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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 79
增持 59
减持 12
方向
标的
Δ市值
现股数(环比)
建仓
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$15.9M
693,415
增持
HYMB
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
+$9.0M
395,696
+978%
增持
VV
VANGUARD LARGE-CAP ETF
+$8.7M
354,707
+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。
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$8.4M
18,479
-81%
减持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$8.1M
524,950
-19%
增持
VB
VANGUARD SMALL-CAP ETF
+$6.8M
349,079
+1%
增持
URA
GLOBAL X URANIUM ETF
+$5.7M
634,629
+0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$5.3M
1,541,281
+1%
增持
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
+$3.7M
723,596
+2%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$3.1M
222,655
+3%
减持
VONE
VANGUARD RUSSELL 1000 ETF
+$3.0M
140,408
-0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.9M
891,654
+1%
增持
VO
VANGUARD MID-CAP ETF
+$2.6M
138,990
+2%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$2.5M
264,618
+1%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$2.1M
173,117
+3%
增持
GTEK
GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
+$1.8M
556,879
+1%
增持
VUG
VANGUARD GROWTH ETF
+$1.7M
39,858
+0%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
112,594
+0%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$986.0K
404,534
+3%
减持
AAPL
APPLE INC COM
+$927.0K
20,339
-2%
增持
EFA
ISHARES MSCI EAFE ETF
+$849.5K
196,877
+0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$752.1K
259,882
+2%
增持
SILJ
AMPLIFY JUNIOR SILVER MINERS ETF
+$719.9K
84,278
+2%
建仓
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$718.8K
5,517
增持
GOOG
ALPHABET INC CAP STK CL C
+$717.4K
10,583
+1%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$608.7K
163,607
+5%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$597.3K
8,131
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$587.4K
82,636
+5%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$540.2K
771,347
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$517.2K
2,835
增持
TIP
ISHARES TIPS BOND ETF
+$502.9K
156,106
+2%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$493.7K
59,228
+5%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$492.0K
124,053
+6%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$470.0K
220,212
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$454.9K
11,862
+4%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$387.0K
25,823
+5%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$384.8K
847,944
+1%
增持
VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
+$369.7K
91,582
+2%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$343.7K
11,068
+1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$319.7K
67,623
+13%
建仓
VXF
VANGUARD EXTENDED MARKET ETF
+$317.6K
1,517
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$304.0K
78,660
+2%
建仓
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
+$300.1K
7,725
增持
ORCL
ORACLE CORP COM
+$288.2K
4,432
+1%
减持
HWM
HOWMET AEROSPACE INC COM
-$286.7K
3,113
-35%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$283.6K
105,321
+2%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$272.7K
3,123
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$271.9K
114,104
+0%
减持
GLD
SPDR GOLD SHARES
+$266.8K
5,274
-0%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$263.5K
45,888
+14%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$256.9K
15,282
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$256.7K
1,802
+64%
建仓
GE
GE AEROSPACE COM NEW
+$251.5K
836
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$250.4K
8,174
-9%
建仓
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
+$247.8K
2,602
建仓
VIOG
VANGUARD S&P SMALL-CAP 600 GROWTH ETF
+$244.3K
2,006
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$227.7K
1,037
增持
MYCJ
SPDR SSGA MY2030 CORPORATE BOND ETF
+$218.4K
341,762
+2%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$216.1K
360
建仓
CSX
CSX CORP COM
+$213.2K
6,005
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$212.6K
258,906
+2%
增持
MYMJ
SPDR SSGA MY2030 MUNICIPAL BOND ETF
+$211.5K
234,082
+3%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$208.4K
1,166
增持
MYCI
SPDR SSGA MY2029 CORPORATE BOND ETF
+$205.8K
338,657
+2%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF
+$204.8K
755
增持
