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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $1.30亿 | 13.45% | 511,249 | -23,033 | -4.3% | -$584.56万 | 减仓 |
| VUG | Vanguard Growth Index Fund ETF | $9,679.06万 | 10.04% | 221,595 | 4,360 | 2.0% | $190.44万 | 加仓 |
| VYM | Vanguard High Dividend Yield Index Fund ETF | $9,567.11万 | 9.92% | 645,989 | 3,870 | 0.6% | $57.31万 | 加仓 |
| NVDA | Nvidia Corp | $5,314.16万 | 5.51% | 304,711 | -653 | -0.2% | -$11.39万 | 减仓 |
| VXF | Vanguard Extended Market ETF S &P Compl | $3,742.63万 | 3.88% | 181,857 | 3,741 | 2.1% | $76.99万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $3,305.02万 | 3.43% | 50,596 | -365 | -0.7% | -$23.84万 | 减仓 |
| GOOGL | Alphabet Inc | $2,728.02万 | 2.83% | 94,867 | -2,133 | -2.2% | -$61.34万 | 减仓 |
| IEMG | iShares Core MSCI Emerging ETF | $1,840.52万 | 1.91% | 263,874 | 5,152 | 2.0% | $35.94万 | 加仓 |
| FPE | First Trust Preferred Securities and Income ETF | $1,773.67万 | 1.84% | 999,249 | 1,077 | 0.1% | $1.91万 | 加仓 |
| MSFT | Microsoft | $1,764.50万 | 1.83% | 47,667 | -203 | -0.4% | -$7.51万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $1,607.68万 | 1.67% | 129,328 | 343 | 0.3% | $4.26万 | 加仓 |
| AME | Ametek Inc | $1,467.47万 | 1.52% | 68,458 | -8,994 | -11.6% | -$192.80万 | 减仓 |
| AMZN | Amazon.Com Inc | $1,172.46万 | 1.22% | 56,295 | 2,507 | 4.7% | $52.21万 | 加仓 |
| PANW | Palo Alto Networks | $1,152.01万 | 1.19% | 71,857 | 1,879 | 2.7% | $30.12万 | 加仓 |
| META | Meta Platforms Inc | $1,147.49万 | 1.19% | 20,056 | -322 | -1.6% | -$18.42万 | 减仓 |
| BINC | BlackRock Flexible Income ETF | $1,015.24万 | 1.05% | 195,501 | 13,827 | 7.6% | $71.80万 | 加仓 |
| V | Visa Inc | $996.78万 | 1.03% | 32,979 | -692 | -2.1% | -$20.92万 | 减仓 |
| JPM | JPMorgan Chase & Co | $911.33万 | 0.95% | 30,980 | -98 | -0.3% | -$2.88万 | 减仓 |
| JAAA | Janus Henderson Aaa Clo ETF IV | $891.90万 | 0.92% | 177,069 | 15,616 | 9.7% | $78.66万 | 加仓 |
| GLD | SPDR Gold TR Gold (SHS) | $889.11万 | 0.92% | 20,663 | 1,847 | 9.8% | $79.47万 | 加仓 |
| AVGO | Broadcom Inc | $856.66万 | 0.89% | 27,678 | -580 | -2.1% | -$17.95万 | 减仓 |
| COST | Costco Wholesale | $851.03万 | 0.88% | 8,540 | -80 | -0.9% | -$7.97万 | 减仓 |
| VRT | Vertiv Holdings Co Class A | $736.43万 | 0.76% | 29,389 | -2,626 | -8.2% | -$65.80万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $736.22万 | 0.76% | 25,664 | 194 | 0.8% | $5.57万 | 加仓 |
| QQQ | Invesco QQQ Trust | $653.23万 | 0.68% | 11,317 | 221 | 2.0% | $12.76万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $645.19万 | 0.67% | 9,920 | 236 | 2.4% | $15.35万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $629.46万 | 0.65% | 116,459 | -1,335 | -1.1% | -$7.22万 | 减仓 |
| BRK/B | Berkshire Hathaway | $584.19万 | 0.61% | 12,191 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors | $570.61万 | 0.59% | 15,349 | -93 | -0.6% | -$3.46万 | 减仓 |
| COP | Conocophillips Com | $547.76万 | 0.57% | 41,496 | 1,365 | 3.4% | $18.02万 | 加仓 |
| AZO | Autozone Inc Com | $521.19万 | 0.54% | 1,543 | 16 | 1.0% | $5.40万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $511.03万 | 0.53% | 8,552 | 394 | 4.8% | $23.54万 | 加仓 |
