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High Net Worth Advisory Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
High Net Worth Advisory Group LLC
报告期 2026-03-31 · CIK 0001919142
持仓数
244
前50大市值合计
$296.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 8
增持 57
减持 74
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
HYMB
SPDR SER TR
+$4.4M
97,790
+1101%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
87,901
+79%
增持
SHYD
VANECK ETF TRUST
+$2.2M
102,018
+5003%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
63,698
+5%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
43,705
+4%
增持
ABBV
ABBVIE INC
+$1.2M
44,203
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
43,633
+180%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
73,389
+2%
减持
AMZN
AMAZON COM INC
-$991.0K
20,190
-15%
增持
LMT
LOCKHEED MARTIN CORP
+$885.6K
2,248
+317%
减持
AAPL
APPLE INC
-$861.2K
62,648
-4%
增持
AGG
ISHARES TR
+$855.7K
97,203
+9%
增持
NOC
NORTHROP GRUMMAN CORP
+$839.7K
1,880
+376%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$823.7K
17,795
增持
TSLA
TESLA INC
-$813.5K
5,979
+2%
减持
ISTB
ISHARES TR
-$810.9K
31,074
-36%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$698.6K
182,938
+58%
减持
HUBS
HUBSPOT INC
-$667.7K
6,780
-30%
减持
USMV
ISHARES TR
+$587.7K
102,243
-0%
减持
AMGN
AMGEN INC
+$579.1K
15,767
-0%
减持
GOOGL
ALPHABET INC
-$576.0K
12,286
-29%
增持
EFA
ISHARES TR
+$566.2K
12,297
+186%
减持
META
META PLATFORMS INC
-$562.4K
4,351
-46%
增持
SCHD
SCHWAB STRATEGIC TR
+$548.0K
59,836
+0%
增持
SO
SOUTHERN CO
+$536.8K
18,020
+63%
建仓
MGK
VANGUARD WORLD FD
+$516.2K
3,000
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$508.7K
2,000
-92%
减持
—
EXXON MOBIL CORP
+$505.9K
24,460
-3%
增持
NEE
NEXTERA ENERGY INC
+$502.1K
11,221
+102%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$495.8K
41,496
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$492.8K
2,547
+132%
减持
VZ
VERIZON COMMUNICATIONS INC
-$490.7K
26,302
-35%
清仓
MMIN
INDEXIQ ACTIVE ETF TR
-$460.0K
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$422.0K
1,566
-48%
减持
JPM
JPMORGAN CHASE & CO
+$390.4K
15,551
-4%
减持
PEP
PEPSICO INC
+$376.2K
31,430
-3%
增持
SJNK
SPDR SER TR
+$373.6K
36,000
+71%
减持
GOOG
ALPHABET INC
-$373.0K
10,910
-22%
增持
IJS
ISHARES TR
+$367.5K
8,000
+82%
增持
JNJ
JOHNSON & JOHNSON
+$367.3K
11,601
+13%
增持
USB
US BANCORP DEL
+$367.1K
10,619
+344%
减持
ANGL
VANECK ETF TRUST
-$363.4K
14,716
-49%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$345.1K
15,000
增持
COWZ
PACER FDS TR
+$343.6K
29,549
+19%
减持
—
ETF SER SOLUTIONS
-$330.0K
15,623
-51%
减持
CVX
CHEVRON CORP NEW
+$321.2K
9,640
-2%
清仓
SCHY
SCHWAB STRATEGIC TR
-$320.0K
0
-100%
减持
HD
HOME DEPOT INC
+$301.3K
8,603
-2%
减持
IEFA
ISHARES TR
+$294.4K
69,037
-8%
减持
CAT
CATERPILLAR INC
+$292.0K
4,212
-4%
减持
MRK
MERCK & CO INC
+$291.2K
16,027
-7%
减持
IJH
ISHARES TR
-$287.4K
8,953
-20%
增持
GLD
SPDR GOLD TR
+$283.2K
7,476
+17%
减持
VOT
VANGUARD INDEX FDS
-$276.2K
700
-70%
清仓
CCI
CROWN CASTLE INC
-$275.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$268.4K
5,236
+3%
减持
D
DOMINION ENERGY INC
-$258.5K
6,385
-32%
增持
HDV
ISHARES TR
+$257.8K
19,079
+1%
减持
DVY
ISHARES TR
+$257.5K
22,401
-2%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$257.0K
131,787
+30%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$251.0K
35,477
+2%
减持
PFE
PFIZER INC
+$238.1K
40,791
-4%
减持
EFAV
ISHARES TR
-$235.0K
4,671
-50%
增持
RYLD
GLOBAL X FDS
+$230.4K
53,558
+27%
增持
BNY
BANK NEW YORK MELLON CORP
+$222.3K
5,300
+960%
减持
VTWG
VANGUARD SCOTTSDALE FDS
-$221.4K
800
-65%
减持
VTEB
VANGUARD MUN BD FDS
-$218.8K
15,160
-25%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$217.0K
0
-100%
增持
IDU
ISHARES TR
+$196.9K
6,400
+45%
增持
AEP
AMERICAN ELEC PWR CO INC
