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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 132 项
建仓 6
增持 47
减持 70
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$19.5M
567,599
-0%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$8.8M
151,307
-74%
减持
VUG
VANGUARD INDEX FDS
+$5.4M
160,560
-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。
建仓
SCHP
SCHWAB STRATEGIC TR
+$4.3M
80,423
减持
VGT
VANGUARD WORLD FDS
-$3.5M
1,366
-89%
减持
MSFT
MICROSOFT CORP
+$2.4M
52,195
-1%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
18,235
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.3M
432,510
-2%
建仓
PRU
PRUDENTIAL FINL INC
+$2.0M
23,815
减持
—
PROSHARES TR
-$1.8M
695,508
-1%
增持
META
META PLATFORMS INC
+$1.8M
19,553
+0%
减持
GOOGL
ALPHABET INC
+$1.5M
103,971
-1%
增持
TLT
ISHARES TR
+$1.3M
67,911
+14%
增持
TSLA
TESLA INC
+$1.1M
13,221
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
115,113
+26%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.1M
793,746
-3%
减持
AN
AUTONATION INC
+$885.0K
38,107
-3%
减持
—
ENGAGESMART INC
-$865.7K
40,683
-57%
减持
—
PROSHARES TR
-$743.4K
678,270
-0%
增持
AMZN
AMAZON COM INC
+$741.0K
34,381
+3%
减持
COP
CONOCOPHILLIPS
-$713.8K
32,815
-2%
增持
IJR
ISHARES TR
+$707.9K
288,184
+0%
减持
IVV
ISHARES TR
+$659.0K
27,112
-1%
减持
CVS
CVS HEALTH CORP
-$579.0K
28,393
-2%
增持
IEFA
ISHARES TR
+$463.0K
12,732
+102%
增持
BA
BOEING CO
+$434.0K
19,653
+0%
减持
V
VISA INC
+$398.1K
30,469
-2%
减持
CVX
CHEVRON CORP NEW
-$392.5K
17,720
-3%
减持
SCHG
SCHWAB STRATEGIC TR
+$383.3K
45,377
-2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$372.1K
4,500
-63%
减持
NEE
NEXTERA ENERGY INC
-$370.9K
46,651
-2%
增持
FDX
FEDEX CORP
+$364.3K
6,231
+2%
增持
GLD
SPDR GOLD TR
+$354.5K
20,048
+2%
建仓
IEMG
ISHARES INC
+$333.1K
6,828
增持
COST
COSTCO WHSL CORP NEW
+$331.9K
8,061
+0%
增持
SCHW
SCHWAB CHARLES CORP
-$317.3K
11,854
+5%
增持
CLX
CLOROX CO DEL
+$310.7K
11,437
+7%
减持
JNJ
JOHNSON & JOHNSON
-$301.6K
12,057
-2%
减持
BAC
BANK AMERICA CORP
-$294.4K
54,354
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$281.3K
5,301
+7%
增持
GOOG
ALPHABET INC
+$273.1K
17,861
+0%
增持
CME
CME GROUP INC
+$266.0K
11,120
+3%
增持
ZTS
ZOETIS INC
+$264.0K
11,109
+3%
清仓
—
SANDY SPRING BANCORP INC
-$258.9K
0
-100%
增持
HON
HONEYWELL INTL INC
-$253.9K
11,122
+0%
清仓
—
KELLOGG CO
-$237.0K
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$233.8K
29,287
-1%
清仓
PFE
PFIZER INC
-$225.1K
0
-100%
减持
—
ETF MANAGERS TR
-$223.3K
7,660
-51%
建仓
UAL
UNITED AIRLS HLDGS INC
+$221.3K
5,000
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$219.6K
0
-100%
减持
MRK
MERCK & CO INC
-$217.5K
20,858
-5%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$216.7K
0
-100%
减持
SBUX
STARBUCKS CORP
+$210.1K
43,472
-0%
减持
MGM
MGM RESORTS INTERNATIONAL
+$207.5K
19,285
-0%
建仓
REGN
REGENERON PHARMACEUTICALS
+$205.4K
250
建仓
SNPS
SYNOPSYS INC
+$200.8K
520
减持
IYW
ISHARES TR
+$185.9K
11,109
-2%
清仓
T
AT&T INC
-$184.8K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$181.6K
48,865
-1%
减持
AMLP
ALPS ETF TR
-$180.9K
35,871
-13%
增持
PFF
ISHARES TR
+$160.5K
66,385
+6%
减持
RKT
ROCKET COS INC
+$155.3K
79,209
-1%
减持
HD
HOME DEPOT INC
-$151.3K
6,783
