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Livermore
Livermore
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HHM Wealth Advisors, LLC

SEC CIK
0001750086
最新申報
2026/7/13

2022 年第 3 季持倉

持倉截至 2022/9/30，2022/11/4 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
679
較 2022 年第 2 季 −140
總值
$3.80 億
較 2022 年第 2 季 −$998.9 萬 (−2.6%)
申報日
2022/11/4
SEC
HHM Wealth Advisors, LLC 在 2022 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Schwab US Dividend Equity ETF808524797ETF1,249,778$8,302 萬21.8%+59,118+5.0%加碼–
Schwab U.S. Broad Market ETF808524102ETF1,443,206$6,060 萬15.9%+119,794+9.1%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF919,045$5,129 萬13.5%+84,930+10.2%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF458,462$2,775 萬7.3%+65,778+16.8%加碼–
Schwab International Equity ETF808524805ETF383,542$1,079 萬2.8%+71,085+22.8%加碼–
Vanguard Real Estate ETF922908553ETF132,759$1,064 萬2.8%+5,026+3.9%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF311,263$1,012 萬2.7%+68,806+28.4%加碼–
Schwab U.S. Small-Cap ETF808524607ETF231,614$875.5 萬2.3%+13,432+6.2%加碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF347,575$814.7 萬2.1%+60,014+20.9%加碼–
Vanguard Dividend Appreciation ETF921908844ETF51,532$696.5 萬1.8%+663+1.3%加碼–
AAPLApple Inc.Stock43,857$606.1 萬1.6%−2,586−5.6%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF75,058$496.1 萬1.3%−585−0.8%減碼–
Schwab Fundamental International Equity ETF808524755ETF158,274$398.1 萬1.0%+27,112+20.7%加碼–
MSFTMicrosoft CorpStock16,803$391.3 萬1.0%−1,304−7.2%減碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF71,603$304.5 萬0.8%+17,334+31.9%加碼–
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER35,341$302.2 萬0.8%−5,563−13.6%減碼–
iShares Tr46432F859CORE 1 5 YR USD57,849$266.7 萬0.7%−732−1.2%減碼–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF63,040$243.9 萬0.6%+2,480+4.1%加碼–
SPDR Series Trust78468R721STATE STREET SPD52,226$229.7 萬0.6%−12,455−19.3%減碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B44,376$209.1 萬0.5%−337−0.8%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD27,488$204.2 萬0.5%−2,490−8.3%減碼–
SPDR Index Shs FDS78463X848ST STR ACWI ETF94,644$200.7 萬0.5%00.0%不變–
NSCNorfolk Southern CorpStock9,417$197.4 萬0.5%+9+0.1%加碼歷史
AMZNAmazon Com IncStock17,451$197.2 萬0.5%−1,521−8.0%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF25,439$152.6 萬0.4%00.0%不變–
HDHome Depot, Inc.Stock5,138$141.8 萬0.4%−163−3.1%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF28,791$114.4 萬0.3%00.0%不變–
SOSouthern CoStock15,927$108.3 萬0.3%−415−2.5%減碼歷史
HCAHCA Healthcare, Inc.COM5,454$100.2 萬0.3%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,876$100.2 萬0.3%−500−6.0%減碼–
PGProcter & Gamble CoStock7,570$95.6 萬0.3%−611−7.5%減碼歷史
LLYEli Lilly & CoStock2,892$93.5 萬0.2%00.0%不變歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ21,692$92.9 萬0.2%−616−2.8%減碼–
PNFPPinnacle Financial Partners, Inc.COM11,419$92.6 萬0.2%00.0%不變歷史
Schwab U.S. REIT ETF808524847ETF45,753$85.5 萬0.2%+86+0.2%加碼–
Invesco Actively Managed Exc46090A879VAR RATE INVT30,930$76.1 萬0.2%00.0%不變–
CSCOCisco Systems, Inc.Stock18,801$75.2 萬0.2%−402−2.1%減碼歷史
MRKMerck & Co., Inc.Stock8,523$73.4 萬0.2%−1,491−14.9%減碼歷史
