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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 53
减持 74
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IWM
Ishares Russell 2000
-$103.3M
5,889
-99%
减持
IVV
IShares S&P 500 Index
-$74.9M
1,352,358
-6%
增持
IEFA
iShares Core MSCI EAFE
+$55.2M
1,666,997
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。
+105%
增持
SPY
SPDR S&P 500 Index
+$48.5M
125,998
+611%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$29.4M
1,060,134
+115%
增持
IWS
iShares Russell Midcap Value
+$17.4M
372,092
+68%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$16.9M
691,448
-15%
增持
EFA
iShares MSCI EAFE
+$9.7M
147,324
+885%
增持
NEM
Newmont Mining Corp
+$8.9M
325,750
+19%
增持
BRK/B
Berkshire Hathaway Cl B
+$7.9M
111,335
+6%
减持
IJH
iShares Core S&P Mid Cap ETF
-$7.0M
166
-99%
减持
AMZN
Amazon Com Inc
-$6.1M
1,481
-55%
增持
META
Meta Platforms Inc
+$5.6M
39,117
+327%
增持
RTX
Raytheon Technologies Ord
+$5.5M
267,032
+10%
增持
IVW
Ishares S&P 500 Growth
+$5.2M
68,241
+341105%
增持
MRK
Merck & Co Inc
+$5.1M
339,313
+14%
增持
EEM
iShares MSCI Emrg Mkt Fd
+$4.7M
106,527
+8063%
增持
HD
Home Depot Inc
-$4.4M
55,169
+9%
增持
JNJ
Johnson & Johnson
+$4.2M
160,976
+13%
增持
—
Medtronic Inc
+$4.1M
175,286
+18%
减持
XLK
Sector Spdr Tech Select
-$4.1M
18,371
-54%
减持
D
Dominion Res Inc Va New
-$3.9M
216,919
-24%
减持
COP
Conocophillips
+$3.9M
183,116
-8%
增持
PGR
Progressive Corp Ohio
+$3.7M
183,705
+9%
增持
UNP
Union Pacific Corp
+$3.3M
96,664
+5%
增持
MSFT
Microsoft Corp
-$2.7M
138,008
+3%
增持
WMB
Williams Companies
+$2.6M
264,106
+10%
增持
MA
Mastercard Inc
+$2.5M
59,742
+14%
增持
UNH
Unitedhealth Group Inc
+$2.4M
66,543
+6%
减持
ORCL
Oracle Corporation
-$2.3M
14,233
-65%
减持
ADBE
Adobe Systems Inc
-$2.3M
1,437
-73%
减持
MKL
Markel Corp
+$2.2M
19,349
-9%
减持
CSCO
Cisco Systems Inc
-$2.2M
22,676
-59%
增持
CMCSA
Comcast Corp New Cl A
+$2.2M
462,375
+20%
减持
LLY
Eli Lilly and Co
-$2.0M
2,089
-78%
增持
WMT
Wal-Mart Stores Inc
+$2.0M
129,991
+8%
减持
AMAT
Applied Materials Inc
-$1.9M
6,163
-64%
增持
EPD
Enterprise Prd Prtnrs Lp
+$1.9M
248,737
+20%
减持
TROW
Rowe T Price Group Inc
-$1.5M
434
-95%
减持
KBE
SPDR S&P Bank ETF
-$1.5M
9,489
-74%
减持
BAC
Bank Of America Corp
-$1.5M
57,048
-34%
减持
VIG
Vanguard Dividend Appreciation
-$1.5M
91,490
-4%
增持
TFC
Truist Finl Corp Com
+$1.4M
309,383
+12%
增持
DIS
Disney Walt Co
-$992.0K
121,959
+7%
增持
PEP
Pepsico Incorporated
+$962.0K
151,683
+8%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$925.0K
21,587
-39%
减持
JPM
Jpmorgan Chase & Co
-$895.0K
40,059
-0%
增持
USB
U S Bancorp Del New
+$892.0K
334,982
+11%
减持
EL
Lauder Estee Co Inc Cl A
-$890.0K
390
-86%
减持
ITW
Illinois Tool Works Inc
-$879.0K
4,502
-39%
减持
CVS
C V S Corp Del
-$844.0K
6,449
