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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.69亿 | 15.96% | 492,680 | -9,643 | -1.9% | -$722.15万 | 减仓 |
| NTSX | WISDOMTREE TR | $3.16亿 | 13.68% | 5,356,465 | -60,631 | -1.1% | -$358.03万 | 减仓 |
| LRGF | ISHARES TR | $2.74亿 | 11.85% | 3,621,832 | -4,657 | -0.1% | -$35.22万 | 减仓 |
| WAMA | WISDOMTREE TR | $1.84亿 | 7.97% | 7,039,294 | 85,571 | 1.2% | $224.01万 | 加仓 |
| IEMG | ISHARES INC | $1.83亿 | 7.93% | 2,212,917 | -49,750 | -2.2% | -$412.13万 | 减仓 |
| IEFA | ISHARES TR | $1.80亿 | 7.77% | 1,858,958 | -1,174 | -0.1% | -$11.34万 | 减仓 |
| NTSI | WISDOMTREE TR | $1.46亿 | 6.32% | 3,134,042 | 13,349 | 0.4% | $62.21万 | 加仓 |
| INTF | ISHARES TR | $1.40亿 | 6.05% | 3,417,256 | 77,587 | 2.3% | $317.80万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $8,979.35万 | 3.88% | 3,043,310 | -5,283 | -0.2% | -$15.59万 | 减仓 |
| EEM | ISHARES TR | $7,228.30万 | 3.13% | 1,056,615 | -31,099 | -2.9% | -$212.75万 | 减仓 |
| — | WISDOMTREE TR | $6,736.75万 | 2.91% | 1,600,768 | 69,153 | 4.5% | $291.03万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5,614.63万 | 2.43% | 1,114,235 | -41,783 | -3.6% | -$210.54万 | 减仓 |
| SCZ | ISHARES TR | $3,043.81万 | 1.32% | 369,979 | -5,085 | -1.4% | -$41.83万 | 减仓 |
| IWM | ISHARES TR | $2,454.59万 | 1.06% | 81,697 | -3,815 | -4.5% | -$114.62万 | 减仓 |
| IWC | ISHARES TR | $1,646.91万 | 0.71% | 82,329 | -2,656 | -3.1% | -$53.13万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,354.96万 | 0.59% | 190,170 | -4,331 | -2.2% | -$30.86万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,021.36万 | 0.44% | 30,154 | -752 | -2.4% | -$25.47万 | 减仓 |
| PYLD | PIMCO ETF TR | $793.86万 | 0.34% | 299,343 | 1,174 | 0.4% | $3.11万 | 加仓 |
| BOND | PIMCO ETF TR | $656.30万 | 0.28% | 71,174 | -885 | -1.2% | -$8.16万 | 减仓 |
| ESGU | ISHARES TR | $624.94万 | 0.27% | 38,183 | -1,825 | -4.6% | -$29.87万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $624.60万 | 0.27% | 129,182 | 1,593 | 1.2% | $7.70万 | 加仓 |
| IWB | ISHARES TR | $620.51万 | 0.27% | 15,153 | -3,834 | -20.2% | -$157.00万 | 减仓 |
| IWV | ISHARES TR | $612.05万 | 0.26% | 14,354 | -1,100 | -7.1% | -$46.90万 | 减仓 |
| MINT | PIMCO ETF TR | $594.34万 | 0.26% | 58,956 | 13,598 | 30.0% | $137.08万 | 加仓 |
| EFA | ISHARES TR | $548.80万 | 0.24% | 52,830 | -2,355 | -4.3% | -$24.46万 | 减仓 |
| ABNB | AIRBNB INC | $379.28万 | 0.16% | 26,504 | 4 | 0.0% | $572 | 加仓 |
| ABNB | AIRBNB INC 看跌期权 | $379.21万 | 0.16% | 26,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $339.09万 | 0.15% | 11,718 | 27 | 0.2% | $7,813 | 加仓 |
| BALL | BALL CORP | $305.21万 | 0.13% | 48,912 | 103 | 0.2% | $6,427 | 加仓 |
| GOOGL | ALPHABET INC | $274.55万 | 0.12% | 7,682 | -553 | -6.7% | -$19.76万 | 减仓 |
