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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
$793.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 18
增持 76
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
VGT
VANGUARD WORLD FDS
+$4.1M
10,306
增持
AAPL
APPLE INC
+$3.9M
604,722
+1%
增持
CVS
CVS HEALTH CORP
+$2.6M
33,977
+838%
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
MINT
PIMCO ETF TR
-$2.4M
15,094
-61%
建仓
REM
ISHARES TR
+$2.2M
62,171
减持
AN
AUTONATION INC
+$1.6M
63,377
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$1.6M
7,551
+36%
增持
GOOGL
ALPHABET INC
+$1.4M
5,784
+0%
减持
IYF
ISHARES TR
-$1.3M
77,295
-18%
增持
SHYG
ISHARES TR
+$1.1M
149,879
+19%
增持
HON
HONEYWELL INTL INC
+$985.0K
14,690
+51%
增持
MEOH
METHANEX CORP
+$967.0K
68,274
+4%
增持
NVDA
NVIDIA CORPORATION
+$951.0K
9,619
+639%
增持
BOND
PIMCO ETF TR
+$927.0K
23,168
+57%
减持
VYM
VANGUARD WHITEHALL FDS
-$914.0K
605,705
-0%
增持
FDX
FEDEX CORP
-$906.0K
11,922
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$860.0K
833,351
+6%
增持
VUG
VANGUARD INDEX FDS
+$805.0K
160,513
+1%
建仓
IVV
ISHARES TR
+$789.0K
1,831
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$758.0K
677,036
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$671.0K
54,497
+30%
减持
RKT
ROCKET COS INC
-$662.0K
190,225
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$630.0K
8,103
+2%
增持
MOS
MOSAIC CO NEW
+$616.0K
101,372
+8%
建仓
MOAT
VANECK ETF TRUST
+$586.0K
8,004
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$582.0K
2,468
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$565.0K
32,560
+2%
建仓
VXF
VANGUARD INDEX FDS
+$556.0K
3,050
增持
BABA
ALIBABA GROUP HLDG LTD
-$516.0K
6,856
+2%
减持
SCI
SERVICE CORP INTL
-$506.0K
37,351
-27%
清仓
XLB
SELECT SECTOR SPDR TR
-$502.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$469.0K
9,500
-1%
增持
AZO
AUTOZONE INC
+$457.0K
1,803
+3%
减持
MSFT
MICROSOFT CORP
+$452.0K
47,392
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$449.0K
116,479
+1%
增持
JPM
JPMORGAN CHASE & CO
+$434.0K
24,119
+7%
建仓
GM
GENERAL MTRS CO
+$431.0K
8,186
建仓
MRVL
MARVELL TECHNOLOGY INC
+$405.0K
6,717
增持
COP
CONOCOPHILLIPS
+$400.0K
45,876
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$392.0K
440,006
+2%
减持
EDIT
EDITAS MEDICINE INC
-$381.0K
19,750
-6%
减持
GLD
SPDR GOLD TR
-$381.0K
23,955
-8%
清仓
—
GENERAL ELECTRIC CO
-$333.0K
0
-100%
清仓
XBI
SPDR SER TR
-$333.0K
0
-100%
增持
IEFA
ISHARES TR
+$332.0K
7,811
+135%
建仓
GE
GENERAL ELECTRIC CO
+$318.0K
3,084
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$310.0K
7,231
-41%
减持
OIH
VANECK ETF TRUST
-$303.0K
1,503
-45%
清仓
BEAM
BEAM THERAPEUTICS INC
-$301.0K
0
-100%
减持
TSLA
TESLA INC
+$300.0K
4,307
-4%
减持
BA
BOEING CO
-$299.0K
14,519
-0%
清仓
XLP
SELECT SECTOR SPDR TR
-$295.0K
0
-100%
减持
BHC
BAUSCH HEALTH COS INC
-$291.0K
128,321
-3%
增持
—
ETF MANAGERS TR
+$291.0K
22,762
+46%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$270.0K
11,213
增持
EPAM
EPAM SYS INC
+$267.0K
3,943
+2%
增持
V
VISA INC
-$261.0K
36,784
+2%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$259.0K
4,506
减持
NEE
NEXTERA ENERGY INC
+$243.0K
50,410
-0%
增持
C
CITIGROUP INC
+$237.0K
34,570
+12%
清仓
ROKU
ROKU INC
-$230.0K
0
-100%
减持
GDX
VANECK ETF TRUST
-$228.0K
34,315
-6%
清仓
UPS
UNITED PARCEL SERVICE INC
-$222.0K
0
-100%
增持
ZTS
ZOETIS INC
+$221.0K
12,287
+6%
建仓
HYD
VANECK ETF TRUST
+$221.0K
3,530
增持
IEF
ISHARES TR
+$218.0K
6,675
+40%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$216.0K
3,940
建仓
IYH
ISHARES TR
+$214.0K
774
增持
AMZN
AMAZON COM INC
-$214.0K
1,557
+1%
增持
LQD
ISHARES TR
+$212.0K
12,947
+15%
增持
MS
MORGAN STANLEY
+$212.0K
27,420
+2%
清仓
MDLZ
MONDELEZ INTL INC
-$212.0K
