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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 34
减持 76
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
IWB
ISHARES TR
+$153.4M
466,465
+2783%
减持
BIL
SPDR SERIES TRUST
-$149.2M
2,097
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$63.4M
1,565,077
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
EFA
ISHARES TR
-$62.6M
395,385
-67%
减持
IVV
ISHARES TR
+$28.5M
497,168
-0%
减持
NTSX
WISDOMTREE TR
+$27.8M
6,002,518
-0%
增持
LRGF
ISHARES TR
+$21.9M
3,401,663
+0%
减持
IEMG
ISHARES INC
+$13.1M
2,229,034
-0%
减持
IEFA
ISHARES TR
+$12.4M
1,803,253
-1%
增持
INTF
ISHARES TR
+$11.3M
3,195,954
+0%
增持
NTSI
WISDOMTREE TR
+$9.7M
3,147,199
+0%
增持
IWM
ISHARES TR
+$7.1M
359,468
+2%
减持
—
TRANE TECHNOLOGIES PLC
-$4.7M
76
-99%
减持
EEM
ISHARES TR
+$3.8M
1,190,150
-3%
增持
HD
HOME DEPOT INC
+$3.6M
9,971
+5204%
清仓
PH
PARKER-HANNIFIN CORP
-$2.6M
0
-100%
减持
SCZ
ISHARES TR
+$2.2M
398,553
-5%
增持
BALL
BALL CORP
+$2.2M
47,486
+425%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.7M
36,927
+8%
建仓
USXF
ISHARES TR
+$1.7M
30,794
增持
VFMF
VANGUARD WELLINGTON FD
+$1.3M
15,969
+133%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$896.6K
218,619
-4%
减持
AAPL
APPLE INC
-$834.8K
24,889
-7%
减持
ABNB
AIRBNB INC
+$682.2K
53,000
-0%
减持
DMXF
ISHARES TR
-$640.3K
7,205
-59%
减持
IR
INGERSOLL RAND INC
-$640.3K
64
-99%
增持
AOR
ISHARES TR
+$590.3K
11,420
+482%
减持
IWV
ISHARES TR
+$578.0K
18,164
-0%
减持
IWC
ISHARES TR
+$543.3K
92,149
-9%
清仓
—
KELLANOVA
-$541.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$430.3K
16,056
+3%
增持
TSLA
TESLA INC
+$422.6K
2,634
+65%
减持
ESGV
VANGUARD WORLD FD
-$404.5K
4,530
-51%
减持
VOO
VANGUARD INDEX FDS
-$360.4K
873
-48%
减持
NTSE
WISDOMTREE TR
-$359.2K
8,309
-61%
减持
SNOW
SNOWFLAKE INC
+$329.4K
4,250
-0%
减持
USRT
ISHARES TR
-$306.9K
14,679
-26%
减持
MSFT
MICROSOFT CORP
+$292.6K
9,015
-19%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$286.5K
1,245
-82%
减持
USFR
WISDOMTREE TR
-$236.1K
382
-92%
减持
ISRG
INTUITIVE SURGICAL INC
+$221.2K
7,845
-4%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$209.2K
126,901
+2%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$197.6K
39,822
-2%
减持
MINT
PIMCO ETF TR
-$196.6K
50,714
-4%
减持
LLY
ELI LILLY & CO
-$187.7K
3,548
-1%
减持
QQQ
INVESCO QQQ TR
+$181.1K
2,444
-2%
建仓
XCEM
COLUMBIA ETF TR II
+$175.5K
5,136
增持
IWF
ISHARES TR
+$168.9K
1,426
+18%
增持
PYLD
PIMCO ETF TR
+$147.7K
301,420
+1%
减持
EMXC
ISHARES INC
-$145.9K
704
-80%
清仓
LI
LI AUTO INC
-$126.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$121.9K
2,269
-74%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$116.9K
7,533
-3%
增持
V
VISA INC
+$116.6K
749
+76%
减持
BND
VANGUARD BD INDEX FDS
-$111.4K
3
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$101.5K
1,481
+183%
减持
BOND
PIMCO ETF TR
-$100.6K
77,972
-1%
建仓
ARTY
ISHARES TR
+$83.6K
2,040
增持
BLOK
AMPLIFY ETF TR
+$80.3K
3,206
+15%
减持
ESGE
ISHARES INC
+$79.6K
33,350
-5%
增持
—
GLOBAL X FDS
+$76.8K
13,685
+182%
增持
QGRW
WISDOMTREE TR
+$63.5K
7,026
+1%
增持
IWD
ISHARES TR
+$63.1K
731
+74%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$59.3K
14,581
-15%
减持
HELX
FRANKLIN TEMPLETON ETF TR
-$57.8K
402
-84%
减持
VUG
VANGUARD INDEX FDS
+$56.2K
890
-1%
减持
GOOG
ALPHABET INC
+$55.7K
8,701
-9%
减持
NVDA
NVIDIA CORPORATION
-$50.0K
205
-73%
增持
UNP
UNION PAC CORP
+$43.8K
212
+910%
减持
LDUR
PIMCO ETF TR
-$42.6K
5,788
-7%
增持
LYG
LLOYDS BANKING GROUP PLC
+$41.9K
9,952
+10836%
减持
WCBR
WISDOMTREE TR
+$39.0K
8,291
-0%
减持
ESGU
ISHARES TR
+$38.1K
41,738
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$37.5K
