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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 77
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.0M
96,926
-1%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.4M
25,130
-51%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
20,710
+0%
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。
减持
WMT
WALMART INC
+$983.5K
81,526
-1%
增持
TSLA
TESLA INC
+$941.6K
12,148
+7%
减持
ABBV
ABBVIE INC
+$936.5K
38,744
-1%
增持
AVIG
AMERICAN CENTY ETF TR
+$929.0K
136,518
+14%
减持
MA
MASTERCARD INCORPORATED
+$867.0K
17,282
-1%
增持
AVUS
AMERICAN CENTY ETF TR
+$846.4K
154,968
+1%
增持
AVLC
AMERICAN CENTY ETF TR
+$837.0K
15,724
+391%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$827.1K
5,444
-60%
增持
QLC
FLEXSHARES TR
+$822.8K
35,186
+48%
减持
HD
HOME DEPOT INC
+$806.3K
13,599
-0%
减持
—
BROOKFIELD INFRAST PARTNERS
+$771.2K
102,364
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$750.5K
76,008
+4%
减持
MSFT
MICROSOFT CORP
-$689.0K
38,058
-0%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$687.1K
20,168
清仓
AMAT
APPLIED MATLS INC
-$664.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$661.8K
7,084
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$617.7K
40,626
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$588.7K
68,167
+10%
增持
DFCF
DIMENSIONAL ETF TRUST
+$581.7K
121,973
+8%
减持
BN
BROOKFIELD CORP
+$563.3K
49,283
-0%
减持
GOOGL
ALPHABET INC
-$561.3K
32,244
-1%
增持
CTAS
CINTAS CORP
+$530.3K
19,681
+291%
建仓
EFV
ISHARES TR
+$494.8K
8,600
减持
LLY
ELI LILLY & CO
-$487.7K
11,362
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$457.3K
70,647
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$452.8K
36,397
+6%
建仓
EFG
ISHARES TR
+$447.3K
4,155
减持
SCHW
SCHWAB CHARLES CORP
-$434.5K
12,459
-26%
减持
IVV
ISHARES TR
-$417.6K
2,093
-30%
增持
GLD
SPDR GOLD TR
+$417.4K
6,985
+17%
建仓
VOO
VANGUARD INDEX FDS
+$377.0K
714
增持
MRK
MERCK & CO INC
-$373.1K
37,279
+0%
增持
T
AT&T INC
+$367.8K
82,965
+9%
增持
QCOM
QUALCOMM INC
-$363.5K
12,930
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$357.1K
51,760
+8%
增持
DGRO
ISHARES TR
+$352.8K
68,686
+0%
减持
META
META PLATFORMS INC
+$316.7K
10,566
-7%
减持
CVS
CVS HEALTH CORP
-$303.5K
17,457
-26%
减持
NEE
NEXTERA ENERGY INC
+$299.2K
22,841
-1%
减持
GOOG
ALPHABET INC
-$296.2K
16,018
-1%
减持
V
VISA INC
+$293.4K
27,768
-1%
减持
NKE
NIKE INC
+$292.3K
26,465
-3%
清仓
FEBW
AIM ETF PRODUCTS TRUST
-$289.4K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$286.7K
6,874
+2%
建仓
EMXC
ISHARES INC
+$286.6K
4,690
清仓
MRNA
MODERNA INC
-$285.6K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$282.9K
17,324
+2%
增持
—
LAM RESEARCH CORP
-$279.4K
1,303
+3%
建仓
D
DOMINION ENERGY INC
+$275.1K
4,760
增持
QGRW
WISDOMTREE TR
+$275.0K
34,749
+19%
减持
SPGI
S&P GLOBAL INC
+$274.7K
5,785
-5%
增持
IVW
ISHARES TR
+$273.6K
8,042
+50%
建仓
BNTX
BIONTECH SE
+$267.2K
2,250
减持
OKE
ONEOK INC NEW
+$259.6K
31,328
-2%
增持
MCD
MCDONALDS CORP
+$257.6K
5,007
+1%
减持
JNJ
JOHNSON & JOHNSON
+$254.0K
18,257
-1%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$249.8K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$249.2K
4,053
-3%
减持
AMZN
AMAZON COM INC
-$239.8K
28,337
-1%
增持
PFE
PFIZER INC
+$238.5K
68,258
+10%
减持
HSY
HERSHEY CO
-$236.3K
7,479
-18%
增持
DGRW
WISDOMTREE TR
+$235.4K
34,964
+2%
清仓
JUST
GOLDMAN SACHS ETF TR
-$234.4K
0
-100%
增持
RTX
RTX CORPORATION
+$229.4K
10,546
+1%
减持
BA
BOEING CO
-$228.6K
6,535
-3%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$228.0K
10,540
建仓
KR
KROGER CO
+$223.5K
3,900
增持
PG
PROCTER AND GAMBLE CO
+$220.0K
22,485
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$219.0K
8,597
-30%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$211.8K
5,697
减持
PH
PARKER-HANNIFIN CORP
+$211.3K
2,106
-5%
增持
CMCSA
COMCAST CORP NEW
+$211.2K
53,029
+4%
建仓
INSP
INSPIRE MED SYS INC
+$211.1K
1,000
增持
DFAX
DIMENSIONAL ETF TRUST
+$207.8K
122,241
+0%
增持
BX
BLACKSTONE INC
+$204.9K
6,963
+0%
增持
PLD
PROLOGIS INC.
