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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 140 项
建仓 12
增持 64
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
+$6.5M
21,695
-17%
增持
AGG
ISHARES TR
+$1.8M
135,381
+11%
增持
PH
PARKER-HANNIFIN CORP
+$1.8M
4,694
+96%
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
AAPL
APPLE INC
+$1.7M
64,015
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
77,212
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
96,768
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$835.9K
167,997
+4%
增持
VGT
VANGUARD WORLD FD
+$827.3K
4,512
+43%
增持
SCHD
SCHWAB STRATEGIC TR
+$801.7K
75,342
+5%
清仓
—
SUPER MICRO COMPUTER INC
-$678.4K
0
-100%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$671.7K
298,069
+15%
减持
NVDA
NVIDIA CORPORATION
-$651.9K
105,719
-3%
增持
VTI
VANGUARD INDEX FDS
+$632.6K
10,071
+21%
建仓
IWMI
NEOS ETF TRUST
+$626.9K
12,204
增持
HD
HOME DEPOT INC
+$614.2K
9,884
+0%
增持
VB
VANGUARD INDEX FDS
+$563.5K
3,486
+188%
建仓
CME
CME GROUP INC
+$534.4K
2,422
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$525.7K
9,292
减持
RYLD
GLOBAL X FDS
-$521.8K
94,839
-26%
增持
VYMI
VANGUARD WHITEHALL FDS
+$513.8K
45,116
+10%
减持
HUBS
HUBSPOT INC
-$492.6K
6,620
-3%
增持
PFE
PFIZER INC
+$490.1K
34,962
+88%
增持
SPYI
NEOS ETF TRUST
+$443.1K
28,571
+40%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$421.1K
53,842
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$415.2K
19,453
+65%
减持
VOO
VANGUARD INDEX FDS
+$408.5K
40,617
-3%
增持
HDV
ISHARES TR
+$401.1K
25,511
+7%
建仓
EIM
EATON VANCE MUN BD FD
+$399.0K
37,078
减持
AMGN
AMGEN INC
-$391.7K
15,083
-10%
增持
VBR
VANGUARD INDEX FDS
+$344.7K
4,521
+46%
减持
VIGI
VANGUARD WHITEHALL FDS
+$343.9K
51,966
-0%
增持
VUG
VANGUARD INDEX FDS
+$342.1K
13,885
+4%
增持
DVY
ISHARES TR
+$328.8K
23,162
+0%
增持
WMT
WALMART INC
+$317.7K
23,996
+0%
减持
USMV
ISHARES TR
+$315.9K
73,108
-3%
增持
TCAF
T ROWE PRICE ETF INC
+$311.3K
59,039
+12%
清仓
ISTB
ISHARES TR
-$293.4K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$289.8K
11,232
+38%
减持
GOOG
ALPHABET INC
-$287.4K
11,270
-5%
增持
VIS
VANGUARD WORLD FD
+$282.9K
4,168
+22%
增持
—
ARCELLX INC
+$268.3K
8,500
+6%
建仓
GLW
CORNING INC
+$261.9K
5,800
增持
VTV
VANGUARD INDEX FDS
+$242.6K
6,860
+15%
建仓
—
BLACKROCK INC
+$234.9K
247
减持
IEFA
ISHARES TR
+$233.7K
54,842
-2%
建仓
—
UNILEVER PLC
+$233.4K
3,593
清仓
—
FIRST TR HIGH INCOME LONG /
-$232.0K
0
-100%
建仓
NGG
NATIONAL GRID PLC
+$223.6K
3,209
减持
TSLA
TESLA INC
+$220.6K
4,568
-7%
建仓
DE
DEERE & CO
+$217.0K
520
清仓
AMD
ADVANCED MICRO DEVICES INC
-$215.3K
0
-100%
建仓
IDV
ISHARES TR
+$214.8K
7,105
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$212.7K
890
-53%
建仓
DGX
QUEST DIAGNOSTICS INC
+$209.6K
1,350
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$207.3K
1,000
清仓
NOW
SERVICENOW INC
-$204.5K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$203.6K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$200.1K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$196.4K
35,655
-2%
减持
GOOGL
ALPHABET INC
-$195.5K
9,224
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$189.9K
4,394
-3%
减持
VO
VANGUARD INDEX FDS
+$189.0K
9,137
-0%
减持
LLY
ELI LILLY & CO
-$188.7K
4,952
-2%
减持
META
META PLATFORMS INC
+$188.6K
3,918
-4%
增持
AMZN
AMAZON COM INC
+$181.7K
28,875
+7%
增持
IEMG
ISHARES INC
+$173.7K
32,823
+3%
减持
MRK
MERCK & CO INC
-$170.1K
16,209
-0%
增持
SMMV
ISHARES TR
+$167.8K
44,362
+1%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$159.7K
