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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $5.27万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.43万 | 0.00% | 62 | -3 | -4.6% | -$2,630 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.55万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $5.58万 | 0.00% | 750 | 131 | 21.2% | $9,746 | 加仓 |
| SMH | VANECK ETF TRUST | $5.73万 | 0.00% | 149 | -2 | -1.3% | -$769 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5.76万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $5.78万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $5.79万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.80万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $5.81万 | 0.00% | 2,100 | 100 | 5.0% | $2,765 | 加仓 |
| ASML | ASML HLDG NV | $5.96万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $6.00万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $6.09万 | 0.00% | 2,459 | 460 | 23.0% | $1.14万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6.22万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $6.23万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $6.42万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $6.50万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES TR | $6.51万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.67万 | 0.00% | 1,735 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $7.07万 | 0.00% | 772 | 771 | 77,100.0% | $7.06万 | 加仓 |
| IDEV | ISHARES TR | $7.12万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $7.21万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $7.29万 | 0.00% | 1,165 | -625 | -34.9% | -$3.91万 | 减仓 |
| GE | GE AEROSPACE | $7.32万 | 0.00% | 258 | -7 | -2.6% | -$1,985 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $7.50万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.61万 | 0.00% | 3,405 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $7.99万 | 0.00% | 2,604 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $8.02万 | 0.00% | 1,610 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8.14万 | 0.00% | 2,150 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $8.36万 | 0.00% | 16,385 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $8.50万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $8.51万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $8.58万 | 0.00% | 1,257 | -1 | -0.1% | -$68 | 减仓 |
| DEM | WISDOMTREE TR | $8.75万 | 0.00% | 1,760 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $8.79万 | 0.00% | 848 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $8.99万 | 0.00% | 5,472 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $9.02万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $9.05万 | 0.00% | 130 | -7 | -5.1% | -$4,875 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.27万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9.46万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $9.49万 | 0.00% | 2,040 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $9.50万 | 0.00% | 764 | -361 | -32.1% | -$4.49万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $9.72万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.80万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $9.93万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $10.24万 | 0.00% | 331 | -30 | -8.3% | -$9,282 | 减仓 |
| GLD | SPDR GOLD TR | $10.41万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $10.49万 | 0.01% | 1,022 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $10.63万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $10.81万 | 0.01% | 358 | -3 | -0.8% | -$906 | 减仓 |
| SDY | SPDR SERIES TRUST | $10.93万 | 0.01% | 749 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $10.95万 | 0.01% | 3,538 | 406 | 13.0% | $1.26万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $11.00万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $11.05万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $11.10万 | 0.01% | 4,328 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $11.36万 | 0.01% | 1,281 | 42 | 3.4% | $3,724 | 加仓 |
| MS | MORGAN STANLEY | $11.50万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $11.53万 | 0.01% | 401 | -54 | -11.9% | -$1.55万 | 减仓 |
| KO | COCA COLA CO | $11.58万 | 0.01% | 1,522 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $11.66万 | 0.01% | 807 | 642 | 389.1% | $9.27万 | 重新持有 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $11.69万 | 0.01% | 13,500 | 800 | 6.3% | $6,928 | 加仓 |
| DHS | WISDOMTREE TR | $12.04万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $12.14万 | 0.01% | 1,798 | 133 | 8.0% | $8,981 | 加仓 |
| MCD | MCDONALDS CORP | $12.43万 | 0.01% | 400 | -47 | -10.5% | -$1.46万 | 减仓 |
| VV | VANGUARD INDEX FDS | $12.76万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $13.01万 | 0.01% | 4,465 | -95 | -2.1% | -$2,767 | 减仓 |
| — | EXXON MOBIL CORP | $13.37万 | 0.01% | 788 | -37 | -4.5% | -$6,277 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $13.42万 | 0.01% | 7,837 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $14.02万 | 0.01% | 3,688 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $14.20万 | 0.01% | 686 | 230 | 50.4% | $4.76万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $14.22万 | 0.01% | 5,664 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $14.62万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $14.84万 | 0.01% | 3,486 | -290 | -7.7% | -$1.23万 | 减仓 |
| — | HONEYWELL INTL INC | $14.90万 | 0.01% | 659 | -192 | -22.6% | -$4.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $15.22万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $15.32万 | 0.01% | 1,731 | -151 | -8.0% | -$1.34万 | 减仓 |
| WCLD | WISDOMTREE TR | $15.60万 | 0.01% | 5,710 | 338 | 6.3% | $9,234 | 加仓 |
| BLOK | AMPLIFY ETF TR | $15.80万 | 0.01% | 3,173 | -22 | -0.7% | -$1,096 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $16.23万 | 0.01% | 5,320 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $16.48万 | 0.01% | 849 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $16.53万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| LABU | DIREXION SHARES ETF TRUST | $16.61万 | 0.01% | 1,000 | 1,000 | — | $16.61万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $16.96万 | 0.01% | 2,050 | -1 | -0.0% | -$83 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.07万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $17.14万 | 0.01% | 1,796 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $17.59万 | 0.01% | 3,740 | -679 | -15.4% | -$3.19万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $18.09万 | 0.01% | 922 | -6 | -0.6% | -$1,177 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $18.24万 | 0.01% | 1,232 | -7 | -0.6% | -$1,036 | 减仓 |
| MMM | 3M CO | $18.88万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $18.89万 | 0.01% | 870 | -5 | -0.6% | -$1,086 | 减仓 |
| QUAL | ISHARES TR | $19.20万 | 0.01% | 1,001 | 26 | 2.7% | $4,988 | 加仓 |
| WTAI | WISDOMTREE TR | $19.54万 | 0.01% | 6,922 | 221 | 3.3% | $6,239 | 加仓 |
| V | VISA INC | $20.28万 | 0.01% | 671 | -41 | -5.8% | -$1.24万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $20.79万 | 0.01% | 13,248 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $20.96万 | 0.01% | 5,136 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $21.38万 | 0.01% | 9,242 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.48万 | 0.01% | 1,079 | 79 | 7.9% | $1.57万 | 加仓 |
| — | WISDOMTREE TR | $21.48万 | 0.01% | 8,610 | 321 | 3.9% | $8,007 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $21.53万 | 0.01% | 20,050 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $22.16万 | 0.01% | 2,523 | 0 | 0.0% | — | 不变 |