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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 37
增持 70
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
GSUS
GOLDMAN SACHS ETF TR
+$9.1M
162,980
建仓
GSIE
GOLDMAN SACHS ETF TR
+$5.5M
177,691
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.8M
79,203
+275%
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
AAPL
APPLE INC
+$3.9M
95,664
+5%
增持
GOOGL
ALPHABET INC
+$2.4M
35,159
+152%
建仓
GEM
GOLDMAN SACHS ETF TR
+$2.1M
70,498
减持
NVDA
NVIDIA CORPORATION
+$2.1M
15,965
-1%
增持
MSFT
MICROSOFT CORP
+$2.0M
41,121
+1%
建仓
GCOR
GOLDMAN SACHS ETF TR
+$2.0M
48,051
减持
WM
WASTE MGMT INC DEL
-$1.7M
2,746
-80%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$1.6M
15,725
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$1.5M
25,898
减持
COST
COSTCO WHSL CORP NEW
-$1.4M
1,707
-66%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.4M
0
-100%
建仓
AAP
ADVANCE AUTO PARTS INC
+$1.3M
10,938
清仓
AVY
AVERY DENNISON CORP
-$1.3M
0
-100%
建仓
GSSC
GOLDMAN SACHS ETF TR
+$1.3M
23,420
建仓
IVV
ISHARES TR
+$1.3M
3,108
增持
META
META PLATFORMS INC
+$1.1M
8,770
+38%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.0M
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$896.3K
0
-100%
建仓
GSWO
GOLDMAN SACHS ETF TR
+$870.1K
21,929
增持
TSLA
TESLA INC
+$805.6K
8,277
+12%
增持
AMZN
AMAZON COM INC
+$746.1K
19,110
+31%
建仓
SPTL
SPDR SER TR
+$730.4K
23,654
增持
—
EATON CORP PLC
+$713.4K
9,408
+64%
减持
LLY
LILLY ELI & CO
-$702.0K
9,151
-13%
增持
CMCSA
COMCAST CORP NEW
+$684.7K
44,551
+55%
建仓
—
LAM RESEARCH CORP
+$668.0K
1,260
建仓
DKS
DICKS SPORTING GOODS INC
+$659.5K
4,648
建仓
HAS
HASBRO INC
+$652.9K
12,161
建仓
TER
TERADYNE INC
+$651.1K
6,056
增持
GLW
CORNING INC
+$647.1K
26,445
+195%
增持
V
VISA INC
+$644.1K
28,896
+2%
增持
GOOG
ALPHABET INC
+$632.2K
13,075
+59%
建仓
GEMD
GOLDMAN SACHS ETF TR
+$580.5K
14,313
建仓
FANG
DIAMONDBACK ENERGY INC
+$579.6K
4,288
减持
ABT
ABBOTT LABS
-$575.3K
12,688
-25%
增持
GTIP
GOLDMAN SACHS ETF TR
+$528.1K
15,951
+182%
建仓
TSN
TYSON FOODS INC
+$518.9K
8,748
减持
TSCO
TRACTOR SUPPLY CO
-$504.9K
5,567
-31%
增持
UPS
UNITED PARCEL SERVICE INC
+$490.9K
4,977
+82%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$463.1K
7,355
+67%
增持
HSY
HERSHEY CO
+$457.0K
4,016
+65%
建仓
VTI
VANGUARD INDEX FDS
+$452.9K
2,219
减持
CTAS
CINTAS CORP
-$398.5K
3,780
-21%
建仓
EFG
ISHARES TR
+$389.2K
4,154
清仓
DG
DOLLAR GEN CORP NEW
-$369.6K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$363.3K
1,046
+140%
建仓
TLT
ISHARES TR
+$362.7K
3,410
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$360.1K
17,550
+30%
增持
—
BROOKFIELD INFRAST PARTNERS
+$336.4K
120,366
+0%
建仓
NFLX
NETFLIX INC
+$335.8K
972
增持
LOW
LOWES COS INC
+$335.5K
3,042
+122%
清仓
TGT
TARGET CORP
-$331.8K
0
-100%
增持
—
SEALED AIR CORP NEW
+$325.9K
13,276
+134%
增持
ZTS
ZOETIS INC
+$317.0K
14,005
+2%
清仓
NRG
NRG ENERGY INC
-$316.6K
0
-100%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$306.3K
49,583
+0%
建仓
QUAL
ISHARES TR
+$305.9K
2,466
清仓
CL
COLGATE PALMOLIVE CO
-$305.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$293.2K
19,045
+4%
减持
INTU
INTUIT
+$287.2K
5,114
-0%
增持
PFE
PFIZER INC
+$283.1K
49,991
+46%
建仓
IEMG
ISHARES INC
+$282.0K
5,779
建仓
VB
VANGUARD INDEX FDS
+$276.4K
1,458
减持
—
CHUBB LIMITED
-$274.1K
9,826
-1%
增持
WMT
WALMART INC
+$273.2K
25,646
+4%
增持
ELV
ELEVANCE HEALTH INC
+$271.9K
1,834
+65%
减持
UNP
UNION PAC CORP
-$269.8K
4,223
-22%
减持
GS
GOLDMAN SACHS GROUP INC
-$258.8K
1,891
-26%
减持
NEE
NEXTERA ENERGY INC
-$249.5K
20,325
-6%
增持
KMI
KINDER MORGAN INC DEL
+$247.6K
31,817
+86%
建仓
EFV
ISHARES TR
+$245.5K
5,059
