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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 40
减持 79
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IWB
ISHARES TR
-$170.3M
18,987
-96%
建仓
WAMA
WISDOMTREE TR
+$167.3M
6,953,723
建仓
AIMS
SERIES PORTFOLIOS TR
+$72.2M
3,048,593
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
IWM
ISHARES TR
-$69.5M
85,512
-77%
建仓
WIMA
WISDOMTREE TR
+$59.9M
1,531,615
减持
EFA
ISHARES TR
-$36.4M
55,185
-87%
减持
SPDW
SPDR INDEX SHS FDS
-$17.8M
1,156,018
-27%
减持
NTSX
WISDOMTREE TR
-$15.7M
5,417,096
-0%
增持
IVV
ISHARES TR
-$14.7M
502,323
+0%
增持
LRGF
ISHARES TR
-$7.8M
3,626,489
+2%
减持
IEMG
ISHARES INC
+$5.1M
2,262,667
-0%
增持
INTF
ISHARES TR
+$4.4M
3,339,669
+0%
增持
IEFA
ISHARES TR
+$2.6M
1,860,132
+0%
减持
USXF
ISHARES TR
-$1.8M
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.5M
20,743
-43%
减持
MSFT
MICROSOFT CORP
-$1.2M
8,670
-5%
减持
IWV
ISHARES TR
-$1.2M
15,454
-13%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$1.1M
30,906
-7%
减持
U
UNITY SOFTWARE INC
-$986.4K
36,425
-10%
减持
EEM
ISHARES TR
+$969.5K
1,087,714
-2%
增持
AMZN
AMAZON COM INC
+$928.2K
4,757
+1655%
减持
AAPL
APPLE INC
-$926.7K
19,191
-10%
减持
LLY
ELI LILLY & CO
-$591.9K
3,446
-2%
减持
DMXF
ISHARES TR
-$557.4K
175
-98%
减持
PYLD
PIMCO ETF TR
-$499.4K
298,169
-4%
减持
MINT
PIMCO ETF TR
-$493.4K
45,358
-10%
减持
BOND
PIMCO ETF TR
-$441.9K
72,059
-5%
减持
GOOGL
ALPHABET INC
-$436.7K
13,535
-2%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$358.9K
127,589
-4%
建仓
TECL
DIREXION SHARES ETF TRUST
+$346.2K
4,000
增持
BALL
BALL CORP
+$304.6K
48,809
+0%
增持
ESGU
ISHARES TR
-$300.5K
40,008
+0%
减持
SCZ
ISHARES TR
-$276.5K
375,064
-2%
减持
VXUS
VANGUARD STAR FDS
-$240.7K
3,243
-50%
增持
ISRG
INTUITIVE SURGICAL INC
-$209.4K
9,050
+17%
增持
NTSI
WISDOMTREE TR
-$205.5K
3,120,693
+0%
减持
IWC
ISHARES TR
-$192.5K
84,985
-3%
增持
SNOW
SNOWFLAKE INC
+$177.6K
4,450
+98%
建仓
LABU
DIREXION SHARES ETF TRUST
+$166.1K
1,000
减持
QQQ
INVESCO QQQ TR
-$139.0K
2,534
-3%
增持
GOOG
ALPHABET INC
-$126.1K
4,712
+0%
清仓
FLRT
PACER FDS TR
-$117.8K
0
-100%
建仓
PG
PROCTER & GAMBLE CO
+$116.6K
807
减持
PEP
PEPSICO INC
-$114.5K
157
-84%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$108.5K
920
-11%
减持
VOO
VANGUARD INDEX FDS
-$106.7K
898
-12%
减持
VUG
VANGUARD INDEX FDS
-$96.5K
1,173
-6%
增持
WMT
WALMART INC
+$92.4K
4,196
+9%
清仓
KMB
KIMBERLY-CLARK CORP
-$85.6K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$77.1K
194,501
-3%
增持
CVX
CHEVRON CORPORATION
+$72.5K
686
+50%
增持
BIL
SPDR SERIES TRUST
+$70.6K
772
+77100%
减持
IWF
ISHARES TR
-$69.6K
1,384
-1%
清仓
MDRR
MEDALIST DIVERSIFIED REIT IN
-$61.5K
0
-100%
增持
VFMF
VANGUARD WELLINGTON FD
+$60.8K
13,558
+0%
减持
BND
VANGUARD BD INDEX FDS
-$59.4K
4
-100%
减持
ESGV
VANGUARD WORLD FD
-$58.7K
5,004
-2%
清仓
ILCV
ISHARES TR
-$53.0K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$52.2K
7
-99%
减持
AOR
ISHARES TR
-$50.3K
6,640
-10%
减持
CRBN
ISHARES TR
-$49.6K
1,265
-12%
减持
DES
WISDOMTREE TR
+$49.4K
35,099
-3%
建仓
XYLD
GLOBAL X FDS
+$48.9K
1,250
清仓
—
XAI OCTAGN FLT RAT & ALT INM
-$48.0K
0
-100%
减持
V
VISA INC
-$46.9K
671
-6%
减持
IJR
ISHARES TR
-$40.2K
764
-32%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$37.9K
0
-100%
减持
COWZ
PACER FDS TR
-$34.8K
1,165
-35%
减持
—
EXXON MOBIL CORP
+$34.4K
788
-4%
建仓
XFLT
XAI OCTAGN FLT RAT & ALT INM
+$34.4K
2,000
增持
XLY
SELECT SECTOR SPDR TR
-$33.4K
3,270
+0%
增持
WCLD
WISDOMTREE TR
-$32.1K
5,710
+6%
清仓
FSK
FS KKR CAP CORP
