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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 87
减持 39
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.1M
97,574
+1%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
120,275
+860%
减持
ZTS
ZOETIS INC
-$1.8M
3,404
-76%
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
+$1.7M
11,656
+2%
增持
META
META PLATFORMS INC
+$1.6M
11,368
+35%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
112,816
+46%
增持
AVIG
AMERICAN CENTY ETF TR
+$1.4M
119,530
+41%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
33,473
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
62,045
+46%
增持
MSFT
MICROSOFT CORP
+$1.2M
38,181
+1%
清仓
MOAT
VANECK ETF TRUST
-$968.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$945.5K
32,440
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$855.6K
30,338
+86%
减持
V
VISA INC
-$775.0K
27,971
-4%
减持
NKE
NIKE INC
-$758.2K
27,163
-9%
增持
QGRW
WISDOMTREE TR
+$714.0K
29,232
+101%
减持
—
BROOKFIELD INFRAST PARTNERS
-$703.6K
102,609
-9%
减持
DE
DEERE & CO
-$670.9K
2,584
-35%
建仓
AMAT
APPLIED MATLS INC
+$664.5K
2,816
增持
AVUS
AMERICAN CENTY ETF TR
+$643.0K
154,105
+4%
减持
WMT
WALMART INC
+$611.3K
82,702
-0%
建仓
AVMV
AMERICAN CENTY ETF TR
+$606.6K
10,170
增持
MA
MASTERCARD INCORPORATED
-$601.6K
17,379
+1%
增持
QLC
FLEXSHARES TR
+$584.8K
23,824
+59%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$572.8K
75,949
+18%
增持
BKLC
BNY MELLON ETF TRUST
+$560.2K
11,855
+77%
增持
JPM
JPMORGAN CHASE & CO.
+$556.4K
31,974
+8%
减持
DKS
DICKS SPORTING GOODS INC
-$546.8K
4,055
-36%
增持
COST
COSTCO WHSL CORP NEW
+$542.9K
2,110
+24%
增持
GOOG
ALPHABET INC
+$505.6K
16,216
+0%
增持
CVS
CVS HEALTH CORP
-$491.2K
23,726
+0%
增持
IQDY
FLEXSHARES TR
+$487.5K
54,942
+41%
增持
DFIV
DIMENSIONAL ETF TRUST
+$474.6K
44,866
+45%
增持
AVGO
BROADCOM INC
+$462.0K
1,500
+2%
增持
AMZN
AMAZON COM INC
+$439.9K
28,563
+1%
减持
NUE
NUCOR CORP
-$438.8K
10,970
-0%
增持
PSX
PHILLIPS 66
-$436.0K
25,091
+3%
减持
DHI
D R HORTON INC
-$409.0K
4,700
-28%
减持
JNJ
JOHNSON & JOHNSON
-$407.0K
18,506
-6%
增持
CAT
CATERPILLAR INC
+$391.0K
2,659
+97%
增持
APH
AMPHENOL CORP NEW
+$377.9K
38,980
+100%
减持
LW
LAMB WESTON HLDGS INC
-$374.0K
4,691
-35%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$360.3K
20,662
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$354.5K
34,442
+5%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$336.0K
12,308
+84%
增持
HD
HOME DEPOT INC
-$328.5K
13,665
+4%
增持
AVDE
AMERICAN CENTY ETF TR
+$313.0K
35,621
+19%
减持
ISRG
INTUITIVE SURGICAL INC
-$303.5K
6,450
-19%
清仓
ACHR
ARCHER AVIATION INC
-$300.1K
0
-100%
增持
TSLA
TESLA INC
+$298.7K
11,303
+3%
增持
MRK
MERCK & CO INC
-$297.5K
37,209
+0%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$285.2K
0
-100%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$275.4K
0
-100%
减持
BN
BROOKFIELD CORP
-$268.8K
49,470
-11%
增持
ABBV
ABBVIE INC
-$268.0K
39,149
+2%
增持
DIS
DISNEY WALT CO
-$264.2K
12,776
+2%
增持
AMGN
AMGEN INC
+$260.7K
5,304
+8%
减持
APD
AIR PRODS & CHEMS INC
-$260.5K
4,664
-23%
减持
PLD
PROLOGIS INC.
