HBE Wealth Management, LLC
CIK 2104442 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $139.2M
- Posisi
- 59
- Per tanggal
- 30 Juni 2026
#7.624 dari 9.443 berdasarkan nilai 13F · top 80.7%
Nilai portofolio QoQ: +21.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 72,94%
- Bobot 25 kepemilikan teratas
- 90,85%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 15,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,14% Perkiraan pembelian $15.262.372 · penjualan $1.446.914
- Posisi baru
- 8
- Meningkat
- 29
- Menurun
- 14
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,5%
Industrials
1,4%
Communication Services
0,9%
Retail
0,8%
Healthcare
0,7%
Energy
0,3%
Financials
0,2%
Lainnya/Tidak terpetakan
92,3%
Portofolio lengkap 59 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BSVO EA Bridgeway Omni Small-Cap Value ETF | $18.125.792 | 13,02% | 620.965 | $2.426.148 | Naik ×2 | ||
| ITOT | $14.980.361 | 10,76% | 91.194 | $3.788.788 | Naik ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $12.590.006 | 9,04% | 213.462 | $648.622 | Naik ×2 | ||
| AVDV | $10.727.037 | 7,70% | 104.095 | $2.976.378 | Naik ×1 | ||
| DFSD | $9.226.655 | 6,63% | 193.228 | $385.571 | Naik ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $8.968.310 | 6,44% | 178.545 | $587.012 | Naik ×1 | ||
| DFEM | $8.275.366 | 5,94% | 203.626 | $2.798.922 | Naik ×2 | ||
| DFAC | $7.662.999 | 5,50% | 172.746 | $1.197.574 | Naik ×2 | ||
| IDEV | $6.528.519 | 4,69% | 73.346 | $1.926.650 | Naik ×1 | ||
| DIHP | $4.466.532 | 3,21% | 130.887 | $1.700.134 | Naik ×2 | ||
| DUHP | $4.234.234 | 3,04% | 101.467 | $884.819 | Naik ×2 | ||
| AVUV | $2.624.576 | 1,89% | 21.037 | $277.420 | Turun ×1 | ||
| VTI | $2.411.921 | 1,73% | 6.518 | $310.295 | Turun ×1 | ||
| DFAT | $2.192.366 | 1,57% | 31.364 | $224.214 | Turun ×2 | ||
| DFIV | $1.804.322 | 1,30% | 33.401 | $41.417 | |||
| DFAX | $1.465.186 | 1,05% | 39.772 | $107.869 | Turun ×1 | ||
| AME AMETEK, Inc. | $1.458.172 | 1,05% | 6.027 | $166.653 | Naik ×1 | ||
| BRKB | $1.318.027 | 0,95% | 2.634 | $74.024 | Naik ×2 | ||
| DFSV | $1.310.637 | 0,94% | 33.788 | $126.705 | |||
| DISV | $1.297.008 | 0,93% | 32.320 | $149.724 | Naik ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $1.177.639 | 0,85% | 10.027 | $20.900 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $995.109 | 0,71% | 3.439 | $196.686 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $959.031 | 0,69% | 4.793 | $169.348 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $894.875 | 0,64% | 2.399 | $70.506 | Naik ×2 | ||
| BSV | $788.984 | 0,57% | 10.127 | $-31.337 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $756.491 | 0,54% | 3.174 | $101.690 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $731.746 | 0,53% | 2.071 | $143.109 | Naik ×1 | ||
| DFNM | $717.195 | 0,52% | 14.838 | Naik ×1 | |||
| DFUV | $701.944 | 0,50% | 12.760 | $83.630 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $587.024 | 0,42% | 1.554 | $73.547 | Turun ×1 | ||
| DFAU | $531.063 | 0,38% | 10.274 | $60.281 | Turun ×1 | ||
| VEA | $491.269 | 0,35% | 6.895 | $60.395 | Naik ×1 | ||
| IJS | $486.991 | 0,35% | 3.563 | $64.954 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $473.682 | 0,34% | 1.325 | $99.174 | Naik ×2 | ||
| IEMG | $458.410 | 0,33% | 5.534 | $72.210 | Turun ×2 | ||
| VOO | $405.905 | 0,29% | 591 | $74.862 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $376.299 | 0,27% | 326 | $175.622 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $370.319 | 0,27% | 2.882 | $25.702 | Naik ×2 | ||
| SPDW | $357.567 | 0,26% | 7.096 | $33.635 | |||
| LLY Eli Lilly and Company Common Stock | $347.835 | 0,25% | 290 | $79.262 | Turun ×1 | ||
| DFIC | $335.959 | 0,24% | 9.017 | $15.605 | Naik ×1 | ||
| DFAI | $325.251 | 0,23% | 7.885 | $32.354 | Naik ×1 | ||
| QUAL | $312.468 | 0,22% | 1.424 | $39.331 | |||
| INTC Intel Corporation - Common Stock | $307.884 | 0,22% | 2.205 | $66.581 | Turun ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $295.193 | 0,21% | 837 | Naik ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $289.365 | 0,21% | 146 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $273.865 | 0,20% | 632 | Naik ×1 | |||
| IQLT | $271.584 | 0,20% | 5.481 | $-21.144 | Turun ×1 | ||
| JBHT J.B. Hunt Transport Services, Inc. - Common Stock | $258.461 | 0,19% | 893 | Naik ×1 | |||
| SPTM | $254.212 | 0,18% | 2.800 | $32.844 | |||
| WDC Western Digital Corporation - Common Stock | $251.656 | 0,18% | 394 | Naik ×1 | |||
| MUB | $249.033 | 0,18% | 2.314 | $3.402 | |||
| IVLU | $240.967 | 0,17% | 5.762 | $12.331 | |||
| CB Chubb Limited Common Stock | $237.155 | 0,17% | 696 | $10.960 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $215.038 | 0,15% | 1.164 | Naik ×1 | |||
| SPMO | $211.779 | 0,15% | 1.311 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $208.771 | 0,15% | 1.527 | $-52.505 | Turun ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $208.066 | 0,15% | 3.611 | $-12.275 | Turun ×1 | ||
| FTI TechnipFMC plc Ordinary Share | $202.613 | 0,15% | 3.056 | $-8.026 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ITOT | Beli lebih banyak | +13K | +$3.8M |
| AVDV | Beli lebih banyak | +26K | +$3.0M |
| DFEM | Beli lebih banyak | +45K | +$2.8M |
| BSVO | Beli lebih banyak | +2K | +$2.4M |
| IDEV | Beli lebih banyak | +18K | +$1.9M |
| DIHP | Beli lebih banyak | +45K | +$1.7M |
| DFAC | Beli lebih banyak | +6K | +$1.2M |
| DUHP | Beli lebih banyak | +10K | +$885K |
| VGIT | Beli lebih banyak | +13K | +$649K |
| VTIP | Beli lebih banyak | +11K | +$587K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.