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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 76
减持 57
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VCRM
VANGUARD MUN BD FDS
+$236.4M
3,460,873
+924%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$142.7M
211,165
+1%
增持
VCRB
VANGUARD MALVERN FDS
+$129.7M
11,048,184
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。
+19%
增持
SCHX
SCHWAB STRATEGIC TR
+$72.4M
34,883,439
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$30.7M
7,820,433
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$24.1M
188,849
-72%
增持
DFVX
DIMENSIONAL ETF TRUST
+$20.6M
4,425,007
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$19.8M
3,249,517
+4%
增持
NVDA
NVIDIA CORPORATION
+$10.1M
232,176
+8%
减持
TFI
SPDR SERIES TRUST
-$8.9M
10,269
-95%
增持
GOOGL
ALPHABET INC
+$6.9M
70,289
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.1M
3,130,458
+1%
增持
AMZN
AMAZON COM INC
+$5.9M
90,559
+1%
增持
VOO
VANGUARD INDEX FDS
+$4.3M
79,279
+2%
减持
AAPL
APPLE INC
+$4.2M
335,338
-1%
增持
GOOG
ALPHABET INC
+$4.1M
54,182
+0%
增持
IVV
ISHARES TR
+$3.9M
19,816
+27%
增持
AVGO
BROADCOM INC
+$3.7M
31,941
+6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.4M
69,765
+147%
增持
MU
MICRON TECHNOLOGY INC
+$3.3M
8,129
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
12,528
-1%
减持
JPM
JPMORGAN CHASE & CO
-$2.4M
109,221
-0%
增持
MSFT
MICROSOFT CORP
+$2.4M
91,856
+3%
增持
QQQ
INVESCO QQQ TR
+$2.3M
19,599
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$2.2M
16,513
-2%
增持
CMCSA
COMCAST CORP NEW
-$2.1M
360,102
+0%
增持
CAT
CATERPILLAR INC
+$2.0M
10,478
+3%
增持
VUG
VANGUARD INDEX FDS
+$2.0M
83,070
+651%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.0M
645,769
+8%
增持
INTC
INTEL CORP
+$2.0M
24,981
+8%
减持
—
ACCENTURE PLC IRELAND
-$1.9M
28,156
-3%
减持
VTI
VANGUARD INDEX FDS
+$1.8M
91,912
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
25,404
-7%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.7M
336,596
+17%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
218,770
-1%
减持
COR
CENCORA INC
-$1.6M
12,157
-9%
增持
LLY
ELI LILLY & CO
-$1.6M
17,368
+2%
增持
IWF
ISHARES TR
+$1.5M
139,702
+305%
增持
QCOM
QUALCOMM INC
+$1.5M
17,998
+1%
减持
RTX
RTX CORPORATION
-$1.4M
43,538
-4%
增持
SMH
VANECK ETF TRUST
+$1.4M
7,471
+4%
增持
GEV
GE VERNOVA INC
+$1.3M
4,714
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
695,632
+2%
减持
GILD
GILEAD SCIENCES INC
-$1.3M
31,034
-12%
增持
CAPR
CAPRICOR THERAPEUTICS INC
+$1.2M
204,837
+1%
减持
ERIE
ERIE INDTY CO
-$1.2M
16,071
-0%
减持
PG
PROCTER & GAMBLE CO
-$1.2M
66,186
-3%
增持
ORCL
ORACLE CORP
+$1.2M
20,571
+2%
增持
TSLA
TESLA INC
+$1.1M
26,761
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
86,583
+6%
减持
XMTR
XOMETRY INC
+$1.0M
78,061
-1%
增持
IWD
ISHARES TR
+$1.0M
41,258
+7%
减持
PH
PARKER-HANNIFIN CORP
-$1.0M
9,971
-0%
减持
VV
VANGUARD INDEX FDS
+$996.5K
51,985
-1%
减持
—
EXXON MOBIL CORP
-$987.1K
88,142
-4%
增持
HD
HOME DEPOT INC
-$979.2K
14,751
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$971.8K
21,251
+9%
增持
META
META PLATFORMS INC
-$966.0K
21,267
+1%
减持
MTB
M & T BK CORP
-$945.6K
23,727
-6%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$925.0K
20,443
-12%
减持
JNJ
JOHNSON & JOHNSON
-$919.6K
44,555
-1%
减持
SCHE
SCHWAB STRATEGIC TR
+$915.9K
792,488
-2%
减持
T
AT&T INC
-$887.9K
199,085
-8%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$874.4K
2,284
+7%
减持
KKR
KKR & CO INC
+$874.2K
24,313
-0%
减持
MCD
MCDONALDS CORP
-$847.7K
15,242
-1%
减持
DFCF
DIMENSIONAL ETF TRUST
-$844.8K
993,619
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$829.4K
7,100
-7%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$824.2K
744,720
-5%
清仓
MUB
ISHARES TR
-$816.9K
0
-100%
减持
LOW
LOWES COS INC
-$815.4K
13,061
-5%
减持
MEDP
MEDPACE HLDGS INC
