HHM Wealth Advisors, LLC 13F 持仓 · 2026年Q2
HHM Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 895 只证券，申报市值合计 9.96 亿美元。前几大持仓：SCHD（16.91%）、SCHB（15.29%）、SCHG（12.67%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $168.5M | 16.91% | 5.3M | 增持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $152.3M | 15.29% | 5.3M | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $126.2M | 12.67% | 3.7M | 增持 |
| 4 | SPMD | SPDR SERIES TRUST | $57.9M | 5.81% | 856,429 | 增持 |
| 5 | SPTS | SPDR SERIES TRUST | $37.7M | 3.78% | 1.3M | 减持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $31.0M | 3.11% | 1.1M | 增持 |
| 7 | VNQ | VANGUARD INDEX FDS | $30.7M | 3.08% | 318,158 | 增持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $28.1M | 2.82% | 224,884 | 增持 |
| 9 | FNDF | SCHWAB STRATEGIC TR | $20.1M | 2.02% | 381,584 | 增持 |
| 10 | AAPL | APPLE INC | $19.9M | 1.99% | 68,653 | 减持 |
| 11 | FNDE | SCHWAB STRATEGIC TR | $19.1M | 1.92% | 480,918 | 增持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $17.9M | 1.80% | 75,800 | 增持 |
| 13 | SCHM | SCHWAB STRATEGIC TR | $17.4M | 1.75% | 472,953 | 减持 |
| 14 | SCHA | SCHWAB STRATEGIC TR | $17.3M | 1.74% | 479,778 | 增持 |
| 15 | CALF | PACER FDS TR | $12.7M | 1.27% | 250,104 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $10.0M | 1.00% | 26,765 | 增持 |
| 17 | AMZN | AMAZON COM INC | $8.2M | 0.82% | 34,412 | 增持 |
| 18 | CAT | CATERPILLAR INC | $5.4M | 0.55% | 5,112 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $5.3M | 0.53% | 26,350 | 增持 |
| 20 | UNM | UNUM GROUP | $5.2M | 0.53% | 31,593 | 增持 |
| 21 | GOOGL | ALPHABET INC | $4.5M | 0.46% | 12,723 | 增持 |
| 22 | VUG | VANGUARD INDEX FDS | $4.1M | 0.41% | 47,512 | 增持 |
| 23 | GOOG | ALPHABET INC | $3.6M | 0.37% | 10,313 | 增持 |
| 24 | IVV | ISHARES TR | $3.7M | 0.37% | 4,953 | 增持 |
| 25 | FNDA | SCHWAB STRATEGIC TR | $3.6M | 0.36% | 93,414 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR