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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 40
增持 81
减持 25
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$27.2M
501,871
+1%
增持
LRGF
ISHARES TR
+$22.4M
3,482,847
+2%
增持
IEMG
ISHARES INC
+$15.1M
2,258,919
+1%
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
IWB
ISHARES TR
+$14.7M
473,717
+2%
增持
IWM
ISHARES TR
+$11.1M
366,299
+2%
增持
IEFA
ISHARES TR
+$8.7M
1,823,815
+1%
增持
INTF
ISHARES TR
+$7.8M
3,262,856
+2%
减持
NTSX
WISDOMTREE TR
-$5.0M
5,479,423
-9%
减持
NTSI
WISDOMTREE TR
+$4.5M
3,123,131
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$4.4M
1,583,808
+1%
减持
EEM
ISHARES TR
+$4.0M
1,150,856
-3%
增持
EFA
ISHARES TR
+$3.9M
420,689
+6%
增持
TMUS
T-MOBILE US INC
+$3.8M
15,751
+54214%
增持
AAPL
APPLE INC
+$1.7M
26,684
+7%
减持
IWC
ISHARES TR
+$1.6M
89,910
-2%
增持
IWD
ISHARES TR
+$1.2M
6,408
+777%
增持
IWV
ISHARES TR
+$858.0K
19,089
+5%
减持
ISRG
INTUITIVE SURGICAL INC
-$770.6K
7,809
-0%
建仓
PSA
PUBLIC STORAGE OPER CO
+$726.2K
2,514
建仓
ACWI
ISHARES TR
+$705.4K
5,103
增持
GOOG
ALPHABET INC
+$688.5K
9,164
+5%
减持
GOOGL
ALPHABET INC
+$680.2K
14,437
-10%
建仓
LOW
LOWES COS INC
+$644.9K
2,566
增持
U
UNITY SOFTWARE INC
+$598.9K
37,697
+0%
减持
SCZ
ISHARES TR
+$583.3K
385,169
-3%
增持
ESGU
ISHARES TR
+$476.4K
42,057
+1%
增持
HD
HOME DEPOT INC
+$453.7K
10,142
+2%
增持
MSFT
MICROSOFT CORP
+$443.8K
9,515
+6%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$432.6K
35,733
-3%
增持
TSLA
TESLA INC
+$416.5K
2,818
+7%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$395.5K
2,047
-70%
增持
USB
US BANCORP DEL
+$364.7K
7,659
+6283%
增持
JNJ
JOHNSON & JOHNSON
+$356.6K
1,928
+32033%
增持
QQQ
INVESCO QQQ TR
+$335.6K
2,804
+15%
增持
AMZN
AMAZON COM INC
+$332.1K
1,736
+675%
增持
NVDA
NVIDIA CORPORATION
+$306.4K
1,816
+786%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$293.1K
0
-100%
增持
ABBV
ABBVIE INC
+$278.1K
1,241
+2382%
增持
SPY
SPDR S&P 500 ETF TR
+$260.0K
986
+54%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$247.0K
212,124
-3%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$236.3K
3,762
+154%
建仓
BA
BOEING CO
+$224.5K
1,040
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$217.4K
37,729
-5%
增持
BALL
BALL CORP
-$213.0K
48,601
+2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$195.8K
694
增持
ESGV
VANGUARD WORLD FD
+$186.3K
5,766
+27%
增持
ABT
ABBOTT LABS
+$176.3K
1,339
+5986%
减持
LDUR
PIMCO ETF TR
-$170.7K
3,994
-31%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$153.2K
8,000
增持
PYLD
PIMCO ETF TR
+$148.2K
303,574
+1%
减持
ESGE
ISHARES INC
+$139.2K
33,292
-0%
增持
ESGD
ISHARES TR
+$136.2K
25,499
+2%
增持
VOO
VANGUARD INDEX FDS
+$133.6K
1,028
+18%
建仓
GNOM
GLOBAL X FDS
+$132.8K
3,419
建仓
VV
VANGUARD INDEX FDS
+$131.5K
427
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$125.1K
128,391
+1%
增持
AVGO
BROADCOM INC
+$124.1K
635
+105%
增持
MCD
MCDONALDS CORP
+$118.0K
493
+352%
增持
KO
COCA COLA CO
+$117.1K
1,922
+1207%
清仓
—
GLOBAL X FDS
-$115.4K
0
-100%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$112.2K
4,500
增持
MS
MORGAN STANLEY
+$110.6K
759
+969%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
+$110.6K
20,050
+100%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$106.6K
13,000
增持
HPI
HANCOCK JOHN PFD INCOME FD
+$106.4K
13,248
+72%
减持
MINT
PIMCO ETF TR
-$101.8K
49,625
-2%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$101.5K
541
增持
VO
VANGUARD INDEX FDS
+$99.0K
400
+506%
增持
META
META PLATFORMS INC
+$97.3K
423
+46%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$93.4K
15,035
+3%
增持
ZION
ZIONS BANCORPORATION N A
+$93.0K
19,185
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$89.1K
530
+45%
增持
JPM
JPMORGAN CHASE & CO.
