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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 5
增持 23
减持 44
清仓 78
方向
标的
Δ市值
现股数(环比)
减持
LDUR
PIMCO ETF TR
-$95.8M
144,382
-87%
减持
IVV
ISHARES TR
+$17.1M
510,075
-0%
清仓
VUSB
VANGUARD BD INDEX FDS
-$14.5M
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
NTSX
WISDOMTREE TR
+$14.3M
6,021,467
+1%
增持
IWB
ISHARES TR
+$10.9M
488,099
+2%
减持
IWC
ISHARES TR
-$8.5M
111,919
-44%
减持
ABNB
AIRBNB INC
-$6.0M
89,010
-36%
增持
IWM
ISHARES TR
+$3.9M
370,487
+1%
减持
AAPL
APPLE INC
-$3.6M
63,913
-34%
增持
IEMG
ISHARES INC
+$3.3M
1,920,163
+3%
增持
EFA
ISHARES TR
+$2.5M
1,475,872
+1%
增持
IEFA
ISHARES TR
+$2.3M
1,716,883
+1%
增持
NTSI
WISDOMTREE TR
+$1.8M
2,599,388
+2%
减持
NTSE
WISDOMTREE TR
-$1.5M
1,119,620
-4%
减持
GOOGL
ALPHABET INC
-$1.4M
2,135
-86%
减持
AMZN
AMAZON COM INC
-$1.3M
9,694
-61%
清仓
NVDA
NVIDIA CORPORATION
-$1.3M
0
-100%
清仓
META
META PLATFORMS INC
-$1.3M
0
-100%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.2M
96,906
+40%
清仓
JPM
JPMORGAN CHASE & CO
-$1.1M
0
-100%
减持
GOOG
ALPHABET INC
-$923.6K
3,185
-75%
减持
V
VISA INC
-$902.7K
1,657
-71%
清仓
TSLA
TESLA INC
-$899.8K
0
-100%
减持
LRGF
ISHARES TR
+$854.5K
349,767
-2%
清仓
JNJ
JOHNSON & JOHNSON
-$839.6K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$796.7K
716
-79%
增持
ESGU
ISHARES TR
+$795.3K
65,393
+6%
清仓
MA
MASTERCARD INCORPORATED
-$767.3K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$757.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$748.7K
1,053
-60%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$725.3K
0
-100%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$717.3K
54,886
-1%
清仓
—
EXXON MOBIL CORP
-$704.2K
0
-100%
清仓
HD
HOME DEPOT INC
-$687.9K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$686.4K
7,013
-36%
清仓
ABBV
ABBVIE INC
-$607.9K
0
-100%
清仓
MRK
MERCK & CO INC
-$599.1K
0
-100%
清仓
PEP
PEPSICO INC
-$589.6K
0
-100%
清仓
AVGO
BROADCOM INC
-$560.4K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$559.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$553.6K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$509.9K
284,564
+2%
清仓
HON
HONEYWELL INTL INC
-$500.5K
0
-100%
清仓
ORCL
ORACLE CORP
-$475.8K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$451.5K
0
-100%
清仓
PFE
PFIZER INC
-$433.6K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$413.7K
0
-100%
减持
MCD
MCDONALDS CORP
-$410.5K
1,589
-50%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$409.4K
0
-100%
减持
IWV
ISHARES TR
+$390.1K
28,361
-2%
清仓
LOW
LOWES COS INC
-$387.2K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$378.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$374.2K
932
-47%
清仓
SBUX
STARBUCKS CORP
-$374.1K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$372.9K
0
-100%
清仓
DIS
DISNEY WALT CO
-$360.0K
0
-100%
清仓
KO
COCA COLA CO
-$355.5K
0
-100%
清仓
WMT
WALMART INC
-$352.3K
0
-100%
清仓
NKE
NIKE INC
-$349.7K
0
-100%
清仓
INTU
INTUIT
-$343.4K
0
-100%
减持
CSCO
CISCO SYS INC
-$340.4K
4,112
-61%
清仓
DHR
DANAHER CORPORATION
-$332.9K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$314.3K
0
-100%
清仓
UNP
UNION PAC CORP
-$312.1K
0
-100%
清仓
AMGN
AMGEN INC
-$303.2K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$293.4K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$291.7K
0
-100%
清仓
—
EATON CORP PLC
-$291.6K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$288.1K
0
-100%
清仓
—
LINDE PLC
-$286.9K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$274.9K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$272.7K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$272.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$268.1K
