13F 机构持仓

HALBERT HARGROVE GLOBAL ADVISORS, LLC

LONG BEACH CA · SEC CIK 0001484205

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$23.12亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 16.0%
NTSX 13.7%
LRGF 11.8%
WAMA 8.0%
IEMG 7.9%
IEFA 7.8%
NTSI 6.3%
INTF 6.1%
SERIES PORTFOL 3.9%
EEM 3.1%

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
MFG MIZUHO FINANCIAL GROUP INC $1,6240.00%169 169— $1,624 新建仓
BBUS J P MORGAN EXCHANGE TRADED F $1,6170.00%12 220.0% $270 加仓
SOLS SOLSTICE ADVANCED MATLS INC $1,5950.00%18 00.0% — 不变
KMI KINDER MORGAN INC DEL $1,5790.00%49 49— $1,579 新建仓
HSBC HSBC HLDGS PLC $1,5500.00%16 16— $1,550 新建仓
DELL DELL TECHNOLOGIES INC $1,5460.00%4 4— $1,546 新建仓
NGG NATIONAL GRID PLC $1,5170.00%18 18— $1,517 新建仓
BHP BHP BILLITON LIMITED $1,5140.00%18 18— $1,514 新建仓
TRV TRAVELERS COMPANIES INC $1,5030.00%5 5— $1,503 新建仓
BTI BRITISH AMERN TOB PLC $1,4930.00%24 24— $1,493 新建仓
GLW CORNING INC $1,4800.00%6 6— $1,480 新建仓
SCHW SCHWAB CHARLES CORP $1,4790.00%16 16— $1,479 新建仓
SMFG SUMITOMO MITSUI FIN GRP INC $1,4520.00%62 62— $1,452 新建仓
IQV IQVIA HLDGS INC $1,4360.00%7 7— $1,436 新建仓
DAL DELTA AIR LINES INC $1,4220.00%15 15— $1,422 新建仓
KD KYNDRYL HLDGS INC $1,4140.00%125 00.0% — 不变
AIG AMERICAN INTL GROUP INC $1,3960.00%19 19— $1,396 新建仓
PUK PRUDENTIAL PLC $1,3760.00%51 51— $1,376 新建仓
PLTR PALANTIR TECHNOLOGIES INC $1,3690.00%12 12— $1,369 新建仓
SHW SHERWIN WILLIAMS CO $1,3050.00%4 4— $1,305 新建仓
CDX SIMPLIFY EXCHANGE TRADED FUN $1,2890.00%61 61— $1,289 新建仓
TM TOYOTA MOTOR CORP $1,2750.00%8 8— $1,275 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1,2650.00%1 1— $1,265 新建仓
LHX L3HARRIS TECHNOLOGIES INC $1,2610.00%4 4— $1,261 新建仓
BMY BRISTOL-MYERS SQUIBB CO $1,2520.00%22 22— $1,252 新建仓
CDNS CADENCE DESIGN SYSTEM INC $1,2430.00%3 3— $1,243 新建仓
GM GENERAL MTRS CO $1,2120.00%16 16— $1,212 新建仓
RIO RIO TINTO PLC $1,1840.00%12 12— $1,184 新建仓
AMGN AMGEN INC $1,1520.00%3 3— $1,152 新建仓
ARGX ARGENX SE $1,1510.00%1 1— $1,151 新建仓
MO ALTRIA GROUP INC $1,1390.00%16 16— $1,139 新建仓
ADP AUTOMATIC DATA PROCESSING IN $1,1110.00%5 5— $1,111 新建仓
DEO DIAGEO PLC $1,1000.00%14 14— $1,100 新建仓
SNY SANOFI SA $1,0960.00%26 26— $1,096 新建仓
TER TERADYNE INC $1,0840.00%2 2— $1,084 新建仓
MGA MAGNA INTL INC $1,0790.00%16 16— $1,079 新建仓
ADI ANALOG DEVICES INC $1,0650.00%3 3— $1,065 新建仓
ORLY OREILLY AUTOMOTIVE INC $1,0500.00%11 11— $1,050 新建仓
IX ORIX CORP $1,0410.00%27 27— $1,041 新建仓
EQIX EQUINIX INC $1,0220.00%1 1— $1,022 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $1,0160.00%8 8— $1,016 新建仓
CP CANADIAN PACIFIC KANSAS CITY $1,0040.00%12 12— $1,004 新建仓
SBUX STARBUCKS CORP $9930.00%10 10— $993 新建仓
