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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK HEALTH SCIENCES TR | $2.58万 | 0.00% | 600 | 600 | — | $2.58万 | 新建仓 |
| MPC | MARATHON PETE CORP | $2.58万 | 0.00% | 101 | 5 | 5.2% | $1,276 | 加仓 |
| IYF | ISHARES TR | $2.63万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2.68万 | 0.00% | 503 | 3 | 0.6% | $160 | 加仓 |
| IUSG | ISHARES TR | $2.73万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $2.85万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $2.89万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2.92万 | 0.00% | 51 | 51 | — | $2.92万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.97万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $3.16万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.18万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.24万 | 0.00% | 515 | 7 | 1.4% | $440 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3.24万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $3.37万 | 0.00% | 275 | 275 | — | $3.37万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $3.37万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $3.38万 | 0.00% | 69 | 3 | 4.5% | $1,471 | 加仓 |
| IXUS | ISHARES TR | $3.50万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| — | XAI FLOATING RATE & ALTER IN | $3.51万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.55万 | 0.00% | 242 | -28 | -10.4% | -$4,105 | 减仓 |
| — | ISHARES TR | $3.55万 | 0.00% | 1,592 | -1,813 | -53.2% | -$4.04万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.57万 | 0.00% | 108 | 108 | — | $3.57万 | 新建仓 |
| IEUR | ISHARES TR | $3.68万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $3.70万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $3.76万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $3.85万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $3.93万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.94万 | 0.00% | 247 | 1 | 0.4% | $160 | 加仓 |
| IWD | ISHARES TR | $4.00万 | 0.00% | 165 | -56 | -25.3% | -$1.36万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $4.00万 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $4.17万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $4.17万 | 0.00% | 534 | 534 | — | $4.17万 | 新建仓 |
| EMEQ | NOMURA ETF TR | $4.23万 | 0.00% | 580 | 580 | — | $4.23万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4.24万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $4.25万 | 0.00% | 2,055 | 55 | 2.8% | $1,139 | 加仓 |
| UNP | UNION PAC CORP | $4.46万 | 0.00% | 164 | 6 | 3.8% | $1,631 | 加仓 |
| QDPL | PACER FDS TR | $4.51万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $4.51万 | 0.00% | 167 | -20 | -10.7% | -$5,401 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4.68万 | 0.00% | 533 | 23 | 4.5% | $2,018 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.77万 | 0.00% | 66 | 5 | 8.2% | $3,610 | 加仓 |
| CSX | CSX CORP | $5.00万 | 0.00% | 1,051 | 928 | 754.5% | $4.41万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $5.04万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $5.14万 | 0.00% | 678 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I | $5.17万 | 0.00% | 1,726 | 1,726 | — | $5.17万 | 新建仓 |
| HEFA | ISHARES TR | $5.29万 | 0.00% | 1,128 | 1,128 | — | $5.29万 | 新建仓 |
| — | TIDAL TRUST II | $5.77万 | 0.00% | 1,950 | 1,950 | — | $5.77万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5.95万 | 0.00% | 419 | -79 | -15.9% | -$1.12万 | 减仓 |
| CLX | CLOROX CO DEL | $5.99万 | 0.00% | 628 | -220 | -25.9% | -$2.10万 | 减仓 |
| NOBL | PROSHARES TR | $6.12万 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $6.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $6.16万 | 0.00% | 955 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6.21万 | 0.00% | 1,093 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $6.22万 | 0.00% | 10,663 | 567 | 5.6% | $3,306 | 加仓 |
| MTUM | ISHARES TR | $6.28万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $6.33万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $6.56万 | 0.00% | 1,256 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $6.63万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $6.72万 | 0.00% | 878 | 128 | 17.1% | $9,804 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6.81万 | 0.00% | 2,459 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $6.87万 | 0.00% | 848 | -354 | -29.5% | -$2.87万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $6.98万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $7.08万 | 0.00% | 534 | 1 | 0.2% | $133 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $7.09万 | 0.00% | 9,000 | -4,000 | -30.8% | -$3.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $7.15万 | 0.00% | 139 | 15 | 12.1% | $7,720 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $7.24万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $7.25万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $7.27万 | 0.00% | 329 | 329 | — | $7.27万 | 新建仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $7.28万 | 0.00% | 14,000 | -2,385 | -14.6% | -$1.24万 | 减仓 |
| XYLD | GLOBAL X FDS | $7.34万 | 0.00% | 1,800 | 550 | 44.0% | $2.24万 | 加仓 |
| HON | HONEYWELL INTL INC | $7.38万 | 0.00% | 330 | -329 | -49.9% | -$7.36万 | 减仓 |
| IXN | ISHARES TR | $7.43万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $7.45万 | 0.00% | 118 | 4 | 3.5% | $2,527 | 加仓 |
| EMXC | ISHARES INC | $7.53万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $7.55万 | 0.00% | 174 | 11 | 6.7% | $4,771 | 加仓 |
| IDEV | ISHARES TR | $7.58万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.64万 | 0.00% | 65 | 3 | 4.8% | $3,525 | 加仓 |
| SA | SEABRIDGE GOLD INC | $7.72万 | 0.00% | 3,000 | 3,000 | — | $7.72万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7.74万 | 0.00% | 1,640 | 1,640 | — | $7.74万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $7.78万 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES TR | $7.99万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $8.24万 | 0.00% | 77 | 3 | 4.1% | $3,210 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $8.26万 | 0.00% | 2,604 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $8.34万 | 0.00% | 1,676 | 66 | 4.1% | $3,286 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $8.53万 | 0.00% | 1,052 | -205 | -16.3% | -$1.66万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8.64万 | 0.00% | 2,350 | 200 | 9.3% | $7,352 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $8.78万 | 0.00% | 894 | 894 | — | $8.78万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $9.02万 | 0.00% | 785 | 785 | — | $9.02万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $9.08万 | 0.00% | 314 | -304 | -49.2% | -$8.79万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $9.31万 | 0.00% | 1,026 | 4 | 0.4% | $363 | 加仓 |
| DEM | WISDOMTREE TR | $9.35万 | 0.00% | 1,739 | -21 | -1.2% | -$1,130 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $9.37万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $9.44万 | 0.00% | 101 | -10 | -9.0% | -$9,348 | 减仓 |
| — | WISDOMTREE TR | $9.62万 | 0.00% | 3,538 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $9.72万 | 0.00% | 49 | 4 | 8.9% | $7,936 | 加仓 |
| SMH | VANECK ETF TRUST | $9.80万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $9.83万 | 0.00% | 491 | 354 | 258.4% | $7.08万 | 加仓 |
| GE | GE AEROSPACE | $10.15万 | 0.00% | 272 | 14 | 5.4% | $5,223 | 加仓 |
| SPGI | S&P GLOBAL INC | $10.26万 | 0.00% | 252 | 2 | 0.8% | $814 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $10.43万 | 0.00% | 480 | 480 | — | $10.43万 | 新建仓 |