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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 94 项
建仓 14
增持 59
减持 14
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
-$3.6M
71,545
+1990%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$3.1M
97,183
+0%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$2.7M
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。
-100%
增持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
-$2.7M
249,702
+0%
增持
FLTR
VANECK INVESTMENT GRADE FLOATING RATE ETF
+$2.6M
597,393
+24%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
3,143
-85%
建仓
JNJ
JOHNSON & JOHNSON
+$2.1M
11,814
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$2.1M
158,496
-0%
减持
DIS
DISNEY WALT CO
-$1.9M
3,736
-77%
增持
AAPL
APPLE INC
-$1.8M
74,415
+8%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.5M
20,103
+0%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
-$1.5M
41,843
+1%
减持
NUMG
NUVEEN ESG MID-CAP GROWTH ETF
-$1.4M
147,157
-0%
减持
ESGE
ISHARES MSCI EM ESG SELECT ETF
-$1.4M
300,335
-1%
建仓
—
PIONEER NAT RES CO
+$1.4M
6,182
建仓
—
IPATH SERIES B BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETN
+$1.3M
68,610
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.2M
14,903
+18%
清仓
FFIV
F5 INC
-$1.2M
0
-100%
增持
GOOGL
ALPHABET INC. CLASS A
-$1.1M
2,510
+6%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
-$1.0M
72,724
+1%
建仓
VICI
VICI PPTYS INC
+$948.0K
31,830
增持
DBEF
X-TRACKERS MSCI EAFE HEDGED EQUITY ETF
-$941.0K
327,531
+0%
增持
MRK
MERCK & CO INC
+$765.0K
18,622
+64%
增持
CSCO
CISCO SYS INC
-$760.0K
63,952
+2%
清仓
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
-$746.0K
0
-100%
增持
EBAY
EBAY INC.
-$711.0K
46,493
+1%
增持
UNP
UNION PAC CORP COM
-$695.0K
11,888
+0%
增持
CRM
SALESFORCE INC
-$684.0K
15,660
+2%
减持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$648.0K
5,469
-60%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$647.0K
14,548
+11%
减持
SAP
SAP SE SPON ADR
-$603.0K
2,000
-72%
增持
META
META PLATFORMS INC CL A
-$597.0K
12,066
+5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$580.0K
9,443
+185%
增持
SCHP
SCHWAB U.S. TIPS ETF
-$533.0K
170,820
+3%
建仓
PFE
PFIZER INC
+$502.0K
9,573
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$462.0K
61,055
+1%
增持
CF
CF INDS HLDGS INC
+$461.0K
10,482
+146%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$433.0K
29,528
-3%
增持
JPM
JPMORGAN CHASE & CO
-$406.0K
26,536
+7%
增持
WMT
WALMART INC
-$379.0K
19,768
+6%
增持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$368.0K
29,883
+3%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
-$362.0K
225,551
+3%
建仓
USB
US BANCORP DEL COM NEW
+$358.0K
7,787
增持
SBUX
STARBUCKS CORP
-$346.0K
29,405
+3%
增持
—
MEDTRONIC PLC
+$345.0K
11,049
+89%
建仓
—
PENTAIR PLC SHS
+$337.0K
7,365
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$330.0K
63,278
+5%
清仓
NVDA
NVIDIA CORP
-$307.0K
0
-100%
建仓
MMM
3M CO
+$300.0K
2,322
增持
DDLS
WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL SMALLCAP EQUITY FUND
-$291.0K
92,543
+0%
建仓
VOO
VANGUARD S&P 500 ETF
+$288.0K
829
增持
LEA
LEAR CORP
-$282.0K
17,428
+0%
建仓
DHR
DANAHER CORPORATION
+$281.0K
1,108
增持
CI
CIGNA CORP NEW
+$281.0K
11,370
+0%
增持
LLY
LILLY ELI & CO
+$271.0K
3,873
+12%
建仓
OEF
ISHARES S&P 100 ETF
+$267.0K
1,549
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$261.0K
6,387
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$260.0K
22,690
+4%
增持
HII
HUNTINGTON INGALLS INDS INC
+$241.0K
3,344
+37%
减持
DPZ
DOMINOS PIZZA INC
-$239.0K
2,499
-16%
清仓
VUG
VANGUARD GROWTH ETF
-$238.0K
0
-100%
建仓
NKE
NIKE INC
+$238.0K
2,328
增持
AZO
AUTOZONE INC
+$232.0K
2,105
+0%
增持
XMQTX
BLACKROCK MUNIYIELD QUALITY FD
+$229.0K
69,438
+49%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$225.0K
5,291
-1%
增持
SNOW
SNOWFLAKE INC
-$218.0K
2,447
+0%
建仓
INTC
INTEL CORP
+$212.0K
5,669
清仓
HYXF
ISHARS ESG ADV HGH YLD COR BND ETF
-$201.0K
0
-100%
清仓
—
HEARTLAND FINL USA
-$201.0K
0
-100%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$184.0K
71,222
+46%
增持
—
CHECK POINT SOFTWARE TECH LTD
-$165.0K
11,054
+1%
增持
MSFT
MICROSOFT CORP
-$162.0K
15,545
+15%
增持
BKNG
BOOKING HOLDINGS INC
-$159.0K
280
+1%
增持
MCD
MCDONALDS CORP
+$158.0K
13,050
+5%
增持
SPY
SPDR S&P 500 ETF
-$151.0K
2,207
+1%
减持
CCI
CROWN CASTLE INTL CORP
-$142.0K
8,484
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$135.0K
2,126
+20%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$135.0K
3,352
+23%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$130.0K
3,777
+59%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$116.0K
27,030
-1%
增持
HD
HOME DEPOT INC
-$113.0K
8,333
+4%
增持
DLR
DIGITAL RLTY TR INC
-$108.0K
10,794
+1%
增持
ABBV
ABBVIE INC
-$97.0K
18,961
+2%
增持
GD
GENERAL DYNAMICS CORP
+$81.0K
3,011
+24%
增持
GOOG
ALPHABET INC CLASS C
-$76.0K
236
+11%
增持
XBI
SPDR S&P BIOTECH ETF
+$52.0K
12,753
+28%
减持
ORCL
ORACLE CORP
-$52.0K
4,036
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$51.0K
7,375
+0%
增持
TGT
TARGET CORP
+$50.0K
1,904
+84%
增持
LUMN
LUMEN TECHNOLOGIES INC
-$42.0K
143,090
+1%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$41.0K
46,106
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.0K
9,064
+9%
增持
ECL
ECOLAB INC
-$34.0K
1,548
+0%
减持
GIS
GENERAL MLS INC
+$27.0K
3,527
-0%
