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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 140 项
建仓 4
增持 35
减持 88
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
VYM
VANGUARD WHITEHALL FDS
-$4.8M
450,495
-4%
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$4.5M
0
-100%
增持
—
PROSHARES TR
+$3.8M
679,899
+54%
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。
增持
—
PROSHARES TR
+$3.5M
529,680
+55%
减持
IJR
ISHARES TR
-$2.5M
301,017
-3%
增持
BA
BOEING CO
+$2.1M
19,680
+860%
减持
VUG
VANGUARD INDEX FDS
-$1.8M
164,702
-1%
增持
GOOGL
ALPHABET INC
-$1.7M
107,456
+1853%
减持
IVV
ISHARES TR
-$1.4M
28,732
-7%
减持
AN
AUTONATION INC
-$1.3M
42,847
-16%
减持
MSFT
MICROSOFT CORP
-$1.3M
51,666
-0%
减持
FDX
FEDEX CORP
-$850.0K
8,567
-8%
清仓
ULTA
ULTA BEAUTY INC
-$780.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$770.0K
102,616
-5%
减持
AAPL
APPLE INC
-$759.0K
580,049
-2%
减持
V
VISA INC
-$751.0K
32,530
-2%
减持
VGT
VANGUARD WORLD FDS
-$726.0K
14,099
-9%
减持
FPE
FIRST TR EXCH TRADED FD III
-$669.0K
855,374
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$649.0K
30,490
-2%
增持
NVDA
NVIDIA CORPORATION
-$550.0K
18,303
+0%
减持
META
META PLATFORMS INC
-$544.0K
20,318
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$524.0K
611,794
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$470.0K
12,175
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$466.0K
49,473
-6%
减持
SCI
SERVICE CORP INTL
-$453.0K
34,346
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$434.0K
46,066
-12%
减持
GLD
SPDR GOLD TR
-$415.0K
19,832
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$406.0K
7,694
-3%
增持
SUB
ISHARES TR
+$401.0K
6,000
+193%
减持
FCX
FREEPORT-MCMORAN INC
-$390.0K
56,760
-14%
减持
ABBV
ABBVIE INC
-$390.0K
17,090
-2%
减持
CME
CME GROUP INC
-$383.0K
11,098
-3%
增持
TSLA
TESLA INC
+$380.0K
13,034
+185%
增持
SHM
SPDR SER TR
+$359.0K
12,500
+172%
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TR
-$304.0K
0
-100%
减持
SHYG
ISHARES TR
-$302.0K
42,700
-14%
减持
ZTS
ZOETIS INC
-$302.0K
11,771
-1%
减持
JNJ
JOHNSON & JOHNSON
-$297.0K
12,312
-5%
减持
TIP
ISHARES TR
-$280.0K
4,521
-32%
减持
CHD
CHURCH & DWIGHT CO INC
-$263.0K
10,567
-4%
建仓
IEI
ISHARES TR
+$254.0K
2,225
减持
HON
HONEYWELL INTL INC
-$245.0K
11,446
-8%
减持
EPAM
EPAM SYS INC
+$242.0K
3,789
-1%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$241.0K
7,316
减持
JPM
JPMORGAN CHASE & CO
-$225.0K
23,726
-1%
清仓
MMM
3M CO
-$225.0K
0
-100%
清仓
PFE
PFIZER INC
-$223.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$217.0K
0
-100%
增持
GOOG
ALPHABET INC
-$215.0K
18,076
+1924%
减持
OLN
OLIN CORP
-$214.0K
15,540
-18%
减持
PG
PROCTER AND GAMBLE CO
-$213.0K
7,861
-6%
清仓
CSX
CSX CORP
-$212.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$212.0K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$209.0K
634
建仓
MUB
ISHARES TR
+$207.0K
2,018
增持
SHY
ISHARES TR
+$205.0K
80,542
+5%
清仓
SUSA
ISHARES TR
-$202.0K
0
-100%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$202.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$200.0K
8,343
-4%
清仓
AGG
ISHARES TR
-$200.0K
0
-100%
减持
IYR
ISHARES TR
-$191.0K
10,141
-8%
减持
COST
COSTCO WHSL CORP NEW
-$180.0K
8,230
-3%
减持
EEM
ISHARES TR
-$179.0K
10,075
-24%
增持
NKE
NIKE INC
-$178.0K
9,691
+1%
减持
COP
CONOCOPHILLIPS
+$174.0K
35,330
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$169.0K
19,744
