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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 14
增持 45
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$20.5M
597,195
-1%
增持
VUG
VANGUARD INDEX FDS
+$10.5M
177,979
+11%
减持
VHT
VANGUARD WORLD FDS
-$5.4M
26,230
-48%
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
XLE
SELECT SECTOR SPDR TR
-$5.2M
320,004
-27%
增持
MSFT
MICROSOFT CORP
+$3.6M
50,459
+6%
增持
NVDA
NVIDIA CORPORATION
+$3.6M
18,942
+97%
清仓
BHC
BAUSCH HEALTH COS INC
-$3.6M
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$3.2M
16,020
+55%
减持
VYM
VANGUARD WHITEHALL FDS
+$3.2M
586,574
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$2.3M
10,551
+40%
清仓
—
CORESITE RLTY CORP
-$1.5M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$1.2M
10,672
+256%
减持
TSLA
TESLA INC
+$1.1M
4,168
-3%
减持
GOOGL
ALPHABET INC
+$1.0M
5,700
-1%
减持
COST
COSTCO WHSL CORP NEW
+$991.0K
9,265
-2%
减持
RKT
ROCKET COS INC
-$919.0K
152,258
-20%
建仓
—
ETF MANAGERS TR
+$864.0K
14,060
减持
FCX
FREEPORT-MCMORAN INC
+$782.0K
86,264
-0%
减持
ABBV
ABBVIE INC
+$721.0K
30,568
-4%
减持
AN
AUTONATION INC
-$720.0K
59,879
-6%
增持
SNAP
SNAP INC
-$692.0K
26,060
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$691.0K
7,973
-2%
减持
AZO
AUTOZONE INC
+$675.0K
1,782
-1%
减持
NEE
NEXTERA ENERGY INC
+$653.0K
49,385
-2%
增持
AMZN
AMAZON COM INC
+$637.0K
1,725
+11%
增持
HD
HOME DEPOT INC
+$583.0K
6,718
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$564.0K
32,130
-1%
减持
CVS
CVS HEALTH CORP
+$547.0K
33,245
-2%
减持
C
CITIGROUP INC
-$541.0K
31,211
-10%
减持
MEOH
METHANEX CORP
-$515.0K
66,451
-3%
减持
ZTS
ZOETIS INC
+$508.0K
11,855
-4%
减持
TBF
PROSHARES TR
-$483.0K
391,725
-3%
清仓
RIO
RIO TINTO PLC
-$476.0K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$456.0K
819,945
-2%
减持
FDX
FEDEX CORP
+$452.0K
11,855
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$429.0K
23,091
-3%
减持
PSA
PUBLIC STORAGE
+$402.0K
5,952
-3%
增持
TIP
ISHARES TR
+$392.0K
6,613
+83%
减持
XLU
SELECT SECTOR SPDR TR
+$389.0K
51,398
-0%
减持
GLD
SPDR GOLD TR
-$385.0K
20,760
-13%
增持
MRVL
MARVELL TECHNOLOGY INC
+$377.0K
8,942
+33%
减持
CME
CME GROUP INC
+$376.0K
12,788
-3%
减持
STZ
CONSTELLATION BRANDS INC
+$371.0K
9,219
-0%
减持
BA
BOEING CO
-$369.0K
14,025
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$366.0K
23,260
+0%
减持
META
META PLATFORMS INC
-$353.0K
19,947
-4%
减持
SCI
SERVICE CORP INTL
+$349.0K
36,622
-2%
建仓
—
OATLY GROUP AB
+$348.0K
43,677
增持
IVV
ISHARES TR
+$346.0K
2,380
+30%
减持
V
VISA INC
-$340.0K
36,243
-1%
减持
SBUX
STARBUCKS CORP
+$334.0K
55,849
-1%
增持
CVX
CHEVRON CORP NEW
+$330.0K
18,803
+2%
增持
IYF
ISHARES TR
+$322.0K
77,317
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$319.0K
5,856
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$314.0K
12,571
-0%
减持
MOS
MOSAIC CO NEW
+$304.0K
99,887
-1%
增持
IBB
ISHARES TR
-$304.0K
38,514
+1%
清仓
OIH
VANECK ETF TRUST
-$296.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$292.0K
18,557
-1%
减持
EPAM
EPAM SYS INC
+$284.0K
3,789
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$281.0K
4,905
+3%
建仓
VLUE
ISHARES TR
+$280.0K
2,559
减持
AWR
AMER STATES WTR CO
+$279.0K
19,214
-4%
减持
LQD
ISHARES TR
-$271.0K
10,947
-15%
建仓
MDLZ
MONDELEZ INTL INC
+$238.0K
3,588
增持
PG
PROCTER AND GAMBLE CO
+$233.0K
8,360
+3%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$229.0K
20,891
+6%
减持
AMT
AMERICAN TOWER CORP NEW
+$224.0K
11,792
-3%
建仓
ED
CONSOLIDATED EDISON INC
+$222.0K
2,606
建仓
UAL
UNITED AIRLS HLDGS INC
+$219.0K
5,000
建仓
SHW
SHERWIN WILLIAMS CO
+$218.0K
618
增持
PFF
ISHARES TR
+$215.0K
92,609
+5%
清仓
