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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 138 项
建仓 9
增持 46
减持 78
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$14.7M
558,316
-2%
减持
VUG
VANGUARD INDEX FDS
+$5.2M
159,912
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.2M
470,212
+9%
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
MSFT
MICROSOFT CORP
+$2.6M
51,921
-1%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
18,189
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$2.3M
33,803
+6%
增持
IBB
ISHARES TR
+$1.8M
20,274
+259%
减持
—
PROSHARES TR
-$1.8M
602,660
-11%
减持
—
PROSHARES TR
-$1.5M
655,812
-6%
减持
META
META PLATFORMS INC
+$1.4M
19,377
-1%
减持
GOOGL
ALPHABET INC
+$1.4M
101,470
-2%
增持
AN
AUTONATION INC
+$1.2M
38,138
+0%
增持
AMZN
AMAZON COM INC
+$975.4K
34,724
+1%
增持
IJR
ISHARES TR
+$974.5K
289,432
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$773.4K
9,741
-48%
清仓
—
ETF MANAGERS TR
-$753.4K
0
-100%
减持
IVV
ISHARES TR
+$696.4K
26,568
-2%
增持
JPM
JPMORGAN CHASE & CO
+$651.4K
24,674
+9%
减持
MOS
MOSAIC CO NEW
-$614.8K
48,675
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$595.2K
6,914
-5%
减持
TGT
TARGET CORP
-$542.7K
14,238
-3%
减持
ABBV
ABBVIE INC
-$469.8K
15,705
-3%
增持
CHD
CHURCH & DWIGHT CO INC
+$406.5K
13,000
+28%
减持
TSLA
TESLA INC
-$402.9K
8,939
-32%
增持
PRU
PRUDENTIAL FINL INC
+$395.3K
26,817
+13%
减持
GLD
SPDR GOLD TR
-$355.1K
18,613
-7%
减持
TLT
ISHARES TR
-$352.3K
66,751
-2%
增持
COP
CONOCOPHILLIPS
+$328.6K
34,743
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$318.5K
43,706
-4%
减持
COST
COSTCO WHSL CORP NEW
+$313.1K
8,021
-0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$302.5K
0
-100%
减持
—
ENGAGESMART INC
-$292.9K
25,683
-37%
增持
FDX
FEDEX CORP
+$291.0K
6,942
+11%
减持
EPAM
EPAM SYS INC
-$284.0K
3,177
-5%
减持
SHY
ISHARES TR
-$278.8K
67,784
-4%
清仓
IEI
ISHARES TR
-$261.8K
0
-100%
建仓
SO
SOUTHERN CO
+$260.5K
3,708
增持
SCHW
SCHWAB CHARLES CORP
+$248.3K
15,337
+29%
减持
MINT
PIMCO ETF TR
-$245.1K
15,615
-14%
增持
CLX
CLOROX CO DEL
+$232.2K
12,839
+12%
减持
DIS
DISNEY WALT CO
-$230.6K
16,467
-3%
减持
SBUX
STARBUCKS CORP
-$227.7K
43,399
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$220.2K
11,757
-4%
建仓
SHEL
SHELL PLC
+$216.5K
3,585
增持
STZ
CONSTELLATION BRANDS INC
+$214.2K
8,483
+2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$205.8K
1,538
清仓
REGN
REGENERON PHARMACEUTICALS
-$205.4K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$204.0K
2,751
增持
ZTS
ZOETIS INC
+$203.8K
11,920
+7%
建仓
PAYC
PAYCOM SOFTWARE INC
+$203.7K
634
减持
BOND
PIMCO ETF TR
-$202.5K
17,458
-10%
建仓
AGG
ISHARES TR
+$200.2K
2,044
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$193.8K
43,441
-7%
减持
XLU
SELECT SECTOR SPDR TR
-$192.2K
47,608
-3%
增持
HON
HONEYWELL INTL INC
+$190.5K
11,162
+0%
增持
ORCL
ORACLE CORP
+$179.0K
6,608
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$171.8K
28,850
-1%
减持
GOOG
ALPHABET INC
+$167.7K
16,742
-6%
减持
MRK
MERCK & CO INC
+$163.0K
20,765
-0%
减持
CDZI
CADIZ INC
-$163.0K
55,337
-42%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$152.5K
20,441
-1%
减持
IYW
ISHARES TR
+$144.2K
10,795
-3%
减持
V
VISA INC
+$143.3K
29,530
-3%
减持
LLY
LILLY ELI & CO
+$142.6K
1,259
-3%
减持
NKE
NIKE INC
-$142.4K
9,425
