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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 42
减持 77
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
IJR
ISHARES TR
+$34.2M
317,112
减持
VYM
VANGUARD WHITEHALL FDS
-$13.4M
466,437
-20%
增持
IVV
ISHARES TR
+$13.2M
31,692
+1232%
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
VUG
VANGUARD INDEX FDS
-$8.6M
168,622
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$7.8M
129,910
-59%
建仓
TLT
ISHARES TR
+$7.2M
54,426
减持
IYF
ISHARES TR
-$6.3M
4,373
-94%
清仓
TBF
PROSHARES TR
-$6.3M
0
-100%
减持
VHT
VANGUARD WORLD FDS
-$6.2M
2,984
-89%
减持
IBB
ISHARES TR
-$4.7M
9,088
-76%
清仓
USO
UNITED STS OIL FD LP
-$3.0M
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.7M
0
-100%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$2.5M
27,334
+55%
减持
META
FACEBOOK INC
-$2.3M
19,785
-1%
清仓
MC
MOELIS & CO
-$1.9M
0
-100%
减持
SBUX
STARBUCKS CORP
-$1.6M
54,450
-3%
增持
AAPL
APPLE INC
-$1.5M
598,758
+0%
增持
EPAM
EPAM SYS INC
-$1.4M
3,882
+2%
减持
AN
AUTONATION INC
-$1.4M
56,443
-6%
减持
ABBV
ABBVIE INC
-$1.3M
17,806
-42%
增持
MSFT
MICROSOFT CORP
-$1.0M
51,724
+3%
增持
MEOH
METHANEX CORP
+$1.0M
66,595
+0%
减持
GOOGL
ALPHABET INC
-$993.0K
5,580
-2%
减持
PYPL
PAYPAL HLDGS INC
-$859.0K
9,980
-6%
减持
COP
CONOCOPHILLIPS
+$842.0K
40,842
-9%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$803.0K
31,805
-1%
减持
CVX
CHEVRON CORP NEW
+$796.0K
18,439
-2%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$782.0K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$753.0K
0
-100%
增持
HD
HOME DEPOT INC
-$737.0K
6,852
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$725.0K
10,601
+0%
减持
VGT
VANGUARD WORLD FDS
-$698.0K
15,948
-0%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$696.0K
0
-100%
清仓
FHN
FIRST HORIZON CORPORATION
-$681.0K
0
-100%
增持
ZTS
ZOETIS INC
-$639.0K
11,954
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$607.0K
7,979
+0%
减持
REMX
VANECK VECTORS ETF TR
-$606.0K
5,461
-51%
减持
ECL
ECOLAB INC
-$604.0K
6,175
-14%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$583.0K
0
-100%
减持
NKE
NIKE INC
-$544.0K
9,958
-12%
减持
FCX
FREEPORT-MCMORAN INC
+$527.0K
82,969
-4%
减持
RKT
ROCKET COS INC
-$524.0K
144,646
-5%
减持
NVDA
NVIDIA CORPORATION
-$501.0K
18,581
-2%
增持
AMT
AMERICAN TOWER CORP NEW
-$484.0K
11,802
+0%
增持
JPM
JPMORGAN CHASE & CO
-$476.0K
24,349
+2%
减持
FDX
FEDEX CORP
-$474.0K
11,201
-6%
减持
AWR
AMER STATES WTR CO
-$459.0K
17,175
-11%
减持
LQD
ISHARES TR
-$452.0K
8,262
-25%
增持
—
EXXON MOBIL CORP
+$449.0K
20,809
+0%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$437.0K
660,519
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$426.0K
898,380
+10%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$425.0K
12,654
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$421.0K
115,945
-1%
减持
DIS
DISNEY WALT CO
-$400.0K
18,039
-3%
增持
NEE
NEXTERA ENERGY INC
-$391.0K
49,821
+1%
减持
HON
HONEYWELL INTL INC
-$389.0K
13,417
-7%
增持
SCHG
SCHWAB STRATEGIC TR
-$368.0K
45,989
+98%
减持
—
BLACKROCK MUNIYIELD CALIF FD
-$362.0K
23,885
-47%
建仓
UNH
UNITEDHEALTH GROUP INC
+$352.0K
690
减持
PFF
ISHARES TR
-$352.0K
90,614
-2%
清仓
—
OATLY GROUP AB
-$348.0K
0
-100%
减持
C
CITIGROUP INC
-$339.0K
28,961
-7%
减持
BOND
PIMCO ETF TR
-$339.0K
22,923
-6%
增持
CLX
CLOROX CO DEL
-$337.0K
10,737
+2%
建仓
—
SANDY SPRING BANCORP INC
+$330.0K
7,350
减持
TGT
TARGET CORP
-$318.0K
16,052
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$310.0K
12,900
-26%
增持
NFLX
NETFLIX INC
-$304.0K
1,451
+3%
增持
XLU
SELECT SECTOR SPDR TR
+$303.0K
53,484
+4%
增持
QQQ
INVESCO QQQ TR
-$299.0K
8,668
+0%
减持
CVS
CVS HEALTH CORP
-$299.0K
30,934
