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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 3
增持 88
减持 52
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$90.4M
12,380,010
+19%
增持
VTI
VANGUARD INDEX FDS
+$79.6M
8,648,161
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$69.1M
5,248,830
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。
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.9M
5,705,891
+4%
增持
VXUS
VANGUARD STAR FDS
+$44.1M
7,608,929
+6%
减持
HD
HOME DEPOT INC
-$42.4M
684,670
-0%
增持
GOOGL
ALPHABET INC
+$33.8M
433,552
+3%
增持
AAPL
APPLE INC
+$31.4M
1,562,863
+1%
减持
MINT
PIMCO ETF TR
-$24.3M
430,527
-36%
减持
GOOG
ALPHABET INC
+$23.6M
339,688
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$22.5M
2,177,912
+26%
减持
ALB
ALBEMARLE CORP
+$21.1M
402,083
-9%
增持
LLY
ELI LILLY & CO
+$20.1M
59,121
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$20.0M
473,730
+4%
减持
ORCL
ORACLE CORP
-$16.7M
183,745
-2%
增持
SLDE
SLIDE INS HLDGS INC
+$16.4M
892,586
+1376%
增持
NVDA
NVIDIA CORPORATION
+$13.5M
1,041,440
+8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$11.6M
1,828,670
+19%
增持
AMZN
AMAZON COM INC
+$11.0M
626,457
+3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$10.8M
1,211,257
+6%
增持
SPYG
SPDR SERIES TRUST
+$9.5M
4,781,932
+0%
增持
IVV
ISHARES TR
+$9.4M
216,099
+4%
增持
JNJ
JOHNSON & JOHNSON
+$9.2M
296,444
+5%
增持
MSFT
MICROSOFT CORP
-$8.9M
531,110
+4%
增持
AVGO
BROADCOM INC
+$8.7M
247,430
+6%
增持
IWD
ISHARES TR
+$7.3M
234,716
+14%
减持
TROW
PRICE T ROWE GROUP INC
-$5.9M
1,132,890
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.8M
9,443,109
+2%
增持
IWF
ISHARES TR
+$5.5M
100,861
+12%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$5.5M
321,585
-57%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$5.5M
1,393,493
-10%
增持
JPM
JPMORGAN CHASE & CO.
+$5.1M
252,837
+4%
增持
VOO
VANGUARD INDEX FDS
+$5.0M
193,868
+2%
减持
AVDE
AMERICAN CENTY ETF TR
+$5.0M
1,675,774
-1%
增持
MRK
MERCK & CO INC
+$5.0M
228,194
+1%
增持
TSLA
TESLA INC
+$4.9M
109,182
+10%
增持
CAT
CATERPILLAR INC
+$4.7M
45,409
+2%
增持
WMT
WALMART INC
+$4.5M
426,903
+2%
增持
CSCO
CISCO SYS INC
+$4.3M
420,597
+2%
增持
MU
MICRON TECHNOLOGY INC
+$4.3M
31,024
+14%
减持
LRCX
LAM RESEARCH CORP
+$4.3M
121,992
-2%
增持
—
EXXON MOBIL CORP
+$4.3M
328,891
+5%
减持
NEU
NEWMARKET CORP
-$4.3M
29,864
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.2M
64,893
+8%
减持
PG
PROCTER AND GAMBLE CO
-$4.2M
266,689
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.0M
27,772
+6%
减持
T
AT&T INC
-$3.8M
1,082,606
-0%
建仓
UL
UNILEVER PLC
+$3.4M
52,452
清仓
—
UNILEVER PLC
-$3.4M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.3M
28,726
+5%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.3M
6,688,619
-0%
增持
—
ACCENTURE PLC IRELAND
+$3.3M
135,208
+1%
增持
NFLX
NETFLIX INC
-$3.3M
222,631
+1004%
增持
KO
COCA COLA CO
+$3.2M
599,770
+3%
增持
GLD
SPDR GOLD TR
+$3.2M
67,330
+2%
增持
ITOT
ISHARES TR
+$3.2M
1,020,678
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.1M
0
-100%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$3.1M
835,354
-7%
增持
IEFA
ISHARES TR
+$3.0M
211,434
+16%
减持
MSI
MOTOROLA SOLUTIONS INC
-$3.0M
9,008
-36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
171,864
+4%
增持
AXP
AMERICAN EXPRESS CO
+$3.0M
66,568
+2%
减持
CVX
CHEVRON CORP NEW
-$3.0M
186,022
-8%
增持
AMGN
AMGEN INC
+$2.9M
56,037
+2%
增持
WBD
WARNER BROS DISCOVERY INC
+$2.8M
283,068
+3%
增持
—
CHUBB LIMITED
+$2.7M
46,316
+11%
增持
QQQ
INVESCO QQQ TR
+$2.7M
96,868
+2%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$2.6M
153,494
+280%
增持
QLTY
GMO ETF TRUST
+$2.5M
500,906
+8%
减持
FISV
FISERV INC
-$2.5M
27,370
-19%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.5M
230,519
+5%
减持
MDLZ
MONDELEZ INTL INC
-$2.5M
122,696
-16%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.5M
