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HighTower Advisors, LLC

SEC CIK
0001462245
最新申報
2026/8/25

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/6 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
3,638
較 2025 年第 3 季 +9
總值
$914.3 億
較 2025 年第 3 季 +$33.8 億 (+3.8%)
申報日
2026/2/6
SEC
HighTower Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock11,007,492$29.9 億3.3%−244,184−2.2%減碼歷史
MSFTMicrosoft CorpStock5,005,163$24.2 億2.6%−20,857−0.4%減碼歷史
iShares Core S&P 500 ETF464287200ETF2,689,285$18.4 億2.0%+73,428+2.8%加碼–
Vanguard S&P 500 ETF922908363ETF2,577,224$16.2 億1.8%−79,478−3.0%減碼–
BRK.ABerkshire Hathaway IncCL A2,078$15.7 億1.7%+249+13.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF2,007,450$13.7 億1.5%−14,729−0.7%減碼歷史
NVDANVIDIA CorpStock7,210,488$13.4 億1.5%−341,789−4.5%減碼歷史
AMZNAmazon Com IncStock5,618,779$13.0 億1.4%+129,920+2.4%加碼歷史
BRK.BBerkshire Hathaway IncStock2,502,721$12.6 億1.4%−9,114−0.4%減碼歷史
GOOGLAlphabet Inc.Stock3,884,911$12.2 億1.3%−124,124−3.1%減碼歷史
XOMExxonMobil Holdings CorpCOM8,073,034$9.72 億1.1%−154,356−1.9%減碼歷史
METAMeta Platforms, Inc.Stock1,364,123$9.00 億1.0%+593,702+77.1%加碼歷史
JPMJPMorgan Chase & CoStock2,672,170$8.61 億0.9%−49,548−1.8%減碼歷史
JNJJohnson & JohnsonStock3,948,748$8.17 億0.9%−23,411−0.6%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF1,576,796$7.69 億0.8%−19,881−1.2%減碼–
AVGOBroadcom Inc.Stock2,160,410$7.48 億0.8%−2310.0%減碼歷史
Invesco QQQ Trust Series I46090E103ETF1,203,564$7.39 億0.8%+1,841+0.2%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,184,391$7.32 億0.8%+1,799+0.1%加碼–
SNSharkNinja, Inc.COM SHS6,327,774$7.08 億0.8%−1,8750.0%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF11,092,054$6.93 億0.8%+228,185+2.1%加碼–
GOOGAlphabet Inc.Stock2,126,830$6.67 億0.7%−67,956−3.1%減碼歷史
Vanguard Morningstar Value ETF922908744ETF3,460,961$6.61 億0.7%+208,749+6.4%加碼–
iShares Russell 1000 Growth ETF464287614ETF1,282,593$6.07 億0.7%−7,901−0.6%減碼–
GLDSPDR Gold TrustETF1,468,274$5.82 億0.6%−33,475−2.2%減碼歷史
LLYEli Lilly & CoStock487,722$5.24 億0.6%−18,511−3.7%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF7,881,074$5.20 億0.6%+114,880+1.5%加碼–
Vanguard Dividend Appreciation ETF921908844ETF2,357,937$5.18 億0.6%+12,038+0.5%加碼–
Schwab International Equity ETF808524805ETF20,621,877$4.96 億0.5%−1,789,340−8.0%減碼–
VVisa Inc.Stock1,405,738$4.93 億0.5%−17,106−1.2%減碼歷史
PEPPepsiCo IncStock3,422,021$4.91 億0.5%−16,420−0.5%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF5,463,367$4.89 億0.5%+660,292+13.7%加碼–
Exchange Traded Concepts Tru301505665ETC 6 HEDGED EQU12,378,415$4.86 億0.5%+156,835+1.3%加碼–
CVXChevron CorpStock2,988,115$4.55 億0.5%+605,414+25.4%加碼歷史
CSCOCisco Systems, Inc.Stock5,642,401$4.35 億0.5%−43,467−0.8%減碼歷史
