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HERITAGE OAK WEALTH ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HERITAGE OAK WEALTH ADVISORS LLC
报告期 2026-03-31 · CIK 0002035533
持仓数
73
前50大市值合计
$308.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 79
增持 10
减持 4
清仓 57
方向
标的
Δ市值
现股数(环比)
减持
WMT
WALMART INC
-$28.5M
318,788
-60%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$27.6M
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$14.3M
24,981
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。
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$13.9M
378,192
清仓
MINT
PIMCO ETF TR
-$10.2M
0
-100%
清仓
BIL
SPDR SER TR
-$9.1M
0
-100%
清仓
PULS
PGIM ETF TR
-$8.3M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$7.9M
16,234
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$7.1M
95,843
建仓
TSN
TYSON FOODS INC
+$5.7M
94,920
建仓
VBK
VANGUARD INDEX FDS
+$5.4M
20,134
建仓
INDA
ISHARES TR
+$5.1M
87,072
清仓
HYG
ISHARES TR
-$5.1M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$4.8M
26,243
+407%
清仓
CORZZ
CORE SCIENTIFIC INC NEW
-$4.5M
0
-100%
建仓
HYGH
ISHARES U S ETF TR
+$4.2M
49,251
建仓
IUSG
ISHARES TR
+$3.9M
29,376
建仓
EMXC
ISHARES INC
+$3.8M
61,946
建仓
XLI
SELECT SECTOR SPDR TR
+$3.7M
27,375
增持
MSFT
MICROSOFT CORP
+$3.7M
10,008
+636%
清仓
HUM
HUMANA INC
-$3.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
41,233
+188%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$3.2M
75,497
清仓
HYLB
DBX ETF TR
-$3.1M
0
-100%
建仓
IEV
ISHARES TR
+$2.8M
47,910
清仓
SPHY
SPDR SER TR
-$2.8M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.8M
20,842
+257%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.7M
50,020
建仓
AGG
ISHARES TR
+$2.7M
26,409
建仓
XLF
SELECT SECTOR SPDR TR
+$2.7M
58,744
建仓
XLV
SELECT SECTOR SPDR TR
+$2.6M
16,852
建仓
IUSV
ISHARES TR
+$2.6M
27,115
清仓
SHYG
ISHARES TR
-$2.5M
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$2.4M
14,163
清仓
CORZW
CORE SCIENTIFIC INC NEW
-$2.4M
0
-100%
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$2.3M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$2.3M
30,799
+829%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$2.2M
0
-100%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$2.1M
45,109
清仓
FLBL
FRANKLIN TEMPLETON ETF TR
-$2.0M
0
-100%
清仓
CLOI
VANECK ETF TRUST
-$2.0M
0
-100%
清仓
PLNT
PLANET FITNESS INC
-$2.0M
0
-100%
清仓
XME
SPDR SER TR
-$2.0M
0
-100%
建仓
USHY
ISHARES TR
+$2.0M
52,946
建仓
IWM
ISHARES TR
+$2.0M
9,016
清仓
MSOS
ADVISORSHARES TR
-$1.9M
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
10,348
增持
META
META PLATFORMS INC
+$1.7M
3,836
+318%
清仓
SJNK
SPDR SER TR
-$1.7M
0
-100%
清仓
BKHY
BNY MELLON ETF TRUST
-$1.7M
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
8,125
清仓
SMH
VANECK ETF TRUST
-$1.5M
0
-100%
清仓
SHV
ISHARES TR
-$1.5M
0
-100%
建仓
ARCB
ARCBEST CORP
+$1.4M
13,349
建仓
SOXX
ISHARES TR
+$1.4M
6,129
增持
VTV
VANGUARD INDEX FDS
+$1.4M
9,863
+359%
建仓
GOOG
ALPHABET INC
+$1.4M
8,226
清仓
POWR
ISHARES INC
-$1.3M
0
-100%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$1.3M
25,583
建仓
FLOT
ISHARES TR
+$1.3M
25,039
建仓
IYY
ISHARES TR
+$1.3M
9,097
清仓
XOP
SPDR SER TR
-$1.2M
0
-100%
建仓
NFLX
NETFLIX INC
+$1.2M
1,659
建仓
VOO
VANGUARD INDEX FDS
+$1.2M
2,229
减持
GLD
SPDR GOLD TR
-$1.2M
8,286
-44%
清仓
ITA
ISHARES TR
-$1.0M
0
-100%
增持
AAPL
APPLE INC
+$953.1K
23,156
+10%
建仓
TSLA
TESLA INC
+$929.6K
3,553
建仓
VZ
VERIZON COMMUNICATIONS INC
+$897.5K
19,985
建仓
T
AT&T INC
+$886.8K
40,308
清仓
JNK
SPDR SER TR
-$811.8K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$791.4K
9,535
清仓
PAVE
GLOBAL X FDS
