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HHM Wealth Advisors, LLC

SEC CIK
0001750086
最新申報
2026/7/13

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/7 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
785
較 2024 年第 1 季 +45
總值
$6.65 億
較 2024 年第 1 季 +$5,709 萬 (+9.4%)
申報日
2024/8/7
SEC
HHM Wealth Advisors, LLC 在 2024 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 ETF808524797ETF1,528,115$1.19 億17.9%+36,453+2.4%加碼–
Schwab U.S. Broad Market ETF808524102ETF1,520,780$9,561 萬14.4%−9,004−0.6%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF890,246$8,977 萬13.5%+1,862+0.2%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF543,835$2,790 萬4.2%+64,257+13.4%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF579,156$2,523 萬3.8%+32,797+6.0%加碼–
Schwab International Equity ETF808524805ETF598,837$2,301 萬3.5%+21,277+3.7%加碼–
SPDR Series Trust78468R101ST SHO TREAS ETF786,174$2,270 萬3.4%+786,174新進–
Vanguard Real Estate ETF922908553ETF247,296$2,071 萬3.1%+17,968+7.8%加碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF499,203$1,476 萬2.2%+19,320+4.0%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF178,121$1,386 萬2.1%−23,614−11.7%減碼–
Vanguard Dividend Appreciation ETF921908844ETF69,532$1,269 萬1.9%−1,507−2.1%減碼–
AAPLApple Inc.Stock53,227$1,121 萬1.7%+6,776+14.6%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF229,326$1,088 萬1.6%−5,398−2.3%減碼–
Schwab Fundamental International Equity ETF808524755ETF267,985$938.8 萬1.4%+14,130+5.6%加碼–
MSFTMicrosoft CorpStock18,794$840.0 萬1.3%+1,542+8.9%加碼歷史
AMZNAmazon Com IncStock39,155$756.7 萬1.1%−388−1.0%減碼歷史
SFBSServisFirst Bancshares, Inc.COM70,470$445.3 萬0.7%+70,470新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF48,046$403.4 萬0.6%−7,157−13.0%減碼–
SPDR Series Trust78468R721STATE STREET SPD61,274$280.3 萬0.4%−5,630−8.4%減碼–
LLYEli Lilly & CoStock3,005$272.1 萬0.4%+75+2.6%加碼歷史
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER23,980$261.8 萬0.4%−2,780−10.4%減碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B38,992$255.7 萬0.4%−1,825−4.5%減碼–
Vanguard Morningstar Growth ETF922908736ETF6,747$252.4 萬0.4%−1,027−13.2%減碼–
SPDR Index Shs FDS78463X848ST STR ACWI ETF88,674$251.0 萬0.4%00.0%不變–
Schwab Fundamental U.S. Small Company ETF808524763ETF42,903$235.6 萬0.4%−225−0.5%減碼–
HDHome Depot, Inc.Stock6,569$226.1 萬0.3%+356+5.7%加碼歷史
NVDANVIDIA CorpStock17,878$220.9 萬0.3%+2,148+13.7%加碼依 10 比 1 拆股換算歷史
iShares Tr46436E7180-3 MTH TREASURY21,519$216.7 萬0.3%−563−2.5%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF24,859$215.3 萬0.3%00.0%不變–
NSCNorfolk Southern CorpStock9,618$206.5 萬0.3%+11+0.1%加碼歷史
RFRegions Financial CorpCOM99,784$200.0 萬0.3%−14,377−12.6%減碼歷史
SOSouthern CoStock24,400$189.3 萬0.3%+7,067+40.8%加碼歷史
CATCaterpillar IncStock5,565$185.4 萬0.3%+2,027+57.3%加碼歷史
iShares Core S&P 500 ETF464287200ETF3,306$180.9 萬0.3%−217−6.2%減碼–