| MS | Morgan Stanley | $500.67万 | 0.52% | 30,423 | -73 | -0.2% | -$1.20万 | 减仓 |
| MU | Micron Technology | $491.96万 | 0.51% | 14,562 | -29 | -0.2% | -$9,797 | 减仓 |
| AN | Autonation Inc Com | $477.75万 | 0.50% | 24,467 | -401 | -1.6% | -$7.83万 | 减仓 |
| XLU | Utilities Select (sector SPDR Fund) | $467.91万 | 0.49% | 101,963 | 2,939 | 3.0% | $13.49万 | 加仓 |
| LHX | L3harris | $463.81万 | 0.48% | 13,438 | -143 | -1.1% | -$4.94万 | 减仓 |
| SCHG | Schwab US Large Cap Growth ETF | $442.92万 | 0.46% | 152,049 | -13,493 | -8.2% | -$39.31万 | 减仓 |
| ETN | Eaton Corp PLC F | $442.37万 | 0.46% | 12,368 | 188 | 1.5% | $6.72万 | 加仓 |
| WMT | Wal-Mart | $437.07万 | 0.45% | 35,168 | -66 | -0.2% | -$8,202 | 减仓 |
| PWR | Quanta Services Inc | $426.65万 | 0.44% | 7,771 | -307 | -3.8% | -$16.86万 | 减仓 |
| CVX | Chevron Corp. | $421.00万 | 0.44% | 20,348 | 13 | 0.1% | $2,690 | 加仓 |
| TMO | Thermo Fisher | $413.81万 | 0.43% | 8,418 | 30 | 0.4% | $1.47万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $389.33万 | 0.40% | 24,753 | 529 | 2.2% | $8.32万 | 加仓 |
| BA | Boeing Co | $381.30万 | 0.40% | 19,158 | 0 | 0.0% | — | 不变 |
| — | ExxonMobil | $373.80万 | 0.39% | 22,032 | 22 | 0.1% | $3,733 | 加仓 |
| NFLX | Netflix Inc | $371.51万 | 0.39% | 38,639 | 4,891 | 14.5% | $47.03万 | 加仓 |
| CAT | Caterpillar | $358.53万 | 0.37% | 5,060 | 15 | 0.3% | $1.06万 | 加仓 |
| DELL | Dell Technologies Inc Class C | $350.69万 | 0.36% | 21,366 | -869 | -3.9% | -$14.26万 | 减仓 |
| AWK | American Water Works | $350.42万 | 0.36% | 25,749 | -181 | -0.7% | -$2.46万 | 减仓 |
| SHY | iShares Trust 1-3 (year Treasury Bond Etf) | $346.76万 | 0.36% | 41,996 | -7,701 | -15.5% | -$63.59万 | 减仓 |
| NEE | Nextera Energy Inc | $345.13万 | 0.36% | 37,158 | -2,328 | -5.9% | -$21.62万 | 减仓 |
| CME | CME Group Inc | $336.81万 | 0.35% | 11,403 | -165 | -1.4% | -$4.87万 | 减仓 |
| NRG | NRG Energy Inc | $329.96万 | 0.34% | 22,578 | 165 | 0.7% | $2.41万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $327.82万 | 0.34% | 36,210 | 502 | 1.4% | $4.54万 | 加仓 |
| ABBV | Abbvie Inc Com | $308.31万 | 0.32% | 14,175 | 103 | 0.7% | $2.24万 | 加仓 |
| JNJ | Johnson & Johnson | $290.86万 | 0.30% | 11,899 | 52 | 0.4% | $1.27万 | 加仓 |
| URI | United Rentals Inc | $276.93万 | 0.29% | 3,801 | -292 | -7.1% | -$21.27万 | 减仓 |
| SYK | Stryker Corp | $276.07万 | 0.29% | 8,401 | -122 | -1.4% | -$4.01万 | 减仓 |
| HD | Home Depot | $274.00万 | 0.28% | 8,330 | -24 | -0.3% | -$7,894 | 减仓 |
| FLS | Flowserve Corp | $272.36万 | 0.28% | 37,051 | 33,301 | 888.0% | $244.80万 | 加仓 |
| — | Honeywell | $267.58万 | 0.28% | 11,838 | 92 | 0.8% | $2.08万 | 加仓 |
| SBUX | Starbucks Corp Com | $266.24万 | 0.28% | 29,718 | -682 | -2.2% | -$6.11万 | 减仓 |
| BAC | Bank Of America Corp | $262.26万 | 0.27% | 53,797 | -153 | -0.3% | -$7,459 | 减仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $253.30万 | 0.26% | 26,540 | 12,977 | 95.7% | $123.85万 | 加仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF | $231.28万 | 0.24% | 7,209 | 47 | 0.7% | $1.51万 | 加仓 |
