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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 68
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth Index Fund ETF
+$16.5M
213,320
+3%
增持
NVDA
Nvidia Corp
+$15.8M
299,374
+3%
增持
AAPL
Apple Inc
-$8.6M
529,406
+0%
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
MSFT
Microsoft
+$5.8M
46,908
+0%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$5.5M
625,930
+4%
增持
META
Meta Platforms Inc
+$3.6M
19,206
+5%
增持
IVV
iShares Core S&P 500 ETF
+$3.3M
39,920
+4%
增持
IJR
iShares Core S&P Small-Cap ETF
+$3.0M
418,776
+2%
增持
ORCL
Oracle Corp
+$2.4M
27,711
+5%
增持
VRT
Vertiv Holdings Co Class A
+$2.2M
30,958
+26%
增持
IEMG
iShares Core MSCI Emerging ETF
+$2.1M
234,774
+5%
增持
GOOGL
Alphabet Inc
+$2.1M
94,893
+0%
增持
AMZN
Amazon.Com Inc
+$1.7M
52,338
+2%
减持
CDZI
Cadiz Inc
-$1.6M
49,000
-92%
增持
NFLX
Netflix Inc
+$1.5M
3,464
+1%
增持
AVGO
Broadcom Inc
+$1.4M
12,847
+3%
增持
BINC
BlackRock Flexible Income ETF
+$1.4M
134,535
+24%
减持
NRG
NRG Energy Inc
+$1.3M
22,520
-6%
减持
JPM
JPMorgan Chase & Co
+$1.3M
29,791
-1%
增持
PWR
Quanta Services Inc
+$1.1M
7,551
+11%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$1.1M
132,914
+19%
增持
AN
Autonation Inc Com
+$922.9K
24,712
+0%
增持
—
Eaton Corp PLC F
+$847.9K
5,229
+40%
减持
QQQ
Invesco QQQ Trust
+$843.5K
10,661
-1%
减持
TSLA
Tesla Motors
+$787.1K
14,762
-2%
减持
TMO
Thermo Fisher
-$749.3K
7,235
-2%
减持
NOW
ServiceNow Inc
+$748.8K
3,256
-0%
减持
BA
Boeing Co
+$735.1K
19,231
-0%
增持
MS
Morgan Stanley
+$723.1K
29,680
+0%
建仓
COF
Capital One FC
+$719.3K
3,380
减持
AME
Ametek Inc
+$719.2K
94,032
-1%
增持
IBIT
iShares Bitcoin ETF
+$663.0K
35,508
+10%
减持
SCHG
Schwab US Large Cap Growth ETF
+$656.8K
164,631
-1%
减持
TFLO
iShares Treasury Floating Rate B ETF
-$651.2K
21,585
-37%
增持
FPE
First Trust Preferred Securities and Income ETF
+$646.2K
952,756
+3%
增持
SPY
SPDR S&P 500 ETF
+$619.9K
9,776
+1%
增持
GOOG
Alphabet Inc. Class C
+$610.7K
23,796
+3%
清仓
—
Discover Finl S
-$545.9K
0
-100%
增持
LHX
L3harris
+$543.2K
12,281
+1%
减持
DELL
Dell Technologies Inc Class C
+$518.2K
17,254
-2%
增持
DIS
Walt Disney
+$507.4K
19,794
+0%
减持
CVX
Chevron Corp.