+$202.9K
13,920
+1%
清仓
HEFA
ISHARES TR
-$202.7K
0
-100%
减持
INTU
INTUIT
-$199.6K
4,894
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$199.2K
868
+58%
增持
BND
VANGUARD BD INDEX FDS
+$198.0K
53,941
+1%
增持
AVDE
AMERICAN CENTY ETF TR
+$197.8K
36,037
+1%
增持
—
EXXON MOBIL CORP
+$197.4K
39,576
+3%
增持
BKLC
BNY MELLON ETF TRUST
+$195.7K
13,016
+10%
增持
LQD
ISHARES TR
+$194.9K
30,875
+0%
增持
APD
AIR PRODS & CHEMS INC
+$192.0K
4,687
+0%
增持
TLT
ISHARES TR
+$189.0K
6,030
+37%
增持
PSX
PHILLIPS 66
-$185.5K
25,535
+2%
减持
—
BLACKROCK INC
+$182.3K
1,522
-5%
减持
—
ALLEGION PLC
+$181.2K
8,540
-5%
增持
NVDA
NVIDIA CORPORATION
-$180.4K
120,869
+0%
减持
MMM
3M CO
+$177.9K
5,326
-1%
增持
IQDY
FLEXSHARES TR
+$173.6K
57,162
+4%
增持
—
EATON CORP PLC
+$173.4K
9,443
+0%
增持
IQLT
ISHARES TR
+$171.5K
66,116
+0%
增持
IGIB
ISHARES TR
+$163.1K
16,213
+17%
增持
DFIV
DIMENSIONAL ETF TRUST
+$162.3K
46,606
+4%
增持
CCI
CROWN CASTLE INC
+$162.1K
5,044
+13%
减持
HUBB
HUBBELL INC
+$161.7K
3,037
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$159.7K
31,427
-2%
增持
ORCL
ORACLE CORP
+$155.5K
5,311
+0%
增持
CSCO
CISCO SYS INC
+$150.8K
25,444
+0%
减持
INTC
INTEL CORP
-$150.6K
13,164
-11%
增持
GILD
GILEAD SCIENCES INC
+$150.0K
7,716
+7%
增持
NGG
NATIONAL GRID PLC
+$144.3K
10,867
+1%
建仓
FLG
NEW YORK CMNTY BANCORP INC
+$144.3K
12,851
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$143.9K
22,405
+14%
增持
STPZ
PIMCO ETF TR
+$143.6K
26,649
+9%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$141.9K
23,193
+3%
减持
VTI
VANGUARD INDEX FDS
-$139.1K
1,329
-31%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$138.9K
78,283
+3%
增持
SCHO
SCHWAB STRATEGIC TR
+$138.7K
40,890
+6%
建仓
NFBK
NORTHFIELD BANCORP INC DEL
+$138.0K
11,897
减持
TMUS
T-MOBILE US INC
+$136.1K
6,781
-5%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$134.3K
15,399
减持
XLE
SELECT SECTOR SPDR TR
-$132.7K
36,258
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$132.4K
8,658
-6%
增持
SHEL
SHELL PLC
-$130.4K
21,022
+0%
减持
EPS
WISDOMTREE TR
-$129.9K
17,760
-16%
减持
CAT
CATERPILLAR INC
+$127.7K
2,591
-3%
增持
SPHY
SPDR SER TR
+$127.0K
62,868
+5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$126.0K
28,012
+2%
减持
KLAC
KLA CORP
-$123.2K
1,669
-3%
增持
MLM
MARTIN MARIETTA MATLS INC
+$121.4K
2,435
+11%
减持
ABT
ABBOTT LABS
+$119.5K
12,240
-0%
清仓
—
NEW YORK CMNTY BANCORP INC
-$118.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$116.9K
2,948
+42%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$116.8K
12,793
-0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$111.4K
11,323
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$110.6K
15,896
+4%
增持
CCD
CALAMOS DYNAMIC CONV & INCOM
+$110.5K
24,426
+7%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$107.7K
14,184
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$106.7K
6,541
+14%
减持
GUNR
FLEXSHARES TR
-$105.9K
12,539
-19%
增持
HYGV
FLEXSHARES TR
+$103.2K
21,743
+9%
减持
NUE
NUCOR CORP
-$96.9K
10,890
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$96.2K
17,096
+3%
增持
CVX
CHEVRON CORP NEW
-$95.5K
25,699
+4%
增持
BNDC
FLEXSHARES TR
+$95.4K
47,637
+5%
减持
—
ACCENTURE PLC IRELAND
+$93.5K
2,589
-4%
增持
MS
MORGAN STANLEY
+$87.2K
7,853
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$85.0K
33,759
+1%
减持
GIGB
GOLDMAN SACHS ETF TR
-$81.9K
5,803
-26%
增持
AVGO
BROADCOM INC
+$81.4K
14,440
+863%
建仓
ACHR
ARCHER AVIATION INC
+$81.2K
26,800
减持
COWZ
PACER FDS TR
+$78.9K
33,007
-2%
减持
NTSX
WISDOMTREE TR
+$78.8K
27,000
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$77.2K
11,270
+13%
