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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 87 项
建仓 14
增持 24
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
FTSL
FRST TRST SENR LOAN ETF
+$5.9M
219,113
+137%
增持
SCHP
SCHWAB US TIPS ETF
+$5.7M
165,799
+138%
增持
FLTR
VANECK INVESTMENT GRADE FLT RT ETF
+$5.3M
483,703
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。
+97%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$4.7M
249,108
-14%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$3.2M
301,986
-15%
减持
XLP
SPDR FUND CONSUMER STAPLES ETF
-$2.6M
27,243
-55%
建仓
XLF
SELECT STR FINANCIAL SELECT S ETF IV
+$2.3M
60,546
减持
IVV
ISHARES CORE S&P 500 ETF
-$2.3M
20,079
-16%
建仓
XLI
SELECT SECTOR INDUSTRIALSPDR ETF
+$2.2M
21,780
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
-$2.1M
96,934
-4%
清仓
EMQQ
EMQQ EMRNG MKT INTRNT ECMRC ETF
-$2.1M
0
-100%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
-$1.9M
20,390
-9%
减持
META
META PLATFORMS INC CLASS A
-$1.6M
11,440
-8%
减持
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
-$1.6M
11,871
-73%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.5M
0
-100%
减持
VB
VANGUARD SMALL CAP ETF
-$1.5M
41,520
-9%
清仓
SQ
BLOCK INC CLASS A
-$1.5M
0
-100%
减持
SCHM
CHARLES SCHWAB US MC ETF
-$1.5M
158,571
-5%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF IV
+$1.3M
42,603
+23%
减持
DPZ
DOMINOS PIZZA INC
-$1.3M
2,981
-34%
增持
MSFT
MICROSOFT CORP
+$1.3M
13,476
+58%
减持
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
-$1.3M
72,340
-10%
清仓
ZM
ZOOM VIDEO COMMUNICATION
-$1.3M
0
-100%
减持
HD
HOME DEPOT INC
-$1.2M
8,015
-9%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$1.2M
51,666
-28%
减持
SBUX
STARBUCKS CORP
-$1.2M
28,496
-12%
增持
AMZN
AMAZON.COM INC
+$1.2M
3,423
+14%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$1.1M
8,242
-73%
减持
EBAY
EBAY INC
-$1.1M
46,258
-19%
减持
LEA
LEAR CORP
-$1.1M
17,368
-11%
减持
BSV
VANGUARD SHORT-TERM BONDETF
-$1.1M
13,711
-49%
减持
SPGP
INVESCO S&P 500 GARP ETF
-$1.1M
7,484
-59%
增持
ABBV
ABBVIE INC
+$1.0M
18,516
+27%
建仓
LLY
LILLY ELI & CO
+$985.0K
3,443
减持
AAPL
APPLE INC
-$960.0K
68,598
-6%
建仓
MRK
MERCK & CO. INC.
+$933.0K
11,383
建仓
XBI
SPDR S&P BIOTECH ETF
+$895.0K
9,961
减持
NUMG
NUVEEN ESG MID CAP GROWTH ETF
-$804.0K
147,454
-0%
建仓
LMT
LOCKHEED MARTIN CORP
+$779.0K
1,765
减持
AZO
AUTOZONE INC
-$765.0K
2,100
-13%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$743.0K
13,091
+1%
减持
JPM
JPMORGAN CHASE & CO
-$741.0K
24,903
-5%
减持
CRM
SALESFORCE COM
-$713.0K
15,397
-2%
建仓
LHX
L3HARRIS TECHNOLOGIES IN
+$675.0K
2,718
建仓
GD
GENERAL DYNAMICS CO
+$585.0K
2,429
建仓
XMQTX
BLACKROCK MUNIYLD QUALIT
+$567.0K
46,674
建仓
VGM
INVESCO GRADE MUN CF
+$566.0K
48,778
减持
CSCO
CISCO SYSTEMS INC
-$565.0K
62,542
-2%
建仓
SNOW
SNOWFLAKE INC CLASS A
+$558.0K
2,437
增持
XLB
SPDR FUND MATERIALS SELECT SECTR ETF
+$545.0K
29,125
+31%
减持
HYXF
ISHARS ESG ADV HGH YLD COR BND ETF
-$538.0K
4,155
-71%
增持
FFIV
F5 INC
+$533.0K
5,690
+114%
建仓
HII
HUNTINGTON INGALLS
+$487.0K
2,444
减持
MCD
MCDONALDS CORP
-$446.0K
12,394
-5%
建仓
CF
CF INDUSTRIES HLDG
+$438.0K
4,257
减持
VO
VANGUARD MID CAP ETF
-$415.0K
5,328
-19%
增持
DBEF
XTRACKERS MSCI EAFE HDGDEQY ETF
-$381.0K
327,301
+1%
减持
GOOGL
ALPHABET INC. CLASS A
-$358.0K
2,365
-1%
增持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$345.0K
30,445
+0%
清仓
IJH
ISHARES CORE S&P MID CAPETF IV
-$334.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CO
+$328.0K
3,319
增持
LUMN
LUMEN TECHNOLOGIES INC
+$320.0K
142,244
+39%
减持
BKNG
BOOKING HOLDINGS INC
-$299.0K
276
-30%
增持
CCI
CROWN CASTLE INTL CO REIT
+$280.0K
8,514
+38%
清仓
ANIP
ANI PHARMACEUTICALS
-$267.0K
0
-100%
清仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF IV
-$255.0K
0
-100%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$253.0K
60,532
-0%
增持
—
CHECK PT SOFTWARE F
+$250.0K
10,929
+1%
减持
DDLS
WISDOMTREE DYNMC SMALLCAP EQY ETF
-$248.0K
92,109
-3%
清仓
SHM
SPDR NUVEEN BLOOMBERG
-$235.0K
0
-100%
增持
VZ
VERIZON COMMUNICATN
+$203.0K
8,326
+95%
增持
SAP
SAP SE FSPONSORED ADR
-$197.0K
7,067
+1%
增持
DLR
DIGITAL REALTY TRUST REIT
+$181.0K
10,642
+42%
增持
WMT
WALMART INC
+$132.0K
18,683
+2%
减持
QQQ
INVESCO QQQ TRUST
-$131.0K
2,421
-5%
增持
GOOG
ALPHABET INC. CLASS C
+$127.0K
212
+32%
增持
DIS
WALT DISNEY CO
+$92.0K
16,388
+18%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$71.0K
1,068
-5%
减持
UNP
UNION PACIFIC CORP
+$52.0K
11,829
-6%
减持
TGT
TARGET CORP
-$38.0K
1,033
-7%
减持
VUG
VANGUARD GROWTH ETF
-$37.0K
829
-3%
减持
CI
CIGNA CORP
+$37.0K
11,332
-3%
减持
—
MEDTRONIC PLC F
+$36.0K
5,838
-1%
增持
ORCL
ORACLE CORP
-$17.0K
4,041
+0%
增持
BSX
BOSTON SCIENTIFIC CO
+$15.0K
7,373
+1%
增持
NVDA
NVIDIA CORP
+$13.0K
1,128
+12%
减持
GIS
GENERAL MILLS INC
+$1.0K
3,531
-0%
