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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 89
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
BROOKFIELD ASSET MGMT INC VTG SHS CL A ISINCA1125851040
-$2.4M
0
-100%
建仓
BN
BROOKFIELD CORP
+$1.9M
59,295
增持
MSFT
MICROSOFT CORP
+$1.7M
40,904
+17%
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
ABBV
ABBVIE INC
+$1.1M
33,932
+5%
减持
NKE
NIKE INC
+$1.1M
33,779
-1%
增持
MRK
MERCK & CO INC
+$991.8K
31,264
+9%
清仓
POOL
POOL CORP COM
-$986.0K
0
-100%
增持
V
VISA INC
+$961.6K
28,257
+2%
增持
ED
CONSOLIDATED EDISON INC
+$934.1K
17,113
+110%
增持
LLY
LILLY ELI & CO
+$931.7K
10,509
+17%
增持
JPM
JPMORGAN CHASE & CO
+$888.0K
29,791
+0%
减持
NRG
NRG ENERGY INC
-$786.4K
9,949
-66%
增持
—
EXXON MOBIL CORP
+$774.3K
33,167
+0%
增持
HD
HOME DEPOT INC
+$752.4K
12,102
+9%
减持
CVX
CHEVRON CORP NEW
+$737.1K
21,099
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$705.1K
7,410
-30%
减持
CVS
CVS HEALTH CORP
-$694.1K
23,703
-22%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$668.0K
0
-100%
增持
BA
BOEING CO
+$639.2K
6,846
+25%
增持
PG
PROCTER AND GAMBLE CO
+$629.8K
22,828
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$617.6K
38,031
+1%
增持
TSLA
TESLA INC
-$613.5K
7,400
+29%
增持
OKE
ONEOK INC NEW
+$607.2K
41,966
+0%
增持
—
BROOKFIELD INFRAST PARTNERS
-$587.7K
120,307
+0%
增持
WMT
WALMART INC
+$559.3K
24,743
+9%
增持
NVDA
NVIDIA CORPORATION
+$526.1K
16,074
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$514.3K
20,280
+3%
增持
PSX
PHILLIPS 66
+$503.6K
20,999
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$501.3K
8,060
+14%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$424.0K
14,817
增持
GS
GOLDMAN SACHS GROUP INC
+$422.3K
2,555
+64%
清仓
ICLN
ISHARES TR GLOBAL CLEAN ENERGY ETF
-$411.0K
0
-100%
减持
—
BLACKROCK INC
-$402.0K
1,105
-49%
增持
JNJ
JOHNSON & JOHNSON
+$392.1K
18,371
+5%
增持
—
CHUBB LIMITED
+$383.1K
9,892
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$362.7K
18,646
+63%
增持
PFE
PFIZER INC
+$352.5K
34,281
+7%
减持
XSOE
WISDOMTREE TR
-$347.0K
27,138
-38%
增持
AAPL
APPLE INC
+$346.5K
91,507
+10%
增持
COWZ
PACER FDS TR
+$342.6K
21,916
+34%
建仓
FDX
FEDEX CORP
+$338.0K
1,951
增持
AMZN
AMAZON COM INC
-$329.3K
14,616
+6%
增持
ABT
ABBOTT LABS
+$318.1K
16,942
+6%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$313.5K
14,461
+89%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$311.6K
13,462
+5%
减持
GSLC
GOLDMAN SACHS ETF TR
-$296.4K
21,130
-21%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$294.9K
49,568
+0%
建仓
BNDC
FLEXSHARES TR
+$287.3K
13,096
建仓
MRNA
MODERNA INC
+$285.6K
1,590
建仓
QLV
FLEXSHARES TR
+$281.2K
5,594
增持
GLD
SPDR GOLD TR
+$280.0K
5,205
+33%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$279.2K
23,640
+20%
建仓
SHAG
WISDOMTREE TR
+$276.9K
5,933
增持
BAC
BANK AMERICA CORP
+$274.0K
38,647
+16%
建仓
USFR
WISDOMTREE TR
+$273.0K
5,430
减持
GSK
GSK PLC
-$266.5K
14,642
-45%
增持
VZ
VERIZON COMMUNICATIONS INC
+$258.4K
62,345
+8%
建仓
HYGV
FLEXSHARES TR
+$255.0K
6,400
建仓
INSP
INSPIRE MED SYS INC
+$251.9K
1,000
增持
T
AT&T INC
+$248.8K
63,214
+6%
增持
GOOGL
ALPHABET INC
+$246.0K
13,930
+36%
清仓
DFUS
DIMENSIONAL ETF TR U S EQUITY ETF
-$243.0K
0
-100%
建仓
KR
KROGER CO
+$240.7K
5,400
清仓
DFAT
DIMENSIONAL ETF TR U S TARGET VALUE ETF
-$240.0K
0
-100%
增持
WPC
WP CAREY INC
+$239.5K
28,541
+0%
建仓
—
JOHNSON CTLS INTL PLC
+$237.4K
3,710
建仓
KHC
KRAFT HEINZ CO
+$234.1K
5,750
建仓
IHDG
WISDOMTREE TR
+$232.5K
6,526
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$231.4K
5,971
增持
CSCO
CISCO SYS INC
+$230.4K
25,910
+3%
减持
APH
AMPHENOL CORP NEW
+$229.6K
25,724
-0%
建仓
OXY
OCCIDENTAL PETE CORP
+$228.7K
3,630
清仓
IGIB
ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF
-$225.0K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$225.0K
1,200
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$220.9K
3,457
建仓
SBUX
STARBUCKS CORP
+$220.3K
2,221
增持
MCD
MCDONALDS CORP
+$216.9K
5,187
+4%
建仓
PWR
QUANTA SVCS INC
+$213.8K
1,500
建仓
—
HESS CORP
+$212.7K
1,500
增持
SHEL
SHELL PLC
+$209.2K
21,988
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$207.4K
32,347
+8%
建仓
AMGN
AMGEN INC
+$202.3K
770
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$198.1K
12,415
增持
UPS
UNITED PARCEL SERVICE INC
+$195.5K
2,730
+58%
减持
AVY
AVERY DENNISON CORP
-$191.4K
7,280
-22%
减持
GIGB
GOLDMAN SACHS ETF TR
-$185.1K
7,869
-36%
增持
AVDE
AMERICAN CENTY ETF TR
+$182.2K
16,473
+8%
增持
PM
PHILIP MORRIS INTL INC
+$177.7K
4,947
+27%
增持
DGRW
WISDOMTREE TR
+$173.9K
24,204
+1%
增持
CMCSA
COMCAST CORP NEW
+$170.2K
28,716
+1%
减持
DSTL
ETF SER SOLUTIONS
+$168.2K
50,887
-2%
增持
ORCL
ORACLE CORP
+$165.5K
5,034
+25%
增持
TDTT
FLEXSHARES TR
+$153.3K
20,335
+46%
增持
BEN
FRANKLIN RESOURCES INC
+$152.0K
22,250
+10%
增持
GILD
GILEAD SCIENCES INC
+$147.6K
6,064
+0%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$144.6K
15,115
+11%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$137.9K
30,962
-2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$136.2K
43,964
-15%
增持
DGRO
ISHARES TR
+$130.0K
21,179
+1%
增持
ELV
ELEVANCE HEALTH INC
+$124.6K
1,114
+13%
增持
GUNR
FLEXSHARES TR
+$121.0K
19,760
+1%
增持
PEP
PEPSICO INC
+$119.3K
5,880
+2%
增持
NGG
NATIONAL GRID PLC
+$117.8K
10,292
+5%
减持
PYPL
PAYPAL HLDGS INC
-$115.9K
3,750
-16%
增持
NEE
NEXTERA ENERGY INC
+$113.2K
21,725
+0%
增持
—
NEW YORK CMNTY BANCORP INC
+$112.1K
32,457
+65%
增持
NRK
NUVEEN NEW YORK AMT QLT MUNI
+$111.3K
41,941
+29%
增持
KMI
KINDER MORGAN INC DEL
+$105.6K
17,122
+39%
增持
ABBNY
ABB LTD
+$105.3K
15,900
+7%
减持
COST
COSTCO WHSL CORP NEW
-$102.3K
5,007
-1%
减持
IQV
IQVIA HLDGS INC
+$97.4K
5,600
-3%
增持
QDEF
FLEXSHARES TR
+$95.5K
5,997
+29%
增持
GE
GENERAL ELECTRIC CO
+$95.5K
3,694
+7%
增持
MO
ALTRIA GROUP INC
+$95.0K
8,028
+19%
增持
BX
BLACKSTONE INC
+$94.8K
7,681
+35%
增持
—
DUPONT DE NEMOURS INC
+$94.8K
4,426
+7%
增持
HSY
HERSHEY CO
+$93.8K
2,439
+14%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$92.0K
5,751
+5%
减持
CAT
CATERPILLAR INC
+$89.2K
1,253
-3%
增持
MS
MORGAN STANLEY
+$83.5K
4,640
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$83.1K
3,271
+0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$82.8K
7,031
+5%
增持
VO
VANGUARD INDEX FDS
+$80.8K
2,315
+11%
增持
META
META PLATFORMS INC
-$78.6K
6,335
+2%
减持
ICVT
ISHARES TR
-$78.5K
12,560
-9%
减持
—
BROOKFIELD RENEWABLE CORP
-$76.9K
12,474
-3%
增持
KO
COCA COLA CO
+$76.1K
7,531
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$74.8K
4,411
+0%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$73.5K
10,091
减持
HLN
HALEON PLC
-$73.2K
11,973
-57%
增持
CAH
CARDINAL HEALTH INC
+$70.7K
3,600
+16%
减持
GINN
GOLDMAN SACHS ETF TR
-$70.3K
6,291
-25%
增持
BP
BP PLC
+$70.2K
10,942
+0%
增持
UNP
UNION PAC CORP
+$66.6K
5,407
+0%
清仓
UAA
UNDER ARMOUR INC CL A
-$66.0K
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
+$64.2K
21,411
-4%
增持
F
FORD MTR CO DEL
+$62.6K
39,946
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$61.5K
5,193
-15%
增持
DOW
DOW INC
+$61.5K
7,987
+3%
增持
C
CITIGROUP INC
+$61.4K
10,576
+6%
增持
CL
COLGATE PALMOLIVE CO
+$60.6K
3,878
+11%
减持
WM
WASTE MGMT INC DEL
-$51.3K
13,773
-0%
清仓
HRTG
HERITAGE INS HLDGS INC COM
-$51.0K
0
-100%
增持
GLW
CORNING INC
+$48.9K
8,950
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$48.2K
9,569
+4%
增持
PRU
PRUDENTIAL FINL INC
+$48.2K
3,481
+0%
增持
AXP
AMERICAN EXPRESS CO
+$40.1K
3,101
+0%
减持
NTSX
WISDOMTREE TR
+$39.8K
30,040
-2%
增持
CCI
CROWN CASTLE INC
+$38.1K
3,171
+17%
减持
ZTS
ZOETIS INC
-$38.0K
13,743
-1%
