小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 4
减持 117
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
DFCF
DIMENSIONAL ETF TRUST
+$47.4M
6,318,434
-57%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$38.6M
5,711,347
-61%
减持
SCHX
SCHWAB STRATEGIC TR
+$22.1M
8,654,760
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。
-68%
减持
IWN
ISHARES TR
-$14.8M
34,730
-92%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$9.5M
2,700,538
-65%
减持
AAPL
APPLE INC
+$9.0M
334,255
-67%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$6.3M
973,875
-67%
减持
SCHM
SCHWAB STRATEGIC TR
+$5.7M
714,314
-64%
减持
LMT
LOCKHEED MARTIN CORP
+$4.8M
17,657
-23%
减持
MSFT
MICROSOFT CORP
+$4.6M
91,974
-66%
减持
DWM
WISDOMTREE TR
-$3.8M
136,180
-79%
减持
NVDA
NVIDIA CORPORATION
+$3.4M
23,409
-66%
减持
LLY
LILLY ELI & CO
+$2.6M
21,226
-63%
减持
IVV
ISHARES TR
+$2.5M
20,783
-54%
减持
SPY
SPDR S&P 500 ETF TR
+$2.1M
18,600
-49%
减持
AMZN
AMAZON COM INC
+$2.0M
75,401
-66%
清仓
GVI
ISHARES TR
-$1.9M
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.8M
1,061,384
-68%
减持
QAI
INDEXIQ ETF TR
+$1.5M
191,602
-55%
减持
META
META PLATFORMS INC
+$1.5M
19,130
-66%
增持
SCHW
SCHWAB CHARLES CORP
+$1.5M
25,590
+547%
减持
VTI
VANGUARD INDEX FDS
+$1.4M
91,002
-67%
减持
SLYV
SPDR SER TR
-$1.4M
10,476
-88%
减持
VOO
VANGUARD INDEX FDS
+$1.4M
47,056
-67%
减持
QQQ
INVESCO QQQ TR
+$1.4M
21,163
-66%
减持
IWF
ISHARES TR
+$1.3M
47,745
-66%
减持
TGT
TARGET CORP
-$1.3M
20,022
-72%
减持
HRL
HORMEL FOODS CORP
-$1.2M
7,024
-94%
减持
GPN
GLOBAL PMTS INC
-$1.2M
113,026
-68%
减持
TSLA
TESLA INC
+$1.2M
21,864
-64%
减持
DIS
DISNEY WALT CO
-$1.2M
32,284
-73%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
13,933
-70%
建仓
NVR
NVR INC
+$1.1M
172
减持
ABBV
ABBVIE INC
-$1.0M
21,601
-72%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$999.7K
46,870
-37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$961.8K
25,131
-66%
减持
—
DIREXION SHS ETF TR
-$939.2K
248,267
-67%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
+$931.1K
390,396
-63%
减持
SCHH
SCHWAB STRATEGIC TR
-$891.2K
60,294
-81%
减持
CMCSA
COMCAST CORP NEW
+$890.5K
267,222
-67%
减持
UPS
UNITED PARCEL SERVICE INC
-$886.0K
42,656
-67%
减持
GOOG
ALPHABET INC
+$871.9K
54,128
-68%
减持
GOOGL
ALPHABET INC
+$817.0K
61,869
-68%
减持
—
PERRIGO CO PLC
-$758.6K
18,581
-84%
清仓
OPLN
KAR AUCTION SVCS INC
-$754.0K
0
-100%
建仓
—
INVESCO QQQ TR
+$738.8K
2,000
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$720.1K
181,071
-69%
减持
ZION
ZIONS BANCORPORATION N A
+$717.6K
92,817
-48%
减持
CVX
CHEVRON CORP NEW
-$689.0K
41,235
-73%
减持
VV
VANGUARD INDEX FDS
+$688.3K
33,944
-66%
减持
JPM
JPMORGAN CHASE & CO
+$675.9K
140,000
-77%
减持
CVS
CVS HEALTH CORP
-$673.3K
44,469
-71%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$668.3K
90,567
-68%
建仓
RC
READY CAPITAL CORP
+$664.1K
58,873
减持
NFLX
NETFLIX INC
+$647.1K
6,946
-65%
减持
VUG
VANGUARD INDEX FDS
+$646.3K
20,724
-66%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$635.8K
34,716
+16%
减持
NEE
NEXTERA ENERGY INC
-$633.9K
35,588
-71%
减持
—
MANAGED PORTFOLIO SERIES
-$626.6K
123,132
-73%
减持
IWR
ISHARES TR
+$619.8K
56,145
-50%
减持
AVGO
BROADCOM INC
+$607.7K
2,767
-66%
增持
DGRW
WISDOMTREE TR
+$607.2K
9,121
+41%
清仓
—
BROADMARK RLTY CAP INC
-$581.4K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$578.7K
5,165
-66%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$572.6K
7,089
减持
—
ACCENTURE PLC IRELAND
+$572.5K
31,301
-68%
减持
ORCL
ORACLE CORP
+$568.1K
24,307
-67%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$562.4K
21,479
-78%
清仓
—
CANADIAN PAC RY LTD
-$552.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$552.5K
63,612
-66%
减持
XMTR
XOMETRY INC
+$518.4K
84,033
-67%
减持
IVE
ISHARES TR
+$492.1K
9,252
-53%
建仓
ESGV
VANGUARD WORLD FD
+$483.4K
6,170
减持
QCOM
QUALCOMM INC
