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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 82
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$8.8M
16,066
+2462%
增持
IVV
ISHARES TR
+$6.9M
110,157
+1%
清仓
—
PARAGON 28 INC
-$5.3M
0
-100%
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。
建仓
TLT
ISHARES TR
+$3.1M
35,426
增持
ANAB
ANAPTYSBIO INC
+$1.5M
145,550
+58%
增持
TWST
TWIST BIOSCIENCE CORP
+$1.4M
38,515
+12127%
增持
IJJ
ISHARES TR
+$1.1M
9,486
+2698%
增持
IVE
ISHARES TR
+$1.1M
5,879
+2560%
建仓
ORGO
ORGANOGENESIS HLDGS INC
+$1.1M
293,029
建仓
LQD
ISHARES TR
+$988.0K
9,014
建仓
IWN
ISHARES TR
+$974.9K
6,180
增持
AGG
ISHARES TR
+$898.9K
9,079
+53306%
减持
—
PERFORMANT HEALTHCARE INC
+$833.2K
812,550
-0%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$678.9K
52,065
+31455%
增持
MSFT
MICROSOFT CORP
+$678.1K
3,721
+19%
增持
NPCE
NEUROPACE INC
+$665.0K
63,000
+2000%
减持
NVDA
NVIDIA CORPORATION
+$635.7K
13,086
-1%
增持
WFC
WELLS FARGO CO NEW
+$627.3K
74,840
+0%
增持
HCAT
HEALTH CATALYST INC
+$615.4K
164,750
+13080%
增持
XENE
XENON PHARMACEUTICALS INC
+$612.3K
26,100
+328%
减持
IWM
ISHARES TR
+$573.0K
55,455
-3%
增持
IJR
ISHARES TR
+$560.1K
86,738
+2%
增持
MO
ALTRIA GROUP INC
+$429.1K
7,526
+3626%
减持
USB
US BANCORP DEL
-$417.4K
16,741
-40%
增持
AXGN
AXOGEN INC
+$403.1K
98,085
+174%
增持
XEL
XCEL ENERGY INC
+$352.1K
12,865
+74%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$322.6K
47,256
-0%
增持
IJH
ISHARES TR
+$275.1K
57,993
+2%
建仓
CL
COLGATE PALMOLIVE CO
+$272.7K
3,000
增持
—
CENTESSA PHARMACEUTICALS PLC
-$272.7K
237,285
+1%
增持
EVH
EVOLENT HEALTH INC
+$260.5K
50,275
+56%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$231.8K
1,181
+84%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$229.9K
780
增持
PG
PROCTER AND GAMBLE CO
+$216.0K
5,143
+45%
增持
MMM
3M CO
+$215.8K
9,804
+13%
增持
SPYI
NEOS ETF TRUST
+$202.2K
4,101
+4614%
增持
SIBN
SI-BONE INC
+$196.4K
24,600
+29%
增持
IUSV
ISHARES TR
+$188.0K
77,295
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$160.4K
7,246
+254%
减持
EFV
ISHARES TR
+$134.4K
232,552
-6%
增持
UBER
UBER TECHNOLOGIES INC
+$131.5K
2,848
+55%
减持
GSAT
GLOBALSTAR INC
-$131.3K
2,900
-70%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$127.8K
4,086
+124%
增持
AAPL
APPLE INC
+$127.5K
8,344
+18%
增持
BABA
ALIBABA GROUP HLDG LTD
+$122.5K
1,873
+175%
增持
BAER
BRIDGER AEROSPACE GRP HLDGS
+$122.0K
110,162
+37%
增持
AMZN
AMAZON COM INC
+$117.2K
3,571
+2%
增持
—
MEDTRONIC PLC
+$115.5K
1,623
+462%
增持
IJS
ISHARES TR
+$114.8K
1,549
+283%
增持
ABNB
AIRBNB INC
+$97.5K
1,188
+138%
建仓
SHY
ISHARES TR
+$97.0K
1,171
减持
EFA
ISHARES TR
-$96.1K
1,939
-41%
增持
CVS
CVS HEALTH CORP
+$95.8K
1,897
+267%
减持
V
VISA INC
-$92.2K
199
-57%
减持
LLY
ELI LILLY &CO
-$85.4K
1,718
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$82.5K
1,189
-19%
增持
CVX
CHEVRON CORP NEW
+$80.9K
631
+1027%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$77.6K
1,462
+1%
增持
ADBE
ADOBE INC
+$75.7K
282
+224%
增持
AVGO
BROADCOM INC
+$69.2K
313
+207%
建仓
NVTS
NAVITAS SEMICONDUCTOR CORP
+$65.5K
10,000
增持
VKTX
VIKING THERAPEUTICS INC
+$64.0K
6,660
+43%
减持
GIS
GENERAL MLS INC
-$60.0K
2,059
-26%
增持
CSCO
CISCO SYS INC
+$59.6K
1,697
+80%
增持
PFE
PFIZER INC
+$54.9K
4,249
+124%
增持
SCHD
SCHWAB STRATEGIC TR
+$50.6K
5,846
+57%
减持
SPEM
SPDR INDEX SHS FDS
+$50.5K
18,620
-2%
增持
O
REALTY INCOME CORP
+$50.3K
982
+801%
增持
LMT
LOCKHEED MARTIN CORP
+$50.1K
186
+133%
减持
—
EXXON MOBIL CORP
-$49.5K
3,107
