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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 67
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$15.5M
527,656
-0%
增持
VUG
Vanguard Growth Index Fund ETF
-$5.5M
207,621
+3%
增持
NVDA
Nvidia Corp
-$4.6M
290,676
+8%
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
GOOGL
Alphabet Inc
-$3.5M
94,748
-1%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$3.5M
112,055
+156%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$3.4M
604,437
+3%
减持
TLT
iShares TR 20 YR TR (BD Etf)
-$3.1M
4,754
-88%
增持
MSFT
Microsoft
-$2.0M
46,834
+1%
增持
TSLA
Tesla Motors
-$1.9M
15,057
+6%
增持
NRG
NRG Energy Inc
+$1.8M
23,985
+387%
增持
VRT
Vertiv Holdings Co Class A
+$1.5M
24,601
+918%
增持
IJR
iShares Core S&P Small-Cap ETF
-$1.4M
409,410
+7%
减持
MRK
Merck &co. Inc Com
-$1.4M
6,057
-69%
增持
FPE
First Trust Preferred Securities and Income ETF
+$1.2M
927,396
+9%
增持
AMZN
Amazon.Com Inc
-$1.2M
51,337
+2%
增持
IEMG
iShares Core MSCI Emerging ETF
+$1.2M
222,708
+8%
增持
GLD
SPDR Gold TR Gold (SHS)
+$1.0M
17,776
+5%
减持
V
Visa Inc
+$1.0M
32,123
-1%
增持
CDZI
Cadiz Inc
-$953.2K
611,750
+16%
减持
BRK/B
Berkshire Hathaway
+$859.8K
10,883
-0%
增持
AVGO
Broadcom Inc
-$760.9K
12,518
+2%
增持
NOW
ServiceNow Inc
-$755.6K
3,264
+3%
增持
GOOG
Alphabet Inc. Class C
-$705.6K
23,110
+2%
增持
IVV
iShares Core S&P 500 ETF
-$559.5K
38,241
+2%
增持
BINC
BlackRock Flexible Income ETF
+$554.6K
108,707
+10%
减持
STZ
Constellation Brands
-$553.2K
6,673
-17%
减持
ICE
Intercontinental Exchange Inc
+$509.8K
23,278
-1%
增持
ORCL
Oracle Corp
-$479.4K
26,465
+6%
增持
ABBV
Abbvie Inc Com
+$464.7K
14,291
+0%
增持
CVX
Chevron Corp.
+$454.3K
20,119
+0%
增持
QQQ
Invesco QQQ Trust
-$451.5K
10,742
+0%
增持
—
Eaton Corp PLC F
+$447.0K
3,748
+118%
增持
SCHG
Schwab US Large Cap Growth ETF
-$441.7K
165,820
+1%
增持
NFLX
Netflix Inc
+$425.0K
3,414
+10%
增持
MRVL
Marvell Technology Inc
-$396.8K
10,377
+11%
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$394.2K
13,820
-25%
减持
AWK
American Water Works
+$383.6K
25,328
-6%
减持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
-$329.6K
53,727
-8%
建仓
PEG
Pub SVC Enterpise GP
+$314.6K
3,823
减持
FDX
Fedex Corp Com
-$311.3K
5,625
-6%
减持
CME
CME Group Inc
+$309.9K
10,152
-1%
建仓
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$298.3K
12,053
减持
AZO
Autozone Inc Com
+$298.0K
1,463
-11%
减持
HD
Home Depot
-$282.1K
8,909
-2%
增持
SYK
Stryker Corp
+$261.0K
8,077
+6%
减持
TFLO
iShares Treasury Floating Rate B ETF
-$254.6K
34,435
-13%
增持
DIS
Walt Disney
-$245.6K
19,729
+0%
增持
PM
Philip Morris Intl
+$244.0K
6,345
+0%
增持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
+$243.4K
23,070
+11%
增持
AMGN
Amgen Inc.
