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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 57
减持 65
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$15.5M
511,249
-4%
增持
VUG
Vanguard Growth Index Fund ETF
-$9.2M
221,595
+2%
减持
MSFT
Microsoft
-$5.5M
47,667
-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。
减持
ORCL
Oracle Corp
-$4.1M
6,488
-75%
减持
NVDA
Nvidia Corp
-$3.8M
304,711
-0%
增持
VYM
Vanguard High Dividend Yield Index Fund ETF
+$3.5M
645,989
+1%
减持
GOOGL
Alphabet Inc
-$3.1M
94,867
-2%
清仓
NOW
ServiceNow Inc
-$3.0M
0
-100%
增持
FLS
Flowserve Corp
+$2.5M
37,051
+888%
减持
VRT
Vertiv Holdings Co Class A
+$2.2M
29,389
-8%
减持
META
Meta Platforms Inc
-$2.0M
20,056
-2%
减持
IVV
iShares Core S&P 500 ETF
-$1.9M
50,596
-1%
减持
V
Visa Inc
-$1.8M
32,979
-2%
增持
COP
Conocophillips Com
+$1.7M
41,496
+3%
减持
BKLN
Invesco Senior Loan ETF
-$1.6M
81,007
-48%
清仓
OWL
Blue Owl Cap Inc Class A
-$1.6M
0
-100%
增持
GLD
SPDR Gold TR Gold (SHS)
+$1.4M
20,663
+10%
增持
PANW
Palo Alto Networks
-$1.4M
71,857
+3%
减持
TSLA
Tesla Motors
-$1.2M
15,349
-1%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
+$1.2M
26,540
+96%
减持
AME
Ametek Inc
-$1.2M
68,458
-12%
减持
AVGO
Broadcom Inc
-$1.2M
27,678
-2%
增持
CVX
Chevron Corp.
+$1.1M
20,348
+0%
增持
—
ExxonMobil
+$1.1M
22,032
+0%
减持
COST
Costco Wholesale
+$1.1M
8,540
-1%
清仓
ADBE
Adobe Inc
-$1.0M
0
-100%
增持
IEMG
iShares Core MSCI Emerging ETF
+$1.0M
263,874
+2%
减持
SCHG
Schwab US Large Cap Growth ETF
-$970.8K
152,049
-8%
减持
JPM
JPMorgan Chase & Co
-$900.7K
30,980
-0%
减持
PWR
Quanta Services Inc
+$857.1K
7,771
-4%
减持
MU
Micron Technology
+$755.2K
14,562
-0%
增持
JAAA
Janus Henderson Aaa Clo ETF IV
+$752.7K
177,069
+10%
增持
TMO
Thermo Fisher
-$722.8K
8,418
+0%
建仓
—
Establishment Labs HLD F
+$717.6K
12,639
减持
DELL
Dell Technologies Inc Class C
+$707.9K
21,366
-4%
增持
CAT
Caterpillar
+$694.9K
5,060
+0%
增持
AMZN
Amazon.Com Inc
-$690.8K
56,295
+5%
建仓
PSQ
ProShares Short QQQ ETF
+$676.0K
21,000
减持
LHX
L3harris
+$651.0K
13,438
-1%
减持
SHY
iShares Trust 1-3 (year Treasury Bond Etf)
-$648.3K
41,996
-15%
增持
GOOG
Alphabet Inc. Class C
-$630.5K
25,664
+1%
增持
IJR
iShares Core S&P Small-Cap ETF
+$575.3K
129,328
+0%
减持
BX
Blackstone Inc
-$567.0K
3,796
-42%
增持
BINC
BlackRock Flexible Income ETF
+$565.5K
195,501
+8%
增持
NFLX
Netflix Inc
+$550.9K
38,639
+14%
增持
—
Eaton Corp PLC F
+$544.2K
12,368
+2%
减持
URI
United Rentals Inc
-$543.3K
3,801
-7%
减持
TDG
Transdigm Group
-$515.6K
1,904
-7%
减持
—
