Halbert Hargrove Global Advisors, LLC 13F 持仓 · 2026年Q2
Halbert Hargrove Global Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 702 只证券，申报市值合计 23.12 亿美元。前几大持仓：IVV（15.96%）、NTSX（13.68%）、LRGF（11.85%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $369.0M | 15.96% | 492,680 | 减持 |
| 2 | NTSX | WISDOMTREE TR | $316.3M | 13.68% | 5.4M | 减持 |
| 3 | LRGF | ISHARES TR | $273.9M | 11.85% | 3.6M | 减持 |
| 4 | WAMA | WISDOMTREE TR | $184.3M | 7.97% | 7.0M | 增持 |
| 5 | IEMG | ISHARES INC | $183.3M | 7.93% | 2.2M | 减持 |
| 6 | IEFA | ISHARES TR | $179.5M | 7.77% | 1.9M | 减持 |
| 7 | NTSI | WISDOMTREE TR | $146.0M | 6.32% | 3.1M | 增持 |
| 8 | INTF | ISHARES TR | $140.0M | 6.05% | 3.4M | 增持 |
| 9 | AIMS | SERIES PORTFOLIOS TR | $89.8M | 3.88% | 3.0M | 减持 |
| 10 | EEM | ISHARES TR | $72.3M | 3.13% | 1.1M | 减持 |
| 11 | WIMA | WISDOMTREE TR | $67.4M | 2.91% | 1.6M | 增持 |
| 12 | SPDW | SPDR INDEX SHS FDS | $56.1M | 2.43% | 1.1M | 减持 |
| 13 | SCZ | ISHARES TR | $30.4M | 1.32% | 369,979 | 减持 |
| 14 | IWM | ISHARES TR | $24.5M | 1.06% | 81,697 | 减持 |
| 15 | IWC | ISHARES TR | $16.5M | 0.71% | 82,329 | 减持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 0.59% | 190,170 | 减持 |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $10.2M | 0.44% | 30,154 | 减持 |
| 18 | PYLD | PIMCO ETF TR | $7.9M | 0.34% | 299,343 | 增持 |
| 19 | ABNB | AIRBNB INC | $7.6M | 0.33% | 26,504 | 增持 |
| 20 | BOND | PIMCO ETF TR | $6.6M | 0.28% | 71,174 | 减持 |
| 21 | ESGU | ISHARES TR | $6.2M | 0.27% | 38,183 | 减持 |
| 22 | IWB | ISHARES TR | $6.2M | 0.27% | 15,153 | 减持 |
| 23 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.2M | 0.27% | 129,182 | 增持 |
| 24 | IWV | ISHARES TR | $6.1M | 0.26% | 14,354 | 减持 |
| 25 | MINT | PIMCO ETF TR | $5.9M | 0.26% | 58,956 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR