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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 21
减持 93
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$23.6M
591,878
-1%
减持
VUG
VANGUARD INDEX FDS
-$11.5M
166,009
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$8.3M
22,248
-83%
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。
建仓
—
PROSHARES TR
+$6.3M
440,429
建仓
SHY
ISHARES TR
+$6.3M
76,526
建仓
—
PROSHARES TR
+$5.6M
341,775
减持
IJR
ISHARES TR
-$5.4M
311,581
-2%
增持
VYM
VANGUARD WHITEHALL FDS
-$4.9M
467,091
+0%
减持
SHYG
ISHARES TR
-$4.7M
49,485
-68%
清仓
MEOH
METHANEX CORP
-$3.6M
0
-100%
减持
GOOGL
ALPHABET INC
-$3.5M
5,501
-1%
清仓
AMT
AMERICAN TOWER CORP NEW
-$3.0M
0
-100%
减持
IVV
ISHARES TR
-$2.7M
30,904
-2%
增持
MSFT
MICROSOFT CORP
-$2.6M
51,920
+0%
减持
BA
BOEING CO
-$2.4M
2,049
-85%
减持
NVDA
NVIDIA CORPORATION
-$2.3M
18,281
-2%
减持
FCX
FREEPORT-MCMORAN INC
-$2.2M
66,347
-20%
减持
FPE
FIRST TR EXCH TRADED FD III
-$2.1M
867,913
-3%
清仓
REM
ISHARES TR
-$2.0M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.8M
35,752
+1967%
减持
VGT
VANGUARD WORLD FDS
-$1.6M
15,523
-3%
建仓
—
ENGAGESMART INC
+$1.5M
93,683
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.5M
635,201
-4%
减持
MOS
MOSAIC CO NEW
-$1.5M
56,967
-9%
增持
TSLA
TESLA INC
-$1.4M
4,569
+9%
减持
V
VISA INC
-$1.3M
33,166
-6%
减持
SBUX
STARBUCKS CORP
-$1.3M
47,865
-12%
减持
TGT
TARGET CORP
-$1.2M
15,836
-1%
增持
META
META PLATFORMS INC
-$1.1M
20,470
+3%
清仓
ECL
ECOLAB INC
-$1.1M
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$947.0K
22,926
-2%
减持
COST
COSTCO WHSL CORP NEW
-$914.0K
8,486
-2%
减持
RKT
ROCKET COS INC
-$868.0K
100,586
-30%
减持
EEM
ISHARES TR
-$851.0K
13,225
-57%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$835.0K
108,382
-7%
减持
DIS
DISNEY WALT CO
-$802.0K
17,716
-2%
增持
SCHG
SCHWAB STRATEGIC TR
-$774.0K
45,993
+0%
减持
SNAP
SNAP INC
-$686.0K
20,952
-22%
增持
LYFT
LYFT INC
-$652.0K
32,881
+16%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$647.0K
31,041
-2%
清仓
REMX
VANECK VECTORS ETF TR
-$646.0K
0
-100%
减持
C
CITIGROUP INC
-$624.0K
20,057
-31%
减持
JPM
JPMORGAN CHASE & CO
-$615.0K
24,011
-1%
减持
COP
CONOCOPHILLIPS
-$602.0K
38,530
-6%
减持
BAC
BK OF AMERICA CORP
-$599.0K
51,921
-3%
清仓
MOAT
VANECK VECTORS ETF TR
-$599.0K
0
-100%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$557.0K
0
-100%
减持
PFF
ISHARES TR
-$499.0K
85,186
-6%
减持
PSA
PUBLIC STORAGE
-$486.0K
5,789
-2%
减持
PYPL
PAYPAL HLDGS INC
-$469.0K
9,811
-2%
减持
BOND
PIMCO ETF TR
-$467.0K
19,593
-15%
增持
MINT
PIMCO ETF TR
+$462.0K
18,180
+36%
减持
FDX
FEDEX CORP
-$461.0K
9,358
-16%
清仓
ANGL
VANECK VECTORS ETF TR
-$456.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$455.0K
12,402
-8%
减持
CME
CME GROUP INC
-$450.0K
11,477
-2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$428.0K
52,616
-9%
减持
NEE
NEXTERA ENERGY INC
-$419.0K
49,071
-2%
减持
IBB
ISHARES TR
-$413.0K
6,553
-28%
增持
TLT
ISHARES TR
-$411.0K
59,003
+8%
减持
CVX
CHEVRON CORP NEW
-$409.0K
17,909
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$403.0K
7,930
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$386.0K
8,867
减持
IYW
ISHARES TR
-$386.0K
11,496
-9%
减持
WMT
WALMART INC
-$385.0K
10,896
-5%
减持
MS
MORGAN STANLEY
-$377.0K
25,541
-4%
清仓
BX
BLACKSTONE GROUP INC
-$372.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$359.0K
29,912
-3%
减持
NKE
NIKE INC
-$354.0K
9,621
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$337.0K
4,946
+1%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$321.0K
0
-100%
增持
GDX
VANECK ETF TRUST
-$315.0K
29,358
+1%
减持
—
ETF MANAGERS TR
-$313.0K
14,555
