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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
$2.04B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 68
减持 63
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$22.2M
10,717
-95%
减持
IEFA
ISHARES TR
-$11.1M
1,695,702
-7%
减持
IVV
ISHARES TR
-$10.3M
492,438
-5%
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
EFA
ISHARES TR
-$7.0M
1,301,120
-5%
减持
IWB
ISHARES TR
-$6.9M
508,828
-5%
减持
EEM
ISHARES TR
-$6.6M
1,369,973
-0%
减持
AAPL
APPLE INC
-$6.0M
94,482
-33%
减持
IWM
ISHARES TR
-$5.9M
354,825
-3%
增持
IEMG
ISHARES INC
+$4.0M
1,603,835
+13%
减持
NTSX
WISDOMTREE TR
-$3.5M
6,516,483
-2%
增持
IEF
ISHARES TR
+$2.7M
325,410
+8%
减持
SCZ
ISHARES TR
-$2.6M
572,294
-6%
减持
IWC
ISHARES TR
-$2.6M
198,222
-3%
减持
MSFT
MICROSOFT CORP
-$2.4M
24,997
-28%
清仓
VNQ
VANGUARD INDEX FDS
-$2.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
7,634
+161%
建仓
ZION
ZIONS BANCORPORATION N A
+$1.2M
19,684
减持
NTRA
NATERA INC
-$1.1M
6,543
-60%
清仓
EMGF
ISHARES INC
-$843.0K
0
-100%
减持
IWV
ISHARES TR
-$705.0K
47,537
-5%
减持
CVX
CHEVRON CORP NEW
-$658.0K
2,329
-73%
增持
BOND
PIMCO ETF TR
+$490.0K
115,135
+4%
减持
INTF
ISHARES TR
-$393.0K
55,326
-17%
增持
IFGL
ISHARES TR
-$354.0K
536,274
+2%
建仓
PWV
INVESCO EXCHANGE TRADED FD T
+$333.0K
2,000
建仓
MRNA
MODERNA INC
+$332.0K
863
减持
TSLA
TESLA INC
-$273.0K
1,282
-31%
增持
JPIB
J P MORGAN EXCHANGE-TRADED F
+$264.0K
36,751
+17%
增持
ESGU
ISHARES TR
+$264.0K
55,430
+5%
减持
USRT
ISHARES TR
-$254.0K
271,680
-2%
清仓
TJX
TJX COS INC NEW
-$252.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$239.0K
1,915
-23%
建仓
FTNT
FORTINET INC
+$236.0K
809
建仓
ALGN
ALIGN TECHNOLOGY INC
+$232.0K
348
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$227.0K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$225.0K
0
-100%
建仓
TGT
TARGET CORP
+$223.0K
976
减持
UNH
UNITEDHEALTH GROUP INC
-$216.0K
1,855
-21%
建仓
DXCM
DEXCOM INC
+$211.0K
385
建仓
BX
BLACKSTONE INC
+$211.0K
1,813
建仓
—
CHUBB LIMITED
+$210.0K
1,212
清仓
IWD
ISHARES TR
-$208.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$202.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$202.0K
0
-100%
清仓
—
LINDE PLC
-$200.0K
0
-100%
减持
IR
INGERSOLL RAND INC
-$188.0K
4,425
-47%
增持
ESGE
ISHARES INC
+$183.0K
30,630
+27%
减持
DGS
WISDOMTREE TR
-$177.0K
4,839
-40%
增持
LRGF
ISHARES TR
+$164.0K
69,959
+8%
增持
AMZN
AMAZON COM INC
-$163.0K
1,250
+1%
增持
NFLX
NETFLIX INC
+$148.0K
1,685
+1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$147.0K
26,354
-0%
减持
SWAN
AMPLIFY ETF TR
-$138.0K
2,584,598
-0%
减持
AMGN
AMGEN INC
-$111.0K
1,160
-21%
增持
CBOE
CBOE GLOBAL MKTS INC
+$106.0K
22,110
+0%
减持
ESGD
ISHARES TR
-$96.0K
26,355
-4%
减持
VSGX
VANGUARD WORLD FD
-$91.0K
5,464
-18%
增持
JPM
JPMORGAN CHASE & CO
+$86.0K
7,195
+2%
增持
MMM
3M CO
-$85.0K
3,726
+0%
增持
—
TRANE TECHNOLOGIES PLC
-$85.0K
7,448
+0%
减持
—
ACCENTURE PLC IRELAND
-$78.0K
918
-27%
减持
IDEV
ISHARES TR
-$78.0K
5,377
-17%
减持
NKE
NIKE INC
-$77.0K
3,137
-9%
增持
PFE
PFIZER INC
+$75.0K
16,862
+2%
减持
COST
COSTCO WHSL CORP NEW
+$73.0K
1,792
-3%
减持
MINT
PIMCO ETF TR
-$70.0K
61,596
-1%
增持
PYPL
PAYPAL HLDGS INC
-$68.0K
2,318
+1%
减持
INTC
INTEL CORP
-$64.0K
7,371
-9%
增持
ISRG
INTUITIVE SURGICAL INC
+$56.0K
324
+12%
减持
UNP
UNION PAC CORP
-$55.0K
1,593
-4%
增持
V
VISA INC
-$53.0K
5,679
+1%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$51.0K
20,762
增持
CRM
SALESFORCE COM INC
+$51.0K
1,509
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$50.0K
1,303
-5%
增持
SUSB
