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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 43
减持 82
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
ADP
Auto Data Processing
+$62.7M
268,802
+2914%
减持
NEM
Newmont Mining Corp
-$62.5M
0
-100%
增持
PNC
Pnc Finl Services Gp Inc
+$49.8M
407,698
+22301%
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
USB
U S Bancorp Del New
-$44.5M
5,400
-100%
减持
IVV
IShares S&P 500 Index
-$39.8M
1,373,122
-3%
减持
DIS
Disney Walt Co
-$36.7M
16,638
-96%
增持
MCD
Mc Donalds Corp
+$34.6M
157,848
+570%
增持
COP
Conocophillips
+$20.2M
650,470
+17%
增持
RTX
Raytheon Technologies Ord
-$19.7M
879,942
+4%
减持
SPY
SPDR S&P 500 Index
-$16.1M
212,408
-12%
减持
MSFT
Microsoft Corp
-$14.8M
350,448
-5%
增持
AAPL
Apple Computer Inc
-$12.8M
575,904
+0%
增持
MRK
Merck & Co Inc
-$10.5M
974,778
+1%
增持
UNH
Unitedhealth Group Inc
+$10.3M
199,012
+6%
增持
IEFA
iShares Core MSCI EAFE
-$9.2M
3,301,930
+1%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$8.7M
1,095,518
-4%
建仓
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
+$8.5M
10,400
增持
CMCSA
Comcast Corp New Cl A
+$7.3M
1,917,344
+2%
增持
PEP
Pepsico Incorporated
-$5.5M
449,108
+2%
减持
IWS
iShares Russell Midcap Value
-$5.4M
938,218
-0%
增持
PGR
Progressive Corp Ohio
+$4.9M
461,516
+3%
增持
—
Medtronic Inc
-$4.8M
975,350
+6%
增持
BRK/B
Berkshire Hathaway Cl B
+$3.6M
261,960
+1%
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$3.3M
8,680,902
+1%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$2.6M
1,758,162
+0%
增持
JNJ
Johnson & Johnson
-$2.3M
513,486
+3%
减持
GOOG
Alphabet Inc. Class C
+$2.2M
624,266
-6%
建仓
—
CHINA FEIHE ORD
+$1.7M
2,994,244
减持
WMT
Wal-Mart Stores Inc
-$1.7M
359,034
-4%
增持
WMB
Williams Companies
+$1.6M
842,332
+3%
减持
MA
Mastercard Inc
-$1.5M
207,378
-2%
减持
VIG
Vanguard Dividend Appreciation
-$1.3M
104,926
-3%
减持
OEF
iShares S&P 100
-$1.3M
28,616
-16%
减持
EFA
iShares MSCI EAFE
-$1.3M
351,388
-0%
减持
ACWX
iShares MSCI ACWI ex US ETF
-$1.0M
428,722
-0%
减持
PM
Philip Morris Intl Inc
-$996.3K
169,198
-1%
增持
HD
Home Depot Inc
-$989.5K
175,584
+1%
减持
GOOGL
Alphabet Inc. Class A
+$867.6K
82,506
-1%
减持
WM
Waste Management, INC.
