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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 66
减持 62
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.5M
110,723
-1%
增持
MSFT
MICROSOFT CORP
-$1.4M
12,561
+0%
减持
AAPL
APPLE INC
-$1.4M
51,504
-3%
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
—
EXXON MOBIL CORP
+$1.3M
27,608
-2%
减持
AMZN
AMAZON COM INC
-$1.0M
25,813
-7%
增持
VOO
VANGUARD INDEX FDS
-$941.5K
46,889
+2%
增持
ABT
ABBOTT LABORATORIES
-$809.1K
35,907
+0%
增持
VUG
VANGUARD INDEX FDS
-$775.6K
15,308
+0%
减持
CEG
CONSTELLATION ENERGY CORP
-$764.0K
1,086
-64%
减持
SCHD
SCHWAB STRATEGIC TR
+$648.8K
233,812
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$631.4K
104,004
+1%
增持
CVX
CHEVRON CORPORATION
+$609.3K
10,866
+1%
减持
MGK
VANGUARD WORLD FD
-$604.0K
8,934
-5%
减持
META
META PLATFORMS INC
-$589.2K
5,107
-4%
减持
VOT
VANGUARD INDEX FDS
-$583.4K
5,205
-24%
建仓
VDE
VANGUARD WORLD FD
+$580.3K
3,353
减持
ABBV
ABBVIE INC
-$513.5K
45,441
-0%
增持
AOK
ISHARES TR
+$506.1K
56,600
+30%
建仓
ITA
ISHARES TR
+$506.0K
2,313
增持
AOR
ISHARES TR
+$505.3K
17,500
+83%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$495.0K
4,981
-13%
增持
AOA
ISHARES TR
+$490.0K
10,800
+108%
增持
AOM
ISHARES TR
+$485.0K
31,600
+49%
减持
VGT
VANGUARD WORLD FD
-$484.4K
5,670
-4%
建仓
APG
API GROUP CORP
+$474.1K
11,700
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$455.5K
316,985
+7%
增持
TSLA
TESLA INC
-$452.2K
6,982
+3%
减持
JPM
JPMORGAN CHASE & CO
-$447.1K
9,417
-6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$411.3K
10,856
-1%
增持
AMGN
AMGEN INC
+$370.9K
15,090
+0%
减持
TCAF
T ROWE PRICE ETF INC
-$368.7K
84,310
-4%
增持
LLY
ELI LILLY & CO
-$355.2K
2,411
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$347.8K
2,561
+0%
减持
VTI
VANGUARD INDEX FDS
-$336.3K
15,559
-2%
减持
GOOGL
ALPHABET INC
-$320.4K
7,554
-5%
增持
VYMI
VANGUARD WHITEHALL FDS
+$318.6K
55,187
+2%
减持
XLE
SELECT SECTOR SPDR TR
+$314.3K
21,692
-4%
增持
JNJ
JOHNSON & JOHNSON
+$312.2K
7,247
+3%
减持
WMT
WALMART INC
+$305.0K
24,458
-0%
建仓
SYRE
SPYRE THERAPEUTICS INC
+$302.6K
6,000
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$292.8K
34,423
-13%
减持
HDV
ISHARES TR
+$280.8K
22,558
-1%
增持
JOYT
J P MORGAN EXCHANGE TRADED F
+$280.4K
12,926
+73%
减持
CAT
CATERPILLAR INC
+$273.1K
2,672
-6%
减持
PEP
PEPSICO INC
+$261.5K
26,021
-1%
清仓
IQV
IQVIA HLDGS INC
-$259.2K
0
-100%
减持
V
VISA INC
-$255.6K
2,198
-16%
清仓
OKLO
OKLO INC
-$255.0K
0
-100%
清仓
—
AVIDITY BIOSCIENCES INC
-$252.5K
0
-100%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$249.6K
3,905
清仓
NFLX
NETFLIX INC
-$246.6K
0
-100%
增持
NUV
NUVEEN MUN VALUE FD INC
+$245.1K
123,000
+29%
增持
MRK
MERCK & CO INC
+$241.2K
15,215
+1%
清仓
DHR
DANAHER CORPORATION
-$240.4K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$229.3K
163,895
-1%
清仓
INDA
ISHARES TR
-$224.3K
0
-100%
清仓
SMLV
SPDR SERIES TRUST
-$223.2K
0
-100%
减持
USMV
ISHARES TR
-$220.3K
56,032
-3%
建仓
KR
KROGER CO
+$217.1K
3,000
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$214.3K
634
清仓
MMM
3M CO
-$212.5K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$212.2K
0
-100%
建仓
TER
TERADYNE INC
+$207.5K
700
减持
DVY
ISHARES TR
+$204.7K
21,916
-1%
建仓
GD
GENERAL DYNAMICS CORP
+$204.4K
595
建仓
EQIX
EQUINIX INC
+$204.0K
208
建仓
COP
CONOCOPHILLIPS
+$200.7K
1,520
增持
FMB
FIRST TR EXCH TRADED FD III
+$197.9K
14,057
+40%
减持
GEV
GE VERNOVA INC
+$184.8K
1,085
-7%
增持
VTEB
VANGUARD MUN BD FDS
+$180.4K
46,272
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$179.2K
47,660
+13%
增持
RJF
RAYMOND JAMES FINL INC
-$176.8K
14,265
+2%
增持
QCOM
QUALCOMM INC
-$166.8K
3,974
+0%
增持
CSHI
NEOS ETF TRUST
+$164.9K
15,800
+26%
增持
VTV
VANGUARD INDEX FDS
+$163.4K
15,166
+3%
增持
SPYI
