HighMark Wealth Management LLC
ST. PAUL MN · SEC CIK 0001802451
$2.46亿2026Q1 申报市值
552持仓数
67.9%前十大占比 · 第一大 31.0%
32 / 65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
IVV 加仓+$432.82万
PIPR 加仓+$120.28万
IJR 加仓+$59.55万
VOO 加仓+$49.18万
MASS 加仓+$47.95万
2026Q1 卖出最多 按季末市值估算
SPYI 减仓-$30.08万
JEPQ 清仓-$29.39万
SCHG 减仓-$20.84万
EFV 减仓-$19.84万
GSAT 减仓-$18.60万
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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,505 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | 0 | — | -$1,444 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,360 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,339 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,333 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,316 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$1,308 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -20 | -100.0% | -$1,056 | 清仓 |
| QUBT | QUANTUM COMPUTING INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,026 | 清仓 |
| — | LIPOCINE INC NEW | $0 | 0.00% | 0 | -100 | -100.0% | -$803 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -2 | -100.0% | -$648 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -50 | -100.0% | -$498 | 清仓 |
| SWBI | SMITH &WESSON BRANDS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$495 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -10 | -100.0% | -$476 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -50 | -100.0% | -$126 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$112 | 清仓 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -40 | -100.0% | -$79 | 清仓 |
| — | SEASTAR MEDICAL HOLDING CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$4 | 清仓 |
| — | JOBY AVIATION INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1 | 清仓 |
| — | ARCHER AVIATION INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |