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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 10
增持 63
减持 49
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
IWB
ISHARES TR
-$111.8M
14,224
-97%
增持
BIL
SPDR SER TR
+$108.9M
1,192,430
+52873%
清仓
BOND
PIMCO ETF TR
-$101.2M
0
-100%
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。
增持
LDUR
PIMCO ETF TR
+$97.6M
1,249,570
+445%
减持
NTSX
WISDOMTREE TR
-$42.8M
5,078,817
-3%
减持
IVV
ISHARES TR
-$37.4M
496,899
-0%
增持
IEFA
ISHARES TR
-$15.6M
1,745,574
+3%
减持
IWM
ISHARES TR
-$13.0M
348,356
-1%
增持
IEMG
ISHARES INC
-$10.0M
1,673,778
+1%
减持
NTSI
WISDOMTREE TR
-$9.2M
1,448,720
-1%
减持
SCZ
ISHARES TR
-$7.1M
590,956
-0%
增持
EEM
ISHARES TR
-$5.1M
1,586,024
+4%
增持
IWC
ISHARES TR
-$4.5M
201,936
+2%
增持
AOR
ISHARES TR
+$4.4M
1,124,992
+22%
增持
LRGF
ISHARES TR
+$4.4M
216,534
+152%
减持
AAPL
APPLE INC
-$4.3M
112,310
-0%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$4.0M
59,141
+99%
减持
USRT
ISHARES TR
-$3.8M
285,869
-3%
减持
IFGL
ISHARES TR
-$3.3M
580,769
-3%
增持
ABNB
AIRBNB INC
+$3.0M
62,103
+319%
增持
INTF
ISHARES TR
+$2.6M
181,799
+194%
减持
ESGU
ISHARES TR
-$2.2M
45,907
-23%
减持
SWAN
AMPLIFY ETF TR
-$2.2M
24,272
-73%
减持
MSFT
MICROSOFT CORP
-$2.1M
31,799
-5%
减持
EFA
ISHARES TR
-$1.9M
26,792
-44%
增持
AMZN
AMAZON COM INC
-$1.5M
29,485
+1971%
增持
LLY
LILLY ELI & CO
+$1.5M
6,093
+274%
增持
IWV
ISHARES TR
-$1.4M
33,549
+2%
清仓
SUSC
ISHARES TR
-$1.3M
0
-100%
增持
NTSE
WISDOMTREE TR
-$1.2M
876,884
+10%
减持
GOOG
ALPHABET INC
-$1.2M
672
-29%
增持
SUSB
ISHARES TR
+$1.2M
92,381
+112%
清仓
DBX
DROPBOX INC
-$932.0K
0
-100%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$863.0K
29,874
+110%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$736.0K
10,352
+287%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$721.0K
16,289
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$568.0K
7,664
+2%
建仓
—
KELLOGG CO
+$513.0K
7,181
减持
AGG
ISHARES TR
-$507.0K
4,327
-51%
增持
TSLA
TESLA INC
-$487.0K
1,434
+6%
增持
NVDA
NVIDIA CORPORATION
-$484.0K
5,046
+10%
减持
META
META PLATFORMS INC
-$472.0K
5,793
-8%
增持
GOOGL
ALPHABET INC
-$458.0K
796
+1%
建仓
QQQ
INVESCO QQQ TR
+$444.0K
1,582
增持
SHOP
SHOPIFY INC
-$432.0K
12,170
+913%
清仓
U
UNITY SOFTWARE INC
-$419.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$355.0K
1,638
-55%
减持
NFLX
NETFLIX INC
-$343.0K
1,703
-1%
减持
—
TRANE TECHNOLOGIES PLC
-$330.0K
14,416
-0%
建仓
VTI
VANGUARD INDEX FDS
+$306.0K
1,625
建仓
VNQ
VANGUARD INDEX FDS
+$305.0K
3,344
增持
ZION
ZIONS BANCORPORATION N A
-$288.0K
19,658
+0%
清仓
CRM
SALESFORCE COM INC
-$286.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$278.0K
0
-100%
建仓
AVAV
AEROVIRONMENT INC
+$278.0K
3,391
清仓
GMED
GLOBUS MED INC
-$277.0K
0
-100%
增持
MMM
3M CO
+$265.0K
6,379
+69%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$249.0K
1,762
建仓
VGT
VANGUARD WORLD FDS
+$244.0K
746
清仓
AXP
AMERICAN EXPRESS CO
-$244.0K
0
-100%
减持
SHV
ISHARES TR
-$244.0K
895,785
-0%
清仓
—
BLACKROCK INC
-$242.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$241.0K
0
-100%
清仓
DE
DEERE & CO
-$239.0K
0
-100%
清仓
IUSG
ISHARES TR
-$238.0K
0
-100%
清仓
IMKTA
INGLES MKTS INC
-$237.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$236.0K
18,277
-6%
清仓
SHEL
SHELL PLC
-$233.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$230.0K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$228.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$227.0K
0
-100%
清仓
ESML
ISHARES TR
-$226.0K
0
-100%
清仓
C
CITIGROUP INC
-$218.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$216.0K
0
-100%
清仓
—
