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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 26
增持 43
减持 71
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
NVDA
Nvidia Corp
+$12.3M
24,418
+24%
减持
AAPL
Apple Inc
-$12.3M
539,347
-1%
减持
VUG
Vanguard Growth Index Fund ETF
+$4.6M
189,764
-3%
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 High Dividend Yield Index Fund ETF
+$4.1M
547,872
-2%
减持
MSFT
Microsoft
-$2.3M
46,197
-20%
减持
META
Meta Platforms Inc
+$2.2M
18,021
-3%
增持
AMZN
Amazon.Com Inc
+$1.8M
48,852
+6%
建仓
GBTC
Grayscale Bitcoin TR BTC
+$1.7M
27,575
建仓
ADBE
Adobe Inc
+$1.6M
3,214
清仓
ADM
Archer-Daniels-Midland Co
-$1.6M
0
-100%
减持
BA
Boeing Co
-$1.4M
20,070
-0%
减持
TSLA
Tesla Motors
-$1.3M
14,836
-6%
减持
SBUX
Starbucks Corp Com
-$1.2M
33,305
-25%
建仓
JBL
Jabil Circuit Inc
+$1.1M
8,271
减持
IVV
iShares Core S&P 500 ETF
+$1.0M
33,562
-4%
减持
AME
Ametek Inc
+$1.0M
112,372
-5%
增持
JPM
JPMorgan Chase & Co
+$1.0M
29,506
+2%
建仓
NVO
Novo-Nordisk As Vormal F Sponsored ADR
+$946.2K
7,369
减持
COST
Costco Wholesale
-$939.2K
8,134
-22%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$914.1K
22,018
+445%
建仓
PWR
Quanta Services Inc
+$913.2K
3,515
清仓
C
Citigroup Inc
-$891.9K
0
-100%
减持
BRK/B
Berkshire Hathaway
-$846.4K
10,968
-28%
减持
GOOGL
Alphabet Inc
+$677.6K
95,432
-3%
建仓
—
ProShares Short S&P 500 ETF
+$666.5K
56,195
增持
AVGO
Broadcom Inc
+$633.2K
715
+154%
减持
AZO
Autozone Inc Com
+$626.3K
1,586
-6%
增持
MRK
Merck &co. Inc Com
+$585.6K
20,947
+5%
减持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
-$563.4K
46,848
-20%
减持
V
Visa Inc
+$553.3K
31,759
-0%
增持
HD
Home Depot
+$540.4K
8,315
+9%
增持
LLY
Lilly Eli & Co
+$490.3K
1,575
+25%
清仓
UCON
First Trust TCW Unconstrained Plus Bond ETF
-$485.3K
0
-100%
建仓
VTEB
Vanguard Muni BND Tax
+$470.6K
9,300
清仓
SRE
Sempra
-$467.6K
0
-100%
增持
SCHG
Schwab US Large Cap Growth ETF
+$409.5K
40,888
+0%
减持
TGT
Target Corp
+$407.7K
12,899
-2%
增持
COP
Conocophillips Com
+$402.5K
34,838
+0%
减持
ORCL
Oracle Corp
+$394.5K
25,567
-4%
增持
TMO
Thermo Fisher
+$374.7K
6,757
+1%
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$371.7K
11,810
-26%
减持
PANW
Palo Alto Networks
-$367.8K
34,018
-0%
增持
ZTS
Zoetis Inc
-$352.8K
13,721
+1%
增持
QQQ
Invesco QQQ Trust
+$345.3K
9,843
+0%
减持
NFLX
Netflix Inc
+$340.5K
3,045
-2%
增持
—
ExxonMobil
+$337.7K
20,701
+0%
减持
ABBV
Abbvie Inc Com
+$337.3K
14,288
-2%
减持
AN
Autonation Inc Com
+$335.1K
24,655
-1%
增持
CAT
Caterpillar
+$333.8K
3,878
+5%
建仓
XHB
SPDR S&P Homebuilders
+$333.1K
2,985
减持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
-$331.1K
61,030
-6%
增持
BAC
Bank Of America Corp
+$324.8K
53,801
+6%
增持
SPY
SPDR S&P 500 ETF
+$318.6K
6,274
+1%
减持
FPE
First Trust Preferred Securities and Income ETF
-$311.9K
881,586
-5%
建仓
—
Linde PLC F
+$310.6K
669
减持
AWK
American Water Works
-$296.9K
27,110
-1%
建仓
HACK
Amplify Cybersecurity ETF
+$287.9K
4,490
增持
BX
Blackstone Inc
+$281.3K
3,922
+119%
减持
DIS
Walt Disney
+$276.8K
19,681
-17%
减持
DE
Deere & Co
-$271.7K
3,107
-20%
增持
WMT
Wal-Mart
+$268.5K
34,999
+200%
建仓
DELL
Dell Technologies Inc Class C
+$265.9K
2,330
增持
SHW
Sherwin Williams Co
+$261.9K
1,591
+71%
减持
TLT
iShares TR 20 YR TR (BD Etf)
-$257.1K
46,139
-1%
减持
GOOG
Alphabet Inc. Class C
+$247.5K
22,595
-0%
增持
CVX
Chevron Corp.