| ESGD | ISHARES TR | $268.36万 | 0.12% | 26,102 | 841 | 3.3% | $8.65万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $246.83万 | 0.11% | 20,329 | -414 | -2.0% | -$5.03万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $223.32万 | 0.10% | 12,619 | -939 | -6.9% | -$16.62万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $219.91万 | 0.10% | 7,600 | 100 | 1.3% | $2.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $202.15万 | 0.09% | 5,419 | -2,551 | -32.0% | -$95.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $188.74万 | 0.08% | 2,563 | 29 | 1.1% | $2.14万 | 加仓 |
| LLY | ELI LILLY & CO | $185.75万 | 0.08% | 1,549 | -197 | -11.3% | -$23.62万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $179.91万 | 0.08% | 1,500 | -200 | -11.8% | -$23.99万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $170.83万 | 0.07% | 4,296 | -54 | -1.2% | -$2.15万 | 减仓 |
| ESGE | ISHARES INC | $167.82万 | 0.07% | 30,686 | -1,188 | -3.7% | -$6.50万 | 减仓 |
| GOOG | ALPHABET INC | $165.20万 | 0.07% | 4,676 | -36 | -0.8% | -$1.27万 | 减仓 |
| HD | HOME DEPOT INC | $152.09万 | 0.07% | 4,312 | -199 | -4.4% | -$7.02万 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $144.60万 | 0.06% | 4,100 | -200 | -4.7% | -$7.05万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $132.22万 | 0.06% | 19,109 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $116.20万 | 0.05% | 4,875 | 118 | 2.5% | $2.81万 | 加仓 |
| TMUS | T-MOBILE US INC | $113.30万 | 0.05% | 6,755 | -1,049 | -13.4% | -$17.59万 | 减仓 |
| TMUS | T-MOBILE US INC 看跌期权 | $112.38万 | 0.05% | 6,700 | -1,100 | -14.1% | -$18.45万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $111.91万 | 0.05% | 3,000 | 2,300 | 328.6% | $85.79万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $111.35万 | 0.05% | 2,800 | -1,900 | -40.4% | -$75.56万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $107.20万 | 0.05% | 6,948 | -91 | -1.3% | -$1.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $95.22万 | 0.04% | 2,573 | -57 | -2.2% | -$2.11万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $86.63万 | 0.04% | 14,513 | -6 | -0.0% | -$358 | 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 |
| DES | WISDOMTREE TR | $78.48万 | 0.03% | 19,292 | -15,807 | -45.0% | -$64.30万 | 减仓 |
| IWF | ISHARES TR | $76.44万 | 0.03% | 6,156 | 620 | 11.2% | $7.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $71.50万 | 0.03% | 8,301 | 1,263 | 17.9% | $10.88万 | 加仓 |
| USRT | ISHARES TR | $71.47万 | 0.03% | 10,756 | -1,160 | -9.7% | -$7.71万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $66.71万 | 0.03% | 971 | 73 | 8.1% | $5.02万 | 加仓 |
| TSLA | TESLA INC | $64.94万 | 0.03% | 1,544 | 22 | 1.4% | $9,253 | 加仓 |
| GLD | SPDR GOLD TR | $63.84万 | 0.03% | 1,733 | 1,491 | 616.1% | $54.93万 | 加仓 |
| — | ISHARES TR | $62.41万 | 0.03% | 6,979 | 31 | 0.4% | $2,772 | 加仓 |
| U | UNITY SOFTWARE INC | $62.09万 | 0.03% | 21,725 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $61.95万 | 0.03% | 4,685 | -319 | -6.4% | -$4.22万 | 减仓 |
| SNOW | SNOWFLAKE INC | $57.32万 | 0.02% | 2,252 | 2 | 0.1% | $509 | 加仓 |
| AGG | ISHARES TR | $57.15万 | 0.02% | 5,774 | 1,099 | 23.5% | $10.88万 | 加仓 |
