HCR Wealth Advisors
LOS ANGELES CA · SEC CIK 0001697715
$11.17亿2026Q2 申报市值
259持仓数
55.1%前十大占比 · 第一大 13.3%
20 / 9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
GEV 加仓+$480.75万
RTX 加仓+$329.59万
VXF 加仓+$273.02万
VUG 加仓+$220.39万
VYM 加仓+$163.55万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$547.60万
VRT 减仓-$405.74万
HON 减仓-$136.53万
IJR 减仓-$122.80万
DELL 减仓-$116.37万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | Nike Inc Class B Com | $0 | 0.00% | 0 | -8,174 | -100.0% | -$43.18万 | 清仓 |
| SMH | Vaneck Semiconductor ETF | $0 | 0.00% | 0 | -693 | -100.0% | -$26.57万 | 清仓 |
| T | AT&T | $0 | 0.00% | 0 | -7,985 | -100.0% | -$23.15万 | 清仓 |
| TLT | iShares TR 20 YR TR (BD Etf) | $0 | 0.00% | 0 | -2,508 | -100.0% | -$21.75万 | 清仓 |
| VALE | Vale S.A. Spons Ads Repr 1 Com NPV | $0 | 0.00% | 0 | -13,184 | -100.0% | -$20.98万 | 清仓 |
| — | Kennedy Wilson HLDGS | $0 | 0.00% | 0 | -19,041 | -100.0% | -$20.60万 | 清仓 |
| IDXX | Idexx Labs Inc | $0 | 0.00% | 0 | -366 | -100.0% | -$20.57万 | 清仓 |
| BTC | Grayscale Bitcoin Mini Trust ETF | $0 | 0.00% | 0 | -6,831 | -100.0% | -$20.49万 | 清仓 |
| — | Mobix Labs Inc Class A | $0 | 0.00% | 0 | -30,000 | -100.0% | -$1.00万 | 清仓 |
| — | Neonc Technologies HLDGS | $6.79万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| SSO | ProShares Ultra S&P 500 ETF | $20.09万 | 0.02% | 2,981 | 2,981 | — | $20.09万 | 新建仓 |
| IWD | iShares Russell 1000 Value ETF | $20.15万 | 0.02% | 831 | 831 | — | $20.15万 | 新建仓 |
| UBER | Uber Technologies Inc | $20.44万 | 0.02% | 2,833 | 2,833 | — | $20.44万 | 新建仓 |
| SLYV | SPDR S&P 600 Small Cap Value E TF | $20.60万 | 0.02% | 1,888 | 1,888 | — | $20.60万 | 新建仓 |
| CL | Colgate-Palmolive Co | $20.77万 | 0.02% | 2,265 | -340 | -13.1% | -$3.12万 | 重新持有 |
| NOK | Nokia Oyj F Sponsored ADR | $20.78万 | 0.02% | 15,644 | 239 | 1.6% | $3,174 | 加仓 |
| VCIT | VGRD Itc ETF DV | $20.94万 | 0.02% | 2,534 | -83 | -3.2% | -$6,860 | 减仓 |
| COHR | Coherent Corp | $21.18万 | 0.02% | 537 | -763 | -58.7% | -$30.10万 | 重新持有 |
| SYF | Synchrony Finl | $21.20万 | 0.02% | 2,787 | 0 | 0.0% | — | 重新持有 |
| USRT | iShares Core US REIT ETF | $21.33万 | 0.02% | 3,210 | -1,327 | -29.2% | -$8.82万 | 重新持有 |
| — | Moog Inc Class B | $21.36万 | 0.02% | 500 | 500 | — | $21.36万 | 新建仓 |
| RSPN | Invsc SP 500 Equal WGHT Indstrl ETF | $21.76万 | 0.02% | 3,400 | 3,400 | — | $21.76万 | 新建仓 |
| CSCO | Cisco Systems | $21.92万 | 0.02% | 1,866 | 1,866 | — | $21.92万 | 新建仓 |
| EW | Edwards Lifesciences | $22.19万 | 0.02% | 2,453 | 37 | 1.5% | $3,347 | 重新持有 |
| CI | The CIGNA Group | $22.36万 | 0.02% | 811 | 4 | 0.5% | $1,103 | 加仓 |
| ORLY | O Reilly Automotive | $22.37万 | 0.02% | 2,429 | 2,429 | — | $22.37万 | 新建仓 |
| CVBF | C V B Finl Corp | $22.55万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & MC Lennan Co | $22.63万 | 0.02% | 1,358 | -76 | -5.3% | -$1.27万 | 减仓 |
| ED | Consolidated Edison | $22.75万 | 0.02% | 2,056 | 6 | 0.3% | $664 | 加仓 |
| RSP | Invsc S P 500 Equal Weight ETF | $22.89万 | 0.02% | 1,076 | 1 | 0.1% | $213 | 加仓 |
| VO | Vanguard Mid Cap ETF | $22.93万 | 0.02% | 2,845 | 2,845 | — | $22.93万 | 新建仓 |
