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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 3 季持倉

持倉截至 2025/9/30，2025/10/29 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
853
較 2025 年第 2 季 −9
總值
$8.64 億
較 2025 年第 2 季 +$2,315 萬 (+2.8%)
申報日
2025/10/29
SEC
HHM Wealth Advisors, LLC 在 2025 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 ETF808524797ETF5,087,213$1.39 億16.1%−102,314−2.0%減碼–
Schwab U.S. Broad Market ETF808524102ETF5,204,886$1.34 億15.5%−263,354−4.8%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,615,280$1.15 億13.3%−150,084−4.0%減碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF808,880$4,626 萬5.4%−51,972−6.0%減碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF790,745$3,462 萬4.0%−28,581−3.5%減碼–
SPDR Series Trust78468R101ST SHO TREAS ETF1,116,467$3,273 萬3.8%+19,773+1.8%加碼–
Vanguard Real Estate ETF922908553ETF304,991$2,788 萬3.2%+19,313+6.8%加碼–
Schwab International Equity ETF808524805ETF1,124,630$2,618 萬3.0%−128,514−10.3%減碼–
AAPLApple Inc.Stock69,068$1,759 萬2.0%−417−0.6%減碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF448,924$1,623 萬1.9%−71,773−13.8%減碼–
Vanguard Dividend Appreciation ETF921908844ETF71,656$1,546 萬1.8%+30.0%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF498,440$1,477 萬1.7%−1,120−0.2%減碼–
Schwab Fundamental International Equity ETF808524755ETF323,869$1,391 萬1.6%+13,985+4.5%加碼–
MSFTMicrosoft CorpStock23,761$1,231 萬1.4%−215−0.9%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF413,659$1,154 萬1.3%−69,255−14.3%減碼–
AMZNAmazon Com IncStock31,925$701.0 萬0.8%−9,725−23.3%減碼歷史
MSTRStrategy IncStock17,982$579.4 萬0.7%−46−0.3%減碼歷史
NVDANVIDIA CorpStock23,644$441.1 萬0.5%−623−2.6%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF8,682$416.4 萬0.5%−714−7.6%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF42,699$406.2 萬0.5%−394−0.9%減碼–
SPDR Series Trust78468R721STATE STREET SPD87,964$400.9 萬0.5%+205+0.2%加碼–
GOOGLAlphabet Inc.Stock14,377$349.5 萬0.4%−907−5.9%減碼歷史
JPMJPMorgan Chase & CoStock9,997$315.3 萬0.4%−245−2.4%減碼歷史
TSLATesla, Inc.Stock6,726$299.1 萬0.3%+213+3.3%加碼歷史
NSCNorfolk Southern CorpStock9,847$295.8 萬0.3%−46−0.5%減碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF89,941$280.3 萬0.3%+91+0.1%加碼–
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER22,291$276.2 萬0.3%00.0%不變–
CATCaterpillar IncStock5,759$274.8 萬0.3%−123−2.1%減碼歷史
HDHome Depot, Inc.Stock6,651$269.5 萬0.3%−916−12.1%減碼歷史
SFBSServisFirst Bancshares, Inc.COM31,049$250.0 萬0.3%−300−1.0%減碼歷史
UNMUnum GroupStock31,299$243.4 萬0.3%+114+0.4%加碼歷史
SPDR Index Shs FDS78463X848ST STR ACWI ETF69,699$243.4 萬0.3%−3,080−4.2%減碼–
GOOGAlphabet Inc.Stock9,962$242.6 萬0.3%−218−2.1%減碼歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B93,488$240.6 萬0.3%−3,205−3.3%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF22,981$227.8 萬0.3%−105−0.5%減碼–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF50,565$225.4 萬0.3%00.0%不變–
iShares Core S&P 500 ETF464287200ETF3,367$225.3 萬0.3%−230−6.4%減碼–
ABBVAbbVie Inc.Stock8,881$205.6 萬0.2%+67+0.8%加碼歷史
SOSouthern CoStock21,449$203.3 萬0.2%−492−2.2%減碼歷史
iShares Tr46436E7180-3 MTH TREASURY20,016$201.6 萬0.2%−3,961−16.5%減碼–
WMTWalmart Inc.Stock19,203$197.9 萬0.2%−773−3.9%減碼歷史
VVisa Inc.Stock5,696$194.4 萬0.2%−251−4.2%減碼歷史
HCAHCA Healthcare, Inc.COM4,520$192.6 萬0.2%00.0%不變歷史
Schwab U.S. REIT ETF808524847ETF85,132$183.6 萬0.2%−640−0.7%減碼–
WMWaste Management IncStock8,283$182.9 萬0.2%−10−0.1%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD36,029$180.4 萬0.2%+1,369+3.9%加碼–
PGProcter & Gamble CoStock11,668$179.3 萬0.2%−131−1.1%減碼歷史
RFRegions Financial CorpCOM64,226$169.4 萬0.2%−6,795−9.6%減碼歷史
Invesco QQQ Tr04609E107UNIT SER 12,758$165.6 萬0.2%+2,758新進–
Invesco S&P 500 Quality ETF46137V241ETF22,476$164.7 萬0.2%00.0%不變–
Vanguard S&P 500 ETF922908363ETF2,677$163.9 萬0.2%+10+0.4%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,856$159.4 萬0.2%00.0%不變–
NFLXNetflix IncStock1,245$149.3 萬0.2%−49−3.8%減碼歷史
LLYEli Lilly & CoStock1,947$148.6 萬0.2%−624−24.3%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF14,641$147.4 萬0.2%+14,641新進–
iShares Russell 1000 Growth ETF464287614ETF3,105$145.4 萬0.2%00.0%不變–
TMToyota Motor CorpADS7,205$137.7 萬0.2%+260+3.7%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF56,807$133.3 萬0.2%−1,181−2.0%減碼–
GLDSPDR Gold TrustETF3,711$131.9 萬0.2%+859+30.1%加碼歷史
CSCOCisco Systems, Inc.Stock18,961$129.7 萬0.2%+80+0.4%加碼歷史
XOMExxonMobil Holdings CorpCOM10,973$123.7 萬0.1%−365−3.2%減碼歷史
UBERUber Technologies, IncStock12,256$120.1 萬0.1%+715+6.2%加碼歷史
UNHUnitedHealth Group IncStock3,437$118.7 萬0.1%+226+7.0%加碼歷史
ORCLOracle CorpStock4,215$118.5 萬0.1%+102+2.5%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,238$118.3 萬0.1%−15−0.2%減碼–
Schwab U.S. Large-Cap ETF808524201ETF44,577$117.4 萬0.1%00.0%不變–
GEGeneral Electric CoStock3,794$114.1 萬0.1%00.0%不變歷史
DXPEDXP Enterprises IncCOM NEW9,578$114.0 萬0.1%−4,800−33.4%減碼歷史
iShares Tr46432F859CORE 1 5 YR USD22,987$112.3 萬0.1%−1,229−5.1%減碼–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF24,235$110.9 萬0.1%00.0%不變–
METAMeta Platforms, Inc.Stock1,346$98.9 萬0.1%−44−3.2%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD11,102$88.7 萬0.1%−1,385−11.1%減碼–
BACBank of America CorpStock17,136$88.4 萬0.1%+236+1.4%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF26,227$87.5 萬0.1%00.0%不變–
JNJJohnson & JohnsonStock4,626$85.8 萬0.1%−322−6.5%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV6,045$84.7 萬0.1%−530−8.1%減碼–
PLTRPalantir Technologies Inc.Stock4,545$82.9 萬0.1%−1,000−18.0%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF5,848$82.4 萬0.1%00.0%不變–
KOCoca Cola CoStock12,165$80.7 萬0.1%−142−1.2%減碼歷史
MAAMid America Apartment Communities Inc.COM5,740$80.2 萬0.1%−515−8.2%減碼歷史
