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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 30
减持 100
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
UNH
Unitedhealth Group Inc
-$57.0M
423
-100%
减持
SPY
SPDR S&P 500 Index
-$47.3M
16,697
-83%
增持
IVV
IShares S&P 500 Index
+$20.0M
664,726
+11%
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
VOO
Vanguard 500 ETF
+$15.0M
36,724
+417%
增持
BRK/B
Berkshire Hathaway Cl B
+$11.6M
125,555
+3%
增持
GOOG
Alphabet Inc. Class C
-$9.8M
361,027
+4%
增持
JNJ
Johnson & Johnson
+$8.8M
338,120
+4%
减持
IEFA
iShares Core MSCI EAFE
+$8.7M
1,725,079
-0%
增持
RTX
Raytheon Technologies Ord
+$8.6M
475,626
+1%
减持
MSFT
Microsoft Corp
-$8.0M
163,713
-1%
减持
PGR
Progressive Corp Ohio
+$7.6M
184,233
-1%
增持
AAPL
Apple Computer Inc
-$7.3M
271,668
+1%
增持
DUK
Duke Energy New
+$5.4M
324,092
+2%
增持
COP
Conocophillips
+$5.1M
444,823
+6%
增持
ADP
Auto Data Processing
+$4.2M
186,057
+3%
增持
BN
Brookfield Corporation
-$4.1M
1,095,778
+2%
增持
MCD
Mc Donalds Corp
+$3.9M
114,724
+4%
减持
CMCSA
Comcast Corp New Cl A
-$3.8M
1,117,521
-7%
增持
MA
Mastercard Inc
+$3.7M
110,594
+2%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$3.7M
527,685
-0%
增持
WMB
Williams Companies
+$3.6M
429,494
+5%
减持
PM
Philip Morris Intl Inc
+$3.0M
78,591
-0%
增持
MRK
Merck & Co Inc
-$2.5M
565,494
+6%
建仓
BRK/A
Berkshire Hathaway Inc A
+$2.4M
3
增持
UNP
Union Pacific Corp
+$2.2M
153,782
+3%
清仓
—
1/100 Berkshire Htwy Cla
-$2.0M
0
-100%
减持
IWS
iShares Russell Midcap Value
-$1.9M
513,175
-0%
增持
PEP
Pepsico Incorporated
+$1.9M
287,719
+6%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
+$1.3M
845,008
-0%
增持
WMT
Wal-Mart Stores Inc
-$1.2M
501,111
+0%
减持
NVDA
Nvidia Corp
-$1.2M
45,325
-0%
减持
MKL
Markel Group Inc
-$1.1M
6,072
-16%
减持
EFA
iShares MSCI EAFE
+$1.0M
168,492
-0%
增持
GOOGL
Alphabet Inc. Class A
-$977.5K
28,395
+0%
增持
HD
Home Depot Inc
-$946.9K
92,855
+3%
减持
VIG
Vanguard Dividend Appreciation
-$804.1K
44,373
-8%
减持
UVV
Universal Corp Va
-$768.5K
12,319
-54%
减持
EPD
Enterprise Prd Prtnrs Lp
+$740.3K
363,268
-2%
减持
V
Visa Inc
+$686.3K
20,186
-0%
减持
MO
Altria Group Inc
+$683.3K
89,406
-0%
减持
XLK
Sector Spdr Tech Select
-$630.0K
18,701
-3%
增持
IVW
Ishares S&P 500 Growth
-$517.4K
59,738
+0%
增持
VALQ
American Century U.S. Quality Value ETF
+$472.1K
59,207
+15%
减持
COST
Costco Whsl Corp New
-$423.3K
2,483
-18%
减持
OEF
iShares S&P 100
-$409.1K
11,773
-5%
减持
—
Exxon Mobil Corporation
+$370.4K
33,233
-0%
减持
ELV
Elevance Health Inc
-$353.7K
2,793
-34%
减持