1,042,342
+1%
增持
UBER
UBER TECHNOLOGIES INC
-$2.5M
180,801
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
1,579,368
+5%
增持
BAC
BANK AMERICA CORP
+$2.4M
409,871
+5%
减持
ABT
ABBOTT LABS
-$2.4M
177,271
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.4M
45,963
+11%
增持
META
META PLATFORMS INC
-$2.4M
94,184
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4M
86,702
+5%
增持
MS
MORGAN STANLEY
+$2.3M
82,773
+7%
增持
DHR
DANAHER CORPORATION
+$2.3M
56,859
+5%
增持
DAL
DELTA AIR LINES INC DEL
+$2.3M
156,942
+3%
减持
TYL
TYLER TECHNOLOGIES INC
-$2.3M
4,054
-48%
减持
CMCSA
COMCAST CORP NEW
-$2.2M
233,309
-20%
增持
VGT
VANGUARD WORLD FD
+$2.2M
29,279
+10%
减持
CPRT
COPART INC
-$2.2M
44,868
-49%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
18,456
+5%
增持
AMAT
APPLIED MATLS INC
+$2.2M
34,023
+6%
清仓
—
LIBERTY MEDIA CORP DEL
-$2.0M
0
-100%
增持
V
VISA INC
+$2.0M
195,054
+0%
减持
RTX
RTX CORPORATION
+$2.0M
160,677
-2%
减持
MANH
MANHATTAN ASSOCIATES INC
-$1.9M
6,752
-55%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
88,948
+16%
减持
AXSM
AXSOME THERAPEUTICS INC
-$1.8M
34,102
-48%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.8M
36,185
-43%
增持
Z
ZILLOW GROUP INC
-$1.8M
201,074
+0%
增持
WFC
WELLS FARGO CO NEW
+$1.7M
141,291
+4%
减持
SNPS
SYNOPSYS INC
-$1.7M
4,579
-42%
减持
GBDC
GOLUB CAP BDC INC
-$1.7M
123,645
-50%
建仓
LLYVK
LIBERTY LIVE HOLDINGS INC
+$1.7M
20,880
减持
HON
HONEYWELL INTL INC
-$1.7M
91,266
-2%
增持
C
CITIGROUP INC
+$1.7M
89,907
+4%
减持
VEEV
VEEVA SYS INC
-$1.7M
18,209
-6%
减持
IAU
ISHARES GOLD TR
+$1.7M
206,836
-0%
减持
—
LINDE PLC
-$1.7M
17,561
-9%
清仓
—
KELLANOVA
-$1.6M
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$1.6M
32,994
-8%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.6M
40,014
-11%
增持
ABBV
ABBVIE INC
+$1.5M
135,025
+7%
减持
PWR
QUANTA SVCS INC
-$1.5M
21,873
-16%
减持
ZTS
ZOETIS INC
-$1.5M
8,955
-51%
减持
CSGP
COSTAR GROUP INC
-$1.5M
73,804
-4%
减持
SLV
ISHARES SILVER TR
+$1.5M
76,780
-5%
清仓
JAAA
JANUS DETROIT STR TR
-$1.5M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$1.5M
27,397
+1%
减持
FDX
FEDEX CORP
+$1.5M
32,338
-3%
清仓
—
FUBOTV INC
-$1.5M
0
-100%
增持
USB
US BANCORP DEL
+$1.5M
257,876
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.5M
45,767
+1%
减持
GEM
GOLDMAN SACHS ETF TR
-$1.5M
998,597
-5%
减持
IVW
ISHARES TR
+$1.5M
2,372,059
-2%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
3,031,436
-0%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.4M
44,257
+179%
增持
COF
CAPITAL ONE FINL CORP
+$1.4M
29,487
+9%
清仓
—
TOTALENERGIES SE
-$1.4M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$1.4M
8,798
+5%
减持
JSI
JANUS DETROIT STR TR
-$1.4M
6,059
-81%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
1,025,935
-1%
增持
KLAC
KLA CORP
+$1.3M
7,932
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
251,769
+5%
减持
EFA
ISHARES TR
-$1.3M
275,631
-7%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.3M
6,188
-66%
增持
GE
GE AEROSPACE
+$1.3M
36,069
+11%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.3M
265,181
+13%
增持
IJS
ISHARES TR
+$1.3M
14,772
+317%
增持
GEV
GE VERNOVA INC
+$1.3M
14,218
+9%
减持
TXN
TEXAS INSTRS INC
-$1.3M
82,456
-3%
增持
SO
SOUTHERN CO
-$1.3M
192,433
+1%
减持
AFL
AFLAC INC
-$1.3M
64,479
-14%
减持
AZO
AUTOZONE INC
-$1.3M
1,346
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$1.3M
50,755
+46%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
211,642
+12%
减持
SHW
SHERWIN WILLIAMS CO
-$1.2M
32,718
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
87,126
+12%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
1,819,746
-1%
增持
MKC
MCCORMICK & CO INC
+$1.2M
190,191
+8%
建仓
VOYG
VOYAGER TECHNOLOGIES INC
+$1.2M
44,720
增持
GPC
GENUINE PARTS CO
-$1.2M
78,180
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$1.1M
59,890
+24%
