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 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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 53
减持 65
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$1.8M
41,479
+0%
增持
AGG
ISHARES TR
+$1.4M
116,675
+8%
减持
AAPL
APPLE INC
+$1.1M
60,948
-2%
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。
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$929.0K
65,070
-0%
增持
NVDA
NVIDIA CORPORATION
+$816.4K
11,756
+2%
减持
RYLD
GLOBAL X FDS
-$757.3K
54,379
-44%
增持
VUG
VANGUARD INDEX FDS
+$702.3K
9,096
+17%
增持
VYM
VANGUARD WHITEHALL FDS
+$683.5K
79,499
+0%
减持
—
EXXON MOBIL CORP
-$681.9K
29,277
-5%
减持
MSFT
MICROSOFT CORP
+$626.3K
11,853
-2%
减持
PFE
PFIZER INC
-$579.2K
24,401
-37%
减持
SPYD
SPDR SER TR
-$577.6K
10,309
-63%
增持
VGT
VANGUARD WORLD FDS
+$553.3K
2,418
+63%
减持
AMZN
AMAZON COM INC
+$514.4K
24,539
-3%
增持
ABT
ABBOTT LABS
+$514.3K
38,620
+0%
增持
VTI
VANGUARD INDEX FDS
+$503.3K
4,692
+63%
减持
HUBS
HUBSPOT INC
+$471.8K
6,730
-4%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$454.9K
2,159
建仓
CYTK
CYTOKINETICS INC
+$417.4K
5,000
建仓
TCAF
T ROWE PRICE ETF INC
+$396.2K
14,338
增持
HYMB
SPDR SER TR
+$386.2K
194,856
+2%
增持
VO
VANGUARD INDEX FDS
+$384.2K
8,818
+10%
增持
HD
HOME DEPOT INC
+$381.2K
8,505
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$372.8K
126,693
+3%
减持
CVX
CHEVRON CORP NEW
-$359.7K
9,899
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$328.4K
14,991
-21%
清仓
—
SEAGEN INC
-$318.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$302.1K
3,123
+0%
增持
IJR
ISHARES TR
+$300.4K
15,644
+6%
清仓
IWC
ISHARES TR
-$289.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$284.2K
5,495
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$270.8K
60,890
-1%
增持
ABBV
ABBVIE INC
+$265.9K
43,973
+0%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$263.5K
6,000
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$263.0K
6,000
清仓
SLB
SCHLUMBERGER LTD
-$260.5K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$260.2K
1,105
增持
DVY
ISHARES TR
+$253.1K
22,814
+1%
增持
VHT
VANGUARD WORLD FDS
+$248.3K
6,011
+12%
建仓
ARKK
ARK ETF TR
+$244.6K
4,671
清仓
CAH
CARDINAL HEALTH INC
-$238.8K
0
-100%
建仓
UMBF
UMB FINL CORP
+$233.9K
2,800
减持
HON
HONEYWELL INTL INC
-$233.8K
1,290
-53%
减持
IEFA
ISHARES TR
+$233.0K
57,005
-3%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$230.9K
0
-100%
清仓
BP
BP PLC
-$229.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$229.6K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$228.8K
5,266
+12%
建仓
SMLV
SPDR SER TR
+$227.0K
2,017
清仓
AMD
ADVANCED MICRO DEVICES INC
-$224.5K
0
-100%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$224.2K
4,400
建仓
TFC
TRUIST FINL CORP
+$224.0K
6,067
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$223.4K
46,008
+2%
建仓
ICF
ISHARES TR
+$223.2K
3,800
建仓
NUVL
NUVALENT INC
+$220.8K
3,000
建仓
NGG
NATIONAL GRID PLC
+$218.2K
3,209
减持
LLY
ELI LILLY & CO
+$217.4K
4,852
-0%
清仓
DOW
DOW INC
-$215.2K
0
-100%
建仓
IYF
ISHARES TR
+$213.5K
2,500
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$209.8K
6,551
+7%
建仓
CRM
SALESFORCE INC
+$209.7K
797
建仓
DE
DEERE & CO
+$207.9K
520
清仓
—
UNILEVER PLC
-$206.7K
0
-100%
建仓
ROP
ROPER TECHNOLOGIES INC
+$206.6K
379
清仓
CVS
CVS HEALTH CORP
-$203.9K
0
-100%
增持
IJH
ISHARES TR
+$203.5K
7,159
+0%
建仓
—
BLACKROCK INC
+$200.8K
247
建仓
—
FIRST TR HIGH INCOME LONG /
+$196.2K
16,228
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$193.5K
63,880
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$189.1K
6,746
+43%
减持
JPM
JPMORGAN CHASE & CO
+$185.8K
12,774
-7%
减持
ISTB
ISHARES TR
-$169.3K
8,820
-31%
增持
HDV
ISHARES TR
+$164.0K
21,080
+5%
增持
SDY
SPDR SER TR
+$161.1K
9,366
+7%
增持
MGV
