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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 45
增持 91
减持 5
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth Index Fund ETF
+$19.6M
195,441
+29%
建仓
AME
Ametek Inc
+$19.5M
118,522
增持
AAPL
Apple Inc
+$19.2M
544,199
+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。
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$17.0M
556,799
+27%
增持
IJR
iShares Core S&P Small-Cap ETF
+$14.4M
376,805
+35%
增持
IVV
iShares Core S&P 500 ETF
+$6.0M
34,793
+41%
增持
MSFT
Microsoft
+$5.8M
57,834
+15%
增持
FPE
First Trust Preferred Securities and Income ETF
+$3.4M
924,140
+22%
增持
AMZN
Amazon.Com Inc
+$2.9M
46,291
+41%
增持
COST
Costco Wholesale
+$2.6M
10,451
+38%
增持
GOOGL
Alphabet Inc
+$2.5M
98,260
+14%
增持
V
Visa Inc
+$2.4M
31,918
+23%
增持
JPM
JPMorgan Chase & Co
+$2.1M
28,861
+50%
增持
PANW
Palo Alto Networks
+$2.1M
34,025
+1%
增持
SCHP
Schwab U.S. TIPS ETF
+$2.0M
118,055
+42%
增持
META
Meta Platforms Inc
+$1.9M
18,589
+18%
增持
NVDA
Nvidia Corp
+$1.7M
19,626
+7%
清仓
PRU
PRUDENTIAL FINL INC
-$1.7M
0
-100%
增持
QQQ
Invesco QQQ Trust
+$1.6M
9,829
+45%
增持
TSLA
Tesla Motors
+$1.5M
15,735
+65%
增持
BRK/B
Berkshire Hathaway
+$1.5M
15,305
+35%
清仓
SCI
SERVICE CORP INTL
-$1.5M
0
-100%
增持
BA
Boeing Co
+$1.5M
20,071
+2%
清仓
MOS
MOSAIC CO NEW
-$1.4M
0
-100%
建仓
VEA
Vanguard FTSE Developed Markets ETF
+$1.4M
28,311
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$1.1M
122,732
+23%
建仓
UNH
UnitedHealth Group
+$1.1M
2,109
增持
TFLO
iShares Treasury Floating Rate B ETF
+$1.1M
35,790
+157%
增持
GOOG
Alphabet Inc. Class C
+$1.1M
22,655
+41%
增持
SPY
SPDR S&P 500 ETF
+$1.0M
6,234
+37%
增持
ICE
Intercontinental Exchange Inc
+$942.8K
22,589
+27%
清仓
PSA
PUBLIC STORAGE
-$936.0K
0
-100%
建仓
XLK
Technology Select Sector SPDR ETF
+$934.7K
4,856
增持
LHX
L3harris
+$924.6K
11,815
+32%
增持
IEI
iShares 3-7 Year Treasury Bond ETF
+$910.4K
10,550
+267%
清仓
GNRC
GENERAC HLDGS INC
-$909.7K
0
-100%
增持
DIS
Walt Disney
+$883.2K
23,606
+53%
增持
NFLX
Netflix Inc
+$862.4K
3,099
+81%
增持
AZO
Autozone Inc Com
+$859.5K
1,691
+22%
增持
FCX
Freeport-Mcmoran Inc
+$842.7K
52,725
+40%
增持
ZTS
Zoetis Inc
+$833.3K
13,551
+28%
增持
NOW
ServiceNow Inc
+$822.0K
3,378
+21%
增持
MA
Mastercard
+$807.8K
3,908
+80%
建仓
IWM
iShares Russell 2000 ETF
+$802.5K
3,998
增持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
+$784.5K
58,423
+35%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
+$758.8K
15,545
+93%
建仓
AFL
Aflac Inc
+$750.8K
9,100
增持
IEMG
iShares Core MSCI Emerging ETF
+$740.6K
20,092
+247%
增持
MS
Morgan Stanley
+$731.7K
25,533
+26%
建仓
BND
Vanguard Total Bond Market ETF
+$701.7K
9,541
增持
XLU
Utilities Select (sector SPDR Fund)
+$698.1K
48,784
+20%
增持
VOO
Vanguard S&P 500 ETF
+$639.0K
2,100
+196%
增持
SBUX
Starbucks Corp Com
+$636.3K
44,394
+12%
