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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 2 季持倉

持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
862
較 2025 年第 1 季 −60
總值
$8.41 億
較 2025 年第 1 季 +$9,848 萬 (+13.3%)
申報日
2025/8/11
SEC
HHM Wealth Advisors, LLC 在 2025 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 ETF808524797ETF5,189,527$1.38 億16.3%+214,249+4.3%加碼–
Schwab U.S. Broad Market ETF808524102ETF5,468,240$1.30 億15.5%+1,304,073+31.3%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,765,364$1.10 億13.1%+221,638+6.3%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF860,852$4,681 萬5.6%+49,020+6.0%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF819,326$3,262 萬3.9%+42,722+5.5%加碼–
SPDR Series Trust78468R101ST SHO TREAS ETF1,096,694$3,212 萬3.8%−34,940−3.1%減碼–
Schwab International Equity ETF808524805ETF1,253,144$2,769 萬3.3%+20,681+1.7%加碼–
Vanguard Real Estate ETF922908553ETF285,678$2,544 萬3.0%+6,083+2.2%加碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF520,697$1,719 萬2.0%+4,254+0.8%加碼–
Vanguard Dividend Appreciation ETF921908844ETF71,653$1,467 萬1.7%+3,695+5.4%加碼–
AAPLApple Inc.Stock69,485$1,426 萬1.7%+391+0.6%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF499,560$1,401 萬1.7%−6,299−1.2%減碼–
Schwab Fundamental International Equity ETF808524755ETF309,884$1,240 萬1.5%+5,701+1.9%加碼–
Schwab U.S. Small-Cap ETF808524607ETF482,914$1,222 萬1.5%+43,499+9.9%加碼–
MSFTMicrosoft CorpStock23,976$1,193 萬1.4%−865−3.5%減碼歷史
AMZNAmazon Com IncStock41,650$913.8 萬1.1%+751+1.8%加碼歷史
MSTRStrategy IncStock18,028$728.7 萬0.9%−17−0.1%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF9,396$411.9 萬0.5%+393+4.4%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF43,093$404.5 萬0.5%−792−1.8%減碼–
SPDR Series Trust78468R721STATE STREET SPD87,759$392.0 萬0.5%+9,778+12.5%加碼–
NVDANVIDIA CorpStock24,267$383.4 萬0.5%+3,354+16.0%加碼歷史
JPMJPMorgan Chase & CoStock10,242$296.9 萬0.4%−99−1.0%減碼歷史
HDHome Depot, Inc.Stock7,567$277.4 萬0.3%−102−1.3%減碼歷史
GOOGLAlphabet Inc.Stock15,284$269.4 萬0.3%+1,759+13.0%加碼歷史
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER22,291$263.5 萬0.3%00.0%不變–
Schwab Fundamental U.S. Small Company ETF808524763ETF89,850$257.4 萬0.3%+500+0.6%加碼–
NSCNorfolk Southern CorpStock9,893$253.2 萬0.3%+5+0.1%加碼歷史
UNMUnum GroupStock31,185$251.9 萬0.3%+26,876+623.7%加碼歷史
SFBSServisFirst Bancshares, Inc.COM31,349$243.0 萬0.3%−2,200−6.6%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY23,977$241.4 萬0.3%−4,226−15.0%減碼–
SPDR Index Shs FDS78463X848ST STR ACWI ETF72,779$237.7 萬0.3%−6,380−8.1%減碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B96,693$231.9 萬0.3%00.0%不變–
CATCaterpillar IncStock5,882$228.3 萬0.3%−224−3.7%減碼歷史
iShares Core S&P 500 ETF464287200ETF3,597$223.3 萬0.3%−541−13.1%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF23,086$216.5 萬0.3%00.0%不變–
