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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 3
增持 44
减持 97
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VOO
Vanguard 500 ETF
-$25.5M
7,105
-87%
减持
IVV
IShares S&P 500 Index
-$13.3M
600,566
-6%
增持
IEFA
iShares Core MSCI EAFE
-$10.2M
1,732,680
+2%
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
GOOG
Alphabet Inc. Class C
+$10.1M
347,600
+4%
减持
MKL
Markel Group Inc
-$9.3M
7,220
-48%
增持
UNH
Unitedhealth Group Inc
-$8.2M
113,082
+1%
减持
PGR
Progressive Corp Ohio
-$5.5M
185,998
-6%
减持
BRK/B
Berkshire Hathaway Cl B
-$4.5M
122,039
-6%
增持
PEP
Pepsico Incorporated
-$3.7M
271,118
+3%
减持
MSFT
Microsoft Corp
-$3.6M
164,753
-3%
减持
SPY
SPDR S&P 500 Index
-$3.6M
96,620
-8%
减持
RTX
Raytheon Technologies Ord
-$3.5M
470,076
-2%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$3.4M
847,675
+2%
减持
VT
Vanguard Total World Stock ETF
-$3.3M
164,182
-13%
增持
JNJ
Johnson & Johnson
-$3.1M
326,628
+5%
减持
HD
Home Depot Inc
-$3.1M
89,918
-4%
增持
MRK
Merck & Co Inc
-$3.0M
534,970
+8%
减持
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
-$2.9M
2,684
-49%
减持
MA
Mastercard Inc
+$2.6M
108,091
-2%
减持
MCD
Mc Donalds Corp
-$2.5M
110,231
-3%
减持
DUK
Duke Energy New
-$2.5M
316,728
-0%
增持
UNP
Union Pacific Corp
-$2.4M
149,836
+1%
减持
ADP
Auto Data Processing
+$2.0M
179,835
-2%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$1.8M
17,180
-55%
减持
EFA
iShares MSCI EAFE
-$1.5M
168,502
-1%
增持
CMCSA
Comcast Corp New Cl A
-$1.4M
1,200,136
+8%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$1.1M
529,279
-1%
清仓
MINT
PIMCO Enhanced Short Maturity Active ETF
-$1.1M
0
-100%
减持
AMZN
Amazon Com Inc
+$960.2K
30,453
-1%
增持
EPD
Enterprise Prd Prtnrs Lp
+$881.3K
371,864
+0%
增持
V
Visa Inc
+$856.7K
20,213
+0%
减持
AAPL
Apple Computer Inc
+$850.0K
269,976
-6%
建仓
MSTR
MicroStrategy Inc
+$768.4K
2,653
减持
ELV
Anthem Inc
-$757.2K
4,252
-5%
减持
GD
General Dynamics Corp
-$728.2K
1,902
-53%
增持
GOOGL
Alphabet Inc. Class A
+$707.7K
28,360
+1%
减持
WMT
Wal-Mart Stores Inc
+$700.5K
500,583
-9%
增持
IWS
iShares Russell Midcap Value
+$693.9K
514,623
+3%
清仓
RLI
R L I Corp
-$542.4K
0
-100%
减持
EEM
iShares MSCI Emrg Mkt Fd
-$499.4K
121,558
-0%
减持
MDLZ
Mondelez Intl Inc Cl A
-$473.5K
33,337
-0%
减持
—
Exxon Mobil Corporation
-$444.9K
33,299
-3%
清仓
SDY
Spdr Ser Tr S&P Divid Etf
-$438.2K
0
-100%
减持
DIS
Disney Walt Co
-$423.4K
1,770
-73%
减持
RJF
Raymond James Finl Inc
+$419.4K
13,416
-1%
减持
TMO
Thermo Electron Corp