FINX
GLOBAL X FDS
-$214.0K
0
-100%
清仓
IYH
ISHARES TR
-$214.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$213.0K
994
建仓
—
BLACKROCK INC
+$211.0K
230
建仓
BALL
BALL CORP
+$210.0K
2,178
清仓
IEMG
ISHARES INC
-$210.0K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$203.0K
524
建仓
XLP
SELECT SECTOR SPDR TR
+$202.0K
2,622
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$200.0K
387
增持
VXF
VANGUARD INDEX FDS
+$197.0K
4,116
+35%
减持
OLN
OLIN CORP
+$177.0K
20,520
-1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$165.0K
57,937
+6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$164.0K
12,752
-3%
减持
CHD
CHURCH & DWIGHT CO INC
+$162.0K
11,065
-6%
减持
JPM
JPMORGAN CHASE & CO
-$153.0K
23,963
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$152.0K
670,441
-1%
减持
USB
US BANCORP DEL
-$136.0K
20,264
-5%
减持
COP
CONOCOPHILLIPS
+$133.0K
44,921
-2%
减持
NKE
NIKE INC
+$132.0K
11,305
-6%
增持
—
EXXON MOBIL CORP
+$126.0K
20,749
+7%
减持
GOOG
ALPHABET INC
+$125.0K
898
-3%
增持
IEF
ISHARES TR
+$125.0K
7,775
+16%
减持
ECL
ECOLAB INC
+$121.0K
7,220
-4%
减持
HON
HONEYWELL INTL INC
-$118.0K
14,389
-2%
增持
BOND
PIMCO ETF TR
+$111.0K
24,423
+5%
减持
REM
ISHARES TR
-$107.0K
62,077
-0%
增持
ULTA
ULTA BEAUTY INC
+$107.0K
2,060
+0%
减持
JNJ
JOHNSON & JOHNSON
+$107.0K
13,032
-1%
减持
IYR
ISHARES TR
+$106.0K
11,270
-4%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$101.0K
14,435
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$93.0K
12,793
-5%
减持
AMLP
ALPS ETF TR
-$92.0K
53,619
-3%
减持
IYW
ISHARES TR
+$89.0K
12,867
-6%
减持
REMX
VANECK ETF TRUST
-$89.0K
11,161
-14%
增持
SHYG
ISHARES TR
+$88.0K
153,144
+2%
减持
MA
MASTERCARD INCORPORATED
-$88.0K
3,190
-10%
增持
KO
COCA COLA CO
+$87.0K
9,804
+4%
减持
BAC
BK OF AMERICA CORP
+$85.0K
54,712
-1%
增持
WMT
WALMART INC
+$82.0K
11,952
+1%
减持
MKC
MCCORMICK & CO INC
+$81.0K
5,786
-2%
增持
LYFT
LYFT INC
-$78.0K
23,874
+17%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$77.0K
38,932
-1%
减持
MCD
MCDONALDS CORP
+$77.0K
5,716
-5%
增持
ISRG
INTUITIVE SURGICAL INC
+$75.0K
1,549
+219%
建仓
SRTS
SENSUS HEALTHCARE INC
+$72.0K
10,000
减持
MS
MORGAN STANLEY
-$71.0K
26,459
-4%
减持
—
BLACKROCK MUNIYIELD CALIF FD
-$70.0K
44,717
-9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$68.0K
11,073
-1%
增持
MOAT
VANECK ETF TRUST
+$66.0K
8,561
+7%
减持
ARKK
ARK ETF TR
-$66.0K
3,193
-4%
减持
MINT
PIMCO ETF TR
-$65.0K
14,516
-4%
减持
CMF
ISHARES TR
-$64.0K
23,241
-5%
增持
AMGN
AMGEN INC
+$61.0K
4,757
+0%
减持
EEM
ISHARES TR
-$58.0K
30,580
-1%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$58.0K
22,135
-5%
增持
CSX
CSX CORP
+$57.0K
7,299
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$55.0K
116,654
+0%
增持
CAT
CATERPILLAR INC
+$53.0K
2,901
+2%
增持
GM
GENERAL MTRS CO
+$53.0K
8,256
+1%
减持
GDX
VANECK ETF TRUST
-$51.0K
29,976
-13%
增持
BX
BLACKSTONE INC
+$44.0K
3,257
+0%
减持
BLOK
AMPLIFY ETF TR
-$44.0K
8,388
-2%
增持
—
ACTIVISION BLIZZARD INC
-$43.0K
5,519
+4%
增持
LXU
LSB INDS INC
+$42.0K
13,000
+30%
减持
IWD
ISHARES TR
-$41.0K
2,777
-14%
增持
DFAS
DIMENSIONAL ETF TRUST
+$38.0K
4,957
+10%
增持
VOO
VANGUARD INDEX FDS
+$36.0K
608
+5%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$35.0K
12,050
-8%
减持
XLV
SELECT SECTOR SPDR TR
+$33.0K
3,061
-2%
增持
—
BIOMERICA INC
+$33.0K
20,000
+100%
减持
CRM
SALESFORCE COM INC
-$33.0K
1,099
-4%
减持
TGT
TARGET CORP
-$32.0K
16,093
-2%
减持
CLX
CLOROX CO DEL
+$29.0K
10,498
-3%
减持
T
AT&T INC
-$29.0K
11,149
-1%
减持
PM
PHILIP MORRIS INTL INC
-$28.0K
4,222
-7%
增持
HDV
ISHARES TR
+$28.0K
4,087
+0%
减持
AEE
AMEREN CORP
+$28.0K
5,363
-3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$27.0K
1,042
+0%
