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Heritage Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Heritage Wealth Advisors
报告期 2026-03-31 · CIK 0001591122
持仓数
692
前50大市值合计
$2.44B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 60
减持 63
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
IVV
IShares S&P 500 Index
-$114.2M
1,447,213
-26%
减持
ICSH
iShares Ultra Short-Term Bond ETF
-$29.6M
8,680
-99%
增持
IEFA
iShares Core MSCI EAFE
+$23.6M
760,315
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+60%
减持
IWM
Ishares Russell 2000
-$15.2M
469,859
-22%
增持
COP
Conocophillips
+$12.7M
187,389
+170254%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$10.9M
454,640
+64%
增持
—
Brookfield Asset Mgmt
+$10.2M
436,491
+37%
增持
HD
Home Depot Inc
+$9.0M
59,063
+51%
增持
RTX
Raytheon Technologies Ord
+$8.6M
223,704
+50%
增持
BRK/B
Berkshire Hathaway Cl B
+$8.5M
90,234
+29%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$8.2M
812,083
-2%
增持
MSFT
Microsoft Corp
+$8.2M
132,173
+1%
增持
GOOG
Alphabet Inc. Class C
+$8.1M
7,312
+13%
增持
USB
U S Bancorp Del New
+$7.4M
278,431
+42%
增持
MRK
Merck & Co Inc
+$7.3M
274,193
+69%
增持
IWS
iShares Russell Midcap Value
+$7.2M
213,691
+22%
增持
UNH
Unitedhealth Group Inc
+$6.8M
59,240
+27%
增持
D
Dominion Res Inc Va New
+$6.7M
259,262
+59%
增持
JNJ
Johnson & Johnson
+$6.6M
130,355
+42%
减持
V
Visa Inc
-$6.4M
20,324
-59%
增持
CMCSA
Comcast Corp New Cl A
+$5.6M
344,966
+32%
增持
—
Medtronic Inc
+$5.4M
133,174
+39%
增持
WMT
Wal-Mart Stores Inc
+$5.2M
111,160
+56%
增持
WMB
Williams Companies
+$5.1M
197,428
+5669%
增持
ACH
Owens & Minor Inc Hldg Co
+$4.9M
200,000
+300%
增持
PEP
Pepsico Incorporated
+$4.8M
131,896
+30%
增持
PGR
Progressive Corp Ohio
+$4.4M
152,991
+61%
增持
TFC
Truist Finl Corp Com
+$4.4M
250,553
+17%
减持
ADBE
Adobe Systems Inc
-$4.2M
5,286
-63%
增持
NEM
Newmont Mining Corp
+$4.0M
243,347
+58%
增持
MA
Mastercard Inc
+$3.9M
42,734
+40%
增持
AAPL
Apple Computer Inc
+$3.4M
295,990
+2%
增持
UNP
Union Pacific Corp
+$2.4M
85,044
+24%
减持
—
Accenture Ltd Cl A
-$2.2M
1,064
-89%
减持
NKE
Nike Inc Class B
-$2.2M
1,457
-91%
减持
AMZN
Amazon Com Inc
-$2.1M
3,246
-17%
减持
—
Aon Plc Com Usd0.01 Cl A
-$2.0M
345
-97%
清仓
MKTX
MarketAxess Holdings Inc
-$1.8M
0
-100%
增持
GOOGL
Alphabet Inc. Class A
+$1.7M
1,689
+6%
减持
BKNG
Booking Hldgs Inc
-$1.4M
41
-94%
减持
MKL
Markel Corp
+$1.4M
14,956
-6%
减持
—
Blackrock Inc
-$1.4M
616
-76%
减持
EL
Lauder Estee Co Inc Cl A
-$1.3M
2,690
-66%
减持
XLK
Sector Spdr Tech Select
-$1.3M
40,231
-28%
减持
TMO
Thermo Electron Corp
-$1.2M
1,733
-63%
