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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 11
增持 78
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$400.7M
8,578,038
减持
IVV
IShares S&P 500 Index
+$313.9M
1,548,774
-1%
增持
IEFA
iShares Core MSCI EAFE
+$117.9M
3,273,472
+3%
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。
增持
MRK
Merck & Co Inc
+$62.8M
916,144
+2%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$54.7M
1,228,084
-1%
增持
SPY
SPDR S&P 500 Index
+$50.3M
246,232
+0%
减持
IWS
iShares Russell Midcap Value
+$50.0M
913,776
-5%
增持
UNH
Unitedhealth Group Inc
+$49.1M
172,688
+3%
增持
RTX
Raytheon Technologies Ord
+$48.4M
786,484
+4%
建仓
BN
Brookfield Corporation
+$47.4M
1,506,154
增持
MSFT
Microsoft Corp
+$45.9M
357,974
+5%
增持
BRK/B
Berkshire Hathaway Cl B
+$44.5M
246,336
+4%
增持
JNJ
Johnson & Johnson
+$44.1M
453,118
+3%
增持
PEP
Pepsico Incorporated
+$42.0M
410,862
+4%
增持
MA
Mastercard Inc
+$38.1M
178,890
+6%
增持
AAPL
Apple Computer Inc
+$37.1M
595,682
+2%
增持
CMCSA
Comcast Corp New Cl A
+$37.1M
1,724,262
+9%
增持
NEM
Newmont Mining Corp
+$35.6M
1,333,716
+3%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
+$34.4M
1,649,766
-17%
增持
COP
Conocophillips
+$33.2M
489,536
+2%
增持
PGR
Progressive Corp Ohio
+$31.2M
423,748
+4%
增持
HD
Home Depot Inc
+$29.3M
160,226
+4%
清仓
—
Brookfield Asset Mgmt
-$28.7M
0
-100%
减持
MKL
Markel Corp
+$28.2M
37,256
-3%
增持
USB
U S Bancorp Del New
+$28.1M
1,146,672
+6%
增持
UNP
Union Pacific Corp
+$28.0M
248,120
+3%
增持
WMT
Wal-Mart Stores Inc
+$27.7M
351,392
+3%
增持
GOOG
Alphabet Inc. Class C
+$27.0M
615,426
+7%
增持
—
Medtronic Inc
+$23.4M
600,456
+4%
增持
ACWX
iShares MSCI ACWI ex US ETF
+$19.4M
430,700
+4731%
增持
DIS
Disney Walt Co
+$15.9M
388,682
+2%
增持
WMB
Williams Companies
+$14.7M
776,670
+3%
增持
D
Dominion Res Inc Va New
+$14.2M
520,030
+1%
增持
EFA
iShares MSCI EAFE
+$13.0M
345,876
+0%
建仓
BAM
Brookfield Asset Management
+$10.4M
363,770
减持
VIG
Vanguard Dividend Appreciation
+$9.8M
120,756
-5%
增持
EPD
Enterprise Prd Prtnrs Lp
+$7.9M
613,242
+6%
减持
PM
Philip Morris Intl Inc
+$7.6M
127,960
-0%
增持
V
Visa Inc
+$5.1M
42,758
+1%
减持
—
Exxon Mobil Corporation
+$4.7M
71,278
-1%
增持
BRBS
Blue Ridge Bankshares Inc
+$3.6M
299,460
+1761%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$3.6M
38,352
+35%
增持
GOOGL
Alphabet Inc. Class A
+$3.3M
80,630
+1%
减持
MCD
Mc Donalds Corp
+$3.2M
23,030
-7%
减持
IVW
Ishares S&P 500 Growth
+$3.1M
125,636
-14%
增持
ELV
Anthem Inc
+$2.9M
10,146
