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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 59
减持 49
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
GSUS
GOLDMAN SACHS ETF TR
-$10.8M
5,797
-97%
增持
AVUS
AMERICAN CENTY ETF TR
+$7.9M
134,258
+224%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.0M
40,053
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。
+1684%
减持
GSIE
GOLDMAN SACHS ETF TR
-$5.5M
8,120
-96%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.4M
57,422
+515%
增持
BND
VANGUARD BD INDEX FDS
+$3.4M
52,024
+717%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.3M
20,898
-67%
增持
LQD
ISHARES TR
+$3.0M
30,427
+774%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$2.8M
115,415
增持
DGRO
ISHARES TR
+$2.8M
72,854
+226%
清仓
GCOR
GOLDMAN SACHS ETF TR
-$2.8M
0
-100%
建仓
IQLT
ISHARES TR
+$2.4M
65,085
减持
MSFT
MICROSOFT CORP
+$1.9M
38,411
-3%
清仓
GEM
GOLDMAN SACHS ETF TR
-$1.9M
0
-100%
减持
AAPL
APPLE INC
+$1.9M
92,262
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.6M
38,519
+698%
建仓
SPHY
SPDR SER TR
+$1.4M
59,157
清仓
GSSC
GOLDMAN SACHS ETF TR
-$1.4M
0
-100%
建仓
STPZ
PIMCO ETF TR
+$1.1M
22,310
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$1.1M
0
-100%
减持
WPC
WP CAREY INC
-$942.5K
9,018
-68%
清仓
GSWO
GOLDMAN SACHS ETF TR
-$918.2K
0
-100%
清仓
GTIP
GOLDMAN SACHS ETF TR
-$834.9K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$830.4K
34,969
-1%
减持
V
VISA INC
+$812.9K
29,183
-1%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$771.9K
0
-100%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$770.3K
12,909
清仓
SPTL
SPDR SER TR
-$769.6K
0
-100%
减持
RTX
RTX CORPORATION
-$711.7K
10,757
-52%
增持
DSTL
ETF SER SOLUTIONS
+$646.4K
81,003
+8%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$628.3K
0
-100%
清仓
GEMD
GOLDMAN SACHS ETF TR
-$616.1K
0
-100%
增持
HD
HOME DEPOT INC
+$595.1K
13,312
+0%
减持
INTU
INTUIT
+$564.0K
5,118
-1%
减持
CTAS
CINTAS CORP
+$558.5K
5,026
-2%
增持
AMZN
AMAZON COM INC
+$545.1K
18,372
+4%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$495.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
+$494.2K
6,590
-0%
增持
—
EXXON MOBIL CORP
-$469.6K
35,112
+4%
增持
META
META PLATFORMS INC
+$452.7K
8,165
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$445.2K
21,489
-2%
减持
MA
MASTERCARD INCORPORATED
+$445.2K
17,199
-1%
减持
NKE
NIKE INC
+$444.9K
36,518
-1%
减持
ATR
APTARGROUP INC
-$442.6K
3,500
-50%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$428.8K
10,111
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$422.2K
0
-100%
减持
BA
BOEING CO
+$421.7K
6,390
-2%
增持
GOOG
ALPHABET INC
+$419.5K
15,849
+15%
减持
AVGO
BROADCOM INC
+$406.5K
1,567
-3%
增持
CVX
CHEVRON CORP NEW
-$400.4K
24,465
+2%
减持
QCOM
QUALCOMM INC
+$398.9K
12,534
-2%
减持
LLY
ELI LILLY & CO
+$383.1K
10,884
-2%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$366.1K
13,109
+108%
建仓
AVIG
AMERICAN CENTY ETF TR
+$361.0K
8,629
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$344.4K
56,643
+1%
增持
OKE
ONEOK INC NEW
+$342.4K
46,657
+1%
增持
GOOGL
ALPHABET INC
+$341.2K
32,709
+1%
增持
ABBV
ABBVIE INC
+$331.3K
38,778
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$325.2K
31,744
-6%
增持
MRK
MERCK & CO INC
+$317.5K
37,792
+2%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$315.8K
2,142
增持
BAC
BANK AMERICA CORP
+$314.4K
47,093
+1%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$313.6K
9,126
增持
ACHR
ARCHER AVIATION INC
+$312.4K
64,954
+280%
减持
XLE
SELECT SECTOR SPDR TR
-$304.1K
36,064
-2%
减持
ZTS
ZOETIS INC
+$302.9K
14,736
-2%
清仓
EFG
ISHARES TR
-$300.9K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$299.0K
5,000
+108%
增持
HSY
HERSHEY CO
+$296.8K
6,852
+40%
减持
PSX
PHILLIPS 66
+$293.9K
26,028
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$293.6K