PGProcter & Gamble CoStock10,746$177.2 萬0.3%+3,690+52.3%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF47,220$173.1 萬0.3%+7,400+18.6%加碼–
Schwab U.S. REIT ETF808524847ETF86,534$172.8 萬0.3%−4,640−5.1%減碼–
GOOGAlphabet Inc.Stock9,308$170.7 萬0.3%+494+5.6%加碼歷史
iShares Tr46432F859CORE 1 5 YR USD35,475$168.0 萬0.3%−2,527−6.6%減碼–
UBERUber Technologies, IncStock22,616$164.4 萬0.2%+1,661+7.9%加碼歷史
Invesco S&P 500 Quality ETF46137V241ETF25,851$164.3 萬0.2%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF41,887$160.9 萬0.2%−402−1.0%減碼–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF38,600$160.3 萬0.2%−610−1.6%減碼–
Invesco QQQ Trust Series I46090E103ETF3,303$158.3 萬0.2%+193+6.2%加碼–
Vanguard S&P 500 ETF922908363ETF3,096$154.8 萬0.2%+313+11.2%加碼–
GOOGLAlphabet Inc.Stock8,074$147.1 萬0.2%+130+1.6%加碼歷史
HCAHCA Healthcare, Inc.COM4,548$146.1 萬0.2%+40+0.9%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF31,146$142.0 萬0.2%+1,679+5.7%加碼–
Volatility Shs Tr92864M3012X BITCOIN STRAT43,398$137.5 萬0.2%+43,398新進–
JPMJPMorgan Chase & CoStock6,639$134.3 萬0.2%+307+4.8%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,960$132.7 萬0.2%+317+6.8%加碼–
TMToyota Motor CorpADS6,440$132.0 萬0.2%+1,770+37.9%加碼歷史
WMWaste Management IncStock5,555$118.5 萬0.2%00.0%不變歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD22,753$114.0 萬0.2%−3,807−14.3%減碼–
DXPEDXP Enterprises IncCOM NEW24,044$110.2 萬0.2%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,596$108.4 萬0.2%−100−1.5%減碼–
PNFPPinnacle Financial Partners, Inc.COM13,404$107.3 萬0.2%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,852$107.0 萬0.2%−1,506−9.8%減碼–
XOMExxonMobil Holdings CorpCOM9,200$105.9 萬0.2%+4,586+99.4%加碼歷史
ABBVAbbVie Inc.Stock5,974$102.5 萬0.2%+1,717+40.3%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF14,739$94.7 萬0.1%−60−0.4%減碼–
MSTRStrategy IncStock687$94.6 萬0.1%+585+573.5%加碼歷史
WMTWalmart Inc.Stock13,788$93.4 萬0.1%+5,948+75.9%加碼歷史
BXBlackstone Inc.COM7,103$87.9 萬0.1%+5,800+445.1%加碼歷史
MAAMid America Apartment Communities Inc.COM6,020$85.9 萬0.1%+443+7.9%加碼歷史
TSLATesla, Inc.Stock4,261$84.3 萬0.1%+1,041+32.3%加碼歷史
CSCOCisco Systems, Inc.Stock17,507$83.2 萬0.1%−1,834−9.5%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV6,428$81.8 萬0.1%00.0%不變–
METAMeta Platforms, Inc.Stock1,594$80.4 萬0.1%+377+31.0%加碼歷史
iShares S&P 500 Growth ETF464287309ETF8,097$74.9 萬0.1%−12−0.1%減碼–
OKEONEOK IncCOM9,028$73.6 萬0.1%+8,578+1,906.2%加碼歷史
ORealty Income CorpREIT13,737$72.6 萬0.1%+12,093+735.6%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF5,836$69.2 萬0.1%−435−6.9%減碼–
NEENextera Energy IncStock9,492$67.2 萬0.1%+7,983+529.0%加碼歷史
GLDSPDR Gold TrustETF3,047$65.5 萬0.1%+1,695+125.4%加碼歷史
MOAltria Group, Inc.Stock14,327$65.3 萬0.1%+7,527+110.7%加碼歷史
BACBank of America CorpStock16,314$64.9 萬0.1%+284+1.8%加碼歷史
VVisa Inc.Stock2,470$64.8 萬0.1%+720+41.1%加碼歷史
