HCR Wealth Advisors
LOS ANGELES CA · SEC CIK 0001697715
$9.64亿2026Q1 申报市值
241持仓数
54.6%前十大占比 · 第一大 13.5%
8 / 15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
FLS 加仓+$244.80万
VUG 加仓+$190.44万
IEF 加仓+$123.85万
GLD 加仓+$79.47万
JAAA 加仓+$78.66万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$584.56万
NOW 清仓-$301.13万
ORCL 减仓-$286.29万
AME 减仓-$192.80万
OWL 清仓-$156.48万
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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FT Vest Fund Of Buffer ETF | $42.88万 | 0.04% | 12,699 | 952 | 8.1% | $3.21万 | 加仓 |
| NKE | Nike Inc Class B Com | $43.18万 | 0.04% | 8,174 | -1,038 | -11.3% | -$5.48万 | 减仓 |
| BX | Blackstone Inc | $43.66万 | 0.05% | 3,796 | -2,714 | -41.7% | -$31.21万 | 减仓 |
| EMB | iShares JP Morgan Usd Emerging Marke | $44.26万 | 0.05% | 4,712 | 0 | 0.0% | — | 不变 |
| IBB | iShares Biotechnology ETF | $45.81万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| IBM | IBM | $45.96万 | 0.05% | 1,896 | 17 | 0.9% | $4,121 | 加仓 |
| VTEB | Vanguard Muni BND Tax | $46.57万 | 0.05% | 9,334 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $47.07万 | 0.05% | 19,018 | 0 | 0.0% | — | 不变 |
| IVE | iShares S&P 500 Value ETF | $48.80万 | 0.05% | 2,311 | 180 | 8.4% | $3.80万 | 加仓 |
| MGM | MGM Resorts Intl | $49.28万 | 0.05% | 13,315 | 2,000 | 17.7% | $7.40万 | 加仓 |
| AXP | American Express Co | $49.39万 | 0.05% | 1,633 | 0 | 0.0% | — | 不变 |
| HDV | iShares Core High (dividend Etf) | $49.46万 | 0.05% | 3,644 | -410 | -10.1% | -$5.56万 | 减仓 |
| IYR | iShares US Real Estate ETF | $49.79万 | 0.05% | 5,265 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short-Term Bond ETF | $51.06万 | 0.05% | 6,512 | -2,032 | -23.8% | -$15.93万 | 减仓 |
| EEM | iShares MSCI Emerging Markets ETF | $51.47万 | 0.05% | 9,063 | 660 | 7.9% | $3.75万 | 加仓 |
| UNH | UnitedHealth Group | $52.43万 | 0.05% | 1,937 | -42 | -2.1% | -$1.14万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $53.99万 | 0.06% | 5,559 | -25 | -0.4% | -$2,428 | 减仓 |
| INTU | Intuit Inc | $54.18万 | 0.06% | 1,253 | 8 | 0.6% | $3,459 | 加仓 |
| FV | First Dorsey Wright Focus 5 ETF IV | $54.67万 | 0.06% | 9,045 | 205 | 2.3% | $1.24万 | 加仓 |
| VZ | Verizon | $54.74万 | 0.06% | 10,903 | -369 | -3.3% | -$1.85万 | 减仓 |
| MRK | Merck &co. Inc Com | $55.45万 | 0.06% | 4,609 | 53 | 1.2% | $6,376 | 加仓 |
| SHW | Sherwin Williams Co | $55.78万 | 0.06% | 1,740 | 0 | 0.0% | — | 不变 |
| SRE | Sempra | $56.94万 | 0.06% | 5,860 | 12 | 0.2% | $1,166 | 加仓 |
| SNDK | Sandisk Corp | $57.05万 | 0.06% | 898 | -172 | -16.1% | -$10.93万 | 减仓 |
| MDY | SPDR S&P Midcap 400 ETF | $57.15万 | 0.06% | 926 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $57.19万 | 0.06% | 2,099 | -176 | -7.7% | -$4.80万 | 减仓 |
| HACK | Amplify Cybersecurity ETF | $57.48万 | 0.06% | 7,655 | 300 | 4.1% | $2.25万 | 加仓 |
| PSX | Phillips 66 | $59.99万 | 0.06% | 3,293 | -227 | -6.4% | -$4.14万 | 减仓 |
| TIP | iShares TIPS Bond ETF | $63.07万 | 0.07% | 5,715 | 2,700 | 89.6% | $29.80万 | 加仓 |
| COF | Capital One FC | $63.76万 | 0.07% | 3,494 | 32 | 0.9% | $5,839 | 加仓 |
| PH | Parker-Hannifin Corp | $63.83万 | 0.07% | 713 | 4 | 0.6% | $3,581 | 加仓 |
