HALBERT HARGROVE GLOBAL ADVISORS, LLC
LONG BEACH CA · SEC CIK 0001484205
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $4,422 | 0.00% | 17 | 17 | — | $4,422 | 新建仓 |
| WELL | WELLTOWER INC | $4,463 | 0.00% | 20 | 20 | — | $4,463 | 新建仓 |
| SYK | STRYKER CORPORATION | $4,465 | 0.00% | 14 | 1 | 7.7% | $319 | 加仓 |
| SPTM | SPDR SERIES TRUST | $4,526 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $4,714 | 0.00% | 44 | 44 | — | $4,714 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $4,790 | 0.00% | 202 | 202 | — | $4,790 | 新建仓 |
| VLUE | ISHARES TR | $4,796 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $4,869 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $4,912 | 0.00% | 10 | 1 | 11.1% | $491 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,937 | 0.00% | 29 | 29 | — | $4,937 | 新建仓 |
| INTC | INTEL CORP | $4,941 | 0.00% | 35 | 35 | — | $4,941 | 新建仓 |
| IHI | ISHARES TR | $5,040 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,302 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $5,319 | 0.00% | 44 | 1 | 2.3% | $121 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5,361 | 0.00% | 100 | 100 | — | $5,361 | 新建仓 |
| IR | INGERSOLL RAND INC | $5,493 | 0.00% | 67 | 3 | 4.7% | $246 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,838 | 0.00% | 34 | 34 | — | $5,838 | 新建仓 |
| APH | AMPHENOL CORP | $5,940 | 0.00% | 34 | 34 | — | $5,940 | 新建仓 |
| ETN | EATON CORP PLC | $6,115 | 0.00% | 14 | 3 | 27.3% | $1,310 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $6,376 | 0.00% | 47 | -94 | -66.7% | -$1.28万 | 减仓 |
| USMV | ISHARES TR | $6,464 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $6,497 | 0.00% | 51 | 16 | 45.7% | $2,038 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $6,776 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $6,902 | 0.00% | 89 | 26 | 41.3% | $2,016 | 加仓 |
| INTU | INTUIT | $7,061 | 0.00% | 27 | 1 | 3.8% | $262 | 加仓 |
| C | CITIGROUP INC | $7,435 | 0.00% | 53 | 53 | — | $7,435 | 新建仓 |
| ING | ING GROEP N.V. | $7,954 | 0.00% | 253 | 44 | 21.1% | $1,383 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $7,968 | 0.00% | 332 | 332 | — | $7,968 | 新建仓 |
| EUFN | ISHARES TR | $7,993 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8,117 | 0.00% | 64 | 13 | 25.5% | $1,649 | 加仓 |
| EFG | ISHARES TR | $8,212 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $8,268 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $8,281 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,290 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $8,336 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $8,375 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8,917 | 0.00% | 122 | 6 | 5.2% | $439 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $9,086 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9,382 | 0.00% | 51 | 10 | 24.4% | $1,840 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $9,607 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $9,641 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $9,882 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $1.00万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.03万 | 0.00% | 227 | 1 | 0.4% | $45 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.04万 | 0.00% | 58 | 8 | 16.0% | $1,429 | 加仓 |
| ADBE | ADOBE INC | $1.08万 | 0.00% | 53 | 53 | — | $1.08万 | 新建仓 |
| MAGS | LISTED FDS TR | $1.09万 | 0.00% | 170 | 170 | — | $1.09万 | 新建仓 |
| TJX | TJX COS INC NEW | $1.10万 | 0.00% | 73 | 10 | 15.9% | $1,505 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $1.11万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.11万 | 0.00% | 94 | -54 | -36.5% | -$6,382 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1.14万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $1.16万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $1.22万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $1.24万 | 0.00% | 106 | 39 | 58.2% | $4,563 | 加仓 |
| NFLX | NETFLIX INC. | $1.24万 | 0.00% | 174 | 44 | 33.8% | $3,144 | 加仓 |
| MSIF | MSC INCOME FUND INC | $1.24万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.28万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.30万 | 0.00% | 153 | 12 | 8.5% | $1,017 | 加仓 |
| IAI | ISHARES TR | $1.30万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $1.31万 | 0.00% | 952 | 276 | 40.8% | $3,809 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.33万 | 0.00% | 11 | 11 | — | $1.33万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.36万 | 0.00% | 510 | 27 | 5.6% | $720 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.36万 | 0.00% | 88 | 1 | 1.1% | $155 | 加仓 |
| L | LOEWS CORP | $1.38万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.40万 | 0.00% | 34 | -7 | -17.1% | -$2,879 | 减仓 |
| RKT | ROCKET COS INC | $1.45万 | 0.00% | 923 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $1.48万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.48万 | 0.00% | 191 | 29 | 17.9% | $2,252 | 加仓 |
| CRM | SALESFORCE INC | $1.52万 | 0.00% | 97 | 4 | 4.3% | $627 | 加仓 |
| RTX | RTX CORPORATION | $1.57万 | 0.00% | 83 | 10 | 13.7% | $1,897 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.58万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $1.59万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 300 | 150 | 100.0% | $7,966 | 加仓 |
| XPO | XPO INC | $1.60万 | 0.00% | 78 | -41 | -34.5% | -$8,417 | 减仓 |
| IVE | ISHARES TR | $1.70万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.71万 | 0.00% | 34 | 2 | 6.2% | $1,008 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.72万 | 0.00% | 70 | -3 | -4.1% | -$739 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.73万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $1.75万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.85万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.91万 | 0.00% | 330 | 5 | 1.5% | $289 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.93万 | 0.00% | 25 | 3 | 13.6% | $2,316 | 加仓 |
| PWR | QUANTA SVCS INC | $1.98万 | 0.00% | 27 | 27 | — | $1.98万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $1.98万 | 0.00% | 50 | -15 | -23.1% | -$5,949 | 减仓 |
| IGM | ISHARES TR | $2.00万 | 0.00% | 122 | 122 | — | $2.00万 | 新建仓 |
| VOTE | TCW ETF TRUST | $2.05万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $2.11万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2.11万 | 0.00% | 572 | -79 | -12.1% | -$2,913 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.13万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.15万 | 0.00% | 583 | 15 | 2.6% | $554 | 加仓 |
| IMCG | ISHARES TR | $2.22万 | 0.00% | 225 | -235 | -51.1% | -$2.31万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $2.22万 | 0.00% | 850 | 850 | — | $2.22万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $2.23万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $2.23万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $2.29万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $2.35万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.50万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $2.53万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.55万 | 0.00% | 531 | -18 | -3.3% | -$863 | 减仓 |