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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 64
减持 62
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
+$9.0M
529,758
-0%
增持
VUG
Vanguard Growth Index Fund ETF
+$8.4M
200,896
+4%
增持
NVDA
Nvidia Corp
+$4.0M
268,897
+2%
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
+$2.9M
584,571
+5%
增持
VOO
Vanguard S&P 500 ETF
+$2.6M
7,259
+189%
建仓
TDG
Transdigm Group
+$2.4M
1,914
增持
GOOGL
Alphabet Inc
+$2.3M
96,040
+0%
减持
AME
Ametek Inc
-$2.2M
94,672
-16%
减持
TSLA
Tesla Motors
+$2.0M
14,259
-1%
增持
IVV
iShares Core S&P 500 ETF
+$1.9M
37,452
+7%
减持
AMZN
Amazon.Com Inc
+$1.4M
50,106
-2%
增持
V
Visa Inc
+$1.4M
32,435
+0%
增持
CDZI
Cadiz Inc
+$1.4M
528,000
+16%
增持
IJR
iShares Core S&P Small-Cap ETF
+$1.2M
384,034
+4%
减持
IBB
iShares Biotechnology ETF
-$1.2M
3,061
-71%
减持
TLT
iShares TR 20 YR TR (BD Etf)
-$1.0M
40,969
-13%
增持
MS
Morgan Stanley
+$928.8K
28,784
+12%
减持
FPE
First Trust Preferred Securities and Income ETF
-$902.0K
851,180
-4%
增持
JPM
JPMorgan Chase & Co
+$877.8K
30,111
+0%
减持
ZTS
Zoetis Inc
-$751.9K
13,936
-10%
增持
BINC
BlackRock Flexible Income ETF
+$749.2K
98,797
+20%
增持
PANW
Palo Alto Networks
+$748.5K
68,078
+100%
增持
AVGO
Broadcom Inc
+$740.4K
12,322
+0%
增持
TMO
Thermo Fisher
-$704.1K
7,499
+1%
减持
RKT
Rocket Cos Inc Com
-$641.6K
76,304
-2%
减持
MSFT
Microsoft
-$640.1K
46,487
-1%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$633.0K
108,898
-4%
增持
GOOG
Alphabet Inc. Class C
+$602.0K
22,664
+2%
减持
AWK
American Water Works
-$598.1K
26,932
-0%
增持
IBIT
iShares Bitcoin ETF
+$587.7K
31,492
+5%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$587.6K
43,762
+36%
增持
NOW
ServiceNow Inc
+$585.2K
3,164
+2%
减持
NFLX
Netflix Inc
+$559.2K
3,095
-0%
减持
NEE
Nextera Energy Inc
-$546.6K
40,416
-1%
增持
IEMG
iShares Core MSCI Emerging ETF
-$477.5K
206,801
+5%
减持
STZ
Constellation Brands
-$477.2K
8,044
-8%
减持
BA
Boeing Co
+$447.2K
19,267
-1%
减持
MRK
Merck &co. Inc Com
-$435.5K
19,696
-7%
增持
DIS
Walt Disney
+$430.2K
19,694
+7%
减持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
-$415.2K
11,720
-2%
增持
META
Meta Platforms Inc
+$408.1K
18,202
+2%
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$399.4K
18,520
-14%
减持
LHX
L3harris
-$354.4K
12,332
-0%
增持
FCX
Freeport-Mcmoran Inc
-$337.9K
30,736
+2%
减持
LMT
Lockheed Martin Corp
-$324.4K
1,090
-25%
减持
WMT
Wal-Mart
+$321.1K
34,797
-0%
增持
SCHG
Schwab US Large Cap Growth ETF
+$319.6K
164,831
+302%
清仓
REGN
Regeneron Pharms Inc
-$291.2K
0
-100%
减持
LLY
Lilly Eli & Co
-$289.8K
1,260
-12%
减持
MRVL
Marvell Technology Inc
+$287.3K
9,377
-10%
建仓
SH
ProShares Short S&P 500 ETF
+$284.5K
6,712
建仓
URA
Global X Uranium ETF
+$283.5K
10,585
增持
ABBV
Abbvie Inc Com
-$274.8K
14,235
+0%
建仓
VRT
Vertiv Holdings Co Class A
+$274.6K
2,417
减持
ADBE
Adobe Inc
-$270.3K
3,393
-1%
建仓
GEV
GE Vernova Inc
+$261.8K
796
清仓
DHR
Danaher Corp
-$259.4K
0
-100%
减持
CVX
Chevron Corp.
