HALBERT HARGROVE GLOBAL ADVISORS, LLC
LONG BEACH CA · SEC CIK 0001484205
$20.72亿2026Q1 申报市值
369持仓数
84.2%前十大占比 · 第一大 15.8%
19 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WAMA 新建仓+$1.67亿
SERIES PORTFOLIO 新建仓+$7,221.39万
WISDOMTREE TR 新建仓+$5,989.67万
LRGF 加仓+$442.27万
IVV 加仓+$114.57万
2026Q1 卖出最多 按季末市值估算
IWB 减仓-$1.62亿
IWM 减仓-$7,021.98万
EFA 减仓-$3,692.75万
SPDW 减仓-$1,973.53万
USXF 清仓-$177.10万
2026Q1 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 | $3.28亿 | 15.83% | 502,323 | 1,754 | 0.4% | $114.57万 | 加仓 |
| NTSX | WISDOMTREE TR | $2.83亿 | 13.63% | 5,417,096 | -24,053 | -0.4% | -$125.44万 | 减仓 |
| LRGF | ISHARES TR | $2.39亿 | 11.55% | 3,626,489 | 67,011 | 1.9% | $442.27万 | 加仓 |
| IEFA | ISHARES TR | $1.68亿 | 8.13% | 1,860,132 | 7,278 | 0.4% | $65.89万 | 加仓 |
| WAMA | WISDOMTREE TR | $1.67亿 | 8.07% | 6,953,723 | 6,953,723 | — | $1.67亿 | 新建仓 |
| IEMG | ISHARES INC | $1.58亿 | 7.62% | 2,262,667 | -8,835 | -0.4% | -$61.62万 | 减仓 |
| NTSI | WISDOMTREE TR | $1.37亿 | 6.63% | 3,120,693 | 1,002 | 0.0% | $4.41万 | 加仓 |
| INTF | ISHARES TR | $1.30亿 | 6.28% | 3,339,669 | 8,796 | 0.3% | $34.27万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $7,221.39万 | 3.48% | 3,048,593 | 3,048,593 | — | $7,221.39万 | 新建仓 |
| EEM | ISHARES TR | $6,177.13万 | 2.98% | 1,087,714 | -23,632 | -2.1% | -$134.21万 | 减仓 |
| — | WISDOMTREE TR | $5,989.67万 | 2.89% | 1,531,615 | 1,531,615 | — | $5,989.67万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $5,277.22万 | 2.55% | 1,156,018 | -432,317 | -27.2% | -$1,973.53万 | 减仓 |
| SCZ | ISHARES TR | $2,940.88万 | 1.42% | 375,064 | -7,824 | -2.0% | -$61.35万 | 减仓 |
| IWM | ISHARES TR | $2,120.69万 | 1.02% | 85,512 | -283,145 | -76.8% | -$7,021.98万 | 减仓 |
| IWC | ISHARES TR | $1,356.45万 | 0.65% | 84,985 | -2,250 | -2.6% | -$35.91万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,246.37万 | 0.60% | 194,501 | -6,248 | -3.1% | -$40.04万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $912.11万 | 0.44% | 30,906 | -2,186 | -6.6% | -$64.51万 | 减仓 |
| PYLD | PIMCO ETF TR | $781.20万 | 0.38% | 298,169 | -13,356 | -4.3% | -$34.99万 | 减仓 |
| IWB | ISHARES TR | $677.01万 | 0.33% | 18,987 | -455,154 | -96.0% | -$1.62亿 | 减仓 |
| BOND | PIMCO ETF TR | $664.96万 | 0.32% | 72,059 | -4,128 | -5.4% | -$38.09万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $610.13万 | 0.29% | 127,589 | -5,064 | -3.8% | -$24.22万 | 减仓 |
| IWV | ISHARES TR | $572.85万 | 0.28% | 15,454 | -2,349 | -13.2% | -$87.07万 | 减仓 |
| ESGU | ISHARES TR | $565.79万 | 0.27% | 40,008 | 14 | 0.0% | $1,980 | 加仓 |
| EFA | ISHARES TR | $536.01万 | 0.26% | 55,185 | -380,188 | -87.3% | -$3,692.75万 | 减仓 |
| MINT | PIMCO ETF TR | $456.17万 | 0.22% | 45,358 | -5,021 | -10.0% | -$50.50万 | 减仓 |
| ABNB | AIRBNB INC | $334.64万 | 0.16% | 26,500 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC 看跌期权 | $334.64万 | 0.16% | 26,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $296.72万 | 0.14% | 11,691 | -1,434 | -10.9% | -$36.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $295.04万 | 0.14% | 7,970 | -483 | -5.7% | -$17.88万 | 减仓 |
| BALL | BALL CORP | $288.51万 | 0.14% | 48,809 | 93 | 0.2% | $5,497 | 加仓 |
| ESGD | ISHARES TR | $241.54万 | 0.12% | 25,261 | -117 | -0.5% | -$1.12万 | 减仓 |
| GOOGL | ALPHABET INC | $236.80万 | 0.11% | 8,235 | 5 | 0.1% | $1,438 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $216.67万 | 0.10% | 4,700 | 1,400 | 42.4% | $64.54万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $210.25万 | 0.10% | 13,558 | 12 | 0.1% | $1,861 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $207.79万 | 0.10% | 20,743 | -15,376 | -42.6% | -$154.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $200.53万 | 0.10% | 4,350 | -86 | -1.9% | -$3.96万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $190.34万 | 0.09% | 7,500 | -700 | -8.5% | -$17.77万 | 减仓 |
| TMUS | T-MOBILE US INC | $163.91万 | 0.08% | 7,804 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC 看跌期权 | $163.82万 | 0.08% | 7,800 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $160.59万 | 0.08% | 1,746 | -54 | -3.0% | -$4.97万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $156.36万 | 0.08% | 1,700 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看跌期权 | $152.41万 | 0.07% | 5,300 | -300 | -5.4% | -$8.63万 | 减仓 |
| HD | HOME DEPOT INC | $148.36万 | 0.07% | 4,511 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $146.29万 | 0.07% | 2,534 | -73 | -2.8% | -$4.21万 | 减仓 |