+$196.6K
4,261
+77%
减持
DOW
DOW INC
-$195.4K
4,517
-53%
减持
BA
BOEING CO
+$194.6K
3,200
-7%
减持
IWC
ISHARES TR
-$189.3K
3,883
-34%
增持
XLE
SELECT SECTOR SPDR TR
+$189.0K
11,055
+2%
建仓
IMCG
ISHARES TR
+$188.6K
3,500
清仓
FDX
FEDEX CORP
-$186.0K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$184.8K
1,170
-37%
减持
VIGI
VANGUARD WHITEHALL FDS
+$174.3K
35,319
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$173.0K
5,541
+2%
减持
ALB
ALBEMARLE CORP
-$165.6K
735
-40%
减持
—
KELLOGG CO
-$162.3K
11,015
-19%
减持
KOMP
SPDR SER TR
-$162.2K
3,469
-55%
增持
WM
WASTE MGMT INC DEL
+$157.2K
5,152
+27%
增持
BND
VANGUARD BD INDEX FDS
+$154.5K
3,056
+233%
增持
VHT
VANGUARD WORLD FDS
+$145.0K
5,926
+0%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$144.6K
50,806
+17%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$141.7K
1,871
清仓
—
LYONDELLBASELL INDUSTRIES N
-$136.0K
0
-100%
减持
IJR
ISHARES TR
-$133.8K
16,359
-15%
减持
FMB
FIRST TR EXCH TRADED FD III
-$132.5K
18,309
-15%
增持
WY
WEYERHAEUSER CO MTN BE
+$131.4K
10,562
+54%
减持
VYMI
VANGUARD WHITEHALL FDS
-$130.6K
26,312
-19%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$129.5K
7,328
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$129.3K
9,499
+1%
减持
SBUX
STARBUCKS CORP
-$125.5K
2,727
-42%
减持
PH
PARKER-HANNIFIN CORP
+$123.0K
3,024
-3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$123.0K
1,586
减持
VO
VANGUARD INDEX FDS
+$118.2K
8,401
-1%
增持
GILD
GILEAD SCIENCES INC
+$113.1K
4,357
+3%
减持
FDVV
FIDELITY COVINGTON TRUST
-$109.2K
12,916
-28%
减持
—
ASTRAZENECA PLC
-$108.9K
1,314
-64%
增持
IVE
ISHARES TR
+$105.7K
2,500
+25%
减持
UNP
UNION PAC CORP
-$105.5K
3,088
-19%
减持
GIS
GENERAL MLS INC
-$105.0K
6,965
-23%
清仓
MINT
PIMCO ETF TR
-$99.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$98.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$93.5K
2,489
+749%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$92.3K
1,441
+8%
增持
SPYD
SPDR SER TR
+$89.4K
20,930
+0%
增持
—
EATON CORP PLC
+$89.3K
2,092
+17%
增持
IYF
ISHARES TR
+$87.7K
2,500
+67%
建仓
FALN
ISHARES TR
+$86.1K
3,500
减持
AMD
ADVANCED MICRO DEVICES INC
-$85.3K
736
-65%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.1K
4,032
-1%
减持
NVO
NOVO-NORDISK A S
+$82.9K
4,691
-15%
减持
HLN
HALEON PLC
-$82.0K
125
-99%
减持
IEMG
ISHARES INC
+$81.0K
32,355
-3%
减持
FLRN
SPDR SER TR
-$80.8K
600
-82%
增持
MGV
VANGUARD WORLD FD
+$78.6K
6,102
+0%
增持
—
ARCELLX INC
+$76.9K
4,000
+60%
减持
DUK
DUKE ENERGY CORP NEW
+$76.6K
8,152
-1%
减持
CAH
CARDINAL HEALTH INC
-$74.8K
4,400
-29%
减持
MSFT
MICROSOFT CORP
-$74.1K
12,434
-5%
清仓
TRP
TC ENERGY CORP
-$74.0K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$73.3K
300
减持
ABNB
AIRBNB INC
-$73.3K
406
-60%
清仓
—
CITRIX SYS INC
-$73.0K
0
-100%
减持
BAC
BANK AMERICA CORP
-$71.0K
22,162
-17%
增持
NUVL
NUVALENT INC
+$70.3K
3,000
+200%
减持
FATE
FATE THERAPEUTICS INC
-$67.9K
1,000
-71%
减持
CSCO
CISCO SYS INC
+$67.2K
13,984
-7%
减持
CMCSA
COMCAST CORP NEW
-$67.1K
4,601
-41%
增持
GCOW
PACER FDS TR
+$65.6K
2,538
+339%
减持
DE
DEERE & CO
+$65.1K
770
-3%
增持
CRM
SALESFORCE INC
+$64.5K
5,555
+19%
增持
ITW
ILLINOIS TOOL WKS INC
+$63.2K
1,108
+11%
增持
—
MIRATI THERAPEUTICS INC
-$63.0K
4,700
+19%
清仓
EBS
EMERGENT BIOSOLUTIONS INC
-$63.0K
0
-100%
减持
IR
INGERSOLL RAND INC
-$62.9K
882
-65%
减持
TLT
ISHARES TR
-$62.4K
167
-78%
减持
WBD
WARNER BROS DISCOVERY INC
-$61.1K
1,046
-83%
减持
TGT
TARGET CORP
-$60.4K
2,829
-13%
减持
LNG
CHENIERE ENERGY INC
-$59.4K
2,685
-4%
减持
GPC
GENUINE PARTS CO
-$58.3K
50
-89%
增持
VIS
VANGUARD WORLD FDS
+$56.2K
2,202
+0%
减持
BAX
BAXTER INTL INC
-$55.6K
4,639
-15%
减持
—
TRANE TECHNOLOGIES PLC
-$55.4K
2,300
-25%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$54.9K
3,000
+50%
减持
EEMV
ISHARES INC
-$53.5K
6,701
-17%
减持
NVDA
NVIDIA CORPORATION
-$53.3K
11,172
-20%
