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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
减持 149
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
IVV
IShares S&P 500 Index
-$296.3M
726,709
-53%
减持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
-$193.1M
4,340,167
-49%
减持
IEFA
iShares Core MSCI EAFE
-$90.9M
1,657,890
-49%
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。
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$52.3M
572,131
-53%
减持
MRK
Merck & Co Inc
-$50.9M
477,021
-48%
减持
UNH
Unitedhealth Group Inc
-$48.2M
91,663
-47%
减持
IWS
iShares Russell Midcap Value
-$47.0M
463,438
-49%
减持
SPY
SPDR S&P 500 Index
-$43.9M
122,716
-50%
减持
JNJ
Johnson & Johnson
-$42.9M
239,620
-47%
减持
RTX
Raytheon Technologies Ord
-$38.8M
413,798
-47%
减持
BRK/B
Berkshire Hathaway Cl B
-$36.5M
128,196
-48%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$35.2M
857,178
-48%
减持
PEP
Pepsico Incorporated
-$34.8M
216,201
-47%
减持
MSFT
Microsoft Corp
-$32.9M
183,560
-49%
减持
COP
Conocophillips
-$31.8M
261,327
-47%
减持
D
Dominion Res Inc Va New
-$30.7M
21,731
-96%
减持
USB
U S Bancorp Del New
-$28.2M
605,781
-47%
减持
AAPL
Apple Computer Inc
-$27.8M
300,771
-50%
减持
NEM
Newmont Mining Corp
-$27.8M
717,503
-46%
减持
MKL
Markel Corp
-$27.2M
17,156
-54%
减持
HD
Home Depot Inc
-$25.7M
84,517
-47%
减持
CMCSA
Comcast Corp New Cl A
-$25.5M
917,105
-47%
减持
UNP
Union Pacific Corp
-$25.2M
130,068
-48%
减持
MA
Mastercard Inc
-$24.4M
104,099
-42%
减持
PGR
Progressive Corp Ohio
-$23.4M
220,918
-48%
减持
WMT
Wal-Mart Stores Inc
-$22.4M
186,234
-47%
减持
GOOG
Alphabet Inc. Class C
-$20.8M
324,937
-47%
减持
BN
Brookfield Corporation
-$19.6M
853,584
-43%
减持
WMB
Williams Companies
-$13.7M
397,759
-49%
减持
DIS
Disney Walt Co
-$12.8M
209,279
-46%
减持
—
Medtronic Inc
-$10.4M
449,946
-25%
减持
EFA
iShares MSCI EAFE
-$10.3M
173,438
-50%
减持
BAM
Brookfield Asset Management
-$9.8M
19,188
-95%
减持
VIG
Vanguard Dividend Appreciation
-$9.4M
57,953
-52%
减持
ACWX
iShares MSCI ACWI ex US ETF
-$9.1M
215,350
-50%
减持
PM
Philip Morris Intl Inc
-$6.9M
62,635
-51%
减持
EPD
Enterprise Prd Prtnrs Lp
-$5.7M
350,397
-43%
减持
EEM
iShares MSCI Emrg Mkt Fd
-$4.4M
121,558
-50%
减持
V
Visa Inc
-$4.0M
21,755
-49%
减持
—
Exxon Mobil Corporation
-$4.0M
35,639
-50%
减持
IVW
Ishares S&P 500 Growth
-$3.5M
60,615
-52%
减持
RSP
Invesco S&P 500 Equal Weight ETF
-$3.5M
13,456
-65%
减持
MO
Altria Group Inc
-$3.2M
64,380
-51%
减持
GOOGL
Alphabet Inc. Class A
-$2.8M
41,155
-49%
减持
ELV
Anthem Inc
-$2.8M
5,142
-49%
减持
OEF
iShares S&P 100
-$2.8M
17,183
-51%
