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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 71
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVV
IShares S&P 500 Index
+$56.1M
1,351,926
-2%
增持
VT
Vanguard Total World Stock ETF
+$38.6M
375,524
+91491%
增持
VOO
Vanguard 500 ETF
+$31.9M
74,138
+6280%
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
BN
Brookfield Corporation
+$24.6M
2,126,110
+10%
减持
IEFA
iShares Core MSCI EAFE
+$19.4M
3,295,490
-0%
增持
VTV
Vanguard Value ETF
+$17.2M
115,231
+28005%
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$17.0M
9,000,942
+4%
减持
MSFT
Microsoft Corp
+$14.8M
333,668
-5%
增持
PNC
Pnc Finl Services Gp Inc
+$13.3M
409,192
+0%
增持
ACWX
iShares MSCI ACWI ex US ETF
+$11.7M
623,280
+45%
增持
RTX
Raytheon Technologies Ord
+$11.1M
884,421
+1%
减持
IWS
iShares Russell Midcap Value
+$10.9M
935,308
-0%
减持
UNP
Union Pacific Corp
+$10.4M
267,452
-1%
增持
MCD
Mc Donalds Corp
+$10.2M
174,549
+11%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$9.6M
1,071,368
-2%
减持
AAPL
Apple Computer Inc
+$8.6M
557,009
-3%
减持
HD
Home Depot Inc
+$5.1M
167,937
-4%
减持
MRSH
Marsh & Mc Lennan Co Inc
-$4.8M
708
-97%
增持
ADP
Auto Data Processing
+$4.6M
297,358
+11%
减持
MKL
Markel Group Inc
-$4.3M
28,860
-6%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$4.0M
1,574,710
-10%
建仓
IJJ
Ishares S&P Midcap
+$3.6M
37,748
减持
CMCSA
Comcast Corp New Cl A
-$3.4M
1,860,828
-3%
减持
MA
Mastercard Inc
+$3.3M
200,166
-3%
减持
UDR
Utd Dominion Rlty Tr Inc
-$3.0M
40,396
-68%
减持
BRK/B
Berkshire Hathaway Cl B
-$2.8M
249,431
-5%
建仓
PICK
iShares MSCI Global Mtls&Mng Prdcrs ETF
+$2.2M
50,282
减持
EFA
iShares MSCI EAFE
+$2.1M
348,744
-1%
增持
JNJ
Johnson & Johnson
+$2.0M
522,760
+2%
建仓
MINT
Pimco Enhanced Short Maturity Active ETF
+$1.7M
17,366
清仓
—
CHINA FEIHE ORD
-$1.7M
0
-100%
减持
—
Medtronic Inc
+$1.7M
947,977
-3%
增持
COP
Conocophillips
-$1.7M
657,023
+1%
建仓
BSV
Vanguard Short-Term Bond ETF
+$1.5M
19,846
减持
PGR
Progressive Corp Ohio
+$1.5M
412,768
-11%
减持
KMX
Carmax Inc
-$1.3M
15,991
-55%
减持
VIG
Vanguard Dividend Appreciation
+$1.3M
103,175
-2%
建仓
GLDM
SPDR Gold MiniShares
+$1.3M
30,866
减持
GOOG
Alphabet Inc. Class C
+$1.2M
592,811
-5%
建仓
VCSH
Vanguard Short-Term Corp Bond ETF
+$1.2M
15,360
减持
UNH
Unitedhealth Group Inc
-$1.2M
188,377
-5%
增持
—
Exxon Mobil Corporation
-$1.2M
72,182
+1%
增持
—
Brookfield Renewable Corp Ordinary Shares - Class
+$1.1M
39,878
+6112%
减持
SCHX
Schwab US Large-Cap ETF
-$1.1M
3,604
-86%
增持
WMB
Williams Companies
+$1.1M
847,135
+1%
增持
VO
Vanguard Mid-Cap ETF
+$1.0M
