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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 6
减持 130
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
IWB
ISHARES TR
-$322.7M
16,178
-98%
减持
IVV
ISHARES TR
-$314.2M
498,733
-51%
减持
NTSX
WISDOMTREE TR
-$295.4M
6,018,612
-51%
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。
减持
LRGF
ISHARES TR
-$208.0M
3,390,727
-49%
减持
USFR
WISDOMTREE TR
-$191.5M
5,073
-100%
建仓
BIL
SPDR SER TR
+$149.4M
1,629,049
减持
IEFA
ISHARES TR
-$119.6M
1,826,096
-50%
减持
IEMG
ISHARES INC
-$111.1M
2,236,824
-50%
减持
NTSI
WISDOMTREE TR
-$100.3M
3,141,165
-50%
增持
EFA
ISHARES TR
+$93.8M
1,198,109
+2117%
减持
IWM
ISHARES TR
-$85.3M
353,170
-50%
减持
INTF
ISHARES TR
-$82.4M
3,182,108
-49%
减持
EEM
ISHARES TR
-$52.8M
1,226,171
-52%
减持
SCZ
ISHARES TR
-$28.2M
420,890
-53%
减持
IWC
ISHARES TR
-$14.2M
101,167
-48%
减持
MSFT
MICROSOFT CORP
-$11.5M
11,166
-70%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$10.7M
227,560
-51%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$10.7M
34,248
-53%
减持
IWV
ISHARES TR
-$8.2M
18,252
-56%
减持
ABNB
AIRBNB INC
-$7.6M
53,004
-50%
减持
AAPL
APPLE INC
-$7.5M
26,747
-50%
减持
PYLD
PIMCO ETF TR
-$7.1M
297,990
-48%
减持
BOND
PIMCO ETF TR
-$6.5M
78,815
-48%
减持
ESGU
ISHARES TR
-$6.3M
46,010
-50%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$5.7M
124,468
-50%
减持
MINT
PIMCO ETF TR
-$5.7M
52,625
-52%
减持
—
TRANE TECHNOLOGIES PLC
-$5.7M
14,067
-50%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.5M
8,161
-50%
减持
TSLA
TESLA INC
-$3.4M
1,598
-83%
清仓
SUSB
ISHARES TR
-$3.3M
0
-100%
减持
GOOGL
ALPHABET INC
-$3.2M
15,515
-48%
清仓
USXF
ISHARES TR
-$3.0M
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$2.7M
40,615
-40%
建仓
PH
PARKER-HANNIFIN CORP
+$2.6M
4,203
减持
LLY
ELI LILLY & CO
-$2.5M
3,576
-50%
减持
GOOG
ALPHABET INC
-$1.9M
9,523
-47%
减持
SUSC
ISHARES TR
-$1.8M
6,118
-93%
减持
QQQ
INVESCO QQQ TR
-$1.3M
2,489
-49%
减持
DES
WISDOMTREE TR
-$1.3M
36,235
-50%
减持
ESGD
ISHARES TR
-$1.3M
27,315
-41%
减持
SDG
ISHARES TR
-$1.3M
7,340
-71%
减持
ESGV
VANGUARD WORLD FD
-$1.2M
9,201
-54%
减持
USRT
ISHARES TR
-$1.2M
19,742
-51%
建仓
DMXF
ISHARES TR
+$1.2M
17,473
清仓
SGOV
ISHARES TR
-$1.2M
0
-100%
减持
ZION
ZIONS BANCORPORATION N A
-$1.1M
19,109
-50%
减持
ESGE
ISHARES INC
-$1.1M
35,099
-49%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.1M
7,746
-55%
减持
U
UNITY SOFTWARE INC
-$953.8K
37,625
-50%
增持
VFMF
VANGUARD WELLINGTON FD
+$850.5K
6,849
+6015%
减持
IR
INGERSOLL RAND INC
-$813.3K
8,067
-50%
清仓
DBX
DROPBOX INC
-$781.0K
0
-100%
减持
NTSE
WISDOMTREE TR
-$761.8K
21,153
-57%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$724.6K
6,818
-58%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$693.2K
17,244
-48%
减持
SNOW
SNOWFLAKE INC
-$690.9K
4,253
-50%
减持
LDUR
PIMCO ETF TR
-$561.8K
6,223
-49%
减持
SPY
SPDR S&P 500 ETF TR
-$561.2K
694
-57%
减持
ARKF
ARK ETF TR
-$538.7K
3,688
-79%
减持
BALL
BALL CORP
-$522.8K
9,051
-50%
减持
—
KELLANOVA
-$521.6K
6,569
-50%
减持
AGG
ISHARES TR
-$443.6K
4,675
-50%
减持
QGRW
WISDOMTREE TR
-$429.4K
6,964
-53%
减持
XLY
SELECT SECTOR SPDR TR
-$405.9K
1,623
-50%
减持
VUG
VANGUARD INDEX FDS
-$400.9K
901
-50%
减持
DGRW
WISDOMTREE TR
-$312.6K
2,523
-60%
减持
AOA
ISHARES TR
-$307.6K
3,641
-52%
减持
CRBN
ISHARES TR
-$304.5K
1,554
-50%
减持
WCBR
WISDOMTREE TR
-$280.1K
8,323
-53%
清仓
BGRN
ISHARES TR
-$261.4K
0
-100%
减持
WCLD
WISDOMTREE TR
-$253.6K
5,372
-53%
减持
WTAI
WISDOMTREE TR
-$250.3K
8,990
-53%
减持
VB
VANGUARD INDEX FDS
-$246.3K
952
-50%
减持
NVDA
NVIDIA CORPORATION
-$238.1K
761
-68%
减持
XLI
SELECT SECTOR SPDR TR
-$235.6K
1,788
