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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 23
增持 63
减持 46
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$2.5M
113,812
-1%
清仓
—
REATA PHARMACEUTICALS INC
-$2.2M
0
-100%
清仓
KRYS
KRYSTAL BIOTECH INC
-$2.0M
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。
减持
OFIX
ORTHOFIX MED INC
-$610.0K
115,060
-1%
减持
EFV
ISHARES TR
-$580.3K
293,559
-4%
减持
AMZN
AMAZON COM INC
-$453.6K
17,580
-15%
减持
IUSV
ISHARES TR
-$440.9K
82,081
-2%
增持
—
SONENDO INC
-$428.4K
697,992
+0%
增持
IJR
ISHARES TR
-$370.6K
82,220
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$363.1K
23,065
-30%
减持
HALO
HALOZYME THERAPEUTICS INC
-$312.1K
31,290
-25%
减持
CDNA
CAREDX INC
-$213.2K
475
-98%
减持
AAPL
APPLE INC
-$141.8K
4,633
-4%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$138.8K
59,999
-4%
增持
IJH
ISHARES TR
-$136.2K
11,978
+0%
增持
—
SOCIETAL CDMO INC
-$134.4K
484,985
+47%
增持
WFC
WELLS FARGO CO NEW
-$131.1K
74,897
+0%
减持
LLY
ELI LILLY &CO
+$124.1K
2,015
-1%
减持
IJJ
ISHARES TR
-$106.6K
11,926
-2%
清仓
EEM
ISHARES TR
-$106.1K
0
-100%
减持
IJS
ISHARES TR
-$104.4K
12,762
-2%
减持
IVE
ISHARES TR
-$100.2K
8,364
-3%
增持
DXCM
DEXCOM INC
-$83.4K
3,209
+8%
增持
PRLB
PROTO LABS INC
+$82.7K
9,945
+93%
增持
ATRC
ATRICURE INC
+$73.1K
2,825
+176%
增持
BABA
ALIBABA GROUP HLDG LTD
+$61.2K
850
+467%
减持
ABT
ABBOTT LABS
-$56.4K
4,210
-1%
减持
QQQ
INVESCO QQQ TR
-$51.5K
377
-25%
减持
XEL
XCEL ENERGY INC
-$50.6K
6,873
-4%
减持
MMM
3M CO
-$50.4K
7,486
-0%
减持
—
POLYMET MNG CORP
-$50.2K
1,910
-97%
增持
MSFT
MICROSOFT CORP
-$46.9K
3,108
+3%
建仓
PXJ
INVESCO EXCHANGE TRADED FD T
+$46.7K
1,514
增持
ABNB
AIRBNB INC
+$45.4K
339
+3667%
增持
CVX
CHEVRON CORP NEW
+$44.5K
934
+28%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$37.5K
0
-100%
建仓
LFMD
LIFEMD INC
+$37.5K
6,000
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$35.9K
972
+106%
增持
VOO
VANGUARD INDEX FDS
-$33.9K
2,605
+0%
增持
ECL
ECOLAB INC
-$33.8K
2,017
+0%
增持
—
EXXON MOBIL CORP
+$33.6K
3,029
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$33.0K
1,061
+37%
减持
SPY
SPDR S&P 500 ETF TR
-$32.5K
1,306
-2%
增持
TNDM
TANDEM DIABETES CARE INC
-$32.0K
27,170
+12%
减持
NEO
NEOGENOMICS INC
-$31.4K
3,000
-29%
减持
PEP
PEPSICO INC
-$30.2K
1,007
-7%
增持
DIS
DISNEY WALT CO
+$29.8K
1,479
+50%
清仓
ROK
ROCKWELL AUTOMATION INC
-$28.2K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC
-$27.2K
2,920
+1%
减持
SHY
ISHARES TR
-$26.5K
18,939
-2%
减持
—
GLOBALSTAR INC
-$25.6K
123,500
-29%
增持
BBY
BEST BUY INC
-$25.0K
2,163
+1%
增持
VTI
VANGUARD INDEX FDS
+$24.1K
1,960
+14%
增持
SCHG
SCHWAB STRATEGIC TR
+$23.8K
792
+75%
建仓
CNQ
CANADIAN NAT RES LTD
+$21.5K
333
清仓
—
NUVASIVE INC
-$20.8K
0
-100%
增持
—
AXONICS INC
+$20.6K
525
+200%
建仓
FRD
FRIEDMAN INDS INC
+$20.1K
1,500
建仓
—
THE REAL GOOD FOOD COMPANY I
+$20.1K
6,000
建仓
PODD
INSULET CORP
+$19.9K
125
增持
ACWI
ISHARES TR
+$19.7K
828
+40%
建仓
PSCE
INVESCO EXCH TRADED FD TR II
+$19.4K
340
减持
AXGN
AXOGEN INC
-$19.2K
235
-89%
增持
BCYC
BICYCLE THERAPEUTICS PLC
-$19.0K
4,435
+5%
增持
PG
PROCTER AND GAMBLE CO
-$18.9K
3,474
+0%
建仓
GMED
GLOBUS MED INC
+$18.6K
375
增持
VLO
VALERO ENERGY CORP
+$18.3K
509
+11%
建仓
MS
MORGAN STANLEY
+$16.3K
200
增持
ABBV
ABBVIE INC
+$15.9K
121
+656%
增持
GOOG
ALPHABET INC
+$15.9K
1,235
+2%
增持
EOG
EOG RES INC
+$15.6K
174
+211%
清仓
ATKR
ATKORE INC
-$15.6K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$15.4K
187
