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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 34
减持 94
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPHQ
Invesco S&P 500 Quality ETF
+$348.6M
4,688,734
+8885%
减持
MRK
Merck & Co Inc
-$58.3M
49,619
-92%
减持
ADP
Auto Data Processing
-$51.8M
10,810
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。
-95%
减持
GOOG
Alphabet Inc. Class C
-$41.0M
238,500
-32%
减持
MSFT
Microsoft Corp
-$31.4M
151,798
-16%
增持
IEFA
iShares Core MSCI EAFE
+$23.7M
3,086,375
+8%
减持
BN
Brookfield Corporation
-$23.5M
1,250,130
-23%
减持
MA
Mastercard Inc
-$23.1M
89,345
-25%
减持
RTX
Raytheon Technologies Ord
-$21.0M
320,092
-29%
减持
AMZN
Amazon Com Inc
-$19.8M
201,261
-25%
减持
EFA
iShares MSCI EAFE
-$14.6M
13,806
-92%
减持
BRK/B
Berkshire Hathaway Cl B
-$14.6M
100,644
-20%
减持
AAPL
Apple Computer Inc
-$12.3M
243,674
-11%
减持
JPM
Jpmorgan Chase & Co
-$11.9M
125,341
-17%
增持
IVV
IShares S&P 500 Index
-$10.7M
678,104
+2%
减持
PGR
Progressive Corp Ohio
-$10.6M
164,920
-13%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$9.7M
1,002,921
+12%
减持
JNJ
Johnson & Johnson
-$8.5M
249,057
-26%
减持
HD
Home Depot Inc
-$7.4M
83,921
-17%
减持
WMT
Wal-Mart Stores Inc
-$6.9M
381,468
-22%
减持
EEM
iShares MSCI Emrg Mkt Fd
-$6.6M
286
-100%
减持
MCD
Mc Donalds Corp
-$6.4M
97,087
-19%
减持
NVDA
Nvidia Corp
-$6.3M
18,104
-64%
减持
COP
Conocophillips
+$6.1M
394,176
-20%
减持
UNP
Union Pacific Corp
-$5.3M
133,394
-18%
清仓
FRFHF
Fairfax Financial Hldgs Ltd Sub Vtg
-$5.1M
0
-100%
减持
APH
Amphenol Corp Cl A
-$4.8M
7,056
-83%
减持
DUK
Duke Energy New
-$4.2M
257,736
-20%
增持
IWS
iShares Russell Midcap Value
+$3.4M
545,471
+1%
减持
SCHW
The Charles Schwab Corp
-$3.4M
4,580
-88%
减持
MKL
Markel Group Inc
-$3.2M
7,272
-9%
减持
WMB
Williams Companies
-$2.9M
319,940
-27%
减持
—
Eaton Corporation
-$2.6M
1,608
-84%
减持
VT
Vanguard Total World Stock ETF
-$2.4M
164,781
-8%
减持
CDNS
Cadence Design System
-$2.2M
1,028
-87%
减持
IQV
Iqvia Hldgs Inc
-$2.2M
1,009
-90%
建仓
J
Jacobs Solutions Inc
+$2.2M
16,938
减持
TJX
T J X Cos Inc
-$2.2M
3,112
-82%
减持
COO
Cooper Companies New
-$2.1M
162
-99%
减持
VIG
Vanguard Dividend Appreciation
-$2.1M
34,001
-20%
减持
RSP
Invesco S&P 500 Equal Weight ETF
-$2.0M
3,403
-76%
减持
ROP
Roper Industries Inc
-$1.8M
539
-88%
减持
FICO
Fair Isaac Corp
-$1.8M
132
-89%
减持
ITOT
iShares Core S&P Total US Stock Mkt
-$1.6M
257,812
-0%
减持
ZTS
Zoetis Inc
-$1.6M
3,411
-78%
减持
MDY
SPDR S&P MIDCAP 400
-$1.5M
5
-100%
减持
EPD
Enterprise Prd Prtnrs Lp
+$1.5M
343,769
-5%
减持
—
Exxon Mobil Corporation
+$1.5M
31,893
-3%
减持
CTAS
Cintas Corp
-$1.4M
4,300
-63%
减持
ECL
Ecolab Inc
-$1.3M
884
-85%
减持
IWR
Ishares Russell Midcap
-$1.3M
8,801
-60%
减持
AJG
Arthur J Gallagher & Co
-$1.2M
2,346
-65%
减持
PM
Philip Morris Intl Inc
-$1.2M
65,521
-13%
减持
SPY
SPDR S&P 500 Index
-$1.2M
17,162
-5%
减持
MSI
Motorola Solutions Inc Com New
-$1.1M
643
-82%
减持
GOOGL
Alphabet Inc. Class A
-$978.9K
27,581
-3%
减持
ORCL
Oracle Corporation
-$910.1K
7,309
-28%
减持
IJJ
Ishares S&P Midcap
-$868.7K
28,654
-24%
增持
GLDM
SPDR Gold MiniShares
+$856.7K
30,232
+33%
减持
IWM
Ishares Russell 2000
-$822.7K
1,055
-76%
减持
V
Visa Inc
-$776.0K
14,982
-1%
减持
XLV
Sector Spdr Health Fund
-$702.3K
2,624
-63%
减持
QCOM
Qualcomm Inc
-$675.3K
3,918
-43%
增持
AVGO
Broadcom Inc
+$607.5K
5,540
+73%
增持
IVW
Ishares S&P 500 Growth
-$588.6K
60,688
+0%
增持
AMAT
Applied Materials Inc
+$580.4K
5,353
+10%
减持
CAT
Caterpillar Inc
-$578.9K
1,223
-52%
增持
CSX
C S X Corp
+$506.4K
75,259
+6%
减持
AMD
Advanced Micro Devices
-$435.4K
121
-94%
建仓
AMTM
AMENTUM HOLDINGS INC COM
+$426.4K
16,349
减持
PEP
Pepsico Incorporated
-$397.2K
14,284
-22%
减持
NSC
Norfolk Southern Corp
-$387.8K
3,059
-30%
增持
GEV
Ge Vernova Llc Com
+$380.3K
1,099
+24%
增持
GLD
Spdr Gold TRUST
+$379.8K
2,268
+51%
建仓
DGRW
WisdomTree US Quality Dividend Gr ETF
+$371.7K
4,232
增持
COST
Costco Whsl Corp New
+$364.8K
2,296
+3%
减持
CBRE
CBRE Group Inc
-$358.7K
482
-82%
清仓
DEO
Diageo Plc New Adr
-$352.5K
0
-100%
减持
MO
Altria Group Inc
+$336.8K
81,695
-7%
减持
IWP
Ishares Russell Midcap Growth
-$325.6K
3,500
-38%
减持
ABT
Abbott Laboratories
-$322.1K
8,210
-12%
清仓
NOC
Northrop Grumman Corp
-$302.2K
0
-100%
清仓
NTAP
NetApp Inc
-$292.4K
0
-100%
减持
CSCO
Cisco Systems Inc
-$290.5K
16,272
-19%
减持
XLE
Sector Spdr Engy Select
+$289.8K
26,335
-11%
清仓
—
Seagate Technology
-$289.2K
0
-100%
减持
PHYS
Sprott Physical Gold Trust Unit
+$239.8K
4,794,455
-7%
建仓
TAN
Invesco Solar ETF
+$237.5K
4,263
减持
TFC
Truist Finl Corp Com
-$222.9K
36,076
-6%
增持
INTU
Intuit Inc
-$216.4K
1,050
+4%
减持
XLU
Select Sector Spdr Trust The Utilities Select Sect
-$214.6K
8,402
-40%
减持
SO
The Southern Company
-$212.1K
3,430
-45%
减持
ELV
Elevance Health Inc
-$207.1K
2,443
-7%
减持
ALL
Allstate Corporation
-$198.8K
246
-80%
减持
LHX
L3Harris Technologies Ord
-$198.3K
150
-82%
减持
CI
Cigna Corp
-$193.2K
321
-68%
建仓
SPYD
SPDR Portfolio S&P 500 High Div ETF
+$188.9K
4,150
增持
KO
Coca Cola Company
+$188.5K
17,442
+7%
