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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 1
增持 67
减持 76
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$243.6M
9,637,964
+106%
减持
VOOV
Vanguard S&P 500 Value ETF
-$223.5M
6,692
-100%
减持
—
Medtronic Inc
-$87.2M
402
-100%
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
DUK
Duke Energy New
+$61.9M
626,552
+6678%
增持
UNH
Unitedhealth Group Inc
+$58.2M
214,440
+75%
增持
SPY
SPDR S&P 500 Index
+$56.5M
207,562
+87%
减持
GLD
Spdr Gold TRUST
-$55.7M
3,004
-97%
增持
RTX
Raytheon Technologies Ord
+$52.4M
997,494
+104%
减持
URI
United Rentals Inc
-$49.5M
1,314
-99%
减持
RJF
Raymond James Finl Inc
-$46.0M
27,184
-95%
增持
WMT
Wal-Mart Stores Inc
+$42.8M
1,119,620
+104%
增持
PGR
Progressive Corp Ohio
+$41.7M
396,080
+102%
减持
PG
Procter & Gamble
-$38.8M
19,980
-90%
减持
—
Unilever Plc Adr New
-$33.7M
5,630
-96%
增持
PNC
Pnc Finl Services Gp Inc
+$33.7M
433,606
+108%
减持
PLYM
Plymouth Industrial REIT Inc
-$33.1M
66,200
-73%
减持
WAB
Wabtec
-$33.0M
12
-100%
增持
UNP
Union Pacific Corp
+$31.2M
290,846
+82%
增持
AAPL
Apple Computer Inc
+$23.1M
572,206
+1%
增持
WMB
Williams Companies
+$22.3M
929,438
+111%
减持
BNDW
Vanguard Total World Bond ETF
-$20.7M
446
-100%
增持
VOO
Vanguard 500 ETF
+$19.2M
74,196
+97%
减持
GOOG
Alphabet Inc. Class C
+$18.8M
633,754
-1%
增持
—
Validian Corp
-$17.8M
100,000
+15%
减持
—
Wells Fargo & Co Pfd
-$17.1M
38
-100%
减持
IVV
IShares S&P 500 Index
+$14.8M
1,290,104
-2%
增持
VT
Vanguard Total World Stock ETF
+$12.4M
376,312
+54%
增持
MSFT
Microsoft Corp
+$11.5M
335,702
+2%
增持
VIG
Vanguard Dividend Appreciation
+$8.7M
96,830
+94%
减持
VCSH
Vanguard Corp Bond Etf
-$8.7M
4,448
-91%
减持
VTV
Vanguard Value ETF
-$8.0M
7,574
-90%
增持
IJH
iShares Core S&P Mid Cap ETF
+$7.5M
78,346
+2649%
减持
VABK
Virginia National Bankshares Corp
-$5.6M
884
-96%
增持
MA
Mastercard Inc
-$5.2M
215,484
+4%
增持
COP
Conocophillips
-$5.1M
748,840
+5%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$5.0M
1,650,128
+2%
增持
V
Visa Inc
+$4.7M
39,490
+92%
增持
NVDA
Nvidia Corp
+$4.5M
135,300
+900%
增持
MRK
Merck & Co Inc
-$4.4M
957,436
+3%
增持
HD
Home Depot Inc
-$3.9M
183,596
+5%
清仓
IJJ
Ishares S&P Midcap
-$3.9M
0
-100%
减持
XLB
Sector Spdr Materials Fd
-$3.5M
1,700
-90%
增持
XLK
Sector Spdr Tech Select
+$3.3M
33,926
+16%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$3.3M
1,067,144
-0%
增持
IEFA
iShares Core MSCI EAFE
-$3.1M
3,357,062
+1%
增持
BN
Brookfield Corporation
+$2.8M
2,303,090
+4%
增持
PM
Philip Morris Intl Inc
+$1.7M
167,818
+1%
增持
VO
Vanguard Mid-Cap ETF
+$1.7M
14,866
+92%
减持
GOOGL
Alphabet Inc. Class A
-$1.6M
55,926
-29%
增持
VTI
Vanguard Total Stock Mkt
+$1.6M
11,712
+95%
减持
VOE
Vanguard Mid Cap Value
-$1.6M
3,898
-58%
增持
TFC
Truist Finl Corp Com
+$1.6M
83,660
+92%
增持
IWS
iShares Russell Midcap Value
-$1.5M
961,298
+2%
增持
QCOM
Qualcomm Inc
+$1.4M
13,244
+83%
增持
UVV
Universal Corp Va
+$1.4M
52,450
