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
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 15
增持 63
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SHV
ISHARES TR
+$97.7M
885,159
减持
EFA
ISHARES TR
-$97.1M
55,991
-96%
增持
BOND
PIMCO ETF TR
+$89.3M
932,325
+710%
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。
建仓
NTSI
WISDOMTREE TR
+$64.3M
1,591,921
减持
SWAN
AMPLIFY ETF TR
-$58.0M
881,241
-66%
减持
IEF
ISHARES TR
-$29.3M
71,051
-78%
建仓
NTSE
WISDOMTREE TR
+$26.7M
718,888
增持
IVV
ISHARES TR
+$25.3M
497,797
+1%
减持
NTSX
WISDOMTREE TR
-$21.8M
5,497,423
-16%
减持
IWB
ISHARES TR
+$10.2M
503,525
-1%
减持
IWV
ISHARES TR
-$7.9M
15,194
-68%
增持
AAPL
APPLE INC
+$6.7M
113,034
+20%
增持
IEFA
ISHARES TR
+$3.4M
1,732,778
+2%
增持
MSFT
MICROSOFT CORP
+$3.4M
30,947
+24%
增持
USRT
ISHARES TR
+$3.4M
285,467
+5%
增持
EEM
ISHARES TR
+$3.0M
1,475,187
+8%
建仓
TWLO
TWILIO INC
+$3.0M
11,394
增持
INTF
ISHARES TR
+$2.2M
133,090
+141%
增持
IEMG
ISHARES INC
-$1.8M
1,624,045
+1%
增持
LRGF
ISHARES TR
+$1.6M
96,749
+38%
增持
IWM
ISHARES TR
+$1.4M
355,217
+0%
增持
IFGL
ISHARES TR
+$1.2M
567,807
+6%
减持
ESGD
ISHARES TR
-$903.0K
14,637
-44%
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$741.0K
14,509
增持
IWC
ISHARES TR
-$635.0K
200,184
+1%
增持
MMM
3M CO
+$496.0K
6,477
+74%
增持
UNH
UNITEDHEALTH GROUP INC
+$471.0K
2,381
+28%
增持
MINT
PIMCO ETF TR
+$437.0K
66,116
+7%
减持
ESGU
ISHARES TR
+$393.0K
54,227
-2%
增持
TSLA
TESLA INC
+$386.0K
1,306
+2%
增持
JPIB
J P MORGAN EXCHANGE-TRADED F
+$384.0K
44,867
+22%
减持
NVDA
NVIDIA CORPORATION
+$359.0K
4,344
-2%
增持
PFE
PFIZER INC
+$335.0K
17,947
+6%
清仓
PWV
INVESCO EXCHANGE TRADED FD T
-$333.0K
0
-100%
增持
NTRA
NATERA INC
+$320.0K
11,234
+72%
增持
IR
INGERSOLL RAND INC
+$298.0K
8,425
+90%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$249.0K
2,774
建仓
MU
MICRON TECHNOLOGY INC
+$244.0K
2,620
建仓
TJX
TJX COS INC NEW
+$231.0K
3,046
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$222.0K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
+$219.0K
7,447
-0%
建仓
SPGI
S&P GLOBAL INC
+$218.0K
462
建仓
AOA
ISHARES TR
+$214.0K
2,944
建仓
IWD
ISHARES TR
+$214.0K
1,276
建仓
MCO
MOODYS CORP
+$212.0K
543
减持
PYPL
PAYPAL HLDGS INC
-$210.0K
2,084
-10%
减持
COST
COSTCO WHSL CORP NEW
+$209.0K
1,787
-0%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$207.0K
122
建仓
WM
WASTE MGMT INC DEL
+$207.0K
1,241
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$203.0K
823
减持
DBX
DROPBOX INC
-$191.0K
40,522
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$187.0K
7,592
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$162.0K
3,767
+2%
减持
GOOGL
ALPHABET INC
+$160.0K
787
-1%
减持
HD
HOME DEPOT INC
+$151.0K
2,398
-7%
增持
CBOE
CBOE GLOBAL MKTS INC
+$146.0K
22,114
+0%
减持
AGG
ISHARES TR
-$144.0K
9,524
-11%
减持
AMZN
AMAZON COM INC
-$142.0K
1,189
-5%
增持
SUSC
ISHARES TR
+$140.0K
53,643
+11%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$139.0K
26,430
+0%
减持
META
META PLATFORMS INC
-$134.0K
6,450
-5%
增持
ELV
ANTHEM INC
+$122.0K
836
+18%
减持
QCOM
QUALCOMM INC
+$120.0K
2,277
-1%
减持
AVGO
BROADCOM INC
+$118.0K
683
-1%
增持
PG
PROCTER AND GAMBLE CO
+$117.0K
4,731
+1%
增持
—
ACCENTURE PLC IRELAND
+$116.0K
989
+8%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$116.0K
0
-100%
减持
MRNA
MODERNA INC
-$115.0K
853
-1%
减持
CRM
SALESFORCE COM INC
-$105.0K
1,196
-21%
增持
NEE
NEXTERA ENERGY INC
+$103.0K
3,652
+21%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$100.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$100.0K
9,341
+3%
增持
ABBV
ABBVIE INC
+$100.0K
2,899
