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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 61
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES TR
-$98.1M
2,364
-100%
增持
EFA
ISHARES TR
+$94.6M
1,461,377
+5862%
清仓
AOR
ISHARES TR
-$52.5M
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
NTSI
WISDOMTREE TR
+$37.8M
2,514,082
+63%
增持
NTSX
WISDOMTREE TR
+$35.8M
5,937,881
+16%
增持
IEFA
ISHARES TR
+$15.9M
1,704,999
+1%
建仓
VUSB
VANGUARD BD INDEX FDS
+$14.9M
303,276
增持
IVV
ISHARES TR
+$13.8M
507,492
+0%
增持
NTSE
WISDOMTREE TR
+$13.4M
1,269,330
+51%
减持
LDUR
PIMCO ETF TR
-$12.7M
1,150,707
-10%
增持
EEM
ISHARES TR
+$11.6M
1,641,834
+13%
减持
IEMG
ISHARES INC
+$5.8M
1,841,897
-1%
增持
IWM
ISHARES TR
+$4.8M
364,463
+2%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$4.7M
56,156
+82%
减持
SCZ
ISHARES TR
+$4.5M
593,640
-0%
增持
INTF
ISHARES TR
+$2.5M
417,658
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
279,837
+9%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$2.0M
108,887
+68%
减持
AAPL
APPLE INC
-$1.6M
106,703
-5%
减持
IFGL
ISHARES TR
-$1.6M
373,695
-25%
减持
AMZN
AMAZON COM INC
-$1.4M
24,357
-19%
增持
ABNB
AIRBNB INC
+$1.3M
139,835
+37%
增持
ESGD
ISHARES TR
+$1.3M
32,542
+109%
增持
IWC
ISHARES TR
+$1.2M
200,180
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
3,151
-60%
减持
TSLA
TESLA INC
-$723.3K
3,821
-15%
减持
BIL
SPDR SER TR
-$693.9K
1,184,488
-0%
清仓
SWAN
AMPLIFY ETF TR
-$584.0K
0
-100%
增持
IWB
ISHARES TR
+$570.2K
18,256
+10%
减持
USRT
ISHARES TR
-$507.8K
266,476
-8%
增持
ESGU
ISHARES TR
+$500.1K
48,084
+7%
减持
MINT
PIMCO ETF TR
-$499.9K
70,675
-6%
增持
SUSB
ISHARES TR
+$480.3K
96,687
+25%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$468.6K
67,323
+14%
增持
IWV
ISHARES TR
+$459.0K
33,555
+0%
清仓
EAGG
ISHARES TR
-$416.0K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$414.8K
10,013
-31%
增持
VNQ
VANGUARD INDEX FDS
+$392.3K
8,830
+111%
减持
MSFT
MICROSOFT CORP
-$353.6K
29,732
-7%
清仓
VSGX
VANGUARD WORLD FD
-$285.0K
0
-100%
减持
LLY
LILLY ELI & CO
+$256.1K
6,096
-0%
建仓
—
BLACKROCK INC
+$255.9K
361
建仓
TJX
TJX COS INC NEW
+$255.2K
3,206
建仓
CMCSA
COMCAST CORP NEW
+$255.1K
7,293
建仓
CAT
CATERPILLAR INC
+$252.3K
1,053
建仓
ISRG
INTUITIVE SURGICAL INC
+$251.7K
949
建仓
ITW
ILLINOIS TOOL WKS INC
+$245.0K
1,112
建仓
AXP
AMERICAN EXPRESS CO
+$244.4K
1,654
建仓
—
EATON CORP PLC
+$244.3K
1,557
清仓
COP
CONOCOPHILLIPS
-$243.0K
0
-100%
建仓
—
LINDE PLC
+$238.4K
731
清仓
WM
WASTE MGMT INC DEL
-$227.0K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$224.8K
412
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$224.0K
0
-100%
建仓
BA
BOEING CO
+$222.2K
1,166
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$217.3K
257
建仓
VZ
VERIZON COMMUNICATIONS INC
+$214.9K
5,455
建仓
GMED
GLOBUS MED INC
+$213.5K
2,875
建仓
PM
PHILIP MORRIS INTL INC
+$213.0K
2,104
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$212.9K
2,075
建仓
APD
AIR PRODS & CHEMS INC
+$205.8K
667
建仓
AOA
ISHARES TR
+$205.7K
3,442
建仓
CI
CIGNA CORP NEW
+$204.2K
616
清仓
PYPL
PAYPAL HLDGS INC
-$204.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$202.4K
1,560
清仓
TMUS
T-MOBILE US INC
-$202.0K
0
-100%
清仓
IWD
ISHARES TR
-$200.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$198.7K
7,731
-4%
减持
GOOG
ALPHABET INC
-$192.5K
11,850
-8%
增持
CBOE
CBOE GLOBAL MKTS INC
+$181.4K
21,881
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$178.4K
27,046
+2%
减持
GOOGL
ALPHABET INC
-$160.3K
15,637
-3%
建仓
WCBR
WISDOMTREE TR
+$153.1K
10,058
增持
MRK
MERCK & CO INC
+$152.0K
4,849
+8%
增持
AVGO
BROADCOM INC
