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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 72
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$3.5M
110,719
+0%
增持
—
PARAGON 28 INC
+$2.8M
518,145
+436%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$1.8M
167,135
+80%
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。
增持
IJR
ISHARES TR
+$889.5K
84,896
+0%
增持
NVDA
NVIDIA CORPORATION
+$768.5K
17,243
+60%
减持
EFV
ISHARES TR
+$751.0K
256,382
-3%
减持
IWM
ISHARES TR
+$742.6K
58,993
-3%
建仓
EVH
EVOLENT HEALTH INC
+$579.0K
20,475
减持
IUSV
ISHARES TR
+$525.6K
79,349
-1%
增持
TLT
ISHARES TR
+$479.4K
15,736
+36%
增持
MMM
3M CO
+$410.6K
9,781
+8%
增持
ATRC
ATRICURE INC
+$381.5K
70,225
+1%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$361.7K
21,696
-76%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$328.0K
48,196
-1%
减持
PRLB
PROTO LABS INC
-$297.1K
345
-97%
增持
XEL
XCEL ENERGY INC
+$236.4K
13,028
+13%
减持
WFC
WELLS FARGO CO NEW
-$217.7K
74,770
-0%
建仓
VKTX
VIKING THERAPEUTICS INC
+$189.9K
3,000
增持
USB
US BANCORP DEL
+$177.3K
28,419
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$176.9K
5,523
+1%
增持
AAPL
APPLE INC
+$175.9K
7,030
+1%
建仓
LQD
ISHARES TR
+$168.1K
1,487
减持
DXCM
DEXCOM INC
-$148.1K
2,926
-4%
增持
NEO
NEOGENOMICS INC
+$140.7K
96,800
+4%
增持
IJJ
ISHARES TR
+$138.9K
6,290
+12%
增持
INSM
INSMED INC
+$132.2K
6,010
+31%
减持
IJH
ISHARES TR
+$96.6K
70,312
-4%
减持
VV
VANGUARD INDEX FDS
-$75.9K
1,293
-22%
减持
TSLA
TESLA INC
+$63.7K
1,167
-4%
增持
BABA
ALIBABA GROUP HLDG LTD
+$61.3K
1,723
+2%
增持
VTI
VANGUARD INDEX FDS
+$60.8K
2,429
+4%
减持
AGG
ISHARES TR
-$58.6K
10,124
-9%
减持
IVE
ISHARES TR
+$57.4K
7,868
-4%
增持
—
GLOBALSTAR INC
+$55.0K
178,500
+20%
增持
IWO
ISHARES TR
+$54.8K
286
+186%
增持
SOLV
SOLVENTUM CORP
+$50.5K
2,433
+8%
减持
GOOGL
ALPHABET INC
-$48.2K
1,111
-11%
增持
VOO
VANGUARD INDEX FDS
+$45.7K
1,561
+0%
增持
BBY
BEST BUY INC
+$45.2K
2,267
+1%
建仓
VXUS
VANGUARD STAR FDS
+$44.8K
692
减持
AMD
ADVANCED MICRO DEVICES INC
-$43.7K
373
-42%
增持
IWP
ISHARES TR
+$43.7K
399
+1325%
减持
IJS
ISHARES TR
+$40.8K
5,804
-3%
清仓
—
PROSHARES TR
-$40.2K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$39.0K
5,089
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.9K
765
+1%
增持
ECL
ECOLAB INC
+$36.0K
2,067
+0%
增持
AMZN
AMAZON COM INC
+$33.0K
3,427
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$31.1K
420
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$30.5K
317
+4%
减持
TELA
TELA BIO INC
-$29.6K
2,800
-64%
建仓
TCMD
TACTILE SYS TECHNOLOGY INC
+$29.2K
2,000
建仓
LUNG
PULMONX CORP
+$29.0K
3,500
增持
IEFA
ISHARES TR
+$28.6K
3,097
+6%
减持
GKOS
GLAUKOS CORP
-$28.1K
125
-67%
建仓
CVRX
CVRX INC
+$26.4K
3,000
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$26.2K
0
-100%
减持
IWN
ISHARES TR
+$25.2K
5,141
-6%
增持
LLY
ELI LILLY &CO
-$24.5K
2,238
+1%
减持
GOOG
ALPHABET INC
-$24.1K
1,319
-1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$23.8K
660
减持
SHY
ISHARES TR
-$23.4K
6,856
-6%
减持
SPEM
SPDR INDEX SHS FDS
+$21.9K
21,156
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$21.8K
182
+1%
清仓
KIDS
ORTHOPEDIATRICS CORP
-$21.6K
0
-100%
建仓
INGN
INOGEN INC
+$21.3K
2,200
增持
JNJ
JOHNSON &JOHNSON
+$21.0K
1,238
+1%
建仓
NPCE
NEUROPACE INC
+$20.9K
3,000
增持
CSCO
CISCO SYS INC
+$20.1K
1,637
+16%
增持
—
MEDTRONIC PLC
+$18.9K
1,574
+1%
清仓
GDOT
GREEN DOT CORP
-$18.9K
0
-100%
增持
META
META PLATFORMS INC
+$18.8K
165
+10%
增持
T
AT&T INC
+$18.0K
2,866
