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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 85
减持 36
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.5M
94,073
-2%
增持
MSFT
MICROSOFT CORP
+$2.3M
41,518
+1%
减持
NVDA
NVIDIA CORPORATION
+$2.2M
15,595
-2%
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
AVUS
AMERICAN CENTY ETF TR
+$1.5M
40,137
+83%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.1M
51,094
减持
LLY
LILLY ELI & CO
+$1.1M
9,068
-1%
增持
DSTL
ETF SER SOLUTIONS
+$1.1M
73,052
+42%
增持
DGRW
WISDOMTREE TR
+$878.3K
34,483
+51%
增持
USFR
WISDOMTREE TR
+$847.7K
23,730
+244%
增持
GSUS
GOLDMAN SACHS ETF TR
+$846.7K
163,906
+1%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$808.2K
57,917
+33%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$784.8K
39,191
+67%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$728.1K
25,867
+156%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$690.0K
14,581
+96%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$679.4K
33,909
+82%
增持
QLV
FLEXSHARES TR
+$672.2K
18,264
+209%
增持
COWZ
PACER FDS TR
+$633.9K
35,940
+55%
增持
ABBV
ABBVIE INC
-$627.1K
35,528
+5%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$626.5K
14,184
增持
TDTT
FLEXSHARES TR
+$623.8K
48,020
+129%
增持
MA
MASTERCARD INCORPORATED
+$602.0K
17,269
+1%
增持
JPM
JPMORGAN CHASE & CO
+$578.7K
32,948
+2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$570.0K
2
+100%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$558.9K
13,942
建仓
TLTD
FLEXSHARES TR
+$555.8K
8,564
清仓
ABBNY
ABB LTD
-$545.4K
0
-100%
减持
META
META PLATFORMS INC
+$524.7K
8,305
-5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$504.5K
79,466
+0%
增持
TSLA
TESLA INC
+$498.2K
8,463
+2%
增持
AAP
ADVANCE AUTO PARTS INC
-$490.0K
11,951
+9%
增持
MRK
MERCK & CO INC
+$488.1K
36,362
+4%
增持
—
EATON CORP PLC
+$482.9K
10,417
+11%
建仓
BND
VANGUARD BD INDEX FDS
+$470.0K
6,465
增持
V
VISA INC
+$457.0K
29,357
+2%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$454.8K
13,373
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$452.8K
27,433
+6%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$436.7K
9,160
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$433.3K
9,755
+138%
减持
GOOGL
ALPHABET INC
+$420.0K
33,977
-3%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$417.4K
3,905
增持
AVDE
AMERICAN CENTY ETF TR
+$397.4K
22,033
+45%
增持
IHDG
WISDOMTREE TR
+$377.3K
16,455
+129%
建仓
LQD
ISHARES TR
+$374.6K
3,464
增持
HD
HOME DEPOT INC
+$369.3K
12,830
+5%
清仓
IEP
ICAHN ENTERPRISES LP
-$366.3K
0
-100%
增持
BNDC
FLEXSHARES TR
+$362.0K
33,663
+98%
增持
WMT
WALMART INC
+$348.3K
26,274
+2%
减持
AMZN
AMAZON COM INC
+$344.7K
17,786
-7%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$343.2K
14,618
增持
HYGV
FLEXSHARES TR
+$338.4K
15,560
+118%
增持
NKE
NIKE INC
-$337.1K
34,977
+2%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$335.9K
2,245
增持
QDEF
FLEXSHARES TR
+$333.7K
11,763
+92%
增持
AVUV
AMERICAN CENTY ETF TR
+$326.7K
9,964
+65%
清仓
PYPL
PAYPAL HLDGS INC
-$326.5K
0
-100%
减持
T
AT&T INC
-$288.3K
61,277
-7%
减持
DIS
DISNEY WALT CO
-$281.9K
11,180
-13%
增持
CMCSA
COMCAST CORP NEW
+$280.0K
47,388
+6%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$278.0K
5,259
减持
—
BROOKFIELD INFRAST PARTNERS
+$275.9K
118,921
-1%
增持
—
LAM RESEARCH CORP
+$272.6K
1,463
+16%
增持
GUNR
FLEXSHARES TR
+$262.2K
27,427
+39%
增持
WPC
WP CAREY INC
-$258.1K
26,764
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$252.3K
61,869
-6%
增持
SHAG
WISDOMTREE TR
+$242.4K
11,780
+81%
增持
IGIB
ISHARES TR
+$240.8K
9,041
+114%
建仓
SPY
SPDR S&P 500 ETF TR
+$238.9K
539
减持
AMT
AMERICAN TOWER CORP NEW
-$238.0K
6,580
-11%
建仓
SCHO
SCHWAB STRATEGIC TR
+$231.9K
4,825
减持
XLE
SELECT SECTOR SPDR TR
-$231.5K
36,821
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$228.3K