-56%
减持
—
Exxon Mobil Corporation
+$719.0K
34,085
-1%
增持
GOOG
Alphabet Inc. Class C
+$694.0K
8,152
+7%
清仓
SPGI
S&p Global Inc
-$674.0K
0
-100%
减持
ADP
Auto Data Processing
-$616.0K
2,566
-47%
建仓
IJS
Ishares S&P Smcap Value
+$581.0K
5,670
增持
AAPL
Apple Computer Inc
-$505.0K
310,962
+1%
减持
KMX
Carmax Inc
-$498.0K
13,751
-2%
减持
MAR
Marriott Intl Inc Cl A
-$425.0K
266
-91%
减持
—
Blackrock Inc
-$419.0K
167
-72%
减持
CVX
Chevron Corporation
+$406.0K
9,029
-0%
减持
UDR
Utd Dominion Rlty Tr Inc
-$397.0K
63,778
-6%
增持
QQQ
PowerShares QQQ ETF
+$384.0K
1,414
+336%
减持
PM
Philip Morris Intl Inc
-$354.0K
64,320
-4%
增持
NFLX
Netflix Inc
-$351.0K
1,621
+2%
增持
XLF
Sector Spdr Fincl Select
+$349.0K
16,346
+131%
清仓
HCA
Hca Inc
-$312.0K
0
-100%
减持
TG
Tredegar Corporation
-$308.0K
240
-99%
减持
ZTS
Zoetis Inc
-$303.0K
4,739
-3%
减持
CME
Chicago Mercantile Exch
-$289.0K
317
-80%
减持
NDAQ
Nasdaq Stock Market Inc
-$277.0K
2,444
-28%
建仓
HEFA
iShares Currency Hedged MSCI EAFE
+$275.0K
8,103
减持
OEF
iShares S&P 100
-$265.0K
18,761
-2%
清仓
—
Xilinx Inc
-$251.0K
0
-100%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$250.0K
3,783
+936%
减持
TXN
Texas Instruments Inc
-$249.0K
1,705
-43%
减持
SBUX
Starbucks Corp
-$248.0K
8,342
-3%
增持
MCD
Mc Donalds Corp
-$246.0K
12,016
+0%
清仓
GNW
Genworth Financial Inc
-$243.0K
0
-100%
建仓
QQQJ
Invesco NASDAQ Next Gen 100 ETF
+$233.0K
8,015
增持
AMD
Advanced Micro Devices
+$215.0K
2,262
+928%
减持
MMM
3m Company
-$209.0K
3,403
-16%
增持
IJT
Ishares S&P Small-Cap
+$207.0K
2,764
+176%
减持
MO
Altria Group Inc
+$205.0K
64,865
-3%
减持
PFF
Ishares U S Pfd Etf
-$198.0K
30,555
-8%
增持
GOOGL
Alphabet Inc. Class A
-$193.0K
1,748
+0%
减持
GLW
Corning Inc
-$190.0K
5,584
-48%
减持
APD
Air Prod & Chemicals Inc
-$188.0K
2,717
-5%
增持
ABBV
Abbvie Inc Com Usd0.01
+$188.0K
6,975
+0%
减持
ABT
Abbott Laboratories
-$187.0K
7,806
-1%
减持
PYPL
Paypal Hldgs Inc
-$185.0K
2,192
-6%
增持
TSLA
Tesla, Inc
+$183.0K
331
+101%
减持
MDLZ
Mondelez Intl Inc Cl A
-$175.0K
35,115
-2%
减持
MSI
Motorola Solutions Inc Com New
-$175.0K
421
-59%
增持
—
Brookfield Asset Mgmt
+$173.0K
493,614
+7%
建仓
GSLC
Goldman Sachs ActiveBeta US LgCp Eq ETF
+$173.0K
1,946
减持
VB
Vanguard Small Cap
-$168.0K
4,061
-11%
清仓
—
AudioCodes Ltd
-$162.0K
0
-100%
清仓
TYL
Tyler Technologies Inc
-$156.0K
0
-100%
减持
IBM
Intl Business Machines
-$139.0K
4,252
-18%
减持
CRM
Salesforce Com
-$132.0K
1,492
-16%
减持
INTC
Intel Corp
-$127.0K
60,080
-0%
清仓
KBH
Kb Home
-$125.0K
0
-100%
增持
V
Visa Inc
+$119.0K
21,257
+0%
减持
RIVN
Rivian Automotive Inc Class A
-$111.0K
150
-87%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$102.0K
3,206
+692%
减持
MCHP
Microchip Technology Inc
-$99.0K
7,516
-1%
增持
PG
Procter & Gamble
-$97.0K
11,038
+1%
减持
WM
Waste Management, INC.
