HALBERT HARGROVE GLOBAL ADVISORS, LLC
LONG BEACH CA · SEC CIK 0001484205
$20.72亿2026Q1 申报市值
369持仓数
84.2%前十大占比 · 第一大 15.8%
19 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WAMA 新建仓+$1.67亿
SERIES PORTFOLIO 新建仓+$7,221.39万
WISDOMTREE TR 新建仓+$5,989.67万
LRGF 加仓+$442.27万
IVV 加仓+$114.57万
2026Q1 卖出最多 按季末市值估算
IWB 减仓-$1.62亿
IWM 减仓-$7,021.98万
EFA 减仓-$3,692.75万
SPDW 减仓-$1,973.53万
USXF 清仓-$177.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FLRT | PACER FDS TR | $0 | 0.00% | 0 | -2,500 | -100.0% | -$11.78万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -848 | -100.0% | -$8.56万 | 清仓 |
| — | MEDALIST DIVERSIFIED REIT IN | $0 | 0.00% | 0 | -5,000 | -100.0% | -$6.15万 | 清仓 |
| ILCV | ISHARES TR | $0 | 0.00% | 0 | -561 | -100.0% | -$5.30万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.80万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -2,078 | -100.0% | -$3.08万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.99万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RESEARCH FRONTIERS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.97万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -331 | -100.0% | -$1.95万 | 清仓 |
| MTA | METALLA RTY & STREAMING LTD | $0 | 0.00% | 0 | -1,200 | -100.0% | -$9,336 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FMAT | FIDELITY COVINGTON TRUST | $2 | 0.00% | 0 | 0 | — | — | 清仓 |
| USXF | ISHARES TR | $8 | 0.00% | 0 | -30,757 | -100.0% | -$177.10万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $18 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $38 | 0.00% | 0 | 0 | — | — | 清仓 |
| FDLO | FIDELITY COVINGTON TRUST | $66 | 0.00% | 1 | 1 | — | $66 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $68 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $86 | 0.00% | 3 | -1 | -25.0% | -$29 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $92 | 0.00% | 2 | -2 | -50.0% | -$92 | 减仓 |
| IAGG | ISHARES TR | $101 | 0.00% | 2 | 2 | — | $101 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $146 | 0.00% | 5 | 2 | 66.7% | $58 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $149 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $150 | 0.00% | 1 | -1 | -50.0% | -$150 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $160 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $165 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $172 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $272 | 0.00% | 4 | -802 | -99.5% | -$5.45万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $337 | 0.00% | 7 | -1,081 | -99.4% | -$5.20万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $588 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $659 | 0.00% | 9 | -1 | -10.0% | -$73 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $789 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $792 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,172 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,371 | 0.00% | 18 | -193 | -91.5% | -$1.47万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $1,640 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1,682 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1,790 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2,030 | 0.00% | 42 | 42 | — | $2,030 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $2,101 | 0.00% | 3,802 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,264 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| QEFA | SPDR INDEX SHS FDS | $2,528 | 0.00% | 27 | -177 | -86.8% | -$1.66万 | 减仓 |
| IWO | ISHARES TR | $2,534 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2,764 | 0.00% | 30 | -20 | -40.0% | -$1,843 | 减仓 |
| AOM | ISHARES TR | $2,904 | 0.00% | 61 | -4 | -6.2% | -$190 | 减仓 |
| COP | CONOCOPHILLIPS | $2,904 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $2,991 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3,034 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $3,276 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $3,413 | 0.00% | 24 | 24 | — | $3,413 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $3,524 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $3,784 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3,935 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $3,942 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,159 | 0.00% | 18 | 18 | — | $4,159 | 新建仓 |
| MRK | MERCK & CO INC | $4,211 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4,272 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $4,887 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $4,967 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $5,050 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $5,128 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5,156 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $5,199 | 0.00% | 67 | -45 | -40.2% | -$3,492 | 减仓 |
| QCOM | QUALCOMM INC | $5,280 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5,440 | 0.00% | 9 | -6 | -40.0% | -$3,627 | 减仓 |
| IHI | ISHARES TR | $5,442 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $5,445 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5,551 | 0.00% | 9 | 9 | — | $5,551 | 新建仓 |
| TTE | TOTALENERGIES SE | $5,732 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,873 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $6,215 | 0.00% | 67 | 67 | — | $6,215 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $6,458 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $6,532 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $6,918 | 0.00% | 92 | 92 | — | $6,918 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $6,973 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $7,008 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7,108 | 0.00% | 51 | -25 | -32.9% | -$3,484 | 减仓 |
| EUFN | ISHARES TR | $7,145 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $7,351 | 0.00% | 66 | 25 | 61.0% | $2,784 | 加仓 |
| SAN | BANCO SANTANDER SA | $7,626 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $7,645 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $7,695 | 0.00% | 136 | 136 | — | $7,695 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,709 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $7,763 | 0.00% | 209 | 209 | — | $7,763 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $8,077 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $8,128 | 0.00% | 72 | 1 | 1.4% | $113 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $8,292 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $8,470 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,590 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9,170 | 0.00% | 226 | 119 | 111.2% | $4,828 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $9,189 | 0.00% | 150 | 150 | — | $9,189 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $9,227 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $9,442 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $9,497 | 0.00% | 253 | 0 | 0.0% | — | 不变 |