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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 62
减持 70
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IEFA
iShares Core MSCI EAFE
+$75.8M
2,470,819
+43%
减持
IVV
IShares S&P 500 Index
+$34.5M
657,131
-1%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$29.5M
258,328
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。
-51%
增持
MSFT
Microsoft Corp
+$20.3M
164,411
+0%
增持
BN
Brookfield Corporation
+$10.5M
1,097,631
+0%
增持
GOOG
Alphabet Inc. Class C
+$8.5M
366,001
+1%
减持
BRK/B
Berkshire Hathaway Cl B
-$6.2M
124,907
-1%
减持
RTX
Raytheon Technologies Ord
+$6.1M
473,306
-0%
减持
PEP
Pepsico Incorporated
-$5.8M
282,763
-2%
增持
COP
Conocophillips
-$5.8M
455,963
+3%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$5.3M
847,755
+0%
减持
JNJ
Johnson & Johnson
-$4.7M
336,611
-0%
增持
AAPL
Apple Computer Inc
-$4.5M
271,983
+0%
减持
WMT
Wal-Mart Stores Inc
+$4.3M
493,542
-2%
增持
MRK
Merck & Co Inc
-$4.1M
589,400
+4%
增持
VT
Vanguard Total World Stock ETF
+$3.9M
178,195
+9%
增持
CMCSA
Comcast Corp New Cl A
+$3.7M
1,260,026
+13%
增持
IWS
iShares Russell Midcap Value
+$3.5M
515,391
+0%
减持
PGR
Progressive Corp Ohio
-$3.2M
183,438
-0%
增持
NVDA
Nvidia Corp
+$2.3M
45,365
+0%
增持
MCD
Mc Donalds Corp
-$2.2M
114,958
+0%
减持
VOO
Vanguard 500 ETF
+$1.9M
36,657
-0%
减持
PM
Philip Morris Intl Inc
+$1.4M
76,367
-3%
增持
DUK
Duke Energy New
-$1.2M
324,842
+0%
减持
MA
Mastercard Inc
+$1.2M
109,951
-1%
增持
EPD
Enterprise Prd Prtnrs Lp
-$1.1M
363,325
+0%
减持
WMB
Williams Companies
+$1.1M
426,509
-1%
减持
EFA
iShares MSCI EAFE
+$1.1M
165,959
-2%
建仓
MINT
PIMCO Enhanced Short Maturity Active ETF
+$1.0M
10,198
减持
IVW
Ishares S&P 500 Growth
+$976.6K
59,238
-1%
减持
AMZN
Amazon Com Inc
+$958.6K
33,915
-0%
减持
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
+$943.7K
2,677
-0%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$765.4K
33,677
+23%
减持
MKL
Markel Group Inc
+$761.7K
6,065
-0%
增持
UNP
Union Pacific Corp
-$724.3K
154,751
+1%
增持
GOOGL
Alphabet Inc. Class A
+$626.3K
28,471
+0%
增持
TSM
Taiwan Semiconductr Adrf
+$521.0K
2,557
+631%
减持
ADP
Auto Data Processing
+$437.6K
185,744
-0%
减持
SPY
SPDR S&P 500 Index
+$428.7K
15,811
-5%
减持
GLD
Spdr Gold TRUST
-$414.3K
1,504
-50%
减持
—
Exxon Mobil Corporation
-$409.2K
32,868
-1%
减持
ORCL
Oracle Corporation
+$373.5K
10,186
-23%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$371.3K
12,042
-30%
减持
ABBV
Abbvie Inc Com Usd0.01
-$366.3K
6,472
-13%
增持
UVV
Universal Corp Va
+$345.8K
17,793
+44%
增持
HD
Home Depot Inc
+$345.6K
93,760
+1%
减持
AVGO
Broadcom Inc
+$342.1K
3,237
-1%
减持
VIG
Vanguard Dividend Appreciation
+$324.9K
43,645
-2%
减持
OEF
iShares S&P 100
+$317.6K
11,520
-2%
增持
ETR
Entergy Corp New
+$312.7K
4,276
+755%
减持
XLK
