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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 45
减持 61
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
—
PARAGON 28 INC
+$1.8M
512,144
-1%
清仓
TLT
ISHARES TR
-$1.5M
0
-100%
减持
IVE
ISHARES TR
-$1.5M
282
-96%
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
EFV
ISHARES TR
-$1.4M
255,128
-0%
增持
WFC
WELLS FARGO CO NEW
+$1.0M
74,799
+0%
减持
AGG
ISHARES TR
-$1.0M
17
-100%
清仓
IWN
ISHARES TR
-$857.6K
0
-100%
减持
IJH
ISHARES TR
-$839.8K
56,889
-19%
减持
IJJ
ISHARES TR
-$721.5K
448
-93%
减持
IVV
ISHARES TR
+$672.5K
109,633
-1%
减持
LLY
ELI LILLY &CO
-$621.8K
1,762
-21%
减持
VOO
VANGUARD INDEX FDS
-$619.1K
379
-76%
增持
ATRC
ATRICURE INC
+$589.5K
83,725
+19%
清仓
SHY
ISHARES TR
-$570.1K
0
-100%
减持
IJS
ISHARES TR
-$569.0K
514
-91%
增持
—
PERFORMANT HEALTHCARE INC
-$562.6K
786,550
+0%
减持
XEL
XCEL ENERGY INC
-$349.8K
7,419
-43%
减持
IUSV
ISHARES TR
-$333.5K
78,243
-1%
减持
ATEC
ALPHATEC HLDGS INC
+$315.3K
99,400
-7%
清仓
CL
COLGATE PALMOLIVE CO
-$311.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$290.7K
3,523
-31%
减持
TNDM
TANDEM DIABETES CARE INC
-$245.7K
25,170
-7%
增持
PLRX
PLIANT THERAPEUTICS INC
+$231.1K
75,000
+11%
增持
NVDA
NVIDIA CORPORATION
+$227.6K
17,288
+0%
增持
EVH
EVOLENT HEALTH INC
-$215.9K
32,275
+58%
减持
MMM
3M CO
-$215.6K
8,687
-11%
增持
SPY
SPDR S&P 500 ETF TR
+$183.0K
1,437
+25%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$169.2K
0
-100%
清仓
LQD
ISHARES TR
-$168.1K
0
-100%
减持
IWM
ISHARES TR
-$160.4K
58,252
-1%
增持
AAPL
APPLE INC
+$156.4K
7,165
+2%
增持
IJR
ISHARES TR
-$147.8K
84,903
+0%
减持
TSLA
TESLA INC
+$131.6K
1,082
-7%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$130.0K
47,612
-1%
建仓
BAER
BRIDGER AEROSPACE GRP HLDGS
+$128.1K
60,162
减持
BABA
ALIBABA GROUP HLDG LTD
-$126.9K
660
-62%
减持
UBER
UBER TECHNOLOGIES INC
-$125.0K
1,761
-43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.7K
697
+66%
减持
—
PROTHENA CORP PLC
-$121.4K
11,168
-32%
减持
—
GLOBALSTAR INC
-$120.9K
48,500
-73%
减持
—
MEDTRONIC PLC
-$119.5K
277
-82%
增持
AMZN
AMAZON COM INC
+$116.7K
3,443
+0%
减持
—
CENTESSA PHARMACEUTICALS PLC
+$110.3K
166,135
-1%
减持
ADBE
ADOBE INC
-$109.3K
87
-70%
减持
CVS
CVS HEALTH CORP
-$92.5K
511
-72%
减持
CVX
CHEVRON CORP NEW
-$84.1K
108
-84%
减持
MSFT
MICROSOFT CORP
-$82.7K
3,169
-4%
减持
XBI
SPDR SER TR
-$73.5K
1,624
-27%
增持
MSTR
MICROSTRATEGY INC
+$71.6K
387
+61%
减持
PFE
PFIZER INC
-$70.6K
1,779
-56%
增持
USB
US BANCORP DEL
+$69.5K
28,625
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$67.7K
20,995
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$67.6K
80
-56%
减持
ECL
ECOLAB INC
-$55.5K
2,016
-2%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$55.3K
54
-82%
减持
JNJ
JOHNSON &JOHNSON
-$48.9K
1,049
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$46.6K
37
-65%
增持
TRV
TRAVELERS COMPANIES INC
+$44.1K
5,551
+1%
减持
—
AMPLIFY ETF TR
-$42.7K
3,759
-76%
增持
XENE
XENON PHARMACEUTICALS INC
+$42.3K
6,100
+22%
增持
BBY
BEST BUY INC
-$37.8K
2,289
+1%
增持
NKE
NIKE INC
+$37.4K
740
+252%
减持
CMCSA
COMCAST CORP NEW
-$35.4K
960
-44%
减持
—
EXXON MOBIL CORP
-$33.0K
3,077
-1%
减持
CSCO
CISCO SYS INC
-$30.7K
953
-42%
清仓
ORCL
ORACLE CORP
-$29.7K
0
-100%
建仓
ECG
EVERUS CONSTR GROUP
+$27.5K
419
减持
SOLV
SOLVENTUM CORP
-$26.9K
2,161
-11%
减持
GOOGL
ALPHABET INC
+$25.6K
1,109
-0%
建仓
GRNY
TIDAL ETF TR
+$25.4K
1,275
清仓
OTTR
OTTER TAIL CORP
-$25.4K
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$25.2K
1,640
-25%