+7%
增持
LOW
LOWES COS INC
+$98.0K
1,753
+0%
减持
SDG
ISHARES TR
-$95.0K
9,118
-5%
减持
TXN
TEXAS INSTRS INC
-$95.0K
2,139
-17%
增持
SCZ
ISHARES TR
-$94.0K
581,341
+2%
减持
ESGE
ISHARES INC
-$93.0K
29,581
-3%
减持
V
VISA INC
-$91.0K
5,420
-5%
增持
DES
WISDOMTREE TR
+$82.0K
33,687
+1%
增持
ABT
ABBOTT LABS
+$82.0K
3,307
+2%
减持
ESGV
VANGUARD WORLD FD
+$81.0K
10,959
-1%
减持
DIS
DISNEY WALT CO
-$79.0K
3,240
-6%
减持
T
AT&T INC
-$78.0K
8,699
-19%
增持
LLY
LILLY ELI & CO
+$73.0K
1,594
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$73.0K
2,056
+13%
减持
MCD
MCDONALDS CORP
+$72.0K
3,009
-1%
减持
UNP
UNION PAC CORP
+$67.0K
1,503
-6%
减持
INTU
INTUIT
+$64.0K
702
-3%
减持
C
CITIGROUP INC
-$64.0K
3,809
-9%
增持
MA
MASTERCARD INCORPORATED
+$55.0K
2,005
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$54.0K
1,237
+7%
增持
MDLZ
MONDELEZ INTL INC
+$53.0K
4,457
+7%
增持
CVX
CHEVRON CORP NEW
+$52.0K
2,457
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$51.0K
5,433
-12%
减持
CVS
CVS HEALTH CORP
+$51.0K
3,346
-4%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$51.0K
0
-100%
减持
FTNT
FORTINET INC
+$50.0K
797
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$48.0K
1,189
-9%
减持
CMCSA
COMCAST CORP NEW
-$48.0K
7,161
-2%
减持
DHR
DANAHER CORPORATION
-$46.0K
1,196
-17%
减持
JNJ
JOHNSON & JOHNSON
+$46.0K
6,778
-2%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$45.0K
320
-8%
增持
—
PIONEER NAT RES CO
+$45.0K
2,358
+2%
增持
BAC
BK OF AMERICA CORP
+$42.0K
18,933
+0%
减持
INTC
INTEL CORP
-$41.0K
6,845
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$39.0K
3,965
+1%
减持
AMAT
APPLIED MATLS INC
+$39.0K
1,616
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$36.0K
3,627
+0%
增持
YUM
YUM BRANDS INC
+$36.0K
2,088
+1%
增持
DVY
ISHARES TR
+$35.0K
4,062
+1%
减持
GOOG
ALPHABET INC
+$35.0K
573
-6%
减持
—
EATON CORP PLC
+$33.0K
1,392
-0%
减持
PEP
PEPSICO INC
+$33.0K
2,924
-7%
减持
BA
BOEING CO
-$33.0K
1,133
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$31.0K
1,624
+0%
增持
VOO
VANGUARD INDEX FDS
+$31.0K
715
+0%
减持
UPS
UNITED PARCEL SERVICE INC
+$31.0K
1,121
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$30.0K
981
+203%
减持
ITW
ILLINOIS TOOL WKS INC
+$30.0K
998
-4%
减持
NOW
SERVICENOW INC
-$30.0K
367
-15%
增持
IUSG
ISHARES TR
+$30.0K
2,245
+0%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$29.0K
1,472
+1%
增持
SHOP
SHOPIFY INC
+$27.0K
1,201
+0%
减持
ZION
ZIONS BANCORPORATION N A
+$25.0K
19,682
-0%
增持
HON
HONEYWELL INTL INC
+$24.0K
2,366
+7%
减持
QQQ
INVESCO QQQ TR
+$23.0K
571
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$22.0K
85
-11%
减持
TGT
TARGET CORP
-$21.0K
873
-11%
增持
WFC
WELLS FARGO CO NEW
+$21.0K
9,380
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$20.0K
1,025
-6%
增持
JPM
JPMORGAN CHASE & CO
-$19.0K
7,319
+2%
增持
MRK
MERCK & CO INC
+$19.0K
4,001
+4%
减持
XLF
SELECT SECTOR SPDR TR
-$16.0K
8,671
-8%
减持
AXP
AMERICAN EXPRESS CO
-$16.0K
1,254
-5%
减持
SBUX
STARBUCKS CORP
+$15.0K
3,380
-2%
减持
XLY
SELECT SECTOR SPDR TR
+$15.0K
1,509
-8%
减持
KO
COCA COLA CO
+$14.0K
5,184
-7%
减持
NKE
NIKE INC
-$14.0K
2,650
-16%
减持
IDEV
ISHARES TR
-$11.0K
5,149
-4%
增持
—
EXXON MOBIL CORP
+$9.0K
3,618
+0%
减持
ZTS
ZOETIS INC
+$9.0K
1,475
-18%
减持
ORCL
ORACLE CORP
-$9.0K
5,061
-2%
增持
ESML
ISHARES TR
+$8.0K
6,049
+0%
增持
MS
MORGAN STANLEY
+$8.0K
3,313
+2%
减持
—
CHUBB LIMITED
+$8.0K
1,128
-7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$6.0K
1,044
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.0K
1,552
+7%
增持
VSGX
VANGUARD WORLD FD
+$5.0K
5,512
+1%
减持
—
BLACKROCK INC
+$5.0K
321
-7%
