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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 76
减持 50
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$3.7M
266,513
+62%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
111,132
-1%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
44,604
+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
ABBV
ABBVIE INC
+$2.0M
45,518
-1%
减持
AAPL
APPLE INC
+$1.9M
53,764
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
101,424
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.5M
104,679
+25%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.4M
34,029
减持
LLY
ELI LILLY & CO
-$1.3M
2,793
-36%
增持
GPIX
GOLDMAN SACHS ETF TR
+$1.3M
37,469
+178%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
76,446
+2%
增持
TSLA
TESLA INC
+$1.1M
6,458
+15%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
15,074
+18%
增持
MGK
VANGUARD WORLD FD
+$1.0M
6,735
+47%
增持
VUG
VANGUARD INDEX FDS
+$987.8K
15,624
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$783.7K
31,891
+92%
清仓
DELL
DELL TECHNOLOGIES INC
-$776.1K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$755.6K
53,458
+14%
增持
VOT
VANGUARD INDEX FDS
+$626.1K
3,583
+139%
增持
TCAF
T ROWE PRICE ETF INC
+$607.4K
84,522
+16%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$566.6K
2,941
+63%
减持
FMB
FIRST TR EXCH TRADED FD III
-$544.7K
11,640
-49%
增持
VGT
VANGUARD WORLD FD
+$541.4K
5,625
+2%
增持
HUBS
HUBSPOT INC
-$520.5K
6,599
+2%
增持
VB
VANGUARD INDEX FDS
+$517.2K
5,750
+44%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$501.9K
8,529
减持
GOOGL
ALPHABET INC
+$483.2K
7,839
-3%
增持
HD
HOME DEPOT INC
+$440.8K
9,989
+2%
增持
—
NEBIUS GROUP N.V.
+$402.9K
5,558
+39%
增持
BAC
BANK AMERICA CORP
+$397.8K
23,223
+37%
减持
—
EXXON MOBIL CORP
-$379.2K
26,381
-15%
增持
GLD
SPDR GOLD TR
+$377.2K
4,438
+13%
增持
IYRI
NEOS ETF TRUST
+$362.7K
19,542
+56%
增持
BABA
ALIBABA GROUP HLDG LTD
+$336.0K
4,055
+18%
增持
VO
VANGUARD INDEX FDS
+$327.6K
10,303
+7%
增持
SPYI
NEOS ETF TRUST
+$319.3K
57,905
+8%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$317.8K
62,868
+4%
减持
ABT
ABBOTT LABS
-$303.2K
35,881
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$303.0K
5,436
-54%
建仓
VTES
VANGUARD WELLINGTON FD
+$290.6K
2,851
增持
PH
PARKER-HANNIFIN CORP
+$289.9K
4,694
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$281.8K
179,355
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$279.7K
237,843
+1%
建仓
CYTK
CYTOKINETICS INC
+$274.8K
5,000
清仓
DE
DEERE & CO
-$264.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$264.2K
10,192
+0%
建仓
BLTE
BELITE BIO INC
+$259.0K
3,500
增持
JNJ
JOHNSON & JOHNSON
+$249.3K
7,270
+1%
减持
CAT
CATERPILLAR INC
+$248.6K
2,902
-1%
增持
QQQI
NEOS ETF TRUST
+$246.1K
21,727
+21%
清仓
PFE
PFIZER INC
-$244.0K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$242.5K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$239.4K
14,359
+4%
增持
AMZN
AMAZON COM INC
+$238.2K
27,471
+4%
清仓
CALF
PACER FDS TR
-$236.1K
0
-100%
增持
BA
BOEING CO
+$233.8K
3,025
+51%
清仓
TGT
TARGET CORP
-$229.5K
0
-100%
增持
IWMI
NEOS ETF TRUST
+$227.0K
29,657
+11%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$223.6K
5,091
建仓
AVDE
AMERICAN CENTY ETF TR
+$219.5K
2,782
建仓
IQV
IQVIA HLDGS INC
+$218.4K
1,150
建仓
INDA
ISHARES TR
+$216.0K
4,150
清仓
ROP
ROPER TECHNOLOGIES INC
-$214.8K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$213.2K
2,838
建仓
COWG
PACER FDS TR
+$208.6K
5,747
减持
OKLO
OKLO INC
+$207.5K
3,812
-2%
建仓
FNDX
SCHWAB STRATEGIC TR
+$205.9K
7,830
建仓
MMM
3M CO
+$205.9K
1,327
建仓
SPDW
SPDR INDEX SHS FDS
+$205.7K
4,807
增持
DVY
ISHARES TR
+$205.4K
21,972
+0%
减持
RJF
RAYMOND JAMES FINL INC
+$203.1K
13,736
-3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$200.7K
