13FBOX
HCR Wealth Advisors · 13F 持仓分析
期权收益计算器 机构排行

HCR Wealth Advisors

No.2579 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.17亿
环比变动 Q1 2026
+$1.53亿+15.8%
持仓股票数
259
新买入
27
加仓
114
减仓
84
清仓
9
持股不变
34
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
13.32%13.45%$1.49亿51.4万股$1.30亿51.1万股+3,030股+0.59%加仓
V先锋领航指数基金VUG
10.45%10.04%$1.17亿135.5万股$9,679.1万22.2万股+113.4万股+511.55%加仓
V先锋领航白厅基金VYM
9.28%9.92%$1.04亿65.6万股$9,567.1万64.6万股+1.0万股+1.60%加仓
英伟达NVDA
5.5%5.51%$6,148.6万30.7万股$5,314.2万30.5万股+2,579股+0.85%加仓
V先锋领航指数基金VXF
4.25%3.88%$4,750.5万19.3万股$3,742.6万18.2万股+1.1万股+6.10%加仓
IiShares安硕信托IVV
3.39%3.43%$3,791.1万5.1万股$3,305.0万5.1万股+26股+0.05%加仓
谷歌AGOOGL
3.05%2.83%$3,407.2万9.5万股$2,728.0万9.5万股+474股+0.50%加仓
PALO ALTOPANW
2.19%1.19%$2,450.9万7.2万股$1,152.0万7.2万股+13股+0.02%加仓
IiShares安硕IEMG
1.98%1.91%$2,217.0万26.8万股$1,840.5万26.4万股+3,748股+1.42%加仓
F第一信托交易所交易基金IIIFPE
1.65%1.84%$1,838.0万102.8万股$1,773.7万99.9万股+2.9万股+2.87%加仓
IiShares安硕·COREIJR
1.61%1.67%$1,795.3万12.1万股$1,607.7万12.9万股-8,280股-6.40%减仓
微软MSFT
1.6%1.83%$1,791.7万4.8万股$1,764.5万4.8万股+366股+0.77%加仓
AMETEK COMAME
1.43%1.52%$1,595.2万6.6万股$1,467.5万6.8万股-2,523股-3.69%减仓
亚马逊AMZN
1.25%1.22%$1,395.0万5.9万股$1,172.5万5.6万股+2,235股+3.97%加仓
VisaV
1.03%1.03%$1,146.3万3.3万股$996.8万3.3万股+433股+1.31%加仓
Meta平台META
1.03%1.19%$1,145.9万2.0万股$1,147.5万2.0万股+286股+1.43%加仓
美光科技MU
1.01%0.51%$1,133.3万9,818股$492.0万1.5万股-4,744股-32.58%减仓
B贝莱德·ETF TRUST IIBINC
1%1.05%$1,119.8万21.4万股$1,015.2万19.6万股+1.8万股+9.44%加仓
博通AVGO
0.92%0.89%$1,030.7万2.7万股$856.7万2.8万股-393股-1.42%减仓
摩根大通JPM
0.91%0.95%$1,018.4万3.1万股$911.3万3.1万股+133股+0.43%加仓
J骏利亨德森JAAA
0.9%0.92%$1,005.2万19.9万股$891.9万17.7万股+2.2万股+12.44%加仓
AAlphabet Inc Class CGOOG
0.86%0.76%$961.3万2.7万股$736.2万2.6万股+1,543股+6.01%加仓
I景顺QQQ信托VOO
0.75%0.68%$832.4万1.1万股$653.2万1.1万股-13股-0.11%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.72%0.36%$805.5万1.9万股$350.7万2.1万股-2,697股-12.62%减仓
好市多COST
0.72%0.88%$799.1万8,541股$851.0万8,540股+1股+0.01%加仓
SSPDR黄金信托GLD
0.7%0.92%$786.3万2.1万股$889.1万2.1万股+682股+3.30%加仓
SSPDR标普500 ETFSPY
0.64%0.67%$714.0万9,561股$645.2万9,920股-359股-3.62%减仓
GE VernovaGEV
0.61%0.15%$680.6万5,793股$148.5万1,701股+4,092股+240.56%加仓
V先锋领航·FSTEVWO
0.61%0.65%$679.9万11.4万股$629.5万11.6万股-2,550股-2.19%减仓
特斯拉TSLA
0.59%0.59%$655.3万1.6万股$570.6万1.5万股+231股+1.50%加仓
摩根士丹利MS
0.58%0.52%$644.7万3.1万股$500.7万3.0万股+417股+1.37%加仓
V先锋领航指数基金VOO
0.55%0.53%$618.8万9,010股$511.0万8,552股+458股+5.36%加仓
伯克希尔哈撒韦BRK.B
0.54%0.61%$607.6万1.2万股$584.2万1.2万股-49股-0.40%减仓
VertivVRT
0.52%0.76%$578.3万1.7万股$736.4万2.9万股-1.2万股-41.23%减仓
QUANTA SVCSPWR
0.51%0.44%$566.8万7,872股$426.7万7,771股+101股+1.30%加仓
卡特彼勒CAT
0.49%0.37%$543.1万5,099股$358.5万5,060股+39股+0.77%加仓
伊顿ETN
0.47%0.46%$528.6万1.2万股$442.4万1.2万股+37股+0.30%加仓
雷神技术RTX
0.47%0.2%$522.5万2.8万股$196.1万1.0万股+1.7万股+170.89%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.46%0.46%$517.2万15.3万股$442.9万15.2万股+799股+0.53%加仓
汽车地带AZO
0.43%0.54%$480.7万1,504股$521.2万1,543股-39股-2.53%减仓
康菲石油COP
0.41%0.57%$458.5万4.4万股$547.8万4.1万股+2,608股+6.28%加仓
AUTONATIONAN
0.4%0.5%$451.7万2.4万股$477.8万2.4万股-154股-0.63%减仓
SSPDR行业精选信托XLU
0.4%0.49%$445.5万9.8万股$467.9万10.2万股-3,704股-3.63%减仓
UNITED RENTALSURI
0.39%0.29%$439.8万3,882股$276.9万3,801股+81股+2.13%加仓
T赛默飞世尔TMO
0.38%0.43%$422.6万8,428股$413.8万8,418股+10股+0.12%加仓
波音BA
0.37%0.4%$418.5万1.9万股$381.3万1.9万股+177股+0.92%加仓
L3哈里斯LHX
0.37%0.48%$408.2万1.4万股$463.8万1.3万股+607股+4.52%加仓
沃尔玛WMT
0.36%0.45%$397.2万3.5万股$437.1万3.5万股-99股-0.28%减仓
艾伯维ABBV
0.32%0.32%$360.9万1.4万股$308.3万1.4万股+166股+1.17%加仓
IiShares安硕信托IEFA
0.32%0.34%$352.3万3.6万股$327.8万3.6万股+264股+0.73%加仓

🧭 机构资金流板块热力图

净流出 净流入