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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 106 项
建仓 2
增持 1
减持 46
清仓 57
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$25.9M
267,627
-51%
减持
DIVO
AMPLIFY ETF TR
-$17.1M
410,234
-51%
减持
SPY
SPDR S&P 500 ETF TR
-$15.8M
29,215
-50%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
-$14.5M
519,808
-48%
减持
XLSR
SSGA ACTIVE TR
-$10.0M
219,325
-48%
减持
FISR
SSGA ACTIVE TR
-$8.7M
351,293
-49%
减持
JNK
SPDR SERIES TRUST
-$5.5M
63,267
-47%
减持
GLD
SPDR GOLD TR
-$3.9M
16,119
-49%
减持
BILS
SPDR SERIES TRUST
-$3.6M
39,910
-47%
减持
USMV
ISHARES TR
-$3.5M
38,162
-50%
减持
SPSM
SPDR SERIES TRUST
-$3.1M
91,029
-47%
减持
EBND
SPDR SERIES TRUST
-$2.2M
106,817
-49%
减持
SPIB
SPDR SERIES TRUST
-$2.1M
69,209
-48%
减持
SPMD
SPDR SERIES TRUST
-$2.1M
45,203
-48%
减持
TIPX
SPDR SERIES TRUST
-$1.7M
86,426
-51%
减持
MSFT
MICROSOFT CORP
-$1.5M
1,531
-67%
减持
QQQ
INVESCO QQQ TR
-$1.4M
3,567
-44%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.3M
36,082
-47%
减持
SPAB
SPDR SERIES TRUST
-$1.2M
38,862
-55%
减持
EMHC
SPDR SERIES TRUST
-$1.2M
56,041
-47%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$809.5K
41,020
-30%
减持
AAPL
APPLE INC
-$798.7K
2,385
-65%
减持
AVGO
BROADCOM INC
-$697.7K
1,026
-73%
减持
CVX
CHEVRON CORP NEW
-$660.9K
3,014
-62%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$649.8K
5,493
-67%
建仓
SNTH
TIDAL TRUST III
+$646.1K
21,284
减持
IVV
ISHARES TR
-$632.6K
1,021
-52%
减持
DSTL
ETF SER SOLUTIONS
-$611.7K
11,787
-50%
清仓
WMT
WALMART INC
-$587.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$551.8K
1,668
-55%
减持
SMLF
ISHARES TR
-$535.1K
9,046
-49%
减持
SPDW
SPDR INDEX SHS FDS
-$533.7K
18,809
-43%
清仓
MA
MASTERCARD INCORPORATED
-$503.0K
0
-100%
减持
GSBD
GOLDMAN SACHS BDC INC
-$451.5K
23,116
-62%
减持
VB
VANGUARD INDEX FDS
-$430.7K
2,048
-49%
清仓
ABT
ABBOTT LABS
-$428.1K
0
-100%
清仓
META
META PLATFORMS INC
-$426.8K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$426.5K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$421.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$414.6K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$412.1K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$410.3K
0
-100%
清仓
ABBV
ABBVIE INC
-$400.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$395.2K
808
-63%
清仓
LOW
LOWES COS INC
-$387.4K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$381.0K
0
-100%
清仓
SMMV
ISHARES TR
-$375.4K
0
-100%
清仓
—
EATON CORP PLC
-$370.3K
0
-100%
减持
AMZN
AMAZON COM INC
-$367.3K
2,167
-43%
清仓
HON
HONEYWELL INTL INC
-$363.4K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$360.2K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$358.0K
1,295
-51%
清仓
IEFA
ISHARES TR
-$353.7K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$348.7K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$348.1K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$343.5K
0
-100%
清仓
PECO
PHILLIPS EDISON & CO INC
-$338.5K
0
-100%
减持
EFAV
ISHARES TR
-$335.4K
4,027
-50%
清仓
SPGI
S&P GLOBAL INC
-$334.4K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$332.1K
0
-100%
减持
EEMV
ISHARES INC
-$328.0K
5,311
-50%
清仓
LNG
CHENIERE ENERGY INC
-$327.8K
0
-100%
清仓
—
LINDE PLC
-$326.3K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$320.5K
0
-100%
清仓
IJH
ISHARES TR
-$316.4K
0
-100%
清仓
GOOGL
ALPHABET INC
-$316.1K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$314.4K
0
-100%
建仓
QQQI
NEOS ETF TRUST
+$314.3K
5,799
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$312.6K
4,516
-50%
减持
SLV
ISHARES SILVER TR
-$302.2K
12,997
-50%
清仓
VOO
VANGUARD INDEX FDS
-$300.4K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$298.7K
0
-100%
清仓
TJX
TJX COS INC NEW
-$298.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$290.5K
5,988
+68%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$285.4K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$278.5K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$270.5K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$265.6K
0
-100%
清仓
ZTS
ZOETIS INC
-$263.9K
0
-100%
清仓
V
VISA INC
-$259.9K
0
-100%
清仓
CAT
CATERPILLAR INC
-$256.4K
0
-100%
清仓
IFN
INDIA FD INC
-$248.3K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$248.1K
0
-100%
清仓
IEMG
ISHARES INC
-$239.4K
0
-100%
减持
ITOT
ISHARES TR
-$237.6K
2,142
-47%
减持
VTI
VANGUARD INDEX FDS
-$237.5K
814
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$236.6K
595
-46%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$236.1K
0
-100%
清仓
T
AT&T INC
-$227.9K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$226.7K
0
-100%
清仓
PLD
PROLOGIS INC.
-$221.4K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$215.3K
0
-100%
清仓
AMZA
ETFIS SER TR I
-$215.1K
0
-100%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$214.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$214.6K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$207.5K
0
-100%
清仓
SDOG
ALPS ETF TR
-$205.4K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$204.5K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$203.9K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$200.5K
1,043
-50%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$192.3K
3,557
-50%
减持
GWX
SPDR INDEX SHS FDS
-$148.5K
5,534
-45%
减持
NVDA
NVIDIA CORPORATION
-$112.4K
3,309
-27%
清仓
CODI
COMPASS DIVERSIFIED
-$80.8K
0
-100%
清仓
—
FUBOTV INC
-$60.8K
0
-100%
清仓
NAK
NORTHERN DYNASTY MINERALS LT
-$20.1K
0
-100%