VVisa Inc.Stock5,947$211.2 萬0.3%−123−2.0%減碼歷史
TSLATesla, Inc.Stock6,513$206.9 萬0.2%+1,238+23.5%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF50,565$206.2 萬0.2%−5,800−10.3%減碼–
SOSouthern CoStock21,941$201.5 萬0.2%−510−2.3%減碼歷史
LLYEli Lilly & CoStock2,571$200.4 萬0.2%−51−1.9%減碼歷史
WMTWalmart Inc.Stock19,976$195.3 萬0.2%−131−0.7%減碼歷史
WMWaste Management IncStock8,293$189.8 萬0.2%00.0%不變歷史
PGProcter & Gamble CoStock11,799$188.0 萬0.2%−121−1.0%減碼歷史
Schwab U.S. REIT ETF808524847ETF85,772$181.5 萬0.2%−3,315−3.7%減碼–
GOOGAlphabet Inc.Stock10,180$180.6 萬0.2%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF43,191$178.9 萬0.2%+2,675+6.6%加碼–
NFLXNetflix IncStock1,294$173.3 萬0.2%−106−7.6%減碼歷史
HCAHCA Healthcare, Inc.COM4,520$173.2 萬0.2%−28−0.6%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD34,660$169.9 萬0.2%−1,698−4.7%減碼–
RFRegions Financial CorpCOM71,021$167.0 萬0.2%−89−0.1%減碼歷史
ABBVAbbVie Inc.Stock8,814$163.6 萬0.2%−219−2.4%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF22,476$160.2 萬0.2%−810−3.5%減碼–
Vanguard S&P 500 ETF922908363ETF2,667$151.5 萬0.2%−41−1.5%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,856$147.6 萬0.2%−71−1.4%減碼–
Invesco QQQ Trust Series I46090E103ETF2,648$146.1 萬0.2%+528+24.9%加碼–
Schwab US Aggregate Bond ETF808524839ETF57,988$134.8 萬0.2%−8,948−13.4%減碼–
iShares Russell 1000 Growth ETF464287614ETF3,105$131.8 萬0.2%00.0%不變–
CSCOCisco Systems, Inc.Stock18,881$131.0 萬0.2%−98−0.5%減碼歷史
DXPEDXP Enterprises IncCOM NEW14,378$126.0 萬0.1%−2,200−13.3%減碼歷史
XOMExxonMobil Holdings CorpCOM11,338$122.2 萬0.1%−108−0.9%減碼歷史
TMToyota Motor CorpADS6,945$119.6 萬0.1%+50+0.7%加碼歷史
iShares Tr46432F859CORE 1 5 YR USD24,216$117.8 萬0.1%−420−1.7%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,253$113.6 萬0.1%00.0%不變–
Schwab U.S. Large-Cap ETF808524201ETF44,577$108.9 萬0.1%00.0%不變–
UBERUber Technologies, IncStock11,541$107.7 萬0.1%−1,075−8.5%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF24,235$107.0 萬0.1%−5,895−19.6%減碼–
METAMeta Platforms, Inc.Stock1,390$102.6 萬0.1%+155+12.6%加碼歷史
UNHUnitedHealth Group IncStock3,211$100.2 萬0.1%+264+9.0%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD12,487$99.3 萬0.1%+1,005+8.8%加碼–
GEGeneral Electric CoStock3,794$97.7 萬0.1%+300+8.6%加碼歷史
MAAMid America Apartment Communities Inc.COM6,255$92.6 萬0.1%00.0%不變歷史
ORCLOracle CorpStock4,113$89.9 萬0.1%−179−4.2%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV6,575$89.2 萬0.1%00.0%不變–
KOCoca Cola CoStock12,307$87.1 萬0.1%−86−0.7%減碼歷史
GLDSPDR Gold TrustETF2,852$86.9 萬0.1%+91+3.3%加碼歷史
BACBank of America CorpStock16,900$80.0 萬0.1%−813−4.6%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF26,227$79.0 萬0.1%−22−0.1%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF5,848$78.0 萬0.1%+6+0.1%加碼–
