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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 4
增持 25
减持 100
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
-$58.3M
7,060,246
+2%
减持
VOO
VANGUARD INDEX FDS
-$20.8M
3,477
-93%
减持
AAPL
APPLE INC
-$20.7M
278,341
-17%
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
-$18.7M
107,605
-52%
减持
VTI
VANGUARD INDEX FDS
-$18.2M
21,639
-78%
减持
EFAV
ISHARES TR
-$13.4M
112,619
-60%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$12.9M
1,943,820
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$12.9M
997,365
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$11.5M
17,415
-80%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$11.5M
51,012
-82%
增持
XT
ISHARES TR
-$11.0M
1,049,175
+1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$10.4M
15,711
-96%
增持
SCHB
SCHWAB STRATEGIC TR
-$10.3M
1,130,586
+0%
减持
MSFT
MICROSOFT CORP
-$10.0M
56,943
-29%
减持
VV
VANGUARD INDEX FDS
-$9.6M
3,134
-94%
减持
—
ACCENTURE PLC IRELAND
-$8.9M
9,971
-71%
增持
SCHM
SCHWAB STRATEGIC TR
-$7.3M
571,185
+0%
增持
AMZN
AMAZON COM INC
-$5.0M
53,071
+1520%
增持
IWN
ISHARES TR
-$4.9M
204,433
+1%
减持
NVDA
NVIDIA CORPORATION
-$4.2M
11,503
-47%
减持
CVX
CHEVRON CORP NEW
-$3.9M
34,018
-37%
减持
PG
PROCTER AND GAMBLE CO
-$3.7M
41,155
-35%
减持
GOOGL
ALPHABET INC
-$3.7M
2,206
-28%
减持
GPN
GLOBAL PMTS INC
-$3.5M
114,736
-3%
清仓
STZ
CONSTELLATION BRANDS INC
-$3.4M
0
-100%
减持
IVE
ISHARES TR
-$3.4M
6,129
-78%
清仓
EFX
EQUIFAX INC
-$3.2M
0
-100%
减持
HD
HOME DEPOT INC
-$3.1M
9,924
-49%
减持
META
META PLATFORMS INC
-$2.9M
12,213
-45%
减持
JNJ
JOHNSON & JOHNSON
-$2.9M
43,853
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
21,748
-13%
增持
IWF
ISHARES TR
-$2.8M
63,732
+6%
减持
GOOG
ALPHABET INC
-$2.8M
2,028
-21%
减持
PH
PARKER-HANNIFIN CORP
-$2.8M
1,152
-89%
减持
UNP
UNION PAC CORP
-$2.5M
6,031
-57%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.5M
23,744
减持
IJR
ISHARES TR
-$2.4M
85,136
-11%
减持
PFE
PFIZER INC
-$2.4M
78,923
-37%
增持
SPYM
SPDR SER TR
+$2.3M
75,497
+294%
减持
IVW
ISHARES TR
-$2.3M
15,124
-64%
减持
—
EXXON MOBIL CORP
-$2.2M
56,435
-34%
增持
TSLA
TESLA INC
-$2.1M
5,316
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.0M
39,238
-9%
增持
CMCSA
COMCAST CORP NEW
-$2.0M
279,785
+1%
清仓
JEPI
J P MORGAN EXCHANGE-TRADED F
-$1.9M
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.8M
9,403
-80%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
13,493
-53%
减持
IWD
ISHARES TR
-$1.7M
55,455
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
16,490
+65%
减持
AXP
AMERICAN EXPRESS CO
-$1.7M
6,425
-54%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
-$1.6M
136,592
+0%
清仓
—
ETF MANAGERS TR
-$1.6M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
4,387
-44%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.6M
620,136
+8%
增持
IVV
ISHARES TR
-$1.5M
22,334
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.5M
13,128
-66%
减持
PEP
PEPSICO INC
-$1.5M
17,506
-34%
减持
BAC
BK OF AMERICA CORP
-$1.4M
75,524
-18%
增持
DWM
WISDOMTREE TR
+$1.4M
1,513,337
+18%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.4M
128,718
-2%
清仓
FFWM
FIRST FNDTN INC
-$1.4M
0
-100%
建仓
DIAL
COLUMBIA ETF TR I
+$1.4M
77,200
减持
V
VISA INC
-$1.3M
24,052
-12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
1,587
-83%
减持
DVY
ISHARES TR
-$1.3M
33,875
-18%
减持
—
MEDTRONIC PLC
-$1.3M
15,564
-36%
减持
ABBV
ABBVIE INC
-$1.3M
21,309
-24%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.3M
2,983
-42%
增持
DIS
DISNEY WALT CO
-$1.2M
29,054
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.2M
266,331
-7%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.2M
196,094
-26%
减持
—
BLACKROCK INC
-$1.2M
4,131
-15%
减持
INTC
INTEL CORP
-$1.2M
75,469
-7%
增持
TFI
SPDR SER TR
+$1.2M
152,415