14,235
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$159.5K
5,451
-17%
增持
USHY
ISHARES TR
+$155.1K
44,882
+6%
增持
CALF
PACER FDS TR
+$152.6K
8,910
+48%
减持
HYMB
SPDR SER TR
+$151.4K
194,621
-0%
减持
IJR
ISHARES TR
+$148.7K
15,555
-1%
减持
PEP
PEPSICO INC
+$143.6K
29,971
-0%
减持
LOW
LOWES COS INC
+$141.1K
3,762
-6%
增持
SDY
SPDR SER TR
+$136.2K
9,110
+0%
增持
ACP
ABRDN INCOME CREDIT STRATEGI
+$134.7K
63,222
+51%
增持
DUK
DUKE ENERGY CORP NEW
+$133.1K
8,169
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$133.0K
93,657
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$125.0K
11,934
+1%
增持
COST
COSTCO WHSL CORP NEW
+$124.0K
3,208
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$117.1K
3,428
+0%
减持
IJH
ISHARES TR
+$114.6K
35,931
-1%
增持
MMM
3M CO
+$114.5K
3,229
+1%
减持
JNJ
JOHNSON & JOHNSON
+$110.1K
9,663
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$101.5K
861
+0%
减持
VHT
VANGUARD WORLD FD
+$99.9K
6,778
-1%
减持
COWZ
PACER FDS TR
+$97.6K
35,837
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$89.5K
22,640
+6%
减持
OKTA
OKTA INC
-$87.6K
3,673
-5%
减持
PG
PROCTER AND GAMBLE CO
+$86.4K
11,198
-0%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$85.0K
57,124
+0%
减持
MCD
MCDONALDS CORP
+$82.4K
1,837
-2%
增持
GCOW
PACER FDS TR
+$70.9K
21,546
+2%
增持
VXUS
VANGUARD STAR FDS
+$65.4K
6,380
+11%
减持
MA
MASTERCARD INCORPORATED
+$62.6K
1,566
-3%
减持
CEG
CONSTELLATION ENERGY CORP
+$61.7K
1,502
-9%
减持
BA
BOEING CO
-$58.8K
1,690
-3%
增持
SPYD
SPDR SER TR
+$56.2K
10,327
+0%
增持
CVX
CHEVRON CORP NEW
-$55.0K
13,451
+3%
减持
BAC
BANK AMERICA CORP
-$54.8K
16,721
-7%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$53.5K
1,372
+2%
减持
RJF
RAYMOND JAMES FINL INC
-$53.5K
14,232
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$48.4K
924
+68%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$47.7K
2,536
-8%
减持
VV
VANGUARD INDEX FDS
+$47.4K
3,752
-0%
清仓
BMEA
BIOMEA FUSION INC
-$45.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$39.0K
3,510
-15%
增持
MSFT
MICROSOFT CORP
+$38.2K
13,470
+5%
增持
SHYD
VANECK ETF TRUST
+$36.1K
102,122
+0%
减持
NEE
NEXTERA ENERGY INC
+$35.3K
6,440
-10%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$31.8K
9,480
-8%
增持
AVGO
BROADCOM INC
+$31.2K
2,610
+900%
减持
DIS
DISNEY WALT CO
-$29.7K
4,787
-3%
减持
WY
WEYERHAEUSER CO MTN BE
+$29.4K
6,940
-4%
减持
UNP
UNION PAC CORP
+$28.8K
2,539
-4%
减持
—
EXXON MOBIL CORP
-$28.4K
30,678
-3%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$27.1K
4,850
-17%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$26.9K
23,068
+0%
增持
WM
WASTE MGMT INC DEL
-$25.2K
5,312
+0%
增持
QQQI
NEOS ETF TRUST
+$24.0K
6,440
+8%
增持
IVV
ISHARES TR
+$22.7K
509
+3%
减持
TJX
TJX COS INC NEW
+$21.2K
3,739
-2%
增持
DIVO
AMPLIFY ETF TR
+$20.0K
6,769
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$17.7K
559
-1%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$17.5K
18,538
+0%
增持
MUB
ISHARES TR
+$16.5K
7,141
+0%
减持
KVUE
KENVUE INC
+$16.0K
8,925
-15%
减持
IWM
ISHARES TR
-$15.7K
1,723
-12%
增持
IVW
ISHARES TR
+$14.2K
4,014
+0%
减持
IWD
ISHARES TR
+$12.1K
1,129
-3%
增持
QQQ
INVESCO QQQ TR
+$11.3K
887
+1%
减持
EEMV
ISHARES INC
-$10.8K
3,252
-13%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$4.9K
10,265
+3%
增持
APH
AMPHENOL CORP NEW
-$4.4K
3,500
+1%
减持
IWF
ISHARES TR
+$1.8K
803
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$1.7K
12,542
-4%
减持
TGT
TARGET CORP
+$1.4K
2,811
-5%
减持
ITW
ILLINOIS TOOL WKS INC
-$191
1,172
-10%