-$806.7K
4,423
-11%
减持
VST
VISTRA CORP
-$781.7K
24,027
-17%
增持
IWB
ISHARES TR
+$771.2K
28,336
+1%
建仓
—
ASTRAZENECA PLC
+$734.5K
4,017
减持
QAI
NEW YORK LIFE INVESTMENTS ET
-$730.4K
32,273
-41%
清仓
IONQ
IONQ INC
-$725.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$716.8K
5,770
+4%
增持
IWP
ISHARES TR
+$695.1K
9,423
+113%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$692.2K
13,739
+141%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$687.9K
16,165
-43%
建仓
AIQ
GLOBAL X FDS
+$686.2K
11,013
减持
SCHW
SCHWAB CHARLES CORP
-$678.9K
23,228
-11%
增持
CSCO
CISCO SYS INC
+$669.8K
53,406
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$645.9K
7,123
+36%
增持
SCHG
SCHWAB STRATEGIC TR
+$636.5K
92,870
+14%
减持
UNH
UNITEDHEALTH GROUP INC
+$625.0K
8,649
-10%
减持
V
VISA INC
-$590.8K
22,920
-4%
减持
ABT
ABBOTT LABORATORIES
-$585.7K
17,289
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$581.2K
12,403
-7%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$573.7K
21,255
减持
AMGN
AMGEN INC
-$553.9K
9,479
-1%
减持
ZION
ZIONS BANCORPORATION NATL AS
-$545.5K
55,947
-10%
减持
AVY
AVERY DENNISON CORP
-$536.7K
10,515
-11%
增持
GLW
CORNING INC
+$536.2K
7,551
+5%
增持
NVR
NVR INC
-$535.5K
267
+0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$521.4K
330,959
-2%
增持
ADI
ANALOG DEVICES INC
+$516.7K
4,929
+3%
减持
ABBV
ABBVIE INC
-$515.6K
20,112
-2%
增持
VRT
VERTIV HOLDINGS CO
+$495.5K
2,780
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$490.6K
7,092
+2%
增持
MRK
MERCK & CO INC
-$489.7K
53,060
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$489.0K
9,843
-13%
增持
IJR
ISHARES TR
+$487.0K
64,399
+1%
增持
—
FLEXTRONICS INTL LTD
+$482.1K
5,986
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$476.6K
258,594
+6%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$470.0K
176,933
-2%
减持
ITOT
ISHARES TR
+$458.3K
47,767
-0%
建仓
SNPE
DBX ETF TR
+$457.9K
6,800
增持
UPS
UNITED PARCEL SVCS INC
-$457.0K
35,060
+3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$454.9K
4,920
+3%
建仓
UFOX
ETF SER SOLUTIONS
+$450.8K
4,938
减持
USB
US BANCORP
-$449.6K
50,359
-6%
增持
SPYM
SPDR SERIES TRUST
+$446.9K
70,350
+1%
清仓
—
CYBERARK SOFTWARE LTD
-$440.7K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
-$438.7K
21,902
+2%
增持
PLD
PROLOGIS INC.
+$438.5K
54,212
+1%
增持
LRCX
LAM RESEARCH CORP
+$435.1K
5,545
+7%
增持
IWS
ISHARES TR
+$431.5K
24,084
+9%
减持
WM
WASTE MGMT INC DEL
-$417.3K
5,307
-23%
增持
PEP
PEPSICO INC
-$414.2K
33,525
+2%
建仓
IYW
ISHARES TR
+$412.9K
1,730
增持
SCHA
SCHWAB STRATEGIC TR
+$409.6K
110,869
+4%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$408.6K
8,487
减持
—
CAMTEK LTD
+$405.8K
7,823
-3%
增持
NFLX
NETFLIX INC.
+$402.8K
61,749
+2%
减持
CWST
CASELLA WASTE SYS INC
-$400.2K
20,537
-0%
减持
KLAC
KLA CORP
+$396.7K
1,154
-5%
建仓
WDC
WESTERN DIGITAL CORP
+$395.5K
824
减持
DELL
DELL TECHNOLOGIES INC
+$390.7K
3,125
-11%
减持
ROST
ROSS STORES INC
+$387.7K
13,056
-3%
增持
IWM
ISHARES TR
+$387.5K
9,235
+9%
增持
WFC
WELLS FARGO & CO
-$387.1K
23,599
+2%
建仓
IEF
ISHARES TR
+$379.6K
3,998
建仓
SNDK
SANDISK CORP
+$378.1K
242
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$374.0K
96,240
+8%
建仓
DDOG
DATADOG INC
+$370.4K
1,850
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$368.6K
50,000
+138%
增持
—
ASML HLDG NV
+$364.4K
1,057
+13%
清仓
IP
INTERNATIONAL PAPER CO
-$363.8K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$361.2K
6,654
-0%
减持
NOW
SERVICENOW INC
-$360.8K
4,849
-39%
增持
CATH
GLOBAL X FDS
+$356.2K
26,480
+11%
清仓
KDP
KEURIG DR PEPPER INC
-$355.7K
0
-100%
增持
SEIC
SEI INVTS CO
+$355.1K
51,788
+0%
增持
CLS
CELESTICA INC
+$352.3K
4,094
+6%
增持
TXN
TEXAS INSTRS INC
+$349.5K
4,026
+10%
减持
CVY
INVESCO EXCHANGE TRADED FD T
-$345.3K
89,834
-12%
增持
IWN
ISHARES TR
+$342.9K
9,609
+14%
建仓
VFLO
VICTORY PORTFOLIOS II
+$340.2K
7,800
