小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Herold Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Herold Advisors, Inc.
报告期 2026-03-31 · CIK 0001891713
持仓数
263
前50大市值合计
$289.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 2
增持 41
减持 26
清仓 81
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$2.9M
81,769
-0%
减持
MSFT
MICROSOFT CORP COM
+$1.4M
31,539
-4%
增持
NVDA
NVIDIA CORP COM
+$1.2M
12,908
+5%
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
—
ACTIVISION BLIZZARD INC COM
-$1.2M
0
-100%
建仓
—
NEW AGE ALPHA TR AVDR US LARGECAP LEADING ETF
+$1.0M
32,340
增持
HD
HOME DEPOT INC COM
+$925.0K
10,190
+1%
减持
ABBV
ABBVIE INC COM
+$830.0K
30,672
-0%
增持
QCOM
QUALCOMM INC
+$758.0K
11,498
+10%
增持
AVDE
AMERICAN CENTY ETF TR AVANTIS INTL EQUITY ETF
+$750.0K
15,064
+361%
清仓
—
ENTREPRENEURSHARES SER TR ERSHARES NEXTGEN ENTREPRENEURS ETF
-$716.0K
0
-100%
增持
NKE
NIKE INC CL B
+$693.0K
31,133
+1%
清仓
—
ENTREPRENEURSHARES SER TR ERSHARES ENTREPRENEURS ETF
-$650.0K
0
-100%
增持
PFE
PFIZER INC COM
+$567.0K
32,980
+3%
增持
INTU
INTUIT INCORPORATED COM
+$541.0K
4,590
+3%
减持
CMCSA
COMCAST CORP CL A
-$517.0K
27,958
-19%
增持
TSLA
TESLA INC COM
+$490.0K
1,690
+1%
增持
—
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34
+$455.0K
4,550
+2%
减持
ZTS
ZOETIS INC COM
+$453.0K
12,010
-6%
减持
PG
PROCTER & GAMBLE CO COM
+$448.0K
18,936
-0%
增持
—
BLACKROCK INC COM
+$432.0K
1,860
+23%
增持
ABT
ABBOTT LABS COM
+$391.0K
14,669
+4%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$383.0K
51,533
+21%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISIN#BMG162521014
+$380.0K
80,577
+0%
增持
CVX
CHEVRON CORP NEW COM
+$359.0K
20,931
+1%
建仓
DFUS
DIMENSIONAL ETF TR U S EQUITY ETF
+$324.0K
6,270
增持
NEE
NEXTERA ENERGY INC COM
+$323.0K
21,722
+0%
增持
TSCO
TRACTOR SUPPLY CO COM
+$314.0K
5,035
+15%
清仓
—
JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619
-$313.0K
0
-100%
增持
CSCO
CISCO SYSTEMS INC
+$302.0K
32,826
+0%
减持
CTAS
CINTAS CORP COM
+$271.0K
4,655
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS
+$263.0K
4,330
+38%
增持
WPC
W P CAREY INC COM
+$257.0K
28,419
+0%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$252.0K
29,727
+10%
增持
OMFL
INVESCO EXCHANGE-TRADED SELF - INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ET
+$250.0K
50,195
+1%
减持
CWB
SPDR SER TR BLOOMBERG BARCLAYS U S CONV LIQUID BD INDEX
-$250.0K
15,138
-14%
减持
NTSX
WISDOMTREE TR U S EFFICIENT CORE FD
-$238.0K
32,245
-21%
增持
XLE
SELECT SECTOR SPDR TR ENERGY
+$233.0K
36,670
+6%
减持
V
VISA INC COM CL A
-$232.0K
27,361
-1%
清仓
—
LANDMARK INFRASTRUCTURE PARTNERS LP COM UNIT LTD PARTNER INT
-$228.0K
0
-100%
清仓
PWR
QUANTA SVCS INC COM
-$227.0K
0
-100%
增持
DIS
DISNEY WALT CO DISNEY COM
+$225.0K
9,367
+29%
增持
—
EXXON MOBIL CORP COM
+$223.0K
32,818
+8%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$222.0K
7,950
+200%
清仓
U
UNITY SOFTWARE INC COM
-$220.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027
-$218.0K
0
-100%
增持
—
GLAXOSMITHKLINE PLC SPONS ADR
+$216.0K
19,809
+15%
减持
NULG
NUSHARES ETF TR ESG LARGE-CAP GROWTH ETF
-$215.0K
4,220
-45%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$210.0K
0
