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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 63
减持 34
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$5.2M
113,233
-1%
增持
—
PERFORMANT FINL CORP
+$1.3M
449,050
+20311%
增持
IJR
ISHARES TR
+$1.2M
83,182
+1%
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
-$1.2M
7,073
-94%
增持
IUSV
ISHARES TR
+$873.7K
83,035
+1%
增持
IJH
ISHARES TR
+$836.6K
13,795
+15%
减持
EFV
ISHARES TR
+$787.1K
290,805
-1%
建仓
TLT
ISHARES TR
+$645.5K
6,528
增持
AGG
ISHARES TR
+$629.3K
6,523
+3280%
减持
WFC
WELLS FARGO CO NEW
+$624.2K
74,857
-0%
增持
ATEC
ALPHATEC HLDGS INC
+$531.3K
36,150
+3043%
减持
SHY
ISHARES TR
-$529.7K
12,235
-35%
清仓
—
SONENDO INC
-$520.6K
0
-100%
建仓
IWN
ISHARES TR
+$504.2K
3,246
增持
AMZN
AMAZON COM INC
+$446.8K
17,659
+0%
建仓
PLRX
PLIANT THERAPEUTICS INC
+$425.6K
23,500
建仓
SIBN
SI-BONE INC
+$398.8K
19,000
减持
VOO
VANGUARD INDEX FDS
-$345.7K
1,550
-40%
减持
IJJ
ISHARES TR
-$226.2K
8,572
-28%
增持
IVE
ISHARES TR
+$204.6K
8,576
+3%
增持
ATRC
ATRICURE INC
+$201.9K
9,125
+223%
增持
MSFT
MICROSOFT CORP
+$199.2K
3,139
+1%
减持
IJS
ISHARES TR
-$197.1K
9,135
-28%
增持
AUPH
AURINIA PHARMACEUTICALS INC
+$190.1K
72,999
+22%
减持
USB
US BANCORP DEL
+$169.3K
17,798
-2%
增持
MMM
3M CO
+$161.7K
7,892
+5%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$151.2K
4,250
建仓
VXUS
VANGUARD STAR FDS
+$141.0K
2,433
增持
VTI
VANGUARD INDEX FDS
+$118.2K
2,190
+12%
增持
—
GLOBALSTAR INC
+$116.6K
143,500
+16%
增持
AAPL
APPLE INC
+$101.2K
4,645
+0%
建仓
—
PARAGON 28 INC
+$99.4K
8,000
增持
VEA
VANGUARD TAX-MANAGED FDS
+$85.1K
1,813
+4549%
增持
TRV
TRAVELERS COMPANIES INC
+$82.3K
2,935
+1%
减持
DXCM
DEXCOM INC
+$80.1K
3,058
-5%
清仓
—
MIROMATRIX MED INC
-$68.1K
0
-100%
增持
ECL
ECOLAB INC
+$59.7K
2,023
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$57.8K
3,585
+1%
增持
—
EXXON MOBIL CORP
-$50.8K
3,055
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$50.7K
23,299
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$49.3K
178
+131%
减持
CVX
CHEVRON CORP NEW
-$47.0K
741
-21%
减持
NVDA
NVIDIA CORPORATION
+$46.9K
958
-3%
增持
KRE
SPDR SER TR
+$39.9K
3,625
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$38.9K
1,256
-4%
建仓
BOND
PIMCO ETF TR
+$37.8K
409
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$34.7K
1,700
增持
XEL
XCEL ENERGY INC
+$34.6K
6,911
+1%
增持
COIN
COINBASE GLOBAL INC
+$34.5K
340
+4%
减持
XBI
SPDR SER TR
+$34.3K
2,220
-1%
清仓
—
ACTIVISION BLIZZARD INC
-$33.0K
0
-100%
增持
IEFA
ISHARES TR
+$32.7K
3,235
+12%
减持
CSR
CENTERSPACE
-$29.8K
153
-76%
增持
WBS
WEBSTER FINL CORP
+$29.4K
2,710
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.9K
870
+397%
建仓
RCEL
AVITA MEDICAL INC
+$27.4K
2,000
建仓
PATH
UIPATH INC
+$26.7K
1,075
建仓
—
WIX COM LTD
+$25.8K
210
减持
OEF
ISHARES TR
+$25.7K
1,664
-3%
增持
ADBE
ADOBE INC
+$25.3K
286
+0%
增持
KBE
SPDR SER TR
+$25.3K
2,675
+1%
清仓
SBIO
ALPS ETF TR
-$23.1K
0
-100%
清仓
FENC
FENNEC PHARMACEUTICALS INC
-$22.5K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$22.2K
382
-6%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$22.1K
403
清仓
CNQ
CANADIAN NAT RES LTD
-$21.5K
0
-100%
增持
BBY
BEST BUY INC
+$21.3K
2,192
+1%
清仓
TCMD
TACTILE SYS TECHNOLOGY INC
-$21.1K
0
-100%
清仓
—
THE REAL GOOD FOOD COMPANY I
-$20.1K
0
-100%
清仓
FRD
FRIEDMAN INDS INC
-$20.1K
0
-100%
建仓
FNV
FRANCO NEV CORP
+$20.0K
180
清仓
PODD
INSULET CORP
-$19.9K
0
-100%
建仓
—
VIPER ENERGY INC
+$19.9K
633
清仓
BLCO
BAUSCH PLUS LOMB CORP
