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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 57
减持 77
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.7M
111,797
+1%
增持
VOO
VANGUARD INDEX FDS
+$3.0M
44,389
+3%
增持
MSFT
MICROSOFT CORP
+$1.6M
13,147
+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
AAPL
APPLE INC
-$1.3M
57,567
-2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.2M
164,745
+19%
增持
VGT
VANGUARD WORLD FD
+$1.2M
5,510
+22%
减持
ABBV
ABBVIE INC
-$1.1M
45,972
-0%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
14,829
+1%
增持
AMZN
AMAZON COM INC
+$969.2K
26,408
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$933.9K
75,188
+1%
增持
META
META PLATFORMS INC
+$788.7K
4,573
+2%
增持
VTI
VANGUARD INDEX FDS
+$748.1K
12,824
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$724.7K
10,955
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$650.4K
2,706
+145%
建仓
IYRI
NEOS ETF TRUST
+$625.0K
12,500
增持
VYM
VANGUARD WHITEHALL FDS
+$581.6K
94,985
+1%
减持
GLD
SPDR GOLD TR
-$577.4K
3,938
-36%
增持
VYMI
VANGUARD WHITEHALL FDS
+$563.0K
47,072
+8%
增持
VTV
VANGUARD INDEX FDS
+$540.9K
13,789
+26%
减持
PEP
PEPSICO INC
-$537.8K
28,178
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$505.5K
11,841
-31%
增持
WMT
WALMART INC
+$502.9K
25,154
+13%
增持
AMGN
AMGEN INC
-$487.8K
15,084
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$482.5K
55,234
+2%
减持
VIS
VANGUARD WORLD FD
-$473.6K
2,123
-51%
增持
GS
GOLDMAN SACHS GROUP INC
+$456.8K
1,692
+25%
增持
TSLA
TESLA INC
+$433.7K
5,602
+8%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$401.6K
225,532
-10%
减持
AGG
ISHARES TR
-$393.4K
135,867
-3%
减持
MRK
MERCK & CO INC
-$392.8K
17,421
-12%
减持
VB
VANGUARD INDEX FDS
-$383.7K
3,987
-33%
减持
MA
MASTERCARD INCORPORATED
-$377.5K
846
-46%
建仓
WFC
WELLS FARGO CO NEW
+$377.2K
4,700
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$357.5K
185,092
+4%
减持
—
EXXON MOBIL CORP
-$348.4K
31,110
-0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$344.9K
60,197
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$344.0K
234,460
-0%
减持
CVX
CHEVRON CORP NEW
-$342.4K
10,925
-4%
增持
MGK
VANGUARD WORLD FD
+$337.9K
4,582
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$317.8K
10,176
-5%
建仓
QQQH
NEOS ETF TRUST
+$311.7K
5,950
减持
IEFA
ISHARES TR
+$302.7K
53,796
-3%
增持
AVGO
BROADCOM INC
+$296.6K
2,671
+2%
增持
SPYI
NEOS ETF TRUST
+$282.2K
53,838
+6%
建仓
SPEM
SPDR INDEX SHS FDS
+$278.9K
6,523
建仓
ARKK
ARK ETF TR
+$277.0K
3,941
减持
HDV
ISHARES TR
-$269.5K
23,095
-6%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$269.2K
1,809
+44%
减持
LLY
ELI LILLY & CO
-$260.6K
4,392
-2%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$260.6K
1,250
增持
VXUS
VANGUARD STAR FDS
+$260.0K
8,632
+59%
减持
—
MEDTRONIC PLC
-$258.6K
12,606
-17%
增持
NFLX
NETFLIX INC
+$250.6K
488
+13%
减持
HUBS
HUBSPOT INC
-$243.5K
6,481
-4%
建仓
GEV
GE VERNOVA INC
+$239.3K
452
减持
HYMB
SPDR SERIES TRUST
-$236.4K
188,749
-3%
建仓
ANET
ARISTA NETWORKS INC
+$235.3K
2,300
减持
MUB
ISHARES TR
-$234.5K
5,402
-29%
建仓
PANW
PALO ALTO NETWORKS INC
+$232.3K
1,135
减持
KO
COCA COLA CO
-$224.8K
19,774
-13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$224.3K
5,224
-1%
增持
VO
VANGUARD INDEX FDS
+$223.9K
9,644
+1%
建仓
—
NEBIUS GROUP N.V.
