小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 76
减持 54
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$8.6M
79,846
+11%
减持
AAPL
APPLE INC COM
+$3.6M
74,434
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$3.5M
32,182
+106%
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
ORCL
ORACLE CORP COM
+$3.5M
15,291
+304%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.4M
50,495
+1%
增持
AVGO
BROADCOM INC COM
+$3.2M
11,459
+462%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$3.2M
69,279
+0%
增持
META
META PLATFORMS INC CL A
+$2.7M
4,984
+279%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.5M
71,584
+99%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.4M
157,391
+20%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$2.2M
211,618
+18%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$2.1M
874,234
+3%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$2.1M
411,436
+6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.0M
35,173
+1241%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.4M
94,343
-5%
增持
AZO
AUTOZONE INC COM
+$1.2M
2,064
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$958.5K
47,125
+1%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$955.9K
317,498
-1%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$954.4K
65,006
-12%
增持
JPM
JPMORGAN CHASE & CO. COM
+$908.5K
28,664
+2%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$721.4K
114,851
+6%
增持
RTX
RTX CORPORATION COM
+$684.4K
26,739
+3%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$684.1K
20,254
+6%
增持
UBER
UBER TECHNOLOGIES INC COM
+$671.0K
44,403
+13%
增持
FXI
ISHARES CHINA LARGE-CAP ETF
+$637.7K
94,887
+7%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$636.5K
92,876
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$629.3K
6,577
+29%
增持
IBHF
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
+$603.2K
174,928
+16%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$579.8K
111,290
+5%
增持
IBIC
ISHARES IBONDS OCT 2026 TERM TIPS ETF
+$572.5K
143,361
+18%
增持
DDLS
WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND
+$569.5K
124,552
+6%
增持
MSFT
MICROSOFT CORP COM
+$534.8K
22,016
+1%
增持
—
ISHARES TR IBONDS OCT 2025
+$518.1K
192,178
+12%
增持
IBID
ISHARES IBONDS OCT 2027 TERM TIPS ETF
+$460.2K
51,679
+51%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$455.8K
9,703
-0%
增持
WMT
WALMART INC COM
+$437.8K
64,452
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$414.1K
7,906
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$380.2K
17,482
+1%
清仓
ANIP
ANI PHARMACEUTICALS INC COM
-$378.6K
0
-100%
增持
GLD
SPDR GOLD SHARES
+$366.8K
6,015
+4%
减持
EBAY
EBAY INC. COM
+$347.0K
21,855
-1%
减持
ABBV
ABBVIE INC COM
+$317.7K
8,476
-4%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$306.5K
49,013
-13%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$289.2K
94,993
-3%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$287.4K
36,836
+51%
减持
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$280.1K
21,800
-14%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$272.8K
12,214
-10%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$255.0K
103,677
+12%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$248.3K
27,277
-10%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$224.7K
5,543
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$224.3K
3,337
+1%
减持
CI
THE CIGNA GROUP COM
-$220.2K
4,296
-3%
增持
TSLA
TESLA INC COM
+$201.1K
1,295
+10%
减持
FLTR
VANECK IG FLOATING RATE ETF
-$197.5K
151,719
-5%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$196.6K
41,416
-10%
增持
AMZN
AMAZON COM INC COM
+$190.2K
44,887
+2%
建仓
CPNG
COUPANG INC CL A
+$165.9K
5,152
增持
NFLX
NETFLIX INC COM
+$164.7K
2,388
+19%
减持
SBUX
STARBUCKS CORP COM
-$137.2K
6,782
-13%
减持
LMT
LOCKHEED MARTIN CORP COM
+$128.6K
4,589
-2%
增持
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
+$117.6K
30,486
+20%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$112.6K
104,430
-2%
减持
SCHP
SCHWAB US TIPS ETF
-$106.6K
50,221
-8%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$102.1K
8,894
+9%
增持
ECL
ECOLAB INC COM
+$96.5K
3,432
+10%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$86.5K
1,706
+2175%
减持
LLY
ELI LILLY & CO COM
-$77.9K
3,151
-1%
增持
JD
JD.COM INC SPON ADS CL A
+$76.2K
2,190
+19809%
减持
BKNG
BOOKING HOLDINGS INC COM
-$76.0K
180
