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HCR Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心

HCR Wealth Advisors

报告期 2026-03-31 · CIK 0001697715

持仓数

241

前50大市值合计

$793.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL Apple Inc

Common Stock

$129.7M

511,249

16.4%

VUG Vanguard Growth Index Fund ETF

ETF

$96.8M

221,595

12.2%

VYM Vanguard High Dividend Yield Index Fund ETF

ETF

$95.7M

645,989

12.1%

NVDA Nvidia Corp

Common Stock

$53.1M

304,711

6.7%

VXF Vanguard Extended Market ETF S &P Compl

Common Stock

$37.4M

181,857

4.7%

IVV iShares Core S&P 500 ETF

ETF

$33.1M

50,596

4.2%

GOOGL Alphabet Inc

Common Stock

$27.3M

94,867

3.4%

IEMG iShares Core MSCI Emerging ETF

ETF

$18.4M

263,874

2.3%

FPE First Trust Preferred Securities and Income ETF

ETF

$17.7M

999,249

2.2%

MSFT Microsoft

Common Stock

$17.6M

47,667

2.2%

IJR iShares Core S&P Small-Cap ETF

ETF

$16.1M

129,328

2.0%

AME Ametek Inc

Common Stock

$14.7M

68,458

1.8%

AMZN Amazon.Com Inc

Common Stock

$11.7M

56,295

1.5%

PANW Palo Alto Networks

Common Stock

$11.5M

71,857

1.5%

META Meta Platforms Inc

Common Stock

$11.5M

20,056

1.4%

BINC BlackRock Flexible Income ETF

ETF

$10.2M

195,501

1.3%

V Visa Inc

Common Stock

$10.0M

32,979

1.3%

JPM JPMorgan Chase & Co

Common Stock

$9.1M

30,980

1.1%

JAAA Janus Henderson Aaa Clo ETF IV

ETF

$8.9M

177,069

1.1%

GLD SPDR Gold TR Gold (SHS)

ETF

$8.9M

20,663

1.1%

AVGO Broadcom Inc

Common Stock

$8.6M

27,678

1.1%

COST Costco Wholesale

Common Stock

$8.5M

8,540

1.1%

VRT Vertiv Holdings Co Class A

Common Stock

$7.4M

29,389

0.9%

GOOG Alphabet Inc. Class C

Common Stock

$7.4M

25,664

0.9%

QQQ Invesco QQQ Trust

ETF

$6.5M

11,317

0.8%

SPY SPDR S&P 500 ETF

ETF

$6.5M

9,920

0.8%

VWO Vanguard FTSE Emerging Markets ETF

ETF

$6.3M

116,459

0.8%

BRK/B Berkshire Hathaway

Common Stock

$5.8M

12,191

0.7%

TSLA Tesla Motors

Common Stock

$5.7M

15,349

0.7%

COP Conocophillips Com

Common Stock

$5.5M

41,496

0.7%

AZO Autozone Inc Com

Common Stock

$5.2M

1,543

0.7%

VOO Vanguard S&P 500 ETF

ETF

$5.1M

8,552

0.6%

MS Morgan Stanley

Common Stock

$5.0M

30,423

0.6%

MU Micron Technology

Common Stock

$4.9M

14,562

0.6%

AN Autonation Inc Com

Common Stock

$4.8M

24,467

0.6%

XLU Utilities Select (sector SPDR Fund)

ETF

$4.7M

101,963

0.6%

LHX L3harris

Common Stock

$4.6M

13,438

0.6%

SCHG Schwab US Large Cap Growth ETF

ETF

$4.4M

152,049

0.6%

— Eaton Corp PLC F

Common Stock

$4.4M

12,368

0.6%

WMT Wal-Mart

Common Stock

$4.4M

35,168

0.6%

PWR Quanta Services Inc

Common Stock

$4.3M

7,771

0.5%

CVX Chevron Corp.

Common Stock

$4.2M

20,348

0.5%

TMO Thermo Fisher

Common Stock

$4.1M

8,418

0.5%

ICE Intercontinental Exchange Inc

Common Stock

$3.9M

24,753

0.5%

BA Boeing Co

Common Stock

$3.8M

19,158

0.5%

— ExxonMobil

Common Stock

$3.7M

22,032

0.5%

NFLX Netflix Inc

Common Stock

$3.7M

38,639

0.5%

CAT Caterpillar

Common Stock

$3.6M

5,060

0.5%

DELL Dell Technologies Inc Class C

Common Stock

$3.5M

21,366

0.4%

AWK American Water Works

Common Stock

$3.5M

25,749

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

56%前 6 大占比

AAPL16.4%VUG12.2%VYM12.1%NVDA6.7%VXF4.7%IVV4.2%