Johnson Controls Inter F
-$487.2K
11,148
-31%
增持
JNJ
Johnson & Johnson
+$456.8K
11,899
+0%
增持
XLU
Utilities Select (sector SPDR Fund)
+$451.8K
101,963
+3%
增持
FPE
First Trust Preferred Securities and Income ETF
-$450.0K
999,249
+0%
减持
WMT
Wal-Mart
+$445.3K
35,168
-0%
增持
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$437.3K
84,555
+28%
减持
RKT
Rocket Cos Inc Com
-$416.1K
69,330
-4%
减持
MS
Morgan Stanley
-$407.2K
30,423
-0%
增持
HON
Honeywell
+$384.1K
11,838
+1%
减持
FDX
Fedex Corp Com
+$358.8K
5,379
-0%
减持
AN
Autonation Inc Com
-$357.3K
24,467
-2%
减持
BAC
Bank Of America Corp
-$344.6K
53,797
-0%
减持
GEV
GE Vernova Inc
+$344.3K
1,701
-3%
减持
GS
Goldman Sachs Group
-$342.7K
2,264
-12%
减持
SNDK
Sandisk Corp
+$316.5K
898
-16%
增持
IBIT
iShares Bitcoin ETF
-$314.5K
42,123
+8%
建仓
GLW
Corning Inc
+$308.7K
2,270
增持
RTX
RTX Corp
+$302.6K
10,165
+12%
增持
PLTR
Palantir Technologies In Class A
+$300.4K
6,790
+74%
增持
TIP
iShares TIPS Bond ETF
+$299.3K
5,715
+90%
增持
DIS
Walt Disney
-$299.1K
22,024
+3%
减持
XLE
Energy Select Sector SPDR ETF
+$295.4K
18,359
-1%
增持
QQQ
Invesco QQQ Trust
-$284.3K
11,317
+2%
增持
INTU
Intuit Inc
-$282.9K
1,253
+1%
减持
NEE
Nextera Energy Inc
+$281.3K
37,158
-6%
建仓
HOOD
Robinhood Markets Inc Com CL A
+$272.2K
3,928
减持
IYW
iShares US Technology ETF
-$269.9K
8,654
-6%
增持
NRG
NRG Energy Inc
-$269.5K
22,578
+1%
清仓
QCOM
Qualcomm Inc
-$259.1K
0
-100%
清仓
USRT
iShares Core US REIT ETF
-$258.4K
0
-100%
增持
MA
Mastercard
-$254.3K
3,716
+1%
减持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
-$247.4K
7,585
-27%
减持
BND
Vanguard Total Bond Market ETF
-$245.3K
14,285
-18%
减持
FCX
Freeport-Mcmoran Inc
+$244.1K
34,770
-2%
清仓
SHOP
Shopify Inc F Class A
-$242.3K
0
-100%
增持
TSM
Taiwan Semiconductr F Sponsored ADR
+$240.2K
2,126
+35%
清仓
COHR
Coherent Corp
-$239.9K
0
-100%
建仓
SOLS
Solstice Advanced
+$238.1K
3,126
减持
SYK
Stryker Corp
-$235.1K
8,401
-1%
清仓
MKC
McCormick &company
-$234.2K
0
-100%
清仓
SYF
Synchrony Finl
-$232.5K
0
-100%
建仓
T
AT&T
+$231.5K
7,985
清仓
—
Vanguard VNG Rus1000val ETF
-$231.4K
0
-100%
清仓
REGN
Regeneron Pharms Inc
-$220.8K
0
-100%
增持
CDZI
Cadiz Inc
+$220.7K
138,000
+69%
清仓
PSTG
Pure Storage Inc
-$215.2K
0
-100%
清仓
CVS
CVS Health Corp
-$215.0K
0
-100%
增持
GBTC
Grayscale Bitcoin TR BTC
-$211.5K
18,379
+6%
建仓
VALE
Vale S.A. Spons Ads Repr 1 Com NPV
+$209.8K
13,184
减持
CME
CME Group Inc
+$209.1K
11,403
-1%
清仓
XLY
SPDR Fund Consumer Discre Select ETF
-$207.8K
0
-100%
建仓
WDC
Western Digital Corp
+$206.1K
762
