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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 12增持 10减持 109清仓 19

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$22.7M

499,907 -10%

清仓

— PROSHARES TR

-$8.4M

0 -100%

清仓

— PROSHARES TR

-$6.9M

0 -100%

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

VYM VANGUARD WHITEHALL FDS

-$4.7M

436,863 -7%

减持

VUG VANGUARD INDEX FDS

-$4.1M

151,005 -6%

减持

AN AUTONATION INC

-$2.9M

22,373 -41%

减持

IJR ISHARES TR

-$2.4M

280,024 -3%

减持

CVS CVS HEALTH CORP

-$1.9M

3,093 -90%

减持

MSFT MICROSOFT CORP

-$1.7M

50,484 -3%

减持

TLT ISHARES TR

-$1.7M

57,981 -13%

增持

ORCL ORACLE CORP

+$1.7M

23,364 +254%

建仓

ADM ARCHER DANIELS MIDLAND CO

+$1.7M

22,363

建仓

NOW SERVICENOW INC

+$1.6M

2,799

减持

NEE NEXTERA ENERGY INC

-$1.4M

36,512 -22%

建仓

DE DEERE & CO

+$1.3M

3,444

减持

IVV ISHARES TR

-$1.2M

24,666 -7%

减持

V VISA INC

-$1.1M

25,888 -12%

建仓

BIL SPDR SER TR

+$1.1M

11,495

减持

AWK AMERICAN WTR WKS CO INC NEW

-$914.5K

25,873 -10%

建仓

GNRC GENERAC HLDGS INC

+$909.7K

8,349

减持

GOOGL ALPHABET INC

-$896.6K

85,965 -15%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$860.6K

100,029 -15%

减持

META META PLATFORMS INC

-$848.1K

15,698 -19%

减持

JPM JPMORGAN CHASE & CO

-$791.1K

19,290 -22%

减持

CLX CLOROX CO DEL

-$787.6K

9,571 -25%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$777.9K

8,982 -25%

减持

IBB ISHARES TR

-$752.2K

14,897 -27%

减持

XLU SELECT SECTOR SPDR TR

-$724.0K

40,581 -15%

清仓

EPAM EPAM SYS INC

-$714.0K

0 -100%

建仓

TFLO ISHARES TR

+$705.5K

13,905

减持

GLD SPDR GOLD TR

-$695.6K

15,296 -18%

减持

PFF ISHARES TR

-$694.2K

47,777 -31%

减持

PRU PRUDENTIAL FINL INC

-$679.6K

17,770 -34%

减持

SBUX STARBUCKS CORP

-$673.0K

39,728 -8%

减持

FCX FREEPORT-MCMORAN INC

-$660.8K

37,592 -27%

减持

SCI SERVICE CORP INTL

-$611.9K

25,905 -20%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$599.7K

5,942 -14%

减持

SHY ISHARES TR

-$597.7K

60,494 -11%

减持

BOND PIMCO ETF TR

-$577.8K

11,624 -33%

减持

STZ CONSTELLATION BRANDS INC

-$545.0K

6,139 -28%

减持

TGT TARGET CORP

-$515.9K

12,319 -13%

减持

FPE FIRST TR EXCH TRADED FD III

-$511.5K

760,165 -4%

清仓

— ENGAGESMART INC

-$490.3K

0 -100%

减持

JNJ JOHNSON & JOHNSON

-$481.6K

9,085 -21%

减持

PSA PUBLIC STORAGE

-$466.2K

3,552 -26%

减持

HON HONEYWELL INTL INC

-$464.5K

10,023 -10%

清仓

IWF ISHARES TR

