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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 141 项
建仓 15
增持 72
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VV
VANGUARD LARGE-CAP ETF
+$10.9M
352,178
+1%
增持
URA
GLOBAL X URANIUM ETF
+$10.2M
633,528
+1%
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$7.0M
649,506
+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
VB
VANGUARD SMALL-CAP ETF
+$6.3M
345,967
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.8M
886,057
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$4.1M
1,530,631
+0%
增持
VONE
VANGUARD RUSSELL 1000 ETF
+$3.9M
140,494
+0%
增持
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
+$3.7M
551,464
+1%
增持
VO
VANGUARD MID-CAP ETF
+$3.1M
136,568
+1%
减持
VUG
VANGUARD GROWTH ETF
+$2.6M
39,793
-1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.9M
261,397
+2%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$1.7M
168,370
+1%
建仓
KBWY
INVESCO KBW PREMIUM YIELD EQUITY REIT ETF
+$1.7M
108,646
建仓
XSHD
INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF
+$1.6M
121,757
清仓
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$1.6M
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$1.5M
8,959
+14%
减持
AMLP
ALERIAN MLP ETF
-$1.5M
35,731
-42%
减持
EFA
ISHARES MSCI EAFE ETF
+$1.4M
196,140
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.2M
8,975
+49%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.1M
59,800
+246%
建仓
HWM
HOWMET AEROSPACE INC COM
+$897.5K
4,822
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$778.7K
40,190
+295%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$683.0K
216,588
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$665.0K
78,646
+10%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$655.3K
155,640
+2%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$557.6K
52,074
+74%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$504.8K
10,962
-0%
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$500.9K
17,859
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$453.8K
56,444
+2%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$452.4K
393,005
-1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$436.7K
7,359
+6%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$429.1K
24,536
+14%
建仓
SCHK
SCHWAB 1000 INDEX ETF
+$356.1K
11,941
减持
ORCL
ORACLE CORP COM
+$344.1K
4,383
-0%
减持
PWR
QUANTA SVCS INC COM
+$329.0K
2,803
-3%
减持
NVDA
NVIDIA CORPORATION COM
+$301.1K
6,166
-1%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
-$295.2K
711,039
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$294.5K
5,259
+4%
增持
XME
SPDR S&P METALS & MINING ETF
+$291.3K
25,766
+0%
增持
COST
COSTCO WHSL CORP NEW COM
+$289.7K
1,420
+20%
减持
AMZN
AMAZON COM INC COM
+$279.1K
10,900
-2%
增持
AAPL
APPLE INC COM
-$274.4K
20,724
+2%
增持
CSCO
CISCO SYS INC COM
+$270.4K
23,405
+7%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$267.6K
0
-100%
建仓
FSS
FEDERAL SIGNAL CORP COM
+$266.1K
2,500
增持
SPY
SPDR S&P 500 ETF TRUST
+$264.6K
2,306
+11%
建仓
WFC
WELLS FARGO CO NEW COM
+$259.9K
3,244
建仓
CTAS
CINTAS CORP COM
+$253.6K
1,138
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$244.1K
558
减持
VTV
VANGUARD VALUE ETF
+$233.2K
112,234
-1%
建仓
SCMB
SCHWAB MUNICIPAL BOND ETF
+$232.7K
9,243
增持
GOOGL
ALPHABET INC CAP STK CL A
+$231.9K
9,488
+2%
建仓
KKR
KKR & CO INC COM
+$229.2K
1,723
清仓
CLX
CLOROX CO DEL COM
-$227.6K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$226.7K
413
建仓
MO
ALTRIA GROUP INC COM
+$225.6K
3,848
增持
SILJ
AMPLIFY JUNIOR SILVER MINERS ETF
+$224.0K
82,845
+0%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$220.6K
103,444
+1%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$217.9K
0
-100%
建仓
TSLA
TESLA INC COM
+$217.0K
683
增持
V
VISA INC COM CL A
+$215.0K
4,010
+16%
增持
CAT
CATERPILLAR INC COM
+$213.7K
2,975
+4%
清仓
FISV
FISERV INC COM
-$209.8K
0
-100%
建仓
SLV
ISHARES SILVER TRUST
+$200.2K
6,103
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$186.4K
12,257
-12%
减持
AVGO
BROADCOM INC COM
+$185.2K
1,758
-2%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$182.3K
216,271
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$181.1K