KOCoca Cola CoStock10,018$63.8 萬0.1%+4,160+71.0%加碼歷史
Invesco Actively Managed Exc46090A879VAR RATE INVT25,240$63.5 萬0.1%−320−1.3%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF10,623$62.2 萬0.1%+203+1.9%加碼–
iShares Tr464287119MORNINGSTAR GRWT7,625$62.1 萬0.1%00.0%不變–
GEGeneral Electric CoStock3,894$61.9 萬0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,758$60.1 萬0.1%+28+1.0%加碼–
TTDTrade Desk, Inc.Stock6,100$59.6 萬0.1%00.0%不變歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ10,673$59.0 萬0.1%00.0%不變–
JNJJohnson & JohnsonStock3,978$58.1 萬0.1%+565+16.6%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF21,324$56.6 萬0.1%−595−2.7%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF5,744$55.8 萬0.1%−2,023−26.0%減碼–
MLRMiller Industries IncCOM NEW9,998$55.0 萬0.1%+878+9.6%加碼歷史
PMPhilip Morris International Inc.Stock5,309$53.8 萬0.1%+4,450+518.0%加碼歷史
UNPUnion Pacific CorpStock2,371$53.7 萬0.1%−28−1.2%減碼歷史
MRKMerck & Co., Inc.Stock4,208$52.1 萬0.1%−110−2.5%減碼歷史
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT16,990$51.0 萬0.1%+7,700+82.9%加碼–
UNHUnitedHealth Group IncStock991$50.5 萬0.1%−44−4.3%減碼歷史
DUKDuke Energy CORPStock4,935$49.5 萬0.1%+2,065+72.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF832$45.3 萬0.1%+124+17.5%加碼歷史
NFLXNetflix IncStock618$41.7 萬0.1%−16−2.5%減碼歷史
DHRDanaher CorpStock1,664$41.6 萬0.1%−44−2.6%減碼歷史
ARMArm Holdings PLCADR2,490$40.7 萬0.1%00.0%不變歷史

2024 年第 1 季之後清倉(88 檔)

2024 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 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF13,262$38.0 萬0.1%–
Raytheon Technologies Corp75513E103COM2,645$25.8 萬<0.1%–
ARCCAres Capital CorpCEF8,005$16.7 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR513$6.98 萬<0.1%歷史
EQIXEquinix IncCOM58$4.79 萬<0.1%歷史
PXDPioneer Natural Resources CoCOM172$4.51 萬<0.1%歷史
iShares Inc464286392MSCI WORLD ETF297$4.30 萬<0.1%–
CYHCommunity Health Systems IncCOM11,750$4.11 萬<0.1%歷史
SPGSimon Property Group Inc.REIT226$3.54 萬<0.1%歷史
SMMFSummit Financial Group, Inc.COM1,111$3.02 萬<0.1%歷史
CSTRCapStar Financial Holdings, Inc.COM1,432$2.88 萬<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF176$2.80 萬<0.1%–
KKellanovaStock450$2.58 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW150$2.42 萬<0.1%歷史
SPDR Series Trust78468R606ST PORT HIGH ETF880$2.06 萬<0.1%–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS1,995$2.04 萬<0.1%歷史
ITGartner IncCOM42$2.00 萬<0.1%歷史
LINLinde PLCStock43$2.00 萬<0.1%歷史
MDCSekisui House U.S., Inc.COM293$1.84 萬<0.1%歷史
VICIVici Properties Inc.COM556$1.66 萬<0.1%歷史
AVBAvalonbay Communities IncCOM88$1.63 萬<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS288$1.61 萬<0.1%歷史
SBACSba Communications CorpCL A69$1.50 萬<0.1%歷史
SSentinelOne, Inc.CL A625$1.46 萬<0.1%歷史
CCitigroup IncStock212$1.34 萬<0.1%歷史
INFYInfosys LtdSPONSORED ADR679$1.22 萬<0.1%歷史
