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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 118 项
建仓 20
增持 84
减持 9
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VV
VANGUARD LARGE-CAP ETF
+$4.5M
382,041
+1%
增持
VB
VANGUARD SMALL-CAP ETF
-$3.1M
350,497
+1%
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$2.6M
730,045
+1%
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
AAPL
APPLE INC COM
+$2.4M
22,424
+68%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$2.2M
1,492,863
+1%
增持
VUG
VANGUARD GROWTH ETF
+$1.5M
48,817
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
11,730
+74%
增持
AMZN
AMAZON COM INC COM
+$1.1M
10,445
+110%
增持
MSFT
MICROSOFT CORP COM
+$974.4K
7,974
+30%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$932.5K
207,115
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$883.7K
9,160
+76%
减持
VONE
VANGUARD RUSSELL 1000 ETF
+$841.2K
127,450
-0%
增持
VO
VANGUARD MID-CAP ETF
-$800.0K
138,730
+1%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$757.3K
2,234
建仓
PWR
QUANTA SVCS INC COM
+$755.9K
2,975
建仓
META
META PLATFORMS INC CL A
+$568.8K
1,128
建仓
BKNG
BOOKING HOLDINGS INC COM
+$566.5K
143
增持
COST
COSTCO WHSL CORP NEW COM
+$561.3K
1,187
+94%
建仓
RMD
RESMED INC COM
+$483.3K
2,525
建仓
UBER
UBER TECHNOLOGIES INC COM
+$469.1K
6,454
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$432.8K
6,001
+26%
建仓
IQV
IQVIA HLDGS INC COM
+$422.2K
1,997
增持
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
+$420.3K
578,935
+1%
建仓
DE
DEERE & CO COM
+$406.5K
1,088
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
-$391.8K
694,372
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$361.9K
260,821
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING INC COM
+$336.3K
1,409
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$335.8K
790,536
+2%
建仓
REGN
REGENERON PHARMACEUTICALS COM
+$331.1K
315
建仓
J
JACOBS SOLUTIONS INC COM
+$330.8K
2,368
增持
V
VISA INC COM CL A
+$329.3K
3,851
+58%
建仓
APD
AIR PRODS & CHEMS INC COM
+$328.0K
1,271
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$324.4K
355,049
+3%
增持
PEP
PEPSICO INC COM
+$323.0K
6,012
+57%
建仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$322.4K
5,128
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$299.4K
2,987
建仓
PM
PHILIP MORRIS INTL INC COM
+$292.7K
2,889
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$286.1K
899,722
+1%
增持
WMT
WALMART INC COM
+$281.6K
7,806
+90%
清仓
BLDR
BUILDERS FIRSTSOURCE INC COM
-$265.3K
0
-100%
清仓
ACH
OWENS & MINOR INC NEW COM
-$260.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$248.0K
9,760
+821%
增持
EFA
ISHARES MSCI EAFE ETF
-$247.2K
190,800
+0%
增持
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$245.5K
160,168
+2%
增持
LOW
LOWES COS INC COM
+$238.8K
4,827
+49%
清仓
NSC
NORFOLK SOUTHN CORP COM
-$234.7K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$233.1K
524
增持
VTV
VANGUARD VALUE ETF
-$232.3K
117,733
+0%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$224.4K
4,334
+75%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$220.3K
0
-100%
建仓
AVGO
BROADCOM INC COM
+$220.0K
137
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$219.8K
676,431
+2%
清仓
IVOO
VANGUARD S&P MID-CAP 400 ETF
-$216.3K
0
-100%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$216.2K
907,347
+2%
建仓
MA
MASTERCARD INCORPORATED CL A
+$215.3K
488
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$210.0K
11,610
+0%
增持
—
EXXON MOBIL CORP COM
+$206.9K
10,174
+23%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$204.1K
426
建仓
—
BUNGE GLOBAL SA COM SHS
+$202.1K
1,893
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$196.2K
163,052
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$181.1K
236,299
+2%
增持
URA
GLOBAL X URANIUM ETF
+$174.3K
573,099
+1%
增持
TIP
ISHARES TIPS BOND ETF
+$165.0K
142,636
+2%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$157.7K
91,086
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$151.8K
7,052
+11%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$144.3K
71,132
+0%
减持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$129.3K
25,324
-7%
增持
AMGN
AMGEN INC COM
+$126.0K
3,772
+2%
增持
KO
COCA COLA CO COM
+$124.0K
18,624
+7%
增持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$123.8K
374,573
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$120.0K
957
+28%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$117.4K
2,135
+42%
增持
TJX
TJX COS INC NEW COM
+$115.2K
3,298
+35%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$111.8K
15,712
+1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$110.5K
87,574
+2%
增持
MMM
3M CO COM
+$110.3K
9,672
+17%
减持
HD
HOME DEPOT INC COM
-$106.6K
2,552
-1%
增持
TFC
TRUIST FINL CORP COM
+$105.8K
9,531
+40%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$103.5K
105,912
+2%
减持
MGC
VANGUARD MEGA CAP ETF
+$98.5K
9,650
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$95.1K
5,791
+1%
增持
AMLP
ALERIAN MLP ETF
+$90.4K
59,992
+2%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$84.8K
1,847
+3%
增持
WFC
WELLS FARGO CO NEW COM
+$78.3K
4,718
+35%
增持
EWZS
ISHARES MSCI BRAZIL SMALL-CAP ETF
-$74.6K
27,152
+0%
增持
CSCO
CISCO SYS INC COM
+$73.5K
22,385
+13%
增持
EWZ
ISHARES MSCI BRAZIL ETF
-$71.7K
14,395
+0%
增持
MCD
MCDONALDS CORP COM
-$57.6K
3,738
+4%
增持
DOW
DOW INC COM
-$57.5K
15,911
+2%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$52.4K
224,511
+2%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$46.4K
49,874
+2%
增持
INDA
ISHARES MSCI INDIA ETF
+$44.4K
10,208
+0%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$36.7K
108,804
+2%
增持
PFE
PFIZER INC COM
+$36.6K
14,476
+9%
增持
RTX
RTX CORPORATION COM
+$34.6K
2,903
+10%
增持
—
ISHARES FRONTIER AND SELECT EM ETF
-$32.3K
29,424
+0%
增持
IYE
ISHARES U.S. ENERGY ETF
-$30.4K
24,516
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$29.9K
952
+10%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$27.8K
131,141
+2%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$27.6K
5,798
+7%
减持
GLD
SPDR GOLD SHARES
+$26.3K
2,849
-0%
减持
AMAT
APPLIED MATLS INC COM
+$24.4K
2,068
-8%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$22.9K
2,157
+8%
增持
XME
SPDR S&P METALS & MINING ETF
-$21.3K
25,160
+0%
增持
DIS
DISNEY WALT CO COM
+$20.3K
2,863
+33%
增持
CLX
CLOROX CO DEL COM
-$13.5K
2,192
+7%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$13.2K
624
-7%
增持
CVX
CHEVRON CORP NEW COM
+$11.4K
5,924
+2%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$11.4K
7,460
+0%
增持
—
EATON CORP PLC SHS
+$9.1K
1,100
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$9.0K
4,888
+2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$5.0K
22,430
+2%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$4.8K
69,889
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$4.3K
9,507
+9%
减持
RWR
SPDR DOW JONES REIT ETF
-$3.4K
2,688
-0%
增持
PCEF
INVESCO CEF INCOME COMPOSITE ETF
+$2.7K
34,200
+1%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$1.8K
2,105
+0%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$1.8K
1,259
-0%