+$244.4K
21,521
+2%
增持
INTU
Intuit Inc
+$242.6K
956
+58%
建仓
—
BlackRock Inc
+$235.9K
283
建仓
TRV
Travelers
+$235.4K
1,023
建仓
CMG
Chipotle Mexican GRL
+$229.6K
79
建仓
URI
United Rentals Inc
+$228.6K
317
建仓
—
Aon PLC F Class A
+$225.6K
676
减持
GLD
SPDR Gold TR Gold (SHS)
+$223.5K
15,561
-0%
减持
STZ
Constellation Brands
+$222.0K
8,664
-2%
建仓
APO
Apollo Global MGMT Inc N
+$217.8K
1,937
建仓
AIEQ
Amplify Ai Powered Equity ETF
+$217.5K
5,962
建仓
IBIT
iShares Bitcoin ETF
+$217.3K
5,370
清仓
—
Etfmg Prime Cyber Security ETF
-$214.8K
0
-100%
清仓
ED
Consolidated Edison
-$214.0K
0
-100%
清仓
—
Ai Powered Equity ETF
-$213.7K
0
-100%
建仓
QCOM
Qualcomm Inc
+$213.2K
1,259
建仓
XLF
Select STR Financial Select SPDR ETF
+$211.2K
5,013
建仓
—
Trane Technologies PLC F
+$210.4K
701
清仓
UAL
United Airlines HLDGS
-$206.3K
0
-100%
建仓
IJJ
iShares S&P Mid Cap 400 Value ETF
+$205.6K
1,737
建仓
DHR
Danaher Corp
+$205.5K
823
增持
LMT
Lockheed Martin Corp
+$204.2K
961
+87%
建仓
VRTX
Vertex Pharmaceutica
+$202.3K
484
清仓
IDXX
Idexx Labs Inc
-$200.9K
0
-100%
增持
XLE
Energy Select Sector SPDR ETF
+$200.8K
11,089
+10%
增持
MRVL
Marvell Technology Inc
+$200.8K
10,377
+17%
清仓
XLP
SPDR Fund Consumer Staples ETF
-$200.1K
0
-100%
减持
IJR
iShares Core S&P Small-Cap ETF
-$194.0K
367,310
-3%
减持
ICE
Intercontinental Exchange Inc
+$185.2K
22,457
-1%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$184.0K
116,359
-5%
减持
MA
Mastercard
+$183.5K
3,842
-2%
减持
NKE
Nike Inc Class B Com
-$177.3K
8,810
-5%
增持
GE
General Electric Co
+$173.7K
3,359
+3%
增持
IEI
iShares 3-7 Year Treasury Bond ETF
+$163.3K
12,080
+15%
增持
SCHW
Charles Schwab Corp
+$158.3K
14,383
+12%
减持
FDX
Fedex Corp Com
+$156.4K
6,135
-4%
减持
AWR
American States Water Co
-$140.4K
11,577
-5%
增持
SYK
Stryker Corp
+$136.3K
1,820
+6%
减持
HON
Honeywell
-$131.9K
11,212
-3%
减持
CLX
Clorox Co Com
-$129.2K
7,974
-16%
减持
AMD
Advanced Micro Device In
+$127.5K
3,919
-0%
减持
MCD
McDonalds
-$124.0K
5,696
-2%
增持
CARR
Carrier Global Corp
+$118.7K
5,476
+58%
减持
KO
Coca-Cola
-$111.4K
10,525
-18%
增持
CHD
Church &dwight Co
+$109.4K
