小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 63
减持 67
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CMCSA
Comcast Corp New Cl A
-$44.9M
3,789
-100%
增持
AMZN
Amazon Com Inc
+$42.3M
226,755
+569%
增持
JPM
Jpmorgan Chase & Co
+$42.3M
144,056
+1227%
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。
减持
PEP
Pepsico Incorporated
-$34.6M
19,265
-93%
减持
IVV
IShares S&P 500 Index
+$30.7M
655,545
-0%
减持
GOOG
Alphabet Inc. Class C
+$24.1M
365,389
-0%
增持
IEFA
iShares Core MSCI EAFE
+$17.5M
2,563,337
+4%
增持
AAPL
Apple Computer Inc
+$14.5M
275,930
+1%
增持
JNJ
Johnson & Johnson
+$11.3M
338,057
+0%
减持
RTX
Raytheon Technologies Ord
+$9.1M
467,124
-1%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$7.0M
878,336
+4%
减持
BN
Brookfield Corporation
+$7.0M
1,092,033
-1%
增持
IWS
iShares Russell Midcap Value
+$5.2M
524,534
+2%
增持
MRK
Merck & Co Inc
+$4.9M
614,097
+4%
增持
HD
Home Depot Inc
+$4.5M
95,997
+2%
增持
COP
Conocophillips
+$4.3M
478,364
+5%
增持
MSFT
Microsoft Corp
+$4.2M
165,930
+1%
增持
MKL
Markel Group Inc
+$3.3M
8,052
+33%
增持
PGR
Progressive Corp Ohio
-$3.0M
186,273
+2%
增持
WMT
Wal-Mart Stores Inc
+$2.8M
495,353
+0%
减持
ITOT
iShares Core S&P Total US Stock Mkt
+$2.7M
257,964
-0%
建仓
SPHQ
Invesco S&P 500 Quality ETF
+$2.5M
34,774
增持
BRK/B
Berkshire Hathaway Cl B
+$2.5M
125,644
+1%
减持
VALQ
American Century U.S. Quality Value ETF
-$2.4M
19,860
-66%
增持
SPY
SPDR S&P 500 Index
+$2.3M
18,101
+14%
增持
UNP
Union Pacific Corp
+$2.2M
159,999
+3%
增持
MCD
Mc Donalds Corp
+$2.1M
117,591
+2%
减持
GOOGL
Alphabet Inc. Class A
+$1.9M
28,343
-0%
减持
DUK
Duke Energy New
+$1.8M
324,165
-0%
增持
ADP
Auto Data Processing
-$1.7M
189,380
+2%
增持
VT
Vanguard Total World Stock ETF
+$1.7M
178,346
+0%
减持
VOO
Vanguard 500 ETF
+$1.4M
36,369
-1%
减持
ACWX
iShares MSCI ACWI ex US ETF
+$1.2M
308,971
-0%
清仓
MINT
PIMCO Enhanced Short Maturity Active ETF
-$1.0M
0
-100%
清仓
MSTR
MicroStrategy Inc
-$897.8K
0
-100%
增持
IVW
Ishares S&P 500 Growth
+$775.5K
60,450
+2%
增持
WMB
Williams Companies
+$773.5K
435,083
+2%
增持
MA
Mastercard Inc
+$770.3K
109,977
+0%
建仓
RPC
P10 Inc. Class A
+$710.2K
65,277
减持
NVDA
Nvidia Corp
+$682.2K
42,070
-7%
减持
MO
Altria Group Inc
+$622.2K
87,880
-1%
清仓
PLYM
Plymouth Industrial REIT Inc
-$524.7K
0
-100%
减持
VIG
Vanguard Dividend Appreciation
+$355.9K
43,045
-1%
减持
OEF
iShares S&P 100
+$322.2K
11,502
-0%
增持
ABBV
Abbvie Inc Com Usd0.01
+$297.7K
6,474
+0%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$272.0K
35,240
+5%
减持
ISRG
Intuitive Surgical New
-$222.9K
1,702
-6%
增持
EPD
Enterprise Prd Prtnrs Lp
+$222.4K
367,415
+1%
减持
INTU
Intuit Inc
-$218.2K
1,084
-11%
增持
CSX
C S X Corp
+$205.2K
71,253
+0%
增持
NSC
Norfolk Southern Corp
+$194.8K
4,384
+0%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$192.2K
40,023
+1%