| LIN | Linde PLC F | $66.13万 | 0.07% | 1,334 | 161 | 13.7% | $7.98万 | 加仓 |
| — | ProShares Short QQQ ETF | $67.60万 | 0.07% | 21,000 | 21,000 | — | $67.60万 | 新建仓 |
| CDZI | Cadiz Inc | $67.76万 | 0.07% | 138,000 | 56,564 | 69.5% | $27.77万 | 加仓 |
| AMD | Advanced Micro Device In | $67.94万 | 0.07% | 3,339 | 22 | 0.7% | $4,476 | 加仓 |
| DIA | SPDR Dow Jones Industrial Avrg ETF | $69.48万 | 0.07% | 1,500 | -78 | -4.9% | -$3.61万 | 减仓 |
| C | Citigroup Inc | $69.85万 | 0.07% | 6,158 | 2 | 0.0% | $227 | 加仓 |
| ESTA | Establishment Labs HLD F | $71.76万 | 0.07% | 12,639 | 12,639 | — | $71.76万 | 新建仓 |
| TSM | Taiwan Semiconductr F Sponsored ADR | $71.85万 | 0.07% | 2,126 | 552 | 35.1% | $18.65万 | 加仓 |
| SCHX | Schwab US Large Cap ETF | $76.08万 | 0.08% | 29,673 | 1,111 | 3.9% | $2.85万 | 加仓 |
| QUAL | iShares MSCI USA QLTY Fact ETF | $76.61万 | 0.08% | 3,994 | -25 | -0.6% | -$4,795 | 减仓 |
| KO | Coca-Cola | $77.24万 | 0.08% | 10,156 | 183 | 1.8% | $1.39万 | 加仓 |
| IVW | iShares S&P 500 Growth ETF | $81.11万 | 0.08% | 7,171 | 129 | 1.8% | $1.46万 | 加仓 |
| PFF | iShares Preferred Income Sec ETF IV | $87.23万 | 0.09% | 28,769 | -5,238 | -15.4% | -$15.88万 | 减仓 |
| LMT | Lockheed Martin Corp | $90.30万 | 0.09% | 1,494 | 4 | 0.3% | $2,418 | 加仓 |
| ISRG | Intuitive Surgical | $90.77万 | 0.09% | 1,969 | 418 | 27.0% | $19.27万 | 加仓 |
| TFLO | iShares Treasury Floating Rate B ETF | $91.77万 | 0.10% | 18,125 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co | $93.68万 | 0.10% | 11,767 | 75 | 0.6% | $5,971 | 加仓 |
| GE | General Electric Co | $94.33万 | 0.10% | 3,324 | -21 | -0.6% | -$5,960 | 减仓 |
| CHD | Church &dwight Co | $95.34万 | 0.10% | 10,217 | -66 | -0.6% | -$6,159 | 减仓 |
| ORCL | Oracle Corp | $95.45万 | 0.10% | 6,488 | -19,460 | -75.0% | -$286.29万 | 减仓 |
| ITOT | iShares Core S&P Total US Stock Mark | $95.66万 | 0.10% | 6,716 | 0 | 0.0% | — | 不变 |
| AWR | American States Water Co | $96.57万 | 0.10% | 12,770 | -406 | -3.1% | -$3.07万 | 减仓 |
| GBTC | Grayscale Bitcoin TR BTC | $96.97万 | 0.10% | 18,379 | 1,100 | 6.4% | $5.80万 | 加仓 |
| BOND | PIMCO Active Bond ETF | $97.12万 | 0.10% | 10,524 | 0 | 0.0% | — | 不变 |
| RKT | Rocket Cos Inc Com | $98.80万 | 0.10% | 69,330 | -3,192 | -4.4% | -$4.55万 | 减仓 |
| PLTR | Palantir Technologies In Class A | $99.32万 | 0.10% | 6,790 | 2,892 | 74.2% | $42.30万 | 加仓 |
| STZ | Constellation Brands | $99.54万 | 0.10% | 6,635 | 493 | 8.0% | $7.40万 | 加仓 |
| PM | Philip Morris Intl | $104.92万 | 0.11% | 6,345 | -186 | -2.8% | -$3.08万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $105.20万 | 0.11% | 14,285 | -3,228 | -18.4% | -$23.77万 | 减仓 |
| MRVL | Marvell Technology Inc | $105.26万 | 0.11% | 10,627 | 250 | 2.4% | $2.48万 | 加仓 |
| AFL | Aflac Inc | $105.43万 | 0.11% | 9,610 | 48 | 0.5% | $5,266 | 加仓 |
| XLE | Energy Select Sector SPDR ETF | $112.47万 | 0.12% | 18,359 | -190 | -1.0% | -$1.16万 | 减仓 |
| PG | Procter & Gamble | $123.76万 | 0.13% | 8,568 | -639 | -6.9% | -$9.23万 | 减仓 |
| LLY | Lilly Eli & Co | $124.32万 | 0.13% | 1,351 | 13 | 1.0% | $1.20万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $125.29万 | 0.13% | 5,051 | 0 | 0.0% | — | 不变 |
