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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 143 项
建仓 7
增持 87
减持 37
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
PSX
PHILLIPS 66 COM
+$1.7M
20,847
清仓
—
GSK PLC SPONS ADR
-$1.5M
0
-100%
清仓
DPZ
DOMINOS PIZZA INC COM
-$1.3M
0
-100%
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
—
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34
-$1.3M
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC COM
-$928.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$874.0K
0
-100%
建仓
GSK
GSK PLC SPONSORED ADR NEW
+$781.0K
26,558
清仓
—
NEW AGE ALPHA TR AVDR US LARGECAP LEADING ETF
-$739.0K
0
-100%
减持
V
VISA INC COM CL A
-$689.0K
27,634
-3%
减持
NKE
NIKE INC CL B
-$670.0K
33,976
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$639.0K
57,903
+4%
增持
ABBV
ABBVIE INC COM
-$569.0K
32,398
+1%
增持
MA
MASTERCARD INC CL A
-$533.0K
17,580
+0%
增持
NVDA
NVIDIA CORP COM
-$446.0K
15,024
+0%
增持
PG
PROCTER & GAMBLE CO COM
-$393.0K
22,422
+0%
增持
MSFT
MICROSOFT CORP COM
-$376.0K
34,961
+5%
增持
WPC
W P CAREY INC COM
-$371.0K
28,526
+0%
减持
ZTS
ZOETIS INC COM
-$370.0K
13,843
-2%
清仓
—
II-VI INC COM
-$356.0K
0
-100%
增持
T
AT&T INC COM
-$330.0K
59,659
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$325.0K
12,796
+70%
减持
—
CIMPRESS PLC SHS EURO ISINIE00BKYC3F77
-$324.0K
17,100
-10%
减持
CSCO
CISCO SYS INC COM
-$312.0K
25,110
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
-$308.0K
19,723
+5%
减持
XSOE
WISDOMTREE TR EMERGING MKTS EX-STATE-OWNED ENTERPRISES FD
-$298.0K
43,541
-9%
增持
TSLA
TESLA INC COM
+$290.0K
5,750
+213%
增持
CMCSA
COMCAST CORP NEW CL A
-$282.0K
28,461
+0%
增持
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP LTD PARTNERSHIP INT UNIT ISINBMG162521014
-$276.0K
120,250
+0%
增持
PFE
PFIZER INC COM
-$262.0K
32,101
+1%
清仓
PWR
QUANTA SVCS INC COM
-$250.0K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVCS INC COM
-$244.0K
0
-100%
减持
ABT
ABBOTT LABS COM
-$243.0K
15,942
-3%
建仓
COHR
COHERENT CORP COM
+$243.0K
7,001
清仓
QGRO
AMERICAN CENTY ETF TR STOXX U S QUALITY GROWTH ETF
-$227.0K
0
-100%
建仓
WCN
WASTE CONNECTIONS INC COM ISINCA94106B1013
+$224.0K
1,650
增持
AVY
AVERY DENNISON CORP COM
+$217.0K
9,279
+16%
清仓
QYLD
GLOBAL X FDS NASDAQ 100 COVERED CALL ETF
-$215.0K
0
-100%
建仓
GE
GENERAL ELEC CO COM NEW
+$214.0K
3,457
增持
MRK
MERCK & CO INC NEW COM
+$214.0K
28,769
+16%
建仓
CAH
CARDINAL HEALTH INC COM
+$206.0K
3,100
清仓
INDS
PACER FDS TR BENCHMARK INDL REAL ESTATE SCTR ETF
-$204.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
-$203.0K
17,469
+1%
减持
LLY
LILLY ELI & CO COM
-$189.0K
9,009
-6%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$186.0K
29,823
-0%
增持
WMT
WALMART INC COM
+$184.0K
22,743
+0%
增持
AAPL
APPLE INC COM
+$179.0K
83,526
+0%
减持
DE
DEERE & CO COM
+$175.0K
5,294
-0%
增持
—
BROOKFIELD RENEWABLE PARTNERS LP ISINBMG162581083
-$173.0K
49,556
+0%
建仓
HLN
HALEON PLC ADR ISINUS4055521003
+$169.0K
27,822
