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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 70
减持 60
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.7M
11,324
+3%
减持
AAPL
APPLE INC
+$1.7M
62,033
-1%
减持
ABBV
ABBVIE INC
-$1.1M
44,067
-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。
增持
MSFT
MICROSOFT CORP
+$787.8K
12,117
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$775.8K
108,049
+13%
清仓
CRM
SALESFORCE INC
-$773.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$635.6K
30,219
+27%
减持
LLY
LILLY ELI & CO
+$614.4K
5,159
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$600.8K
64,909
+1%
减持
VOO
VANGUARD INDEX FDS
+$548.5K
41,119
-5%
减持
AMZN
AMAZON COM INC
+$470.9K
21,574
-5%
增持
RYLD
GLOBAL X FDS
+$461.4K
90,949
+38%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$445.1K
56,279
+11%
减持
USMV
ISHARES TR
-$435.0K
92,678
-8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$399.0K
35,364
+19%
减持
TSLA
TESLA INC
+$378.9K
7,381
-1%
清仓
D
DOMINION ENERGY INC
-$357.0K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$348.8K
4,615
增持
VIGI
VANGUARD WHITEHALL FDS
+$342.9K
41,432
+10%
减持
IJH
ISHARES TR
-$336.9K
7,078
-19%
建仓
NOC
NORTHROP GRUMMAN CORP
+$332.3K
729
减持
AMGN
AMGEN INC
-$326.1K
15,660
-0%
减持
IEFA
ISHARES TR
-$302.5K
59,163
-8%
减持
ISTB
ISHARES TR
-$284.2K
16,832
-26%
减持
KO
COCA COLA CO
-$282.7K
20,485
-16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$269.2K
19,441
-11%
建仓
SHY
ISHARES TR
+$267.1K
3,294
增持
JPM
JPMORGAN CHASE & CO
+$265.6K
15,074
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$259.7K
5,891
+46%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$257.1K
44,038
+6%
建仓
ORCL
ORACLE CORP
+$252.8K
2,123
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$242.0K
3,061
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$240.3K
10,800
增持
MRK
MERCK & CO INC
+$237.5K
16,366
+5%
清仓
BMEA
BIOMEA FUSION INC
-$232.6K
0
-100%
建仓
IJK
ISHARES TR
+$231.0K
3,080
减持
ABT
ABBOTT LABS
+$229.7K
38,487
-2%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$229.0K
7,354
+68%
建仓
SPSB
SPDR SER TR
+$224.8K
7,637
清仓
TFC
TRUIST FINL CORP
-$222.2K
0
-100%
建仓
IWF
ISHARES TR
+$220.7K
802
减持
VUG
VANGUARD INDEX FDS
+$220.3K
7,711
-2%
建仓
BAX
BAXTER INTL INC
+$217.7K
4,778
清仓
IBB
ISHARES TR
-$216.3K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$214.3K
1,881
清仓
ROP
ROPER TECHNOLOGIES INC
-$211.1K
0
-100%
建仓
EMHY
ISHARES INC
+$210.8K
6,000
建仓
IAT
ISHARES TR
+$203.1K
6,000
增持
HD
HOME DEPOT INC
+$198.5K
8,435
+3%
减持
MCD
MCDONALDS CORP
-$195.2K
1,630
-33%
增持
SPY
SPDR S&P 500 ETF TR
+$195.0K
5,658
+0%
减持
GIS
GENERAL MLS INC
-$191.1K
4,581
-28%
增持
FDVV
FIDELITY COVINGTON TRUST
+$188.6K
17,129
+33%
减持
GOOG
ALPHABET INC
+$178.8K
10,600
-0%
增持
COST
COSTCO WHSL CORP NEW
+$178.1K
3,118
+3%
增持
PH
PARKER-HANNIFIN CORP
+$174.1K
2,855
+2%
增持
WMB
WILLIAMS COS INC
+$154.2K
16,283
+29%
减持
—
KELLOGG CO
-$149.5K
7,831
-23%
减持
DVY
ISHARES TR
-$148.7K
21,861
-2%
增持
VTI
VANGUARD INDEX FDS
+$146.7K
2,798
+21%
减持
VHT
VANGUARD WORLD FDS
-$138.6K
5,205
-12%
增持
LMT
LOCKHEED MARTIN CORP
+$138.1K
944
+51%
增持
UPS
UNITED PARCEL SERVICE INC
-$131.4K
9,547
+1%
增持
PEP
PEPSICO INC
+$125.8K
30,964
+1%
减持
IJR
ISHARES TR
-$123.6K
14,315
-11%
增持
VTEB
VANGUARD MUN BD FDS
+$120.1K
18,217
+16%
增持
VYM
VANGUARD WHITEHALL FDS
+$115.0K
75,975
+1%
减持
EEMV
ISHARES INC
-$114.2K
4,722
-31%
减持
JNJ
JOHNSON & JOHNSON
+$109.9K
12,548
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$107.1K
7,569
-7%
减持
DE
DEERE & CO
-$105.2K
525
-32%
减持
META
META PLATFORMS INC
+$103.2K
3,750
-18%
减持
SMMV
