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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 125 项
建仓 40
增持 52
减持 28
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DIVO
AMPLIFY ETF TR
+$5.2M
724,871
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$4.6M
79,784
+6%
增持
BIL
SPDR SER TR
+$3.9M
639,683
+7%
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
+$3.2M
876,250
+10%
增持
AAPL
APPLE INC
+$1.7M
12,605
+123%
增持
SPSM
SPDR SER TR
+$1.7M
258,318
+7%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.1M
59,811
-16%
增持
SPMD
SPDR SER TR
+$999.1K
102,373
+14%
增持
GLD
SPDR GOLD TR
+$989.0K
25,584
+5%
增持
XLSR
SSGA ACTIVE TR
+$913.7K
445,909
+2%
增持
VTI
VANGUARD INDEX FDS
+$794.3K
4,439
+157%
建仓
SYY
SYSCO CORP
+$779.6K
9,988
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$742.8K
17,877
增持
JPM
JPMORGAN CHASE & CO.
+$701.1K
5,648
+133%
建仓
EZM
WISDOMTREE TR
+$690.6K
11,078
建仓
VTV
VANGUARD INDEX FDS
+$687.1K
3,936
建仓
HWC
HANCOCK WHITNEY CORPORATION
+$668.5K
13,064
建仓
CFA
VICTORY PORTFOLIOS II
+$656.0K
7,615
建仓
BND
VANGUARD BD INDEX FDS
+$649.0K
8,640
增持
VEA
VANGUARD TAX-MANAGED FDS
+$642.2K
18,414
+176%
增持
BILS
SPDR SER TR
+$638.5K
30,582
+26%
增持
VO
VANGUARD INDEX FDS
+$622.1K
4,697
+84%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$620.7K
15,639
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$576.4K
12,670
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$557.9K
9,423
增持
USMV
ISHARES TR
+$555.2K
74,543
+0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$550.7K
22,278
-31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$514.7K
15,117
+217%
建仓
VUG
VANGUARD INDEX FDS
+$506.2K
1,318
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$501.0K
4,547
建仓
DFUS
DIMENSIONAL ETF TRUST
+$492.9K
7,925
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$487.2K
6,216
减持
FISR
SSGA ACTIVE TR
+$485.4K
727,539
-2%
建仓
TSLA
TESLA INC
+$469.9K
1,796
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$467.8K
29,138
+43%
增持
VOO
VANGUARD INDEX FDS
+$458.8K
1,284
+193%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$455.0K
14,316
建仓
VBR
VANGUARD INDEX FDS
+$446.5K
2,224
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$435.4K
8,660
建仓
RTX
RTX CORPORATION
+$422.8K
3,490
增持
UNH
UNITEDHEALTH GROUP INC
+$412.9K
1,373
+79%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$392.1K
1,398
建仓
SBUX
STARBUCKS CORP
+$379.0K
3,887
增持
VB
VANGUARD INDEX FDS
+$376.3K
4,772
+38%
建仓
IJH
ISHARES TR
+$367.0K
5,890
增持
JNK
SPDR SER TR
+$354.2K
54,610
+3%
增持
NVDA
NVIDIA CORPORATION
+$352.4K
12,801
+32%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$334.2K
3,991
建仓
VOE
VANGUARD INDEX FDS
+$329.8K
1,967
增持
EBND
SPDR SER TR
+$326.9K
217,987
+1%
建仓
VV
VANGUARD INDEX FDS
+$304.4K
1,156
增持
IEFA
ISHARES TR
+$290.0K
7,598
+82%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$283.8K
2,371
建仓
IUSG
ISHARES TR
+$279.4K
2,118
增持
EMHC
SPDR SER TR
+$278.0K
81,440
+10%
清仓
GSUS
GOLDMAN SACHS ETF TR
-$275.3K
0
-100%
增持
GSBD