55,152
+12%
增持
DGRW
WISDOMTREE TR
+$281.6K
36,834
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$277.8K
59,730
-2%
增持
USFR
WISDOMTREE TR
+$269.4K
39,079
+16%
清仓
—
TOTALENERGIES SE
-$266.8K
0
-100%
增持
—
BROOKFIELD INFRAST PARTNERS
+$264.4K
117,892
+1%
建仓
SCHD
SCHWAB STRATEGIC TR
+$254.0K
3,335
增持
PFE
PFIZER INC
-$245.1K
63,762
+2%
增持
INTC
INTEL CORP
+$244.2K
16,275
+1%
增持
CVS
CVS HEALTH CORP
+$242.7K
23,965
+1%
减持
—
BLACKROCK INC
+$235.5K
1,530
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$232.2K
44,317
+8%
建仓
TRV
TRAVELERS COMPANIES INC
+$228.6K
1,200
减持
DG
DOLLAR GEN CORP NEW
-$227.0K
1,932
-58%
建仓
UBER
UBER TECHNOLOGIES INC
+$224.7K
3,650
建仓
TGT
TARGET CORP
+$219.8K
1,543
建仓
QGRW
WISDOMTREE TR
+$218.4K
5,971
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$215.6K
42,205
+10%
清仓
CTVA
CORTEVA INC
-$211.6K
0
-100%
建仓
IYW
ISHARES TR
+$209.2K
1,704
清仓
GM
GENERAL MTRS CO
-$207.7K
0
-100%
建仓
INSP
INSPIRE MED SYS INC
+$203.4K
1,000
清仓
NFG
NATIONAL FUEL GAS CO
-$202.4K
0
-100%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$200.6K
0
-100%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$197.3K
28,152
+18%
增持
T
AT&T INC
+$180.8K
69,490
+6%
增持
IGIB
ISHARES TR
+$179.2K
14,402
+23%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$177.5K
29,204
+4%
增持
BNDC
FLEXSHARES TR
+$173.7K
45,985
+14%
减持
—
BROOKFIELD RENEWABLE PARTNER
+$167.4K
47,088
-4%
增持
ED
CONSOLIDATED EDISON INC
+$166.8K
19,380
+4%
清仓
TGNA
TEGNA INC
-$164.6K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$164.1K
1,729
+16%
减持
NUE
NUCOR CORP
+$163.0K
10,980
-2%
减持
CSCO
CISCO SYS INC
-$162.6K
30,119
-4%
减持
ABT
ABBOTT LABS
+$155.0K
19,402
-5%
减持
TSCO
TRACTOR SUPPLY CO
-$152.7K
4,192
-19%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$152.0K
14,071
+5%
减持
IQV
IQVIA HLDGS INC
+$147.7K
5,400
-4%
增持
MMM
3M CO
+$139.1K
5,258
+13%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$137.8K
12,484
+21%
增持
COWZ
PACER FDS TR
+$135.5K
36,687
+2%
减持
MCD
MCDONALDS CORP
+$135.2K
4,884
-2%
减持
BX
BLACKSTONE INC
+$134.3K
7,324
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$132.9K
5,449
-14%
减持
DE
DEERE & CO
+$130.3K
5,789
-0%
减持
XSOE
WISDOMTREE TR
-$129.6K
17,372
-27%
增持
MOAT
VANECK ETF TRUST
+$128.3K
6,447
+17%
增持
QLV
FLEXSHARES TR
+$126.3K
17,812
+5%
清仓
VTRS
VIATRIS INC
-$125.3K
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$125.2K
53,069
+2%
建仓
NMT
NUVEEN MASSACHUSETS QLT MUN
+$121.8K
11,585
增持
NGG
NATIONAL GRID PLC
+$120.4K
11,074
+6%
增持
C
CITIGROUP INC
+$117.4K
9,986
+4%
减持
—
CIMPRESS PLC
+$114.6K
14,900
-3%
增持
IQDY
FLEXSHARES TR
+$111.4K
16,121
+20%
增持
DFUS
DIMENSIONAL ETF TRUST
+$111.1K
7,976
+23%
减持
DIS
DISNEY WALT CO
+$109.2K
12,262
-0%
减持
MO
ALTRIA GROUP INC
-$109.1K
11,363
-16%
增持
PG
PROCTER AND GAMBLE CO
+$103.4K
26,592
+2%
减持
APD
AIR PRODS & CHEMS INC
-$103.2K
4,847
-4%
建仓
VKQ
INVESCO MUNICIPAL TRUST
+$98.1K
10,293
建仓
JOBY
JOBY AVIATION INC
+$97.2K
14,620
减持
VUG
VANGUARD INDEX FDS
+$94.6K
2,459
-0%
增持
IRM
IRON MTN INC DEL
+$92.2K
8,753
+0%
减持
EPS
WISDOMTREE TR
+$90.9K
21,030
-0%
增持
NEE
NEXTERA ENERGY INC
+$89.5K
22,578
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$85.6K
5,656
+0%
增持
HYGV
FLEXSHARES TR
+$85.3K
18,032
+10%
增持
CAT
CATERPILLAR INC
+$85.2K
1,350
+17%
增持
MS
MORGAN STANLEY
+$84.0K
7,233
+0%
清仓
HLN
HALEON PLC
-$83.4K
0
-100%
减持
IVV
ISHARES TR
+$82.7K
3,301
-5%
减持
EFV
ISHARES TR
-$81.4K
5,387
-27%
减持
RDIV
INVESCO EXCH TRADED FD TR II
+$79.7K
12,274
-0%
增持
TLTD
FLEXSHARES TR
+$77.4K
8,398
+6%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$77.0K
25,504
-6%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$75.5K
0
-100%
减持
FDX
FEDEX CORP
-$72.7K
2,760
-5%
建仓
—
PIMCO NEW YORK MUN INCOME FD
+$66.8K
11,200
