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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 17
增持 73
减持 41
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
AOR
ISHARES TR
+$49.6M
918,796
减持
NTSX
WISDOMTREE TR
-$31.6M
5,234,033
-5%
减持
SWAN
AMPLIFY ETF TR
-$27.6M
89,784
-90%
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
LDUR
PIMCO ETF TR
+$22.4M
229,432
减持
IWB
ISHARES TR
-$18.4M
459,050
-9%
减持
IVV
ISHARES TR
-$11.6M
497,766
-0%
减持
IEFA
ISHARES TR
-$11.1M
1,701,659
-2%
减持
NTSI
WISDOMTREE TR
-$10.3M
1,466,278
-8%
清仓
IEF
ISHARES TR
-$8.2M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$7.5M
171,577
+1083%
减持
IWM
ISHARES TR
-$7.0M
350,873
-1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$5.8M
29,738
+1920%
增持
IEMG
ISHARES INC
-$5.1M
1,658,222
+2%
增持
IWV
ISHARES TR
+$4.4M
33,003
+117%
增持
EEM
ISHARES TR
-$3.4M
1,521,853
+3%
增持
SCZ
ISHARES TR
-$3.2M
592,946
+2%
清仓
TWLO
TWILIO INC
-$3.0M
0
-100%
建仓
ABNB
AIRBNB INC
+$2.5M
14,836
减持
IWC
ISHARES TR
-$2.5M
197,597
-1%
减持
INTF
ISHARES TR
-$2.1M
61,878
-54%
增持
SHV
ISHARES TR
+$1.1M
896,777
+1%
清仓
NTRA
NATERA INC
-$1.0M
0
-100%
增持
GOOG
ALPHABET INC
+$967.0K
940
+64%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$930.0K
14,236
+413%
减持
EFA
ISHARES TR
-$861.0K
48,159
-14%
建仓
VTV
VANGUARD INDEX FDS
+$806.0K
5,456
增持
BOND
PIMCO ETF TR
-$806.0K
994,300
+7%
减持
META
META PLATFORMS INC
-$764.0K
6,320
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$697.0K
14,421
+94%
减持
LRGF
ISHARES TR
-$680.0K
86,000
-11%
增持
AMZN
AMAZON COM INC
+$678.0K
1,424
+20%
增持
NTSE
WISDOMTREE TR
-$605.0K
797,350
+11%
减持
MMM
3M CO
-$590.0K
3,764
-42%
清仓
—
PIONEER NAT RES CO
-$429.0K
0
-100%
减持
PFE
PFIZER INC
-$421.0K
12,339
-31%
建仓
U
UNITY SOFTWARE INC
+$419.0K
4,223
减持
AAPL
APPLE INC
-$399.0K
112,668
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$391.0K
7,537
-1%
增持
NFLX
NETFLIX INC
-$374.0K
1,712
+2%
增持
CBOE
CBOE GLOBAL MKTS INC
-$351.0K
22,131
+0%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$332.0K
2,678
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$311.0K
3,639
+124%
建仓
BGRN
ISHARES TR
+$306.0K
6,047
增持
AMD
ADVANCED MICRO DEVICES INC
-$305.0K
4,335
+15%
建仓
EAGG
ISHARES TR
+$297.0K
5,756
减持
HD
HOME DEPOT INC
-$293.0K
2,347
-2%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$275.0K
3,760
增持
USRT
ISHARES TR
-$272.0K
294,250
+3%
增持
JPIB
J P MORGAN EXCHANGE-TRADED F
+$261.0K
51,773
+15%
清仓
ITW
ILLINOIS TOOL WKS INC
-$246.0K
0
-100%
建仓
DE
DEERE & CO
+$239.0K
575
建仓
IMKTA
INGLES MKTS INC
+$237.0K
2,663
建仓
SHEL
SHELL PLC
+$233.0K
4,241
清仓
TJX
TJX COS INC NEW
-$231.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$229.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$228.0K
3,862
清仓
QQQ
INVESCO QQQ TR
-$228.0K
0
-100%
清仓
MRNA
MODERNA INC
-$217.0K
0
-100%
清仓
AOA
ISHARES TR
-$214.0K
0
-100%
清仓
MCO
MOODYS CORP
-$212.0K
0
-100%
清仓
DXCM
DEXCOM INC
-$210.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$209.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$207.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$207.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$207.0K
0
-100%
建仓
BIL
SPDR SER TR
+$206.0K
2,251
清仓
BKNG
BOOKING HOLDINGS INC
-$205.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$203.0K
0
-100%
清仓
TGT
TARGET CORP
-$202.0K
0
-100%
增持
MINT
PIMCO ETF TR
+$193.0K
68,966
+4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$191.0K
26,533
+0%
减持
ABT
ABBOTT LABS
