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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 82
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR IBONDS OCT 2025
-$4.9M
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.6M
50,868
+1%
减持
ORCL
ORACLE CORP COM
-$2.5M
9,236
-40%
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
IVV
ISHARES CORE S&P 500 ETF
+$2.5M
81,668
+2%
清仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$2.4M
0
-100%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.4M
183,952
+17%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$2.2M
226,594
+7%
增持
AZO
AUTOZONE INC COM
-$1.8M
2,082
+1%
增持
AAPL
APPLE INC COM
+$1.5M
75,230
+1%
增持
—
EXXON MOBIL CORP COM
+$1.4M
12,127
+6351%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.4M
55,500
+58%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$1.3M
424,304
+3%
增持
NVDA
NVIDIA CORPORATION COM
+$1.3M
38,947
+21%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.1M
898,247
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.0M
73,141
+2%
增持
LLY
ELI LILLY & CO COM
+$1.0M
3,173
+1%
减持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$813.1K
63,695
-2%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$794.2K
123,228
+7%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$731.3K
96,332
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$726.3K
67,013
-3%
增持
MSFT
MICROSOFT CORP COM
-$725.3K
22,079
+0%
清仓
—
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
-$707.9K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
-$647.2K
45,318
+2%
清仓
—
KELLANOVA COM
-$636.9K
0
-100%
增持
AMZN
AMAZON COM INC COM
+$616.5K
45,370
+1%
增持
NFLX
NETFLIX INC. COM
-$605.5K
24,078
+908%
增持
WMT
WALMART INC COM
+$596.3K
64,974
+1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$596.2K
120,952
+9%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$542.1K
316,154
-0%
增持
RTX
RTX CORPORATION COM
+$487.0K
27,052
+1%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$403.3K
19,010
+706%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$392.2K
17,331
+1374%
增持
AVGO
BROADCOM INC COM
+$360.7K
11,965
+4%
增持
VB
VANGUARD SMALL-CAP ETF
+$345.3K
47,793
+1%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$345.3K
14,661
+1241%
增持
GLD
SPDR GOLD SHARES
+$331.7K
6,232
+4%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$320.2K
4,828
-13%
增持
DDLS
WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND
+$310.3K
128,759
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$292.5K
3,522
+6%
减持
JNJ
JOHNSON & JOHNSON COM
-$269.4K
3,290
-36%
增持
JPM
JPMORGAN CHASE & CO. COM
+$267.6K
28,890
+1%
增持
CSCO
CISCO SYS INC COM
+$263.8K
29,370
+1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$263.4K
20,831
+3%
增持
META
META PLATFORMS INC CL A
-$255.4K
5,158
+3%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$240.4K
12,061
+820%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$227.4K
186,281
+97%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$220.8K
13,318
+282%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$215.4K
46,371
+26%
减持
TRV
TRAVELERS COMPANIES INC COM
-$209.3K
2,902
-23%
减持
CPNG
COUPANG INC CL A
-$165.5K
15
-100%
增持
IBHG
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF
+$159.3K
10,713
+202%
增持
FXI
ISHARES CHINA LARGE-CAP ETF
-$140.4K
98,284
+4%
增持
IBHH
ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF
+$124.9K
6,042
+696%
减持
GIS
GENERAL MLS INC COM
-$108.8K
3,257
-37%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$107.7K
9,658
-0%
建仓
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$104.6K
4,470
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$98.6K
7,551
+86%
增持
GD
GENERAL DYNAMICS CORP COM
+$95.1K
8,290
+5%
减持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
-$92.0K
52,430
-1%
减持
—
MEDTRONIC PLC SHS
-$91.4K
3,309
-23%
建仓
VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF
+$91.2K
477
建仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$86.3K
1,800
增持
IBHF
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
+$83.7K
180,904
+3%
增持
EBAY
EBAY INC. COM
-$83.1K
21,867
+0%
建仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$82.4K
1,822
减持
GKOS
GLAUKOS CORP COM
+$79.9K
2,557
-0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$79.4K
4,572
-0%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$79.2K
1,317
建仓
JPIE
JPMORGAN INCOME ETF
+$77.3K