| MDLZ | Mondelez Intl Class A | $22.96万 | 0.02% | 3,970 | 25 | 0.6% | $1,446 | 加仓 |
| — | Amplify Ai Powered Equity ETF | $22.96万 | 0.02% | 4,645 | -785 | -14.5% | -$3.88万 | 减仓 |
| UPS | United Parcel SRVC Class B | $23.25万 | 0.02% | 2,163 | -128 | -5.6% | -$1.38万 | 减仓 |
| — | Invsc SP Smallcap 600 Pure GRWTH ETF | $23.51万 | 0.02% | 3,234 | 3,234 | — | $23.51万 | 新建仓 |
| GLDM | SPDR Gold Minishares Etv | $23.54万 | 0.02% | 2,964 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold ETF | $23.76万 | 0.02% | 3,146 | -448 | -12.5% | -$3.38万 | 减仓 |
| CLX | Clorox Co Com | $23.92万 | 0.02% | 2,506 | -971 | -27.9% | -$9.27万 | 减仓 |
| NOC | Northrop Grumman Co | $24.51万 | 0.02% | 481 | 5 | 1.1% | $2,548 | 加仓 |
| SNPS | Synopsys Inc | $24.67万 | 0.02% | 553 | -3 | -0.5% | -$1,338 | 减仓 |
| MGNI | Magnite Inc | $24.67万 | 0.02% | 13,000 | 0 | 0.0% | — | 不变 |
| BIL | SPDR Bloomberg 1 3 MNTH T BLL ETF | $24.75万 | 0.02% | 2,700 | -700 | -20.6% | -$6.42万 | 减仓 |
| F | Ford Motor Co | $25.26万 | 0.02% | 18,169 | -119 | -0.7% | -$1,654 | 减仓 |
| CVS | CVS Health Corp | $25.84万 | 0.02% | 2,498 | -210 | -7.8% | -$2.17万 | 重新持有 |
| IJJ | iShares S&P Mid Cap 400 Value ETF | $26.10万 | 0.02% | 1,767 | 27 | 1.6% | $3,989 | 加仓 |
| MLRG | iShares Morningstar US Equity ETF | $26.29万 | 0.02% | 2,536 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Inc | $26.30万 | 0.02% | 1,423 | -91 | -6.0% | -$1.68万 | 重新持有 |
| VIAV | Viavi Solutions Inc | $26.98万 | 0.02% | 5,651 | 5,651 | — | $26.98万 | 新建仓 |
| BTI | Brit Amer Tobacco F Unsponsored ADR | $27.47万 | 0.02% | 4,448 | 150 | 3.5% | $9,264 | 加仓 |
| ALNY | Alnylam Pharmaceutl | $27.82万 | 0.02% | 924 | 0 | 0.0% | — | 不变 |
| RLY | SPDR Ssga Multi Asset Real Retur ETF | $27.99万 | 0.03% | 8,111 | 522 | 6.9% | $1.80万 | 加仓 |
| NVO | Novo-Nordisk As Vormal F Sponsored ADR | $28.35万 | 0.03% | 5,913 | -1,672 | -22.0% | -$8.02万 | 减仓 |
| SHEL | Shell PLC F Sponsored ADR | $28.77万 | 0.03% | 3,711 | 0 | 0.0% | — | 不变 |
| XLV | Select Sector Health Care SPDR ETF | $29.10万 | 0.03% | 1,834 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Class A | $29.12万 | 0.03% | 16,784 | 0 | 0.0% | — | 不变 |
| GDX | Vaneck Gold Miners ETF | $29.79万 | 0.03% | 3,948 | -560 | -12.4% | -$4.23万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $29.83万 | 0.03% | 9,407 | 563 | 6.4% | $1.79万 | 加仓 |
| FCAL | FRST TR Clfrna MNCPL HGH Incm ETF | $30.16万 | 0.03% | 6,075 | 6,075 | — | $30.16万 | 新建仓 |
| CRM | Salesforce | $30.99万 | 0.03% | 1,978 | -91 | -4.4% | -$1.43万 | 减仓 |
| BLOK | Amplify TRNSFRMTNL Data SHRNG ETF | $31.41万 | 0.03% | 5,015 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc | $31.53万 | 0.03% | 2,679 | -1,117 | -29.4% | -$13.15万 | 减仓 |
| INTU | Intuit Inc | $31.58万 | 0.03% | 1,210 | -43 | -3.4% | -$1.12万 | 减仓 |
| SF | Stifel Finl Co | $31.77万 | 0.03% | 4,554 | -24 | -0.5% | -$1,674 | 减仓 |
| MSI | Motorola Solutions | $32.10万 | 0.03% | 773 | 773 | — | $32.10万 | 新建仓 |
| COWZ | Pacer US Cash Cows 100 ETF | $32.18万 | 0.03% | 5,174 | 16 | 0.3% | $995 | 加仓 |
