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Livermore
Livermore
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HHM Wealth Advisors, LLC

SEC CIK
0001750086
最新申報
2026/7/13

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
922
較 2024 年第 4 季 −88
總值
$7.43 億
較 2024 年第 4 季 +$743.0 萬 (+1.0%)
申報日
2025/5/8
SEC
HHM Wealth Advisors, LLC 在 2025 年第 1 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 ETF808524797ETF4,975,278$1.39 億18.7%+102,700+2.1%加碼–
Schwab U.S. Broad Market ETF808524102ETF4,164,167$8,965 萬12.1%+142,398+3.5%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,543,726$8,873 萬11.9%+111,018+3.2%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF811,832$4,155 萬5.6%+229,939+39.5%加碼–
SPDR Series Trust78468R101ST SHO TREAS ETF1,131,634$3,309 萬4.5%+19,778+1.8%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF776,604$2,912 萬3.9%+134,545+21.0%加碼–
Vanguard Real Estate ETF922908553ETF279,595$2,531 萬3.4%+13,980+5.3%加碼–
Schwab International Equity ETF808524805ETF1,232,463$2,438 萬3.3%+41,784+3.5%加碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF516,443$1,591 萬2.1%+8,428+1.7%加碼–
AAPLApple Inc.Stock69,094$1,535 萬2.1%−195−0.3%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF505,859$1,325 萬1.8%−10,419−2.0%減碼–
Vanguard Dividend Appreciation ETF921908844ETF67,958$1,318 萬1.8%+968+1.4%加碼–
Schwab Fundamental International Equity ETF808524755ETF304,183$1,099 萬1.5%+15,456+5.4%加碼–
Schwab U.S. Small-Cap ETF808524607ETF439,415$1,030 萬1.4%−5,412−1.2%減碼–
MSFTMicrosoft CorpStock24,841$932.5 萬1.3%+379+1.5%加碼歷史
AMZNAmazon Com IncStock40,899$778.1 萬1.0%−146−0.4%減碼歷史
MSTRStrategy IncStock18,045$520.2 萬0.7%+201+1.1%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF43,885$411.0 萬0.6%−734−1.6%減碼–
SPDR Series Trust78468R721STATE STREET SPD77,981$351.5 萬0.5%+5,986+8.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF9,003$333.8 萬0.4%+111+1.2%加碼–
iShares Tr46436E7180-3 MTH TREASURY28,203$283.9 萬0.4%+4,307+18.0%加碼–
HDHome Depot, Inc.Stock7,669$281.0 萬0.4%+494+6.9%加碼歷史
SFBSServisFirst Bancshares, Inc.COM33,549$277.1 萬0.4%−1,574−4.5%減碼歷史
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER22,291$256.8 萬0.3%00.0%不變–
JPMJPMorgan Chase & CoStock10,341$253.7 萬0.3%+38+0.4%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF89,350$244.7 萬0.3%+3,938+4.6%加碼–
NSCNorfolk Southern CorpStock9,888$234.2 萬0.3%+147+1.5%加碼歷史
SPDR Index Shs FDS78463X848ST STR ACWI ETF79,159$234.2 萬0.3%00.0%不變–
iShares Core S&P 500 ETF464287200ETF4,138$232.5 萬0.3%−23−0.6%減碼–
NVDANVIDIA CorpStock20,913$226.7 萬0.3%+2,464+13.4%加碼歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B96,693$222.5 萬0.3%−2,580−2.6%減碼–
LLYEli Lilly & CoStock2,622$216.6 萬0.3%+86+3.4%加碼歷史
VVisa Inc.Stock6,070$212.7 萬0.3%+163+2.8%加碼歷史
GOOGLAlphabet Inc.Stock13,525$209.2 萬0.3%+685+5.3%加碼歷史
SOSouthern CoStock22,451$206.4 萬0.3%+141+0.6%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF23,086$203.2 萬0.3%00.0%不變–
PGProcter & Gamble CoStock11,920$203.1 萬0.3%+8+0.1%加碼歷史
CATCaterpillar IncStock6,106$201.4 萬0.3%+125+2.1%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF56,365$192.8 萬0.3%+9,145+19.4%加碼–
WMWaste Management IncStock8,293$192.0 萬0.3%00.0%不變歷史
Schwab U.S. REIT ETF808524847ETF89,087$191.6 萬0.3%−1,681−1.9%減碼–
ABBVAbbVie Inc.Stock9,033$189.3 萬0.3%+6+0.1%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD36,358$180.4 萬0.2%+1,281+3.7%加碼–
WMTWalmart Inc.Stock20,107$176.5 萬0.2%+1,647+8.9%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF40,516$169.6 萬0.2%00.0%不變–
GOOGAlphabet Inc.Stock10,180$159.0 萬0.2%−377−3.6%減碼歷史
HCAHCA Healthcare, Inc.COM4,548$157.2 萬0.2%−6−0.1%減碼歷史
Schwab US Aggregate Bond ETF808524839ETF66,936$155.0 萬0.2%−6,779−9.2%減碼–
RFRegions Financial CorpCOM71,110$154.5 萬0.2%−5,050−6.6%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF23,286$154.5 萬0.2%00.0%不變–
UNHUnitedHealth Group IncStock2,947$154.4 萬0.2%+26+0.9%加碼歷史
Vanguard S&P 500 ETF922908363ETF2,708$139.2 萬0.2%+49+1.8%加碼–
PNFPPinnacle Financial Partners, Inc.COM12,939$137.2 萬0.2%−17−0.1%減碼歷史
TSLATesla, Inc.Stock5,275$136.7 萬0.2%+55+1.1%加碼歷史
DXPEDXP Enterprises IncCOM NEW16,578$136.4 萬0.2%−3,178−16.1%減碼歷史
XOMExxonMobil Holdings CorpCOM11,446$136.1 萬0.2%+529+4.8%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,927$135.4 萬0.2%+95+2.0%加碼–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF30,130$131.5 萬0.2%−3,775−11.1%減碼–
NFLXNetflix IncStock1,400$130.6 萬0.2%+40+2.9%加碼歷史
TMToyota Motor CorpADS6,895$121.7 萬0.2%00.0%不變歷史
iShares Tr46432F859CORE 1 5 YR USD24,636$119.1 萬0.2%−7,903−24.3%減碼–
CSCOCisco Systems, Inc.Stock18,979$117.1 萬0.2%+101+0.5%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF3,105$112.1 萬0.2%00.0%不變–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,253$108.3 萬0.1%+7+0.1%加碼–
MAAMid America Apartment Communities Inc.COM6,255$104.8 萬0.1%−10.0%減碼歷史
Invesco QQQ Trust Series I46090E103ETF2,120$99.4 萬0.1%+40+1.9%加碼–
Schwab U.S. Large-Cap ETF808524201ETF44,577$98.4 萬0.1%00.0%不變–
UBERUber Technologies, IncStock12,616$91.9 萬0.1%−1,000−7.3%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD11,482$90.6 萬0.1%−1,680−12.8%減碼–
SPDR Series Trust78464A763ST STR SP DIV6,575$89.2 萬0.1%00.0%不變–
KOCoca Cola CoStock12,393$88.8 萬0.1%+1,930+18.4%加碼歷史
JNJJohnson & JohnsonStock5,002$83.0 萬0.1%−89−1.7%減碼歷史
GLDSPDR Gold TrustETF2,761$79.6 萬0.1%−46−1.6%減碼歷史
UNPUnion Pacific CorpStock3,309$78.2 萬0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock5,710$75.7 萬0.1%−805−12.4%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF5,842$75.3 萬0.1%+6+0.1%加碼–
BACBank of America CorpStock17,713$73.9 萬0.1%+843+5.0%加碼歷史
OKEONEOK IncCOM7,343$72.9 萬0.1%−144−1.9%減碼歷史
MOAltria Group, Inc.Stock12,127$72.8 萬0.1%−396−3.2%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF26,249$72.4 萬0.1%−91−0.3%減碼–