-4%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$49.2K
302
+430%
减持
PLRX
PLIANT THERAPEUTICS INC
-$49.1K
141,000
-10%
增持
ECL
ECOLAB INC
+$48.8K
2,083
+3%
减持
DXCM
DEXCOM INC
+$48.8K
2,848
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$48.0K
417
+22%
减持
TNDM
TANDEM DIABETES CARE INC
-$41.0K
23,670
-6%
增持
SNOW
SNOWFLAKE INC
+$39.4K
225
+200%
建仓
ORCL
ORACLE CORP
+$38.5K
176
减持
IWP
ISHARES TR
-$37.1K
141
-71%
建仓
DEFT
DEFI TECHNOLOGIES INC
+$35.2K
12,000
减持
OFIX
ORTHOFIX MED INC
-$34.4K
4,435
-14%
减持
VV
VANGUARD INDEX FDS
+$28.7K
1,152
-1%
增持
CMCSA
COMCAST CORP NEW
+$26.3K
1,732
+80%
建仓
OTTR
OTTER TAIL CORP
+$25.5K
331
减持
DIS
DISNEY WALT CO
+$25.2K
1,354
-6%
建仓
B
BARRICK MNG CORP
+$24.3K
1,169
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$23.9K
1,000
-3%
减持
GOOGL
ALPHABET INC
+$23.7K
1,141
-1%
减持
IEFA
ISHARES TR
-$23.3K
2,742
-18%
清仓
GRNY
TIDAL ETF TR
-$23.2K
0
-100%
增持
META
META PLATFORMS INC
+$22.9K
179
+3%
增持
VXUS
VANGUARD STAR FDS
+$21.0K
960
+31%
减持
QQQ
INVESCO QQQ TR
+$20.0K
420
-7%
减持
FDX
FEDEX CORP
-$19.8K
11
-88%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$19.6K
400
增持
JNJ
JOHNSON &JOHNSON
+$19.6K
1,167
+22%
建仓
LITE
LUMENTUM HLDGS INC
+$19.0K
200
减持
NKE
NIKE INC
-$18.8K
474
-43%
增持
FAST
FASTENAL CO
+$18.7K
4,287
+106%
增持
TRV
TRAVELERS COMPANIES INC
+$18.6K
5,572
+0%
增持
MJ
AMPLIFY ETF TR
+$17.5K
1,319
+319%
增持
PEP
PEPSICO INC
-$17.0K
1,009
+1%
增持
TTD
THE TRADE DESK INC
+$16.5K
478
+46%
清仓
AIOT
POWERFLEET INC
-$16.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$16.2K
88
-35%
增持
T
AT&T INC
+$15.9K
2,904
+20%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$15.6K
715
-30%
减持
AMD
ADVANCED MICRO DEVICES INC
-$15.6K
151
-55%
清仓
—
OPTINOSE INC
-$15.3K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$15.1K
77
+141%
建仓
PRU
PRUDENTIAL FINL INC
+$15.0K
139
增持
SOLV
SOLVENTUM CORP
+$13.8K
2,349
+9%
增持
IWF
ISHARES TR
+$13.8K
69
+60%
增持
BA
BOEING CO
+$13.4K
226
+14%
减持
HD
HOME DEPOT INC
-$12.8K
229
-13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.7K
831
+22%
增持
BBY
BEST BUY INC
-$12.6K
2,350
+2%
建仓
IWD
ISHARES TR
+$11.9K
61
清仓
DEO
DIAGEO PLC
-$11.7K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$11.7K
6,132
+1%
建仓
INOD
INNODATA INC
+$11.5K
225
增持
ACWI
ISHARES TR
+$11.5K
877
+1%
减持
TJX
TJX COS INC NEW
-$11.5K
66
-59%
建仓
ARKW
ARK ETF TR
+$11.4K
77
清仓
SBGI
SINCLAIR INC
-$11.2K
0
-100%
增持
IVW
ISHARES TR
+$10.7K
398
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$10.4K
24
+100%
清仓
CELH
CELSIUS HLDGS INC
-$9.9K
0
-100%
增持
WBS
WEBSTER FINL CORP
+$9.8K
2,842
+1%
建仓
—
PIPER SANDLER COMPANIES
+$9.7K
35
增持
WMT
WALMART INC
+$9.6K
946
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$9.6K
66
-3%
减持
VST
VISTRA CORP
+$9.4K
135
-6%
增持
BAC
BANK AMERICA CORP
+$9.4K
1,108
+4%
减持
XLB
SELECT SECTOR SPDR TR
-$9.3K
1,522
-8%
增持
MAR
MARRIOTT INTL INC NEW
+$9.2K
258
+0%
增持
AXP
AMERICAN EXPRESS CO
+$8.6K
63
+47%
建仓
QUAL
ISHARES TR
+$8.4K
46
增持
SOFI
SOFI TECHNOLOGIES INC
+$8.3K
1,161
+5%
减持
ANET
ARISTA NETWORKS INC
+$8.1K
350
-2%
减持
MA
MASTERCARD INCORPORATED
-$7.8K
221
-8%
减持
SBUX
STARBUCKS CORP
-$7.7K
405
-11%
增持
MRK
MERCK &CO INC
+$7.7K
120
+500%
建仓
LOW
LOWES COS INC
+$7.5K
34
增持
XLE
SELECT SECTOR SPDR TR
-$7.4K
872
+0%
增持
KGC
KINROSS GOLD CORP
+$7.4K
2,439
+0%
增持
PII
POLARIS INC
+$7.3K
310
+138%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.3K
602
+21%
建仓
ACWV
ISHARES INC
+$7.1K
60
减持
MU
MICRON TECHNOLOGY INC
+$7.0K
278
-21%