54
-48%
增持
MRK
MERCK & CO INC
+$34.2K
748
+168%
减持
WTAI
WISDOMTREE TR
-$33.5K
5,590
-38%
增持
XLY
SELECT SECTOR SPDR TR
+$32.9K
1,626
+0%
增持
MA
MASTERCARD INCORPORATED
+$32.1K
150
+58%
清仓
CMF
ISHARES TR
-$31.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$30.6K
109
+2625%
减持
AMZN
AMAZON COM INC
-$30.1K
224
-46%
增持
XLI
SELECT SECTOR SPDR TR
+$30.1K
1,793
+0%
减持
CRBN
ISHARES TR
+$29.5K
1,542
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$26.6K
365
+29%
增持
NKE
NIKE INC
+$26.0K
400
+953%
减持
FINX
GLOBAL X FDS
-$25.9K
750
-60%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$25.1K
2,325
+13%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$24.8K
62
-50%
减持
SDG
ISHARES TR
+$23.9K
7,319
-0%
减持
IJH
ISHARES TR
-$23.8K
1,574
-24%
清仓
NIO
NIO INC
-$22.6K
0
-100%
减持
AVGO
BROADCOM INC
+$22.3K
310
-18%
减持
VNQ
VANGUARD INDEX FDS
-$22.0K
1,239
-15%
清仓
SCHA
SCHWAB STRATEGIC TR
-$21.5K
0
-100%
减持
AOA
ISHARES TR
+$21.3K
3,595
-1%
清仓
IAU
ISHARES GOLD TR
-$21.2K
0
-100%
清仓
ACMR
ACM RESH INC
-$21.0K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$20.4K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$19.8K
0
-100%
减持
ORCL
ORACLE CORP
+$19.1K
285
-8%
减持
WMT
WALMART INC
+$18.6K
2,683
-3%
建仓
SCMB
SCHWAB STRATEGIC TR
+$17.6K
700
减持
—
EXXON MOBIL CORP
-$17.6K
189
-41%
增持
SDY
SPDR SERIES TRUST
+$17.4K
1,026
+14%
减持
ITOT
ISHARES TR
+$16.6K
1,582
-2%
减持
—
TOTALENERGIES SE
-$16.4K
63
-80%
减持
L
LOEWS CORP
-$16.1K
132
-57%
减持
VCR
VANGUARD WORLD FD
-$16.1K
112
-36%
减持
VSGX
VANGUARD WORLD FD
+$15.6K
3,375
-3%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
+$15.1K
10,050
+6%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$15.1K
149
-73%
清仓
BSV
VANGUARD BD INDEX FDS
-$14.5K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$14.4K
2,604
-13%
减持
ABBV
ABBVIE INC
-$13.9K
50
-55%
建仓
RKT
ROCKET COS INC
+$13.1K
923
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$12.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$12.5K
6
-93%
建仓
GOVT
ISHARES TR
+$12.5K
542
清仓
PG
PROCTER AND GAMBLE CO
-$12.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$12.0K
80
-43%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$11.2K
6,829
+0%
清仓
VPU
VANGUARD WORLD FD
-$10.9K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$10.9K
282
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.7K
274
-12%
清仓
VFH
VANGUARD WORLD FD
-$10.6K
0
-100%
减持
IDV
ISHARES TR
+$10.4K
3,808
-2%
清仓
VOX
VANGUARD WORLD FD
-$10.2K
0
-100%
清仓
AMGN
AMGEN INC
-$10.2K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$10.2K
0
-100%
清仓
PBUS
INVESCO EXCH TRADED FD TR II
-$10.0K
0
-100%
减持
BAC
BANK AMERICA CORP
+$9.8K
3,000
-5%
清仓
VDC
VANGUARD WORLD FD
-$9.6K
0
-100%
减持
KO
COCA COLA CO
-$9.6K
147
-48%
清仓
HYD
VANECK ETF TRUST
-$9.4K
0
-100%
清仓
VIS
VANGUARD WORLD FD
-$9.4K
0
-100%
减持
ILCV
ISHARES TR
-$9.4K
703
-16%
清仓
VDE
VANGUARD WORLD FD
-$9.3K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$9.3K
0
-100%
减持
ABT
ABBOTT LABS
-$9.2K
22
-76%
清仓
PGR
PROGRESSIVE CORP
-$9.1K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$8.9K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$8.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$8.7K
642
-7%
清仓
VAW
VANGUARD WORLD FD
-$8.7K
0
-100%
清仓
SNY
SANOFI
-$8.4K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$8.2K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$7.9K
0
-100%
清仓
—
LINDE PLC
-$7.9K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$7.8K
25,531
-0%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$7.8K
0
-100%