-13%
清仓
—
BLACKROCK MUNIYIELD CALIF FD
-$311.0K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$295.0K
11,750
-4%
清仓
BLOK
AMPLIFY ETF TR
-$293.0K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$275.0K
52,862
-1%
清仓
XLF
SELECT SECTOR SPDR TR
-$264.0K
0
-100%
减持
AMLP
ALPS ETF TR
-$261.0K
51,165
-3%
清仓
CRM
SALESFORCE COM INC
-$248.0K
0
-100%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$246.0K
20,465
增持
GLD
SPDR GOLD TR
-$238.0K
20,671
+0%
清仓
—
WESTROCK CO
-$233.0K
0
-100%
清仓
KEY
KEYCORP
-$233.0K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$232.0K
0
-100%
增持
NFLX
NETFLIX INC
-$225.0K
1,822
+26%
减持
IYR
ISHARES TR
-$222.0K
11,051
-3%
清仓
PAYC
PAYCOM SOFTWARE INC
-$220.0K
0
-100%
减持
OLN
OLIN CORP
-$219.0K
19,015
-10%
建仓
SHM
SPDR SER TR
+$217.0K
4,600
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$217.0K
1,538
建仓
CI
CIGNA CORP NEW
+$217.0K
825
清仓
REGN
REGENERON PHARMACEUTICALS
-$217.0K
0
-100%
清仓
ARKK
ARK ETF TR
-$216.0K
0
-100%
建仓
SUB
ISHARES TR
+$215.0K
2,050
清仓
UPS
UNITED PARCEL SERVICE INC
-$209.0K
0
-100%
清仓
IAI
ISHARES TR
-$208.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$206.0K
902
+79%
减持
ZTS
ZOETIS INC
-$206.0K
11,917
-0%
清仓
MCO
MOODYS CORP
-$206.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$204.0K
0
-100%
减持
ABBV
ABBVIE INC
-$203.0K
17,522
-2%
减持
HD
HOME DEPOT INC
-$193.0K
6,774
-1%
减持
MRK
MERCK & CO INC
+$185.0K
23,197
-2%
减持
—
ETF MANAGERS TR
-$171.0K
20,359
-4%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$169.0K
9,415
-35%
增持
MO
ALTRIA GROUP INC
-$163.0K
16,999
+0%
减持
CMF
ISHARES TR
-$157.0K
22,674
-8%
减持
MA
MASTERCARD INCORPORATED
-$153.0K
3,145
-2%
建仓
—
OATLY GROUP AB
+$149.0K
42,977
减持
USB
US BANCORP DEL
-$146.0K
20,707
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$145.0K
11,328
-13%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$144.0K
12,413
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$140.0K
1,371
-0%
减持
AWR
AMER STATES WTR CO
-$139.0K
17,049
-1%
增持
EDIT
EDITAS MEDICINE INC
-$139.0K
22,000
+5%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$122.0K
8,840
-14%
减持
EMB
ISHARES TR
-$118.0K
6,508
-5%
减持
F
FORD MTR CO DEL
-$117.0K
19,183
-2%
减持
WFC
WELLS FARGO CO NEW
-$115.0K
10,271
-4%
减持
VTI
VANGUARD INDEX FDS
-$106.0K
2,524
-1%
减持
MKC
MCCORMICK & CO INC
-$101.0K
5,715
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$100.0K
817
-20%
减持
XLV
SELECT SECTOR SPDR TR
-$97.0K
2,436
-18%
减持
ORCL
ORACLE CORP
-$93.0K
6,543
-2%
减持
IEF
ISHARES TR
-$90.0K
7,075
-7%
减持
IEFA
ISHARES TR
-$85.0K
7,662
-1%
减持
IYF
ISHARES TR
-$85.0K
4,066
-7%
减持
CHD
CHURCH & DWIGHT CO INC
-$80.0K
10,985
-1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$77.0K
12,000
-7%
减持
AN
AUTONATION INC
+$74.0K
50,956
-10%
增持
PG
PROCTER AND GAMBLE CO
-$74.0K
8,383
+0%
建仓
PL
PLANET LABS PBC
+$73.0K
16,753
减持
TIP
ISHARES TR
-$73.0K
6,621
-0%
减持
VHT
VANGUARD WORLD FDS
-$68.0K
2,934
-2%
减持
SCI
SERVICE CORP INTL
+$63.0K
35,237
-2%
增持
LQD
ISHARES TR
-$62.0K
8,520
+3%
减持
AZO
AUTOZONE INC
+$61.0K
1,698
-3%
减持
ITA
ISHARES TR
-$60.0K
4,908
-1%
减持
AEE
AMEREN CORP
-$59.0K
4,913
-8%
减持
VOO
VANGUARD INDEX FDS
-$55.0K
645
-4%
增持
KO
COCA COLA CO
+$55.0K
10,387
+7%
增持
SRE
SEMPRA
-$55.0K
3,194
+0%
减持
MCD
MCDONALDS CORP
-$52.0K
5,487
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$43.0K
5,891
-3%
减持
T
AT&T INC
-$40.0K
10,034
-5%
减持
ULTA
ULTA BEAUTY INC
-$40.0K
2,025
-2%
增持
DVY
ISHARES TR
-$36.0K
4,658
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$34.0K
15,482
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$33.0K
8,888
-3%
