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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 112 项
建仓 14
增持 47
减持 46
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
VONE
VANGUARD RUSSELL 1000 ETF
+$30.5M
128,065
建仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$21.1M
161,684
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$20.2M
891,974
-34%
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。
建仓
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
+$12.0M
156,703
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$7.1M
1,482,228
-17%
减持
VB
VANGUARD SMALL-CAP ETF
+$4.7M
347,720
-1%
增持
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
+$4.1M
574,516
+25%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$3.8M
89,424
-29%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$3.6M
258,660
+4%
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$3.4M
726,290
+11%
减持
EFA
ISHARES MSCI EAFE ETF
-$3.1M
190,240
-21%
减持
VUG
VANGUARD GROWTH ETF
-$2.5M
48,744
-21%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$2.3M
687,316
+3%
减持
VO
VANGUARD MID-CAP ETF
+$2.3M
137,623
-0%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$1.9M
11,603
-49%
减持
VTV
VANGUARD VALUE ETF
-$1.7M
117,388
-16%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$1.6M
777,557
+8%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.5M
232,351
+8%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.4M
891,977
+8%
清仓
INTC
INTEL CORP COM
-$1.3M
0
-100%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$1.2M
106,619
+33%
减持
VV
VANGUARD LARGE-CAP ETF
+$1.2M
379,080
-8%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$980.8K
663,399
+7%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$946.8K
345,200
+7%
清仓
—
ETFMG PRIME JUNIOR SILVER MINERS ETFMG PRIME JUNIOR SILVER MINERS FUND
-$766.1K
0
-100%
增持
KO
COCA COLA CO COM
+$765.7K
17,349
+246%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$750.6K
1,797
增持
JNJ
JOHNSON & JOHNSON COM
+$737.9K
8,757
+112%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$730.0K
2,098
-66%
增持
TIP
ISHARES TIPS BOND ETF
+$726.9K
140,263
+5%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$710.2K
2,478
增持
IWB
ISHARES RUSSELL 1000 ETF
+$641.9K
2,977
+262%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$633.6K
3,069
+132%
减持
JPM
JPMORGAN CHASE & CO COM
-$590.5K
6,363
-42%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$534.8K
368,881
+8%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$513.7K
0
-100%
减持
AMLP
ALERIAN MLP ETF
-$482.0K
58,744
-24%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$470.2K
115,854
-15%
减持
NVDA
NVIDIA CORPORATION COM
+$424.4K
1,060
-2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$395.9K
103,917
+4%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$345.5K
27,195
+24%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$324.5K
220,216
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$301.1K
4,776
-0%
增持
AAPL
APPLE INC COM
-$278.2K
13,328
+0%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$275.1K
68,690
+5%
减持
MSFT
MICROSOFT CORP COM
+$272.4K
6,155
-0%
建仓
DIS
DISNEY WALT CO COM
+$263.9K
2,157
建仓
ACH
OWENS & MINOR INC NEW COM
+$260.3K
9,394
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$250.9K
86,113
+8%
增持
IYE
ISHARES U.S. ENERGY ETF
+$239.2K
24,437
+11%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$224.8K
865
建仓
LLY
ELI LILLY & CO COM
+$223.3K
287
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$220.6K
49,004
+3%
建仓
VT
VANGUARD TOTAL WORLD STOCK ETF
+$220.0K
1,991
清仓
APD
AIR PRODS & CHEMS INC COM
-$218.5K
0
-100%
建仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
+$216.3K
2,100
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$215.2K
717
建仓
FSS
FEDERAL SIGNAL CORP COM
+$212.2K
2,500
增持
CVX
CHEVRON CORP NEW COM
+$211.8K
5,802
+23%
增持
CAT
CATERPILLAR INC COM
+$209.7K
2,754
+2%
建仓
WFC
WELLS FARGO CO NEW COM
+$201.9K
3,483
清仓
MDLZ
MONDELEZ INTL INC CL A
-$200.7K
0
-100%
增持
MMM
3M CO COM
+$186.8K
8,278
+31%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$181.2K
15,528
-0%
减持
URA
GLOBAL X URANIUM ETF
+$160.8K
569,438
-3%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$146.8K
21,927
+7%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$136.9K
7,437
+5%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$118.2K
10,069
-0%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$117.9K
4,521
-21%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$117.5K
5,743
-4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$113.6K
71,066
-5%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$106.7K
205,124
+1%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$105.6K
5,835
-27%
减持
EWZS
ISHARES MSCI BRAZIL SMALL-CAP ETF
-$103.5K
27,057
-18%
增持
INDA
ISHARES MSCI INDIA ETF
+$101.2K
10,177
+17%
减持
LOW
LOWES COS INC COM
+$99.1K
3,240
-1%
增持
—
ISHARES FRONTIER AND SELECT EM ETF
+$99.0K
29,329
+4%
减持
AMZN
AMAZON COM INC COM
+$98.8K
4,982
-5%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$96.5K
16,033
-18%
减持
SPY
SPDR S&P 500 ETF TRUST
+$93.6K
2,068
-1%
增持
DOW
DOW INC COM
+$84.7K
15,564
+4%
增持
—
EATON CORP PLC SHS
+$82.0K
1,074
+2%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$78.7K
4,066
+5%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$69.7K
4,799
+13%
减持
—
EXXON MOBIL CORP COM
+$69.4K
8,296
-7%
减持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-$68.0K
6,246
-27%
增持
CSCO
CISCO SYS INC COM
+$64.6K
19,835
+8%
减持
GOOG
ALPHABET INC CAP STK CL C
+$61.1K
6,739
-2%
增持
RWR
SPDR DOW JONES REIT ETF
+$48.7K
2,691
+25%
增持
PEP
PEPSICO INC COM
+$46.1K
3,820
+4%
减持
FDX
FEDEX CORP COM
+$45.8K
1,355
-1%
减持
GDX
VANECK GOLD MINERS ETF
-$42.6K
6,397
-19%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$41.8K
10,723
+5%
减持
VDE
VANGUARD ENERGY ETF
+$41.0K
3,907
-3%
减持
AMGN
AMGEN INC COM
-$39.3K
3,702
-2%
减持
COST
COSTCO WHSL CORP NEW COM
+$38.4K
611
-1%
增持
EWZ
ISHARES MSCI BRAZIL ETF
-$32.3K
14,345
+1%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$28.4K
6,570
-15%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$23.6K
128,420
-1%
减持
XME
SPDR S&P METALS & MINING ETF
-$23.4K
25,117
-2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$21.2K
2,388
-3%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$18.5K
831
+1%
增持
SPSK
SP FUNDS DOW JONES GLOBAL SUKUK ETF
+$18.1K
12,138
+10%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$17.1K
3,003
-4%
减持
ABBV
ABBVIE INC COM
+$14.4K
1,203
-9%
增持
PFE
PFIZER INC COM
-$13.5K
13,276
+0%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$11.9K
3,180
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$9.6K
532
+2%
减持
SDY
SPDR S&P DIVIDEND ETF
-$9.4K
3,010
-7%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$8.6K
5,216
-7%
增持
WMT
WALMART INC COM
+$5.1K
4,104
+168%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.3K
3,460
+361%