增持
STZ
Constellation Brands
+$589.6K
8,821
+44%
增持
HON
Honeywell
+$581.6K
11,602
+16%
建仓
AMD
Advanced Micro Device In
+$579.9K
3,934
增持
HD
Home Depot
+$578.6K
7,645
+12%
增持
TMO
Thermo Fisher
+$545.5K
6,693
+13%
增持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
+$540.1K
21,549
+34%
建仓
GS
Goldman Sachs Group
+$535.1K
1,387
增持
RKT
Rocket Cos Inc Com
+$533.2K
76,295
+9%
增持
SHYG
iShares High Yield Corporat Bond ETF
+$520.9K
50,823
+28%
减持
TLT
iShares TR 20 YR TR (BD Etf)
-$519.6K
46,751
-19%
清仓
—
ACTIVISION BLIZZARD INC
-$516.6K
0
-100%
增持
TGT
Target Corp
+$516.1K
13,187
+7%
建仓
SYK
Stryker Corp
+$515.1K
1,720
建仓
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$485.3K
19,616
增持
MCD
McDonalds
+$473.2K
5,834
+22%
增持
IEFA
iShares Core MSCI EAFE ETF
+$461.5K
16,225
+54%
建仓
MDY
SPDR S&P Midcap 400 ETF
+$454.8K
896
增持
SCHG
Schwab US Large Cap Growth ETF
+$449.8K
40,763
+1%
增持
ABBV
Abbvie Inc Com
+$437.7K
14,613
+19%
清仓
OLN
OLIN CORP
-$426.8K
0
-100%
增持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
+$423.9K
64,872
+7%
增持
COP
Conocophillips Com
+$422.2K
34,734
+15%
增持
JNJ
Johnson & Johnson
+$415.6K
11,679
+29%
增持
AWK
American Water Works
+$406.3K
27,351
+6%
增持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
+$400.4K
15,930
+39%
增持
USB
US Bancorp
+$398.2K
22,108
+31%
增持
VGT
Vanguard Information Technology Index Fund ETF
+$396.1K
1,535
+84%
建仓
GAB
Gabelli Equity CF
+$382.8K
75,353
建仓
EFA
iShares MSCI EAFE ETF
+$381.4K
5,062
建仓
INTU
Intuit Inc
+$378.8K
606
建仓
IVE
iShares S&P 500 Value ETF
+$378.4K
2,176
增持
AN
Autonation Inc Com
+$360.2K
24,952
+12%
增持
GLD
SPDR Gold TR Gold (SHS)
+$355.2K
15,576
+2%
增持
ORCL
Oracle Corp
+$342.3K
26,719
+14%
增持
SCHW
Charles Schwab Corp
+$341.5K
12,822
+30%
增持
PG
Procter & Gamble
+$339.5K
9,631
+31%
增持
VTI
Vanguard Total Stock Market Index Fund ETF
+$338.4K
3,419
+54%
增持
BKLN
Invesco Senior Loan ETF
+$336.2K
152,995
+11%
建仓
IYF
iShares US Financials ETF
+$335.5K
3,928
增持
NKE
Nike Inc Class B Com
+$325.9K
9,258
+30%
增持
CMF
iShares California Muni Bond ETF
+$322.0K
24,816
+22%
建仓
PEP
Pepsico Inc
+$319.9K
1,883
建仓
—
Asml Holding N V F Sponsored ADR
+$317.1K
419
建仓
IJK
iShares S&P Mid Cap 400 GRWTH ETF
+$316.2K
3,991
建仓
AVGO
Broadcom Inc
+$315.3K
282
减持
BAC
Bank Of America Corp
+$312.6K
50,945
-1%
建仓
CRM
Salesforce
+$310.2K
1,179
增持
C
Citigroup Inc
+$297.7K
17,339
+20%
建仓
MRSH
Marsh & MC Lennan Co
+$292.0K
1,541
增持
NEE
Nextera Energy Inc
+$287.3K
39,168
+7%
增持
UPS
United Parcel SRVC Class B
+$285.6K
3,133
+136%
增持
XLE
Energy Select Sector SPDR ETF
+$281.4K
10,093
+62%
减持
ALL
Allstate Corp
+$278.8K
9,919
-0%
建仓
SCHF
Schwab International Equity ETF
+$274.0K
7,414
建仓
TSM
Taiwan Semiconductr F Sponsored ADR
+$267.7K
2,574
增持
CME
CME Group Inc
+$264.0K
9,877
+9%
增持
CVX
Chevron Corp.