-$802.3K
11,332
-22%
减持
D
Dominion Res Inc Va New
-$788.3K
32,744
-25%
减持
—
Exxon Mobil Corporation
+$725.5K
71,186
-0%
减持
EPD
Enterprise Prd Prtnrs Lp
+$710.1K
700,114
-0%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$709.1K
49,158
+33%
减持
AMZN
Amazon Com Inc
-$651.4K
62,878
-5%
减持
MKL
Markel Group Inc
+$632.5K
30,778
-5%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$557.3K
67,180
+44%
增持
CVX
Chevron Corporation
+$545.8K
20,670
+11%
减持
BAM
Brookfield Asset Management
-$522.6K
21,698
-43%
减持
CSX
C S X Corp
-$475.6K
139,026
-0%
减持
PG
Procter & Gamble
-$452.0K
23,452
-8%
增持
BN
Brookfield Corporation
+$446.4K
1,939,708
+8%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$440.4K
36,358
-8%
减持
SBAC
S B A Communications Cp
-$438.9K
936
-65%
减持
EL
Lauder Estee Co Inc Cl A
-$402.7K
2,328
-38%
减持
EW
Edwards Lifesciences Cp
-$399.2K
4,126
-43%
减持
ABT
Abbott Laboratories
-$395.7K
22,258
-5%
减持
ISRG
Intuitive Surgical New
-$386.5K
4,230
-11%
增持
TXN
Texas Instruments Inc
+$373.8K
6,284
+81%
增持
MO
Altria Group Inc
-$349.8K
179,362
+3%
减持
BAC
Bank Of America Corp
-$343.6K
62,906
-13%
减持
VTI
Vanguard Total Stock Mkt
-$334.9K
14,176
-7%
增持
—
Blackrock Inc
+$332.4K
1,626
+56%
增持
PAYX
Paychex Inc
+$331.0K
4,616
+156%
减持
AVB
AvalonBay Communities Inc
-$323.8K
3,752
-27%
减持
VALQ
American Century U.S. Quality Value ETF
-$310.2K
57,296
-8%
建仓
FAST
Fastenal Co
+$303.8K
5,560
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$288.3K
49,670
+31%
减持
IVW
Ishares S&P 500 Growth
-$282.3K
120,492
-0%
减持
NEE
Nextera Energy Inc Com
-$275.7K
9,142
-15%
增持
AUB
Atlantic Un Bankshares Corp
+$264.1K
43,778
+14%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES ORD WI
-$263.5K
1,190
-72%
减持
KO
Coca Cola Company
-$259.6K
37,140
-4%
增持
V
Visa Inc
-$258.9K
43,688
+1%
清仓
—
Citigroup Inc
-$257.6K
0
-100%
减持
DXCM
Dexcom Inc
-$255.1K
4,472
-15%
减持
AMGN
Amgen Incorporated
+$248.3K
7,498
-6%
减持
VB
Vanguard Small Cap
-$240.2K
8,172
-9%
减持
ELV
Anthem Inc
-$220.0K
9,998
-3%
减持
AXP
American Express Company
-$217.7K
8,454
-0%
清仓
AIVL
WisdomTree US Dividend ex-Financials ETF
-$214.2K
0
-100%
减持
SBUX
Starbucks Corp
-$211.6K
17,782
-4%
清仓
—
22nd Century Group Inc
-$196.1K
0
-100%
增持
NSRGY
Nestle S A Reg B Adr
+$191.4K
4,714
+66%
减持
VO
Vanguard Mid-Cap ETF
-$186.6K
11,572
-2%
增持
XLK
Sector Spdr Tech Select
-$185.5K
40,212
+3%
减持
HON
Honeywell International
-$181.1K
7,850
-0%
减持
TMO
Thermo Electron Corp
-$176.8K
5,052
-4%
减持
CTAS
Cintas Corp
-$175.9K
1,728
-15%
减持
IWB
Ishares Tr Russell
-$171.7K
8,400
-5%
减持
QCOM
Qualcomm Inc
-$169.5K
13,156
-4%
减持
ROP
Roper Industries Inc
-$166.7K
174
-67%
建仓
VUG
Vanguard Growth ETF
+$165.0K
606
减持
FISV
Fiserv Inc
-$163.8K
7,100
-7%
减持
