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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 138 项
建仓 14
增持 29
减持 91
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$6.1M
570,264
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$5.2M
443,079
-2%
减持
TSLA
TESLA INC
-$1.9M
12,967
-1%
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
+$1.8M
681,062
+29%
减持
BA
BOEING CO
+$1.4M
19,638
-0%
减持
AMZN
AMAZON COM INC
-$1.1M
33,455
-4%
减持
GOOGL
ALPHABET INC
-$1.0M
104,777
-2%
减持
TLT
ISHARES TR
-$963.3K
59,639
-11%
减持
IJR
ISHARES TR
+$913.5K
286,977
-5%
减持
PFF
ISHARES TR
-$784.0K
62,628
-26%
增持
CVX
CHEVRON CORP NEW
+$727.8K
18,295
+3%
减持
V
VISA INC
+$692.4K
31,149
-4%
减持
SHY
ISHARES TR
-$619.4K
72,953
-9%
增持
MSFT
MICROSOFT CORP
+$606.8K
52,706
+2%
减持
JPM
JPMORGAN CHASE & CO
+$595.4K
22,926
-3%
减持
VUG
VANGUARD INDEX FDS
-$574.2K
162,657
-1%
减持
SBUX
STARBUCKS CORP
+$572.6K
43,514
-2%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$555.1K
29,682
-3%
减持
PYPL
PAYPAL HLDGS INC
-$532.6K
4,442
-55%
减持
FPE
FIRST TR EXCH TRADED FD III
-$530.5K
818,719
-4%
减持
FCX
FREEPORT-MCMORAN INC
+$506.6K
54,148
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$500.5K
12,271
-0%
减持
HON
HONEYWELL INTL INC
+$468.5K
11,104
-3%
增持
—
EXXON MOBIL CORP
+$468.0K
18,894
+2%
减持
NVDA
NVIDIA CORPORATION
+$450.7K
18,288
-0%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$446.0K
579,932
-5%
减持
MRK
MERCK & CO INC
+$444.6K
21,958
-5%
清仓
LYFT
LYFT INC
-$433.0K
0
-100%
减持
META
META PLATFORMS INC
-$407.1K
19,527
-4%
减持
ABBV
ABBVIE INC
+$386.7K
16,587
-3%
减持
SCI
SERVICE CORP INTL
+$363.3K
33,935
-1%
减持
MOS
MOSAIC CO NEW
-$349.3K
50,756
-5%
减持
COP
CONOCOPHILLIPS
+$328.9K
33,449
-5%
增持
HD
HOME DEPOT INC
+$316.1K
6,817
+2%
减持
NKE
NIKE INC
+$296.1K
9,436
-3%
减持
XLE
SELECT SECTOR SPDR TR
+$291.4K
19,588
-1%
减持
EPAM
EPAM SYS INC
-$285.5K
3,315
-13%
减持
VGT
VANGUARD WORLD FDS
-$284.9K
12,705
-10%
减持
LQD
ISHARES TR
-$281.8K
5,958
-33%
减持
AZO
AUTOZONE INC
+$281.1K
1,534
-6%
建仓
GE
GENERAL ELECTRIC CO
+$261.9K
3,124
增持
PG
PROCTER AND GAMBLE CO
+$260.7K
8,265
+5%
减持
GLD
SPDR GOLD TR
+$251.7K
19,563
-1%
增持
NEE
NEXTERA ENERGY INC
+$250.7K
47,449
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$248.2K
49,493
+0%
增持
CAT
CATERPILLAR INC
+$247.2K
2,981
+5%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$241.0K
0
-100%
建仓
CDZI
CADIZ INC
+$239.9K
95,950
建仓
MDLZ
MONDELEZ INTL INC
+$239.9K
3,579
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$230.3K
7,504
-2%
建仓
MCO
MOODYS CORP
+$226.2K
812
建仓
CSX
CSX CORP
+$225.7K
7,284
建仓
PFE
PFIZER INC
+$225.1K
4,393
增持
BAC
BANK AMERICA CORP
+$223.9K
55,825
+4%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$219.6K
924
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$216.7K
1,538
建仓
OLED
UNIVERSAL DISPLAY CORP
+$216.1K
2,000
减持
FDX
FEDEX CORP
-$215.3K
6,113
-29%
减持
COST
COSTCO WHSL CORP NEW
-$213.8K
8,046
-2%
清仓
PAYC
PAYCOM SOFTWARE INC
-$209.0K
0
-100%
建仓
SUSA
ISHARES TR
+$205.8K
2,500
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$185.7K
91,286
-11%
增持
MCD
MCDONALDS CORP
+$184.7K
5,368
+1%
减持
AWR
AMER STATES WTR CO
+$184.4K
16,331
-4%
减持
IVV
ISHARES TR
+$181.3K
27,293
-5%
增持
CLX
CLOROX CO DEL
+$167.0K
10,682
+3%
增持
—
PROSHARES TR
+$163.5K
700,241