+$253.0K
21,121
+23%
清仓
SLB
SCHLUMBERGER LTD
-$249.2K
0
-100%
增持
DE
Deere & Co
+$248.2K
3,871
+12%
建仓
PGR
Progressive Co Ohio
+$240.0K
1,507
建仓
—
Accenture PLC F Class A
+$240.0K
684
建仓
—
Inhibrx Inc
+$239.4K
6,300
增持
KO
Coca-Cola
+$238.9K
12,817
+39%
建仓
MCO
Moodys Corp
+$234.3K
600
建仓
BX
Blackstone Inc
+$234.0K
1,787
建仓
SCHA
Schwab US Small Cap ETF
+$233.6K
4,945
建仓
LMT
Lockheed Martin Corp
+$233.0K
514
增持
SNAP
Snap Inc Class A
+$231.8K
25,880
+12%
建仓
CMCSA
Comcast Corp Class A
+$228.4K
5,209
建仓
AMAT
Applied Materials
+$219.7K
1,355
建仓
CL
Colgate-Palmolive Co
+$217.6K
2,730
清仓
CVS
CVS HEALTH CORP
-$216.0K
0
-100%
建仓
—
Etfmg Prime Cyber Security ETF
+$214.8K
3,555
建仓
ED
Consolidated Edison
+$214.0K
2,352
建仓
—
Ai Powered Equity ETF
+$213.7K
6,002
建仓
BLOK
Amplify TRNSFRMTNL Data SHRNG ETF
+$212.7K
7,126
建仓
MLM
Martin Marietta Material
+$212.0K
425
建仓
SF
Stifel Finl Co
+$211.5K
3,058
建仓
PRF
Invesco FTSE Rafi US 1000 ETF
+$211.2K
6,000
增持
FMB
First Trust Managed Municipal ETF IV
+$211.1K
8,344
+85%
建仓
JAAA
Janus Henderson Aaa Clo ETF IV
+$203.1K
4,038
建仓
IDXX
Idexx Labs Inc
+$200.9K
362
建仓
XLP
SPDR Fund Consumer Staples ETF
+$200.1K
2,778
减持
AMLP
Alps Alerian MLP ETF
-$197.4K
27,844
-15%
增持
MGM
MGM Resorts Intl
+$195.0K
20,232
+5%
增持
IYW
iShares US Technology ETF
+$189.2K
9,741
+2%
增持
FDX
Fedex Corp Com
+$178.2K
6,408
+18%
增持
DIA
SPDR Dow Jones Industrial Avrg ETF
+$168.8K
1,087
+51%
增持
PM
Philip Morris Intl
+$166.3K
6,596
+34%
减持
PFF
iShares Preferred Income Sec ETF IV
-$166.2K
40,855
-14%
增持
MRVL
Marvell Technology Inc
+$155.9K
8,867
+27%
增持
AMGN
Amgen Inc.
+$148.6K
4,659
+5%
增持
MRK
Merck &co. Inc Com
+$146.3K
19,981
+1%
增持
WMT
Wal-Mart
+$145.0K
11,655
+10%
增持
WFC
Wells Fargo & Co
+$144.9K
11,396
+12%
增持
AXP
American Express Co
+$140.8K
2,165
+22%
增持
—
ExxonMobil
-$140.3K
20,690
+10%