减持
MCD
Mc Donalds Corp
-$2.7M
12,204
-47%
减持
TFC
Truist Finl Corp Com
-$2.5M
45,105
-52%
减持
BAC
Bank Of America Corp
-$2.5M
36,019
-66%
减持
JPM
Jpmorgan Chase & Co
-$2.5M
17,441
-51%
减持
MDLZ
Mondelez Intl Inc Cl A
-$2.4M
32,567
-53%
减持
UDR
Utd Dominion Rlty Tr Inc
-$2.3M
63,328
-50%
减持
AMZN
Amazon Com Inc
-$2.3M
33,277
-51%
减持
BRBS
Blue Ridge Bankshares Inc
-$2.2M
149,731
-50%
减持
CSX
C S X Corp
-$2.2M
69,513
-50%
减持
MRSH
Marsh & Mc Lennan Co Inc
-$2.2M
13,110
-51%
减持
LOW
Lowes Companies Inc
-$2.1M
11,221
-49%
减持
PG
Procter & Gamble
-$1.9M
12,821
-49%
减持
—
1/100 Berkshire Htwy Cla
-$1.9M
400
-50%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$1.8M
19,758
-56%
减持
CVX
Chevron Corporation
-$1.8M
9,406
-49%
减持
XLK
Sector Spdr Tech Select
-$1.8M
19,816
-48%
减持
RJF
Raymond James Finl Inc
-$1.7M
13,860
-50%
减持
KO
Coca Cola Company
-$1.7M
19,618
-57%
减持
ABBV
Abbvie Inc Com Usd0.01
-$1.6M
10,004
-49%
减持
ABT
Abbott Laboratories
-$1.5M
12,256
-51%
减持
TMO
Thermo Electron Corp
-$1.4M
2,604
-50%
减持
VTI
Vanguard Total Stock Mkt
-$1.4M
7,595
-50%
减持
GD
General Dynamics Corp
-$1.3M
4,908
-51%
减持
ORCL
Oracle Corporation
-$1.2M
17,586
-50%
减持
ACH
Owens & Minor Inc Hldg Co
-$1.2M
48,000
-50%
减持
AMGN
Amgen Incorporated
-$1.1M
4,016
-50%
减持
NSC
Norfolk Southern Corp
-$1.1M
3,995
-50%
减持
ADP
Auto Data Processing
-$1.1M
4,480
-49%
减持
COST
Costco Whsl Corp New
-$1.1M
2,911
-48%
减持
IWP
Ishares Russell Midcap Growth
-$1.1M
6,495
-68%
减持
KMX
Carmax Inc
-$1.1M
17,820
-51%
减持
VALQ
American Century U.S. Quality Value ETF
-$1.1M
31,317
-42%
减持
CSCO
Cisco Systems Inc
-$1.1M
24,538
-50%
减持
VO
Vanguard Mid-Cap ETF
-$1.0M
5,587
-49%
减持
ITW
Illinois Tool Works Inc
-$1.0M
5,139
-50%
减持
WM
Waste Management, INC.
-$1.0M
7,265
-48%
减持
APD
Air Prod & Chemicals Inc
-$999.3K
2,900
-51%
减持
HON
Honeywell International
-$984.3K
3,905
-52%
减持
IWR
Ishares Russell Midcap
-$984.3K
15,770
-49%
减持
UVV
Universal Corp Va
-$965.5K
18,425
-50%
减持
EMR
Emerson Electric Co
-$950.8K
7,227
-56%
减持
IWM
Ishares Russell 2000
-$942.1K
5,809
-49%
减持
IYH
iShares US Healthcare
-$928.7K
2,060
-61%
减持
INTC
Intel Corp
-$918.7K
13,020
-74%
减持
ZTS
Zoetis Inc
-$917.1K
7,046
-51%
减持
CVS
C V S Corp Del
-$911.2K
5,026
-64%
减持
DEO
Diageo Plc New Adr
-$898.4K
4,835
-51%
减持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
-$886.8K
7,995
-50%
减持
IWB
Ishares Tr Russell
-$861.6K
4,400
-50%
减持
PFE
Pfizer Incorporated
-$816.1K
14,809
-47%
减持
UPS
United Parcel Service B
-$800.4K
5,196
-50%
减持
SBUX
Starbucks Corp
-$774.4K
9,047
-48%
减持
