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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 67
减持 60
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AOK
ISHARES TR
+$1.8M
43,650
增持
VOO
VANGUARD INDEX FDS
+$1.6M
46,178
+4%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.2M
295,837
+11%
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
MGK
VANGUARD WORLD FD
+$1.2M
9,416
+40%
增持
SPYI
NEOS ETF TRUST
+$1.2M
79,680
+38%
建仓
AOM
ISHARES TR
+$1.0M
21,200
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$893.8K
151,046
-34%
增持
VOT
VANGUARD INDEX FDS
+$870.3K
6,888
+92%
增持
GOOG
ALPHABET INC
+$788.6K
9,863
+4%
减持
COST
COSTCO WHSL CORP NEW
-$766.2K
2,556
-20%
减持
AAPL
APPLE INC
+$758.4K
53,146
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$722.2K
166,298
-7%
增持
AMGN
AMGEN INC
+$681.2K
15,088
+0%
清仓
—
KELLANOVA
-$634.7K
0
-100%
增持
MINO
PIMCO ETF TR
+$633.5K
20,000
+232%
建仓
CSHI
NEOS ETF TRUST
+$621.6K
12,500
建仓
AOR
ISHARES TR
+$620.8K
9,550
减持
HD
HOME DEPOT INC
-$617.1K
9,969
-0%
增持
GOOGL
ALPHABET INC
+$587.2K
7,964
+2%
建仓
NLR
VANECK ETF TRUST
+$573.4K
4,616
增持
VTEB
VANGUARD MUN BD FDS
+$531.3K
42,317
+33%
减持
MSFT
MICROSOFT CORP
-$518.2K
12,508
-1%
减持
HUBS
HUBSPOT INC
-$510.7K
6,420
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$508.9K
112,353
+7%
增持
GEV
GE VERNOVA INC
+$484.8K
1,167
+158%
增持
VYM
VANGUARD WHITEHALL FDS
+$475.8K
102,923
+1%
建仓
AOA
ISHARES TR
+$465.7K
5,200
增持
V
VISA INC
+$447.8K
2,623
+90%
减持
LLY
ELI LILLY & CO
+$441.7K
2,394
-14%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$418.1K
42,353
+24%
增持
AGG
ISHARES TR
+$416.8K
139,637
+3%
增持
—
EXXON MOBIL CORP
+$413.9K
28,157
+7%
清仓
SRLN
SSGA ACTIVE ETF TR
-$409.6K
0
-100%
建仓
JOYT
J P MORGAN EXCHANGE TRADED F
+$406.8K
7,476
增持
AMZN
AMAZON COM INC
+$389.1K
27,818
+1%
增持
VTI
VANGUARD INDEX FDS
+$381.0K
15,891
+5%
增持
VYMI
VANGUARD WHITEHALL FDS
+$355.4K
54,248
+1%
增持
NFLX
NETFLIX INC
-$338.5K
2,630
+439%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$316.4K
34,500
+77%
增持
ABT
ABBOTT LABS
-$310.3K
35,882
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$303.4K
20,047
+43%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$301.8K
1,862
-24%
清仓
VTES
VANGUARD WELLINGTON FD
-$290.6K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$287.4K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER INC
+$276.3K
3,720
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$266.8K
0
-100%
减持
USMV
ISHARES TR
-$263.3K
57,526
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$254.1K
76,214
-0%
建仓
JAAA
JANUS DETROIT STR TR
+$254.1K
5,024
减持
MRK
MERCK & CO INC
+$253.8K
15,096
-5%
建仓
—
AVIDITY BIOSCIENCES INC
+$252.5K
3,500
增持
VXUS
VANGUARD STAR FDS
+$249.3K
11,734
+36%
增持
VIGI
VANGUARD WHITEHALL FDS
+$247.3K
57,121
+3%
增持
VGT
VANGUARD WORLD FD
+$240.7K
5,891
+5%
减持
CAT
CATERPILLAR INC
+$235.1K
2,828
-3%
增持
NUV
NUVEEN MUN VALUE FD INC
+$232.1K
95,000
+36%
建仓
IBB
ISHARES TR
+$227.8K
1,350
建仓
XBI
SPDR SERIES TRUST
+$221.9K
1,820
减持
IYRI
NEOS ETF TRUST
-$219.8K
15,799
-19%
建仓
TGT
TARGET CORP
+$218.2K
2,232
减持
BA
BOEING CO
-$217.6K
2,005
-34%
清仓
ARKK
ARK ETF TR
-$210.7K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$202.6K
0
-100%
清仓
KR
KROGER CO
-$202.2K
0
-100%
减持
ORCL
ORACLE CORP
-$202.0K
2,014
-5%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$200.7K
0
-100%
减持
RYLD
GLOBAL X FDS
-$196.2K
78,513
-15%
增持
FDVV
FIDELITY COVINGTON TRUST
+$191.5K
19,229
+19%
建仓
GUG
GUGGENHEIM ACTIVE ALLOC FD
+$189.7K
12,373
增持
VHT
VANGUARD WORLD FD
+$189.1K
5,823
+2%
减持
WMT
WALMART INC
+$187.8K
24,546
-1%
增持
CSCO
CISCO SYS INC
+$186.2K
13,684
+8%
增持
TCAF
T ROWE PRICE ETF INC
+$182.8K
88,154
+4%
增持
VO
VANGUARD INDEX FDS
+$181.8K
11,054
+7%
增持
TSLA
TESLA INC
+$175.8K
6,777
+5%
减持
EIM
EATON VANCE MUN BD FD
-$174.8K
28,904
-37%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$173.4K
12,405
+28%
增持
SPY
SPDR S&P 500 ETF TR
+$172.8K
10,956
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$172.1K
3,770
-7%
增持
CVX
CHEVRON CORP NEW
+$171.3K
10,753
+14%
减持
OKLO
OKLO INC
-$170.5K
3,554
-7%
增持
VB
VANGUARD INDEX FDS
+$165.9K
6,311
+10%
增持
IJH
ISHARES TR
+$160.4K
56,031
+3%
增持
—
NEBIUS GROUP N.V.
