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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 59
减持 53
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
NEO
NEOGENOMICS INC
-$2.4M
579,834
+2%
建仓
PIPR
PIPER SANDLER COMPANIES
+$1.2M
15,748
减持
WFC
WELLS FARGO &CO
-$933.5K
68,597
-0%
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
+$916.9K
90,685
+6%
增持
MASS
908 DEVICES INC
+$689.2K
319,350
+33%
增持
HCAT
HEALTH CATALYST INC
-$637.9K
903,082
+22%
减持
TWST
TWIST BIOSCIENCE CORP
+$615.3K
39,290
-0%
增持
IVV
ISHARES TR
+$611.7K
116,955
+6%
减持
ATEC
ALPHATEC HLDGS INC
-$563.1K
52,900
-2%
减持
EFV
ISHARES TR
+$457.2K
220,341
-1%
增持
TGT
TARGET CORP
+$339.2K
3,328
+407%
增持
IUSV
ISHARES TR
+$335.8K
80,539
+5%
增持
IWM
ISHARES TR
+$332.5K
54,616
+2%
减持
SPYI
NEOS ETF TRUST
-$326.1K
1,924
-76%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$293.9K
0
-100%
增持
LLY
ELI LILLY &CO
-$259.3K
1,728
+0%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$256.2K
20,495
-5%
增持
IJH
ISHARES TR
+$254.5K
60,699
+5%
减持
TSLA
TESLA INC
-$242.5K
2,833
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$240.6K
2,056
-78%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$228.7K
46,857
+4%
增持
GOOGL
ALPHABET INC
+$224.2K
2,026
+77%
增持
AVGO
BROADCOM INC
+$222.1K
869
+544%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$180.9K
1,122
-16%
增持
AXGN
AXOGEN INC
+$170.7K
344,940
+0%
减持
GSAT
GLOBALSTAR INC
-$170.4K
100
-97%
减持
AAPL
APPLE INC
-$164.4K
7,840
-1%
增持
MMM
3M CO
-$140.9K
9,761
+0%
减持
—
EXXON MOBIL CORP
+$139.7K
3,139
-4%
增持
SMH
VANECK ETF TRUST
+$132.2K
495
+209%
增持
MSFT
MICROSOFT CORP
-$131.0K
4,506
+21%
减持
IUSG
ISHARES TR
-$121.9K
11
-99%
减持
TNDM
TANDEM DIABETES CARE INC
-$117.9K
34,120
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$112.0K
2,713
+69%
减持
SCHD
SCHWAB STRATEGIC TR
-$109.8K
2,924
-60%
减持
ABT
ABBOTT LABORATORIES
-$104.2K
4,269
-1%
增持
AMZN
AMAZON COM INC
+$95.2K
2,835
+32%
增持
XEL
XCEL ENERGY INC
+$78.0K
13,070
+1%
清仓
EHTH
EHEALTH INC
-$73.1K
0
-100%
增持
MO
ALTRIA GROUP INC
+$73.0K
7,768
+2%
清仓
VTV
VANGUARD INDEX FDS
-$71.6K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$68.4K
788
-9%
清仓
JMBS
JANUS DETROIT STR TR
-$65.8K
0
-100%
减持
OEF
ISHARES TR
-$61.5K
1,465
-5%
增持
NVDA
NVIDIA CORPORATION
+$61.1K
12,775
+10%
增持
VXUS
VANGUARD STAR FDS
+$59.9K
2,050
+57%
增持
TLSI
TRISALUS LIFE SCIENCES INC
+$57.8K
33,300
+208%
增持
BAER
BRIDGER AEROSPACE GRP HLDGS
+$56.1K
130,162
+18%
减持
CVS
CVS HEALTH CORP
-$51.6K
1,363
-28%
减持
IWR
ISHARES TR
-$51.1K
2,173
-20%
减持
IWN
ISHARES TR
+$50.1K
6,020
-0%
减持
AGG
ISHARES TR
-$49.9K
9,051
-5%
清仓
FNDF
SCHWAB STRATEGIC TR
-$49.3K
0
-100%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$47.7K
35,196
-1%
减持
IWO
ISHARES TR
-$46.1K
101
-58%
减持
EVH
EVOLENT HEALTH INC
-$42.4K
3,975
-69%
建仓
PVLA
PALVELLA THERAPEUTICS INC NE
+$40.1K
322
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$39.2K
100
增持
MSTR
STRATEGY INC
+$38.3K
532
+188%
减持
ADI
ANALOG DEVICES INC
+$37.8K
863
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$36.3K
438
-6%
减持
SPEM
SPDR INDEX SHS FDS
-$35.3K
14,992
-5%
增持
VTI
VANGUARD INDEX FDS
-$33.2K
2,475
+0%
减持
JNJ
JOHNSON &JOHNSON
+$33.0K
941
-1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$33.0K
0
-100%
减持
META
META PLATFORMS INC
-$32.6K
184
-12%
增持
CVX
CHEVRON CORPORATION
+$32.5K
573
+2%
增持
GOOG
ALPHABET INC
-$32.5K
1,210
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$32.5K
1,955
+0%
减持
ORCL
ORACLE CORP
-$31.8K
177
-40%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$29.6K
203
+92%
增持
SOLV
SOLVENTUM CORP
-$28.6K
2,396
