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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $1.49亿 | 13.32% | 514,279 | 3,030 | 0.6% | $87.68万 | 加仓 |
| VUG | Vanguard Growth Index Fund ETF | $1.17亿 | 10.45% | 1,355,155 | 25,585 | 1.9% | $220.39万 | 加仓 |
| VYM | Vanguard High Dividend Yield Index Fund ETF | $1.04亿 | 9.28% | 656,338 | 10,349 | 1.6% | $163.55万 | 加仓 |
| NVDA | Nvidia Corp | $6,148.57万 | 5.50% | 307,290 | 2,579 | 0.8% | $51.60万 | 加仓 |
| VXF | Vanguard Extended Market ETF S &P Compl | $4,750.54万 | 4.25% | 192,946 | 11,089 | 6.1% | $273.02万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $3,791.06万 | 3.39% | 50,622 | 26 | 0.1% | $1.95万 | 加仓 |
| GOOGL | Alphabet Inc | $3,407.22万 | 3.05% | 95,341 | 474 | 0.5% | $16.94万 | 加仓 |
| PANW | Palo Alto Networks | $2,450.91万 | 2.19% | 71,870 | 13 | 0.0% | $4,433 | 加仓 |
| IEMG | iShares Core MSCI Emerging ETF | $2,216.99万 | 1.98% | 267,622 | 3,748 | 1.4% | $31.05万 | 加仓 |
| FPE | First Trust Preferred Securities and Income ETF | $1,838.02万 | 1.65% | 1,027,972 | 28,723 | 2.9% | $51.36万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $1,795.27万 | 1.61% | 121,048 | -8,280 | -6.4% | -$122.80万 | 减仓 |
| MSFT | Microsoft | $1,791.75万 | 1.60% | 48,033 | 366 | 0.8% | $13.65万 | 加仓 |
| AME | Ametek Inc | $1,595.23万 | 1.43% | 65,935 | -2,523 | -3.7% | -$61.04万 | 减仓 |
| AMZN | Amazon.Com Inc | $1,395.02万 | 1.25% | 58,530 | 2,235 | 4.0% | $53.27万 | 加仓 |
| V | Visa Inc | $1,146.34万 | 1.03% | 33,412 | 433 | 1.3% | $14.86万 | 加仓 |
| META | Meta Platforms Inc | $1,145.90万 | 1.03% | 20,342 | 286 | 1.4% | $16.11万 | 加仓 |
| MU | Micron Technology | $1,133.29万 | 1.01% | 9,818 | -4,744 | -32.6% | -$547.60万 | 减仓 |
| BINC | BlackRock Flexible Income ETF | $1,119.83万 | 1.00% | 213,952 | 18,451 | 9.4% | $96.57万 | 加仓 |
| AVGO | Broadcom Inc | $1,030.69万 | 0.92% | 27,285 | -393 | -1.4% | -$14.85万 | 减仓 |
| JPM | JPMorgan Chase & Co | $1,018.44万 | 0.91% | 31,113 | 133 | 0.4% | $4.35万 | 加仓 |
| JAAA | Janus Henderson Aaa Clo ETF IV | $1,005.25万 | 0.90% | 199,097 | 22,028 | 12.4% | $111.22万 | 加仓 |
| GOOG | Alphabet Inc. Class C | $961.31万 | 0.86% | 27,207 | 1,543 | 6.0% | $54.52万 | 加仓 |
| QQQ | Invesco QQQ Trust | $832.37万 | 0.75% | 11,304 | -13 | -0.1% | -$9,573 | 减仓 |
| DELL | Dell Technologies Inc Class C | $805.53万 | 0.72% | 18,669 | -2,697 | -12.6% | -$116.37万 | 减仓 |
| COST | Costco Wholesale | $799.07万 | 0.72% | 8,541 | 1 | 0.0% | $936 | 加仓 |
| GLD | SPDR Gold TR Gold (SHS) | $786.31万 | 0.70% | 21,345 | 682 | 3.3% | $25.12万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $714.04万 | 0.64% | 9,561 | -359 | -3.6% | -$26.81万 | 减仓 |
| GEV | GE Vernova Inc | $680.60万 | 0.61% | 5,793 | 4,092 | 240.6% | $480.75万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $679.92万 | 0.61% | 113,909 | -2,550 | -2.2% | -$15.22万 | 减仓 |
| TSLA | Tesla Motors | $655.31万 | 0.59% | 15,580 | 231 | 1.5% | $9.72万 | 加仓 |
| MS | Morgan Stanley | $644.70万 | 0.58% | 30,840 | 417 | 1.4% | $8.72万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $618.83万 | 0.55% | 9,010 | 458 | 5.4% | $31.46万 | 加仓 |
