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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 76
增持 70
减持 3
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$303.8M
1,009,806
+100%
增持
NTSX
WISDOMTREE TR
+$280.9M
12,168,012
+99%
增持
LRGF
ISHARES TR
+$212.1M
6,699,030
+105%
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。
建仓
USFR
WISDOMTREE TR
+$191.7M
3,809,930
增持
IWB
ISHARES TR
+$166.0M
1,016,958
+98%
增持
IEFA
ISHARES TR
+$120.2M
3,667,184
+108%
增持
IEMG
ISHARES INC
+$107.2M
4,439,820
+105%
增持
NTSI
WISDOMTREE TR
+$100.7M
6,251,590
+106%
减持
EFA
ISHARES TR
-$97.9M
54,030
-96%
增持
INTF
ISHARES TR
+$90.6M
6,284,596
+120%
增持
IWM
ISHARES TR
+$79.2M
704,720
+103%
增持
EEM
ISHARES TR
+$46.6M
2,544,844
+95%
增持
SCZ
ISHARES TR
+$23.5M
903,666
+95%
增持
IWC
ISHARES TR
+$13.0M
194,928
+93%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.8M
466,358
+97%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$8.6M
72,776
+75%
增持
PYLD
PIMCO ETF TR
+$7.5M
578,334
+106%
增持
IWV
ISHARES TR
+$7.1M
41,882
+99%
增持
BOND
PIMCO ETF TR
+$6.6M
152,258
+100%
增持
ABNB
AIRBNB INC
+$5.9M
106,000
+68%
增持
ESGU
ISHARES TR
+$5.8M
92,418
+93%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$5.8M
246,790
+106%
增持
MINT
PIMCO ETF TR
+$5.7M
109,576
+109%
增持
AAPL
APPLE INC
+$5.0M
53,542
+49%
增持
MSFT
MICROSOFT CORP
+$5.0M
37,252
+49%
增持
—
TRANE TECHNOLOGIES PLC
+$4.9M
28,132
+100%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.7M
16,308
+108%
增持
LLY
ELI LILLY & CO
+$3.6M
7,096
+232%
增持
GOOGL
ALPHABET INC
+$3.2M
29,812
+101%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.9M
67,150
+94%
增持
TSLA
TESLA INC
+$2.6M
9,468
+111%
增持
GOOG
ALPHABET INC
+$1.9M
17,898
+102%
增持
ESGD
ISHARES TR
+$1.6M
46,548
+106%
增持
SUSB
ISHARES TR
+$1.6M
133,890
+96%
增持
USXF
ISHARES TR
+$1.6M
60,220
+110%
增持
QQQ
INVESCO QQQ TR
+$1.5M
4,918
+136%
增持
DES
WISDOMTREE TR
+$1.2M
72,470
+100%
清仓
DMXF
ISHARES TR
-$1.2M
0
-100%
增持
ZION
ZIONS BANCORPORATION N A
+$1.2M
38,218
+100%
建仓
SGOV
ISHARES TR
+$1.2M
11,464
增持
ESGV
VANGUARD WORLD FD
+$1.1M
20,068
+98%
增持
ESGE
ISHARES INC
+$1.1M
69,144
+103%
增持
SUSC
ISHARES TR
+$973.6K
87,316
+106%
增持
USRT
ISHARES TR
+$881.4K
40,546
+73%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$868.3K
17,182
+97%
增持
U
UNITY SOFTWARE INC
+$839.8K
75,250
+100%
增持
SNOW
SNOWFLAKE INC
+$824.3K
8,500
+100%
增持
SDG
ISHARES TR
+$770.7K
25,038
+108%
增持
IR
INGERSOLL RAND INC
+$667.4K
16,128
+100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$631.6K
33,462
+90%
减持
UNH
UNITEDHEALTH GROUP INC
-$549.1K
172
-84%
增持
—
KELLANOVA
+$533.4K
13,134
+100%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$498.5K
16,206
+67%
增持
NTSE
WISDOMTREE TR
+$483.4K
48,694
+72%
增持
SPY
SPDR S&P 500 ETF TR
+$480.1K
1,620
+98%
增持
DBX
DROPBOX INC
+$450.4K
26,000
+100%
增持
AGG
ISHARES TR
+$435.5K
9,350
+101%
建仓
WCLD
WISDOMTREE TR
+$427.9K
11,404
建仓
WTAI
WISDOMTREE TR
+$421.1K
19,140
建仓
ITOT
ISHARES TR
+$415.5K
3,230
增持
XLY
SELECT SECTOR SPDR TR
+$402.6K
3,238
+100%
增持
QGRW
WISDOMTREE TR
+$393.9K
14,924
+100%
增持
VUG
VANGUARD INDEX FDS
+$389.7K
1,790
+99%
增持
ARKF
ARK ETF TR
+$389.2K
17,850
+96%
增持
BALL
BALL CORP
+$383.9K
18,030
+101%
建仓
EMXC
ISHARES INC
+$383.2K
6,910
建仓
ESML
ISHARES TR
+$369.2K
8,780
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$341.4K
4,254
增持
LDUR
PIMCO ETF TR
+$339.8K
12,202
+43%
建仓
META
META PLATFORMS INC
+$339.3K
580
增持
IWF
ISHARES TR
