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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 28
增持 80
减持 24
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
XT
ISHARES TR
-$48.3M
44,696
-96%
增持
SCHX
SCHWAB STRATEGIC TR
+$33.0M
8,223,597
+16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.5M
494,804
+707%
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。
增持
VOO
VANGUARD INDEX FDS
+$14.4M
47,571
+1268%
增持
VTI
VANGUARD INDEX FDS
+$12.7M
93,337
+331%
增持
JPM
JPMORGAN CHASE & CO
+$12.4M
234,657
+118%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$9.6M
89,173
+412%
减持
DWM
WISDOMTREE TR
-$9.5M
1,475,263
-3%
增持
AAPL
APPLE INC
+$9.2M
341,871
+23%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$8.3M
227,392
+346%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$8.2M
361,018
+2198%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$6.6M
123,818
+843%
增持
—
ACCENTURE PLC IRELAND
+$6.1M
34,648
+247%
增持
MSFT
MICROSOFT CORP
+$5.3M
85,630
+50%
减持
CMCSA
COMCAST CORP NEW
-$3.0M
270,697
-3%
建仓
STZ
CONSTELLATION BRANDS INC
+$3.0M
12,937
增持
CVX
CHEVRON CORP NEW
+$2.9M
54,667
+61%
清仓
XMTR
XOMETRY INC
-$2.9M
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
50,356
减持
SCHF
SCHWAB STRATEGIC TR
-$2.6M
601,983
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.6M
1,129,035
-0%
增持
—
EXXON MOBIL CORP
+$2.5M
84,235
+49%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
62,712
+43%
增持
HD
HOME DEPOT INC
+$2.3M
18,286
+84%
增持
PH
PARKER-HANNIFIN CORP
+$2.3M
10,730
+831%
清仓
FRBKQ
REPUBLIC FIRST BANCORP INC
-$2.3M
0
-100%
建仓
EFX
EQUIFAX INC
+$2.3M
13,406
增持
AMZN
AMAZON COM INC
+$2.3M
70,181
+32%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.1M
33,817
+151%
建仓
VST
VISTRA CORP
+$2.1M
99,674
增持
PG
PROCTER AND GAMBLE CO
+$2.0M
62,872
+53%
清仓
META
META PLATFORMS INC
-$2.0M
0
-100%
增持
IGSB
ISHARES TR
+$1.6M
70,421
+95%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$1.6M
1,005,603
+1%
增持
PEP
PEPSICO INC
+$1.6M
27,424
+57%
增持
TSLA
TESLA INC
+$1.5M
19,239
+262%
减持
EFAV
ISHARES TR
-$1.5M
99,032
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
13,343
-19%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.4M
80,231
+59%
清仓
MTZ
MASTEC INC
-$1.4M
0
-100%
减持
INTC
INTEL CORP
-$1.4M
54,914
-27%
增持
UNP
UNION PAC CORP
+$1.4M
13,726
+128%
清仓
DIAL
COLUMBIA ETF TR I
-$1.4M
0
-100%
增持
IWN
ISHARES TR
-$1.3M
205,481
+1%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
9,043
+44%
减持
EFA
ISHARES TR
-$1.1M
116,777
-5%
增持
ROST
ROSS STORES INC
+$1.1M
24,319
+82%
增持
PFE
PFIZER INC
+$1.1M
119,636
+52%
增持
NKE
NIKE INC
+$1.1M
21,486
+215%
建仓
—
ASPEN TECHNOLOGY INC
+$1.1M
21,251
建仓
—
ETF MANAGERS TR
+$1.0M
27,636
建仓
FFWM
FIRST FNDTN INC
+$1.0M
56,557
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$958.0K
16,083
-32%
增持
DIS
DISNEY WALT CO
+$942.0K
39,060
+34%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$935.0K
9,022
+468%
增持
CVS
CVS HEALTH CORP
+$933.0K
63,621
+15%
增持
AXP
AMERICAN EXPRESS CO
+$897.0K
13,253
+106%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$897.0K
156,304
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$892.0K
66,497
-1%
增持
WMT
WALMART INC
+$873.0K
25,091
+28%
增持
GOOG
ALPHABET INC
+$845.0K
54,922
+2608%
清仓
SHEL
SHELL PLC
-$843.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$838.0K
4,688
+159%
增持
MCD
MCDONALDS CORP
+$815.0K
12,264
+50%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$809.0K
15,722
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$797.0K
14,890
+14%
增持
GOOGL
ALPHABET INC
+$773.0K
58,350
+2545%
建仓
XJUN
FIRST TR EXCHNG TRADED FD VI
+$751.0K
25,826
增持
QCOM
QUALCOMM INC
+$748.0K
31,085
+44%
清仓
FIVA
FIDELITY COVINGTON TRUST
-$734.0K
0
-100%
增持
ABT
ABBOTT LABS
+$731.0K
18,533
+90%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$716.0K