+138%
减持
VXUS
Vanguard Total International Stock ETF
-$1.3M
7,014
-27%
减持
RLI
R L I Corp
-$1.3M
7,000
-59%
减持
ITW
Illinois Tool Works Inc
-$1.3M
6,086
-40%
增持
CMCSA
Comcast Corp New Cl A
-$1.3M
2,205,880
+9%
增持
MCD
Mc Donalds Corp
-$1.2M
208,074
+8%
增持
AMZN
Amazon Com Inc
+$1.2M
59,922
+4%
减持
—
ZIMVIE ORD WI
-$1.2M
8
-100%
增持
PEP
Pepsico Incorporated
-$1.2M
506,624
+5%
增持
—
Trane Technologies PLC
+$1.2M
6,772
+85%
减持
LOW
Lowes Companies Inc
-$1.1M
19,984
-8%
减持
PSA
Public Storage
-$1.1M
98
-99%
增持
ZTS
Zoetis Inc
+$1.1M
13,192
+83%
减持
TOWN
Townebank Portsmouth Va
-$1.1M
232
-94%
增持
TMO
Thermo Electron Corp
+$1.1M
4,842
+15%
减持
TY
Tri Continental Corp
-$1.0M
40,366
-36%
减持
AXP
American Express Company
-$1.0M
2,642
-63%
增持
VGT
Vanguard Information Technology ETF
+$984.1K
1,876
+208%
减持
—
Brookfield Renewable Corp Ordinary Shares - Class
-$979.6K
6
-100%
增持
SO
The Southern Company
-$959.1K
12,208
+41%
增持
GLDM
SPDR Gold MiniShares
+$952.6K
44,166
+82%
减持
IVW
Ishares S&P 500 Growth
+$904.1K
119,524
-1%
减持
MKL
Markel Group Inc
+$882.7K
27,694
-1%
增持
UDR
Utd Dominion Rlty Tr Inc
+$875.6K
39,826
+93%
增持
JNJ
Johnson & Johnson
-$871.3K
606,662
+7%
减持
ZM
Zoom Video Communications, Inc
-$868.7K
600
-93%
清仓
JQUA
JPMorgan US Quality Factor ETF
-$838.1K
0
-100%
减持
QQQ
PowerShares QQQ ETF
-$801.1K
3,480
-71%
减持
PRFZ
PowerShares FTSE RAFI US 1500 Sm-Mid ETF
-$766.7K
320
-83%
增持
BRK/B
Berkshire Hathaway Cl B
-$766.2K
262,890
+3%
减持
UPST
UPSTART HOLDINGS INC
-$755.0K
200
-99%
减持
—
Playstar Corp New Shs (NV)
-$744.8K
1,500
-96%
增持
XLU
Select Sector Spdr Trust The Utilities Select Sect
+$690.9K
24,084
+69%
增持
TXN
Texas Instruments Inc
+$676.7K
7,044
+65%
减持
SCHA
Schwab US Small-Cap ETF
-$668.2K
206
-98%
增持
XLV
Sector Spdr Health Fund
+$657.7K
10,248
+72%
减持
ELME
Washington REIT
-$643.6K
130
-96%
减持
STN
Stantec Inc
-$634.3K
2,230
-75%
增持
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
+$633.3K
10,508
+0%
减持
TG
Tredegar Corporation
-$620.9K
480
-98%
减持
SYK
Stryker Corp
-$607.9K
300
-96%
减持
—
Seagate Technology
-$593.0K
2,100
-88%
清仓
—
HG Holdings Inc
-$588.5K
0
-100%
增持
MINT
Pimco Enhanced Short Maturity Active ETF
+$574.8K
14,500
+52%
增持
SCHP
Schwab US Tips ETF
+$571.3K
25,800
+85%
减持
EFA
iShares MSCI EAFE
-$561.5K
347,380
-0%
减持
LUV
Southwest Airlines Co
-$559.7K
6,356
-62%
减持
TSM
Taiwan Semiconductr Adrf
-$557.6K
500
-86%
增持
ADP
Auto Data Processing
+$545.6K
354,736
+5%
减持
MDLZ
Mondelez Intl Inc Cl A
-$529.7K
67,030
-5%
减持
VOT
Vanguard Mid-Cap Growth ETF
-$506.7K
658
-91%
增持
CSX
C S X Corp
-$505.1K
139,548
+0%
减持
ABBV
Abbvie Inc Com Usd0.01
-$503.4K
16,690
-10%
清仓
VYMI
Vanguard Intl Hi Div Yld Idx ETF
-$498.1K
0
-100%
增持
SBUX
Starbucks Corp
+$474.2K
17,064
+69%
减持
TSLA
Tesla, Inc
-$468.4K
614
-82%
减持
VFC
V F Corporation
-$465.5K
800
-75%
减持
OEF
iShares S&P 100
+$444.3K
26,658
-0%
增持
WM
Waste Management, INC.