+$330.7K
1,546
+100%
建仓
NVDA
NVIDIA CORPORATION
+$320.5K
2,386
增持
AOA
ISHARES TR
+$309.1K
7,650
+118%
建仓
VYM
VANGUARD WHITEHALL FDS
+$308.2K
2,416
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$302.2K
666
增持
CRBN
ISHARES TR
+$293.7K
3,108
+98%
增持
VOO
VANGUARD INDEX FDS
+$292.6K
1,692
+44%
减持
VTI
VANGUARD INDEX FDS
-$286.1K
1,314
-44%
建仓
VBR
VANGUARD INDEX FDS
+$284.4K
1,436
增持
WCBR
WISDOMTREE TR
+$276.6K
17,894
+99%
建仓
V
VISA INC
+$275.0K
870
建仓
VXUS
VANGUARD STAR FDS
+$270.6K
4,592
建仓
BAC
BANK AMERICA CORP
+$263.7K
6,000
建仓
BGRN
ISHARES TR
+$261.4K
5,608
增持
WMT
WALMART INC
+$258.2K
5,230
+97%
建仓
SCHB
SCHWAB STRATEGIC TR
+$257.1K
11,328
建仓
HPI
HANCOCK JOHN PFD INCOME FD
+$253.4K
15,240
增持
DGRW
WISDOMTREE TR
+$249.8K
6,352
+100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$249.3K
51,400
+100%
建仓
VNQ
VANGUARD INDEX FDS
+$238.5K
2,676
建仓
SDY
SPDR SER TR
+$237.3K
1,796
建仓
BND
VANGUARD BD INDEX FDS
+$237.0K
3,296
增持
XLI
SELECT SECTOR SPDR TR
+$229.5K
3,566
+101%
建仓
CHI
CALAMOS CONV OPPORTUNITIES &
+$225.7K
18,900
建仓
AOR
ISHARES TR
+$221.8K
3,870
建仓
IDV
ISHARES TR
+$216.0K
7,890
建仓
IJR
ISHARES TR
+$214.3K
1,860
增持
VB
VANGUARD INDEX FDS
+$208.0K
1,904
+81%
建仓
COST
COSTCO WHSL CORP NEW
+$203.3K
222
建仓
SCHX
SCHWAB STRATEGIC TR
+$200.6K
8,656
建仓
VTV
VANGUARD INDEX FDS
+$200.4K
1,184
建仓
SCHK
SCHWAB STRATEGIC TR
+$198.7K
7,020
建仓
DHS
WISDOMTREE TR
+$188.2K
2,016
增持
VSGX
VANGUARD WORLD FD
+$176.3K
6,966
+96%
建仓
VGT
VANGUARD WORLD FD
+$174.4K
280
建仓
SCHD
SCHWAB STRATEGIC TR
+$163.0K
5,968
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$161.8K
19,800
建仓
IFGL
ISHARES TR
+$158.6K
8,218
建仓
QUAL
ISHARES TR
+$157.2K
882
建仓
IJH
ISHARES TR
+$154.2K
2,474
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$148.8K
2,516
建仓
AVGO
BROADCOM INC
+$142.6K
616
建仓
ILCV
ISHARES TR
+$142.6K
1,760
建仓
DEM
WISDOMTREE TR
+$142.5K
3,520
建仓
VBK
VANGUARD INDEX FDS
+$140.4K
502
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$136.3K
690
建仓
XLK
SELECT SECTOR SPDR TR
+$136.3K
586
建仓
MDRR
MEDALIST DIVERSIFIED REIT IN
+$133.0K
10,000
建仓
COWZ
PACER FDS TR
+$131.6K
2,330
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$127.3K
2,528
建仓
HD
HOME DEPOT INC
+$125.3K
322
建仓
—
EXXON MOBIL CORP
+$124.8K
1,160
建仓
IHDG
WISDOMTREE TR
+$121.2K
2,788
建仓
JPM
JPMORGAN CHASE & CO.
+$118.4K
494
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$117.5K
276
建仓
GLD
SPDR GOLD TR
+$117.2K
484
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$116.6K
1,066
建仓
TDV
PROSHARES TR
+$116.0K
1,538
建仓
MGK
VANGUARD WORLD FD
+$109.9K
320
建仓
IDEV
ISHARES TR
+$109.9K
1,704
建仓
VCR
VANGUARD WORLD FD
+$109.3K
292
建仓
AMZN
AMAZON COM INC
+$107.7K
490
建仓
HELX
FRANKLIN TEMPLETON ETF TR
+$103.9K
3,602
建仓
—
ACCENTURE PLC IRELAND
+$101.3K
288
建仓
LVS
LAS VEGAS SANDS CORP
+$99.0K
1,928
建仓
IEUR
ISHARES TR
+$98.4K
1,822
建仓
DE
DEERE & CO
+$96.6K
228
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$95.5K
1,632
建仓
ORCL
ORACLE CORP
+$95.0K
570
建仓
NVO
NOVO-NORDISK A S
+$94.4K
1,098
建仓
MRSH
MARSH & MCLENNAN COS INC
+$89.2K
420
建仓
IXN
ISHARES TR
+$87.1K
1,028
建仓
NJR
NEW JERSEY RES CORP
+$84.0K
1,800
建仓
SCHF
SCHWAB STRATEGIC TR
+$84.0K
4,538
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$83.5K
244
建仓
XPO
XPO INC
+$83.2K
634
增持
ACP
ABRDN INCOME CREDIT STRATEGI
+$80.1K
24,870
+141%
建仓
ILCG
ISHARES TR
+$78.8K
880
建仓
ABBV
ABBVIE INC
+$77.1K
434
建仓
MUB
ISHARES TR
+$77.0K
722
