HHM Wealth Advisors, LLC
- SEC CIK
- 0001750086
- 最新申報
- 2026/7/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 1,010
- 較 2024 年第 3 季 +230
- 總值
- $7.35 億
- 較 2024 年第 3 季 +$3,037 萬 (+4.3%)
| 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 | 4,872,578 | $1.33 億 | 18.1% | +115,595+2.4% | 加碼依 3 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,432,708 | $9,567 萬 | 13.0% | −35,796−1.0% | 減碼依 4 比 1 拆股換算 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,021,769 | $9,129 萬 | 12.4% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,111,856 | $3,225 萬 | 4.4% | +43,268+4.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 581,893 | $3,182 萬 | 4.3% | +17,972+3.2% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 642,059 | $2,826 萬 | 3.8% | +20,298+3.3% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 265,615 | $2,366 萬 | 3.2% | +8,863+3.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,190,679 | $2,203 萬 | 3.0% | +30,875+2.7% | 加碼依 2 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 69,289 | $1,735 萬 | 2.4% | +14,199+25.8% | 加碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 508,015 | $1,476 萬 | 2.0% | +11,012+2.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 516,278 | $1,431 萬 | 1.9% | −2,788−0.5% | 減碼依 3 比 1 拆股換算 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 66,990 | $1,312 萬 | 1.8% | +333+0.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 444,827 | $1,150 萬 | 1.6% | +7,281+1.7% | 加碼依 2 比 1 拆股換算 | – |
| MSFTMicrosoft Corp | Stock | 24,462 | $1,031 萬 | 1.4% | +5,385+28.2% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 288,727 | $958.9 萬 | 1.3% | +8,907+3.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 41,045 | $900.5 萬 | 1.2% | +1,411+3.6% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 17,844 | $516.8 萬 | 0.7% | +9,884+124.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 44,619 | $396.2 萬 | 0.5% | −485−1.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,892 | $365.0 萬 | 0.5% | +208+2.4% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 71,995 | $328.4 萬 | 0.4% | +11,346+18.7% | 加碼 | – |
| SFBSServisFirst Bancshares, Inc. | COM | 35,123 | $297.6 萬 | 0.4% | −8,192−18.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,175 | $279.1 萬 | 0.4% | +514+7.7% | 加碼 | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 22,291 | $254.4 萬 | 0.3% | −679−3.0% | 減碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 85,412 | $253.7 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 18,449 | $247.7 萬 | 0.3% | +1,177+6.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,303 | $247.0 萬 | 0.3% | +3,664+55.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,161 | $244.9 萬 | 0.3% | +2,150+106.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,840 | $243.1 萬 | 0.3% | +4,763+59.0% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 23,896 | $239.7 萬 | 0.3% | −578−2.4% | 減碼 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 99,273 | $230.9 萬 | 0.3% | −2,103−2.1% | 減碼依 3 比 1 拆股換算 | – |
| NSCNorfolk Southern Corp | Stock | 9,741 | $228.6 萬 | 0.3% | +87+0.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 79,159 | $221.2 萬 | 0.3% | −510−0.6% | 減碼 | – |
| CATCaterpillar Inc | Stock | 5,981 | $217.0 萬 | 0.3% | +81+1.4% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 23,086 | $214.1 萬 | 0.3% | −2,465−9.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,220 | $210.8 萬 | 0.3% | +952+22.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,557 | $201.1 萬 | 0.3% | +1,168+12.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,912 | $199.7 萬 | 0.3% | +1,410+13.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,536 | $195.8 萬 | 0.3% | +65+2.6% | 加碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 90,768 | $191.2 萬 | 0.3% | +3,091+3.5% | 加碼 | – |
| VVisa Inc. | Stock | 5,907 | $186.7 萬 | 0.3% | +3,648+161.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 22,310 | $183.7 萬 | 0.2% | +249+1.1% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 76,160 | $179.1 萬 | 0.2% | −14,169−15.7% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 47,220 | $176.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 35,077 | $175.8 萬 | 0.2% | +4,862+16.1% | 加碼 | – |
| WMWaste Management Inc | Stock | 8,293 | $167.3 萬 | 0.2% | +2,597+45.6% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 73,715 | $167.3 萬 | 0.2% | +397+0.5% | 加碼依 2 比 1 拆股換算 | – |
| WMTWalmart Inc. | Stock | 18,460 | $166.8 萬 | 0.2% | +5,119+38.4% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 40,516 | $164.8 萬 | 0.2% | −675−1.6% | 減碼 | – |
| DXPEDXP Enterprises Inc | COM NEW | 19,756 | $163.2 萬 | 0.2% | −622−3.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,027 | $160.4 萬 | 0.2% | +3,058+51.2% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 23,286 | $156.1 萬 | 0.2% | −2,565−9.9% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 32,539 | $155.4 萬 | 0.2% | −1,509−4.4% | 減碼 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 12,956 | $148.2 萬 | 0.2% | −448−3.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,921 | $147.7 萬 | 0.2% | +1,866+176.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 33,905 | $145.4 萬 | 0.2% | −4,508−11.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,659 | $143.3 萬 | 0.2% | −447−14.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,832 | $140.0 萬 | 0.2% | −100−2.0% | 減碼 | – |
| HCAHCA Healthcare, Inc. | COM | 4,554 | $136.7 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 6,895 | $134.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,426 | $133.9 萬 | 0.2% | +4,576+538.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,105 | $124.7 萬 | 0.2% | +2,992+2,647.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,360 | $121.2 萬 | 0.2% | +735+117.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,917 | $117.4 萬 | 0.2% | +2,410+28.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,878 | $111.8 萬 | 0.2% | +1,220+6.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,246 | $109.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,080 | $106.4 萬 | 0.1% | −584−21.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 44,577 | $103.3 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,162 | $102.7 萬 | 0.1% | 00.0% | 不變 | – |
| MAAMid America Apartment Communities Inc. | COM | 6,256 | $96.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,575 | $86.9 萬 | 0.1% | +147+2.3% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 13,616 | $82.1 萬 | 0.1% | −1,500−9.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,635 | $79.9 萬 | 0.1% | −668−12.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,336 | $78.2 萬 | 0.1% | +95+7.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,309 | $75.5 萬 | 0.1% | +930+39.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 7,487 | $75.2 萬 | 0.1% | −634−7.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,120 | $74.6 萬 | 0.1% | +1,846+673.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,836 | $74.5 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 16,870 | $74.1 萬 | 0.1% | +700+4.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,515 | $73.7 萬 | 0.1% | +3,058+88.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,091 | $73.6 萬 | 0.1% | +1,280+33.6% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,971 | $70.2 萬 | 0.1% | −209−3.4% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 26,340 | $70.1 萬 | 0.1% | +5,473+26.2% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 7,625 | $68.3 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,807 | $68.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 4,019 | $67.0 萬 | 0.1% | +2,959+279.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,623 | $66.2 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 12,523 | $65.5 萬 | 0.1% | +260+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,725 | $65.5 萬 | 0.1% | 00.0% | 不變 | – |
| MLRMiller Industries Inc | COM NEW | 9,998 | $65.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 9,112 | $65.3 萬 | 0.1% | +66+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,463 | $65.1 萬 | 0.1% | +1,313+14.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,448 | $64.1 萬 | 0.1% | +2,226+52.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,576 | $62.1 萬 | 0.1% | +3,863+225.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,510 | $58.5 萬 | 0.1% | −41−1.2% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 10,689 | $57.1 萬 | 0.1% | −18−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 18,795 | $55.1 萬 | 0.1% | 00.0% | 不變 | – |
| KKRKKR & Co. Inc. | COM | 3,610 | $53.4 萬 | 0.1% | +122+3.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,870 | $52.5 萬 | 0.1% | +76+1.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,495 | $52.1 萬 | 0.1% | +104+7.5% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 5,106 | $51.5 萬 | 0.1% | +5,106 | 新進 | – |
2024 年第 3 季之後清倉（40 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Volatility Shs Tr92864M301 | 2X BITCOIN STRAT | 52,003 | $148.2 萬 | 0.2% | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 3,700 | $9.33 萬 | <0.1% | – |
| MASIMasimo Corp | COM | 625 | $8.33 萬 | <0.1% | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 210 | $4.34 萬 | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 1,750 | $4.20 萬 | <0.1% | – |
| SOFISoFi Technologies, Inc. | Stock | 3,450 | $2.71 萬 | <0.1% | 歷史 |
| VGRVector Group Ltd | COM | 1,536 | $2.29 萬 | <0.1% | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | SHS | 3,740 | $2.11 萬 | <0.1% | 歷史 |
| OROR Royalties Inc. | COM | 1,015 | $1.88 萬 | <0.1% | 歷史 |
| LBTYALiberty Global Ltd. | COM CL A | 600 | $1.27 萬 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 360 | $1.25 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 105 | $1.19 萬 | <0.1% | 歷史 |
| GGBGerdau S.A. | SPON ADR REP PFD | 2,910 | $1.02 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 35 | $9,358 | <0.1% | – |
| Silvercrest Metals Inc828363101 | COM | 1,000 | $9,250 | <0.1% | – |
| GRNBarclays Bank PLC | ETN 49 | 350 | $9,093 | <0.1% | 歷史 |
| BOCBoston Omaha Corp | Stock | 450 | $6,692 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 205 | $5,652 | <0.1% | – |
| DHTDHT Holdings, Inc. | SHS NEW | 500 | $5,515 | <0.1% | 歷史 |
| ARIApollo Commercial Real Estate Finance, Inc. | COM | 600 | $5,514 | <0.1% | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 121 | $5,256 | <0.1% | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 133 | $4,854 | <0.1% | – |
| ROKURoku, Inc | COM CL A | 65 | $4,853 | <0.1% | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 100 | $4,612 | <0.1% | – |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 338 | $4,571 | <0.1% | 歷史 |
| FRMEFirst Merchants Corp | COM | 122 | $4,539 | <0.1% | 歷史 |
| FLGFlagstar Bank, National Association | Stock | 333 | $3,740 | <0.1% | 歷史 |
| DOUGDouglas Elliman Inc. | COM | 804 | $1,472 | <0.1% | 歷史 |
| CGCCanopy Growth Corp | COM NEW | 272 | $1,312 | <0.1% | 歷史 |
| ENSGEnsign Group, Inc | COM | 9 | $1,295 | <0.1% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 400 | $960 | <0.1% | 歷史 |
| TELLTellurian Inc. | COM | 980 | $949 | <0.1% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 6 | $669 | <0.1% | 歷史 |
| Bitfarms Ltd Com09173B107 | Stock | 145 | $306 | <0.1% | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 6 | $157 | <0.1% | 歷史 |
| CENNCenntro Inc. | COM | 100 | $117 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 81 | $111 | <0.1% | 歷史 |
| CRONCronos Group Inc. | COM | 10 | $22 | <0.1% | 歷史 |
| SUNESUNation Energy, Inc. | COM NEW | 21 | $3 | <0.1% | 歷史 |
| EMPDEmpery Digital Inc. | COM NEW | 1 | $2 | <0.1% | 歷史 |