-$457.8K

0 -100%

清仓

IWD ISHARES TR

-$438.3K

0 -100%

减持

AWR AMER STATES WTR CO

-$432.2K

11,678 -25%

减持

MS MORGAN STANLEY

-$430.9K

20,195 -17%

减持

BA BOEING CO

-$384.4K

19,659 -0%

减持

MRK MERCK & CO INC

-$364.1K

19,738 -5%

减持

NKE NIKE INC

-$360.9K

7,105 -25%

减持

AMZN AMAZON COM INC

-$357.8K

32,794 -6%

减持

ICE INTERCONTINENTAL EXCHANGE IN

-$353.2K

17,800 -13%

减持

SCHG SCHWAB STRATEGIC TR

-$343.8K

40,318 -8%

减持

SCHW SCHWAB CHARLES CORP

-$328.6K

9,848 -36%

建仓

IEI ISHARES TR

+$325.3K

2,875

减持

ITA ISHARES TR

-$324.0K

2,323 -52%

清仓

GM GENERAL MTRS CO

-$321.2K

0 -100%

减持

CHD CHURCH & DWIGHT CO INC

-$320.4K

10,724 -18%

增持

NVDA NVIDIA CORPORATION

+$299.6K

18,377 +1%

减持

ABBV ABBVIE INC

-$288.9K

12,257 -22%

减持

GDX VANECK ETF TRUST

-$279.7K

11,165 -42%

减持

FDX FEDEX CORP

-$277.9K

5,447 -22%

减持

MA MASTERCARD INCORPORATED

-$266.4K

2,171 -24%

减持

MCD MCDONALDS CORP

-$266.2K

4,771 -7%

减持

MOS MOSAIC CO NEW

-$263.8K

40,444 -17%

减持

BKLN INVESCO EXCH TRADED FD TR II

-$261.2K

138,362 -8%

清仓

SO SOUTHERN CO

-$260.5K

0 -100%

减持

VGT VANGUARD WORLD FDS

-$257.1K

836 -39%

清仓

IYF ISHARES TR

-$252.5K

0 -100%

建仓

SLB SCHLUMBERGER LTD

+$249.2K

4,275

增持

CAT CATERPILLAR INC

+$245.2K

3,586 +20%

清仓

— ETF MANAGERS TR

-$238.1K

0 -100%

清仓

ED CONSOLIDATED EDISON INC

-$234.7K

0 -100%

减持

XLE SELECT SECTOR SPDR TR

-$225.8K

6,249 -36%

减持

CME CME GROUP INC

-$222.2K

9,071 -18%

减持

DIS DISNEY WALT CO

-$221.9K

15,401 -6%

建仓

CARR CARRIER GLOBAL CORPORATION

+$216.0K

3,913

减持

CMF ISHARES TR

-$215.3K

20,348 -13%

清仓

BAB INVESCO EXCH TRADED FD TR II

-$213.7K

0 -100%

清仓

MCO MOODYS CORP

-$212.8K

0 -100%

减持

SUB ISHARES TR

-$212.8K

4,000 -33%

减持

ZTS ZOETIS INC

-$211.3K

10,584 -11%

建仓

UPS UNITED PARCEL SERVICE INC

+$207.0K

1,328

建仓

SHW SHERWIN WILLIAMS CO

+$206.6K

810

减持

AMGN AMGEN INC

+$206.0K

4,440 -0%

清仓

XLP SELECT SECTOR SPDR TR

-$204.0K

0 -100%

清仓

PAYC PAYCOM SOFTWARE INC

-$203.7K

0 -100%

减持

LQD ISHARES TR

-$202.4K

3,911 -30%

建仓

REGN REGENERON PHARMACEUTICALS

+$201.6K

245

清仓

AGG ISHARES TR

-$200.2K

0 -100%

减持

AZO AUTOZONE INC

-$197.3K

1,383 -7%

减持

ISRG INTUITIVE SURGICAL INC

-$194.5K

825 -35%

减持

SPY SPDR S&P 500 ETF TR

-$188.6K

4,565 -5%

减持

— EXXON MOBIL CORP

+$182.8K

18,787 -1%

减持

IYR ISHARES TR

-$175.2K

5,712 -20%

减持

IYW ISHARES TR

-$168.8K