-100%
减持
DSTL
ETF SER SOLUTIONS DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
+$207.0K
47,872
-2%
减持
GSLC
GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF
+$207.0K
26,964
-2%
增持
PEP
PEPSICO INC COM
+$202.0K
5,465
+10%
清仓
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR
-$199.0K
0
-100%
清仓
—
PERSHING SQUARE TONTINE HLDGS LTD CL A
-$197.0K
0
-100%
清仓
GM
GENERAL MTRS CO COM
-$191.0K
0
-100%
增持
WM
WASTE MGMT INC DEL COM
+$188.0K
2,290
+76%
清仓
KR
KROGER CO COM
-$187.0K
0
-100%
清仓
TGT
TARGET CORP COM
-$187.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD VI RISING DIVID ACHIEVERS ETF
+$185.0K
28,565
+5%
增持
WMT
WALMART INC COM
+$180.0K
20,538
+3%
清仓
KHC
KRAFT HEINZ CO COM
-$180.0K
0
-100%
减持
CVS
CVS HEALTH CORP COM
+$180.0K
11,639
-3%
清仓
KEY
KEYCORP NEW COM
-$177.0K
0
-100%
清仓
IDHQ
INVESCO EXCHANGE-TRADED FD TR II S&P INTL DEV QUALITY ETF
-$177.0K
0
-100%
清仓
MLPA
GLOBAL X FDS MLP ETF NEW
-$176.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$174.0K
0
-100%
清仓
IHDG
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD
-$170.0K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE-TRADED FD TR ULTRA SHORT MUN INCOME ETF
-$168.0K
0
-100%
清仓
WYNN
WYNN RESORTS LTD COM
-$167.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC COM
-$165.0K
0
-100%
增持
DGRW
WISDOMTREE TR US QUALITY DIVID GROWTH FD
+$164.0K
23,404
+0%
清仓
—
JACOBS ENGR GROUP INC COM
-$159.0K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC COM
-$159.0K
0
-100%
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TR EMQQ EMERGING MKTS INTERNET & ECOMMERCE ETF
-$158.0K
0
-100%
清仓
GEM
GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETF
-$158.0K
0
-100%
清仓
TIP
ISHARES TR TIPS BD ETF
-$157.0K
0
-100%
减持
ICLN
ISHARES TR GLOBAL CLEAN ENERGY ETF
-$155.0K
22,520
-23%
减持
ICVT
ISHARES TR CONV BD ETF
-$155.0K
14,410
-0%
清仓
AMGN
AMGEN INC COM
-$155.0K
0
-100%
清仓
QUS
SPDR SER TR MSCI USA QUALITY STRATEGICFACTORS ETF
-$155.0K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETF
-$154.0K
0
-100%
减持
MA
MASTERCARD INC CL A COM
+$154.0K
17,725
-1%
清仓
PSA
PUBLIC STORAGE COM
-$148.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETF
+$147.0K
15,039
+12%
清仓
LMBS
FIRST TR LOW DURATION OPPORTUNITIES ETF
-$146.0K
0
-100%
清仓
D
DOMINION ENERGY INC COM
-$146.0K
0
-100%
清仓
OMFS
INVESCO EXCHANGE-TRADED SELF - INDEXED FD TR INVESCO RUSSELL 2000 MULTIFACTOR ET
-$142.0K
0
-100%
清仓
—
DRAFTKINGS INC CL A
-$142.0K
0
-100%
清仓
NMT
NUVEEN MASS QUALITY MUNICIPAL INCOME FD
-$139.0K
0
-100%
清仓
—
WESTROCK CO COM
-$137.0K
0
-100%
清仓
HEDJ
WISDOMTREE TR EUROPE HEDGED EQUITY FD
-$136.0K
0
-100%
减持
MKC
MCCORMICK & CO INC COM NON VTG
+$136.0K
9,460
-1%
增持
T
AT&T INC COM
-$133.0K
67,335
+2%
清仓
BSV
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF
-$133.0K
0
-100%
清仓
CLX
CLOROX CO COM
-$132.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF
-$130.0K
0
-100%
清仓
MMM
3M CO COM
-$129.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC COM
-$129.0K
0
-100%
增持
BA
BOEING CO COM
+$128.0K
4,366
+28%
清仓
ESGU
ISHARES TR ESG AWARE MSCI UAS ETF
-$126.0K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$124.0K