-$249.7K
20,100
-6%
清仓
MU
Micron Technology
-$245.1K
0
-100%
减持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
-$239.2K
33,601
-10%
建仓
PYPL
Paypal Holdings Incorpor
+$238.5K
2,794
增持
PWR
Quanta Services Inc
+$236.1K
6,108
+7%
清仓
TGT
Target Corp
-$234.3K
0
-100%
建仓
BLK
BlackRock Inc New
+$233.7K
228
减持
JNJ
Johnson & Johnson
-$232.4K
11,680
-2%
减持
COP
Conocophillips Com
-$230.5K
35,768
-0%
增持
XLU
Utilities Select (sector SPDR Fund)
-$229.0K
50,496
+1%
减持
—
ExxonMobil
-$228.9K
20,801
-1%
清仓
MLM
Martin Marietta Material
-$228.8K
0
-100%
清仓
ED
Consolidated Edison
-$227.6K
0
-100%
增持
QUAL
iShares MSCI USA QLTY Fact ETF
+$222.5K
2,838
+80%
增持
AZO
Autozone Inc Com
+$221.1K
1,649
+3%
减持
UNH
UnitedHealth Group
-$218.4K
2,186
-3%
建仓
ETHE
Grayscale Ethereum TR Et
+$217.0K
7,746
建仓
USFR
Wisdomtree Floating Rate
+$216.9K
4,309
减持
CARR
Carrier Global Corp
-$215.8K
4,478
-31%
清仓
—
BlackRock Inc
-$214.6K
0
-100%
清仓
CMCSA
Comcast Corp Class A
-$210.3K
0
-100%
减持
SBUX
Starbucks Corp Com
-$210.3K
31,333
-0%
清仓
PEG
Pub SVC Enterpise GP
-$206.9K
0
-100%
建仓
APO
Apollo Global MGMT Inc N
+$204.3K
1,237
减持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
-$203.2K
58,239
-3%
清仓
VCIT
VGRD Itc ETF DV
-$202.2K
0
-100%
建仓
FISV
Fiserv Inc
+$202.1K
984
清仓
SCHD
Schwab US Dividend Equity ETF
-$200.0K
0
-100%
增持
AN
Autonation Inc Com
-$192.5K
24,842
+1%
减持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
-$179.9K
20,709
-8%
减持
COST
Costco Wholesale
+$178.7K
7,967
-1%
减持
IEFA
iShares Core MSCI EAFE ETF
-$176.3K
15,628
-4%
减持
HON
Honeywell
+$174.5K
11,369
-2%
增持
URI
United Rentals Inc
+$169.3K
576
+97%
增持
XLF
Select STR Financial Select SPDR ETF
+$165.9K
8,727
+55%
减持
XLE
Energy Select Sector SPDR ETF
-$164.1K
10,011
-14%
增持
GS
Goldman Sachs Group
+$162.4K
1,539
+6%
增持
ICE
Intercontinental Exchange Inc
-$161.6K
23,527
+3%
增持
MA
Mastercard
+$161.1K
3,889
+2%
增持
WFC
Wells Fargo & Co
+$157.3K
11,405
+0%
增持
IWF
iShares Russell 1000 Growth ETF
+$138.6K
987
+44%
增持
TSM
Taiwan Semiconductr F Sponsored ADR
+$133.9K
2,689
+18%
建仓
RIVN
Rivian Automotive Inc Class A
+$133.4K
10,030
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$127.0K
6,955
-16%
增持
CME
CME Group Inc
+$119.7K
10,263
+0%
增持
NRG
NRG Energy Inc
+$119.6K
4,928