PLTRPalantir Technologies Inc.Stock5,545$75.6 萬0.1%−753−12.0%減碼歷史
JNJJohnson & JohnsonStock4,948$75.6 萬0.1%−54−1.1%減碼歷史
ABTAbbott LaboratoriesStock5,510$74.9 萬0.1%−200−3.5%減碼歷史
MLRMiller Industries IncCOM NEW16,757$74.5 萬0.1%+6,759+67.6%加碼歷史
iShares Tr464287119MORNINGSTAR GRWT7,625$73.9 萬0.1%00.0%不變–
BRK.ABerkshire Hathaway IncCL A1$72.9 萬0.1%+1新進歷史
MOAltria Group, Inc.Stock11,797$69.2 萬0.1%−330−2.7%減碼歷史
DISWalt Disney CoStock5,499$68.2 萬0.1%−43−0.8%減碼歷史
PMPhilip Morris International Inc.Stock3,736$68.0 萬0.1%−85−2.2%減碼歷史
CRWVCoreWeave, Inc.Stock4,166$67.9 萬0.1%+4,166新進歷史
PNFPPinnacle Financial Partners, Inc.COM6,144$67.8 萬0.1%−6,795−52.5%減碼歷史
BXBlackstone Inc.COM4,533$67.8 萬0.1%−52−1.1%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF10,620$65.9 萬0.1%00.0%不變–
UNPUnion Pacific CorpStock2,861$65.8 萬0.1%−448−13.5%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,725$64.6 萬0.1%+200+7.9%加碼–
iShares Tr464287150CORE S&P TTL STK4,731$63.9 萬0.1%+4,335+1,094.7%加碼–
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT21,645$63.2 萬0.1%00.0%不變–
IBITiShares Bitcoin Trust ETFETF10,165$62.2 萬0.1%+530+5.5%加碼歷史
ACNAccenture plcStock2,077$62.1 萬0.1%−33−1.6%減碼歷史
RTXRTX CorpStock4,229$61.8 萬0.1%−399−8.6%減碼歷史
NEENextera Energy IncStock8,871$61.6 萬0.1%−43−0.5%減碼歷史
ORealty Income CorpREIT10,382$59.8 萬0.1%−275−2.6%減碼歷史

2025 年第 1 季之後清倉（94 檔）

2025 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 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
DFSDiscover Financial ServicesCOM1,407$24.0 萬<0.1%歷史
Matthews Asia FDS577125826ASIA INNOV ACTIV1,215$3.40 萬<0.1%–
Matthews Asia FDS577125818EMER MKTS EQUITY1,130$3.31 萬<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF975$2.32 萬<0.1%–
WSTWest Pharmaceutical Services IncCOM100$2.24 萬<0.1%歷史
EFXEquifax IncCOM83$2.02 萬<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF143$1.51 萬<0.1%–
LRCXLam Research CorpStock204$1.48 萬<0.1%歷史
JQCNuveen Credit Strategies Income FundCOM SHS2,500$1.34 萬<0.1%歷史
MANManpowerGroup Inc.COM200$1.16 萬<0.1%歷史
CVLGCovenant Logistics Group, Inc.CL A460$1.02 萬<0.1%歷史
SNYSanofiSPONSORED ADR138$7,654<0.1%歷史
ProShares Tr74347B698RUSS 2000 DIVD114$7,488<0.1%–
CORZZCore Scientific, Inc.*W EXP 01/23/202946$6,793<0.1%歷史
FTSFortis Inc.COM115$5,242<0.1%歷史
YUMYum Brands IncStock32$5,036<0.1%歷史
Amplify ETF Tr032108805AMPLIFY LITHIUM500$4,175<0.1%–
DVAXDynavax Technologies CorpCOM NEW300$3,891<0.1%歷史
TERNTerns Pharmaceuticals, Inc.COM1,400$3,864<0.1%歷史
PPGPPG Industries IncStock29$3,147<0.1%歷史
CVNACarvana Co.CL A15$3,137<0.1%歷史
ESSEssex Property Trust, Inc.COM10$3,066<0.1%歷史
AVBAvalonbay Communities IncCOM13$2,791<0.1%歷史
CHKPCheck Point Software Technologies LtdORD11$2,508<0.1%歷史
ARCCAres Capital CorpCEF112$2,482<0.1%歷史
ICLRIcon PLCCOM14$2,450<0.1%歷史
VODVodafone Group Public Ltd CoADR261$2,443<0.1%歷史
