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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
$225.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 78
减持 30
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$3.1M
1,606
-91%
减持
EFV
ISHARES TR
-$1.9M
344,556
-1%
增持
IVV
ISHARES TR
+$1.0M
120,163
+8%
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
IWM
ISHARES TR
-$788.0K
83
-98%
增持
SPEM
SPDR INDEX SHS FDS
-$500.0K
337,598
+7%
增持
IJR
ISHARES TR
-$359.0K
82,635
+1%
增持
IUSV
ISHARES TR
-$337.0K
88,471
+1%
增持
—
MODEL N INC
+$334.0K
36,759
+2%
减持
HALO
HALOZYME THERAPEUTICS INC
-$291.0K
48,490
-3%
增持
—
VERTEX ENERGY INC
+$247.0K
40,345
+11594%
建仓
—
SONENDO INC
+$230.0K
215,360
减持
DKNG
DRAFTKINGS INC NEW
-$103.0K
2,392
-77%
增持
USB
US BANCORP DEL
-$99.0K
17,890
+0%
增持
IJH
ISHARES TR
-$79.0K
12,527
+0%
增持
IVE
ISHARES TR
-$77.0K
8,974
+0%
增持
IJS
ISHARES TR
-$75.0K
12,892
+1%
减持
—
WESTPORT FUEL SYSTEMS INC
-$72.0K
13,500
-84%
清仓
—
TURNING POINT THERAPEUTICS I
-$67.0K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$60.0K
54,867
+0%
减持
VV
VANGUARD INDEX FDS
-$58.0K
1,668
-13%
增持
PG
PROCTER AND GAMBLE CO
-$57.0K
3,407
+1%
减持
—
SEASPINE HLDGS CORP
-$53.0K
299,662
-4%
增持
XEL
XCEL ENERGY INC
-$48.0K
7,134
+0%
增持
IJJ
ISHARES TR
-$46.0K
12,328
+1%
增持
MSFT
MICROSOFT CORP
-$46.0K
1,932
+0%
减持
SHY
ISHARES TR
-$46.0K
21,540
-1%
建仓
—
PROSHARES TR
+$45.0K
2,600
增持
TRV
TRAVELERS COMPANIES INC
-$43.0K
2,856
+1%
清仓
LQD
ISHARES TR
-$36.0K
0
-100%
建仓
AGG
ISHARES TR
+$30.0K
314
增持
TSLA
TESLA INC
+$29.0K
652
+205%
清仓
—
BENEFITFOCUS INC
-$28.0K
0
-100%
建仓
—
SINCLAIR BROADCAST GROUP INC
+$27.0K
1,507
增持
AMZN
AMAZON COM INC
+$26.0K
2,946
+1%
增持
AAPL
APPLE INC
+$26.0K
5,824
+2%
减持
IGSB
ISHARES TR
-$25.0K
605
-44%
增持
UBER
UBER TECHNOLOGIES INC
+$25.0K
4,083
+0%
增持
AXGN
AXOGEN INC
+$25.0K
2,235
+851%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$23.0K
250
减持
JNJ
JOHNSON &JOHNSON
-$23.0K
1,209
-2%
减持
GIS
GENERAL MLS INC
-$21.0K
817
-27%
清仓
FPI
FARMLAND PARTNERS INC
-$21.0K
0
-100%
清仓
GRFS
GRIFOLS S A
-$20.0K
0
-100%
建仓
—
SAGE THERAPEUTICS INC
+$20.0K
500
增持
SPY
SPDR S&P 500 ETF TR
-$20.0K
1,595
+3%
清仓
—
JUNIPER NETWORKS INC
-$20.0K
0
-100%
增持
T
AT&T INC
-$19.0K
3,774
+3%
增持
IEFA
ISHARES TR
-$19.0K
3,113
+0%
清仓
CYH
COMMUNITY HEALTH SYS INC NEW
-$19.0K
0
-100%
清仓
—
ISHARES U S ETF TR
-$19.0K
0
-100%
增持
DXCM
DEXCOM INC
+$18.0K
3,035
+0%
建仓
—
CRISPR THERAPEUTICS AG
+$18.0K
275
清仓
—
FRANCHISE GROUP INC
-$18.0K
0
-100%
建仓
GBTG
GLOBAL BUSINESS TRAVEL GROUP
+$17.0K
3,000
增持
SPIB
SPDR SER TR
+$17.0K
1,111
+100%
增持
ECL
ECOLAB INC
-$17.0K
1,991
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.0K
816
+1%
清仓
STIM
NEURONETICS INC
-$16.0K
0
-100%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$16.0K
0
-100%
减持
—
GLOBALSTAR INC
+$16.0K
146,000
-17%
减持
XLE
SELECT SECTOR SPDR TR
-$16.0K
773
-24%
清仓
—
F45 TRAINING HLDGS INC
-$16.0K
0
-100%
增持
PFE
PFIZER INC
-$15.0K
1,741
+1%
清仓
—
CDK GLOBAL INC
-$15.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$15.0K
1,482
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$13.0K
267
+14%
增持
—
MEDTRONIC PLC
-$12.0K
1,471
+1%
增持
SHEL
SHELL PLC
+$12.0K
287
+636%
增持
BBBY
OVERSTOCK COM INC DEL
+$11.0K
510
+1175%
增持
—
POLYMET MNG CORP
+$10.0K
51,285
+2%
增持
VLO
VALERO ENERGY CORP
+$10.0K
265
+61%
清仓
BLCN
SIREN ETF TR
-$10.0K
0
-100%
增持
