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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 99
减持 44
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SERIES TRUST
-$238.0M
2,767,124
-42%
增持
QLTY
GMO ETF TRUST
+$194.4M
5,905,175
+1079%
增持
VTI
VANGUARD INDEX FDS
-$97.6M
8,726,405
+1%
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
JCPB
J P MORGAN EXCHANGE TRADED F
+$90.0M
14,422,179
+16%
增持
MSFT
MICROSOFT CORP
-$56.7M
540,626
+2%
增持
AVUS
AMERICAN CENTY ETF TR
+$52.0M
5,744,706
+9%
增持
VXUS
VANGUARD STAR FDS
+$47.5M
8,063,098
+6%
减持
IVW
ISHARES TR
-$39.4M
2,236,643
-6%
减持
TROW
PRICE T ROWE GROUP INC
-$24.9M
1,010,026
-11%
增持
—
EXXON MOBIL CORP
+$19.6M
348,977
+6%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$19.2M
2,551,982
+17%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$18.1M
468,856
-1%
增持
AAPL
APPLE INC
-$15.9M
1,611,342
+3%
增持
ALB
ALBEMARLE CORP
+$15.6M
403,557
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$14.5M
5,763,602
+1%
减持
—
ACCENTURE PLC IRELAND
-$13.0M
117,501
-13%
增持
JNJ
JOHNSON & JOHNSON
+$12.8M
303,233
+2%
减持
MINT
PIMCO ETF TR
-$12.5M
305,731
-29%
减持
HD
HOME DEPOT INC
-$12.1M
679,680
-1%
增持
CVX
CHEVRON CORPORATION
+$10.4M
187,340
+1%
增持
AMZN
AMAZON COM INC
-$9.9M
646,705
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$9.9M
6,595,221
-1%
减持
V
VISA INC
-$9.7M
194,330
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$9.2M
1,737,859
-5%
减持
ITOT
ISHARES TR
-$9.0M
1,002,300
-2%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$8.5M
27
-27%
增持
ORCL
ORACLE CORP
-$8.5M
185,529
+1%
增持
GOOG
ALPHABET INC
-$7.3M
346,079
+2%
增持
CAT
CATERPILLAR INC
+$7.2M
46,888
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.1M
1,643,156
+4%
增持
COST
COSTCO WHOLESALE CORPORATION
+$6.9M
30,632
+12%
增持
WMT
WALMART INC
+$6.8M
437,733
+3%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$6.8M
1,210,171
-13%
增持
KO
COCA COLA CO
+$5.9M
629,106
+5%
增持
ATLC
ATLANTICUS HOLDINGS CORP
+$5.8M
118,788
+1762%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.6M
9,550,931
+1%
增持
T
AT&T INC
+$5.6M
1,120,220
+3%
增持
LLY
ELI LILLY & CO
-$5.6M
63,028
+7%
减持
U
UNITY SOFTWARE INC
-$5.5M
247,792
-0%
增持
TSLA
TESLA INC
-$5.5M
117,245
+7%
减持
INTU
INTUIT
-$5.4M
8,258
-39%
增持
Z
ZILLOW GROUP INC
-$5.3M
202,800
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$5.2M
1,060,539
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$5.2M
1,278,772
-5%
减持
IGM
ISHARES TR
-$5.1M
115,929
-20%
增持
MRK
MERCK & CO INC
+$5.0M
241,439
+6%
增持
GOOGL
ALPHABET INC
-$4.8M
455,267
+5%
增持
MU
MICRON TECHNOLOGY INC
+$4.7M
40,117
+29%
增持
GEV
GE VERNOVA INC
+$4.6M
15,964
+12%
清仓
—
ASTRAZENECA PLC
-$4.6M
0
-100%
增持
META
META PLATFORMS INC
-$4.6M
100,664
+7%
增持
ALL
ALLSTATE CORP
+$4.5M
37,140
+142%
增持
AXP
AMERICAN EXPRESS CO
-$4.4M
66,907
+1%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$4.2M
752,086
-10%
增持
GSLC
GOLDMAN SACHS ETF TR
-$4.1M
1,248,350
+3%
增持
VOO
VANGUARD INDEX FDS
-$3.9M
196,976
+2%
增持
JPM
JPMORGAN CHASE & CO
-$3.9M
263,834
+4%
增持
AMAT
APPLIED MATLS INC
+$3.8M
36,844
+8%
增持
MS
MORGAN STANLEY
+$3.8M
112,615
+36%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.8M
26,063
-9%
减持
NOW
SERVICENOW INC
-$3.8M
50,064
-15%
增持
ABT
ABBOTT LABORATORIES
-$3.8M
179,588
+1%
增持
GLW
CORNING INC
+$3.7M
72,301
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.5M
1,987,725
+9%
增持
HDV
ISHARES TR
+$3.5M
168,114
+6%
减持
LRCX
LAM RESEARCH CORP
+$3.5M
114,207
-6%
减持
CRM
SALESFORCE INC
-$3.4M
37,359
-5%
增持
QQQ
INVESCO QQQ TR
-$3.4M
97,210
+0%
减持
SPGI
S&P GLOBAL INC
-$3.3M
16,495
-17%
减持
AVDE
AMERICAN CENTY ETF TR
+$3.3M
1,664,927
-1%
增持
EFA
ISHARES TR
+$3.3M
306,508
+11%
增持
MA