BKRBaker Hughes CoCL A54$2,374<0.1%歷史
MTDMettler Toledo International IncCOM2$2,362<0.1%歷史
RTORentokil Initial PLCSPONSORED ADR100$2,290<0.1%歷史
TUTelus CorpCOM154$2,209<0.1%歷史
LELands' End, Inc.COM200$2,036<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM27$1,896<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A1$1,855<0.1%歷史
SPGSimon Property Group Inc.REIT10$1,661<0.1%歷史
KSSKOHLS CorpStock200$1,636<0.1%歷史
EQIXEquinix IncCOM2$1,631<0.1%歷史
DVNDevon Energy CorpStock40$1,505<0.1%歷史
IMKTAIngles Markets IncCL A22$1,433<0.1%歷史
LHLabcorp Holdings Inc.Stock6$1,397<0.1%歷史
MIDDMIDDLEBY CorpCOM9$1,368<0.1%歷史
LNTAlliant Energy CorpStock21$1,352<0.1%歷史
DDDuPont de Nemours, Inc.COM18$1,345<0.1%歷史
EXPEagle Materials IncCOM6$1,332<0.1%歷史
ASPNAspen Aerogels IncCOM200$1,278<0.1%歷史
MASMasco CorpCOM17$1,183<0.1%歷史
EXPEExpedia Group, Inc.Stock7$1,177<0.1%歷史
LADLithia Motors IncCOM4$1,175<0.1%歷史
TYLTyler Technologies IncCOM2$1,163<0.1%歷史
PNWPinnacle West Capital CorpCOM12$1,143<0.1%歷史
IPInternational Paper CoCOM21$1,121<0.1%歷史
WATWaters CorpCOM3$1,106<0.1%歷史
BBYBest Buy Co IncStock15$1,105<0.1%歷史
LSCCLattice Semiconductor CorpCOM21$1,102<0.1%歷史
OGEOGE Energy Corp.COM23$1,058<0.1%歷史
PINSPinterest, Inc.CL A34$1,054<0.1%歷史
DAYDayforce, Inc.COM18$1,050<0.1%歷史
CPAYCorpay, Inc.COM SHS3$1,047<0.1%歷史
WSOWatsco IncCOM2$1,017<0.1%歷史
WYNNWynn Resorts LtdCOM12$1,002<0.1%歷史
TDYTeledyne Technologies IncCOM2$996<0.1%歷史
PKGPackaging Corp of AmericaStock5$991<0.1%歷史
UTHRUnited Therapeutics CorpCOM3$925<0.1%歷史
EXCExelon CorpStock20$922<0.1%歷史
LASELaser Photonics CorpCOM300$921<0.1%歷史
VFCV F CorpStock59$916<0.1%歷史
XELXcel Energy IncStock12$850<0.1%歷史
ROKURoku, IncCOM CL A12$846<0.1%歷史
EPAMEPAM Systems, Inc.COM5$845<0.1%歷史
TAPMolson Coors Beverage CoCL B13$792<0.1%歷史
WCCWesco International IncCOM5$777<0.1%歷史
ATOAtmos Energy CorpCOM5$773<0.1%歷史
PEverpure, Inc.CL A17$753<0.1%歷史
TRUTransUnionCOM9$747<0.1%歷史
KKellanovaStock9$743<0.1%歷史
ARESAres Management CorpCL A COM STK5$734<0.1%歷史
DECKDeckers Outdoor CorpCOM6$671<0.1%歷史
RBCRBC Bearings INCCOM2$644<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM100$632<0.1%歷史
LIILennox International IncCOM1$561<0.1%歷史
XPOXPO, Inc.COM5$538<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES8$410<0.1%–
EVREvercore Inc.CLASS A2$400<0.1%歷史
SFStifel Financial CorpCOM4$378<0.1%歷史
GWREGuidewire Software, Inc.COM2$375<0.1%歷史
LPLALPL Financial Holdings Inc.COM1$328<0.1%歷史
CIENCiena CorpCOM NEW3$182<0.1%歷史
KHCKraft Heinz CoStock3$92<0.1%歷史
UDRUDR, Inc.COM2$91<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM3$82<0.1%歷史
BERYBerry Global Group, Inc.COM1$70<0.1%歷史
YCBDcbdMD, Inc.COM NEW67$16<0.1%歷史
XXII22nd Century Group, Inc.COM NEW1$2<0.1%歷史
Nuveen CR Strategies Income67073D110RIGHT 04/29/20252,500$00.0%–