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$245.5K
23,454
+26%
增持
NKE
NIKE INC
+$245.0K
34,226
+1%
建仓
IYW
ISHARES TR
+$239.2K
2,577
增持
MRK
MERCK & CO INC
+$238.8K
34,849
+11%
增持
CVX
CHEVRON CORP NEW
-$237.6K
21,756
+3%
增持
CVS
CVS HEALTH CORP
-$236.8K
26,538
+12%
建仓
GM
GENERAL MTRS CO
+$231.1K
6,300
增持
GLD
SPDR GOLD TR
+$231.0K
6,080
+17%
增持
QCOM
QUALCOMM INC
+$227.9K
12,836
+0%
清仓
—
STERIS PLC
-$225.1K
0
-100%
增持
INTC
INTEL CORP
+$222.5K
17,415
+33%
建仓
D
DOMINION ENERGY INC
+$221.4K
3,960
清仓
WCN
WASTE CONNECTIONS INC
-$218.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$218.2K
32,333
+9%
建仓
IGIB
ISHARES TR
+$216.4K
4,220
建仓
AVGO
BROADCOM INC
+$216.2K
337
建仓
TIP
ISHARES TR
+$214.2K
1,943
建仓
COP
CONOCOPHILLIPS
+$212.9K
2,146
清仓
—
HESS CORP
-$212.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$209.3K
24,675
+8%
建仓
MDLZ
MONDELEZ INTL INC
+$209.2K
3,000
增持
HD
HOME DEPOT INC
-$206.1K
12,254
+1%
建仓
LEAD
SIREN ETF TR
+$204.6K
3,855
建仓
INDS
PACER FDS TR
+$202.5K
5,000
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$200.8K
18,641
+29%
增持
VO
VANGUARD INDEX FDS
+$199.5K
3,183
+37%
减持
XSOE
WISDOMTREE TR
-$191.2K
19,138
-29%
增持
FDX
FEDEX CORP
+$189.8K
2,310
+18%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$185.9K
10,120
+69%
减持
SPGI
S&P GLOBAL INC
-$185.6K
6,670
-10%
增持
CSCO
CISCO SYS INC
+$172.0K
26,902
+4%
减持
WPC
WP CAREY INC
-$164.2K
26,679
-7%
增持
APH
AMPHENOL CORP NEW
+$149.4K
25,796
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$148.3K
20,665
+2%
增持
DSTL
ETF SER SOLUTIONS
+$144.8K
51,471
+1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$140.7K
43,634
-1%
减持
GSK
GSK PLC
-$139.1K
10,551
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$138.4K
2,503
-15%
减持
OKE
ONEOK INC NEW
-$133.0K
41,299
-2%
减持
APD
AIR PRODS & CHEMS INC
-$132.1K
2,250
-11%
减持
BA
BOEING CO
+$128.8K
6,745
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$128.3K
3,398
+4%
减持
SCHG
SCHWAB STRATEGIC TR
-$125.0K
14,280
-25%
增持
VUG
VANGUARD INDEX FDS
+$117.5K
2,291
+8%
减持
NUE
NUCOR CORP
-$114.6K
11,230
-20%
减持
LMT
LOCKHEED MARTIN CORP
-$111.4K
3,111
-4%
减持
DE
DEERE & CO
-$107.6K
5,237
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$106.3K
38,878
+2%
增持
ORCL
ORACLE CORP
+$105.4K
5,563
+11%
增持
BX
BLACKSTONE INC
+$105.3K
7,686
+0%
建仓
EBS
EMERGENT BIOSOLUTIONS INC
+$103.6K
10,000
增持
T
AT&T INC
+$101.9K
65,751
+4%
增持
AVUS
AMERICAN CENTY ETF TR
+$101.8K
21,980
+3%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$97.7K
13,626
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$96.8K
65,652
+5%
增持
BNDC
FLEXSHARES TR
+$95.5K
16,983
+30%
增持
—
BROOKFIELD RENEWABLE CORP
+$92.7K
12,480
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$86.6K
25,179
+7%
增持
SLV
ISHARES SILVER TR
+$85.7K
25,655
+17%
减持
BKLC
BNY MELLON ETF TRUST
-$80.6K
6,715
-20%
增持
NGG
NATIONAL GRID PLC
+$80.2K
10,312
+0%
减持
MA
MASTERCARD INCORPORATED
+$76.9K
17,033
-3%
增持
USFR
WISDOMTREE TR
+$73.4K
6,891
+27%
增持
COWZ
PACER FDS TR
+$72.9K
23,141
+6%
增持
ABBV
ABBVIE INC
-$70.0K
33,970
+0%
增持
AXP
AMERICAN EXPRESS CO
+$69.9K
3,201
+3%
减持
BN
BROOKFIELD CORP
+$65.3K
59,282
-0%
减持
MS
MORGAN STANLEY
-$62.5K
3,782
-18%
增持
—
BLACKROCK INC
+$62.1K
1,263
+14%
增持
AMGN
AMGEN INC
+$61.1K
1,090
+42%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$60.6K
14,813
-0%
增持
PYPL
PAYPAL HLDGS INC
+$59.5K
4,300
+15%
减持
PLD
PROLOGIS INC.
+$56.3K
12,579
-6%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$52.9K
7,429
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$52.6K
4,433
-15%
增持
IHDG
WISDOMTREE TR
+$51.2K
7,198
+10%