0
-100%
减持
NFLX
NETFLIX INC
-$267.9K
886
-53%
清仓
BKNG
BOOKING HOLDINGS INC
-$263.7K
0
-100%
清仓
ZTS
ZOETIS INC
-$261.2K
0
-100%
清仓
QCOM
QUALCOMM INC
-$260.1K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$259.9K
0
-100%
清仓
—
CHUBB LIMITED
-$256.5K
0
-100%
清仓
DE
DEERE & CO
-$256.3K
0
-100%
清仓
TJX
TJX COS INC NEW
-$253.8K
0
-100%
清仓
ABT
ABBOTT LABS
-$253.3K
0
-100%
增持
SCZ
ISHARES TR
-$253.0K
592,442
+0%
清仓
BA
BOEING CO
-$252.9K
0
-100%
减持
MSFT
MICROSOFT CORP
-$252.8K
25,355
-18%
建仓
DGRW
WISDOMTREE TR
+$251.4K
3,772
清仓
ISRG
INTUITIVE SURGICAL INC
-$250.8K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$249.7K
0
-100%
建仓
ITOT
ISHARES TR
+$249.6K
2,551
清仓
VZ
VERIZON COMMUNICATIONS INC
-$248.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$243.2K
0
-100%
清仓
—
BLACKROCK INC
-$241.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$240.3K
0
-100%
清仓
CAT
CATERPILLAR INC
-$238.3K
0
-100%
清仓
FTNT
FORTINET INC
-$236.7K
0
-100%
建仓
DHS
WISDOMTREE TR
+$235.1K
2,954
增持
SPY
SPDR S&P 500 ETF TR
+$228.9K
1,634
+35%
增持
ESGD
ISHARES TR
+$228.2K
36,852
+8%
清仓
PGR
PROGRESSIVE CORP
-$227.7K
0
-100%
清仓
BIL
SPDR SER TR
-$225.4K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$220.9K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$220.2K
0
-100%
建仓
—
WISDOMTREE TR
+$217.8K
6,753
清仓
WFC
WELLS FARGO CO NEW
-$216.9K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$214.7K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$214.2K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$214.1K
0
-100%
减持
MINT
PIMCO ETF TR
-$213.3K
67,516
-4%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$211.4K
0
-100%
清仓
T
AT&T INC
-$209.1K
0
-100%
清仓
HEI
HEICO CORP NEW
-$208.9K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$205.2K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$204.6K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$203.7K
0
-100%
建仓
WCLD
WISDOMTREE TR
+$201.2K
6,346
减持
—
WALGREENS BOOTS ALLIANCE INC
-$196.3K
25,709
-4%
增持
IFGL
ISHARES TR
-$191.8K
351,774
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$188.1K
2,055
-52%
减持
MMM
3M CO
-$188.1K
4,447
-26%
减持
SHOP
SHOPIFY INC
+$186.5K
12,000
-2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$175.4K
83,016
-4%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$161.8K
16,098
+67%
减持
QQQ
INVESCO QQQ TR
+$124.7K
2,764
-1%
减持
LLY
LILLY ELI & CO
+$114.1K
4,296
-22%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$102.6K
26,399
+0%
增持
SUSB
ISHARES TR
+$102.1K
102,505
+5%
减持
INTF
ISHARES TR
-$97.5K
407,460
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$86.9K
6,453
+14%
增持
VTI
VANGUARD INDEX FDS
+$80.4K
1,759
+17%
减持
ZION
ZIONS BANCORPORATION N A
-$70.8K
19,209
-2%
减持
EEM
ISHARES TR
-$49.1K
1,615,743
-0%
减持
VUG
VANGUARD INDEX FDS
+$42.9K
1,346
-1%
减持
YUM
YUM BRANDS INC
-$42.3K
1,832
-18%
清仓
MFG
MIZUHO FINANCIAL GROUP INC
-$40.7K
0
-100%
减持
ESGV
VANGUARD WORLD FD
+$38.6K
11,392
-4%
减持
AGG
ISHARES TR
-$34.0K
4,447
-6%
减持
AVAV
AEROVIRONMENT INC
+$31.8K
3,350
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$31.5K
1,530
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$26.9K
10,854
+6%
减持
IWF
ISHARES TR
+$26.8K
1,289
-4%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$26.0K
0
-100%
减持
IR
INGERSOLL RAND INC
+$25.7K
8,066
-6%
增持
SDG
ISHARES TR
+$25.7K
11,281
+3%
减持
VGT
VANGUARD WORLD FDS
+$25.3K
711
-5%
减持
CBOE
CBOE GLOBAL MKTS INC
+$21.7K
21,435
-2%
减持
ARKF
ARK ETF TR
+$21.0K
10,139
-0%
减持
—
KELLOGG CO
-$21.0K
6,833
-5%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$18.5K
11,557
+0%
减持
VNQ
VANGUARD INDEX FDS
-$14.7K
8,644
-3%