增持
OKE
ONEOK INC NEW COM
-$167.0K
41,962
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$164.0K
29,732
+2%
减持
INTC
INTEL CORP COM
-$162.0K
13,204
-2%
减持
—
CHUBB LTD COM ISINCH0044328745
-$154.0K
9,891
-0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$152.0K
3,252
-1%
增持
META
META PLATFORMS INC CL A
-$128.0K
6,200
+3%
增持
AMZN
AMAZON COM INC COM
+$122.0K
13,780
+2%
减持
AVDE
AMERICAN CENTY ETF TR AVANTIS INTL EQUITY ETF
-$120.0K
15,219
-5%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$119.0K
9,380
-1%
减持
MCD
MCDONALDS CORP COM
-$118.0K
4,987
-3%
增持
WM
WASTE MGMT INC DEL COM
+$116.0K
13,812
+1%
增持
NGG
NATIONAL GRID PLC SPON ADR NEW 2017
-$115.0K
9,768
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
-$111.0K
8,200
+1895%
增持
GSLC
GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF
-$104.0K
26,825
+0%
增持
QCOM
QUALCOMM INC COM
-$99.0K
12,377
+6%
增持
UNP
UNION PAC CORP COM
-$99.0K
5,406
+0%
增持
COWZ
PACER FDS TR US CASH COWS 100 ETF
+$96.0K
16,369
+22%
增持
ELV
ELEVANCE HEALTH INC COM
+$90.0K
984
+33%
减持
NTSX
WISDOMTREE TR U S EFFICIENT CORE FD
-$90.0K
30,600
-1%
增持
—
BLACKROCK INC COM
-$87.0K
2,155
+3%
减持
SCHG
SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF
-$82.0K
19,120
-4%
增持
GILD
GILEAD SCIENCES INC COM
+$79.0K
6,059
+27%
减持
GIGB
GOLDMAN SACHS ETF TR TR ACCESS INVT GRADE CORP BD ETF PRICING BASKET
-$75.0K
12,342
-7%
增持
JEPI
J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF
+$72.0K
19,710
+17%
增持
DGRW
WISDOMTREE TR US QUALITY DIVID GROWTH FD
-$70.0K
23,879
+1%
增持
—
EATON CORPORATION PLC SHS ISINIE00B8KQN827
+$67.0K
5,725
+4%
减持
CVS
CVS HEALTH CORP COM
+$67.0K
30,441
-1%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
-$66.0K
20,906
+0%
减持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF
-$66.0K
2,115
-9%
增持
CCI
CROWN CASTLE INC COM
-$65.0K
2,718
+0%
减持
DOW
DOW INC COM
-$63.0K
7,783
-1%
减持
PYPL
PAYPAL HLDGS INC COM
+$62.0K
4,450
-3%
增持
XLE
SELECT SECTOR SPDR TR ENERGY
+$60.0K
37,621
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD VI RISING DIVID ACHIEVERS ETF
-$60.0K
31,446
+0%
减持
BX
BLACKSTONE INC COM
-$60.0K
5,675
-3%
减持
CWB
SPDR SER TR BLOOMBERG BARCLAYS U S CONV LIQUID BD INDEX
-$56.0K
14,058
-4%
减持
PRU
PRUDENTIAL FINL INC COM
-$55.0K
3,480
-6%
减持
UPS
UNITED PARCEL SVC INC CL B
-$54.0K
1,729
-5%
增持
KO
COCA COLA CO COM
-$48.0K
7,194
+0%
增持
OMFL
INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ETF
-$48.0K
51,839
+3%
减持
GUNR
FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD
-$48.0K
19,635
-1%
增持
RDIV
INVESCO EXCHANGE-TRADED FD TR II INVESCO S&P ULTRA DIVID REV ETF
-$48.0K
13,637
+0%
增持
JPIE
J P MORGAN EXCHANGE-TRADED FD TR INCOME ETF
+$47.0K
7,659
+20%
增持
GOOGL
ALPHABET INC CL A
+$46.0K
10,280
+2291%
增持
BA
BOEING CO COM
-$45.0K
5,496
+6%
减持
ADM
ARCHER-DANIELS MIDLAND CO COM
-$43.0K
5,501
-12%
减持
CCD
CALAMOS DYNAMIC CONV & INCOME FD COM
-$41.0K
15,811
-5%
增持
DSTL
