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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 145 项
建仓 12
增持 87
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
IEFA
ISHARES TR
-$13.6M
1,693,023
-3%
减持
EEM
ISHARES TR
-$12.9M
1,452,617
-8%
增持
NTSX
WISDOMTREE TR
-$12.5M
5,129,312
+1%
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
IVV
ISHARES TR
-$7.2M
505,167
+2%
增持
LRGF
ISHARES TR
+$5.7M
384,277
+77%
增持
ABNB
AIRBNB INC
+$5.2M
101,742
+64%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$5.1M
30,849
-48%
减持
NTSE
WISDOMTREE TR
-$4.7M
841,124
-4%
减持
IFGL
ISHARES TR
-$3.6M
497,115
-14%
增持
INTF
ISHARES TR
+$3.5M
369,149
+103%
增持
SCZ
ISHARES TR
-$3.2M
595,331
+1%
增持
NTSI
WISDOMTREE TR
-$2.8M
1,545,393
+7%
增持
IEMG
ISHARES INC
-$1.9M
1,866,751
+12%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.7M
64,659
+297%
增持
USRT
ISHARES TR
-$1.6M
288,095
+1%
增持
AOR
ISHARES TR
-$1.5M
1,172,447
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
256,715
+30%
增持
LDUR
PIMCO ETF TR
+$1.2M
1,279,099
+2%
增持
MSFT
MICROSOFT CORP
-$683.0K
32,134
+1%
减持
IWC
ISHARES TR
-$622.0K
197,029
-2%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$589.0K
16,154
建仓
U
UNITY SOFTWARE INC
+$529.0K
16,613
增持
MINT
PIMCO ETF TR
+$509.0K
75,578
+8%
减持
SUSB
ISHARES TR
-$407.0K
77,400
-16%
减持
ESGE
ISHARES INC
-$355.0K
26,144
-22%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$345.0K
0
-100%
增持
IWB
ISHARES TR
+$318.0K
16,584
+17%
减持
EFA
ISHARES TR
-$301.0K
24,510
-9%
增持
QQQ
INVESCO QQQ TR
+$300.0K
2,783
+76%
清仓
CMCSA
COMCAST CORP NEW
-$293.0K
0
-100%
减持
ESGU
ISHARES TR
-$277.0K
45,020
-2%
增持
AMZN
AMAZON COM INC
+$274.0K
30,143
+2%
清仓
IDEV
ISHARES TR
-$272.0K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$258.0K
14,286
+38%
减持
SHV
ISHARES TR
-$257.0K
894,260
-0%
增持
IWM
ISHARES TR
-$250.0K
356,220
+2%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$237.0K
27,097
-9%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$236.0K
1,043
清仓
FTNT
FORTINET INC
-$235.0K
0
-100%
增持
TSLA
TESLA INC
+$228.0K
4,504
+214%
建仓
WM
WASTE MGMT INC DEL
+$227.0K
1,413
增持
—
TRANE TECHNOLOGIES PLC
+$226.0K
14,484
+0%
增持
GOOG
ALPHABET INC
-$226.0K
12,941
+1826%
清仓
INTC
INTEL CORP
-$225.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$223.0K
3,714
减持
NVDA
NVIDIA CORPORATION
-$223.0K
4,467
-11%
清仓
ISRG
INTUITIVE SURGICAL INC
-$214.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$210.0K
0
-100%
建仓
DE
DEERE & CO
+$208.0K
624
建仓
SCHW
SCHWAB CHARLES CORP
+$206.0K
2,857
建仓
PYPL
PAYPAL HLDGS INC
+$204.0K
2,367
建仓
TMUS
T-MOBILE US INC
+$202.0K
1,506
建仓
IWD
ISHARES TR
+$200.0K
1,474
增持
GOOGL
ALPHABET INC
-$195.0K
16,106
+1923%
建仓
—
GLOBAL X FDS
+$175.0K
13,908
增持
—
WALGREENS BOOTS ALLIANCE INC
-$165.0K
26,501
+1%
减持
AAPL
APPLE INC
+$149.0K
112,177
-0%
减持
MMM
3M CO
-$145.0K
6,150
-4%
增持
EAGG
ISHARES TR
+$133.0K
8,950
+55%
增持
NFLX
NETFLIX INC
+$131.0K
1,823
+7%
减持
V
VISA INC
-$126.0K
5,744
-1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$122.0K
59,077
+6%
增持
META
META PLATFORMS INC
-$114.0K
6,037
+4%
减持
PFE
PFIZER INC
-$111.0K
11,506
-2%
减持
SDG
ISHARES TR
-$107.0K
10,378
-2%
减持
ESGD
ISHARES TR
-$104.0K
15,541
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$98.0K
1,092
+0%
减持
PG
PROCTER AND GAMBLE CO
-$97.0K
4,787
-2%
增持
BAC
BK OF AMERICA CORP
+$93.0K
21,937
+20%
增持
IWF
ISHARES TR
+$85.0K
1,633
+38%
增持
DES
WISDOMTREE TR