+38%
减持
NKE
Nike Inc Class B Com
-$112.6K
8,009
-1%
减持
AWR
American States Water Co
-$110.4K
10,994
-5%
增持
HD
Home Depot
-$110.2K
9,119
+1%
增持
AMD
Advanced Micro Device In
-$109.9K
3,569
+8%
减持
SCHW
Charles Schwab Corp
+$109.7K
12,843
-1%
增持
—
Discover Finl S
+$107.5K
3,260
+0%
增持
VGT
Vanguard Information Technology Index Fund ETF
+$107.1K
1,818
+4%
减持
QQQ
Invesco QQQ Trust
+$102.3K
10,736
-3%
减持
KO
Coca-Cola
-$100.8K
9,786
-1%
增持
VTI
Vanguard Total Stock Market Index Fund ETF
+$100.4K
6,394
+3%
减持
BAC
Bank Of America Corp
+$100.1K
53,002
-6%
减持
BRK/B
Berkshire Hathaway
-$95.3K
10,890
-0%
增持
GLD
SPDR Gold TR Gold (SHS)
+$94.9K
16,850
+3%
减持
IEI
iShares 3-7 Year Treasury Bond ETF
-$88.4K
12,039
-3%
增持
—
Eaton Corp PLC F
+$87.6K
1,723
+18%
减持
SPY
SPDR S&P 500 ETF
+$81.2K
9,086
-1%
减持
GDX
Vaneck Gold Miners ETF
-$79.0K
8,959
-7%
减持
CMG
Chipotle Mexican GRL
-$78.0K
5,108
-24%
减持
CRM
Salesforce
+$77.3K
1,343
-1%
增持
SHW
Sherwin Williams Co
-$76.2K
1,835
+0%
增持
AFL
Aflac Inc
-$72.9K
9,283
+0%
增持
MCD
McDonalds
-$72.5K
5,387
+0%
减持
—
Asml Holding N V F Sponsored ADR
-$72.1K
342
-8%
减持
—
Accenture PLC F Class A
-$70.2K
753
-21%
增持
GE
General Electric Co
-$69.1K
3,222
+0%
增持
SYK
Stryker Corp
+$68.1K
7,626
+3%
增持
—
Linde PLC F
-$63.9K
1,122
+0%
增持
BX
Blackstone Inc
+$61.4K
2,986
+1%
减持
PG
Procter & Gamble
-$60.5K
10,005
-0%
清仓
QS
Quantumscape Corp Class A
-$57.5K
0
-100%
增持
BKLN
Invesco Senior Loan ETF
+$57.3K
150,357
+2%
增持
AXP
American Express Co
+$54.0K
2,078
+0%
减持
TFLO
iShares Treasury Floating Rate B ETF
-$52.0K
39,610
-2%
增持
USB
US Bancorp
+$51.9K
20,107
+1%
减持
RTX
RTX Corp
-$51.0K
4,996
-4%
增持
PFF
iShares Preferred Income Sec ETF IV
-$49.9K
42,710
+2%
增持
MGM
MGM Resorts Intl
-$49.8K
11,233
+0%
减持
LQD
iShares iBoxx $ (investment Grade Corporate Bond Etf)
-$47.7K
5,038
-3%
减持
BLOK
Amplify TRNSFRMTNL Data SHRNG ETF
-$46.6K
5,015
-29%
增持
MDLZ
Mondelez Intl Class A
-$45.1K
3,919
+3%
减持
MRSH
Marsh & MC Lennan Co
-$43.1K
1,338
-9%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$39.9K
5,583
+17%
减持
EEM
iShares MSCI Emerging Markets ETF
-$39.8K
5,548
-6%
增持
ORCL
Oracle Corp
-$38.0K
25,080
+1%
增持
VZ
Verizon
-$37.2K
10,328
+3%
减持
SF
Stifel Finl Co
+$35.1K
3,038
-1%
增持
CL
Colgate-Palmolive Co
-$34.7K
2,736
+0%