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$149.3K
18,883
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$148.0K
11,788
-0%
减持
SHY
ISHARES TR
-$146.9K
70,286
-4%
减持
DIS
DISNEY WALT CO
+$139.7K
16,986
-5%
减持
AWR
AMER STATES WTR CO
-$138.3K
15,447
-5%
减持
MINT
PIMCO ETF TR
-$138.2K
18,165
-7%
减持
JPM
JPMORGAN CHASE & CO
-$137.2K
22,540
-2%
增持
USB
US BANCORP DEL
-$131.7K
19,499
+1%
增持
VTI
VANGUARD INDEX FDS
+$115.1K
2,972
+16%
减持
SCI
SERVICE CORP INTL
-$112.6K
32,476
-4%
增持
—
ETF MANAGERS TR
+$112.3K
15,755
+8%
减持
FCX
FREEPORT-MCMORAN INC
+$103.9K
52,836
-2%
减持
ABBV
ABBVIE INC
-$95.0K
16,224
-2%
减持
MOS
MOSAIC CO NEW
+$91.7K
50,532
-0%
增持
CHD
CHURCH & DWIGHT CO INC
+$91.6K
10,140
+2%
减持
IYR
ISHARES TR
-$91.2K
8,381
-12%
增持
EPAM
EPAM SYS INC
-$88.4K
3,338
+1%
增持
MCD
MCDONALDS CORP
+$88.1K
5,375
+0%
增持
NKE
NIKE INC
+$78.6K
9,621
+2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$71.5K
46,885
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.0K
7,287
-3%
减持
MS
MORGAN STANLEY
+$66.2K
24,234
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$63.4K
640
-7%
增持
CMF
ISHARES TR
+$62.4K
23,824
+2%
减持
PSA
PUBLIC STORAGE
-$57.1K
4,929
-11%
增持
EMB
ISHARES TR
+$57.0K
5,970
+10%
增持
MA
MASTERCARD INCORPORATED
+$50.7K
2,899
+1%
减持
GDX
VANECK ETF TRUST
+$49.1K
20,180
-4%
减持
DVY
ISHARES TR
-$48.9K
3,718
-7%
增持
STZ
CONSTELLATION BRANDS INC
-$47.4K
8,295
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$42.9K
20,702
+0%
减持
OLN
OLIN CORP
-$41.1K
12,890
-10%
减持
EEM
ISHARES TR
-$41.0K
7,740
-15%
增持
VOO
VANGUARD INDEX FDS
+$39.5K
731
+9%
减持
IBB
ISHARES TR
-$38.3K
5,650
-3%
减持
GE
GENERAL ELECTRIC CO
+$36.2K
3,117
-0%
减持
IYF
ISHARES TR
-$36.1K
3,384
-8%
增持
CAT
CATERPILLAR INC
-$31.8K
2,982
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$31.4K
14,814
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$28.1K
1,309
-4%
减持
BOND
PIMCO ETF TR
+$23.8K
19,428
-1%
减持
C
CITIGROUP INC
+$22.0K
16,483
-1%
减持
SHYG
ISHARES TR
+$21.4K
41,227
-1%
清仓
NAGE
CHROMADEX CORP
-$20.2K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$19.9K
8,291
+0%
减持
PYPL
PAYPAL HLDGS INC
+$18.8K
4,414
-1%
增持
MO
ALTRIA GROUP INC
-$17.7K
17,668
+0%
减持
AZO
AUTOZONE INC
-$17.2K
1,532
-0%
减持
—
EXXON MOBIL CORP
-$16.0K
18,859
-0%
增持
PM
PHILIP MORRIS INTL INC
-$15.5K
4,877
+1%
清仓
—
CELULARITY INC
-$15.5K
0
-100%
清仓
—
ESPORTS ENTMT GROUP INC
-$15.3K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$13.0K
3,608
+1%
减持
AEE
AMEREN CORP
-$12.3K
4,498
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$9.2K
3,152
+0%
增持
LLY
LILLY ELI & CO
+$8.7K
1,304
+9%
减持
MCO
MOODYS CORP
-$8.4K
712
-12%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$7.1K
754
-3%
增持
SRE
SEMPRA
-$6.6K
3,250
+1%
增持
XLV
SELECT SECTOR SPDR TR
-$6.5K
2,384
+3%
增持
HYMB
SPDR SER TR
+$5.7K
10,220
+100%
增持
MKC
MCCORMICK & CO INC
+$5.4K
5,612
+1%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$4.7K
10,892
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$3.7K
9,090
+0%
减持
LQD
ISHARES TR
-$2.7K
5,706
-4%
减持
SNAP
SNAP INC
+$2.1K
18,820
-19%
减持
ITA
ISHARES TR
-$1.8K
4,498
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$355
9,176
-2%
