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Livermore
Livermore
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HHM Wealth Advisors, LLC

SEC CIK
0001750086
最新申報
2026/7/13

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
800
較 2023 年第 1 季 −14
總值
$5.33 億
較 2023 年第 1 季 +$4,359 萬 (+8.9%)
申報日
2023/8/14
SEC
HHM Wealth Advisors, LLC 在 2023 年第 2 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 ETF808524797ETF1,381,470$1.00 億18.8%+37,339+2.8%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF1,111,601$8,331 萬15.6%+11,680+1.1%加碼–
Schwab U.S. Broad Market ETF808524102ETF1,501,649$7,764 萬14.6%+22,831+1.5%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF550,597$3,911 萬7.3%+17,920+3.4%加碼–
Schwab International Equity ETF808524805ETF539,076$1,922 萬3.6%+15,062+2.9%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF448,652$1,826 萬3.4%+31,638+7.6%加碼–
Vanguard Real Estate ETF922908553ETF196,105$1,639 萬3.1%+20,161+11.5%加碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF454,929$1,218 萬2.3%+16,015+3.6%加碼–
Schwab U.S. Small-Cap ETF808524607ETF262,664$1,150 萬2.2%+3,498+1.3%加碼–
Vanguard Dividend Appreciation ETF921908844ETF58,387$948.4 萬1.8%+3,585+6.5%加碼–
AAPLApple Inc.Stock47,926$929.6 萬1.7%+4,794+11.1%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF204,480$660.3 萬1.2%+15,694+8.3%加碼–
MSFTMicrosoft CorpStock17,389$592.2 萬1.1%+80.0%加碼歷史
AMZNAmazon Com IncStock40,689$530.4 萬1.0%+13,014+47.0%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF61,775$459.2 萬0.9%−6,389−9.4%減碼–
Schwab Fundamental U.S. Small Company ETF808524763ETF88,016$444.0 萬0.8%−4,576−4.9%減碼–
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER30,836$301.5 萬0.6%−3,089−9.1%減碼–
SPDR Series Trust78468R721STATE STREET SPD64,352$297.0 萬0.6%−6,981−9.8%減碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B43,907$249.1 萬0.5%−457−1.0%減碼–
iShares Tr46432F859CORE 1 5 YR USD53,144$247.9 萬0.5%−12,113−18.6%減碼–
SPDR Index Shs FDS78463X848ST STR ACWI ETF94,644$247.3 萬0.5%00.0%不變–
Vanguard Morningstar Growth ETF922908736ETF8,000$226.4 萬0.4%+769+10.6%加碼–
NSCNorfolk Southern CorpStock9,448$214.2 萬0.4%+11+0.1%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF51,703$212.3 萬0.4%+140+0.3%加碼–
VanEck Morningstar Wide Moat ETF92189F643ETF25,439$203.0 萬0.4%00.0%不變–
HDHome Depot, Inc.Stock5,896$183.2 萬0.3%+786+15.4%加碼歷史
Schwab U.S. REIT ETF808524847ETF91,670$179.0 萬0.3%−937−1.0%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD22,552$170.6 萬0.3%−1,962−8.0%減碼–
HCAHCA Healthcare, Inc.COM5,493$166.7 萬0.3%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF3,710$165.4 萬0.3%+1,276+52.4%加碼–
Invesco S&P 500 Quality ETF46137V241ETF28,791$145.3 萬0.3%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF38,008$143.3 萬0.3%+538+1.4%加碼–
LLYEli Lilly & CoStock2,938$137.8 萬0.3%−53−1.8%減碼歷史
SOSouthern CoStock18,060$126.9 萬0.2%00.0%不變歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF3,947$116.1 萬0.2%+425+12.1%加碼–
Vanguard S&P 500 ETF922908363ETF2,775$113.0 萬0.2%−10.0%減碼–
GOOGAlphabet Inc.Stock9,306$112.6 萬0.2%+2,569+38.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,436$111.3 萬0.2%+260+3.6%加碼–
Invesco QQQ Trust Series I46090E103ETF2,954$109.1 萬0.2%+505+20.6%加碼–
PGProcter & Gamble CoStock7,169$108.8 萬0.2%−263−3.5%減碼歷史
CSCOCisco Systems, Inc.Stock20,481$106.0 萬0.2%−295−1.4%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,706$103.7 萬0.2%+98+2.1%加碼–
GOOGLAlphabet Inc.Stock8,147$97.5 萬0.2%00.0%不變歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF20,382$97.5 萬0.2%+91+0.4%加碼–