SYY
Sysco Corporation
-$163.8K
19,254
-0%
清仓
—
Magellan Midstream Ptnrs
-$162.0K
0
-100%
减持
IWM
Ishares Russell 2000
-$157.0K
11,462
-2%
减持
NFLX
Netflix Inc
-$153.0K
2,320
-1%
减持
SO
The Southern Company
-$151.8K
12,208
-9%
增持
TFC
Truist Finl Corp Com
-$149.1K
86,770
+0%
减持
BX
Blackstone Group LP
+$145.9K
11,610
-2%
减持
GM
General Motors Corp
-$144.9K
2,566
-57%
减持
ECL
Ecolab Inc
-$143.9K
248
-75%
减持
COF
Capital One Financial Cp
-$143.8K
3,508
-21%
减持
NVDA
Nvidia Corp
+$140.3K
15,114
-1%
减持
DE
Deere & Co
-$128.9K
1,868
-9%
减持
CVS
C V S Corp Del
-$128.6K
7,392
-21%
减持
AGG
Ishares Barclays Aggregate Bond
-$126.3K
7,480
-12%
增持
NSC
Norfolk Southern Corp
+$124.0K
9,830
+23%
减持
CSGP
Costar Group Inc
-$122.7K
152
-90%
减持
ITA
iShares US Aerospace & Defense
-$122.5K
324
-76%
清仓
DGRO
iShares Core Dividend Growth ETF
-$119.3K
0
-100%
增持
UNP
Union Pacific Corp
+$116.8K
271,482
+1%
清仓
—
Tri-County Financial Cp
-$116.2K
0
-100%
建仓
C
Citigroup Inc
+$115.2K
2,800
清仓
SPLV
Invesco S&P 500 Low Volatility ETF
-$114.6K
0
-100%
清仓
—
Liberty Media Corp Delaware Com C Siriusxm
-$114.2K
0
-100%
增持
OKE
Oneok Inc New
+$111.9K
2,932
+144%
减持
JPM
Jpmorgan Chase & Co
-$111.4K
34,392
-2%
清仓
RWR
Spdr Dow Jones Reit
-$109.4K
0
-100%
减持
VZ
Verizon Communications
-$109.4K
17,734
-4%
减持
HEI/A
Heico Corp
-$107.6K
582
-55%
减持
VNQ
Vanguard Reit
-$106.3K
13,418
-0%
增持
UVV
Universal Corp Va
-$106.0K
43,048
+1%
减持
FSK
FS KKR Capital Corp
-$105.9K
28,592
-18%
建仓
SHBI
Shore Bancshares Inc
+$105.1K
9,990
清仓
IUSG
iShares Russell 3000 Growth
-$102.5K
0
-100%
清仓
HDV
Ishares Core High Dividend Etf
-$101.8K
0
-100%
减持
PYPL
Paypal Hldgs Inc
-$100.6K
1,170
-54%
减持
APD
Air Prod & Chemicals Inc
-$100.1K
5,760
-0%
减持
DVY
Ishares Dj Select Div Fd
-$96.8K
5,086
-11%
增持
UPS
United Parcel Service B
+$94.3K
12,556
+21%
增持
F
Ford Motor Company New
-$93.1K
35,616
+1%
减持
ARCC
Ares Capital Corp
-$92.1K
38,644
-14%
清仓
XYL
Xylem Inc
-$90.1K
0
-100%
建仓
—
Liberty Media Corp Delaware Com C Siriusxm
+$88.9K
3,490
减持
AMAT
Applied Materials Inc
-$87.2K
10,326
-2%
增持
UBSI
United Bankshares Inc
-$86.7K
43,386
+0%
减持
MMM
3m Company
-$86.5K
5,634
-8%
减持
DUK
Duke Energy New
-$82.1K
8,938
-8%
建仓
—
Questar Corporation
+$82.0K
3,386
清仓
TTWO
Take-Two Interactive Software Inc
-$81.8K
0
-100%
减持
IWP
Ishares Russell Midcap Growth
-$79.7K
12,868
-1%
清仓
SPGI
S&p Global Inc
-$78.6K
0
-100%
增持
KNSL
Kinsale Cap Group Inc Com
+$77.7K
1,046
+10%
增持
PFE
Pfizer Incorporated
+$76.8K
35,066
+18%
增持
META
Meta Platforms Inc
+$74.7K
3,782
+2%
减持
AEP
Amer Electric Pwr Co Inc
-$74.3K
1,094
-41%
清仓
DTD
WisdomTree US Total Dividend ETF
-$73.3K
0
-100%
清仓
AEE
Ameren Corporation
-$67.0K
0
-100%
清仓
—
Triton International Ltd
-$66.6K
0
-100%