VANGUARD WORLD FD
+$158.0K
7,102
+16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$157.5K
16,552
-31%
清仓
F
FORD MTR CO DEL
-$156.8K
0
-100%
增持
—
ARCELLX INC
+$155.3K
7,000
+8%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$143.3K
20,000
+33%
增持
TJX
TJX COS INC NEW
+$143.2K
5,069
+36%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$141.8K
19,795
+11%
减持
VYMI
VANGUARD WHITEHALL FDS
+$141.1K
37,428
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$138.8K
6,788
-12%
减持
PG
PROCTER AND GAMBLE CO
-$134.7K
10,975
-8%
增持
VTEB
VANGUARD MUN BD FDS
+$131.1K
19,760
+8%
减持
KMB
KIMBERLY-CLARK CORP
-$129.1K
2,507
-30%
减持
META
META PLATFORMS INC
+$128.1K
3,500
-5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$127.7K
35,349
-0%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$125.5K
13,415
+1%
增持
EMHY
ISHARES INC
+$125.2K
10,000
+43%
减持
USMV
ISHARES TR
+$114.3K
80,564
-6%
减持
OXY
OCCIDENTAL PETE CORP
-$106.8K
3,531
-28%
增持
COWZ
PACER FDS TR
+$106.7K
33,772
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
+$102.5K
40,132
-7%
减持
CSCO
CISCO SYS INC
-$99.5K
12,743
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$99.2K
11,414
-2%
减持
TGT
TARGET CORP
+$96.5K
3,050
-0%
减持
RTX
RTX CORPORATION
+$94.5K
7,862
-0%
减持
BA
BOEING CO
+$90.8K
2,689
-16%
减持
IEMG
ISHARES INC
+$88.6K
31,170
-0%
减持
MRK
MERCK & CO INC
+$88.4K
16,333
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$86.5K
2,570
-3%
增持
PEP
PEPSICO INC
+$84.9K
31,067
+1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$82.6K
18,703
+3%
增持
USHY
ISHARES TR
+$80.1K
41,901
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$79.4K
1,996
-12%
增持
CSX
CSX CORP
+$78.7K
17,704
+2%
减持
MKC
MCCORMICK & CO INC
-$78.2K
4,911
-10%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$77.6K
56,921
+2%
减持
BAC
BANK AMERICA CORP
+$76.9K
15,895
-5%
减持
EFA
ISHARES TR
+$75.5K
12,250
-0%
增持
WMT
WALMART INC
+$75.4K
7,135
+9%
减持
—
ETF SER SOLUTIONS
-$69.5K
9,900
-32%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$64.1K
183,421
-3%
增持
IAT
ISHARES TR
+$63.5K
7,140
+2%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$61.6K
137,139
+1%
增持
WMB
WILLIAMS COS INC
+$61.3K
16,805
+8%
减持
PH
PARKER-HANNIFIN CORP
+$59.0K
2,542
-11%
增持
VIS
VANGUARD WORLD FDS
+$58.1K
2,256
+0%
减持
NEE
NEXTERA ENERGY INC
-$57.2K
9,281
-14%
减持
GOOGL
ALPHABET INC
-$54.0K
10,767
-10%
增持
SHYD
VANECK ETF TRUST
+$52.5K
102,079
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$51.9K
5,766
+4%
减持
—
EATON CORP PLC
+$50.9K
2,064
-1%
减持
—
MEDTRONIC PLC
+$48.1K
13,703
-1%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$47.4K
6,450
-19%
增持
OKE
ONEOK INC NEW
+$46.0K
3,970
+8%
减持
LOW
LOWES COS INC
+$44.1K
3,902
-2%
减持
EEMV
ISHARES INC
-$43.9K
3,742
-21%
增持
LMT
LOCKHEED MARTIN CORP
+$42.4K
671
+5%
减持
SO
SOUTHERN CO
-$40.4K
16,364
-11%
减持
PNC
PNC FINL SVCS GROUP INC
+$35.6K
1,679
-8%
减持
JNJ
JOHNSON & JOHNSON
-$35.5K
10,001
-3%
减持
TSLA
TESLA INC
-$35.1K
7,795
-1%
减持
SMMV
ISHARES TR
-$34.4K
44,615
-9%
减持
VV
VANGUARD INDEX FDS
+$33.8K
4,120
-7%
增持
GCOW
PACER FDS TR
+$33.7K
8,416
+8%
增持
BABA
ALIBABA GROUP HLDG LTD
-$31.8K
3,481
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$30.4K
4,110
-11%
减持
ITW
ILLINOIS TOOL WKS INC
+$29.3K
1,062
-2%
减持
GLD
SPDR GOLD TR
+$27.3K
6,472
-8%
减持
ANGL
VANECK ETF TRUST
-$25.1K
16,897
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$24.3K
12,094
+0%
增持
VXUS
VANGUARD STAR FDS
+$23.3K
5,204
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$23.0K
1,303
-7%
减持
SHY
ISHARES TR
-$20.6K
3,000
-9%
减持
KO
COCA COLA CO
+$20.5K
18,816
-3%
减持
CAT
CATERPILLAR INC
+$16.8K
3,377
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$16.3K
1,008
-7%
减持
QQQ
INVESCO QQQ TR
-$15.9K
703
-17%
