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High Note Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

High Note Wealth, LLC

报告期 2026-03-31 · CIK 0001807283

持仓数

938

前50大市值合计

$452.1M

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

21Q3 调仓2021-06-30 → 2021-09-30 · 共 73 项建仓 2增持 53减持 16清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

BABA ALIBABA GROUP HLDG LTD

-$3.0M

0 -100%

建仓

MSOS ADVISORSHS PURE US

+$2.0M

64,282

增持

ESGE ISHARES ESG AWARE MSCI EM ETF

-$1.1M

353,953 +1%

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

FLTR VANECK INVESTMENT GRADE FLOATING RATE ETF

+$887.0K

198,384 +21%

增持

FTSL FRST TRST SENR LOAN ETF

+$847.0K

77,810 +29%

增持

GOOGL ALPHABET INC.

+$758.0K

2,305 +4%

增持

ZM ZOOM VIDEO COMMUNICATION

-$717.0K

6,794 +5%

增持

AZO AUTOZONE INC

+$654.0K

2,410 +5%

增持

PYPL PAYPAL HOLDINGS INCORPOR

-$577.0K

20,469 +1%

增持

EMQQ EMQQ EMRNG MKT INTRNT ECMRC ETF

-$543.0K

53,007 +6%

增持

SCHP SCHWAB US TIPS ETF

+$456.0K

59,466 +13%

增持

AAPL APPLE INC

+$443.0K

72,325 +1%

增持

CRM SALESFORCE COM

+$428.0K

14,028 +1%

增持

BIIB BIOGEN INC

-$425.0K

6,766 +0%

增持

HD HOME DEPOT INC

+$346.0K

8,771 +10%

建仓

ECL ECOLAB INC

+$322.0K

1,545

增持

CSCO CISCO SYSTEMS INC

+$308.0K

62,163 +7%

增持

AMZN AMAZON.COM INC

+$290.0K

2,852 +8%

增持

JPM JPMORGAN CHASE & CO

+$281.0K

25,661 +2%

增持

CI CIGNA CORP

-$280.0K

11,560 +6%

增持

MCD MCDONALDS CORP

+$243.0K

12,671 +4%

增持

LQD ISHARES IBOXX INVT GRADEBOND ETF IV

+$239.0K

29,886 +7%

减持

VGIT VANGUARD INTRMDIAT TRM TRSRY ETF

-$236.0K

46,287 -5%

减持

BNDX VANGUARD TOTAL INTERNATIONAL BND ETF

-$218.0K

72,198 -5%

清仓

GIS GENERAL MILLS INC

-$203.0K

0 -100%

增持

UNP UNION PACIFIC CORP

-$200.0K

12,159 +3%

增持

XLV SELECT SECTOR HEALTH CARE SPD ETF IV

+$194.0K

60,737 +1%

增持

XLK TECHNOLOGY SELECT SECTORSPDR ETF IV

+$186.0K

101,503 +0%

增持

LEA LEAR CORP

-$164.0K

19,310 +6%

增持

VB VANGUARD SMALL CAP ETF IV

-$159.0K

46,059 +1%

减持

XLP SPDR FUND CONSUMER

-$134.0K

61,412 -1%

增持

XLE ENERGY SELECT SECTOR SPDR ETF IV

+$134.0K

30,322 +13%

增持

FFIV F5 NETWORKS INC

+$133.0K

2,309 +31%

增持

DBEF XTRACKERS MSCI EAFE HDGDEQY ETF

+$121.0K

323,094 +0%

增持

DDLS WISDOMTREE DYNMC

+$120.0K

93,551 +3%

增持

ABBV ABBVIE INC

+$119.0K

13,800 +13%

增持

— CORESITE REALTY CORP REIT

+$117.0K

8,310 +8%

增持

SCHM CHARLES SCHWAB US MC ETF

-$103.0K

167,583 +1%

增持

UNH UNITEDHEALTH GRP INC

-$98.0K

13,257 +1%

减持

MSFT MICROSOFT CORP

+$94.0K

8,543 -0%

增持

DPZ DOMINOS PIZZA INC

+$84.0K

4,414 +2%

增持

NUMG NUVEEN ESG MID CAP GROWTH ETF

+$77.0K

146,425 +1%

增持

XLB SPDR FUND MATERIALS

+$74.0K

20,899 +9%

增持

BSX BOSTON SCIENTIFIC CO

+$72.0K

7,387 +27%

减持

BKNG BOOKING HOLDINGS INC

+$72.0K

397 -0%

减持

BSV VANGUARD SHORT-TERM BONDETF IV

-$69.0K

19,011 -4%

增持

DLR DIGITAL REALTY TRUST REIT

+$66.0K

7,082 +11%

增持

META FACEBOOK INC CLASS A

-$58.0K

12,082 +1%

增持

ESGD ISHARES ESG AWARE MSCI EAFE ETF

+$54.0K

288,351 +1%

增持

XLC COMMUNICAT SVS SLCT SEC SPDR ETF

+$50.0K

79,863 +2%

增持

GOOG ALPHABET INC.

+$48.0K

167 +21%

减持

AGG ISHARES CORE US AGGREGATE BOND ETF

-$41.0K

2,520 -12%

增持

— MEDTRONIC PLC F

+$39.0K

5,899 +7%

减持

ORCL ORACLE CORP

+$37.0K

4,035 -0%

减持

SCHO SCHWAB SHORT TERM US TREASURY ETF

-$37.0K

30,853 -2%

减持

VO VANGUARD MID CAP ETF IV

-$37.0K

6,981 -2%

增持

— CITRIX SYSTEMS INC

-$30.0K

17,183 +7%

减持

SHM SPDR NUVEEN BLOOMBERG

-$28.0K

5,083 -2%

增持

SAP SAP SE

-$26.0K

6,711 +1%

增持

WMT WALMART INC

+$26.0K

17,677 +2%

增持

IVV ISHARES CORE S&P 500 ETF

+$26.0K

24,061 +0%

增持

LUMN LUMEN TECHNOLOGIES INC

+$19.0K

98,033 +11%

减持

SPGP INVESCO S&P 500 GARP ETF

-$19.0K

18,620 -0%

减持

HYXF ISHARS ESG ADV HGH YLD COR BND ETF

-$17.0K

14,627 -2%

增持

EBAY EBAY INC

+$16.0K

56,713 +1%

减持

TGT TARGET CORP

-$15.0K

1,114 -0%

增持

— CHECK PT SOFTWARE F

+$14.0K

10,597 +4%

增持

BRK/B BERKSHIRE HATHAWAY

+$14.0K

12,721 +2%

减持

INTC INTEL CORP

-$13.0K

3,766 -0%

增持

SBUX STARBUCKS CORP

+$4.0K

31,697 +1%

减持

SPY SPDR S&P 500 ETF

-$3.0K

2,179 -1%

增持

FMB FIRST TRUST MANAGED MUNICIPAL ETF

+$2.0K

4,489 +2%

增持

CCI CROWN CASTLE INTL CO REIT

+$1.0K

6,046 +12%