UBSI
United Bankshares Inc
-$761.5K
16,633
-50%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
-$747.9K
32,405
-50%
减持
VB
Vanguard Small Cap
-$736.4K
4,086
-50%
减持
SYY
Sysco Corporation
-$733.8K
9,697
-50%
减持
XLV
Sector Spdr Health Fund
-$726.6K
5,141
-50%
减持
COF
Capital One Financial Cp
-$705.8K
2,151
-78%
减持
KBE
SPDR S&P Bank ETF
-$700.5K
4,219
-78%
减持
LLY
Eli Lilly and Co
-$685.2K
1,482
-55%
减持
AUB
Atlantic Un Bankshares Corp
-$676.0K
19,187
-50%
减持
SCHP
Schwab US Tips ETF
-$664.6K
13,300
-50%
减持
ISRG
Intuitive Surgical New
-$649.8K
2,361
-50%
减持
CAT
Caterpillar Inc
-$639.7K
2,556
-50%
减持
ALB
Albemarle Corp
-$638.0K
3,000
-50%
减持
XLF
Sector Spdr Fincl Select
-$636.3K
17,554
-50%
减持
IBM
Intl Business Machines
-$627.6K
4,180
-50%
减持
ESGD
iShares ESG Aware MSCI EAFE ETF
-$622.8K
10,317
-50%
减持
—
Trane Technologies PLC
-$613.2K
4,360
-48%
减持
QCOM
Qualcomm Inc
-$608.7K
6,595
-50%
减持
CI
Cigna Corp
-$600.4K
1,312
-54%
减持
INTU
Intuit Inc
-$582.1K
1,563
-52%
减持
PLYM
Plymouth Industrial REIT Inc
-$574.3K
33,100
-50%
减持
VNQ
Vanguard Reit
-$571.5K
6,709
-51%
减持
IWN
Ishares Russell 2000 Value ETF
-$569.7K
4,060
-50%
减持
BIIB
Biogen Idec Inc
-$569.3K
2,000
-51%
减持
IJS
Ishares S&P Smcap Value
-$558.2K
6,270
-50%
减持
GE
General Electric Company
-$551.8K
6,758
-53%
减持
SCHX
Schwab US Large-Cap ETF
-$551.4K
13,151
-50%
减持
AXP
American Express Company
-$549.4K
4,209
-50%
减持
TY
Tri Continental Corp
-$543.0K
21,406
-51%
减持
HUM
Humana Inc
-$541.5K
195
-84%
减持
NEU
Newmarket Corporation
-$540.3K
891
-68%
减持
DUK
Duke Energy New
-$531.5K
4,853
-50%
减持
DHR
Danaher Corp Del
-$529.6K
2,012
-48%
减持
ADBE
Adobe Systems Inc
-$508.7K
1,574
-53%
减持
MS
Morgan Stanley
-$505.7K
5,746
-52%
减持
NDAQ
Nasdaq Stock Market Inc
-$498.8K
7,332
-50%
减持
—
Blackrock Inc
-$496.2K
538
-55%
减持
EL
Lauder Estee Co Inc Cl A
-$470.0K
1,882
-50%
减持
MMM
3m Company
-$458.8K
3,506
-49%
减持
RLI
R L I Corp
-$453.7K
3,500
-50%
减持
DE
Deere & Co
-$448.6K
1,009
-50%
减持
CTAS
Cintas Corp
-$446.3K
1,013
-50%
减持
MU
Micron Technology Inc
-$434.6K
2,004
-82%
清仓
—
Canadian Pac Railway
-$417.7K
0
-100%
减持
ARCC
Ares Capital Corp
-$411.7K
22,453
-50%
减持
SBAC
S B A Communications Cp
-$404.7K
1,351
-50%
减持
GS
Goldman Sachs Group Inc
-$404.1K
1,307
-46%
减持
AGG
Ishares Barclays Aggregate Bond
-$400.5K
4,235
-50%
减持
FFXDF
Fairfax India Ho-Sub Com Sub Vtg Shs Isi
-$398.2K
36,200
-50%
减持
EW
Edwards Lifesciences Cp
-$391.2K
3,631
-61%
减持
MCHP
Microchip Technology Inc
-$390.1K
8,165
-47%
减持
VZ
Verizon Communications
-$384.1K
9,198
-51%
