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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 86 项
建仓 17
增持 28
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$8.4M
202,410
+83%
减持
HYG
ISHARES TR
-$4.1M
14,529
-78%
减持
MSMR
ETF SER SOLUTIONS
-$4.1M
65,311
-68%
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
TMB
THORNBURG ETF TR
+$2.8M
155,236
+236%
增持
QQQ
INVESCO QQQ TR
+$1.6M
29,036
+1%
增持
BKHY
BNY MELLON ETF TRUST
+$1.5M
91,149
+52%
减持
YOLO
ADVISORSHARES TR
+$1.5M
923,064
-1%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.3M
0
-100%
减持
POWR
ISHARES INC
-$861.4K
10,879
-77%
增持
FLHY
FRANKLIN TEMPLETON ETF TR
+$835.5K
162,539
+26%
增持
AAPL
APPLE INC
+$829.5K
15,917
+1%
建仓
URA
GLOBAL X FDS
+$785.4K
16,475
增持
TSLA
TESLA INC
+$777.7K
2,633
+113%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$754.2K
1
增持
ITA
ISHARES TR
+$691.6K
12,489
+23%
减持
HUM
HUMANA INC
-$675.1K
3,316
-47%
减持
CORZ
CORE SCIENTIFIC INC NEW
+$649.9K
753,516
-0%
清仓
SHY
ISHARES TR
-$638.2K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$623.9K
8,223
+23%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$544.7K
445,557
+2%
减持
XME
SPDR SERIES TRUST
+$484.7K
32,403
-14%
清仓
USDU
WISDOMTREE TR
-$457.3K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$456.8K
2,962
增持
ITOT
ISHARES TR
+$404.4K
29,054
+3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$398.8K
2,186
增持
KHPI
MANAGED PORTFOLIO SERIES
+$355.3K
482,026
+2%
减持
CORZW
CORE SCIENTIFIC INC NEW
+$348.7K
443,457
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$346.4K
23,871
+21%
建仓
HOOD
ROBINHOOD MKTS INC
+$332.3K
2,321
建仓
BKCH
GLOBAL X FDS
+$301.5K
3,495
减持
WMT
WALMART INC
+$297.6K
919,676
-5%
清仓
XLU
SELECT SECTOR SPDR TR
-$294.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$284.6K
5,220
+33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$253.9K
936
+110%
建仓
IXN
ISHARES TR
+$253.8K
2,459
减持
SMH
VANECK ETF TRUST
+$244.8K
5,709
-2%
建仓
IYW
ISHARES TR
+$241.3K
1,232
减持
GLD
SPDR GOLD TR
-$228.2K
11,181
-19%
建仓
GOOG
ALPHABET INC
+$224.5K
922
建仓
JPM
JPMORGAN CHASE & CO.
+$218.9K
694
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$216.6K
1,973
建仓
SCHF
SCHWAB STRATEGIC TR
+$201.7K
8,666
减持
XOP
SPDR SERIES TRUST
-$186.7K
13,621
-14%
增持
NVDA
NVIDIA CORPORATION
+$154.4K
4,234
+5%
建仓
PL
PLANET LABS PBC
+$129.8K
10,000
增持
USHY
ISHARES TR
+$124.7K
95,262
+3%
减持
MSOS
ADVISORSHARES TR
+$122.1K
52,472
-2%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$113.9K
10,000
减持
GOOGL
ALPHABET INC
+$107.0K
1,698
-2%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$106.6K
21,813
-16%
减持
CLOI
VANECK ETF TRUST
-$101.0K
10,040
-16%
增持
SPHY
SPDR SERIES TRUST
+$87.8K
96,735
+3%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$86.6K
8,522
-1%
减持
NFLX
NETFLIX INC
-$83.2K
374
-6%
增持
IVV
ISHARES TR
+$82.5K
628
+15%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$78.5K
1,402
+19%
增持
HYLB
DBX ETF TR
+$78.0K
101,302
+2%
减持
IEF
ISHARES TR
-$77.3K
4,467
-16%
增持
MSFT
MICROSOFT CORP
+$72.7K
1,526
+6%
减持
PEP
PEPSICO INC
+$63.8K
9,765
-1%
增持
JNJ
JOHNSON & JOHNSON
+$62.0K
1,639
+3%
减持
IAI
ISHARES TR
+$60.7K
14,622
-2%
减持
SGOV
ISHARES TR
-$56.1K
23,719
-2%
增持
AVGO
BROADCOM INC
+$55.1K
837
+4%
减持
MBB
ISHARES TR
-$51.6K
2,569
-19%
增持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$48.7K
30,817
+2%
减持
SSUS
STRATEGY SHS
-$48.0K
5,082
-22%
减持
JAAA
JANUS DETROIT STR TR
-$47.7K
5,982
-14%
建仓
—
EOS ENERGY ENTERPRISES INC
+$45.6K
300
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$45.5K
11,833
-16%
减持
SCHB
SCHWAB STRATEGIC TR
+$36.3K
21,471
-1%
减持
MINT
PIMCO ETF TR
-$35.3K
4,446
-7%
减持
PAVE
GLOBAL X FDS
-$26.1K
6,451
-16%
建仓
—
ISHARES ETHEREUM TR
+$23.2K
100
增持
SCHD
SCHWAB STRATEGIC TR
+$21.5K
17,443
+2%
清仓
ONDS
ONDAS HLDGS INC
-$19.2K
0
-100%
减持
DSTL
ETF SER SOLUTIONS
+$15.5K
18,286
-3%
建仓
—
DRAGANFLY INC.
+$15.5K
100
减持
SHYG
ISHARES TR
-$13.8K
48,401
-1%
增持
MA
MASTERCARD INCORPORATED
+$11.3K
908
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$11.1K
16,778
+2%
减持
SJNK
SPDR SERIES TRUST
-$11.0K
70,612
-1%
减持
SHV
ISHARES TR
-$10.9K
4,135
-2%
减持
META
META PLATFORMS INC
-$5.2K
401
-1%
减持
DLN
WISDOMTREE TR
+$4.0K
4,868
-5%
减持
VTV
VANGUARD INDEX FDS
+$1.4K
1,083
-5%
