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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 128 项
建仓 8
增持 63
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$15.8M
202,209
清仓
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$11.8M
0
-100%
建仓
VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
+$8.1M
80,008
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。
清仓
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$7.7M
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
+$7.4M
353,501
+1%
增持
VV
VANGUARD LARGE-CAP ETF
+$5.9M
384,725
+1%
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$5.1M
734,020
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$4.2M
1,501,304
+1%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$4.0M
703,640
+1%
增持
VO
VANGUARD MID-CAP ETF
+$3.3M
139,656
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.0M
898,096
-0%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$2.9M
170,804
+5%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$2.9M
263,606
+1%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$2.4M
208,996
+1%
增持
VTV
VANGUARD VALUE ETF
+$1.8M
118,320
+0%
减持
VONE
VANGUARD RUSSELL 1000 ETF
+$1.5M
126,516
-1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.2M
238,788
+1%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.2M
916,564
+1%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.1M
192,399
+1%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$992.0K
703,716
+4%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$924.4K
366,117
+3%
清仓
—
ISHARES FRONTIER AND SELECT EM ETF
-$808.0K
0
-100%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$784.0K
113,061
+4%
增持
TIP
ISHARES TIPS BOND ETF
+$690.5K
144,122
+1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$684.4K
110,184
+4%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$658.6K
798,414
+1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$639.8K
88,454
+1%
增持
VUG
VANGUARD GROWTH ETF
+$555.7K
49,003
+0%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$492.9K
70,627
+1%
增持
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
+$490.5K
585,662
+1%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$485.9K
94,255
+3%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$457.9K
135,181
+3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$403.0K
73,475
+3%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$396.7K
16,259
+3%
减持
AAPL
APPLE INC COM
+$372.1K
21,867
-2%
增持
MMM
3M CO COM
+$362.6K
9,883
+2%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$361.0K
233,253
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$334.6K
6,031
+0%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$328.9K
51,032
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$304.6K
5,908
+2%
减持
GOOG
ALPHABET INC CAP STK CL C
-$282.3K
11,180
-5%
清仓
WFC
WELLS FARGO CO NEW COM
-$280.2K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC COM
+$246.6K
1,272
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$233.1K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP COM
+$228.9K
921
建仓
AFL
AFLAC INC COM
+$224.3K
2,006
增持
CAT
CATERPILLAR INC COM
+$218.5K
2,904
+5%
建仓
MTB
M & T BK CORP COM
+$210.2K
1,180
建仓
DEO
DIAGEO PLC SPON ADR NEW
+$207.8K
1,481
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$204.8K
26,160
+3%
建仓
MDLZ
MONDELEZ INTL INC CL A
+$204.1K
2,771
清仓
—
BUNGE GLOBAL SA COM SHS
-$202.1K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$200.3K
2,881
-34%
减持
MSFT
MICROSOFT CORP COM
-$194.3K
7,831
-2%
增持
XME
SPDR S&P METALS & MINING ETF
+$191.4K
26,431
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$190.2K
9,748
+3%
增持
MGC
VANGUARD MEGA CAP ETF
+$189.4K
10,130
+5%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$188.1K
8,926
-3%
增持
CSCO
CISCO SYS INC COM
+$163.2K
23,050
+3%
增持
WMT
WALMART INC COM
+$153.6K
8,448
+8%
减持
HD
HOME DEPOT INC COM
+$149.5K
2,537
-1%
减持
BAC
BANK AMERICA CORP COM
-$109.7K
7,282
-27%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$108.8K
23,019
+3%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$106.8K
1,903
+3%
减持
KO
COCA COLA CO COM
+$104.9K
17,956
-4%
减持
AMAT
APPLIED MATLS INC COM
-$103.5K
1,903
-8%
减持
RMD
RESMED INC COM
+$102.6K
2,400
-5%
减持
PWR
QUANTA SVCS INC COM
+$101.3K
2,875
-3%
减持
NVDA
NVIDIA CORPORATION COM
-$94.9K
9,147
-6%
减持
UNP
UNION PAC CORP COM
+$93.2K
5,435
-1%
减持
BKNG
BOOKING HOLDINGS INC COM
-$90.5K
113
-21%
减持
APD
AIR PRODS & CHEMS INC COM
-$89.8K
800
-37%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$88.4K
4,135
+2%
减持
J
JACOBS SOLUTIONS INC COM
-$86.3K
1,868
-21%
减持
TFC
TRUIST FINL CORP COM
-$83.8K
6,698
-30%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$78.8K
240
-24%
增持
INDA
ISHARES MSCI INDIA ETF
+$69.3K
10,913
+7%
减持
DE
DEERE & CO COM
-$67.2K
813
-25%
增持
EWZ
ISHARES MSCI BRAZIL ETF
+$66.3K
15,590
+8%
增持
EWZS
ISHARES MSCI BRAZIL SMALL-CAP ETF
+$63.8K
30,407
+12%
增持
AMGN
AMGEN INC COM
+$63.2K
3,854
+2%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$62.8K
7,467
+0%
增持
IYE
ISHARES U.S. ENERGY ETF
+$61.7K
26,725
+9%
减持
UBER
UBER TECHNOLOGIES INC COM
-$58.6K
5,461
-15%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$57.4K
4,948
+1%
增持
DOW
DOW INC COM
+$56.0K
16,475
+4%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
+$52.7K
4,006
-0%
增持
CMI
CUMMINS INC COM
+$47.9K
1,004
+0%
减持
DIS
DISNEY WALT CO COM
-$46.3K
2,474
-14%
增持
PCEF
INVESCO CEF INCOME COMPOSITE ETF
+$46.2K
35,000
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$45.4K
6,396
+10%
增持
AVGO
BROADCOM INC COM
+$44.0K
1,530
+1017%
减持
LLY
ELI LILLY & CO COM
-$43.7K
244
-15%
减持
IWB
ISHARES RUSSELL 1000 ETF
+$42.9K
2,954
-1%
减持
KMB
KIMBERLY-CLARK CORP COM
-$40.0K
1,518
-18%
减持
V
VISA INC COM CL A
-$39.1K
3,534
-8%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$37.0K
15,879
-1%
增持
AMZN
AMAZON COM INC COM
-$36.9K
10,635
+2%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$36.8K
2,100
-0%
减持
META
META PLATFORMS INC CL A
-$36.4K
930
-18%
减持
CLX
CLOROX CO DEL COM
+$36.3K
2,059
-6%
减持
VOE
VANGUARD MID-CAP VALUE ETF
+$36.1K
5,417
-7%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$35.0K
1,935
-9%
减持
COST
COSTCO WHSL CORP NEW COM
+$34.5K
1,177
-1%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$31.4K
2,292
+6%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$30.7K
596
-4%
减持
PANW
PALO ALTO NETWORKS INC COM
-$30.7K
2,126
-5%
增持
URA
GLOBAL X URANIUM ETF
+$30.3K
580,970
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$30.1K
6,907
-2%
减持
RWR
SPDR DOW JONES REIT ETF
+$29.8K
2,624
-2%
减持
RTX
RTX CORPORATION COM
+$27.6K
2,633
-9%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$26.6K
4,447
-13%
减持
COF
CAPITAL ONE FINL CORP COM
-$26.4K
1,399
-18%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$26.2K
3,050
-1%
增持
—
EXXON MOBIL CORP COM
+$24.9K
10,204
+0%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$24.8K
2,326
-3%
减持
IQV
IQVIA HLDGS INC COM
+$22.5K
1,877
-6%
减持
PFE
PFIZER INC COM
-$22.1K
13,231
-9%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$21.4K
975
+2%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$18.9K
558
-22%
减持
TJX
TJX COS INC NEW COM
+$18.4K
3,246
-2%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$17.2K
4,876
+0%
增持
CVX
CHEVRON CORP NEW COM
-$15.5K
6,187
+4%
减持
PEP
PEPSICO INC COM
+$13.8K
5,912
-2%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$11.8K
2,455
-1%
增持
AMLP
ALERIAN MLP ETF
+$8.5K
61,255
+2%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$7.3K
11,602
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$3.6K
544
+2%
