Hubbell Strickland Wealth Management, LLC
CIK 1791555 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $277.1M
- 持仓
- 87
- 截至
- 2026年6月30日
按 13F 价值排名第 5415（共 9443） · 前 57.3%
投资组合价值同比（季度）：+10.4% 13F不披露现金
- 前十大持仓权重
- 72.04%
- 前二十五大持仓权重
- 87.41%
- 持仓高于 1%
- 17
- 有效持仓数量
- 8.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.73% 估计买入 $17979815 · 卖出 $1925346
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.6% 仍持有
- 新仓位
- 5
- 增加
- 51
- 减少
- 23
- 已结清
- 1
本页内容
行业细分
Technology
3.4%
Energy
1.7%
Healthcare
1.3%
Retail
0.8%
Consumer Discretionary
0.6%
Financials
0.5%
Communications
0.4%
Consumer products
0.3%
Communication Services
0.2%
Consumer Staples
0.2%
Industrials
0.1%
Materials
0.1%
其他/未映射
90.5%
完整投资组合 87 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VIG | $80191650 | 28.94% | 338905 | $6530000 | 下跌 ×6 | ||
| IVV | $30353478 | 10.95% | 40531 | $3782011 | 下跌 ×1 | ||
| IJH | $18972111 | 6.85% | 246040 | $2736449 | 上涨 ×4 | ||
| SDY | $16077621 | 5.80% | 105649 | $600825 | 下跌 ×1 | ||
| VUG | $14477535 | 5.22% | 168070 | $2652710 | 上涨 ×2 | ||
| DGRO | $9189069 | 3.32% | 121244 | $1286261 | 上涨 ×6 | ||
| IEFA | $8511641 | 3.07% | 88130 | $1019324 | 上涨 ×6 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $7894941 | 2.85% | 82722 | $1300357 | 上涨 ×6 | ||
| PHYS | $7627352 | 2.75% | 252812 | $-1258075 | 上涨 ×1 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $6360654 | 2.30% | 61622 | $1152233 | 上涨 ×6 | ||
| IJR | $4931422 | 1.78% | 33251 | $941582 | 上涨 ×4 | ||
| VTV | $4770567 | 1.72% | 21890 | $490398 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $4295817 | 1.55% | 11516 | $18049 | 下跌 ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3975020 | 1.43% | 39486 | $-174734 | 下跌 ×2 | ||
| VOO | $3280961 | 1.18% | 4777 | $421072 | 下跌 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $3114872 | 1.12% | 22783 | $-714864 | 上涨 ×3 | ||
| EFA | $2843768 | 1.03% | 27376 | $258124 | 上涨 ×5 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2570163 | 0.93% | 27524 | $161665 | 上涨 ×2 | ||
| VTI | $2506462 | 0.90% | 6773 | $380164 | 上涨 ×6 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1913068 | 0.69% | 10171 | $346164 | 上涨 ×1 | ||
| VWO | $1783397 | 0.64% | 29878 | $401661 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $1689170 | 0.61% | 5838 | $207269 | 下跌 ×3 | ||
| CVX Chevron Corporation Common Stock | $1684024 | 0.61% | 10159 | $-406548 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1639276 | 0.59% | 8193 | $210149 | 下跌 ×4 | ||
| MCD McDonald's Corporation Common Stock | $1588847 | 0.57% | 5878 | $-237780 | 上涨 ×1 | ||
| VT | $1518443 | 0.55% | 9675 | $184413 | 上涨 ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1499903 | 0.54% | 5906 | $59188 | 上涨 ×6 | ||
| BRKB | $1415797 | 0.51% | 2829 | $59955 | |||
| DSCO | $1305744 | 0.47% | 52376 | $-730 | 下跌 ×1 | ||
| XLK XLK | $1295844 | 0.47% | 6802 | $392420 | 上涨 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $1178228 | 0.43% | 4682 | $161349 | 上涨 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1144853 | 0.41% | 9747 | $330960 | 下跌 ×2 | ||
| FDVV | $1141183 | 0.41% | 18928 | $70191 | 下跌 ×1 | ||
| IWF | $1013571 | 0.37% | 8163 | $143907 | 上涨 ×6 | ||
| FBTC | $1007585 | 0.36% | 19737 | $-177941 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1004312 | 0.36% | 8867 | $-108982 | 下跌 ×2 | ||
| IDV | $924855 | 0.33% | 22323 | $-15347 | 上涨 ×2 | ||
| VEA | $871991 | 0.31% | 12238 | $182785 | 上涨 ×6 | ||
| IEMG | $845232 | 0.30% | 10203 | $153145 | 上涨 ×6 | ||
| IJK | $811036 | 0.29% | 6902 | $116860 | 上涨 ×1 | ||
| SPY SPY | $785228 | 0.28% | 1051 | $98717 | 下跌 ×2 | ||
| VYM | $716643 | 0.26% | 4535 | $46622 | 上涨 ×3 | ||
| IJS | $711007 | 0.26% | 5202 | $100729 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $705968 | 0.25% | 5056 | $426582 | 下跌 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $613314 | 0.22% | 7174 | $75054 | 上涨 ×5 | ||
| ABT Abbott Laboratories Common Stock | $601243 | 0.22% | 6626 | $-64041 | 上涨 ×3 | ||
| IGM | $585958 | 0.21% | 3582 | $161623 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $537330 | 0.19% | 3664 | $9360 | 上涨 ×6 | ||