+21%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$17.6K
111
+217%
减持
—
WIX COM LTD
-$16.7K
100
-52%
清仓
GEO
GEO GROUP INC NEW
-$16.5K
0
-100%
建仓
SMIN
ISHARES TR
+$16.3K
190
减持
HD
HOME DEPOT INC
+$13.3K
229
-1%
减持
COST
COSTCO WHSL CORP NEW
+$13.2K
383
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$13.0K
1,121
+4%
建仓
GH
GUARDANT HEALTH INC
+$12.6K
550
增持
NKE
NIKE INC
+$12.5K
210
+62%
建仓
FSLR
FIRST SOLAR INC
+$12.5K
50
减持
HSBC
HSBC HLDGS PLC
+$12.2K
9,008
-1%
增持
GIS
GENERAL MLS INC
+$11.8K
948
+3%
增持
CMCSA
COMCAST CORP NEW
+$11.8K
1,710
+12%
增持
MSFT
MICROSOFT CORP
-$11.7K
3,296
+3%
增持
MA
MASTERCARD INCORPORATED
+$11.7K
220
+0%
增持
MCD
MCDONALDS CORP
+$11.6K
84
+53%
减持
SNOW
SNOWFLAKE INC
-$11.0K
75
-48%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.9K
106
+7%
建仓
INDB
INDEPENDENT BK CORP MASS
+$10.5K
177
减持
CVX
CHEVRON CORP NEW
-$10.1K
677
-4%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$10.0K
5,948
+1%
减持
—
VIPER ENERGY INC
-$9.6K
329
-50%
增持
WBS
WEBSTER FINL CORP
+$9.5K
2,782
+1%
减持
VEEV
VEEVA SYS INC
+$9.3K
407
-2%
减持
MGNI
MAGNITE INC
-$9.1K
1,500
-33%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$9.0K
1,026
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$8.8K
315
+110%
减持
SATO
INVESCO EXCH TRADED FD TR II
-$8.5K
771
-40%
增持
QQQ
INVESCO QQQ TR
+$8.3K
387
+3%
建仓
EGRX
EAGLE PHARMACEUTICALS INC
+$8.2K
2,200
减持
ZS
ZSCALER INC
-$8.2K
4
-91%
增持
UBER
UBER TECHNOLOGIES INC
+$8.1K
3,076
+0%
增持
KO
COCA COLA CO
+$8.1K
936
+1%
增持
COIN
COINBASE GLOBAL INC
-$8.1K
410
+12%
增持
ADBE
ADOBE INC
-$8.0K
286
+2%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$8.0K
135
减持
BVS
BIOVENTUS INC
-$8.0K
1,500
-67%
增持
—
EXXON MOBIL CORP
+$7.7K
3,105
+0%
清仓
DLTR
DOLLAR TREE INC
-$7.6K
0
-100%
增持
MSTR
MICROSTRATEGY INC
+$7.4K
240
+900%
增持
PRU
PRUDENTIAL FINL INC
+$7.3K
136
+74%
增持
DJT
TRUMP MEDIA &TECHNOLOGY GRO
+$7.3K
830
+349%
建仓
KWEB
KRANESHARES TRUST
+$7.2K
212
增持
IHF
ISHARES TR
+$7.1K
1,500
+0%
减持
OFIX
ORTHOFIX MED INC
+$6.9K
5,262
-7%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$6.9K
95
+83%
增持
TTD
THE TRADE DESK INC
+$6.8K
140
+61%
增持
F
FORD MTR CO
-$6.6K
3,539
+1%
减持
CVS
CVS HEALTH CORP
+$6.4K
1,835
-1%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$6.3K
805
增持
ACWI
ISHARES TR
+$6.3K
848
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$6.3K
12
-48%
增持
CELH
CELSIUS HLDGS INC
+$5.9K
328
+171%
减持
MRVL
MARVELL TECHNOLOGY INC
-$5.9K
333
-22%
建仓
GS
GOLDMAN SACHS GROUP INC
+$5.9K
12
减持
BSX
BOSTON SCIENTIFIC CORP
-$5.9K
181
-34%
减持
MGM
MGM RESORTS INTERNATIONAL
-$5.9K
500
-13%
增持
PEP
PEPSICO INC
+$5.9K
991
+1%
建仓
JPM
JPMORGAN CHASE &CO.
+$5.3K
25
清仓
COHR
COHERENT CORP
-$5.2K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$5.2K
11
-50%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$5.2K
100
减持
SBUX
STARBUCKS CORP
+$5.2K
406
-8%
建仓
ZAUG
INNOVATOR ETFS TRUST
+$5.2K
210
减持
FCX
FREEPORT-MCMORAN INC
-$5.1K
41
-72%
清仓
MDB
MONGODB INC
-$5.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$5.0K
1,388
-1%
增持
ELF
E L F BEAUTY INC
-$5.0K
54
+4%
增持
DKNG
DRAFTKINGS INC NEW
+$5.0K
2,200
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$4.9K
209
-16%
建仓
—
SUPER MICRO COMPUTER INC
+$4.9K
12
增持
PANW
PALO ALTO NETWORKS INC
+$4.8K
36
+64%
增持
IVW
ISHARES TR
+$4.8K
337
+13%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$4.8K
255
+0%
减持
V
VISA INC
+$4.8K
466
-1%
增持
VB
VANGUARD INDEX FDS
+$4.8K
238
+0%
增持
PFE
PFIZER INC
+$4.6K
4,070
+1%