GOOGLAlphabet Inc.Stock7,513$71.9 萬0.2%−1,927−20.4%減碼依 20 比 1 拆股換算歷史
SPDR Series Trust78464A763ST STR SP DIV6,378$71.1 萬0.2%00.0%不變–
MAAMid America Apartment Communities Inc.COM4,479$69.5 萬0.2%+59+1.3%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF8,991$66.1 萬0.2%00.0%不變–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF2,897$65.6 萬0.2%00.0%不變–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,668$64.2 萬0.2%−302−4.3%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF6,271$59.5 萬0.2%−2,150−25.5%減碼–
JNJJohnson & JohnsonStock3,578$58.5 萬0.2%−512−12.5%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF25,868$57.9 萬0.2%00.0%不變–
iShares Tr46436E7180-3 MTH TREASURY5,767$57.8 萬0.2%+67+1.2%加碼–
Vanguard S&P 500 ETF922908363ETF1,701$55.9 萬0.1%+1+0.1%加碼–
TMToyota Motor CorpADS4,278$55.7 萬0.1%+303+7.6%加碼歷史
iShares S&P 500 Growth ETF464287309ETF9,187$53.1 萬0.1%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF14,593$52.5 萬0.1%+14,306+4,984.7%加碼–
CATCaterpillar IncStock3,142$51.6 萬0.1%+224+7.7%加碼歷史
EMREmerson Electric CoStock7,034$51.5 萬0.1%−998−12.4%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF8,670$50.7 萬0.1%−28−0.3%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF2,270$49.8 萬0.1%00.0%不變–
ABBVAbbVie Inc.Stock3,697$49.6 萬0.1%−1,544−29.5%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF10,897$49.4 萬0.1%+525+5.1%加碼–
BACBank of America CorpStock16,254$49.1 萬0.1%−50−0.3%減碼歷史
JPMJPMorgan Chase & CoStock4,654$48.6 萬0.1%−834−15.2%減碼歷史
XOMExxonMobil Holdings CorpCOM5,522$48.2 萬0.1%−631−10.3%減碼歷史
UNPUnion Pacific CorpStock2,391$46.6 萬0.1%−424−15.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF1,287$46.2 萬0.1%−581−31.1%減碼–
Schwab U.S. Large-Cap ETF808524201ETF10,714$45.4 萬0.1%+30.0%加碼–
DHRDanaher CorpStock1,660$42.9 萬0.1%−247−13.0%減碼歷史
GOOGAlphabet Inc.Stock4,424$42.5 萬0.1%+364+9.0%加碼依 20 比 1 拆股換算歷史
UBERUber Technologies, IncStock15,740$41.7 萬0.1%+4,555+40.7%加碼歷史
TTDTrade Desk, Inc.Stock6,875$41.1 萬0.1%−79−1.1%減碼歷史
iShares Tr464287119MORNINGSTAR GRWT8,425$40.7 萬0.1%00.0%不變–
iShares Tr46435U853BROAD USD HIGH11,098$37.3 萬0.1%00.0%不變–
Alps ETF Tr00162Q452ALERIAN MLP9,687$35.4 萬0.1%−1,015−9.5%減碼–
DEDeere & CoStock1,019$34.0 萬0.1%00.0%不變歷史
AMGNAmgen IncStock1,497$33.7 萬0.1%−375−20.0%減碼歷史
IAUiShares Gold TrustETF10,281$32.4 萬0.1%+2,616+34.1%加碼歷史
UNHUnitedHealth Group IncStock632$31.9 萬0.1%−213−25.2%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,746$31.3 萬0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF3,735$30.8 萬0.1%00.0%不變–
PEPPepsiCo IncStock1,877$30.6 萬0.1%−435−18.8%減碼歷史
Vanguard Health Care ETF92204A504ETF1,365$30.5 萬0.1%00.0%不變–
MOAltria Group, Inc.Stock7,453$30.1 萬0.1%−300−3.9%減碼歷史
KOCoca Cola CoStock5,356$30.0 萬0.1%−2,673−33.3%減碼歷史
ABTAbbott LaboratoriesStock3,101$30.0 萬0.1%−184−5.6%減碼歷史
SPYSPDR S&P 500 ETF TrustETF832$29.7 萬0.1%−10−1.2%減碼歷史
DBX ETF Tr233051432XTRACK USD HIGH8,743$28.6 萬0.1%00.0%不變–
TSLATesla, Inc.Stock1,073$28.5 萬0.1%+11+1.0%加碼依 3 比 1 拆股換算歷史
PFEPfizer IncStock6,255$27.4 萬0.1%−430−6.4%減碼歷史
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB12,913$26.9 萬0.1%00.0%不變–
CSXCSX CorpStock10,026$26.7 萬0.1%00.0%不變歷史
Schwab Fundamental International Small Equity ETF808524748ETF9,805$26.7 萬0.1%−250−2.5%減碼–