Sector Spdr Tech Select
+$278.4K
16,348
-13%
增持
CSX
C S X Corp
+$228.0K
71,252
+0%
增持
CVX
Chevron Corporation
-$225.6K
9,603
+0%
减持
MSTR
MicroStrategy Inc
+$223.5K
2,221
-5%
减持
BAC
Bank Of America Corp
-$214.7K
19,424
-29%
减持
UNH
Unitedhealth Group Inc
-$202.2K
62
-85%
减持
JPM
Jpmorgan Chase & Co
+$195.5K
10,853
-10%
建仓
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
+$188.6K
1,975
减持
MO
Altria Group Inc
-$183.0K
88,405
-1%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$172.6K
39,458
+0%
增持
IBM
Intl Business Machines
+$172.1K
3,726
+0%
减持
FISV
Fiserv Inc
-$171.6K
3,508
-0%
增持
VTI
Vanguard Total Stock Mkt
+$156.4K
5,311
+0%
减持
CSCO
Cisco Systems Inc
+$156.0K
21,201
-1%
增持
MCHP
Microchip Technology Inc
+$155.6K
7,038
+0%
减持
UPS
United Parcel Service B
-$151.5K
2,219
-35%
增持
CVLC
CALVERT US LRG CAP RESPO INDX ETF
+$141.6K
5,276
+39%
增持
VTV
Vanguard Value ETF
+$138.9K
4,487
+18%
增持
MS
Morgan Stanley
+$132.0K
5,431
+0%
清仓
XBI
SPDR S&P Biotech ETF
-$127.9K
0
-100%
减持
QQQ
PowerShares QQQ ETF
-$127.6K
1,598
-26%
清仓
IJH
iShares Core S&P Mid Cap ETF
-$126.6K
0
-100%
减持
TGT
Target Corporation
-$121.3K
2,020
-34%
减持
LOW
Lowes Companies Inc
-$117.0K
9,947
-0%
减持
PG
Procter & Gamble
-$116.3K
9,640
-1%
减持
MCK
Mckesson Corporation
-$104.3K
518
-28%
减持
TRV
Travelers Companies Inc
-$101.7K
207
-65%
增持
COF
Capital One Financial Cp
+$98.7K
1,547
+20%
减持
KR
Kroger Company
-$97.5K
39
-97%
减持
VGT
Vanguard Information Technology ETF
+$96.8K
913
-3%
减持
THG
Hanover Insurance Group
-$88.7K
430
-54%
清仓
VIS
Vanguard Industrials ETF
-$88.4K
0
-100%
减持
V
Visa Inc
+$83.4K
20,160
-0%
减持
PFE
Pfizer Incorporated
-$80.9K
4,746
-39%
减持
NEU
Newmarket Corporation
-$80.2K
735
-29%
减持
VUG
Vanguard Growth ETF
-$79.5K
805
-31%
减持
TTC
Toro Company
-$73.8K
490
-67%
减持
NSC
Norfolk Southern Corp
+$73.7K
4,383
-1%
增持
KMX
Carmax Inc
-$71.2K
6,976
+1%
减持
IWM
Ishares Russell 2000
+$69.7K
4,361
-0%
增持
VEA
Vanguard FTSE International
+$68.4K
10,453
+1%
增持
ADBE
Adobe Systems Inc
+$66.0K
1,167
+16%
减持
ISRG
Intuitive Surgical New
+$62.4K
1,811
-3%
减持
CNI
Canadian Natl Ry Co
-$57.9K
1,065
-38%
减持
DES
WisdomTree SmallCap Dividend ETF
-$54.7K
1,769
-49%
增持
VZ
Verizon Communications
+$53.0K
10,306
+19%
减持
COST
Costco Whsl Corp New
-$44.8K
2,327
-6%
减持
MDLZ
Mondelez Intl Inc Cl A
-$44.6K
30,772
-2%
减持
BAM
Brookfield Asset Management
+$44.5K
6,649
-0%
清仓
—
Discover Financial Svcs
-$44.3K
0
-100%
减持
DIS
Disney Walt Co
+$42.3K
1,732
-1%
减持
ABT
Abbott Laboratories
-$40.1K
9,299
-5%
减持
VALQ
American Century U.S. Quality Value ETF
+$37.9K
58,619
-1%
减持
FDX
Fedex Corporation
-$37.7K
27
-85%
减持
APD
Air Prod & Chemicals Inc
-$36.4K
1,457
-4%
增持
UBSI
United Bankshares Inc
+$34.8K
18,654
+0%
建仓
IVT
InvenTrust Properties Corp.
