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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $21.97万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $21.18万 | 0.01% | 13,068 | -180 | -1.4% | -$2,918 | 减仓 |
| MMM | 3M CO | $21.14万 | 0.01% | 1,306 | 6 | 0.5% | $971 | 加仓 |
| ESML | ISHARES TR | $20.85万 | 0.01% | 3,729 | -11 | -0.3% | -$615 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.09万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $19.98万 | 0.01% | 2,426 | -772 | -24.1% | -$6.36万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $19.88万 | 0.01% | 3,174 | 1 | 0.0% | $63 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $19.32万 | 0.01% | 1,223 | -9 | -0.7% | -$1,422 | 减仓 |
| VBR | VANGUARD INDEX FDS | $19.26万 | 0.01% | 793 | -77 | -8.9% | -$1.87万 | 减仓 |
| ILCG | ISHARES TR | $18.66万 | 0.01% | 1,595 | -201 | -11.2% | -$2.35万 | 减仓 |
| WCLD | WISDOMTREE TR | $18.30万 | 0.01% | 5,710 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.27万 | 0.01% | 365 | 9 | 2.5% | $4,505 | 加仓 |
| META | META PLATFORMS INC | $17.82万 | 0.01% | 316 | 27 | 9.3% | $1.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $17.76万 | 0.01% | 631 | 3 | 0.5% | $844 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $17.74万 | 0.01% | 5,097 | -223 | -4.2% | -$7,763 | 减仓 |
| BAC | BANK OF AMER CORP | $17.64万 | 0.01% | 3,097 | 97 | 3.2% | $5,527 | 加仓 |
| VO | VANGUARD INDEX FDS | $17.37万 | 0.01% | 2,155 | 551 | 34.4% | $4.44万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $17.18万 | 0.01% | 1,344 | 1,274 | 1,820.0% | $16.29万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $16.94万 | 0.01% | 2,050 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $16.73万 | 0.01% | 1,715 | -16 | -0.9% | -$1,561 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $16.11万 | 0.01% | 7,837 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $15.54万 | 0.01% | 2,040 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $14.87万 | 0.01% | 256 | 12 | 4.9% | $6,969 | 加仓 |
| MS | MORGAN STANLEY | $14.86万 | 0.01% | 711 | 12 | 1.7% | $2,508 | 加仓 |
| VV | VANGUARD INDEX FDS | $14.69万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $14.63万 | 0.01% | 4,322 | -143 | -3.2% | -$4,839 | 减仓 |
| ARKF | ARK ETF TR | $14.55万 | 0.01% | 3,688 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $14.44万 | 0.01% | 3,486 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $14.08万 | 0.01% | 373 | 42 | 12.7% | $1.59万 | 加仓 |
| IJH | ISHARES TR | $13.77万 | 0.01% | 1,786 | -12 | -0.7% | -$925 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $13.75万 | 0.01% | 215 | 215 | — | $13.75万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $13.54万 | 0.01% | 13,800 | 300 | 2.2% | $2,943 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.24万 | 0.01% | 277 | 3 | 1.1% | $1,434 | 加仓 |
| VBK | VANGUARD INDEX FDS | $13.04万 | 0.01% | 357 | -1 | -0.3% | -$365 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $12.74万 | 0.01% | 4,328 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $12.72万 | 0.01% | 1,565 | 43 | 2.8% | $3,495 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $12.66万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $12.53万 | 0.01% | 1,102 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $12.40万 | 0.01% | 1,038 | -2 | -0.2% | -$239 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $12.06万 | 0.01% | 1,251 | -30 | -2.3% | -$2,892 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $11.82万 | 0.01% | 4,082 | -1,582 | -27.9% | -$4.58万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $11.71万 | 0.01% | 5,472 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $11.66万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $11.58万 | 0.01% | 730 | 530 | 265.0% | $8.41万 | 加仓 |
| SDY | SPDR SERIES TRUST | $11.39万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $11.02万 | 0.00% | 1,037 | 1,037 | — | $11.02万 | 新建仓 |
| IJR | ISHARES TR | $10.95万 | 0.00% | 738 | -26 | -3.4% | -$3,858 | 减仓 |
| MCD | MCDONALDS CORP | $10.89万 | 0.00% | 403 | 3 | 0.8% | $810 | 加仓 |