FHNFirst Horizon CorpCOM11,670$26.7 萬0.1%−1,975−14.5%減碼歷史
GEGeneral Electric CoStock4,231$26.2 萬0.1%−1,187−21.9%減碼歷史
TFCTruist Financial CorpCOM5,940$25.9 萬0.1%−129−2.1%減碼歷史
TXNTexas Instruments IncStock1,613$25.0 萬0.1%−341−17.5%減碼歷史
TSCOTractor Supply CoCOM1,345$25.0 萬0.1%+100+8.0%加碼歷史
FTNTFortinet, Inc.Stock5,000$24.6 萬0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF6,432$23.4 萬0.1%00.0%不變–
VVisa Inc.Stock1,304$23.2 萬0.1%−4,805−78.7%減碼歷史
DISWalt Disney CoStock2,339$22.1 萬0.1%−825−26.1%減碼歷史
WFCWells Fargo & CompanyStock5,471$22.0 萬0.1%−1,706−23.8%減碼歷史
NVDANVIDIA CorpStock1,789$21.7 萬0.1%−143−7.4%減碼歷史

2022 年第 2 季之後清倉（169 檔）

2022 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 169 檔。

HHM Wealth Advisors, LLC 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
FRDFriedman Industries IncCOM88,430$72.0 萬0.2%歷史
Vanguard Financials ETF92204A405ETF5,355$41.3 萬0.1%–
WisdomTree Tr97717W331GLB EX US RL EST17,938$32.9 萬0.1%–
iShares Tr464288281JPMORGAN USD EMG2,631$22.4 萬0.1%–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT14,385$19.7 萬0.1%歷史
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN8,000$17.7 萬<0.1%歷史
iShares Tips Bond ETF464287176ETF1,406$16.0 萬<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI5,700$13.4 萬<0.1%–
BXBlackstone Inc.COM1,350$12.3 萬<0.1%歷史
GDVGabelli Dividend & Income TrustCOM5,400$11.0 萬<0.1%歷史
UBSUBS Group AGStock6,500$10.5 萬<0.1%歷史
ADPAutomatic Data Processing IncStock489$10.3 萬<0.1%歷史
BOEBlackRock Enhanced Global Dividend TrustCOM10,000$9.80 萬<0.1%歷史
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER18,000$9.10 萬<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM6,283$8.80 萬<0.1%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF1,600$8.60 萬<0.1%–
YUMYum Brands IncStock719$8.20 萬<0.1%歷史
EMNEastman Chemical CoStock887$8.00 萬<0.1%歷史
TRVTravelers Companies, Inc.Stock474$8.00 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD1,693$7.90 萬<0.1%–
TRGPTarga Resources Corp.COM1,300$7.80 萬<0.1%歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF700$7.70 萬<0.1%–
MDLZMondelez International, Inc.Stock1,155$7.20 萬<0.1%歷史
SPDR Series Trust78468R739ST NUVE TERM ETF1,475$7.00 萬<0.1%–
AMPAmeriprise Financial IncCOM285$6.80 萬<0.1%歷史
VanEck ETF Trust92189F460CEF MUNI INCOME2,900$6.70 萬<0.1%–
GSKGSK plcSPONSORED ADR1,527$6.60 萬<0.1%歷史
NRGNRG Energy, Inc.Stock1,400$5.30 萬<0.1%歷史
AMEAmetek IncCOM448$4.90 萬<0.1%歷史
NIMNuveen Select Maturities Municipal FundSH BEN INT5,000$4.60 萬<0.1%歷史
STXSeagate Technology Holdings plcORD SHS600$4.30 萬<0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW1,300$3.90 萬<0.1%–
Atlantica Sustainable Infr PG0751N103SHS1,200$3.90 萬<0.1%–
TUTelus CorpCOM1,600$3.60 萬<0.1%歷史
RVACRiverview Acquisition Corp.CLASS A COM3,500$3.50 萬<0.1%歷史
TROWPrice T Rowe Group IncStock289$3.30 萬<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF398$3.20 萬<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF615$3.10 萬<0.1%–
SNVSynovus Financial CorpCOM NEW825$3.00 萬<0.1%歷史
PGRProgressive CorpStock246$2.90 萬<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF389$2.90 萬<0.1%–
TDToronto Dominion BankStock417$2.70 萬<0.1%歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG819$2.70 萬<0.1%–