0
-100%
建仓
IEMG
ISHARES INC
+$210.0K
3,397
清仓
—
TWITTER INC
-$208.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$208.0K
4,011
清仓
CMCSA
COMCAST CORP NEW
-$201.0K
0
-100%
清仓
—
BLACKROCK INC
-$201.0K
0
-100%
增持
FMB
FIRST TR EXCH TRADED FD III
+$192.0K
17,450
+25%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$187.0K
13,088
+5%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$183.0K
14,515
+2%
增持
FCX
FREEPORT-MCMORAN INC
-$181.0K
86,635
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$181.0K
14,293
+19%
增持
PFF
ISHARES TR
+$177.0K
88,552
+7%
增持
META
FACEBOOK INC
-$170.0K
20,808
+0%
增持
TGT
TARGET CORP
-$161.0K
16,424
+1%
增持
AMLP
ALPS ETF TR
-$154.0K
55,405
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$154.0K
20,495
+0%
增持
CME
CME GROUP INC
-$152.0K
13,166
+4%
减持
DIS
DISNEY WALT CO
-$143.0K
18,712
-1%
增持
ABBV
ABBVIE INC
-$142.0K
31,683
+0%
增持
USB
US BANCORP DEL
+$136.0K
21,430
+7%
增持
—
CORESITE RLTY CORP
+$132.0K
11,124
+6%
增持
CLX
CLOROX CO DEL
-$129.0K
10,875
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$126.0K
23,770
+8%
减持
SBUX
STARBUCKS CORP
-$118.0K
56,200
-1%
减持
AWR
AMER STATES WTR CO
+$118.0K
19,983
-0%
增持
EMB
ISHARES TR
+$113.0K
6,883
+20%
增持
LYFT
LYFT INC
+$110.0K
20,487
+25%
减持
SNAP
SNAP INC
-$109.0K
25,961
-13%
减持
GOOG
ALPHABET INC
+$102.0K
928
-2%
减持
TBF
PROSHARES TR
-$102.0K
404,522
-0%
增持
MCD
MCDONALDS CORP
+$94.0K
6,033
+2%
减持
—
EXXON MOBIL CORP
-$90.0K
19,451
-1%
减持
MRK
MERCK & CO INC
-$82.0K
24,185
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$81.0K
12,152
+4%
增持
—
ACTIVISION BLIZZARD INC
-$76.0K
5,304
+4%
增持
IWF
ISHARES TR
+$75.0K
1,922
+16%
增持
ARKK
ARK ETF TR
+$74.0K
3,328
+48%
减持
REMX
VANECK ETF TRUST
-$69.0K
12,989
-22%
增持
IWD
ISHARES TR
+$67.0K
3,240
+17%
减持
PAYC
PAYCOM SOFTWARE INC
+$66.0K
634
-7%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$65.0K
19,700
+12%
增持
BX
BLACKSTONE INC
+$63.0K
3,243
+0%
减持
HD
HOME DEPOT INC
+$61.0K
6,716
-0%
增持
OLED
UNIVERSAL DISPLAY CORP
-$58.0K
2,000
+11%
增持
STZ
CONSTELLATION BRANDS INC
-$56.0K
9,224
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$52.0K
12,621
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$51.0K
9,718
-5%
减持
MKC
MCCORMICK & CO INC
-$50.0K
5,897
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$50.0K
485
+3%
增持
AMGN
AMGEN INC
-$48.0K
4,746
+9%
增持
NKE
NIKE INC
-$46.0K
12,063
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$46.0K
4,775
-2%
增持
IBB
ISHARES TR
-$46.0K
38,236
+0%
建仓
—
BIOMERICA INC
+$45.0K
10,000
增持
CVX
CHEVRON CORP NEW
-$45.0K
18,494
+1%
减持
PSX
PHILLIPS 66
-$45.0K
2,870
-0%
清仓
—
AG MTG INVT TR INC
-$43.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$41.0K
8,114
+0%
增持
VHT
VANGUARD WORLD FDS
+$41.0K
50,305
+0%
增持
PTY
PIMCO CORPORATE & INCOME OPP
-$41.0K
39,398
+2%
增持
MO
ALTRIA GROUP INC
-$37.0K
17,558
+0%
减持
CMF
ISHARES TR
-$36.0K
24,372
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$36.0K
23,247
-0%
减持
XLU
SELECT SECTOR SPDR TR
+$34.0K
51,503
-0%
减持
CHD
CHURCH & DWIGHT INC
-$34.0K
11,771
-0%
增持
JNJ
JOHNSON & JOHNSON
-$31.0K
13,140
+0%
增持
MA
MASTERCARD INCORPORATED
-$31.0K
3,550
+2%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$28.0K
11,565
-2%
减持
CRM
SALESFORCE COM INC
+$28.0K
1,149
-1%
减持
PSA
PUBLIC STORAGE
-$27.0K
6,148
-0%
减持
ULTA
ULTA BEAUTY INC
+$26.0K
2,056
-1%
减持
SRE
SEMPRA
-$25.0K
3,151
-2%
增持
BLOK
AMPLIFY ETF TR
-$23.0K
8,543
+1%
建仓
—
ORCHARD THERAPEUTICS PLC
+$23.0K
10,000
增持
FHN
FIRST HORIZON CORPORATION
+$23.0K
41,605
+10%
减持
IYW
ISHARES TR
+$22.0K
13,712
-0%
减持
WMT
WALMART INC
-$22.0K
11,814
-0%
减持
AGG
ISHARES TR
-$20.0K
2,244
-7%
增持
PM
PHILIP MORRIS INTL INC
-$19.0K
4,529
+0%
