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 |
|---|---|---|---|---|---|---|---|---|
| TT | Trane Technologies PLC F | $30.34万 | 0.03% | 728 | 7 | 1.0% | $2,917 | 加仓 |
| PRF | Invesco FTSE Rafi US 1000 ETF | $28.52万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| NVO | Novo-Nordisk As Vormal F Sponsored ADR | $27.88万 | 0.03% | 7,585 | -2,755 | -26.6% | -$10.13万 | 减仓 |
| GLDM | SPDR Gold Minishares Etv | $27.47万 | 0.03% | 2,964 | 0 | 0.0% | — | 不变 |
| RLY | SPDR Ssga Multi Asset Real Retur ETF | $27.44万 | 0.03% | 7,589 | -2,995 | -28.3% | -$10.83万 | 减仓 |
| HOOD | Robinhood Markets Inc Com CL A | $27.22万 | 0.03% | 3,928 | 3,928 | — | $27.22万 | 新建仓 |
| SCHD | Schwab US Dividend Equity ETF | $27.13万 | 0.03% | 8,844 | 32 | 0.4% | $982 | 加仓 |
| XLV | Select Sector Health Care SPDR ETF | $26.89万 | 0.03% | 1,834 | 0 | 0.0% | — | 不变 |
| SMH | Vaneck Semiconductor ETF | $26.57万 | 0.03% | 693 | 25 | 3.7% | $9,585 | 加仓 |
| CARR | Carrier Global Corp | $26.44万 | 0.03% | 4,694 | 19 | 0.4% | $1,070 | 加仓 |
| RIVN | Rivian Automotive Inc Class A | $25.26万 | 0.03% | 16,784 | 1,600 | 10.5% | $2.41万 | 加仓 |
| BTI | Brit Amer Tobacco F Unsponsored ADR | $25.13万 | 0.03% | 4,298 | -109 | -2.5% | -$6,373 | 减仓 |
| BLOK | Amplify TRNSFRMTNL Data SHRNG ETF | $24.98万 | 0.03% | 5,015 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & MC Lennan Co | $24.87万 | 0.03% | 1,434 | 16 | 1.1% | $2,775 | 加仓 |
| DE | Deere & Co | $24.74万 | 0.03% | 439 | 5 | 1.2% | $2,818 | 加仓 |
| SOXX | iShares Semiconductor ETF IV | $24.72万 | 0.03% | 752 | 29 | 4.0% | $9,531 | 加仓 |
| SOLS | Solstice Advanced | $23.81万 | 0.02% | 3,126 | 3,126 | — | $23.81万 | 新建仓 |
| — | Amplify Ai Powered Equity ETF | $23.48万 | 0.02% | 5,430 | -710 | -11.6% | -$3.07万 | 减仓 |
| ED | Consolidated Edison | $23.20万 | 0.02% | 2,050 | 14 | 0.7% | $1,585 | 加仓 |
| T | AT&T | $23.15万 | 0.02% | 7,985 | 7,985 | — | $23.15万 | 新建仓 |
| IJJ | iShares S&P Mid Cap 400 Value ETF | $23.05万 | 0.02% | 1,740 | 0 | 0.0% | — | 不变 |
| MLRG | iShares Morningstar US Equity ETF | $22.79万 | 0.02% | 2,536 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez Intl Class A | $22.74万 | 0.02% | 3,945 | 30 | 0.8% | $1,729 | 加仓 |
| UPS | United Parcel SRVC Class B | $22.54万 | 0.02% | 2,291 | -175 | -7.1% | -$1.72万 | 减仓 |
| SNPS | Synopsys Inc | $22.04万 | 0.02% | 556 | 1 | 0.2% | $396 | 加仓 |
| CRWD | Crowdstrike HLDGS Inc Class A | $21.82万 | 0.02% | 559 | 121 | 27.6% | $4.72万 | 加仓 |
| TLT | iShares TR 20 YR TR (BD Etf) | $21.75万 | 0.02% | 2,508 | -201 | -7.4% | -$1.74万 | 减仓 |
| VCIT | VGRD Itc ETF DV | $21.66万 | 0.02% | 2,617 | 0 | 0.0% | — | 不变 |
| CI | The CIGNA Group | $21.53万 | 0.02% | 807 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Co | $21.10万 | 0.02% | 18,288 | 200 | 1.1% | $2,308 | 加仓 |
