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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 56
增持 58
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SPEM
SPDR INDEX SHS FDS
-$10.3M
32,779
-91%
减持
IVV
ISHARES TR
+$2.6M
112,946
-1%
清仓
SCZ
ISHARES TR
-$2.5M
0
-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。
清仓
—
SEASPINE HLDGS CORP
-$2.3M
0
-100%
建仓
OFIX
ORTHOFIX MED INC
+$1.8M
110,037
增持
—
REATA PHARMACEUTICALS INC
+$1.6M
21,269
+120%
减持
VOO
VANGUARD INDEX FDS
-$876.5K
2,595
-51%
增持
AMZN
AMAZON COM INC
+$601.3K
23,172
+3%
增持
AUPH
AURINIA PHARMACEUTICALS INC
+$544.9K
64,499
+72%
增持
MSFT
MICROSOFT CORP
+$448.1K
3,187
+62%
增持
NVDA
NVIDIA CORPORATION
+$302.2K
1,639
+56%
增持
WFC
WELLS FARGO CO NEW
+$271.4K
74,742
+22%
增持
—
MODEL N INC
-$247.5K
36,393
+1%
增持
AAPL
APPLE INC
+$206.4K
5,877
+0%
增持
—
SONENDO INC
-$196.7K
655,292
+24%
建仓
HEI
HEICO CORP NEW
+$185.7K
1,086
建仓
FIVE
FIVE BELOW INC
+$181.5K
881
增持
CSGP
COSTAR GROUP INC
+$179.9K
2,637
+12457%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$175.0K
505
建仓
ADI
ANALOG DEVICES INC
+$170.2K
863
增持
FAST
FASTENAL CO
+$166.2K
3,166
+3198%
建仓
—
RITCHIE BROS AUCTIONEERS
+$159.2K
2,828
增持
VEEV
VEEVA SYS INC
+$153.8K
857
+3626%
建仓
—
GLOBANT S A
+$149.9K
914
建仓
TYL
TYLER TECHNOLOGIES INC
+$147.9K
417
建仓
VRSK
VERISK ANALYTICS INC
+$144.1K
751
增持
UNH
UNITEDHEALTH GROUP INC
+$141.7K
319
+1776%
建仓
DHR
DANAHER CORPORATION
+$140.9K
559
建仓
ANSS
ANSYS INC
+$134.1K
403
增持
USB
US BANCORP DEL
-$132.1K
17,953
+0%
建仓
CRM
SALESFORCE INC
+$127.7K
639
增持
PAYC
PAYCOM SOFTWARE INC
+$126.7K
429
+3475%
建仓
SPGI
S&P GLOBAL INC
+$125.2K
363
建仓
LOPE
GRAND CANYON ED INC
+$123.4K
1,083
建仓
WK
WORKIVA INC
+$118.7K
1,159
增持
SBUX
STARBUCKS CORP
+$117.6K
1,248
+906%
减持
ASPN
ASPEN AEROGELS INC
-$113.1K
250
-97%
增持
NOW
SERVICENOW INC
+$112.6K
254
+1714%
减持
—
VERTEX ENERGY INC
-$110.3K
345
-98%
建仓
ROL
ROLLINS INC
+$104.5K
2,784
减持
—
PROTHENA CORP PLC
-$97.2K
7,352
-2%
增持
MMM
3M CO
-$96.4K
7,201
+1%
建仓
IDXX
IDEXX LABS INC
+$96.0K
192
增持
ECL
ECOLAB INC
+$95.5K
2,334
+17%
增持
GOOG
ALPHABET INC
+$94.1K
2,125
+49%
增持
GOOGL
ALPHABET INC
+$80.3K
1,193
+142%
增持
V
VISA INC
+$77.6K
771
+67%
增持
TSLA
TESLA INC
+$72.0K
749
+11%
建仓
BL
BLACKLINE INC
+$71.7K
1,068
建仓
ALGN
ALIGN TECHNOLOGY INC
+$70.8K
212
建仓
—
MIROMATRIX MED INC
+$70.5K
41,972
建仓
—
AMEDISYS INC
+$68.9K
937
建仓
ENSG
ENSIGN GROUP INC
+$62.1K
650
减持
CVX
CHEVRON CORP NEW
-$60.9K
713
-28%
减持
EFV
ISHARES TR
+$60.6K
303,607
-5%
减持
IUSV
ISHARES TR
+$58.7K
83,232
-3%
增持
IVE
ISHARES TR
+$56.7K
8,634
+0%
增持
KRE
SPDR SER TR
-$55.8K
3,870
+1%
建仓
CERT
CERTARA INC
+$52.7K
2,187
建仓
—
OAK STR HEALTH INC
+$51.2K
1,323
建仓
CRL
CHARLES RIV LABS INTL INC
+$45.4K
225
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$44.8K
369
-28%
增持
TRV
TRAVELERS COMPANIES INC
-$43.4K
2,885
+1%
减持
PEP
PEPSICO INC
-$41.9K
1,080
-18%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$41.4K
1,676
增持
SPY
SPDR S&P 500 ETF TR
+$39.9K
1,431
+0%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$39.9K
486
减持
—
CUTERA INC
-$39.7K
316
-70%
增持
NFLX
NETFLIX INC
+$39.6K
135
+463%
增持
OEF
ISHARES TR
+$38.7K
1,724
+4%
增持
LLY
LILLY ELI &CO
-$37.4K
2,043
+1%
增持
—
SOCIETAL CDMO INC
+$37.3K
133,988
+63%
清仓
DGX
QUEST DIAGNOSTICS INC
-$36.9K
0
-100%
减持
IJH
ISHARES TR
+$36.3K
11,745
-2%
清仓
—
CARDIOVASCULAR SYS INC DEL
-$35.4K
0
-100%
建仓
ILMN
ILLUMINA INC
+$32.6K
140
增持
SPIB
SPDR SER TR
+$31.1K
2,241
+71%
增持
AGG
ISHARES TR
+$30.4K
667
+80%
增持
IJS
ISHARES TR
+$29.0K
13,012
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$28.9K
282
-58%
增持
VTI
VANGUARD INDEX FDS
+$25.2K
1,706
+1%
增持
JNJ
JOHNSON &JOHNSON
-$24.1K
1,183
+1%
建仓
PPLI
IAC INC
+$23.1K
448
建仓
NTRA
NATERA INC
+$22.8K
410
减持
NEO
NEOGENOMICS INC
+$22.7K
3,000
-6%
增持
F
FORD MTR CO DEL
+$22.5K
2,993
+129%
减持
IJJ
ISHARES TR
+$21.8K
12,217
-0%
增持
DIS
DISNEY WALT CO
+$20.9K
1,269
+4%
减持
IJR
ISHARES TR
-$20.3K
79,415
-2%
增持
WBS
WEBSTER FINL CORP
-$19.9K
2,630
+1%
建仓
SPSC
SPS COMM INC
+$19.8K
130
建仓
ROCK
GIBRALTAR INDS INC
+$19.4K
400
增持
COST
COSTCO WHSL CORP NEW
+$19.2K
407
+1%
增持
XEL
XCEL ENERGY INC
-$18.9K
7,138
+0%
建仓
XRT
SPDR SER TR
+$18.5K
291
清仓
—
SOUTHWESTERN ENERGY CO
-$18.3K
0
-100%
建仓
NEOG
NEOGEN CORP
+$18.3K
986
增持
PFE
PFIZER INC
-$17.7K
1,769
+1%
增持
VLO
VALERO ENERGY CORP
+$17.4K
419
+29%
减持
JPM
JPMORGAN CHASE &CO
-$16.7K
38
-77%
增持
CVS
CVS HEALTH CORP
-$16.6K
912
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$16.0K
622
-10%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$15.9K
1,315
+46%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$15.1K
5,501
+1%
增持
KBE
SPDR SER TR
-$15.1K
2,748
+6%
减持
EEMV
ISHARES INC
-$14.9K
383
-43%
增持
IHF
ISHARES TR
+$14.9K
189
+59%
增持
—
PAYCOR HCM INC
+$14.5K
4,112
+6%
建仓
FND
FLOOR &DECOR HLDGS INC
+$13.3K
135
建仓
PCTY
PAYLOCITY HLDG CORP
+$13.1K
66
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$11.5K
246
建仓
DSGX
DESCARTES SYS GROUP INC
+$11.5K
143
建仓
EXPO
EXPONENT INC
+$11.4K
114
建仓
POWI
POWER INTEGRATIONS INC
+$11.2K
132
建仓
ALRM
ALARM COM HLDGS INC
+$10.9K
216
建仓
MEDP
MEDPACE HLDGS INC
+$10.7K
57
减持
CAT
CATERPILLAR INC
-$10.7K
351
-8%
清仓
RLAY
RELAY THERAPEUTICS INC
-$10.5K
0
-100%
建仓
CHE
CHEMED CORP NEW
+$10.2K
19
清仓
—
FAR PEAK ACQUISITION CORP
-$10.0K
0
-100%
清仓
—
LIVENT CORP
-$9.9K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$9.9K
307
-31%
减持
—
SUTRO BIOPHARMA INC
-$9.7K
2,575
-4%
建仓
KAI
KADANT INC
+$9.4K
45
建仓
—
LINDE PLC
+$9.2K
26
增持
VTIP
VANGUARD MALVERN FDS
+$9.2K
421
+79%
建仓
CGNX
COGNEX CORP
+$9.1K
184
增持
OIH
VANECK ETF TRUST
+$8.8K
125
+47%
清仓
—
LINDE PLC
-$8.2K
0
-100%
建仓
—
SQUARESPACE INC
+$8.0K
252
增持
KIDS
ORTHOPEDIATRICS CORP
+$7.9K
852
+14%
建仓
ONEV
SPDR SER TR
+$7.9K
75
增持
GKOS
GLAUKOS CORP
+$7.8K
483
+29%
减持
DKNG
DRAFTKINGS INC NEW
+$7.7K
1,823
-25%
减持
CFG
CITIZENS FINL GROUP INC
-$7.6K
81
-68%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$7.6K
251
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.5K
1,078
+8%
建仓
USPH
U S PHYSICAL THERAPY
+$7.4K
76
增持
ZTS
ZOETIS INC
+$7.3K
88
+76%
建仓
PGNY
PROGYNY INC
+$7.3K
228
增持
PG
PROCTER AND GAMBLE CO
-$7.2K
3,440
+1%
减持
—
WESTPORT FUEL SYSTEMS INC
-$7.1K
3,500
-74%
建仓
FIVN
FIVE9 INC
+$7.0K
97
增持
—
INVESCO EXCHANGE TRADED FD T
+$6.7K
7,531
+25%
增持
IRMD
IRADIMED CORP
+$6.7K
565
+3%
建仓
KNSL
KINSALE CAP GROUP INC
+$6.6K
22
建仓
AMN
AMN HEALTHCARE SVCS INC
+$6.6K
79
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$6.5K
729
清仓
GS
GOLDMAN SACHS GROUP INC
-$6.5K
0
-100%
建仓
FRPT
FRESHPET INC
+$6.5K
98
