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HighTower Advisors, LLC

SEC CIK
0001462245
最新申報
2026/8/25

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/5 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
3,790
較 2025 年第 4 季 +152
總值
$942.2 億
較 2025 年第 4 季 +$27.8 億 (+3.0%)
申報日
2026/5/5
SEC
HighTower Advisors, LLC 在 2026 年第 1 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.Stock11,772,399$29.9 億3.2%+764,907+6.9%加碼歷史
JNJJohnson & JohnsonStock10,484,201$25.6 億2.7%+6,535,453+165.5%加碼歷史
iShares Core S&P 500 ETF464287200ETF3,184,798$20.8 億2.2%+495,513+18.4%加碼–
MSFTMicrosoft CorpStock5,058,749$18.7 億2.0%+53,586+1.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF2,802,707$18.2 億1.9%+795,257+39.6%加碼歷史
Vanguard S&P 500 ETF922908363ETF2,651,883$15.8 億1.7%+74,659+2.9%加碼–
BRK.ABerkshire Hathaway IncCL A2,006$14.4 億1.5%−72−3.5%減碼歷史
NVDANVIDIA CorpStock7,713,149$13.5 億1.4%+502,661+7.0%加碼歷史
XOMExxonMobil Holdings CorpCOM7,188,999$12.2 億1.3%−884,035−11.0%減碼歷史
AMZNAmazon Com IncStock5,745,966$12.0 億1.3%+127,187+2.3%加碼歷史
BRK.BBerkshire Hathaway IncStock2,432,963$11.7 億1.2%−69,758−2.8%減碼歷史
GOOGLAlphabet Inc.Stock3,759,185$10.8 億1.1%−125,726−3.2%減碼歷史
METAMeta Platforms, Inc.Stock1,380,422$7.90 億0.8%+16,299+1.2%加碼歷史
JPMJPMorgan Chase & CoStock2,662,407$7.83 億0.8%−9,763−0.4%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF11,686,674$7.49 億0.8%+594,620+5.4%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,237,801$7.18 億0.8%+53,410+2.4%加碼–
SNSharkNinja, Inc.COM SHS6,627,185$7.02 億0.7%+299,411+4.7%加碼歷史
AVGOBroadcom Inc.Stock2,252,481$6.97 億0.7%+92,071+4.3%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF1,589,188$6.94 億0.7%+12,392+0.8%加碼–
Vanguard Morningstar Value ETF922908744ETF3,521,088$6.91 億0.7%+60,127+1.7%加碼–
Invesco QQQ Trust Series I46090E103ETF1,193,756$6.89 億0.7%−9,808−0.8%減碼–
CVXChevron CorpStock3,221,753$6.67 億0.7%+233,638+7.8%加碼歷史
GOOGAlphabet Inc.Stock2,143,650$6.15 億0.7%+16,820+0.8%加碼歷史
GLDSPDR Gold TrustETF1,426,918$6.14 億0.7%−41,356−2.8%減碼歷史
PEPPepsiCo IncStock3,696,273$5.74 億0.6%+274,252+8.0%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,275,960$5.44 億0.6%−6,633−0.5%減碼–
Exchange Traded Concepts Tru301505665ETC 6 HEDGED EQU12,488,185$5.26 億0.6%+109,770+0.9%加碼–
Schwab International Equity ETF808524805ETF21,192,861$5.25 億0.6%+570,984+2.8%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF7,735,222$5.22 億0.6%−145,852−1.9%減碼–
iShares Core MSCI Eafe ETF46432F842ETF5,692,802$5.15 億0.5%+229,435+4.2%加碼–
Vanguard Dividend Appreciation ETF921908844ETF2,351,156$5.06 億0.5%−6,781−0.3%減碼–
iShares Core S&P Small Cap ETF464287804ETF3,524,240$4.38 億0.5%+177,535+5.3%加碼–
MRKMerck & Co., Inc.Stock3,635,404$4.37 億0.5%−182,731−4.8%減碼歷史
COSTCostco Wholesale CorpStock434,914$4.33 億0.5%+15,396+3.7%加碼歷史
MCDMcDonalds CorpStock1,374,665$4.27 億0.5%+21,552+1.6%加碼歷史
CATCaterpillar IncStock592,391$4.20 億0.4%−40,423−6.4%減碼歷史
VVisa Inc.Stock1,383,690$4.18 億0.4%−22,048−1.6%減碼歷史
Exchange Traded Concepts Tr3015056816 MERIDIAN MEGA7,849,463$4.09 億0.4%+320,552+4.3%加碼–
CSCOCisco Systems, Inc.Stock5,258,519$4.08 億0.4%−383,882−6.8%減碼歷史
LLYEli Lilly & CoStock440,797$4.06 億0.4%−46,925−9.6%減碼歷史
PGProcter & Gamble CoStock2,742,694$3.96 億0.4%+265,330+10.7%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF7,281,199$3.94 億0.4%+925,011+14.6%加碼–
Uscf ETF Tr90290T882MIDS ENE INC ETF6,367,995$3.73 億0.4%+589,760+10.2%加碼–
WMTWalmart Inc.Stock2,947,023$3.66 億0.4%+17,951+0.6%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF5,148,918$3.61 億0.4%+147,280+2.9%加碼–
ABBVAbbVie Inc.Stock1,658,024$3.61 億0.4%+29,113+1.8%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF14,005,999$3.59 億0.4%−135,395−1.0%減碼–
TSLATesla, Inc.Stock963,041$3.58 億0.4%+31,082+3.3%加碼歷史
RTXRTX CorpStock1,777,434$3.43 億0.4%−172,182−8.8%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,367,372$3.34 億0.4%+92,745+2.2%加碼–
IBMInternational Business Machines CorpStock1,343,133$3.26 億0.3%−76,280−5.4%減碼歷史
BACBank of America CorpStock6,574,113$3.20 億0.3%−314,674−4.6%減碼歷史
VZVerizon Communications IncStock6,336,673$3.18 億0.3%−341,417−5.1%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF9,475,403$3.12 億0.3%−187,222−1.9%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,086,203$3.12 億0.3%+24,562+2.3%加碼–
HDHome Depot, Inc.Stock946,200$3.11 億0.3%+22,280+2.4%加碼歷史
Vanguard Total Bond Market ETF921937835ETF4,053,484$2.99 億0.3%−17,796−0.4%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,551,101$2.98 億0.3%+141,490+10.0%加碼–
Vanguard Information Technology ETF92204A702ETF423,182$2.95 億0.3%+9,221+2.2%加碼–
IAUiShares Gold TrustETF3,290,890$2.90 億0.3%−99,915−2.9%減碼歷史
AMGNAmgen IncStock820,320$2.89 億0.3%+33,696+4.3%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F3,671,074$2.83 億0.3%+243,678+7.1%加碼–
PIMCO ETF Tr72201R585MULTISECTOR BD10,776,746$2.82 億0.3%+1,509,057+16.3%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,652,492$2.74 億0.3%−29,083−0.8%減碼–
BXBlackstone Inc.COM2,383,661$2.74 億0.3%+690,810+40.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR803,761$2.72 億0.3%+23,150+3.0%加碼歷史
MAMastercard IncStock534,332$2.67 億0.3%−1,675−0.3%減碼歷史
PLPCPreformed Line Products CoCOM968,067$2.62 億0.3%+1,882+0.2%加碼歷史
AEPAmerican Electric Power Co IncStock1,982,456$2.60 億0.3%+6,981+0.4%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,349,671$2.59 億0.3%+48,918+3.8%加碼–
WFCWells Fargo & CompanyStock3,233,708$2.57 億0.3%−175,285−5.1%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF8,624,426$2.51 億0.3%+255,009+3.0%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF958,835$2.51 億0.3%+7,592+0.8%加碼–
WisdomTree Tr97717X669US QTLY DIV GRT2,832,094$2.49 億0.3%−36,987−1.3%減碼–
NFLXNetflix IncStock2,555,168$2.46 億0.3%+796,286+45.3%加碼歷史
LMTLockheed Martin CorpStock393,550$2.38 億0.3%−30,916−7.3%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,427,309$2.38 億0.3%+48,739+2.0%加碼–
NEENextera Energy IncStock2,548,903$2.37 億0.3%+85,082+3.5%加碼歷史
iShares Russell 1000 Value ETF464287598ETF1,089,645$2.33 億0.2%−9,971−0.9%減碼–
iShares S&P 500 Growth ETF464287309ETF2,050,705$2.32 億0.2%+15,119+0.7%加碼–
TJXTJX Companies IncStock1,432,450$2.29 億0.2%−6010.0%減碼歷史
KOCoca Cola CoStock2,963,312$2.25 億0.2%+46,976+1.6%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF8,967,340$2.25 億0.2%+335,543+3.9%加碼–
American Centy ETF Tr025072703INTL EQT ETF2,626,851$2.23 億0.2%+293,115+12.6%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF3,192,744$2.23 億0.2%+193,097+6.4%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE4,467,375$2.16 億0.2%−64,268−1.4%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF1,455,190$2.16 億0.2%+34,835+2.5%加碼–