| IAU | ISHARES GOLD TR | $57.15万 | 0.02% | 7,568 | 7,568 | — | $57.15万 | 新建仓 |
| LOW | LOWES COS INC | $56.51万 | 0.02% | 2,563 | 3 | 0.1% | $661 | 加仓 |
| WMT | WALMART INC | $51.50万 | 0.02% | 4,547 | 351 | 8.4% | $3.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $48.93万 | 0.02% | 7,000 | 7,000 | — | $48.93万 | 新建仓 |
| PSA | PUBLIC STORAGE | $48.80万 | 0.02% | 1,533 | 0 | 0.0% | — | 不变 |
| QGRW | WISDOMTREE TR | $47.14万 | 0.02% | 7,139 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $45.93万 | 0.02% | 7,604 | 20 | 0.3% | $1,208 | 加仓 |
| LDUR | PIMCO ETF TR | $44.47万 | 0.02% | 4,651 | -41 | -0.9% | -$3,920 | 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 |
| TSLA | TESLA INC 看跌期权 | $42.06万 | 0.02% | 1,000 | -100 | -9.1% | -$4.21万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $40.06万 | 0.02% | 1,502 | 939 | 166.8% | $25.05万 | 加仓 |
| ITOT | ISHARES TR | $39.63万 | 0.02% | 2,412 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $39.49万 | 0.02% | 1,206 | 24 | 2.0% | $7,858 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $38.43万 | 0.02% | 3,276 | 6 | 0.2% | $704 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $38.42万 | 0.02% | 1,665 | -2,335 | -58.4% | -$53.88万 | 减仓 |
| AOR | ISHARES TR | $34.14万 | 0.01% | 4,912 | -1,728 | -26.0% | -$12.01万 | 减仓 |
| VB | VANGUARD INDEX FDS | $33.72万 | 0.01% | 1,112 | -21 | -1.9% | -$6,368 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $33.60万 | 0.01% | 1,814 | 4 | 0.2% | $741 | 加仓 |
| WTAI | WISDOMTREE TR | $32.86万 | 0.01% | 6,922 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $31.99万 | 0.01% | 1,265 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $31.18万 | 0.01% | 8,610 | 0 | 0.0% | — | 不变 |
| LABU | DIREXION SHARES ETF TRUST | $29.21万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $28.02万 | 0.01% | 12,102 | 2,860 | 30.9% | $6.62万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $27.72万 | 0.01% | 3,243 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $27.66万 | 0.01% | 5,689 | -869 | -13.3% | -$4.22万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $27.16万 | 0.01% | 5,136 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $26.94万 | 0.01% | 1,414 | 850 | 150.7% | $16.19万 | 加仓 |
| ABBV | ABBVIE INC | $26.93万 | 0.01% | 1,070 | 20 | 1.9% | $5,033 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.53万 | 0.01% | 5,384 | 4,892 | 994.3% | $24.11万 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.47万 | 0.01% | 855 | 6 | 0.7% | $1,787 | 加仓 |
| BA | BOEING CO | $23.49万 | 0.01% | 1,085 | 6 | 0.6% | $1,299 | 加仓 |
| DGRW | WISDOMTREE TR | $23.34万 | 0.01% | 2,441 | -82 | -3.3% | -$7,841 | 减仓 |
| V | VISA INC | $23.02万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $22.24万 | 0.01% | 16,550 | -3,500 | -17.5% | -$4.70万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.12万 | 0.01% | 4,333 | -4 | -0.1% | -$204 | 减仓 |