+$88.9K
551
+88%
增持
CVX
CHEVRON CORP NEW
+$85.1K
622
+678%
建仓
VUSB
VANGUARD BD INDEX FDS
+$80.5K
1,610
减持
USXF
ISHARES TR
+$78.9K
30,355
-1%
增持
CLX
CLOROX CO DEL
+$78.1K
848
+285%
增持
BAC
BANK AMERICA CORP
+$73.6K
4,179
+39%
建仓
T
AT&T INC
+$72.4K
2,565
增持
SUSC
ISHARES TR
+$67.1K
8,882
+45%
减持
VFMF
VANGUARD WELLINGTON FD
+$66.7K
15,349
-4%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$63.1K
0
-100%
增持
QUAL
ISHARES TR
+$62.7K
904
+46%
建仓
ALK
ALASKA AIR GROUP INC
+$62.5K
1,256
增持
VB
VANGUARD INDEX FDS
+$62.5K
1,133
+19%
减持
LLY
ELI LILLY & CO
-$60.9K
3,545
-0%
增持
ORCL
ORACLE CORP
+$58.1K
428
+50%
增持
WTAI
WISDOMTREE TR
+$56.6K
6,790
+21%
建仓
—
XAI OCTAGN FLT RAT & ALT INM
+$53.0K
10,000
建仓
ARLP
ALLIANCE RESOURCE PARTNERS L
+$50.6K
2,000
建仓
GS
GOLDMAN SACHS GROUP INC
+$50.2K
63
增持
TJX
TJX COS INC NEW
+$48.4K
454
+224%
建仓
DGRO
ISHARES TR
+$46.2K
678
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$44.9K
383
+40%
建仓
TQQQ
PROSHARES TR
+$44.0K
426
建仓
NVDU
DIREXION SHS ETF TR
+$41.9K
319
增持
IJR
ISHARES TR
+$41.4K
1,140
+32%
建仓
XBI
SPDR SERIES TRUST
+$40.1K
400
增持
ESML
ISHARES TR
+$39.9K
4,635
+13%
增持
NEE
NEXTERA ENERGY INC
+$38.8K
554
+1188%
增持
—
EATON CORP PLC
+$38.7K
114
+936%
增持
TXN
TEXAS INSTRS INC
+$37.2K
258
+427%
增持
XLY
SELECT SECTOR SPDR TR
+$36.9K
1,629
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$34.9K
429
+76%
增持
CRM
SALESFORCE INC
+$34.8K
271
+151%
减持
SDY
SPDR SERIES TRUST
-$34.4K
749
-27%
减持
MRK
MERCK & CO INC
-$33.9K
301
-60%
减持
QGRW
WISDOMTREE TR
+$33.4K
7,020
-0%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$33.4K
73
增持
NFLX
NETFLIX INC
+$32.9K
42
+223%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$32.5K
7,330
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$32.4K
89
+305%
建仓
GSK
GSK PLC
+$31.1K
720
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$30.7K
12,700
+31%
增持
UNH
UNITEDHEALTH GROUP INC
+$29.6K
134
+148%
增持
CAT
CATERPILLAR INC
+$29.5K
122
+65%
增持
PEP
PEPSICO INC
+$29.4K
238
+668%
增持
LRCX
LAM RESEARCH CORP
+$28.7K
333
+104%
建仓
XLV
SELECT SECTOR SPDR TR
+$27.8K
200
增持
ITOT
ISHARES TR
+$27.7K
1,657
+5%
减持
VUG
VANGUARD INDEX FDS
+$27.6K
871
-2%
增持
HON
HONEYWELL INTL INC
+$27.3K
214
+182%
增持
XJQCX
NUVEEN CR STRATEGIES INCOME
+$26.0K
8,000
+167%
建仓
SPXL
DIREXION SHS ETF TR
+$25.7K
121
建仓
WAL
WESTERN ALLIANCE BANCORP
+$25.7K
296
建仓
GD
GENERAL DYNAMICS CORP
+$25.6K
75
增持
RTX
RTX CORPORATION
+$25.3K
215
+195%
建仓
PG
PROCTER AND GAMBLE CO
+$25.3K
165
建仓
AMUU
DIREXION SHS ETF TR
+$25.1K
618
建仓
RWX
SPDR INDEX SHS FDS
+$24.3K
873
建仓
IUSG
ISHARES TR
+$23.9K
145
增持
MA
MASTERCARD INCORPORATED
+$23.8K
190
+27%
减持
NKE
NIKE INC
-$23.8K
66
-84%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$23.5K
129
增持
GLD
SPDR GOLD TR
+$22.6K
271
+12%
清仓
KLG
WK KELLOGG CO
-$21.9K
0
-100%
建仓
JFLX
J P MORGAN EXCHANGE TRADED F
+$21.8K
434
减持
BOND
PIMCO ETF TR
-$21.6K
76,763
-2%
增持
—
EXXON MOBIL CORP
+$21.3K
370
+96%
增持
ZTS
ZOETIS INC
+$20.8K
173
+497%
建仓
CTVA
CORTEVA INC
+$20.8K
307
建仓
J
JACOBS SOLUTIONS INC
+$20.7K
138
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$20.7K
492
建仓
KEY
KEYCORP
+$20.5K
1,098
建仓
CHD
CHURCH & DWIGHT CO INC
+$20.3K
232
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$20.3K
2,051
-12%
增持
AXP
AMERICAN EXPRESS CO
+$20.0K
87
+211%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$19.5K
331
建仓
B
BARRICK MNG CORP
+$19.3K
590
增持
NOW
SERVICENOW INC
+$19.3K
21
