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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 95
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc
+$12.5M
530,528
+1%
增持
IEMG
iShares Core MSCI Emerging ETF
+$10.2M
196,423
+908%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$6.2M
558,839
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。
+1%
减持
SCHP
Schwab U.S. TIPS ETF
-$5.9M
4,241
-96%
建仓
BINC
BlackRock Flexible Income ETF
+$4.4M
82,014
增持
IJR
iShares Core S&P Small-Cap ETF
+$4.2M
367,678
+1%
增持
VUG
Vanguard Growth Index Fund ETF
+$2.6M
192,985
+1%
增持
NVDA
Nvidia Corp
+$2.2M
264,764
+9%
减持
GOOGL
Alphabet Inc
-$1.7M
95,954
-1%
增持
CSM
ProShares Large Cap Core Plus ETF
+$1.4M
25,714
+414%
增持
IVV
iShares Core S&P 500 ETF
+$1.3M
34,934
+1%
增持
SPY
SPDR S&P 500 ETF
+$1.2M
9,140
+22%
减持
META
Meta Platforms Inc
+$1.1M
17,905
-1%
增持
VTI
Vanguard Total Stock Market Index Fund ETF
+$925.6K
6,190
+100%
清仓
JBL
Jabil Circuit Inc
-$915.4K
0
-100%
增持
AVGO
Broadcom Inc
+$912.4K
12,269
+1538%
减持
DE
Deere & Co
-$872.8K
623
-79%
增持
TMO
Thermo Fisher
+$846.0K
7,445
+10%
建仓
NXST
Nexstar Media Group Inc Com CL A
+$826.8K
5,000
增持
FPE
First Trust Preferred Securities and Income ETF
+$776.0K
882,202
+1%
增持
MSFT
Microsoft
-$768.1K
47,024
+0%
增持
HD
Home Depot
+$734.8K
9,026
+6%
增持
ORCL
Oracle Corp
+$730.8K
24,750
+0%
增持
XLU
Utilities Select (sector SPDR Fund)
+$719.4K
50,149
+3%
减持
TSLA
Tesla Motors
+$704.4K
14,352
-7%
增持
ZTS
Zoetis Inc
+$694.7K
15,470
+15%
增持
IBIT
iShares Bitcoin ETF
+$665.0K
29,975
+145%
增持
GLD
SPDR Gold TR Gold (SHS)
+$652.7K
16,395
+6%
增持
PWR
Quanta Services Inc
+$625.2K
5,683
+35%
增持
ICE
Intercontinental Exchange Inc
+$614.1K
22,829
+2%
减持
GBTC
Grayscale Bitcoin TR BTC
-$596.2K
17,850
-37%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
+$590.2K
21,520
+32%
增持
BRK/B
Berkshire Hathaway
+$588.5K
10,932
+0%
增持
BA
Boeing Co
-$578.8K
19,489
+0%
增持
NEE
Nextera Energy Inc
+$566.5K
40,743
+0%
增持
V
Visa Inc
+$565.0K
32,305
+2%
建仓
SRE
Sempra
+$530.1K
6,338
减持
SBUX
Starbucks Corp Com
+$518.7K
31,485
-4%
增持
WMT
Wal-Mart
+$482.7K
34,957
+1%
减持
MGM
MGM Resorts Intl
-$482.3K
11,232
-46%
增持
AWK
American Water Works
+$479.1K
27,017
+1%
增持
NOW
ServiceNow Inc
+$477.5K
3,096
+6%
减持
GOOG
Alphabet Inc. Class C
-$455.6K
22,215
-2%
减持
AN
Autonation Inc Com
+$445.6K
24,657
-1%
减持
RKT
Rocket Cos Inc Com
+$427.2K
78,207
-0%
增持
QQQ
Invesco QQQ Trust
+$413.2K
11,036
+6%
增持
LMT
Lockheed Martin Corp
+$405.2K
1,461
+52%
减持
VWO
Vanguard FTSE Emerging Markets ETF
