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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 2
增持 53
减持 15
清仓 80
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$3.2M
83,121
-0%
增持
NVDA
NVIDIA CORP COM
-$1.8M
14,971
+0%
增持
MSFT
MICROSOFT CORP COM
-$1.6M
33,166
+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
NKE
NIKE INC CL B
-$901.4K
34,192
+5%
减持
—
BROOKFIELD ASSET MGMT INC VTG SHS CL A ISIN#CA1125851040
-$793.0K
59,340
-2%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$722.0K
7,513
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISIN#BMG162521014
-$711.5K
120,155
+50%
增持
MA
MASTERCARD INC CL A
-$696.3K
17,535
+1%
清仓
—
ETF SER SOLUTIONS NATIONWIDE NASDAQ-100 RISK MANAGED INCOME ETF
-$678.2K
0
-100%
增持
TSLA
TESLA INC COM
-$623.9K
1,835
+6%
增持
OKE
ONEOK INC NEW COM
-$563.3K
41,758
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$545.1K
29,053
+4%
增持
WMT
WALMART INC COM
-$543.2K
22,742
+2%
增持
AMZN
AMAZON COM INC COM
-$517.7K
13,520
+2157%
增持
DE
DEERE & CO COM
-$495.7K
5,319
+6%
增持
SPGI
S&P GLOBAL INC COM
-$482.0K
7,420
+2%
增持
INTU
INTUIT COM
-$424.0K
5,120
+3%
减持
CSCO
CISCO SYS INC COM
-$409.6K
30,886
-0%
减持
CVX
CHEVRON CORP NEW COM
-$405.2K
21,125
-1%
增持
COST
COSTCO WHOLESALE CORP NEW COM
-$379.5K
5,015
+4%
增持
DIS
DISNEY WALT CO DISNEY COM
-$357.3K
12,943
+12%
减持
T
AT&T INC COM
-$346.2K
59,445
-12%
减持
NTSX
WISDOMTREE TR U S EFFICIENT CORE FD
-$340.3K
30,760
-9%
清仓
ARKK
ARK ETF TR INNOVATION ETF
-$335.0K
0
-100%
增持
BAC
BANK AMER CORP COM
-$329.4K
32,569
+0%
减持
LLY
LILLY ELI & CO COM
+$320.2K
9,569
-1%
增持
GSLC
GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF
-$312.3K
26,820
+3%
增持
—
BROOKFIELD RENEWABLE PARTNERS LP ISIN#BMG162581083
-$310.5K
49,546
+0%
增持
GUNR
FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD
+$290.3K
19,816
+87%
增持
—
BLACKROCK INC COM
-$283.1K
2,089
+3%
清仓
GE
GENERAL ELEC CO COM NEW
-$274.0K
0
-100%
增持
V
VISA INC COM CL A
-$270.5K
28,433
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
+$270.2K
18,778
+3%
建仓
CL
COLGATE PALMOLIVE CO COM
+$262.0K
3,275
增持
QCOM
QUALCOMM INC COM
-$258.1K
11,725
+2%
清仓
INSP
INSPIRE MED SYS INC COM
-$256.7K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD VI RISING DIVID ACHIEVERS ETF
-$248.5K
31,335
+0%
增持
OMFL
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ETF
-$246.6K
50,312
+3%
增持
ABBV
ABBVIE INC COM
-$245.5K
32,109
+1%
减持
ICVT
ISHARES TR CONV BD ETF
-$242.6K
13,815
-4%
增持
MRK
MERCK & CO INC NEW COM
+$240.9K
24,825
+1%
增持
APH
AMPHENOL CORP NEW CL A
-$231.5K
25,824
+3%
增持
TDTT
FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD
+$226.2K
13,349
+230%
清仓
—
JOHNSON CTLS INTL PLC SHS ISINIE00BY7QL619
-$222.6K
0
-100%
清仓
LEAD
SIREN ETF TR DIVCON LEADERS DIVID ETF
-$212.1K
0
-100%
清仓
AVGO
BROADCOM INC COM
-$210.9K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
-$209.9K
411
+4%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$209.9K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF
-$209.5K
0
-100%
清仓
KR
KROGER CO COM