+$34.3K
1,250
增持
SBUX
Starbucks Corp
-$33.4K
5,193
+0%
减持
PAYX
Paychex Inc
-$33.1K
2,753
-2%
增持
AGG
Ishares Barclays Aggregate Bond
+$32.8K
4,470
+8%
增持
IYH
iShares US Healthcare
+$32.2K
11,674
+13%
减持
TFC
Truist Finl Corp Com
+$31.8K
39,199
-2%
增持
INTC
Intel Corp
+$31.7K
9,198
+20%
清仓
AGOX
ADAPTIVE ALPHA OPPORTUNIT ETF
-$30.0K
0
-100%
建仓
CHTR
Charter Communications Inc
+$29.4K
72
减持
ALB
Albemarle Corp
-$28.2K
3,000
-0%
减持
NEE
Nextera Energy Inc Com
-$26.1K
5,985
-4%
增持
VXUS
Vanguard Total International Stock ETF
+$25.8K
3,609
+0%
增持
PNC
Pnc Finl Services Gp Inc
+$25.6K
1,933
+2%
增持
VBR
Vanguard Small-Cap Value ETF
+$24.0K
183
+190%
清仓
PSX
Phillips
-$22.5K
0
-100%
增持
HCA
Hca Inc
+$22.3K
591
+0%
减持
ITW
Illinois Tool Works Inc
-$22.3K
2,908
-3%
清仓
MDU
M D U Resources Group
-$22.0K
0
-100%
建仓
CRS
Carpenter Technology Cp
+$20.7K
75
增持
ETSY
Etsy Inc com
+$20.6K
490
+476%
增持
NVS
Novartis A G Spon Adr
+$20.5K
1,556
+3%
减持
NUE
Nucor Corp
+$18.9K
2,248
-1%
增持
FAST
Fastenal Co
+$18.8K
8,726
+95%
建仓
VBK
Vanguard Small-Cap Growth ETF
+$16.6K
60
增持
F
Ford Motor Company New
+$16.5K
16,276
+2%
建仓
ESGV
Vanguard ESG US Stock ETF
+$16.0K
146
增持
—
NXP Semiconductors NV
+$15.3K
531
+0%
减持
DIA
Diamonds TRUST Series I
-$15.3K
600
-10%
增持
VOOV
Vanguard S&P 500 Value ETF
+$12.0K
2,330
+0%
增持
VICI
VICI Properties Inc
+$11.4K
2,200
+19%
清仓
SOXX
iShares PHLX Semiconductor ETF
-$11.3K
0
-100%
增持
SO
The Southern Company
+$10.7K
6,229
+2%
增持
TMUS
T-Mobile Us Inc
+$9.8K
48
+700%
建仓
VSGX
Vanguard World Fd Esg International Stock Etf
+$9.8K
150
增持
—
Brookfield Infra Ptnrs
+$9.5K
950
+27%
增持
—
Accenture Ltd Cl A
-$9.1K
707
+0%
增持
RIO
Companhia Vale Do Adr
+$8.4K
453
+51%
建仓
WELL
Welltower Inc Com
+$8.0K
52
增持
T
A T & T Inc New
+$8.0K
9,643
+1%
增持
—
Unilever Plc Adr New
+$7.8K
2,274
+3%
增持
D
Dominion Res Inc Va New
+$7.8K
14,508
+0%
增持
ES
Eversource Energy
+$7.6K
900
+13%
增持
—
LUCID GROUP ORD
+$7.0K
16,500
+43%
建仓
—
Astrazeneca Plc Adr
+$6.9K
99