GOLDMAN SACHS BDC INC
+$266.0K
71,704
+50%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$256.4K
3,185
建仓
DFAC
DIMENSIONAL ETF TRUST
+$246.9K
7,200
建仓
CFO
VICTORY PORTFOLIOS II
+$237.7K
3,407
建仓
DUHP
DIMENSIONAL ETF TRUST
+$235.9K
6,924
建仓
FPXI
FIRST TR EXCHANGE TRADED FD
+$230.3K
4,761
减持
GWX
SPDR INDEX SHS FDS
-$228.3K
51,095
-18%
增持
—
EATON CORP PLC
+$222.0K
1,456
+75%
建仓
CAT
CATERPILLAR INC
+$214.5K
549
建仓
SPGI
S&P GLOBAL INC
+$214.4K
415
清仓
ELV
ELEVANCE HEALTH INC
-$211.4K
0
-100%
建仓
XSOE
WISDOMTREE TR
+$209.0K
6,328
建仓
PM
PHILIP MORRIS INTL INC
+$205.2K
1,691
建仓
ABT
ABBOTT LABS
+$204.4K
1,793
建仓
CL
COLGATE PALMOLIVE CO
+$203.5K
1,960
建仓
CMCSA
COMCAST CORP NEW
+$203.4K
4,872
清仓
IEMG
ISHARES INC
-$200.2K
0
-100%
增持
SPTI
SPDR SER TR
+$182.9K
38,851
+15%
增持
MSFT
MICROSOFT CORP
+$170.2K
3,556
+17%
增持
SLV
ISHARES SILVER TR
+$169.0K
24,774
+23%
增持
DSTL
ETF SER SOLUTIONS
+$162.0K
20,264
+5%
减持
TIPX
SPDR SER TR
-$148.0K
219,099
-6%
减持
SPAB
SPDR SER TR
-$138.5K
123,334
-8%
增持
QQQ
INVESCO QQQ TR
+$108.6K
5,507
+2%
增持
SMLF
ISHARES TR
+$88.7K
17,001
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$85.1K
195,013
-6%
增持
MCD
MCDONALDS CORP
+$82.3K
1,598
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$78.4K
1,032
+6%
增持
IUSB
ISHARES TR
+$54.9K
6,447
+17%
减持
MSI
MOTOROLA SOLUTIONS INC
-$54.6K
604
-29%
增持
HD
HOME DEPOT INC
+$54.0K
859
+1%
增持
—
TORM PLC
-$53.7K
20,974
+5%
增持
SRLN
SSGA ACTIVE ETF TR
+$46.9K
69,907
+2%
增持
ABBV
ABBVIE INC
+$45.8K
1,718
+0%
减持
IVV
ISHARES TR
+$45.4K
2,595
-2%
减持
EFAV
ISHARES TR
+$44.2K
8,112
-3%
减持
WMT
WALMART INC
+$42.9K
3,685
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$39.5K
3,616
-3%
减持
NEE
NEXTERA ENERGY INC
+$39.3K
4,026
-5%
增持
AGG
ISHARES TR
+$39.0K
7,370
+1%
清仓
—
SIRIUS XM HOLDINGS INC
-$38.3K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
+$36.6K
1,126
-3%
增持
SMMV
ISHARES TR
+$35.2K
9,882
+0%
减持
MA
MASTERCARD INCORPORATED
+$34.9K
880
-3%
减持
AXP
AMERICAN EXPRESS CO
+$32.8K
1,016
-3%
减持
—
ACCENTURE PLC IRELAND
+$32.1K
969
-5%
减持
EEMV
ISHARES INC
+$30.3K
10,703
-4%
增持
ITOT
ISHARES TR
+$29.2K
4,066
+0%
减持
SDOG
ALPS ETF TR
+$29.1K
4,915
-0%
增持
CVX
CHEVRON CORP NEW
-$28.7K
4,587
+2%
减持
PG
PROCTER AND GAMBLE CO
+$28.3K
4,010
-1%
建仓
—
FUBOTV INC
+$27.5K
19,354
增持
DGRO
ISHARES TR
+$25.6K
4,526
+1%
增持
AMZN
AMAZON COM INC
+$24.1K
2,215
+10%
减持
PLD
PROLOGIS INC.
+$21.2K
1,830
-2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$19.6K
782
+1%
增持
AVGO
BROADCOM INC
-$19.5K
2,763
+791%
减持
QUAL
ISHARES TR
+$16.2K
2,162
-1%
增持
GOOGL
ALPHABET INC
+$14.2K
1,643
+16%
减持
—
LINDE PLC
+$13.0K
585
-3%
增持
—
EXXON MOBIL CORP
+$12.4K
2,583
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.0K
1,519
-4%
减持
TJX
TJX COS INC NEW
+$10.7K
2,119
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$8.4K
522
+4%
减持
MRSH
MARSH & MCLENNAN COS INC
+$5.8K
977
-3%
减持
IVW
ISHARES TR
-$5.1K
2,203
-6%
增持
MLPA
GLOBAL X FDS
-$4.8K
11,422
+0%
清仓
—
BRIGHT GREEN CORP
-$2.9K
0
-100%
减持
SPTL
SPDR SER TR
-$662
42,317
-6%
