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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 75
减持 52
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
+$18.7M
527,712
-2%
增持
NVDA
Nvidia Corp
+$7.9M
242,152
+892%
增持
VUG
Vanguard Growth Index Fund ETF
+$6.2M
191,228
+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。
增持
GOOGL
Alphabet Inc
+$3.2M
96,756
+1%
清仓
TGT
Target Corp
-$2.3M
0
-100%
增持
SYK
Stryker Corp
+$1.8M
7,280
+300%
减持
IJR
iShares Core S&P Small-Cap ETF
-$1.8M
364,076
-1%
增持
MSFT
Microsoft
+$1.6M
46,990
+2%
增持
DELL
Dell Technologies Inc Class C
+$1.4M
12,079
+418%
增持
IVV
iShares Core S&P 500 ETF
+$1.2M
34,502
+3%
减持
FCX
Freeport-Mcmoran Inc
-$928.1K
28,568
-42%
减持
COST
Costco Wholesale
+$916.6K
8,089
-1%
增持
CDZI
Cadiz Inc
+$895.5K
366,687
+348%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
-$821.9K
551,983
+1%
增持
AMZN
Amazon.Com Inc
+$797.0K
49,723
+2%
增持
SPY
SPDR S&P 500 ETF
+$790.4K
7,482
+19%
增持
GOOG
Alphabet Inc. Class C
+$729.4K
22,733
+1%
清仓
—
ProShares Short S&P 500 ETF
-$666.5K
0
-100%
减持
DIS
Walt Disney
-$624.8K
17,961
-9%
增持
QQQ
Invesco QQQ Trust
+$602.8K
10,380
+5%
减持
V
Visa Inc
-$546.0K
31,688
-0%
减持
SBUX
Starbucks Corp Com
-$492.9K
32,766
-2%
增持
TFLO
iShares Treasury Floating Rate B ETF
+$454.9K
44,160
+26%
增持
TSLA
Tesla Motors
+$442.5K
15,416
+4%
增持
NEE
Nextera Energy Inc
+$392.5K
40,637
+5%
增持
META
Meta Platforms Inc
+$392.0K
18,132
+1%
增持
COP
Conocophillips Com
-$362.0K
35,602
+2%
建仓
NRG
NRG Energy Inc
+$357.6K
4,593
增持
SCHG
Schwab US Large Cap Growth ETF
+$353.6K
41,102
+1%
清仓
XHB
SPDR S&P Homebuilders
-$333.1K
0
-100%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$332.2K
28,488
+29%
减持
BA
Boeing Co
-$331.4K
19,460
-3%
建仓
—
Eaton Corp PLC F
+$319.5K
1,019
建仓
PH
Parker-Hannifin Corp
+$314.1K
621
建仓
CSM
ProShares Large Cap Core Plus ETF
+$310.1K
5,000
增持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
+$299.5K
8,727
+18%
减持
CLX
Clorox Co Com
-$293.7K
6,794
-15%
清仓
PLTR
Palantir Technologies In Class A
-$289.3K
0
-100%
减持
BMY
Bristol-Myers Squibb
-$281.7K
12,075
-16%
清仓
MUB
iShares National Muni Bond ETF
-$276.3K
0
-100%
清仓
AMAT
Applied Materials
-$276.1K
0
-100%
清仓
PYPL
Paypal Holdings Incorpor
-$275.6K
0
-100%
减持
ORCL
Oracle Corp
+$275.1K
24,693
-3%
增持
HD
Home Depot
-$267.1K
8,490
+2%
减持
CAT
Caterpillar
-$262.4K
3,479
-10%
增持
AMLP
Alps Alerian MLP ETF
+$257.3K
30,588
+20%
增持
AVGO
Broadcom Inc
+$255.5K
749
+5%
增持
GBTC
Grayscale Bitcoin TR BTC
-$244.3K
28,130