+$395.9K
113,457
-1%
增持
JPM
JPMorgan Chase & Co
+$377.2K
30,068
+2%
增持
VOO
Vanguard S&P 500 ETF
+$369.4K
2,514
+31%
增持
AZO
Autozone Inc Com
+$357.9K
1,606
+1%
增持
TLT
iShares TR 20 YR TR (BD Etf)
+$353.9K
47,170
+1%
增持
CAT
Caterpillar
+$324.9K
3,793
+9%
增持
SHW
Sherwin Williams Co
+$315.0K
1,834
+42%
增持
DIA
SPDR Dow Jones Industrial Avrg ETF
+$309.8K
1,737
+60%
增持
COP
Conocophillips Com
-$294.6K
35,882
+1%
减持
IBB
iShares Biotechnology ETF
-$287.7K
10,706
-20%
增持
CME
CME Group Inc
+$274.3K
10,259
+1%
增持
MCD
McDonalds
+$271.3K
5,366
+0%
清仓
APO
Apollo Global MGMT Inc N
-$264.1K
0
-100%
增持
LHX
L3harris
+$251.6K
12,391
+3%
增持
MS
Morgan Stanley
+$250.9K
25,806
+3%
增持
JNJ
Johnson & Johnson
+$249.7K
11,858
+4%
建仓
XLP
SPDR Fund Consumer Staples ETF
+$248.9K
2,999
增持
CDZI
Cadiz Inc
+$248.4K
455,921
+24%
减持
COST
Costco Wholesale
+$246.1K
8,033
-1%
建仓
MU
Micron Technology
+$245.1K
2,363
增持
—
Linde PLC F
+$240.0K
1,119
+67%
建仓
TGT
Target Corp
+$234.3K
1,503
建仓
—
Aon PLC F Class A
+$233.9K
676
减持
CVX
Chevron Corp.
-$231.1K
21,464
-1%
建仓
ED
Consolidated Edison
+$227.6K
2,186
清仓
UBER
Uber Technologies Inc
-$227.6K
0
-100%
清仓
VRTX
Vertex Pharmaceutica
-$226.9K
0
-100%
清仓
F
Ford Motor Co
-$226.2K
0
-100%
增持
HDV
iShares Core High (dividend Etf)
+$225.7K
4,585
+59%
建仓
IJJ
iShares S&P Mid Cap 400 Value ETF
+$214.8K
1,737
增持
AFL
Aflac Inc
+$211.3K
9,240
+0%
建仓
CMCSA
Comcast Corp Class A
+$210.3K
5,035
建仓
PEG
Pub SVC Enterpise GP
+$206.9K
2,319
增持
MRK
Merck &co. Inc Com
-$206.3K
21,089
+0%
清仓
PSTG
Pure Storage Inc
-$205.5K
0
-100%
建仓
VCIT
VGRD Itc ETF DV
+$202.2K
2,414
增持
UNH
UnitedHealth Group
+$202.0K
2,265
+3%
建仓
ILCB
iShares Morningstar US Equity ETF
+$200.9K
2,536
增持
SYK
Stryker Corp
+$200.7K
7,412
+2%
建仓
SCHD
Schwab US Dividend Equity ETF
+$200.0K
2,366
增持
RTX
RTX Corp
+$197.7K
5,193
+21%
减持
MA
Mastercard
+$195.9K
3,821
-0%
增持
VGT
Vanguard Information Technology Index Fund ETF
+$193.2K
1,745
+21%
减持
FDX
Fedex Corp Com
-$191.4K
6,141
-2%
增持
IEFA
iShares Core MSCI EAFE ETF
+$189.8K
16,331
+9%
减持
TFLO
iShares Treasury Floating Rate B ETF
-$186.1K
40,535
-8%
增持
NFLX
Netflix Inc
+$184.9K
3,101
+4%
增持
INTU
Intuit Inc
+$182.7K
1,306
+37%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$182.1K
32,067
+13%
增持
CLX
Clorox Co Com
+$181.0K
6,802
+0%
增持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
+$177.7K
11,954
+37%
增持
—
Eaton Corp PLC F
+$164.7K
1,461
+43%
增持
TJX
TJX Companies Inc
+$161.3K
3,188
+64%
减持
URI
United Rentals Inc
-$146.4K
292
-51%
增持
PG
Procter & Gamble
+$141.2K