-$485.7K
20,113
-0%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$465.3K
108,791
+0%
减持
UNH
UnitedHealth Group
-$464.3K
2,077
-2%
增持
COST
Costco Wholesale
+$459.0K
7,991
+1%
增持
COP
Conocophillips Com
-$458.6K
36,506
+3%
增持
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$443.9K
29,818
+147%
增持
GLD
SPDR Gold TR Gold (SHS)
+$431.4K
18,218
+2%
增持
BRK/B
Berkshire Hathaway
-$426.4K
11,054
+2%
增持
GS
Goldman Sachs Group
+$419.8K
2,011
+9%
减持
CLX
Clorox Co Com
-$419.2K
4,752
-29%
增持
SYK
Stryker Corp
+$361.4K
8,513
+5%
减持
VOO
Vanguard S&P 500 ETF
+$354.9K
7,563
-1%
增持
HON
Honeywell
+$353.9K
11,612
+5%
减持
WMT
Wal-Mart
+$345.1K
34,655
-0%
增持
ABBV
Abbvie Inc Com
-$338.0K
14,311
+0%
增持
HACK
Amplify Cybersecurity ETF
+$337.5K
7,395
+76%
建仓
SCHX
Schwab US Large Cap ETF
+$330.5K
13,521
建仓
BTC
Grayscale Bitcoin Mini Trust ETF
+$326.5K
6,837
减持
GBTC
Grayscale Bitcoin TR BTC
+$305.3K
17,312
-3%
增持
CAT
Caterpillar
+$298.5K
3,978
+5%
减持
SBUX
Starbucks Corp Com
-$296.7K
29,387
-4%
减持
BAC
Bank Of America Corp
+$292.9K
52,943
-0%
建仓
BLOK
Amplify TRNSFRMTNL Data SHRNG ETF
+$286.4K
5,015
增持
IEFA
iShares Core MSCI EAFE ETF
+$286.1K
18,190
+12%
清仓
HYZD
Wisdomtree Int RT HDG HGH YLD ETF
-$284.6K
0
-100%
清仓
URA
Global X Uranium ETF
-$283.9K
0
-100%
清仓
OLED
Universal Display Co
-$279.0K
0
-100%
增持
TDG
Transdigm Group
+$270.4K
1,878
+0%
增持
BX
Blackstone Inc
+$268.1K
5,931
+34%
建仓
PSQ
ProShares Short QQQ ETF
+$262.5K
7,800
增持
VTI
Vanguard Total Stock Market Index Fund ETF
+$258.2K
6,928
+3%
建仓
VB
Vanguard Small Cap ETF IV
+$243.6K
1,027
建仓
CRWD
Crowdstrike HLDGS Inc Class A
+$240.4K
472
增持
XLU
Utilities Select (sector SPDR Fund)
+$237.4K
52,102
+2%
减持
—
ExxonMobil
-$233.9K
20,729
-0%
清仓
SH
ProShares Short S&P 500 ETF
-$232.2K
0
-100%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$231.1K
30,061
+3%
增持
SCHW
Charles Schwab Corp
+$230.8K
13,045
+6%
增持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
+$230.7K
17,913
+24%
减持
MRK
Merck &co. Inc Com
-$226.5K
4,007
-34%
减持
AWK
American Water Works
-$224.6K
25,245
-0%
减持
XLK
Technology Select Sector SPDR ETF
+$221.5K
4,812
-0%
清仓
VRSK
Verisk Analytics Inc Class A
-$221.1K
0
-100%
增持
CME
CME Group Inc
+$220.6K
10,572
+4%
清仓
FISV
Fiserv Inc
-$219.1K
0
-100%
减持
CHD
Church &dwight Co
-$218.4K
11,187
-5%
建仓
ILCB
iShares Morningstar US Equity ETF
+$217.5K
2,536
清仓
BLK
BlackRock Inc New
-$213.9K
0
-100%
增持
PLTR
Palantir Technologies In Class A
+$213.0K
3,128
+24%
减持
ZTS
Zoetis Inc
-$211.9K
11,892
-5%
建仓
PPA
Invesco Aerospace & Defense ETF
+$209.0K
1,475
建仓
BTI
Brit Amer Tobacco F Unsponsored ADR
+$208.6K
4,407
建仓
SHOP
Shopify Inc F Class A
+$208.2K
1,805
减持
JNJ
Johnson & Johnson
-$207.0K
10,292
-4%
增持
BND
Vanguard Total Bond Market ETF
+$206.4K
12,226
+29%
建仓
BUFR
FT Vest Fund Of Buffer ETF
+$201.6K
6,341
减持
STZ
Constellation Brands
-$197.1K
6,316
-5%
减持
MKC
McCormick &company
-$190.4K
3,439
-37%
增持
GE
General Electric Co
+$183.7K
3,208
+0%
增持
FCX
Freeport-Mcmoran Inc
+$181.9K
30,678
+1%
增持
MRVL
Marvell Technology Inc
+$170.1K
10,452
+1%
减持
PG
Procter & Gamble
-$165.5K
9,650
-3%
减持
GEV
GE Vernova Inc
+$157.7K
871
-12%
增持
URI
United Rentals Inc
+$151.2K
679
+18%
减持
PM
Philip Morris Intl
+$146.7K
6,335
-0%
减持
MCD
McDonalds
-$141.0K
5,277
-2%
增持
AMGN
Amgen Inc.
-$138.5K
4,802
+1%
减持
RKT
Rocket Cos Inc Com
+$138.3K
66,249
-0%
增持
BMY
Bristol-Myers Squibb
-$128.9K
10,671
+4%
减持
VHT
Vanguard Health Care ETF
-$127.7K
1,883
-16%
减持
AMD
Advanced Micro Device In
+$124.1K
3,299
-1%
增持
SHM
SPDR Nuven BLM SHT TM MPL BND ETF
+$120.8K
8,000
+45%
减持
IVW
iShares S&P 500 Growth ETF
+$120.0K
7,026
-0%
减持
SNAP
Snap Inc Class A
-$114.2K
12,330
-51%
减持
AMLP
Alps Alerian MLP ETF
-$112.4K
32,396
-1%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
-$105.6K
1,574
-43%
增持
EEM
iShares MSCI Emerging Markets ETF
+$102.3K
7,041
+30%
减持
FDX
Fedex Corp Com
-$102.3K
5,583
-1%
增持
ISRG
Intuitive Surgical
+$93.7K
1,257
+6%
增持
BKLN
Invesco Senior Loan ETF
+$92.6K
151,413
+2%
减持
HD
Home Depot
-$92.5K
8,653
-3%
减持
GDX
Vaneck Gold Miners ETF
-$88.7K
5,890
-32%
减持
WFC
Wells Fargo & Co
+$88.2K
11,320
-1%
增持
EFA
iShares MSCI EAFE ETF
+$85.5K
5,579
+10%
减持
XLV
Select Sector Health Care SPDR ETF
-$84.4K
1,849
-19%
增持
NKE
Nike Inc Class B Com
+$84.3K
8,299
+4%
减持
NEE
Nextera Energy Inc
-$83.1K
40,011
-1%
增持
XLE
Energy Select Sector SPDR ETF
-$83.1K
9,689
+0%
增持
RIVN
Rivian Automotive Inc Class A
+$81.2K
15,000
+50%
减持
V
Visa Inc
+$76.6K
31,923
-1%
减持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
-$74.3K
22,350
-3%
增持
RTX
RTX Corp
+$70.7K
4,859
+1%
减持
PFF
iShares Preferred Income Sec ETF IV
-$68.1K
40,666
-5%
减持
LLY
Lilly Eli & Co
-$64.7K
1,252
-1%
减持
SHYG
iShares High Yield Corporat Bond ETF
-$62.8K
48,820
-4%
减持
—
Aon PLC F Class A
-$62.5K
582
-14%
减持
ICE
Intercontinental Exchange Inc
+$61.1K
22,219
-5%
减持
LQD
iShares iBoxx $ (investment Grade Corporate Bond Etf)
-$57.9K
4,354
-12%
减持
AXP
American Express Co
-$57.2K
1,570
-24%
建仓
NTHI
Neonc Technologies HLDGS
+$53.5K
15,000
减持
USB
US Bancorp
+$51.9K
20,130
-1%
减持
IWM
iShares Russell 2000 ETF
+$50.8K
4,755
-3%
增持
AFL
Aflac Inc
-$48.3K
9,377
+1%
减持
EMB
iShares JP Morgan Usd Emerging Marke
-$46.1K
4,722
-12%
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$45.9K
4,305
-10%
增持
ADBE
Adobe Inc
+$44.9K
3,429
+3%
增持
CARR
Carrier Global Corp
+$43.9K
4,480
+0%
减持
SHW
Sherwin Williams Co
-$43.3K
1,737
-5%
减持
PEP
Pepsico Inc
-$40.7K
2,193
-0%