MRKMerck & Co., Inc.Stock8,314$95.9 萬0.2%−20−0.2%減碼歷史
JPMJPMorgan Chase & CoStock6,478$94.2 萬0.2%−91−1.4%減碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ16,510$85.7 萬0.2%+37+0.2%加碼–
TSLATesla, Inc.Stock3,189$83.5 萬0.2%+1,678+111.1%加碼歷史
CATCaterpillar IncStock3,310$81.4 萬0.2%−550−14.2%減碼歷史
MAAMid America Apartment Communities Inc.COM5,259$79.9 萬0.1%+483+10.1%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV6,499$79.7 萬0.1%00.0%不變–
Schwab U.S. Large-Cap ETF808524201ETF14,978$78.4 萬0.1%+179+1.2%加碼–
Invesco Actively Managed Exc46090A879VAR RATE INVT30,930$77.0 萬0.1%00.0%不變–
RFRegions Financial CorpCOM42,274$75.3 萬0.1%+321+0.8%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF16,285$75.2 萬0.1%−111−0.7%減碼–
PNFPPinnacle Financial Partners, Inc.COM12,814$72.6 萬0.1%+945+8.0%加碼歷史
TMToyota Motor CorpADS4,435$71.3 萬0.1%−14−0.3%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD14,176$71.2 萬0.1%−106−0.7%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF8,991$67.6 萬0.1%00.0%不變–
Vanguard High Dividend Yield Index ETF921946406ETF6,271$66.5 萬0.1%−197−3.0%減碼–
EMREmerson Electric CoStock7,152$64.6 萬0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF10,552$64.4 萬0.1%+27+0.3%加碼–
Schwab Emerging Markets Equity ETF808524706ETF26,012$64.1 萬0.1%+88+0.3%加碼–
NVDANVIDIA CorpStock1,456$61.6 萬0.1%−13−0.9%減碼歷史
JNJJohnson & JohnsonStock3,630$60.1 萬0.1%−80−2.2%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF11,414$58.8 萬0.1%+4,000+54.0%加碼–
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV13,575$57.9 萬0.1%+5,000+58.3%加碼–
iShares Tr46436E7180-3 MTH TREASURY5,740$57.8 萬0.1%−1,325−18.8%減碼–
UBERUber Technologies, IncStock12,955$55.9 萬0.1%+1,947+17.7%加碼歷史
iShares S&P 500 Growth ETF464287309ETF7,907$55.7 萬0.1%00.0%不變–
Schwab U.S. Large-Cap Value ETF808524409ETF8,141$54.6 萬0.1%+28+0.3%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF2,084$54.5 萬0.1%+133+6.8%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF5,494$53.8 萬0.1%+73+1.3%加碼–
UNHUnitedHealth Group IncStock1,073$51.6 萬0.1%+295+37.9%加碼歷史
ABBVAbbVie Inc.Stock3,687$49.7 萬0.1%00.0%不變歷史
UNPUnion Pacific CorpStock2,373$48.6 萬0.1%00.0%不變歷史
iShares Tr464287119MORNINGSTAR GRWT7,625$47.5 萬0.1%00.0%不變–
TXNTexas Instruments IncStock2,625$47.3 萬0.1%+770+41.5%加碼歷史
XOMExxonMobil Holdings CorpCOM4,402$47.2 萬0.1%+10.0%加碼歷史
TTDTrade Desk, Inc.Stock6,100$47.1 萬0.1%00.0%不變歷史
BACBank of America CorpStock15,992$45.9 萬0.1%+215+1.4%加碼歷史
GEGeneral Electric CoStock3,972$43.6 萬0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,184$43.4 萬0.1%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF937$41.5 萬0.1%+90+10.6%加碼歷史
DHRDanaher CorpStock1,708$41.0 萬0.1%−11−0.6%減碼歷史
iShares Tr46435U853BROAD USD HIGH11,098$39.2 萬0.1%00.0%不變–
PEPPepsiCo IncStock2,060$38.2 萬0.1%−10−0.5%減碼歷史
FTNTFortinet, Inc.Stock5,000$37.8 萬0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock3,406$37.1 萬0.1%−143−4.0%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,615$35.6 萬0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF3,735$35.5 萬0.1%00.0%不變–
RMBSRambus IncCOM5,500$35.3 萬0.1%+2,000+57.1%加碼歷史
DEDeere & CoStock865$35.0 萬0.1%00.0%不變歷史
VVisa Inc.Stock1,458$34.6 萬0.1%−22−1.5%減碼歷史
CSXCSX CorpStock10,026$34.2 萬0.1%00.0%不變歷史
Vanguard Health Care ETF92204A504ETF1,365$33.4 萬0.1%00.0%不變–
KOCoca Cola CoStock5,513$33.2 萬0.1%−40−0.7%減碼歷史
Schwab Fundamental International Small Equity ETF808524748ETF9,891$32.8 萬0.1%+147+1.5%加碼–
