HHM Wealth Advisors, LLC

SEC CIK: 0001750086
最新申報: 2026/7/13

SEC 申報列表（在新分頁開啟）

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/11/3 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

持股檔數: 784; 較 2023 年第 2 季 −16
總值: $5.12 億; 較 2023 年第 2 季 −$2,140 萬 (−4.0%)
申報日: 2023/11/3; SEC

HHM Wealth Advisors, LLC 在 2023 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 ETF808524797	ETF	1,443,765	$1.02 億	20.0%	+62,295+4.5%	加碼	–
Schwab U.S. Broad Market ETF808524102	ETF	1,525,091	$7,603 萬	14.9%	+23,442+1.6%	加碼	–
Schwab U.S. Large-Cap Growth ETF808524300	ETF	967,878	$7,038 萬	13.7%	−143,723−12.9%	減碼	–
Schwab U.S. Mid-Cap ETF808524508	ETF	574,019	$3,885 萬	7.6%	+23,422+4.3%	加碼	–
Pacer US Small Cap Cash Cows ETF69374H857	ETF	484,758	$2,021 萬	3.9%	+36,106+8.0%	加碼	–
Schwab International Equity ETF808524805	ETF	564,071	$1,916 萬	3.7%	+24,995+4.6%	加碼	–
Vanguard Real Estate ETF922908553	ETF	225,081	$1,703 萬	3.3%	+28,976+14.8%	加碼	–
Schwab Fundamental Emerging Markets Equity ETF808524730	ETF	447,497	$1,173 萬	2.3%	−7,432−1.6%	減碼	–
Schwab U.S. Small-Cap ETF808524607	ETF	249,949	$1,035 萬	2.0%	−12,715−4.8%	減碼	–
Vanguard Dividend Appreciation ETF921908844	ETF	58,150	$903.5 萬	1.8%	−237−0.4%	減碼	–
AAPLApple Inc.	Stock	47,885	$819.8 萬	1.6%	−41−0.1%	減碼	歷史
Schwab Fundamental International Equity ETF808524755	ETF	214,794	$680.3 萬	1.3%	+10,314+5.0%	加碼	–
MSFTMicrosoft Corp	Stock	17,269	$545.3 萬	1.1%	−120−0.7%	減碼	歷史
AMZNAmazon Com Inc	Stock	40,710	$517.5 萬	1.0%	+21+0.1%	加碼	歷史
Schwab Fundamental U.S. Small Company ETF808524763	ETF	87,519	$424.4 萬	0.8%	−497−0.6%	減碼	–
iShares MSCI USA Min Vol Factor ETF46429B697	ETF	57,664	$417.4 萬	0.8%	−4,111−6.7%	減碼	–
J P Morgan Exchange-Traded F46641Q407	JPMORGAN DIVER	29,458	$276.7 萬	0.5%	−1,378−4.5%	減碼	–
SPDR Series Trust78468R721	STATE STREET SPD	60,865	$266.0 萬	0.5%	−3,487−5.4%	減碼	–
Schwab Strategic Tr808524789	FUNDAMENTAL US B	43,737	$241.0 萬	0.5%	−170−0.4%	減碼	–
SPDR Index Shs FDS78463X848	ST STR ACWI ETF	94,644	$235.6 萬	0.5%	00.0%	不變	–
Vanguard Morningstar Growth ETF922908736	ETF	7,988	$217.5 萬	0.4%	−12−0.2%	減碼	–
iShares Tr46432F859	CORE 1 5 YR USD	45,455	$210.8 萬	0.4%	−7,689−14.5%	減碼	–
SPDR Index Shs FDS78463X749	ST DOW GLOBA ETF	50,619	$193.4 萬	0.4%	−1,084−2.1%	減碼	–
VanEck Morningstar Wide Moat ETF92189F643	ETF	25,439	$192.9 萬	0.4%	00.0%	不變	–
NSCNorfolk Southern Corp	Stock	9,585	$188.8 萬	0.4%	+137+1.5%	加碼	歷史
HDHome Depot, Inc.	Stock	5,730	$173.1 萬	0.3%	−166−2.8%	減碼	歷史
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	21,660	$162.8 萬	0.3%	−892−4.0%	減碼	–
Schwab U.S. REIT ETF808524847	ETF	89,701	$159.2 萬	0.3%	−1,969−2.1%	減碼	–
LLYEli Lilly & Co	Stock	2,934	$157.6 萬	0.3%	−4−0.1%	減碼	歷史
Invesco S&P 500 Quality ETF46137V241	ETF	28,791	$144.1 萬	0.3%	00.0%	不變	–
HCAHCA Healthcare, Inc.	COM	5,493	$135.1 萬	0.3%	00.0%	不變	歷史
State Street Real Estate Select Sector SPDR ETF81369Y860	ETF	37,721	$128.5 萬	0.3%	−287−0.8%	減碼	–
iShares Core S&P 500 ETF464287200	ETF	2,976	$127.8 萬	0.2%	−734−19.8%	減碼	–
GOOGAlphabet Inc.	Stock	9,306	$122.7 萬	0.2%	00.0%	不變	歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282	ETF	39,820	$112.1 萬	0.2%	+350+0.9%	加碼依 10 比 1 拆股換算	–
SOSouthern Co	Stock	16,997	$110.0 萬	0.2%	−1,063−5.9%	減碼	歷史
Vanguard S&P 500 ETF922908363	ETF	2,776	$109.0 萬	0.2%	+10.0%	加碼	–
CSCOCisco Systems, Inc.	Stock	20,001	$107.5 萬	0.2%	−480−2.3%	減碼	歷史
PGProcter & Gamble Co	Stock	7,349	$107.2 萬	0.2%	+180+2.5%	加碼	歷史
GOOGLAlphabet Inc.	Stock	8,144	$106.6 萬	0.2%	−30.0%	減碼	歷史
Invesco Exchange Traded FD T46137V357	S&P500 EQL WGT	7,436	$105.4 萬	0.2%	00.0%	不變	–
Invesco QQQ Trust Series I46090E103	ETF	2,829	$101.4 萬	0.2%	−125−4.2%	減碼	–
Schwab US Aggregate Bond ETF808524839	ETF	22,667	$100.3 萬	0.2%	+6,382+39.2%	加碼	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	4,696	$99.7 萬	0.2%	−10−0.2%	減碼	–
CATCaterpillar Inc	Stock	3,553	$97.0 萬	0.2%	+243+7.3%	加碼	歷史
iShares Tr46436E718	0-3 MTH TREASURY	9,622	$96.9 萬	0.2%	+3,882+67.6%	加碼	–
UBERUber Technologies, Inc	Stock	20,955	$96.4 萬	0.2%	+8,000+61.8%	加碼	歷史
JPMJPMorgan Chase & Co	Stock	6,259	$90.8 萬	0.2%	−219−3.4%	減碼	歷史
PNFPPinnacle Financial Partners, Inc.	COM	12,904	$86.5 萬	0.2%	+90+0.7%	加碼	歷史
J P Morgan Exchange Traded F46641Q233	BETA DEVE EX ETF	18,980	$85.5 萬	0.2%	−1,402−6.9%	減碼	–
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	17,698	$85.1 萬	0.2%	+3,522+24.8%	加碼	–
TMToyota Motor Corp	ADS	4,670	$83.9 萬	0.2%	+235+5.3%	加碼	歷史
MRKMerck & Co., Inc.	Stock	7,983	$82.2 萬	0.2%	−331−4.0%	減碼	歷史
J P Morgan Exchange-Traded F46641Q209	DIV RTN INT EQ	16,150	$81.6 萬	0.2%	−360−2.2%	減碼	–
iShares Core U.S. Aggregate Bond ETF464287226	ETF	8,616	$81.0 萬	0.2%	+3,122+56.8%	加碼	–
TSLATesla, Inc.	Stock	3,159	$79.0 萬	0.2%	−30−0.9%	減碼	歷史
Invesco Actively Managed Exc46090A879	VAR RATE INVT	30,930	$77.2 萬	0.2%	00.0%	不變	–
Schwab U.S. Large-Cap ETF808524201	ETF	14,799	$74.9 萬	0.1%	−179−1.2%	減碼	–
SPDR Series Trust78464A763	ST STR SP DIV	6,499	$74.7 萬	0.1%	00.0%	不變	–
MAAMid America Apartment Communities Inc.	COM	5,199	$66.9 萬	0.1%	−60−1.1%	減碼	歷史
Vanguard High Dividend Yield Index ETF921946406	ETF	6,271	$64.8 萬	0.1%	00.0%	不變	–
NVDANVIDIA Corp	Stock	1,452	$63.2 萬	0.1%	−4−0.3%	減碼	歷史
Schwab Emerging Markets Equity ETF808524706	ETF	25,881	$62.0 萬	0.1%	−131−0.5%	減碼	–
ABBVAbbVie Inc.	Stock	3,887	$57.9 萬	0.1%	+200+5.4%	加碼	歷史
XOMExxonMobil Holdings Corp	COM	4,703	$55.3 萬	0.1%	+301+6.8%	加碼	歷史
JNJJohnson & Johnson	Stock	3,483	$54.2 萬	0.1%	−147−4.0%	減碼	歷史
UNHUnitedHealth Group Inc	Stock	1,073	$54.1 萬	0.1%	00.0%	不變	歷史
iShares S&P 500 Growth ETF464287309	ETF	7,763	$53.1 萬	0.1%	−144−1.8%	減碼	–
Schwab U.S. Large-Cap Value ETF808524409	ETF	8,110	$52.3 萬	0.1%	−31−0.4%	減碼	–
iShares Core S&P Mid-Cap ETF464287507	ETF	2,084	$52.0 萬	0.1%	00.0%	不變	–
RFRegions Financial Corp	COM	30,064	$51.7 萬	0.1%	−12,210−28.9%	減碼	歷史
TTDTrade Desk, Inc.	Stock	6,100	$47.7 萬	0.1%	00.0%	不變	歷史
Vanguard Intermediate-Term Bond ETF921937819	ETF	6,591	$47.7 萬	0.1%	−2,400−26.7%	減碼	–
UNPUnion Pacific Corp	Stock	2,279	$46.4 萬	0.1%	−94−4.0%	減碼	歷史
iShares Tr464287119	MORNINGSTAR GRWT	7,625	$45.5 萬	0.1%	00.0%	不變	–
BACBank of America Corp	Stock	16,075	$44.0 萬	0.1%	+83+0.5%	加碼	歷史
GEGeneral Electric Co	Stock	3,850	$42.6 萬	0.1%	−122−3.1%	減碼	歷史
DHRDanaher Corp	Stock	1,708	$42.4 萬	0.1%	00.0%	不變	歷史
Vanguard Morningstar Small-Cap ETF922908751	ETF	2,184	$41.3 萬	0.1%	00.0%	不變	–
iShares Tr46435U853	BROAD USD HIGH	11,098	$38.5 萬	0.1%	00.0%	不變	–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	6,260	$37.1 萬	0.1%	−4,292−40.7%	減碼	–
PEPPepsiCo Inc	Stock	2,143	$36.3 萬	0.1%	+83+4.0%	加碼	歷史
AMGNAmgen Inc	Stock	1,322	$35.5 萬	0.1%	00.0%	不變	歷史
METAMeta Platforms, Inc.	Stock	1,178	$35.4 萬	0.1%	+294+33.3%	加碼	歷史
WMTWalmart Inc.	Stock	2,185	$34.9 萬	0.1%	+480+28.2%	加碼	歷史
ABTAbbott Laboratories	Stock	3,606	$34.9 萬	0.1%	+200+5.9%	加碼	歷史