-7%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$297.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$291.0K
0
-100%
清仓
VLUE
ISHARES TR
-$280.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$279.0K
8,650
-7%
增持
MS
MORGAN STANLEY
-$277.0K
26,548
+0%
减持
AMLP
ALPS ETF TR
+$269.0K
52,847
-1%
增持
SNAP
SNAP INC
-$265.0K
26,700
+2%
建仓
MMM
3M CO
+$259.0K
1,741
建仓
CVBF
CVB FINL CORP
+$232.0K
10,000
减持
MOS
MOSAIC CO NEW
+$231.0K
62,502
-37%
减持
SCI
SERVICE CORP INTL
-$227.0K
36,060
-2%
清仓
HYD
VANECK ETF TRUST
-$220.0K
0
-100%
建仓
PFE
PFIZER INC
+$220.0K
4,248
清仓
CARR
CARRIER GLOBAL CORPORATION
-$219.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$219.0K
53,725
-2%
清仓
SHW
SHERWIN WILLIAMS CO
-$218.0K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$217.0K
310
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$215.0K
57,852
-0%
清仓
—
BLACKROCK INC
-$211.0K
0
-100%
清仓
BALL
BALL CORP
-$210.0K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$210.0K
9,134
-1%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$207.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$202.0K
0
-100%
增持
SHYG
ISHARES TR
-$200.0K
153,251
+0%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$200.0K
0
-100%
减持
IYW
ISHARES TR
-$172.0K
12,660
-2%
减持
GLD
SPDR GOLD TR
+$171.0K
20,592
-1%
减持
GDX
VANECK VECTORS ETF TR
+$159.0K
29,179
-3%
减持
AZO
AUTOZONE INC
-$148.0K
1,755
-2%
清仓
LXU
LSB INDS INC
-$144.0K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$142.0K
1,377
-11%
减持
—
ETF MANAGERS TR
-$141.0K
21,308
-4%
减持
BA
BOEING CO
-$141.0K
14,008
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$140.0K
13,028
-9%
减持
MINT
PIMCO ETF TR
-$134.0K
13,381
-8%
减持
REM
ISHARES TR
-$131.0K
61,560
-1%
减持
MCD
MCDONALDS CORP
-$125.0K
5,690
-0%
增持
EDIT
EDITAS MEDICINE INC
-$125.0K
21,000
+6%
减持
CME
CME GROUP INC
-$123.0K
11,766
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$120.0K
4,893
-0%
增持
GM
GENERAL MTRS CO
-$120.0K
8,329
+1%
减持
PAYC
PAYCOM SOFTWARE INC
-$116.0K
634
-22%
增持
—
ETF MANAGERS TR
+$116.0K
16,690
+19%
增持
SRE
SEMPRA ENERGY
+$116.0K
3,182
+0%
增持
AMZN
AMAZON COM INC
-$112.0K
1,730
+0%
减持
MRK
MERCK & CO. INC
+$105.0K
23,689
-1%
减持
GOOG
ALPHABET INC
-$104.0K
893
-1%
增持
TSLA
TESLA INC
+$93.0K
4,174
+0%
增持
PG
PROCTER AND GAMBLE CO
-$88.0K
8,368
+0%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$87.0K
36,284
-7%
增持
ARKK
ARK ETF TR
-$86.0K
3,263
+2%
增持
MO
ALTRIA GROUP INC
+$84.0K
16,986
+0%
增持
OLN
OLIN CORP
-$81.0K
21,015
+2%
增持
JNJ
JOHNSON & JOHNSON
+$81.0K
13,036
+0%
减持
IEF
ISHARES TR
-$80.0K
7,575
-3%
清仓
SRTS
SENSUS HEALTHCARE INC
-$72.0K
0
-100%
增持
IYR
ISHARES TR
-$70.0K
11,451
+2%
增持
LYFT
LYFT INC
+$69.0K
28,371
+19%
增持
F
FORD MTR CO DEL
-$67.0K
19,561
+2%
减持
PSA
PUBLIC STORAGE
+$67.0K
5,882
-1%
减持
IEFA
ISHARES TR
-$57.0K
7,708
-3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$55.0K
23,486
+2%
减持
MOAT
VANECK VECTORS ETF TR
-$53.0K
8,021
-6%
减持
BX
BLACKSTONE GROUP INC
-$49.0K
2,929
-10%
增持
BLOK
AMPLIFY ETF TR
-$44.0K
8,568
+2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$41.0K
3,185
-0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$40.0K
10,240
-5%
减持
SCHW
SCHWAB CHARLES CORP
-$39.0K
12,297
-4%
减持
PSX
PHILLIPS 66
+$38.0K
2,779
-0%
减持
CHD
CHURCH & DWIGHT INC
-$36.0K
11,052
-0%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$36.0K
22,085
-0%
减持
CAT
CATERPILLAR INC
+$34.0K
2,847
-2%
减持
—
BIOMERICA INC
-$33.0K
10,000
-50%
增持
CRM
SALESFORCE COM INC
-$31.0K
1,167
+6%
增持
VTI
VANGUARD INDEX FDS
-$30.0K
2,557
+1%
增持
USB
US BANCORP DEL
-$30.0K
20,855
+3%
减持
AMGN
AMGEN INC
+$30.0K
4,547
-4%
减持
IAI
ISHARES TR
-$29.0K
2,086
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$27.0K
1,016
-2%
