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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 56
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
PHYS
Sprott Physical Gold Trust Unit
+$169.7M
5,138,572
增持
IEFA
iShares Core MSCI EAFE
+$31.9M
2,858,755
+12%
减持
GOOG
Alphabet Inc. Class C
+$20.4M
348,675
-5%
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
IVV
IShares S&P 500 Index
+$14.9M
662,356
+1%
减持
MRK
Merck & Co Inc
+$12.7M
610,573
-1%
增持
AMZN
Amazon Com Inc
+$12.0M
267,515
+18%
减持
JNJ
Johnson & Johnson
+$6.7M
335,135
-1%
增持
APH
Amphenol Corp Cl A
+$5.2M
41,764
+1210%
增持
MA
Mastercard Inc
+$5.1M
118,584
+8%
减持
RTX
Raytheon Technologies Ord
+$4.6M
451,381
-3%
建仓
IVE
Ishares S&P 500 Value
+$4.0M
19,058
增持
HD
Home Depot Inc
-$3.9M
101,584
+6%
减持
AAPL
Apple Computer Inc
+$3.9M
272,807
-1%
建仓
SCHW
The Charles Schwab Corp
+$3.8M
37,927
增持
JPM
Jpmorgan Chase & Co
+$3.3M
151,264
+5%
减持
WMT
Wal-Mart Stores Inc
+$3.2M
487,266
-2%
增持
—
Eaton Corporation
+$3.1M
9,994
+7358%
增持
IWS
iShares Russell Midcap Value
+$2.9M
539,682
+3%
增持
PGR
Progressive Corp Ohio
-$2.7M
190,238
+2%
建仓
CDNS
Cadence Design System
+$2.5M
8,030
增持
TJX
T J X Cos Inc
+$2.5M
17,238
+1498%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$2.4M
896,439
+2%
建仓
IQV
Iqvia Hldgs Inc
+$2.4M
10,439
减持
DUK
Duke Energy New
-$2.1M
323,963
-0%
建仓
COO
Cooper Companies New
+$2.1M
25,348
增持
GOOGL
Alphabet Inc. Class A
+$2.0M
28,467
+0%
建仓
ROP
Roper Industries Inc
+$2.0M
4,520
建仓
FICO
Fair Isaac Corp
+$2.0M
1,160
减持
MKL
Markel Group Inc
+$1.7M
7,965
-1%
增持
NVDA
Nvidia Corp
+$1.6M
50,831
+21%
增持
ADP
Auto Data Processing
-$1.6M
209,836
+11%
增持
MSFT
Microsoft Corp
+$1.6M
181,016
+9%
减持
V
Visa Inc
-$1.6M
15,124
-25%
增持
CTAS
Cintas Corp
+$1.6M
11,473
+292%
建仓
MDY
Mid Cap S P D R TRUST
+$1.5M
2,560
建仓
ECL
Ecolab Inc
+$1.5M
5,813
建仓
IWF
Ishares Russell 1000 Growth
+$1.4M
3,027
增持
SPHQ
Invesco S&P 500 Quality ETF
+$1.4M
52,185
+50%
增持
WMB
Williams Companies
-$1.3M
436,298
+0%
建仓
XLE
Sector Spdr Engy Select
+$1.3M
29,601
增持
ZTS
Zoetis Inc
+$1.3M
15,714
+248%
增持
MSI
Motorola Solutions Inc Com New
+$1.3M
3,637
+1624%
增持
AJG
Arthur J Gallagher & Co
+$1.3M
6,687
+346%
建仓
MINT
PIMCO Enhanced Short Maturity Active ETF
+$1.2M
11,604
增持
MCD
Mc Donalds Corp
+$799.7K
119,538
+2%
增持
BN
Brookfield Corporation
-$762.9K
1,615,356
+48%
减持
MO
Altria Group Inc
-$751.1K
87,656
-0%
增持
COP
Conocophillips
+$677.1K
490,606
+3%
清仓
FFXDF
Fairfax India Ho-Sub Com Sub Vtg Shs Isi
-$624.5K
0
-100%
建仓
MUB
Ishares S&P National AMT-Free
+$605.0K
5,648
减持
EFA
iShares MSCI EAFE
+$437.2K
165,915
-0%
减持
VNQ
Vanguard Reit
-$413.1K
1,246
-78%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$394.7K
38,609
+10%
减持
BRK/B
Berkshire Hathaway Cl B
-$375.2K
125,066
-0%
增持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$373.3K
14,059
+26%
减持
PM
Philip Morris Intl Inc
-$349.9K
75,043
-2%
减持
GD
General Dynamics Corp
-$318.4K
849
-52%
减持
FISV
Fiserv Inc
-$309.3K
2,035
-41%
减持
MDLZ
Mondelez Intl Inc Cl A
-$284.7K
30,423
-1%
建仓
IAU
Ishares Comex Gold Trust ETF
+$282.9K
3,485
增持
GLDM
SPDR Gold MiniShares
+$265.5K
22,789
+4%
增持
NFLX
Netflix Inc
-$261.6K
10,010
+900%
减持
LLY
Eli Lilly and Co
+$256.3K
1,006
-7%
减持
VYM
Vanguard Index Funds Vanguard High Dividend Yield
-$248.9K
1,798
-50%
建仓
BITU
ProShares Ultra Bitcoin ETF
+$243.0K
11,000
减持
—
Exxon Mobil Corporation
+$239.5K
32,879
-0%
减持
COST
Costco Whsl Corp New
-$230.9K
2,230
-4%
减持
CAT
Caterpillar Inc
+$220.0K
2,523
-2%
减持
RJF
Raymond James Finl Inc
-$198.1K
13,186
-2%
增持
XLV
Sector Spdr Health Fund
+$196.9K
7,022
+10%
减持
NEU
Newmarket Corporation
-$176.4K
629
-14%
减持
ADBE
Adobe Systems Inc
-$170.1K
663
-42%
建仓
LOWV
AB US Low Volatility Equity ETF
+$164.9K
2,105
增持
UNP
Union Pacific Corp
-$159.2K
162,804
+2%
增持
IVW
Ishares S&P 500 Growth
+$155.5K
60,466
+0%
增持
VGT
Vanguard Information Technology ETF
+$147.4K
964
+24%
清仓
—
Unilever Plc Adr New
-$134.8K
0
-100%
减持
VO
Vanguard Mid-Cap ETF
-$133.2K
8,264
-4%
建仓
UL
Unilever Plc Adr New
+$128.1K
1,959
增持
IYH
iShares US Healthcare
+$119.7K
12,368
+6%
减持
CSCO
Cisco Systems Inc
+$107.6K
20,161
-5%
增持
MS
Morgan Stanley
+$101.7K
5,440
+0%
增持
XLK
Sector Spdr Tech Select
+$99.4K
32,696
+100%
减持
VALQ
American Century U.S. Quality Value ETF
-$98.3K
17,870
-10%
增持
BAC
Bank Of America Corp
+$93.5K
19,920
+3%
减持
PEP
Pepsico Incorporated
-$90.2K
18,223
-5%
减持
WM
Waste Management, INC.
-$88.4K
1,450
-21%
减持
PICK
iShares MSCI Global Mtls&Mng Prdcrs ETF
-$84.3K
8,500
-27%
建仓
AKRE
PROFESSIONALLY MANAGED ETF
+$83.5K
1,275
清仓
TOST
Toast Inc
-$80.3K
0
-100%
减持
TFC
Truist Finl Corp Com
+$79.6K
38,230
-3%
减持
VIG
Vanguard Dividend Appreciation
+$75.0K
42,605
-1%
增持
CRM
Salesforce Com
+$74.2K
984
+25%
减持
INTU
Intuit Inc
-$69.8K
1,012
-7%
增持
DOV
Dover Corporation
+$68.2K
1,977
+4%
增持
IBM
Intl Business Machines
+$64.5K
3,766
+1%
减持
VOO
Vanguard 500 ETF
+$64.0K
35,615
-2%
减持
EPD
Enterprise Prd Prtnrs Lp
+$63.5K
360,341
-2%
减持
PFE
Pfizer Incorporated
-$60.1K
2,441
-49%
增持
KO
Coca Cola Company
+$58.6K
16,278
+0%
减持
AMGN
Amgen Incorporated
+$58.2K
1,879
-5%
增持
VTI
Vanguard Total Stock Mkt
+$56.9K
5,438
+1%
建仓
BITX
2x Bitcoin Strategy ETF
+$55.5K
2,000
建仓
XLP
Sector Spdr Tr Con Stpls
+$54.0K
695
减持
TY
Tri Continental Corp
-$53.6K
18,168
-5%
增持
CSX
C S X Corp
+$52.8K
71,254
+0%
建仓
AB
Alliancebernstein Hldg
+$51.9K
1,350
建仓
DNP
DNP Select Income
+$50.6K
5,063
建仓
RBRK
Rubrik Inc
+$47.4K
620
减持
ARCC
Ares Capital Corp
-$47.3K
1,800
-56%
减持
CVX
Chevron Corporation
-$46.7K
9,478
-1%
减持
KMX
Carmax Inc
-$44.6K
6,946
-0%
减持
COF
Capital One Financial Cp
+$44.6K
1,541
-0%
清仓
AVB
AvalonBay Communities Inc
-$44.0K
0
-100%
增持
AGG
Ishares Barclays Aggregate Bond
+$43.1K
4,962
+10%
减持
PAYX
Paychex Inc
-$42.4K
2,733
-1%
减持
ITW
Illinois Tool Works Inc
-$42.1K
2,751
-0%
增持
UVV
Universal Corp Va
-$40.9K
18,356
+2%
增持
GE
General Electric Company
+$37.0K
3,671
+1%
增持
D
Dominion Res Inc Va New
-$36.3K
14,548
+0%
建仓
PDI
PIMCO Dynamic Income
+$35.4K
2,000
建仓
XRNPX
Cohen & Steers REIT & Preferred Income
+$34.9K
1,758
增持
UPS
United Parcel Service B
+$33.0K
1,957
+1%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$32.7K
40,083
+0%
增持
VEA
Vanguard FTSE International
+$31.7K
10,436
+1%
减持
GILD
Gilead Sciences Inc
-$31.1K
1,785
-21%
建仓
BNY
Bank of New York Mellon Corp.
+$31.0K
267
建仓
IWD
Ishares Russell 1000 Val
+$30.7K
146
建仓
MFC
Manulife Financial Corpf
+$30.4K
838
建仓
CQQQ
Invesco China Technology ETF
+$30.1K
578
减持
CMCSA
Comcast Corp New Cl A
-$28.8K
3,019
-20%
建仓
RFI
Cohen & Steers Tot Ret Realty
+$28.5K
2,580
减持
TXN
Texas Instruments Inc
-$27.9K
2,334
-1%
增持
IWM
Ishares Russell 2000
+$27.5K
4,405
+1%
减持
DXCM
Dexcom Inc
-$27.0K
1,860
-17%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$26.3K
14,038
+0%
建仓
SOLS
Solstice Advanced Materials Inc
+$26.2K
540
增持
CAH
Cardinal Health Inc
+$25.9K
300
+32%
减持
ARE
Alexandria Real Est Eqty
-$24.3K
100
-71%
减持
—
Chubb Corporation
+$23.2K
786
-0%
减持
GEV
Ge Vernova Llc Com
+$22.0K
886
-2%
清仓
PPG
P P G Industries Inc
-$21.3K
0
-100%
减持
ABBV
Abbvie Inc Com Usd0.01
-$21.1K
6,468
-0%
清仓
UNH
Unitedhealth Group Inc
-$20.9K
0
-100%
增持
NUMV
Nuveen ESG Mid-Cap Value ETF
+$20.5K
25,919
+1%
减持
ELV
Elevance Health Inc
+$19.8K
2,631
-6%
增持
BA
Boeing Co
+$19.6K
1,276
+7%
增持
RGTI
RIGETTI COMPUTING ORD
+$19.5K
1,164
+454%
清仓
LW
Lamb Weston Holdings Inc
-$19.3K
0
-100%
减持
TGT
Target Corporation
-$18.9K
1,660
-18%
