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HBK Sorce Advisory LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HBK Sorce Advisory LLC
报告期 2026-03-31 · CIK 0001379995
持仓数
664
前50大市值合计
$4.33B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 8
增持 81
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SCHX
SCHWAB STRATEGIC TR
+$33.6M
3,442,271
-0%
增持
AAPL
APPLE INC
+$15.3M
359,536
+5%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$10.3M
896,800
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$7.0M
1,881,940
-1%
增持
XT
ISHARES TR
+$5.7M
933,915
+5%
增持
MSFT
MICROSOFT CORP
+$4.8M
85,557
+0%
建仓
XMTR
XOMETRY INC
+$4.7M
92,139
增持
EFAV
ISHARES TR
+$4.1M
1,258,693
+2%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.9M
579,300
-2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.3M
319,254
-16%
减持
—
ACCENTURE PLC IRELAND
+$3.3M
35,057
-0%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.3M
247,974
+86%
增持
HD
HOME DEPOT INC
+$2.7M
21,557
+13%
增持
META
META PLATFORMS INC
+$2.6M
31,001
+35%
增持
IWN
ISHARES TR
+$2.5M
187,307
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.3M
550,644
+1%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
52,841
+0%
增持
TFI
SPDR SER TR
+$2.3M
91,237
+91%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
22,610
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
17,514
+4%
减持
PFE
PFIZER INC
+$2.2M
137,723
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
86,854
+3%
减持
TSLA
TESLA INC
+$2.0M
7,463
-2%
清仓
—
GENERAL ELECTRIC CO
-$2.0M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.8M
43,746
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
14,075
+6%
增持
GPN
GLOBAL PMTS INC
-$1.8M
117,805
+5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.8M
6,464
-77%
减持
IWF
ISHARES TR
+$1.7M
58,739
-1%
减持
CMCSA
COMCAST CORP NEW
-$1.6M
288,359
-0%
清仓
IEF
ISHARES TR
-$1.5M
0
-100%
减持
ILMN
ILLUMINA INC
-$1.4M
866
-80%
增持
VV
VANGUARD INDEX FDS
+$1.3M
63,891
+0%
增持
LLY
LILLY ELI & CO
+$1.3M
22,666
+5%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
8,225
+9%
减持
QCOM
QUALCOMM INC
+$1.3M
23,739
-0%
建仓
MEDP
MEDPACE HLDGS INC
+$1.3M
5,759
减持
—
MEDTRONIC PLC
-$1.2M
14,990
-32%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
32,263
+107%
减持
IVE
ISHARES TR
-$1.2M
11,478
-45%
减持
PG
PROCTER AND GAMBLE CO
+$1.2M
64,167
-4%
增持
CVS
CVS HEALTH CORP
+$1.2M
59,971
+1%
增持
CVX
CHEVRON CORP NEW
+$1.1M
52,409
+6%
清仓
JETS
ETF SER SOLUTIONS
-$1.0M
0
-100%
减持
T
AT&T INC
-$1.0M
140,210
-15%
增持
UNP
UNION PAC CORP
+$1.0M
14,920
+6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$932.0K
51,200
增持
IVW
ISHARES TR
+$916.0K
27,923
+45%
增持
PYPL
PAYPAL HLDGS INC
-$887.0K
12,987
+1%
增持
GOOGL
ALPHABET INC
+$883.0K
3,674
+1%
增持
JPM
JPMORGAN CHASE & CO
-$857.0K
231,781
+1%
增持
JNJ
JOHNSON & JOHNSON
+$829.0K
61,325
+2%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
+$827.0K
140,645
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$816.0K
137,832
+0%
减持
VTI
VANGUARD INDEX FDS
+$791.0K
103,247
-5%
清仓
DRI
DARDEN RESTAURANTS INC
-$786.0K
0
-100%
增持
ABBV
ABBVIE INC
+$774.0K
26,089
+2%
增持
ABT
ABBOTT LABS
+$759.0K
19,385
+16%
减持
IWB
ISHARES TR
+$752.0K
33,508
-0%
增持
GOOG
ALPHABET INC
+$749.0K
2,618
+2%
减持
LQD
ISHARES TR
-$697.0K
8,917
-37%
增持
KO
COCA COLA CO
+$677.0K
90,177
+2%
增持
GWW
GRAINGER W W INC
+$639.0K
4,742
+3%
增持
—
EXXON MOBIL CORP
+$636.0K
95,026
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$636.0K
27,587
-1%
增持
NEE
NEXTERA ENERGY INC
+$630.0K
42,372
+0%
减持
LOW
LOWES COS INC
+$617.0K
17,904
-9%
增持
IJR
ISHARES TR
+$591.0K
100,599
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$589.0K
2,398
-59%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$571.0K
