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 |
|---|---|---|---|---|---|---|---|---|
| GLW | Corning Inc | $127.72万 | 0.11% | 5,000 | 2,730 | 120.3% | $69.73万 | 加仓 |
| GE | General Electric Co | $125.64万 | 0.11% | 3,361 | 37 | 1.1% | $1.38万 | 加仓 |
| PG | Procter & Gamble | $122.33万 | 0.11% | 8,341 | -227 | -2.6% | -$3.33万 | 减仓 |
| CMF | iShares California Muni Bond ETF | $120.47万 | 0.11% | 20,901 | -1,160 | -5.3% | -$6.69万 | 减仓 |
| RKT | Rocket Cos Inc Com | $118.64万 | 0.11% | 75,328 | 5,998 | 8.7% | $9.45万 | 加仓 |
| PM | Philip Morris Intl | $115.14万 | 0.10% | 6,364 | 19 | 0.3% | $3,438 | 加仓 |
| WFC | Wells Fargo & Co | $113.82万 | 0.10% | 13,772 | 2,005 | 17.0% | $16.57万 | 加仓 |
| AFL | Aflac Inc | $112.98万 | 0.10% | 9,636 | 26 | 0.3% | $3,049 | 加仓 |
| ITOT | iShares Core S&P Total US Stock Mark | $110.32万 | 0.10% | 6,716 | 0 | 0.0% | — | 不变 |
| ESTA | Establishment Labs HLD F | $108.46万 | 0.10% | 12,639 | 0 | 0.0% | — | 不变 |
| AWR | American States Water Co | $104.99万 | 0.09% | 12,705 | -65 | -0.5% | -$5,371 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $104.36万 | 0.09% | 14,215 | -70 | -0.5% | -$5,139 | 减仓 |
| TSM | Taiwan Semiconductr F Sponsored ADR | $101.67万 | 0.09% | 2,129 | 3 | 0.1% | $1,433 | 加仓 |
| BOND | PIMCO Active Bond ETF | $99.15万 | 0.09% | 10,753 | 229 | 2.2% | $2.11万 | 加仓 |
| XLE | Energy Select Sector SPDR ETF | $97.54万 | 0.09% | 18,365 | 6 | 0.0% | $319 | 加仓 |
| IVW | iShares S&P 500 Growth ETF | $95.94万 | 0.09% | 6,976 | -195 | -2.7% | -$2.68万 | 减仓 |
| ORCL | Oracle Corp | $95.53万 | 0.09% | 6,518 | 30 | 0.5% | $4,397 | 加仓 |
| STZ | Constellation Brands | $93.12万 | 0.08% | 6,694 | 59 | 0.9% | $8,207 | 加仓 |
| C | Citigroup Inc | $91.76万 | 0.08% | 6,555 | 397 | 6.4% | $5.56万 | 加仓 |
| PFF | iShares Preferred Income Sec ETF IV | $87.72万 | 0.08% | 28,769 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $87.35万 | 0.08% | 893 | 180 | 25.2% | $17.61万 | 加仓 |
| SCHX | Schwab US Large Cap ETF | $87.33万 | 0.08% | 29,673 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical | $85.82万 | 0.08% | 2,158 | 189 | 9.6% | $7.52万 | 加仓 |
| TFLO | iShares Treasury Floating Rate B ETF | $85.18万 | 0.08% | 16,825 | -1,300 | -7.2% | -$6.58万 | 减仓 |
| GBTC | Grayscale Bitcoin TR BTC | $83.66万 | 0.07% | 18,379 | 0 | 0.0% | — | 不变 |
| QUAL | iShares MSCI USA QLTY Fact ETF | $83.38万 | 0.07% | 3,800 | -194 | -4.9% | -$4.26万 | 减仓 |
| KO | Coca-Cola | $81.94万 | 0.07% | 10,082 | -74 | -0.7% | -$6,014 | 减仓 |
| ZTS | Zoetis Inc | $81.57万 | 0.07% | 11,351 | -401 | -3.4% | -$2.88万 | 减仓 |
| UNH | UnitedHealth Group | $81.38万 | 0.07% | 1,957 | 20 | 1.0% | $8,316 | 加仓 |
| HACK | Amplify Cybersecurity ETF | $81.37万 | 0.07% | 7,755 | 100 | 1.3% | $1.05万 | 加仓 |
| CHD | Church &dwight Co | $78.25万 | 0.07% | 8,077 | -2,140 | -20.9% | -$20.73万 | 减仓 |
| PLTR | Palantir Technologies In Class A | $77.46万 | 0.07% | 6,639 | -151 | -2.2% | -$1.76万 | 减仓 |