建仓
CGW
Guggenheim S&P Global Water ETF
+$187.0K
2,924
减持
BITU
ProShares Ultra Bitcoin ETF
-$173.2K
6,000
-45%
增持
NFLX
Netflix Inc
+$168.2K
11,511
+15%
减持
CVX
Chevron Corporation
+$165.1K
7,780
-18%
清仓
LOWV
AB US Low Volatility Equity ETF
-$164.9K
0
-100%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$162.8K
40,098
+4%
建仓
SYK
Stryker Corp
+$158.1K
481
增持
TSM
Taiwan Semiconductr Adrf
+$156.7K
2,763
+8%
减持
MINT
PIMCO Enhanced Short Maturity Active ETF
-$149.9K
10,087
-13%
减持
NVS
Novartis A G Spon Adr
-$147.9K
436
-72%
增持
VRSK
Verisk Analytics Inc Cla
+$147.4K
962
+513%
减持
TGT
Target Corporation
-$145.9K
135
-92%
增持
LRCX
Lam Research Corporation
+$145.7K
730
+1117%
增持
VOO
Vanguard 500 ETF
+$142.4K
37,617
+6%
减持
PRU
Prudential Financial Inc
-$138.1K
437
-73%
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$135.5K
41,918
+5%
减持
BLK
Blackrock Inc
-$135.2K
910
-4%
减持
C
Citigroup Inc
-$129.1K
269
-80%
减持
PAYX
Paychex Inc
-$124.9K
1,972
-28%
建仓
VCSH
Vanguard Short-Term Corp Bond ETF
+$124.0K
1,564
清仓
GPC
Genuine Parts Co
-$123.0K
0
-100%
减持
MMM
3m Company
-$121.5K
1,714
-26%
增持
GE
General Electric Company
+$121.5K
4,413
+20%
减持
ADBE
Adobe Systems Inc
-$118.8K
466
-30%
减持
AMGN
Amgen Incorporated
-$112.9K
1,427
-24%
增持
BAC
Bank Of America Corp
-$112.1K
20,175
+1%
减持
EW
Edwards Lifesciences Cp
-$110.4K
818
-60%
清仓
VNQ
Vanguard Reit
-$110.3K
0
-100%
增持
ADI
Analog Devices Inc
+$110.2K
673
+76%
建仓
KMI
Kinder Morgan Inc
+$108.8K
3,244
清仓
NSRGY
Nestle S A Reg B Adr
-$106.2K
0
-100%
减持
DIS
Disney Walt Co
-$104.9K
944
-45%
增持
NEE
Nextera Energy Inc Com
+$103.7K
5,640
+8%
建仓
POOL
Pool Corporation
+$102.2K
505
增持
TSLA
Tesla, Inc
+$101.8K
731
+93%
减持
VTI
Vanguard Total Stock Mkt
-$101.2K
5,367
-1%
建仓
NI
NiSource Inc
+$99.2K
2,126
建仓
IAUM
iShares Gold Trust Micro
+$97.7K
2,092
减持
DE
Deere & Co
-$96.1K
379
-43%
增持
—
Trane Technologies PLC
+$96.0K
3,415
+0%
增持
IBM
Intl Business Machines
-$94.8K
4,211
+12%
增持
WM
Waste Management, INC.
+$92.7K
1,790
+23%
增持
ISRG
Intuitive Surgical New
-$92.7K
1,890
+11%
增持
AXP
American Express Company
-$92.0K
1,440
+1%
减持
CRM
Salesforce Com
-$90.6K
911
-7%
减持
UL
Unilever Plc Adr New
-$90.2K
666
-66%
建仓
RF
Regions Financial Cp New
+$89.8K
3,437
增持
LLY
Eli Lilly and Co
-$86.9K
1,081
+7%
减持
MDLZ
Mondelez Intl Inc Cl A
+$86.0K
29,904
-2%
增持
COF
Capital One Financial Cp
-$85.2K
1,580
+3%
减持
IWN
Ishares Russell 2000 Value ETF
-$83.6K
3,000
-17%
减持
PTC
PTC Inc
-$82.6K
171
-72%