18,000
增持
LOW
LOWES COS INC
+$703.0K
17,870
+18%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$694.0K
17,850
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$693.0K
24,834
+14%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$675.0K
3,398
-51%
增持
MDLZ
MONDELEZ INTL INC
+$656.0K
46,913
+52%
建仓
IGV
ISHARES TR
+$648.0K
2,591
减持
SCHV
SCHWAB STRATEGIC TR
-$648.0K
126,253
-2%
建仓
NOC
NORTHROP GRUMMAN CORP
+$644.0K
1,369
增持
SCHE
SCHWAB STRATEGIC TR
-$644.0K
273,009
+3%
增持
NVDA
NVIDIA CORPORATION
+$636.0K
19,601
+70%
增持
NFLX
NETFLIX INC
+$633.0K
6,846
+22%
增持
GLD
SPDR GOLD TR
+$631.0K
7,218
+151%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$629.0K
96,591
+463%
清仓
—
IAA INC
-$626.0K
0
-100%
增持
DE
DEERE & CO
+$622.0K
15,014
+516%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$607.0K
29,134
减持
PPL
PPL CORP
-$597.0K
22,052
-48%
增持
MTB
M & T BK CORP
+$593.0K
23,699
+5%
增持
HON
HONEYWELL INTL INC
+$591.0K
9,827
+63%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$586.0K
7,754
减持
IWF
ISHARES TR
-$585.0K
63,464
-0%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$566.0K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$558.0K
30,417
+36%
增持
LMT
LOCKHEED MARTIN CORP
+$552.0K
6,310
+44%
增持
MEDP
MEDPACE HLDGS INC
+$550.0K
9,515
+51%
建仓
VTV
VANGUARD INDEX FDS
+$522.0K
4,228
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$519.0K
1,979
清仓
ELV
ELEVANCE HEALTH INC
-$517.0K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$516.0K
32,093
-22%
减持
—
DOLE PLC
-$513.0K
20,000
-68%
减持
DG
DOLLAR GEN CORP NEW
-$513.0K
11,627
-14%
增持
BAC
BK OF AMERICA CORP
+$511.0K
94,755
+25%
清仓
SWK
STANLEY BLACK & DECKER INC
-$508.0K
0
-100%
建仓
ALB
ALBEMARLE CORP
+$505.0K
1,909
增持
DHR
DANAHER CORPORATION
+$498.0K
3,689
+106%
增持
SCHM
SCHWAB STRATEGIC TR
-$484.0K
583,937
+2%
减持
SCHH
SCHWAB STRATEGIC TR
-$473.0K
175,466
-1%
增持
MO
ALTRIA GROUP INC
+$472.0K
30,389
+68%
增持
COP
CONOCOPHILLIPS
+$470.0K
14,754
+27%
建仓
AMP
AMERIPRISE FINL INC
+$469.0K
1,860
建仓
FFIV
F5 INC
+$467.0K
3,227
增持
IWD
ISHARES TR
-$464.0K
55,705
+0%
建仓
—
SAFEHOLD INC
+$464.0K
1,021
建仓
SMH
VANECK ETF TRUST
+$462.0K
2,493
增持
PSX
PHILLIPS 66
+$461.0K
23,552
+34%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$460.0K
38,244
增持
VYM
VANGUARD WHITEHALL FDS
+$459.0K
17,815
+47%
清仓
WBD
WARNER BROS DISCOVERY INC
-$459.0K
0
-100%
增持
T
AT&T INC
-$454.0K
188,170
+18%
减持
SPYM
SPDR SER TR
-$442.0K
69,197
-8%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$440.0K
0
-100%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$434.0K
240,258
+23%
清仓
TM
TOYOTA MOTOR CORP
-$427.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$426.0K
9,888
+31%
减持
SCHK
SCHWAB STRATEGIC TR
-$418.0K
72,699
-10%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$418.0K
11,668
增持
SHW
SHERWIN WILLIAMS CO
+$417.0K
5,202
+80%
清仓
UGI
UGI CORP NEW
-$416.0K
0
-100%
增持
IVV
ISHARES TR
-$412.0K
22,460
+1%
建仓
VGT
VANGUARD WORLD FDS
+$409.0K
1,331
增持
TJX
TJX COS INC NEW
+$407.0K
11,532
+108%
增持
IJR
ISHARES TR
-$406.0K
85,569
+1%
增持
PNW
PINNACLE WEST CAP CORP
+$403.0K
13,122
+116%
清仓
—
SEALED AIR CORP NEW
-$396.0K
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$390.0K
0
-100%
建仓
—
ABIOMED INC
+$385.0K
1,568
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$384.0K
12,229
减持
IWB
ISHARES TR
-$383.0K
33,274
-1%
增持
STT
STATE STR CORP
+$379.0K
21,667
+42%
增持
SYY
SYSCO CORP
-$378.0K
35,781
+4%
减持
NOW
SERVICENOW INC
-$376.0K
1,212
-31%
增持
ERIE
ERIE INDTY CO
+$375.0K
315,013
+2261%
清仓
ACWX
ISHARES TR
-$373.0K
0
-100%
减持
—
MANAGED PORTFOLIO SERIES
-$367.0K
191,435
-3%
增持
ORCL
ORACLE CORP
+$359.0K
21,269
+58%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$357.0K
8,058
增持
PM
PHILIP MORRIS INTL INC
+$356.0K
35,312
+35%
建仓
BHP
BHP GROUP LTD
+$356.0K
7,108
