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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

HALBERT HARGROVE GLOBAL ADVISORS, LLC

报告期 2026-03-31 · CIK 0001484205

持仓数

372

前50大市值合计

$2.04B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$328.1M

502,323

16.1%

NTSX WISDOMTREE TR

US EFFICIENT COR

$282.5M

5,417,096

13.8%

LRGF ISHARES TR

U S EQUITY FACTR

$239.3M

3,626,489

11.7%

IEFA ISHARES TR

CORE MSCI EAFE

$168.4M

1,860,132

8.3%

WAMA WISDOMTREE TR

U S ADAPTIVE MVN

$167.3M

6,953,723

8.2%

IEMG ISHARES INC

CORE MSCI EMKT

$157.8M

2,262,667

7.7%

NTSI WISDOMTREE TR

INTERNATIONL EFI

$137.3M

3,120,693

6.7%

INTF ISHARES TR

INTL EQTY FACTOR

$130.1M

3,339,669

6.4%

AIMS SERIES PORTFOLIOS TR

ACUITAS SML CAP

$72.2M

3,048,593

3.5%

EEM ISHARES TR

MSCI EMG MKT ETF

$61.8M

1,087,714

3.0%

WIMA WISDOMTREE TR

INTL ADAPTIVE MO

$59.9M

1,531,615

2.9%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$52.8M

1,156,018

2.6%

SCZ ISHARES TR

EAFE SML CP ETF

$29.4M

375,064

1.4%

IWM ISHARES TR

RUSSELL 2000 ETF

$21.2M

85,512

1.0%

IWC ISHARES TR

MICRO-CAP ETF

$13.6M

84,985

0.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$12.5M

194,501

0.6%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$9.1M

30,906

0.4%

PYLD PIMCO ETF TR

MULTISECTOR BD

$7.8M

298,169

0.4%

IWB ISHARES TR

RUS 1000 ETF

$6.8M

18,987

0.3%

BOND PIMCO ETF TR

ACTIVE BD ETF

$6.6M

72,059

0.3%

JPIB J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF

$6.1M

127,589

0.3%

IWV ISHARES TR

RUSSELL 3000 ETF

$5.7M

15,454

0.3%

ESGU ISHARES TR

ESG AWR MSCI USA

$5.7M

40,008

0.3%

EFA ISHARES TR

MSCI EAFE ETF

$5.4M

55,185

0.3%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$4.6M

45,358

0.2%

ABNB AIRBNB INC

COM CL A

$3.3M

26,500

0.2%

ABNB AIRBNB INC

PUT · 认沽

$3.3M

26,500

0.2%

AAPL APPLE INC

COM

$3.0M

11,691

0.1%

MSFT MICROSOFT CORP

COM

$3.0M

7,970

0.1%

BALL BALL CORP

COM

$2.9M

48,809

0.1%

ESGD ISHARES TR

ESG AW MSCI EAFE

$2.4M

25,261

0.1%

GOOGL ALPHABET INC

CAP STK CL A

$2.4M

8,235

0.1%

ISRG INTUITIVE SURGICAL INC

PUT · 认沽

$2.2M

4,700

0.1%

VFMF VANGUARD WELLINGTON FD

US MULTIFACTOR

$2.1M

13,558

0.1%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$2.1M

20,743

0.1%

ISRG INTUITIVE SURGICAL INC

COM NEW

$2.0M

4,350

0.1%

AAPL APPLE INC

PUT · 认沽

$1.9M

7,500

0.1%

TMUS T-MOBILE US INC

COM

$1.6M

7,804

0.1%

TMUS T-MOBILE US INC

PUT · 认沽

$1.6M

7,800

0.1%

LLY ELI LILLY & CO

COM

$1.6M

1,746

0.1%

LLY ELI LILLY & CO

PUT · 认沽

$1.6M

1,700

0.1%

GOOGL ALPHABET INC

PUT · 认沽

$1.5M

5,300

0.1%

HD HOME DEPOT INC

COM

$1.5M

4,511

0.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.5M

2,534

0.1%

ESGE ISHARES INC

ESG AWR MSCI EM

$1.4M

31,874

0.1%

HD HOME DEPOT INC

PUT · 认沽

$1.4M

4,300

0.1%

GOOG ALPHABET INC

CAP STK CL C

$1.4M

4,712

0.1%

DES WISDOMTREE TR

US SMALLCAP DIVD

$1.3M

35,099

0.1%

ZION ZIONS BANCORPORATION NATL AS

COM

$1.1M

19,109

0.1%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$1.0M

7,039

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

66%前 6 大占比

IVV16.1%NTSX13.8%LRGF11.7%IEFA8.3%WAMA8.2%IEMG7.7%