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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 18
增持 86
减持 41
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IVV
IShares S&P 500 Index
-$311.0M
798,085
-41%
减持
IEFA
iShares Core MSCI EAFE
-$24.5M
1,553,279
-7%
减持
TFC
Truist Finl Corp Com
-$15.3M
47,962
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。
-84%
减持
SPY
SPDR S&P 500 Index
-$12.6M
117,548
-7%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$12.0M
956,035
-10%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$11.9M
690,880
-0%
增持
MRK
Merck & Co Inc
+$10.6M
421,627
+24%
减持
BRK/B
Berkshire Hathaway Cl B
-$9.3M
109,787
-1%
增持
AAPL
Apple Computer Inc
-$9.2M
329,712
+6%
减持
META
Meta Platforms Inc
-$8.1M
3,600
-91%
增持
UNH
Unitedhealth Group Inc
+$8.0M
81,657
+23%
增持
JNJ
Johnson & Johnson
+$7.4M
202,206
+26%
增持
RTX
Raytheon Technologies Ord
+$6.8M
345,686
+29%
增持
CMCSA
Comcast Corp New Cl A
+$6.6M
719,951
+56%
增持
PEP
Pepsico Incorporated
+$6.4M
190,511
+26%
减持
VIG
Vanguard Dividend Appreciation
-$5.3M
66,545
-27%
增持
USB
U S Bancorp Del New
+$4.2M
478,952
+43%
增持
—
Medtronic Inc
+$4.1M
262,763
+50%
减持
MKL
Markel Corp
-$3.6M
19,271
-0%
增持
HD
Home Depot Inc
+$3.4M
72,518
+31%
减持
JPM
Jpmorgan Chase & Co
-$3.4M
18,527
-54%
增持
MA
Mastercard Inc
+$3.2M
77,911
+30%
增持
IWS
iShares Russell Midcap Value
+$2.7M
465,294
+25%
增持
WMB
Williams Companies
+$2.6M
364,585
+38%
增持
MSFT
Microsoft Corp
-$2.5M
155,847
+13%
增持
GOOG
Alphabet Inc. Class C
+$2.3M
11,470
+41%
减持
INTC
Intel Corp
-$2.0M
25,863
-57%
增持
COP
Conocophillips
+$1.8M
224,403
+23%
增持
PGR
Progressive Corp Ohio
+$1.8M
195,257
+6%
增持
—
Brookfield Asset Mgmt
+$1.4M
658,278
+33%
增持
AMZN
Amazon Com Inc
-$1.3M
32,900
+2121%
增持
D
Dominion Res Inc Va New
+$1.3M
247,656
+14%
增持
IVW
Ishares S&P 500 Growth
-$805.0K
73,018
+7%
减持
OEF
iShares S&P 100
-$740.0K
18,390
-2%
减持
UDR
Utd Dominion Rlty Tr Inc
-$724.0K
63,748
-0%
减持
ACH
Owens & Minor Inc Hldg Co
-$691.0K
48,000
-4%
减持
BAC
Bank Of America Corp
-$598.0K
56,355
-1%
增持
EFA
iShares MSCI EAFE
-$587.0K
164,128
+11%
减持
V
Visa Inc
-$538.0K
21,211
-0%
增持
GOOGL
Alphabet Inc. Class A
-$514.0K
1,995
+14%
增持
UNP
Union Pacific Corp
+$513.0K
126,234
+31%
增持
CSX
C S X Corp
-$511.0K
68,838
+3%
增持
NEM
Newmont Mining Corp
-$491.0K
425,511
+31%
增持
XLK
Sector Spdr Tech Select
-$455.0K
19,392
+6%
增持
NVDA
Nvidia Corp
-$390.0K
4,370
+13%
减持
RSP
Invesco S&P 500 Equal Weight ETF
-$384.0K
14,392
-2%
增持
GS
Goldman Sachs Group Inc
+$349.0K
1,564
+347%
增持
ABT
Abbott Laboratories
+$339.0K
11,621
+49%
增持
—
Exxon Mobil Corporation
+$337.0K
36,800
+8%
增持
ADP
Auto Data Processing
+$331.0K
4,356
+70%
增持
—
Citigroup Inc
+$307.0K
10,988
+171%
增持
MS
Morgan Stanley
+$299.0K
8,089
+124%
减持
RJF
Raymond James Finl Inc
-$291.0K
14,103
-0%
减持
AMAT
Applied Materials Inc
-$280.0K
5,845
-5%
增持
CSCO
Cisco Systems Inc
-$277.0K
23,154
+2%
减持
IWM
Ishares Russell 2000
-$273.0K
5,526
-6%
减持
ARCC
Ares Capital Corp
-$251.0K
22,028
-29%
增持
EEM
iShares MSCI Emrg Mkt Fd
-$223.0K
114,396
+7%
减持
IWB
Ishares Tr Russell
-$216.0K
4,400
-3%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$215.0K
7,873
+108%
增持
THG
Hanover Insurance Group
+$215.0K
1,930
+329%
增持
NSC
Norfolk Southern Corp
-$214.0K
3,980
+1%
减持
PM
Philip Morris Intl Inc
+$212.0K
63,340
-2%
增持
MAR
Marriott Intl Inc Cl A
+$210.0K
1,891
+611%
减持
VNQ
Vanguard Reit
-$208.0K
6,709
-11%
增持
VTI
Vanguard Total Stock Mkt
-$208.0K
7,595
+5%
增持
DOV
Dover Corporation
+$200.0K
1,980
+667%
增持
NEU
Newmarket Corporation
+$199.0K
1,801
+70%
增持
GE
General Electric Company
+$197.0K
7,698
+141%
增持
WFC
Wells Fargo & Co New
+$195.0K
6,593
+405%
建仓
DGX
Quest Diagnostic Inc
+$191.0K
1,440
增持
PG
Procter & Gamble
+$191.0K
13,057
+18%
减持
AGG
Ishares Barclays Aggregate Bond
-$188.0K
4,221
-27%
增持
IWR
Ishares Russell Midcap
-$187.0K
15,254
+1%
建仓
ATR
Aptargroup Inc
+$183.0K
1,770
增持
COST
Costco Whsl Corp New
-$183.0K
2,282
+3%
增持
WMT
Wal-Mart Stores Inc
-$182.0K
157,722
+21%
增持
EPD
Enterprise Prd Prtnrs Lp
-$174.0K
256,284
+3%
清仓
GSLC
Goldman Sachs ActiveBeta US LgCp Eq ETF
-$173.0K
0
-100%
增持
BDX
Becton Dickinson & Co
+$172.0K
807
+691%
增持
—
Aon Plc Com Usd0.01 Cl A
+$172.0K
1,053
+205%
增持
—
Blackrock Inc
+$169.0K
487
+192%
减持
GVI
iShares Interm Government/Credit Bd
-$166.0K
85
-95%
减持
AVB
AvalonBay Communities Inc
-$165.0K
2,826
-2%
增持
QCOM
Qualcomm Inc
-$161.0K
7,507
+2%
增持
NOW
ServiceNow Inc
+$159.0K
357
+1779%
增持
KO
Coca Cola Company
+$148.0K
23,701
+9%
建仓
ADM
Archer-Daniels-Midlnd Co
+$147.0K
1,895
减持
TSLA
Tesla, Inc
-$145.0K
315
-5%
增持
DIS
Disney Walt Co
-$143.0K
175,685
+44%
减持
SCHX
Schwab US Large-Cap ETF
-$142.0K
13,984
-2%
增持
ABBV
Abbvie Inc Com Usd0.01
+$140.0K
8,299
+19%
增持
ELV
Anthem Inc
+$139.0K
3,872
+10%
减持
KMX
Carmax Inc
-$133.0K
13,191
-4%
建仓
TTC
Toro Company
+$127.0K
1,670
建仓
CTAS
Cintas Corp
+$126.0K
336
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$117.0K
7,270
+127%
减持
PYPL
Paypal Hldgs Inc
-$116.0K
1,976
-10%
增持
SBUX
Starbucks Corp
-$114.0K
8,444
+1%
清仓
DON
WisdomTree US MidCap Dividend ETF
-$114.0K
0
-100%
增持
UVV
Universal Corp Va
+$113.0K
18,258
+7%
减持
DFAX
DFA TA World ex US Core Equity I
-$111.0K
3,960
-50%
增持
EW
Edwards Lifesciences Cp
+$106.0K
2,017
+176%
减持
BA
Boeing Co
-$105.0K
1,227
-14%
减持
VZ
Verizon Communications
-$105.0K
11,271
-15%
增持
CI
Cigna Corp
+$105.0K
1,417
+27%
增持
INTU
Intuit Inc
+$104.0K
604
+125%
建仓
NVO
Novo-Nordisk A-S Adr
+$103.0K
925
清仓
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
-$103.0K
0
-100%
建仓
VEEV
Veeva Systems Inc
+$103.0K
520
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$99.0K
21,501
-0%
增持
TMO
Thermo Electron Corp
+$98.0K
2,066
+19%
建仓
VUSB
Vanguard Ultra-Short Bond ETF
+$98.0K
2,000
增持
SBAC
S B A Communications Cp
+$97.0K
529
+153%
增持
LHX
L3Harris Technologies Ord
+$96.0K
1,116
+59%
建仓
IEX
Idex Corp
+$96.0K
530
增持
IYH
iShares US Healthcare
-$95.0K
4,829
+0%
增持
UPS
United Parcel Service B
+$93.0K
4,904
+31%
增持
EL
Lauder Estee Co Inc Cl A
+$90.0K
770
+97%
建仓
SPGI
S&p Global Inc
+$89.0K
265
增持
ROP
Roper Industries Inc
+$87.0K
268
+570%
增持
SYY
Sysco Corporation
+$87.0K
9,771
+8%
建仓
CHRW
C H Robinson Worldwd New
+$87.0K
860
增持
EMR
Emerson Electric Co
+$86.0K
8,343
+41%
清仓
VTWO
Vanguard Russell 2000 ETF
-$86.0K
0
-100%
建仓
MTCH
MATCH GROUP ORD
+$84.0K
1,209
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$83.0K
5,599
+130%
增持
LOW
Lowes Companies Inc
-$83.0K
10,971
+11%
增持
PH
Parker-Hannifin Corp
+$81.0K
396
+607%
建仓
SPYV
SPDR Portfolio S&P 500 Value ETF
+$81.0K
2,200
增持
TGT
Target Corporation
-$80.0K
2,773
+25%
建仓
JBHT
J B Hunt Transport Svcs
+$79.0K
500
增持
VALQ
American Century U.S. Quality Value ETF
-$77.0K
25,631
+6%
增持
—
NXP Semiconductors NV
+$76.0K
671
+437%
增持
SHW
Sherwin Williams Co
+$72.0K
511
+204%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$71.0K
324
-81%
减持
FSK
FS KKR Capital Corp
-$69.0K
16,817
-3%
减持
MSI
Motorola Solutions Inc Com New
-$68.0K
161
-62%
减持
—
Linde plc
-$67.0K
100
-67%
增持
PFF
Ishares U S Pfd Etf
-$65.0K
31,885
+4%
增持
ORCL
Oracle Corporation
+$65.0K
17,783
+25%
建仓
DXCM
Dexcom Inc
+$64.0K
864
建仓
BF/B
Brown-Forman Corp
+$60.0K
861
减持
WM
Waste Management, INC.
-$60.0K
7,721
-1%
增持
LULU
Lululemon Athletica Inc
+$60.0K
443
+165%
清仓
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
-$60.0K
0
-100%
增持
CCI
Crown Castle Intl Corp
+$59.0K
732
+110%
增持
IYR
iShares US Real Estate ETF
+$59.0K
1,019
+219%
建仓
CHWY
Chewy Inccl A
+$58.0K
1,684
建仓
AMP
Ameriprise Financial Inc
+$57.0K
240
