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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $10.55万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $10.77万 | 0.00% | 650 | -36 | -5.2% | -$5,964 | 减仓 |
| — | EXXON MOBIL CORP | $10.77万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $10.89万 | 0.00% | 403 | 3 | 0.8% | $810 | 加仓 |
| IJR | ISHARES TR | $10.95万 | 0.00% | 738 | -26 | -3.4% | -$3,858 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $11.02万 | 0.00% | 1,037 | 1,037 | — | $11.02万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $11.39万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $11.58万 | 0.01% | 730 | 530 | 265.0% | $8.41万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $11.66万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $11.71万 | 0.01% | 5,472 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $11.82万 | 0.01% | 4,082 | -1,582 | -27.9% | -$4.58万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $12.06万 | 0.01% | 1,251 | -30 | -2.3% | -$2,892 | 减仓 |
| VGT | VANGUARD WORLD FD | $12.40万 | 0.01% | 1,038 | -2 | -0.2% | -$239 | 减仓 |
| DHS | WISDOMTREE TR | $12.53万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $12.66万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $12.72万 | 0.01% | 1,565 | 43 | 2.8% | $3,495 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $12.74万 | 0.01% | 4,328 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $13.04万 | 0.01% | 357 | -1 | -0.3% | -$365 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.24万 | 0.01% | 277 | 3 | 1.1% | $1,434 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $13.54万 | 0.01% | 13,800 | 300 | 2.2% | $2,943 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $13.75万 | 0.01% | 215 | 215 | — | $13.75万 | 新建仓 |
| IJH | ISHARES TR | $13.77万 | 0.01% | 1,786 | -12 | -0.7% | -$925 | 减仓 |
| AVGO | BROADCOM INC | $14.08万 | 0.01% | 373 | 42 | 12.7% | $1.59万 | 加仓 |
| IDV | ISHARES TR | $14.44万 | 0.01% | 3,486 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $14.55万 | 0.01% | 3,688 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $14.63万 | 0.01% | 4,322 | -143 | -3.2% | -$4,839 | 减仓 |
| VV | VANGUARD INDEX FDS | $14.69万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $14.86万 | 0.01% | 711 | 12 | 1.7% | $2,508 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $14.87万 | 0.01% | 256 | 12 | 4.9% | $6,969 | 加仓 |
| ARTY | ISHARES TR | $15.54万 | 0.01% | 2,040 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $16.11万 | 0.01% | 7,837 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $16.73万 | 0.01% | 1,715 | -16 | -0.9% | -$1,561 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $16.94万 | 0.01% | 2,050 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $17.18万 | 0.01% | 1,344 | 1,274 | 1,820.0% | $16.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $17.37万 | 0.01% | 2,155 | 551 | 34.4% | $4.44万 | 加仓 |
| BAC | BANK OF AMER CORP | $17.64万 | 0.01% | 3,097 | 97 | 3.2% | $5,527 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $17.74万 | 0.01% | 5,097 | -223 | -4.2% | -$7,763 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $17.76万 | 0.01% | 631 | 3 | 0.5% | $844 | 加仓 |
| META | META PLATFORMS INC | $17.82万 | 0.01% | 316 | 27 | 9.3% | $1.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.27万 | 0.01% | 365 | 9 | 2.5% | $4,505 | 加仓 |
| WCLD | WISDOMTREE TR | $18.30万 | 0.01% | 5,710 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $18.66万 | 0.01% | 1,595 | -201 | -11.2% | -$2.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $19.26万 | 0.01% | 793 | -77 | -8.9% | -$1.87万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $19.32万 | 0.01% | 1,223 | -9 | -0.7% | -$1,422 | 减仓 |
| BLOK | AMPLIFY ETF TR | $19.88万 | 0.01% | 3,174 | 1 | 0.0% | $63 | 加仓 |
| VSGX | VANGUARD WORLD FD | $19.98万 | 0.01% | 2,426 | -772 | -24.1% | -$6.36万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.09万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $20.85万 | 0.01% | 3,729 | -11 | -0.3% | -$615 | 减仓 |
| MMM | 3M CO | $21.14万 | 0.01% | 1,306 | 6 | 0.5% | $971 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $21.18万 | 0.01% | 13,068 | -180 | -1.4% | -$2,918 | 减仓 |
