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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 141 项
建仓 5
增持 66
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$2.8M
110,245
+1%
减持
AAPL
APPLE INC
-$2.3M
58,918
-4%
增持
ABBV
ABBVIE INC
+$1.5M
46,012
+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。
减持
SMMV
ISHARES TR
-$1.3M
11,161
-74%
增持
IJH
ISHARES TR
+$1.0M
57,766
+52%
减持
AMZN
AMAZON COM INC
-$971.6K
25,357
-4%
增持
AGG
ISHARES TR
+$904.0K
140,228
+5%
增持
ABT
ABBOTT LABS
+$735.3K
37,625
+0%
减持
USMV
ISHARES TR
-$688.5K
60,365
-15%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$674.6K
86,911
-5%
增持
HUBS
HUBSPOT INC
-$645.2K
6,741
+4%
增持
TSLA
TESLA INC
-$594.2K
5,193
+8%
增持
MSFT
MICROSOFT CORP
-$501.5K
13,086
+2%
增持
VUG
VANGUARD INDEX FDS
-$472.0K
14,683
+2%
减持
GOOG
ALPHABET INC
-$414.0K
9,870
-4%
建仓
NFLX
NETFLIX INC
+$402.9K
432
减持
VGT
VANGUARD WORLD FD
-$385.6K
4,515
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$369.1K
5,291
+23%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$364.0K
138,524
+10%
增持
META
META PLATFORMS INC
+$347.8K
4,488
+17%
减持
—
EXXON MOBIL CORP
+$343.8K
31,128
-0%
增持
VB
VANGUARD INDEX FDS
+$342.0K
5,991
+46%
增持
QQQI
NEOS ETF TRUST
+$341.9K
21,888
+65%
增持
VIGI
VANGUARD WHITEHALL FDS
+$309.7K
54,199
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$289.1K
10,804
-0%
减持
IEFA
ISHARES TR
+$288.6K
55,362
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$283.5K
43,534
+1%
增持
GOOGL
ALPHABET INC
-$282.7K
8,746
+1%
增持
VTV
VANGUARD INDEX FDS
+$277.4K
10,977
+15%
增持
CVX
CHEVRON CORP NEW
+$270.7K
11,398
+1%
清仓
ANET
ARISTA NETWORKS INC
-$265.3K
0
-100%
清仓
—
NEOS ETF TRUST
-$258.0K
0
-100%
减持
CSX
CSX CORP
-$255.4K
10,400
-40%
减持
RJF
RAYMOND JAMES FINL INC
-$253.6K
14,498
-1%
清仓
SPEM
SPDR INDEX SHS FDS
-$248.5K
0
-100%
建仓
WPC
WP CAREY INC
+$237.9K
3,770
清仓
ARKK
ARK ETF TR
-$223.7K
0
-100%
建仓
ROP
ROPER TECHNOLOGIES INC
+$223.5K
379
清仓
PANW
PALO ALTO NETWORKS INC
-$217.3K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$215.1K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$214.7K
59,462
+7%
减持
CALF
PACER FDS TR
-$214.3K
6,932
-36%
增持
JNJ
JOHNSON & JOHNSON
+$213.8K
7,474
+5%
建仓
NGG
NATIONAL GRID PLC
+$210.5K
3,209
清仓
VTWG
VANGUARD SCOTTSDALE FDS
-$210.1K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$205.1K
0
-100%
建仓
KR
KROGER CO
+$203.1K
3,000
清仓
MLM
MARTIN MARIETTA MATLS INC
-$202.5K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$196.2K
2,531
-0%
减持
KO
COCA COLA CO
+$191.0K
22,672
-1%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$190.0K
12,514
-72%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$173.8K
35,602
+0%
增持
IWMI
NEOS ETF TRUST
+$163.9K
23,740
+33%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$158.2K
22,064
-12%
减持
CAT
CATERPILLAR INC
-$156.8K
2,976
-5%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$156.5K
8,041
+49%
减持
LLY
ELI LILLY & CO
+$153.9K
4,461
-2%
增持
TCAF
T ROWE PRICE ETF INC
+$151.3K
73,598
+10%
增持
—
MEDTRONIC PLC
+$150.8K
15,106
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$146.0K
234,522
-0%
增持
COWZ
PACER FDS TR
+$144.8K
38,657
+11%
减持
PH
PARKER-HANNIFIN CORP
-$140.8K
4,680
-0%
减持
—
EATON CORP PLC
-$139.2K
2,236
-1%
增持
MRK
MERCK & CO INC
+$134.6K
19,740
+20%
减持
RYLD
GLOBAL X FDS
-$123.6K
92,931
-1%
增持
GPIX
GOLDMAN SACHS ETF TR
+$122.2K
12,700
+34%
增持
SPYI
NEOS ETF TRUST
+$118.6K
50,676
+12%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$114.5K
251,181
-5%
减持
VYM
VANGUARD WHITEHALL FDS
+$113.8K
93,678
-0%
增持
IEMG
ISHARES INC