10,034
+4%
增持
IWM
iShares Russell 2000 ETF
+$138.1K
4,799
+6%
减持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
-$130.8K
37,202
-12%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$130.2K
26,092
+3%
减持
SCHG
Schwab US Large Cap Growth ETF
+$129.5K
41,027
-0%
增持
CMG
Chipotle Mexican GRL
+$129.2K
6,700
+63%
增持
PM
Philip Morris Intl
+$127.7K
6,325
+0%
增持
SNAP
Snap Inc Class A
-$127.1K
24,082
+4%
增持
AWR
American States Water Co
+$125.6K
11,585
+0%
增持
USB
US Bancorp
+$124.0K
19,896
+1%
增持
FCX
Freeport-Mcmoran Inc
+$119.9K
30,214
+6%
减持
MO
Altria Group Inc
+$113.0K
21,191
-0%
增持
PANW
Palo Alto Networks
+$106.5K
34,052
+0%
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$103.5K
8,310
-12%
增持
DELL
Dell Technologies Inc Class C
+$103.1K
14,922
+24%
增持
—
ExxonMobil
+$100.5K
21,041
+2%
增持
GE
General Electric Co
+$97.8K
3,216
+1%
增持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
+$97.5K
22,424
+4%
增持
BAC
Bank Of America Corp
+$96.8K
56,185
+5%
减持
BKLN
Invesco Senior Loan ETF
-$96.6K
148,060
-3%
增持
SCHW
Charles Schwab Corp
-$96.5K
12,974
+2%
减持
BMY
Bristol-Myers Squibb
+$92.1K
11,472
-5%
减持
BX
Blackstone Inc
-$91.2K
2,961
-33%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
-$87.9K
2,287
-18%
增持
SCHA
Schwab US Small Cap ETF
+$85.2K
6,189
+26%
减持
PH
Parker-Hannifin Corp
+$77.0K
619
-0%
增持
PEP
Pepsico Inc
+$76.1K
2,618
+17%
减持
NKE
Nike Inc Class B Com
+$71.7K
8,129
-5%
增持
—
Asml Holding N V F Sponsored ADR
-$68.3K
371
+1%
增持
MKC
McCormick &company
+$67.7K
5,453
+2%
增持
—
Accenture PLC F Class A
+$67.2K
948
+7%
减持
KO
Coca-Cola
+$64.3K
9,882
-3%
减持
PFF
iShares Preferred Income Sec ETF IV
+$63.5K
41,910
-1%
增持
VZ
Verizon
+$62.2K
10,026
+7%
增持
XLE
Energy Select Sector SPDR ETF
+$62.1K
11,637
+11%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$60.6K
4,763
+21%
增持
IEI
iShares 3-7 Year Treasury Bond ETF
+$60.4K
12,370
+1%
减持
SHYG
iShares High Yield Corporat Bond ETF
+$59.3K
50,008
-0%
增持
IYF
iShares US Financials ETF
+$57.0K
4,124
+5%
增持
CMF
iShares California Muni Bond ETF
+$56.8K
23,352
+2%
减持
LLY
Lilly Eli & Co
-$54.9K
1,425
-2%
减持
GDX
Vaneck Gold Miners ETF
+$54.2K
9,613
-1%
增持
DHR
Danaher Corp
+$53.8K
933
+13%
增持
CRM
Salesforce
+$53.4K
1,358
+10%
增持
HACK
Amplify Cybersecurity ETF
+$52.5K
5,025
+12%
增持
LQD
iShares iBoxx $ (investment Grade Corporate Bond Etf)
+$51.4K
5,186
+4%
减持
XLK
Technology Select Sector SPDR ETF
-$49.8K
4,829
-4%
增持
SPLV
Invesco S&P 500 Low Volatility ETF
+$49.6K
5,308
+4%
增持
BND
Vanguard Total Bond Market ETF
+$49.4K
8,723
+4%
