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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 33
增持 54
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$4.8M
12,531
-5%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.1M
84,891
+884%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.8M
77,177
+663%
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
LLY
ELI LILLY & CO
+$2.6M
11,443
+5%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.3M
148,109
+10%
增持
AMZN
AMAZON COM INC
+$2.3M
28,162
+53%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
42,587
+434%
增持
DSTL
ETF SER SOLUTIONS
+$1.5M
102,930
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
6,038
+103%
减持
MSFT
MICROSOFT CORP
+$1.4M
37,733
-2%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$1.3M
2,099
增持
AAPL
APPLE INC
-$1.3M
96,159
+4%
建仓
HUBB
HUBBELL INC
+$1.2M
2,985
清仓
—
BROOKFIELD RENEWABLE PARTNER
-$1.2M
0
-100%
增持
META
META PLATFORMS INC
+$1.2M
8,410
+3%
建仓
KLAC
KLA CORP
+$1.2M
1,668
建仓
PH
PARKER-HANNIFIN CORP
+$1.2M
2,094
减持
NKE
NIKE INC
-$1.2M
29,852
-18%
建仓
IR
INGERSOLL RAND INC
+$1.2M
12,195
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.2M
8,391
建仓
SCHW
SCHWAB CHARLES CORP
+$1.1M
15,830
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
67,093
+17%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
12,600
建仓
—
ALLEGION PLC
+$1.1M
8,092
建仓
DHI
D R HORTON INC
+$1.1M
6,511
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.1M
16,353
建仓
TMUS
T-MOBILE US INC
+$1.0M
6,411
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.0M
0
-100%
减持
ABBV
ABBVIE INC
+$973.2K
38,345
-1%
减持
MA
MASTERCARD INCORPORATED
+$933.1K
17,170
-0%
建仓
QLC
FLEXSHARES TR
+$880.9K
14,962
减持
WM
WASTE MGMT INC DEL
-$860.9K
2,638
-67%
增持
AMGN
AMGEN INC
+$856.6K
4,911
+162%
清仓
LOW
LOWES COS INC
-$837.7K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$824.3K
30,963
+239%
减持
MRK
MERCK & CO INC
+$784.0K
37,165
-2%
增持
—
EXXON MOBIL CORP
+$775.2K
36,869
+5%
建仓
LW
LAMB WESTON HLDGS INC
+$768.4K
7,213
增持
WMT
WALMART INC
+$765.8K
82,907
+210%
减持
ABT
ABBOTT LABS
-$739.8K
12,280
-37%
减持
OKE
ONEOK INC NEW
-$701.1K
32,121
-31%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$698.0K
378
-78%
减持
DE
DEERE & CO
-$678.8K
3,983
-31%
增持
IQDY
FLEXSHARES TR
+$671.4K
38,941
+142%
增持
AVDE
AMERICAN CENTY ETF TR
+$643.9K
29,883
+43%
减持
—
CHUBB LIMITED
-$612.8K
7,367
-34%
减持
UPS
UNITED PARCEL SERVICE INC
-$580.4K
1,859
-66%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$557.9K
5,048
减持
ZTS
ZOETIS INC
-$523.6K
14,094
-4%
建仓
DYNF
BLACKROCK ETF TRUST
+$519.7K
11,705
减持
V
VISA INC
+$518.9K
29,083
-0%
减持
APH
AMPHENOL CORP NEW
-$518.0K
19,490
-30%
建仓
AVSC
AMERICAN CENTY ETF TR
+$515.2K
9,839
减持
PSX
PHILLIPS 66
+$512.8K
24,355
-6%
增持
DKS
DICKS SPORTING GOODS INC
+$506.0K
6,306
+2%
减持
—
EATON CORP PLC
+$496.3K
9,667
-8%
增持
QCOM
QUALCOMM INC
+$495.6K
13,635
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$490.0K
64,625
+17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$453.6K
39,995
-0%
增持
USFR
WISDOMTREE TR
+$446.0K
47,909
+23%
清仓
ATR
APTARGROUP INC
-$432.7K
0
-100%
增持
DIS
DISNEY WALT CO
+$425.8K
12,526
+2%
建仓
IVW
ISHARES TR
+$423.6K
5,016
增持
MOAT
VANECK ETF TRUST
+$421.6K
10,776
+67%
减持
HD
HOME DEPOT INC
+$419.5K
13,120
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$419.2K
20,599
-4%
建仓
AVEM
AMERICAN CENTY ETF TR
+$412.6K
7,118
增持
XLE
SELECT SECTOR SPDR TR
+$408.1K
36,348
+1%
增持
GOOGL
ALPHABET INC
+$394.5K
32,887
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$393.9K
63,051
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$383.7K
18,566
+49%
增持
QGRW
WISDOMTREE TR
+$378.0K
14,512
+143%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$372.2K
6,674
-48%
减持
FDX
FEDEX CORP
-$362.1K
1,160
-58%
减持
CTAS
CINTAS CORP
+$359.5K
4,932
-2%
清仓
—
BROOKFIELD RENEWABLE CORP
-$348.7K
0
-100%
增持
BA
BOEING CO
-$337.9K
6,880
+8%
减持
—
NEW YORK CMNTY BANCORP INC
-$322.4K
36,705
-15%
建仓
SPYV
SPDR SER TR
+$320.8K
6,403
增持
HSY
HERSHEY CO
+$293.0K
8,075
+18%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$285.2K
6,536
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$283.7K
47,014
+6%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$282.8K
9,767
减持
PG
PROCTER AND GAMBLE CO
-$282.5K
22,277
-16%
清仓
EFV
ISHARES TR
-$280.7K
0
-100%
减持
PFE
PFIZER INC
-$278.4K
56,119
-12%
清仓
AIRR
FIRST TR EXCHANGE-TRADED FD
-$273.3K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$262.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$258.0K
24,770
+1%
建仓
MRNA
MODERNA INC
+$256.3K
2,405
增持
COST
COSTCO WHSL CORP NEW
+$255.9K
1,707
+13%
清仓
SBUX
STARBUCKS CORP
-$247.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$246.7K
5,950
+19%
减持
GUNR
FLEXSHARES TR
-$243.6K
19,093
-24%
建仓
GM
GENERAL MTRS CO
+$240.4K
5,300
增持
DFAX
DIMENSIONAL ETF TRUST
+$236.8K
120,095
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$236.4K
15,326
+7%
增持
GOOG
ALPHABET INC
+$235.1K
16,214
+2%
建仓
D
DOMINION ENERGY INC
+$232.9K
4,735
减持
CSCO
CISCO SYS INC
-$232.5K
25,829
-14%
清仓
TRV
TRAVELERS COMPANIES INC
-$228.6K
0
-100%
减持
TDTT
FLEXSHARES TR
-$225.3K
43,693
-18%
建仓
KR
KROGER CO
+$222.8K
3,900
清仓
PSA
PUBLIC STORAGE
-$215.0K
0
-100%
建仓
CG
CARLYLE GROUP INC
+$211.1K
4,500
建仓
AGG
ISHARES TR
+$209.6K
2,140
建仓
NFG
NATIONAL FUEL GAS CO
+$209.5K
3,900
建仓
VGT
VANGUARD WORLD FD
+$208.2K
397
建仓
DOL
WISDOMTREE TR
+$205.9K
3,981
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$205.3K
3,250
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$203.5K
70
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$202.1K
0
-100%
减持
AVGO
BROADCOM INC
+$198.0K
1,469
-6%
减持
—
BROOKFIELD INFRAST PARTNERS
-$193.2K
112,759
-4%
增持
QUAL
ISHARES TR
+$176.7K
2,944
+41%
减持
IHDG
WISDOMTREE TR
-$168.8K
7,718
-38%
减持
GSLC
GOLDMAN SACHS ETF TR
+$167.2K
20,499
-2%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$162.4K
15,637
+19%
减持
INTC
INTEL CORP
-$160.6K
14,880
-9%
增持
GE
GENERAL ELECTRIC CO
+$159.1K
3,000
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$158.6K
3,900
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$156.2K
32,913
+4%
减持
QLV
FLEXSHARES TR
-$143.1K
14,075
-21%
减持
ADBE
ADOBE INC
-$142.5K
900
-10%
减持
SPGI
S&P GLOBAL INC
-$141.9K
6,490
-2%
减持
IVV
ISHARES TR
-$139.6K
2,733
-17%
增持
APD
AIR PRODS & CHEMS INC
+$136.9K
6,043
+25%
增持
T
AT&T INC
+$135.1K
73,925
+6%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$129.2K
29,166
+4%
减持
IQLT
ISHARES TR
+$129.1K
64,895
-0%
减持
RTX
RTX CORPORATION
+$127.7K
10,590
-2%
减持
TSCO
TRACTOR SUPPLY CO
+$117.3K
3,893
-7%
减持
—
LAM RESEARCH CORP
+$116.7K
1,198
-10%
增持
AMT
AMERICAN TOWER CORP NEW
-$113.5K
6,759
+1%
减持
PLD
PROLOGIS INC.
-$112.9K
13,935
-4%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$111.3K
39,807
-6%
增持
ELV
ELEVANCE HEALTH INC
+$109.9K
2,287
+0%
减持
BAC
BANK AMERICA CORP
+$109.5K
44,701
-5%
增持
BP
BP PLC
+$104.3K
15,018
+15%
增持
SCHD
SCHWAB STRATEGIC TR
+$102.2K
4,417
+32%
减持
ED
CONSOLIDATED EDISON INC
-$101.6K
18,295
-6%
增持
NEE
NEXTERA ENERGY INC
+$101.1K
23,041
+2%
减持
IGIB
ISHARES TR
-$100.8K
12,560
-13%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$98.9K
4,260
+107%
减持
BEN
FRANKLIN RESOURCES INC
-$92.9K
19,850
-9%
增持
DVN
DEVON ENERGY CORP NEW
+$91.7K
6,250
+28%
增持
IRM
IRON MTN INC DEL
+$89.6K
8,754
+0%
减持
BN
BROOKFIELD CORP
-$83.9K
55,532
-7%
增持
SCHO
SCHWAB STRATEGIC TR
+$79.7K
40,363
+5%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$78.8K
53,254
+0%