+2%
减持
MCD
McDonalds
-$243.2K
5,348
-6%
建仓
QUAL
iShares MSCI USA QLTY Fact ETF
+$234.5K
1,373
减持
WMT
Wal-Mart
+$234.1K
34,560
-1%
减持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
-$228.8K
42,132
-10%
建仓
UBER
Uber Technologies Inc
+$227.6K
3,131
清仓
—
Aon PLC F Class A
-$225.6K
0
-100%
建仓
IWF
iShares Russell 1000 Growth ETF
+$225.1K
617
建仓
ALNY
Alnylam Pharmaceutl
+$224.5K
924
清仓
—
Inhibrx Inc
-$220.2K
0
-100%
清仓
CMCSA
Comcast Corp Class A
-$220.1K
0
-100%
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$217.8K
9,440
-20%
减持
SHM
SPDR Nuven BLM SHT TM MPL BND ETF
-$214.9K
5,500
-45%
建仓
COWZ
Pacer US Cash Cows 100 ETF
+$214.9K
3,943
建仓
TJX
TJX Companies Inc
+$213.4K
1,938
清仓
IJJ
iShares S&P Mid Cap 400 Value ETF
-$205.6K
0
-100%
建仓
PSTG
Pure Storage Inc
+$205.5K
3,200
增持
PG
Procter & Gamble
+$204.1K
9,681
+13%
增持
IBIT
iShares Bitcoin ETF
+$200.7K
12,245
+128%
增持
JBL
Jabil Circuit Inc
-$192.5K
8,414
+2%
增持
ADBE
Adobe Inc
+$181.5K
3,246
+1%
减持
NKE
Nike Inc Class B Com
-$181.0K
8,583
-3%
增持
AMGN
Amgen Inc.
+$177.1K
4,761
+3%
增持
TSM
Taiwan Semiconductr F Sponsored ADR
+$173.4K
2,791
+22%
减持
VWO
Vanguard FTSE Emerging Markets ETF
+$172.7K
115,014
-1%
减持
USB
US Bancorp
-$172.0K
19,794
-8%
减持
BRK/B
Berkshire Hathaway
-$169.2K
10,922
-0%
增持
TMO
Thermo Fisher
-$168.0K
6,798
+1%
减持
SHW
Sherwin Williams Co
-$167.6K
1,290
-19%
减持
ABBV
Abbvie Inc Com
-$166.2K
14,201
-1%
减持
NFLX
Netflix Inc
+$165.2K
2,985
-2%
减持
AMD
Advanced Micro Device In
-$164.0K
3,350
-15%
增持
MRK
Merck &co. Inc Com
-$162.8K
21,011
+0%
减持
MA
Mastercard
-$159.6K
3,833
-0%
增持
CME
CME Group Inc
-$159.4K
10,119
+1%
减持
AWK
American Water Works
+$158.6K
26,880
-1%
增持
CARR
Carrier Global Corp
+$158.1K
7,552
+38%
增持
PWR
Quanta Services Inc
+$156.0K
4,208
+20%
增持
URI
United Rentals Inc
+$154.3K
592
+87%
增持
XLU
Utilities Select (sector SPDR Fund)
+$153.4K
48,894
+1%
增持
LHX
L3harris
+$144.2K
12,004
+0%
减持
DE
Deere & Co
-$143.3K
3,032
-2%
增持
XLK
Technology Select Sector SPDR ETF
+$133.8K
5,039
+4%
减持
STZ
Constellation Brands
-$133.2K
8,634
-0%
减持
GLD
SPDR Gold TR Gold (SHS)
+$131.0K
15,498
-0%
增持
HON
Honeywell
+$129.5K
11,383
+2%
增持
AN
Autonation Inc Com
-$116.4K
24,884
+1%
减持
SCHW
Charles Schwab Corp
-$103.1K
12,720
-12%
增持
ISRG
Intuitive Surgical
+$102.0K
1,070
+14%
增持
SCHP
Schwab U.S. TIPS ETF
+$96.3K
118,640
+2%
增持
GS
Goldman Sachs Group
+$95.5K
1,492
+8%
减持
NOW
ServiceNow Inc
-$95.5K
2,913
-7%
增持
FDX
Fedex Corp Com
+$94.8K
6,244
+2%
减持
BAC
Bank Of America Corp
