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Hibernia Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hibernia Wealth Partners, LLC
报告期 2026-03-31 · CIK 1950637
持仓数
122
前50大市值合计
$314.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 120 项
建仓 39
增持 42
减持 9
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$28.0M
597,374
+105%
增持
SPY
SPDR S&P 500 ETF TR
+$22.4M
75,623
+110%
增持
DIVO
AMPLIFY ETF TR
+$14.4M
636,102
+143%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
+$14.2M
796,512
+153%
增持
XLSR
SSGA ACTIVE TR
+$12.0M
436,229
+114%
增持
FISR
SSGA ACTIVE TR
+$10.1M
741,602
+118%
增持
SPSM
SPDR SER TR
+$4.4M
242,448
+83%
增持
USMV
ISHARES TR
+$3.1M
74,459
+100%
增持
GLD
SPDR GOLD TR
+$2.9M
24,322
+117%
增持
JNK
SPDR SER TR
+$2.8M
52,895
+131%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.6M
71,381
+57%
增持
EBND
SPDR SER TR
+$2.3M
216,688
+117%
增持
TIPX
SPDR SER TR
+$2.1M
232,681
+100%
增持
SPAB
SPDR SER TR
+$1.8M
134,012
+119%
增持
SPMD
SPDR SER TR
+$1.7M
89,650
+65%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
206,372
+31%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.5M
68,710
+116%
增持
BILS
SPDR SER TR
+$1.5M
24,230
+174%
增持
QQQ
INVESCO QQQ TR
+$1.4M
5,384
+109%
增持
EMHC
SPDR SER TR
+$1.1M
74,164
+180%
增持
MSFT
MICROSOFT CORP
+$1.0M
3,043
+291%
增持
IVV
ISHARES TR
+$947.7K
2,652
+177%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$883.5K
32,252
+67%
清仓
SYY
SYSCO CORP
-$796.9K
0
-100%
清仓
EZM
WISDOMTREE TR
-$700.2K
0
-100%
增持
GWX
SPDR INDEX SHS FDS
+$662.6K
62,134
+54%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$658.1K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$646.6K
20,411
+128%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$639.8K
0
-100%
增持
SPTI
SPDR SER TR
+$638.7K
33,769
+209%
清仓
CFA
VICTORY PORTFOLIOS II
-$630.6K
0
-100%
清仓
HWC
HANCOCK WHITNEY CORPORATION
-$582.5K
0
-100%
增持
SPTL
SPDR SER TR
+$554.8K
45,211
+87%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$539.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$529.1K
1,730
-55%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$528.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$515.5K
9,731
+1180%
增持
SMLF
ISHARES TR
+$500.1K
16,981
+100%
建仓
AVGO
BROADCOM INC
+$496.1K
310
增持
DSTL
ETF SER SOLUTIONS
+$495.8K
19,218
+111%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$466.4K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$461.2K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$442.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$436.9K
4,501
+166%
增持
—
TORM PLC
+$416.2K
19,882
+96%
建仓
MCD
MCDONALDS CORP
+$403.8K
1,586
建仓
MA
MASTERCARD INCORPORATED
+$399.7K
906
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$396.6K
975
建仓
AMZN
AMAZON COM INC
+$388.6K
2,011
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$379.3K
2,078
增持
PG
PROCTER AND GAMBLE CO
+$379.2K
4,040
+128%
建仓
QUAL
ISHARES TR
+$371.4K
2,175
建仓
SMMV
ISHARES TR
+$368.0K
9,869
清仓
DFUS
DIMENSIONAL ETF TRUST
-$355.1K
0
-100%
增持
AGG
ISHARES TR
