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
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
$225.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 37
增持 62
减持 30
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
IWM
ISHARES TR
-$9.1M
90
-100%
增持
IJR
ISHARES TR
+$8.5M
83,613
+1700%
减持
TIP
ISHARES TR
-$8.5M
5
-100%
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 TR
+$5.0M
121,198
+16%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$691.0K
37,499
-26%
增持
SPEM
SPDR INDEX SHS FDS
-$373.0K
325,382
+4%
减持
SHY
ISHARES TR
-$331.0K
28,413
-10%
增持
—
SEASPINE HLDGS CORP
-$305.0K
308,619
+4%
减持
IJH
ISHARES TR
-$235.0K
13,422
-1%
建仓
—
VERTEX ENERGY INC
+$219.0K
140
清仓
—
DELAWARE INVTS MINN MUN INCO
-$179.0K
0
-100%
增持
MMM
3M CO
-$178.0K
7,065
+2%
建仓
VFL
DELAWARE INVTS NATL MUN INCO
+$163.0K
12,880
清仓
—
WESTPORT FUEL SYSTEMS INC
-$150.0K
0
-100%
减持
HALO
HALOZYME THERAPEUTICS INC
-$133.0K
49,690
-6%
减持
—
QUIDEL CORP
-$124.0K
4,290
-4%
增持
IUSV
ISHARES TR
+$123.0K
89,564
+2%
增持
—
POLYMET MNG CORP
+$123.0K
48,430
+52%
增持
ECL
ECOLAB INC
-$114.0K
1,979
+0%
增持
ASPN
ASPEN AEROGELS INC
+$109.0K
6,750
+170%
增持
ABT
ABBOTT LABS
-$94.0K
4,260
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$77.0K
2,823
+0%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$77.0K
4,235
-2%
增持
IJS
ISHARES TR
+$75.0K
11,772
+9%
增持
IJJ
ISHARES TR
+$73.0K
11,493
+7%
减持
VRAYQ
VIEWRAY INC
-$73.0K
28,000
-16%
增持
IVE
ISHARES TR
+$69.0K
8,752
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.0K
489
+34%
增持
—
EXXON MOBIL CORP
+$63.0K
2,896
+1%
清仓
CLNE
CLEAN ENERGY FUELS CORP
-$61.0K
0
-100%
清仓
SPWH
SPORTSMANS WHSE HLDGS INC
-$59.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$52.0K
1,929
+0%
减持
PG
PROCTER AND GAMBLE CO
-$51.0K
3,373
-2%
增持
USB
US BANCORP DEL
-$51.0K
18,012
+0%
增持
SPSB
SPDR SER TR
+$48.0K
2,196
+285%
增持
META
META PLATFORMS INC
-$47.0K
442
+3%
建仓
MAR
MARRIOTT INTL INC NEW
+$44.0K
250
减持
AAPL
APPLE INC
-$44.0K
5,392
-3%
减持
CVX
CHEVRON CORP NEW
+$41.0K
933
-2%
建仓
LQD
ISHARES TR
+$40.0K
330
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$40.0K
0
-100%
减持
XEL
XCEL ENERGY INC
-$40.0K
7,165
-13%
减持
PEP
PEPSICO INC
-$36.0K
1,372
-10%
增持
EFV
ISHARES TR
+$33.0K
344,790
+0%
减持
PENN
PENN NATL GAMING INC
-$31.0K
571
-46%
建仓
—
CELULARITY INC
+$29.0K
4,417
减持
IEFA
ISHARES TR
-$27.0K
3,334
-4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$27.0K
209
-3%
建仓
YOU
CLEAR SECURE INC
+$27.0K
1,000
增持
SPY
SPDR S&P 500 ETF TR
-$27.0K
1,570
+1%
增持
WFC
WELLS FARGO CO NEW
+$27.0K
54,320
+0%
增持
LLY
LILLY ELI &CO
+$25.0K
2,018
+1%
减持
STIM
NEURONETICS INC
-$25.0K
5,000
-44%
减持
—
PSYCHEMEDICS CORP
-$25.0K
2,039
-63%
清仓
SHOP
SHOPIFY INC
-$25.0K
0
-100%
减持
BBY
BEST BUY INC
-$25.0K
2,016
-1%
增持
QQQ
INVESCO QQQ TR
-$24.0K
822
+1%
清仓
—
ARENA PHARMACEUTICALS INC
-$23.0K
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC
+$23.0K
500
建仓
—
PARAGON 28 INC
+$23.0K
1,350
建仓
SD
SANDRIDGE ENERGY INC
+$23.0K
1,450
增持
VTV
VANGUARD INDEX FDS
-$22.0K
83
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$22.0K
949
+132%
建仓
EXPE
EXPEDIA GROUP INC
+$22.0K
110
清仓
VUG
VANGUARD INDEX FDS
-$22.0K
0
建仓
—
ISHARES U S ETF TR
+$22.0K
500
建仓
ATRC
ATRICURE INC
+$21.0K
325
增持
GIS
GENERAL MLS INC
+$21.0K
1,107
+39%
建仓
FPI
FARMLAND PARTNERS INC
+$21.0K
1,550
增持
XLE
SELECT SECTOR SPDR TR
+$21.0K
1,007
+0%
减持
PYPL
PAYPAL HLDGS INC