DALDelta Air Lines, Inc.COM NEW6,864$32.6 萬0.1%−1,731−20.1%減碼歷史
MOAltria Group, Inc.Stock7,198$32.6 萬0.1%00.0%不變歷史

2023 年第 1 季之後清倉（71 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

HHM Wealth Advisors, LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
Kraneshares Trust500767652MOUNT LUCAS ETF10,060$29.7 萬0.1%–
iShares Tr46434V613CORE UNIVRSL USD5,788$26.7 萬0.1%–
SPDR Ser Tr78464A813S&P 600 SML CAP721$6.06 萬<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF169$3.16 萬<0.1%–
iShares Tips Bond ETF464287176ETF277$3.05 萬<0.1%–
ABBNYABB LtdSPONSORED ADR488$1.67 萬<0.1%歷史
CMECME Group Inc.COM71$1.36 萬<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP296$1.23 萬<0.1%–
CLFCleveland-Cliffs Inc.COM600$1.10 萬<0.1%歷史
CIENCiena CorpCOM NEW191$1.00 萬<0.1%歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD145$6,560<0.1%–
SWKStanley Black & Decker, Inc.COM80$6,447<0.1%歷史
VEEVVeeva Systems IncStock34$6,249<0.1%歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF214$5,624<0.1%–
ASTEAstec Industries IncCOM100$4,125<0.1%歷史
ALLYAlly Financial Inc.Stock148$3,773<0.1%歷史
ALCAlcon IncStock53$3,739<0.1%歷史
LENLennar CorpCL A35$3,679<0.1%歷史
ANSSAnsys IncCOM10$3,328<0.1%歷史
PHParker-Hannifin CorpStock9$3,025<0.1%歷史
PANWPalo Alto Networks IncStock15$2,997<0.1%歷史
AMPAmeriprise Financial IncCOM9$2,759<0.1%歷史
GWWW.W. Grainger, Inc.Stock4$2,756<0.1%歷史
COLDAmericold Realty TrustCOM90$2,561<0.1%歷史
MLMMartin Marietta Materials IncCOM7$2,486<0.1%歷史
XELXcel Energy IncStock36$2,428<0.1%歷史
CFLTConfluent, Inc.CLASS A COM100$2,407<0.1%歷史
MNSTMonster Beverage CorpCOM44$2,377<0.1%歷史
XYLXylem Inc.COM22$2,304<0.1%歷史
ATOAtmos Energy CorpCOM20$2,248<0.1%歷史
CTRACoterra Energy Inc.Stock91$2,234<0.1%歷史
RPMRPM International IncCOM24$2,094<0.1%歷史
DXCMDexcom IncCOM17$1,976<0.1%歷史
GDGeneral Dynamics CorpStock8$1,826<0.1%歷史
ECLEcolab Inc.Stock11$1,821<0.1%歷史
HRHealthcare Realty Trust IncCL A COM93$1,798<0.1%歷史
TEAMAtlassian CorpCL A10$1,712<0.1%歷史
APTVAptiv PLCSHS15$1,683<0.1%歷史
STZConstellation Brands, Inc.Stock7$1,582<0.1%歷史
CFRCullen/Frost Bankers, Inc.COM15$1,581<0.1%歷史
iShares Tr46435G409MSCI INTL VLU FT63$1,562<0.1%–
WPPWPP plcADR26$1,548<0.1%歷史
SLFSun Life Financial IncCOM33$1,542<0.1%歷史
SRCSpirit Realty Capital, Inc.COM NEW38$1,514<0.1%歷史
OSKOshkosh CorpCOM18$1,498<0.1%歷史
AIRCApartment Income REIT Corp.COM41$1,469<0.1%歷史
JLLJones Lang Lasalle IncCOM10$1,455<0.1%歷史
WDAYWorkday, Inc.CL A7$1,446<0.1%歷史
iShares Select U.S. REIT ETF464287564ETF26$1,445<0.1%–
SPLKSplunk IncCOM13$1,247<0.1%歷史
HIWHighwoods Properties, Inc.COM52$1,206<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock7$1,166<0.1%歷史
MACMacerich CoCOM110$1,166<0.1%歷史
MGAMagna International IncCOM20$1,072<0.1%歷史
First Rep BK San Francisco C33616C100COM75$1,050<0.1%–
SESea LtdSPONSORD ADS12$1,039<0.1%歷史
Skillsoft Corp.83066P119*W EXP 06/11/2024,150$1,038<0.1%–
VODVodafone Group Public Ltd CoADR92$1,016<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 10170$995<0.1%歷史
BYDBoyd Gaming CorpCOM14$898<0.1%歷史
AMCRAmcor plcORD68$774<0.1%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW37$679<0.1%歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF15$658<0.1%–
SITCSITE Centers Corp.COM46$565<0.1%歷史
VanEck Semiconductor ETF92189F676ETF2$527<0.1%–
UUnity Software Inc.COM16$520<0.1%歷史
SKILSkillsoft Corp.CL A195$390<0.1%歷史
XPXP Inc.CL A20$238<0.1%歷史
RADNew Rite Aid, LLCCOM23$52<0.1%歷史
Multiplan Corporation62548M118*W EXP 02/13/202260$24<0.1%–
CTEVClaritev CorpCOM10$11<0.1%歷史