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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 134
减持 10
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$320.0M
8,551,906
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$141.0M
4,762,043
+27%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$130.2M
10,425,820
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。
+34%
增持
AAPL
APPLE INC
+$127.2M
1,545,215
+19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$109.7M
5,511,314
+6%
增持
VXUS
VANGUARD STAR FDS
+$83.3M
7,209,032
+12%
减持
MINT
PIMCO ETF TR
-$79.0M
670,363
-54%
增持
SPYG
SPDR SERIES TRUST
+$63.5M
4,769,364
+9%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$56.2M
1,733,119
+174%
增持
NVDA
NVIDIA CORPORATION
+$42.4M
968,665
+11%
增持
HD
HOME DEPOT INC
+$42.2M
686,049
+7%
增持
IVW
ISHARES TR
+$40.0M
2,409,948
+6%
增持
GOOGL
ALPHABET INC
+$37.0M
419,167
+14%
增持
MSFT
MICROSOFT CORP
+$33.9M
513,106
+10%
增持
ALB
ALBEMARLE CORP
+$33.7M
440,608
+1279%
增持
DUHP
DIMENSIONAL ETF TRUST
+$27.1M
1,533,862
+77%
增持
TROW
PRICE T ROWE GROUP INC
+$26.7M
1,187,081
+20%
增持
GOOG
ALPHABET INC
+$25.8M
340,867
+6%
增持
NEU
NEWMARKET CORP
+$22.0M
29,948
+643%
增持
VOO
VANGUARD INDEX FDS
+$20.4M
190,292
+12%
增持
AMZN
AMAZON COM INC
+$20.0M
608,605
+18%
增持
GSLC
GOLDMAN SACHS ETF TR
+$19.6M
1,148,037
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$19.2M
242,098
+23%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$19.0M
9,302,563
+5%
增持
AVGO
BROADCOM INC
+$18.2M
233,068
+9%
减持
AVUV
AMERICAN CENTY ETF TR
-$17.8M
374,876
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.7M
165,884
+23%
增持
SCHB
SCHWAB STRATEGIC TR
+$17.3M
6,694,089
+3%
增持
TSLA
TESLA INC
+$17.3M
99,365
+17%
增持
ITOT
ISHARES TR
+$17.0M
1,020,342
+5%
增持
IVV
ISHARES TR
+$13.3M
207,034
+3%
增持
QQQ
INVESCO QQQ TR
+$13.2M
94,679
+20%
增持
JNJ
JOHNSON & JOHNSON
+$13.0M
281,106
+10%
增持
—
CRH PLC
+$12.5M
112,902
+932%
增持
VGT
VANGUARD WORLD FD
+$11.7M
26,633
+116%
减持
ORCL
ORACLE CORP
+$11.4M
186,757
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$11.3M
454,908
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.7M
1,038,532
+10%
增持
IWF
ISHARES TR
+$10.3M
90,111
+20%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$9.9M
899,138
-19%
建仓
U
UNITY SOFTWARE INC
+$9.8M
245,732
增持
META
META PLATFORMS INC
+$9.3M
87,911
+17%
增持
—
ACCENTURE PLC IRELAND
+$8.6M
133,724
+64%
增持
AVEM
AMERICAN CENTY ETF TR
+$8.0M
1,035,739
+2%
增持
CVX
CHEVRON CORP NEW
+$8.0M
201,595
+24%
减持
AVMC
AMERICAN CENTY ETF TR
-$7.8M
35,620
-77%
增持
ABBV
ABBVIE INC
+$7.7M
126,572
+9%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$7.4M
1,547,962
-13%
减持
AVDE
AMERICAN CENTY ETF TR
+$7.4M
1,684,856
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$6.9M
3,042,745
+1%
增持
IWD
ISHARES TR
+$6.8M
206,654
+14%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.8M
37
+28%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.7M
1,839,853
+3%
增持
—
EXXON MOBIL CORP
+$6.7M
313,078
+18%
增持
GLD
SPDR GOLD TR
+$6.4M
66,182
+18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.2M
219,478
+13%
增持
VV
VANGUARD INDEX FDS
+$6.2M
45,973
+65%
增持
VUG
VANGUARD INDEX FDS
+$5.8M
77,468
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.5M
76,695
+24%
增持
WMT
WALMART INC
+$5.5M
417,593
+9%
增持
VO
VANGUARD INDEX FDS
+$5.4M
118,232
+13%
增持
GPC
GENUINE PARTS CO
+$5.4M
77,715
+74%
清仓
ANSS
ANSYS INC
-$5.3M
0
-100%
增持
CAT
CATERPILLAR INC
+$5.2M
44,595
+8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.0M
1,372,749
+1%
增持
RTX
RTX CORPORATION
+$4.6M
164,226
+5%
增持
KO
COCA COLA CO
+$4.6M
583,784
+21%
增持
LRCX
LAM RESEARCH CORP
+$4.6M
123,999
+0%
增持
GLW
CORNING INC
+$4.5M
69,478
+216%
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.5M
1,836,971
-1%
增持
VNQ
VANGUARD INDEX FDS
+$4.3M
68,990
+213%
增持