| TDG | Transdigm Group | $220.72万 | 0.23% | 1,904 | -143 | -7.0% | -$16.58万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $213.86万 | 0.22% | 33,374 | -2,723 | -7.5% | -$17.45万 | 减仓 |
| DIS | Walt Disney | $212.27万 | 0.22% | 22,024 | 738 | 3.5% | $7.11万 | 加仓 |
| IJH | iShares Core S&P Mid Cap | $210.76万 | 0.22% | 31,210 | 0 | 0.0% | — | 不变 |
| UCON | First Trust TCW Unconstrained Plus Bond ETF | $209.44万 | 0.22% | 84,555 | 18,717 | 28.4% | $46.36万 | 加仓 |
| ALL | Allstate Corp | $206.93万 | 0.21% | 9,980 | -88 | -0.9% | -$1.82万 | 减仓 |
| MINT | PIMCO Enhanced SHRT Maturty Actv ETF | $204.94万 | 0.21% | 20,378 | -250 | -1.2% | -$2.51万 | 减仓 |
| FCX | Freeport-Mcmoran Inc | $204.38万 | 0.21% | 34,770 | -663 | -1.9% | -$3.90万 | 减仓 |
| RTX | RTX Corp | $196.08万 | 0.20% | 10,165 | 1,124 | 12.4% | $21.68万 | 加仓 |
| SHYG | iShares High Yield Corporat Bond ETF | $193.02万 | 0.20% | 45,621 | -2,793 | -5.8% | -$11.82万 | 减仓 |
| CSM | ProShares Large Cap Core Plus ETF | $192.39万 | 0.20% | 25,714 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corp Com | $191.61万 | 0.20% | 5,379 | -12 | -0.2% | -$4,275 | 减仓 |
| GS | Goldman Sachs Group | $191.55万 | 0.20% | 2,264 | -304 | -11.8% | -$25.72万 | 减仓 |
| MA | Mastercard | $185.68万 | 0.19% | 3,716 | 19 | 0.5% | $9,494 | 加仓 |
| AMGN | Amgen Inc. | $169.35万 | 0.18% | 4,813 | 18 | 0.4% | $6,333 | 加仓 |
| AMLP | Alps Alerian MLP ETF | $168.55万 | 0.17% | 32,018 | -783 | -2.4% | -$4.12万 | 减仓 |
| VB | Vanguard Small Cap ETF IV | $165.80万 | 0.17% | 6,330 | 2 | 0.0% | $524 | 加仓 |
| BKLN | Invesco Senior Loan ETF | $165.34万 | 0.17% | 81,007 | -74,670 | -48.0% | -$152.40万 | 减仓 |
| IBIT | iShares Bitcoin ETF | $161.84万 | 0.17% | 42,123 | 3,193 | 8.2% | $12.27万 | 加仓 |
| FIXD | First Trust TCW Opportunistic Fixed Income ETF | $159.62万 | 0.17% | 36,619 | 274 | 0.8% | $1.19万 | 加仓 |
| MCD | McDonalds | $159.59万 | 0.17% | 5,135 | -85 | -1.6% | -$2.64万 | 减仓 |
| IYW | iShares US Technology ETF | $157.02万 | 0.16% | 8,654 | -560 | -6.1% | -$10.16万 | 减仓 |
| GEV | GE Vernova Inc | $148.48万 | 0.15% | 1,701 | -44 | -2.5% | -$3.84万 | 减仓 |
| JCI | Johnson Controls Inter F | $145.98万 | 0.15% | 11,148 | -5,111 | -31.4% | -$66.93万 | 减仓 |
| ZTS | Zoetis Inc | $138.93万 | 0.14% | 11,752 | -578 | -4.7% | -$6.83万 | 减仓 |
| VGT | Vanguard Information Technology Index Fund ETF | $132.94万 | 0.14% | 1,905 | 32 | 1.7% | $2.23万 | 加仓 |
| MO | Altria Group Inc | $132.62万 | 0.14% | 20,097 | -164 | -0.8% | -$1.08万 | 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 |
| SCHW | Charles Schwab Corp | $128.64万 | 0.13% | 13,688 | -74 | -0.5% | -$6,955 | 减仓 |
| XLK | Technology Select Sector SPDR ETF | $127.45万 | 0.13% | 9,590 | 3 | 0.0% | $399 | 加仓 |
| CMF | iShares California Muni Bond ETF | $125.44万 | 0.13% | 22,061 | 700 | 3.3% | $3.98万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $125.29万 | 0.13% | 5,051 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Co | $124.32万 | 0.13% | 1,351 | 13 | 1.0% | $1.20万 | 加仓 |
| PG | Procter & Gamble | $123.76万 | 0.13% | 8,568 | -639 | -6.9% | -$9.23万 | 减仓 |