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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 75
减持 39
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$3.0M
109,482
-0%
建仓
ANAB
ANAPTYSBIO INC
+$1.7M
92,000
减持
IWM
ISHARES TR
-$1.5M
57,092
-2%
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
+$1.2M
247,896
-3%
减持
NVDA
NVIDIA CORPORATION
-$890.0K
13,210
-24%
增持
IJR
ISHARES TR
-$865.1K
85,269
+0%
增持
PLRX
PLIANT THERAPEUTICS INC
-$775.1K
157,500
+110%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$659.8K
47,271
-1%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$607.8K
235,785
+42%
增持
AXGN
AXOGEN INC
+$607.8K
35,735
+1005%
增持
NEO
NEOGENOMICS INC
-$412.8K
124,600
+29%
增持
MDXG
MIMEDX GROUP INC
+$297.9K
43,000
+1333%
增持
TSLA
TESLA INC
+$234.2K
2,595
+140%
增持
IJH
ISHARES TR
-$221.4K
56,909
+0%
减持
AAPL
APPLE INC
-$209.8K
7,060
-1%
建仓
GSAT
GLOBALSTAR INC
+$199.5K
9,566
减持
USB
US BANCORP DEL
-$194.2K
27,829
-3%
减持
MSFT
MICROSOFT CORP
-$163.1K
3,137
-1%
增持
MMM
3M CO
+$155.4K
8,694
+0%
清仓
—
PAYCOR HCM INC
-$143.5K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC
+$134.8K
5,571
+0%
减持
—
PROTHENA CORP PLC
-$129.7K
2,018
-82%
减持
XBI
SPDR SER TR
-$128.3K
220
-86%
增持
COST
COSTCO WHSL CORP NEW
+$121.1K
501
+30%
减持
IUSV
ISHARES TR
-$118.7K
77,200
-1%
增持
VOO
VANGUARD INDEX FDS
+$118.0K
627
+65%
增持
WFC
WELLS FARGO CO NEW
+$116.9K
74,811
+0%
增持
GIS
GENERAL MLS INC
+$106.2K
2,788
+194%
清仓
—
GLOBALSTAR INC
-$100.4K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$99.2K
3,731
+1874%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$94.5K
1,825
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$92.1K
1,442
+268%
增持
AMZN
AMAZON COM INC
-$89.4K
3,500
+2%
增持
ABT
ABBOTT LABS
+$86.5K
4,299
+1%
增持
WMT
WALMART INC
+$64.2K
944
+356%
减持
LLY
ELI LILLY &CO
+$63.8K
1,725
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$60.3K
18,930
-10%
增持
VKTX
VIKING THERAPEUTICS INC
-$58.9K
4,660
+9%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$58.4K
435
-90%
增持
—
EXXON MOBIL CORP
+$53.7K
3,234
+5%
减持
MSTR
MICROSTRATEGY INC
-$50.1K
215
-44%
清仓
LNSR
LENSAR INC
-$49.2K
0
-100%
减持
ATEC
ALPHATEC HLDGS INC
+$44.7K
94,400
-5%
增持
—
PERFORMANT HEALTHCARE INC
+$41.6K
816,550
+4%
增持
ECL
ECOLAB INC
+$40.1K
2,021
+0%
增持
BAER
BRIDGER AEROSPACE GRP HLDGS
-$37.6K
80,162
+33%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$37.1K
111
增持
VTI
VANGUARD INDEX FDS
-$34.3K
2,458
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$34.0K
680
+3%
增持
GOOGL
ALPHABET INC
-$32.5K
1,147
+3%
清仓
FIVE
FIVE BELOW INC
-$31.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$29.1K
1,061
+234%
增持
UBER
UBER TECHNOLOGIES INC
+$28.0K
1,842
+5%
增持
ABNB
AIRBNB INC
+$27.9K
500
+107%
增持
GOOG
ALPHABET INC
-$27.3K
1,311
+8%
减持
FTEC
FIDELITY COVINGTON TRUST
-$26.5K
129
-50%
增持
BBY
BEST BUY INC
-$26.0K
2,314
+1%
减持
VV
VANGUARD INDEX FDS
-$25.8K
1,167
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.8K
642
-8%
增持
SPY
SPDR S&P 500 ETF TR
-$25.3K
1,461
+2%
减持
—
PARAGON 28 INC
-$24.3K
403,226
-21%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$24.0K
0
-100%
减持
XEL
XCEL ENERGY INC
+$23.1K
7,403
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$20.4K
20
+186%
增持
BYND
BEYOND MEAT INC
+$19.4K
7,081
+1119%
清仓
CONL
GRANITESHARES ETF TR
-$19.1K
0
-100%
清仓
OABI
OMNIAB INC
-$17.7K
0
-100%
增持
F
FORD MTR CO
+$17.1K
5,234
+46%
增持
T
AT&T INC
+$17.0K
2,410
+7%
增持
MCD