TMO
Thermo Electron Corp
-$296.4K
1,626
-23%
减持
ZTS
Zoetis Inc
-$275.5K
4,530
-28%
减持
IWM
Ishares Russell 2000
-$268.1K
4,368
-15%
建仓
CVLC
CALVERT US LRG CAP RESPO INDX ETF
+$262.2K
3,804
减持
VT
Vanguard Total World Stock ETF
-$253.5K
164,162
-0%
减持
VTI
Vanguard Total Stock Mkt
-$241.3K
5,304
-10%
减持
ADBE
Adobe Systems Inc
-$237.5K
1,005
-28%
减持
TXN
Texas Instruments Inc
-$234.8K
2,356
-33%
减持
HON
Honeywell International
-$234.5K
2,512
-26%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$231.3K
27,412
+4%
清仓
SBRA
Sabra Health Care REIT Inc
-$224.7K
0
-100%
减持
CSX
C S X Corp
-$218.0K
71,251
-1%
减持
IWB
Ishares Tr Russell
-$203.5K
3,548
-12%
减持
AMGN
Amgen Incorporated
-$199.3K
1,973
-37%
增持
AMZN
Amazon Com Inc
-$199.1K
34,069
+12%
减持
VOOV
Vanguard S&P 500 Value ETF
-$198.2K
2,322
-32%
清仓
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
-$184.5K
0
-100%
增持
T
A T & T Inc New
+$183.7K
9,586
+150%
减持
IWR
Ishares Russell Midcap
-$181.8K
22,305
-5%
减持
BX
Blackstone Group LP
-$168.4K
4,584
-2%
减持
QQQ
PowerShares QQQ ETF
-$155.5K
2,152
-6%
减持
—
Accenture Ltd Cl A
-$154.2K
706
-34%
减持
IWP
Ishares Russell Midcap Growth
-$151.5K
5,652
-12%
减持
KO
Coca Cola Company
+$149.5K
16,536
-1%
减持
DEO
Diageo Plc New Adr
-$146.1K
4,220
-9%
减持
AMAT
Applied Materials Inc
-$146.1K
4,861
-7%
减持
AUB
Atlantic Un Bankshares Corp
-$144.7K
21,196
-0%
减持
BND
Vanguard Bond Index Fund
-$142.0K
0
-100%
清仓
IGF
iShares Global Infrastructure ETF
-$141.8K
0
-100%
减持
ABT
Abbott Laboratories
+$141.1K
9,837
-4%
减持
LOW
Lowes Companies Inc
-$136.9K
9,964
-0%
减持
WM
Waste Management, INC.
-$136.1K
1,858
-34%
减持
MDLZ
Mondelez Intl Inc Cl A
+$128.7K
31,244
-6%
清仓
XLC
Communication Services Sel Sect SPDRETF
-$126.9K
0
-100%
减持
SBUX
Starbucks Corp
-$123.6K
5,192
-25%
减持
GE
General Electric Company
+$120.8K
3,636
-0%
减持
AVB
AvalonBay Communities Inc
-$120.7K
238
-70%
减持
NEU
Newmarket Corporation
-$120.0K
1,038
-23%
减持
IWN
Ishares Russell 2000 Value ETF
-$113.2K
3,600
-10%
减持
—
Trane Technologies PLC
-$112.4K
3,410
-0%
减持
VB
Vanguard Small Cap
-$106.6K
373
-53%
建仓
MGC
Vanguard Mega Cap ETF
+$105.9K
526
减持
NSC
Norfolk Southern Corp
-$103.6K
4,426
-10%
减持
TGT
Target Corporation
-$100.6K
3,072
-1%
减持
IJH
iShares Core S&P Mid Cap ETF
-$97.4K
2,170
-40%
清仓
SCHW
The Charles Schwab Corp
-$97.2K
0
-100%
减持
GS
Goldman Sachs Group Inc
-$95.5K
1,038
-10%
减持
MSTR
MicroStrategy Inc
-$94.1K
2,339
-12%
减持
IBM
Intl Business Machines
+$93.8K
3,725
-2%
减持
APD
Air Prod & Chemicals Inc
-$93.4K
1,517