MSMorgan StanleyStock1,331,983$2.15 億0.2%−209,471−13.6%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF5,433,706$2.11 億0.2%−304,383−5.3%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF6,809,670$2.11 億0.2%−141,223−2.0%減碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,545,297$2.11 億0.2%+105,145+4.3%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,574,822$2.09 億0.2%+59,002+3.9%加碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,870,728$2.05 億0.2%+45,287+2.5%加碼–
MOAltria Group, Inc.Stock3,097,642$2.04 億0.2%+283,120+10.1%加碼歷史
DISWalt Disney CoStock2,116,141$2.04 億0.2%−119,833−5.4%減碼歷史
GILDGilead Sciences, Inc.Stock1,450,177$2.02 億0.2%−211,178−12.7%減碼歷史
GSGoldman Sachs Group IncStock237,693$2.01 億0.2%−25,305−9.6%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,013,080$2.00 億0.2%−253,618−11.2%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,348,987$1.99 億0.2%+162,828+5.1%加碼–
SPGSimon Property Group Inc.REIT1,066,090$1.99 億0.2%−85,606−7.4%減碼歷史

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 2026 年第 1 季的選擇權部位
證券類別賣權買權
Global X FDS37954Y483NASDAQ 100 COVER–$210.6 萬
Global X FDS37954Y475S&P 500 COVERED–$24.7 萬
Global X FDS37954Y459RUSSELL 2000–$5.71 萬
Global X FDS37960A859DOW 30 CO CA ETF–$2.53 萬
SLVOCredit Suisse AGETRA SILV SHS CO–$1.07 萬
Amplify ETF Tr032108433SILJ COVERED CAL–$3,392

2025 年第 4 季之後清倉(192 檔)

2025 年第 4 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 192 檔。

HighTower Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
EXASExact Sciences CorpCOM1,227,761$1.25 億0.1%歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT639,183$3,448 萬<0.1%–
Invesco Exchange Traded FD T46137V696DYNMC MEDIA413,647$2,464 萬<0.1%–
BXMXNuveen S&P 500 BuyWrite Income FundCOM688,353$1,012 萬<0.1%歷史
BNY Mellon Concentrated International ETF09661T834ETP156,015$804.6 萬<0.1%–
Harbor ETF Trust41151J828LONG SHO EQU ETF179,124$494.0 萬<0.1%–
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR202,518$446.1 萬<0.1%–
Cyberark Software LtdM2682V108SHS8,279$369.3 萬<0.1%–
CMAComerica IncCOM41,133$357.6 萬<0.1%歷史
SPDR Index Shs FDS78463X400SP CHINA ETF33,606$325.3 萬<0.1%–
ProShares Tr74347G234NASDAQ 100 HIGH66,855$297.4 萬<0.1%–
STEPStepStone Group Inc.COM CL A44,573$286.0 萬<0.1%歷史
Series Portfolios Tr81752T528ELDRIDGE BBB B106,885$283.0 萬<0.1%–
NPACNew Providence Acquisition Corp. III/CaymanCOM244,121$250.5 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM53,715$230.1 萬<0.1%歷史
iShares Tr46429B523MSCI DENMARK ETF17,915$205.1 萬<0.1%–
Invesco Exch Traded FD Tr II46138E388S&P 500 EX RAT37,165$200.8 萬<0.1%–
STNEStoneCo Ltd.COM120,688$178.5 萬<0.1%歷史
BCARD. Boral ARC Acquisition I Corp.SHS CL A168,867$169.4 萬<0.1%歷史
CUBICustomers Bancorp, Inc.COM20,985$153.4 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A9,103$149.5 萬<0.1%歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS33,065$130.3 萬<0.1%歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM97,258$119.2 萬<0.1%歷史
Capitol Ser Tr14064D519HULL TACTICAL29,344$116.5 萬<0.1%–
SNVSynovus Financial CorpCOM NEW22,417$112.2 萬<0.1%歷史
QNCXQuince Therapeutics, Inc.COM328,500$110.0 萬<0.1%歷史
EROEro Copper Corp.COM36,058$102.0 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM36,439$98.7 萬<0.1%歷史
Global X FDS37954Y814FINTECH ETF33,203$97.7 萬<0.1%–
