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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 70
减持 72
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOOV
Vanguard S&P 500 Value ETF
+$223.5M
4,682,004
+70116%
减持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
-$203.2M
4,679,448
-48%
增持
GLD
Spdr Gold TRUST
+$55.5M
107,895
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。
+635%
增持
URI
United Rentals Inc
+$49.6M
101,438
+7585%
减持
UNH
Unitedhealth Group Inc
-$48.2M
122,512
-35%
增持
RJF
Raymond James Finl Inc
+$46.3M
501,894
+1740%
减持
IVV
IShares S&P 500 Index
+$45.5M
1,314,692
-3%
减持
SPY
SPDR S&P 500 Index
-$44.5M
111,193
-48%
增持
PG
Procter & Gamble
+$39.0M
206,027
+846%
增持
—
Unilever Plc Adr New
+$33.7M
140,617
+2296%
增持
WAB
Wabtec
+$33.0M
548,754
+2110492%
增持
PLYM
Plymouth Industrial REIT Inc
+$32.9M
241,830
+265%
减持
UNP
Union Pacific Corp
-$31.1M
159,491
-40%
减持
PNC
Pnc Finl Services Gp Inc
-$29.6M
208,846
-49%
减持
RTX
Raytheon Technologies Ord
-$26.7M
490,021
-45%
减持
PGR
Progressive Corp Ohio
-$25.1M
196,408
-52%
增持
WMT
Wal-Mart Stores Inc
-$23.7M
549,334
+53%
增持
MRK
Merck & Co Inc
+$23.1M
931,762
+2%
建仓
BNDW
Vanguard Total World Bond ETF
+$20.8M
191,140
增持
BRK/B
Berkshire Hathaway Cl B
+$18.7M
256,135
+3%
减持
—
Validian Corp
+$17.8M
87,087
-13%
增持
—
Wells Fargo & Co Pfd
+$17.1M
439,697
+1156997%
增持
IEFA
iShares Core MSCI EAFE
+$15.1M
3,327,464
+1%
增持
MA
Mastercard Inc
+$14.9M
208,132
+4%
增持
ADP
Auto Data Processing
+$14.9M
336,856
+13%
减持
VOO
Vanguard 500 ETF
-$14.5M
37,666
-49%
增持
COP
Conocophillips
+$14.5M
712,730
+8%
增持
GOOG
Alphabet Inc. Class C
+$13.9M
639,794
+8%
减持
MSFT
Microsoft Corp
+$13.0M
329,244
-1%
减持
WMB
Williams Companies
-$12.3M
439,832
-48%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$10.7M
1,070,406
-0%
增持
AAPL
Apple Computer Inc
-$9.8M
568,216
+2%
增持
—
Medtronic Inc
+$9.1M
1,000,450
+6%
增持
HD
Home Depot Inc
+$8.9M
174,948
+4%
增持
IWS
iShares Russell Midcap Value
+$8.8M
938,202
+0%
减持
VT
Vanguard Total World Stock ETF
-$8.7M
244,488
-35%
减持
VIG
Vanguard Dividend Appreciation
-$8.7M
49,955
-52%
减持
VTV
Vanguard Value ETF
-$8.0M
76,166
-34%
增持
PEP
Pepsico Incorporated
+$8.0M
484,066
+7%
增持
VCSH
Vanguard Short-Term Corp Bond ETF
+$7.9M
50,777
+231%
增持
JNJ
Johnson & Johnson
+$7.6M
566,036
+8%
增持
BN
Brookfield Corporation
+$7.6M
2,218,644
+4%
增持
CMCSA
Comcast Corp New Cl A
+$6.0M
2,021,695
+9%
增持
VABK
Virginia National Bankshares Corp
+$5.6M
20,442
+2212%
减持
NVDA
Nvidia Corp
+$5.1M
13,536
-7%
减持
V
Visa Inc
-$4.8M
20,600
-49%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$3.6M
1,614,258
+3%
增持
EPD
Enterprise Prd Prtnrs Lp
+$3.5M
746,432
+7%
增持
XLB
Sector Spdr Materials Fd
+$3.5M
17,813
+948%