| IBM International Business Machines Corporation Common Stock | $507390 | 0.18% | 1804 | $70044 | |||
| MGK | $504609 | 0.18% | 5740 | $83192 | 上涨 ×2 | ||
| AFL AFLAC Incorporated Common Stock | $489106 | 0.18% | 4171 | $31735 | 上涨 ×6 | ||
| DIA | $477234 | 0.17% | 914 | $73037 | 上涨 ×3 | ||
| AOR | $474647 | 0.17% | 6829 | $36142 | 上涨 ×1 | ||
| RRBI Red River Bancshares, Inc. - Common Stock | $467719 | 0.17% | 5124 | $4304 | |||
| HD Home Depot, Inc. (The) Common Stock | $455378 | 0.16% | 1291 | $-1897 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $452882 | 0.16% | 1267 | $54159 | 下跌 ×1 | ||
| IVW | $451315 | 0.16% | 3282 | $77085 | 下跌 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $427339 | 0.15% | 1306 | $77027 | 上涨 ×5 | ||
| IYY | $415281 | 0.15% | 2278 | $54554 | 上涨 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $394069 | 0.14% | 1653 | $49717 | |||
| JEPI | $370763 | 0.13% | 6565 | $1843 | 上涨 ×6 | ||
| VO | $366010 | 0.13% | 4543 | $82538 | 上涨 ×2 | ||
| PM Philip Morris International Inc Common Stock | $356521 | 0.13% | 1971 | $32659 | 上涨 ×5 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $328612 | 0.12% | 2817 | $-83399 | |||
| PEP PepsiCo, Inc. - Common Stock | $309334 | 0.11% | 2285 | $-46894 | 下跌 ×1 | ||
| DOL | $305500 | 0.11% | 4108 | $29943 | 上涨 ×5 | ||
| SYY Sysco Corporation Common Stock | $303903 | 0.11% | 3636 | $41565 | 下跌 ×3 | ||
| RSP | $285410 | 0.10% | 1341 | $27810 | 下跌 ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $269190 | 0.10% | 2444 | $11155 | 下跌 ×1 | ||
| MGC | $265050 | 0.10% | 969 | $2208 | 下跌 ×1 | ||
| SYLD | $262376 | 0.09% | 3318 | $13132 | 上涨 ×1 | ||
| OEF | $251719 | 0.09% | 688 | $41273 | 上涨 ×2 | ||
| DVY iShares Select Dividend ETF | $248583 | 0.09% | 1590 | $9696 | 上涨 ×5 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $247139 | 0.09% | 1337 | ||||
| SCHB | $246199 | 0.09% | 8501 | $33379 | 上涨 ×2 | ||
| COMT iShares GSCI Commodity Dynamic Roll Strategy ETF | $245550 | 0.09% | 8085 | $-27813 | |||
| VBR | $242051 | 0.09% | 996 | $26611 | 上涨 ×3 | ||
| PDEC | $240051 | 0.09% | 5231 | $17733 | |||
| MMM 3M Company Common Stock | $236744 | 0.09% | 1462 | $24495 | 上涨 ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $228636 | 0.08% | 2494 | $16274 | 上涨 ×1 | ||
| VEU | $225645 | 0.08% | 2694 | 上涨 ×1 | |||
| IYE | $225048 | 0.08% | 3977 | $-31726 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $222771 | 0.08% | 186 | 上涨 ×1 | |||
| TMC TMC the metals company Inc. - Common Stock | $219588 | 0.08% | 49568 | $-11897 | |||
| RFV | $215464 | 0.08% | 1507 | 上涨 ×1 | |||
| FNDB | $211637 | 0.08% | 6948 | 上涨 ×1 | |||
| JPST | $202356 | 0.07% | 4001 | $1905 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IJH | $18972111 | 6.85% | 上涨 ×4 |
| DGRO | $9189069 | 3.32% | 上涨 ×6 |
| IEFA | $8511641 | 3.07% | 上涨 ×6 |
| IXUS | $7894941 | 2.85% | 上涨 ×6 |
| ONEQ | $6360654 | 2.30% | 上涨 ×6 |
| IJR | $4931422 | 1.78% | 上涨 ×4 |
| VTV | $4770567 | 1.72% | 上涨 ×6 |
| XOM | $3114872 | 1.12% | 上涨 ×3 |
| EFA | $2843768 | 1.03% | 上涨 ×5 |
| VTI | $2506462 | 0.90% | 上涨 ×6 |
| VWO | $1783397 | 0.64% | 上涨 ×6 |
| VT | $1518443 | 0.55% | 上涨 ×4 |
| JNJ | $1499903 | 0.54% | 上涨 ×6 |
| XLK | $1295844 | 0.47% | 上涨 ×3 |
| IWF | $1013571 | 0.37% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| GOOGL | 2025年3月31日 | 1342 | $253969 | 121.2% |
| DGRW | 2025年12月31日 | 2823 | $251090 | |
| COIN | 2025年12月31日 | 711 | $239955 | -17.2% |
| COP | 2026年6月30日 | 1807 | $238517 | 30.3% |
| BNDX | 2025年9月30日 | 4787 | $237008 | |
| QCOM | 2026年3月31日 | 1323 | $226241 | 25.0% |
| CL | 2025年9月30日 | 2485 | $225886 | 12.9% |
| LDUR | 2025年3月31日 | 2331 | $221446 | 不再跟踪 |
| TSLA | 2025年3月31日 | 532 | $214883 | 34.6% |
| JMST | 2025年9月30日 | 4153 | $211471 | 不再跟踪 |
| SCHB | 2025年3月31日 | 9238 | $209701 | 不再跟踪 |
| OEF | 2025年3月31日 | 709 | $204879 | 不再跟踪 |
| TSLA | 2026年3月31日 | 452 | $203415 | -6.2% |
| STZ | 2025年3月31日 | 917 | $202695 | -26.8% |
| PDEC | 2025年3月31日 | 5231 | $200975 | 不再跟踪 |
| XAGE | 2025年6月30日 | 90054 | $11266 | 不再跟踪 |