清仓
EW
Edwards Lifesciences
-$206.0K
0
-100%
清仓
CL
Colgate-Palmolive Co
-$205.8K
0
-100%
清仓
—
Aon PLC F Class A
-$205.0K
0
-100%
清仓
GDXJ
Vaneck Junior Gold Miners ETF
-$204.8K
0
-100%
增持
COF
Capital One FC
-$201.6K
3,494
+1%
清仓
SCHP
Schwab U.S. TIPS ETF
-$200.4K
0
-100%
清仓
MDB
Mongodb Inc Class A
-$200.2K
0
-100%
增持
LLY
Lilly Eli & Co
-$195.4K
1,351
+1%
增持
LMT
Lockheed Martin Corp
+$182.3K
1,494
+0%
减持
PFF
iShares Preferred Income Sec ETF IV
-$180.6K
28,769
-15%
增持
VXF
Vanguard Extended Market ETF S &P Compl
+$178.5K
181,857
+2%
增持
MRVL
Marvell Technology Inc
+$170.8K
10,627
+2%
减持
BSV
Vanguard Short-Term Bond ETF
-$162.7K
6,512
-24%
减持
ZTS
Zoetis Inc
-$162.1K
11,752
-5%
增持
CRM
Salesforce
-$161.6K
2,069
+0%
增持
—
Linde PLC F
+$161.2K
1,334
+14%
减持
MO
Altria Group Inc
+$157.9K
20,097
-1%
减持
NKE
Nike Inc Class B Com
-$155.2K
8,174
-11%
增持
WFC
Wells Fargo & Co
-$152.9K
11,767
+1%
增持
SPY
SPDR S&P 500 ETF
-$152.1K
9,920
+2%
增持
STZ
Constellation Brands
+$148.0K
6,635
+8%
减持
PSX
Phillips 66
+$145.7K
3,293
-6%
减持
SHYG
iShares High Yield Corporat Bond ETF
-$145.3K
45,621
-6%
减持
AMLP
Alps Alerian MLP ETF
+$143.1K
32,018
-2%
减持
HD
Home Depot
-$134.9K
8,330
-0%
增持
ABBV
Abbvie Inc Com
-$132.3K
14,175
+1%
减持
UNH
UnitedHealth Group
-$129.0K
1,937
-2%
减持
IYF
iShares US Financials ETF
-$124.4K
3,072
-18%
增持
AMGN
Amgen Inc.
+$124.0K
4,813
+0%
减持
NXST
Nexstar Media Group Inc Com CL A
-$123.4K
2,125
-15%
减持
AWK
American Water Works
+$120.3K
25,749
-1%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$116.4K
33,374
-8%
增持
XLK
Technology Select Sector SPDR ETF
-$105.7K
9,590
+0%
减持
SBUX
Starbucks Corp Com
+$102.4K
29,718
-2%
减持
HYMB
SPDR Nuveen BLMG HG YL MP BND ETF
-$101.6K
13,050
-23%
增持
IBM
IBM
-$97.0K
1,896
+1%
减持
CHD
Church &dwight Co
+$91.2K
10,217
-1%
减持
SCHW
Charles Schwab Corp
-$88.6K
13,688
-1%
增持
VTI
Vanguard Total Stock Market Index Fund ETF
-$88.5K
7,209
+1%
减持
VZ
Verizon
+$88.2K
10,903
-3%
减持
GE
General Electric Co
-$87.1K
3,324
-1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$83.7K
36,210
+1%
减持
VHT
Vanguard Health Care ETF
-$83.1K
2,099
-8%
增持
—
Asml Holding N V F Sponsored ADR
+$82.7K
287
+4%
增持
VGT
Vanguard Information Technology Index Fund ETF
-$82.5K
1,905
+2%
减持
PG
Procter & Gamble
-$82.0K
8,568
-7%
增持
MGM
MGM Resorts Intl
+$79.9K
13,315
+18%
减持
IEI
iShares 3-7 Year Treasury Bond ETF
-$78.1K
11,145
-5%
增持
SHEL
Shell PLC F Sponsored ADR
+$76.8K
3,711
+2%
增持
KO
Coca-Cola
+$75.2K
10,156
+2%
