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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 58
减持 56
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$4.7M
109,177
-1%
减持
—
PERFORMANT HEALTHCARE INC
+$2.6M
756,000
-7%
增持
AXGN
AXOGEN INC
+$2.2M
185,085
+89%
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
NEO
NEOGENOMICS INC
+$2.2M
400,334
+221%
减持
ANAB
ANAPTYSBIO INC
+$1.2M
135,050
-7%
减持
IWM
ISHARES TR
+$1.0M
53,555
-3%
减持
IJR
ISHARES TR
+$537.9K
84,227
-3%
减持
VOO
VANGUARD INDEX FDS
+$494.5K
15,708
-2%
增持
TSLA
TESLA INC
+$455.6K
2,878
+11%
增持
AAPL
APPLE INC
+$429.1K
8,408
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$417.3K
311
-74%
减持
EFV
ISHARES TR
+$352.2K
222,241
-4%
减持
IUSV
ISHARES TR
+$331.4K
76,488
-1%
减持
ATEC
ALPHATEC HLDGS INC
+$320.7K
94,120
-0%
增持
TWST
TWIST BIOSCIENCE CORP
-$306.5K
39,462
+2%
减持
WFC
WELLS FARGO CO NEW
+$273.3K
74,819
-0%
增持
HCAT
HEALTH CATALYST INC
+$263.2K
310,282
+88%
增持
AUPH
AURINIA PHARMACEUTICALS INC
+$232.8K
37,696
+74%
减持
AMZN
AMAZON COM INC
-$226.0K
2,554
-28%
减持
INSM
INSMED INC
+$223.2K
5,750
-4%
增持
SPYI
NEOS ETF TRUST
+$200.5K
7,780
+90%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$180.0K
53,179
+2%
增持
XEL
XCEL ENERGY INC
+$167.3K
12,937
+1%
减持
IJH
ISHARES TR
+$162.9K
57,601
-1%
增持
PLRX
PLIANT THERAPEUTICS INC
+$160.6K
219,000
+55%
减持
TNDM
TANDEM DIABETES CARE INC
-$155.1K
23,570
-0%
增持
RGTI
RIGETTI COMPUTING INC
+$147.7K
5,590
+252%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$138.5K
45,004
-5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$131.3K
1,923
+3%
减持
NVDA
NVIDIA CORPORATION
+$121.9K
11,734
-10%
增持
UNH
UNITEDHEALTH GROUP INC
+$119.1K
722
+73%
清仓
WDAY
WORKDAY INC
-$110.2K
0
-100%
清仓
ANSS
ANSYS INC
-$100.4K
0
-100%
减持
IWN
ISHARES TR
+$90.7K
6,027
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$87.7K
1,573
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$82.0K
9,204
+27%
增持
TRV
TRAVELERS COMPANIES INC
+$66.2K
5,576
+0%
增持
MDXG
MIMEDX GROUP INC
+$66.2K
55,878
+5%
减持
GIS
GENERAL MLS INC
-$66.1K
806
-61%
减持
GOOG
ALPHABET INC
+$61.9K
1,209
-8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$61.3K
4,930
+21%
减持
SPEM
SPDR INDEX SHS FDS
-$60.9K
15,700
-16%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$60.3K
0
-100%
增持
MO
ALTRIA GROUP INC
+$60.0K
7,588
+1%
减持
VTI
VANGUARD INDEX FDS
+$58.1K
2,454
-0%
增持
USB
US BANCORP DEL
+$55.3K
16,817
+0%
增持
O
REALTY INCOME CORP
+$55.0K
1,836
+87%
减持
MSFT
MICROSOFT CORP
+$53.7K
3,677
-1%
建仓
SMH
VANECK ETF TRUST
+$52.0K
159
减持
SPY
SPDR S&P 500 ETF TR
+$50.5K
1,178
-1%
增持
ORCL
ORACLE CORP
+$44.9K
296
+68%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$41.8K
200
-72%
增持
SCHD
SCHWAB STRATEGIC TR
+$41.7K
7,202
+23%
减持
IVE
ISHARES TR
+$41.3K
5,763
-2%
减持
AVGO
BROADCOM INC
-$40.9K
138
-56%
增持
QQQ
INVESCO QQQ TR
+$40.1K
453
+8%
减持
VKTX
VIKING THERAPEUTICS INC
-$36.9K
5,310
-20%
减持
COST
COSTCO WHSL CORP NEW
-$35.5K
487
-3%
减持
MSTR
STRATEGY INC
-$35.4K
160
-26%
减持
SNOW
SNOWFLAKE INC
-$33.4K
75
-67%
减持
IJJ
ISHARES TR
+$32.5K
9,287
-2%
增持
CAT
CATERPILLAR INC
+$31.5K
354
+0%
减持
SHOP
SHOPIFY INC
-$29.2K
97
-74%
建仓
CRWV
COREWEAVE INC
+$27.4K
200
清仓
VST
VISTRA CORP
-$26.2K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$26.1K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$26.1K
5,163
+0%
建仓
ABVX
ABIVAX SA
+$23.8K
280
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$23.5K
600
建仓
SG
SWEETGREEN INC
+$23.3K
2,914
建仓
BBAI