| CMF | iShares California Muni Bond ETF | $125.44万 | 0.13% | 22,061 | 700 | 3.3% | $3.98万 | 加仓 |
| XLK | Technology Select Sector SPDR ETF | $127.45万 | 0.13% | 9,590 | 3 | 0.0% | $399 | 加仓 |
| SCHW | Charles Schwab Corp | $128.64万 | 0.13% | 13,688 | -74 | -0.5% | -$6,955 | 减仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $132.18万 | 0.14% | 11,145 | -584 | -5.0% | -$6.93万 | 减仓 |
| MO | Altria Group Inc | $132.62万 | 0.14% | 20,097 | -164 | -0.8% | -$1.08万 | 减仓 |
| VGT | Vanguard Information Technology Index Fund ETF | $132.94万 | 0.14% | 1,905 | 32 | 1.7% | $2.23万 | 加仓 |
| ZTS | Zoetis Inc | $138.93万 | 0.14% | 11,752 | -578 | -4.7% | -$6.83万 | 减仓 |
| JCI | Johnson Controls Inter F | $145.98万 | 0.15% | 11,148 | -5,111 | -31.4% | -$66.93万 | 减仓 |
| GEV | GE Vernova Inc | $148.48万 | 0.15% | 1,701 | -44 | -2.5% | -$3.84万 | 减仓 |
| IYW | iShares US Technology ETF | $157.02万 | 0.16% | 8,654 | -560 | -6.1% | -$10.16万 | 减仓 |
| MCD | McDonalds | $159.59万 | 0.17% | 5,135 | -85 | -1.6% | -$2.64万 | 减仓 |
| FIXD | First Trust TCW Opportunistic Fixed Income ETF | $159.62万 | 0.17% | 36,619 | 274 | 0.8% | $1.19万 | 加仓 |
| IBIT | iShares Bitcoin ETF | $161.84万 | 0.17% | 42,123 | 3,193 | 8.2% | $12.27万 | 加仓 |
| BKLN | Invesco Senior Loan ETF | $165.34万 | 0.17% | 81,007 | -74,670 | -48.0% | -$152.40万 | 减仓 |
| VB | Vanguard Small Cap ETF IV | $165.80万 | 0.17% | 6,330 | 2 | 0.0% | $524 | 加仓 |
| AMLP | Alps Alerian MLP ETF | $168.55万 | 0.17% | 32,018 | -783 | -2.4% | -$4.12万 | 减仓 |
| AMGN | Amgen Inc. | $169.35万 | 0.18% | 4,813 | 18 | 0.4% | $6,333 | 加仓 |
| MA | Mastercard | $185.68万 | 0.19% | 3,716 | 19 | 0.5% | $9,494 | 加仓 |
| GS | Goldman Sachs Group | $191.55万 | 0.20% | 2,264 | -304 | -11.8% | -$25.72万 | 减仓 |
| FDX | Fedex Corp Com | $191.61万 | 0.20% | 5,379 | -12 | -0.2% | -$4,275 | 减仓 |
| CSM | ProShares Large Cap Core Plus ETF | $192.39万 | 0.20% | 25,714 | 0 | 0.0% | — | 不变 |
| SHYG | iShares High Yield Corporat Bond ETF | $193.02万 | 0.20% | 45,621 | -2,793 | -5.8% | -$11.82万 | 减仓 |
| RTX | RTX Corp | $196.08万 | 0.20% | 10,165 | 1,124 | 12.4% | $21.68万 | 加仓 |
| FCX | Freeport-Mcmoran Inc | $204.38万 | 0.21% | 34,770 | -663 | -1.9% | -$3.90万 | 减仓 |
| MINT | PIMCO Enhanced SHRT Maturty Actv ETF | $204.94万 | 0.21% | 20,378 | -250 | -1.2% | -$2.51万 | 减仓 |
| ALL | Allstate Corp | $206.93万 | 0.21% | 9,980 | -88 | -0.9% | -$1.82万 | 减仓 |
| UCON | First Trust TCW Unconstrained Plus Bond ETF | $209.44万 | 0.22% | 84,555 | 18,717 | 28.4% | $46.36万 | 加仓 |
| IJH | iShares Core S&P Mid Cap | $210.76万 | 0.22% | 31,210 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney | $212.27万 | 0.22% | 22,024 | 738 | 3.5% | $7.11万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $213.86万 | 0.22% | 33,374 | -2,723 | -7.5% | -$17.45万 | 减仓 |
| TDG | Transdigm Group | $220.72万 | 0.23% | 1,904 | -143 | -7.0% | -$16.58万 | 减仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF | $231.28万 | 0.24% | 7,209 | 47 | 0.7% | $1.51万 | 加仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $253.30万 | 0.26% | 26,540 | 12,977 | 95.7% | $123.85万 | 加仓 |
| BAC | Bank Of America Corp | $262.26万 | 0.27% | 53,797 | -153 | -0.3% | -$7,459 | 减仓 |