2,936
+17%
清仓
—
JOHNSON CTLS INTL PLC
-$226.4K
0
-100%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$223.1K
11,983
清仓
KHC
KRAFT HEINZ CO
-$222.4K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$220.4K
1,935
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$220.3K
32,617
-2%
增持
DGRO
ISHARES TR
+$219.0K
25,016
+17%
建仓
QQQ
INVESCO QQQ TR
+$217.0K
587
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$215.9K
0
-100%
清仓
TIP
ISHARES TR
-$214.2K
0
-100%
增持
GCOR
GOLDMAN SACHS ETF TR
+$208.4K
53,782
+12%
清仓
LEAD
SIREN ETF TR
-$204.6K
0
-100%
建仓
—
HESS CORP
+$203.9K
1,500
增持
JNJ
JOHNSON & JOHNSON
+$203.2K
19,062
+0%
清仓
INDS
PACER FDS TR
-$202.5K
0
-100%
增持
ZTS
ZOETIS INC
+$197.7K
14,684
+5%
增持
APH
AMPHENOL CORP NEW
+$184.2K
26,983
+5%
减持
GOOG
ALPHABET INC
+$183.7K
12,759
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$175.5K
950
+27%
增持
GLW
CORNING INC
+$174.4K
31,603
+20%
增持
INTU
INTUIT
+$173.2K
5,354
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$168.7K
27,896
+11%
增持
LOW
LOWES COS INC
+$165.8K
3,430
+13%
增持
AVGO
BROADCOM INC
+$162.0K
436
+29%
增持
UNH
UNITEDHEALTH GROUP INC
+$159.6K
3,673
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$141.8K
6,101
-17%
增持
NUE
NUCOR CORP
+$139.6K
11,430
+2%
增持
XSOE
WISDOMTREE TR
+$137.9K
23,995
+25%
增持
TER
TERADYNE INC
+$134.6K
7,057
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$126.7K
21,192
+3%
增持
VUG
VANGUARD INDEX FDS
+$124.6K
2,460
+7%
增持
PG
PROCTER AND GAMBLE CO
+$122.4K
24,985
+1%
增持
GSIE
GOLDMAN SACHS ETF TR
+$120.0K
178,458
+0%
减持
BA
BOEING CO
-$115.1K
6,241
-7%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$114.9K
6,260
-29%
建仓
—
CHARGEPOINT HOLDINGS INC
+$114.3K
13,000
减持
INTC
INTEL CORP
-$113.0K
13,633
-22%
增持
—
BLACKROCK INC
+$112.8K
1,386
+10%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$111.2K
49,209
-1%
减持
HAS
HASBRO INC
+$107.1K
11,734
-4%
增持
—
NEW YORK CMNTY BANCORP INC
+$103.9K
37,875
+6%
减持
ORCL
ORACLE CORP
+$101.5K
5,192
-7%
增持
FANG
DIAMONDBACK ENERGY INC
+$100.3K
5,176
+21%
增持
QCOM
QUALCOMM INC
-$99.9K
12,917
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$98.8K
18,555
+6%
增持
PFE
PFIZER INC
-$94.7K
53,025
+6%
减持
RDIV
INVESCO EXCH TRADED FD TR II
-$94.5K
13,438
-11%
增持
HSY
HERSHEY CO
+$90.0K
4,453
+11%
增持
—
CHUBB LIMITED
+$88.5K
10,368
+6%
减持
CCI
CROWN CASTLE INC
-$86.2K
3,176
-5%
增持
ELV
ELEVANCE HEALTH INC
+$85.3K
2,091
+14%
增持
CVS
CVS HEALTH CORP
+$77.2K
29,642
+12%
增持
PLD
PROLOGIS INC.
+$76.6K
13,423
+7%
减持
KO
COCA COLA CO
-$75.2K
7,148
-12%
增持
PSX
PHILLIPS 66
+$75.1K
23,929
+10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$72.1K
3,513
-21%
增持
DE
DEERE & CO
+$71.2K
5,512
+5%
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$69.5K
14,800
-1%
增持
PEP
PEPSICO INC
+$67.9K
6,283
+5%
减持
F
FORD MTR CO DEL
+$66.8K
37,928
-6%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$66.4K
0
-100%
减持
MCD
MCDONALDS CORP
+$66.1K
4,898
-2%
减持
ABT
ABBOTT LABS
+$65.8K
12,388
-2%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$59.7K
15,080
+11%
减持
XLF
SELECT SECTOR SPDR TR
-$56.1K
8,152
-21%
减持
KMI
KINDER MORGAN INC DEL
-$55.7K
29,117
-8%
增持
DKS
DICKS SPORTING GOODS INC
+$54.7K
5,403
+16%
增持
GSSC
GOLDMAN SACHS ETF TR
+$54.2K
23,454
+0%
增持
GSWO
GOLDMAN SACHS ETF TR
+$54.0K
22,338
+2%
增持
BX
BLACKSTONE INC
+$53.9K
7,842
+2%
增持
CVX
CHEVRON CORP NEW
-$53.5K
22,219
+2%
减持
NTSX
WISDOMTREE TR
+$52.7K
27,100
-0%
减持
GLD
SPDR GOLD TR
-$52.4K
5,955
-2%
减持
CCD
CALAMOS DYNAMIC CONV & INCOM
-$49.9K
13,871
-16%
增持
ED
CONSOLIDATED EDISON INC
-$47.8K
17,596
+3%
减持
OGS
ONE GAS INC
-$46.7K
6,200
-6%
增持
MRNA
MODERNA INC
-$46.4K
1,925
+5%
减持
GILD
GILEAD SCIENCES INC
-$46.1K
6,305
-2%
增持
PM
PHILIP MORRIS INTL INC
+$44.2K
5,484
+9%
增持
AMGN
AMGEN INC
+$40.1K
1,367
+25%