1,669
增持
ITGR
INTEGER HLDGS CORP COM
-$77.0K
3,209
+1%
建仓
GARP
ISHARES MSCI USA QUALITY GARP ETF
+$76.7K
1,126
清仓
JD
JD.COM INC SPON ADS CL A
-$76.6K
0
-100%
减持
CI
THE CIGNA GROUP COM
-$73.8K
4,231
-2%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$70.8K
94,983
-0%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$70.5K
104,023
-0%
清仓
FSK
FS KKR CAP CORP COM
-$67.8K
0
-100%
建仓
IBHI
ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF
+$64.6K
2,735
减持
ABBV
ABBVIE INC COM
-$64.5K
8,307
-2%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-$64.4K
81,318
+96%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$61.6K
6,749
+3%
建仓
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$61.2K
2,790
增持
CRM
SALESFORCE INC COM
+$58.2K
1,535
+4%
减持
PG
PROCTER & GAMBLE CO COM
-$55.3K
947
-24%
减持
IBIC
ISHARES IBONDS OCT 2026 TERM TIPS ETF
-$55.0K
143,338
-0%
增持
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
-$50.0K
41,977
+93%
减持
FLTR
VANECK IG FLOATING RATE ETF
-$49.3K
150,320
-1%
建仓
FHEQ
FIDELITY HEDGED EQUITY ETF
+$46.2K
1,494
增持
TSLA
TESLA INC COM
+$45.6K
1,382
+7%
减持
OTTR
OTTER TAIL CORP COM
-$42.7K
677
-43%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$41.6K
9,204
+3%
建仓
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$41.3K
622
减持
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
-$40.9K
26,858
-2%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$37.4K
12,114
-1%
增持
CAT
CATERPILLAR INC COM
+$35.7K
199
+21%
增持
ECL
ECOLAB INC COM
-$34.2K
3,450
+1%
减持
—
PENTAIR PLC SHS
-$34.0K
4,885
-0%
建仓
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$33.7K
1,068
增持
AMAT
APPLIED MATLS INC COM
+$33.0K
423
+14%
建仓
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$32.8K
456
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$31.8K
830
增持
AMGN
AMGEN INC COM
+$30.8K
508
+6%
减持
NUMG
NUVEEN ESG MID-CAP GROWTH ETF
-$30.4K
16,297
-2%
减持
SCHP
SCHWAB US TIPS ETF
-$29.5K
49,981
-0%
减持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
-$28.6K
15,366
-1%
清仓
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
-$27.8K
0
-100%
增持
USB
US BANCORP DEL COM NEW
+$27.2K
4,379
+3%
增持
AXP
AMERICAN EXPRESS CO COM
+$27.1K
382
+11%
增持
NKE
NIKE INC CL B
-$26.7K
5,344
+2%
建仓
IBHJ
ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF
+$25.0K
940
建仓
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$24.9K
1,130
减持
IBID
ISHARES IBONDS OCT 2027 TERM TIPS ETF
-$24.7K
51,656
-0%
减持
PYPL
PAYPAL HLDGS INC COM
-$24.7K
2,832
-0%
减持
SOLZ
SOLANA ETF
-$24.4K
10
-99%
增持
BBY
BEST BUY INC COM
+$23.9K
2,687
+30%
减持
VO
VANGUARD MID-CAP ETF
-$23.9K
4,280
-1%
减持
XEL
XCEL ENERGY INC COM
-$23.8K
2,621
-3%
减持
PFE
PFIZER INC COM
-$23.2K
6,524
-10%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$22.9K
353
+8%
增持
MA
MASTERCARD INCORPORATED CL A
+$22.4K
402
+10%
减持
QCOM
QUALCOMM INC COM
-$22.1K
85
-61%
减持
HON
HONEYWELL INTL INC COM
-$21.4K
747
-6%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$21.2K
1,621
+1%
增持
BAC
BANK AMERICA CORP COM
+$20.4K
1,295
+31%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$20.2K
774
+4%
建仓
—
DEFINIUM THERAPEUTICS INC COM SHS
+$20.1K
1,500
减持
POST
POST HLDGS INC COM
-$19.8K
338
-32%
增持
KMI
KINDER MORGAN INC DEL COM
+$19.5K
873
+453%
减持
BA
BOEING CO COM
-$18.8K
299
-23%
减持
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
-$18.6K
100
-76%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$18.5K
69
+50%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$18.4K
46
+171%
增持
C
CITIGROUP INC COM NEW
+$18.3K
270
+108%
增持
DHR
DANAHER CORPORATION COM
+$18.3K
292
+19%
增持
ADBE
ADOBE INC COM
+$16.7K
215
+30%
增持
MCD
MCDONALDS CORP COM
+$16.6K
984
+5%
增持
MU
MICRON TECHNOLOGY INC COM
+$15.8K
86
+65%
增持
MRK
MERCK & CO INC COM
+$15.4K
294
+59%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$15.3K
140
+115%
增持
COF
CAPITAL ONE FINL CORP COM
+$14.8K
155
+45%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$14.6K
436
+5%
增持
MS
MORGAN STANLEY COM NEW
+$14.6K
187
+60%
增持
—
LINDE PLC SHS
+$14.5K
73
+109%
减持
—
EATON CORP PLC SHS
-$14.4K
37
-47%
增持
CMI
CUMMINS INC COM
+$14.4K
120
+8%
增持
APP
APPLOVIN CORP COM CL A
+$14.1K
23
+1050%
减持
DLR
DIGITAL RLTY TR INC COM
-$13.8K
557
-4%
减持
TXN
TEXAS INSTRS INC COM
-$13.5K
454
-10%
减持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$13.2K
555
-29%
增持
PEP
PEPSICO INC COM
+$13.1K
387
+28%
减持
ACM
AECOM COM
-$13.0K
55
-61%