25,821
+136%
减持
IWD
ISHARES TR
+$568.0K
58,520
-1%
增持
CSCO
CISCO SYS INC
+$547.0K
58,926
+1%
减持
IWR
ISHARES TR
-$538.0K
39,551
-19%
增持
ITOT
ISHARES TR
+$534.0K
27,297
+13%
减持
PEP
PEPSICO INC
+$516.0K
29,499
-4%
清仓
BSV
VANGUARD BD INDEX FDS
-$513.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$509.0K
1,552
+208%
减持
SMMV
ISHARES TR
-$500.0K
73,645
-19%
减持
PFF
ISHARES TR
-$500.0K
65,717
-17%
减持
SHW
SHERWIN WILLIAMS CO
+$493.0K
6,820
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$492.0K
12,349
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$489.0K
4,452
+39%
减持
MRK
MERCK & CO INC
-$478.0K
60,531
-11%
增持
ROST
ROSS STORES INC
+$470.0K
22,980
+16%
建仓
VCR
VANGUARD WORLD FDS
+$467.0K
1,372
增持
AVGO
BROADCOM INC
+$461.0K
2,520
+1%
增持
IHF
ISHARES TR
+$460.0K
11,145
+3%
增持
—
PERRIGO CO PLC
+$459.0K
25,576
+126%
增持
—
BLACKROCK INC
+$450.0K
4,566
+3%
增持
AMZN
AMAZON COM INC
+$448.0K
3,901
+2%
增持
ZTS
ZOETIS INC
+$447.0K
8,660
+1%
增持
F
FORD MTR CO DEL
+$442.0K
62,328
+3%
增持
SWK
STANLEY BLACK & DECKER INC
+$438.0K
6,765
+41%
增持
SPYM
SPDR SER TR
+$424.0K
29,753
+21%
增持
SNAP
SNAP INC
+$423.0K
18,217
+210%
增持
CAG
CONAGRA BRANDS INC
+$421.0K
45,578
+36%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$421.0K
8,245
增持
EFA
ISHARES TR
+$412.0K
72,385
+7%
建仓
VUSB
VANGUARD BD INDEX FDS
+$410.0K
8,200
增持
MCD
MCDONALDS CORP
+$410.0K
14,431
+1%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$409.0K
15,516
+62%
增持
MRSH
MARSH & MCLENNAN COS INC
+$396.0K
15,584
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$391.0K
9,346
-1%
减持
—
TEMPLETON GLOBAL INCOME FD
-$389.0K
51,535
-58%
减持
TTD
THE TRADE DESK INC
+$381.0K
18,132
-0%
减持
ARKK
ARK ETF TR
-$380.0K
23,576
-0%
增持
VTV
VANGUARD INDEX FDS
+$378.0K
4,246
+133%
增持
V
VISA INC
+$376.0K
30,275
+9%
增持
IEMG
ISHARES INC
+$372.0K
13,228
+94%
减持
BA
BOEING CO
-$371.0K
15,547
-2%
增持
VBR
VANGUARD INDEX FDS
+$369.0K
3,369
+144%
增持
AMGN
AMGEN INC
+$368.0K
12,937
+8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$361.0K
8,517
-2%
减持
NKE
NIKE INC
+$359.0K
16,936
-0%
减持
—
ETF MANAGERS TR
-$344.0K
31,857
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$343.0K
9,389
+19%
增持
WMT
WALMART INC
+$342.0K
25,700
+6%
清仓
—
PAGSEGURO DIGITAL LTD
-$342.0K
0
-100%
减持
IWS
ISHARES TR
+$339.0K
39,527
-0%
减持
SCHH
SCHWAB STRATEGIC TR
+$337.0K
96,702
-7%
减持
SQ
BLOCK INC
-$336.0K
3,944
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$334.0K
9,547
-37%
减持
VZ
VERIZON COMMUNICATIONS INC
-$333.0K
83,822
-3%
增持
IJH
ISHARES TR
+$332.0K
15,378
+1%
清仓
—
DRAFTKINGS INC
-$328.0K
0
-100%
清仓
—
CARNIVAL CORP
-$327.0K
0
-100%
增持
SCZ
ISHARES TR
+$322.0K
10,142
+80%
增持
IEFA
ISHARES TR
+$317.0K
22,579
+23%
增持
—
NXP SEMICONDUCTORS N V
+$313.0K
6,896
+7%
增持
DG
DOLLAR GEN CORP NEW
+$312.0K
11,800
+1%
建仓
VXF
VANGUARD INDEX FDS
+$304.0K
1,665
清仓
—
AVALARA INC
-$304.0K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$303.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$303.0K
19,329
+7%
增持
MA
MASTERCARD INCORPORATED
+$301.0K
11,939
+4%
增持
IWM
ISHARES TR
+$295.0K
7,933
+18%
减持
SCHK
SCHWAB STRATEGIC TR
+$294.0K
81,666
-1%
增持
HRL
HORMEL FOODS CORP
+$294.0K
31,986
+4%
清仓
—
TILRAY INC
-$292.0K
0
-100%
增持
FMNB
FARMERS NATIONAL BANC CORP
+$291.0K
44,681
+30%
建仓
VIS
VANGUARD WORLD FDS
+$289.0K
1,425
增持
COIN
COINBASE GLOBAL INC
+$285.0K
7,831
+5%
减持
SCHD
SCHWAB STRATEGIC TR
+$282.0K
72,866
-4%
清仓
PTON
PELOTON INTERACTIVE INC
-$279.0K
0
-100%
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$272.0K
0
-100%
清仓
CHWY
CHEWY INC
-$272.0K
0
-100%
减持
VEEV
VEEVA SYS INC
-$268.0K
1,738
-30%
增持
BAC
BK OF AMERICA CORP
+$267.0K
88,687
+2%
增持
—
SYNOVUS FINL CORP
+$263.0K
63,919
+0%
增持
DIS
DISNEY WALT CO
-$262.0K
33,276
+4%
