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HCR Wealth Advisors

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$11.2億

申報季度: 2026-06-30 · 持股檔數: 259

HCR Wealth Advisors在最新一期 13F 報告中揭露了 259 項持股，申報期為 2026-06-30，總持股市值約為 US$11.2億，季度換手率為 18.8%。

機構性格雪花圖

集中度
19.19
持倉穩定性
18.76
動能／逆勢
100
產業集中度
86.75
多樣化
100
倉位均衡度
66.13

近期動向

  • 加碼 PANW

    +0.0%　US$1298.9萬

  • 減碼 VYM

    +1.6%　US$805.0萬

  • 加碼 MU

    -32.6%　US$641.3萬

  • 加碼 GEV

    +240.6%　US$532.1萬

  • 加碼 VUG

    +511.5%　US$1994.3萬

  • 加碼 VXF

    +6.1%　US$1007.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技13.32%-0.13%+0.59%
2VUGVanguard Growth ETFETF-其他10.45%+0.41%+511.55%
3VYMVanguard High Dvd Yield ETFETF-其他9.28%-0.64%+1.60%
4NVDANvidia CORP股票-科技5.50%-0.01%+0.85%
5VXFVanguard Extended Market ETFETF-其他4.25%+0.37%+6.10%
6IVVIshares Core S&p 500 ETFETF-大型股與成長3.39%-0.04%+0.05%
7GOOGLAlphabet Inc-cl A股票-通訊服務3.05%+0.22%+0.50%
8PANWPalo Alto Networks INC股票-科技2.19%+1.00%+0.02%
9IEMGIshares Core Msci EmergingETF-新興市場1.98%+0.07%+1.42%
10FPEFt-preferred Secur & INC ETFETF-其他1.65%-0.19%+2.87%
11IJRIshares Core S&p Small-cap EETF-中小型股1.61%-0.06%-6.40%
12MSFTMicrosoft CORP股票-科技1.60%—+0.77%
13AMEAmetek INC股票-工業1.43%-0.09%-3.69%
14AMZNAmazon.com INC股票-循環性消費1.25%+0.03%+3.97%
15VVisa Inc-class A Shares股票-金融1.03%—+1.31%
16METAMeta Platforms Inc-class A股票-通訊服務1.03%—+1.43%
17MUMicron Technology INC股票-科技1.01%+0.50%-32.58%
18BINCIshares Flex I A Etf-usd INCETF-其他1.00%-0.05%+9.44%
19AVGOBroadcom INC股票-科技0.92%+0.03%-1.42%
20JPMJpmorgan Chase & Co股票-金融0.91%-0.03%+0.43%
21JAAAJanus Henderson Aaa Clo ETFETF-其他0.90%-0.02%+12.44%
22GOOGAlphabet Inc-cl C股票-通訊服務0.86%+0.10%+6.01%
23QQQInvesco Qqq Trust Series 1ETF-科技型0.75%+0.07%-0.11%
24DELLDell Technologies -c股票-科技0.72%+0.36%-12.62%
25COSTCostco Wholesale CORP股票-非循環性消費0.72%—+0.01%
26GLDSpdr Gold SharesETF-避險與商品0.70%-0.22%+3.30%
27SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.64%-0.03%-3.62%
28GEVGE Vernova INC股票-工業0.61%+0.46%+240.56%
29VWOVanguard Ftse Emerging MarkeETF-新興市場0.61%—-2.19%
30TSLATesla INC股票-循環性消費0.59%—+1.50%
31MSMorgan Stanley股票-金融0.58%+0.06%+1.37%
32VOOVanguard S&p 500 ETFETF-大型股與成長0.55%+0.02%+5.36%
33BRK-BBerkshire Hathaway Inc-cl B股票-其他0.54%—-0.40%
34VRTVertiv Holdings Co-a股票-工業0.52%-0.24%-41.23%
35PWRQuanta Services INC股票-工業0.51%+0.07%+1.30%
36CATCaterpillar INC股票-工業0.49%+0.12%+0.77%
37ETNEaton Corporation plc股票-工業0.47%+0.01%+0.30%
38RTXRtx CORP股票-工業0.47%+0.27%+170.89%
39SCHGSchwab US Large-cap GrowthETF-其他0.46%—+0.53%
40AZOAutozone INC股票-循環性消費0.43%—-2.53%
41COPConocophillips股票-能源0.41%-0.16%+6.28%
42ANAutonation INC股票-循環性消費0.40%—-0.63%
43XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.40%—-3.63%
44URIUnited Rentals INC股票-工業0.39%+0.10%+2.13%
45TMOThermo Fisher Scientific INC股票-醫療保健0.38%—+0.12%
46BABoeing Co/the股票-工業0.37%—+0.92%
47LHXL3harris Technologies INC股票-工業0.37%—+4.52%
48WMTWalmart INC股票-非循環性消費0.36%—-0.28%
49ABBVAbbvie INC股票-醫療保健0.32%—+1.17%
50IEFAIshares Core Msci Eafe ETFETF-其他0.32%—+0.73%
1–50 of 259

本季持股變動

HCR Wealth Advisors 在 2026-06-30 最顯著的持倉異動： 清倉: Honeywell International INC (HON); 新建倉: ; 新建倉: Intel CORP (INTC); 加碼: Palo Alto Networks INC (PANW) — 股數 +0.02%; 加碼: Vanguard High Dvd Yield ETF (VYM) — 股數 +1.60%.