-50%
减持
WMT
WALMART INC
-$228.8K
2,776
-47%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$222.2K
6,904
+173%
减持
ITOT
ISHARES TR
-$218.4K
1,615
-50%
减持
ESML
ISHARES TR
-$200.6K
4,390
-50%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$194.3K
25,541
-50%
减持
EMXC
ISHARES INC
-$192.8K
3,455
-50%
减持
VSGX
VANGUARD WORLD FD
-$189.5K
3,483
-50%
减持
IWF
ISHARES TR
-$184.3K
1,209
-22%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$173.8K
2,051
-52%
减持
VTI
VANGUARD INDEX FDS
-$168.4K
773
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$151.5K
283
-58%
减持
VBR
VANGUARD INDEX FDS
-$150.7K
718
-50%
减持
SCHG
SCHWAB STRATEGIC TR
-$149.8K
4,880
-50%
减持
VYM
VANGUARD WHITEHALL FDS
-$146.0K
1,258
-48%
减持
SCHB
SCHWAB STRATEGIC TR
-$135.2K
5,664
-50%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$135.0K
9,450
-50%
减持
META
META PLATFORMS INC
-$131.8K
360
-38%
减持
BAC
BANK AMERICA CORP
-$131.5K
3,167
-47%
减持
VXUS
VANGUARD STAR FDS
-$128.0K
2,296
-50%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$127.0K
7,620
-50%
建仓
LI
LI AUTO INC
+$126.0K
5,000
减持
V
VISA INC
-$125.7K
426
-51%
减持
BND
VANGUARD BD INDEX FDS
-$125.4K
1,520
-54%
减持
—
GLOBAL X FDS
-$124.4K
4,846
-71%
减持
IJR
ISHARES TR
-$117.1K
930
-50%
减持
SDY
SPDR SER TR
-$115.4K
898
-50%
减持
AOR
ISHARES TR
-$109.0K
1,961
-49%
减持
VNQ
VANGUARD INDEX FDS
-$106.0K
1,462
-45%
减持
SCHX
SCHWAB STRATEGIC TR
-$105.1K
4,328
-50%
减持
SCHK
SCHWAB STRATEGIC TR
-$104.3K
3,510
-50%
建仓
BLOK
AMPLIFY ETF TR
+$102.8K
2,787
减持
VTV
VANGUARD INDEX FDS
-$98.2K
592
-50%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$95.5K
0
-100%
减持
IDV
ISHARES TR
-$95.1K
3,900
-51%
减持
—
ACCENTURE PLC IRELAND
-$91.4K
32
-89%
减持
DHS
WISDOMTREE TR
-$88.3K
1,008
-50%
增持
SCHF
SCHWAB STRATEGIC TR
+$88.1K
8,699
+92%
减持
—
EXXON MOBIL CORP
-$86.9K
319
-73%
减持
MRSH
MARSH & MCLENNAN COS INC
-$86.7K
10
-98%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$84.9K
310
-55%
增持
ILCG
ISHARES TR
+$84.9K
2,021
+130%
减持
COST
COSTCO WHSL CORP NEW
-$82.3K
128
-42%
减持
VGT
VANGUARD WORLD FD
-$81.5K
171
-39%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$81.2K
1,735
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$81.2K
9,900
-50%
减持
IHDG
WISDOMTREE TR
-$81.1K
924
-67%
减持
SCHD
SCHWAB STRATEGIC TR
-$79.6K
2,984
-50%
减持
AVGO
BROADCOM INC
-$79.6K
377
-39%
减持
IFGL
ISHARES TR
-$78.4K
4,065
-51%
减持
VBK
VANGUARD INDEX FDS
-$77.3K
251
-50%
清仓
MUB
ISHARES TR
-$77.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$75.8K
293
-50%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$75.2K
1,258
-50%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$75.1K
24
-90%
减持
ILCV
ISHARES TR
-$74.5K
835
-53%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$72.3K
12,935
-48%
减持
MDRR
MEDALIST DIVERSIFIED REIT IN
-$70.4K
5,000
-50%
减持
DEM
WISDOMTREE TR
-$68.5K
1,760
-50%
减持
COWZ
PACER FDS TR
-$67.8K
1,165
-50%
减持
XPO
XPO INC
-$66.2K
158
-75%
减持
LVS
LAS VEGAS SANDS CORP
-$65.5K
869
-55%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$65.4K
124
-55%
减持
MGK
VANGUARD WORLD FD
-$60.5K
160
-50%
减持
TDV
PROSHARES TR
-$60.0K
769
-50%
增持
NOBL
PROSHARES TR
+$59.8K
784
+284%
减持
HD
HOME DEPOT INC
-$56.4K
188
-42%
减持
VOO
VANGUARD INDEX FDS
-$55.7K
1,666
-2%
减持
NVO
NOVO-NORDISK A S
-$55.4K
561
-49%
减持
ABBV
ABBVIE INC
-$53.9K
111
-74%
减持
VCR
VANGUARD WORLD FD
-$52.8K
174
-40%
减持
QEFA
SPDR INDEX SHS FDS
-$52.5K
204
-78%
减持
ORCL
ORACLE CORP
-$51.8K
309
-46%
建仓
FINX
GLOBAL X FDS
+$51.6K
1,872
减持
QUAL
ISHARES TR
-$51.3K
619
-30%
减持
IDEV
ISHARES TR
-$51.2K
852
-50%
