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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 2
减持 143
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
-$467.3M
9,719
-100%
减持
IVV
IShares S&P 500 Index
-$339.1M
635,965
-51%
减持
IEFA
iShares Core MSCI EAFE
-$111.9M
1,690,479
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。
-50%
减持
MSFT
Microsoft Corp
-$77.0M
169,855
-49%
减持
PNC
Pnc Finl Services Gp Inc
-$67.1M
1,931
-100%
减持
MRK
Merck & Co Inc
-$62.3M
494,740
-48%
减持
GOOG
Alphabet Inc. Class C
-$60.2M
335,279
-47%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$59.8M
532,821
-50%
减持
AAPL
Apple Computer Inc
-$53.8M
286,513
-50%
减持
SPY
SPDR S&P 500 Index
-$52.7M
105,030
-49%
减持
IWS
iShares Russell Midcap Value
-$50.2M
498,053
-48%
减持
BRK/B
Berkshire Hathaway Cl B
-$47.2M
129,861
-51%
减持
UNH
Unitedhealth Group Inc
-$43.8M
111,905
-48%
减持
COP
Conocophillips
-$43.7M
398,579
-47%
减持
RTX
Raytheon Technologies Ord
-$42.3M
477,513
-52%
减持
MA
Mastercard Inc
-$40.7M
110,034
-49%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$40.6M
830,667
-50%
减持
CMCSA
Comcast Corp New Cl A
-$39.9M
1,112,195
-50%
减持
PEP
Pepsico Incorporated
-$38.6M
264,383
-48%
减持
JNJ
Johnson & Johnson
-$38.3M
310,850
-49%
减持
ADP
Auto Data Processing
-$34.0M
183,006
-48%
减持
BN
Brookfield Corporation
-$33.7M
1,165,797
-49%
减持
PGR
Progressive Corp Ohio
-$32.2M
197,281
-50%
减持
WMT
Wal-Mart Stores Inc
-$31.3M
551,421
-51%
减持
UNP
Union Pacific Corp
-$29.2M
148,534
-49%
减持
DUK
Duke Energy New
-$26.2M
317,622
-49%
减持
HD
Home Depot Inc
-$25.2M
93,854
-49%
减持
MKL
Markel Group Inc
-$21.8M
13,900
-50%
减持
VT
Vanguard Total World Stock ETF
-$19.8M
188,312
-50%
减持
MCD
Mc Donalds Corp
-$18.6M
113,157
-46%
减持
WMB
Williams Companies
-$17.5M
481,952
-48%
减持
ACWX
iShares MSCI ACWI ex US ETF
-$15.2M
309,464
-50%
减持
EFA
iShares MSCI EAFE
-$12.9M
170,772
-51%
减持
EPD
Enterprise Prd Prtnrs Lp
-$10.8M
370,332
-50%
减持
NVDA
Nvidia Corp
-$10.3M
52,731
-61%
减持
VIG
Vanguard Dividend Appreciation
-$8.2M
47,916
-51%
减持
VOO
Vanguard 500 ETF
-$7.8M
55,501
-25%
减持
IJH
iShares Core S&P Mid Cap ETF
-$7.4M
5,095
-93%
减持
PM
Philip Morris Intl Inc
-$7.2M
80,604
-52%
减持
AMZN
Amazon Com Inc
-$5.9M
30,703
-49%
减持
GOOGL
Alphabet Inc. Class A
-$5.5M
28,103
-50%
减持
IVW
Ishares S&P 500 Growth
-$5.3M
59,732
-50%
减持
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
-$5.3M
5,261
-50%
减持
V
Visa Inc
-$4.8M
20,118
-49%
减持
EEM
iShares MSCI Emrg Mkt Fd
-$4.8M
121,740
-50%
建仓
IJJ
Ishares S&P Midcap
+$4.0M
37,748
减持
—
Exxon Mobil Corporation