BAC
BANK AMERICA CORP
+$4.3M
389,802
+17%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.3M
169,185
+15%
增持
ACWI
ISHARES TR
+$4.1M
99,943
+33%
建仓
BOXX
EA SERIES TRUST
+$4.1M
35,745
增持
XLK
SELECT SECTOR SPDR TR
+$3.8M
33,084
+52%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.6M
17,649
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.6M
27,422
+14%
增持
VB
VANGUARD INDEX FDS
+$3.6M
83,129
+12%
增持
UBER
UBER TECHNOLOGIES INC
+$3.5M
175,980
+19%
增持
MRK
MERCK & CO INC
+$3.5M
226,890
+15%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.5M
85,146
+43%
增持
LOW
LOWES COS INC
+$3.4M
57,780
+16%
增持
IEFA
ISHARES TR
+$3.4M
181,979
+22%
建仓
FDM
FIRST TR EXCHANGE-TRADED FD
+$3.4M
45,000
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.4M
41,358
+14%
增持
EFA
ISHARES TR
+$3.3M
297,518
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$3.3M
43,770
+60%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.3M
66,579
+531%
增持
IJH
ISHARES TR
+$3.2M
186,452
+29%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.2M
1,434,901
+5%
增持
PEP
PEPSICO INC
+$3.2M
143,700
+12%
增持
IGM
ISHARES TR
+$3.1M
145,254
+8%
增持
SO
SOUTHERN CO
+$3.1M
190,520
+17%
增持
WBD
WARNER BROS DISCOVERY INC
+$3.1M
275,028
+39%
增持
GD
GENERAL DYNAMICS CORP
+$3.1M
42,980
+8%
增持
NFLX
NETFLIX INC
+$3.1M
20,157
+28%
增持
AFL
AFLAC INC
+$3.0M
75,023
+47%
增持
GE
GE AEROSPACE
+$3.0M
32,631
+23%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$2.9M
40,114
增持
INTC
INTEL CORP
+$2.8M
200,229
+15%
增持
AXSM
AXSOME THERAPEUTICS INC
+$2.8M
66,006
+32%
增持
NSC
NORFOLK SOUTHN CORP
+$2.8M
26,689
+31%
增持
EFX
EQUIFAX INC
+$2.8M
19,436
+130%
增持
C
CITIGROUP INC
+$2.8M
86,436
+22%
增持
IJR
ISHARES TR
+$2.7M
251,877
+1%
增持
BLK
BLACKROCK INC
+$2.7M
7,975
+28%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.7M
1,497,161
+4%
减持
MGK
VANGUARD WORLD FD
+$2.7M
75,253
-0%
增持
URI
UNITED RENTALS INC
+$2.7M
6,608
+37%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.6M
13,758
+62%
增持
QUAL
ISHARES TR
+$2.6M
18,196
+256%
增持
MLM
MARTIN MARIETTA MATLS INC
+$2.6M
8,008
+79%
增持
NEE
NEXTERA ENERGY INC
+$2.6M
221,029
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.6M
89,856
+19%
增持
MCD
MCDONALDS CORP
+$2.6M
86,611
+6%
增持
AXP
AMERICAN EXPRESS CO
+$2.5M
65,208
+9%
增持
DCOR
DIMENSIONAL ETF TRUST
+$2.5M
92,888
+48%
增持
IXUS
ISHARES TR
+$2.5M
210,290
+9%
增持
APP
APPLOVIN CORP
+$2.5M
5,562
+28%
增持
SHV
ISHARES TR
+$2.4M
41,298
+112%
增持
TRMK
TRUSTMARK CORP
+$2.4M
70,211
+544%
增持
XLY
SELECT SECTOR SPDR TR
+$2.4M
18,246
+97%
增持
MA
MASTERCARD INCORPORATED
+$2.4M
51,285
+7%
增持
IAU
ISHARES GOLD TR
+$2.3M
207,384
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.3M
59,858
+15%
增持
DGRO
ISHARES TR
+$2.3M
291,513
+6%
增持
DAL
DELTA AIR LINES INC DEL
+$2.3M
151,921
+18%
增持
GEV
GE VERNOVA INC
+$2.3M
13,026
+20%
增持
T
AT&T INC
+$2.3M
1,085,732
+11%
增持
LLY
ELI LILLY & CO
+$2.2M
56,869
+8%
增持
BDX
BECTON DICKINSON & CO
+$2.2M
32,650
+42%
增持
SNPS
SYNOPSYS INC
+$2.2M
7,888
+132%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.1M
82,593
+15%
增持
VHT
VANGUARD WORLD FD
+$2.1M
15,574
+103%
增持
GPN
GLOBAL PMTS INC
+$2.1M
36,861
+214%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
240,566
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$2.1M
117,354
+46%
增持
CSCO
CISCO SYS INC
+$2.1M
410,741
+10%
增持
BX
BLACKSTONE INC
+$2.1M
52,897
+14%
增持
APH
AMPHENOL CORP NEW
+$2.1M
66,097
+7%
建仓
—
LIBERTY MEDIA CORP DEL
+$2.0M
20,953
增持
USB
US BANCORP DEL
+$2.0M
254,322
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
188,392
+33%
增持
VCR
VANGUARD WORLD FD
+$2.0M
5,579
+698%
增持
TFC
TRUIST FINL CORP
+$1.9M
154,147
+30%
增持
TJX
TJX COS INC NEW
+$1.9M
63,582
+8%
增持
V
VISA INC
+$1.9M
194,498
+7%
增持
CSGP
COSTAR GROUP INC
+$1.9M
76,899
+34%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
30,668
+205%