+$442.0K
5,530
+19%
减持
—
Exxon Mobil Corporation
-$441.5K
67,238
-4%
减持
DGX
Quest Diagnostic Inc
-$436.7K
1,180
-71%
减持
CC
The Chemours Company
-$433.3K
492
-92%
减持
VWO
Vanguard Emerging Market
-$426.0K
2,760
-75%
减持
SCHD
Schwab US Dividend Equity ETF
-$417.2K
420
-93%
减持
ABT
Abbott Laboratories
-$396.4K
19,714
-8%
增持
VALQ
American Century U.S. Quality Value ETF
+$396.0K
97,010
+11%
减持
RWO
SPDR Dow Jones Global Real Estate ETF
-$386.0K
42
-100%
减持
INTC
Intel Corp
-$379.0K
21,914
-8%
增持
NSC
Norfolk Southern Corp
-$372.4K
9,912
+1%
增持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
+$371.8K
7,374
+94%
清仓
TACT
Transact Tech Inc
-$355.1K
0
-100%
增持
VZ
Verizon Communications
+$335.2K
19,400
+68%
减持
VRSK
Verisk Analytics Inc Cla
-$334.5K
314
-97%
减持
NEU
Newmarket Corporation
-$331.1K
1,502
-14%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$323.0K
662
-85%
增持
VEA
Vanguard FTSE International
+$316.2K
19,670
+92%
减持
IBM
Intl Business Machines
-$311.0K
7,450
-11%
建仓
GEV
Ge Vernova Llc Com
+$310.8K
1,812
减持
MCHP
Microchip Technology Inc
-$302.9K
11,232
-24%
减持
VLO
Valero Energy Corp New
-$296.3K
1,110
-98%
减持
ATR
Aptargroup Inc
-$292.5K
1,540
-56%
减持
TRV
Travelers Companies Inc
-$277.3K
388
-78%
减持
MO
Altria Group Inc
+$269.2K
181,408
-1%
增持
UPS
United Parcel Service B
-$256.7K
7,662
+23%
增持
SYY
Sysco Corporation
+$249.8K
13,168
+58%
增持
CRM
Salesforce Com
+$242.9K
2,302
+87%
减持
ACWX
iShares MSCI ACWI ex US ETF
-$229.3K
618,928
-0%
增持
VNQ
Vanguard Reit
-$227.7K
11,418
+14%
清仓
ADSK
Autodesk Inc
-$224.5K
0
-100%
减持
LLY
Eli Lilly and Co
+$224.5K
1,786
-0%
减持
KMX
Carmax Inc
-$220.3K
15,958
-0%
减持
D
Dominion Res Inc Va New
-$218.4K
31,184
-12%
减持
PSEC
Prospect Cap Corp
-$211.0K
200
-89%
减持
EPD
Enterprise Prd Prtnrs Lp
-$210.7K
744,314
-0%
增持
DEO
Diageo Plc New Adr
-$187.0K
12,146
+5%
减持
KNSL
Kinsale Cap Group Inc Com
-$182.9K
950
-9%