-$404.4K
2,125
-13%
减持
BN
Brookfield Corporation
-$390.7K
1,071,739
-8%
减持
IVW
Ishares S&P 500 Growth
+$343.5K
59,715
-0%
减持
QQQ
PowerShares QQQ ETF
-$338.2K
2,278
-26%
减持
NEE
Nextera Energy Inc Com
-$328.0K
6,317
-32%
减持
JPM
Jpmorgan Chase & Co
+$325.4K
12,469
-1%
减持
ABBV
Abbvie Inc Com Usd0.01
-$323.4K
8,657
-8%
减持
NVDA
Nvidia Corp
-$316.6K
45,328
-14%
增持
COP
Conocophillips
-$315.0K
419,959
+5%
减持
PG
Procter & Gamble
-$294.9K
9,840
-12%
减持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
-$294.8K
3,810
-61%
增持
NEU
Newmarket Corporation
+$293.5K
1,340
+78%
减持
PM
Philip Morris Intl Inc
-$289.0K
78,906
-2%
减持
ZTS
Zoetis Inc
-$276.5K
6,269
-6%
减持
LOW
Lowes Companies Inc
-$273.9K
9,971
-1%
减持
AMGN
Amgen Incorporated
-$225.8K
3,123
-3%
减持
ORCL
Oracle Corporation
-$216.0K
13,257
-7%
减持
AMAT
Applied Materials Inc
-$212.5K
5,236
-1%
增持
AVGO
Avago Technologies Ltd
+$206.9K
3,286
+2%
减持
LMT
Lockheed Martin Corp
-$195.7K
58
-85%
减持
VUG
Vanguard Growth ETF
-$189.9K
1,166
-33%
增持
NFLX
Netflix Inc
+$184.0K
1,003
+0%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
-$182.6K
26,372
+1%
减持
ADBE
Adobe Systems Inc
-$180.6K
1,401
-10%
清仓
VCSH
Vanguard Short-Term Corp Bond ETF
-$178.4K
0
-100%
减持
MCHP
Microchip Technology Inc
-$169.0K
7,016
-1%
减持
INTU
Intuit Inc
-$168.7K
1,264
-19%
减持
PLYM
Plymouth Industrial REIT Inc
-$166.5K
32,674
-1%
增持
CSX
C S X Corp
-$161.3K
71,736
+0%
增持
KO
Coca Cola Company
-$159.0K
16,620
+0%
减持
ARCC
Ares Capital Corp
-$157.3K
4,150
-65%
减持
CTAS
Cintas Corp
-$147.8K
2,928
-12%
减持
DHR
Danaher Corp Del
-$145.8K
1,610
-13%
清仓
FSK
FS KKR Capital Corp
-$132.6K
0
-100%
减持
CI
Cigna Corp
-$130.2K
1,113
-12%
减持
CVX
Chevron Corporation
-$129.3K
10,435
-6%
减持
ESGE
iShares ESG Aware MSCI EM ETF
-$124.7K
38,614
-1%
减持
TGT
Target Corporation
-$120.7K
3,116
-10%
增持
LLY
Eli Lilly and Co
-$120.6K
1,128
+1%
增持
MS
Morgan Stanley
+$118.2K
5,432
+0%
减持
UBSI
United Bankshares Inc
-$117.1K
18,544
-15%
减持
CSCO
Cisco Systems Inc
+$114.3K
21,265
-1%
减持
BAC
Bank Of America Corp
+$113.0K
27,699
-0%
减持
HCA
Hca Inc
-$106.2K
592
-15%
减持
BAM
Brookfield Asset Management
-$104.3K
6,673
-32%
减持
WMB
Williams Companies
+$103.2K
408,431
-15%
减持
GE
General Electric Company
-$102.7K
3,639
-3%
减持
NOC
Northrop Grumman Corp
-$100.9K
594
-17%
减持
—
Eaton Corporation
-$99.0K
140
-68%
减持
SBUX
Starbucks Corp
-$97.5K
6,935
-7%
减持
IJH
iShares Core S&P Mid Cap ETF
-$93.5K
3,595
-29%
增持
AMD
Advanced Micro Devices
-$89.9K
2,146
+1%
减持
