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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 22
增持 43
减持 69
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
INTF
ISHARES TR
+$8.6M
3,330,873
+2%
减持
IVV
ISHARES TR
+$7.0M
500,569
-0%
增持
LRGF
ISHARES TR
+$6.5M
3,559,478
+2%
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
IEFA
ISHARES TR
+$6.5M
1,852,854
+2%
减持
NTSI
WISDOMTREE TR
+$4.0M
3,119,691
-0%
增持
IWB
ISHARES TR
+$3.9M
474,141
+0%
增持
IEMG
ISHARES INC
+$3.8M
2,271,502
+1%
减持
NTSX
WISDOMTREE TR
+$2.8M
5,441,149
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$2.8M
1,588,335
+0%
增持
EFA
ISHARES TR
+$2.5M
435,373
+3%
增持
IWM
ISHARES TR
+$2.1M
368,657
+1%
减持
IWD
ISHARES TR
-$1.2M
296
-95%
减持
HD
HOME DEPOT INC
-$1.1M
8,811
-13%
减持
LLY
ELI LILLY & CO
+$1.1M
3,500
-1%
减持
AAPL
APPLE INC
-$997.4K
21,325
-20%
减持
ISRG
INTUITIVE SURGICAL INC
+$888.9K
7,736
-1%
减持
GOOGL
ALPHABET INC
+$819.1K
13,830
-4%
减持
GOOG
ALPHABET INC
-$754.3K
4,709
-49%
清仓
ACWI
ISHARES TR
-$705.4K
0
-100%
减持
EEM
ISHARES TR
-$654.0K
1,111,346
-3%
增持
VTI
VANGUARD INDEX FDS
+$604.8K
2,541
+237%
减持
TMUS
T-MOBILE US INC
-$602.2K
15,604
-1%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$577.3K
33,092
-7%
减持
MSFT
MICROSOFT CORP
-$501.4K
9,153
-4%
减持
SNOW
SNOWFLAKE INC
-$467.3K
2,250
-47%
清仓
JNJ
JOHNSON & JOHNSON
-$357.5K
0
-100%
减持
IWC
ISHARES TR
+$352.4K
87,235
-3%
减持
IWV
ISHARES TR
-$346.5K
17,803
-7%
减持
PSA
PUBLIC STORAGE OPER CO
-$328.4K
1,533
-39%
增持
VXUS
VANGUARD STAR FDS
+$322.1K
6,506
+183%
减持
AMZN
AMAZON COM INC
-$318.7K
271
-84%
减持
NVDA
NVIDIA CORPORATION
-$304.0K
187
-90%
增持
U
UNITY SOFTWARE INC
+$276.2K
40,425
+7%
减持
AOR
ISHARES TR
-$220.9K
7,346
-32%
增持
JPM
JPMORGAN CHASE & CO.
+$207.1K
1,182
+115%
增持
MMM
3M CO
+$203.2K
1,300
+3963%
增持
VUG
VANGUARD INDEX FDS
+$191.1K
1,248
+43%
减持
BIL
SPDR SERIES TRUST
-$186.1K
1
-100%
减持
VFMF
VANGUARD WELLINGTON FD
-$172.8K
13,546
-12%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$169.7K
200,749
-5%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$165.2K
132,653
+3%
减持
ESGU
ISHARES TR
-$165.2K
39,994
-5%
增持
PYLD
PIMCO ETF TR
+$163.5K
311,525
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$151.1K
5,320
+2296%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$150.5K
7,837
减持
USRT
ISHARES TR
-$150.1K
11,953
-16%
减持
AOA
ISHARES TR
-$149.0K
1,882
-48%
增持
WMT
WALMART INC
+$148.7K
3,851
+42%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$137.3K
0
-100%
减持
SCZ
ISHARES TR
+$135.1K
382,888
-1%
增持
BALL
BALL CORP
+$130.0K
48,716
+0%
增持
SPGI
S&P GLOBAL INC
+$127.7K
250
+4067%
增持
HON
HONEYWELL INTL INC
+$121.0K
851
+298%
减持
META
META PLATFORMS INC
-$119.9K
289
-32%
建仓
FLRT
PACER FDS TR
+$117.8K
2,500
增持
ITOT
ISHARES TR
+$117.3K
2,412
+46%
增持
PEP
PEPSICO INC
+$105.4K
968
+307%
增持
TXN
TEXAS INSTRS INC
+$99.9K
849
+229%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$96.1K
36,119
-4%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$92.7K
1,260
建仓
WDEF
WISDOMTREE TR
+$90.9K
3,132
建仓
—
SEABRIDGE GOLD INC
+$88.8K
3,000
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$87.5K
356
-33%
建仓
PSLV
SPROTT ASSET MANAGEMENT LP
+$87.5K
3,700
减持
AVGO
BROADCOM INC
-$84.6K
361
-43%
减持
GNOM
GLOBAL X FDS
-$83.1K
1,093
-68%
减持
QQQ
INVESCO QQQ TR
-$81.9K
2,607
-7%
增持
KMB
KIMBERLY-CLARK CORP
+$81.7K
848
+2635%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$79.2K
2,400
增持
VTV
VANGUARD INDEX FDS
+$76.0K
928
+71%
减持
BOND
PIMCO ETF TR
-$74.3K
76,187
-1%
减持
TSLA
TESLA INC
-$74.1K
2,622
-7%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$68.9K
2,150
增持
LDUR
PIMCO ETF TR
+$67.8K