METAMeta Platforms, Inc.Stock1,235$71.2 萬0.1%−101−7.6%減碼歷史
GEGeneral Electric CoStock3,494$69.9 萬0.1%−16−0.5%減碼歷史
ACNAccenture plcStock2,110$65.8 萬0.1%−10−0.5%減碼歷史
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT21,645$64.4 萬0.1%+2,850+15.2%加碼–
BXBlackstone Inc.COM4,585$64.1 萬0.1%−50−1.1%減碼歷史
NEENextera Energy IncStock8,914$63.2 萬0.1%−198−2.2%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF10,620$62.0 萬0.1%−30.0%減碼–
LOWLowes Companies IncStock2,656$61.9 萬0.1%−2,770−51.1%減碼歷史
ORealty Income CorpREIT10,657$61.8 萬0.1%−32−0.3%減碼歷史
iShares Tr464287119MORNINGSTAR GRWT7,625$61.8 萬0.1%00.0%不變–
RTXRTX CorpStock4,628$61.3 萬0.1%+445+10.6%加碼歷史
PMPhilip Morris International Inc.Stock3,821$60.6 萬0.1%−379−9.0%減碼歷史
ORCLOracle CorpStock4,292$60.0 萬0.1%+273+6.8%加碼歷史
DUKDuke Energy CORPStock4,870$59.4 萬0.1%00.0%不變歷史
CVXChevron CorpStock3,520$58.9 萬0.1%+225+6.8%加碼歷史
AMTAmerican Tower CorpREIT2,618$57.0 萬0.1%00.0%不變歷史
MRKMerck & Co., Inc.Stock6,315$56.7 萬0.1%−133−2.1%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,525$56.0 萬0.1%−200−7.3%減碼–
DISWalt Disney CoStock5,542$54.7 萬0.1%−34−0.6%減碼歷史
FTNTFortinet, Inc.Stock5,560$53.5 萬0.1%+190+3.5%加碼歷史

2024 年第 4 季之後清倉（135 檔）

2024 年第 4 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 135 檔。

HHM Wealth Advisors, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF5,117$13.2 萬<0.1%–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR2,727$7.44 萬<0.1%–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,634$6.06 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB2,440$5.04 萬<0.1%–
CNICanadian National Railway CoStock290$2.95 萬<0.1%歷史
NTRNutrien Ltd.COM625$2.80 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF511$2.55 萬<0.1%–
SUMSummit Materials, Inc.CL A476$2.41 萬<0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM245$2.39 萬<0.1%歷史
HASHasbro, Inc.COM308$1.72 萬<0.1%歷史
FLFoot Locker, Inc.COM490$1.07 萬<0.1%歷史
CMAComerica IncCOM152$9,402<0.1%歷史
CORZWCore Scientific, Inc.*W EXP 01/23/2021,135$9,330<0.1%歷史
INFNInfinera CorpCOM1,000$6,570<0.1%歷史
VICIVici Properties Inc.COM224$6,537<0.1%歷史
HTLFHeartland Financial USA IncCOM103$6,315<0.1%歷史
LEGLeggett & Platt IncStock625$6,000<0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF62$5,638<0.1%–
HYBNew America High Income Fund IncCOM NEW650$5,311<0.1%歷史
EBFEnnis, Inc.COM250$5,273<0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF27$3,374<0.1%–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN150$2,670<0.1%歷史
AAgilent Technologies, Inc.COM13$1,747<0.1%歷史
PRPermian Resources CorpCLASS A COM109$1,568<0.1%歷史
EWEdwards Lifesciences CorpStock21$1,555<0.1%歷史
ROSTRoss Stores, Inc.COM10$1,513<0.1%歷史
FISFidelity National Information Services, Inc.Stock18$1,454<0.1%歷史
LLoews CorpCOM17$1,440<0.1%歷史
GGGGraco IncCOM17$1,433<0.1%歷史
HNSTHonest Company, Inc.COM200$1,386<0.1%歷史
JBHTHunt J B Transport Services IncCOM8$1,366<0.1%歷史
