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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 71
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$4.0M
36,636
+1%
减持
—
EXXON MOBIL CORP
+$3.2M
65,330
-0%
减持
LLY
ELI LILLY & CO
-$1.8M
10,193
-2%
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
CVX
CHEVRON CORPORATION
+$1.4M
27,492
-2%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
113,791
-0%
减持
INTU
INTUIT
-$983.6K
4,247
-0%
减持
GOOGL
ALPHABET INC
-$960.8K
24,907
-4%
增持
AAPL
APPLE INC
-$959.3K
83,949
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$957.1K
19,616
+2%
增持
V
VISA INC
-$954.4K
22,655
+2%
增持
AVLC
AMERICAN CENTY ETF TR
+$944.2K
90,586
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$904.1K
86,347
+3%
增持
MA
MASTERCARD INCORPORATED
-$881.5K
15,793
+3%
减持
XLE
SELECT SECTOR SPDR TR
+$876.4K
59,555
-4%
减持
WMT
WALMART INC
+$869.5K
70,475
-0%
减持
PSX
PHILLIPS 66
+$843.3K
16,121
-1%
建仓
BBBI
BONDBLOXX ETF TRUST
+$829.6K
16,130
增持
JPM
JPMORGAN CHASE & CO
-$783.4K
28,902
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$771.9K
132,085
+14%
增持
DFIV
DIMENSIONAL ETF TRUST
+$726.7K
80,163
+14%
增持
IGIB
ISHARES TR
+$718.7K
96,818
+18%
建仓
SGOV
ISHARES TR
+$704.5K
6,999
增持
SKOR
FLEXSHARES TR
+$667.0K
98,157
+17%
增持
DFCF
DIMENSIONAL ETF TRUST
+$661.5K
173,993
+11%
减持
META
META PLATFORMS INC
-$650.1K
7,011
-1%
增持
MRK
MERCK & CO INC
+$634.3K
31,656
+5%
增持
JNJ
JOHNSON & JOHNSON
+$633.7K
15,405
+2%
建仓
BWXT
BWX TECHNOLOGIES INC
+$631.5K
3,088
增持
AVUV
AMERICAN CENTY ETF TR
+$622.7K
30,128
+14%
增持
GLW
CORNING INC
+$612.5K
12,019
+3%
增持
NEE
NEXTERA ENERGY INC
+$604.0K
26,990
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$596.8K
3,541
+11%
建仓
EME
EMCOR GROUP INC
+$570.0K
772
增持
—
CHUBB LTD SWITZ
+$557.9K
9,019
+18%
增持
IQDY
FLEXSHARES TR
+$555.7K
113,433
+11%
增持
QCOM
QUALCOMM INC
-$550.1K
13,020
+0%
建仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$530.5K
55,258
增持
TSLA
TESLA INC
-$530.1K
10,121
+6%
建仓
IVV
ISHARES TR
+$517.8K
793
减持
UNH
UNITEDHEALTH GROUP INC
-$509.6K
2,329
-33%
减持
BLK
BLACKROCK INC
-$503.0K
581
-41%
清仓
CRM
SALESFORCE INC
-$495.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$464.9K
9,211
-23%
增持
T
AT&T INC
+$457.6K
101,670
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$433.0K
74,506
-10%
增持
SHEL
SHELL PLC
+$426.5K
21,822
+0%
建仓
—
ROYAL CARIBBEAN GROUP
+$422.4K
1,535
增持
AVGB
AMERICAN CENTY ETF TR
+$411.8K
21,317
+62%
增持
AVLV
AMERICAN CENTY ETF TR
+$409.8K
35,473
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$407.9K
84,322
+5%
增持
AVIG
AMERICAN CENTY ETF TR
+$397.2K
174,440
+7%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$386.5K
1,548
+28%
增持
AMZN
AMAZON COM INC
-$384.8K
21,722
+2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$376.2K
11,742
-16%
增持
—
EATON CORP PLC
+$354.2K
7,889
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$338.8K
2,759
-42%
建仓
SCHD
SCHWAB STRATEGIC TR
+$334.3K
10,897
增持
AVDE
AMERICAN CENTY ETF TR
+$329.3K
46,426
+6%
增持
PFE
PFIZER INC
+$329.3K
75,030
+5%
增持
QLC
FLEXSHARES TR
+$324.5K
56,744
+12%
增持
AVEM
AMERICAN CENTY ETF TR
+$306.3K
21,442
+16%
减持
F
FORD MTR CO
-$303.8K
31,977
-38%
建仓
DUK
DUKE ENERGY CORP NEW
+$301.9K
2,305
增持
GEV
GE VERNOVA INC
+$294.0K
795
+30%
减持
BP
BP PLC
+$288.4K
23,672
-0%
增持
ABT
ABBOTT LABORATORIES
-$281.3K
12,502
+0%
增持
DOW
DOW HLDGS INC
+$280.9K
15,373
+0%
减持
USFR
WISDOMTREE TR
-$280.7K
37,562
-13%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$279.3K
5,057
增持
GE
GE AEROSPACE
+$273.6K
4,592
+37%
减持
VUG
VANGUARD INDEX FDS
-$270.4K
2,334
-12%
增持
QQQ
INVESCO QQQ TR
+$266.7K
992
+99%
减持
BX
BLACKSTONE INC
-$265.0K
6,615
-1%
增持
DE
DEERE & CO
+$264.8K
2,704
+0%
清仓
UBER
UBER TECHNOLOGIES INC
-$253.3K
0
-100%
减持
DGRW
WISDOMTREE TR
-$252.7K
29,154
-7%
减持
CAT
CATERPILLAR INC
+$251.3K
2,631
-7%
减持
VRT
VERTIV HOLDINGS CO
+$248.9K
3,767
-12%
建仓
TECL
DIREXION SHARES ETF TRUST
+$246.6K
2,849
清仓
URI
UNITED RENTALS INC
-$242.8K
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION
+$240.7K
2,567
-4%
增持
VOO
VANGUARD INDEX FDS
+$238.6K
1,330
+50%
减持
ED
CONSOLIDATED EDISON INC
+$238.0K
17,230
-0%
增持
ORCL
ORACLE CORP
-$237.9K
5,120
+1%
增持
AVGO
BROADCOM INC
-$236.8K
8,221
+2%
建仓
IAU
ISHARES GOLD TR
+$236.7K
2,685
建仓
GUNR
FLEXSHARES TR
+$234.9K
4,258
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$233.0K
35,977
-0%
减持
OKE
ONEOK INC NEW
+$229.1K
22,251
-8%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$227.4K
5,853
建仓
XLU
SELECT SECTOR SPDR TR
+$225.3K
4,910
清仓
AXON
AXON ENTERPRISE INC
-$224.3K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$222.7K
1,676
清仓
—
BLACKROCK MUNIHLDGS NY QLTY
-$222.6K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$221.4K
60,681
-0%
减持
DSTL
ETF SER SOLUTIONS
-$218.4K
68,847
-4%
清仓
KHC
KRAFT HEINZ CO
-$218.3K
0
-100%
建仓
NVST
ENVISTA HOLDINGS CORPORATION
+$216.9K
8,550
减持
DGRO
ISHARES TR
-$213.2K
11,647
-22%
增持
NKE
NIKE INC
-$210.5K
21,999
+2%
清仓
QBTS
D-WAVE QUANTUM INC
-$209.2K
0
-100%
建仓
COWZ
PACER FDS TR
+$208.9K
3,340
建仓
FDX
FEDEX CORP
+$203.0K
570
增持
—
BROOKFIELD INFRASTRUCTURE PA
+$189.1K
94,211
+2%
增持
AVMV
AMERICAN CENTY ETF TR
+$178.8K
14,581
+15%
减持
PG
PROCTER & GAMBLE CO
-$174.9K
23,395
-6%
增持
WMB
WILLIAMS COS INC
+$173.0K
11,720
+4%
减持
QDEF
FLEXSHARES TR
-$170.3K
7,374
-21%
减持
CMCSA
COMCAST CORP NEW
-$168.0K
19,753
-20%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$168.0K
20,965
+17%
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$162.3K
11,800
-25%
增持
GOOG
ALPHABET INC
-$162.3K
6,899
+1%
增持
TMUS
T-MOBILE US INC
+$160.0K
4,440
+17%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$158.1K
14,816
+36%
增持
MU
MICRON TECHNOLOGY INC
+$155.6K
1,879
+12%
增持
RTX
RTX CORPORATION
+$152.6K
10,148
+3%
增持
NFLX
NETFLIX INC.
+$151.0K
12,470
+12%
减持
IRM
IRON MTN INC DEL
+$150.7K
8,500
-2%
增持
BAC
BANK AMERICA CORP
-$148.1K
33,827
+4%
减持
KMI
KINDER MORGAN INC DEL
+$144.7K
25,530
-1%
增持
HD
HOME DEPOT INC
-$141.6K
12,807
+1%
增持
AVUQ
AMERICAN CENTY ETF TR
+$127.5K
10,639
+34%
增持
NGG
NATIONAL GRID PLC
+$127.3K
12,629
+4%
减持
CVS
CVS HEALTH CORP
-$122.4K
9,476
-6%
增持
LRGF
ISHARES TR
+$120.9K
12,737
+23%
减持
NTSX
WISDOMTREE TR
-$118.7K
24,000
-4%
减持
BKLC
BNY MELLON ETF TRUST
-$115.3K
11,170
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
-$114.9K
815
-15%
减持
IWR
ISHARES TR
-$111.9K
3,800
-24%
减持
MMM
3M CO
-$111.7K
5,900
-2%
增持
VST
VISTRA CORP
+$110.9K
3,823
+33%
减持
EPS
WISDOMTREE TR
-$110.7K
14,470
-6%
增持
AVIV
AMERICAN CENTY ETF TR
+$110.0K
7,515
+18%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$106.8K
17,418
-6%
增持
MS
MORGAN STANLEY
-$105.6K
8,168
+0%
增持
SLV
ISHARES SILVER TR
+$105.3K
23,162
+1%
增持
CCD
CALAMOS DYNAMIC CONV & INCOM
+$101.1K
33,067
+14%
减持
FDRR
FIDELITY COVINGTON TRUST
-$100.8K
11,070
-10%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$100.5K
13,023
+17%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$97.2K
5,451
+5%
增持
NRK
NUVEEN NY AMT FREE
+$94.1K
32,379
+38%
减持
GILD
GILEAD SCIENCES INC
+$93.0K
6,908
-3%
建仓
JFB
JFB CONSTR HLDGS
+$91.8K
15,000
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$88.4K
6,599
-17%
减持
QLV
FLEXSHARES TR
-$87.8K
10,602
-10%
增持
MO
ALTRIA GROUP INC
+$86.9K
9,779
+1%
减持
LRCX
LAM RESEARCH CORP
-$79.3K
5,581
-25%
减持
TSCO
TRACTOR SUPPLY CO
-$78.6K
15,656
-1%
建仓
PNI
PIMCO NEW YORK MUN FD II
+$78.0K
11,385
增持
PDI
PIMCO DYNAMIC INCOME FD
+$77.3K
21,724
+31%