TCMD
TACTILE SYS TECHNOLOGY INC
+$10.0K
5,000
+25%
增持
WBS
WEBSTER FINL CORP
+$9.0K
2,592
+1%
增持
COST
COSTCO WHSL CORP NEW
+$9.0K
421
+6%
增持
HCAT
HEALTH CATALYST INC
+$8.0K
1,250
+400%
增持
NVDA
NVIDIA CORPORATION
+$8.0K
1,049
+34%
清仓
ALL
ALLSTATE CORP
-$8.0K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$7.0K
5,378
+1%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$7.0K
1,250
+25%
建仓
—
LINDE PLC
+$7.0K
25
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$7.0K
1,150
+28%
增持
—
EXXON MOBIL CORP
+$7.0K
2,942
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$7.0K
320
-13%
减持
—
MEI PHARMA INC
-$6.0K
20,600
-10%
增持
FDX
FEDEX CORP
-$6.0K
111
+16%
增持
IHF
ISHARES TR
+$6.0K
119
+27%
建仓
MSTR
MICROSTRATEGY INC
+$6.0K
30
建仓
NVO
NOVO-NORDISK A S
+$5.0K
54
增持
F
FORD MTR CO DEL
+$5.0K
1,571
+37%
清仓
—
CREDIT SUISSE AG NASSAU BRH
-$5.0K
0
-100%
增持
—
ETF MANAGERS TR
-$5.0K
4,581
+2%
增持
KRE
SPDR SER TR
+$5.0K
3,813
+1%
建仓
SLVO
CREDIT SUISSE AG NASSAU BRH
+$5.0K
59
增持
KO
COCA COLA CO
-$5.0K
866
+1%
清仓
—
II-VI INC
-$4.0K
0
-100%
增持
GOOG
ALPHABET INC
+$4.0K
1,430
+2244%
建仓
TMUS
T-MOBILE US INC
+$4.0K
30
增持
BSV
VANGUARD BD INDEX FDS
+$4.0K
567
+13%
建仓
—
AON PLC
+$4.0K
14
清仓
FOXA
FOX CORP
-$4.0K
0
-100%
增持
—
SOUTHWESTERN ENERGY CO
+$4.0K
3,285
+29%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.0K
880
+26%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$4.0K
50
-43%
增持
PYPL
PAYPAL HLDGS INC
+$4.0K
238
+3%
增持
WPM
WHEATON PRECIOUS METALS CORP
-$4.0K
1,004
+0%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$4.0K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$4.0K
116
清仓
EEFT
EURONET WORLDWIDE INC
-$4.0K
0
-100%
增持
SD
SANDRIDGE ENERGY INC
+$3.0K
1,150
+11%
增持
EFG
ISHARES TR
-$3.0K
538
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0K
375
+13%
减持
—
LIVENT CORP
-$3.0K
500
-38%
增持
CVS
CVS HEALTH CORP
+$3.0K
900
+1%
减持
—
ARCH CAP GROUP LTD
-$3.0K
66
-48%
增持
VEEV
VEEVA SYS INC
+$3.0K
23
+283%
建仓
—
ASTRAZENECA PLC
+$3.0K
52
减持
TFX
TELEFLEX INCORPORATED
-$3.0K
15
-38%
清仓
ENTG
ENTEGRIS INC
-$3.0K
0
-100%
增持
PEP
PEPSICO INC
-$3.0K
1,322
+0%
减持
EIX
EDISON INTL
-$3.0K
60
-38%
增持
SNAP
SNAP INC
-$3.0K
1,240
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0K
514
+5%
增持
FLRN
SPDR SER TR
+$3.0K
763
+13%
减持
DEO
DIAGEO PLC
-$3.0K
127
-7%
增持
BND
VANGUARD BD INDEX FDS
+$3.0K
435
+16%
增持
—
AMARIN CORP PLC
-$3.0K
15,000
+15%
建仓
HAL
HALLIBURTON CO
+$3.0K
120
建仓
COHR
COHERENT CORP
+$3.0K
72
增持
XLV
SELECT SECTOR SPDR TR
+$3.0K
155
+22%
增持
VB
VANGUARD INDEX FDS
+$3.0K
113
+22%
增持
CSCO
CISCO SYS INC
-$2.0K
903
+1%
减持
FMC
FMC CORP
-$2.0K
52
-19%
建仓
—
TOTALENERGIES SE
+$2.0K
45
增持
SPSB
SPDR SER TR
+$2.0K
2,294
+4%
增持
KBE
SPDR SER TR
+$2.0K
2,565
+1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$2.0K
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$2.0K
0
-100%
增持
—
BARRICK GOLD CORP
-$2.0K
1,105
+1%
增持
PM
PHILIP MORRIS INTL INC
-$2.0K
108
+1%
减持
ALV
AUTOLIV INC
-$2.0K
18
-57%
增持
BBY
BEST BUY INC
-$2.0K
2,062
+1%
减持
—
SUTRO BIOPHARMA INC
-$2.0K
3,975
-13%
减持
—
NXP SEMICONDUCTORS N V
-$2.0K
33
-28%
减持
MAA
MID-AMER APT CMNTYS INC
-$2.0K
40
-11%
增持
OTTR
OTTER TAIL CORP
-$2.0K
310
+0%
减持
DJT
DIGITAL WORLD ACQUISITION CO
-$2.0K
185
-8%
减持
ZTS
ZOETIS INC
-$2.0K
55
-4%
减持
TGT
TARGET CORP
+$2.0K
354
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.0K
517
+24%