+26%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
减持
ABT
ABBOTT LABS
-$1.2M
9,774
-48%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
10,779
-67%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
13,090
-15%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
7,563
-22%
减持
MCD
MCDONALDS CORP
-$1.0M
8,162
-34%
减持
NKE
NIKE INC
-$1.0M
6,822
-47%
减持
NEE
NEXTERA ENERGY INC
-$1.0M
30,169
-24%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$1.0M
0
-100%
清仓
SCZ
ISHARES TR
-$1.0M
0
-100%
减持
IWS
ISHARES TR
-$983.0K
37,707
-6%
减持
ZION
ZIONS BANCORPORATION N A
-$967.0K
55,040
-4%
减持
IJH
ISHARES TR
-$955.0K
9,293
-18%
减持
CSCO
CISCO SYS INC
-$950.0K
47,058
-11%
减持
BA
BOEING CO
-$940.0K
10,499
-15%
清仓
IGV
ISHARES TR
-$934.0K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$922.0K
1,807
-59%
增持
DG
DOLLAR GEN CORP NEW
+$916.0K
13,452
+26%
减持
CVS
CVS HEALTH CORP
-$912.0K
55,415
-7%
减持
DE
DEERE & CO
-$896.0K
2,439
-38%
减持
SCHH
SCHWAB STRATEGIC TR
-$891.0K
177,911
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$873.0K
13,189
-3%
减持
GLD
SPDR GOLD TR
-$873.0K
2,878
-62%
减持
MMM
3M CO
-$872.0K
6,956
-42%
减持
STT
STATE STR CORP
-$871.0K
15,238
-27%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$840.0K
1,009
-61%
减持
USB
US BANCORP DEL
-$832.0K
61,883
-11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$819.0K
3,961
-61%
减持
MO
ALTRIA GROUP INC
-$819.0K
18,082
-40%
减持
VYM
VANGUARD WHITEHALL FDS
-$816.0K
12,102
-34%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$816.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$805.0K
0
-100%
减持
LLY
LILLY ELI & CO
-$802.0K
16,443
-23%
增持
AGG
ISHARES TR
+$790.0K
29,045
+44%
减持
SHW
SHERWIN WILLIAMS CO
-$790.0K
2,894
-50%
减持
HON
HONEYWELL INTL INC
-$788.0K
6,042
-36%
清仓
COIN
COINBASE GLOBAL INC
-$786.0K
0
-100%
减持
ORCL
ORACLE CORP
-$783.0K
13,450
-35%
减持
WMT
WALMART INC
-$774.0K
19,585
-8%
减持
—
MANAGED PORTFOLIO SERIES
-$765.0K
197,478
-6%
减持
PFF
ISHARES TR
-$737.0K
15,120
-55%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$716.0K
36,077
+10%
减持
—
SYNOVUS FINL CORP
-$705.0K
53,728
-0%
减持
IEFA
ISHARES TR
-$676.0K
17,048
-29%
减持
LOW
LOWES COS INC
-$666.0K
15,194
-7%
减持
VUG
VANGUARD INDEX FDS
-$649.0K
4,782
-20%
减持
SCHK
SCHWAB STRATEGIC TR
-$645.0K
80,479
-1%
减持
COST
COSTCO WHSL CORP NEW
-$637.0K
6,268
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$630.0K
17,162
-70%
清仓
VTV
VANGUARD INDEX FDS
-$618.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$617.0K
59,769
-4%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$615.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$610.0K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$600.0K
0
-100%
减持
SMMV
ISHARES TR
-$596.0K
29,562
-31%
减持
QCOM
QUALCOMM INC
-$591.0K
21,641
-1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$590.0K
0
-100%
清仓
LQD
ISHARES TR
-$586.0K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$580.0K
73,822
+58%
减持
KR
KROGER CO
-$571.0K
24,228
-19%
减持
CRM
SALESFORCE INC
-$569.0K
2,331
-48%
增持
—
SPDR SER TR
+$562.0K
9,832
+310%
减持
PM
PHILIP MORRIS INTL INC
-$560.0K
26,078
-22%
减持
IWM
ISHARES TR
-$560.0K
5,490
-24%
减持
DHR
DANAHER CORPORATION
-$552.0K
1,793
-48%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$549.0K
22,346
-9%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$533.0K
15,159
增持
IWR
ISHARES TR
-$529.0K
46,267
+3%
减持
PNC
PNC FINL SVCS GROUP INC
-$521.0K
19,362
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$511.0K
71,699
+0%
清仓
VGT
VANGUARD WORLD FDS
-$506.0K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$492.0K
1,524
-45%
清仓
AMP
AMERIPRISE FINL INC
-$489.0K
0
-100%
减持
F
FORD MTR CO DEL
-$465.0K
31,742
-34%
清仓
VLY
VALLEY NATL BANCORP
-$462.0K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$459.0K
34,232