iShares Tr464287119MORNINGSTAR GRWT7,625$79.5 萬0.1%00.0%不變–
MOAltria Group, Inc.Stock11,639$76.9 萬0.1%−158−1.3%減碼歷史
BRK.ABerkshire Hathaway IncCL A1$75.4 萬0.1%00.0%不變歷史
CRWVCoreWeave, Inc.Stock5,466$74.8 萬0.1%+1,300+31.2%加碼歷史
BXBlackstone Inc.COM4,356$74.4 萬0.1%−177−3.9%減碼歷史
ABTAbbott LaboratoriesStock5,503$73.7 萬0.1%−7−0.1%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF24,532$71.4 萬0.1%+12,092+97.2%加碼–
IBITiShares Bitcoin Trust ETFETF10,803$70.2 萬0.1%+638+6.3%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,745$69.8 萬0.1%+20+0.7%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF10,620$69.3 萬0.1%00.0%不變–
iShares Tr464287150CORE S&P TTL STK4,731$68.9 萬0.1%00.0%不變–
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT23,195$68.2 萬0.1%+1,550+7.2%加碼–
VanEck Semiconductor ETF92189F676ETF2,081$67.9 萬0.1%+8+0.4%加碼–
UNPUnion Pacific CorpStock2,867$67.8 萬0.1%+6+0.2%加碼歷史
MLRMiller Industries IncCOM NEW16,757$67.7 萬0.1%00.0%不變歷史
LOWLowes Companies IncStock2,646$66.5 萬0.1%+6+0.2%加碼歷史
NEENextera Energy IncStock8,808$66.5 萬0.1%−63−0.7%減碼歷史
Raytheon Technologies Corp75513E105COM3,966$66.4 萬0.1%+3,966新進–
SPYSPDR S&P 500 ETF TrustETF976$65.0 萬0.1%+191+24.3%加碼歷史
AVGOBroadcom Inc.Stock1,930$63.7 萬0.1%−195−9.2%減碼歷史

2025 年第 2 季之後清倉（95 檔）

2025 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 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
Invesco QQQ Trust Series I46090E103ETF2,648$146.1 萬0.2%–
RTXRTX CorpStock4,229$61.8 萬0.1%歷史
FTNTFortinet, Inc.Stock5,460$57.7 萬0.1%歷史
TGTTarget CorpStock1,915$18.9 萬<0.1%歷史
PWRQuanta Services, Inc.COM280$10.6 萬<0.1%歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF3,700$9.32 萬<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF233$6.28 萬<0.1%–
GNRCGenerac Holdings Inc.Stock430$6.16 萬<0.1%歷史
FRDFriedman Industries IncCOM3,704$6.13 萬<0.1%歷史
ESGREnstar Group LTDSHS163$5.48 萬<0.1%歷史
iShares Tr464288687PFD AND INCM SEC1,688$5.18 萬<0.1%–
GLGlobe Life Inc.COM387$4.81 萬<0.1%歷史
ETHEGrayscale Ethereum Staking ETFETF1,600$3.34 萬<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD2,482$3.24 萬<0.1%–
GOODGladstone Commercial CorpCOM2,076$2.98 萬<0.1%歷史
Bank of Amer Corp0605056827.25%CNV PFD L20$2.43 萬<0.1%–
URGNUroGen Pharma Ltd.COM1,536$2.10 萬<0.1%歷史
PONYPony AI Inc.SPONSORED ADS1,430$1.89 萬<0.1%歷史
INCYIncyte CorpCOM271$1.85 萬<0.1%歷史
SPXCSPX Technologies, Inc.COM107$1.79 萬<0.1%歷史
USALiberty All Star Equity FundSH BEN INT2,402$1.64 萬<0.1%歷史
TTETotalEnergies SESPONSORED ADS256$1.57 萬<0.1%歷史
JNPRJuniper Networks IncCOM375$1.50 萬<0.1%歷史
UAAUnder Armour, Inc.Stock2,000$1.37 萬<0.1%歷史
PRGOPERRIGO Co plcSHS510$1.36 萬<0.1%歷史
BCSBarclays PLCADR622$1.16 萬<0.1%歷史
ALGTAllegiant Travel COCOM210$1.15 萬<0.1%歷史
NGNovagold Resources IncCOM NEW2,500$1.02 萬<0.1%歷史
LCIDLucid Group, Inc.COM3,875$8,177<0.1%歷史
