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
BBVA BANCO BILBAO VIZCAYA ARGENTA $9210.00%37 37— $921 新建仓
UBS UBS GROUP AG $9260.00%19 19— $926 新建仓
DASH DOORDASH INC $9320.00%5 5— $932 新建仓
PSX PHILLIPS 66 $9490.00%6 6— $949 新建仓
VRTX VERTEX PHARMACEUTICALS INC $9640.00%2 2— $964 新建仓
RELX RELX PLC $9660.00%30 30— $966 新建仓
BSX BOSTON SCIENTIFIC CORP $9770.00%23 23— $977 新建仓
DLR DIGITAL RLTY TR INC $9900.00%6 6— $990 新建仓
SBUX STARBUCKS CORP $9930.00%10 10— $993 新建仓
CP CANADIAN PACIFIC KANSAS CITY $1,0040.00%12 12— $1,004 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $1,0160.00%8 8— $1,016 新建仓
EQIX EQUINIX INC $1,0220.00%1 1— $1,022 新建仓
IX ORIX CORP $1,0410.00%27 27— $1,041 新建仓
ORLY OREILLY AUTOMOTIVE INC $1,0500.00%11 11— $1,050 新建仓
ADI ANALOG DEVICES INC $1,0650.00%3 3— $1,065 新建仓
MGA MAGNA INTL INC $1,0790.00%16 16— $1,079 新建仓
TER TERADYNE INC $1,0840.00%2 2— $1,084 新建仓
SNY SANOFI SA $1,0960.00%26 26— $1,096 新建仓
DEO DIAGEO PLC $1,1000.00%14 14— $1,100 新建仓
ADP AUTOMATIC DATA PROCESSING IN $1,1110.00%5 5— $1,111 新建仓
MO ALTRIA GROUP INC $1,1390.00%16 16— $1,139 新建仓
ARGX ARGENX SE $1,1510.00%1 1— $1,151 新建仓
AMGN AMGEN INC $1,1520.00%3 3— $1,152 新建仓
RIO RIO TINTO PLC $1,1840.00%12 12— $1,184 新建仓
GM GENERAL MTRS CO $1,2120.00%16 16— $1,212 新建仓
CDNS CADENCE DESIGN SYSTEM INC $1,2430.00%3 3— $1,243 新建仓
BMY BRISTOL-MYERS SQUIBB CO $1,2520.00%22 22— $1,252 新建仓
LHX L3HARRIS TECHNOLOGIES INC $1,2610.00%4 4— $1,261 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1,2650.00%1 1— $1,265 新建仓
TM TOYOTA MOTOR CORP $1,2750.00%8 8— $1,275 新建仓
CDX SIMPLIFY EXCHANGE TRADED FUN $1,2890.00%61 61— $1,289 新建仓
SHW SHERWIN WILLIAMS CO $1,3050.00%4 4— $1,305 新建仓
PLTR PALANTIR TECHNOLOGIES INC $1,3690.00%12 12— $1,369 新建仓
PUK PRUDENTIAL PLC $1,3760.00%51 51— $1,376 新建仓
AIG AMERICAN INTL GROUP INC $1,3960.00%19 19— $1,396 新建仓
KD KYNDRYL HLDGS INC $1,4140.00%125 00.0% — 不变
DAL DELTA AIR LINES INC $1,4220.00%15 15— $1,422 新建仓
IQV IQVIA HLDGS INC $1,4360.00%7 7— $1,436 新建仓
SMFG SUMITOMO MITSUI FIN GRP INC $1,4520.00%62 62— $1,452 新建仓
SCHW SCHWAB CHARLES CORP $1,4790.00%16 16— $1,479 新建仓
GLW CORNING INC $1,4800.00%6 6— $1,480 新建仓
BTI BRITISH AMERN TOB PLC $1,4930.00%24 24— $1,493 新建仓
TRV TRAVELERS COMPANIES INC $1,5030.00%5 5— $1,503 新建仓
BHP BHP BILLITON LIMITED $1,5140.00%18 18— $1,514 新建仓
NGG NATIONAL GRID PLC $1,5170.00%18 18— $1,517 新建仓
DELL DELL TECHNOLOGIES INC $1,5460.00%4 4— $1,546 新建仓
HSBC HSBC HLDGS PLC $1,5500.00%16 16— $1,550 新建仓
KMI KINDER MORGAN INC DEL $1,5790.00%49 49— $1,579 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $1,5950.00%18 00.0% — 不变
