小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 87
减持 38
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc
+$29.4M
536,830
+1%
增持
VUG
Vanguard Growth Index Fund ETF
+$11.3M
216,963
+2%
增持
NVDA
Nvidia Corp
+$9.4M
300,121
+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
GOOGL
Alphabet Inc
+$7.2M
97,377
+3%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$6.5M
637,963
+2%
增持
IJR
iShares Core S&P Small-Cap ETF
+$6.3M
435,627
+4%
增持
AVGO
Broadcom Inc
+$5.6M
27,111
+111%
增持
IVV
iShares Core S&P 500 ETF
+$3.0M
41,337
+4%
增持
IEMG
iShares Core MSCI Emerging ETF
+$2.6M
249,466
+6%
增持
GOOG
Alphabet Inc. Class C
+$1.9M
24,930
+5%
建仓
OWL
Blue Owl Cap Inc Class A
+$1.8M
114,611
减持
TSLA
Tesla Motors
+$1.6M
14,453
-2%
增持
BINC
BlackRock Flexible Income ETF
+$1.6M
163,166
+21%
减持
ORCL
Oracle Corp
+$1.4M
25,923
-6%
增持
FPE
First Trust Preferred Securities and Income ETF
+$1.3M
997,625
+5%
增持
VRT
Vertiv Holdings Co Class A
+$1.3M
32,551
+5%
增持
TMO
Thermo Fisher
+$1.3M
7,970
+10%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$1.1M
155,179
+17%
增持
QQQ
Invesco QQQ Trust
+$937.1K
11,256
+6%
增持
GLD
SPDR Gold TR Gold (SHS)
+$930.8K
18,276
+0%
增持
AZO
Autozone Inc Com
+$921.3K
1,530
+2%
清仓
USB
US Bancorp
-$910.9K
0
-100%
增持
CAT
Caterpillar
+$898.1K
4,978
+25%
减持
AME
Ametek Inc
-$893.1K
86,622
-8%
增持
LHX
L3harris
+$862.8K
13,317
+8%
减持
MSFT
Microsoft
+$820.0K
46,831
-0%
增持
DELL
Dell Technologies Inc Class C
+$794.4K
19,744
+14%
增持
JPM
JPMorgan Chase & Co
+$793.2K
30,662
+3%
减持
NFLX
Netflix Inc
-$790.8K
3,310
-4%
增持
AN
Autonation Inc Com
+$765.8K
25,343
+3%
增持
PANW
Palo Alto Networks
+$714.9K
69,978
+3%
减持
ABBV
Abbvie Inc Com
+$671.7K
14,068
-2%
增持
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$627.9K
54,218
+82%
增持
JNJ
Johnson & Johnson
+$591.5K
11,633
+13%
增持
RTX
RTX Corp
+$571.5K
7,687
+58%
增持
PWR
Quanta Services Inc
+$561.3K
8,117
+7%
增持
VOO
Vanguard S&P 500 ETF
+$539.0K
7,859
+4%
增持
SCHG
Schwab US Large Cap Growth ETF
+$517.5K
165,517
+1%
增持
MS
Morgan Stanley
+$517.2K
30,250
+2%
清仓
BMY
Bristol-Myers Squibb
-$494.0K
0
-100%
减持
VWO
Vanguard FTSE Emerging Markets ETF
+$482.5K
107,249
-1%
增持
URI
United Rentals Inc
+$437.3K
970
+43%
增持
—
Eaton Corp PLC F
+$430.0K
6,096
+17%
增持
VTI
Vanguard Total Stock Market Index Fund ETF
+$414.9K
7,643
+10%
增持
SCHX
Schwab US Large Cap ETF
+$390.5K
27,204
+101%
增持
PLTR
Palantir Technologies In Class A
+$345.0K
4,124
+32%
增持
RKT
Rocket Cos Inc Com
+$324.7K
68,813
+4%
减持
NEE
Nextera Energy Inc
+$309.5K
39,486
-1%
清仓
DE
Deere & Co
-$292.0K
0
-100%
增持
IBIT
iShares Bitcoin ETF
+$291.6K
35,845
+1%
减持
SPY
SPDR S&P 500 ETF
+$286.6K
9,454
-3%
增持
LMT
Lockheed Martin Corp
+$285.5K
1,490
+51%
建仓
PSTG
Pure Storage Inc
+$283.4K
3,211
增持
V
Visa Inc
+$278.0K
33,566
+5%
增持
COP
Conocophillips Com
+$265.9K
37,931
+4%
清仓
PSQ
ProShares Short QQQ ETF
-$262.5K
0
-100%
建仓
ETHE
Grayscale Ethereum TR Et
+$255.4K
6,896
增持
IEI
iShares 3-7 Year Treasury Bond ETF
+$255.4K
12,414
+20%
建仓
SNOW
Snowflake Inc Class A
+$247.5K
1,029
增持
TDG
Transdigm Group
-$245.2K
2,033
+8%
增持
COST
Costco Wholesale
-$244.5K
8,362
+5%
增持
ICE
Intercontinental Exchange Inc
-$243.2K
23,813
+7%
增持
BX
Blackstone Inc
+$230.0K
6,707
+13%
建仓
IDXX
Idexx Labs Inc
+$229.4K
362
减持
XLU
Utilities Select (sector SPDR Fund)
+$228.9K
51,013
-2%
建仓
RSP
Invsc S P 500 Equal Weight ETF
+$228.0K
1,196
清仓
CMG
Chipotle Mexican GRL
-$227.9K
0
-100%
建仓
GLDM
SPDR Gold Minishares Etv
+$226.2K
2,964
清仓
—
Accenture PLC F Class A
-$223.3K
0
-100%
建仓
APP
Applovin Corp Class A
+$220.8K
323
增持
DIS
Walt Disney
-$219.0K
19,936
+1%
建仓
F
Ford Motor Co
+$218.6K
17,888
建仓
VCIT
VGRD Itc ETF DV
+$215.4K
2,560
增持
AMZN
Amazon.Com Inc
+$212.8K
52,584
+0%
清仓
XLP
SPDR Fund Consumer Staples ETF
-$211.0K
0
-100%
建仓
HIMS
Hims & Hers Health Inc
+$210.9K
3,645
增持
CVX
Chevron Corp.
+$210.6K
20,151
+0%
增持
CDZI
Cadiz Inc
+$208.8K
74,874
+53%
清仓
T
AT&T
-$206.9K
0
-100%
建仓
XLY
SPDR Fund Consumer Discre Select ETF
+$206.4K
862
增持
BKLN
Invesco Senior Loan ETF
+$206.3K
161,273
+7%
增持
VGT
Vanguard Information Technology Index Fund ETF
+$205.8K
1,862
+2%
建仓
MU
Micron Technology
+$205.4K
1,118
建仓
SOXX
iShares Semiconductor ETF IV
+$203.7K
723
建仓
VO
Vanguard Mid Cap ETF
+$200.2K
679
增持
HON
Honeywell
-$180.0K
11,963
+3%
增持
SYK
Stryker Corp
-$178.1K
8,706
+2%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$170.6K
31,147
+4%
增持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
-$170.1K
18,153
+1%
增持
BAC
Bank Of America Corp
+$168.3K
52,962
+0%
减持
ADBE
Adobe Inc
-$168.1K
3,296
-4%
增持
PSX
Phillips 66
+$158.3K
3,479
+33%
减持
PM
Philip Morris Intl
-$155.9K
6,320
-0%
减持
XLK
Technology Select Sector SPDR ETF
+$154.2K
4,797
-0%
增持
NRG
NRG Energy Inc
+$154.0K
22,536
+0%
减持
NXST
Nexstar Media Group Inc Com CL A
-$152.0K
2,500
-33%
增持
—
ExxonMobil
+$150.7K
21,433
+3%
减持
BA
Boeing Co
+$146.7K
19,207
-0%
增持
WMT
Wal-Mart
+$144.0K
34,735
+0%
减持
HD
Home Depot
+$144.0K
