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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 34
减持 91
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
EFAV
ISHARES TR
-$76.1M
284,222
-77%
建仓
DWM
WISDOMTREE TR
+$67.4M
1,277,241
增持
SCHX
SCHWAB STRATEGIC TR
-$18.2M
6,937,671
+102%
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
JPM
JPMORGAN CHASE & CO
-$5.9M
226,201
-2%
减持
META
META PLATFORMS INC
-$5.5M
22,009
-29%
增持
SCHB
SCHWAB STRATEGIC TR
-$5.2M
1,129,275
+95%
减持
AAPL
APPLE INC
-$5.1M
336,617
-6%
减持
MSFT
MICROSOFT CORP
-$4.1M
79,945
-7%
减持
VV
VANGUARD INDEX FDS
-$4.0M
48,690
-24%
建仓
EFX
EQUIFAX INC
+$3.2M
13,404
减持
HD
HOME DEPOT INC
-$3.1M
19,494
-10%
减持
—
ACCENTURE PLC IRELAND
-$2.9M
34,493
-2%
减持
NFLX
NETFLIX INC
-$2.9M
3,717
-48%
增持
CVX
CHEVRON CORP NEW
+$2.7M
54,374
+4%
减持
VTI
VANGUARD INDEX FDS
-$2.7M
97,748
-5%
增持
IVV
ISHARES TR
+$2.6M
21,969
+43%
增持
IVE
ISHARES TR
+$2.5M
27,364
+138%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$2.4M
1,953,179
+4%
减持
AMZN
AMAZON COM INC
-$2.3M
3,276
-16%
减持
IWB
ISHARES TR
-$2.3M
26,218
-22%
减持
GOOGL
ALPHABET INC
-$2.2M
3,043
-17%
减持
TSLA
TESLA INC
-$2.2M
5,303
-29%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.0M
285,283
-11%
增持
EFA
ISHARES TR
+$2.0M
104,120
+44%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.7M
38,292
+301%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.7M
42,566
+419%
减持
PYPL
PAYPAL HLDGS INC
-$1.7M
6,578
-49%
减持
PFE
PFIZER INC
-$1.6M
125,391
-9%
增持
IWN
ISHARES TR
+$1.6M
202,754
+8%
减持
CMCSA
COMCAST CORP NEW
-$1.6M
276,297
-4%
减持
XMTR
XOMETRY INC
-$1.6M
86,139
-7%
减持
ARKK
ARK ETF TR
-$1.5M
10,320
-56%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$1.4M
967,439
+8%
建仓
FFWM
FIRST FNDTN INC
+$1.4M
56,109
减持
PFF
ISHARES TR
-$1.4M
33,889
-48%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.4M
13,608
-3%
减持
ROST
ROSS STORES INC
-$1.4M
14,072
-39%
增持
ITOT
ISHARES TR
+$1.3M
42,281
+55%
减持
LOW
LOWES COS INC
-$1.3M
16,415
-8%
减持
IJH
ISHARES TR
-$1.3M
11,390
-26%
减持
SMMV
ISHARES TR
-$1.3M
43,104
-41%
减持
—
EXXON MOBIL CORP
+$1.3M
85,746
-10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.3M
5,174
-19%
减持
—
UNILEVER PLC
-$1.3M
5,671
-80%
减持
DIS
DISNEY WALT CO
-$1.2M
28,729
-14%
增持
IWF
ISHARES TR
-$1.2M
60,306
+3%
减持
IJR
ISHARES TR
-$1.2M
95,599
-5%
减持
COIN
COINBASE GLOBAL INC
-$1.2M
4,143
-47%
减持
SHOP
SHOPIFY INC
-$1.2M
865
-32%
增持
SCHM
SCHWAB STRATEGIC TR
-$1.2M
568,541
+3%
增持
—
MEDTRONIC PLC
+$1.1M
24,312
+62%
减持
VB
VANGUARD INDEX FDS
-$1.1M
3,558
-57%
增持
TFI
SPDR SER TR
+$1.1M
121,369
+33%
减持
NKE
NIKE INC
-$1.1M
12,910
-24%
增持
VOO
VANGUARD INDEX FDS
-$1.1M
52,965
+0%
减持
SBUX
STARBUCKS CORP
-$1.0M
11,171
-36%
减持
COST
COSTCO WHSL CORP NEW
-$1.0M
6,319
-23%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$1.0M
38,303
-31%
减持
AGG
ISHARES TR
-$1.0M
20,194
-27%
增持
ABBV
ABBVIE INC
+$1.0M
27,966
+7%
减持
QCOM
QUALCOMM INC
-$987.0K
21,955
-8%
减持
MO
ALTRIA GROUP INC
-$982.0K
30,132
-44%
建仓
SHEL
SHELL PLC
+$972.0K
17,693
减持
SHW
SHERWIN WILLIAMS CO
-$966.0K
5,758
-16%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$947.0K
136,401
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$935.0K
15,418
-12%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$920.0K
423,206
+13%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$919.0K
30,943
+99%
减持
PG
PROCTER AND GAMBLE CO
-$890.0K
62,871
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$886.0K
86,533
-0%
增持
IVW
ISHARES TR
+$855.0K
41,782
+50%
减持
EEM
ISHARES TR
-$828.0K
30,168
-33%
减持
PNC
PNC FINL SVCS GROUP INC
-$817.0K
19,387
-11%
减持
MA
MASTERCARD INCORPORATED
-$816.0K
9,724
-19%
减持
MCD
MCDONALDS CORP
-$813.0K
