13F 机构持仓

HALBERT HARGROVE GLOBAL ADVISORS, LLC

LONG BEACH CA · SEC CIK 0001484205

2026Q22026Q1 更早 9 个季度 🔒
$23.12亿2026Q2 申报市值
710持仓数
84.5%前十大占比 · 第一大 16.0%
351 / 41新建仓 / 清仓
申报市值走势$23.12亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 16.0%
NTSX 13.7%
LRGF 11.8%
WAMA 8.0%
IEMG 7.9%
IEFA 7.8%
NTSI 6.3%
INTF 6.1%
SERIES PORTFOL 3.9%
EEM 3.1%

2026Q2 买入最多 按季末市值估算

INTF 加仓+$317.80万
WISDOMTREE TR 加仓+$291.03万
WAMA 加仓+$224.01万
MINT 加仓+$137.08万
NTSI 加仓+$62.21万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$722.15万
IEMG 减仓-$412.13万
NTSX 减仓-$358.03万
EEM 减仓-$212.75万
SPDW 减仓-$210.54万

2026Q2 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
DOCU DOCUSIGN INC $4420.00%10 10— $442 新建仓
WSM WILLIAMS SONOMA INC $4480.00%2 2— $448 新建仓
ED CONSOLIDATED EDISON INC $4500.00%4 4— $450 新建仓
MTB M & T BK CORP $4500.00%2 2— $450 新建仓
APA APA CORPORATION $4520.00%14 14— $452 新建仓
ULTA ULTA BEAUTY INC $4570.00%1 1— $457 新建仓
BN BROOKFIELD CORP $4590.00%11 11— $459 新建仓
RDN RADIAN GROUP INC $4620.00%12 12— $462 新建仓
SN SHARKNINJA INC $4620.00%3 3— $462 新建仓
WST WEST PHARMACEUTICAL SVSC INC $4640.00%1 1— $464 新建仓
SW SMURFIT WESTROCK PLC $4670.00%10 10— $467 新建仓
DUK DUKE ENERGY CORP NEW $4740.00%4 4— $474 新建仓
EXC EXELON CORP $4760.00%10 10— $476 新建仓
FSLR FIRST SOLAR INC $4770.00%2 2— $477 新建仓
GWW WW GRAINGER INC $4780.00%0 0— — 清仓
HCA HCA HEALTHCARE INC $4880.00%1 1— $488 新建仓
BIIB BIOGEN INC $4910.00%2 2— $491 新建仓
NET CLOUDFLARE INC $4940.00%2 2— $494 新建仓
SHOP SHOPIFY INC $4940.00%4 4— $494 新建仓
DDOG DATADOG INC $4950.00%2 2— $495 新建仓
— TEVA PHARMACEUTICAL INDS LTD $5080.00%15 15— $508 新建仓
NOW SERVICENOW INC $5100.00%5 4400.0% $408 加仓
MCHP MICROCHIP TECHNOLOGY INC. $5100.00%6 6— $510 新建仓
FOXA FOX CORP $5100.00%10 10— $510 新建仓
JBL JABIL INC $5130.00%1 1— $513 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $5150.00%15 15— $515 新建仓
KR KROGER CO $5190.00%9 9— $519 新建仓
GD GENERAL DYNAMICS CORP $5210.00%1 1— $521 新建仓
REGN REGENERON PHARMACEUTICALS $5240.00%1 1— $524 新建仓
VRSN VERISIGN INC $5490.00%2 2— $549 新建仓
NOC NORTHROP GRUMMAN CORP $5560.00%1 1— $556 新建仓
AFRM AFFIRM HLDGS INC $5610.00%7 7— $561 新建仓
PLD PROLOGIS INC. $5640.00%4 4— $564 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $5640.00%2 2— $564 新建仓
CNQ CANADIAN NAT RES LTD MED TER $5650.00%14 14— $565 新建仓
VRT VERTIV HOLDINGS CO $5680.00%2 2— $568 新建仓
ADM ARCHER DANIELS MIDLAND CO $5680.00%7 7— $568 新建仓
CLS CELESTICA INC $5720.00%2 2— $572 新建仓
TPR TAPESTRY INC $5720.00%4 4— $572 新建仓
TEL TE CONNECTIVITY PLC $5740.00%3 3— $574 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $5750.00%51 51— $575 新建仓
UPS UNITED PARCEL SVCS INC $5760.00%5 5— $576 新建仓