14,852
+28%
增持
VOOV
Vanguard S&P 500 Value ETF
+$933.9K
6,668
+433%
增持
VEA
Vanguard FTSE International
+$888.9K
19,392
+2022%
增持
UVV
Universal Corp Va
+$880.3K
43,266
+1%
减持
BRBS
Blue Ridge Bankshares Inc
-$876.0K
157,610
-47%
减持
EPD
Enterprise Prd Prtnrs Lp
-$860.6K
694,554
-1%
减持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
-$828.9K
7,374
-54%
减持
AMZN
Amazon Com Inc
+$794.4K
57,835
-8%
减持
SCHG
Schwab US Large-Cap Growth ETF
-$781.9K
260
-98%
增持
WMT
Wal-Mart Stores Inc
-$739.8K
359,534
+0%
增持
GLD
Spdr Gold TRUST
+$705.5K
14,686
+2331%
减持
TFC
Truist Finl Corp Com
+$668.9K
85,358
-2%
增持
PEP
Pepsico Incorporated
+$653.3K
451,897
+1%
减持
NVDA
Nvidia Corp
+$601.3K
14,490
-4%
减持
SCHD
Schwab US Dividend Equity ETF
-$599.0K
300
-97%
减持
OEF
iShares S&P 100
+$594.7K
28,364
-1%
减持
JPM
Jpmorgan Chase & Co
+$562.6K
32,627
-5%
增持
CSX
C S X Corp
+$549.7K
139,162
+0%
减持
COST
Costco Whsl Corp New
+$548.2K
5,815
-0%
减持
MRK
Merck & Co Inc
-$521.0K
915,726
-6%
减持
LLY
Eli Lilly and Co
-$513.7K
1,850
-38%
增持
QCOM
Qualcomm Inc
+$509.0K
13,621
+4%
增持
GD
General Dynamics Corp
+$508.5K
10,199
+5%
增持
NSC
Norfolk Southern Corp
+$500.3K
10,306
+5%
清仓
SCHB
Schw US Brd Mkt Etf
-$457.1K
0
-100%
增持
UBSI
United Bankshares Inc
+$437.1K
43,520
+0%
减持
VTI
Vanguard Total Stock Mkt
-$435.1K
10,860
-23%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$420.1K
50,546
+3%
增持
INTC
Intel Corp
+$405.8K
24,672
+5%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$405.4K
76,094
+13%
增持
IJR
Ishares S&P Smallcap Core ETF
+$396.2K
4,224
+552%
减持
WM
Waste Management, INC.
-$386.9K
7,485
-34%
减持
V
Visa Inc
+$366.8K
40,006
-8%
增持
INTU
Intuit Inc
+$365.2K
3,092
+1%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$348.0K
28,336
-22%
清仓
WSO
Watsco Inc
-$342.3K
0
-100%
增持
—
Blackrock Inc
+$331.4K
1,703
+5%
增持
ITW
Illinois Tool Works Inc
+$329.3K
10,294
+0%
减持
LOW
Lowes Companies Inc
-$313.8K
21,532
-12%
建仓
MGK
Vanguard Mega Cap Growth ETF
+$305.2K
1,176
减持
ZTS
Zoetis Inc
+$302.9K
13,872
-1%
增持
VUG
Vanguard Growth ETF
+$297.4K
1,488
+146%
减持
GE
General Electric Company
-$290.7K
9,085
-31%
减持
LMT
Lockheed Martin Corp
-$287.2K
116
-86%
减持
AUB
Atlantic Un Bankshares Corp
+$287.0K
42,334
-3%
增持
IWM
Ishares Russell 2000
+$286.1K
11,518
+0%
增持
IYH
iShares US Healthcare
+$284.2K
4,880
+18%
增持
NEE
Nextera Energy Inc Com
+$283.8K
13,295
+45%
增持
ADBE
Adobe Systems Inc
+$280.2K
3,032
+1%
减持
BAC
Bank Of America Corp
+$279.2K
59,446
-6%
增持
IBM
Intl Business Machines
+$273.3K
8,829
+6%
增持
NFLX
Netflix Inc
+$269.6K
2,353
+1%
清仓
