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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 94
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$4.7M
11,663
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
10,928
+99%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.6M
74,911
+15%
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
VYM
VANGUARD WHITEHALL FDS
+$2.1M
90,941
+14%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
41,942
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
151,770
+20%
增持
ABBV
ABBVIE INC
+$1.7M
46,573
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
83,535
+31%
增持
AMZN
AMAZON COM INC
+$1.1M
26,956
+10%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
11,487
+26%
增持
MSFT
MICROSOFT CORP
+$1.0M
13,012
+10%
增持
AAPL
APPLE INC
-$1.0M
62,544
+3%
增持
LLY
ELI LILLY & CO
+$998.5K
4,919
+1%
增持
RYLD
GLOBAL X FDS
+$997.8K
112,842
+108%
建仓
VTV
VANGUARD INDEX FDS
+$915.8K
5,621
增持
HD
HOME DEPOT INC
+$844.9K
9,886
+16%
增持
SCHD
SCHWAB STRATEGIC TR
+$817.7K
67,631
+11%
增持
VIGI
VANGUARD WHITEHALL FDS
+$808.5K
48,973
+22%
增持
VTI
VANGUARD INDEX FDS
+$798.4K
7,358
+57%
减持
TSLA
TESLA INC
-$790.2K
6,523
-16%
建仓
SSD
SIMPSON MFG INC
+$745.8K
3,635
增持
TCAF
T ROWE PRICE ETF INC
+$627.7K
33,868
+136%
增持
—
EXXON MOBIL CORP
+$609.1K
30,422
+4%
增持
META
META PLATFORMS INC
+$498.6K
3,578
+2%
增持
DHR
DANAHER CORPORATION
+$457.9K
2,760
+176%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$445.4K
2,752
+38%
建仓
SPYI
NEOS ETF TRUST
+$443.0K
8,797
增持
CVX
CHEVRON CORP NEW
+$440.0K
12,150
+23%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$409.4K
47,954
+4%
建仓
OKTA
OKTA INC
+$406.4K
3,885
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$402.2K
209,696
+14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$381.0K
41,710
+11%
增持
MRK
MERCK & CO INC
+$377.8K
16,358
+0%
增持
KO
COCA COLA CO
+$362.4K
24,047
+28%
减持
JPM
JPMORGAN CHASE & CO
+$349.2K
12,591
-1%
增持
COWZ
PACER FDS TR
+$340.5K
36,074
+7%
清仓
TXN
TEXAS INSTRS INC
-$336.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$332.7K
251
增持
CAT
CATERPILLAR INC
+$326.9K
3,617
+7%
建仓
MPC
MARATHON PETE CORP
+$321.2K
1,594
建仓
CEG
CONSTELLATION ENERGY CORP
+$303.5K
1,642
增持
GOOG
ALPHABET INC
+$303.3K
11,840
+11%
建仓
VBR
VANGUARD INDEX FDS
+$302.3K
1,574
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$297.4K
10,280
+134%
减持
USMV
ISHARES TR
+$295.6K
78,750
-2%
增持
DGRO
ISHARES TR
+$291.6K
19,127
+26%
减持
BA
BOEING CO
-$290.8K
2,125
-21%
增持
AMGN
AMGEN INC
+$288.7K
16,808
+8%
增持
COST
COSTCO WHSL CORP NEW
+$279.3K
3,195
+2%
增持
MGV
VANGUARD WORLD FD
+$276.5K
8,813
+24%
建仓
MINO
PIMCO ETF TR
+$274.8K
6,022
建仓
IVV
ISHARES TR
+$260.2K
495
建仓
DIVO
AMPLIFY ETF TR
+$258.0K
6,636
建仓
AMD
ADVANCED MICRO DEVICES INC
+$251.2K
1,392
建仓
NOC
NORTHROP GRUMMAN CORP
+$250.8K
524
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$245.4K
37,351
+6%
增持
—
EATON CORP PLC
+$242.1K
2,364
+15%
增持
VHT
VANGUARD WORLD FD
+$237.0K
6,447
+7%
增持
DVY
ISHARES TR
+$236.3K
23,627
+4%
建仓
CAH
CARDINAL HEALTH INC
+$235.0K
2,100
增持
IJH
ISHARES TR
+$232.7K
36,496
+410%
增持
—
MEDTRONIC PLC
+$231.1K
15,605
+14%
增持
WMT
WALMART INC
+$226.3K
22,457
+215%
建仓
CALF
PACER FDS TR
+$216.3K
4,399
增持
PG
PROCTER AND GAMBLE CO
+$214.7K
11,236
+2%
建仓
VB
VANGUARD INDEX FDS
+$212.7K
929
清仓
OXY
OCCIDENTAL PETE CORP
-$210.8K
0
-100%
清仓
CRM
SALESFORCE INC
-$209.7K
0
-100%
建仓
IWD
ISHARES TR
+$207.6K
1,159
增持
VGT
VANGUARD WORLD FD
+$207.2K
2,627
+9%
增持
WM
WASTE MGMT INC DEL
+$205.1K
5,387
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$204.8K
8,900
建仓
APH
AMPHENOL CORP NEW
+$204.7K
1,775
建仓
CVS
CVS HEALTH CORP
+$203.4K
2,550
清仓
CMCSA