EATON CORP PLC
-$215.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$215.0K
7,168
-4%
建仓
DG
DOLLAR GEN CORP NEW
+$215.0K
876
清仓
MU
MICRON TECHNOLOGY INC
-$213.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$212.0K
0
-100%
清仓
IWD
ISHARES TR
-$212.0K
0
-100%
清仓
BA
BOEING CO
-$211.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$204.0K
2,268
减持
CSCO
CISCO SYS INC
-$200.0K
9,295
-13%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$191.0K
26,308
-1%
减持
ESGD
ISHARES TR
-$172.0K
15,559
-0%
减持
DIS
DISNEY WALT CO
-$159.0K
3,195
-5%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$157.0K
198,147
+15%
增持
COST
COSTCO WHSL CORP NEW
-$157.0K
1,819
+2%
减持
ESGE
ISHARES INC
-$149.0K
33,364
-0%
增持
V
VISA INC
-$139.0K
5,823
+0%
减持
PG
PROCTER AND GAMBLE CO
-$128.0K
4,876
-10%
增持
DES
WISDOMTREE TR
-$121.0K
33,755
+0%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$121.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$109.0K
5,432
+26%
减持
VUG
VANGUARD INDEX FDS
-$108.0K
1,228
-8%
减持
NKE
NIKE INC
-$107.0K
3,049
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$105.0K
4,469
+3%
减持
INTC
INTEL CORP
-$105.0K
6,032
-9%
减持
UNP
UNION PAC CORP
-$103.0K
1,566
-2%
减持
TXN
TEXAS INSTRS INC
-$93.0K
2,276
-6%
减持
SBUX
STARBUCKS CORP
-$92.0K
3,253
-13%
减持
WFC
WELLS FARGO CO NEW
-$90.0K
8,832
-2%
增持
VTV
VANGUARD INDEX FDS
-$86.0K
5,460
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$80.0K
1,065
+9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$75.0K
1,090
+5%
增持
AVGO
BROADCOM INC
-$73.0K
725
+7%
增持
ESGV
VANGUARD WORLD FD
+$73.0K
14,257
+32%
增持
XLY
SELECT SECTOR SPDR TR
-$72.0K
1,515
+0%
增持
IR
INGERSOLL RAND INC
-$69.0K
8,483
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$69.0K
1,282
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$66.0K
2,535
+5%
减持
ORCL
ORACLE CORP
-$64.0K
4,935
-0%
增持
T
AT&T INC
+$62.0K
14,321
+41%
减持
HD
HOME DEPOT INC
-$62.0K
2,340
-0%
减持
SDG
ISHARES TR
-$61.0K
10,546
-0%
清仓
—
NEKTAR THERAPEUTICS
-$61.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$60.0K
8,686
-0%
增持
INTU
INTUIT
-$57.0K
713
+3%
减持
JNJ
JOHNSON & JOHNSON
-$55.0K
6,014
-5%
增持
MINT
PIMCO ETF TR
+$55.0K
70,254
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$53.0K
1,606
+31%
增持
WMT
WALMART INC
-$52.0K
2,184
+3%
减持
NOW
SERVICENOW INC
-$52.0K
442
-6%
增持
MA
MASTERCARD INCORPORATED
-$50.0K
2,125
+6%
增持
VSGX
VANGUARD WORLD FD
-$49.0K
6,538
+1%
增持
QCOM
QUALCOMM INC
-$49.0K
2,513
+4%
增持
DHR
DANAHER CORPORATION
-$49.0K
1,459
+2%
增持
IDEV
ISHARES TR
-$46.0K
5,066
+1%
减持
ZTS
ZOETIS INC
-$44.0K
1,670
-5%
减持
ABBV
ABBVIE INC
-$40.0K
2,983
-3%
增持
VYM
VANGUARD WHITEHALL FDS
-$39.0K
4,022
+1%
增持
DVY
ISHARES TR
-$39.0K
4,120
+1%
增持
MS
MORGAN STANLEY
-$38.0K
3,308
+0%
增持
HON
HONEYWELL INTL INC
-$38.0K
2,442
+3%
增持
FTNT
FORTINET INC
-$38.0K
4,145
+418%
增持
—
ACCENTURE PLC IRELAND
-$37.0K
1,060
+8%
增持
DGS
WISDOMTREE TR
-$37.0K
5,022
+2%
增持
UPS
UNITED PARCEL SERVICE INC
-$35.0K
1,257
+2%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$34.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$29.0K
3,954
+5%
减持
CBOE
CBOE GLOBAL MKTS INC
-$28.0K
22,128
-0%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
-$28.0K
55,738
+8%
增持
PEP
PEPSICO INC
+$27.0K
3,316
+6%
增持
LOW
LOWES COS INC
-$27.0K
1,899
+7%
减持
MDLZ
MONDELEZ INTL INC
-$27.0K
4,063
-9%
减持
—
CHUBB LIMITED
-$27.0K
1,250
-1%
减持
MRK
MERCK & CO INC
+$25.0K
3,967
-3%
增持
KO
COCA COLA CO
+$24.0K
5,507
+6%
减持
PFE
PFIZER INC
-$24.0K
11,738
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$18.0K
3,828
+9%
