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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 40
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SERIES TRUST
+$6.9M
75,161
减持
AAPL
APPLE INC
-$2.6M
95,045
-5%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.3M
58,180
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
NVDA
NVIDIA CORPORATION
+$2.2M
92,374
-19%
减持
MSFT
MICROSOFT CORP
+$2.0M
32,554
-14%
清仓
COWZ
PACER FDS TR
-$1.8M
0
-100%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$1.4M
114,950
增持
AVUS
AMERICAN CENTY ETF TR
+$1.4M
159,120
+0%
减持
META
META PLATFORMS INC
+$1.2M
9,404
-5%
减持
ABBV
ABBVIE INC
-$1.2M
34,164
-5%
减持
LLY
ELI LILLY & CO
-$1.1M
9,718
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
20,935
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$949.8K
5,829
-18%
增持
TSLA
TESLA INC
+$949.8K
11,096
+12%
减持
AVIG
AMERICAN CENTY ETF TR
-$939.8K
137,227
-15%
增持
AVLC
AMERICAN CENTY ETF TR
+$890.9K
57,833
+15%
增持
AMZN
AMAZON COM INC
+$889.3K
26,843
+2%
减持
DFCF
DIMENSIONAL ETF TRUST
-$883.8K
129,089
-14%
增持
T
AT&T INC
+$871.4K
113,733
+33%
减持
XLE
SELECT SECTOR SPDR TR
-$851.3K
26,414
-20%
减持
UNH
UNITEDHEALTH GROUP INC
-$835.4K
3,055
-11%
减持
JPM
JPMORGAN CHASE & CO.
+$783.8K
28,425
-6%
减持
PLD
PROLOGIS INC.
-$730.3K
7,631
-44%
增持
NFLX
NETFLIX INC
+$716.0K
1,511
+8%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$710.0K
24,323
建仓
MU
MICRON TECHNOLOGY INC
+$693.8K
5,629
减持
OKE
ONEOK INC NEW
-$643.7K
30,689
-3%
减持
—
EATON CORP PLC
+$639.7K
7,778
-1%
减持
AVGO
BROADCOM INC
+$634.4K
8,216
-16%
减持
PSX
PHILLIPS 66
-$614.3K
15,472
-22%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$609.3K
18,220
减持
MRK
MERCK & CO INC
-$591.6K
31,566
-8%
减持
APH
AMPHENOL CORP NEW
+$569.2K
31,976
-19%
减持
TSCO
TRACTOR SUPPLY CO
-$559.8K
9,725
-50%
减持
JNJ
JOHNSON & JOHNSON
-$556.5K
15,834
-12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$514.6K
37,209
+1%
减持
PG
PROCTER AND GAMBLE CO
-$512.9K
23,569
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$499.3K
88,037
+21%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$498.6K
18,501
减持
HD
HOME DEPOT INC
-$494.6K
11,148
-11%
减持
—
CHUBB LIMITED
-$475.8K
6,788
-16%
建仓
HWM
HOWMET AEROSPACE INC
+$474.1K
2,547
增持
ORCL
ORACLE CORP
+$462.2K
5,856
+0%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$452.2K
31,958
-39%
增持
AVUV
AMERICAN CENTY ETF TR
+$447.9K
77,351
+2%
减持
MA
MASTERCARD INCORPORATED
-$431.7K
14,887
-7%
减持
BN
BROOKFIELD CORP
+$415.7K
46,784
-1%
增持
DIS
DISNEY WALT CO
+$410.3K
14,251
+4%
减持
CTAS
CINTAS CORP
-$409.7K
12,120
-20%
建仓
ECC
EAGLE POINT CREDIT COMPANY I
+$406.4K
53,050
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$404.5K
31,800
增持
IGIB
ISHARES TR
+$403.6K
49,326
+16%
减持
NUE
NUCOR CORP
-$393.4K
6,940
-35%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$387.4K
39,696
+1%
减持
GOOGL
ALPHABET INC
+$376.0K
28,209
-5%
减持
NEE
NEXTERA ENERGY INC
-$372.4K
22,703
-17%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$367.2K
9,033
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$359.6K
9,736
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$349.4K
2,563
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$344.7K
33,277
+18%
增持
CAT
CATERPILLAR INC
+$334.9K
3,182
+17%
增持
—
EXXON MOBIL CORP
-$334.5K
68,563
+6%
减持
UNP
UNION PAC CORP
-$328.8K
2,750
-32%
减持
TMUS
T-MOBILE US INC
-$326.5K
2,889
-24%
建仓
OEF
ISHARES TR
+$324.4K
1,066
增持
GOOG
ALPHABET INC
+$321.6K
15,199
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$317.8K
45,679
+9%
增持
EFV
ISHARES TR
+$311.2K
10,211
+79%
减持
MCD
MCDONALDS CORP
-$306.6K
4,785
-12%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$298.6K
0
-100%
建仓
NET
CLOUDFLARE INC
+$297.7K
1,520
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$297.4K
40,250