TXTTextron IncCOM123$1.18 萬<0.1%歷史
ARK ETF Tr00214Q5003D PRINTING ETF520$1.18 萬<0.1%–
INVHInvitation Homes Inc.COM329$1.17 萬<0.1%歷史
IBNIcici Bank LtdADR441$1.16 萬<0.1%歷史
PPGPPG Industries IncStock80$1.16 萬<0.1%歷史
VTRVentas, Inc.REIT263$1.15 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW73$1.09 萬<0.1%歷史
ADBEAdobe Inc.Stock21$1.06 萬<0.1%歷史
FELEFranklin Electric Co IncCOM99$1.06 萬<0.1%歷史
INGING Groep NVSPONSORED ADR629$1.04 萬<0.1%歷史
ESSEssex Property Trust, Inc.COM41$1.00 萬<0.1%歷史
MTHMeritage Homes CORPCOM57$1.00 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM479$9,901<0.1%歷史
RGAReinsurance Group of America IncCOM NEW51$9,837<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE143$9,756<0.1%歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR823$9,745<0.1%歷史
MOHMolina Healthcare, Inc.COM23$9,450<0.1%歷史
SANBanco Santander, S.A.ADR1,918$9,284<0.1%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR62$9,027<0.1%歷史
MOG.AMoog Inc.CL A56$8,941<0.1%歷史
KIMKimco Realty CorpCOM451$8,845<0.1%歷史
SANMSanmina CorpCOM141$8,768<0.1%歷史
HESHess CorpStock56$8,548<0.1%歷史
SUISun Communities IncCOM65$8,358<0.1%歷史
TKRTimken CoCOM95$8,306<0.1%歷史
MROMarathon Oil CorpCOM292$8,276<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR2,063$8,211<0.1%歷史
CBTCabot CorpCOM89$8,206<0.1%歷史
FASTFastenal CoStock105$8,100<0.1%歷史
FERGFerguson Enterprises Inc.SHS37$8,082<0.1%歷史
LYGLloyds Banking Group plcSPONSORED ADR2,877$7,452<0.1%歷史
GATXGatx CorpCOM55$7,372<0.1%歷史
ELSEquity Lifestyle Properties IncCOM113$7,278<0.1%歷史
FCFSFirstCash Holdings, Inc.COM55$7,015<0.1%歷史
AMHAmerican Homes 4 RentCL A187$6,878<0.1%歷史
EAElectronic Arts Inc.COM50$6,634<0.1%歷史
EQNREquinor ASASPONSORED ADR244$6,596<0.1%歷史
REGRegency Centers CorpCOM107$6,478<0.1%歷史
TAKTakeda Pharmaceutical Co LtdADR456$6,334<0.1%歷史
ENSEnerSysCOM67$6,329<0.1%歷史
LFUSLittelfuse IncCOM25$6,059<0.1%歷史
SWKStanley Black & Decker, Inc.COM60$5,876<0.1%歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS100$5,807<0.1%–
ENTGEntegris IncCOM41$5,763<0.1%歷史
JDJD.com, Inc.SPON ADS CL A208$5,698<0.1%歷史
REXRRexford Industrial Realty, Inc.COM113$5,684<0.1%歷史
CHWYChewy, Inc.CL A350$5,569<0.1%歷史
AEISAdvanced Energy Industries IncCOM53$5,405<0.1%歷史
GLPIGaming & Leisure Properties, Inc.COM112$5,160<0.1%歷史
BIDUBaidu, Inc.ADR46$4,843<0.1%歷史
TDYTeledyne Technologies IncCOM11$4,723<0.1%歷史
PUKPrudential PLCADR227$4,375<0.1%歷史
iShares Ibonds 2029 Term High Yield and Income ETF46436E379ETF173$4,044<0.1%–
MFVMFS Special Value TrustSH BEN INT802$3,567<0.1%歷史
Evotec SE03005E105SPONSORED ADS450$3,524<0.1%–
KEYKeycorpCOM189$2,989<0.1%歷史
KLGWK Kellogg CoCOM112$2,106<0.1%歷史
Pacer FDS Tr69374H667US CHS CWS GWT24$1,020<0.1%–
AMRAlpha Metallurgical Resources, Inc.COM3$994<0.1%歷史
RUMRUM Group Inc.Stock45$364<0.1%歷史
OGNOrganon & Co.Stock5$94<0.1%歷史
Volcon Inc92864V301COM1$1<0.1%–