Tidal Trust III45259A803ROCK US SMAL ETF38,600$97.5 萬<0.1%–
Direxion Shs ETF Tr25461A874DLY AAPL BUL1.5X27,300$91.7 萬<0.1%–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG41,336$89.5 萬<0.1%–
FGF&G Annuities & Life, Inc.COMMON STOCK28,280$87.2 萬<0.1%歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF17,349$84.5 萬<0.1%–
REVGREV Group, Inc.COM13,793$83.9 萬<0.1%歷史
ACLXArcellx, Inc.COMMON STOCK12,558$81.9 萬<0.1%歷史
VTYXVentyx Biosciences, Inc.COM85,972$77.6 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A40,170$71.1 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM7,543$69.6 萬<0.1%歷史
Listed FD Tr53656F383SPEAR ALPHA ETF17,961$69.1 萬<0.1%–
GFUZGeneral Fusion Group Ltd.Equity67,344$68.4 萬<0.1%歷史
VVXV2X, Inc.COM11,875$64.8 萬<0.1%歷史
MNDYmonday.com Ltd.SHS4,228$62.4 萬<0.1%歷史
CNOBConnectOne Bancorp, Inc.COM23,540$61.7 萬<0.1%歷史
Advisors Inner Circle FD III00774Q148DEMOCRACY INTERN19,858$61.6 萬<0.1%–
OCFCOceanfirst Financial CorpCOM33,726$60.5 萬<0.1%歷史
MRXMarex Group LtdORD14,505$55.6 萬<0.1%歷史
MYDBlackRock Muniyield Fund, Inc.COM52,127$54.7 萬<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW34,094$52.4 萬<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM13,708$52.2 萬<0.1%歷史
KRNYKearny Financial Corp.COM68,018$50.4 萬<0.1%歷史
VanEck Vectors ETF Tr92189F114VIDEO GAMING4,737$49.1 萬<0.1%–
BLEBlackRock Municipal Income Trust IICOM46,359$48.4 萬<0.1%歷史
RIGLRigel Pharmaceuticals IncCOM11,088$47.5 萬<0.1%歷史
TIGRUP Fintech Holding LtdSPONSORED ADS49,495$47.3 萬<0.1%歷史
VOYAVoya Financial, Inc.COM6,066$45.2 萬<0.1%歷史
REALTheRealReal, Inc.COM28,042$44.2 萬<0.1%歷史
GRNTGranite Ridge Resources, Inc.COM94,029$44.2 萬<0.1%歷史
RAPTRAPT Therapeutics, Inc.COM NEW12,525$42.4 萬<0.1%歷史
APPFAppfolio IncCOM CL A1,802$41.9 萬<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM20,246$41.8 萬<0.1%歷史
DLOdLocal LtdCLASS A COM29,353$41.5 萬<0.1%歷史
GDOTGreen Dot CorpCL A32,054$41.1 萬<0.1%歷史
BILLBILL Holdings, Inc.Stock7,370$40.2 萬<0.1%歷史
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,396$39.9 萬<0.1%–
TMETencent Music Entertainment GroupSPON ADS22,705$39.8 萬<0.1%歷史
INODInnodata IncCOM NEW7,479$38.1 萬<0.1%歷史
CSGSCSG Systems International IncCOM4,760$36.5 萬<0.1%歷史
BlackRock ETF Trust II iShares Larg Cap Added092528801ETF10,871$36.0 萬<0.1%–
DUOLDuolingo, Inc.CL A COM2,013$35.3 萬<0.1%歷史
BFKBlackRock Municipal Income TrustSH BEN INT34,992$35.1 萬<0.1%歷史
WGSGeneDx Holdings Corp.COM CL A2,682$34.9 萬<0.1%歷史
CPRICapri Holdings LtdSHS14,120$34.5 萬<0.1%歷史
AVDLAvadel Pharmaceuticals PLCStock15,209$32.8 萬<0.1%歷史
HPSJohn Hancock Preferred Income Fund IIICOM22,666$32.7 萬<0.1%歷史
GIBCgi IncCL A3,491$32.2 萬<0.1%歷史
AZTAAzenta, Inc.COM9,423$31.3 萬<0.1%歷史
FWONALiberty Media CorpCOM LBTY ONE S A3,485$31.1 萬<0.1%歷史
TECHBIO-TECHNE CorpCOM5,277$31.0 萬<0.1%歷史
RGRSturm Ruger & Co IncStock9,462$30.9 萬<0.1%歷史
USPHU S Physical Therapy IncCOM3,931$30.7 萬<0.1%歷史
Capital Group Equity ETF Tr14022A201US LARGE GROWT10,720$30.6 萬<0.1%–
Direxion Shs ETF Tr25460G153DAILY REGIONAL3,000$30.3 萬<0.1%–
PVHPVH Corp.COM4,509$30.2 萬<0.1%歷史
MVTBlackRock Munivest Fund II, Inc.COM27,729$30.0 萬<0.1%歷史
WIXWix.com Ltd.SHS2,881$29.9 萬<0.1%歷史
ABRArbor Realty Trust IncCOM37,189$28.9 萬<0.1%歷史
GHCGraham Holdings CoCOM CL B258$28.4 萬<0.1%歷史
PLABPhotronics IncCOM8,711$27.9 萬<0.1%歷史
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