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Heartwood Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Heartwood Wealth Advisors LLC
报告期 2026-03-31 · CIK 0001794935
持仓数
223
前50大市值合计
$1.02B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 110 项
建仓 16
增持 68
减持 18
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$16.0M
0
-100%
增持
VV
VANGUARD LARGE-CAP ETF
+$7.7M
397,990
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.3M
1,300,950
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。
+4%
清仓
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
-$4.2M
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
+$3.6M
336,706
+3%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$3.1M
1,734,578
+4%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$3.0M
116,318
+33%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$3.0M
47,902
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$2.9M
621,740
+2%
减持
VUG
VANGUARD GROWTH ETF
+$2.1M
63,621
-1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$2.1M
240,697
+12%
增持
VO
VANGUARD MID-CAP ETF
+$1.8M
132,677
+3%
减持
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$1.5M
38,536
-36%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.5M
300,291
+8%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$1.4M
571,772
+9%
减持
EFA
ISHARES MSCI EAFE ETF
+$1.3M
240,161
-1%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.2M
798,275
+3%
增持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
+$1.2M
281,945
+2%
建仓
CSCO
CISCO SYS INC COM
+$1.0M
19,516
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$954.5K
219,497
+17%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$859.8K
195,267
+2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$845.6K
92,049
+7%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$845.3K
265,116
+3%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$765.3K
414,939
+3%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$698.9K
4,875
-77%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$680.4K
137,764
+3%
清仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$675.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO COM
+$619.1K
10,120
+94%
减持
MRK
MERCK & CO INC COM
-$605.2K
5,492
-49%
减持
KO
COCA COLA CO COM
-$603.7K
14,418
-39%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$546.2K
21,745
-1%
增持
MSFT
MICROSOFT CORP COM
+$519.3K
5,195
+27%
减持
VTV
VANGUARD VALUE ETF
-$514.0K
138,991
-1%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$489.8K
189,015
+9%
增持
AAPL
APPLE INC COM
+$478.4K
12,490
+3%
增持
AMLP
ALERIAN MLP ETF
+$457.9K
77,773
+16%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$455.9K
62,902
+3%
减持
VOO
VANGUARD S&P 500 ETF
-$439.7K
746
-64%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$411.9K
2,934
-60%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$407.4K
2,862
+86%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$358.2K
0
-100%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$310.6K
0
-100%
增持
INTC
INTEL CORP COM
+$305.3K
30,908
+16%
建仓
APD
AIR PRODS & CHEMS INC COM
+$296.7K
1,033
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$287.8K
1,178
建仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$283.2K
3,128
减持
NSC
NORFOLK SOUTHN CORP COM
-$275.3K
988
-50%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$274.0K
3,868
+62%
建仓
—
EVOQUA WATER TECHNOLOGIES CORP COM
+$265.3K
5,335
清仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$258.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TRUST
+$255.6K
2,304
+28%
建仓
ABBV
ABBVIE INC COM
+$240.2K
1,507
建仓
TFC
TRUIST FINL CORP COM
+$231.1K
6,776
建仓
QQQ
INVESCO QQQ TRUST
+$226.6K
706
增持
URA
GLOBAL X URANIUM ETF
+$221.2K
568,056
+3%
建仓
MKL
MARKEL CORP COM
+$212.1K
166
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$211.0K
24,483
+21%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$204.4K
647,626
+5%
建仓
AMT
AMERICAN TOWER CORP NEW COM
+$204.1K
999
建仓
VDC
VANGUARD CONSUMER STAPLES ETF
+$203.4K
1,051
清仓
IJH
ISHARES CORE S&P MID-CAP ETF
-$202.9K
0
-100%
建仓
WSO
WATSCO INC COM
+$202.0K
635
建仓
WMT
WALMART INC COM
+$201.7K
1,368
清仓
MTB
M & T BK CORP COM
-$201.6K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO COM
+$201.6K
1,222
建仓
SPSK
SP FUNDS DOW JONES GLOBAL SUKUK ETF
+$197.3K
11,022
增持
GOOGL
ALPHABET INC CAP STK CL A
+$192.6K
5,140
+33%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$192.0K
85,944
+12%
增持
DOW
DOW INC COM
+$187.7K
15,593
+18%
增持
AMZN
AMAZON COM INC COM
+$179.6K
5,163
+23%
增持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
+$173.2K
175,726
+4%
减持
VDE
VANGUARD ENERGY ETF
-$172.5K
4,157
-22%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$154.2K
73,809
+2%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$149.1K
149,500
-10%
增持
GOOG
ALPHABET INC CAP STK CL C
+$147.6K
5,823
+13%
增持
CAT
CATERPILLAR INC COM
+$144.1K
2,204
+47%
增持
MCD
MCDONALDS CORP COM
+$140.1K
3,599
+9%
增持
JNJ
JOHNSON & JOHNSON COM
+$128.3K
4,304
+41%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$120.4K
164,933
+3%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$119.6K
23,045
+17%
增持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$119.4K
83,850
+3%
增持
XME
SPDR S&P METALS & MINING ETF
+$113.2K
25,140
+2%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$87.3K
6,108
-5%
增持
V
VISA INC COM CL A
+$86.7K
3,255
+4%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
+$86.5K
19,297
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$82.2K
5,888
+20%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$80.3K
6,766
-4%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$65.6K
15,221
+3%
增持
CVX
CHEVRON CORP NEW COM
+$63.8K
4,943
+19%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$63.2K
4,021
+0%
增持
BAC
BANK AMERICA CORP COM
+$60.5K
10,025
+47%
增持
AMGN
AMGEN INC COM
+$53.3K
3,459
+16%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$48.6K
1,284
+11%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$44.5K
5,002
-4%
增持
MMM
3M CO COM
+$43.7K
6,895
+21%
增持
—
ISHARES MSCI FRONTIER AND SELECT EM ETF
+$42.5K
27,197
+6%
增持
UNP
UNION PAC CORP COM
+$42.2K
5,666
+7%
增持
—
ETFMG PRIME JUNIOR SILVER MINERS ETFMG PRIME JUNIOR SILVER MINERS FUND
+$42.1K
39,072
+5%
增持
NEE
NEXTERA ENERGY INC COM
-$34.4K
7,682
+3%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$32.8K
8,065
+5%
增持
—
EXXON MOBIL CORP COM
+$30.1K
10,659
+3%
减持
LOW
LOWES COS INC COM
-$22.8K
3,091
-4%
增持
EWZ
ISHARES MSCI BRAZIL ETF
+$18.1K
13,918
+7%
减持
PEP
PEPSICO INC COM
-$15.3K
3,209
-3%
增持
HD
HOME DEPOT INC COM
-$14.6K
1,631
+4%
增持
EWZS
ISHARES MSCI BRAZIL SMALL-CAP ETF
+$13.9K
32,427
+4%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$13.2K
3,827
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$6.7K
685
+15%
增持
IYE
ISHARES U.S. ENERGY ETF
-$3.6K
21,076
+6%
增持
PG
PROCTER AND GAMBLE CO COM
+$755
1,374
+2%