IBMInternational Business Machines CorpStock1,419,413$4.20 億0.5%+51,227+3.7%加碼歷史
TSLATesla, Inc.Stock931,959$4.19 億0.5%+5,627+0.6%加碼歷史
MCDMcDonalds CorpStock1,353,113$4.14 億0.5%+15,710+1.2%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF3,346,705$4.02 億0.4%+368,988+12.4%加碼–
MRKMerck & Co., Inc.Stock3,818,135$4.02 億0.4%−50,990−1.3%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF14,141,394$3.81 億0.4%−58,313−0.4%減碼–
BACBank of America CorpStock6,888,787$3.79 億0.4%+107,897+1.6%加碼歷史
Exchange Traded Concepts Tr3015056816 MERIDIAN MEGA7,528,911$3.76 億0.4%+438,847+6.2%加碼–
ABBVAbbVie Inc.Stock1,628,911$3.72 億0.4%−12,873−0.8%減碼歷史
CATCaterpillar IncStock632,814$3.63 億0.4%−29,919−4.5%減碼歷史
COSTCostco Wholesale CorpStock419,518$3.62 億0.4%−5,296−1.2%減碼歷史
RTXRTX CorpStock1,949,616$3.58 億0.4%−75,569−3.7%減碼歷史
PGProcter & Gamble CoStock2,477,364$3.55 億0.4%+12,434+0.5%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF5,001,638$3.47 億0.4%+39,699+0.8%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,274,627$3.43 億0.4%+423,754+11.0%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF6,356,188$3.42 億0.4%+365,261+6.1%加碼–
WMTWalmart Inc.Stock2,929,072$3.26 億0.4%+68,818+2.4%加碼歷史
HDHome Depot, Inc.Stock923,920$3.18 億0.3%−24,629−2.6%減碼歷史
WFCWells Fargo & CompanyStock3,408,993$3.18 億0.3%−22,341−0.7%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF9,662,625$3.16 億0.3%−782,745−7.5%減碼–
Vanguard Information Technology ETF92204A702ETF413,961$3.12 億0.3%+11,411+2.8%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,061,641$3.08 億0.3%+42,068+4.1%加碼–
MAMastercard IncStock536,007$3.06 億0.3%−8,275−1.5%減碼歷史
ORCLOracle CorpStock1,564,008$3.05 億0.3%−89,051−5.4%減碼歷史
Vanguard Total Bond Market ETF921937835ETF4,071,280$3.02 億0.3%+80,843+2.0%加碼–
Uscf ETF Tr90290T882MIDS ENE INC ETF5,778,235$2.84 億0.3%+319,701+5.9%加碼–
IAUiShares Gold TrustETF3,390,805$2.75 億0.3%−118,974−3.4%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF8,369,417$2.73 億0.3%+236,668+2.9%加碼–
VZVerizon Communications IncStock6,678,090$2.72 億0.3%+202,150+3.1%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,681,575$2.71 億0.3%−400,649−9.8%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,409,611$2.70 億0.3%+55,250+4.1%加碼–
MSMorgan StanleyStock1,541,454$2.69 億0.3%+14,592+1.0%加碼歷史
BXBlackstone Inc.COM1,692,851$2.61 億0.3%−34,959−2.0%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F3,427,396$2.59 億0.3%+146,434+4.5%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF1,300,753$2.58 億0.3%−37,694−2.8%減碼–
AMGNAmgen IncStock786,624$2.57 億0.3%−2,753−0.3%減碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT2,869,081$2.57 億0.3%−45,551−1.6%減碼–
DISWalt Disney CoStock2,235,974$2.54 億0.3%−79,226−3.4%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,378,570$2.54 億0.3%+5,487+0.2%加碼–