HCR Wealth Advisors 於截至 2026-06-30 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1PANWPalo Alto Networks INC+1%+0.02%加碼
2MUMicron Technology INC+0.5%-32.58%減碼
3GEVGE Vernova INC+0.5%+240.56%加碼
4VUGVanguard Growth ETF+0.4%+511.55%加碼
5VXFVanguard Extended Market ETF+0.4%+6.10%加碼
6DELLDell Technologies -c+0.4%-12.62%減碼
7RTXRtx CORP+0.3%+170.89%加碼
8GOOGLAlphabet Inc-cl A+0.2%+0.50%加碼
9MRVLMarvell Technology INC+0.2%+1.06%加碼
10CATCaterpillar INC+0.1%+0.77%加碼
11✓ +0.1%NEW新建倉
12GOOGAlphabet Inc-cl C+0.1%+6.01%加碼
13URIUnited Rentals INC+0.1%+2.13%加碼
14AMDAdvanced Micro Devices+0.1%-4.79%減碼
15GLWCorning INC+0.1%+120.26%加碼
16IEMGIshares Core Msci Emerging+0.1%+1.42%加碼
17QQQInvesco Qqq Trust Series 1+0.1%-0.11%減碼
18PWRQuanta Services INC+0.1%+1.30%加碼
19SNDKSandisk CORP+0.1%-30.29%減碼
20INTCIntel CORP+0.1%NEW新建倉
21MSMorgan Stanley+0.1%+1.37%加碼
22LLYEli Lilly & Co0%+16.58%加碼
23AMZNAmazon.com INC0%+3.97%加碼
24AVGOBroadcom INC0%-1.42%減碼
25VOOVanguard S&p 500 ETF0%+5.36%加碼
26VEAVanguard Ftse Developed ETF0%+15.10%加碼
27ETNEaton Corporation plc0%+0.30%加碼
28VVisa Inc-class A Shares—+1.31%加碼
29TSLATesla INC—+1.50%加碼
30SCHGSchwab US Large-cap Growth—+0.53%加碼
31NVDANvidia CORP0%+0.85%加碼
32JAAAJanus Henderson Aaa Clo ETF0%+12.44%加碼
33JPMJpmorgan Chase & Co0%+0.43%加碼
34SPYSs Spdr S&p 500 ETF Trust-us0%-3.62%減碼
35IVVIshares Core S&p 500 ETF0%+0.05%加碼
36BINCIshares Flex I A Etf-usd INC-0.1%+9.44%加碼
37IJRIshares Core S&p Small-cap E-0.1%-6.40%減碼
38AMEAmetek INC-0.1%-3.69%減碼
39ICEIntercontinental Exchange In-0.1%+1.13%加碼
40XOMExxon Mobil CORP-0.1%-0.47%減碼
41AAPLApple INC-0.1%+0.59%加碼
42CMECme Group INC-0.1%-1.76%減碼
43CVXChevron CORP-0.1%-0.01%減碼
44NFLXNetflix INC-0.2%-2.28%減碼
45COPConocophillips-0.2%+6.28%加碼
46FPEFt-preferred Secur & INC ETF-0.2%+2.87%加碼
47GLDSpdr Gold Shares-0.2%+3.30%加碼
48VRTVertiv Holdings Co-a-0.2%-41.23%減碼
49HONHoneywell International INC-0.3%EXIT清倉
50VYMVanguard High Dvd Yield ETF-0.6%+1.60%加碼

FAQ

HCR Wealth Advisors 是什麼機構？屬於哪種投資人類型？
HCR Wealth Advisors 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$11.2億，分佈在 259 個已申報部位之中。
HCR Wealth Advisors 目前前幾大持股有哪些？
根據最新 13F 申報，HCR Wealth Advisors 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$1.5億 (13.3%) 2. Vanguard Growth ETF (VUG) — US$1.2億 (10.4%) 3. Vanguard High Dvd Yield ETF (VYM) — US$1.0億 (9.3%) 4. Nvidia CORP (NVDA) — US$6148.6萬 (5.5%) 5. Vanguard Extended Market ETF (VXF) — US$4750.5萬 (4.3%)
HCR Wealth Advisors 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，HCR Wealth Advisors 共進行了 50 項顯著調整：新建倉 2 個部位、加碼 33 個既有持股、減碼 14 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Honeywell International INC (HON); 新建倉: ; 新建倉: Intel CORP (INTC); 加碼: Palo Alto Networks INC (PANW) — 股數 +0.02%; 加碼: Vanguard High Dvd Yield ETF (VYM) — 股數 +1.60%
HCR Wealth Advisors 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，HCR Wealth Advisors 的主要板塊分佈如下： • Information Technology: 49.7% • Industrials: 12.6% • Communication Services: 10.2% • Financials: 9.0% • Consumer Discretionary: 6.6% • Health Care: 4.0%