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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 78
减持 44
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
VXF
Vanguard Extended Market ETF S &P Compl
+$37.2M
178,116
减持
IJR
iShares Core S&P Small-Cap ETF
-$36.6M
128,985
-70%
减持
AAPL
Apple Inc
+$7.2M
534,282
-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
IVV
iShares Core S&P 500 ETF
+$7.1M
50,961
+23%
减持
GOOGL
Alphabet Inc
+$6.4M
97,000
-0%
增持
MU
Micron Technology
+$4.0M
14,591
+1205%
增持
ORCL
Oracle Corp
-$2.4M
25,948
+0%
增持
URI
United Rentals Inc
+$2.4M
4,093
+322%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$2.3M
642,119
+1%
建仓
IJH
iShares Core S&P Mid Cap
+$2.1M
31,210
增持
GOOG
Alphabet Inc. Class C
+$1.8M
25,470
+2%
增持
IEFA
iShares Core MSCI EAFE ETF
+$1.6M
35,708
+98%
增持
—
Eaton Corp PLC F
+$1.6M
12,180
+100%
增持
VB
Vanguard Small Cap ETF IV
+$1.4M
6,328
+517%
减持
AZO
Autozone Inc Com
-$1.3M
1,527
-0%
增持
VUG
Vanguard Growth Index Fund ETF
+$1.1M
217,235
+0%
增持
MSFT
Microsoft
-$1.0M
47,870
+2%
增持
GLD
SPDR Gold TR Gold (SHS)
+$972.8K
18,816
+3%
增持
BINC
BlackRock Flexible Income ETF
+$914.7K
181,674
+11%
增持
META
Meta Platforms Inc
-$745.6K
20,378
+4%
增持
IEMG
iShares Core MSCI Emerging ETF
+$739.4K
258,722
+4%
增持
GS
Goldman Sachs Group
+$729.8K
2,568
+31%
增持
AMZN
Amazon.Com Inc
+$720.1K
53,788
+2%
建仓
C
Citigroup Inc
+$718.4K
6,156
增持
MS
Morgan Stanley
+$716.0K
30,496
+1%
增持
NFLX
Netflix Inc
-$683.8K
33,748
+920%
增持
TMO
Thermo Fisher
+$676.6K
8,388
+5%
增持
BRK/B
Berkshire Hathaway
+$645.9K
12,191
+10%
增持
TSLA
Tesla Motors
+$643.1K
15,442
+7%
增持
AVGO
Broadcom Inc
+$611.7K
28,258
+4%
增持
JPM
JPMorgan Chase & Co
+$583.7K
31,078
+1%
减持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
-$540.2K
10,340
-43%
减持
AN
Autonation Inc Com
-$540.1K
24,868
-2%
增持
GEV
GE Vernova Inc
+$536.7K
1,745
+75%
增持
IBIT
iShares Bitcoin ETF
-$532.2K
38,930
+9%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$469.3K
117,794
+10%
减持
GBTC
Grayscale Bitcoin TR BTC
-$462.2K
17,279
-0%
增持
CAT
Caterpillar
+$447.8K
5,045
+1%
减持
HD
Home Depot
-$441.9K
8,354
-1%
减持
ZTS
Zoetis Inc
-$437.2K
12,330
-9%
减持
FCX
Freeport-Mcmoran Inc
+$422.4K
35,433
-0%
增持
NOW
ServiceNow Inc
-$419.8K
19,657
+421%
增持
LLY
Lilly Eli & Co
+$410.8K
1,338
+7%
增持
WMT
Wal-Mart
+$392.9K
35,234
+1%
清仓
SHM
SPDR Nuven BLM SHT TM MPL BND ETF
-$384.9K
0
-100%
减持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
-$382.2K
49,697
-8%
建仓
AGG
iShares Core US Aggregate Bond ETF
+$379.0K
3,795
增持
RTX
RTX Corp
+$377.2K
9,041
+18%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$370.5K
36,097
+16%
建仓
VNQ
Vanguard Real Estate ETF
+$366.3K
4,139
建仓
RLY
SPDR Ssga Multi Asset Real Retur ETF
+$332.9K
10,584
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$315.7K
161,453
+4%
增持
BND
Vanguard Total Bond Market ETF
+$296.5K
17,513
+30%
增持
BAC
Bank Of America Corp
+$293.7K
53,950
+2%
增持
JNJ
Johnson & Johnson
+$288.2K
11,847
+2%
增持
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$287.1K
65,838
+21%
增持
VOO
Vanguard S&P 500 ETF
+$280.9K
8,158
+4%
增持
SPY
SPDR S&P 500 ETF
+$276.9K
9,684
+2%
减持
OWL
Blue Owl Cap Inc Class A
-$274.7K
104,738
-9%
清仓
PEG
Pub SVC Enterpise GP
-$270.8K
0
-100%
减持
STZ
Constellation Brands
-$268.2K
6,142
-23%
增持
—
ExxonMobil
+$263.4K
22,010
+3%
增持
NVDA
Nvidia Corp
+$260.5K
305,364
+2%
建仓
FLS
Flowserve Corp
+$260.2K
3,750
建仓
USRT
iShares Core US REIT ETF
+$258.4K
4,537
增持
XLU
Utilities Select (sector SPDR Fund)
-$256.2K
99,024
+94%
清仓
ETHE
Grayscale Ethereum TR Et
-$255.4K
0
-100%
建仓
SNDK
Sandisk Corp
+$254.0K
1,070
清仓
SNOW
Snowflake Inc Class A
-$247.5K
0
-100%
建仓
SMH
Vaneck Semiconductor ETF
+$240.6K
668
建仓
COHR
Coherent Corp
+$239.9K
1,300
减持
MINT
PIMCO Enhanced SHRT Maturty Actv ETF
-$239.0K
20,628
-10%
减持
HON
Honeywell
-$232.7K
11,746
-2%
增持
COST
Costco Wholesale
-$232.6K
8,620
+3%
建仓
SYF
Synchrony Finl
+$232.5K
2,787
减持
FDX
Fedex Corp Com
+$232.3K
5,391
-1%
建仓
—
Vanguard VNG Rus1000val ETF
+$231.4K
2,507
减持
AME
Ametek Inc
-$221.3K
77,452
-11%
清仓
APP
Applovin Corp Class A
-$220.8K
0
-100%
建仓
REGN
Regeneron Pharms Inc
+$220.8K
286
建仓
CVS
CVS Health Corp
+$215.0K
2,708
增持
COP
Conocophillips Com
+$214.7K
40,131
+6%
清仓
HIMS
Hims & Hers Health Inc
-$210.9K
0
-100%
建仓
EW
Edwards Lifesciences
+$206.0K
2,416
建仓
GDXJ
Vaneck Junior Gold Miners ETF
+$204.8K
1,800
建仓
DE
Deere & Co
+$202.1K
434
减持
NRG
NRG Energy Inc
-$201.2K
22,413
-1%
清仓
VO
Vanguard Mid Cap ETF
-$200.2K
0
-100%
建仓
MDB
Mongodb Inc Class A
+$200.2K
477
增持
CME
CME Group Inc
+$198.9K
11,568
+4%
增持
V
Visa Inc
+$196.4K
33,671
+0%
减持
SYK
Stryker Corp
-$194.3K
8,523
-2%
减持
ISRG
Intuitive Surgical
+$188.2K
1,551
-0%
增持
DIS
Walt Disney
+$186.1K
21,286
+7%
增持
—
Johnson Controls Inter F
+$186.0K
16,259
+0%
增持
CRM
Salesforce
+$178.5K
2,068
+34%
增持
WFC
Wells Fargo & Co
+$178.4K
11,692
+3%
减持
TLT
iShares TR 20 YR TR (BD Etf)
-$176.1K
2,709
-41%
增持
HYMB
SPDR Nuveen BLMG HG YL MP BND ETF
+$175.3K
17,050
+70%
减持
PFF
iShares Preferred Income Sec ETF IV
-$171.1K
34,007
-12%
增持
AMD
Advanced Micro Device In
+$170.6K
3,317
+4%
增持
MO
Altria Group Inc
-$162.5K
20,261
+0%
增持
BUFR
FT Vest Fund Of Buffer ETF
+$152.6K
11,747
+57%
减持
AMGN
Amgen Inc.
+$141.3K
4,795
-0%
增持
RKT
Rocket Cos Inc Com
+$139.9K
72,522
+5%
减持
AWK
American Water Works
-$139.1K
25,930
-0%
减持
PG
Procter & Gamble
-$132.1K
9,207
-4%
减持
ADBE
Adobe Inc
-$132.0K
2,933
-11%
减持
CLX
Clorox Co Com
-$129.2K
3,874
-9%
减持
CHD
Church &dwight Co
-$120.9K
10,283
-8%
增持
SCHW
Charles Schwab Corp
+$119.8K
13,762
+2%
减持
VTI
Vanguard Total Stock Market Index Fund ETF
-$119.4K
7,162
-6%
增持
COF
Capital One FC
+$117.0K
3,462
+2%
减持
BX
Blackstone Inc
-$113.7K
6,510
-3%
增持
ABBV
Abbvie Inc Com
-$112.8K
14,072
+0%
增持
TDG
Transdigm Group
+$112.2K
2,047
+1%
增持
DELL
Dell Technologies Inc Class C
-$110.8K
22,235
+13%
增持
PH
Parker-Hannifin Corp
+$110.7K
709
+5%
增持
SCHF
Schwab International Equity ETF
+$105.5K
19,018
+27%
清仓
VCV
Invesco California Value
-$105.3K
0
-100%
减持
BKLN
Invesco Senior Loan ETF
-$104.6K
155,677
-3%
减持
BTC
Grayscale Bitcoin Mini Trust ETF
-$101.9K
6,831
-0%
增持
CDZI
Cadiz Inc
+$101.6K
81,436
+9%
增持
RIVN
Rivian Automotive Inc Class A
+$96.7K
15,184
+1%
增持
IWM
iShares Russell 2000 ETF
+$93.8K
5,051
+7%
减持
DVY
iShares Select Dividend ETF
-$92.3K
2,236
-22%
增持
NKE
Nike Inc Class B Com
-$91.8K
9,212
+1%
增持
ICE
Intercontinental Exchange Inc
+$89.8K
24,224
+2%
增持
AXP
American Express Co
+$86.3K
1,633
+4%
减持
UNH
UnitedHealth Group
-$85.1K
1,979
-5%
减持
IEI
iShares 3-7 Year Treasury Bond ETF
-$83.9K
11,729
-6%
减持
PLTR
Palantir Technologies In Class A
-$78.5K
3,898
-5%
增持
MRK
Merck &co. Inc Com
+$77.6K
4,556
+1%
减持
CMF
iShares California Muni Bond ETF
-$77.4K
21,361
-7%
减持
VRT
Vertiv Holdings Co Class A
-$74.8K
32,015
-2%
增持
SCHG
Schwab US Large Cap Growth ETF
+$73.6K
165,542
+0%
增持
FPE
First Trust Preferred Securities and Income ETF
-$69.8K
998,172
+0%
增持
GE
General Electric Co
+$69.8K
3,345
+4%
增持
KO
Coca-Cola
+$69.5K
9,973
+5%
减持
HACK
Amplify Cybersecurity ETF
-$68.1K
7,355
-2%
增持
SCHA
Schwab US Small Cap ETF
+$66.5K
14,553
+17%
建仓
BDTX
Black Diamond Therapeuti
+$65.6K
27,000
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$61.3K
3,587
-16%
减持
—
Asml Holding N V F Sponsored ADR
-$59.1K
277
-20%
减持
TFLO
iShares Treasury Floating Rate B ETF
-$58.0K
18,125
-6%
减持
MA
Mastercard
-$56.7K
3,697
-2%
增持
IBM
IBM
+$54.0K
1,879
+7%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$53.0K
4,484
-13%
增持
IBB
iShares Biotechnology ETF
+$52.4K
2,712
+0%
增持
SBUX
Starbucks Corp Com
-$51.1K
30,400
+1%