+2%
减持
JPM
Jpmorgan Chase & Co
+$2.8M
35,296
-3%
增持
MDLZ
Mondelez Intl Inc Cl A
+$2.7M
69,668
+0%
增持
CSX
C S X Corp
+$2.5M
138,576
+1%
增持
MRSH
Marsh & Mc Lennan Co Inc
+$2.5M
26,502
+3%
减持
UDR
Utd Dominion Rlty Tr Inc
+$2.3M
126,656
-0%
减持
PG
Procter & Gamble
+$2.2M
25,052
-2%
减持
TFC
Truist Finl Corp Com
+$1.9M
93,682
-2%
增持
ABBV
Abbvie Inc Com Usd0.01
+$1.9M
19,678
+4%
减持
BAC
Bank Of America Corp
+$1.8M
106,080
-4%
减持
CVX
Chevron Corporation
+$1.8M
18,496
-11%
减持
ORCL
Oracle Corporation
+$1.8M
35,172
-0%
增持
XLU
Select Sector Spdr Trust The Utilities Select Sect
+$1.8M
44,852
+5%
减持
AMZN
Amazon Com Inc
+$1.6M
67,972
-7%
减持
RJF
Raymond James Finl Inc
+$1.6M
27,720
-2%
增持
ABT
Abbott Laboratories
+$1.6M
24,794
+4%
减持
KO
Coca Cola Company
+$1.5M
45,168
-5%
减持
TMO
Thermo Electron Corp
+$1.5M
5,208
-3%
增持
GD
General Dynamics Corp
+$1.5M
9,946
+4%
减持
VALQ
American Century U.S. Quality Value ETF
+$1.4M
54,060
-0%
增持
KMX
Carmax Inc
+$1.3M
36,382
+38%
减持
CSCO
Cisco Systems Inc
+$1.3M
49,274
-3%
减持
ITW
Illinois Tool Works Inc
+$1.3M
10,278
-6%
增持
VO
Vanguard Mid-Cap ETF
+$1.2M
10,858
+4%
增持
AMGN
Amgen Incorporated
+$1.2M
8,002
+1%
增持
APD
Air Prod & Chemicals Inc
+$1.2M
5,944
+5%
增持
IWR
Ishares Russell Midcap
+$1.1M
30,940
+1%
增持
ADP
Auto Data Processing
+$1.1M
8,820
+2%
增持
HON
Honeywell International
+$1.1M
8,076
+6%
增持
UVV
Universal Corp Va
+$1.1M
36,734
+0%
增持
IWM
Ishares Russell 2000
+$1.1M
11,346
+4%
增持
SBUX
Starbucks Corp
+$1.0M
17,304
+8%
减持
COST
Costco Whsl Corp New
+$1.0M
5,588
-13%
增持
UPS
United Parcel Service B
+$1.0M
10,402
+6%
减持
ZTS
Zoetis Inc
+$981.3K
14,260
-5%
清仓
PFF
Ishares U S Pfd Etf
-$965.6K
0
-100%
减持
WM
Waste Management, INC.
+$938.4K
13,994
-11%
增持
VB
Vanguard Small Cap
+$816.1K
8,232
+1%
减持
—
Trane Technologies PLC
+$798.4K
8,420
-1%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$782.1K
20,748
+0%
减持
GE
General Electric Company
+$713.7K
14,296
-9%
增持
INTU
Intuit Inc
+$708.7K
3,286
+12%
减持
UBSI
United Bankshares Inc
+$707.7K
33,266
-7%
减持
ISRG
Intuitive Surgical New
+$679.8K
4,722
-23%
减持
INTC
Intel Corp
+$679.3K
50,856
-1%
增持
XLF
Sector Spdr Fincl Select
+$677.9K
35,108
+2%
减持
IBM
Intl Business Machines
+$677.0K
8,344
-0%
增持
CVS
C V S Corp Del
+$669.1K
13,786
+7%
增持
DHR
Danaher Corp Del
+$637.5K
3,906
+26%
减持
ADBE
Adobe Systems Inc
+$636.5K
3,314
-5%
减持
SCHX
Schwab US Large-Cap ETF
+$622.5K
26,302
-1%
增持
MCHP
Microchip Technology Inc
+$618.3K
15,290
+2%
减持
QCOM
Qualcomm Inc
+$601.1K
13,190
-12%
减持
LLY
Eli Lilly and Co
+$598.9K
3,264
-11%
增持
VNQ
Vanguard Reit
+$590.3K
13,684
+2%
增持
—
Blackrock Inc
+$588.1K
1,208
+24%
减持
AMAT
Applied Materials Inc
+$557.1K
10,326
-6%
减持
CI
Cigna Corp
+$542.1K
2,824
-0%
增持
GS
Goldman Sachs Group Inc
+$514.0K
2,422
+12%
减持
MS
Morgan Stanley
+$513.3K
11,882
-5%
减持
EL
Lauder Estee Co Inc Cl A
+$493.4K
3,764
-8%
增持
COF
Capital One Financial Cp
+$492.0K
9,818
+8%
建仓
—
Pinnacle Financial Partners Inc
+$461.1K
6,282
减持
ARCC
Ares Capital Corp
+$444.8K
44,508
-0%
建仓
FRST
Primis Financial Corp
+$443.0K
37,380
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$434.5K
26,734
+0%
减持
NFLX
Netflix Inc
+$429.6K
2,626
-10%
减持
AGG
Ishares Barclays Aggregate Bond
+$412.8K
8,480
-0%
减持
NVDA
Nvidia Corp
+$407.1K
5,992
-22%
增持
BX
Blackstone Group LP
+$396.3K
12,010
+2%
增持
NEE
Nextera Energy Inc Com
+$359.6K
7,400
+12%
减持
DXCM
Dexcom Inc
+$355.8K
5,232
-11%
增持
TRV
Travelers Companies Inc
+$351.6K
3,132
+2%
增持
—
Accenture Ltd Cl A
+$335.6K
2,054
+24%
减持
VZ
Verizon Communications
+$333.3K
18,828
-12%
减持
—
Aon Plc Com Usd0.01 Cl A
+$328.6K
2,106
-7%
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$326.5K
20,964
+0%
减持
BA
Boeing Co
+$312.7K
2,422
-1%
减持
FSK
FS KKR Capital Corp
+$307.4K
34,160
-0%
减持
EW
Edwards Lifesciences Cp
+$301.6K
9,270
-2%
清仓
C
Citigroup Inc
-$298.5K
0
-100%
减持
AVB
AvalonBay Communities Inc
+$294.4K
5,006
-10%
增持
CBRE
CBRE Group Inc
+$289.5K
5,654
+31%
增持
MU
Micron Technology Inc
+$286.8K
11,114
+4%
减持
MAR
Marriott Intl Inc Cl A
+$275.4K
3,782
-8%
清仓
ICSH
iShares Ultra Short-Term Bond ETF
-$275.3K
0
-100%
减持
IYH
iShares US Healthcare
+$268.3K
5,256
-46%
建仓
SPYG
SPDR S&P 500 Growth
+$263.0K
5,190
建仓
HCA
Hca Inc
+$256.5K
1,068
增持
BMY
Bristol-Myers Squibb Co
+$256.0K
5,670
+33%
建仓
—
Citigroup Inc
+$254.0K
8,100
建仓
SPGI
S&p Global Inc
+$251.4K
750
增持
CSGP
Costar Group Inc
+$242.2K
3,202
+2007%
增持
AVY
Avery Dennison Corp
+$230.1K
2,178
+8%
建仓
SCHW
The Charles Schwab Corp
+$221.3K
2,658
增持
—
Chubb Corporation
+$219.4K
1,310
+71%
增持
LHX
L3Harris Technologies Ord
+$212.7K
1,722
+23%
增持
F
Ford Motor Company New
+$206.4K
34,090
+1%
建仓
HEI/A
Heico Corp
+$192.2K
1,604
增持
APH
Amphenol Corp Cl A
+$192.1K
4,232
+9%
减持
META
Meta Platforms Inc
+$183.1K
4,036
-9%
减持
QQQJ
Invesco NASDAQ Next Gen 100 ETF
-$172.9K
200
-99%
减持
WFC
Wells Fargo & Co New
+$166.6K
8,416
-6%
增持
PRU
Prudential Financial Inc
+$164.6K
2,910
+0%
增持
IDXX
Idexx Labs Inc
+$164.0K
466
+191%