-$30.8K
0
-100%
清仓
OWL
BLUE OWL CAPITAL INC
-$29.9K
0
-100%
增持
QGRW
WISDOMTREE TR
-$28.9K
7,139
+2%
减持
ESML
ISHARES TR
-$27.3K
3,740
-15%
减持
BX
BLACKSTONE INC
-$25.8K
148
-47%
减持
USRT
ISHARES TR
+$24.5K
11,916
-0%
减持
BLOK
AMPLIFY ETF TR
-$23.7K
3,173
-1%
减持
AVGO
BROADCOM INC
-$22.5K
331
-8%
清仓
WFC
WELLS FARGO CO NEW
-$21.7K
0
-100%
清仓
REFR
RESEARCH FRONTIERS INC
-$19.6K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$19.5K
0
-100%
增持
SPYG
SPDR SERIES TRUST
+$18.9K
210
+1213%
减持
SCHG
SCHWAB STRATEGIC TR
-$18.7K
4,465
-2%
增持
WDEF
WISDOMTREE TR
+$18.6K
3,538
+13%
减持
HON
HONEYWELL INTL INC
-$17.1K
659
-23%
减持
VO
VANGUARD INDEX FDS
-$16.9K
401
-12%
建仓
PM
PHILIP MORRIS INTL INC
+$16.5K
100
增持
WCBR
WISDOMTREE TR
-$16.1K
8,610
+4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$16.0K
7,039
-0%
减持
QEFA
SPDR INDEX SHS FDS
-$16.0K
27
-87%
减持
ORCL
ORACLE CORP
-$15.4K
270
-5%
减持
AOA
ISHARES TR
-$15.4K
1,731
-8%
减持
IWD
ISHARES TR
-$15.0K
221
-25%
增持
SCHF
SCHWAB STRATEGIC TR
+$12.8K
2,459
+23%
增持
XLI
SELECT SECTOR SPDR TR
+$12.7K
1,810
+0%
减持
VGT
VANGUARD WORLD FD
-$12.6K
130
-5%
减持
VSGX
VANGUARD WORLD FD
-$12.3K
3,198
-5%
减持
MCD
MCDONALDS CORP
-$12.3K
400
-11%
减持
GEV
GE VERNOVA INC
+$11.7K
62
-5%
增持
EFV
ISHARES TR
+$11.6K
750
+21%
增持
ARLP
ALLIANCE RESOURCE PARTNERS L
+$11.6K
2,100
+5%
增持
IJH
ISHARES TR
+$11.5K
1,798
+8%
减持
NVDA
NVIDIA CORPORATION
-$11.0K
137
-27%
减持
CRM
SALESFORCE INC
-$10.5K
93
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.6K
14,519
+1%
清仓
MTA
METALLA RTY & STREAMING LTD
-$9.3K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$9.2K
150
增持
SOXL
DIREXION SHARES ETF TRUST
+$9.1K
563
+32%
减持
NTSE
WISDOMTREE TR
+$9.1K
6,558
-2%
减持
SOLS
SOLSTICE ADVANCED MATLS INC
-$8.9K
18
-91%
减持
IHDG
WISDOMTREE TR
-$8.8K
750
-19%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$8.7K
0
-100%
减持
GE
GE AEROSPACE
-$8.4K
258
-3%
增持
VTI
VANGUARD INDEX FDS
-$8.0K
2,630
+4%
建仓
FENI
FIDELITY COVINGTON TRUST
+$7.8K
209
增持
SPXL
DIREXION SHARES ETF TRUST
+$7.8K
187
+55%
建仓
SPYV
SPDR SERIES TRUST
+$7.7K
136
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$6.9K
92
建仓
USMV
ISHARES TR
+$6.2K
67
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$5.6K
9
增持
TQQQ
PROSHARES TR
+$5.2K
1,202
+41%
增持
EAOA
ISHARES TR
+$4.7K
226
+111%
减持
VYM
VANGUARD WHITEHALL FDS
+$4.6K
1,232
-1%
增持
NVDU
DIREXION SHARES ETF TRUST
-$4.4K
345
+8%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$4.2K
18
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$4.1K
13,500
+6%
增持
VNQ
VANGUARD INDEX FDS
+$3.9K
1,281
+3%
减持
VBR
VANGUARD INDEX FDS
+$3.7K
870
-1%
增持
MSIF
MSC INCOME FUND INC
+$3.7K
1,075
+50%
增持
MTUM
ISHARES TR
+$3.7K
183
+14%
减持
SDG
ISHARES TR
-$3.7K
6,948
-0%
减持
VTV
VANGUARD INDEX FDS
+$3.7K
922
-1%
减持
CSCO
CISCO SYS INC
-$3.4K
67
-40%
建仓
VLUE
ISHARES TR
+$3.4K
24
减持
PAYX
PAYCHEX INC
-$2.8K
30
-40%
减持
SMH
VANECK ETF TRUST
+$2.8K
149
-1%
增持
EFG
ISHARES TR
+$2.7K
66
+61%
增持
BA
BOEING CO
-$2.4K
1,079
+8%
减持
ESGD
ISHARES TR
+$2.3K
25,261
-0%
减持
GILD
GILEAD SCIENCES INC
-$2.2K
51
-33%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.1K
2,050
-0%
减持
ESGE
ISHARES INC
+$2.1K
31,874
-3%
减持
LDUR
PIMCO ETF TR
-$2.1K
4,692
-0%
建仓
SPSM
SPDR SERIES TRUST
+$2.0K
42
减持
LMT
LOCKHEED MARTIN CORP
-$1.8K
9
-40%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.6K
1,257
-0%
增持
QUAL
ISHARES TR
-$1.5K
1,001
+3%
减持
TJX
TJX COS INC NEW
-$1.3K
63
-15%