-$3.7M
34,353
-49%
减持
MO
Altria Group Inc
-$3.6M
90,912
-50%
减持
OEF
iShares S&P 100
-$3.4M
13,304
-50%
减持
XLK
Sector Spdr Tech Select
-$3.3M
19,316
-43%
减持
ELV
Anthem Inc
-$2.5M
4,473
-50%
减持
VALQ
American Century U.S. Quality Value ETF
-$2.4M
50,248
-48%
减持
JPM
Jpmorgan Chase & Co
-$2.2M
12,632
-48%
减持
CSX
C S X Corp
-$2.2M
71,712
-49%
减持
COST
Costco Whsl Corp New
-$2.1M
3,126
-46%
减持
RSP
Invesco S&P 500 Equal Weight ETF
-$2.0M
13,242
-50%
减持
ESGD
iShares ESG Aware MSCI EAFE ETF
-$1.9M
26,026
-50%
减持
MDLZ
Mondelez Intl Inc Cl A
-$1.9M
33,456
-50%
减持
IWR
Ishares Russell Midcap
-$1.7M
23,573
-50%
减持
GD
General Dynamics Corp
-$1.7M
4,068
-60%
减持
RJF
Raymond James Finl Inc
-$1.7M
13,592
-50%
减持
LOW
Lowes Companies Inc
-$1.7M
10,097
-49%
减持
CVX
Chevron Corporation
-$1.6M
11,141
-47%
减持
—
1/100 Berkshire Htwy Cla
-$1.6M
300
-50%
减持
TFC
Truist Finl Corp Com
-$1.5M
40,901
-51%
减持
VTI
Vanguard Total Stock Mkt
-$1.5M
5,800
-50%
减持
QCOM
Qualcomm Inc
-$1.5M
6,775
-49%
清仓
—
Blackrock Inc
-$1.5M
0
-100%
增持
XLU
Select Sector Spdr Trust The Utilities Select Sect
+$1.4M
38,011
+58%
减持
VO
Vanguard Mid-Cap ETF
-$1.4M
8,328
-44%
减持
AMAT
Applied Materials Inc
-$1.4M
5,266
-49%
减持
PG
Procter & Gamble
-$1.4M
11,228
-44%
清仓
SCHP
Schwab US Tips ETF
-$1.3M
0
-100%
减持
ESGE
iShares ESG Aware MSCI EM ETF
-$1.2M
38,837
-50%
减持
IWM
Ishares Russell 2000
-$1.2M
5,192
-55%
减持
TMO
Thermo Electron Corp
-$1.2M
2,441
-50%
减持
IWB
Ishares Tr Russell
-$1.1M
4,010
-50%
减持
UVV
Universal Corp Va
-$1.1M
26,416
-50%
减持
BAC
Bank Of America Corp
-$1.1M
27,831
-50%
减持
INTU
Intuit Inc
-$1.1M
1,551
-49%
建仓
BLK
Blackrock Inc
+$1.0M
1,061
减持
ABBV
Abbvie Inc Com Usd0.01
-$1.0M
9,428
-44%
减持
ZTS
Zoetis Inc
-$989.1K
6,643
-50%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
-$978.3K
32,405
-50%
减持
PICK
iShares MSCI Global Mtls&Mng Prdcrs ETF
-$963.7K
11,700
-67%
减持
HON
Honeywell International
-$945.4K
3,391
-56%
减持
KO
Coca Cola Company
-$916.9K
16,613
-50%
减持
NSC
Norfolk Southern Corp
-$905.5K
4,919
-50%
减持
—
Trane Technologies PLC
-$901.9K
3,410
-50%
减持
ADBE
Adobe Systems Inc
-$897.5K
1,552
-49%
减持
AMGN
Amgen Incorporated
-$893.0K
3,227
-48%
减持
CSCO
Cisco Systems Inc
-$892.7K
21,507
-50%
减持
GLDM
SPDR Gold MiniShares
-$884.4K
22,083
-50%
减持
DEO
Diageo Plc New Adr
-$881.9K
4,628
-62%
减持
ABT
Abbott Laboratories
-$823.2K
10,746
-45%
减持
ISRG
Intuitive Surgical New
-$818.2K
1,942
-51%
减持
NUMV
Nuveen ESG Mid-Cap Value ETF
-$786.3K
27,186
-50%
减持
DIS
Disney Walt Co
-$748.9K
6,451
-53%
减持
UDR
Utd Dominion Rlty Tr Inc
-$736.0K