-$83.0K
33,812
+0%
增持
T
AT&T INC
-$77.0K
14,604
+2%
减持
MA
MASTERCARD INCORPORATED
-$77.0K
2,084
-2%
增持
JNJ
JOHNSON & JOHNSON
-$73.0K
6,092
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$72.0K
4,264
-5%
减持
SWAN
AMPLIFY ETF TR
-$71.0K
23,524
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$71.0K
1,499
-7%
增持
—
EXXON MOBIL CORP
+$69.0K
6,111
+13%
减持
NKE
NIKE INC
-$68.0K
2,937
-4%
增持
HD
HOME DEPOT INC
+$62.0K
2,547
+9%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$60.0K
3,744
-2%
减持
CBOE
CBOE GLOBAL MKTS INC
+$59.0K
21,844
-1%
减持
BIL
SPDR SER TR
-$56.0K
1,190,385
-0%
减持
VTI
VANGUARD INDEX FDS
-$54.0K
1,403
-14%
增持
SHOP
SHOPIFY INC
-$52.0K
12,171
+0%
减持
COST
COSTCO WHSL CORP NEW
-$51.0K
1,739
-4%
增持
WFC
WELLS FARGO CO NEW
+$51.0K
9,873
+12%
增持
SBUX
STARBUCKS CORP
+$50.0K
3,540
+9%
减持
ESGV
VANGUARD WORLD FD
-$50.0K
14,251
-0%
增持
CVX
CHEVRON CORP NEW
+$49.0K
3,114
+13%
减持
AVGO
BROADCOM INC
-$48.0K
683
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.0K
1,289
+1%
减持
ZTS
ZOETIS INC
-$41.0K
1,656
-1%
增持
COP
CONOCOPHILLIPS
+$39.0K
2,380
+5%
增持
ABBV
ABBVIE INC
-$39.0K
3,115
+4%
增持
DVY
ISHARES TR
-$38.0K
4,170
+1%
增持
CVS
CVS HEALTH CORP
+$37.0K
3,789
+8%
增持
NEE
NEXTERA ENERGY INC
+$37.0K
4,525
+10%
增持
VSGX
VANGUARD WORLD FD
-$36.0K
6,553
+0%
增持
ORCL
ORACLE CORP
-$34.0K
5,087
+3%
增持
JPM
JPMORGAN CHASE & CO
+$31.0K
8,021
+12%
增持
VNQ
VANGUARD INDEX FDS
+$31.0K
4,186
+25%
增持
DIS
DISNEY WALT CO
+$30.0K
3,515
+10%
增持
VTV
VANGUARD INDEX FDS
-$29.0K
5,592
+2%
减持
ELV
ELEVANCE HEALTH INC
-$26.0K
879
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$25.0K
1,886
+7%
增持
—
ACCENTURE PLC IRELAND
+$25.0K
1,244
+17%
增持
MDLZ
MONDELEZ INTL INC
-$25.0K
4,135
+2%
增持
VYM
VANGUARD WHITEHALL FDS
-$24.0K
4,052
+1%
增持
QCOM
QUALCOMM INC
-$24.0K
2,629
+5%
增持
MRK
MERCK & CO INC
+$24.0K
4,486
+13%
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$24.0K
10,768
增持
WMT
WALMART INC
+$23.0K
2,227
+2%
增持
UNP
UNION PAC CORP
-$22.0K
1,602
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$22.0K
1,373
+11%
增持
AGG
ISHARES TR
-$21.0K
4,352
+1%
增持
DGS
WISDOMTREE TR
-$20.0K
5,124
+2%
减持
HON
HONEYWELL INTL INC
-$19.0K
2,430
-0%
减持
—
CHUBB LIMITED
-$19.0K
1,244
-0%
减持
LOW
LOWES COS INC
+$18.0K
1,861
-2%
增持
MCD
MCDONALDS CORP
-$17.0K
3,097
+4%
增持
KO
COCA COLA CO
-$15.0K
5,907
+7%
增持
IR
INGERSOLL RAND INC
+$13.0K
8,553
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$13.0K
1,646
+0%
增持
BGRN
ISHARES TR
-$12.0K
6,148
+0%
增持
INTU
INTUIT
+$11.0K
739
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$11.0K
1,537
+1%
增持
YUM
YUM BRANDS INC
-$11.0K
2,180
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$11.0K
904
+6%
增持
—
KELLOGG CO
-$10.0K
7,228
+1%
增持
TXN
TEXAS INSTRS INC
+$10.0K
2,323
+2%
减持
MS
MORGAN STANLEY
+$9.0K
3,290
-1%
增持
DHR
DANAHER CORPORATION
+$9.0K
1,469
+1%
增持
VUG
VANGUARD INDEX FDS
-$9.0K
1,240
+1%
增持
PEP
PEPSICO INC
+$8.0K
3,428
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.0K
7,806
+2%
增持
AMGN
AMGEN INC
-$8.0K
1,208
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.0K
2,590
+2%
增持
XLF
SELECT SECTOR SPDR TR
-$5.0K
8,816
+1%
增持
ABT
ABBOTT LABS
-$5.0K
2,671
+10%
增持
CSCO
CISCO SYS INC
-$5.0K
9,786
+5%
增持
DG
DOLLAR GEN CORP NEW
-$4.0K
882
+1%
减持
ZION
ZIONS BANCORPORATION N A
-$2.0K
19,644
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.0K
1,406
+12%
增持
LLY
LILLY ELI & CO
-$1.0K
6,106
+0%