+3%
减持
ZTS
ZOETIS INC
-$161.1K
10,815
-8%
减持
MA
MASTERCARD INCORPORATED
+$159.9K
2,884
-3%
减持
JNJ
JOHNSON & JOHNSON
+$159.4K
12,286
-0%
减持
GOOG
ALPHABET INC
-$153.5K
17,857
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$145.8K
9,328
-18%
减持
AMGN
AMGEN INC
+$143.0K
4,447
-2%
减持
TGT
TARGET CORP
-$140.8K
14,615
-6%
增持
PM
PHILIP MORRIS INTL INC
+$139.3K
4,840
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$138.4K
4,937
+1%
减持
AN
AUTONATION INC
-$130.0K
39,469
-8%
减持
WMT
WALMART INC
+$129.2K
10,813
-1%
增持
MO
ALTRIA GROUP INC
+$121.2K
17,634
+4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$114.0K
20,626
-7%
减持
CME
CME GROUP INC
-$102.3K
10,815
-3%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$102.0K
8,050
-33%
减持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$101.9K
11,000
-46%
减持
CVS
CVS HEALTH CORP
-$99.2K
28,853
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$96.3K
11,269
-4%
减持
PSA
PUBLIC STORAGE
-$95.6K
5,519
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$95.0K
7,100
-15%
减持
OLN
OLIN CORP
+$90.5K
14,290
-8%
减持
AMLP
ALPS ETF TR
-$87.7K
41,170
-9%
增持
CMF
ISHARES TR
+$85.6K
23,269
+3%
减持
ISRG
INTUITIVE SURGICAL INC
+$82.5K
1,366
-9%
减持
C
CITIGROUP INC
-$72.1K
16,601
-16%
增持
VHT
VANGUARD WORLD FDS
+$71.0K
2,943
+0%
减持
ITA
ISHARES TR
+$70.5K
4,644
-6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$68.8K
11,821
-3%
减持
GDX
VANECK ETF TRUST
-$68.3K
21,065
-24%
减持
IBB
ISHARES TR
+$68.0K
5,850
-2%
减持
MS
MORGAN STANLEY
+$67.5K
24,248
-4%
减持
STZ
CONSTELLATION BRANDS INC
-$64.8K
8,290
-4%
增持
DIS
DISNEY WALT CO
-$62.0K
17,968
+4%
减持
KO
COCA COLA CO
+$58.7K
10,135
-2%
减持
—
ETF MANAGERS TR
-$57.5K
15,677
-10%
增持
IEFA
ISHARES TR
+$57.1K
6,297
+0%
增持
LLY
LILLY ELI & CO
+$55.0K
1,200
+1%
减持
MKC
MCCORMICK & CO INC
+$51.6K
5,562
-3%
减持
CHD
CHURCH & DWIGHT CO INC
+$49.9K
9,985
-6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$46.9K
3,150
-5%
减持
USB
US BANCORP DEL
+$39.6K
19,345
-2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$35.2K
46,475
+1%
增持
MINT
PIMCO ETF TR
+$32.0K
19,615
+2%
减持
XLV
SELECT SECTOR SPDR TR
+$28.0K
2,319
-2%
减持
PSX
PHILLIPS 66
+$27.2K
2,644
-14%
减持
EMB
ISHARES TR
+$27.1K
5,415
-0%
减持
VTI
VANGUARD INDEX FDS
+$25.5K
2,571
-1%
减持
ED
CONSOLIDATED EDISON INC
+$24.4K
2,596
-0%
减持
IYR
ISHARES TR
-$23.2K
9,535
-6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$22.9K
777
-5%
建仓
NAGE
CHROMADEX CORP
+$20.2K
12,000
增持
VOO
VANGUARD INDEX FDS
+$19.3K
670
+2%
清仓
—
HUT 8 MNG CORP
-$18.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$16.9K
14,707
-3%
增持
SRE
SEMPRA
+$16.7K
3,223
+0%
建仓
—
CELULARITY INC
+$15.5K
12,000
建仓
—
ESPORTS ENTMT GROUP INC
+$15.3K
200,000
减持
DVY
ISHARES TR
-$13.4K
4,018
-14%
减持
IYF
ISHARES TR
+$10.8K
3,668
-7%
减持
RKT
ROCKET COS INC
-$8.7K
80,329
-11%
减持
SHYG
ISHARES TR
-$8.1K
41,499
-3%
增持
SCHG
SCHWAB STRATEGIC TR
-$6.1K
46,327
+0%
增持
—
KELLOGG CO
+$6.0K
3,326
+0%
减持
EEM
ISHARES TR
-$4.6K
9,140
-9%
减持
F
FORD MTR CO DEL
-$4.5K
18,274
-5%
减持
MUB
ISHARES TR
+$4.0K
2,000
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.7K
9,068
-5%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$2.3K
10,805
+1%
增持
SNAP
SNAP INC
-$2.1K
23,337
+9%
减持
IYW
ISHARES TR
+$2.1K
11,345
-1%
建仓
—
IDEANOMICS INC
+$1.6K
10,000