BIGBEAR AI HLDGS INC
+$22.8K
3,500
增持
OKLO
OKLO INC
+$22.6K
205
+4000%
减持
MMM
3M CO
+$22.6K
9,764
-0%
增持
KGC
KINROSS GOLD CORP
+$22.5K
2,441
+0%
增持
BBY
BEST BUY INC
+$22.3K
2,380
+1%
建仓
LYFT
LYFT INC
+$22.0K
1,000
增持
EFG
ISHARES TR
+$21.9K
669
+38%
减持
DIS
DISNEY WALT CO
-$21.1K
1,282
-5%
增持
XLV
SELECT SECTOR SPDR TR
+$21.1K
221
+207%
增持
—
EXXON MOBIL CORP
+$20.6K
3,155
+2%
增持
VXUS
VANGUARD STAR FDS
+$20.4K
1,181
+23%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$19.6K
0
-100%
增持
IJS
ISHARES TR
+$18.0K
1,556
+0%
清仓
BKNG
BOOKING HOLDINGS INC
-$17.6K
0
-100%
减持
IWF
ISHARES TR
-$17.2K
26
-62%
减持
V
VISA INC
-$16.6K
159
-20%
减持
CSCO
CISCO SYS INC
-$16.5K
1,479
-13%
清仓
—
WIX COM LTD
-$15.8K
0
-100%
清仓
RBLX
ROBLOX CORP
-$15.8K
0
-100%
清仓
VOX
VANGUARD WORLD FD
-$15.7K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$15.6K
424
-26%
减持
OFIX
ORTHOFIX MED INC
+$15.0K
4,405
-1%
增持
WBS
WEBSTER FINL CORP
+$14.9K
2,861
+1%
减持
MGNI
MAGNITE INC
-$14.4K
1,000
-33%
增持
IWO
ISHARES TR
+$14.2K
288
+6%
增持
B
BARRICK MNG CORP
+$14.1K
1,174
+0%
减持
—
MEDTRONIC PLC
-$13.7K
1,342
-17%
增持
CVS
CVS HEALTH CORP
+$13.7K
1,917
+1%
清仓
PSCE
INVESCO EXCH TRADED FD TR II
-$13.2K
0
-100%
建仓
VNOM
VIPER ENERGY INC
+$13.1K
343
清仓
—
VIPER ENERGY INC
-$13.1K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$13.1K
974
+12%
建仓
ADMA
ADMA BIOLOGICS INC
+$13.0K
885
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$12.5K
0
-100%
增持
ABNB
AIRBNB INC
-$12.4K
1,193
+0%
清仓
MCK
MCKESSON CORP
-$11.7K
0
-100%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$11.7K
418
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$11.7K
0
-100%
增持
IWR
ISHARES TR
+$11.6K
2,454
+0%
清仓
INOD
INNODATA INC
-$11.5K
0
-100%
减持
ADBE
ADOBE INC
-$11.4K
277
-2%
增持
META
META PLATFORMS INC
+$11.1K
183
+2%
减持
IMCB
ISHARES TR
-$11.1K
1,111
-14%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$10.6K
0
-100%
清仓
PFSI
PENNYMAC FINL SVCS INC NEW
-$10.6K
0
-100%
增持
ECL
ECOLAB INC
+$10.6K
2,088
+0%
增持
SOFI
SOFI TECHNOLOGIES INC
+$10.6K
1,200
+3%
减持
ANET
ARISTA NETWORKS INC
+$10.5K
318
-9%
清仓
PSX
PHILLIPS 66
-$10.4K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$9.9K
466
+23%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$9.8K
116
-73%
减持
TLT
ISHARES TR
+$9.8K
35,091
-1%
增持
VB
VANGUARD INDEX FDS
+$9.7K
263
+9%
清仓
ONEV
SPDR SERIES TRUST
-$9.7K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$9.4K
2,808
-1%
增持
PEP
PEPSICO INC
+$9.4K
1,015
+1%
减持
T
AT&T INC
-$9.0K
2,657
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.8K
938
+13%
增持
CVX
CHEVRON CORP NEW
+$8.7K
638
+1%
增持
EFA
ISHARES TR
+$8.6K
1,949
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$8.4K
785
+1%
减持
MRK
MERCK &CO INC
-$8.3K
14
-88%
清仓
EBAY
EBAY INC.
-$8.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.2K
30
+2900%
增持
DAL
DELTA AIR LINES INC DEL
+$8.0K
1,041
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$8.0K
156
-16%
建仓
NVS
NOVARTIS AG
+$7.7K
60
建仓
BND
VANGUARD BD INDEX FDS
+$7.7K
103
减持
FNV
FRANCO NEV CORP
-$7.7K
100
-45%
清仓
TER
TERADYNE INC
-$7.6K
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$7.4K
58
增持
ABT
ABBOTT LABS
-$7.4K
4,310
+0%
减持
—
ASML HOLDING N V
-$7.4K
4
-71%
减持
—
PROTHENA CORP PLC
+$7.3K
2,008
-0%
增持
IVW
ISHARES TR
+$7.3K
423
+6%
减持
GEV
GE VERNOVA INC
-$7.3K
14
-53%
增持
CMCSA
COMCAST CORP NEW
-$7.1K
1,740
+0%
减持
SOLV
SOLVENTUM CORP
-$7.1K
2,343
-0%
增持
VO
VANGUARD INDEX FDS
+$7.1K
86
+32%
清仓
NGG
NATIONAL GRID PLC
-$7.0K
0
-100%