iShares S&P 500 Growth ETF464287309ETF2,035,586$2.51 億0.3%+37,500+1.9%加碼–
PIMCO ETF Tr72201R585MULTISECTOR BD9,267,689$2.47 億0.3%+751,426+8.8%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF951,243$2.45 億0.3%+12,184+1.3%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR780,611$2.37 億0.3%+4,941+0.6%加碼歷史
iShares Russell 1000 Value ETF464287598ETF1,099,616$2.31 億0.3%+41,117+3.9%加碼–
GSGoldman Sachs Group IncStock262,998$2.31 億0.3%−8,933−3.3%減碼歷史
ABTAbbott LaboratoriesStock1,831,746$2.29 億0.3%−6,635−0.4%減碼歷史
AEPAmerican Electric Power Co IncStock1,975,475$2.28 億0.2%−5220.0%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF5,738,089$2.27 億0.2%−201,526−3.4%減碼–
Schwab U.S. Broad Market ETF808524102ETF8,631,797$2.26 億0.2%+854,800+11.0%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,266,698$2.26 億0.2%+94,828+4.4%加碼–
QCOMQualcomm IncStock1,301,908$2.23 億0.2%−30,072−2.3%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,825,441$2.22 億0.2%−5,756−0.3%減碼–
TJXTJX Companies IncStock1,433,051$2.20 億0.2%+20,488+1.5%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,515,820$2.18 億0.2%+63,958+4.4%加碼依 2 比 1 拆股換算–
SPGSimon Property Group Inc.REIT1,151,696$2.13 億0.2%+28,058+2.5%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE4,531,643$2.11 億0.2%−25,901−0.6%減碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL4,140,505$2.09 億0.2%+32,353+0.8%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF6,950,893$2.09 億0.2%−3,831,682−35.5%減碼–
LMTLockheed Martin CorpStock424,466$2.05 億0.2%+4,191+1.0%加碼歷史
CMICummins IncStock401,424$2.05 億0.2%−39,199−8.9%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,440,152$2.04 億0.2%+1,348,722+123.6%加碼–
GILDGilead Sciences, Inc.Stock1,661,355$2.04 億0.2%−14,442−0.9%減碼歷史
KOCoca Cola CoStock2,916,336$2.04 億0.2%+9,486+0.3%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF1,420,355$2.04 億0.2%+63,617+4.7%加碼–
WisdomTree Tr97717Y477US QUALITY GROW3,474,401$2.04 億0.2%+117,413+3.5%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF2,999,647$2.02 億0.2%−95,906−3.1%減碼–

選擇權(6 檔)

同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。

HighTower Advisors, LLC 在 2025 年第 4 季的選擇權部位
證券類別賣權買權
Global X FDS37954Y483NASDAQ 100 COVER–$181.2 萬
Global X FDS37954Y475S&P 500 COVERED–$23.2 萬
Global X FDS37954Y459RUSSELL 2000–$2.75 萬
Global X FDS37960A859DOW 30 CO CA ETF–$2.20 萬
SLVOCredit Suisse AGETRA SILV SHS CO–$1.14 萬
Inno Ep Inc Dly Putwrite ETF45784N403EQUITY PREMIUM I$2,729–

2025 年第 3 季之後清倉(231 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 231 檔。

HighTower Advisors, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
ULUnilever PLCSPON ADR NEW442,378$2,623 萬<0.1%歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF737,476$1,858 萬<0.1%–
