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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 57
减持 68
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.7M
114,446
-5%
减持
TSLA
TESLA INC
-$2.3M
9,934
-17%
减持
MSFT
MICROSOFT CORP
-$1.9M
37,757
-1%
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
AAPL
APPLE INC
-$1.8M
99,670
+4%
减持
AVGO
BROADCOM INC
-$1.5M
9,737
-28%
减持
GOOGL
ALPHABET INC
-$1.4M
29,714
-6%
增持
IGIB
ISHARES TR
+$1.2M
42,362
+111%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.2M
29,130
+194%
减持
AMZN
AMAZON COM INC
-$1.1M
26,279
-5%
增持
SKOR
FLEXSHARES TR
+$1.0M
46,034
+85%
增持
—
EXXON MOBIL CORP
+$1.0M
64,955
+4%
增持
AVLC
AMERICAN CENTY ETF TR
+$920.2K
50,117
+47%
减持
—
EATON CORP PLC
-$870.7K
7,861
-13%
减持
ABBV
ABBVIE INC
+$829.0K
35,966
-5%
减持
WMT
WALMART INC
-$770.3K
72,898
-8%
增持
AVIG
AMERICAN CENTY ETF TR
+$756.5K
160,694
+11%
减持
PH
PARKER-HANNIFIN CORP
-$748.9K
646
-64%
增持
DFCF
DIMENSIONAL ETF TRUST
+$744.9K
150,714
+11%
减持
DKS
DICKS SPORTING GOODS INC
-$709.9K
1,082
-73%
减持
IR
INGERSOLL RAND INC
-$692.8K
3,453
-68%
建仓
WMB
WILLIAMS COS INC
+$690.1K
11,548
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$686.8K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$656.5K
89,900
+20%
增持
AVDE
AMERICAN CENTY ETF TR
+$646.3K
44,818
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$643.8K
20,779
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$623.6K
61,691
+21%
减持
GOOG
ALPHABET INC
-$583.8K
15,197
-2%
减持
MLM
MARTIN MARIETTA MATLS INC
-$541.8K
1,237
-44%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$536.9K
13,392
+185%
减持
CVX
CHEVRON CORP NEW
+$531.6K
25,765
-1%
增持
IQDY
FLEXSHARES TR
+$531.1K
77,110
+25%
减持
HD
HOME DEPOT INC
-$529.3K
12,501
-5%
减持
APD
AIR PRODS & CHEMS INC
-$518.5K
2,926
-39%
减持
MRK
MERCK & CO INC
-$516.1K
34,425
-5%
减持
V
VISA INC
+$504.5K
25,582
-4%
增持
AVUV
AMERICAN CENTY ETF TR
-$501.9K
75,690
+3%
减持
HUBB
HUBBELL INC
-$501.2K
1,764
-32%
建仓
AMAT
APPLIED MATLS INC
+$485.4K
3,345
增持
BND
VANGUARD BD INDEX FDS
+$459.2K
62,883
+9%
增持
PG
PROCTER AND GAMBLE CO
+$445.0K
25,042
+10%
增持
NFLX
NETFLIX INC
+$441.0K
1,402
+44%
减持
T
AT&T INC
+$433.4K
85,563
-2%
增持
AVUS
AMERICAN CENTY ETF TR
+$424.5K
158,711
+8%
建仓
CRM
SALESFORCE INC
+$416.0K
1,550
增持
—
CHUBB LIMITED
+$401.5K
8,087
+9%
建仓
AVSD
AMERICAN CENTY ETF TR
+$398.3K
6,635
增持
VZ
VERIZON COMMUNICATIONS INC
+$397.4K
72,961
+0%
减持
DHI
D R HORTON INC
-$387.3K
2,123
-55%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$385.9K
550
+77%
增持
LQD
ISHARES TR
+$383.0K
35,946
+9%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$375.8K
0
-100%
减持
ED
CONSOLIDATED EDISON INC
+$373.9K
17,847
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$354.8K
91,419
+8%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$336.6K
19,848
-33%
减持
JNJ
JOHNSON & JOHNSON
+$335.8K
17,938
-2%
减持
PSX
PHILLIPS 66
-$333.5K
19,923
-19%
减持
BLK
BLACKROCK INC
-$329.9K
1,086
-18%
减持
CTAS
CINTAS CORP
-$317.5K
15,136
-19%
减持
NKE
NIKE INC
-$310.1K
23,928
-1%
建仓
VST
VISTRA CORP
+$303.1K
2,580
清仓
BEN
FRANKLIN RESOURCES INC
-$299.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$297.4K
27,485
+19%
减持
META
META PLATFORMS INC
-$293.4K
9,879
-3%
减持
GLD
SPDR GOLD TR
+$292.2K
6,614
-1%
建仓
THRO
BLACKROCK ETF TRUST
+$285.5K
9,010
建仓
VRT
VERTIV HOLDINGS CO
+$284.7K
3,943
减持
—
ACCENTURE PLC IRELAND
-$283.4K
1,636
-27%
清仓
LW
LAMB WESTON HLDGS INC
-$279.1K
0
-100%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$279.0K
5,825
建仓
UBER
UBER TECHNOLOGIES INC
+$276.9K
3,800
增持
XLE
SELECT SECTOR SPDR TR
+$275.8K
33,078
+1%
清仓
COHR
COHERENT CORP
-$270.7K
0
-100%
减持
IVV
ISHARES TR
-$268.8K
1,739
-18%
减持
