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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 41
减持 78
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$12.0M
131,539
+58362%
清仓
SCUS
SCHWAB ULTRA-SHORT INCOME ETF
-$11.2M
0
-100%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$6.8M
106,133
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。
-40%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$6.1M
5,415
-64%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$5.4M
108,795
-34%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.3M
72,186
+3%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$5.0M
178,666
+187%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$4.6M
99,677
-1%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$4.5M
97,917
-59%
建仓
—
ISHARES IBONDS OCT 2025 TERM TIPS ETF
+$4.4M
171,352
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$4.3M
19,027
增持
UBER
UBER TECHNOLOGIES INC COM
+$3.6M
39,434
+7426%
建仓
IBHF
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
+$3.5M
150,167
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$3.4M
320,164
+4%
建仓
IBIC
ISHARES IBONDS OCT 2026 TERM TIPS ETF
+$3.1M
121,168
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$3.1M
69,127
-7%
增持
MSFT
MICROSOFT CORP COM
+$2.9M
21,850
+3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.7M
9,734
-43%
增持
NFLX
NETFLIX INC COM
+$2.7M
2,015
+25088%
减持
ABBV
ABBVIE INC COM
-$2.6M
8,861
-56%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$2.6M
5,097
+7287%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.2M
35,904
+6006%
建仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$2.2M
92,785
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$2.1M
89,224
+37%
减持
CI
THE CIGNA GROUP COM
-$1.9M
4,412
-57%
减持
AAPL
APPLE INC COM
-$1.8M
74,992
-3%
减持
—
EXXON MOBIL CORP COM
-$1.8M
180
-99%
建仓
GLD
SPDR GOLD SHARES
+$1.8M
5,811
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.6M
849,087
+0%
增持
AMZN
AMAZON COM INC COM
+$1.3M
44,057
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.3M
28,053
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
50,138
+2%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$1.1M
74,199
-3%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$964.8K
389,443
+5%
减持
MRK
MERCK & CO INC COM
-$900.5K
194
-98%
建仓
IBID
ISHARES IBONDS OCT 2027 TERM TIPS ETF
+$897.1K
34,229
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$812.9K
17,310
-0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$687.2K
45,946
-6%
增持
WMT
WALMART INC COM
+$672.3K
63,456
+1%
增持
DDLS
WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND
+$653.5K
117,828
+4%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$606.4K
57,605
-2%
建仓
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
+$590.3K
25,382
减持
VB
VANGUARD SMALL-CAP ETF
+$558.8K
46,520
-1%
建仓
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$558.0K
24,334
减持
NVDA
NVIDIA CORPORATION COM
+$533.6K
15,638
-13%
减持
SCHP
SCHWAB US TIPS ETF
-$469.1K
54,726
-24%
清仓
EXAS
EXACT SCIENCES CORP COM
-$463.6K
0
-100%
清仓
ATEC
ALPHATEC HLDGS INC COM NEW
-$456.3K
0
-100%
增持
RTX
RTX CORPORATION COM
+$440.4K
25,955
+3%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$357.2K
30,201
-3%
减持
CRM
SALESFORCE INC COM
-$321.3K
1,525
-44%
减持
FLTR
VANECK IG FLOATING RATE ETF
-$313.6K
159,879
-7%
减持
ORCL
ORACLE CORP COM
+$280.6K
3,785
-3%
减持
DLR
DIGITAL RLTY TR INC COM
-$245.0K
802
-70%
增持
META
META PLATFORMS INC CL A
+$243.6K
1,314
+4%
增持
NKE
NIKE INC CL B
+$220.6K
5,261
+118%
减持
CSCO
CISCO SYS INC COM
+$217.5K
29,597
-1%
减持
AVGO
BROADCOM INC COM
+$210.1K
2,040
-3%
减持
BKNG
BOOKING HOLDINGS INC COM
+$209.4K
181
-1%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$205.9K
13,642
+9%
减持
XBI
SPDR S&P BIOTECH ETF
-$185.2K
595
-79%
减持
CCI
CROWN CASTLE INC COM
-$160.7K
187
-89%
减持
EBAY
EBAY INC. COM
+$144.8K
22,035
-0%
增持
AZO
AUTOZONE INC COM
-$137.7K
2,052
+1%
增持
LLY
ELI LILLY & CO COM
-$136.1K
3,184
+0%
增持
ECL
ECOLAB INC COM
+$128.9K
3,130
+11%
减持
GD
GENERAL DYNAMICS CORP COM
+$128.7K
7,824
-1%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$110.1K
56,269
-1%
增持
FXI
ISHARES CHINA LARGE-CAP ETF
+$106.5K
88,845
+1%
减持
SBUX
STARBUCKS CORP COM