—
Pinnacle Financial Partners Inc
-$269.4K
0
-100%
增持
AVGO
Avago Technologies Ltd
+$269.1K
378
+105%
增持
MDLZ
Mondelez Intl Inc Cl A
+$268.6K
70,768
+1%
减持
ABT
Abbott Laboratories
+$265.2K
21,993
-1%
增持
META
Meta Platforms Inc
+$264.9K
3,956
+5%
减持
IWR
Ishares Russell Midcap
+$264.4K
31,500
-0%
增持
ABBV
Abbvie Inc Com Usd0.01
+$260.7K
18,870
+6%
减持
RJF
Raymond James Finl Inc
+$256.9K
27,272
-2%
减持
ACH
Owens & Minor Inc Hldg Co
+$255.9K
93,788
-2%
增持
AMAT
Applied Materials Inc
+$252.7K
10,380
+1%
建仓
IGF
iShares Global Infrastructure ETF
+$246.8K
5,246
减持
BKNG
Booking Hldgs Inc
-$245.8K
2
-98%
增持
GS
Goldman Sachs Group Inc
+$241.8K
2,702
+9%
减持
PG
Procter & Gamble
-$230.7K
21,770
-7%
增持
IJS
Ishares S&P Smcap Value
+$224.9K
13,037
+4%
增持
TGT
Target Corporation
+$224.4K
6,925
+1%
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$219.4K
51,728
+4%
增持
AMD
Advanced Micro Devices
+$215.4K
4,519
+3%
增持
CTAS
Cintas Corp
+$213.8K
1,734
+0%
增持
HON
Honeywell International
+$208.6K
7,910
+1%
建仓
GNR
SPDR S&P Global Natural Resources ETF
+$206.5K
3,644
增持
FAST
Fastenal Co
+$203.3K
7,829
+41%
建仓
SCHH
Schwab US REIT ETF
+$199.2K
9,620
增持
VB
Vanguard Small Cap
+$199.1K
8,176
+0%
增持
MCHP
Microchip Technology Inc
+$199.0K
16,063
+0%
增持
MO
Altria Group Inc
-$198.8K
182,036
+1%
减持
PFE
Pfizer Incorporated
-$197.0K
33,559
-4%
建仓
PLD
Prologis
+$193.3K
1,450
增持
D
Dominion Res Inc Va New
+$189.9K
35,160
+7%
减持
VALQ
American Century U.S. Quality Value ETF
+$189.8K
56,048
-2%
减持
BX
Blackstone Group LP
+$182.7K
10,897
-6%
建仓
IEUR
iShares Core MSCI Europe
+$176.2K
3,203
减持
DE
Deere & Co
-$175.9K
1,323
-29%
增持
URI
United Rentals Inc
+$172.8K
1,320
+0%
增持
CVX
Chevron Corporation
-$170.6K
22,223
+8%
增持
VWO
Vanguard Emerging Market
+$168.1K
6,723
+144%
减持
CSCO
Cisco Systems Inc
-$166.9K
45,904
-1%
增持
TXN
Texas Instruments Inc
+$166.4K
6,838
+9%
建仓
ESS
Essex Property TRUST Inc
+$165.6K
668
减持
NKE
Nike Inc Class B
-$165.4K
1,068
-64%
增持
VZ
Verizon Communications
+$160.6K
19,505
+10%
减持
FSK
FS KKR Capital Corp
-$159.0K
20,226
-29%
增持
CRM
Salesforce Com
+$158.2K
2,375
+3%
减持
GOOGL
Alphabet Inc. Class A
+$155.4K
78,403
-5%
增持
ALB
Albemarle Corp
-$151.9K
6,010
+0%
增持
FISV
Fiserv Inc
+$147.9K
7,151
+1%
增持
MS
Morgan Stanley
+$143.6K
11,627
+1%
增持
DXCM
Dexcom Inc
+$141.4K
4,502
+1%
减持
NEU
Newmarket Corporation
+$140.0K
1,742
-2%
增持
TMO
Thermo Electron Corp
+$139.8K
5,081
+1%
增持
NOC
Northrop Grumman Corp
+$139.2K
1,294
+22%
建仓
NNN
National Retail Properties Inc
+$137.9K
3,200
增持
DUK
Duke Energy New
+$135.7K
9,528
+7%