增持
WBS
WEBSTER FINL CORP
+$25.0K
2,801
+1%
清仓
—
BARRICK GOLD CORP
-$22.9K
0
-100%
建仓
RGTI
RIGETTI COMPUTING INC
+$22.7K
1,490
减持
ABNB
AIRBNB INC
-$22.7K
242
-44%
增持
DIS
DISNEY WALT CO
+$22.1K
1,398
+1%
增持
VTI
VANGUARD INDEX FDS
+$22.1K
2,450
+1%
建仓
MCHI
ISHARES TR
+$21.5K
459
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$21.2K
392
+73%
减持
AMD
ADVANCED MICRO DEVICES INC
-$20.9K
334
-10%
增持
UNH
UNITEDHEALTH GROUP INC
-$19.9K
327
+3%
增持
QQQ
INVESCO QQQ TR
+$19.5K
407
+5%
建仓
CONL
GRANITESHARES ETF TR
+$19.1K
540
减持
V
VISA INC
+$18.8K
465
-0%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$18.6K
1,726
+6%
增持
VKTX
VIKING THERAPEUTICS INC
-$18.5K
4,260
+42%
减持
GERN
GERON CORP
-$17.9K
1,775
-67%
增持
BA
BOEING CO
+$17.8K
164
+122%
增持
—
ASML HOLDING N V
+$17.6K
35
+289%
清仓
—
OPTINOSE INC
-$16.8K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$16.5K
0
-100%
建仓
GGB
GERDAU SA
+$16.4K
5,688
减持
VV
VANGUARD INDEX FDS
-$14.6K
1,208
-7%
清仓
MSOS
ADVISORSHARES TR
-$14.3K
0
-100%
建仓
BOC
BOSTON OMAHA CORP
+$14.2K
1,000
建仓
ANET
ARISTA NETWORKS INC
+$14.1K
128
增持
IHF
ISHARES TR
-$13.6K
1,501
+0%
减持
SO
SOUTHERN CO
-$13.5K
622
-13%
增持
COST
COSTCO WHSL CORP NEW
+$13.3K
385
+1%
增持
IWP
ISHARES TR
+$12.7K
469
+18%
增持
BAC
BANK AMERICA CORP
+$12.5K
318
+783%
清仓
—
ARISTA NETWORKS INC
-$12.3K
0
-100%
清仓
—
AXONICS INC
-$12.2K
0
-100%
减持
T
AT&T INC
-$11.9K
2,248
-22%
减持
GOOG
ALPHABET INC
+$11.6K
1,219
-8%
建仓
—
OPTINOSE INC
+$11.1K
1,666
增持
HBAN
HUNTINGTON BANCSHARES INC
+$10.4K
6,011
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$10.2K
1,038
+0%
清仓
SNY
SANOFI
-$10.2K
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$10.2K
253
-38%
减持
SHOP
SHOPIFY INC
+$10.2K
428
-3%
清仓
MTB
M &T BK CORP
-$10.2K
0
-100%
建仓
TWST
TWIST BIOSCIENCE CORP
+$10.0K
215
增持
FNCL
FIDELITY COVINGTON TRUST
+$9.9K
562
+25%
清仓
—
PIPER SANDLER COMPANIES
-$9.7K
0
-100%
增持
KO
COCA COLA CO
-$8.3K
947
+1%
减持
BUZZ
VANECK ETF TRUST
-$8.2K
105
-79%
清仓
EGRX
EAGLE PHARMACEUTICALS INC
-$8.2K
0
-100%
减持
ZTS
ZOETIS INC
-$7.7K
52
-37%
增持
FENY
FIDELITY COVINGTON TRUST
+$7.7K
526
+163%
增持
FUTY
FIDELITY COVINGTON TRUST
+$7.6K
263
+163%
清仓
TXN
TEXAS INSTRS INC
-$7.4K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$7.4K
0
-100%
清仓
KWEB
KRANESHARES TRUST
-$7.2K
0
-100%
清仓
—
APTIV PLC
-$7.2K
0
-100%
增持
TGT
TARGET CORP
-$7.1K
361
+1%
增持
SOFI
SOFI TECHNOLOGIES INC
+$7.1K
871
+8%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$7.0K
70
-37%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.8K
1,146
+2%
增持
GILD
GILEAD SCIENCES INC
+$6.7K
180
+53%
清仓
ARKW
ARK ETF TR
-$6.6K
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$6.5K
97
清仓
LITE
LUMENTUM HLDGS INC
-$6.3K
0
-100%
清仓
SNDL
SNDL INC
-$6.2K
0
-100%
增持
FDIS
FIDELITY COVINGTON TRUST
+$5.9K
197
+31%
减持
SCHW
SCHWAB CHARLES CORP
-$5.9K
103
-51%
减持
DJT
TRUMP MEDIA &TECHNOLOGY GRO
+$5.6K
555
-33%
建仓
BKR
BAKER HUGHES COMPANY
+$5.5K
134
建仓
FSTA
FIDELITY COVINGTON TRUST
+$5.5K
111
清仓
ONTO
ONTO INNOVATION INC
-$5.4K
0
-100%
增持
JETS
ETF SER SOLUTIONS
+$5.3K
702
+17%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$5.3K
214
-32%
减持
JPM
JPMORGAN CHASE &CO.
-$5.2K
0
-100%
清仓
ZAUG
INNOVATOR ETFS TRUST
-$5.2K
0
-100%
清仓
GTLB
GITLAB INC
-$5.2K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$5.1K
70
+180%
建仓
LDOS
LEIDOS HOLDINGS INC
+$5.0K
35
清仓
—
SUPER MICRO COMPUTER INC
-$4.9K
0
-100%
增持
WPM
WHEATON PRECIOUS METALS CORP
-$4.8K
1,028
+0%