-$259.7K
13,845
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$255.2K
72,921
+9%
增持
AVEM
AMERICAN CENTY ETF TR
+$254.4K
10,917
+53%
减持
QCOM
QUALCOMM INC
+$253.8K
12,864
-6%
增持
USFR
WISDOMTREE TR
+$252.7K
52,914
+10%
增持
KLAC
KLA CORP
+$250.5K
1,717
+3%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$242.3K
330
清仓
D
DOMINION ENERGY INC
-$232.9K
0
-100%
清仓
KR
KROGER CO
-$222.8K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$221.8K
0
-100%
减持
IBN
ICICI BANK LIMITED
-$221.0K
28,950
-28%
增持
TMUS
T-MOBILE US INC
+$216.8K
7,170
+12%
增持
DSTL
ETF SER SOLUTIONS
+$216.0K
112,180
+9%
清仓
INSP
INSPIRE MED SYS INC
-$214.8K
0
-100%
清仓
BIIB
BIOGEN INC
-$214.1K
0
-100%
清仓
CG
CARLYLE GROUP INC
-$211.1K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$210.5K
9,945
建仓
VV
VANGUARD INDEX FDS
+$208.4K
835
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$208.2K
51,547
-2%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$208.1K
3,041
建仓
COHR
COHERENT CORP
+$207.1K
2,858
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$205.3K
0
-100%
清仓
BNTX
BIONTECH SE
-$202.9K
0
-100%
建仓
HEFA
ISHARES TR
+$202.7K
5,700
建仓
AVLC
AMERICAN CENTY ETF TR
+$201.1K
3,204
减持
INTC
INTEL CORP
-$197.8K
14,835
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$191.3K
4,164
+7%
增持
IVV
ISHARES TR
+$188.1K
2,969
+9%
建仓
—
BLACKROCK MUNIHLDGS NY QLTY
+$186.4K
17,320
增持
PFE
PFIZER INC
+$179.6K
62,076
+11%
增持
—
LAM RESEARCH CORP
+$178.8K
1,261
+5%
减持
OGS
ONE GAS INC
-$163.8K
3,600
-41%
减持
GUNR
FLEXSHARES TR
-$161.1K
15,523
-19%
增持
T
AT&T INC
+$156.3K
76,265
+3%
增持
—
EXXON MOBIL CORP
+$155.9K
38,582
+5%
减持
WPC
WP CAREY INC
-$154.9K
6,511
-28%
增持
DGRW
WISDOMTREE TR
+$147.5K
34,260
+3%
增持
CMCSA
COMCAST CORP NEW
-$145.7K
51,170
+3%
减持
NGG
NATIONAL GRID PLC
-$144.2K
10,790
-3%
增持
ELV
ELEVANCE HEALTH INC
+$141.7K
2,450
+7%
减持
ED
CONSOLIDATED EDISON INC
-$140.3K
17,010
-7%
增持
CTAS
CINTAS CORP
+$133.2K
5,029
+2%
增持
BP
BP PLC
+$129.1K
19,252
+28%
增持
INTU
INTUIT
+$118.1K
4,928
+3%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$116.2K
13,623
+8%
增持
XLE
SELECT SECTOR SPDR TR
-$115.5K
36,381
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$113.1K
40,546
+1%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$109.6K
12,839
-10%
减持
BA
BOEING CO
-$105.7K
6,715
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$105.3K
9,193
+10%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$104.3K
11,316
-16%
减持
SHEL
SHELL PLC
+$101.8K
21,014
-0%
增持
HSY
HERSHEY CO
+$100.3K
9,088
+13%
增持
HUBB
HUBBELL INC
-$99.7K
3,117
+4%
增持
MLM
MARTIN MARIETTA MATLS INC
-$99.4K
2,195
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$96.8K
16,854
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$90.0K
5,738
+30%
减持
CSCO
CISCO SYS INC
-$85.7K
25,329
-2%
增持
ORCL
ORACLE CORP
+$83.2K
5,308
+0%
增持
BAC
BANK AMERICA CORP
+$83.2K
44,713
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$83.2K
3,317
-8%
增持
IRM
IRON MTN INC DEL
+$82.5K
8,755
+0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$82.4K
41,708
+5%
减持
SCHO
SCHWAB STRATEGIC TR
-$81.8K
38,730
-4%
增持
DYNF
BLACKROCK ETF TRUST
+$80.2K
12,780
+9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$79.8K
19,581
+5%
清仓
JOBY
JOBY AVIATION INC
-$78.4K
0
-100%
增持
QLV
FLEXSHARES TR
+$76.1K
14,985
+6%
增持
IVW
ISHARES TR
+$72.8K
5,364
+7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$72.2K
4,400
+6186%
减持
VUG
VANGUARD INDEX FDS
+$71.6K
2,438
-0%
增持
CCI
CROWN CASTLE INC
+$69.9K
4,465
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$69.8K
65,845
+4%
减持
—
EATON CORP PLC
-$66.4K
9,428
-2%
增持
PEP
PEPSICO INC
-$65.6K
6,532
+0%
增持
IYW
ISHARES TR
+$64.6K
2,032
+14%
减持
GSLC
GOLDMAN SACHS ETF TR
+$63.7K
20,489
-0%
增持
TLT
ISHARES TR
+$62.8K
4,386
+22%
增持
PG
PROCTER AND GAMBLE CO
+$60.3K
22,282
+0%
增持
IGIB
ISHARES TR
+$59.8K
13,809
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.5K
6,388
+6%
增持
QUAL
ISHARES TR
+$59.5K
3,182
+8%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$59.1K
27,546
+4%
减持
PM
PHILIP MORRIS INTL INC
+$58.1K
7,779
-2%
减持
GSK
GSK PLC
-$56.8K
10,693
-2%
增持
—
DUPONT DE NEMOURS INC
+$54.9K
4,336
+13%
减持
DOW
DOW INC
-$54.1K
7,557
-4%
增持
STPZ
PIMCO ETF TR
+$53.3K
24,479
+4%
增持
BX
BLACKSTONE INC
-$51.9K
6,958
+0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$50.3K
13,590
+0%
增持
—
ACCENTURE PLC IRELAND
+$49.7K
2,708
+22%
减持
CWB
SPDR SER TR
-$49.1K
12,800
-4%
