696,199
-16%
减持
AVMC
AMERICAN CENTY ETF TR
-$7.4M
155,054
-46%
减持
KO
COCA COLA CO
-$7.0M
481,727
-16%
减持
AMZN
AMAZON COM INC
+$6.7M
517,798
-8%
减持
CVX
CHEVRON CORP NEW
-$6.2M
162,762
-8%
减持
JNJ
JOHNSON & JOHNSON
-$6.2M
256,200
-6%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$6.0M
29
-15%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$6.0M
738,059
-35%
增持
ESGD
ISHARES TR
+$5.9M
86,935
+277%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$5.6M
1,786,415
-8%
建仓
SCHO
SCHWAB STRATEGIC TR
+$5.3M
218,518
增持
IWF
ISHARES TR
+$5.2M
75,137
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.2M
2,998,568
-3%
减持
GOOGL
ALPHABET INC
+$5.1M
368,470
-5%
减持
ABBV
ABBVIE INC
-$5.0M
116,152
-8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.0M
189,782
+48%
减持
NFLX
NETFLIX INC
+$4.8M
15,768
-10%
减持
LLY
ELI LILLY & CO
-$4.5M
52,801
-5%
减持
GLD
SPDR GOLD TR
-$4.5M
56,228
-25%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.5M
1,439,980
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.3M
943,219
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.3M
23,957
-15%
减持
MGK
VANGUARD WORLD FD
+$4.3M
75,373
-0%
减持
AVEM
AMERICAN CENTY ETF TR
+$4.3M
1,017,842
-7%
增持
PWR
QUANTA SVCS INC
+$4.2M
32,751
+2%
减持
ACWV
ISHARES INC
-$4.1M
140,799
-21%
减持
AXSM
AXSOME THERAPEUTICS INC
-$4.1M
49,840
-38%
减持
VUG
VANGUARD INDEX FDS
+$4.1M
71,471
-3%
增持
DGRW
WISDOMTREE TR
+$4.0M
277,374
+16%
减持
GPC
GENUINE PARTS CO
-$4.0M
44,563
-44%
减持
TGT
TARGET CORP
-$4.0M
51,394
-41%
减持
PEP
PEPSICO INC
-$3.9M
128,707
-8%
减持
TROW
PRICE T ROWE GROUP INC
-$3.8M
985,423
-9%
减持
PG
PROCTER AND GAMBLE CO
-$3.8M
262,161
-2%
增持
LRCX
LAM RESEARCH CORP
+$3.8M
123,574
+9%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$3.6M
19,087
-53%
减持
PDEC
INNOVATOR ETFS TRUST
-$3.6M
21,701
-82%
减持
WMT
WALMART INC
+$3.5M
383,704
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.5M
202,993
+114%
增持
DGRO
ISHARES TR
+$3.5M
274,356
+21%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.4M
141,227
+207%
减持
AFL
AFLAC INC
-$3.4M
51,183
-35%
减持
JPM
JPMORGAN CHASE & CO.
+$3.4M
197,166
-10%
建仓
BAFE
ADVISORS INNER CIRCLE FD III
+$3.4M
128,547
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.3M
59,363
-28%
减持
QUAL
ISHARES TR
-$3.2M
5,105
-79%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.2M
62,041
+0%
减持
VGT
VANGUARD WORLD FD
-$3.2M
12,317
-41%
减持
V
VISA INC
-$3.1M
181,658
-6%
减持
TSLA
TESLA INC
+$3.1M
84,768
-8%
减持
GOOG
ALPHABET INC
+$3.1M
322,372
-7%
减持
AGG
ISHARES TR
-$3.0M
116,352
-21%
减持
MCD
MCDONALDS CORP
-$2.9M
81,340
-5%
减持
FISV
FISERV INC
-$2.9M
34,306
-14%
增持
VB
VANGUARD INDEX FDS
+$2.8M
74,160
+11%
清仓
FDM
FIRST TR DOW JONES SELECT MI
-$2.8M
0
-100%
增持
IWV
ISHARES TR
+$2.8M
82,501
+0%
增持
HON
HONEYWELL INTL INC
+$2.7M
88,704
+5%
减持
GPN
GLOBAL PMTS INC
-$2.7M
11,743
-68%
增持
—
EATON CORP PLC
+$2.7M
23,889
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.7M
14,723
+4%
减持
FNB
F N B CORP
-$2.6M
12,729
-94%
增持
COF
CAPITAL ONE FINL CORP
+$2.6M
24,324
+69%
减持
AMGN
AMGEN INC
-$2.6M
49,873
-6%
减持
ZTS
ZOETIS INC
-$2.6M
17,700
-45%
增持
KLAC
KLA CORP
+$2.6M
7,992
+18%
减持
QQQ
INVESCO QQQ TR
+$2.5M
79,057
-10%
减持
EFX
EQUIFAX INC
-$2.4M
8,455
-56%
减持
GLW
CORNING INC
-$2.4M
22,004
-71%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.3M
68,190
-24%
减持
BDX
BECTON DICKINSON & CO
-$2.3M
22,972
-16%
增持
IEFA
ISHARES TR
+$2.3M
149,134
+11%
增持
MS
MORGAN STANLEY
+$2.3M
74,318
+6%
增持
IWD
ISHARES TR
+$2.3M
181,584
+4%
增持
NOW
SERVICENOW INC
+$2.2M
8,135
+6%
减持
GEV
GE VERNOVA INC
+$2.2M
10,843
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.2M
10,012
+23%
减持
VHT
VANGUARD WORLD FD
-$2.2M
7,657
-51%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.2M
36,178
+0%
增持
WFC
WELLS FARGO CO NEW
+$2.2M
129,750
+14%
清仓
U
UNITY SOFTWARE INC
-$2.2M
0
-100%
减持
TRMK
TRUSTMARK CORP
-$2.2M
10,903
-85%
减持
MRK
MERCK & CO INC
-$2.2M
196,775
-0%
减持
MLM
MARTIN MARIETTA MATLS INC
-$2.1M
4,486
-53%
减持
CSCO
CISCO SYS INC
+$2.1M
374,690
-3%
减持
LOW
LOWES COS INC
-$2.1M
49,929
-12%
减持
IGM
ISHARES TR
+$2.1M
134,875
-6%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$2.1M
106,126
清仓
—
LIBERTY MEDIA CORP DEL
-$2.1M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$2.1M
59,986
-6%
增持
DFNM
DIMENSIONAL ETF TRUST
+$2.0M
66,155
+188%
减持
TXN
TEXAS INSTRS INC
+$2.0M
82,589
-2%
增持
HEI/A
HEICO CORP NEW
+$2.0M
29,174
+11%
减持
VV
VANGUARD INDEX FDS
-$2.0M
27,834
-28%
减持
INTU
INTUIT
+$2.0M
12,182
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
71,770
-7%
减持
—
HESS CORP
-$1.9M
6,268
-63%
增持
AMAT
APPLIED MATLS INC
+$1.8M
27,805
+24%
减持
GOVT
ISHARES TR
-$1.8M
30,058
-73%
减持
ILOW
AB ACTIVE ETFS INC
+$1.8M
389,495
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.8M
79,124
-22%
增持
KKR
KKR & CO INC
+$1.8M
79,111
+4%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
62,049
+16%
减持
BSV
VANGUARD BD INDEX FDS
-$1.7M
42,869
-34%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.7M
10,045
-67%
减持
UBER
UBER TECHNOLOGIES INC
+$1.6M
147,503
-12%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$1.6M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.6M
265,170
+17%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
51,853
-8%
减持
APH
AMPHENOL CORP NEW
+$1.5M
61,672
-11%