| BRK/B | Berkshire Hathaway | $607.57万 | 0.54% | 12,142 | -49 | -0.4% | -$2.45万 | 减仓 |
| VRT | Vertiv Holdings Co Class A | $578.27万 | 0.52% | 17,271 | -12,118 | -41.2% | -$405.74万 | 减仓 |
| PWR | Quanta Services Inc | $566.83万 | 0.51% | 7,872 | 101 | 1.3% | $7.27万 | 加仓 |
| CAT | Caterpillar | $543.09万 | 0.49% | 5,099 | 39 | 0.8% | $4.15万 | 加仓 |
| ETN | Eaton Corp PLC F | $528.61万 | 0.47% | 12,405 | 37 | 0.3% | $1.58万 | 加仓 |
| RTX | RTX Corp | $522.46万 | 0.47% | 27,536 | 17,371 | 170.9% | $329.59万 | 加仓 |
| SCHG | Schwab US Large Cap Growth ETF | $517.24万 | 0.46% | 152,848 | 799 | 0.5% | $2.70万 | 加仓 |
| AZO | Autozone Inc Com | $480.67万 | 0.43% | 1,504 | -39 | -2.5% | -$12.46万 | 减仓 |
| COP | Conocophillips Com | $458.51万 | 0.41% | 44,104 | 2,608 | 6.3% | $27.11万 | 加仓 |
| AN | Autonation Inc Com | $451.72万 | 0.40% | 24,313 | -154 | -0.6% | -$2.86万 | 减仓 |
| XLU | Utilities Select (sector SPDR Fund) | $445.51万 | 0.40% | 98,259 | -3,704 | -3.6% | -$16.79万 | 减仓 |
| URI | United Rentals Inc | $439.79万 | 0.39% | 3,882 | 81 | 2.1% | $9.18万 | 加仓 |
| TMO | Thermo Fisher | $422.59万 | 0.38% | 8,428 | 10 | 0.1% | $5,014 | 加仓 |
| BA | Boeing Co | $418.54万 | 0.37% | 19,335 | 177 | 0.9% | $3.83万 | 加仓 |
| LHX | L3harris | $408.16万 | 0.37% | 14,045 | 607 | 4.5% | $17.64万 | 加仓 |
| WMT | Wal-Mart | $397.19万 | 0.36% | 35,069 | -99 | -0.3% | -$1.12万 | 减仓 |
| ABBV | Abbvie Inc Com | $360.89万 | 0.32% | 14,341 | 166 | 1.2% | $4.18万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $352.27万 | 0.32% | 36,474 | 264 | 0.7% | $2.55万 | 加仓 |
| CVX | Chevron Corp. | $337.27万 | 0.30% | 20,346 | -2 | -0.0% | -$332 | 减仓 |
| AWK | American Water Works | $336.45万 | 0.30% | 25,569 | -180 | -0.7% | -$2.37万 | 减仓 |
| NRG | NRG Energy Inc | $324.92万 | 0.29% | 22,245 | -333 | -1.5% | -$4.86万 | 减仓 |
| JNJ | Johnson & Johnson | $323.80万 | 0.29% | 12,749 | 850 | 7.1% | $21.59万 | 加仓 |
| MRVL | Marvell Technology Inc | $319.93万 | 0.29% | 10,740 | 113 | 1.1% | $3.37万 | 加仓 |
| NEE | Nextera Energy Inc | $317.24万 | 0.28% | 36,143 | -1,015 | -2.7% | -$8.91万 | 减仓 |
| SBUX | Starbucks Corp Com | $312.03万 | 0.28% | 30,534 | 816 | 2.7% | $8.34万 | 加仓 |
| SHY | iShares Trust 1-3 (year Treasury Bond Etf) | $310.48万 | 0.28% | 37,813 | -4,183 | -10.0% | -$34.35万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $308.18万 | 0.28% | 25,032 | 279 | 1.1% | $3.43万 | 加仓 |
| BAC | Bank Of America Corp | $307.66万 | 0.28% | 53,993 | 196 | 0.4% | $1.12万 | 加仓 |
| — | ExxonMobil | $299.81万 | 0.27% | 21,928 | -104 | -0.5% | -$1.42万 | 减仓 |
| HD | Home Depot | $299.62万 | 0.27% | 8,495 | 165 | 2.0% | $5.82万 | 加仓 |
| FLS | Flowserve Corp | $280.42万 | 0.25% | 37,812 | 761 | 2.1% | $5.64万 | 加仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF | $274.22万 | 0.25% | 7,410 | 201 | 2.8% | $7.44万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $273.71万 | 0.24% | 38,415 | 5,041 | 15.1% | $35.92万 | 加仓 |
| NFLX | Netflix Inc | $269.59万 | 0.24% | 37,758 | -881 | -2.3% | -$6.29万 | 减仓 |
