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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 14
增持 77
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$108.1M
2,455
-100%
增持
IWB
ISHARES TR
+$104.2M
479,619
+2527%
增持
NTSX
WISDOMTREE TR
+$16.2M
5,959,182
+0%
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
+$15.3M
511,527
+1%
减持
EFA
ISHARES TR
+$8.5M
1,460,546
-0%
减持
IEFA
ISHARES TR
+$8.4M
1,698,503
-0%
增持
NTSI
WISDOMTREE TR
+$7.9M
2,554,651
+2%
减持
ABNB
AIRBNB INC
+$5.4M
139,739
-0%
增持
IEMG
ISHARES INC
+$5.4M
1,872,667
+2%
减持
AAPL
APPLE INC
+$2.1M
97,068
-9%
增持
IWM
ISHARES TR
+$1.9M
366,845
+1%
增持
MSFT
MICROSOFT CORP
+$1.8M
30,827
+4%
减持
EEM
ISHARES TR
+$1.7M
1,621,081
-1%
减持
SCZ
ISHARES TR
+$1.7M
591,417
-0%
增持
ESGU
ISHARES TR
+$1.5M
61,669
+28%
减持
USRT
ISHARES TR
-$1.3M
235,152
-12%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$989.6K
86,562
-21%
减持
NTSE
WISDOMTREE TR
-$951.9K
1,166,374
-8%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$886.5K
279,639
-0%
增持
LDUR
PIMCO ETF TR
+$839.6K
1,151,975
+0%
减持
IWC
ISHARES TR
-$834.2K
198,557
-1%
减持
INTF
ISHARES TR
+$746.8K
416,064
-0%
减持
LRGF
ISHARES TR
+$714.0K
355,480
-1%
减持
IFGL
ISHARES TR
-$693.8K
346,177
-7%
增持
NVDA
NVIDIA CORPORATION
+$650.9K
4,678
+5%
增持
META
META PLATFORMS INC
+$616.1K
6,074
+9%
减持
IWV
ISHARES TR
-$577.9K
29,001
-14%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$559.7K
55,522
-1%
增持
AMZN
AMAZON COM INC
+$535.9K
24,997
+3%
增持
TSLA
TESLA INC
+$429.1K
4,337
+14%
减持
ZION
ZIONS BANCORPORATION N A
-$380.0K
19,605
-0%
减持
VUSB
VANGUARD BD INDEX FDS
-$378.7K
294,107
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$344.6K
11,021
+10%
减持
LLY
LILLY ELI & CO
-$329.5K
5,534
-9%
增持
ESGD
ISHARES TR
+$320.1K
34,235
+5%
建仓
—
LINDE PLC
+$286.9K
807
建仓
CRM
SALESFORCE INC
+$268.1K
1,342
建仓
BKNG
BOOKING HOLDINGS INC
+$263.7K
99
清仓
SHV
ISHARES TR
-$259.8K
0
-100%
增持
GOOG
ALPHABET INC
+$257.4K
12,585
+6%
清仓
SCHW
SCHWAB CHARLES CORP
-$247.5K
0
-100%
建仓
PLD
PROLOGIS INC.
+$243.2K
1,949
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$238.9K
9,663
清仓
—
LINDE PLC
-$238.4K
0
-100%
建仓
FTNT
FORTINET INC
+$236.7K
3,562
减持
GOOGL
ALPHABET INC
+$231.3K
15,530
-1%
清仓
DVN
DEVON ENERGY CORP NEW
-$229.9K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$227.2K
0
-100%
清仓
DGS
WISDOMTREE TR
-$227.0K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$214.7K
1,482
建仓
AMAT
APPLIED MATLS INC
+$214.2K
1,744
清仓
GMED
GLOBUS MED INC
-$213.5K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$213.4K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$212.7K
10,263
-36%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$211.4K
3,915
建仓
HEI
HEICO CORP NEW
+$208.9K
1,222
清仓
APD
AIR PRODS & CHEMS INC
-$205.8K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$205.2K
1,041
清仓
CI
CIGNA CORP NEW
-$204.2K
0
-100%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$192.2K
69,422
+3%
减持
CBOE
CBOE GLOBAL MKTS INC
+$191.2K
21,876
-0%
建仓
ARKF
ARK ETF TR
+$191.0K
10,153
减持
JNJ
JOHNSON & JOHNSON
-$189.0K
5,417
-7%
增持
SHOP
SHOPIFY INC
+$162.7K
12,279
+0%
增持
QQQ
INVESCO QQQ TR
+$161.3K
2,793
+1%
增持
V
VISA INC
+$161.1K
5,749
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$158.0K
2,656
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$155.5K
4,307
+5%
减持
PFE
PFIZER INC
-$146.7K
10,629
-6%
减持
MMM
3M CO
-$120.9K
6,024
-4%
增持
ESGE
ISHARES INC
+$112.9K
28,862
+9%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$107.3K
11,519
-13%
增持
AVGO