+$243.3K
4,748
+0%
建仓
ED
Consolidated Edison
+$242.7K
2,195
清仓
PYPL
Paypal Holdings Incorpor
-$238.5K
0
-100%
减持
AN
Autonation Inc Com
-$233.0K
24,618
-1%
减持
—
ExxonMobil
+$230.8K
20,755
-0%
减持
ADBE
Adobe Inc
-$227.0K
3,342
-2%
建仓
VRSK
Verisk Analytics Inc Class A
+$221.1K
743
减持
TMO
Thermo Fisher
-$218.5K
7,401
-1%
减持
HON
Honeywell
-$217.6K
11,100
-2%
清仓
ETHE
Grayscale Ethereum TR Et
-$217.0K
0
-100%
清仓
USFR
Wisdomtree Floating Rate
-$216.9K
0
-100%
清仓
BLOK
Amplify TRNSFRMTNL Data SHRNG ETF
-$216.6K
0
-100%
建仓
PLTR
Palantir Technologies In Class A
+$213.4K
2,528
建仓
IAU
iShares Gold ETF
+$211.9K
3,594
清仓
ILCB
iShares Morningstar US Equity ETF
-$205.8K
0
-100%
清仓
APO
Apollo Global MGMT Inc N
-$204.3K
0
-100%
增持
PWR
Quanta Services Inc
-$204.3K
6,791
+11%
减持
ZTS
Zoetis Inc
-$204.2K
12,550
-10%
建仓
T
AT&T
+$204.0K
7,213
建仓
SCHD
Schwab US Dividend Equity ETF
+$201.0K
7,188
减持
IEI
iShares 3-7 Year Treasury Bond ETF
-$196.3K
10,114
-16%
减持
IYW
iShares US Technology ETF
-$196.0K
9,229
-1%
增持
XLU
Utilities Select (sector SPDR Fund)
+$195.2K
50,948
+1%
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$195.1K
4,805
-31%
减持
COP
Conocophillips Com
+$187.6K
35,562
-1%
增持
QUAL
iShares MSCI USA QLTY Fact ETF
+$187.6K
4,055
+43%
增持
AMLP
Alps Alerian MLP ETF
+$172.0K
32,640
+3%
增持
DELL
Dell Technologies Inc Class C
-$171.4K
17,523
+14%
增持
MO
Altria Group Inc
+$165.6K
21,254
+0%
增持
MS
Morgan Stanley
-$161.0K
29,636
+3%
增持
IBIT
iShares Bitcoin ETF
-$160.2K
32,267
+2%
减持
TDG
Transdigm Group
+$159.8K
1,869
-2%
减持
COST
Costco Wholesale
+$151.1K
7,879
-1%
减持
JPM
JPMorgan Chase & Co
+$142.6K
30,006
-0%
减持
ALL
Allstate Corp
+$141.2K
9,917
-0%
增持
IEFA
iShares Core MSCI EAFE ETF
+$134.1K
16,291
+4%
减持
SBUX
Starbucks Corp Com
+$130.3K
30,476
-3%
减持
CAT
Caterpillar
-$130.1K
3,777
-0%
减持
CLX
Clorox Co Com
-$126.0K
6,722
-2%
增持
IBM
IBM
+$125.1K
2,053
+17%
增持
GS
Goldman Sachs Group
+$122.3K
1,837
+19%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$120.5K
29,169
+2%
减持
VWO
Vanguard FTSE Emerging Markets ETF
+$119.6K
108,605
-0%
减持
NXST
Nexstar Media Group Inc Com CL A
-$117.8K
3,750
-25%
增持
BAC
Bank Of America Corp
-$117.1K
53,016
+0%
增持
BA
Boeing Co
-$115.9K
19,316
+0%
减持
HYZD
Wisdomtree Int RT HDG HGH YLD ETF
-$115.8K
13,000
-28%
增持
PH
Parker-Hannifin Corp
+$106.9K
832
+33%
增持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
