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HighMark Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HighMark Wealth Management LLC
报告期 2026-03-31 · CIK 0001802451
持仓数
555
前50大市值合计
$225.0M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
IVV
ISHARES TR
CORE S&P500 ETF
$76.2M
116,955
33.9%
EFV
ISHARES TR
EAFE VALUE ETF
$16.4M
220,341
7.3%
IWM
ISHARES TR
RUSSELL 2000 ETF
$13.5M
54,616
6.0%
AXGN
AXOGEN INC
COM
$11.4M
344,940
5.1%
IJR
ISHARES TR
CORE S&P SCP ETF
$11.2M
90,685
5.0%
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS
$9.8M
16,511
4.4%
—
CENTESSA PHARMACEUTICALS PLC
SPONSORED ADS
$9.4M
236,785
4.2%
IUSV
ISHARES TR
CORE S&P US VLU
$8.2M
80,539
3.6%
WFC
WELLS FARGO &CO
COM
$5.5M
68,597
2.4%
ANAB
ANAPTYSBIO INC
COM
$5.2M
94,050
2.3%
DWAS
INVESCO EXCH TRADED FD TR II
DORSEY WRGT SMLC
$4.6M
46,857
2.0%
NEO
NEOGENOMICS INC
COM NEW
$4.3M
579,834
1.9%
IJH
ISHARES TR
CORE S&P MCP ETF
$4.1M
60,699
1.8%
TLT
ISHARES TR
20 YR TR BD ETF
$3.1M
35,741
1.4%
ATRC
ATRICURE INC
COM
$2.4M
83,720
1.1%
NVDA
NVIDIA CORPORATION
COM
$2.2M
12,775
1.0%
SIBN
SI BONE INC
COM
$2.0M
159,832
0.9%
AAPL
APPLE INC
COM
$2.0M
7,840
0.9%
MASS
908 DEVICES INC
COM
$2.0M
319,350
0.9%
TWST
TWIST BIOSCIENCE CORP
COM
$1.9M
39,290
0.8%
EWTX
EDGEWISE THERAPEUTICS INC
COM
$1.7M
53,179
0.7%
MSFT
MICROSOFT CORP
COM
$1.7M
4,506
0.7%
TRV
TRAVELERS COMPANIES INC
COM
$1.6M
5,575
0.7%
LLY
ELI LILLY &CO
COM
$1.6M
1,728
0.7%
MMM
3M CO
COM
$1.4M
9,761
0.6%
XENE
XENON PHARMACEUTICALS INC
COM
$1.3M
23,000
0.6%
IJJ
ISHARES TR
S&P MC 400VL ETF
$1.2M
9,274
0.5%
IVE
ISHARES TR
S&P 500 VAL ETF
$1.2M
5,742
0.5%
PIPR
PIPER SANDLER COMPANIES
COM NEW
$1.2M
15,748
0.5%
IWN
ISHARES TR
RUS 2000 VAL ETF
$1.1M
6,020
0.5%
HCAT
HEALTH CATALYST INC
COM
$1.1M
903,082
0.5%
TSLA
TESLA INC
COM
$1.1M
2,833
0.5%
XEL
XCEL ENERGY INC
COM
$1.0M
13,070
0.5%
LQD
ISHARES TR
IBOXX INV CP ETF
$980.7K
8,998
0.4%
AGG
ISHARES TR
CORE US AGGBD ET
$898.5K
9,051
0.4%
USB
US BANCORP
COM NEW
$882.6K
16,969
0.4%
NPCE
NEUROPACE INC
COM
$828.5K
63,000
0.4%
VTI
VANGUARD INDEX FDS
TOTAL STK MKT
$794.1K
2,475
0.4%
CRNX
CRINETICS PHARMACEUTICALS IN
COM
$744.4K
20,495
0.3%
HSBC
HSBC HLDGS PLC
SPON ADR NEW
$743.1K
9,008
0.3%
PG
PROCTER &GAMBLE CO
COM
$742.1K
5,138
0.3%
SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT
$729.5K
1,122
0.3%
ORGO
ORGANOGENESIS HLDGS INC
COM
$718.2K
303,029
0.3%
SPEM
SPDR INDEX SHS FDS
STATE STREET SPD
$703.3K
14,992
0.3%
TNDM
TANDEM DIABETES CARE INC
COM NEW
$654.1K
34,120
0.3%
AMZN
AMAZON COM INC
COM
$590.5K
2,835
0.3%
GOOGL
ALPHABET INC
CAP STK CL A
$582.7K
2,026
0.3%
ATEC
ALPHATEC HLDGS INC
COM NEW
$575.6K
52,900
0.3%
ECL
ECOLAB INC
COM
$557.4K
2,095
0.2%
—
EXXON MOBIL CORP
COM
$532.6K
3,139
0.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
62%
前 6 大占比
IVV
33.9%
EFV
7.3%
IWM
6.0%
AXGN
5.1%
IJR
5.0%
VOO
4.4%
其他
38.4%