PFGPrincipal Financial Group IncCOM400$2.70 萬<0.1%歷史
DGXQuest Diagnostics IncCOM200$2.70 萬<0.1%歷史
XELXcel Energy IncStock362$2.60 萬<0.1%歷史
GDGeneral Dynamics CorpStock118$2.60 萬<0.1%歷史
First Tr Exchange-Traded Alp33735J101COM SHS412$2.60 萬<0.1%–
UVVUniversal CorpCOM409$2.50 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF191$2.40 萬<0.1%–
MUABlackRock Muniassets Fund, Inc.COM2,000$2.40 萬<0.1%歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM2,000$2.30 萬<0.1%歷史
CARRCarrier Global CorpStock579$2.10 萬<0.1%歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX615$1.90 萬<0.1%–
First Tr Exchange-Traded Alp33735K108COM SHS217$1.90 萬<0.1%–
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY366$1.90 萬<0.1%–
EOTEaton Vance National Municipal Opportunities TrustCOM SHS1,075$1.90 萬<0.1%歷史
EXCExelon CorpStock400$1.80 萬<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF339$1.70 萬<0.1%–
FRFirst Industrial Realty Trust IncCOM350$1.70 萬<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF270$1.70 萬<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT349$1.70 萬<0.1%–
TRNOTerreno Realty CorpCOM300$1.70 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM301$1.50 萬<0.1%歷史
EGPEastgroup Properties IncCOM99$1.50 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW141$1.50 萬<0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock58$1.40 萬<0.1%歷史
ZTSZoetis Inc.Stock84$1.40 萬<0.1%歷史
CFGCitizens Financial Group IncCOM400$1.40 萬<0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF292$1.30 萬<0.1%–
OHIOmega Healthcare Investors IncCOM450$1.30 萬<0.1%歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD156$1.30 萬<0.1%–
DSXDiana Shipping Inc.COM2,810$1.30 萬<0.1%歷史
OTISOtis Worldwide CorpStock167$1.20 萬<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF398$1.20 萬<0.1%–
KRGKite Realty Group TrustCOM NEW690$1.20 萬<0.1%歷史
Invesco QQQ Trust Series I46090E103ETF40$1.10 萬<0.1%–
BHKBlackRock Core Bond TrustSHS BEN INT1,000$1.10 萬<0.1%歷史
iShares Tr464287549EXPND TEC SC ETF36$1.10 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP259$1.10 萬<0.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF155$1.10 萬<0.1%–
MRVLMarvell Technology, Inc.COM252$1.10 萬<0.1%歷史
ELVElevance Health, Inc.Stock20$1.00 萬<0.1%歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF75$1.00 萬<0.1%–
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH458$1.00 萬<0.1%–
NXRTNexPoint Residential Trust, Inc.COM156$1.00 萬<0.1%歷史
First Tr Exchange-Traded Alp33735B108COM SHS119$1.00 萬<0.1%–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE227$1.00 萬<0.1%–
SUSuncor Energy IncStock262$9,000<0.1%歷史
First Tr Exchange-Traded FD33734H106SHS243$9,000<0.1%–
IMOImperial Oil LtdCOM NEW195$9,000<0.1%歷史
MGAMagna International IncCOM158$9,000<0.1%歷史
ABEVAmbev S.A.SPONSORED ADR3,513$9,000<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock50$8,000<0.1%歷史
KHCKraft Heinz CoStock200$8,000<0.1%歷史
CEGConstellation Energy CorpStock132$8,000<0.1%歷史
ICLRIcon PLCCOM37$8,000<0.1%歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL96$8,000<0.1%–
FRTFederal Realty Investment TrustSH BEN INT NEW79$8,000<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF91$7,000<0.1%–