+$106.5K
35,364
+5%
减持
GE
General Electric Co
+$104.5K
3,207
-0%
减持
CMG
Chipotle Mexican GRL
-$104.3K
4,058
-21%
增持
BX
Blackstone Inc
+$104.2K
4,429
+48%
增持
USB
US Bancorp
-$102.8K
20,345
+1%
增持
SRE
Sempra
-$102.4K
6,398
+0%
减持
NKE
Nike Inc Class B Com
-$100.8K
7,959
-1%
减持
WMT
Wal-Mart
-$100.5K
34,667
-0%
增持
SPY
SPDR S&P 500 ETF
+$95.1K
9,690
+7%
减持
BKLN
Invesco Senior Loan ETF
-$93.0K
148,551
-1%
减持
GDX
Vaneck Gold Miners ETF
+$91.5K
8,600
-4%
减持
JNJ
Johnson & Johnson
+$89.8K
10,727
-8%
减持
LMT
Lockheed Martin Corp
-$87.4K
990
-9%
减持
AMD
Advanced Micro Device In
-$87.0K
3,349
-6%
增持
VZ
Verizon
+$82.9K
10,933
+6%
减持
INTU
Intuit Inc
-$82.2K
1,205
-8%
增持
META
Meta Platforms Inc
-$82.2K
18,348
+1%
增持
AFL
Aflac Inc
+$77.0K
9,328
+0%
减持
KO
Coca-Cola
+$72.1K
9,514
-3%
减持
COWZ
Pacer US Cash Cows 100 ETF
-$70.3K
4,474
-20%
减持
VHT
Vanguard Health Care ETF
-$69.7K
2,249
-14%
增持
TSM
Taiwan Semiconductr F Sponsored ADR
-$68.9K
2,784
+4%
减持
DIA
SPDR Dow Jones Industrial Avrg ETF
-$68.6K
1,599
-8%
增持
PGR
Progressive Co Ohio
+$67.8K
1,518
+1%
减持
PEP
Pepsico Inc
-$67.8K
2,203
-16%
减持
TJX
TJX Companies Inc
-$63.0K
2,652
-17%
减持
CHD
Church &dwight Co
+$62.8K
11,750
-0%
增持
IVW
iShares S&P 500 Growth ETF
-$60.9K
7,040
+0%
减持
RTX
RTX Corp
+$60.7K
4,823
-3%
减持
MA
Mastercard
+$59.2K
3,844
-1%
减持
AXP
American Express Co
-$58.7K
2,074
-0%
减持
RKT
Rocket Cos Inc Com
-$58.1K
66,369
-13%
减持
LHX
L3harris
-$55.8K
12,122
-2%
增持
MGM
MGM Resorts Intl
-$53.8K
11,316
+1%
减持
SH
ProShares Short S&P 500 ETF
-$52.2K
5,212
-22%
减持
—
Linde PLC F
+$50.4K
1,117
-0%
增持
SNAP
Snap Inc Class A
-$48.1K
25,415
+2%
减持
XLE
Energy Select Sector SPDR ETF
+$47.3K
9,682
-3%
增持
BND
Vanguard Total Bond Market ETF
+$45.6K
9,446
+5%
减持
URI
United Rentals Inc
-$45.4K
575
-0%
减持
IWF
iShares Russell 1000 Growth ETF
-$44.2K
976
-1%
减持
UPS
United Parcel SRVC Class B
-$42.6K
2,627
-0%
增持
MCO
Moodys Corp
+$41.9K
702
+17%
增持
GEV
GE Vernova Inc
+$41.3K
993
+25%
减持
CI
The CIGNA Group
+$41.3K
807
-1%
减持
MDY
SPDR S&P Midcap 400 ETF
-$41.0K
1,075
-0%
增持
PSX
Phillips 66
+$37.7K
2,708
+4%
减持
NEE
Nextera Energy Inc
-$36.7K
40,354
-0%
增持
MDLZ
Mondelez Intl Class A
+$32.0K
3,922
+0%
减持
—
Accenture PLC F Class A
-$31.8K
747
-1%
减持
EFA
iShares MSCI EAFE ETF
+$30.5K
5,056
-0%
增持
ISRG
Intuitive Surgical
+$30.4K
1,190
+11%
增持
XLV
Select Sector Health Care SPDR ETF
+$30.2K
2,285
+4%