| AXP | American Express Co | $76.38万 | 0.07% | 2,258 | 625 | 38.3% | $21.14万 | 加仓 |
| LMT | Lockheed Martin Corp | $76.32万 | 0.07% | 1,498 | 4 | 0.3% | $2,038 | 加仓 |
| MRK | Merck &co. Inc Com | $75.65万 | 0.07% | 5,887 | 1,278 | 27.7% | $16.42万 | 加仓 |
| DIA | SPDR Dow Jones Industrial Avrg ETF | $74.50万 | 0.07% | 1,426 | -74 | -4.9% | -$3.87万 | 减仓 |
| INTC | Intel | $73.11万 | 0.07% | 5,235 | 5,235 | — | $73.11万 | 新建仓 |
| PGR | Progressive Co Ohio | $72.00万 | 0.06% | 3,296 | 1,722 | 109.4% | $37.62万 | 加仓 |
| COF | Capital One FC | $69.59万 | 0.06% | 3,468 | -26 | -0.7% | -$5,217 | 减仓 |
| FV | First Dorsey Wright Focus 5 ETF IV | $68.63万 | 0.06% | 9,045 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P Midcap 400 ETF | $65.18万 | 0.06% | 926 | 0 | 0.0% | — | 不变 |
| MGM | MGM Resorts Intl | $63.66万 | 0.06% | 13,315 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $62.45万 | 0.06% | 2,088 | -11 | -0.5% | -$3,290 | 减仓 |
| IVE | iShares S&P 500 Value ETF | $62.33万 | 0.06% | 2,745 | 434 | 18.8% | $9.85万 | 加仓 |
| LIN | Linde PLC F | $61.23万 | 0.05% | 1,180 | -154 | -11.5% | -$7.99万 | 减仓 |
| EEM | iShares MSCI Emerging Markets ETF | $60.64万 | 0.05% | 8,863 | -200 | -2.2% | -$1.37万 | 减仓 |
| SHW | Sherwin Williams Co | $59.74万 | 0.05% | 1,735 | -5 | -0.3% | -$1,722 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $57.73万 | 0.05% | 5,557 | -2 | -0.0% | -$208 | 减仓 |
| ASML | Asml Holding N V F Sponsored ADR | $57.10万 | 0.05% | 287 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $57.04万 | 0.05% | 3,374 | 81 | 2.5% | $1.37万 | 加仓 |
| PEP | Pepsico Inc | $54.82万 | 0.05% | 4,048 | 1,815 | 81.3% | $24.58万 | 加仓 |
| SRE | Sempra | $54.45万 | 0.05% | 5,873 | 13 | 0.2% | $1,205 | 加仓 |
| BUFR | FT Vest Fund Of Buffer ETF | $54.09万 | 0.05% | 14,807 | 2,108 | 16.6% | $7.70万 | 加仓 |
| IBM | IBM | $53.18万 | 0.05% | 1,891 | -5 | -0.3% | -$1,406 | 减仓 |
| SCHF | Schwab International Equity ETF | $52.68万 | 0.05% | 19,018 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small Cap ETF | $52.60万 | 0.05% | 14,557 | 2 | 0.0% | $72 | 加仓 |
| IBB | iShares Biotechnology ETF | $51.59万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short-Term Bond ETF | $50.85万 | 0.05% | 6,526 | 14 | 0.2% | $1,091 | 加仓 |
| HDV | iShares Core High (dividend Etf) | $49.94万 | 0.04% | 18,220 | 0 | 0.0% | — | 不变 |
| SOXX | iShares Semiconductor ETF IV | $48.70万 | 0.04% | 760 | 8 | 1.1% | $5,126 | 加仓 |
| LOW | Lowes Companies Inc | $48.40万 | 0.04% | 2,195 | 2,195 | — | $48.40万 | 新建仓 |
| IWF | iShares Russell 1000 Growth ETF | $47.60万 | 0.04% | 3,833 | 157 | 4.3% | $1.95万 | 加仓 |
| VTEB | Vanguard Muni BND Tax | $47.21万 | 0.04% | 9,334 | 0 | 0.0% | — | 不变 |
| IJK | iShares S&P Mid Cap 400 GRWTH ETF | $46.32万 | 0.04% | 3,942 | 29 | 0.7% | $3,408 | 加仓 |
| EMB | iShares JP Morgan Usd Emerging Marke | $45.44万 | 0.04% | 4,712 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced | $44.87万 | 0.04% | 5,064 | 1,938 | 62.0% | $17.17万 | 加仓 |
| WDC | Western Digital Corp | $44.39万 | 0.04% | 695 | -67 | -8.8% | -$4.28万 | 减仓 |
| VZ | Verizon | $44.21万 | 0.04% | 10,442 | -461 | -4.2% | -$1.95万 | 减仓 |
| CRWD | Crowdstrike HLDGS Inc Class A | $43.88万 | 0.04% | 575 | 16 | 2.9% | $1.22万 | 加仓 |
| ITA | iShares US Aerospace Defense ETF | $43.61万 | 0.04% | 1,799 | -105 | -5.5% | -$2.55万 | 减仓 |
| XLF | Select STR Financial Select SPDR ETF | $43.25万 | 0.04% | 8,067 | -21 | -0.3% | -$1,126 | 减仓 |
| IYR | iShares US Real Estate ETF | $43.10万 | 0.04% | 4,215 | -1,050 | -19.9% | -$10.74万 | 减仓 |
| FMB | First Trust Managed Municipal ETF IV | $42.86万 | 0.04% | 8,344 | 0 | 0.0% | — | 不变 |
| GAB | Gabelli Equity CF | $42.65万 | 0.04% | 75,353 | 0 | 0.0% | — | 不变 |
| SUB | iShares Short Term NTNL Mun BND ETF | $42.59万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb | $42.44万 | 0.04% | 7,365 | 7,365 | — | $42.44万 | 新建仓 |
| BE | Bloom Energy Corp. CL A | $41.50万 | 0.04% | 1,371 | 1,371 | — | $41.50万 | 新建仓 |
| VTEC | Vanguard California Tax-Exempt Bond ETF | $40.39万 | 0.04% | 4,015 | 4,015 | — | $40.39万 | 新建仓 |
| MFC | Manulife Finl F | $39.62万 | 0.04% | 9,780 | 9,780 | — | $39.62万 | 新建仓 |
| SUSA | iShares MSCI USA Esg Select ETF | $39.35万 | 0.04% | 2,550 | 0 | 0.0% | — | 不变 |
| IYF | iShares US Financials ETF | $39.17万 | 0.04% | 3,072 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood Markets Inc Com CL A | $38.56万 | 0.03% | 3,845 | -83 | -2.1% | -$8,323 | 减仓 |
| TJX | TJX Companies Inc | $38.50万 | 0.03% | 2,541 | -45 | -1.7% | -$6,817 | 减仓 |
| NXST | Nexstar Media Group Inc Com CL A | $37.95万 | 0.03% | 2,125 | 0 | 0.0% | — | 不变 |
| PPA | Invesco Aerospace & Defense ETF | $37.72万 | 0.03% | 2,135 | 5 | 0.2% | $883 | 加仓 |
| DE | Deere & Co | $37.63万 | 0.03% | 593 | 154 | 35.1% | $9.77万 | 加仓 |
| — | ProShares Short QQQ ETF | $37.59万 | 0.03% | 15,000 | -6,000 | -28.6% | -$15.04万 | 减仓 |
| AGG | iShares Core US Aggregate Bond ETF | $37.56万 | 0.03% | 3,795 | 0 | 0.0% | — | 不变 |
| CDZI | Cadiz Inc | $36.78万 | 0.03% | 88,000 | -50,000 | -36.2% | -$20.90万 | 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 |
| SPLV | Invesco S&P 500 Low Volatility ETF | $36.65万 | 0.03% | 4,892 | -44 | -0.9% | -$3,296 | 减仓 |
| CSX | CSX Corp | $35.80万 | 0.03% | 7,532 | 39 | 0.5% | $1,854 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $35.75万 | 0.03% | 3,707 | 11 | 0.3% | $1,061 | 加仓 |
| 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 |
| TT | Trane Technologies PLC F | $35.71万 | 0.03% | 727 | -1 | -0.1% | -$491 | 减仓 |
| LQD | iShares iBoxx $ (investment Grade Corporate Bond Etf) | $35.52万 | 0.03% | 3,257 | -135 | -4.0% | -$1.47万 | 减仓 |
| DVY | iShares Select Dividend ETF | $34.95万 | 0.03% | 2,236 | 0 | 0.0% | — | 不变 |
| AEE | Ameren Corp | $34.77万 | 0.03% | 3,076 | 7 | 0.2% | $791 | 加仓 |
| CARR | Carrier Global Corp | $34.58万 | 0.03% | 4,714 | 20 | 0.4% | $1,467 | 加仓 |
| TRV | Travelers | $34.43万 | 0.03% | 1,043 | -14 | -1.3% | -$4,622 | 减仓 |