VBTXVeritex Holdings, Inc.COM497,661$1,669 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB521,522$1,079 萬<0.1%–
iShares Tr46435U432IBONDS DEC 25248,217$665.0 萬<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS205,345$479.8 萬<0.1%–
LNWOLight & Wonder, Inc.COM52,013$436.6 萬<0.1%歷史
ProShares Tr74347G804K1 FRE CRD OIL105,461$422.9 萬<0.1%–
RIOTRiot Platforms, Inc.COM219,456$417.6 萬<0.1%歷史
COOPMaverick Merger Sub 2, LLCCOM18,510$390.2 萬<0.1%歷史
Tidal Trust I886364645SONICSHARES GBL108,010$335.3 萬<0.1%–
CVLTCommvault Systems IncCOM16,296$307.6 萬<0.1%歷史
Hartford FDS Exchange Traded41653L883LARGE CAP GRWT107,070$290.4 萬<0.1%–
TRMLTourmaline Bio, Inc.COM53,418$255.5 萬<0.1%歷史
AMCRAmcor plcORD297,011$243.0 萬<0.1%歷史
GHLDGuild Holdings CoCL A119,651$238.6 萬<0.1%歷史
AEHRAehr Test SystemsCOM78,340$235.9 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM78,155$218.1 萬<0.1%歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF60,738$217.5 萬<0.1%–
LAZLazard, Inc.COM40,021$211.2 萬<0.1%歷史
SPDR Series Trust78464A151SST SPDR BLOOMBE61,716$199.3 萬<0.1%–
IESCIES Holdings, Inc.COM4,793$190.6 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J528BULSHS 2025 MUNI76,515$187.7 萬<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER102,499$174.3 萬<0.1%–
BILIBilibili Inc.SPONS ADS REP Z54,667$153.6 萬<0.1%歷史
LIFLife360, Inc.COM14,150$150.4 萬<0.1%歷史
KKellanovaStock16,643$136.5 萬<0.1%歷史
Procure ETF Trust II74280R205SPACE ETF38,132$136.0 萬<0.1%–
HCMAHCM III Acquisition Corp.ORD SHS CL A132,517$133.9 萬<0.1%歷史
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN25,701$129.6 萬<0.1%–
DFINDonnelley Financial Solutions, Inc.COM23,856$122.7 萬<0.1%歷史
KTBKontoor Brands, Inc.Stock15,131$120.7 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F631FT VEST US27,700$116.7 萬<0.1%–
VGVenture Global, Inc.COM CL A79,920$113.4 萬<0.1%歷史
2X Ether ETF92864M798ETF8,510$110.5 萬<0.1%–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR22,762$106.1 萬<0.1%–
iShares Inc464286715MSCI TURKEY ETF30,018$102.8 萬<0.1%–
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN43,009$96.6 萬<0.1%歷史
CBNAChain Bridge Bancorp IncCL A26,980$88.3 萬<0.1%歷史
Innovator ETFs Trust45783Y475INNOVATOR US EQ24,900$86.0 萬<0.1%–
PNFPPinnacle Financial Partners, Inc.COM8,874$83.2 萬<0.1%歷史
TRNTrinity Industries IncCOM28,936$81.1 萬<0.1%歷史
RDWRRadware LtdORD30,474$80.7 萬<0.1%歷史
Alps ETF Tr00162Q346SMITH CORE PLUS29,912$78.2 萬<0.1%–
VMEOVimeo, Inc.COMMON STOCK97,008$75.2 萬<0.1%歷史
Kraneshares Trust500767405BOSERA MSCI CHIN24,986$75.1 萬<0.1%–
BHFBrighthouse Financial, Inc.COM13,708$72.8 萬<0.1%歷史
PINCPremier, Inc.CL A25,287$70.3 萬<0.1%歷史
Investment Managers Ser Tr46143U526TRADR 2X LONG33,500$68.4 萬<0.1%–
VCVisteon CorpCOM NEW5,648$67.7 萬<0.1%歷史