-19%
减持
TFC
Truist Finl Corp Com
-$93.0K
40,180
-0%
减持
UPS
United Parcel Service B
-$92.0K
3,414
-8%
减持
CVX
Chevron Corporation
+$89.2K
9,568
-8%
减持
BLK
Blackrock Inc
-$88.6K
1,032
-1%
减持
NVO
Novo-Nordisk A-S Adr
-$86.2K
1,050
-43%
减持
CAT
Caterpillar Inc
-$85.4K
2,568
-0%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$83.7K
39,285
+2%
减持
BAC
Bank Of America Corp
-$83.5K
27,171
-2%
清仓
HUN
Huntsman Corporation
-$81.1K
0
-100%
清仓
QUAL
iShares Edge MSCI USA Quality Factor ETF
-$77.5K
0
-100%
减持
MCK
Mckesson Corporation
+$73.0K
719
-0%
减持
THG
Hanover Insurance Group
-$67.1K
930
-37%
清仓
CME
Chicago Mercantile Exch
-$66.4K
0
-100%
减持
CTAS
Cintas Corp
+$66.0K
2,924
-0%
减持
TSLA
Tesla, Inc
-$63.1K
313
-12%
减持
DHR
Danaher Corp Del
-$62.5K
1,499
-7%
减持
XLB
Sector Spdr Materials Fd
-$59.3K
850
-46%
减持
PFE
Pfizer Incorporated
-$57.4K
7,734
-19%
减持
CRM
Salesforce Com
-$57.1K
840
-1%
增持
CSCO
Cisco Systems Inc
+$56.0K
21,308
+0%
减持
FISV
Fiserv Inc
+$53.6K
3,516
-0%
减持
VO
Vanguard Mid-Cap ETF
-$53.2K
8,372
-0%
减持
ISRG
Intuitive Surgical New
-$52.3K
1,861
-0%
增持
UBSI
United Bankshares Inc
-$51.6K
18,596
+0%
减持
MS
Morgan Stanley
-$49.8K
5,426
-0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$48.2K
817
+528%
减持
USB
U S Bancorp Del New
-$47.2K
500
-65%
减持
INTU
Intuit Inc
-$47.1K
1,217
-4%
减持
ALB
Albemarle Corp
-$43.6K
3,002
-1%
清仓
CHRW
C H Robinson Worldwd New
-$41.3K
0
-100%
减持
AXP
American Express Company
-$40.7K
1,426
-0%
减持
SO
The Southern Company
+$40.4K
6,104
-4%
清仓
EL
Lauder Estee Co Inc Cl A
-$40.4K
0
-100%
减持
NFLX
Netflix Inc
+$39.5K
1,001
-0%
减持
ADM
Archer-Daniels-Midlnd Co
-$39.0K
90
-89%
减持
GILD
Gilead Sciences Inc
+$38.8K
2,254
-3%
减持
BAM
Brookfield Asset Management
-$38.5K
6,668
-0%
减持
PNC
Pnc Finl Services Gp Inc
-$38.5K
1,904
-2%
减持
JPM
Jpmorgan Chase & Co
-$38.2K
12,029
-4%
减持
SRE
Sempra Energy
-$37.8K
2,042
-2%
减持
DOV
Dover Corporation
-$36.8K
1,905
-4%
清仓
ACM
Aecom Technology Corp
-$34.7K
0
-100%
增持
VEA
Vanguard FTSE International
+$33.3K
10,378
+0%
减持
BR
Broadridge Finl Solution
+$33.1K
2,130
-0%
减持
USMV
iShares MSCI USA Minimum Volatility
-$31.4K
180
-67%
清仓
GINN
Goldman Sachs Innovate Equity ETF
-$31.2K
0
-100%
清仓
AFL
A F L A C Inc
-$30.5K
0
-100%
建仓
AGOX
ADAPTIVE ALPHA OPPORTUNIT ETF
+$30.0K
1,226
减持
DE
Deere & Co
+$29.5K
665
-0%
清仓
GSLC
Goldman Sachs ActiveBeta US LgCp Eq ETF
-$29.5K
0
-100%
减持
LLY
Eli Lilly and Co
+$29.4K
1,090
-3%
减持
ABBV
Abbvie Inc Com Usd0.01
+$29.2K
7,482
-14%
清仓
ECL
Ecolab Inc
-$29.1K
0
-100%
