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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 79
减持 31
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$3.0M
110,255
+1%
增持
ATRC
ATRICURE INC
+$1.3M
69,725
+664%
增持
NEO
NEOGENOMICS INC
+$1.2M
92,800
+2993%
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
TELA
TELA BIO INC
-$1.1M
7,800
-96%
清仓
—
MODEL N INC
-$1.0M
0
-100%
减持
EFV
ISHARES TR
-$894.5K
263,927
-4%
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$839.8K
93,000
减持
IWM
ISHARES TR
-$713.1K
60,566
-3%
增持
AAPL
APPLE INC
+$628.1K
6,942
+46%
增持
TRV
TRAVELERS COMPANIES INC
+$440.6K
5,489
+87%
增持
NVDA
NVIDIA CORPORATION
+$402.8K
10,776
+977%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$331.5K
48,777
-1%
增持
ATEC
ALPHATEC HLDGS INC
+$330.8K
107,400
+87%
建仓
CL
COLGATE PALMOLIVE CO
+$291.1K
3,000
增持
LLY
ELI LILLY &CO
+$282.0K
2,215
+0%
增持
PG
PROCTER AND GAMBLE CO
+$273.3K
5,108
+46%
减持
IUSV
ISHARES TR
-$255.7K
80,012
-1%
增持
—
PERFORMANT FINL CORP
+$145.0K
785,550
+8%
增持
AUPH
AURINIA PHARMACEUTICALS INC
+$144.0K
91,196
+21%
增持
MMM
3M CO
+$127.1K
9,066
+20%
增持
TSLA
TESLA INC
+$125.9K
1,221
+83%
增持
USB
US BANCORP DEL
-$124.8K
28,270
+1%
建仓
SOLV
SOLVENTUM CORP
+$119.1K
2,253
增持
WFC
WELLS FARGO CO NEW
+$102.6K
74,785
+0%
增持
PLRX
PLIANT THERAPEUTICS INC
+$92.4K
67,500
+59%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$89.7K
19,995
+16%
增持
MSFT
MICROSOFT CORP
+$79.4K
3,200
+1%
增持
AGG
ISHARES TR
+$77.5K
11,166
+9%
增持
DXCM
DEXCOM INC
-$74.7K
3,036
+1%
减持
SHY
ISHARES TR
-$69.0K
7,268
-6%
增持
TLT
ISHARES TR
+$64.2K
11,597
+10%
增持
PFE
PFIZER INC
+$63.2K
4,045
+124%
增持
IJH
ISHARES TR
-$63.1K
73,226
+2%
减持
IJS
ISHARES TR
-$54.1K
6,005
-3%
减持
CVS
CVS HEALTH CORP
-$53.0K
1,846
-9%
减持
IJJ
ISHARES TR
-$49.6K
5,628
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$47.7K
1,149
-7%
减持
GOOGL
ALPHABET INC
+$39.5K
1,250
-1%
增持
GOOG
ALPHABET INC
+$38.3K
1,333
+3%
增持
HSBC
HSBC HLDGS PLC
+$37.7K
9,077
+0%
增持
DIS
DISNEY WALT CO
-$33.0K
1,395
+1%
清仓
RCEL
AVITA MEDICAL INC
-$32.1K
0
-100%
清仓
SKIN
THE BEAUTY HEALTH COMPANY
-$31.1K
0
-100%
增持
IVE
ISHARES TR
-$29.0K
8,208
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$27.7K
647
-8%
减持
PATH
UIPATH INC
-$26.6K
20
-98%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$26.5K
184
+372%
建仓
IWO
ISHARES TR
+$26.3K
100
减持
MSTR
MICROSTRATEGY INC
-$24.9K
24
-29%
清仓
—
AUGMEDIX INC
-$24.5K
0
-100%
减持
—
AXONICS INC
-$24.4K
175
-67%
增持
IHF
ISHARES TR
+$24.1K
1,498
+50%
减持
XLE
SELECT SECTOR SPDR TR
-$23.4K
868
-20%
增持
ECL
ECOLAB INC
+$23.3K
2,066
+2%
减持
IEFA
ISHARES TR
-$23.1K
2,933
-5%
增持
—
PAYCOR HCM INC
+$23.0K
7,730
+100%
减持
—
CRISPR THERAPEUTICS AG
-$21.6K
10
-97%
增持
AXGN
AXOGEN INC
+$21.5K
3,235
+1277%
建仓
MDXG
MIMEDX GROUP INC
+$20.8K
3,000
建仓
INFU
INFUSYSTEM HLDGS INC
+$19.1K
2,800
减持
SPEM
SPDR INDEX SHS FDS
+$19.1K
22,603
-2%
建仓
GDOT
GREEN DOT CORP
+$18.9K
2,000
清仓
—
AKOYA BIOSCIENCES INC
-$18.8K
0
-100%
建仓
OABI
OMNIAB INC
+$18.8K
5,000
建仓
VUG
VANGUARD INDEX FDS
+$18.7K
50
增持
WBS
WEBSTER FINL CORP
-$18.6K
2,757
+1%
清仓
PAVE
GLOBAL X FDS
-$18.5K
0
清仓
CVRX
CVRX INC
-$18.2K
0
-100%
减持
AMZN
AMAZON COM INC
+$17.2K
3,134
-2%
增持
JNJ
JOHNSON &JOHNSON
-$16.3K
1,229
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$15.4K
304
-8%
减持
—
GLOBANT S A
-$14.5K
547
-1%
减持
CVX
CHEVRON CORP NEW
-$13.7K
702
-2%
增持
UBER
UBER TECHNOLOGIES INC
-$13.2K
3,069
+1%
清仓
EWJ
ISHARES INC
-$12.8K
0
-100%
增持
IWN
ISHARES TR
+$12.5K
5,466
+6%
清仓
—
ACCENTURE PLC IRELAND
-$12.5K
0
-100%
减持
OFIX
ORTHOFIX MED INC
-$12.3K
5,678
-6%
增持
—
MEDTRONIC PLC
-$12.0K
1,560
+1%
增持
IJR
ISHARES TR
-$12.0K
84,755
+3%
增持
—
AMPLIFY ETF TR
-$11.9K
14,751
+1%
减持
ADBE
ADOBE INC
+$11.8K
281
-2%
清仓
—
SUPER MICRO COMPUTER INC
-$10.1K
0
-100%
建仓
—
STEVANATO GROUP S P A
+$10.1K
550
增持
TGT
TARGET CORP
-$10.1K
356
+0%
建仓
KRE
SPDR SER TR
+$9.9K
202
增持
SHOP
SHOPIFY INC
+$9.8K
601
+63%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$9.4K
201
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.4K
483
+72%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$9.2K
428
+293%
增持
META
META PLATFORMS INC
+$8.6K
150
+9%
增持
V
VISA INC
-$8.6K
470
+2%
增持
AVGO
BROADCOM INC
+$8.6K
7
+250%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$8.5K
759
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$8.5K
70
-24%
增持
LNSR
LENSAR INC
+$8.4K
5,500
+15%
减持
STZ
CONSTELLATION BRANDS INC
-$8.4K
36
-41%
建仓
NOV
NOV INC
+$8.4K
442
增持
PEP
PEPSICO INC
-$8.3K
986
+1%
建仓
IAT
ISHARES TR
+$8.3K
200
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$8.2K
1,083
+60%
增持
IEMG
ISHARES INC
-$8.1K
684
+1%
增持
MAR
MARRIOTT INTL INC NEW
-$7.9K
255
+0%
建仓
—
PIPER SANDLER COMPANIES
+$7.8K
34
增持
O
REALTY INCOME CORP
+$7.5K
205
+260%
增持
GERN
GERON CORP
+$7.4K
5,325
+16%
增持
BBY
BEST BUY INC
+$7.2K
2,243
+1%
清仓
DRI
DARDEN RESTAURANTS INC
-$7.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$6.9K
1,410
+17%
建仓
ONTO
ONTO INNOVATION INC
+$6.8K
31
增持
MTB
M &T BK CORP
+$6.8K
67
+10%
建仓
HWM
HOWMET AEROSPACE INC
+$6.8K
87
增持
BAC
BANK AMERICA CORP
-$6.6K
91
+1%
减持
FISV
FISERV INC
-$6.4K
30
-56%
清仓
—
PIONEER NAT RES CO
-$6.3K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$6.1K
1,524
+0%
建仓
INSP
INSPIRE MED SYS INC
+$6.0K
45
减持
OEF
ISHARES TR
+$5.9K
1,538
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.9K
343
+129%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.7K
22
+100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$5.7K
0
-100%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$5.7K
1,023
+0%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$5.5K
210
+40%
建仓
FESM
FIDELITY COVINGTON TRUST
+$5.5K
187
增持
—
EXXON MOBIL CORP
+$5.4K
3,095
+3%
增持
KGC
KINROSS GOLD CORP
+$5.3K
2,419
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$5.3K
450
+29%
建仓
GEV
GE VERNOVA INC
+$5.1K
30
建仓
FENY
FIDELITY COVINGTON TRUST
+$5.0K
200
清仓
MS
MORGAN STANLEY
-$5.0K
0
-100%
增持
ABBV
ABBVIE INC
+$4.9K
84
+62%
增持
RIO
RIO TINTO PLC
+$4.9K
100
+270%
建仓
—
SOW GOOD INC
+$4.8K
240
清仓
PZZA
PAPA JOHNS INTL INC
-$4.6K
0
-100%
增持
XBI
SPDR SER TR
-$4.6K
2,223
+0%
减持
BALL
BALL CORP
-$4.4K
96
-27%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$4.4K
310
+1%
建仓
CELH
CELSIUS HLDGS INC
+$4.3K
121
增持
T
AT&T INC
+$4.3K
2,360
+7%
增持
SO
SOUTHERN CO
+$4.2K
717
+0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$4.1K
135
+32%
增持
KO
COCA COLA CO
+$4.0K
930
+3%
增持
SLB
SCHLUMBERGER LTD
+$4.0K
257
+74%
增持
HAS
HASBRO INC
+$4.0K
229
+38%
增持
EMR
EMERSON ELEC CO
+$3.9K
95
+64%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$3.7K
160
-18%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$3.6K
5,879
+1%
清仓
HXL
HEXCEL CORP NEW
-$3.6K
0
-100%
增持
TTC
TORO CO
+$3.6K
89
+71%
建仓
—
SITIO ROYALTIES CORP
+$3.5K
149