-$184.0K
2,372
-28%
增持
ESGU
ISHARES TR
+$179.0K
59,501
+10%
减持
PYPL
PAYPAL HLDGS INC
-$177.0K
1,869
-10%
增持
SUSB
ISHARES TR
+$147.0K
43,490
+21%
减持
AGG
ISHARES TR
-$140.0K
8,845
-7%
减持
SUSC
ISHARES TR
-$137.0K
52,787
-2%
增持
JPM
JPMORGAN CHASE & CO
-$137.0K
7,499
+2%
增持
—
EXXON MOBIL CORP
+$135.0K
4,313
+19%
增持
IFGL
ISHARES TR
+$133.0K
600,077
+6%
增持
MSFT
MICROSOFT CORP
-$125.0K
33,355
+8%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$121.0K
19,519
减持
INTU
INTUIT
-$120.0K
691
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$118.0K
1,039
-0%
增持
CVX
CHEVRON CORP NEW
+$118.0K
2,493
+1%
增持
V
VISA INC
+$112.0K
5,797
+7%
增持
ABBV
ABBVIE INC
+$104.0K
3,062
+6%
增持
IR
INGERSOLL RAND INC
-$95.0K
8,447
+0%
增持
LOW
LOWES COS INC
-$94.0K
1,777
+1%
减持
MCD
MCDONALDS CORP
-$93.0K
2,884
-4%
减持
ESGV
VANGUARD WORLD FD
-$89.0K
10,778
-2%
增持
GOOGL
ALPHABET INC
-$88.0K
788
+0%
减持
VOO
VANGUARD INDEX FDS
-$85.0K
546
-24%
减持
—
ACCENTURE PLC IRELAND
-$78.0K
984
-1%
增持
SDG
ISHARES TR
+$75.0K
10,587
+16%
增持
TSLA
TESLA INC
+$73.0K
1,348
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$66.0K
1,224
+19%
减持
DBX
DROPBOX INC
-$62.0K
40,083
-1%
建仓
—
NEKTAR THERAPEUTICS
+$61.0K
11,279
减持
ISRG
INTUITIVE SURGICAL INC
-$58.0K
974
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$58.0K
6,680
+23%
增持
UNP
UNION PAC CORP
+$58.0K
1,596
+6%
增持
PG
PROCTER AND GAMBLE CO
+$55.0K
5,424
+15%
增持
SBUX
STARBUCKS CORP
-$55.0K
3,739
+11%
增持
—
CHUBB LIMITED
+$54.0K
1,268
+12%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$52.0K
3,526
+2%
减持
—
BLACKROCK INC
-$52.0K
317
-1%
减持
CMCSA
COMCAST CORP NEW
-$51.0K
6,605
-8%
增持
AMT
AMERICAN TOWER CORP NEW
-$51.0K
1,238
+0%
增持
ESGE
ISHARES INC
+$51.0K
33,405
+13%
减持
GS
GOLDMAN SACHS GROUP INC
-$47.0K
783
-2%
增持
QCOM
QUALCOMM INC
-$46.0K
2,421
+6%
减持
ZION
ZIONS BANCORPORATION N A
+$46.0K
19,653
-0%
增持
ELV
ANTHEM INC
+$43.0K
874
+5%
减持
AMAT
APPLIED MATLS INC
-$42.0K
1,611
-0%
增持
YUM
YUM BRANDS INC
-$42.0K
2,094
+0%
增持
DIS
DISNEY WALT CO
-$41.0K
3,365
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$40.0K
2,423
+2%
增持
TXN
TEXAS INSTRS INC
+$40.0K
2,413
+13%
增持
AXP
AMERICAN EXPRESS CO
+$39.0K
1,306
+4%
增持
BAC
BK OF AMERICA CORP
-$38.0K
19,512
+3%
减持
MS
MORGAN STANLEY
-$36.0K
3,307
-0%
减持
JNJ
JOHNSON & JOHNSON
-$36.0K
6,335
-7%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$34.0K
14,241
增持
DES
WISDOMTREE TR
-$33.0K
33,708
+0%
减持
ORCL
ORACLE CORP
-$32.0K
4,950
-2%
增持
MU
MICRON TECHNOLOGY INC
-$31.0K
2,738
+5%
增持
HON
HONEYWELL INTL INC
-$30.0K
2,381
+1%
减持
IDEV
ISHARES TR
-$30.0K
4,994
-3%
增持
MRK
MERCK & CO INC
+$30.0K
4,110
+3%
减持
AVGO
BROADCOM INC
-$29.0K
675
-1%
增持
NVDA
NVIDIA CORPORATION
-$29.0K
4,577
+5%
增持
ZTS
ZOETIS INC
-$29.0K
1,757
+19%
增持
XLY
SELECT SECTOR SPDR TR
-$29.0K
1,511
+0%
增持
VSGX
VANGUARD WORLD FD
+$28.0K
6,471
+17%
增持
AMGN
AMGEN INC
+$28.0K
1,119
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$27.0K
1,298
+9%
增持
BX
BLACKSTONE INC
+$27.0K
1,897
+15%
增持
—
EATON CORP PLC
-$26.0K
1,415
+2%
增持
LLY
LILLY ELI & CO
+$26.0K
1,627
+2%
增持
DVY
ISHARES TR
+$26.0K
4,090
+1%
增持
T
AT&T INC
+$25.0K
10,128
+16%
增持
DHR
DANAHER CORPORATION
+$25.0K
1,427
+19%
增持
UPS
UNITED PARCEL SERVICE INC
+$24.0K
1,233
+10%
增持
NOW
SERVICENOW INC
+$24.0K
470
+28%
增持
NKE
NIKE INC
-$23.0K
3,115
+18%
减持
INTC
INTEL CORP
-$22.0K
6,654
-3%
增持
SCHX
SCHWAB STRATEGIC TR
-$22.0K
7,257
+100%
增持
IUSG
ISHARES TR
-$22.0K
2,249
+0%
减持
CVS
CVS HEALTH CORP
-$20.0K
3,209
-4%