减持
UBSI
United Bankshares Inc
-$189.1K
13,182
-29%
增持
VO
Vanguard Mid-Cap ETF
+$189.0K
8,619
+3%
减持
VHT
Vanguard Health Care ETF
-$180.5K
512
-59%
增持
—
Exxon Mobil Corporation
+$174.0K
32,968
+0%
增持
SCHG
Schwab US Large-Cap Growth ETF
+$170.7K
6,132
+616%
减持
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
-$168.6K
198
-90%
增持
XLV
Sector Spdr Health Fund
+$164.6K
6,396
+19%
减持
AVGO
Broadcom Inc
+$163.1K
3,199
-1%
减持
FISV
Fiserv Inc
-$158.8K
3,459
-1%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$155.1K
14,037
+2%
增持
VTI
Vanguard Total Stock Mkt
+$152.0K
5,382
+1%
减持
URI
United Rentals Inc
+$132.7K
667
-0%
增持
TFC
Truist Finl Corp Com
+$116.5K
39,407
+1%
增持
IWM
Ishares Russell 2000
+$115.8K
4,368
+0%
减持
F
Ford Motor Company New
-$103.3K
6,130
-62%
减持
KO
Coca Cola Company
-$100.4K
16,275
-2%
增持
MS
Morgan Stanley
+$99.1K
5,436
+0%
减持
—
Accenture Ltd Cl A
-$90.5K
489
-31%
减持
INTC
Intel Corp
+$85.8K
8,698
-5%
减持
AUB
Atlantic Un Bankshares Corp
+$81.2K
21,089
-1%
建仓
TOST
Toast Inc
+$80.3K
2,200
减持
PG
Procter & Gamble
-$74.6K
9,511
-1%
增持
D
Dominion Res Inc Va New
+$68.7K
14,528
+0%
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$68.4K
25,665
+0%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$66.9K
1,337
减持
UPS
United Parcel Service B
-$62.9K
1,929
-13%
减持
APH
Amphenol Corp Cl A
+$62.7K
3,189
-5%
增持
META
Meta Platforms Inc
+$55.9K
1,734
+5%
增持
TSLA
Tesla, Inc
+$51.8K
340
+9%
减持
ADBE
Adobe Systems Inc
-$49.4K
1,140
-2%
减持
—
Chubb Corporation
-$48.9K
787
-16%
减持
IBM
Intl Business Machines
-$47.3K
3,725
-0%
减持
ZTS
Zoetis Inc
-$46.0K
4,514
-0%
增持
AMD
Advanced Micro Devices
+$43.0K
2,148
+0%
减持
CRM
Salesforce Com
-$42.8K
787
-6%
建仓
FETH
Fidelity Ethereum Fund ETF
+$41.5K
1,000
建仓
LCID
LUCID GROUP ORD
+$39.3K
1,650
建仓
SPYM
SPDR Portfolio S&P 500 ETF
+$37.9K
484
增持
SBUX
Starbucks Corp
-$36.4K
5,195
+0%
减持
DEO
Diageo Plc New Adr
-$35.6K
4,086
-3%
清仓
—
LUCID GROUP ORD
-$34.8K
0
-100%
增持
AEP
Amer Electric Pwr Co Inc
+$33.8K
1,493
+15%
清仓
TROW
Rowe T Price Group Inc
-$33.3K
0
-100%
增持
UVV
Universal Corp Va
-$27.2K
18,062
+2%
增持
VOOV
Vanguard S&P 500 Value ETF
+$26.7K
2,338
+0%
减持
VGT
Vanguard Information Technology ETF
-$26.2K
776
-15%
减持
GM
General Motors Corp
-$25.8K
879
-46%
减持
CSCO
Cisco Systems Inc
-$25.5K
21,126
-0%
减持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
+$25.5K
3,597
-0%
减持
DHR
Danaher Corp Del
-$25.4K
1,365
-9%
减持
LLY
Eli Lilly and Co
-$24.9K
1,081
-1%
减持
VEA
Vanguard FTSE International
+$24.3K
10,350
-1%
建仓
SPYG
SPDR S&P 500 Growth
+$23.3K
223
增持
SPYV
SPDR Portfolio S&P 500 Value ETF
+$22.8K
2,494
+13%
减持
VRTX
Vertex Pharmaceuticals Inc
-$22.4K
3
-94%
增持
APP
APPLOVIN CORP CL A
+$21.2K
49
+26%
减持
HCA
Hca Inc
+$20.1K
578
-2%
减持
WM
Waste Management, INC.