减持
XLK
Sector Spdr Tech Select
-$3.4M
29,203
-27%
增持
MCD
Mc Donalds Corp
+$2.5M
192,454
+10%
增持
VALQ
American Century U.S. Quality Value ETF
+$2.1M
87,616
+56%
减持
MKL
Markel Group Inc
+$1.8M
28,100
-3%
减持
UVV
Universal Corp Va
-$1.8M
22,035
-49%
增持
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
+$1.7M
10,490
+1%
增持
VOE
Vanguard Mid Cap Value
+$1.6M
9,382
+141%
减持
AMZN
Amazon Com Inc
+$1.6M
57,462
-1%
减持
ZTS
Zoetis Inc
-$1.5M
7,214
-48%
清仓
BSV
Vanguard Short-Term Bond ETF
-$1.5M
0
-100%
减持
VO
Vanguard Mid-Cap ETF
-$1.5M
7,762
-48%
减持
EFA
iShares MSCI EAFE
+$1.5M
347,756
-0%
减持
TFC
Truist Finl Corp Com
-$1.5M
43,505
-49%
增持
IWR
Ishares Russell Midcap
+$1.4M
45,800
+45%
增持
RLI
R L I Corp
+$1.3M
17,136
+145%
减持
VB
Vanguard Small Cap
-$1.3M
4,628
-43%
增持
QQQ
PowerShares QQQ ETF
+$1.3M
12,192
+331%
减持
ACWX
iShares MSCI ACWI ex US ETF
+$1.3M
620,208
-0%
增持
VXUS
Vanguard Total International Stock ETF
+$1.3M
9,631
+25%
增持
—
ZIMVIE ORD WI
+$1.2M
6,918
+86375%
增持
PSA
Public Storage
+$1.1M
6,687
+74200%
减持
IVW
Ishares S&P 500 Growth
+$1.1M
120,282
-0%
减持
TMO
Thermo Electron Corp
-$1.1M
4,196
-17%
增持
TOWN
Townebank Portsmouth Va
+$1.1M
3,931
+1594%
增持
TY
Tri Continental Corp
+$1.1M
62,968
+49%
减持
VTI
Vanguard Total Stock Mkt
-$1.1M
6,016
-45%
减持
SO
The Southern Company
+$1.0M
8,630
-30%
减持
ORCL
Oracle Corporation
-$1.0M
20,302
-40%
减持
—
Exxon Mobil Corporation
+$965.1K
70,388
-2%
增持
ZM
Zoom Video Communications, Inc
+$861.1K
9,098
+1416%
减持
GOOGL
Alphabet Inc. Class A
+$854.8K
78,228
-0%
清仓
NDAQ
Nasdaq Stock Market Inc
-$852.6K
0
-100%
减持
MINT
PIMCO Enhanced Short Maturity Active ETF
-$848.2K
9,549
-45%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$844.3K
14,282
-50%
建仓
JQUA
JPMorgan US Quality Factor ETF
+$838.1K
15,852
减持
SBUX
Starbucks Corp
-$815.7K
10,086
-42%
减持
UDR
Utd Dominion Rlty Tr Inc
-$783.6K
20,637
-49%
减持
UPS
United Parcel Service B
-$777.2K
6,251
-53%
减持
BNY
Bank of New York Mellon Corp.
-$772.8K
360
-98%
减持
QCOM
Qualcomm Inc
-$767.5K
7,229
-47%
增持
PRFZ
PowerShares FTSE RAFI US 1500 Sm-Mid ETF
+$766.9K
1,900
+494%
增持
UPST
UPSTART HOLDINGS INC
+$751.6K
20,337
+10069%
增持
LOW
Lowes Companies Inc
+$749.2K
21,753
+1%
增持
—
Playstar Corp New Shs NV
+$744.8K
33,850
+2157%
减持
PICK
iShares MSCI Global Mtls&Mng Prdcrs ETF
-$675.3K
35,984
-28%
减持
—
Trane Technologies PLC
-$674.1K
3,665
-49%
增持
SCHA
Schwab US Small-Cap ETF
+$668.2K
13,003
+6212%
增持
MO
Altria Group Inc
+$650.6K
183,262
+1%
增持
ELME
Washington REIT
+$643.5K
3,099
+1966%
增持
STN
Stantec Inc
+$641.8K
9,081
+307%
增持
—
Seagate Technology
+$628.5K
17,959
+745%
增持
TG
Tredegar Corporation
+$620.6K
20,423
+4155%
增持
SYK
Stryker Corp
+$612.6K
8,234
+2434%
减持
WM
Waste Management, INC.