增持
DIS
Disney Walt Co
+$1.2M
103,905
+15%
减持
LYV
Cce Spinco Inc
-$1.1M
460
-97%
减持
LOW
Lowes Companies Inc
-$1.1M
8,218
-53%
增持
XLU
Select Sector Spdr Trust The Utilities Select Sect
+$1.1M
32,994
+104%
减持
SBUX
Starbucks Corp
-$982.5K
8,807
-52%
建仓
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$927.4K
34,905
建仓
VALQ
American Century U.S. Quality Value ETF
+$870.8K
17,783
建仓
SCHP
Schwab US Tips ETF
+$832.3K
13,300
减持
IJH
iShares Core S&P Mid Cap ETF
+$819.5K
24,866
-0%
减持
ADP
Auto Data Processing
-$805.0K
4,867
-52%
减持
AMAT
Applied Materials Inc
+$727.3K
17,162
-0%
减持
HON
Honeywell International
-$718.2K
4,013
-46%
减持
BAC
Bank Of America Corp
+$674.9K
86,429
-13%
增持
META
Facebook Inc Class A
+$668.6K
9,186
+2%
减持
—
TE Connectivity Ltd
-$655.2K
917
-86%
增持
MCD
Mc Donalds Corp
+$644.6K
11,889
+15%
增持
CSCO
Cisco Systems Inc
+$591.2K
52,604
+4%
增持
IYH
iShares US Healthcare
+$566.2K
4,665
+59%
增持
VB
Vanguard Small Cap
+$558.4K
4,561
+102%
增持
VO
Vanguard Mid-Cap ETF
+$546.5K
5,231
+56%
减持
ZTS
Zoetis Inc
-$543.5K
4,906
-46%
减持
INTC
Intel Corp
-$543.2K
60,563
-20%
减持
—
Exxon Mobil Corporation
+$530.9K
32,436
-3%
减持
KMX
Carmax Inc
+$456.6K
14,439
-2%
增持
NVDA
Nvidia Corp
+$442.4K
3,796
+476%
增持
WM
Waste Management, INC.
+$440.9K
7,170
+34%
建仓
—
HG Holdings Inc
+$435.3K
48,633
减持
SPY
SPDR S&P 500 Index
+$425.0K
18,311
-8%
减持
IUSG
iShares Russell 3000 Growth
-$407.2K
525
-90%
增持
RJF
Raymond James Finl Inc
+$401.7K
14,323
+49%
减持
CCI
Crown Castle Intl Corp
-$383.5K
349
-87%
清仓
RVTY
Perkinelmer Inc
-$380.0K
0
-100%
减持
EFA
iShares MSCI EAFE
-$378.4K
14,646
-30%
增持
TROW
Rowe T Price Group Inc
+$375.2K
8,105
+1%
建仓
GE
General Electric Company
+$349.7K
3,394
减持
EPD
Enterprise Prd Prtnrs Lp
+$327.2K
211,470
-3%
减持
VIG
Vanguard Dividend Appreciation
+$318.3K
97,515
-6%
减持
ORCL
Oracle Corporation
+$315.9K
39,664
-18%
清仓
—
Stanley Furniture New
-$311.0K
0
-100%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$310.1K
13,891
+0%
清仓
—
General Electric Company
-$299.0K
0
-100%
减持
BX
Blackstone Group LP
+$296.6K
6,005
-3%
减持
MO
Altria Group Inc
-$293.8K
93,480
-16%
减持
COF
Capital One Financial Cp
+$286.7K
5,030
-6%
清仓
—
Johnson Controls Inc
-$270.0K
0
-100%
减持
TGT
Target Corporation
-$253.4K
2,223
-49%
建仓
DFAX
DFA TA World ex US Core Equity I
+$248.7K
9,610
增持
AVB
AvalonBay Communities Inc
+$238.5K
2,872
+16%
减持
DHR
Danaher Corp Del
-$223.9K
1,544
-51%
减持
GLW
Corning Inc
-$222.6K
10,644
-37%
增持
ELV
Anthem Inc
+$221.6K
3,521
+4%
减持
TSN
Tyson Foods Inc Cl A
-$219.3K
300
-92%
清仓
C
Citigroup Inc
-$208.0K
0
-100%
增持
ITW
Illinois Tool Works Inc
+$207.1K
6,941
+15%
清仓
—
Cerner Corp
-$204.0K
0
-100%
减持
KBE
SPDR S&P Bank ETF
-$202.3K
36,830
-28%
增持
NSC
Norfolk Southern Corp
+$196.8K
4,062
+25%
减持
VZ
Verizon Communications
-$195.2K
12,715
-15%
增持
ABBV
Abbvie Inc Com Usd0.01
+$195.1K
6,370
+39%
减持
GD
General Dynamics Corp
+$183.6K
4,640
-5%
清仓
—
Bay Banks of Virginia Inc
-$183.0K
0
-100%
清仓
KWR
Quaker Chemical Corp
-$181.0K
0
-100%
增持
CAT
Caterpillar Inc
+$171.4K
2,586
+45%
减持
CVX
Chevron Corporation
+$168.8K
10,496
-1%
增持
COST
Costco Whsl Corp New
+$165.7K
2,167
+1%
减持
GNW
Genworth Financial Inc
-$165.0K
60,000
-42%
建仓
—
Citigroup Inc
+$162.4K
4,000
减持
PM
Philip Morris Intl Inc
+$159.6K
67,028
-10%
清仓
AFL
A F L A C Inc
-$159.0K
0
-100%
清仓
—
Everest Re Group Ltd
-$157.0K
0
-100%
增持
VHT
Vanguard Health Care ETF
+$156.8K
1,423
+63%
增持
VXUS
Vanguard Total International Stock ETF
+$155.8K
3,838
+164%
减持
CME
Chicago Mercantile Exch
-$155.5K
1,342
-41%
减持
BMY
Bristol-Myers Squibb Co
-$153.2K
3,866
-37%
减持
SBAC
S B A Communications Cp
-$150.9K
209
-73%
增持
DIA
Diamonds TRUST Series I
+$148.9K
789
+104%
增持
FSK
FS KKR Capital Corp
+$148.3K
15,396
+34%
增持
GM
General Motors Corp
+$147.4K
3,270
+445%
减持
GVI
iShares Interm Government/Credit Bd
-$145.6K
1,610
-43%
减持
AGG
Ishares Barclays Aggregate Bond
-$144.5K
5,648
-16%
减持
VIGI
Vanguard Intl Div Apprec ETF
-$144.2K
502
-78%
建仓
BRBS
Blue Ridge Bankshares Inc
+$141.5K
8,047
减持
NEU
Newmarket Corporation
-$140.9K
1,057
-16%
减持
SCHW
The Charles Schwab Corp
-$140.5K
103
-96%
增持
QCOM
Qualcomm Inc
+$140.2K
7,329
+39%
减持
AXP
American Express Company
+$135.3K
3,172
-3%
增持
ARCC
Ares Capital Corp
+$134.4K
28,945
+8%
建仓
HUN
Huntsman Corporation
+$133.2K
4,500
清仓
KR
Kroger Company
-$133.0K
0
-100%
减持
AUB
Atlantic Un Bankshares Corp
-$132.0K
19,187
-25%
减持
BBY
Best Buy Inc
-$130.1K
359
-79%
增持
PYPL
Paypal Hldgs Inc
+$128.7K
2,228
+16%
增持
MU
Micron Technology Inc
+$128.2K
5,357
+60%
增持
ABT
Abbott Laboratories
+$125.7K
7,295
+9%
清仓
—
Cantel Medical Corp
-$123.0K
0
-100%
减持
BNY
Bank of New York Mellon Corp.
-$120.0K
7,889
-37%
增持
F
Ford Motor Company New
+$114.9K
8,116
+38548%
增持
XLV
Sector Spdr Health Fund
+$114.3K
5,124
+8%
清仓
SHOP
Shopify Inc
-$113.0K
0
-100%
清仓
WST
West Pharmaceutical Services Inc
-$112.0K
0
-100%
清仓
MIDD
Middleby Corp The
-$112.0K
0
-100%
清仓
PCAR
Paccar Inc
-$111.0K
0
-100%
建仓
KBH
Kb Home
+$109.0K
2,800
减持
—
Unilever Plc Adr New
-$106.4K
4,549
-22%
减持
T
A T & T Inc New
-$104.0K
1
-100%