ETF SER SOLUTIONS DISTILLATE U S FUNDAMENTAL STABILITY & VALUE ETF
-$41.0K
51,724
+3%
减持
—
EXXON MOBIL CORP COM
+$39.0K
33,039
-1%
增持
—
BROOKFIELD RENEWABLE CORPORATION EXCH REGISTERED SHS -A- SUBORDINATE VOTING ISIN
-$37.0K
12,878
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS
-$37.0K
4,408
+0%
增持
ED
CONSOLIDATED EDISON INC COM
+$36.0K
8,138
+17%
增持
ORCL
ORACLE CORP COM
-$35.0K
4,028
+0%
增持
SPHD
INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH DIVID LOW VOLATILITY
-$33.0K
9,146
+3%
减持
AVUV
AMERICAN CENTY ETF TR AVANTIS U S SMALL CAP VALUE ETF
-$29.0K
6,260
-3%
增持
GINN
GOLDMAN SACHS ETF TR INNOVATE EQUITY ETF COM SHS
-$27.0K
8,430
+0%
增持
C
CITIGROUP INC COM NEW
-$27.0K
10,020
+4%
增持
SPGP
INVESCO EXCHANGE-TRADED FD TR S&P 500 GARP ETF
-$26.0K
6,665
+1%
增持
DIS
DISNEY WALT CO DISNEY COM
+$26.0K
13,227
+2%
增持
ABBNY
ABB LTD SPONSORED ADR
+$24.0K
14,800
+11%
增持
AVUS
AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF
+$23.0K
22,339
+6%
增持
NEE
NEXTERA ENERGY INC COM
+$21.0K
21,724
+0%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$21.0K
1,360
-7%
减持
—
EATON VANCE NEW YORK MUN BD FD COM
-$21.0K
13,926
-7%
减持
F
FORD MTR CO DEL COM PAR 0 01
-$20.0K
35,957
-5%
增持
CAT
CATERPILLAR INS COM
-$19.0K
1,288
+0%
增持
NRG
NRG ENERGY INC COM NEW
+$19.0K
28,846
+2%
增持
—
BROOKFIELD INFRASTRUCTURE CORPORATION REGISTERED SHS -A- ISINCA11275Q1072
-$19.0K
13,616
+0%
减持
ICLN
ISHARES TR GLOBAL CLEAN ENERGY ETF
-$18.0K
21,540
-4%
增持
CL
COLGATE PALMOLIVE CO COM
-$17.0K
3,490
+7%
增持
COST
COSTCO WHOLESALE CORP NEW COM
-$15.0K
5,057
+1%
增持
HRTG
HERITAGE INS HLDGS INC COM
+$15.0K
23,000
+64%
增持
MS
MORGAN STANLEY COM NEW
+$12.0K
3,938
+0%
增持
BP
BP PLC SPONS ADR
+$11.0K
10,935
+3%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$10.0K
9,213
+0%
增持
JPST
J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF
+$10.0K
11,406
+2%
减持
IEP
ICAHN ENTERPRISES L P DEPOSITARY UNIT
+$10.0K
6,444
-0%
增持
PNI
PIMCO NEW YORK MUN INCOME FD II COM
-$10.0K
10,700
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$9.0K
2,950
+4%
增持
CVX
CHEVRON CORP NEW COM
-$8.0K
21,232
+1%
增持
—
DUPONT DE NEMOURS INC COM
-$7.0K
4,150
+6%
增持
BAC
BANK AMER CORP COM
-$7.0K
33,343
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD
+$7.0K
6,095
+4%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FD COM
+$7.0K
11,763
+15%
增持
PEY
INVESCO EXCHANGE-TRADED FD TR HIGH YIELD EQUITY DIVID ACHIEVERS ETF
-$7.0K
14,420
+8%
增持
NNY
NUVEEN N Y MUN VALUE FD INC COM
-$7.0K
23,444
+0%
增持
SHEL
SHELL PLC SPONSORED ADR REPSTG ORD SH ISINUS7802593050
-$6.0K
20,978
+5%
增持
TDTT
FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD
-$6.0K
13,930
+4%
增持
GLW
CORNING INC COM
-$5.0K
8,200
+6%
增持
GLD
SPDR GOLD TR GOLD SHS
+$5.0K
3,905
+10%
增持
KMI
KINDER MORGAN INC DEL COM
+$3.0K
12,294
+2%
增持
—
NEW YORK CMNTY BANCORP INC COM
+$1.0K
19,636
+8%
增持
NFG
NATIONAL FUEL GAS CO COM
-$1.0K
3,900
+7%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF
+$0
4,100
+5%