VV
VANGUARD INDEX FDS
-$266.8K
835
-53%
增持
DFAX
DIMENSIONAL ETF TRUST
+$265.9K
126,896
+3%
增持
QGRW
WISDOMTREE TR
+$265.7K
52,513
+27%
减持
—
ALLEGION PLC
-$263.8K
5,374
-27%
增持
MMM
3M CO
+$261.6K
6,464
+21%
增持
IQLT
ISHARES TR
+$260.6K
69,200
+3%
减持
INTU
INTUIT
-$259.8K
4,339
-7%
减持
BX
BLACKSTONE INC
-$259.1K
6,469
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$257.7K
36,673
+5%
增持
CCI
CROWN CASTLE INC
+$257.1K
7,477
+30%
减持
KLAC
KLA CORP
-$254.4K
1,044
-32%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$249.6K
4,969
-20%
减持
—
BROOKFIELD INFRAST PARTNERS
-$246.9K
99,947
-1%
减持
TMUS
T-MOBILE US INC
-$246.3K
3,805
-33%
清仓
OXY
OCCIDENTAL PETE CORP
-$242.5K
0
-100%
建仓
—
HESS CORP
+$239.6K
1,500
清仓
KR
KROGER CO
-$238.5K
0
-100%
减持
BNDC
FLEXSHARES TR
-$237.6K
36,226
-24%
减持
CVS
CVS HEALTH CORP
+$236.5K
11,690
-6%
减持
LRCX
LAM RESEARCH CORP
-$234.1K
7,722
-30%
减持
PM
PHILIP MORRIS INTL INC
+$231.7K
7,439
-6%
清仓
CG
CARLYLE GROUP INC
-$227.2K
0
-100%
增持
SHEL
SHELL PLC
+$223.1K
20,939
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$222.6K
5,271
-31%
减持
DSTL
ETF SER SOLUTIONS
-$222.6K
97,578
-3%
减持
AMT
AMERICAN TOWER CORP NEW
+$221.2K
6,840
-1%
减持
EFG
ISHARES TR
-$220.3K
2,602
-48%
建仓
IEMG
ISHARES INC
+$215.3K
3,989
建仓
DVN
DEVON ENERGY CORP NEW
+$215.1K
5,750
建仓
SBUX
STARBUCKS CORP
+$214.8K
2,190
增持
DGRO
ISHARES TR
+$214.5K
68,087
+5%
增持
AXP
AMERICAN EXPRESS CO
+$213.3K
2,969
+51%
建仓
MINT
PIMCO ETF TR
+$211.3K
2,100
减持
ELV
ELEVANCE HEALTH INC
-$210.5K
740
-49%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$208.3K
13,972
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$208.2K
30,396
+1%
建仓
DUK
DUKE ENERGY CORP NEW
+$201.9K
1,655
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$200.8K
2,170
清仓
PYPL
PAYPAL HLDGS INC
-$200.6K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$198.3K
15,178
+25%
增持
BKLC
BNY MELLON ETF TRUST
+$196.6K
17,550
+18%
增持
QLC
FLEXSHARES TR
+$194.5K
41,634
+12%
减持
LLY
ELI LILLY & CO
-$191.4K
10,536
-9%
减持
DIS
DISNEY WALT CO
-$182.8K
13,745
-1%
增持
USFR
WISDOMTREE TR
+$182.8K
59,187
+7%
增持
DGRW
WISDOMTREE TR
+$181.4K
40,124
+7%
减持
HSY
HERSHEY CO
-$179.3K
6,587
-15%
增持
MCD
MCDONALDS CORP
+$177.5K
5,457
+4%
增持
QUAL
ISHARES TR
+$176.8K
6,103
+25%
增持
DE
DEERE & CO
+$175.7K
2,752
+4%
增持
SPYV
SPDR SER TR
+$172.8K
10,945
+45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$171.4K
7,100
-11%
增持
STPZ
PIMCO ETF TR
+$168.3K
33,257
+7%
增持
IRM
IRON MTN INC DEL
-$166.9K
8,757
+0%
减持
GSUS
GOLDMAN SACHS ETF TR
-$166.8K
3,368
-36%
增持
COST
COSTCO WHSL CORP NEW
+$166.3K
1,928
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$165.2K
2,164
+22%
减持
RTX
RTX CORPORATION
+$160.0K
10,480
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$146.4K
3,262
-1%
增持
CAT
CATERPILLAR INC
+$145.3K
2,730
+31%
增持
SCHO
SCHWAB STRATEGIC TR
+$137.7K
97,803
+5%
减持
EFV
ISHARES TR
-$129.1K
5,718
-36%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$127.8K
39,410
+3%
增持
SCHG
SCHWAB STRATEGIC TR
-$126.2K
68,196
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$126.0K
42,068
+14%
减持
PFE
PFIZER INC
-$124.2K
67,926
-2%
增持
APH
AMPHENOL CORP NEW
-$118.7K
39,464
+1%
减持
IQV
IQVIA HLDGS INC
-$114.1K
3,700
-5%
增持
GE
GE AEROSPACE
+$111.4K
2,795
+4%
减持
SLV
ISHARES SILVER TR
+$110.1K
24,755
-1%
减持
HYGV
FLEXSHARES TR
-$109.3K
20,969
-11%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$105.9K
27,188
-5%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$105.8K
4,019
-15%
减持
MS
MORGAN STANLEY
-$105.6K
8,062
-3%
减持
CMCSA
COMCAST CORP NEW
-$105.2K
46,261
-4%
增持
SPHY
SPDR SER TR
+$104.4K
66,340
+7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$103.9K
7,780
-15%