19,913
-50%
减持
XLV
Sector Spdr Health Fund
-$704.4K
5,124
-50%
减持
CAT
Caterpillar Inc
-$698.4K
2,568
-50%
减持
D
Dominion Res Inc Va New
-$682.3K
14,634
-53%
减持
PLYM
Plymouth Industrial REIT Inc
-$667.3K
33,100
-50%
减持
IWP
Ishares Russell Midcap Growth
-$665.3K
6,434
-50%
减持
EMR
Emerson Electric Co
-$658.7K
5,977
-50%
减持
ITW
Illinois Tool Works Inc
-$653.7K
3,008
-51%
减持
META
Meta Platforms Inc
-$653.3K
1,628
-48%
减持
APD
Air Prod & Chemicals Inc
-$647.2K
1,862
-60%
减持
TXN
Texas Instruments Inc
-$628.9K
3,589
-49%
减持
LLY
Eli Lilly and Co
-$625.6K
1,119
-37%
减持
XLF
Sector Spdr Fincl Select
-$623.9K
16,909
-50%
减持
NFLX
Netflix Inc
-$619.5K
1,001
-49%
减持
UBSI
United Bankshares Inc
-$605.2K
21,924
-50%
减持
SBUX
Starbucks Corp
-$598.2K
7,491
-56%
减持
AUB
Atlantic Un Bankshares Corp
-$597.4K
21,244
-50%
减持
WM
Waste Management, INC.
-$594.5K
2,819
-49%
减持
IYH
iShares US Healthcare
-$592.7K
10,300
-50%
减持
TY
Tri Continental Corp
-$583.3K
20,183
-50%
减持
IWN
Ishares Russell 2000 Value ETF
-$569.4K
4,000
-51%
减持
BX
Blackstone Group LP
-$565.7K
5,071
-53%
减持
MS
Morgan Stanley
-$558.6K
5,417
-53%
减持
VTV
Vanguard Value ETF
-$553.8K
3,787
-50%
减持
KMX
Carmax Inc
-$552.9K
7,979
-50%
减持
IJS
Ishares S&P Smcap Value
-$544.7K
6,270
-50%
减持
UPS
United Parcel Service B
-$544.6K
3,696
-52%
减持
BIIB
Biogen Idec Inc
-$539.6K
2,000
-50%
减持
VOOV
Vanguard S&P 500 Value ETF
-$535.3K
3,362
-50%
减持
VGT
Vanguard Information Technology ETF
-$531.5K
938
-50%
减持
ACH
Owens & Minor Inc Hldg Co
-$530.4K
46,894
-50%
减持
GS
Goldman Sachs Group Inc
-$506.4K
1,242
-50%
减持
FFXDF
Fairfax India Ho-Sub Com Sub Vtg Shs Isi
-$493.4K
36,200
-50%
减持
INTC
Intel Corp
-$485.3K
8,244
-62%
增持
CTAS
Cintas Corp
-$471.3K
3,316
+101%
减持
MCHP
Microchip Technology Inc
-$456.4K
7,116
-37%
减持
VEA
Vanguard FTSE International
-$451.3K
9,861
-50%
减持
GE
General Electric Company
-$446.4K
3,763
-48%
减持
MAR
Marriott Intl Inc Cl A
-$444.3K
1,891
-50%
减持
RLI
R L I Corp
-$442.4K
3,500
-50%
减持
ORCL
Oracle Corporation
-$441.5K
14,232
-30%
建仓
SDY
Spdr Ser Tr S&P Divid Etf
+$438.2K
3,085
减持
NSRGY
Nestle S A Reg B Adr
-$435.6K
1,075
-80%
减持
SYY
Sysco Corporation
-$426.1K
6,584
-50%
减持
FISV
Fiserv Inc
-$417.9K
3,564
-50%
减持
TGT
Target Corporation
-$412.9K
3,477
-46%
减持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
-$401.9K
3,687
-50%
减持
VNQ
Vanguard Reit
-$400.2K
5,709
-50%
减持
CI
Cigna Corp
-$397.5K
1,263
-50%
减持
VZ
Verizon Communications
-$397.0K
8,974
-54%
减持
DHR
Danaher Corp Del
-$393.5K
1,854
-49%
减持
SO
The Southern Company
-$390.2K
6,174
-49%