-$479.2K
28,199
-68%
建仓
USHY
ISHARES TR
+$466.1K
13,203
减持
EFAV
ISHARES TR
-$459.2K
42,517
-71%
减持
DVY
ISHARES TR
-$451.8K
35,532
-69%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$438.8K
4,780
+48%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$437.1K
35,075
-69%
减持
AGG
ISHARES TR
+$425.7K
28,139
-58%
减持
AMGN
AMGEN INC
-$421.3K
11,678
-69%
减持
COST
COSTCO WHSL CORP NEW
+$417.8K
9,322
-66%
减持
PH
PARKER-HANNIFIN CORP
+$406.5K
10,177
-68%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$399.2K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
+$392.7K
610,809
-66%
减持
HD
HOME DEPOT INC
+$390.9K
16,963
-68%
减持
GILD
GILEAD SCIENCES INC
-$390.7K
31,147
-69%
减持
ISRG
INTUITIVE SURGICAL INC
+$380.3K
5,336
-69%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$379.2K
31,916
-76%
减持
EEM
ISHARES TR
+$375.0K
27,667
-50%
减持
SYY
SYSCO CORP
-$368.3K
24,887
-71%
减持
NKE
NIKE INC
-$366.4K
22,814
-68%
减持
—
ARISTA NETWORKS INC
+$363.1K
3,768
-17%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$355.5K
5,011
-78%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$355.2K
4,609
-82%
减持
USB
US BANCORP DEL
-$352.9K
59,089
-69%
减持
LOW
LOWES COS INC
+$344.5K
16,723
-67%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$343.4K
7,608
-44%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$338.4K
6,176
减持
PG
PROCTER AND GAMBLE CO
+$328.8K
67,320
-64%
清仓
ROP
ROPER TECHNOLOGIES INC
-$327.0K
0
-100%
清仓
MUNI
PIMCO ETF TR
-$314.5K
0
-100%
建仓
MSA
MSA SAFETY INC
+$313.1K
1,800
减持
VTEB
VANGUARD MUN BD FDS
+$308.0K
409,151
-66%
清仓
MMIT
INDEXIQ ACTIVE ETF TR
-$296.0K
0
-100%
减持
ERIE
ERIE INDTY CO
-$289.5K
13,182
-67%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$288.8K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
+$283.5K
14,204
-67%
减持
WPC
WP CAREY INC
+$281.5K
9,740
-50%
清仓
PSK
SPDR SER TR
-$281.1K
0
-100%
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$281.0K
2,535
减持
EFA
ISHARES TR
+$280.6K
48,424
-64%
减持
DWX
SPDR INDEX SHS FDS
-$277.4K
14,728
-78%
减持
PPL
PPL CORP
-$277.3K
33,510
-73%
减持
FRBKQ
REPUBLIC FIRST BANCORP INC
-$273.9K
590,109
-67%
清仓
KEY
KEYCORP
-$273.5K
0
-100%
减持
MCD
MCDONALDS CORP
+$271.4K
14,464
-66%
减持
KO
COCA COLA CO
-$267.1K
80,071
-64%
减持
STZ
CONSTELLATION BRANDS INC
+$266.5K
13,359
-66%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$264.0K
134,427
-68%
减持
BIL
SPDR SER TR
+$262.5K
10,815
-2%
减持
MRK
MERCK & CO INC
+$261.7K
52,187
-67%
减持
ABT
ABBOTT LABS
+$261.1K
18,535
-65%
减持
CAG
CONAGRA BRANDS INC
-$256.8K
39,229
-68%
减持
PSX
PHILLIPS 66
-$256.2K
20,373
-69%
清仓
RWX
SPDR INDEX SHS FDS
-$246.0K
0
-100%
清仓
—
PERION NETWORK LTD
-$242.8K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$242.8K
8,825
-76%
清仓
MDYG
SPDR SER TR
-$240.6K
0
-100%
建仓
ATEC
ALPHATEC HLDGS INC
+$239.9K
13,340
减持
SCI
SERVICE CORP INTL
+$235.6K
11,591
-47%
减持
F
FORD MTR CO DEL
+$234.9K
71,065
-63%
减持
VBR
VANGUARD INDEX FDS
-$233.8K
4,346
-76%
减持
NSC
NORFOLK SOUTHN CORP
+$232.9K
6,413
-63%
减持
—
STERIS PLC
+$231.5K
1,031
-27%
清仓
IEP
ICAHN ENTERPRISES LP
-$230.7K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$229.8K
12,507
-71%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$227.8K
2,019
-36%
减持
WMT
WALMART INC
+$227.2K
26,121
-66%
减持
UNH
UNITEDHEALTH GROUP INC
-$226.8K
14,730
-67%
减持
APD
AIR PRODS & CHEMS INC
-$226.7K
1,860
-77%
减持
T
AT&T INC
-$225.7K
230,411
-61%
清仓
BBT
BERKSHIRE HILLS BANCORP INC
-$223.9K
0
-100%
减持
CSGP
COSTAR GROUP INC
+$223.6K
4,843
-47%
减持
INTC
INTEL CORP
-$221.2K
40,959
-72%
清仓
—
ORION ENGINEERED CARBONS S A
-$220.5K
0
-100%
减持
COKE
COCA COLA CONS INC
+$219.5K
346
-50%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$219.4K
0
-100%
减持
—
PATTERSON COS INC
+$216.3K
6,519
-54%
清仓
EMN
EASTMAN CHEM CO
-$216.1K
0
-100%