| VALE | Vale S.A. Spons Ads Repr 1 Com NPV | $20.98万 | 0.02% | 13,184 | 13,184 | — | $20.98万 | 新建仓 |
| RSP | Invsc S P 500 Equal Weight ETF | $20.64万 | 0.02% | 1,075 | 6 | 0.6% | $1,152 | 加仓 |
| WDC | Western Digital Corp | $20.61万 | 0.02% | 762 | 762 | — | $20.61万 | 新建仓 |
| — | Kennedy Wilson HLDGS | $20.60万 | 0.02% | 19,041 | 0 | 0.0% | — | 不变 |
| IDXX | Idexx Labs Inc | $20.57万 | 0.02% | 366 | 4 | 1.1% | $2,248 | 加仓 |
| BTC | Grayscale Bitcoin Mini Trust ETF | $20.49万 | 0.02% | 6,831 | 0 | 0.0% | — | 不变 |
| CVBF | C V B Finl Corp | $19.39万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| MGNI | Magnite Inc | $15.44万 | 0.02% | 13,000 | 0 | 0.0% | — | 不变 |
| NOK | Nokia Oyj F Sponsored ADR | $12.39万 | 0.01% | 15,405 | 0 | 0.0% | — | 不变 |
| — | Neonc Technologies HLDGS | $10.52万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | Mobix Labs Inc Class A | $1.00万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -19,657 | -100.0% | -$301.13万 | 清仓 |
| OWL | Blue Owl Cap Inc Class A | $0 | 0.00% | 0 | -104,738 | -100.0% | -$156.48万 | 清仓 |
| ADBE | Adobe Inc | $0 | 0.00% | 0 | -2,933 | -100.0% | -$102.65万 | 清仓 |
| QCOM | Qualcomm Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USRT | iShares Core US REIT ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | Shopify Inc F Class A | $0 | 0.00% | 0 | -1,505 | -100.0% | -$24.23万 | 清仓 |
| COHR | Coherent Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | McCormick &company | $0 | 0.00% | 0 | -3,438 | -100.0% | -$23.42万 | 清仓 |
| SYF | Synchrony Finl | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Vanguard VNG Rus1000val ETF | $0 | 0.00% | 0 | -2,507 | -100.0% | -$23.14万 | 清仓 |
| REGN | Regeneron Pharms Inc | $0 | 0.00% | 0 | -286 | -100.0% | -$22.08万 | 清仓 |
| P | Pure Storage Inc | $0 | 0.00% | 0 | -3,211 | -100.0% | -$21.52万 | 清仓 |
| CVS | CVS Health Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SPDR Fund Consumer Discre Select ETF | $0 | 0.00% | 0 | -1,740 | -100.0% | -$20.78万 | 清仓 |
| EW | Edwards Lifesciences | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CL | Colgate-Palmolive Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | Aon PLC F Class A | $0 | 0.00% | 0 | -581 | -100.0% | -$20.50万 | 清仓 |
| GDXJ | Vaneck Junior Gold Miners ETF | $0 | 0.00% | 0 | -1,800 | -100.0% | -$20.48万 | 清仓 |
| SCHP | Schwab U.S. TIPS ETF | $0 | 0.00% | 0 | -7,564 | -100.0% | -$20.04万 | 清仓 |
| MDB | Mongodb Inc Class A | $0 | 0.00% | 0 | -477 | -100.0% | -$20.02万 | 清仓 |
| — | Black Diamond Therapeuti | $0 | 0.00% | 0 | -27,000 | -100.0% | -$6.56万 | 清仓 |
| EDIT | Editas Medicine Incorpor | $0 | 0.00% | 0 | -17,000 | -100.0% | -$3.48万 | 清仓 |