+$92.5K
53,625
-0%
增持
TLT
iShares TR 20 YR TR (BD Etf)
-$92.2K
46,562
+1%
减持
LLY
Lilly Eli & Co
+$92.1K
1,455
-8%
减持
XLE
Energy Select Sector SPDR ETF
-$87.3K
10,528
-5%
增持
VGT
Vanguard Information Technology Index Fund ETF
+$84.2K
1,440
+1%
减持
GE
General Electric Co
-$80.9K
3,200
-5%
减持
FPE
First Trust Preferred Securities and Income ETF
-$77.2K
875,105
-1%
增持
VOO
Vanguard S&P 500 ETF
+$75.6K
1,913
+4%
增持
UNH
UnitedHealth Group
+$73.6K
2,204
+4%
减持
RKT
Rocket Cos Inc Com
-$72.0K
78,363
-0%
增持
MDY
SPDR S&P Midcap 400 ETF
+$67.2K
1,078
+18%
增持
QCOM
Qualcomm Inc
+$62.8K
1,385
+10%
增持
IVW
iShares S&P 500 Growth ETF
+$61.0K
7,037
+1%
减持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
-$55.4K
60,449
-1%
增持
JNJ
Johnson & Johnson
-$55.4K
11,439
+5%
增持
PSX
Phillips 66
-$53.9K
2,631
+1%
减持
JPM
JPMorgan Chase & Co
+$52.9K
29,481
-0%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$52.5K
25,247
-3%
减持
MS
Morgan Stanley
+$50.3K
25,096
-1%
增持
XLV
Select Sector Health Care SPDR ETF
+$49.4K
2,156
+20%
减持
CMF
iShares California Muni Bond ETF
-$48.5K
22,859
-2%
减持
PM
Philip Morris Intl
+$48.5K
6,318
-2%
减持
VTI
Vanguard Total Stock Market Index Fund ETF
-$47.2K
3,092
-8%
增持
APO
Apollo Global MGMT Inc N
+$46.3K
2,237
+15%
减持
SHYG
iShares High Yield Corporat Bond ETF
-$45.8K
50,048
-1%
增持
MO
Altria Group Inc
+$42.2K
21,265
+0%
减持
—
ExxonMobil
-$40.3K
20,552
-1%
减持
UPS
United Parcel SRVC Class B
-$38.1K
2,627
-2%
增持
RTX
RTX Corp
+$37.7K
4,297
+6%
增持
CRM
Salesforce
-$36.8K
1,238
+5%
增持
AFL
Aflac Inc
+$35.8K
9,201
+1%
增持
CHD
Church &dwight Co
+$34.8K
11,616
+4%
减持
IYR
iShares US Real Estate ETF
-$34.8K
5,692
-4%
减持
SNAP
Snap Inc Class A
+$34.2K
23,166
-24%
增持
MGM
MGM Resorts Intl
-$33.8K
20,732
+2%
减持
ICE
Intercontinental Exchange Inc
-$33.2K
22,304
-1%
增持
XLF
Select STR Financial Select SPDR ETF
+$30.0K
5,865
+17%
增持
BX
Blackstone Inc
+$29.4K
4,399
+12%
增持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
+$27.5K
21,464
+1%
增持
CMG
Chipotle Mexican GRL
+$27.2K
4,100
+5090%
增持
TIP
iShares TIPS Bond ETF
+$25.4K
4,345
+6%
清仓
CXAI
Cxapp Inc Class A
-$24.5K
0
-100%
增持
CI
The CIGNA Group
-$23.2K
822
+1%
增持
ITA
iShares US Aerospace Defense ETF
+$22.7K
2,536
+7%
减持
F
Ford Motor Co
-$22.2K
18,038
-4%
增持
DVY
iShares Select Dividend ETF
+$21.4K
3,523
+7%
增持
IWM
iShares Russell 2000 ETF
+$21.2K
4,544
+6%
增持
MKC
McCormick &company
-$21.2K
5,372
+3%
增持
PEP
Pepsico Inc
-$20.8K
2,238
+0%
增持
IEI
iShares 3-7 Year Treasury Bond ETF
+$20.1K
12,290
+2%