MCDONALDS CORP
+$16.9K
135
+57%
建仓
VST
VISTRA CORP
+$16.8K
143
减持
SHEL
SHELL PLC
-$16.6K
36
-88%
减持
IJS
ISHARES TR
-$16.5K
404
-21%
建仓
AIOT
POWERFLEET INC
+$16.5K
3,000
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$16.5K
585
+173%
清仓
GGB
GERDAU SA
-$16.4K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$15.9K
850
+89%
增持
MA
MASTERCARD INCORPORATED
+$15.9K
240
+9%
清仓
—
VIRTUS CONVERTIBLE &INC FD
-$15.4K
0
-100%
减持
IJJ
ISHARES TR
-$15.4K
339
-24%
增持
DAL
DELTA AIR LINES INC DEL
-$15.3K
1,088
+5%
增持
SMIN
ISHARES TR
+$15.3K
453
+123%
增持
TGT
TARGET CORP
+$15.0K
611
+69%
减持
—
ASML HOLDING N V
-$15.0K
14
-60%
减持
DKNG
DRAFTKINGS INC NEW
-$14.8K
1,390
-15%
建仓
NCZ
VIRTUS CONVERTIBLE &INC FD
+$14.6K
1,265
增持
ANET
ARISTA NETWORKS INC
+$13.6K
358
+180%
增持
MRVL
MARVELL TECHNOLOGY INC
-$13.5K
379
+14%
建仓
WMB
WILLIAMS COS INC
+$13.5K
226
增持
DIS
DISNEY WALT CO
-$12.9K
1,446
+3%
增持
PG
PROCTER AND GAMBLE CO
+$12.8K
3,541
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.7K
342
+5%
增持
CVS
CVS HEALTH CORP
+$12.1K
517
+1%
清仓
ROCK
GIBRALTAR INDS INC
-$11.8K
0
-100%
增持
TJX
TJX COS INC NEW
+$11.6K
161
+144%
减持
IVE
ISHARES TR
-$11.5K
221
-22%
增持
CAT
CATERPILLAR INC
-$11.2K
353
+0%
增持
MAR
MARRIOTT INTL INC NEW
-$10.3K
257
+0%
增持
RGTI
RIGETTI COMPUTING INC
-$10.1K
1,590
+7%
建仓
TEM
TEMPUS AI INC
+$9.5K
197
增持
WBS
WEBSTER FINL CORP
-$9.3K
2,820
+1%
减持
CSGP
COSTAR GROUP INC
+$9.0K
1,299
-1%
清仓
TELA
TELA BIO INC
-$8.5K
0
-100%
清仓
—
AMPLIFY ETF TR
-$8.4K
0
-100%
增持
KGC
KINROSS GOLD CORP
+$8.2K
2,435
+0%
清仓
COP
CONOCOPHILLIPS
-$8.1K
0
-100%
减持
OFIX
ORTHOFIX MED INC
-$8.1K
5,138
-2%
增持
SBUX
STARBUCKS CORP
+$7.9K
457
+13%
增持
HD
HOME DEPOT INC
+$7.7K
264
+15%
减持
IEFA
ISHARES TR
+$7.4K
3,334
-4%
增持
FNV
FRANCO NEV CORP
+$7.3K
183
+1%
增持
IHF
ISHARES TR
+$7.3K
1,502
+0%
减持
JNJ
JOHNSON &JOHNSON
+$7.0K
957
-9%
清仓
INTU
INTUIT
-$6.9K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$6.9K
871
+0%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$6.7K
6,068
+1%
清仓
SHW
SHERWIN WILLIAMS CO
-$6.5K
0
-100%
清仓
FMC
FMC CORP
-$6.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$6.2K
56
-48%
建仓
MJ
AMPLIFY ETF TR
+$6.1K
315
清仓
—
NXP SEMICONDUCTORS N V
-$5.8K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.7K
2,047
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.3K
1,032
-10%
建仓
PII
POLARIS INC
+$5.3K
130
增持
VRT
VERTIV HOLDINGS CO
-$5.3K
135
+2%
建仓
INTC
INTEL CORP
+$5.0K
219
增持
BA
BOEING CO
+$4.9K
199
+21%
建仓
KMX
CARMAX INC
+$4.7K
60
建仓
HOOD
ROBINHOOD MKTS INC
+$4.7K
112
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$4.6K
107
+143%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$4.4K
257
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$4.4K
120
-25%
清仓
EOG
EOG RES INC
-$4.4K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$4.4K
77
-61%
增持
SATO
INVESCO EXCH TRADED FD TR II
-$4.3K
889
+2%
减持
EFG
ISHARES TR
-$4.2K
485
-11%
建仓
SPYI
NEOS ETF TRUST
+$4.2K
87
增持
—
LINDE PLC
+$4.1K
26
+53%
减持
—
SUTRO BIOPHARMA INC
-$4.0K
225
-90%
减持
WAB
WABTEC
-$4.0K
24
-45%
增持
VUG
VANGUARD INDEX FDS
+$4.0K
66
+32%
增持
—
MEDTRONIC PLC
+$3.9K
289
+4%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$3.9K
47
-28%
建仓
DLTR
DOLLAR TREE INC
+$3.8K
50
增持
BKR
BAKER HUGHES COMPANY
+$3.7K
237
+77%
建仓
EXC
EXELON CORP
+$3.7K
81
增持
QQQ
INVESCO QQQ TR
+$3.6K
452
+11%
清仓
RTO
RENTOKIL INITIAL PLC
-$3.6K
0
-100%
增持
NKE
NIKE INC
-$3.6K
826
+12%
增持
EQT
EQT CORP
+$3.5K
134
+68%