NEOS ETF TRUST
-$160.4K
81,532
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$160.0K
4,740
+64%
减持
BAC
BANK AMERICA CORP
-$157.4K
22,972
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$156.9K
4,580
+63%
减持
AVGO
BROADCOM INC
-$156.2K
2,677
-6%
建仓
AVK
ADVENT CONV & INCOME FD
+$154.0K
13,795
减持
GS
GOLDMAN SACHS GROUP INC
-$148.4K
1,328
-8%
减持
RYLD
GLOBAL X FDS
-$145.9K
70,589
-10%
增持
HD
HOME DEPOT INC
-$144.4K
9,991
+0%
减持
IVW
ISHARES TR
-$141.5K
1,800
-36%
减持
DLN
WISDOMTREE TR
-$139.7K
10,840
-14%
减持
ARGX
ARGENX SE
-$139.4K
500
-17%
减持
BABA
ALIBABA GROUP HLDG LTD
-$129.8K
3,370
-11%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$121.6K
115,424
+3%
增持
VXUS
VANGUARD STAR FDS
+$117.9K
13,009
+11%
增持
IVV
ISHARES TR
+$115.8K
667
+43%
减持
KO
COCA COLA CO
+$115.8K
19,431
-0%
增持
—
MEDTRONIC PLC
-$114.6K
12,176
+0%
增持
WM
WASTE MGMT INC DEL
+$113.8K
5,222
+6%
减持
AGG
ISHARES TR
-$113.1K
139,356
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$111.7K
77,367
+2%
增持
COWZ
PACER FDS TR
+$103.1K
38,002
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$103.1K
11,313
-1%
减持
—
NEBIUS GROUP N.V.
+$101.3K
5,469
-2%
增持
—
EATON CORP PLC
+$100.1K
2,239
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$98.6K
1,450
+2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$96.1K
60,809
-2%
增持
GCOW
PACER FDS TR
+$92.5K
18,058
+0%
增持
NLR
VANECK ETF TRUST
+$92.1K
4,996
+8%
减持
DIS
DISNEY WALT CO
-$91.1K
4,585
-2%
增持
COWG
PACER FDS TR
+$89.3K
8,645
+50%
减持
IJH
ISHARES TR
-$89.0K
53,444
-5%
增持
VHT
VANGUARD WORLD FD
-$85.8K
5,840
+0%
减持
EIM
EATON VANCE MUN BD FD
-$84.1K
20,176
-30%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$83.2K
140,264
-7%
减持
WMB
WILLIAMS COS INC
+$76.7K
6,976
-3%
增持
ORCL
ORACLE CORP
-$76.4K
2,149
+7%
减持
ZTS
ZOETIS INC
-$76.0K
1,721
-23%
增持
RTX
RTX CORPORATION
+$75.1K
7,193
+1%
增持
VBR
VANGUARD INDEX FDS
+$74.9K
5,341
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$71.2K
578
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$67.1K
1,745
+42%
减持
VV
VANGUARD INDEX FDS
-$66.9K
3,497
-1%
减持
VO
VANGUARD INDEX FDS
-$66.3K
10,941
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$63.6K
5,748
+0%
减持
APH
AMPHENOL CORP
-$63.5K
2,726
-10%
增持
SDY
SPDR SERIES TRUST
+$60.5K
8,777
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$60.2K
531
+0%
增持
MA
MASTERCARD INCORPORATED
-$60.0K
848
+0%
增持
NEE
NEXTERA ENERGY INC
+$59.8K
4,729
+0%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$54.5K
9,605
+3%
减持
SMMV
ISHARES TR
-$53.8K
7,654
-14%
减持
IJR
ISHARES TR
-$52.3K
15,058
-6%
增持
DIA
STATE STR SPDR DOW JONES IND
-$49.5K
3,038
+0%
减持
IEMG
ISHARES INC
+$46.8K
33,156
-2%
建仓
—
TERRA INNOVATUM GLOBAL NV
+$46.4K
10,000
减持
GILD
GILEAD SCIENCES INC
+$44.5K
3,786
-4%
减持
IWMI
NEOS ETF TRUST
-$42.8K
31,148
-0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$40.3K
13,011
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$38.0K
18,113
+3%
增持
QQQI
NEOS ETF TRUST
-$27.1K
23,600
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$25.2K
9,719
-5%
增持
SPYD
SPDR SERIES TRUST
+$25.1K
9,926
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
-$21.1K
12,437
+0%
增持
GE
GE AEROSPACE
-$20.4K
849
+0%
减持
LOW
LOWES COS INC
-$20.2K
3,715
-0%
减持
VIS
VANGUARD WORLD FD
+$20.1K
2,095
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$19.6K
4,002
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$18.0K
4,832
+3%
增持
HYMB
SPDR SERIES TRUST
-$17.2K
186,892
+0%
减持
IEFA
ISHARES TR
+$16.6K
53,045
-1%
增持
DIVO
AMPLIFY ETF TR
+$15.6K
8,679
+3%
增持
WFC
WELLS FARGO & CO
-$13.9K
5,234
+13%
增持
GPIX
GOLDMAN SACHS ETF TR
-$13.9K
41,368
+5%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$12.6K
20,000
-0%