BNY Mellon ETF Trust09661T800HIGH YIELD ETF13,625$66.4 萬<0.1%–
MSGEMadison Square Garden Entertainment Corp.COM CL A14,509$65.6 萬<0.1%歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF12,675$64.7 萬<0.1%–
DRDDrdgold LtdSPON ADR REPSTG23,275$64.2 萬<0.1%歷史
NTLAIntellia Therapeutics, Inc.COM36,986$63.9 萬<0.1%歷史
BWINBaldwin Insurance Group, Inc.COM CL A20,666$58.3 萬<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM29,977$57.8 萬<0.1%歷史
WSCWillScot Holdings CorpCOM CL A26,692$56.4 萬<0.1%歷史
NAKANakamoto Inc.COM520,030$55.6 萬<0.1%歷史
ENXEaton Vance New York Municipal Bond FundCOM53,540$52.8 萬<0.1%歷史
Flexshares Tr33939L795STOXX GLOBR INF8,226$51.8 萬<0.1%–
PKXPosco Holdings Inc.SPONSORED ADR10,450$51.4 萬<0.1%歷史
QFINQfin Holdings, Inc.AMERICAN DEP17,717$51.0 萬<0.1%歷史
AMBAAmbarella IncSHS6,142$50.7 萬<0.1%歷史
NMADNomad Power Solutions, Inc.COM99,432$50.0 萬<0.1%歷史
Invesco India Exchange-Trade46137R109INDIA ETF19,479$48.8 萬<0.1%–
Invesco Exchange Traded FD Tr46138G474COM11,424$48.7 萬<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF20,698$48.1 萬<0.1%–
LBRDALiberty Broadband CorpCOM SER A7,213$45.7 萬<0.1%歷史
ANIPAni Pharmaceuticals IncCOM4,969$45.5 萬<0.1%歷史
TTGTTechTarget, Inc.COM NEW77,659$45.1 萬<0.1%歷史
Aris Water Solutions, Inc.04041L106CLASS A COM17,772$43.8 萬<0.1%–
QGENQiagen N.V.COMMON STOCK9,763$43.6 萬<0.1%歷史
CWSTCasella Waste Systems IncCL A4,484$42.5 萬<0.1%歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S6,259$42.5 萬<0.1%–
ATAIAtai Beckley N.V.SHS79,356$42.0 萬<0.1%歷史
SDRLSEADRILL LtdCOM13,843$41.8 萬<0.1%歷史
ESTCElastic N.V.ORD SHS4,796$40.5 萬<0.1%歷史
TNKTeekay Tankers Ltd.CL A7,806$39.5 萬<0.1%歷史
TXG10x Genomics, Inc.CL A COM32,920$38.5 萬<0.1%歷史
Innovator ETFs Trust45782C672US EQT ULTRA BF9,590$37.7 萬<0.1%–
Volatility Shs Tr92864M3012X BITCOIN STRAT6,754$37.2 萬<0.1%–
AKROAkero Therapeutics, Inc.COM7,684$36.5 萬<0.1%歷史
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC8,052$36.4 萬<0.1%–
Invesco Exchange Traded FD T46137V324S&P500 EQL IND6,471$36.3 萬<0.1%–
METCRamaco Resources, Inc.COM CL A10,837$36.0 萬<0.1%歷史
Volatility92864M830SHS TR 2X SOLANA ETF15,618$36.0 萬<0.1%–
SMSM Energy CoCOM13,743$34.3 萬<0.1%歷史
DCOMDime Commercial Bancshares, Inc.COM11,436$34.1 萬<0.1%歷史
FMCFMC CorpCOM NEW9,752$32.8 萬<0.1%歷史
Sprott FDS Tr85208P808JUNIOR URANIUM11,238$32.8 萬<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF23,194$32.4 萬<0.1%–
RNGRingCentral, Inc.CL A11,413$32.3 萬<0.1%歷史
EVTCEVERTEC, Inc.COM9,538$32.2 萬<0.1%歷史
MGNIMagnite, Inc.COM14,780$32.2 萬<0.1%歷史
FOURShift4 Payments, Inc.CL A4,148$32.1 萬<0.1%歷史
Tidal Tr II88636R834STKD BITCOIN7,374$31.7 萬<0.1%–
KBRKBR, Inc.COM6,650$31.4 萬<0.1%歷史
Innov PRM Inc 9BUFF ETF Oct45783Y467ETP12,895$30.7 萬<0.1%–
ALEAllete IncCOM NEW4,621$30.7 萬<0.1%歷史