-6%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$15.1K
200
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$14.4K
166
增持
—
MEDTRONIC PLC
-$13.8K
1,520
+1%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$13.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$13.3K
983
+0%
清仓
ESPO
VANECK ETF TRUST
-$13.3K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$12.7K
10
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.4K
394
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$11.7K
137
+158%
清仓
—
INVESCO EXCH TRADED FD TR II
-$11.4K
0
-100%
增持
EFA
ISHARES TR
-$11.4K
3,297
+0%
建仓
IVW
ISHARES TR
+$10.9K
170
减持
SO
SOUTHERN CO
-$10.5K
621
-14%
增持
JNJ
JOHNSON &JOHNSON
-$10.3K
1,201
+1%
增持
GIS
GENERAL MLS INC
-$10.2K
840
+1%
减持
BA
BOEING CO
-$9.9K
74
-35%
清仓
VRAYQ
VIEWRAY INC
-$9.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$9.6K
1,321
+11%
增持
FAST
FASTENAL CO
-$9.3K
2,141
+0%
增持
DAL
DELTA AIR LINES INC DEL
-$8.8K
1,071
+5%
增持
CVRX
CVRX INC
+$8.7K
2,250
+36%
减持
MDU
MDU RES GROUP INC
-$8.6K
1,679
-15%
减持
VO
VANGUARD INDEX FDS
-$8.5K
65
-35%
建仓
XHR
XENIA HOTELS &RESORTS INC
+$8.4K
712
增持
CVS
CVS HEALTH CORP
+$8.2K
1,027
+12%
减持
F
FORD MTR CO DEL
-$8.1K
2,971
-0%
增持
GOOGL
ALPHABET INC
+$7.8K
1,151
+2%
建仓
HUM
HUMANA INC
+$7.8K
16
增持
WBS
WEBSTER FINL CORP
+$7.8K
2,683
+1%
减持
TSLA
TESLA INC
-$7.5K
543
-1%
清仓
—
FISCALNOTE HOLDINGS INC
-$7.3K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$7.3K
253
-32%
减持
JPM
JPMORGAN CHASE &CO
-$7.1K
60
-45%
减持
—
KARUNA THERAPEUTICS INC
-$7.0K
55
-27%
建仓
MDB
MONGODB INC
+$6.9K
20
增持
IEFA
ISHARES TR
+$6.7K
2,878
+9%
增持
DKNG
DRAFTKINGS INC NEW
+$6.7K
1,873
+3%
减持
SHOP
SHOPIFY INC
-$6.6K
341
-13%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$6.4K
75
-50%
增持
—
ARISTA NETWORKS INC
+$6.0K
45
+221%
减持
—
VMWARE INC
-$5.9K
11
-63%
增持
PFE
PFIZER INC
-$5.7K
1,805
+1%
建仓
MCK
MCKESSON CORP
+$5.7K
13
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.6K
706
+1%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$5.3K
34
建仓
O
REALTY INCOME CORP
+$5.2K
104
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.2K
15
+25%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$5.2K
38
-42%
增持
BSX
BOSTON SCIENTIFIC CORP
+$5.2K
311
+50%
清仓
BETZ
LISTED FD TR
-$5.1K
0
-100%
减持
RBLX
ROBLOX CORP
-$5.1K
150
-36%
减持
EFG
ISHARES TR
-$5.0K
542
-0%
建仓
AJG
GALLAGHER ARTHUR J &CO
+$5.0K
22
增持
KRE
SPDR SER TR
+$4.7K
3,595
+1%
增持
BAC
BANK AMERICA CORP
+$4.6K
343
+104%
增持
—
ACCENTURE PLC IRELAND
+$4.6K
35
+13%
建仓
RHI
ROBERT HALF INC.
+$4.5K
62
建仓
TKO
TKO GROUP HOLDINGS INC
+$4.5K
54
增持
CMCSA
COMCAST CORP NEW
+$4.4K
1,506
+0%
清仓
NERD
LISTED FD TR
-$4.4K
0
-100%
减持
HAS
HASBRO INC
-$4.2K
104
-39%
减持
—
SUTRO BIOPHARMA INC
-$4.2K
2,250
-13%
增持
USB
US BANCORP DEL
+$4.1K
18,181
+1%
增持
YOU
CLEAR SECURE INC
-$4.1K
1,019
+0%
清仓
—
WORLD WRESTLING ENTMT INC
-$3.8K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$3.7K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$3.7K
21
-38%
增持
—
ACTIVISION BLIZZARD INC
+$3.6K
352
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$3.6K
251
+0%
清仓
—
CRH PLC
-$3.5K
0
-100%
增持
GERN
GERON CORP
+$3.4K
2,000
+471%
清仓
TFX
TELEFLEX INCORPORATED
-$3.4K
0
-100%
建仓
HMC
HONDA MOTOR LTD
+$3.4K
101
减持
PENN
PENN ENTERTAINMENT INC
-$3.3K
505
-19%
减持
EGP
EASTGROUP PPTYS INC
-$3.2K
3
-88%
增持
—
ETF MANAGERS TR
+$3.2K
4,737
+1%
增持
IYR
ISHARES TR
-$2.9K
375
+1%