9,445
-2%
清仓
UPS
UNITED PARCEL SVC INC CL B
-$124.0K
0
-100%
清仓
PALC
PACER FDS TR LUNT LARGE CAP MULTI FACTOR ALTERNATOR ETF
-$123.0K
0
-100%
减持
ABBNY
ABB LTD SPONSORED ADR
-$122.0K
11,300
-32%
清仓
NAD
NUVEEN QUALITY MUN INCOME FD COM
-$122.0K
0
-100%
清仓
XYLD
GLOBAL X FDS S&P 500 COVERED CALL ETF
-$121.0K
0
-100%
清仓
IQDG
WISDOMTREE TR INTL QUALITY DIVID GROWTH FD
-$119.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$119.0K
0
-100%
减持
NGG
NATIONAL GRID PLC SPON ADR NEW 2017
+$118.0K
9,536
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$118.0K
342
+5%
清仓
FIW
FIRST TR EXCHANGE TRADED FD WTR ETF
-$117.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$117.0K
5,237
-2%
增持
BAC
BANK OF AMERICA CORPORATION COM
+$116.0K
32,414
+4%
清仓
SRVR
PACER FDS TR BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE
-$116.0K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$116.0K
0
-100%
减持
GE
GENERAL ELEC CO COM NEW
-$116.0K
4,420
-15%
清仓
SPLV
INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF
-$115.0K
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC COM
-$114.0K
0
-100%
清仓
VOT
VANGUARD INDEX FDS MID-CAP GROWTH ETF
-$114.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR TR UNIT
-$114.0K
0
-100%
减持
C
CITIGROUP INC COM NEW ISIN#US1729674242
-$113.0K
8,861
-4%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS INC COM
-$112.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
-$112.0K
3,312
+17%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$112.0K
0
-100%
清仓
OGN
ORGANON & CO COM
-$112.0K
0
-100%
增持
GOOGL
ALPHABET INC CL A
+$112.0K
260
+8%
清仓
FDVV
FIDELITY COVINGTON TR HIGH DIVID ETF
-$111.0K
0
-100%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
+$111.0K
20,903
+0%
清仓
CTVA
CORTEVA INC COM
-$111.0K
0
-100%
清仓
JPSE
J P MORGAN EXCHANGE-TRADED FD TR DIVERSIFIED RETURN US SMALL CAP ETF
-$110.0K
0
-100%
清仓
—
ETF MANAGERS TR ETFMG PRIME CYBER SEC ETF
-$109.0K
0
-100%
清仓
FDX
FEDEX CORP COM
-$109.0K
0
-100%
清仓
—
TWITTER INC COM
-$108.0K
0
-100%
清仓
BIDU
BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085
-$107.0K
0
-100%
增持
SPGP
INVESCO EXCHANGE-TRADED FD TR S&P 500 GARP ETF
+$105.0K
5,405
+12%
减持
F
FORD MOTOR CO DEL COM PAR
+$105.0K
26,240
-16%
清仓
BIV
VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF
-$104.0K
0
-100%
清仓
IDA
IDACORP INC COM
-$103.0K
0
-100%
清仓
—
PIMCO NEW YORK MUN INCOME FD III COM
-$102.0K
0
-100%
增持
MRK
MERCK & CO INC NEW COM
+$102.0K
21,095
+5%
清仓
—
NUVEEN TAX ADVANTAGED DIVIDEND GROWTH FD COM
-$102.0K
0
-100%
清仓
—
HESS CORP COM
-$101.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORP COM
-$101.0K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC COM
-$99.0K
0
-100%
清仓
HSY
HERSHEY CO COM
-$99.0K
0
-100%
清仓
DIAL
COLUMBIA ETF TR I DIVERSIFIED FXD INCOME ALLOCATION ETF
-$98.0K
0
-100%
清仓
VKQ
INVESCO MUN TR COM
-$97.0K
0
-100%
清仓
HTD
HANCOCK JOHN TAX ADVANTAGED DIVID FD COM
-$97.0K
0
-100%
清仓
BBAG
J P MORGAN EXCHANGE-TRADED FD TR U S AGGREGATE BD ETF NEW
-$97.0K
0
-100%
清仓
—
COLUMBIA PPTY TR INC COM NEW
-$95.0K
0
-100%
减持
—
EATON CORPORATION PLC SHS ISIN#IE00B8KQN827
+$95.0K
5,322
-4%