TRV
Travelers Companies Inc
-$88.5K
626
-39%
减持
EMR
Emerson Electric Co
+$84.5K
5,957
-0%
减持
SBAC
S B A Communications Cp
-$84.5K
13
-96%
减持
OEF
iShares S&P 100
-$84.4K
12,455
-6%
增持
QCOM
Qualcomm Inc
-$84.1K
6,952
+3%
减持
TXN
Texas Instruments Inc
-$83.2K
3,510
-2%
减持
FISV
Fiserv Inc
+$82.6K
3,519
-1%
减持
VIS
Vanguard Industrials ETF
-$80.0K
357
-46%
增持
VIG
Vanguard Dividend Appreciation
-$78.3K
48,062
+0%
减持
ADI
Analog Devices Inc
-$72.6K
418
-40%
增持
CAT
Caterpillar Inc
-$72.1K
2,570
+0%
减持
NSC
Norfolk Southern Corp
-$70.4K
4,908
-0%
减持
CMG
Chipotle Mexican Grill
-$69.8K
170
-88%
增持
URI
United Rentals Inc
-$68.8K
669
+0%
减持
IBM
Intl Business Machines
-$68.6K
3,787
-7%
建仓
QBTS
D WAVE QUANTUM ORD
+$67.1K
7,985
增持
HON
Honeywell International
+$65.5K
3,393
+0%
清仓
—
Brookfield Infrastructure Corp
-$64.4K
0
-100%
增持
—
Trane Technologies PLC
-$64.2K
3,415
+0%
减持
TY
Tri Continental Corp
-$63.8K
19,028
-6%
减持
ABT
Abbott Laboratories
-$61.4K
10,289
-4%
减持
NUMV
Nuveen ESG Mid-Cap Value ETF
-$60.4K
27,038
-1%
建仓
BIPC
Brookfield Infrastructure Corp
+$59.3K
1,483
减持
BLK
Blackrock Inc
+$57.7K
1,039
-2%
增持
VTI
Vanguard Total Stock Mkt
+$56.6K
5,862
+1%
增持
UVV
Universal Corp Va
+$56.1K
26,605
+1%
增持
NUE
Nucor Corp
-$55.9K
2,269
+6%
减持
—
Chubb Corporation
-$54.9K
947
-14%
减持
AVB
AvalonBay Communities Inc
-$54.4K
781
-22%
减持
FDX
Fedex Corporation
-$53.4K
180
-53%
增持
TSLA
Tesla, Inc
+$52.9K
357
+2%
增持
D
Dominion Res Inc Va New
-$51.4K
14,748
+1%
减持
KMX
Carmax Inc
-$50.7K
6,931
-13%
增持
XLV
Sector Spdr Health Fund
-$48.7K
5,383
+5%
减持
ROP
Roper Industries Inc
-$48.6K
4
-96%
减持
GS
Goldman Sachs Group Inc
+$47.4K
1,157
-7%
减持
VOT
Vanguard Mid-Cap Growth ETF
-$47.4K
129
-61%
减持
MSI
Motorola Solutions Inc Com New
-$46.7K
212
-34%
减持
EL
Lauder Estee Co Inc Cl A
-$46.5K
539
-38%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$45.4K
13,798
+4%
减持
PEG
Pub Svc Ent Group Inc
-$45.1K
116
-81%
增持
XEL
Xcel Energy Inc
+$44.1K
1,040
+160%
减持
MO
Altria Group Inc
+$42.7K
89,556
-1%
增持
META
Meta Platforms Inc
+$42.4K
1,664
+2%
减持
CL
Colgate-Palmolive Co
-$41.8K
700
-31%
增持
JAAA
Janus Henderson AAA CLO ETF
+$40.7K
1,153
+231%
增持
MU
Micron Technology Inc
-$39.3K
2,052
+0%
减持
AFL
A F L A C Inc
-$39.2K
295
-53%
减持
PYPL
Paypal Hldgs Inc
-$38.8K
127
-80%
增持
AXP
American Express Company
+$37.7K
1,430
+0%
增持
UPS
United Parcel Service B
-$36.4K
3,707
+0%
增持
VZ
Verizon Communications
-$36.3K
9,170
+2%
增持
SO
The Southern Company
-$35.9K
6,327
+2%