| PRF | Invesco FTSE Rafi US 1000 ETF | $32.42万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $32.56万 | 0.03% | 719 | -17 | -2.3% | -$7,700 | 减仓 |
| TIP | iShares TIPS Bond ETF | $32.99万 | 0.03% | 3,015 | -2,700 | -47.2% | -$29.55万 | 减仓 |
| TRV | Travelers | $34.43万 | 0.03% | 1,043 | -14 | -1.3% | -$4,622 | 减仓 |
| CARR | Carrier Global Corp | $34.58万 | 0.03% | 4,714 | 20 | 0.4% | $1,467 | 加仓 |
| AEE | Ameren Corp | $34.77万 | 0.03% | 3,076 | 7 | 0.2% | $791 | 加仓 |
| DVY | iShares Select Dividend ETF | $34.95万 | 0.03% | 2,236 | 0 | 0.0% | — | 不变 |
| LQD | iShares iBoxx $ (investment Grade Corporate Bond Etf) | $35.52万 | 0.03% | 3,257 | -135 | -4.0% | -$1.47万 | 减仓 |
| TT | Trane Technologies PLC F | $35.71万 | 0.03% | 727 | -1 | -0.1% | -$491 | 减仓 |
| HYMB | SPDR Nuveen BLMG HG YL MP BND ETF | $35.74万 | 0.03% | 14,050 | 1,000 | 7.7% | $2.54万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $35.75万 | 0.03% | 3,707 | 11 | 0.3% | $1,061 | 加仓 |
| CSX | CSX Corp | $35.80万 | 0.03% | 7,532 | 39 | 0.5% | $1,854 | 加仓 |
| SPLV | Invesco S&P 500 Low Volatility ETF | $36.65万 | 0.03% | 4,892 | -44 | -0.9% | -$3,296 | 减仓 |
| FRT | Fed Realty Invest Trust Sbi US D0.01 | $36.65万 | 0.03% | 2,969 | 2,969 | — | $36.65万 | 新建仓 |
| CDZI | Cadiz Inc | $36.78万 | 0.03% | 88,000 | -50,000 | -36.2% | -$20.90万 | 减仓 |
| AGG | iShares Core US Aggregate Bond ETF | $37.56万 | 0.03% | 3,795 | 0 | 0.0% | — | 不变 |
| — | ProShares Short QQQ ETF | $37.59万 | 0.03% | 15,000 | -6,000 | -28.6% | -$15.04万 | 减仓 |
| DE | Deere & Co | $37.63万 | 0.03% | 593 | 154 | 35.1% | $9.77万 | 加仓 |
| PPA | Invesco Aerospace & Defense ETF | $37.72万 | 0.03% | 2,135 | 5 | 0.2% | $883 | 加仓 |
| NXST | Nexstar Media Group Inc Com CL A | $37.95万 | 0.03% | 2,125 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies Inc | $38.50万 | 0.03% | 2,541 | -45 | -1.7% | -$6,817 | 减仓 |
| HOOD | Robinhood Markets Inc Com CL A | $38.56万 | 0.03% | 3,845 | -83 | -2.1% | -$8,323 | 减仓 |
| IYF | iShares US Financials ETF | $39.17万 | 0.04% | 3,072 | 0 | 0.0% | — | 不变 |
| SUSA | iShares MSCI USA Esg Select ETF | $39.35万 | 0.04% | 2,550 | 0 | 0.0% | — | 不变 |
| MFC | Manulife Finl F | $39.62万 | 0.04% | 9,780 | 9,780 | — | $39.62万 | 新建仓 |
| VTEC | Vanguard California Tax-Exempt Bond ETF | $40.39万 | 0.04% | 4,015 | 4,015 | — | $40.39万 | 新建仓 |
| BE | Bloom Energy Corp. CL A | $41.50万 | 0.04% | 1,371 | 1,371 | — | $41.50万 | 新建仓 |
| BMY | Bristol-Myers Squibb | $42.44万 | 0.04% | 7,365 | 7,365 | — | $42.44万 | 新建仓 |
| SUB | iShares Short Term NTNL Mun BND ETF | $42.59万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| GAB | Gabelli Equity CF | $42.65万 | 0.04% | 75,353 | 0 | 0.0% | — | 不变 |
| FMB | First Trust Managed Municipal ETF IV | $42.86万 | 0.04% | 8,344 | 0 | 0.0% | — | 不变 |
| IYR | iShares US Real Estate ETF | $43.10万 | 0.04% | 4,215 | -1,050 | -19.9% | -$10.74万 | 减仓 |
| XLF | Select STR Financial Select SPDR ETF | $43.25万 | 0.04% | 8,067 | -21 | -0.3% | -$1,126 | 减仓 |
| ITA | iShares US Aerospace Defense ETF | $43.61万 | 0.04% | 1,799 | -105 | -5.5% | -$2.55万 | 减仓 |
| CRWD | Crowdstrike HLDGS Inc Class A | $43.88万 | 0.04% | 575 | 16 | 2.9% | $1.22万 | 加仓 |