COMCAST CORP NEW
-$201.9K
0
-100%
增持
—
ARISTA NETWORKS INC
+$196.5K
1,575
+43%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$196.4K
6,639
+1%
增持
TGT
TARGET CORP
+$194.8K
3,550
+16%
增持
GPIX
GOLDMAN SACHS ETF TR
+$183.1K
9,500
+58%
增持
HDV
ISHARES TR
+$176.0K
21,106
+0%
增持
VO
VANGUARD INDEX FDS
+$175.4K
8,911
+1%
增持
QCOM
QUALCOMM INC
+$172.9K
4,252
+12%
增持
GCOW
PACER FDS TR
+$171.9K
13,267
+58%
减持
IEFA
ISHARES TR
+$170.7K
56,334
-1%
增持
GOOGL
ALPHABET INC
+$169.6K
11,089
+3%
增持
AGG
ISHARES TR
+$168.0K
119,951
+3%
增持
—
ARCELLX INC
+$167.9K
8,000
+14%
减持
PH
PARKER-HANNIFIN CORP
+$163.9K
2,402
-6%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$160.3K
22,917
+16%
增持
MGK
VANGUARD WORLD FD
+$157.0K
3,264
+9%
减持
DIS
DISNEY WALT CO
+$156.0K
4,918
-0%
增持
RTX
RTX CORPORATION
+$154.0K
8,362
+6%
增持
NVO
NOVO-NORDISK A S
+$152.0K
4,716
+8%
增持
BAC
BANK AMERICA CORP
+$151.0K
18,095
+14%
增持
LOW
LOWES COS INC
+$148.5K
3,992
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$122.2K
8,326
+23%
减持
ABT
ABBOTT LABS
+$114.9K
38,411
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$101.6K
1,278
+27%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$101.0K
16,046
+7%
减持
NEE
NEXTERA ENERGY INC
-$99.7K
7,261
-22%
增持
LMT
LOCKHEED MARTIN CORP
+$92.1K
872
+30%
减持
TJX
TJX COS INC NEW
-$90.2K
3,799
-25%
减持
GWW
GRAINGER W W INC
+$87.5K
600
-5%
建仓
NUV
NUVEEN MUN VALUE FD INC
+$87.1K
10,000
增持
SMMV
ISHARES TR
+$84.1K
44,764
+0%
增持
QQQ
INVESCO QQQ TR
+$78.9K
826
+17%
增持
HYMB
SPDR SER TR
+$77.7K
194,922
+0%
减持
ISTB
ISHARES TR
-$77.1K
7,218
-18%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$71.5K
10,003
增持
SO
SOUTHERN CO
+$70.8K
16,981
+4%
减持
WMB
WILLIAMS COS INC
-$70.7K
13,205
-21%
增持
ITW
ILLINOIS TOOL WKS INC
+$69.8K
1,297
+22%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$68.9K
10,167
增持
VTEB
VANGUARD MUN BD FDS
+$68.0K
21,280
+8%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$62.9K
7,000
+17%
增持
SDY
SPDR SER TR
+$62.8K
9,396
+0%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$62.0K
137,339
+0%
减持
KVUE
KENVUE INC
-$57.5K
11,068
-19%
减持
AEP
AMERICAN ELEC PWR CO INC
-$57.2K
4,775
-17%
减持
DLN
WISDOMTREE TR
+$55.8K
14,180
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$54.5K
2,861
+2%
减持
CSCO
CISCO SYS INC
-$54.0K
11,816
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
+$53.7K
16,152
-2%
增持
IEMG
ISHARES INC
+$50.7K
31,536
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$45.9K
8,069
+7%
增持
VXUS
VANGUARD STAR FDS
+$44.6K
5,740
+10%
增持
MCD
MCDONALDS CORP
+$44.3K
1,871
+15%
减持
GLD
SPDR GOLD TR
+$42.3K
6,220
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$37.8K
12,805
+6%
增持
IJR
ISHARES TR
+$37.1K
15,658
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$36.7K
1,326
+2%
减持
VIS
VANGUARD WORLD FD
+$29.3K
2,156
-4%
增持
SHYD
VANECK ETF TRUST
+$28.8K
102,089
+0%
增持
MUB
ISHARES TR
+$24.8K
7,384
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$24.6K
7,346
+8%
增持
PM
PHILIP MORRIS INTL INC
+$24.0K
7,926
+6%
增持
—
FIRST TR HIGH INCOME LONG /
+$23.8K
18,444
+14%
增持
JNJ
JOHNSON & JOHNSON
+$23.6K
10,059
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$21.9K
3,426
-2%
减持
V
VISA INC
+$21.7K
1,436
-1%
减持
PEP
PEPSICO INC
-$20.7K
30,031
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$20.2K
2,040
-6%
减持
KMB
KIMBERLY-CLARK CORP
+$17.7K
2,492
-1%
增持
SPYD
SPDR SER TR
+$15.9K
10,314
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$15.4K
18,513
-1%
增持
USHY
ISHARES TR
+$14.3K
42,016
+0%
增持
GILD
GILEAD SCIENCES INC
-$14.2K
4,519
+6%
增持
—
KELLANOVA
+$14.0K
7,738
+1%
减持
IJS
ISHARES TR
-$12.8K
7,900
-1%
减持
MKC
MCCORMICK & CO INC
-$12.6K
4,211
-14%