-$101.3K
7,759
-6%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$99.1K
2,623
-46%
减持
VO
VANGUARD MID-CAP ETF
+$90.5K
4,375
-0%
减持
—
MEDTRONIC PLC SHS
-$89.0K
4,194
-17%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$85.0K
4,462
-15%
增持
TSLA
TESLA INC COM
+$83.5K
1,180
+5%
清仓
CLX
CLOROX CO DEL COM
-$82.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$80.6K
5,750
+20%
减持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$77.6K
25,439
-5%
减持
NUMG
NUVEEN ESG MID-CAP GROWTH ETF
+$73.6K
16,775
-3%
减持
LMT
LOCKHEED MARTIN CORP COM
+$68.8K
4,669
-0%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$67.4K
8,181
+2%
减持
FDX
FEDEX CORP COM
-$64.3K
26
-91%
建仓
IBHG
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF
+$62.0K
2,750
减持
LEA
LEAR CORP COM NEW
-$61.0K
355
-67%
清仓
VDE
VANGUARD ENERGY ETF
-$59.8K
0
-100%
减持
DIS
DISNEY WALT CO COM
+$57.4K
2,639
-3%
减持
GIS
GENERAL MLS INC COM
-$42.1K
5,094
-0%
减持
—
KELLANOVA COM
-$39.1K
8,065
-2%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$39.1K
16,135
-2%
减持
PFE
PFIZER INC COM
-$37.8K
7,481
-13%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$34.9K
1,523
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$34.0K
742
-0%
减持
FISV
FISERV INC COM
-$33.6K
220
-32%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$30.7K
266
+286%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$28.0K
15,874
-1%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$25.4K
161
-1%
清仓
—
DESPEGAR COM CORP ORD SHS
-$25.4K
0
-100%
清仓
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$24.6K
0
-100%
减持
—
AON PLC SHS CL A
-$24.3K
546
-1%
减持
TGT
TARGET CORP COM
-$24.0K
1,017
-15%
减持
MCD
MCDONALDS CORP COM
-$23.5K
933
-1%
减持
PYPL
PAYPAL HLDGS INC COM
+$22.4K
2,806
-2%
减持
WEN
WENDYS CO COM
-$21.7K
1,214
-50%
清仓
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$21.0K
0
-100%
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$19.4K
800
增持
COF
CAPITAL ONE FINL CORP COM
+$18.8K
89
+8800%
清仓
BRBR
BELLRING BRANDS INC COMMON STOCK
-$17.9K
0
-100%
增持
GKOS
GLAUKOS CORP COM
+$17.5K
2,568
+2%
增持
USB
US BANCORP DEL COM NEW
+$16.7K
5,396
+0%
建仓
—
MICROCHIP TECHNOLOGY INC. DEP SHS REPSTG
+$16.7K
250
减持
CVX
CHEVRON CORP NEW COM
-$15.9K
508
-4%
清仓
—
DISCOVER FINL SVCS COM
-$15.0K
0
-100%
减持
—
NVENT ELECTRIC PLC SHS
+$14.7K
722
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$14.5K
245
-1%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$14.5K
3,144
-16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$14.2K
188
-62%
减持
AMAT
APPLIED MATLS INC COM
+$13.6K
367
-1%
增持
BBY
BEST BUY INC COM
-$13.2K
2,062
+0%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$12.6K
30
+500%
减持
TXN
TEXAS INSTRS INC COM
+$12.3K
500
-2%
减持
LULU
LULULEMON ATHLETICA INC COM
-$12.2K
118
-17%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$11.9K
231
-36%
减持
ITGR
INTEGER HLDGS CORP COM
+$11.7K
3,166
-1%
清仓
HCAT
HEALTH CATALYST INC COM
-$11.6K
0
-100%
减持
HON
HONEYWELL INTL INC COM
+$11.4K
792
-3%
清仓
BWB
BRIDGEWATER BANCSHARES INC COM
-$11.4K
0
-100%
增持
UMBF
UMB FINL CORP COM
+$11.2K
2,329
+1%
增持
UNP
UNION PAC CORP COM
-$10.9K
2,616
+1%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$10.5K
731
-1%
减持
VGM
INVESCO TR INVT GRADE MUNS COM
-$10.3K
7,047
-9%
减持
BC
BRUNSWICK CORP COM
-$10.1K
51
-79%
减持
PEP
PEPSICO INC COM
-$10.1K
296
-10%
减持
—
CHECK POINT SOFTWARE TECH LTD ORD
-$9.9K
80
-34%
清仓
VTV
VANGUARD VALUE ETF
-$9.8K
0
-100%
减持
OUSA
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF
-$9.3K
1,793
-10%
减持
GOOG
ALPHABET INC CAP STK CL C
+$9.3K
3,317
-11%
减持
ADI
ANALOG DEVICES INC COM
+$9.0K
321
-4%
减持
XMQTX
BLACKROCK MUNIYIELD QUALITY FD COM
-$9.0K
6,699
-9%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$9.0K
109
+110%
建仓
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$9.0K
400
增持
GEV
GE VERNOVA INC COM
+$8.8K
19
+375%
减持
CAT
CATERPILLAR INC COM
+$8.8K
162
-1%
建仓
NUE
NUCOR CORP COM
+$7.8K
60
清仓
O
REALTY INCOME CORP COM
-$7.7K
0
-100%
减持
SPSC
SPS COMM INC COM
-$7.6K
722
-10%
清仓
NOV
NOV INC COM
-$7.6K
0
-100%
增持
F
FORD MTR CO COM
+$7.4K
808
+508%
清仓
HLT
HILTON WORLDWIDE HLDGS INC COM
-$7.3K
0
-100%
增持
ED
CONSOLIDATED EDISON INC COM
+$7.3K
156
+105%
清仓
TIP
ISHARES TIPS BOND ETF
-$7.0K
0
-100%