DLR DIGITAL RLTY TR INC $9900.00%6 6— $990 新建仓
BSX BOSTON SCIENTIFIC CORP $9770.00%23 23— $977 新建仓
RELX RELX PLC $9660.00%30 30— $966 新建仓
VRTX VERTEX PHARMACEUTICALS INC $9640.00%2 2— $964 新建仓
PSX PHILLIPS 66 $9490.00%6 6— $949 新建仓
DASH DOORDASH INC $9320.00%5 5— $932 新建仓
UBS UBS GROUP AG $9260.00%19 19— $926 新建仓
HWM HOWMET AEROSPACE INC $9210.00%3 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTA $9210.00%37 37— $921 新建仓
PHG KONINKLIJKE PHILIPS N V $8940.00%33 33— $894 新建仓
EBAY EBAY INC. $8920.00%8 8— $892 新建仓
BURL BURLINGTON STORES INC $8910.00%3 3— $891 新建仓
BIL SPDR SERIES TRUST $8890.00%10 -762-98.7% -$6.77万 减仓
FNF FIDELITY NATL FINL INC $8830.00%19 19— $883 新建仓
JCI JOHNSON CONTROLS INTERNATION $8770.00%6 6— $877 新建仓
FTNT FORTINET INC $8720.00%6 6— $872 新建仓
OKE ONEOK INC NEW $8650.00%10 10— $865 新建仓
NOK NOKIA CORP $8600.00%65 65— $860 新建仓
SEIC SEI INVTS CO $8500.00%10 10— $850 新建仓
ILMN ILLUMINA INC $8360.00%5 5— $836 新建仓
AMT AMERICAN TOWER CORP $8280.00%5 5— $828 新建仓
CCL CARNIVAL CORP LTD $8100.00%28 28— $810 新建仓
CBRE CBRE GROUP INC $8070.00%6 5500.0% $672 重新持有
UBER UBER TECHNOLOGIES INC $8060.00%11 11— $806 新建仓
MPWR MONOLITHIC PWR SYS INC $8020.00%1 1— $802 新建仓
ELAN ELANCO ANIMAL HEALTH INC $7760.00%32 32— $776 新建仓
HAL HALLIBURTON CO $7740.00%23 23— $774 新建仓
EMR EMERSON ELEC CO $7740.00%5 5— $774 新建仓
ALAB ASTERA LABS INC $7730.00%2 2— $773 新建仓
WAT WATERS CORP $7730.00%2 2— $773 新建仓
RYAAY RYANAIR HOLDINGS PLC $7670.00%12 12— $767 新建仓
URI UNITED RENTALS INC $7600.00%1 1— $760 新建仓
SONY SONY GROUP CORP $7530.00%37 37— $753 新建仓
VTRS VIATRIS INC $7440.00%47 47— $744 新建仓
DB DEUTSCHE BK AG $7370.00%22 22— $737 新建仓
VZ VERIZON COMMUNICATIONS INC $7370.00%17 17— $737 新建仓
PHM PULTE GROUP INC $7130.00%5 5— $713 新建仓
CAH CARDINAL HEALTH INC $7130.00%3 3— $713 新建仓
NEM NEWMONT CORP $7040.00%8 8— $704 新建仓
BBIN J P MORGAN EXCHANGE TRADED F $7030.00%9 00.0% — 不变
EOG EOG RES INC $7010.00%5 5— $701 新建仓
MT ARCELORMITTAL SA LUXEMBOURG $7010.00%12 12— $701 新建仓
TAK TAKEDA PHARMACEUTICAL CO LTD $7010.00%44 44— $701 新建仓
USFD US FOODS HLDG CORP $6950.00%7 7— $695 新建仓
CL COLGATE PALMOLIVE CO $6730.00%7 7— $673 新建仓
LITE LUMENTUM HLDGS INC $6700.00%1 1— $670 新建仓
NRG NRG ENERGY INC $6670.00%5 5— $667 新建仓
MCK MCKESSON CORP $6650.00%1 1— $665 新建仓
RBA RB GLOBAL INC $6610.00%6 6— $661 新建仓
FERG FERGUSON ENTERPRISES INC $6570.00%3 3— $657 新建仓
SO SOUTHERN CO $6560.00%7 7— $656 新建仓
CVNA CARVANA CO $6530.00%10 10— $653 新建仓
IT GARTNER INC $6490.00%5 00.0% — 不变
BKR BAKER HUGHES COMPANY $6480.00%12 12— $648 新建仓
CI THE CIGNA GROUP $6440.00%2 2— $644 新建仓
NSC NORFOLK SOUTHN CORP $6410.00%2 2— $641 新建仓
ALLY ALLY FINL INC $6330.00%14 14— $633 新建仓