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$72.0K
5,125
-11%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$69.4K
3,483
+771%
增持
UMBF
UMB FINL CORP COM
+$67.8K
2,642
+13%
减持
CRM
SALESFORCE INC COM
-$67.5K
1,470
-4%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$63.1K
15,596
-2%
增持
ITGR
INTEGER HLDGS CORP COM
-$60.6K
3,181
+0%
减持
WSM
WILLIAMS SONOMA INC COM
+$59.9K
1,871
-0%
减持
GKOS
GLAUKOS CORP COM
-$56.5K
2,560
-0%
减持
CSCO
CISCO SYS INC COM
-$54.8K
29,211
-1%
减持
DIS
DISNEY WALT CO COM
-$52.9K
2,396
-9%
增持
SAP
SAP SE SPON ADR
-$45.8K
1,687
+3%
清仓
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$45.0K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC COM
+$44.3K
3,764
+0%
建仓
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$44.2K
777
增持
—
MEDTRONIC PLC SHS
+$43.7K
4,297
+2%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$42.5K
31
-96%
减持
VO
VANGUARD MID-CAP ETF
+$41.8K
4,310
-1%
减持
DLR
DIGITAL RLTY TR INC COM
-$39.9K
578
-28%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$37.9K
2,360
+195%
减持
USB
US BANCORP DEL COM NEW
-$37.7K
4,272
-21%
减持
VGM
INVESCO TR INVT GRADE MUNS COM
-$37.0K
2,954
-58%
减持
XMQTX
BLACKROCK MUNIYIELD QUALITY FD COM
-$36.4K
2,809
-58%
增持
XEL
XCEL ENERGY INC COM
+$34.0K
2,696
+0%
清仓
KLG
WK KELLOGG CO COM SHS
-$32.9K
0
-100%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$30.4K
4,389
+40%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$30.1K
451
+22450%
增持
BX
BLACKSTONE INC COM
+$29.5K
593
+24%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$29.3K
1,311
建仓
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$28.6K
1,176
建仓
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$27.9K
1,093
减持
LULU
LULULEMON ATHLETICA INC COM
-$27.9K
1
-99%
建仓
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$27.8K
1,105
建仓
SOLZ
SOLANA ETF
+$24.6K
1,110
增持
GS
GOLDMAN SACHS GROUP INC COM
+$23.8K
173
+7%
增持
COST
COSTCO WHSL CORP NEW COM
-$23.4K
487
+2%
增持
TJX
TJX COS INC NEW COM
+$22.9K
667
+12%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$22.9K
4,252
-5%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$21.4K
283
-39%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
+$21.3K
410
减持
INTC
INTEL CORP COM
+$20.6K
1,864
-1%
建仓
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$20.4K
255
减持
SPSC
SPS COMM INC COM
-$20.1K
716
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$19.9K
415
+1%
减持
GLW
CORNING INC COM
+$19.8K
691
-1%
减持
HD
HOME DEPOT INC COM
+$18.8K
848
-4%
增持
PYPL
PAYPAL HLDGS INC COM
-$18.5K
2,834
+1%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$18.2K
727
-1%
减持
—
NVENT ELECTRIC PLC SHS
+$18.1K
720
-0%
建仓
IBHH
ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF
+$18.1K
759
增持
IBHG
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF
+$17.9K
3,551
+29%
增持
HON
HONEYWELL INTL INC COM
-$17.3K
794
+0%
建仓
CG
CARLYLE GROUP INC COM
+$16.2K
258
增持
CAT
CATERPILLAR INC COM
+$15.4K
164
+1%
减持
KVUE
KENVUE INC COM
-$15.2K
2,473
-7%
减持
LOW
LOWES COS INC COM
+$15.2K
675
-3%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$15.0K
326
+23%
建仓
TALO
TALOS ENERGY INC COM
+$14.8K
1,548
清仓
WEN
WENDYS CO COM
-$13.9K
0
-100%
减持
LEA
LEAR CORP COM NEW
-$13.2K
204
-43%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$12.4K
1,609
+0%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$12.3K
52,920
-8%
增持
TXN
TEXAS INSTRS INC COM
-$11.6K
502
+0%
增持
MCD
MCDONALDS CORP COM
+$11.5K
935
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$11.2K
1,495
-2%
减持
SPGP
INVESCO S&P 500 GARP ETF
-$11.0K
4,639
-7%
建仓
DHI
D R HORTON INC COM
+$10.8K
64
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$10.8K
480
+29%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$10.7K
550
+57%
增持
JEF
JEFFERIES FINL GROUP INC COM
+$10.6K
807
+5%
减持
EMR
EMERSON ELEC CO COM
-$10.2K
26
-75%
减持
OXY
OCCIDENTAL PETE CORP COM
-$10.2K
7
-97%
增持
SONY
SONY GROUP CORP SPONSORED ADR
+$10.0K
1,079
+33%
建仓
—
FERRARI N V COM
+$9.7K
20
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$9.7K
98
+42%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$9.6K
741
-0%
减持
EVRG
EVERGY INC COM
-$9.6K
2
-99%
增持
RY
ROYAL BK CDA COM
+$9.5K
69
+1280%
增持
BIIB
BIOGEN INC COM
+$9.5K
99
+183%
建仓
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$9.3K
365
减持
TSN
TYSON FOODS INC CL A
-$9.2K
293
-35%
建仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$9.1K
174