ISHARES TR
+$48.0K
35,738
+6%
减持
—
EXXON MOBIL CORP
-$45.0K
3,611
-11%
增持
DBX
DROPBOX INC
-$44.0K
40,565
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$43.0K
3,751
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$42.0K
9,475
+11%
增持
INTU
INTUIT
+$40.0K
720
+1%
增持
NOW
SERVICENOW INC
+$40.0K
431
+4%
减持
JNJ
JOHNSON & JOHNSON
-$39.0K
6,891
-1%
减持
GOOGL
ALPHABET INC
+$39.0K
793
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$38.0K
3,695
+2%
增持
SUSC
ISHARES TR
+$38.0K
48,143
+4%
增持
NVDA
NVIDIA CORPORATION
+$38.0K
4,434
+303%
增持
HD
HOME DEPOT INC
+$37.0K
2,592
+2%
增持
BAC
BK OF AMERICA CORP
+$37.0K
18,879
+2%
减持
CVS
CVS HEALTH CORP
-$35.0K
3,471
-12%
增持
DES
WISDOMTREE TR
-$34.0K
33,261
+0%
减持
BA
BOEING CO
-$34.0K
1,187
-4%
减持
WMT
WALMART INC
-$30.0K
2,301
-7%
减持
MRK
MERCK & CO INC
-$28.0K
3,834
-6%
减持
BKNG
BOOKING HOLDINGS INC
-$28.0K
95
-18%
减持
—
BLACKROCK INC
-$26.0K
345
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$26.0K
1,147
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$25.0K
1,642
+9%
增持
QCOM
QUALCOMM INC
-$23.0K
2,296
+3%
减持
MDLZ
MONDELEZ INTL INC
-$21.0K
4,166
-1%
增持
LOW
LOWES COS INC
+$20.0K
1,751
+1%
增持
T
AT&T INC
-$19.0K
10,805
+0%
增持
ZTS
ZOETIS INC
+$19.0K
1,806
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$18.0K
3,428
-7%
增持
AVGO
BROADCOM INC
+$18.0K
693
+4%
减持
MS
MORGAN STANLEY
+$17.0K
3,262
-0%
减持
MCD
MCDONALDS CORP
-$17.0K
3,050
-6%
增持
NEE
NEXTERA ENERGY INC
+$17.0K
3,029
+0%
增持
SDG
ISHARES TR
-$16.0K
9,612
+2%
增持
AMAT
APPLIED MATLS INC
-$16.0K
1,670
+3%
增持
YUM
YUM BRANDS INC
+$16.0K
2,072
+0%
减持
GOOG
ALPHABET INC
-$16.0K
609
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$15.0K
1,454
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$15.0K
6,162
-1%
增持
HON
HONEYWELL INTL INC
-$15.0K
2,211
+0%
增持
TXN
TEXAS INSTRS INC
+$15.0K
2,589
+3%
减持
PG
PROCTER AND GAMBLE CO
-$13.0K
4,701
-5%
减持
CSCO
CISCO SYS INC
-$13.0K
9,031
-5%
减持
ELV
ANTHEM INC
-$12.0K
710
-2%
减持
KO
COCA COLA CO
-$11.0K
5,585
-1%
增持
—
PIONEER NAT RES CO
+$10.0K
2,305
+0%
增持
META
FACEBOOK INC
+$10.0K
6,789
+3%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$10.0K
19,512
+0%
增持
ABT
ABBOTT LABS
+$10.0K
3,239
+1%
增持
ABBV
ABBVIE INC
-$10.0K
2,713
+1%
减持
WFC
WELLS FARGO CO NEW
+$10.0K
9,253
-0%
增持
ESML
ISHARES TR
-$8.0K
6,042
+0%
增持
AXP
AMERICAN EXPRESS CO
+$8.0K
1,321
+3%
增持
ITW
ILLINOIS TOOL WKS INC
-$8.0K
1,044
+4%
增持
DIS
DISNEY WALT CO
-$7.0K
3,434
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.0K
1,815
+1%
增持
—
EATON CORP PLC
+$5.0K
1,394
+2%
减持
ORCL
ORACLE CORP
+$5.0K
5,161
-10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.0K
1,038
+2%
增持
IUSG
ISHARES TR
+$4.0K
2,242
+0%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$3.0K
14,257
+2%
增持
VYM
VANGUARD WHITEHALL FDS
-$3.0K
3,932
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$3.0K
1,088
-1%
增持
DVY
ISHARES TR
-$3.0K
4,033
+1%
减持
PEP
PEPSICO INC
-$2.0K
3,160
-2%
增持
IWF
ISHARES TR
+$2.0K
958
+0%
减持
DHR
DANAHER CORPORATION
+$2.0K
1,445
-12%
增持
CMCSA
COMCAST CORP NEW
+$2.0K
7,300
+3%
增持
ESGV
VANGUARD WORLD FD
+$2.0K
11,015
+0%
增持
C
CITIGROUP INC
+$2.0K
4,184
+1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$1.0K
349
-0%
减持
LLY
LILLY ELI & CO
-$1.0K
1,589
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.0K
713
+0%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.0K
1,463
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.0K
1,617
+0%
增持
SBUX
STARBUCKS CORP
-$1.0K
3,444
+1%
