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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 144 项
建仓 12
增持 49
减持 74
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$22.6M
15,341
-98%
减持
VV
VANGUARD LARGE-CAP ETF
-$15.1M
348,556
-10%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$10.4M
13,913
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。
-87%
减持
VB
VANGUARD SMALL-CAP ETF
-$10.1M
341,162
-4%
建仓
MYCJ
SPDR SSGA MY2030 CORPORATE BOND ETF
+$8.2M
333,487
建仓
MYCI
SPDR SSGA MY2029 CORPORATE BOND ETF
+$8.2M
330,272
建仓
MYCH
SPDR SSGA MY2028 CORPORATE BOND ETF
+$8.1M
325,647
建仓
MYMJ
SPDR SSGA MY2030 MUNICIPAL BOND ETF
+$5.6M
227,994
建仓
MYMI
SPDR SSGA MY2029 MUNICIPAL BOND ETF
+$5.6M
228,490
减持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$5.4M
645,837
-13%
减持
VUG
VANGUARD GROWTH ETF
-$5.1M
40,154
-17%
减持
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
-$2.9M
544,568
-8%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$2.7M
166,044
-4%
减持
VO
VANGUARD MID-CAP ETF
-$2.2M
135,711
-4%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$2.1M
255,734
+7%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$2.1M
214,047
+1%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.8M
197,501
+4%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$1.7M
1,523,909
+1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.7M
21,540
+329%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$1.6M
102,708
+16%
增持
VONE
VANGUARD RUSSELL 1000 ETF
+$1.6M
140,192
+10%
增持
TIP
ISHARES TIPS BOND ETF
+$1.5M
152,428
+6%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.4M
216,065
+7%
增持
URA
GLOBAL X URANIUM ETF
-$1.3M
626,701
+7%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$1.3M
837,096
+5%
清仓
MMM
3M CO COM
-$1.3M
0
-100%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$1.2M
753,435
+6%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.2M
397,450
+7%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.2M
880,334
-3%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$1.1M
0
-100%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$1.0M
152,027
+12%
建仓
SILJ
AMPLIFY JUNIOR SILVER MINERS ETF
+$1.0M
82,678
增持
PG
PROCTER AND GAMBLE CO COM
+$984.4K
9,501
+151%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$973.8K
255,363
-4%
增持
MCD
MCDONALDS CORP COM
+$973.4K
6,598
+76%
建仓
MRK
MERCK & CO INC COM
+$876.1K
9,760
增持
GLD
SPDR GOLD SHARES
+$830.1K
5,275
+85%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$787.8K
76,814
+9%
增持
VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
+$719.7K
88,202
+10%
建仓
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$645.2K
12,906
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$643.4K
13,178
减持
AAPL
APPLE INC COM
-$629.1K
20,377
-1%
减持
NVDA
NVIDIA CORPORATION COM
-$610.4K
6,210
-35%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$592.7K
55,203
+8%
建仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$488.2K
6,184
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$472.4K
252,745
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$467.5K
6,021
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$461.7K
10,747
-4%
减持
IYE
ISHARES U.S. ENERGY ETF
-$457.2K
15,430
-42%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$441.7K
98,877
+4%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$424.7K
15,017
-8%
增持
JNJ
JOHNSON & JOHNSON COM
+$423.9K
11,069
+13%
增持
AMGN
AMGEN INC COM
+$414.6K
4,561
+18%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$400.6K
10,999
-4%
减持
MSFT
MICROSOFT CORP COM
-$387.3K
7,852
-1%
减持
AMZN
AMAZON COM INC COM
-$335.7K
11,102
-1%
减持
VTV
VANGUARD VALUE ETF
-$335.4K
113,483
-4%
建仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$325.5K
6,216
建仓
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$324.2K
6,172
清仓
TSLA
TESLA INC COM
-$311.4K
0
-100%
增持
AMLP
ALERIAN MLP ETF
+$299.7K
62,046
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$289.1K
9,313
+2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$281.3K
26,478
+15%
增持
KO
COCA COLA CO COM
+$274.2K
19,426
+8%
清仓
KKR
KKR & CO INC COM
-$246.6K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$234.5K
6,773
+9%
清仓
FSS
FEDERAL SIGNAL CORP COM
-$231.0K
0
-100%
清仓
WK
WORKIVA INC COM CL A
-$219.0K
0
-100%
清仓
QQQ