+3%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$28.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$27.4K
271
+27%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$26.8K
400
-53%
增持
FAST
FASTENAL CO
+$26.5K
4,216
+0%
清仓
PATH
UIPATH INC
-$25.4K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$25.3K
2,838
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$23.8K
616
-42%
增持
DIS
DISNEY WALT CO
-$22.6K
1,308
+0%
减持
QQQ
INVESCO QQQ TR
-$22.4K
432
-2%
清仓
MELI
MERCADOLIBRE INC
-$22.2K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$21.4K
0
-100%
减持
EFG
ISHARES TR
-$21.1K
498
-26%
减持
SOFI
SOFI TECHNOLOGIES INC
-$21.1K
320
-68%
增持
WBS
WEBSTER FINL CORP
+$19.8K
2,898
+1%
清仓
LYFT
LYFT INC
-$19.4K
0
-100%
增持
USB
US BANCORP
-$19.1K
16,969
+0%
增持
PXJ
INVESCO EXCHANGE TRADED FD T
+$19.0K
1,561
+0%
清仓
BBAI
BIGBEAR AI HLDGS INC
-$18.9K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$17.6K
0
-100%
减持
OFIX
ORTHOFIX MED INC
-$17.3K
4,310
-2%
减持
EFA
ISHARES TR
-$16.9K
1,743
-10%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$16.9K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
+$16.9K
3,000
-1%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$16.6K
0
-100%
减持
O
REALTY INCOME CORP
-$15.3K
1,359
-22%
清仓
OKLO
OKLO INC
-$15.1K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$14.4K
9
-64%
减持
ABVX
ABIVAX SA
-$14.3K
150
-35%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$13.9K
0
-100%
增持
PEP
PEPSICO INC
+$13.9K
1,027
+1%
建仓
COP
CONOCOPHILLIPS
+$13.2K
100
减持
PFE
PFIZER INC
+$12.6K
4,345
-1%
减持
DE
DEERE &CO
+$12.6K
147
-3%
减持
LMT
LOCKHEED MARTIN CORP
+$12.2K
107
-1%
清仓
DELL
DELL TECHNOLOGIES INC
-$12.0K
0
-100%
清仓
—
PIPER SANDLER COMPANIES
-$11.9K
0
-100%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$11.5K
0
-100%
增持
RGTI
RIGETTI COMPUTING INC
-$10.8K
1,658
+8%
增持
ETH
GRAYSCALE ETHEREUM STAKING
-$10.7K
1,865
+10%
减持
BAC
BANK AMERICA CORP
-$10.4K
1,038
-6%
增持
MRK
MERCK &CO INC
+$10.4K
114
+256%
减持
CRWV
COREWEAVE INC
-$10.1K
54
-73%
增持
IJJ
ISHARES TR
+$9.7K
9,274
+0%
减持
T
AT&T INC
+$9.2K
2,644
-3%
增持
IHF
ISHARES TR
-$9.1K
1,509
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.9K
75
-5%
增持
—
MEDTRONIC PLC
-$8.8K
1,397
+3%
增持
ECL
ECOLAB INC
+$8.8K
2,095
+0%
清仓
BND
VANGUARD BD INDEX FDS
-$8.6K
0
-100%
增持
MJ
AMPLIFY ETF TR
-$8.3K
1,345
+2%
清仓
MCHI
ISHARES TR
-$7.7K
0
-100%
建仓
SHEL
SHELL PLC
+$7.7K
83
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.6K
1,096
+0%
增持
—
ASML HLDG NV
+$7.6K
9
+125%
增持
F
FORD MTR CO
-$7.5K
5,117
+1%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$7.5K
0
-100%
增持
IJS
ISHARES TR
+$7.4K
1,506
+0%
建仓
SKYT
SKYWATER TECHNOLOGY INC
+$7.3K
265
增持
GIS
GENERAL MILLS INC
-$7.2K
827
+1%
增持
ANET
ARISTA NETWORKS INC
+$7.0K
448
+22%
增持
GEV
GE VERNOVA INC
+$7.0K
29
+4%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$6.8K
0
-100%
清仓
SRE
SEMPRA
-$6.7K
0
-100%
清仓
EQT
EQT CORP
-$6.7K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$6.6K
6,377
+4%
清仓
SNPS
SYNOPSYS INC
-$6.6K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$6.4K
30
增持
VOO
VANGUARD INDEX FDS
-$6.4K
16,511
+5%
建仓
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$6.4K
150
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$6.4K
21
建仓
PSX
PHILLIPS 66
+$6.2K
34
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$6.1K
83
-52%
清仓
MTH
MERITAGE HOMES CORP
-$6.1K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$6.0K
6
-84%
增持
ROST
ROSS STORES INC
+$6.0K
47
+104%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.0K
851
-12%
减持
NFLX
NETFLIX INC.
-$5.9K
290
-19%
增持
KGC
KINROSS GOLD CORP
+$5.8K
2,446
+0%