-$602.9K
4,630
-38%
减持
SYY
Sysco Corporation
-$597.9K
8,334
-53%
增持
TSM
Taiwan Semiconductr Adrf
+$592.5K
3,695
+639%
减持
SCHP
Schwab US Tips ETF
-$576.2K
13,950
-46%
减持
XLV
Sector Spdr Health Fund
-$561.7K
5,974
-42%
增持
LUV
Southwest Airlines Co
+$558.0K
16,784
+164%
建仓
SBRA
Sabra Health Care REIT Inc
+$538.2K
14,122
减持
—
1/100 Berkshire Htwy Cla
-$534.4K
600
-25%
减持
JPM
Jpmorgan Chase & Co
-$533.7K
25,044
-23%
减持
PM
Philip Morris Intl Inc
-$527.9K
166,581
-1%
建仓
VYMI
Vanguard Intl Hi Div Yld Idx ETF
+$498.1K
4,772
增持
VOT
Vanguard Mid-Cap Growth ETF
+$483.9K
7,038
+789%
减持
TXN
Texas Instruments Inc
-$472.1K
4,275
-37%
增持
AMAT
Applied Materials Inc
+$465.0K
10,412
+0%
增持
VFC
V F Corporation
+$460.5K
3,155
+276%
减持
ABBV
Abbvie Inc Com Usd0.01
+$441.9K
18,484
-2%
增持
DGX
Quest Diagnostic Inc
+$435.5K
4,090
+247%
减持
PFE
Pfizer Incorporated
-$433.8K
19,186
-43%
减持
IJR
Ishares S&P Smallcap Core ETF
-$429.7K
250
-94%
增持
CC
The Chemours Company
+$428.9K
6,350
+1191%
增持
SCHD
Schwab US Dividend Equity ETF
+$427.0K
5,994
+1898%
减持
APD
Air Prod & Chemicals Inc
-$410.9K
5,225
-15%
减持
ELV
Anthem Inc
+$410.0K
8,944
-0%
减持
COST
Costco Whsl Corp New
+$399.2K
5,784
-1%
减持
DIS
Disney Walt Co
+$391.6K
13,792
-4%
增持
RWO
SPDR Dow Jones Global Real Estate ETF
+$385.9K
8,804
+20862%
建仓
TACT
Transact Tech Inc
+$355.1K
1,641
减持
CAT
Caterpillar Inc
+$349.3K
5,112
-1%
增持
CSX
C S X Corp
+$348.2K
139,546
+0%
增持
VRSK
Verisk Analytics Inc Cla
+$340.8K
9,265
+2725%
减持
META
Meta Platforms Inc
+$332.4K
3,568
-10%
增持
TSLA
Tesla, Inc
+$330.7K
3,382
+224%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$322.4K
4,523
+583%
减持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
-$320.4K
3,795
-49%
减持
LLY
Eli Lilly and Co
+$314.1K
1,790
-3%
清仓
MGK
Vanguard Mega Cap Growth ETF
-$305.2K
0
-100%
减持
AXP
American Express Company
+$278.0K
7,122
-1%
减持
CRM
Salesforce Com
-$276.0K
1,228
-48%
减持
VEA
Vanguard FTSE International
-$272.9K
10,234
-47%
减持
VZ
Verizon Communications
-$270.5K
11,528
-41%
增持
VWO
Vanguard Emerging Market
+$270.4K
11,129
+66%
减持
OEF
iShares S&P 100
+$265.2K
26,682
-6%
增持
ADBE
Adobe Systems Inc
-$263.8K
3,062
+1%
减持
TDY
Teledyne Technologies
-$250.6K
1,148
-19%
增持
VLO
Valero Energy Corp New
-$248.7K
52,755
+854%
减持
ADSK
Autodesk Inc
-$245.9K
862
-55%
减持
ISRG
Intuitive Surgical New
+$237.8K
3,984
-1%
减持
TRV
Travelers Companies Inc
-$234.2K
1,781
-43%