10,486
-2%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$175.4K
2,916
-1%
增持
PM
PHILIP MORRIS INTL INC COM
+$153.0K
3,358
+16%
减持
META
META PLATFORMS INC CL A
+$149.1K
979
-2%
增持
MYCH
SPDR SSGA MY2028 CORPORATE BOND ETF
+$145.7K
329,189
+1%
增持
MYCJ
SPDR SSGA MY2030 CORPORATE BOND ETF
+$137.4K
335,356
+1%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$135.0K
15,038
+0%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$131.4K
2,472
-1%
减持
PANW
PALO ALTO NETWORKS INC COM
+$129.2K
4,366
-3%
减持
BKNG
BOOKING HOLDINGS INC COM
+$122.0K
111
-2%
增持
MYCI
SPDR SSGA MY2029 CORPORATE BOND ETF
+$121.8K
332,173
+1%
减持
—
EXXON MOBIL CORP COM
-$118.6K
9,445
-1%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$115.3K
77,221
+1%
减持
UBER
UBER TECHNOLOGIES INC COM
+$114.9K
6,498
-4%
增持
VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
+$102.6K
89,476
+1%
增持
JNJ
JOHNSON & JOHNSON COM
-$91.1K
11,421
+3%
减持
IWB
ISHARES RUSSELL 1000 ETF
+$88.3K
2,913
-1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$86.2K
7,252
+7%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$85.5K
117,020
+3%
减持
MGC
VANGUARD MEGA CAP ETF
+$83.3K
9,836
-7%
增持
SYK
STRYKER CORPORATION COM
+$78.3K
803
+25%
增持
PG
PROCTER AND GAMBLE CO COM
-$77.6K
9,676
+2%
增持
AMGN
AMGEN INC COM
-$76.9K
4,814
+6%
增持
TIP
ISHARES TIPS BOND ETF
-$74.0K
153,210
+1%
增持
HD
HOME DEPOT INC COM
+$73.7K
2,696
+8%
减持
RMD
RESMED INC COM
+$73.3K
2,323
-1%
增持
BAC
BANK AMERICA CORP COM
+$71.9K
7,389
+11%
增持
DIS
DISNEY WALT CO COM
+$68.3K
2,623
+1%
减持
XYL
XYLEM INC COM
-$67.2K
2,697
-23%
增持
CVX
CHEVRON CORP NEW COM
+$66.6K
8,378
+24%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$63.0K
753,839
+0%
增持
ILF
ISHARES LATIN AMERICA 40 ETF
+$62.7K
23,150
+0%
增持
IYE
ISHARES U.S. ENERGY ETF
-$61.1K
15,472
+0%
增持
MRK
MERCK & CO INC COM
-$59.1K
10,320
+6%
增持
UNP
UNION PAC CORP COM
+$58.6K
5,835
+7%
增持
RTX
RTX CORPORATION COM
+$56.7K
2,777
+5%
减持
AXP
AMERICAN EXPRESS CO COM
+$46.1K
1,172
-4%
减持
VDE
VANGUARD ENERGY ETF
-$42.2K
3,900
-0%
增持
INDA
ISHARES MSCI INDIA ETF
+$41.4K
9,610
+0%
减持
IQV
IQVIA HLDGS INC COM
-$40.0K
1,846
-2%
增持
PEP
PEPSICO INC COM
+$38.5K
7,011
+18%
增持
KO
COCA COLA CO COM
+$35.0K
20,160
+4%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$34.6K
97,864
-1%
减持
TFC
TRUIST FINL CORP COM
-$34.4K
5,612
-16%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$33.8K
252,883
+0%
增持
TJX
TJX COS INC NEW COM
+$31.3K
3,037
+8%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$30.4K
1,571
-0%
减持
DE
DEERE & CO COM
+$29.8K
809
-0%
减持
GDX
VANECK GOLD MINERS ETF
-$27.4K
5,155
-20%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$26.2K
27,151
+3%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$25.6K
2,743
-0%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$22.4K
12,993
-3%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$21.2K
2,296
-3%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$18.4K
2,928
-8%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$16.5K
3,021
+8%
减持
MTB
M & T BK CORP COM
+$16.0K
1,170
-1%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$15.4K
14,704
-4%
减持
RWR
SPDR DOW JONES REIT ETF
-$13.5K
2,546
-3%
减持
CMI
CUMMINS INC COM
+$12.8K
952
-0%
减持
APD
AIR PRODS & CHEMS INC COM
-$11.4K
796
-1%
增持
SPSK
SP FUNDS DOW JONES GLOBAL SUKUK ETF
+$11.4K
15,339
+3%
增持
MCD
MCDONALDS CORP COM
+$10.5K
7,090
+7%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$9.8K
1,364
-3%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$9.6K
4,409
-1%
减持
J
JACOBS SOLUTIONS INC COM
+$8.7K
1,784
-4%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$8.1K
3,791
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$8.0K
568
+6%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$3.9K
255,051
-0%
增持
LOW
LOWES COS INC COM
-$3.2K
5,045
+5%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.6K
2,253
-3%
增持
MYMJ
SPDR SSGA MY2030 MUNICIPAL BOND ETF
+$955
228,359
+0%
增持
MYMI
SPDR SSGA MY2029 MUNICIPAL BOND ETF
-$846
228,855
+0%
减持
MA
MASTERCARD INCORPORATED CL A
-$451
483
-3%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$263
835,676
-0%