+$101.3K
34,519
+2%
减持
TGT
TARGET CORP
-$99.1K
2,694
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$98.0K
4,363
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$97.7K
1,358
+21%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$93.6K
17,276
+2%
减持
WM
WASTE MGMT INC DEL
+$90.6K
4,847
-5%
增持
DIS
DISNEY WALT CO
-$89.8K
7,103
+0%
减持
PEP
PEPSICO INC
-$84.5K
28,401
-1%
减持
VV
VANGUARD INDEX FDS
-$83.9K
3,547
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$83.9K
663
-15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$83.2K
74,514
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$82.8K
1,473
+15%
减持
HDV
ISHARES TR
+$82.5K
24,567
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$79.1K
18,442
-11%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$74.0K
14,047
-9%
增持
HYMB
SPDR SER TR
-$68.3K
194,829
+0%
减持
GLW
CORNING INC
-$64.1K
4,620
-20%
增持
IJR
ISHARES TR
-$63.4K
16,845
+6%
减持
VIS
VANGUARD WORLD FD
-$62.1K
4,315
-3%
增持
WMB
WILLIAMS COS INC
+$57.5K
10,143
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$56.9K
1,258
-9%
增持
VBR
VANGUARD INDEX FDS
-$56.7K
5,049
+0%
减持
BAC
BANK AMERICA CORP
-$56.2K
16,263
-3%
减持
SO
SOUTHERN CO
+$55.8K
15,889
-7%
减持
AEP
AMERICAN ELEC PWR CO INC
+$55.1K
4,963
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$54.5K
10,731
-0%
减持
IVW
ISHARES TR
-$53.4K
3,800
-5%
增持
GCOW
PACER FDS TR
+$52.2K
15,954
+0%
增持
EIM
EATON VANCE MUN BD FD
+$52.2K
41,188
+19%
增持
LOW
LOWES COS INC
-$50.5K
3,724
+0%
减持
UNP
UNION PAC CORP
-$50.0K
2,240
-12%
减持
T
AT&T INC
+$48.6K
9,897
-3%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$46.0K
1,380
-5%
减持
PFE
PFIZER INC
-$46.0K
11,876
-9%
增持
USHY
ISHARES TR
+$43.9K
45,570
+3%
减持
V
VISA INC
+$42.4K
1,416
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$39.2K
13,644
-6%
增持
MUB
ISHARES TR
+$35.6K
7,576
+6%
增持
VOO
VANGUARD INDEX FDS
+$35.5K
43,251
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$32.9K
3,194
+14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$31.8K
177,894
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$28.8K
10,466
+20%
增持
PG
PROCTER AND GAMBLE CO
+$28.7K
10,334
+0%
减持
MA
MASTERCARD INCORPORATED
+$28.3K
1,556
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$26.9K
19,493
-2%
增持
VO
VANGUARD INDEX FDS
-$26.6K
9,569
+1%
增持
VTI
VANGUARD INDEX FDS
-$24.4K
11,460
+5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$24.0K
12,095
+5%
减持
SMLV
SPDR SER TR
-$23.0K
1,905
-5%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$19.8K
13,687
-3%
增持
VXUS
VANGUARD STAR FDS
+$17.7K
5,416
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.6K
5,018
+0%
增持
MGK
VANGUARD WORLD FD
-$14.1K
4,338
+10%
增持
WMT
WALMART INC
-$14.1K
22,293
+2%
增持
SPYD
SPDR SER TR
+$10.8K
10,390
+0%
减持
NEE
NEXTERA ENERGY INC
-$10.5K
6,246
-1%
减持
OKE
ONEOK INC NEW
-$10.2K
3,945
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$8.8K
1,106
+7%
减持
SDY
SPDR SER TR
+$8.1K
8,938
-2%
增持
FMB
FIRST TR EXCH TRADED FD III
-$8.0K
22,669
+0%
减持
MKC
MCCORMICK & CO INC
-$7.9K
3,716
-10%
增持
QQQ
INVESCO QQQ TR
-$7.7K
823
+7%
增持
APH
AMPHENOL CORP NEW
-$7.0K
3,600
+3%
减持
QCOM
QUALCOMM INC
-$6.7K
4,252
-1%
增持
DIVO
AMPLIFY ETF TR
+$6.5K
6,934
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$5.8K
6,410
+28%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.7K
13,255
-1%
减持
VHT
VANGUARD WORLD FD
+$3.4K
6,305
-4%
减持
EFAV
ISHARES TR
+$1.5K
3,361
-9%
增持
SHYD
VANECK ETF TRUST
+$1.3K
102,026
+0%
减持
DVY
ISHARES TR
+$942
22,666
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$101
2,002
+18%
