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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 81 项建仓 7增持 46减持 23清仓 5

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$2.7M

72,863 +1%

减持

XLK TECHNOLOGY SELECT SECTORSPDR ETF IV

+$2.4M

100,836 -1%

清仓

MSOS ADVISORSHS PURE US

-$2.0M

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。

清仓

BIIB BIOGEN INC

-$1.9M

0 -100%

清仓

— CITRIX SYSTEMS INC

-$1.8M

0 -100%

增持

DIS WALT DISNEY CO

+$1.8M

13,879 +565%

增持

FLTR VANECK INVESTMENT GRADE FLOATING RATE ETF

+$1.8M

245,481 +24%

建仓

UBER UBER TECHNOLOGIES INC

+$1.5M

36,792

建仓

SQ BLOCK INC CLASS A

+$1.5M

9,227

清仓

— CORESITE REALTY CORP REIT

-$1.2M

0 -100%

减持

UNH UNITEDHEALTH GRP INC

+$1.1M

12,588 -5%

增持

PYPL PAYPAL HOLDINGS INCORPOR

-$1.1M

22,498 +10%

减持

IVV ISHARES CORE S&P 500 ETF

+$994.0K

23,815 -1%

增持

AZO AUTOZONE INC

+$966.0K

2,413 +0%

减持

XLV SELECT SECTOR HEALTH

+$813.0K

60,651 -0%

增持

UNP UNION PACIFIC CORP

+$794.0K

12,598 +4%

增持

HD HOME DEPOT INC

+$761.0K

8,772 +0%

减持

VGIT VANGUARD INTRMDIAT TRM TRSRY ETF

-$758.0K

43,786 -5%

增持

GOOGL ALPHABET INC. CLASS A

+$754.0K

2,394 +4%

增持

NUMG NUVEEN ESG MID CAP GROWTH ETF

-$699.0K

147,644 +1%

增持

FTSL FRST TRST SENR LOAN ETF

+$695.0K

92,604 +19%

增持

CSCO CISCO SYSTEMS INC

+$669.0K

63,933 +3%

增持

SCHP SCHWAB US TIPS ETF

+$652.0K

69,672 +17%

增持

SCHM CHARLES SCHWAB US MC ETF

+$641.0K

167,710 +0%

增持

BSV VANGUARD SHORT-TERM BONDETF IV

+$615.0K

26,878 +41%

增持

AMZN AMAZON.COM INC

+$614.0K

2,994 +5%

增持

LEA LEAR CORP

+$562.0K

19,591 +1%

减持

EMQQ EMQQ EMRNG MKT INTRNT ECMRC ETF

-$530.0K

52,543 -1%

增持

DBEF XTRACKERS MSCI EAFE HDGDEQY ETF

+$523.0K

324,012 +0%

增持

ZM ZOOM VIDEO COMMUNICATION

-$514.0K

6,864 +1%

增持

ABBV ABBVIE INC

+$486.0K

14,601 +6%

减持

MSFT MICROSOFT CORP

+$461.0K

8,531 -0%

增持

MCD MCDONALDS CORP

+$452.0K

13,088 +3%

增持

DPZ DOMINOS PIZZA INC

+$424.0K

4,483 +2%

减持

XLP SPDR FUND CONSUMER STAPLES ETF IV

+$420.0K

60,272 -2%

增持

ESGD ISHARES ESG AWARE MSCI EAFE ETF

+$420.0K

289,740 +0%

增持

BRK/B BERKSHIRE HATHAWAY CLASS B

+$401.0K

12,956 +2%

增持

XLB SPDR FUND MATERIALS SELECT SECTR ETF

+$366.0K

22,303 +7%

增持

CI CIGNA CORP

+$364.0K

11,663 +1%

增持

ESGE ISHARES ESG AWARE MSCI EM ETF

-$358.0K

356,197 +1%

增持

XLE ENERGY SELECT SECTOR SPDR ETF IV

+$340.0K

34,569 +14%

增持

DLR DIGITAL REALTY TRUST REIT

+$303.0K

7,500 +6%

建仓

NVDA NVIDIA CORP

+$294.0K

1,003

增持

SBUX STARBUCKS CORP

+$278.0K

32,269 +2%

建仓

ANIP ANI PHARMACEUTICALS

+$267.0K

5,802

减持

VB VANGUARD SMALL CAP ETF IV

+$247.0K

45,666 -1%

增持

CCI CROWN CASTLE INTL CO REIT

+$240.0K

6,185 +2%

建仓

GIS GENERAL MILLS INC

+$238.0K

3,534

建仓

VZ VERIZON COMMUNICATN

+$221.0K

4,263

建仓

— HEARTLAND FINL USA

+$212.0K

4,204

清仓

INTC INTEL CORP

-$200.0K

0 -100%

减持

BNDX VANGUARD TOTAL INTERNATIONAL BND ETF

-$200.0K

71,292 -1%

增持

FFIV F5 INC

+$195.0K

2,661 +15%

增持

WMT WALMART INC

+$185.0K

18,306 +4%

增持

CRM SALESFORCE COM

+$176.0K

15,673 +12%

增持

EBAY EBAY INC

-$174.0K

56,798 +0%

增持

XLC COMMUNICAT SVS SLCT SEC SPDR ETF

-$150.0K

80,450 +1%

减持

SPGP INVESCO S&P 500 GARP ETF

+$144.0K

18,171 -2%

增持

— MEDTRONIC PLC F

-$115.0K

5,910 +0%

增持

TSLA TESLA INC

+$113.0K

331 +9%

增持

META META PLATFORMS INC CLASS A

+$79.0K

12,430 +3%

增持

SAP SAP SE

+$74.0K

7,003 +4%

减持

GOOG ALPHABET INC. CLASS C

+$71.0K

161 -4%

增持

DDLS WISDOMTREE DYNMC

+$69.0K

94,575 +1%

增持

LUMN LUMEN TECHNOLOGIES INC

+$66.0K

102,170 +4%

减持

— THOMSON REUTERS CORP F

-$66.0K

3,208 -35%

增持

JPM JPMORGAN CHASE & CO

-$66.0K

26,109 +2%

增持

— CHECK PT SOFTWARE F

+$64.0K

10,819 +2%

减持

VGT VANGUARD INFORMATION TECHNOLO ETF IV

+$53.0K

1,125 -2%

增持

LQD ISHARES IBOXX INVT GRADEBOND ETF IV

+$45.0K

30,391 +2%

增持

ECL ECOLAB INC

+$40.0K

1,546 +0%

增持

VUG VANGUARD GROWTH ETF

+$35.0K

859 +4%

减持

SCHO SCHWAB SHORT TERM US TREASURY ETF

-$30.0K

30,468 -1%

减持

VO VANGUARD MID CAP ETF

+$30.0K

6,605 -5%

减持

HYXF ISHARS ESG ADV HGH YLD COR BND ETF

-$26.0K

14,315 -2%

减持

AGG ISHARES CORE US AGGREGATE BOND ETF

-$18.0K

2,380 -6%

减持

BSX BOSTON SCIENTIFIC CO

-$9.0K

7,324 -1%

减持

BKNG BOOKING HOLDINGS INC

+$5.0K

395 -1%

减持

TGT TARGET CORP

+$3.0K

1,113 -0%

减持

SHM SPDR NUVEEN BLOOMBERG

-$1.0K

4,783 -6%

减持

ORCL ORACLE CORP

+$0

4,033 -0%