12,354
-14%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$805.0K
8,017
增持
FMNB
FARMERS NATIONAL BANC CORP
+$803.0K
95,679
+114%
减持
ZTS
ZOETIS INC
-$797.0K
6,978
-19%
清仓
FSLR
FIRST SOLAR INC
-$788.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$778.0K
53,016
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$756.0K
4,981
-53%
减持
BA
BOEING CO
-$755.0K
12,405
-20%
增持
SYY
SYSCO CORP
+$722.0K
32,604
+32%
减持
DHR
DANAHER CORPORATION
-$720.0K
3,434
-35%
减持
NVDA
NVIDIA CORPORATION
-$718.0K
21,743
-4%
增持
VUG
VANGUARD INDEX FDS
+$715.0K
5,963
+91%
减持
PEP
PEPSICO INC
-$711.0K
26,366
-11%
减持
CRM
SALESFORCE COM INC
-$698.0K
4,494
-31%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$695.0K
24,019
+158%
增持
VTEB
VANGUARD MUN BD FDS
+$693.0K
33,163
+79%
减持
SCHV
SCHWAB STRATEGIC TR
-$677.0K
131,880
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$655.0K
10,260
-17%
减持
SPYM
SPDR SER TR
-$644.0K
19,143
-36%
清仓
SQ
BLOCK INC
-$637.0K
0
-100%
减持
TTD
THE TRADE DESK INC
-$623.0K
14,997
-17%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$607.0K
3,317
-46%
减持
BKNG
BOOKING HOLDINGS INC
-$606.0K
115
-68%
增持
SCHE
SCHWAB STRATEGIC TR
+$605.0K
286,281
+15%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$603.0K
24,075
-47%
减持
LQD
ISHARES TR
-$596.0K
4,847
-46%
减持
NEE
NEXTERA ENERGY INC
-$595.0K
39,679
-6%
增持
QAI
INDEXIQ ETF TR
+$595.0K
43,764
+84%
清仓
—
ROYAL DUTCH SHELL PLC
-$587.0K
0
-100%
增持
AMGN
AMGEN INC
+$574.0K
14,409
+11%
减持
TJX
TJX COS INC NEW
-$566.0K
12,012
-30%
减持
WMT
WALMART INC
-$565.0K
21,180
-18%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$562.0K
51,834
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$558.0K
24,955
-10%
减持
CAT
CATERPILLAR INC
-$556.0K
6,945
-32%
减持
MMM
3M CO
-$551.0K
11,895
-9%
清仓
GNRC
GENERAC HLDGS INC
-$536.0K
0
-100%
减持
USB
US BANCORP DEL
-$522.0K
69,236
-7%
减持
SNPS
SYNOPSYS INC
-$507.0K
1,050
-55%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$507.0K
0
-100%
减持
V
VISA INC
-$501.0K
27,325
-10%
减持
NOW
SERVICENOW INC
-$495.0K
1,299
-31%
减持
ABT
ABBOTT LABS
-$492.0K
18,892
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$483.0K
76,027
-9%
减持
—
NXP SEMICONDUCTORS N V
-$481.0K
5,892
-15%
增持
MTB
M & T BK CORP
+$480.0K
22,787
+3%
增持
—
BLACKROCK INC
-$478.0K
4,845
+6%
减持
F
FORD MTR CO DEL
-$477.0K
48,366
-22%
减持
EXPE
EXPEDIA GROUP INC
-$476.0K
1,212
-69%
减持
SNAP
SNAP INC
-$473.0K
10,670
-41%
增持
SCHA
SCHWAB STRATEGIC TR
-$468.0K
62,227
+87%
清仓
BALL
BALL CORP
-$466.0K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$459.0K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$457.0K
0
-100%
减持
ETSY
ETSY INC
-$456.0K
1,692
-44%
建仓
SICP
SILVERGATE CAP CORP
+$452.0K
3,000
增持
SCHH
SCHWAB STRATEGIC TR
-$452.0K
186,529
+93%
减持
SWK
STANLEY BLACK & DECKER INC
-$451.0K
5,903
-13%
增持
XT
ISHARES TR
-$447.0K
1,037,542
+11%
清仓
EPAM
EPAM SYS INC
-$445.0K
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$443.0K
1,972
-7%
清仓
DPZ
DOMINOS PIZZA INC
-$436.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$435.0K
0
-100%
减持
—
SOUTHSTATE CORPORATION
-$422.0K
28,933
-17%
减持
HON
HONEYWELL INTL INC
-$421.0K
9,443
-13%
清仓
ULTA
ULTA BEAUTY INC
-$418.0K
0
-100%
减持
—
SYNOVUS FINL CORP
-$418.0K
53,919
-16%
清仓
ZS
ZSCALER INC
-$416.0K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$406.0K
2,689
清仓
ABNB
AIRBNB INC
-$404.0K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$401.0K
24,576
-5%
清仓
TSCO
TRACTOR SUPPLY CO
-$398.0K
0
-100%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$398.0K
8,005
减持
DG
DOLLAR GEN CORP NEW
-$398.0K
10,714
-9%
清仓
DOCU
DOCUSIGN INC
-$396.0K
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$396.0K
0
-100%