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$294.3K
8,752
建仓
GPIX
GOLDMAN SACHS ETF TR
+$293.3K
5,888
增持
PM
PHILIP MORRIS INTL INC
+$287.4K
8,061
+8%
增持
IQDY
FLEXSHARES TR
+$284.8K
78,140
+1%
建仓
JBL
JABIL INC
+$283.5K
1,300
增持
GE
GE AEROSPACE
+$282.3K
3,270
+17%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$279.4K
45,650
+210%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$277.8K
10,059
清仓
IR
INGERSOLL RAND INC
-$276.3K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$275.7K
2,082
-29%
增持
CVX
CHEVRON CORP NEW
-$273.8K
28,194
+9%
减持
DFUS
DIMENSIONAL ETF TRUST
+$272.9K
85,199
-5%
清仓
IYW
ISHARES TR
-$272.9K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$271.9K
4,654
-13%
清仓
DHI
D R HORTON INC
-$269.9K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$267.6K
8,516
+10%
增持
MS
MORGAN STANLEY
+$266.8K
8,572
+6%
减持
QGRW
WISDOMTREE TR
+$266.0K
48,930
-7%
增持
VRT
VERTIV HOLDINGS CO
+$265.9K
4,288
+9%
建仓
AXON
AXON ENTERPRISE INC
+$264.9K
320
建仓
OKLO
OKLO INC
+$263.2K
4,700
减持
MLM
MARTIN MARIETTA MATLS INC
-$262.1K
600
-51%
减持
LMT
LOCKHEED MARTIN CORP
-$261.3K
2,582
-21%
减持
AVMV
AMERICAN CENTY ETF TR
-$260.4K
6,712
-41%
建仓
COHR
COHERENT CORP
+$255.0K
2,858
减持
DGRW
WISDOMTREE TR
-$245.0K
35,341
-12%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$243.1K
3,631
-31%
建仓
PFL
PIMCO INCOME STRATEGY FD
+$240.0K
28,780
增持
VST
VISTRA CORP
+$239.7K
2,801
+9%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$236.2K
25,183
-14%
减持
CMCSA
COMCAST CORP NEW
-$235.6K
41,228
-11%
减持
DSTL
ETF SER SOLUTIONS
-$235.0K
91,377
-6%
减持
QLC
FLEXSHARES TR
+$233.5K
40,575
-3%
减持
DE
DEERE & CO
-$232.9K
2,083
-24%
减持
ED
CONSOLIDATED EDISON INC
-$232.7K
17,355
-3%
建仓
CG
CARLYLE GROUP INC
+$231.3K
4,500
减持
GS
GOLDMAN SACHS GROUP INC
-$229.5K
1,346
-38%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$228.3K
8,679
增持
SKOR
FLEXSHARES TR
+$228.1K
50,285
+9%
减持
V
VISA INC
-$227.1K
24,613
-4%
建仓
AVUQ
AMERICAN CENTY ETF TR
+$225.8K
4,177
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$221.7K
15,315
+14%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$221.3K
3,615
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$220.8K
6,906
清仓
AGG
ISHARES TR
-$219.8K
0
-100%
建仓
—
ON HLDG AG
+$218.6K
4,200
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$218.6K
11,523
增持
IEMG
ISHARES INC
+$218.3K
7,224
+81%
建仓
BKAG
BNY MELLON ETF TRUST
+$217.4K
5,153
减持
FDRR
FIDELITY COVINGTON TRUST
-$215.2K
7,380
-40%
清仓
VV
VANGUARD INDEX FDS
-$214.6K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
+$211.5K
95,194
-5%
建仓
BEN
FRANKLIN RESOURCES INC
+$208.7K
8,750
清仓
COP
CONOCOPHILLIPS
-$204.9K
0
-100%
建仓
CTVA
CORTEVA INC
+$204.7K
2,746
清仓
EMXC
ISHARES INC
-$202.5K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$201.9K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$200.1K
1,813
-32%
增持
AMAT
APPLIED MATLS INC
+$199.4K
3,741
+12%
减持
AMGN
AMGEN INC
-$197.2K
3,741
-6%
增持
CSCO
CISCO SYS INC
+$194.0K
21,468
+2%
减持
ICVT
ISHARES TR
-$190.6K
8,900
-25%
减持
ABT
ABBOTT LABS
-$189.8K
10,640
-14%
增持
IVV
ISHARES TR
+$182.7K
1,869
+7%
增持
LQD
ISHARES TR
+$182.1K
37,306
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$181.2K
3,603
+12%
增持
COST
COSTCO WHSL CORP NEW
+$180.2K
2,024
+5%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$179.8K
5,812
-39%
增持
C
CITIGROUP INC
+$172.3K
10,561
+3%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$169.6K
2,320
-42%
减持
BP
BP PLC
-$169.1K
18,958
-13%
减持
PEP
PEPSICO INC
-$169.0K
5,836
-7%
减持
AVSD
AMERICAN CENTY ETF TR
-$169.0K
3,396
-49%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$165.8K
11,000
-21%
减持
GLD
SPDR GOLD TR
-$163.7K
5,715
-14%
减持
AVLV
AMERICAN CENTY ETF TR
-$160.1K
28,380
-12%
增持
TLT
ISHARES TR
+$154.3K
7,245
+36%
减持
NKE
NIKE INC
-$148.1K
19,297
-19%