CVX
CHEVRON CORP NEW COM
+$204.2K
9,040
+8%
增持
MYMI
SPDR SSGA MY2029 MUNICIPAL BOND ETF
+$195.2K
234,592
+3%
增持
MYCH
SPDR SSGA MY2028 CORPORATE BOND ETF
+$193.7K
335,718
+2%
建仓
CLX
CLOROX CO DEL COM
+$192.8K
1,564
建仓
ENB
ENBRIDGE INC COM
+$190.9K
3,782
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$190.1K
1,745
增持
MSFT
MICROSOFT CORP COM
+$188.7K
8,968
+0%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$187.4K
1,507
减持
MGC
VANGUARD MEGA CAP ETF
+$185.9K
9,825
-0%
建仓
BLK
BLACKROCK INC COM
+$185.4K
159
建仓
NUE
NUCOR CORP COM
+$180.4K
1,332
建仓
VTWG
VANGUARD RUSSELL 2000 GROWTH ETF
+$178.4K
763
建仓
BX
BLACKSTONE INC COM
+$177.7K
1,040
增持
NVDA
NVIDIA CORPORATION COM
+$177.2K
6,171
+0%
建仓
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$177.1K
2,141
建仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$175.0K
811
建仓
MMM
3M CO COM
+$174.4K
1,124
建仓
BWZ
SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
+$174.4K
6,268
建仓
SCHH
SCHWAB U.S. REIT ETF
+$172.2K
7,983
建仓
WK
WORKIVA INC COM CL A
+$172.2K
2,000
建仓
NOW
SERVICENOW INC COM
+$171.2K
186
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$170.2K
493
建仓
D
DOMINION ENERGY INC COM
+$169.9K
2,777
增持
KBWY
INVESCO KBW PREMIUM YIELD EQUITY REIT ETF
+$168.8K
117,733
+8%
减持
JPM
JPMORGAN CHASE & CO. COM
+$167.6K
7,295
-1%
建仓
AZO
AUTOZONE INC COM
+$167.3K
39
建仓
QCOM
QUALCOMM INC COM
+$162.7K
978
建仓
KMI
KINDER MORGAN INC DEL COM
+$161.2K
5,694
建仓
PGR
PROGRESSIVE CORP COM
+$159.0K
644
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$158.5K
3,032
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$156.2K
3,373
增持
MCD
MCDONALDS CORP COM
+$155.8K
7,329
+3%
增持
LOW
LOWES COS INC COM
+$155.3K
5,072
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$153.9K
56,044
+8%
建仓
EMR
EMERSON ELEC CO COM
+$152.3K
1,161
建仓
—
TOTALENERGIES SE SPONSORED ADS
+$147.6K
2,473
建仓
BLDR
BUILDERS FIRSTSOURCE INC COM
+$146.1K
1,205
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$145.7K
824
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$142.2K
290
建仓
—
BUNGE GLOBAL SA COM SHS
+$137.6K
1,693
增持
VOO
VANGUARD S&P 500 ETF
+$135.5K
1,109
+16%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$135.1K
835
建仓
—
STERIS PLC SHS USD
+$134.6K
544
建仓
TM
TOYOTA MOTOR CORP ADS
+$133.8K
700
增持
IWM
ISHARES RUSSELL 2000 ETF
+$133.5K
4,236
+3%
增持
XSHD
INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF
+$133.4K
132,094
+8%
建仓
REGN
REGENERON PHARMACEUTICALS COM
+$132.7K
236
建仓
SYY
SYSCO CORP COM
+$132.2K
1,605
建仓
ACM
AECOM COM
+$131.6K
1,009
建仓
LLY
ELI LILLY & CO COM
+$131.2K
172
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$131.2K
503
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$122.6K
1,718
增持
MRK
MERCK & CO INC COM
+$122.5K
11,193
+8%
建仓
FISV
FISERV INC COM
+$122.5K
950
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$120.9K
2,383
建仓
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$118.2K
2,070
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$117.9K
1,758
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$116.2K
1,078
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$114.9K
952
建仓
ABT
ABBOTT LABS COM
+$114.9K
858
建仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$114.2K
1,200
建仓
SCHW
SCHWAB CHARLES CORP COM
+$113.7K
1,191
减持
XME
SPDR S&P METALS & MINING ETF
-$112.3K
17,380
-33%
增持
TSLA
TESLA INC COM
+$111.7K
739
+8%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$109.6K
245
建仓
DG
DOLLAR GEN CORP NEW COM
+$107.5K
1,040
建仓
COP
CONOCOPHILLIPS COM
+$105.7K
1,117
建仓
SO
SOUTHERN CO COM
+$105.5K
1,113
建仓
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
+$105.5K
5,098
建仓
PRU
PRUDENTIAL FINL INC COM
+$102.4K
987
增持
SCHK
SCHWAB 1000 INDEX ETF
+$101.5K
14,247
+19%
建仓
SBUX
STARBUCKS CORP COM
+$100.2K
1,184
建仓
—
CNH INDL N V SHS
+$99.9K
9,205
建仓
PYPL
PAYPAL HLDGS INC COM
+$99.8K
1,488
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$99.4K
20,255
+13%
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$95.9K
842
建仓
DEO
DIAGEO PLC SPON ADR NEW
+$95.4K
1,000
建仓
HTGC
HERCULES CAPITAL INC COM
+$94.5K
5,000
减持
TFC
TRUIST FINL CORP COM
-$94.0K
3,222
-43%
建仓
SAP
SAP SE SPON ADR
+$93.5K
350
建仓
HIG
HARTFORD INSURANCE GROUP INC COM
+$93.4K
700
建仓
ELV
ELEVANCE HEALTH INC FORMERLY A COM
+$92.7K
287
减持
COST
COSTCO WHSL CORP NEW COM
-$92.2K
1,419
-0%
建仓
BA
BOEING CO COM
+$92.2K
427
建仓
CR
CRANE COMPANY COMMON STOCK
+$92.1K
500