INVESCO QQQ TRUST SERIES I
-$217.8K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC COM
-$213.3K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$206.1K
0
-100%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$191.9K
113,871
-2%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$166.7K
114,140
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$162.1K
2,943
-4%
增持
UBER
UBER TECHNOLOGIES INC COM
+$159.8K
6,744
+23%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$152.3K
1,575
-24%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$137.4K
7,870
+7%
减持
AVGO
BROADCOM INC COM
-$119.3K
1,788
-1%
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$116.8K
27,431
+5%
减持
CAT
CATERPILLAR INC COM
-$112.2K
2,854
-2%
减持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$111.6K
702,958
-1%
减持
CLX
CLOROX CO DEL COM
-$106.9K
1,546
-25%
减持
V
VISA INC COM CL A
+$105.1K
3,449
-1%
减持
ILF
ISHARES LATIN AMERICA 40 ETF
-$103.9K
23,102
-25%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$89.6K
4,131
-0%
增持
MGC
VANGUARD MEGA CAP ETF
-$82.9K
10,572
+2%
减持
HD
HOME DEPOT INC COM
-$79.9K
2,496
-2%
减持
—
EATON CORP PLC SHS
-$78.5K
1,054
-4%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$77.9K
10,059
-0%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$75.5K
17,271
-12%
减持
SPY
SPDR S&P 500 ETF TRUST
-$74.1K
2,074
-2%
减持
LOW
LOWES COS INC COM
-$70.0K
4,813
-0%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$69.3K
2,505
+2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$62.6K
2,750
-5%
减持
XME
SPDR S&P METALS & MINING ETF
-$59.3K
25,731
-3%
减持
INDA
ISHARES MSCI INDIA ETF
-$53.7K
9,590
-8%
减持
CW
CURTISS WRIGHT CORP COM
-$53.5K
950
-5%
增持
SPSK
SP FUNDS DOW JONES GLOBAL SUKUK ETF
+$51.7K
14,879
+23%
减持
CMI
CUMMINS INC COM
-$51.0K
954
-5%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$50.8K
2,937
-1%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$49.4K
2,761
-8%
减持
TJX
TJX COS INC NEW COM
-$48.4K
2,822
-13%
减持
BKNG
BOOKING HOLDINGS INC COM
-$45.8K
113
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$44.1K
5,050
-15%
减持
UNP
UNION PAC CORP COM
+$43.7K
5,435
-0%
增持
PANW
PALO ALTO NETWORKS INC COM
-$40.7K
4,479
+1%
减持
—
EXXON MOBIL CORP COM
+$40.3K
9,558
-6%
减持
WMT
WALMART INC COM
-$40.1K
8,608
-2%
减持
AMAT
APPLIED MATLS INC COM
-$38.4K
1,868
-2%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$36.7K
4,005
-0%
增持
COST
COSTCO WHSL CORP NEW COM
+$35.7K
1,180
+0%
减持
JPM
JPMORGAN CHASE & CO. COM
+$34.4K
6,917
-0%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$31.7K
10,162
-3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$28.8K
29,990
-2%
增持
DIS
DISNEY WALT CO COM
-$26.3K
2,604
+2%
减持
MKL
MARKEL GROUP INC COM
+$26.1K
194
-1%
减持
BAC
BANK AMERICA CORP COM
-$25.5K
6,656
-4%
减持
RMD
RESMED INC COM
-$22.8K
2,350
-2%
减持
AMT
AMERICAN TOWER CORP NEW COM
+$22.2K
1,733
-10%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$21.7K
511
-11%
增持
SDY
SPDR S&P DIVIDEND ETF
+$18.8K
2,922
+2%
增持
KMB
KIMBERLY-CLARK CORP COM
+$17.5K
1,532
+0%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$17.1K
3,176
-0%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$17.0K
6,747
+5%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$16.0K
1,101
+11%
减持
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$15.2K
9,409
-12%
减持
PEP
PEPSICO INC COM
-$13.9K
5,917
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$13.6K
1,409
-1%
增持
MA
MASTERCARD INCORPORATED CL A
+$13.3K
496
+1%
减持
CSCO
CISCO SYS INC COM
-$12.8K
21,932
-5%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$12.5K
985
+19%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$12.4K
71,251
-3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$11.4K
3,891
+12%
增持
META
META PLATFORMS INC CL A
+$10.2K
995
+3%
减持
NEE
NEXTERA ENERGY INC COM
-$9.0K
7,023
-1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$5.4K
2,317
-0%
减持
GD
GENERAL DYNAMICS CORP COM
+$4.7K
896
-1%
减持
AFL
AFLAC INC COM
+$4.4K
1,906
-5%
减持
FISV
FISERV INC COM
+$4.4K
950
-5%
增持
PFE
PFIZER INC COM
+$1.7K
13,921
+5%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$1.6K
4,432
-2%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$1.3K
2,362
+1%
减持
SYK
STRYKER CORPORATION COM
-$1.2K
643
-4%
减持
RWR
SPDR DOW JONES REIT ETF
-$408
2,613
-0%