BBUS J P MORGAN EXCHANGE TRADED F $1,6170.00%12 220.0% $270 加仓
MFG MIZUHO FINANCIAL GROUP INC $1,6240.00%169 169— $1,624 新建仓
MNST MONSTER BEVERAGE CORP NEW $1,7080.00%18 18— $1,708 新建仓
BLK BLACKROCK INC $1,7700.00%2 2— $1,770 新建仓
STT STATE STR CORP $1,7760.00%10 10— $1,776 新建仓
MET METLIFE INC $1,7890.00%21 21— $1,789 新建仓
PEP PEPSICO INC $1,7920.00%13 -144-91.7% -$1.98万 减仓
BNY BANK OF NY MELLON CORP $1,8230.00%13 13— $1,823 新建仓
CVS CVS HEALTH CORP $1,8670.00%18 18— $1,867 新建仓
PG PROCTER & GAMBLE CO $1,9120.00%13 -794-98.4% -$11.68万 减仓
RSG REPUBLIC SVCS INC $1,9180.00%9 9— $1,918 新建仓
— ISHARES TR $1,9460.00%53 00.0% — 不变
— DEFI TECHNOLOGIES INC $1,9560.00%3,802 00.0% — 不变
PH PARKER-HANNIFIN CORP $1,9570.00%2 2— $1,957 新建仓
ROST ROSS STORES INC $1,9780.00%9 9— $1,978 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $2,0060.00%24 24— $2,006 新建仓
SAP SAP SE $2,0620.00%13 13— $2,062 新建仓
DIS DISNEY WALT CO $2,0680.00%21 19950.0% $1,871 重新持有
PNC PNC FINL SVCS GROUP INC $2,0960.00%9 9— $2,096 新建仓
BJ BJS WHSL CLUB HLDGS INC $2,1100.00%24 14.3% $88 加仓
LIN LINDE PLC $2,1330.00%4 4— $2,133 新建仓
COF CAPITAL ONE FINL CORP $2,2150.00%11 11— $2,215 新建仓
AEP AMERICAN ELEC PWR CO INC $2,2520.00%16 16— $2,252 新建仓
NWG NATWEST GROUP PLC $2,3070.00%131 131— $2,307 新建仓
EW EDWARDS LIFESCIENCES CORP $2,3350.00%26 523.8% $449 加仓
NVS NOVARTIS AG $2,3420.00%15 15— $2,342 新建仓
HOOD ROBINHOOD MKTS INC $2,3430.00%23 23— $2,343 新建仓
PANW PALO ALTO NETWORKS INC $2,3600.00%7 7— $2,360 新建仓
GSK GSK PLC $2,4180.00%46 46— $2,418 新建仓
PM PHILIP MORRIS INTL INC $2,5550.00%14 -86-86.0% -$1.57万 减仓
KLAC KLA CORP $2,7790.00%9 9— $2,779 新建仓
QEFA SPDR INDEX SHS FDS $2,7980.00%29 27.4% $193 加仓
SNDK SANDISK CORP $2,9340.00%1 1— $2,934 新建仓
— BITWISE 10 CRYPTO INDEX ETF $2,9690.00%79 00.0% — 不变
WFC WELLS FARGO & CO $3,0280.00%37 -196-84.1% -$1.60万 重新持有
BCS BARCLAYS PLC $3,1670.00%118 118— $3,167 新建仓
IWO ISHARES TR $3,1810.00%8 00.0% — 不变
DHR DANAHER CORP DEL $3,2160.00%17 16.2% $189 加仓
PAYX PAYCHEX INC $3,3330.00%34 413.3% $392 加仓
COP CONOCOPHILLIPS $3,3590.00%32 1045.5% $1,050 加仓
MRVL MARVELL TECHNOLOGY INC $3,4290.00%12 12— $3,429 新建仓
ACN ACCENTURE PLC IRELAND $3,4400.00%28 27.7% $246 加仓
APP APPLOVIN CORP $3,5150.00%7 7— $3,515 新建仓
AOM ISHARES TR $3,5570.00%71 1016.4% $501 加仓
HMC HONDA MOTOR CO LTD $3,6020.00%133 108.1% $271 加仓
FNDA SCHWAB STRATEGIC TR $3,8450.00%101 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $3,9790.00%18 18— $3,979 新建仓
AZN ASTRAZENECA PLC $4,0600.00%21 21— $4,060 新建仓
IUSV ISHARES TR $4,0760.00%37 00.0% — 不变
DOW DOW HLDGS INC $4,2750.00%156 1510.6% $411 加仓
VST VISTRA CORP $4,3930.00%28 28— $4,393 新建仓