9,593 -11%

减持

IEFA ISHARES TR

-$166.9K

10,567 -16%

减持

BAC BANK AMERICA CORP

-$155.9K

51,232 -6%

减持

NFLX NETFLIX INC

-$151.7K

1,712 -6%

减持

C CITIGROUP INC

-$151.3K

14,447 -11%

减持

PG PROCTER AND GAMBLE CO

-$148.2K

7,349 -9%

减持

OLN OLIN CORP

-$147.5K

8,540 -24%

减持

MKC MCCORMICK & CO INC

-$145.6K

4,547 -19%

减持

QQQ INVESCO QQQ TR

-$145.0K

6,778 -3%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$144.0K

13,213 -7%

减持

CVX CHEVRON CORP NEW

+$131.9K

17,183 -2%

减持

SHM SPDR SER TR

-$125.8K

10,000 -20%

减持

VHT VANGUARD WORLD FDS

-$122.3K

2,545 -14%

减持

RKT ROCKET COS INC

-$120.6K

69,872 -10%

清仓

MUC BLACKROCK MUNIHLDNGS CALI QL

-$119.3K

0 -100%

减持

BSV VANGUARD BD INDEX FDS

-$105.0K

7,828 -15%

增持

SCHP SCHWAB STRATEGIC TR

-$102.1K

83,366 +1%

减持

RTX RTX CORPORATION

-$99.5K

3,054 -6%

减持

FIXD FIRST TR EXCHNG TRADED FD VI

-$97.3K

43,311 -0%

减持

AEE AMEREN CORP

-$96.8K

3,522 -20%

减持

GOOG ALPHABET INC

+$86.8K

16,019 -4%

减持

SHYG ISHARES TR

-$86.7K

39,602 -4%

减持

USB US BANCORP DEL

-$85.9K

16,896 -13%

减持

KO COCA COLA CO

-$80.0K

9,226 -7%

减持

EEM ISHARES TR

-$74.6K

6,035 -21%

减持

ITOT ISHARES TR

-$66.5K

6,422 -6%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$65.3K

5,184 -12%

减持

VTI VANGUARD INDEX FDS

-$62.4K

2,225 -8%

减持

IEMG ISHARES INC

-$60.4K

5,793 -15%

减持

VZ VERIZON COMMUNICATIONS INC

-$57.0K

8,798 -4%

减持

PSX PHILLIPS 66

+$55.9K

2,566 -3%

清仓

PL PLANET LABS PBC

-$53.9K

0 -100%

减持

COST COSTCO WHSL CORP NEW

-$53.4K

7,549 -6%

增持

MINT PIMCO ETF TR

+$52.5K

16,080 +3%

减持

F FORD MTR CO DEL

-$52.0K

18,074 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$50.7K

11,300 -4%

增持

MO ALTRIA GROUP INC

-$46.7K

17,490 +1%

减持

MRVL MARVELL TECHNOLOGY INC

-$45.5K

7,000 -1%

增持

TSLA TESLA INC

+$44.6K

9,530 +7%

增持

SNAP SNAP INC

-$43.0K

23,162 +10%

减持

XLV SELECT SECTOR SPDR TR

-$42.9K

1,971 -12%

减持

PYPL PAYPAL HLDGS INC

-$39.9K

4,356 -1%

增持

HD HOME DEPOT INC

-$37.1K

6,854 +1%

减持

CSX CSX CORP

-$32.1K

7,032 -3%

减持

MDLZ MONDELEZ INTL INC

-$32.0K

3,332 -8%

减持

DVY ISHARES TR

-$31.1K

3,188 -3%

清仓

— TINGO GROUP INC

-$30.3K

0 -100%

减持

NOC NORTHROP GRUMMAN CORP

-$29.5K

868 -4%

增持

SRE SEMPRA

-$28.0K

5,925 +100%

减持

PM PHILIP MORRIS INTL INC

-$27.5K

4,908 -1%

减持

LLY ELI LILLY & CO

+$25.1K

1,146 -9%

减持

AMLP ALPS ETF TR

-$21.5K

32,733 -9%