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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 18
增持 76
减持 38
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
SCZ
ISHARES TR
+$2.5M
43,875
增持
VOO
VANGUARD INDEX FDS
+$1.8M
5,272
+8543%
增持
AMZN
AMAZON COM INC
+$1.6M
22,569
+666%
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
EFV
ISHARES TR
+$1.5M
321,203
-7%
增持
—
SONENDO INC
+$1.3M
529,457
+146%
增持
SPEM
SPDR INDEX SHS FDS
+$987.6K
345,517
+2%
减持
IVV
ISHARES TR
+$904.8K
114,447
-5%
减持
—
SEASPINE HLDGS CORP
+$619.0K
277,962
-7%
减持
IUSV
ISHARES TR
+$552.1K
86,244
-3%
减持
IJR
ISHARES TR
+$508.6K
81,411
-1%
减持
HALO
HALOZYME THERAPEUTICS INC
+$460.9K
41,790
-14%
增持
—
PROTHENA CORP PLC
+$382.5K
7,527
+541%
建仓
—
REATA PHARMACEUTICALS INC
+$367.8K
9,681
增持
WFC
WELLS FARGO CO NEW
+$315.5K
61,092
+11%
减持
—
MODEL N INC
+$207.6K
36,134
-2%
减持
SHY
ISHARES TR
-$169.5K
19,450
-10%
减持
CDNA
CAREDX INC
-$161.3K
25,475
-4%
减持
IJH
ISHARES TR
+$157.9K
12,001
-4%
减持
—
VERTEX ENERGY INC
-$137.3K
18,345
-55%
增持
IJS
ISHARES TR
+$125.8K
13,008
+1%
减持
IJJ
ISHARES TR
+$123.8K
12,225
-1%
建仓
—
SOCIETAL CDMO INC
+$122.2K
81,988
增持
EEM
ISHARES TR
+$106.0K
4,460
+148%
增持
TRV
TRAVELERS COMPANIES INC
+$101.0K
2,869
+0%
减持
IVE
ISHARES TR
+$100.6K
8,627
-4%
清仓
—
CYBEROPTICS CORP
-$94.0K
0
-100%
减持
DXCM
DEXCOM INC
+$93.3K
2,979
-2%
增持
TSLA
TESLA INC
-$89.6K
677
+4%
增持
PG
PROCTER AND GAMBLE CO
+$88.7K
3,422
+0%
增持
LLY
LILLY ELI &CO
+$86.9K
2,020
+0%
增持
—
POLYMET MNG CORP
+$75.4K
84,285
+64%
增持
MMM
3M CO
+$70.3K
7,116
+0%
增持
—
EXXON MOBIL CORP
+$70.0K
2,965
+1%
清仓
—
TWITTER INC
-$59.0K
0
-100%
减持
USB
US BANCORP DEL
+$58.3K
17,869
-0%
减持
ABT
ABBOTT LABS
+$55.4K
4,257
-0%
减持
QQQ
INVESCO QQQ TR
-$48.6K
629
-22%
增持
XEL
XCEL ENERGY INC
+$43.3K
7,136
+0%
增持
AAPL
APPLE INC
-$42.3K
5,870
+1%
减持
SPSB
SPDR SER TR
-$41.6K
865
-62%
增持
BBY
BEST BUY INC
+$36.7K
2,090
+1%
建仓
—
CARDIOVASCULAR SYS INC DEL
+$35.4K
2,600
减持
CVX
CHEVRON CORP NEW
+$35.2K
987
-0%
增持
VTI
VANGUARD INDEX FDS
+$34.9K
1,689
+5%
减持
T
AT&T INC
-$32.6K
1,378
-63%
增持
CAT
CATERPILLAR INC
+$29.1K
380
+1%
减持
NVDA
NVIDIA CORPORATION
+$26.1K
1,048
-0%
增持
—
GLOBALSTAR INC
-$24.5K
156,000
+7%
清仓
CCJ
CAMECO CORP
-$23.0K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$22.9K
285
+7%
建仓
ROK
ROCKWELL AUTOMATION INC
+$21.9K
85
清仓
—
QUALIGEN THERAPEUTICS INC
-$21.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$20.6K
1,963
+2%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$20.4K
900
减持
SPY
SPDR S&P 500 ETF TR
-$20.0K
1,428
-10%
清仓
—
LYRA THERAPEUTICS INC
-$20.0K
0
-100%
清仓
—
SAGE THERAPEUTICS INC
-$20.0K
0
-100%
减持
IEFA
ISHARES TR
+$20.0K
2,985
-4%
建仓
BOC
BOSTON OMAHA CORP
+$19.9K
750
清仓
SD
SANDRIDGE ENERGY INC
-$19.0K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$18.0K
0
-100%
减持
—
SINCLAIR BROADCAST GROUP INC
-$17.6K
605
-60%
清仓
GBTG
GLOBAL BUSINESS TRAVEL GROUP
-$17.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$16.0K
401
-5%
增持
V
VISA INC
+$15.1K
463
+1%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$14.5K
200
建仓
MSOS
ADVISORSHARES TR
+$14.0K
2,000
增持
PFE
PFIZER INC
+$13.8K
1,753
+1%
增持
VLO
VALERO ENERGY CORP
+$13.1K
324
+22%
清仓
—
CHINOOK THERAPEUTICS INC
-$13.0K
0
-100%
增持
KIDS
ORTHOPEDIATRICS CORP
+$12.8K
750
+100%
建仓
PXE
INVESCO EXCHANGE TRADED FD T
+$11.8K
400
增持
XLE
SELECT SECTOR SPDR TR
+$11.7K
774
+0%
减持
BBBY
OVERSTOCK COM INC DEL
-$11.2K
40
-92%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$11.2K
1,001
+14%
减持
JNJ
JOHNSON &JOHNSON
+$10.4K
1,174
-3%
建仓
—
QUALIGEN THERAPEUTICS INC
+$10.3K
8,009
增持
HD
HOME DEPOT INC
+$10.0K
231
+1%
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$10.0K
0
-100%
减持
RLAY
RELAY THERAPEUTICS INC
-$9.5K
700
-23%
增持
CMCSA
COMCAST CORP NEW
+$9.1K
1,489
+0%
减持
—
Y-MABS THERAPEUTICS INC
-$8.9K
220
-69%
建仓
HAS
HASBRO INC
+$8.8K
145
增持
—
INVESCO EXCHANGE TRADED FD T
+$8.8K
6,023
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$8.5K
671
+18%
增持
DKNG
DRAFTKINGS INC NEW
-$8.4K
2,419
+1%
增持
—
PROSHARES TR
+$8.1K
3,310
+27%
增持
DGX
QUEST DIAGNOSTICS INC
+$7.9K
236
+0%
增持
DIS
DISNEY WALT CO
-$7.9K
1,222
+1%
增持
COIN
COINBASE GLOBAL INC
-$7.9K
428
+20%
增持
LMT
LOCKHEED MARTIN CORP
+$7.8K
76
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$7.8K
426
+142%
建仓
AR
ANTERO RESOURCES CORP
+$7.7K
250
减持
—
AQUA METALS INC
+$7.7K
15,740
-0%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$7.4K
1,007
+0%
增持
CSCO
CISCO SYS INC
+$7.3K
909
+1%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$7.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$6.8K
4,091
+0%
增持
KO
COCA COLA CO
+$6.8K
877
+1%
增持
SPIB
SPDR SER TR
+$6.8K
1,312
+18%
增持
WBS
WEBSTER FINL CORP
+$6.6K
2,611
+1%
增持
NEO
NEOGENOMICS INC
+$6.6K
3,200
+19%
增持
EFG
ISHARES TR
+$6.2K
539
+0%
建仓
FISV
FISERV INC
+$6.1K
60
增持
CFG
CITIZENS FINL GROUP INC
+$6.0K
255
+120%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$6.0K
472
-10%
增持
AGG
ISHARES TR
+$6.0K
371
+18%
清仓
HDV
ISHARES TR
-$6.0K
0
-100%
增持
GIS
GENERAL MLS INC
+$5.9K
822
+1%
增持
BND
VANGUARD BD INDEX FDS
+$5.9K
514
+18%
减持
BA
BOEING CO
+$5.8K
214
-26%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$5.7K
5,441
+1%
增持
IGSB
ISHARES TR
+$5.7K
716
+18%
增持
BSX
BOSTON SCIENTIFIC CORP
+$5.6K
165
+267%
建仓
HUM
HUMANA INC
+$5.6K
11
建仓
NOC
NORTHROP GRUMMAN CORP
+$5.5K
10
减持
—
MEI PHARMA INC
-$5.4K
10,600
-49%
建仓
TWO
TWO HBRS INVT CORP
+$5.4K
340
增持
AXP
AMERICAN EXPRESS CO
+$5.3K
50
+213%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.3K
442
+18%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$5.0K
0
-100%
增持
HAL
HALLIBURTON CO
+$4.9K
201
+68%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$4.8K
265
-43%
增持
ACWI
ISHARES TR
+$4.7K
586
+1%
增持
JPM
JPMORGAN CHASE &CO
+$4.7K
162
+1%
增持
YOU
CLEAR SECURE INC
+$4.6K
1,008
+1%
增持
FLRN
SPDR SER TR
+$4.5K
905
+19%
增持
NVO
NOVO-NORDISK A S
+$4.5K
70
+30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.4K
601
+16%
减持
ABBV
ABBVIE INC
-$4.4K
16
-70%
建仓
ISRG
INTUITIVE SURGICAL INC
+$4.2K
16
增持
VYMI
VANGUARD WHITEHALL FDS
+$4.2K
289
+12%
增持
VBR
VANGUARD INDEX FDS
+$4.2K
133
+9%
增持
QCOM
QUALCOMM INC
+$4.1K
82
+95%
清仓
—
HTG MOLECULAR DIAGNOSTICS IN
-$4.0K
0
-100%
清仓
STT
STATE STR CORP
-$4.0K
0
-100%
清仓
—
TWO HBRS INVT CORP
-$4.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$4.0K
125
+11%
增持
ORCL
ORACLE CORP
+$3.9K
170
+1%
增持
EEMV
ISHARES INC
+$3.8K
675
+9%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$3.8K
79
-39%
增持
—
MEDTRONIC PLC
-$3.8K
1,483
+1%
增持
SHEL
SHELL PLC
+$3.6K
309
+8%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.5K
19
-44%
减持
MTB
M &T BK CORP
-$3.3K
53
-12%
增持
GE
GENERAL ELECTRIC CO
+$3.3K
159
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$3.2K
43
+26%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.1K
237
+13%
增持
VTV
VANGUARD INDEX FDS
+$3.1K
115
+10%
清仓
—
STREAMLINE HEALTH SOLUTIONS
-$3.0K
0
-100%