| TDG | Transdigm Group | $260.75万 | 0.23% | 1,957 | 53 | 2.8% | $7.06万 | 加仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $251.46万 | 0.23% | 26,590 | 50 | 0.2% | $4,728 | 加仓 |
| UCON | First Trust TCW Unconstrained Plus Bond ETF | $248.35万 | 0.22% | 99,819 | 15,264 | 18.1% | $37.98万 | 加仓 |
| SYK | Stryker Corp | $248.34万 | 0.22% | 7,887 | -514 | -6.1% | -$16.18万 | 减仓 |
| CME | CME Group Inc | $247.38万 | 0.22% | 11,202 | -201 | -1.8% | -$4.44万 | 减仓 |
| GS | Goldman Sachs Group | $244.06万 | 0.22% | 2,413 | 149 | 6.6% | $15.07万 | 加仓 |
| IJH | iShares Core S&P Mid Cap | $240.66万 | 0.22% | 31,210 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp | $237.20万 | 0.21% | 9,969 | -11 | -0.1% | -$2,617 | 减仓 |
| FCX | Freeport-Mcmoran Inc | $227.53万 | 0.20% | 36,179 | 1,409 | 4.1% | $8.86万 | 加仓 |
| DIS | Walt Disney | $225.07万 | 0.20% | 23,383 | 1,359 | 6.2% | $13.08万 | 加仓 |
| CSM | ProShares Large Cap Core Plus ETF | $219.12万 | 0.20% | 25,714 | 0 | 0.0% | — | 不变 |
| IYW | iShares US Technology ETF | $214.82万 | 0.19% | 8,516 | -138 | -1.6% | -$3.48万 | 减仓 |
| AMLP | Alps Alerian MLP ETF | $203.75万 | 0.18% | 39,295 | 7,277 | 22.7% | $37.73万 | 加仓 |
| VB | Vanguard Small Cap ETF IV | $191.91万 | 0.17% | 6,331 | 1 | 0.0% | $303 | 加仓 |
| MINT | PIMCO Enhanced SHRT Maturty Actv ETF | $190.31万 | 0.17% | 18,878 | -1,500 | -7.4% | -$15.12万 | 减仓 |
| LLY | Lilly Eli & Co | $188.98万 | 0.17% | 1,575 | 224 | 16.6% | $26.88万 | 加仓 |
| AMGN | Amgen Inc. | $188.51万 | 0.17% | 5,205 | 392 | 8.1% | $14.20万 | 加仓 |
| AMD | Advanced Micro Device In | $184.70万 | 0.17% | 3,179 | -160 | -4.8% | -$9.30万 | 减仓 |
| MA | Mastercard | $184.35万 | 0.17% | 3,589 | -127 | -3.4% | -$6.52万 | 减仓 |
| XLK | Technology Select Sector SPDR ETF | $182.23万 | 0.16% | 9,565 | -25 | -0.3% | -$4,763 | 减仓 |
| JCI | Johnson Controls Inter F | $179.45万 | 0.16% | 12,282 | 1,134 | 10.2% | $16.57万 | 加仓 |
| VGT | Vanguard Information Technology Index Fund ETF | $178.13万 | 0.16% | 14,903 | -337 | -2.2% | -$4.03万 | 减仓 |
| SHYG | iShares High Yield Corporat Bond ETF | $175.58万 | 0.16% | 41,400 | -4,221 | -9.3% | -$17.90万 | 减仓 |
| FDX | Fedex Corp Com | $169.00万 | 0.15% | 5,397 | 18 | 0.3% | $5,636 | 加仓 |
| FIXD | First Trust TCW Opportunistic Fixed Income ETF | $161.77万 | 0.14% | 37,095 | 476 | 1.3% | $2.08万 | 加仓 |
| IBIT | iShares Bitcoin ETF | $148.38万 | 0.13% | 44,571 | 2,448 | 5.8% | $8.15万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $148.14万 | 0.13% | 4,930 | -121 | -2.4% | -$3.64万 | 减仓 |
| MO | Altria Group Inc | $144.98万 | 0.13% | 20,149 | 52 | 0.3% | $3,742 | 加仓 |
| SNDK | Sandisk Corp | $142.34万 | 0.13% | 626 | -272 | -30.3% | -$61.85万 | 减仓 |
| BKLN | Invesco Senior Loan ETF | $141.83万 | 0.13% | 69,625 | -11,382 | -14.1% | -$23.19万 | 减仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $131.96万 | 0.12% | 11,235 | 90 | 0.8% | $1.06万 | 加仓 |
| SCHW | Charles Schwab Corp | $129.55万 | 0.12% | 14,040 | 352 | 2.6% | $3.25万 | 加仓 |
| MCD | McDonalds | $128.61万 | 0.12% | 4,757 | -378 | -7.4% | -$10.22万 | 减仓 |
| HON | Honeywell Intl Inc Com | $128.52万 | 0.12% | 5,740 | -6,098 | -51.5% | -$136.53万 | 减仓 |