MASTERCARD INCORPORATED
-$3.3M
52,428
+2%
增持
HON
HONEYWELL INTL INC
+$3.2M
92,990
+2%
增持
MGK
VANGUARD WORLD FD
-$3.2M
75,664
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
295,068
+17%
增持
AVGO
BROADCOM INC
-$3.1M
266,735
+8%
增持
PWR
QUANTA SVCS INC
+$3.1M
22,395
+2%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.1M
57,814
减持
KKR
KKR & CO INC
-$3.1M
77,859
-3%
减持
ISRG
INTUITIVE SURGICAL INC
-$3.0M
27,536
-1%
增持
KLAC
KLA CORP
+$3.0M
8,596
+8%
增持
SCHX
SCHWAB STRATEGIC TR
-$2.9M
3,067,334
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.9M
94,006
+8%
减持
ILOW
AB ACTIVE ETFS INC
-$2.9M
322,516
-18%
增持
GLD
SPDR GOLD TR
+$2.9M
68,661
+2%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$2.8M
20,728
-18%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
220,760
+0%
减持
IXUS
ISHARES TR
-$2.8M
180,736
-17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.8M
208,337
+10%
增持
COP
CONOCOPHILLIPS
+$2.7M
59,939
+8%
减持
BX
BLACKSTONE INC
-$2.7M
53,438
-7%
减持
AVUV
AMERICAN CENTY ETF TR
+$2.7M
361,409
-1%
增持
INTC
INTEL CORP
+$2.6M
235,066
+12%
增持
—
LINDE PLC
+$2.6M
20,264
+15%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
70,402
+19%
增持
IWF
ISHARES TR
-$2.5M
106,056
+5%
增持
FITB
FIFTH THIRD BANCORP
+$2.5M
126,840
+75%
增持
PSX
PHILLIPS 66
+$2.5M
38,070
+10%
减持
UBER
UBER TECHNOLOGIES INC
-$2.5M
171,158
-5%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
16,955
+5%
建仓
—
TOTALENERGIES SE
+$2.4M
26,082
减持
ADBE
ADOBE INC
-$2.4M
16,582
-10%
增持
WDC
WESTERN DIGITAL CORP
+$2.4M
15,023
+53%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
49,228
+4%
增持
DE
DEERE & CO
+$2.3M
15,233
+13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
46,674
+2%
减持
CSGP
COSTAR GROUP INC
-$2.3M
66,457
-10%
增持
MPC
MARATHON PETE CORP
+$2.3M
26,525
+3%
增持
AXSM
AXSOME THERAPEUTICS INC.
+$2.3M
50,237
+47%
增持
MUB
ISHARES TR
+$2.2M
26,799
+380%
增持
DHR
DANAHER CORP DEL
-$2.2M
57,271
+1%
增持
RTX
RTX CORPORATION
+$2.1M
163,866
+2%
减持
VNQ
VANGUARD INDEX FDS
-$2.1M
42,888
-36%
增持
IJS
ISHARES TR
+$2.1M
31,995
+117%
增持
VUG
VANGUARD INDEX FDS
-$2.1M
80,808
+5%
增持
GNR
SPDR INDEX SHS FDS
+$2.1M
34,696
+308%
减持
FDX
FEDEX CORP
+$2.0M
31,962
-1%
增持
VLO
VALERO ENERGY CORP
+$2.0M
21,234
+8%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
1,125,283
+8%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.0M
12,564
+39%
增持
FIX
COMFORT SYS USA INC
+$2.0M
3,173
+24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.0M
109,993
+26%
增持
NFLX
NETFLIX INC.
+$2.0M
237,387
+7%
减持
QCOM
QUALCOMM INC
-$1.9M
44,694
-1%
增持
TXN
TEXAS INSTRS INC
+$1.9M
83,589
+1%
增持
SNDK
SANDISK CORP
+$1.9M
4,390
+20%
增持
PEP
PEPSICO INC
+$1.9M
149,599
+1%
增持
—
CRH PLC
-$1.9M
117,286
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$1.9M
170,845
+1%
减持
VEEV
VEEVA SYS INC
-$1.8M
12,653
-31%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$1.8M
15,047
-22%
减持
HOOD
ROBINHOOD MKTS INC
-$1.8M
23,081
-24%
增持
—
EATON CORP PLC
+$1.8M
29,897
+7%
减持
VGT
VANGUARD WORLD FD
-$1.8M
29,116
-1%
增持
VRT
VERTIV HOLDINGS CO
+$1.8M
12,025
+55%
增持
PM
PHILIP MORRIS INTL INC
+$1.7M
102,958
+8%
减持
VLTO
VERALTO CORP
-$1.7M
30,965
-30%
增持
BAC
BANK AMERICA CORP
-$1.7M
427,643
+4%
减持
SO
SOUTHERN CO
+$1.7M
191,309
-1%
建仓
IEV
ISHARES TR
+$1.7M
24,772
增持
VB
VANGUARD INDEX FDS
+$1.7M
91,104
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
96,614
+9%
增持
WFC
WELLS FARGO & CO
-$1.7M
144,344
+2%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
49,074
增持
MGMT
UNIFIED SER TR
+$1.6M
40,745
+790%
增持
GILD
GILEAD SCIENCES INC
+$1.6M
56,970
+11%
增持
APP
APPLOVIN CORP
-$1.6M
7,205
+8%
建仓
EQBK
EQUITY BANCSHARES INC
+$1.6M
35,681
减持
HEI/A
HEICO CORP NEW
-$1.6M
27,472
-6%