| QUAL | ISHARES TR | $21.97万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.12万 | 0.01% | 4,333 | -4 | -0.1% | -$204 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $22.24万 | 0.01% | 16,550 | -3,500 | -17.5% | -$4.70万 | 减仓 |
| V | VISA INC | $23.02万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $23.34万 | 0.01% | 2,441 | -82 | -3.3% | -$7,841 | 减仓 |
| BA | BOEING CO | $23.49万 | 0.01% | 1,085 | 6 | 0.6% | $1,299 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.47万 | 0.01% | 855 | 6 | 0.7% | $1,787 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.53万 | 0.01% | 5,384 | 4,892 | 994.3% | $24.11万 | 加仓 |
| ABBV | ABBVIE INC | $26.93万 | 0.01% | 1,070 | 20 | 1.9% | $5,033 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $26.94万 | 0.01% | 1,414 | 850 | 150.7% | $16.19万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $27.16万 | 0.01% | 5,136 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $27.66万 | 0.01% | 5,689 | -869 | -13.3% | -$4.22万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $27.72万 | 0.01% | 3,243 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $28.02万 | 0.01% | 12,102 | 2,860 | 30.9% | $6.62万 | 加仓 |
| LABU | DIREXION SHARES ETF TRUST | $29.21万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $31.18万 | 0.01% | 8,610 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $31.99万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $32.86万 | 0.01% | 6,922 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $33.60万 | 0.01% | 1,814 | 4 | 0.2% | $741 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.72万 | 0.01% | 1,112 | -21 | -1.9% | -$6,368 | 减仓 |
| AOR | ISHARES TR | $34.14万 | 0.01% | 4,912 | -1,728 | -26.0% | -$12.01万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $38.42万 | 0.02% | 1,665 | -2,335 | -58.4% | -$53.88万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $38.43万 | 0.02% | 3,276 | 6 | 0.2% | $704 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $39.49万 | 0.02% | 1,206 | 24 | 2.0% | $7,858 | 加仓 |
| ITOT | ISHARES TR | $39.63万 | 0.02% | 2,412 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $40.06万 | 0.02% | 1,502 | 939 | 166.8% | $25.05万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $42.06万 | 0.02% | 1,000 | -100 | -9.1% | -$4.21万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $42.81万 | 0.02% | 8,466 | 7,716 | 1,028.8% | $39.02万 | 重新持有 |
| LDUR | PIMCO ETF TR | $44.47万 | 0.02% | 4,651 | -41 | -0.9% | -$3,920 | 减仓 |
| USB | US BANCORP | $45.93万 | 0.02% | 7,604 | 20 | 0.3% | $1,208 | 加仓 |
| QGRW | WISDOMTREE TR | $47.14万 | 0.02% | 7,139 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $48.80万 | 0.02% | 1,533 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.93万 | 0.02% | 7,000 | 7,000 | — | $48.93万 | 新建仓 |
| WMT | WALMART INC | $51.50万 | 0.02% | 4,547 | 351 | 8.4% | $3.98万 | 加仓 |
| LOW | LOWES COS INC | $56.51万 | 0.02% | 2,563 | 3 | 0.1% | $661 | 加仓 |
| IAU | ISHARES GOLD TR | $57.15万 | 0.02% | 7,568 | 7,568 | — | $57.15万 | 新建仓 |
| AGG | ISHARES TR | $57.15万 | 0.02% | 5,774 | 1,099 | 23.5% | $10.88万 | 加仓 |
| SNOW | SNOWFLAKE INC | $57.32万 | 0.02% | 2,252 | 2 | 0.1% | $509 | 加仓 |
| ESGV | VANGUARD WORLD FD | $61.95万 | 0.03% | 4,685 | -319 | -6.4% | -$4.22万 | 减仓 |
| U | UNITY SOFTWARE INC | $62.09万 | 0.03% | 21,725 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $62.41万 | 0.03% | 6,979 | 31 | 0.4% | $2,772 | 加仓 |
| GLD | SPDR GOLD TR | $63.84万 | 0.03% | 1,733 | 1,491 | 616.1% | $54.93万 | 加仓 |
| TSLA | TESLA INC | $64.94万 | 0.03% | 1,544 | 22 | 1.4% | $9,253 | 加仓 |
| VOO | VANGUARD INDEX FDS | $66.71万 | 0.03% | 971 | 73 | 8.1% | $5.02万 | 加仓 |
| USRT | ISHARES TR | $71.47万 | 0.03% | 10,756 | -1,160 | -9.7% | -$7.71万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $71.50万 | 0.03% | 8,301 | 1,263 | 17.9% | $10.88万 | 加仓 |
| IWF | ISHARES TR | $76.44万 | 0.03% | 6,156 | 620 | 11.2% | $7.70万 | 加仓 |
| DES | WISDOMTREE TR | $78.48万 | 0.03% | 19,292 | -15,807 | -45.0% | -$64.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $85.76万 | 0.04% | 1,148 | 228 | 24.8% | $17.03万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $86.63万 | 0.04% | 14,513 | -6 | -0.0% | -$358 | 减仓 |