| — | EXXON MOBIL CORP | $10.77万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $10.77万 | 0.00% | 650 | -36 | -5.2% | -$5,964 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $10.55万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $10.43万 | 0.00% | 480 | 480 | — | $10.43万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $10.26万 | 0.00% | 252 | 2 | 0.8% | $814 | 加仓 |
| GE | GE AEROSPACE | $10.15万 | 0.00% | 272 | 14 | 5.4% | $5,223 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9.83万 | 0.00% | 491 | 354 | 258.4% | $7.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $9.80万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $9.72万 | 0.00% | 49 | 4 | 8.9% | $7,936 | 加仓 |
| — | WISDOMTREE TR | $9.62万 | 0.00% | 3,538 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $9.44万 | 0.00% | 101 | -10 | -9.0% | -$9,348 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $9.37万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $9.35万 | 0.00% | 1,739 | -21 | -1.2% | -$1,130 | 减仓 |
| ABT | ABBOTT LABORATORIES | $9.31万 | 0.00% | 1,026 | 4 | 0.4% | $363 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $9.08万 | 0.00% | 314 | -304 | -49.2% | -$8.79万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $9.02万 | 0.00% | 785 | 785 | — | $9.02万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $8.78万 | 0.00% | 894 | 894 | — | $8.78万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8.64万 | 0.00% | 2,350 | 200 | 9.3% | $7,352 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $8.53万 | 0.00% | 1,052 | -205 | -16.3% | -$1.66万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $8.34万 | 0.00% | 1,676 | 66 | 4.1% | $3,286 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $8.26万 | 0.00% | 2,604 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $8.24万 | 0.00% | 77 | 3 | 4.1% | $3,210 | 加仓 |
| TDV | PROSHARES TR | $7.99万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $7.78万 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7.74万 | 0.00% | 1,640 | 1,640 | — | $7.74万 | 新建仓 |
| SA | SEABRIDGE GOLD INC | $7.72万 | 0.00% | 3,000 | 3,000 | — | $7.72万 | 新建仓 |
| GEV | GE VERNOVA INC | $7.64万 | 0.00% | 65 | 3 | 4.8% | $3,525 | 加仓 |
| IDEV | ISHARES TR | $7.58万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $7.55万 | 0.00% | 174 | 11 | 6.7% | $4,771 | 加仓 |
| EMXC | ISHARES INC | $7.53万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $7.45万 | 0.00% | 118 | 4 | 3.5% | $2,527 | 加仓 |
| IXN | ISHARES TR | $7.43万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $7.38万 | 0.00% | 330 | -329 | -49.9% | -$7.36万 | 减仓 |
| XYLD | GLOBAL X FDS | $7.34万 | 0.00% | 1,800 | 550 | 44.0% | $2.24万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $7.28万 | 0.00% | 14,000 | -2,385 | -14.6% | -$1.24万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $7.27万 | 0.00% | 329 | 329 | — | $7.27万 | 新建仓 |
| COWZ | PACER FDS TR | $7.25万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $7.24万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $7.15万 | 0.00% | 139 | 15 | 12.1% | $7,720 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $7.09万 | 0.00% | 9,000 | -4,000 | -30.8% | -$3.15万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7.08万 | 0.00% | 534 | 1 | 0.2% | $133 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $6.98万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $6.87万 | 0.00% | 848 | -354 | -29.5% | -$2.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $6.81万 | 0.00% | 2,459 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $6.72万 | 0.00% | 878 | 128 | 17.1% | $9,804 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $6.63万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $6.56万 | 0.00% | 1,256 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $6.33万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $6.28万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $6.22万 | 0.00% | 10,663 | 567 | 5.6% | $3,306 | 加仓 |
| — | GLOBAL X FDS | $6.21万 | 0.00% | 1,093 | 0 | 0.0% | — | 不变 |