| ESGE | ISHARES INC | $144.93万 | 0.07% | 31,874 | -890 | -2.7% | -$4.05万 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $141.42万 | 0.07% | 4,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $135.17万 | 0.07% | 4,712 | 3 | 0.1% | $861 | 加仓 |
| DES | WISDOMTREE TR | $126.15万 | 0.06% | 35,099 | -1,136 | -3.1% | -$4.08万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $110.11万 | 0.05% | 19,109 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $102.62万 | 0.05% | 7,039 | -9 | -0.1% | -$1,312 | 减仓 |
| AMZN | AMAZON COM INC | $99.07万 | 0.05% | 4,757 | 4,486 | 1,655.4% | $93.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $84.38万 | 0.04% | 2,630 | 89 | 3.5% | $2.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $78.48万 | 0.04% | 14,519 | 100 | 0.7% | $5,405 | 加仓 |
| USRT | ISHARES TR | $70.53万 | 0.03% | 11,916 | -37 | -0.3% | -$2,190 | 减仓 |
| LOW | LOWES COS INC | $60.49万 | 0.03% | 2,560 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.80万 | 0.03% | 920 | -116 | -11.2% | -$7.54万 | 减仓 |
| IWF | ISHARES TR | $59.02万 | 0.03% | 1,384 | -10 | -0.7% | -$4,264 | 减仓 |
| — | ISHARES TR | $58.33万 | 0.03% | 6,948 | -21 | -0.3% | -$1,763 | 减仓 |
| TSLA | TESLA INC | $56.58万 | 0.03% | 1,522 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $56.18万 | 0.03% | 5,004 | -126 | -2.5% | -$1.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $53.69万 | 0.03% | 898 | -128 | -12.5% | -$7.65万 | 减仓 |
| WMT | WALMART INC | $52.15万 | 0.03% | 4,196 | 345 | 9.0% | $4.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $51.26万 | 0.02% | 1,173 | -75 | -6.0% | -$3.28万 | 减仓 |
| U | UNITY SOFTWARE INC | $47.66万 | 0.02% | 21,725 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $46.41万 | 0.02% | 4,675 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $44.96万 | 0.02% | 4,692 | -16 | -0.3% | -$1,533 | 减仓 |
| AOR | ISHARES TR | $42.73万 | 0.02% | 6,640 | -706 | -9.6% | -$4.54万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $41.53万 | 0.02% | 1,533 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $40.89万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $39.44万 | 0.02% | 7,584 | 0 | 0.0% | — | 不变 |
| QGRW | WISDOMTREE TR | $38.14万 | 0.02% | 7,139 | 145 | 2.1% | $7,747 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $35.64万 | 0.02% | 3,270 | 6 | 0.2% | $654 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.77万 | 0.02% | 1,182 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHARES ETF TRUST | $34.62万 | 0.02% | 4,000 | 4,000 | — | $34.62万 | 新建仓 |
| ITOT | ISHARES TR | $34.36万 | 0.02% | 2,412 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $33.93万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC 看跌期权 | $33.18万 | 0.02% | 2,200 | 200 | 10.0% | $3.02万 | 重新持有 |
| U | UNITY SOFTWARE INC 看跌期权 | $32.25万 | 0.02% | 14,700 | -4,000 | -21.4% | -$8.78万 | 减仓 |
| VB | VANGUARD INDEX FDS | $29.69万 | 0.01% | 1,133 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $29.27万 | 0.01% | 1,810 | 5 | 0.3% | $809 | 加仓 |
| CRBN | ISHARES TR | $28.18万 | 0.01% | 1,265 | -173 | -12.0% | -$3.85万 | 减仓 |
| — | WISDOMTREE TR | $26.07万 | 0.01% | 6,558 | -110 | -1.6% | -$4,373 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $25.91万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.60万 | 0.01% | 4,337 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.01万 | 0.01% | 3,243 | -3,263 | -50.2% | -$25.16万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $22.94万 | 0.01% | 3,198 | -177 | -5.2% | -$1.27万 | 减仓 |
| ABBV | ABBVIE INC | $22.84万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $22.16万 | 0.01% | 2,523 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $21.53万 | 0.01% | 20,050 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $21.48万 | 0.01% | 8,610 | 321 | 3.9% | $8,007 | 加仓 |
| BA | BOEING CO | $21.48万 | 0.01% | 1,079 | 79 | 7.9% | $1.57万 | 加仓 |
| SUSC | ISHARES TR | $21.38万 | 0.01% | 9,242 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $20.96万 | 0.01% | 5,136 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $20.79万 | 0.01% | 13,248 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $20.28万 | 0.01% | 671 | -41 | -5.8% | -$1.24万 | 减仓 |
| WTAI | WISDOMTREE TR | $19.54万 | 0.01% | 6,922 | 221 | 3.3% | $6,239 | 加仓 |
| QUAL | ISHARES TR | $19.20万 | 0.01% | 1,001 | 26 | 2.7% | $4,988 | 加仓 |
| VBR | VANGUARD INDEX FDS | $18.89万 | 0.01% | 870 | -5 | -0.6% | -$1,086 | 减仓 |
| MMM | 3M CO | $18.88万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $18.24万 | 0.01% | 1,232 | -7 | -0.6% | -$1,036 | 减仓 |