1,100
清仓
CTAS
CINTAS CORP
-$200.6K
0
-100%
减持
WMB
WILLIAMS COS INC
-$177.9K
7,255
-29%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$170.7K
162,839
+9%
减持
IEMG
ISHARES INC
+$169.3K
33,236
-1%
减持
IEFA
ISHARES TR
+$150.8K
53,163
-1%
减持
AVGO
BROADCOM INC
+$142.0K
2,662
-0%
增持
QQQ
INVESCO QQQ TR
+$141.6K
1,026
+19%
减持
RTX
RTX CORPORATION
+$141.5K
7,148
-1%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$136.1K
8,802
+10%
增持
CEG
CONSTELLATION ENERGY CORP
+$132.2K
3,056
+13%
减持
ORCL
ORACLE CORP
+$130.4K
2,114
-0%
增持
HDV
ISHARES TR
+$128.6K
23,152
+0%
减持
PG
PROCTER AND GAMBLE CO
-$121.3K
9,574
-4%
增持
GCOW
PACER FDS TR
+$117.9K
18,099
+15%
减持
UPS
UNITED PARCEL SERVICE INC
-$115.8K
3,160
-16%
增持
VBR
VANGUARD INDEX FDS
+$115.6K
5,427
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$111.5K
16,129
+7%
增持
LOW
LOWES COS INC
+$110.6K
3,718
+0%
减持
KO
COCA COLA CO
-$107.0K
19,481
-1%
增持
APH
AMPHENOL CORP NEW
+$106.8K
3,217
+9%
增持
RYLD
GLOBAL X FDS
+$99.4K
92,857
+7%
减持
CVX
CHEVRON CORP NEW
-$96.8K
9,450
-14%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$94.2K
229,739
+2%
减持
WMT
WALMART INC
+$86.9K
24,713
-2%
建仓
HIO
WESTERN ASSET HIGH INCOME OP
+$85.8K
22,353
增持
XLK
SELECT SECTOR SPDR TR
+$82.0K
2,861
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$81.6K
5,747
+10%
增持
VV
VANGUARD INDEX FDS
+$78.6K
3,457
+0%
增持
EIM
EATON VANCE MUN BD FD
+$77.5K
45,883
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$75.5K
18,111
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$74.4K
11,544
-14%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$73.6K
40,019
+2%
减持
MKC
MCCORMICK & CO INC
-$73.3K
3,116
-16%
减持
PEP
PEPSICO INC
+$68.2K
26,978
-4%
减持
USMV
ISHARES TR
+$67.9K
59,701
-0%
减持
ARKK
ARK ETF TR
-$66.4K
2,441
-38%
增持
NOC
NORTHROP GRUMMAN CORP
+$65.0K
529
+3%
减持
DUK
DUKE ENERGY CORP NEW
-$64.5K
6,633
-12%
增持
SO
SOUTHERN CO
+$62.6K
15,874
+1%
减持
TJX
TJX COS INC NEW
+$61.2K
3,618
-3%
减持
—
MEDTRONIC PLC
+$60.7K
12,175
-3%
减持
VHT
VANGUARD WORLD FD
-$60.3K
5,729
-8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$59.4K
13,607
+4%
减持
NEE
NEXTERA ENERGY INC
-$56.6K
4,886
-20%
减持
AGG
ISHARES TR
+$51.9K
134,963
-1%
减持
IJR
ISHARES TR
+$49.4K
15,677
-6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$47.9K
5,003
+1%
增持
AMGN
AMGEN INC
+$45.7K
15,086
+0%
减持
MRK
MERCK & CO INC
-$43.9K
15,908
-9%
增持
—
EATON CORP PLC
+$41.9K
2,200
+1%
增持
MO
ALTRIA GROUP INC
+$39.7K
4,639
+2%
增持
VXUS
VANGUARD STAR FDS
+$39.3K
8,657
+0%
减持
IWM
ISHARES TR
+$38.6K
1,518
-0%
增持
META
META PLATFORMS INC
+$38.2K
4,648
+2%
减持
ZTS
ZOETIS INC
-$37.0K
2,221
-4%
减持
COWZ
PACER FDS TR
+$36.0K
38,028
-3%
增持
BLK
BLACKROCK INC
+$35.4K
240
+3%
增持
DIS
DISNEY WALT CO
-$35.0K
4,768
+2%
增持
VIS
VANGUARD WORLD FD
+$34.6K
2,124
+0%
增持
CSX
CSX CORP
+$34.3K
10,522
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$33.9K
2,311
-7%
增持
—
TRANE TECHNOLOGIES PLC
-$33.8K
2,584
+1%
增持
SHYD
VANECK ETF TRUST
+$32.1K
102,063
+0%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$31.8K
11,567
+1%
增持
QCOM
QUALCOMM INC
+$31.6K
3,978
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$31.6K
1,715
+2%
增持
WM
WASTE MGMT INC DEL
-$31.5K
4,893
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$29.7K
995
-12%
减持
GS
GOLDMAN SACHS GROUP INC
-$27.7K
1,470
-13%
增持
SPEM
SPDR INDEX SHS FDS
+$26.6K
6,524
+0%
减持
IWF
ISHARES TR
+$26.3K
784
-2%
减持
HYMB
SPDR SERIES TRUST
+$25.8K
188,648
-0%
减持
MSFT
MICROSOFT CORP
+$25.7K
12,679
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$25.1K
1,581
+7%
减持
BSV
VANGUARD BD INDEX FDS
-$23.8K
2,884
-10%
减持
V
VISA INC
-$23.5K
1,383
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.0K
1,126
-15%
增持
WFC
WELLS FARGO CO NEW
+$22.1K
4,763
+1%
