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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 117 项
建仓 9
增持 56
减持 33
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
URA
GLOBAL X URANIUM ETF
+$3.1M
583,008
+0%
增持
VB
VANGUARD SMALL-CAP ETF
-$3.1M
345,629
+0%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$2.9M
129,560
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。
-45%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.7M
1,337,752
+1%
增持
VV
VANGUARD LARGE-CAP ETF
-$2.5M
406,113
+0%
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
-$1.8M
641,572
+2%
增持
VO
VANGUARD MID-CAP ETF
-$1.4M
136,170
+1%
增持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$1.4M
287,864
+0%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$1.1M
200,270
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$988.3K
1,779,025
+1%
清仓
SHYD
VANECK SHORT HIGH YIELD MUNI ETF
-$918.1K
0
-100%
建仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
+$874.5K
36,714
减持
AAPL
APPLE INC COM
-$851.9K
10,509
-23%
增持
EFA
ISHARES MSCI EAFE ETF
-$839.8K
241,407
+0%
减持
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$755.9K
43,663
-0%
清仓
MRK
MERCK & CO INC COM
-$732.8K
0
-100%
减持
VUG
VANGUARD GROWTH ETF
-$688.0K
63,507
-0%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$604.4K
823,570
+1%
建仓
MMM
3M CO COM
+$590.7K
6,310
减持
KO
COCA COLA CO COM
-$587.3K
5,018
-65%
增持
VTV
VANGUARD VALUE ETF
-$577.3K
139,145
+0%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$557.5K
677,656
+3%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$550.0K
0
-100%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$543.2K
214,171
+1%
清仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$505.7K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$437.0K
248,900
+1%
清仓
LLY
LILLY ELI & CO COM
-$416.0K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$405.8K
18,248
清仓
ENFR
ALERIAN ENERGY INFRASTRUCTURE ETF
-$400.4K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$395.2K
4,649
-41%
建仓
INDA
ISHARES MSCI INDIA ETF
+$384.0K
8,684
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$373.5K
2,460
清仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
-$350.8K
0
-100%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$325.8K
64,914
+1%
清仓
NSC
NORFOLK SOUTHN CORP COM
-$314.7K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING INC COM
-$298.7K
0
-100%
增持
—
ETFMG PRIME JUNIOR SILVER MINERS ETFMG PRIME JUNIOR SILVER MINERS FUND
+$278.4K
76,608
+94%
建仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$278.3K
5,302
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$278.3K
47,412
-7%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$273.3K
148,064
-1%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$269.5K
325,400
+3%
减持
UNP
UNION PAC CORP COM
-$261.3K
4,293
-23%
建仓
AMT
AMERICAN TOWER CORP NEW COM
+$245.9K
1,495
清仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$218.7K
0
-100%
清仓
RMD
RESMED INC COM
-$218.5K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO COM
-$218.1K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$216.7K
4,069
+64%
建仓
GDX
VANECK GOLD MINERS ETF
+$212.3K
7,890
减持
V
VISA INC COM CL A
-$210.0K
2,685
-23%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$209.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
-$206.9K
9,907
-12%
清仓
BN
BROOKFIELD CORP CL A LTD VT SH
-$206.3K
0
-100%
清仓
TFC
TRUIST FINL CORP COM
-$205.6K
0
-100%
建仓
—
BUNGE LIMITED COM
+$204.9K
1,893
清仓
SYK
STRYKER CORPORATION COM
-$203.8K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$202.1K
0
-100%
清仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
-$202.0K
0
-100%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$201.5K
126,383
+3%
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$200.4K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$195.9K
2,704
+23%
减持
MSFT
MICROSOFT CORP COM
-$189.9K
6,052
-2%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$178.6K
21,369
-9%
减持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$171.0K
24,487
-7%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$170.1K
21,908
+1%
减持
—
EXXON MOBIL CORP COM
-$168.9K
8,951
-21%
增持
PFE
PFIZER INC COM
+$160.0K
13,272
+74%
增持
HD
HOME DEPOT INC COM
+$133.5K
2,568
+24%
减持
MCD
MCDONALDS CORP COM
-$133.1K
3,583
-1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$129.7K
100,107
+3%
减持
DOW
DOW INC COM
-$124.8K
14,905
-11%
增持
IYE
ISHARES U.S. ENERGY ETF
+$121.1K
21,939
+2%
减持
CL
COLGATE PALMOLIVE CO COM
-$113.3K
3,418
-26%
增持
NEE
NEXTERA ENERGY INC COM
-$112.7K
7,983
+4%
减持
INTC
INTEL CORP COM
-$105.9K
27,737
-15%
减持
AMGN
AMGEN INC COM
+$104.0K
3,792
-8%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$100.0K
98,536
+8%
减持
COST
COSTCO WHSL CORP NEW COM
-$96.4K
425
-32%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$85.8K
74,712
+1%
增持
MGC
VANGUARD MEGA CAP ETF
+$82.4K
9,661
+9%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$74.5K
622,754
+3%
减持
GOOG
ALPHABET INC CAP STK CL C
+$71.2K
6,978
-1%
增持
GLD
SPDR GOLD SHARES
+$65.6K
2,904
+20%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$62.3K
15,549
+1%
增持
XME
SPDR S&P METALS & MINING ETF
+$60.1K
25,697
+1%
增持
EWZS
ISHARES MSCI BRAZIL SMALL-CAP ETF
-$55.0K
32,996
+0%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$54.2K
6,066
-0%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$52.2K
273,097
+1%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$51.6K
142,369
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$50.7K
5,780
-10%
增持
LOW
LOWES COS INC COM
-$45.4K
3,263
+2%
减持
CMI
CUMMINS INC COM
-$41.2K
1,001
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$40.1K
4,787
-0%
减持
CSCO
CISCO SYS INC COM
-$37.4K
18,242
-7%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$35.1K
14,804
-2%
增持
MKL
MARKEL GROUP INC COM
+$32.5K
194
+6%
减持
AMLP
ALERIAN MLP ETF
+$30.8K
78,310
-6%
增持
SPY
SPDR S&P 500 ETF TRUST
-$29.4K
2,057
+0%
增持
PEP
PEPSICO INC COM
+$26.6K
3,665
+14%
增持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
+$25.2K
169,029
+0%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$24.8K
7,064
+6%
增持
CLX
CLOROX CO DEL COM
+$22.4K
2,042
+32%
增持
EWZ
ISHARES MSCI BRAZIL ETF
-$21.4K
14,228
+1%
增持
JNJ
JOHNSON & JOHNSON COM
-$19.5K
4,130
+3%
减持
CVX
CHEVRON CORP NEW COM
-$18.7K
4,717
-9%
增持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$17.8K
181,114
+1%
增持
KMB
KIMBERLY-CLARK CORP COM
+$16.4K
1,852
+23%
增持
—
ISHARES FRONTIER AND SELECT EM ETF
+$15.0K
28,185
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$14.7K
8,117
+1%
减持
TSLA
TESLA INC COM
-$11.8K
817
-1%
增持
WSO
WATSCO INC COM
+$11.3K
761
+5%
增持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$10.5K
86,027
+0%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
-$9.6K
206,216
+3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$8.7K
2,581
+18%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$8.5K
668
-2%
增持
AMZN
AMAZON COM INC COM
+$6.0K
5,264
+3%
增持
PCEF
INVESCO CEF INCOME COMPOSITE ETF
+$5.5K
33,100
+7%
减持
NVDA
NVIDIA CORPORATION COM
+$3.8K
1,133
-2%