8,396
-3%
增持
GEV
GE Vernova Inc
+$142.9K
996
+14%
增持
VHT
Vanguard Health Care ETF
+$138.4K
2,274
+21%
增持
ZTS
Zoetis Inc
+$134.0K
13,574
+14%
减持
TIP
iShares TIPS Bond ETF
-$125.7K
3,170
-27%
减持
IWM
iShares Russell 2000 ETF
+$123.5K
4,711
-1%
增持
PPA
Invesco Aerospace & Defense ETF
+$122.8K
2,125
+44%
减持
TFLO
iShares Treasury Floating Rate B ETF
-$120.7K
19,285
-11%
增持
EEM
iShares MSCI Emerging Markets ETF
+$114.7K
8,403
+19%
清仓
SNAP
Snap Inc Class A
-$107.1K
0
-100%
建仓
VCV
Invesco California Value
+$105.3K
10,000
减持
GS
Goldman Sachs Group
+$105.1K
1,961
-2%
减持
GDX
Vaneck Gold Miners ETF
+$102.0K
5,300
-10%
增持
BND
Vanguard Total Bond Market ETF
+$100.5K
13,450
+10%
减持
CHD
Church &dwight Co
-$92.1K
11,121
-1%
减持
MRVL
Marvell Technology Inc
+$90.7K
10,437
-0%
增持
UNH
UnitedHealth Group
+$90.4K
2,087
+0%
增持
NKE
Nike Inc Class B Com
+$89.1K
9,101
+10%
减持
CRM
Salesforce
-$89.1K
1,546
-8%
增持
STZ
Constellation Brands
+$88.0K
7,939
+26%
增持
AWR
American States Water Co
+$86.5K
13,738
+20%
减持
ALL
Allstate Corp
+$85.9K
9,915
-0%
减持
PG
Procter & Gamble
-$85.9K
9,547
-1%
增持
MRK
Merck &co. Inc Com
+$84.8K
4,491
+12%
增持
NOW
ServiceNow Inc
+$83.6K
3,770
+16%
减持
MO
Altria Group Inc
+$83.3K
20,239
-5%
增持
SBUX
Starbucks Corp Com
-$81.7K
30,109
+2%
增持
IVW
iShares S&P 500 Growth ETF
+$81.1K
7,040
+0%
增持
—
Asml Holding N V F Sponsored ADR
+$79.7K
345
+0%
减持
AMD
Advanced Micro Device In
+$71.6K
3,180
-4%
减持
IEFA
iShares Core MSCI EAFE ETF
+$67.7K
18,015
-1%
增持
SCHW
Charles Schwab Corp
+$64.9K
13,540
+4%
增持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
+$61.9K
23,010
+3%
减持
SRE
Sempra
+$61.3K
6,148
-4%
增持
QUAL
iShares MSCI USA QLTY Fact ETF
+$58.7K
3,919
+1%
增持
FIXD
First Trust TCW Opportunistic Fixed Income ETF
+$57.7K
36,058
+2%
减持
FDX
Fedex Corp Com
+$56.0K
5,468
-2%
减持
MDY
SPDR S&P Midcap 400 ETF
-$54.9K
926
-14%
增持
AMLP
Alps Alerian MLP ETF
-$54.3K
32,788
+1%
减持
UPS
United Parcel SRVC Class B
-$53.6K
2,466
-6%
增持
AFL
Aflac Inc
+$53.0K
9,421
+0%
增持
CARR
Carrier Global Corp
-$52.6K
4,673
+4%
增持
LLY
Lilly Eli & Co
+$51.3K
1,253
+0%
减持
CLX
Clorox Co Com
-$50.9K
4,251
-11%
减持
TJX
TJX Companies Inc
+$49.3K
2,638
-0%
减持
NOC
Northrop Grumman Co
+$49.2K
473
-0%
减持
MA
Mastercard
+$48.9K
3,754
-0%
减持
—
Johnson Controls Inter F
+$48.8K
16,207
-0%
增持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
+$48.6K
54,312
+1%
增持
BUFR
FT Vest Fund Of Buffer ETF
+$48.2K
7,467
+18%
增持
FCX
Freeport-Mcmoran Inc
+$47.4K
35,434
+16%