-$96.0K
7,829
-2%
清仓
SON
Sonoco Products Co
-$94.0K
0
-100%
减持
—
TE Connectivity Ltd
-$91.0K
432
-53%
减持
RPM
Rpm International Inc
-$86.0K
679
-51%
建仓
VTWO
Vanguard Russell 2000 ETF
+$86.0K
1,036
增持
VALQ
American Century U.S. Quality Value ETF
+$86.0K
24,108
+9%
减持
TY
Tri Continental Corp
-$85.0K
21,681
-5%
减持
BMY
Bristol-Myers Squibb Co
-$83.0K
2,166
-44%
减持
BIIB
Biogen Idec Inc
-$81.0K
2,032
-4%
减持
BR
Broadridge Finl Solution
-$76.0K
2,326
-3%
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$76.0K
2,438
+676%
清仓
—
Check Pt Software Tech
-$76.0K
0
-100%
清仓
—
Royal Dutch Shell A Adrf
-$76.0K
0
-100%
减持
ECL
Ecolab Inc
-$75.0K
1,021
-6%
清仓
BBJP
JPMorgan BetaBuilders Japan ETF
-$75.0K
0
-100%
减持
AVB
AvalonBay Communities Inc
-$75.0K
2,874
-8%
清仓
GIS
General Mills Inc
-$73.0K
0
-100%
清仓
YUM
Yum Brands Inc
-$71.0K
0
-100%
增持
IWR
Ishares Russell Midcap
-$71.0K
15,034
+0%
减持
HON
Honeywell International
-$65.0K
3,824
-1%
减持
CL
Colgate-Palmolive Co
-$64.0K
824
-44%
清仓
CLX
Clorox Company
-$63.0K
0
-100%
建仓
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
+$60.0K
1,983
减持
SYY
Sysco Corporation
-$59.0K
9,071
-11%
建仓
DJP
IPATH DOW JONES-UBS COMMODITY INDEX TOTAL RETURN E
+$56.0K
1,528
减持
AVY
Avery Dennison Corp
-$56.0K
1,008
-6%
增持
UVV
Universal Corp Va
+$56.0K
17,087
+0%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$55.0K
14,684
+6%
增持
VOT
Vanguard Mid-Cap Growth ETF
+$55.0K
396
+207%
减持
DFAX
DFA TA World ex US Core Equity I
-$55.0K
7,860
-18%
减持
CI
Cigna Corp
-$54.0K
1,117
-20%
建仓
SOXX
iShares PHLX Semiconductor ETF
+$51.0K
108
清仓
VFC
V F Corporation
-$51.0K
0
-100%
减持
AMGN
Amgen Incorporated
-$50.0K
3,883
-12%
减持
KMB
Kimberly-Clark Corp
-$50.0K
2,319
-1%
减持
DPZ
Dominos Pizza Inc
-$48.0K
95
-39%
减持
KO
Coca Cola Company
+$47.0K
21,666
-1%
增持
SCHX
Schwab US Large-Cap ETF
-$44.0K
14,241
+100%
增持
IYH
iShares US Healthcare
-$44.0K
4,828
+1%
减持
CMG
Chipotle Mexican Grill
-$42.0K
40
-33%
减持
CMPS
Compass Pathways PLC
-$42.0K
2,070
-34%
增持
SCHG
Schwab US Large-Cap Growth ETF
-$41.0K
5,849
+100%