-$21.0K
265
-4%
增持
VTI
VANGUARD INDEX FDS
-$21.0K
1,583
+0%
建仓
Z
ZILLOW GROUP INC
+$21.0K
425
增持
MGM
MGM RESORTS INTERNATIONAL
+$21.0K
572
+694%
建仓
HLX
HELIX ENERGY SOLUTIONS GRP I
+$20.0K
4,250
建仓
KIDS
ORTHOPEDIATRICS CORP
+$20.0K
375
增持
DIS
DISNEY WALT CO
-$19.0K
1,193
+1%
增持
—
INVESCO EXCHANGE TRADED FD T
+$18.0K
6,002
+100%
增持
DXCM
DEXCOM INC
-$18.0K
758
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$18.0K
694
+6%
减持
T
AT&T INC
-$17.0K
3,670
-13%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$17.0K
150
建仓
—
VIPER ENERGY PARTNERS LP
+$17.0K
559
清仓
—
AVINGER INC
-$17.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$17.0K
89
-15%
清仓
CCJ
CAMECO CORP
-$17.0K
0
-100%
建仓
IRMD
IRADIMED CORP
+$16.0K
350
增持
NVDA
NVIDIA CORPORATION
-$16.0K
759
+0%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$16.0K
341
建仓
CSR
CENTERSPACE
+$15.0K
153
建仓
BLCN
SIREN ETF TR
+$15.0K
400
建仓
—
EXCHANGE TRADED CONCEPTS TR
+$14.0K
350
建仓
BBH
VANECK ETF TRUST
+$13.0K
80
建仓
—
VERTEX ENERGY INC
+$13.0K
1,345
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$12.0K
0
-100%
建仓
—
INVESCO EXCH TRADED FD TR II
+$12.0K
1,200
增持
—
MEDTRONIC PLC
+$12.0K
1,451
+1%
建仓
LUV
SOUTHWEST AIRLS CO
+$11.0K
250
增持
PFE
PFIZER INC
-$11.0K
1,675
+1%
增持
—
DRAFTKINGS INC
-$11.0K
2,143
+12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$10.0K
624
+7%
增持
—
PROTHENA CORP PLC
-$10.0K
1,175
+9%
增持
MU
MICRON TECHNOLOGY INC
+$10.0K
223
+179%
建仓
HSY
HERSHEY CO
+$10.0K
48
清仓
VO
VANGUARD INDEX FDS
-$10.0K
0
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$9.0K
136
建仓
AAL
AMERICAN AIRLS GROUP INC
+$9.0K
500
清仓
—
CANOPY GROWTH CORP
-$8.0K
0
-100%
增持
DE
DEERE &CO
+$8.0K
111
+1%
增持
COIN
COINBASE GLOBAL INC
-$8.0K
358
+19%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$8.0K
65
增持
DGX
QUEST DIAGNOSTICS INC
-$8.0K
232
+0%
增持
SBUX
STARBUCKS CORP
-$8.0K
329
+1%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$8.0K
11
增持
JNJ
JOHNSON &JOHNSON
+$8.0K
1,235
+0%
建仓
—
AVINGER INC
+$7.0K
1,940
清仓
MDLZ
MONDELEZ INTL INC
-$7.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$7.0K
899
+1%
清仓
—
IHS MARKIT LTD
-$7.0K
0
-100%
清仓
—
CAPRI HOLDINGS LIMITED
-$7.0K
0
-100%
减持
BA
BOEING CO
-$7.0K
289
-6%
建仓
LAD
LITHIA MTRS INC
+$6.0K
19
清仓
—
APTOSE BIOSCIENCES INC
-$6.0K
0
-100%
增持
KRE
SPDR SER TR
-$6.0K
3,768
+0%
建仓
SPGI
S&P GLOBAL INC
+$6.0K
14
清仓
GM
GENERAL MTRS CO
-$6.0K
0
-100%
减持
—
TWITTER INC
-$6.0K
1,100
-3%
清仓
ANSS
ANSYS INC
-$6.0K
0
-100%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$6.0K
244
+0%
增持
IEO
ISHARES TR
+$6.0K
234
+1%
减持
PM
PHILIP MORRIS INTL INC
-$6.0K
106
-38%
增持
NFLX
NETFLIX INC
+$6.0K
38
+171%
增持
—
BARRICK GOLD CORP
+$6.0K
1,084
+0%
增持
—
FISKER INC
-$6.0K
2,114
+1%
增持
VB
VANGUARD INDEX FDS
-$6.0K
86
+12%
增持
TGT
TARGET CORP
-$6.0K
358
+1%
清仓
DG
DOLLAR GEN CORP NEW
-$6.0K
0
-100%
减持
—
NXP SEMICONDUCTORS N V
-$5.0K
46
-26%
建仓
TFX
TELEFLEX INCORPORATED
+$5.0K
14
增持
STZ
CONSTELLATION BRANDS INC
+$5.0K
39
+129%
增持
CMCSA
COMCAST CORP NEW
-$5.0K
1,472
+0%
增持
NOW
SERVICENOW INC
+$5.0K
14
+250%
清仓
—
XILINX INC
-$5.0K
0
-100%
减持
KEY
KEYCORP
-$5.0K
188
-50%
减持
—
Y-MABS THERAPEUTICS INC
-$5.0K
720
-17%
增持
IGSB
ISHARES TR
+$4.0K
1,049
+13%
增持
JPM
JPMORGAN CHASE &CO
-$4.0K
158
+1%
减持
—
ZUORA INC
-$4.0K
220
-41%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$4.0K
84
增持
F
FORD MTR CO DEL
-$4.0K
1,136
+1%