+$221.1K
3,996
建仓
OKLO
OKLO INC
+$218.0K
3,894
建仓
GE
GE AEROSPACE
+$218.0K
847
建仓
IAU
ISHARES GOLD TR
+$207.6K
3,329
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$206.7K
39,370
+11%
减持
TCAF
T ROWE PRICE ETF INC
+$203.3K
73,101
-1%
清仓
IQV
IQVIA HLDGS INC
-$202.7K
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$200.9K
0
-100%
建仓
CTAS
CINTAS CORP
+$200.6K
900
减持
DELL
DELL TECHNOLOGIES INC
+$191.8K
6,330
-1%
增持
RTX
RTX CORPORATION
+$185.4K
7,222
+10%
增持
IWMI
NEOS ETF TRUST
+$177.4K
26,714
+13%
减持
—
EATON CORP PLC
+$173.6K
2,189
-2%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$172.7K
11,414
-17%
减持
PG
PROCTER AND GAMBLE CO
-$168.8K
9,994
-3%
减持
ORCL
ORACLE CORP
+$166.4K
2,123
-0%
减持
IEMG
ISHARES INC
+$158.6K
33,677
-2%
减持
CAT
CATERPILLAR INC
+$154.6K
2,926
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$154.2K
16,583
-15%
减持
RJF
RAYMOND JAMES FINL INC
+$153.8K
14,134
-3%
减持
IJH
ISHARES TR
+$145.8K
56,698
-2%
增持
CSCO
CISCO SYS INC
+$144.9K
12,455
+7%
减持
JNJ
JOHNSON & JOHNSON
-$141.0K
7,192
-4%
减持
GOOG
ALPHABET INC
+$137.8K
9,470
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$137.2K
1,318
+26%
减持
XLK
SELECT SECTOR SPDR TR
+$133.6K
2,860
-0%
减持
DVY
ISHARES TR
-$127.2K
21,962
-3%
减持
VHT
VANGUARD WORLD FD
-$122.1K
6,229
-1%
增持
BAC
BANK AMERICA CORP
+$121.7K
16,913
+4%
减持
DIS
DISNEY WALT CO
-$120.1K
4,685
-34%
减持
ABT
ABBOTT LABS
+$118.2K
37,564
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$115.1K
2,538
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$111.0K
7,503
-8%
减持
QQQI
NEOS ETF TRUST
-$106.6K
17,911
-18%
减持
RYLD
GLOBAL X FDS
-$105.2K
87,058
-6%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$100.4K
9,702
-20%
减持
UPS
UNITED PARCEL SERVICE INC
-$100.1K
3,762
-14%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$95.7K
8,006
-0%
增持
QQQ
INVESCO QQQ TR
+$88.5K
860
+4%
增持
GPIX
GOLDMAN SACHS ETF TR
+$80.6K
13,499
+6%
增持
VBR
VANGUARD INDEX FDS
+$76.0K
5,213
+3%
增持
DIVO
AMPLIFY ETF TR
+$74.8K
8,400
+21%
减持
VV
VANGUARD INDEX FDS
+$74.1K
3,455
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$70.9K
18,310
-1%
减持
GOOGL
ALPHABET INC
+$69.9K
8,071
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
+$68.2K
1,930
-4%
减持
MCO
MOODYS CORP
+$60.6K
1,740
-0%
减持
PFE
PFIZER INC
-$56.9K
10,066
-15%
减持
APH
AMPHENOL CORP NEW
+$55.2K
2,950
-18%
减持
IJR
ISHARES TR
+$52.1K
16,594
-1%
减持
TGT
TARGET CORP
-$51.7K
2,326
-14%
增持
IWM
ISHARES TR
+$47.8K
1,523
+8%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$45.7K
19,500
+11%
减持
LOW
LOWES COS INC
-$44.7K
3,713
-0%
减持
USMV
ISHARES TR
-$41.8K
59,784
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$39.9K
83,460
-4%
增持
NUV
NUVEEN MUN VALUE FD INC
+$38.3K
70,000
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$37.2K
13,444
-1%
增持
ANGL
VANECK ETF TRUST
+$36.2K
17,397
+6%
增持
COWZ
PACER FDS TR
+$32.6K
39,010
+1%
减持
EIM
EATON VANCE MUN BD FD
-$32.1K
39,148
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.0K
5,034
+0%
增持
WMB
WILLIAMS COS INC
+$31.3K
10,149
+0%
减持
—
ARCELLX INC
-$30.8K
8,000
-6%
增持
FAST
FASTENAL CO
+$28.4K
8,792
+100%
增持
SRLN
SSGA ACTIVE ETF TR
+$25.1K
9,850
+5%
减持
CALF
PACER FDS TR
-$23.9K
5,930
-14%
减持
SPYD
SPDR SERIES TRUST
-$22.9K
10,297
-1%
减持
QCOM
QUALCOMM INC
-$22.8K
3,957
-7%
增持
FMHI
FIRST TR EXCH TRADED FD III
-$20.6K
22,145
+0%
减持
SO
SOUTHERN CO
-$19.3K
15,700
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$18.1K
10,195
-3%
减持
NEE
NEXTERA ENERGY INC
-$17.3K
6,129
-2%
减持
BLK
BLACKROCK INC
+$16.5K
233
-3%
减持
USHY
ISHARES TR
-$13.1K
44,370
-3%
减持
TFC
TRUIST FINL CORP
-$12.1K
4,960
-9%
增持
UMBF
UMB FINL CORP
+$11.4K
2,801
+0%
增持
SHYD
VANECK ETF TRUST
+$10.5K
102,045
+0%
增持
WM
WASTE MGMT INC DEL
-$9.9K
4,860
+0%
减持
GCOW
PACER FDS TR
+$9.2K
15,780
-1%
增持
FMB
FIRST TR EXCH TRADED FD III
-$8.2K
22,779
+0%
减持
SMMV
ISHARES TR
-$7.3K
10,837
-3%
增持
ACP
ABRDN INCOME CREDIT STRATEGI
+$5.7K
13,459
+8%
增持
NOC
NORTHROP GRUMMAN CORP
-$5.4K
514
+0%
增持
SDY
SPDR SERIES TRUST
+$1.5K
8,946
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.3K
13,085
-1%
减持
V
VISA INC
-$603
1,396
-1%
减持
SMLV
SPDR SERIES TRUST
-$115
1,870
-2%