ISHARES TR
-$99.5K
49,894
-4%
增持
ANGL
VANECK ETF TRUST
+$97.4K
18,356
+25%
增持
TGT
TARGET CORP
+$95.9K
4,279
+51%
减持
VZ
VERIZON COMMUNICATIONS INC
-$95.9K
24,539
-5%
增持
AGG
ISHARES TR
+$95.5K
101,793
+3%
增持
SPYD
SPDR SER TR
+$92.7K
27,929
+13%
增持
HDV
ISHARES TR
+$86.4K
19,923
+5%
减持
WY
WEYERHAEUSER CO MTN BE
-$86.3K
7,462
-33%
清仓
—
LUCID GROUP INC
-$85.2K
0
-100%
增持
CSX
CSX CORP
+$75.9K
17,503
+1%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$73.6K
55,890
+0%
增持
IMCG
ISHARES TR
+$72.8K
4,500
+29%
增持
VXUS
VANGUARD STAR FDS
+$71.9K
6,209
+24%
增持
COWZ
PACER FDS TR
+$70.7K
30,662
+3%
减持
BAC
BANK AMERICA CORP
-$70.6K
21,300
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$69.6K
2,811
+1%
减持
CVS
CVS HEALTH CORP
-$66.7K
4,120
-13%
增持
—
EATON CORP PLC
+$65.3K
2,107
+1%
增持
MA
MASTERCARD INCORPORATED
+$65.0K
1,566
+3%
增持
PFE
PFIZER INC
-$60.8K
40,265
+7%
增持
SO
SOUTHERN CO
+$57.8K
19,032
+4%
减持
GOOGL
ALPHABET INC
+$56.3K
10,866
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$53.4K
11,996
+11%
减持
PG
PROCTER AND GAMBLE CO
-$52.9K
11,875
-5%
减持
USHY
ISHARES TR
-$50.1K
40,050
-3%
减持
WMT
WALMART INC
+$49.7K
6,327
-1%
增持
CVX
CHEVRON CORP NEW
+$45.6K
10,217
+7%
减持
WM
WASTE MGMT INC DEL
+$45.4K
4,686
-0%
增持
TJX
TJX COS INC NEW
+$45.4K
3,571
+9%
减持
HON
HONEYWELL INTL INC
-$45.3K
2,755
-15%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$43.8K
135,589
+3%
增持
VIS
VANGUARD WORLD FDS
+$43.4K
2,251
+2%
减持
VV
VANGUARD INDEX FDS
+$42.6K
4,438
-3%
减持
HYMB
SPDR SER TR
-$42.0K
190,678
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$40.8K
60,831
+2%
减持
IEMG
ISHARES INC
-$40.7K
30,439
-4%
减持
CAH
CARDINAL HEALTH INC
+$40.7K
3,145
-8%
增持
MKC
MCCORMICK & CO INC
+$40.5K
5,616
+4%
减持
IWC
ISHARES TR
-$40.3K
3,248
-14%
增持
—
TRANE TECHNOLOGIES PLC
+$36.5K
2,663
+4%
减持
LOW
LOWES COS INC
+$35.3K
4,066
-8%
增持
BABA
ALIBABA GROUP HLDG LTD
+$34.5K
4,677
+35%
增持
IQV
IQVIA HLDGS INC
+$34.0K
1,169
+2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$33.6K
17,867
-3%
增持
QCOM
QUALCOMM INC
-$31.2K
3,872
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$28.8K
992
+5%
增持
NEE
NEXTERA ENERGY INC
-$28.8K
12,066
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$28.6K
11,684
+5%
减持
F
FORD MTR CO DEL
+$28.2K
13,720
-4%
增持
T
AT&T INC
-$26.6K
15,053
+9%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$25.3K
188,208
+1%
增持
DGRO
ISHARES TR
+$23.6K
15,215
+0%
增持
USB
US BANCORP DEL
-$23.4K
10,975
+3%
增持
GILD
GILEAD SCIENCES INC
-$22.7K
4,261
+1%
减持
NVS
NOVARTIS AG
+$20.2K
2,870
-2%
减持
CAT
CATERPILLAR INC
-$18.4K
3,706
-9%
减持
—
ETF SER SOLUTIONS
+$18.3K
14,411
-3%
减持
SMLV
SPDR SER TR
-$17.0K
2,017
-6%
增持
XSLV
INVESCO EXCH TRADED FD TR II
-$16.6K
6,601
+0%
减持
EXC
EXELON CORP
-$14.8K
5,587
-3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$14.7K
35,500
+0%
减持
DHR
DANAHER CORPORATION
-$14.6K
1,000
-1%
增持
BA
BOEING CO
+$14.4K
3,183
+3%
减持
SBUX
STARBUCKS CORP
-$14.0K
2,725
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$13.5K
1,575
-4%
增持
DIS
DISNEY WALT CO
-$11.1K
5,218
+10%
增持
TXN
TEXAS INSTRS INC
-$10.5K
2,056
+0%
减持
QQQ
INVESCO QQQ TR
-$10.0K
806
-16%
增持
REGN
REGENERON PHARMACEUTICALS
-$9.8K
302
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.7K
2,128
-8%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$8.7K
8,678
-1%
减持
CSCO
CISCO SYS INC
-$8.4K
13,967
-0%
增持
BP
BP PLC
+$8.4K
5,935
+12%
增持
SDY
SPDR SER TR
-$8.3K
8,777
+0%
减持
VO
VANGUARD INDEX FDS
+$8.0K
7,877
-4%
增持
AEP
AMERICAN ELEC PWR CO INC
-$7.7K
5,491
+6%
减持
V
VISA INC
-$7.4K
1,256
-7%
增持
PM
PHILIP MORRIS INTL INC
+$6.5K
7,464
+1%