CMI CUMMINS INC $5850.00%1 1— $585 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $5890.00%30 30— $589 新建仓
PCG PG&E CORP $6000.00%36 36— $600 新建仓
TWLO TWILIO INC $6010.00%3 3— $601 新建仓
TXT TEXTRON INC $6100.00%7 7— $610 新建仓
AJG GALLAGHER ARTHUR J & CO $6160.00%3 3— $616 新建仓
UL UNILEVER PLC $6200.00%10 10— $620 新建仓
AMP AMERIPRISE FINL INC $6290.00%1 1— $629 新建仓
UAL UNITED AIRLS HLDGS INC $6310.00%5 5— $631 新建仓
ALLY ALLY FINL INC $6330.00%14 14— $633 新建仓
NSC NORFOLK SOUTHN CORP $6410.00%2 2— $641 新建仓
CI THE CIGNA GROUP $6440.00%2 2— $644 新建仓
BKR BAKER HUGHES COMPANY $6480.00%12 12— $648 新建仓
IT GARTNER INC $6490.00%5 00.0% — 不变
CVNA CARVANA CO $6530.00%10 10— $653 新建仓
SO SOUTHERN CO $6560.00%7 7— $656 新建仓
FERG FERGUSON ENTERPRISES INC $6570.00%3 3— $657 新建仓
RBA RB GLOBAL INC $6610.00%6 6— $661 新建仓
MCK MCKESSON CORP $6650.00%1 1— $665 新建仓
NRG NRG ENERGY INC $6670.00%5 5— $667 新建仓
LITE LUMENTUM HLDGS INC $6700.00%1 1— $670 新建仓
CL COLGATE PALMOLIVE CO $6730.00%7 7— $673 新建仓
USFD US FOODS HLDG CORP $6950.00%7 7— $695 新建仓
EOG EOG RES INC $7010.00%5 5— $701 新建仓
MT ARCELORMITTAL SA LUXEMBOURG $7010.00%12 12— $701 新建仓
TAK TAKEDA PHARMACEUTICAL CO LTD $7010.00%44 44— $701 新建仓
BBIN J P MORGAN EXCHANGE TRADED F $7030.00%9 00.0% — 不变
NEM NEWMONT CORP $7040.00%8 8— $704 新建仓
PHM PULTE GROUP INC $7130.00%5 5— $713 新建仓
CAH CARDINAL HEALTH INC $7130.00%3 3— $713 新建仓
DB DEUTSCHE BK AG $7370.00%22 22— $737 新建仓
VZ VERIZON COMMUNICATIONS INC $7370.00%17 17— $737 新建仓
VTRS VIATRIS INC $7440.00%47 47— $744 新建仓
SONY SONY GROUP CORP $7530.00%37 37— $753 新建仓
URI UNITED RENTALS INC $7600.00%1 1— $760 新建仓
RYAAY RYANAIR HOLDINGS PLC $7670.00%12 12— $767 新建仓
ALAB ASTERA LABS INC $7730.00%2 2— $773 新建仓
WAT WATERS CORP $7730.00%2 2— $773 新建仓
HAL HALLIBURTON CO $7740.00%23 23— $774 新建仓
EMR EMERSON ELEC CO $7740.00%5 5— $774 新建仓
ELAN ELANCO ANIMAL HEALTH INC $7760.00%32 32— $776 新建仓
MPWR MONOLITHIC PWR SYS INC $8020.00%1 1— $802 新建仓
UBER UBER TECHNOLOGIES INC $8060.00%11 11— $806 新建仓
CBRE CBRE GROUP INC $8070.00%6 5500.0% $672 重新持有
CCL CARNIVAL CORP LTD $8100.00%28 28— $810 新建仓
AMT AMERICAN TOWER CORP $8280.00%5 5— $828 新建仓
ILMN ILLUMINA INC $8360.00%5 5— $836 新建仓
SEIC SEI INVTS CO $8500.00%10 10— $850 新建仓
NOK NOKIA CORP $8600.00%65 65— $860 新建仓
OKE ONEOK INC NEW $8650.00%10 10— $865 新建仓
FTNT FORTINET INC $8720.00%6 6— $872 新建仓
JCI JOHNSON CONTROLS INTERNATION $8770.00%6 6— $877 新建仓
FNF FIDELITY NATL FINL INC $8830.00%19 19— $883 新建仓
BIL SPDR SERIES TRUST $8890.00%10 -762-98.7% -$6.77万 减仓
BURL BURLINGTON STORES INC $8910.00%3 3— $891 新建仓
EBAY EBAY INC. $8920.00%8 8— $892 新建仓
PHG KONINKLIJKE PHILIPS N V $8940.00%33 33— $894 新建仓
HWM HOWMET AEROSPACE INC $9210.00%3 00.0% — 不变