4,708
+18%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$65.9K
498
增持
GE
GE AEROSPACE
+$65.4K
265
+391%
减持
ORCL
ORACLE CORP
-$65.2K
283
-34%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$65.2K
5,472
-32%
减持
ESGV
VANGUARD WORLD FD
-$62.4K
5,130
-11%
建仓
SPEM
SPDR INDEX SHS FDS
+$59.9K
1,280
增持
BND
VANGUARD BD INDEX FDS
+$59.5K
806
+26767%
增持
MINT
PIMCO ETF TR
+$58.3K
50,379
+2%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$58.1K
1,000
增持
—
EXXON MOBIL CORP
+$57.6K
825
+123%
减持
TJX
TJX COS INC NEW
-$54.3K
74
-84%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$52.1K
1,088
+11989%
减持
ABT
ABBOTT LABS
-$51.3K
1,022
-24%
减持
BAC
BANK AMERICA CORP
-$50.6K
3,000
-28%
清仓
GS
GOLDMAN SACHS GROUP INC
-$50.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$49.6K
1,036
+5%
减持
ABBV
ABBVIE INC
-$47.4K
1,050
-15%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$45.8K
1,000
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$45.3K
300
+369%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$44.9K
4,337
+15%
建仓
EFV
ISHARES TR
+$44.2K
619
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$43.5K
955
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$42.9K
750
建仓
QDPL
PACER FDS TR
+$42.5K
1,000
减持
ESGD
ISHARES TR
+$42.3K
25,378
-0%
减持
NTSE
WISDOMTREE TR
-$41.9K
6,668
-18%
增持
COWZ
PACER FDS TR
+$40.8K
1,790
+54%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$39.4K
14,419
-4%
减持
—
EATON CORP PLC
-$39.2K
11
-90%
增持
NFLX
NETFLIX INC
-$38.2K
130
+210%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$37.9K
750
减持
MA
MASTERCARD INCORPORATED
-$37.2K
124
-35%
减持
CRM
SALESFORCE INC
-$36.4K
105
-61%
增持
VBR
VANGUARD INDEX FDS
+$35.5K
875
+22%
增持
GEV
GE VERNOVA INC
+$35.1K
65
+442%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$34.7K
7,048
-4%
减持
USB
US BANCORP DEL
+$34.5K
7,584
-1%
增持
VBK
VANGUARD INDEX FDS
+$34.4K
361
+44%
建仓
FELC
FIDELITY COVINGTON TRUST
+$34.2K
897
清仓
MSI
MOTOROLA SOLUTIONS INC
-$33.4K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$33.3K
22
-75%
减持
BLOK
AMPLIFY ETF TR
-$33.2K
3,195
-0%
减持
ZION
ZIONS BANCORPORATION N A
+$33.2K
19,109
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$32.9K
41
-69%
增持
USXF
ISHARES TR
+$31.4K
30,757
+1%
清仓
GSK
GSK PLC
-$31.1K
0
-100%
建仓
FSK
FS KKR CAP CORP
+$30.8K
2,078
减持
UNP
UNION PAC CORP
-$28.7K
158
-43%
减持
LOW
LOWES COS INC
-$27.5K
2,560
-0%
减持
IEUR
ISHARES TR
-$27.3K
490
-46%
减持
CVX
CHEVRON CORP NEW
-$27.1K
456
-27%
建仓
EQT
EQT CORP
+$26.8K
500
减持
COST
COSTCO WHSL CORP NEW
-$26.5K
111
-16%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$25.7K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$25.6K
0
-100%
清仓
ZTS
ZOETIS INC
-$25.3K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$25.3K
0
-100%
清仓
RWX
SPDR INDEX SHS FDS
-$24.3K
0
-100%
减持
ILCG
ISHARES TR
-$23.9K
1,796
-11%
减持
DE
DEERE & CO
-$23.7K
114
-32%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$23.7K
274
-28%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$23.5K
0
-100%
减持
T
AT&T INC
-$22.8K
2,000
-22%
减持
RTX
RTX CORPORATION
-$22.6K
73
-66%
减持
SDG
ISHARES TR
-$21.9K
6,969
-5%
清仓
JFLX
J P MORGAN EXCHANGE TRADED F
-$21.8K
0
-100%
减持
MRK
MERCK & CO INC
-$21.6K
35
-88%
增持
IJH
ISHARES TR
+$21.4K
1,665
+23%
减持
KO
COCA COLA CO
-$21.1K
1,522
-21%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$20.7K
274
清仓
J
JACOBS SOLUTIONS INC
-$20.7K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$20.3K
0
-100%
建仓
REFR
RESEARCH FRONTIERS INC
+$19.6K
15,000
减持
NOW
SERVICENOW INC
-$19.4K
2
-90%
清仓
B
BARRICK MNG CORP
-$19.3K
0
-100%
增持
DMXF
ISHARES TR
+$18.9K
7,592
+4%