-$19.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$19.0K
1,214
+5%
清仓
CTSO
CYTOSORBENTS CORP
-$18.8K
0
-100%
增持
IEMG
ISHARES INC
+$18.7K
678
+108%
清仓
GMED
GLOBUS MED INC
-$18.6K
0
-100%
清仓
NTRA
NATERA INC
-$18.1K
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$17.8K
443
建仓
SATO
INVESCO EXCH TRADED FD TR II
+$17.8K
1,269
增持
SCHB
SCHWAB STRATEGIC TR
+$17.8K
838
+45%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.6K
713
+1%
减持
EOG
EOG RES INC
-$17.5K
38
-78%
清仓
—
VIPER ENERGY PARTNERS LP
-$17.3K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$17.3K
728
-14%
清仓
MS
MORGAN STANLEY
-$16.3K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$16.2K
317
清仓
RBBN
RIBBON COMMUNICATIONS INC
-$16.1K
0
-100%
增持
GOOG
ALPHABET INC
+$15.4K
1,265
+2%
建仓
VLTO
VERALTO CORP
+$15.3K
186
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$15.1K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$14.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$14.4K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$14.2K
5,743
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$13.6K
70
-86%
建仓
AMR
ALPHA METALLURGICAL RESOUR I
+$13.6K
40
建仓
SPYM
SPDR SER TR
+$13.5K
241
减持
ABBV
ABBVIE INC
-$13.4K
30
-75%
建仓
APYX
APYX MEDICAL CORPORATION
+$13.1K
5,000
减持
UPS
UNITED PARCEL SERVICE INC
-$12.8K
54
-61%
减持
LFMD
LIFEMD INC
-$12.6K
3,000
-50%
增持
HSBC
HSBC HLDGS PLC
+$12.5K
9,075
+1%
增持
MSTR
MICROSTRATEGY INC
+$11.6K
34
+13%
减持
PFE
PFIZER INC
-$11.6K
1,677
-7%
增持
IVW
ISHARES TR
+$10.2K
281
+65%
增持
CVS
CVS HEALTH CORP
+$10.1K
1,037
+1%
增持
SO
SOUTHERN CO
+$9.9K
715
+15%
减持
—
AMARIN CORP PLC
-$9.4K
5,000
-67%
建仓
ON
ON SEMICONDUCTOR CORP
+$9.1K
109
增持
WPM
WHEATON PRECIOUS METALS CORP
+$9.1K
1,018
+0%
减持
VEEV
VEEVA SYS INC
-$8.6K
416
-5%
增持
ACWI
ISHARES TR
+$8.6K
835
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$8.2K
793
+0%
建仓
VDE
VANGUARD WORLD FDS
+$8.2K
70
增持
IWM
ISHARES TR
-$8.0K
62,918
+92426%
增持
META
META PLATFORMS INC
+$7.7K
138
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.6K
320
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$7.5K
254
+0%
建仓
SCHF
SCHWAB STRATEGIC TR
+$7.4K
200
增持
—
MEDTRONIC PLC
+$7.3K
1,534
+1%
减持
ROCK
GIBRALTAR INDS INC
-$7.3K
250
-38%
增持
MA
MASTERCARD INCORPORATED
+$7.2K
219
+1%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$7.1K
26
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$6.9K
252
+0%
建仓
CLX
CLOROX CO DEL
+$6.7K
47
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$6.7K
39
增持
RTX
RTX CORPORATION
+$6.6K
95
+375%
减持
BAC
BANK AMERICA CORP
-$6.4K
90
-74%
减持
TSLA
TESLA INC
-$6.3K
522
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.1K
678
-4%
增持
MU
MICRON TECHNOLOGY INC
+$5.8K
311
+2%
增持
IHF
ISHARES TR
+$5.8K
199
+5%
增持
VLO
VALERO ENERGY CORP
+$5.7K
599
+18%
清仓
HAL
HALLIBURTON CO
-$5.7K
0
-100%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$5.7K
312
+1%
减持
CSCO
CISCO SYS INC
-$5.4K
1,298
-2%
增持
F
FORD MTR CO DEL
+$5.4K
3,466
+17%
增持
XLE
SELECT SECTOR SPDR TR
-$5.1K
1,083
+2%
建仓
INSP
INSPIRE MED SYS INC
+$5.1K
25
建仓
TJX
TJX COS INC NEW
+$5.1K
54
减持
PWR
QUANTA SVCS INC
-$4.9K
11
-72%
增持
PG
PROCTER AND GAMBLE CO
+$4.9K
3,491
+0%
建仓
WHR
WHIRLPOOL CORP
+$4.8K
40
减持
—
SIENTRA INC
-$4.7K
130
-92%
增持
LAD
LITHIA MTRS INC
+$4.7K
26
+100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$4.6K
61
增持
AA
ALCOA CORP
+$4.3K
221
+99%
增持
—
PROSHARES TR
-$4.3K
3,479
+2%
减持
TGT
TARGET CORP
+$4.2K
353
-15%