SPYSPDR S&P 500 ETF Trust	ETF	815	$34.8 萬	0.1%	−122−13.0%	減碼	歷史
Litman Gregory FDS Tr53700T827	IMGP DBI MAN ETF	11,669	$33.7 萬	0.1%	00.0%	不變	–
Vanguard Morningstar Mid-Cap ETF922908629	ETF	1,615	$33.6 萬	0.1%	00.0%	不變	–
VVisa Inc.	Stock	1,458	$33.5 萬	0.1%	00.0%	不變	歷史
Alps ETF Tr00162Q452	ALERIAN MLP	7,827	$33.0 萬	0.1%	00.0%	不變	–
DEDeere & Co	Stock	865	$32.6 萬	0.1%	00.0%	不變	歷史
Vanguard Health Care ETF92204A504	ETF	1,365	$32.1 萬	0.1%	00.0%	不變	–
Schwab Fundamental International Small Equity ETF808524748	ETF	9,744	$31.3 萬	0.1%	−147−1.5%	減碼	–
CSXCSX Corp	Stock	10,026	$30.8 萬	0.1%	00.0%	不變	歷史
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	1,912	$30.5 萬	0.1%	00.0%	不變	–
MOAltria Group, Inc.	Stock	7,198	$30.3 萬	0.1%	00.0%	不變	歷史
FTNTFortinet, Inc.	Stock	5,117	$30.0 萬	0.1%	+117+2.3%	加碼	歷史
DBX ETF Tr233051432	XTRACK USD HIGH	8,743	$29.6 萬	0.1%	00.0%	不變	–
Vanguard Ftse Developed Markets ETF921943858	ETF	6,737	$29.5 萬	0.1%	00.0%	不變	–

2023 年第 2 季之後清倉（56 檔）

2023 年第 2 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 2 季之後清倉的部位
證券	類別	2023 年第 2 季股數	2023 年第 2 季市值	2023 年第 2 季佔組合 %	紀錄
USXUS Xpress Enterprises Inc	COM CL A	16,000	$9.82 萬	<0.1%	歷史
RTLNecessity Retail REIT, Inc.	COM CLASS A	7,314	$4.94 萬	<0.1%	歷史
iShares Ibonds 2025 Term High Yield & Income ETF46435U168	ETF	1,738	$4.00 萬	<0.1%	–
IPGInterpublic Group of Companies, Inc.	COM	880	$3.40 萬	<0.1%	歷史
Global X FDS37954Y632	ARTIFICIAL ETF	1,125	$3.15 萬	<0.1%	–
First Tr Exchange-Traded FD33734H106	SHS	751	$3.01 萬	<0.1%	–
iShares MSCI USA Momentum Factor ETF46432F396	ETF	171	$2.47 萬	<0.1%	–
iShares Ibonds 2026 Term High Yield and Income ETF46436E528	ETF	956	$2.17 萬	<0.1%	–
SNASnap-on Inc	COM	75	$2.16 萬	<0.1%	歷史
ESEEsco Technologies Inc	COM	200	$2.07 萬	<0.1%	歷史
iShares Tr464287457	1 3 YR TREAS BD	209	$1.69 萬	<0.1%	–
BALLBALL Corp	COM	282	$1.64 萬	<0.1%	歷史
IVTInvenTrust Properties Corp.	COM NEW	701	$1.62 萬	<0.1%	歷史
Schwab Fundamental U.S. Large Company ETF808524771	ETF	243	$1.40 萬	<0.1%	–
iShares Tr464287515	EXPANDED TECH	36	$1.25 萬	<0.1%	–
LHXL3HARRIS Technologies, Inc.	Stock	33	$6,461	<0.1%	歷史
First Trust Rising Dividend Achievers ETF33738R506	ETF	135	$6,359	<0.1%	–
AJRDAerojet Rocketdyne Holdings, Inc.	COM	100	$5,487	<0.1%	歷史