-2%
减持
SCI
SERVICE CORP INTL
-$141.6K
32,391
-0%
减持
OLN
OLIN CORP
-$141.1K
11,175
-13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$132.1K
117,569
+2%
减持
CVX
CHEVRON CORP NEW
-$125.7K
17,576
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$115.9K
14,243
-4%
减持
QQQ
INVESCO QQQ TR
-$107.9K
6,966
-17%
增持
HD
HOME DEPOT INC
+$106.2K
6,786
+0%
清仓
—
OATLY GROUP AB
-$104.0K
0
-100%
增持
WMT
WALMART INC
+$102.2K
10,833
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$101.2K
1,274
-3%
增持
NEE
NEXTERA ENERGY INC
-$100.7K
47,105
+1%
减持
FCX
FREEPORT-MCMORAN INC
-$98.9K
51,565
-2%
减持
CME
CME GROUP INC
-$91.2K
11,002
-1%
减持
IYR
ISHARES TR
-$90.0K
7,182
-14%
减持
PSA
PUBLIC STORAGE
-$87.1K
4,804
-3%
减持
IEF
ISHARES TR
-$74.9K
8,075
-6%
减持
GDX
VANECK ETF TRUST
-$72.7K
19,267
-5%
减持
MA
MASTERCARD INCORPORATED
+$72.2K
2,862
-1%
减持
VTI
VANGUARD INDEX FDS
-$71.6K
2,429
-18%
增持
USB
US BANCORP DEL
-$67.4K
19,507
+0%
减持
SRE
SEMPRA
-$64.0K
2,961
-9%
增持
PFF
ISHARES TR
+$62.1K
69,015
+4%
减持
DVY
ISHARES TR
-$61.4K
3,303
-11%
减持
AZO
AUTOZONE INC
-$55.8K
1,488
-3%
减持
WFC
WELLS FARGO CO NEW
+$52.6K
10,181
-0%
增持
ITA
ISHARES TR
+$52.5K
4,887
+9%
增持
CAT
CATERPILLAR INC
+$51.5K
2,983
+0%
增持
MUB
ISHARES TR
+$51.3K
2,500
+25%
增持
IWF
ISHARES TR
+$51.3K
1,664
+0%
增持
MS
MORGAN STANLEY
-$47.5K
24,359
+1%
增持
IVW
ISHARES TR
+$46.0K
6,004
+2%
增持
—
EXXON MOBIL CORP
-$41.9K
18,892
+0%
增持
SNAP
SNAP INC
+$38.4K
21,064
+12%
减持
CMF
ISHARES TR
-$36.8K
23,374
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$36.4K
4,828
-9%
减持
KO
COCA COLA CO
-$36.1K
9,905
-2%
增持
CVS
CVS HEALTH CORP
+$30.7K
30,964
+9%
建仓
—
TINGO GROUP INC
+$30.3K
25,000
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$28.5K
11,962
+1%
减持
AEE
AMEREN CORP
-$28.3K
4,412
-2%
减持
JNJ
JOHNSON & JOHNSON
+$27.8K
11,458
-5%
减持
C
CITIGROUP INC
-$27.4K
16,193
-2%
减持
RKT
ROCKET COS INC
-$25.5K
77,249
-2%
减持
LQD
ISHARES TR
-$24.1K
5,561
-3%
增持
BA
BOEING CO
-$22.2K
19,666
+0%
增持
AWR
AMER STATES WTR CO
-$22.1K
15,528
+1%
减持
MO
ALTRIA GROUP INC
-$21.3K
17,267
-2%
减持
MCD
MCDONALDS CORP
+$20.3K
5,104
-5%
建仓
—
DERMATA THERAPEUTICS INC
+$19.8K
12,000
减持
BKLN
INVESCO EXCH TRADED FD TR II
+$18.2K
150,447
-1%
建仓
—
PRENETICS GLOBAL LTD
+$17.8K
20,000
减持
FPE
FIRST TR EXCH TRADED FD III
-$16.7K
792,201
-0%
减持
AMLP
ALPS ETF TR
+$16.4K
35,778
-0%
增持
EMB
ISHARES TR
+$16.3K
6,140
+3%
增持
PSX
PHILLIPS 66
-$15.7K
2,646
+0%
减持
—
ETF MANAGERS TR
+$14.9K
7,556
-1%
减持
VOO
VANGUARD INDEX FDS
+$13.0K
707
-3%
减持
PG
PROCTER AND GAMBLE CO
-$12.7K
8,041
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$12.0K
2,235
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$11.4K
9,199
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$10.5K
3,259
+3%
增持
MDLZ
MONDELEZ INTL INC
+$10.4K
3,609
+0%
增持
SHYG
ISHARES TR
-$6.8K
41,292
+0%
减持
MCO
MOODYS CORP
-$5.1K
612
-14%
增持
NOC
NORTHROP GRUMMAN CORP
-$4.9K
903
+0%
减持
IEFA
ISHARES TR
-$4.3K
12,546
-1%
减持
BAC
BANK AMERICA CORP
+$4.1K
54,326
-0%
减持
IEMG
ISHARES INC
+$3.0K
6,819
-0%
增持
PM
PHILIP MORRIS INTL INC
+$2.1K
4,936
+1%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$2.1K
10,980
+1%
减持
EEM
ISHARES TR
-$1.8K
7,675
-1%
增持
HYMB
SPDR SER TR
+$1.7K
10,300
+1%
增持
SCHP
SCHWAB STRATEGIC TR
-$1
82,233
+2%