MANHManhattan Associates IncStock5$1,352<0.1%歷史
FEFirstenergy CorpCOM31$1,234<0.1%歷史
MKCMcCormick & Co IncStock16$1,220<0.1%歷史
SJMJ M SMUCKER CoStock11$1,212<0.1%歷史
ILMNIllumina, Inc.COM9$1,203<0.1%歷史
CDNSCadence Design Systems IncStock4$1,202<0.1%歷史
EAElectronic Arts Inc.COM8$1,171<0.1%歷史
PCGPG&E CorpStock57$1,151<0.1%歷史
DDOGDatadog, Inc.CL A COM8$1,144<0.1%歷史
KDPKeurig Dr Pepper Inc.COM34$1,093<0.1%歷史
COLMColumbia Sportswear CoCOM13$1,092<0.1%歷史
INMDInMode Ltd.SHS65$1,086<0.1%歷史
IEXIdex CorpCOM5$1,047<0.1%歷史
ANSSAnsys IncCOM3$1,012<0.1%歷史
DOXAmdocs LtdSHS11$937<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock5$925<0.1%歷史
ADCAgree Realty CorpCOM13$916<0.1%歷史
TXRHTexas Roadhouse, Inc.COM5$903<0.1%歷史
AMEAmetek IncCOM5$902<0.1%歷史
CORCencora, Inc.Stock4$899<0.1%歷史
RVTYRevvity, Inc.COM8$893<0.1%歷史
TROWPrice T Rowe Group IncStock7$792<0.1%歷史
PORPortland General Electric CoCOM NEW18$786<0.1%歷史
HPEHewlett Packard Enterprise CoCOM35$748<0.1%歷史
COOCooper Companies, Inc.COM8$736<0.1%歷史
iShares Core MSCI Total International Stock ETF46432F834ETF11$728<0.1%–
DTEDte Energy CoCOM6$725<0.1%歷史
HEIHeico CorpCOM3$714<0.1%歷史
ROLRollins IncCOM15$696<0.1%歷史
PBFPBF Energy Inc.CL A26$691<0.1%歷史
AFGAmerican Financial Group IncCOM5$685<0.1%歷史
CFCF Industries Holdings, Inc.COM8$683<0.1%歷史
OHIOmega Healthcare Investors IncCOM18$682<0.1%歷史
MORNMorningstar, Inc.COM2$674<0.1%歷史
ELSEquity Lifestyle Properties IncCOM10$666<0.1%歷史
HRLHormel Foods CorpCOM21$659<0.1%歷史
RPMRPM International IncCOM5$616<0.1%歷史
SUISun Communities IncCOM5$615<0.1%歷史
BCTXBriaCell Therapeutics Corp.COM1,000$565<0.1%歷史
MTNVail Resorts IncCOM3$563<0.1%歷史
ORAOrmat Technologies, Inc.COM8$542<0.1%歷史
OVVOvintiv Inc.COM13$527<0.1%歷史
TWTradeweb Markets Inc.Stock4$524<0.1%歷史
MLMMartin Marietta Materials IncCOM1$517<0.1%歷史
WWDWoodward, Inc.COM3$500<0.1%歷史
ITGartner IncCOM1$485<0.1%歷史
RPRXRoyalty Pharma plcSHS CLASS A19$485<0.1%歷史
SCIService Corp InternationalCOM6$479<0.1%歷史
RDFNRedfin CorpCOM60$473<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock1$466<0.1%歷史
NOVTNovanta IncCOM3$459<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock2$458<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C6$449<0.1%歷史
HUBBHubbell IncCOM1$419<0.1%歷史
ERIEErie Indemnity CoCL A1$413<0.1%歷史
DFLIDragonfly Energy Holdings Corp.COM NEW145$404<0.1%歷史
TERTeradyne, IncStock3$378<0.1%歷史
CSLCarlisle Companies IncCOM1$369<0.1%歷史
PTCPTC Inc.Stock2$368<0.1%歷史
Occidental Pete Corp WT Exp 080327674599162Stock12$331<0.1%–
OWLBlue Owl Capital Inc.COM CL A14$326<0.1%歷史
CHDChurch & Dwight Co IncCOM3$315<0.1%歷史
LVSLas Vegas Sands CorpCOM6$309<0.1%歷史
ARMKAramarkCOM8$299<0.1%歷史
BURLBurlington Stores, Inc.COM1$286<0.1%歷史
SWSmurfit Westrock plcStock5$270<0.1%歷史
JJacobs Solutions Inc.COM2$268<0.1%歷史
RNRRenaissancere Holdings LtdCOM1$249<0.1%歷史
TMHCTaylor Morrison Home CorpCOM4$245<0.1%歷史