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 |
|---|---|---|---|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | $1.14万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.11万 | 0.00% | 94 | -54 | -36.5% | -$6,382 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1.11万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.10万 | 0.00% | 73 | 10 | 15.9% | $1,505 | 加仓 |
| MAGS | LISTED FDS TR | $1.09万 | 0.00% | 170 | 170 | — | $1.09万 | 新建仓 |
| ADBE | ADOBE INC | $1.08万 | 0.00% | 53 | 53 | — | $1.08万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $1.04万 | 0.00% | 58 | 8 | 16.0% | $1,429 | 加仓 |
| — | ISHARES TR | $1.03万 | 0.00% | 227 | 1 | 0.4% | $45 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $1.00万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $9,882 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $9,641 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $9,607 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9,382 | 0.00% | 51 | 10 | 24.4% | $1,840 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $9,086 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8,917 | 0.00% | 122 | 6 | 5.2% | $439 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $8,375 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $8,336 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,290 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $8,281 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $8,268 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $8,212 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8,117 | 0.00% | 64 | 13 | 25.5% | $1,649 | 加仓 |
| EUFN | ISHARES TR | $7,993 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD | $7,968 | 0.00% | 332 | 332 | — | $7,968 | 新建仓 |
| ING | ING GROEP N.V. | $7,954 | 0.00% | 253 | 44 | 21.1% | $1,383 | 加仓 |
| C | CITIGROUP INC | $7,435 | 0.00% | 53 | 53 | — | $7,435 | 新建仓 |
| INTU | INTUIT | $7,061 | 0.00% | 27 | 1 | 3.8% | $262 | 加仓 |
| TTE | TOTALENERGIES SE | $6,902 | 0.00% | 89 | 26 | 41.3% | $2,016 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $6,776 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $6,497 | 0.00% | 51 | 16 | 45.7% | $2,038 | 加仓 |
| USMV | ISHARES TR | $6,464 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $6,376 | 0.00% | 47 | -94 | -66.7% | -$1.28万 | 减仓 |
| ETN | EATON CORP PLC | $6,115 | 0.00% | 14 | 3 | 27.3% | $1,310 | 加仓 |
| APH | AMPHENOL CORP | $5,940 | 0.00% | 34 | 34 | — | $5,940 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $5,838 | 0.00% | 34 | 34 | — | $5,838 | 新建仓 |
| IR | INGERSOLL RAND INC | $5,493 | 0.00% | 67 | 3 | 4.7% | $246 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5,361 | 0.00% | 100 | 100 | — | $5,361 | 新建仓 |
| PCAR | PACCAR INC | $5,319 | 0.00% | 44 | 1 | 2.3% | $121 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,302 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $5,040 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4,941 | 0.00% | 35 | 35 | — | $4,941 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,937 | 0.00% | 29 | 29 | — | $4,937 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $4,912 | 0.00% | 10 | 1 | 11.1% | $491 | 加仓 |
| MXI | ISHARES TR | $4,869 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $4,796 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,790 | 0.00% | 202 | 202 | — | $4,790 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $4,714 | 0.00% | 44 | 44 | — | $4,714 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $4,526 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4,465 | 0.00% | 14 | 1 | 7.7% | $319 | 加仓 |
| WELL | WELLTOWER INC | $4,463 | 0.00% | 20 | 20 | — | $4,463 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $4,422 | 0.00% | 17 | 17 | — | $4,422 | 新建仓 |
| VST | VISTRA CORP | $4,393 | 0.00% | 28 | 28 | — | $4,393 | 新建仓 |
| DOW | DOW HLDGS INC | $4,275 | 0.00% | 156 | 15 | 10.6% | $411 | 加仓 |
| IUSV | ISHARES TR | $4,076 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $4,060 | 0.00% | 21 | 21 | — | $4,060 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,979 | 0.00% | 18 | 18 | — | $3,979 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,845 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $3,602 | 0.00% | 133 | 10 | 8.1% | $271 | 加仓 |
| AOM | ISHARES TR | $3,557 | 0.00% | 71 | 10 | 16.4% | $501 | 加仓 |
| APP | APPLOVIN CORP | $3,515 | 0.00% | 7 | 7 | — | $3,515 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $3,440 | 0.00% | 28 | 2 | 7.7% | $246 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,429 | 0.00% | 12 | 12 | — | $3,429 | 新建仓 |
| COP | CONOCOPHILLIPS | $3,359 | 0.00% | 32 | 10 | 45.5% | $1,050 | 加仓 |
| PAYX | PAYCHEX INC | $3,333 | 0.00% | 34 | 4 | 13.3% | $392 | 加仓 |
| DHR | DANAHER CORP DEL | $3,216 | 0.00% | 17 | 1 | 6.2% | $189 | 加仓 |
| IWO | ISHARES TR | $3,181 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $3,167 | 0.00% | 118 | 118 | — | $3,167 | 新建仓 |
| WFC | WELLS FARGO & CO | $3,028 | 0.00% | 37 | -196 | -84.1% | -$1.60万 | 重新持有 |
| — | BITWISE 10 CRYPTO INDEX ETF | $2,969 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $2,934 | 0.00% | 1 | 1 | — | $2,934 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $2,798 | 0.00% | 29 | 2 | 7.4% | $193 | 加仓 |
| KLAC | KLA CORP | $2,779 | 0.00% | 9 | 9 | — | $2,779 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $2,555 | 0.00% | 14 | -86 | -86.0% | -$1.57万 | 减仓 |
| GSK | GSK PLC | $2,418 | 0.00% | 46 | 46 | — | $2,418 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $2,360 | 0.00% | 7 | 7 | — | $2,360 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $2,343 | 0.00% | 23 | 23 | — | $2,343 | 新建仓 |
| NVS | NOVARTIS AG | $2,342 | 0.00% | 15 | 15 | — | $2,342 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,335 | 0.00% | 26 | 5 | 23.8% | $449 | 加仓 |
| NWG | NATWEST GROUP PLC | $2,307 | 0.00% | 131 | 131 | — | $2,307 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,252 | 0.00% | 16 | 16 | — | $2,252 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2,215 | 0.00% | 11 | 11 | — | $2,215 | 新建仓 |
| LIN | LINDE PLC | $2,133 | 0.00% | 4 | 4 | — | $2,133 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,110 | 0.00% | 24 | 1 | 4.3% | $88 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,096 | 0.00% | 9 | 9 | — | $2,096 | 新建仓 |
| DIS | DISNEY WALT CO | $2,068 | 0.00% | 21 | 19 | 950.0% | $1,871 | 重新持有 |
| SAP | SAP SE | $2,062 | 0.00% | 13 | 13 | — | $2,062 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2,006 | 0.00% | 24 | 24 | — | $2,006 | 新建仓 |
| ROST | ROSS STORES INC | $1,978 | 0.00% | 9 | 9 | — | $1,978 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $1,957 | 0.00% | 2 | 2 | — | $1,957 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $1,956 | 0.00% | 3,802 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1,946 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1,918 | 0.00% | 9 | 9 | — | $1,918 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1,912 | 0.00% | 13 | -794 | -98.4% | -$11.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,867 | 0.00% | 18 | 18 | — | $1,867 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $1,823 | 0.00% | 13 | 13 | — | $1,823 | 新建仓 |
| PEP | PEPSICO INC | $1,792 | 0.00% | 13 | -144 | -91.7% | -$1.98万 | 减仓 |
| MET | METLIFE INC | $1,789 | 0.00% | 21 | 21 | — | $1,789 | 新建仓 |
| STT | STATE STR CORP | $1,776 | 0.00% | 10 | 10 | — | $1,776 | 新建仓 |
| BLK | BLACKROCK INC | $1,770 | 0.00% | 2 | 2 | — | $1,770 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,708 | 0.00% | 18 | 18 | — | $1,708 | 新建仓 |