-$779.2K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$770.2K
3,844
清仓
IEF
ISHARES TR
-$766.7K
0
-100%
减持
SGOV
ISHARES TR
-$761.0K
7,220
-51%
清仓
ROST
ROSS STORES INC
-$745.3K
0
-100%
清仓
DLN
WISDOMTREE TR
-$736.0K
0
-100%
清仓
COR
CENCORA INC
-$730.9K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$713.9K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$685.8K
24,139
建仓
COST
COSTCO WHSL CORP NEW
+$649.8K
733
建仓
AMD
ADVANCED MICRO DEVICES INC
+$646.8K
3,942
建仓
—
ROYAL CARIBBEAN GROUP
+$639.4K
3,605
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$631.3K
2,251
建仓
LNG
CHENIERE ENERGY INC
+$616.0K
3,425
建仓
VXF
VANGUARD INDEX FDS
+$609.7K
3,350
清仓
GWW
GRAINGER W W INC
-$600.9K
0
-100%
建仓
IWB
ISHARES TR
+$597.3K
1,900
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$593.4K
0
-100%
增持
GOOGL
ALPHABET INC
+$590.2K
6,248
+155%
清仓
SYY
SYSCO CORP
-$590.1K
0
-100%
清仓
AMGN
AMGEN INC
-$584.9K
0
-100%
建仓
NOW
SERVICENOW INC
+$584.0K
653
建仓
VRT
VERTIV HOLDINGS CO
+$573.0K
5,759
清仓
MRSH
MARSH & MCLENNAN COS INC
-$564.1K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$561.5K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$557.3K
0
-100%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$543.3K
24,819
清仓
DSTL
ETF SER SOLUTIONS
-$538.7K
0
-100%
清仓
SSUS
STRATEGY SHS
-$528.9K
0
-100%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$524.3K
11,273
清仓
NVDL
GRANITESHARES ETF TR
-$521.6K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$513.6K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$512.5K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$508.2K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$490.5K
0
-100%
建仓
PHM
PULTE GROUP INC
+$489.6K
3,411
建仓
VOX
VANGUARD WORLD FD
+$487.2K
3,351
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$484.6K
2,500
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$483.3K
0
-100%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$481.1K
10,000
清仓
DIS
DISNEY WALT CO
-$473.0K
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$472.0K
3,387
清仓
COIN
COINBASE GLOBAL INC
-$462.5K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$448.4K
5,747
建仓
PGR
PROGRESSIVE CORP
+$447.9K
1,765
建仓
—
UNILEVER PLC
+$443.0K
6,819
建仓
CAT
CATERPILLAR INC
+$437.3K
1,118
建仓
LEN
LENNAR CORP
+$435.7K
2,324
建仓
EME
EMCOR GROUP INC
+$431.0K
1,001
建仓
AVGO
BROADCOM INC
+$421.2K
2,442
清仓
PEP
PEPSICO INC
-$419.6K
0
-100%
清仓
STT
STATE STR CORP
-$419.4K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$411.3K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$405.5K
4,619
建仓
RTX
RTX CORPORATION
+$402.1K
3,319
建仓
WFC
WELLS FARGO CO NEW
+$398.6K
7,056
减持
LOW
LOWES COS INC
-$398.1K
1,124
-65%
清仓
SCI
SERVICE CORP INTL
-$394.8K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$392.5K
1,650
增持
LLY
ELI LILLY & CO
+$391.0K
860
+110%
建仓
SNY
SANOFI
+$389.8K
6,764
清仓
ABT
ABBOTT LABS
-$386.3K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$380.4K
1,661
建仓
GSK
GSK PLC
+$380.1K
9,298
建仓
MPB
MID PENN BANCORP INC
+$378.5K
12,687
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$377.7K
328
建仓
KVUE
KENVUE INC
+$375.4K
16,229
清仓
SCHZ
SCHWAB STRATEGIC TR
-$372.3K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$371.1K
353
清仓
MBB
ISHARES TR
-$368.5K
0
-100%
建仓
V
VISA INC
+$368.4K
1,340
建仓
AMAT
APPLIED MATLS INC
+$361.9K
1,791
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$360.6K
6,829
建仓
—
SKECHERS U S A INC
+$358.8K
5,362
建仓
XLB
SELECT SECTOR SPDR TR
+$357.4K
3,708
建仓
FANG
DIAMONDBACK ENERGY INC
+$351.9K
2,041
清仓
NKE
NIKE INC
-$350.6K
0
-100%
建仓
—
EXXON MOBIL CORP
+$347.7K
2,966