-$157.8K
5,569
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$145.4K
5,763
-13%
增持
IEFA
ISHARES TR
+$143.9K
53,494
+1%
减持
ABBV
ABBVIE INC
-$142.6K
45,501
-0%
增持
VTV
VANGUARD INDEX FDS
+$134.4K
14,725
+3%
减持
UNP
UNION PAC CORP
-$133.8K
1,742
-23%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$130.0K
39,352
-2%
增持
IAT
ISHARES TR
+$129.0K
9,140
+28%
增持
RJF
RAYMOND JAMES FINL INC
-$128.6K
13,963
+2%
增持
GPIX
GOLDMAN SACHS ETF TR
+$126.9K
39,468
+5%
减持
DLN
WISDOMTREE TR
-$126.0K
12,580
-11%
增持
RTX
RTX CORPORATION
+$116.4K
7,156
+0%
减持
IVW
ISHARES TR
-$113.6K
2,800
-26%
减持
JNJ
JOHNSON & JOHNSON
+$111.2K
7,051
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$110.6K
1,418
-10%
增持
AVGO
BROADCOM INC
+$106.5K
2,845
+7%
减持
GS
GOLDMAN SACHS GROUP INC
+$101.0K
1,446
-2%
增持
META
META PLATFORMS INC
+$97.8K
5,319
+14%
增持
PG
PROCTER AND GAMBLE CO
+$93.7K
10,918
+14%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$92.9K
3,031
+3%
增持
USHY
ISHARES TR
+$91.3K
46,945
+7%
减持
COWZ
PACER FDS TR
+$88.8K
37,797
-1%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$80.6K
12,905
+12%
增持
IWMI
NEOS ETF TRUST
+$78.6K
31,208
+5%
减持
FMB
FIRST TR EXCH TRADED FD III
-$75.9K
10,056
-14%
增持
IEMG
ISHARES INC
+$74.9K
33,707
+1%
增持
NVDA
NVIDIA CORPORATION
+$74.2K
111,577
+0%
减持
SMMV
ISHARES TR
-$68.1K
8,947
-15%
减持
CEG
CONSTELLATION ENERGY CORP
+$61.6K
3,021
-1%
增持
IJR
ISHARES TR
+$61.2K
16,011
+2%
减持
CAH
CARDINAL HEALTH INC
+$60.8K
1,900
-10%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$60.8K
62,203
-1%
减持
HDV
ISHARES TR
-$54.2K
22,866
-1%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$53.1K
7,951
+14%
减持
UPS
UNITED PARCEL SERVICE INC
-$52.6K
2,131
-33%
减持
HYMB
SPDR SERIES TRUST
-$50.9K
186,534
-1%
减持
HIO
WESTERN ASSET HIGH INCOME OP
-$48.5K
10,062
-55%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$48.4K
1,255
-9%
增持
VV
VANGUARD INDEX FDS
+$47.7K
3,533
+2%
减持
VBR
VANGUARD INDEX FDS
-$47.3K
5,125
-6%
减持
MCD
MCDONALDS CORP
-$47.3K
1,598
-9%
减持
SHYD
VANECK ETF TRUST
-$46.3K
100,000
-2%
减持
MO
ALTRIA GROUP INC
-$44.2K
4,549
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$42.5K
11,413
-1%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$41.1K
9,335
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$40.3K
17,503
-3%
减持
T
AT&T INC
-$36.6K
10,230
-1%
增持
LOW
LOWES COS INC
-$36.5K
3,723
+0%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$35.3K
151,790
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$31.4K
237,862
+0%
减持
WFC
WELLS FARGO CO NEW
+$31.3K
4,620
-3%
减持
VUG
VANGUARD INDEX FDS
-$31.2K
15,295
-2%
减持
WMB
WILLIAMS COS INC
-$28.6K
7,171
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$27.5K
13,337
-2%
减持
GCOW
PACER FDS TR
+$25.4K
18,012
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$22.4K
1,172
-2%
增持
QQQI
NEOS ETF TRUST
+$22.2K
22,277
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.1K
4,136
-24%
减持
IWM
ISHARES TR
-$21.9K
1,403
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$20.9K
5,747
+101%
增持
NOC
NORTHROP GRUMMAN CORP
-$19.9K
530
+0%
减持
SMLV
SPDR SERIES TRUST
-$19.4K
1,702
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$18.9K
575
-3%
减持
QCOM
QUALCOMM INC
+$16.8K
3,968
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.2K
1,227
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.6K
4,669
+1%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$13.4K
22,312
+0%