ETF Managers Tr26924G201	PRIME CYBR SCRTY	100	$5,058	<0.1%	–
Vanguard Malvern FDS922020805	STRM INFPROIDX	102	$4,837	<0.1%	–
ETF Managers Tr26924G870	BLUESTAR ISRAEL	100	$4,624	<0.1%	–
AMCAMC Entertainment Holdings, Inc.	CL A COM	1,000	$4,400	<0.1%	歷史
RQICohen & Steers Quality Income Realty Fund Inc	CEF	356	$4,130	<0.1%	歷史
BAMBrookfield Asset Management Ltd.	CL A LMT VTG SHS	118	$3,851	<0.1%	歷史
ABNBAirbnb, Inc.	Stock	30	$3,845	<0.1%	歷史
First Trust Cloud Computing ETF33734X192	ETF	50	$3,797	<0.1%	–
Schwab Strategic Tr808524698	5 10YR CORP BD	74	$3,260	<0.1%	–
ROKURoku, Inc	COM CL A	50	$3,198	<0.1%	歷史
Global X FDS37954Y442	CLOUD COMPUTNG	143	$2,838	<0.1%	–
iShares Tr46436E866	IBONDS 25 TRM TS	99	$2,290	<0.1%	–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889	ETF	59	$1,920	<0.1%	–
SLVMSylvamo Corp	COMMON STOCK	41	$1,659	<0.1%	歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508	ETF	32	$1,383	<0.1%	–
BP Prudhoe Bay Rty Tr055630107	UNIT BEN INT	300	$1,365	<0.1%	–
TZOOTravelzoo	COM NEW	163	$1,287	<0.1%	歷史
First Tr Exchange Traded FD33738R118	NASD TECH DIV	20	$1,174	<0.1%	–
Schwab Strategic Tr808524722	1000 INDEX ETF	27	$1,156	<0.1%	–
iShares Tr464288638	ISHS 5-10YR INVT	20	$1,012	<0.1%	–
SPTSprout Social, Inc.	COM CL A	20	$924	<0.1%	歷史
WBAWalgreens Boots Alliance, Inc.	COM	30	$855	<0.1%	歷史
Vanguard Total International Bond ETF92203J407	ETF	16	$783	<0.1%	–
SPDR Index Shs FDS78463X509	ST PORT MARK ETF	22	$757	<0.1%	–
SPDR Series Trust78464A383	ST STR BACKE ETF	28	$614	<0.1%	–
Kraneshares Trust500767306	CSI CHI INTERNET	20	$539	<0.1%	–
SPDR Series Trust78464A664	ST LON TREAS ETF	15	$449	<0.1%	–
iShares Tr46434V381	FUTU EXPO TE ETF	8	$445	<0.1%	–
SPDR Series Trust78464A821	ST STR SP400GRW	6	$402	<0.1%	–
State Street SPDR S&P 600 Small Cap Value ETF78464A300	ETF	5	$393	<0.1%	–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839	ETF	6	$388	<0.1%	–
SPDR Series Trust78464A201	ST STR SP600GRWO	5	$385	<0.1%	–
iShares Tr46436E502	US TECH BRKTHR	9	$341	<0.1%	–
SNFIStark Novus Financial Inc.	CL A NEW	40	$86	<0.1%	歷史
Brookfield Reins LtdG16250105	CL A EXCH LT VTG	2	$68	<0.1%	–
SPDR Series Trust78464A656	ST STR TIPS ETF	1	$26	<0.1%	–
BBBLACKBERRY Ltd	COM	4	$23	<0.1%	歷史
Orbital Infrastructure G68559A208	COM	2	$5	<0.1%	–