PSAPublic StorageCOM27$7,923<0.1%歷史
HPQHP IncStock280$6,849<0.1%歷史
VALEVale S.A.SPONSORED ADS700$6,797<0.1%歷史
GLDMWorld Gold TrustSPDR GLD MINIS90$5,897<0.1%歷史
SOFISoFi Technologies, Inc.Stock300$5,463<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM400$4,592<0.1%歷史
MKTXMarketaxess Holdings IncCOM19$4,170<0.1%歷史
FISVFiserv IncStock23$3,966<0.1%歷史
IQVIQVIA Holdings Inc.Stock23$3,625<0.1%歷史
APHAmphenol CorpCL A34$3,358<0.1%歷史
CMECME Group Inc.COM11$3,032<0.1%歷史
VTRVentas, Inc.REIT46$2,905<0.1%歷史
LNGCheniere Energy, Inc.COM NEW11$2,679<0.1%歷史
ROKRockwell Automation, IncStock7$2,326<0.1%歷史
MSCIMSCI Inc.Stock4$2,307<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM7$2,283<0.1%歷史
TRGPTarga Resources Corp.COM13$2,264<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A29$2,263<0.1%歷史
AJGArthur J. Gallagher & Co.COM7$2,241<0.1%歷史
RSGRepublic Services, Inc.COM9$2,220<0.1%歷史
DASHDoorDash, Inc.Stock9$2,219<0.1%歷史
VRSKVerisk Analytics, Inc.COM7$2,181<0.1%歷史
AMPAmeriprise Financial IncCOM4$2,135<0.1%歷史
GWWW.W. Grainger, Inc.Stock2$2,081<0.1%歷史
NDAQNasdaq, Inc.COM23$2,057<0.1%歷史
VEEVVeeva Systems IncStock7$2,016<0.1%歷史
MKLMarkel Group Inc.COM1$1,998<0.1%歷史
PENGPenguin Solutions, Inc.SHS100$1,981<0.1%歷史
DGXQuest Diagnostics IncCOM11$1,976<0.1%歷史
CBRECbre Group, Inc.CL A14$1,962<0.1%歷史
PODDInsulet CorpStock6$1,886<0.1%歷史
PEGPublic Service Enterprise Group IncCOM22$1,852<0.1%歷史
FICOFair Isaac CorpCOM1$1,828<0.1%歷史
TEAMAtlassian CorpCL A9$1,828<0.1%歷史
KVUEKenvue Inc.Stock82$1,717<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock7$1,702<0.1%歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF40$1,698<0.1%–
RLRalph Lauren CorpCL A6$1,646<0.1%歷史
PAYCPaycom Software, Inc.Stock7$1,620<0.1%歷史
ELEstee Lauder Companies IncCL A20$1,616<0.1%歷史
FIXComfort Systems USA IncCOM3$1,609<0.1%歷史
ZMZoom Communications, Inc.Stock19$1,482<0.1%歷史
GDDYGoDaddy Inc.CL A8$1,441<0.1%歷史
TOSTToast, Inc.Stock32$1,418<0.1%歷史
EXEExpand Energy CorpCOM12$1,404<0.1%歷史
TRVTravelers Companies, Inc.Stock5$1,338<0.1%歷史
ARAntero Resources CorpCOM32$1,289<0.1%歷史
DFHDream Finders Homes, Inc.COM CL A50$1,257<0.1%歷史
FOXFox CorpCL B COM24$1,240<0.1%歷史
FFIVF5, Inc.Stock4$1,178<0.1%歷史
GTLSChart Industries IncCOM7$1,153<0.1%歷史
TRMBTrimble Inc.COM14$1,064<0.1%歷史
EXELExelixis, Inc.COM24$1,058<0.1%歷史
CASYCaseys General Stores IncCOM2$1,021<0.1%歷史
TPRTapestry, Inc.COM11$966<0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock16$887<0.1%歷史
KLGWK Kellogg CoCOM55$877<0.1%歷史
NTRANatera, Inc.COM5$845<0.1%歷史
AXONAxon Enterprise, Inc.COM1$828<0.1%歷史
VSTVistra Corp.Stock4$776<0.1%歷史
FOXAFox CorpCL A COM13$729<0.1%歷史
AGNCAGNC Investment Corp.REIT55$503<0.1%歷史
FLDFold Holdings, Inc.COM CL A100$423<0.1%歷史
FLNCFluence Energy, Inc.COM CL A50$336<0.1%歷史
DTIDrilling Tools International CorpCOM25$72<0.1%歷史
EMBCEmbecta Corp.Stock4$39<0.1%歷史