-$209.4K
0
-100%
清仓
GSSC
GOLDMAN SACHS ETF TR TR ACTIVEBETA U S SMALL CAP EQUITY ETF
-$205.5K
0
-100%
清仓
—
AMC ENTMT HLDGS INC CL A COM
-$204.5K
0
-100%
清仓
MLPA
GLOBAL X FDS MLP ETF NEW
-$201.5K
0
-100%
增持
CVS
CVS HEALTH CORP COM
-$200.9K
30,611
+2%
减持
XSOE
WISDOMTREE TR EMERGING MKTS EX-STATE-OWNED ENTERPRISES FD
-$199.9K
47,756
-1%
增持
PYPL
PAYPAL HLDGS INC COM
-$199.4K
4,600
+2%
增持
BA
BOEING CO COM
-$198.9K
5,196
+9%
增持
HD
HOME DEPOT INC COM
-$198.8K
11,126
+2%
清仓
FIXD
FIRST TR EXCHANGE-TRADED FD VIII TCW OPPORTUNISTIC FXD
-$198.3K
0
-100%
清仓
GSIE
GOLDMAN SACHS ETF TR TR ACTIVEBETA INTL EQUITY ETF
-$197.6K
0
-100%
清仓
—
LAM RESH CORP COM
-$196.2K
0
-100%
清仓
PSA
PUBLIC STORAGE COM
-$195.1K
0
-100%
清仓
KEY
KEYCORP NEW COM
-$194.7K
0
-100%
清仓
TER
TERADYNE INC COM
-$191.5K
0
-100%
清仓
ESGV
VANGUARD WORLD FD ESG U S STOCK ETF
-$191.3K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$188.4K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$188.3K
0
-100%
清仓
EGP
EASTGROUP PPTYS INC COM
-$185.0K
0
-100%
增持
F
FORD MTR CO DEL COM PAR $0 01
-$184.1K
37,948
+6%
清仓
EBAY
EBAY INC COM
-$183.2K
0
-100%
清仓
RVTY
PERKINELMER INC COM
-$183.2K
0
-100%
清仓
KHC
KRAFT HEINZ CO COM
-$181.2K
0
-100%
减持
—
NEW AGE ALPHA TR AVDR US LARGECAP LEADING ETF
-$180.3K
30,740
-2%
清仓
AMGN
AMGEN INC COM
-$177.4K
0
-100%
清仓
SPLV
INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF
-$174.4K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR ENERGY
-$173.9K
37,045
+0%
清仓
BST
BLACKROCK SCIENCE & TECHNOLOGY TR SHS
-$173.1K
0
-100%
清仓
D
DOMINION ENERGY INC COM
-$169.9K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC COM
-$169.7K
0
-100%
清仓
IHDG
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD
-$169.3K
0
-100%
清仓
CAH
CARDINAL HEALTH INC COM
-$167.3K
0
-100%
清仓
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR
-$167.2K
0
-100%
增持
DPZ
DOMINOS PIZZA INC COM
+$166.1K
3,388
+20%
增持
ZTS
ZOETIS INC COM
-$165.5K
14,093
+3%
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$165.1K
0
-100%
增持
BX
BLACKSTONE INC COM
-$164.7K
5,868
+6%
清仓
CTVA
CORTEVA INC COM
-$164.1K
0
-100%
清仓
FIW
FIRST TR EXCHANGE TRADED FD WTR ETF
-$162.7K
0
-100%
清仓
QUS
SPDR SER TR MSCI USA QUALITY STRATEGICFACTORS ETF
-$162.0K
0
-100%
清仓
FDX
FEDEX CORP COM
-$162.0K
0
-100%
清仓
—
HESS CORP COM
-$160.6K
0
-100%
增持
INTC
INTEL CORP COM
-$158.2K
13,435
+1%
增持
NEE
NEXTERA ENERGY INC COM
-$158.2K
21,723
+0%
清仓
WYNN
WYNN RESORTS LTD COM
-$157.5K
0
-100%
清仓
ESGU
ISHARES TR ESG AWARE MSCI UAS ETF
-$156.7K
0
-100%
清仓
—
NEW AGE ALPHA TR AVDR US LARGECAP ESG ETF
-$154.7K
0
-100%
清仓
—
JACOBS ENGR GROUP INC COM
-$153.0K
0
-100%
清仓
FDVV
FIDELITY COVINGTON TR HIGH DIVID ETF
-$151.9K
0
-100%
清仓
LMBS
FIRST TR LOW DURATION OPPORTUNITIES ETF
-$151.7K
0
-100%
增持
DSTL
ETF SER SOLUTIONS DISTILLATE U S FUNDAMENTAL STABILITY & VALUE ETF
-$150.1K
50,360
+7%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$148.7K
0
-100%
减持
QYLD
GLOBAL X FDS NASDAQ 100 COVERED CALL ETF
-$148.0K
12,310
-29%
清仓
GEM
GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETF
-$145.1K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE-TRADED FD TR INCOME ETF
+$142.7K
6,370
+105%
增持
TROW
PRICE T ROWE GROUP INC COM
-$142.4K
8,171
+15%
增持
AVDE
AMERICAN CENTY ETF TR AVANTIS INTL EQUITY ETF
-$141.4K
15,984
+1%
增持
AVUS
AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF
-$139.7K
21,053
+8%
减持
GIGB
GOLDMAN SACHS ETF TR TR ACCESS INVT GRADE CORP BD ETF PRICING BASKET
-$137.6K
13,212
-12%
清仓
ABNB
AIRBNB INC CL A COM
-$137.4K
0
-100%
清仓
PALC
PACER FDS TR LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF
-$136.6K
0
-100%
清仓
—
ETF MANAGERS TR ETFMG PRIME CYBER SEC ETF
-$135.1K
0
-100%
清仓
HEDJ
WISDOMTREE TR EUROPE HEDGED EQUITY FD
-$132.5K
0
-100%
增持
AXP
AMERICAN EXPRESS CO COM
-$132.0K
3,100
+3%
清仓
SRLN
SSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETF
-$132.0K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC COM
-$130.5K
0
-100%
清仓
—
WESTROCK CO COM
-$129.3K
0
-100%
清仓
TD
TORONTO DOMINION BK ISINCA8911605092
-$127.1K
0
-100%
增持
—
EATON CORPORATION PLC SHS ISIN#IE00B8KQN827
-$126.5K
5,525
+2%
清仓
MMM
3M CO COM
-$124.7K
0
-100%
清仓
XYLD
GLOBAL X FDS S&P 500 COVERED CALL ETF
-$123.8K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$123.7K
0
-100%
清仓
COP
CONOCOPHILLIPS COM
-$122.5K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC COM
-$121.9K
0
-100%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
-$121.5K
20,905
+0%
增持
ABT
ABBOTT LABS COM
-$121.1K
16,436
+2%
清仓
SPY
SPDR S&P 500 ETF TR TR UNIT
-$120.1K
0
-100%
减持
ET
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP
-$119.4K
10,200
-48%
清仓
TGNA
TEGNA INC COM
-$118.7K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF
-$118.4K
0
-100%
清仓
SRVR
PACER FDS TR BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE
-$117.1K
0
-100%
清仓
NMT
NUVEEN MASS QUALITY MUNICIPAL INCOME FD
-$115.6K
0
-100%
清仓
IDA
IDACORP INC COM
-$115.4K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADR ISINUS01609W1027
-$114.3K
0
-100%
清仓
IQDG
WISDOMTREE TR INTL QUALITY DIVID GROWTH FD
-$114.0K
0
-100%
清仓
HTD
HANCOCK JOHN TAX-ADVANTAGED DIVID FD COM
-$113.0K
0
-100%
增持
EPS
WISDOMTREE TR U S LARGECAP FD
-$111.3K
24,210
+7%
清仓
CLX
CLOROX CO COM
-$111.2K
0
-100%
清仓
ALL
ALLSTATE CORP COM
-$110.8K
0
-100%
清仓
OGN
ORGANON & CO COM
-$110.7K
0
-100%
增持
—
BROOKFIELD INFRASTRUCTURE CORPORATION REGISTERED SHS -A- ISIN#CA11275Q1072
-$109.7K
13,613
+50%
清仓
CFG
CITIZENS FINL GROUP INC COM
-$108.8K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR UTILS
-$108.0K
0
-100%
增持
—
CHUBB LTD COM ISIN#CH0044328745
-$105.8K
9,936
+3%
减持
JPST
J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF
-$105.3K
11,225
-15%
清仓
NAD
NUVEEN QUALITY MUN INCOME FD COM
-$104.6K
0
-100%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
+$104.3K
29,950
-1%
清仓
PFFD
GLOBAL X FDS U S PFD ETF
-$102.6K
0
-100%
清仓
U
UNITY SOFTWARE INC COM
-$99.2K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC COM
-$98.6K
0
-100%
清仓
BRCC
BRC INC COM CL A
-$98.1K
0
-100%