-$18.2K
1,843
-1%
增持
VWO
Vanguard Emerging Market
+$17.8K
1,588
+15%
减持
BLK
Blackrock Inc
+$17.8K
944
-9%
减持
DIS
Disney Walt Co
-$17.6K
1,722
-1%
增持
VNQ
Vanguard Reit
+$14.9K
5,725
+0%
增持
CTRE
CareTrust REIT Inc
+$13.3K
1,000
+43%
增持
VICI
VICI Properties Inc
+$13.1K
2,600
+18%
减持
USB
U S Bancorp Del New
-$11.8K
225
-55%
减持
BAM
Brookfield Asset Management
+$11.0K
6,648
-0%
建仓
IJH
iShares Core S&P Mid Cap ETF
+$10.8K
165
减持
NEE
Nextera Energy Inc Com
+$10.7K
5,646
-6%
增持
PLTR
Palantir Technologies Inc
+$10.7K
72
+300%
增持
DTE
D T E Energy Company
+$10.7K
450
+13%
建仓
—
Titan America SA
+$10.3K
692
减持
WFC
Wells Fargo & Co New
-$10.1K
1,606
-11%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$9.9K
11,162
-7%
建仓
JQUA
JPMorgan US Quality Factor ETF
+$9.6K
153
增持
AGG
Ishares Barclays Aggregate Bond
+$9.1K
4,515
+1%
增持
IJR
Ishares S&P Smallcap Core ETF
+$8.7K
265
+27%
减持
MRSH
Marsh & Mc Lennan Co Inc
-$8.4K
324
-4%
减持
T
A T & T Inc New
-$8.4K
9,586
-1%
清仓
HASI
HA Sustainable Infrastructure Capital Inc
-$8.1K
0
-100%
增持
—
Brookfield Renewable Partners LP
+$7.4K
354
+413%
增持
VEU
Vanguard Intl Eqty Index
+$6.9K
1,593
+0%
减持
ET
Energy Transfer Equity LP
-$6.1K
5,100
-1%
增持
STWD
Starwood Property Trust Inc.
+$6.1K
1,610
+29%
减持
DVN
Devon Energy Cp New
-$5.7K
200
-50%
增持
PTY
Pimco Corporate Opportunity Fund
+$5.2K
1,920
+19%
减持
BDX
Becton Dickinson & Co
-$4.6K
267
-16%
减持
CVLC
CALVERT US LRG CAP RESPO INDX ETF
-$4.6K
4,876
-8%
减持
FSTA
Fidelity MSCI Consumer Staples ETF
-$4.2K
162
-33%
增持
LULU
Lululemon Athletica Inc
+$4.1K
51
+143%
减持
CMG
Chipotle Mexican Grill
-$4.1K
140
-18%
减持
VXUS
Vanguard Total International Stock ETF
+$4.0K
3,449
-4%
增持
VOT
Vanguard Mid-Cap Growth ETF
+$3.9K
138
+7%
建仓
QXO
QXO Inc
+$3.8K
200
减持
WBD
WARNER BROS. DISCOVERY SRS A ORD WI
-$3.8K
255
-67%
建仓
GUNR
FlexShares Mstar Glbl Upstrm Nat Res ETF
+$3.5K
80
减持
—
Willis Towers Watson
-$3.3K
127
-18%
减持
RGTI
RIGETTI COMPUTING ORD
+$3.3K
210
-17%
建仓
XSOE
WisdomTree EmMkts ex-Stt-Ownd EntrprsETF
+$3.2K
84