+$150.6K
813
+19%
减持
META
META PLATFORMS INC
-$148.7K
5,578
-8%
增持
PG
PROCTER AND GAMBLE CO
+$146.2K
4,950
+3%
减持
WFC
WELLS FARGO CO NEW
-$142.1K
6,172
-37%
增持
HON
HONEYWELL INTL INC
+$140.2K
2,549
+5%
增持
CVX
CHEVRON CORP NEW
+$140.0K
3,276
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$127.3K
4,734
+17%
增持
ABBV
ABBVIE INC
+$126.8K
3,371
+8%
增持
NFLX
NETFLIX INC
+$124.8K
1,878
+3%
减持
MA
MASTERCARD INCORPORATED
+$124.8K
2,064
-1%
减持
V
VISA INC
+$114.2K
5,464
-5%
减持
—
EXXON MOBIL CORP
+$108.2K
5,822
-5%
减持
NVDA
NVIDIA CORPORATION
+$106.6K
4,438
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$104.3K
2,666
+3%
减持
ESGV
VANGUARD WORLD FD
-$102.2K
12,068
-15%
减持
LRGF
ISHARES TR
+$98.1K
359,320
-6%
增持
SHOP
SHOPIFY INC
+$98.0K
12,272
+1%
减持
ORCL
ORACLE CORP
+$97.0K
4,992
-2%
增持
CSCO
CISCO SYS INC
+$95.3K
10,208
+4%
增持
SDG
ISHARES TR
+$94.3K
10,509
+1%
增持
DES
WISDOMTREE TR
+$93.5K
33,878
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$89.4K
3,928
+5%
减持
MCD
MCDONALDS CORP
+$88.0K
3,047
-2%
减持
QCOM
QUALCOMM INC
-$87.2K
1,909
-27%
增持
IR
INGERSOLL RAND INC
+$78.3K
8,580
+0%
减持
PFE
PFIZER INC
+$76.3K
11,325
-2%
增持
MMM
3M CO
+$74.1K
6,288
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$72.9K
1,208
-19%
增持
ESGE
ISHARES INC
+$72.6K
26,460
+1%
减持
CVS
CVS HEALTH CORP
-$68.2K
3,142
-17%
减持
NKE
NIKE INC
+$65.1K
2,642
-10%
增持
VUG
VANGUARD INDEX FDS
+$64.5K
1,546
+25%
增持
XLF
SELECT SECTOR SPDR TR
+$64.4K
9,718
+10%
增持
AMGN
AMGEN INC
+$62.7K
1,275
+6%
增持
DE
DEERE & CO
+$62.0K
630
+1%
增持
DVY
ISHARES TR
+$60.2K
4,206
+1%
增持
SBUX
STARBUCKS CORP
+$59.9K
3,607
+2%
减持
DIS
DISNEY WALT CO
-$57.3K
3,161
-10%
减持
IWF
ISHARES TR
-$56.5K
1,342
-18%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$56.2K
1,061
-3%
增持
WMT
WALMART INC
+$50.3K
2,386
+7%
增持
ABT
ABBOTT LABS
+$47.1K
2,788
+4%
减持
—
CHUBB LIMITED
+$46.1K
1,234
-1%
减持
YUM
YUM BRANDS INC
+$44.3K
2,158
-1%
增持
NEE
NEXTERA ENERGY INC
+$43.1K
4,761
+5%
减持
GS
GOLDMAN SACHS GROUP INC
+$43.0K
897
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$41.5K
2,973
+4%
增持
U
UNITY SOFTWARE INC
-$40.3K
17,094
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$39.6K
13,283
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$38.3K
16,093
-0%
减持
MDLZ
MONDELEZ INTL INC
+$36.6K
3,955
-4%
减持
BAC
BANK AMERICA CORP
-$35.4K
18,919
-14%
增持
TXN
TEXAS INSTRS INC
+$35.0K
2,391
+3%
减持
JNJ
JOHNSON & JOHNSON
+$33.7K
5,823
-4%
增持
ZION
ZIONS BANCORPORATION N A
-$32.2K
19,666
+0%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$31.9K
26,103
-4%
减持
ZTS
ZOETIS INC
-$30.6K
1,470
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$29.4K
1,656
+1%
减持
T
AT&T INC
-$28.4K
10,626
-27%
减持
HD
HOME DEPOT INC
+$26.7K
2,310
-9%
减持
UPS
UNITED PARCEL SERVICE INC
-$26.5K
1,154
-18%
增持
UNP
UNION PAC CORP
+$25.2K
1,628
+2%
增持
LOW
LOWES COS INC
+$24.8K
1,881
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$23.2K
1,283
-7%
增持
DGS
WISDOMTREE TR
+$23.0K
5,161
+1%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$22.8K
10,345
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$20.9K
3,615
-9%
减持
—
GLOBAL X FDS
-$20.9K
12,184
-12%
减持
DHR
DANAHER CORPORATION
-$18.6K
1,358
-8%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$17.3K
14,549
+35%
增持
VTI
VANGUARD INDEX FDS
+$17.0K
1,407
+0%
增持
VGT
VANGUARD WORLD FDS
+$10.1K
749
+0%
减持
ELV
ELEVANCE HEALTH INC
+$9.4K
796
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.3K
1,204
-7%
增持
COST
COSTCO WHSL CORP NEW
-$9.1K
1,778
+2%
减持
QQQ
INVESCO QQQ TR
-$8.8K
2,761
-1%