-11%
减持
RKT
ROCKET COS INC
-$169.0K
90,377
-10%
减持
PSA
PUBLIC STORAGE
-$168.0K
5,609
-3%
增持
PYPL
PAYPAL HLDGS INC
+$164.0K
9,867
+1%
减持
USB
US BANCORP DEL
-$158.0K
19,703
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$154.0K
22,163
-3%
减持
MA
MASTERCARD INCORPORATED
-$149.0K
2,965
-6%
减持
AMZN
AMAZON COM INC
+$147.0K
34,904
-2%
减持
AZO
AUTOZONE INC
-$147.0K
1,635
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$142.0K
12,321
-2%
减持
CLX
CLOROX CO DEL
-$139.0K
10,378
-1%
减持
GDX
VANECK ETF TRUST
-$132.0K
27,853
-5%
减持
MCD
MCDONALDS CORP
-$125.0K
5,333
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$125.0K
15,118
-2%
减持
EMB
ISHARES TR
-$124.0K
5,433
-17%
增持
TLT
ISHARES TR
+$123.0K
67,362
+14%
减持
MRK
MERCK & CO INC
-$123.0K
23,127
-0%
减持
IEFA
ISHARES TR
-$120.0K
6,292
-18%
减持
SPY
SPDR S&P 500 ETF TR
-$116.0K
4,901
-1%
减持
MOS
MOSAIC CO NEW
-$115.0K
53,310
-6%
减持
—
ETF MANAGERS TR
-$111.0K
17,407
-14%
减持
AMLP
ALPS ETF TR
-$108.0K
45,273
-12%
减持
NFLX
NETFLIX INC
+$108.0K
1,812
-1%
增持
MINT
PIMCO ETF TR
+$107.0K
19,315
+6%
减持
PFF
ISHARES TR
-$105.0K
85,123
-0%
增持
IEF
ISHARES TR
+$104.0K
8,625
+22%
减持
SCHW
SCHWAB CHARLES CORP
+$100.0K
11,720
-0%
减持
C
CITIGROUP INC
-$99.0K
19,760
-1%
减持
—
EXXON MOBIL CORP
-$91.0K
18,507
-7%
减持
SBUX
STARBUCKS CORP
+$88.0K
44,440
-7%
增持
SCHG
SCHWAB STRATEGIC TR
-$87.0K
46,236
+1%
减持
WMT
WALMART INC
+$85.0K
10,872
-0%
减持
NEE
NEXTERA ENERGY INC
-$85.0K
47,389
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$85.0K
8,646
-3%
减持
TGT
TARGET CORP
+$82.0K
15,629
-1%
减持
AEE
AMEREN CORP
-$81.0K
4,508
-8%
减持
IBB
ISHARES TR
-$71.0K
5,983
-9%
增持
MKC
MCCORMICK & CO INC
-$66.0K
5,755
+1%
增持
PM
PHILIP MORRIS INTL INC
-$65.0K
4,220
+0%
增持
SNAP
SNAP INC
-$64.0K
21,505
+3%
减持
AWR
AMER STATES WTR CO
-$63.0K
17,028
-0%
减持
CMF
ISHARES TR
-$60.0K
22,494
-1%
增持
T
AT&T INC
-$56.0K
10,039
+0%
减持
MS
MORGAN STANLEY
+$51.0K
25,240
-1%
减持
DVY
ISHARES TR
-$50.0K
4,648
-0%
减持
DIS
DISNEY WALT CO
-$49.0K
17,203
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$41.0K
3,306
+2%
增持
ITA
ISHARES TR
-$38.0K
4,928
+0%
减持
CVX
CHEVRON CORP NEW
-$37.0K
17,789
-1%
增持
VHT
VANGUARD WORLD FDS
-$32.0K
2,939
+0%
清仓
—
HIVE BLOCKCHAIN TECHNLGIES L
-$30.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$28.0K
8,350
-6%
增持
LQD
ISHARES TR
-$27.0K
8,884
+4%
减持
—
KELLOGG CO
-$27.0K
3,319
-8%
增持
PANW
PALO ALTO NETWORKS INC
-$27.0K
31,803
+200%
减持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$26.0K
20,389
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$25.0K
2,367
-3%
减持
MO
ALTRIA GROUP INC
-$25.0K
16,957
-0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$24.0K
5,892
+0%
增持
LLY
LILLY ELI & CO
+$23.0K
1,188
+7%
减持
HD
HOME DEPOT INC
-$21.0K
6,657
-2%
减持
IYF
ISHARES TR
-$19.0K
3,936
-3%
增持
PSX
PHILLIPS 66
+$19.0K
3,071
+10%
减持
CVS
CVS HEALTH CORP
+$16.0K
29,230
-2%
清仓
—
EVOFEM BIOSCIENCES INC
-$11.0K
0
-100%
减持
CI
CIGNA CORP NEW
+$11.0K
821
-0%
增持
VTI
VANGUARD INDEX FDS
-$10.0K
2,596
+3%
减持
WFC
WELLS FARGO CO NEW
+$9.0K
10,217
-1%
增持
BAC
BK OF AMERICA CORP
+$9.0K
53,821
+4%
增持
VOO
VANGUARD INDEX FDS
-$9.0K
655
+2%
减持
NOK
NOKIA CORP
-$5.0K
15,500
-0%
增持
SRE
SEMPRA
+$5.0K
3,208
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.0K
1,495
+9%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$4.0K
10,721
+1%
增持
F
FORD MTR CO DEL
+$3.0K
19,334
+1%
