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 |
|---|---|---|---|---|---|---|---|---|
| RSPT | INVESCO EXCHANGE TRADED FD T | $6.16万 | 0.00% | 955 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $6.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $6.12万 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $5.99万 | 0.00% | 628 | -220 | -25.9% | -$2.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5.95万 | 0.00% | 419 | -79 | -15.9% | -$1.12万 | 减仓 |
| — | TIDAL TRUST II | $5.77万 | 0.00% | 1,950 | 1,950 | — | $5.77万 | 新建仓 |
| HEFA | ISHARES TR | $5.29万 | 0.00% | 1,128 | 1,128 | — | $5.29万 | 新建仓 |
| CRUX | COLUMBIA ETF TR I | $5.17万 | 0.00% | 1,726 | 1,726 | — | $5.17万 | 新建仓 |
| DGRO | ISHARES TR | $5.14万 | 0.00% | 678 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $5.04万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $5.00万 | 0.00% | 1,051 | 928 | 754.5% | $4.41万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.77万 | 0.00% | 66 | 5 | 8.2% | $3,610 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.68万 | 0.00% | 533 | 23 | 4.5% | $2,018 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $4.51万 | 0.00% | 167 | -20 | -10.7% | -$5,401 | 减仓 |
| QDPL | PACER FDS TR | $4.51万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $4.46万 | 0.00% | 164 | 6 | 3.8% | $1,631 | 加仓 |
| T | AT&T INC | $4.25万 | 0.00% | 2,055 | 55 | 2.8% | $1,139 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4.24万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| EMEQ | NOMURA ETF TR | $4.23万 | 0.00% | 580 | 580 | — | $4.23万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $4.17万 | 0.00% | 534 | 534 | — | $4.17万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $4.17万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $4.00万 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4.00万 | 0.00% | 165 | -56 | -25.3% | -$1.36万 | 减仓 |
| YUM | YUM BRANDS INC | $3.94万 | 0.00% | 247 | 1 | 0.4% | $160 | 加仓 |
| IHDG | WISDOMTREE TR | $3.93万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $3.85万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $3.76万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $3.70万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $3.68万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.57万 | 0.00% | 108 | 108 | — | $3.57万 | 新建仓 |
| — | ISHARES TR | $3.55万 | 0.00% | 1,592 | -1,813 | -53.2% | -$4.04万 | 减仓 |
| ORCL | ORACLE CORP | $3.55万 | 0.00% | 242 | -28 | -10.4% | -$4,105 | 减仓 |
| — | XAI FLOATING RATE & ALTER IN | $3.51万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.50万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $3.38万 | 0.00% | 69 | 3 | 4.5% | $1,471 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $3.37万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $3.37万 | 0.00% | 275 | 275 | — | $3.37万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3.24万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.24万 | 0.00% | 515 | 7 | 1.4% | $440 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.18万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $3.16万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.97万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2.92万 | 0.00% | 51 | 51 | — | $2.92万 | 新建仓 |
| — | THEMES ETF TR | $2.89万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $2.85万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $2.73万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2.68万 | 0.00% | 503 | 3 | 0.6% | $160 | 加仓 |
| IYF | ISHARES TR | $2.63万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2.58万 | 0.00% | 101 | 5 | 5.2% | $1,276 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $2.58万 | 0.00% | 600 | 600 | — | $2.58万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $2.55万 | 0.00% | 531 | -18 | -3.3% | -$863 | 减仓 |
| KEY | KEYCORP | $2.53万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.50万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $2.35万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $2.29万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $2.23万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $2.23万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $2.22万 | 0.00% | 850 | 850 | — | $2.22万 | 新建仓 |
| IMCG | ISHARES TR | $2.22万 | 0.00% | 225 | -235 | -51.1% | -$2.31万 | 减仓 |
| BP | BP PLC | $2.15万 | 0.00% | 583 | 15 | 2.6% | $554 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.13万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2.11万 | 0.00% | 572 | -79 | -12.1% | -$2,913 | 减仓 |
| IXC | ISHARES TR | $2.11万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $2.05万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $2.00万 | 0.00% | 122 | 122 | — | $2.00万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $1.98万 | 0.00% | 50 | -15 | -23.1% | -$5,949 | 减仓 |
| PWR | QUANTA SVCS INC | $1.98万 | 0.00% | 27 | 27 | — | $1.98万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.93万 | 0.00% | 25 | 3 | 13.6% | $2,316 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.91万 | 0.00% | 330 | 5 | 1.5% | $289 | 加仓 |
| — | GLOBAL X FDS | $1.85万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $1.75万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.73万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.72万 | 0.00% | 70 | -3 | -4.1% | -$739 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.71万 | 0.00% | 34 | 2 | 6.2% | $1,008 | 加仓 |
| IVE | ISHARES TR | $1.70万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.60万 | 0.00% | 78 | -41 | -34.5% | -$8,417 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 300 | 150 | 100.0% | $7,966 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.59万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1.58万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.57万 | 0.00% | 83 | 10 | 13.7% | $1,897 | 加仓 |
| CRM | SALESFORCE INC | $1.52万 | 0.00% | 97 | 4 | 4.3% | $627 | 加仓 |
| SHEL | SHELL PLC | $1.48万 | 0.00% | 191 | 29 | 17.9% | $2,252 | 加仓 |
| DMXF | ISHARES TR | $1.48万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $1.45万 | 0.00% | 923 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.40万 | 0.00% | 34 | -7 | -17.1% | -$2,879 | 减仓 |
| L | LOEWS CORP | $1.38万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1.36万 | 0.00% | 88 | 1 | 1.1% | $155 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.36万 | 0.00% | 510 | 27 | 5.6% | $720 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.33万 | 0.00% | 11 | 11 | — | $1.33万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $1.31万 | 0.00% | 952 | 276 | 40.8% | $3,809 | 加仓 |
| IAI | ISHARES TR | $1.30万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.30万 | 0.00% | 153 | 12 | 8.5% | $1,017 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.28万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $1.24万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.24万 | 0.00% | 174 | 44 | 33.8% | $3,144 | 加仓 |
| CSCO | CISCO SYS INC | $1.24万 | 0.00% | 106 | 39 | 58.2% | $4,563 | 加仓 |
| IXJ | ISHARES TR | $1.22万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $1.16万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |