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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 47
减持 38
清仓 61
方向
标的
Δ市值
现股数(环比)
减持
AVUS
AMERICAN CENTY ETF TR
-$8.0M
74,331
-53%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$7.2M
0
-100%
清仓
BIL
SPDR SERIES TRUST
-$6.9M
0
-100%
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
NVDA
NVIDIA CORPORATION
+$6.5M
112,920
+22%
清仓
BND
VANGUARD BD INDEX FDS
-$4.8M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$4.4M
26,305
-66%
清仓
LQD
ISHARES TR
-$4.1M
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$3.3M
0
-100%
减持
DGRO
ISHARES TR
-$3.1M
14,843
-77%
清仓
IQLT
ISHARES TR
-$2.8M
0
-100%
清仓
SCHO
SCHWAB STRATEGIC TR
-$2.5M
0
-100%
减持
AAPL
APPLE INC
+$2.1M
84,645
-11%
增持
MSFT
MICROSOFT CORP
+$2.0M
35,084
+8%
增持
ABBV
ABBVIE INC
+$2.0M
35,847
+5%
清仓
STPZ
PIMCO ETF TR
-$1.8M
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.7M
101,836
+20%
清仓
SPHY
SPDR SERIES TRUST
-$1.6M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$1.6M
38,176
+19%
减持
META
META PLATFORMS INC
-$1.5M
7,341
-22%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.5M
26,463
-6%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$1.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.3M
20,948
-22%
减持
TSLA
TESLA INC
+$1.3M
10,750
-3%
减持
V
VISA INC
-$1.2M
21,960
-11%
清仓
IVV
ISHARES TR
-$1.2M
0
-100%
清仓
QUAL
ISHARES TR
-$1.2M
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.1M
152,351
+18%
增持
AVIG
AMERICAN CENTY ETF TR
+$1.0M
159,964
+17%
增持
HD
HOME DEPOT INC
+$989.8K
12,528
+12%
减持
NFLX
NETFLIX INC
-$955.2K
891
-41%
增持
JPM
JPMORGAN CHASE & CO.
+$911.9K
29,013
+2%
增持
WMT
WALMART INC
+$881.1K
70,836
+8%
增持
QLC
FLEXSHARES TR
+$868.4K
48,202
+19%
增持
AVLC
AMERICAN CENTY ETF TR
+$838.3K
64,655
+12%
清仓
IVW
ISHARES TR
-$834.9K
0
-100%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$789.7K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$752.4K
2,141
+59%
清仓
DYNF
BLACKROCK ETF TRUST
-$719.4K
0
-100%
清仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
-$710.0K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$703.4K
1
-50%
清仓
SPYV
SPDR SERIES TRUST
-$672.0K
0
-100%
增持
IQDY
FLEXSHARES TR
+$665.2K
94,043
+20%
清仓
EFV
ISHARES TR
-$648.2K
0
-100%
清仓
TLT
ISHARES TR
-$639.4K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$612.1K
27,350
-34%
清仓
CGBL
CAPITAL GROUP CORE BALANCED
-$609.3K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$557.3K
65,725
+14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$555.3K
1,950
-59%
减持
GOOG
ALPHABET INC
-$545.3K
8,830
-42%
清仓
SCHD
SCHWAB STRATEGIC TR
-$526.1K
0
-100%
减持
OKE
ONEOK INC NEW
-$520.9K
27,193
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$510.2K
20,060
-4%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$509.0K
0
-100%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$498.6K
0
-100%
减持
T
AT&T INC
-$489.9K
99,192
-13%
清仓
HWM
HOWMET AEROSPACE INC
-$474.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$473.3K
2,642
+46%
增持
PLD
PROLOGIS INC.
+$472.8K
11,133
+46%
增持
XLE
SELECT SECTOR SPDR TR
+$471.2K
30,345
+15%
增持
LLY
ELI LILLY & CO
+$468.2K
10,541
+8%
增持
KLAC
KLA CORP
+$461.8K
1,041
+41%
清仓
VTI
VANGUARD INDEX FDS
-$456.8K
0
-100%
清仓
FTGS
FIRST TR EXCHANGE-TRADED FD
-$453.8K
0
-100%
增持
AVMV
AMERICAN CENTY ETF TR
+$450.7K
12,912
+92%
减持
JNJ
JOHNSON & JOHNSON
+$450.2K
15,471
-2%
减持
PM
PHILIP MORRIS INTL INC
-$440.5K
6,336
-21%
清仓
IEMG
ISHARES INC
-$433.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$421.4K
15,447
+4%
减持
AVGO
BROADCOM INC
+$418.1K
8,132
-1%
增持
QGRW
WISDOMTREE TR
+$412.7K
52,022
+6%
增持
AVLV
AMERICAN CENTY ETF TR
+$410.4K
32,468
+14%
清仓
ECC
EAGLE POINT CREDIT COMPANY I
-$406.4K
0
-100%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$404.5K
0
-100%
增持
PSX
PHILLIPS 66
+$399.0K
16,503
+7%
增持
CTAS
CINTAS CORP
+$396.6K
15,092
+25%
增持
GLD
SPDR GOLD TR
+$385.0K
5,984
+5%
增持
TSCO
TRACTOR SUPPLY CO
+$382.6K
15,751
+62%
增持
CVX
CHEVRON CORP NEW
+$380.4K
28,443
+1%
增持
NUE
NUCOR CORP
+$379.5K
9,440
+36%
减持
MU
MICRON TECHNOLOGY INC
-$379.4K
1,879
-67%
增持
SKOR
FLEXSHARES TR
+$376.5K
57,451
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$374.2K
3,145
+22%
建仓
AVIV
AMERICAN CENTY ETF TR
+$360.9K
5,351
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$359.9K
0
-100%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$359.6K
0
-100%
清仓
ADBE
ADOBE INC
-$359.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$356.3K
12,319
-14%
增持
SCHG
SCHWAB STRATEGIC TR
+$350.7K
60,779
+12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$348.6K
2,324
-63%
减持
BAC
BANK AMERICA CORP
-$343.9K
34,536
-23%
增持
ICVT
ISHARES TR
+$338.7K
11,400
+28%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$332.5K
46,754
-20%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$331.4K
0
-100%
清仓
THRO
BLACKROCK ETF TRUST
-$325.3K
0
-100%
清仓
OEF
ISHARES TR
-$324.4K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$324.1K
1,442
-46%
增持
FDRR
FIDELITY COVINGTON TRUST
+$322.0K
12,320
+67%
清仓
QQEW
FIRST TR EXCHANGE-TRADED FD
-$316.7K
0
-100%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$297.4K
0
-100%
减持
BKLC
BNY MELLON ETF TRUST
-$296.6K
11,090
-24%
清仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$294.3K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$292.2K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$290.1K
700
清仓
GSUS
GOLDMAN SACHS ETF TR
-$288.2K
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$286.3K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$286.2K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$283.6K
16,699
+18%
清仓
DVN
DEVON ENERGY CORP NEW
-$283.1K
0
-100%
清仓
EFG
ISHARES TR
-$282.1K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$278.6K
1,723
-35%
清仓
CGMS
CAPITAL GRP FIXED INCM ETF T
-$277.8K
0
-100%
建仓
LRGF
ISHARES TR
+$275.1K
3,982
增持
BP
BP PLC
+$274.5K
24,430
+29%
清仓
BINC
BLACKROCK ETF TRUST II
-$273.9K
0
-100%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$266.1K
14,649
-68%
增持
UNH
UNITEDHEALTH GROUP INC
+$255.9K
3,501
+15%
增持
BA
BOEING CO
+$255.7K
7,331
+16%
清仓
COHR
COHERENT CORP
-$255.0K
0
-100%
减持
GLW
CORNING INC
+$252.8K
11,444
-12%
增持
ABT
ABBOTT LABS
+$252.6K
12,690
+19%
增持
AVDE
AMERICAN CENTY ETF TR
+$250.8K
42,430
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$247.2K
596
-43%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$247.1K
369
-34%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$242.6K
0
-100%
清仓
FDX
FEDEX CORP
-$240.9K
0
-100%
清仓
PFL
PIMCO INCOME STRATEGY FD
-$240.0K
0
-100%
清仓
BNTX
BIONTECH SE
-$239.6K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$237.6K
950
+57%
增持
UNP
UNION PAC CORP
+$237.1K
3,680
+34%
清仓
MINT
PIMCO ETF TR
-$236.7K
0
-100%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$233.3K
22,330
-18%
清仓
AVSD
AMERICAN CENTY ETF TR
-$229.4K
0
-100%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$228.5K
0
-100%
清仓
CGCB
CAPITAL GRP FIXED INCM ETF T
-$228.3K
0
-100%
增持
INTU
INTUIT
+$227.1K
4,232
+25%
增持
—
ALLEGION PLC
+$224.5K
5,433
+6%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$220.8K
0
-100%
减持
LRCX
LAM RESEARCH CORP
+$220.7K
7,839
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$219.2K
81,678
-7%
清仓
—
ON HLDG AG
-$218.6K
0
-100%
增持
AVUQ
AMERICAN CENTY ETF TR
+$218.6K
7,485
+79%
清仓
BKAG
BNY MELLON ETF TRUST
-$217.4K
0
-100%
清仓
—
HESS CORP
-$207.8K
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$205.2K
18,222
-20%
增持
NEE
NEXTERA ENERGY INC
+$205.1K
23,595
+4%
清仓
CTVA
CORTEVA INC
-$204.7K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$204.2K
6,890
-0%
减持
RTX
RTX CORPORATION
+$203.3K
10,316
-1%
建仓
QBTS
D-WAVE QUANTUM INC
+$202.6K
8,200