+$353.8K
7,288
+102%
清仓
RTX
RTX CORPORATION
-$334.1K
0
-100%
清仓
IJH
ISHARES TR
-$326.7K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$326.2K
845
增持
EEMV
ISHARES INC
+$324.9K
11,201
+101%
建仓
—
ACCENTURE PLC IRELAND
+$310.5K
1,023
增持
SLV
ISHARES SILVER TR
+$305.9K
20,130
+100%
建仓
NEE
NEXTERA ENERGY INC
+$301.1K
4,252
清仓
DFAI
DIMENSIONAL ETF TRUST
-$299.5K
0
-100%
建仓
HD
HOME DEPOT INC
+$294.2K
854
建仓
ABBV
ABBVIE INC
+$293.1K
1,710
建仓
—
EXXON MOBIL CORP
+$290.3K
2,522
增持
EFAV
ISHARES TR
+$284.5K
8,334
+101%
建仓
ROP
ROPER TECHNOLOGIES INC
+$282.6K
501
建仓
CODI
COMPASS DIVERSIFIED
+$281.5K
12,860
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$280.7K
0
-100%
增持
MLPA
GLOBAL X FDS
+$278.5K
11,399
+100%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$275.3K
3,683
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$274.8K
1,581
建仓
SCHW
SCHWAB CHARLES CORP
+$273.9K
3,717
清仓
VBR
VANGUARD INDEX FDS
-$271.3K
0
-100%
建仓
—
LINDE PLC
+$265.5K
606
建仓
SDOG
ALPS ETF TR
+$260.8K
4,935
建仓
GOOGL
ALPHABET INC
+$258.4K
1,418
建仓
DGRO
ISHARES TR
+$258.1K
4,480
建仓
WMT
WALMART INC
+$254.7K
3,761
增持
ITOT
ISHARES TR
+$252.4K
4,056
+104%
清仓
XSOE
WISDOMTREE TR
-$251.8K
0
-100%
减持
AAPL
APPLE INC
-$251.3K
5,642
-33%
建仓
IUSB
ISHARES TR
+$248.8K
5,503
清仓
CFO
VICTORY PORTFOLIOS II
-$246.7K
0
-100%
清仓
IUSG
ISHARES TR
-$245.1K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$242.4K
1,048
建仓
TJX
TJX COS INC NEW
+$238.3K
2,165
减持
JPM
JPMORGAN CHASE & CO.
-$235.3K
2,421
-33%
清仓
TXN
TEXAS INSTRS INC
-$235.2K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$234.7K
0
-100%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$231.9K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$229.6K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$228.8K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$228.3K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$225.3K
1,159
建仓
LNG
CHENIERE ENERGY INC
+$222.7K
1,274
清仓
TSLA
TESLA INC
-$222.6K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$217.0K
0
-100%
建仓
IVW
ISHARES TR
+$215.9K
2,333
建仓
ZTS
ZOETIS INC
+$212.9K
1,228
建仓
MRSH
MARSH & MCLENNAN COS INC
+$212.0K
1,007
建仓
ELV
ELEVANCE HEALTH INC
+$211.4K
391
建仓
PLD
PROLOGIS INC.
+$209.9K
1,870
减持
VOO
VANGUARD INDEX FDS
-$205.8K
438
-50%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$202.7K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$201.9K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$200.4K
772
建仓
IEMG
ISHARES INC
+$200.2K
3,739
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$174.8K
4,768
-48%
增持
VB
VANGUARD INDEX FDS
+$144.0K
3,465
+30%
减持
GSBD
GOLDMAN SACHS BDC INC
-$123.6K
47,949
-15%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$116.0K
6,682
-25%
减持
IEFA
ISHARES TR
-$111.6K
4,172
-25%
增持
UNH
UNITEDHEALTH GROUP INC
+$108.5K
766
+35%
建仓
—
SIRIUS XM HOLDINGS INC
+$38.3K
13,540
增持
—
EATON CORP PLC
+$22.6K
831
+9%
减持
VO
VANGUARD INDEX FDS
-$21.9K
2,549
-0%
建仓
NAK
NORTHERN DYNASTY MINERALS LT
+$4.7K
15,000
建仓
—
BRIGHT GREEN CORP
+$2.9K
11,474
