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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 94 项
建仓 19
增持 30
减持 20
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
WMT
WALMART INC
+$37.2M
1,086,269
+24%
建仓
SHY
ISHARES TR
+$25.5M
309,201
清仓
QQQ
INVESCO QQQ TR
-$20.6M
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。
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.4M
210,568
-41%
建仓
AVSF
AMERICAN CENTY ETF TR
+$7.2M
154,877
建仓
LDUR
PIMCO ETF TR
+$7.2M
75,552
增持
BIL
SPDR SERIES TRUST
+$6.0M
311,857
+26%
增持
MINT
PIMCO ETF TR
+$5.7M
60,889
+1314%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$5.6M
112,331
清仓
ITOT
ISHARES TR
-$5.1M
0
-100%
增持
SGOV
ISHARES TR
+$4.9M
71,974
+205%
减持
KAMO
MANAGED PORTFOLIO SERIES
-$4.7M
283,004
-39%
建仓
LST
MANAGED PORTFOLIO SERIES
+$4.0M
99,553
清仓
HYLB
DBX ETF TR
-$3.5M
0
-100%
清仓
USHY
ISHARES TR
-$3.3M
0
-100%
清仓
IVV
ISHARES TR
-$2.9M
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$2.7M
0
-100%
清仓
SPHY
SPDR SERIES TRUST
-$2.5M
0
-100%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$2.3M
708,031
+22%
清仓
ITA
ISHARES TR
-$2.0M
0
-100%
清仓
SHYG
ISHARES TR
-$1.9M
0
-100%
清仓
SJNK
SPDR SERIES TRUST
-$1.7M
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
建仓
PWR
QUANTA SVCS INC
+$1.4M
2,598
减持
GLD
SPDR GOLD TR
-$1.4M
6,931
-37%
清仓
IEF
ISHARES TR
-$1.2M
0
-100%
清仓
SPYG
SPDR SERIES TRUST
-$1.0M
0
-100%
增持
PLNT
PLANET FITNESS MASTER ISSUER
-$932.3K
27,351
+0%
减持
XME
SPDR SERIES TRUST
-$727.2K
24,261
-25%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$713.8K
18,580
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$708.1K
12,493
清仓
HYG
ISHARES TR
-$655.6K
0
-100%
减持
XOP
SPDR SERIES TRUST
+$596.9K
12,089
-5%
建仓
IHE
ISHARES TR
+$530.2K
6,117
增持
SMH
VANECK ETF TRUST
+$489.5K
6,643
+16%
增持
PEP
PEPSICO INC
+$481.7K
12,261
+25%
清仓
XLY
SELECT SECTOR SPDR TR
-$476.6K
0
-100%
清仓
IWM
ISHARES TR
-$475.8K
0
-100%
清仓
BKHY
BNY MELLON ETF TRUST
-$446.1K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$411.7K
0
-100%
增持
URA
GLOBAL X FDS
+$402.0K
25,285
+31%
建仓
XLP
SELECT SECTOR SPDR TR
+$351.3K
4,285
清仓
IYH
ISHARES TR
-$337.3K
0
-100%
增持
YOLO
ADVISORSHARES TR
-$317.0K
626,886
+5%
建仓
SPYI
NEOS ETF TRUST
+$297.4K
6,024
建仓
ABBV
ABBVIE INC
+$283.8K
1,305
增持
HUM
HUMANA INC
-$271.2K
3,350
+1%
清仓
CLOI
VANECK ETF TRUST
-$265.4K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$264.8K
12,086
-7%
建仓
—
EXXON MOBIL CORP
+$252.7K
1,490
建仓
MRK
MERCK & CO INC
+$249.6K
2,062
增持
NVDA
NVIDIA CORPORATION
+$240.4K
6,000
+39%
增持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$236.2K
32,899
+1%
建仓
PG
PROCTER & GAMBLE CO
+$231.0K
1,599
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$228.7K
10,469
清仓
TMB
THORNBURG ETF TR
-$223.0K
0
-100%
清仓
BKCH
GLOBAL X FDS
-$220.5K
0
-100%
建仓
LLY
ELI LILLY & CO
+$218.9K
238
清仓
FLHY
FRANKLIN TEMPLETON ETF TR
-$216.0K
0
-100%
建仓
RFG
INVESCO EXCHANGE TRADED FD T
+$215.4K
3,929
清仓
XBI
SPDR SERIES TRUST
-$211.5K
0
-100%
建仓
CSCO
CISCO SYS INC
+$211.4K
2,725
清仓
QLTA
ISHARES TR
-$201.1K
0
-100%
增持
AVGO
BROADCOM INC
+$191.7K
1,503
+90%
减持
META
META PLATFORMS INC
-$149.8K
693
-16%
增持
MSMR
ETF SER SOLUTIONS
+$147.1K
60,192
+9%
减持
TSLA
TESLA INC
-$128.9K
1,424
-3%
增持
GOOG
ALPHABET INC
+$127.5K
1,511
+55%
减持
AMD
ADVANCED MICRO DEVICES INC
-$111.2K
4,912
-5%
增持
MBB
ISHARES TR
+$72.6K
4,237
+22%
增持
DLN
WISDOMTREE TR
+$70.6K
6,075
+13%
减持
GOOGL
ALPHABET INC
-$70.2K
2,011
-3%
减持
SHV
ISHARES TR
-$60.4K
3,505
-14%
减持
JNJ
JOHNSON & JOHNSON
+$58.2K
1,593
-0%
增持
NFLX
NETFLIX INC.
+$56.0K
3,492
+17%
减持
GRID
FIRST TR EXCHANGE-TRADED FD
-$53.6K
7,837
-10%
减持
SSUS
STRATEGY SHS
-$45.5K
5,415
-11%
增持
MA
MASTERCARD INCORPORATED
-$45.3K
941
+4%
增持
JPM
JPMORGAN CHASE & CO
+$43.1K
976
+29%
减持
SCHD
SCHWAB STRATEGIC TR
+$41.6K
16,392
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$40.0K
19,431
-3%
增持
VTV
VANGUARD INDEX FDS
+$39.9K
1,362
+14%
增持
AAPL
APPLE INC
-$37.7K
17,478
+6%
增持
MSOS
ADVISORSHARES TR
-$31.7K
44,706
+11%
增持
AMZN
AMAZON COM INC
+$31.3K
6,021
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.0K
1,030
+8%
增持
MSFT
MICROSOFT CORP
-$13.3K
2,033
+28%
增持
IAI
ISHARES TR
+$10.8K
16,031
+10%
减持
SCHF
SCHWAB STRATEGIC TR
-$7.8K
8,104
-6%
减持
AGG
ISHARES TR
-$6.1K
2,071
-2%
减持
IBB
ISHARES TR
-$3.4K
4,239
-1%
减持
TSN
TYSON FOODS INC
+$2.0K
3,244
-8%
增持
DSTL
ETF SER SOLUTIONS
+$473
18,477
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
-$323
17,266
+1%