BROADCOM INC
+$105.8K
874
+8%
增持
NFLX
NETFLIX INC
+$104.4K
1,905
+1%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$97.3K
12,460
增持
DIS
DISNEY WALT CO
+$85.3K
3,595
+14%
增持
VYM
VANGUARD WHITEHALL FDS
+$85.3K
5,665
+20%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$81.7K
26,857
-1%
增持
MCD
MCDONALDS CORP
+$81.7K
3,164
+4%
减持
CVS
CVS HEALTH CORP
-$78.8K
2,881
-8%
增持
ORCL
ORACLE CORP
+$67.8K
5,120
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$67.5K
3,371
+7%
增持
BAC
BANK AMERICA CORP
-$67.3K
19,556
+3%
增持
CSCO
CISCO SYS INC
+$66.9K
10,582
+4%
增持
U
UNITY SOFTWARE INC
+$66.8K
17,125
+0%
减持
VTV
VANGUARD INDEX FDS
-$64.8K
5,214
-7%
减持
COST
COSTCO WHSL CORP NEW
+$64.2K
1,763
-1%
增持
ABBV
ABBVIE INC
+$63.2K
3,815
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$62.1K
1,258
+4%
增持
—
EXXON MOBIL CORP
+$62.0K
6,422
+10%
增持
MRK
MERCK & CO INC
+$61.2K
5,632
+16%
增持
UPS
UNITED PARCEL SERVICE INC
+$59.3K
1,340
+16%
减持
ESGV
VANGUARD WORLD FD
+$59.1K
11,908
-1%
建仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$57.1K
11,200
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$56.7K
26,271
+1%
增持
TXN
TEXAS INSTRS INC
+$56.5K
2,427
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$56.5K
1,073
+1%
增持
IR
INGERSOLL RAND INC
+$53.1K
8,619
+0%
减持
ABT
ABBOTT LABS
-$52.8K
2,501
-10%
增持
SUSB
ISHARES TR
+$50.5K
97,620
+1%
增持
QCOM
QUALCOMM INC
+$50.2K
2,038
+7%
增持
VGT
VANGUARD WORLD FDS
+$49.9K
750
+0%
增持
MA
MASTERCARD INCORPORATED
+$49.5K
2,111
+2%
增持
INTU
INTUIT
+$49.1K
770
+2%
增持
JPM
JPMORGAN CHASE & CO
+$47.5K
8,321
+8%
增持
—
EATON CORP PLC
+$47.3K
1,702
+9%
增持
ZTS
ZOETIS INC
+$45.7K
1,569
+7%
增持
HON
HONEYWELL INTL INC
-$45.7K
2,619
+3%
增持
AGG
ISHARES TR
+$43.7K
4,713
+7%
增持
HD
HOME DEPOT INC
-$41.8K
2,331
+1%
增持
NKE
NIKE INC
+$40.5K
2,851
+8%
增持
WCBR
WISDOMTREE TR
+$38.3K
10,402
+3%
增持
VTI
VANGUARD INDEX FDS
+$38.0K
1,504
+7%
减持
WFC
WELLS FARGO CO NEW
-$38.0K
5,802
-6%
增持
SDG
ISHARES TR
+$36.8K
10,937
+4%
增持
CVX
CHEVRON CORP NEW
-$34.4K
3,393
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$33.9K
6,400
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$33.4K
1,211
+0%
减持
AMGN
AMGEN INC
-$31.6K
1,254
-2%
增持
PEP
PEPSICO INC
+$31.1K
3,234
+5%
增持
BA
BOEING CO
+$30.7K
1,190
+2%
增持
ELV
ELEVANCE HEALTH INC
-$30.3K
822
+3%
增持
—
KELLOGG CO
-$29.6K
7,191
+0%
减持
AXP
AMERICAN EXPRESS CO
+$28.3K
1,653
-0%
增持
MDLZ
MONDELEZ INTL INC
+$28.2K
4,185
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$28.0K
4,156
+15%
减持
DHR
DANAHER CORPORATION
-$27.5K
1,321
-3%
增持
ITW
ILLINOIS TOOL WKS INC
+$27.0K
1,117
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$25.4K
9,548
-2%
增持
PGR
PROGRESSIVE CORP
+$25.3K
1,591
+2%
增持
NEE
NEXTERA ENERGY INC
-$25.2K
4,837
+2%
减持
UNP
UNION PAC CORP
-$25.1K
1,551
-5%
减持
MINT
PIMCO ETF TR
-$23.3K
70,012
-1%
减持
MS
MORGAN STANLEY
-$22.9K
2,737
-12%
减持
AMT
AMERICAN TOWER CORP NEW
-$22.1K
1,222
-5%
增持
KO
COCA COLA CO
+$21.4K
5,731
+9%
增持
NOC
NORTHROP GRUMMAN CORP
-$20.2K
443
+8%
增持
YUM
YUM BRANDS INC
+$19.8K
2,243
+4%
减持
CMCSA
COMCAST CORP NEW
+$19.8K
7,250
-1%
减持
SBUX
STARBUCKS CORP
+$16.2K
3,592
-0%
增持
—
CHUBB LIMITED
-$15.6K
1,321
+7%
减持
—
BLACKROCK INC
-$14.9K
360
-0%
减持
XLY
SELECT SECTOR SPDR TR
+$14.1K
1,527
-8%
增持
WMT
WALMART INC
+$14.0K
2,390
+0%
减持
CAT
CATERPILLAR INC
-$14.0K
1,041
-1%
减持
DE
DEERE & CO
-$13.7K
621
-1%
增持
T
AT&T INC
+$13.4K
10,861
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$13.0K
4,181
+6%
增持
LOW
LOWES COS INC
+$12.5K
1,936
+3%
增持
DVY
ISHARES TR
-$10.0K
4,243
+1%