11,212
+0%
减持
IYW
iShares US Technology ETF
+$107.6K
9,650
-1%
减持
NEE
Nextera Energy Inc
+$106.0K
38,883
-1%
减持
JNJ
Johnson & Johnson
-$103.3K
10,919
-7%
增持
IWM
iShares Russell 2000 ETF
+$98.3K
4,283
+7%
减持
EDIT
Editas Medicine Incorpor
-$96.7K
17,000
-23%
减持
UPS
United Parcel SRVC Class B
-$95.0K
2,675
-15%
减持
CMF
iShares California Muni Bond ETF
-$89.1K
23,440
-6%
减持
XLU
Utilities Select (sector SPDR Fund)
+$88.8K
48,412
-1%
减持
SCHP
Schwab U.S. TIPS ETF
-$88.3K
116,453
-1%
增持
SNAP
Snap Inc Class A
-$87.5K
30,543
+18%
减持
BND
Vanguard Total Bond Market ETF
-$84.9K
8,493
-11%
减持
BSV
Vanguard Short-Term Bond ETF
-$84.5K
8,188
-11%
减持
AXP
American Express Co
+$81.5K
2,139
-1%
减持
IBB
iShares Biotechnology ETF
-$80.0K
13,370
-5%
减持
HDV
iShares Core High (dividend Etf)
-$78.3K
2,885
-26%
增持
MO
Altria Group Inc
+$74.8K
21,238
+1%
减持
IEFA
iShares Core MSCI EAFE ETF
-$74.8K
14,371
-11%
减持
PSX
Phillips 66
+$73.8K
2,604
-1%
减持
FCX
Freeport-Mcmoran Inc
+$72.0K
49,267
-7%
减持
XLK
Technology Select Sector SPDR ETF
+$71.5K
4,831
-1%
增持
PEP
Pepsico Inc
+$70.1K
2,228
+18%
减持
PLTR
Palantir Technologies In Class A
+$69.1K
12,573
-2%
增持
CME
CME Group Inc
+$68.6K
9,981
+1%
增持
—
Accenture PLC F Class A
+$66.0K
883
+29%
增持
IVW
iShares S&P 500 Growth ETF
+$65.9K
6,990
+0%
减持
PYPL
Paypal Holdings Incorpor
-$63.6K
4,114
-26%
减持
VTI
Vanguard Total Stock Market Index Fund ETF
+$63.2K
3,364
-2%
增持
LHX
L3harris
+$63.2K
11,974
+1%
建仓
QS
Quantumscape Corp Class A
+$62.9K
10,000
增持
UNH
UnitedHealth Group
-$61.6K
2,120
+1%
减持
HYZD
Wisdomtree Int RT HDG HGH YLD ETF
-$57.4K
18,000
-14%
减持
AMAT
Applied Materials
+$56.4K
1,338
-1%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$55.9K
25,916
-8%
增持
MDY
SPDR S&P Midcap 400 ETF
+$55.2K
916
+2%
增持
RTX
RTX Corp
+$54.3K
4,037
+0%
减持
NOC
Northrop Grumman Co
-$53.1K
513
-20%
减持
EMB
iShares JP Morgan Usd Emerging Marke
-$52.4K
5,337
-10%
减持
TIP
iShares TIPS Bond ETF
-$48.7K
4,083
-10%
增持
VHT
Vanguard Health Care ETF
+$48.1K
2,409
+0%
减持
GDX
Vaneck Gold Miners ETF
-$47.5K
10,236
-14%
