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Heck Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Heck Capital Advisors, LLC
报告期 2026-03-31 · CIK 0002046227
持仓数
202
前50大市值合计
$1.15B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
19Q3
19Q2
19Q1
18Q4
18Q3
18Q2
18Q1
17Q4
17Q3
17Q2
17Q1
16Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 30
增持 18
减持 77
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$21.5M
58,755
-77%
建仓
BND
VANGUARD BD INDEX FDS
+$16.9M
224,784
建仓
SHY
ISHARES TR
+$16.2M
196,181
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
IVV
ISHARES TR
-$15.2M
88,837
-18%
减持
QUAL
ISHARES TR
-$11.8M
274,287
-13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$9.6M
270,640
-7%
增持
STIP
ISHARES TR
+$9.3M
103,806
+776%
清仓
IWF
ISHARES TR
-$8.1M
0
-100%
建仓
IEF
ISHARES TR
+$7.9M
77,208
清仓
BBAG
J P MORGAN EXCHANGE-TRADED F
-$7.8M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$7.6M
126,760
-8%
减持
IQLT
ISHARES TR
-$7.5M
5,550
-97%
建仓
TLH
ISHARES TR
+$6.7M
56,003
建仓
—
PROSHARES TR
+$6.6M
400,082
建仓
—
PROSHARES TR
+$6.6M
456,185
减持
DGRO
ISHARES TR
-$6.5M
7,606
-94%
建仓
IGRO
ISHARES TR
+$6.3M
110,573
减持
IJK
ISHARES TR
-$6.1M
10,360
-88%
减持
IJS
ISHARES TR
-$6.0M
21,232
-72%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$5.5M
327,652
减持
IEFA
ISHARES TR
-$5.4M
127,387
-31%
建仓
HDV
ISHARES TR
+$4.7M
46,944
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$4.5M
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.3M
226,376
+67%
增持
JAAA
JANUS DETROIT STR TR
+$4.2M
156,840
+126%
清仓
GDX
VANECK ETF TRUST
-$4.1M
0
-100%
建仓
—
SWEDISH EXPT CR CORP
+$4.1M
437,545
建仓
—
ISHARES TR
+$4.1M
163,833
建仓
—
ISHARES TR
+$4.0M
161,174
建仓
IWP
ISHARES TR
+$4.0M
50,945
建仓
UGA
UNITED STS GASOLINE FD LP
+$4.0M
58,749
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.8M
50,796
-10%
建仓
IFGL
ISHARES TR
+$3.5M
156,586
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$3.3M
0
-100%
清仓
SHYG
ISHARES TR
-$3.2M
0
-100%
清仓
TLT
ISHARES TR
-$3.2M
0
-100%
清仓
FALN
ISHARES TR
-$3.2M
0
-100%
清仓
USIG
ISHARES TR
-$3.1M
0
-100%
建仓
LQD
ISHARES TR
+$3.0M
27,261
减持
FTEC
FIDELITY COVINGTON TRUST
-$2.7M
18,296
-49%
清仓
—
SWEDISH EXPT CR CORP
-$2.6M
0
-100%
减持
IJJ
ISHARES TR
-$2.6M
18,850
-52%
减持
IEMG
ISHARES INC
-$2.5M
173,767
-12%
清仓
PXE
INVESCO EXCHANGE TRADED FD T
-$2.5M
0
-100%
减持
INTF
ISHARES TR
-$2.4M
431,469
-5%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$2.4M
0
-100%
减持
GSSC
GOLDMAN SACHS ETF TR
-$2.3M
187,008
-4%
建仓
TBF
PROSHARES TR
+$2.2M
110,201
建仓
TBX
PROSHARES TR
+$2.2M
81,007
减持
FDIS
FIDELITY COVINGTON TRUST
-$2.2M
9,961
-71%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$2.1M
47,403
建仓
—
UNITED STS NAT GAS FD LP
+$2.1M
112,426
减持
EMGF
ISHARES INC
-$2.1M
245,949
-6%
清仓
—
ABRDN ETFS
-$2.1M
0
-100%
减持
ITOT
ISHARES TR
-$1.9M
75,258
-8%
增持
FMB
FIRST TR EXCH TRADED FD III
+$1.9M
77,068
+106%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$1.8M
279,456
-6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.6M
287,026
-5%
减持
IJH
ISHARES TR
-$1.5M
4,610
-52%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.3M
2,144
-89%
减持
GSIE
GOLDMAN SACHS ETF TR
-$1.2M
175,226
-5%
增持
IDV
ISHARES TR
+$1.2M
47,148
+1805%
增持
—
SWEDISH EXPT CR CORP
+$1.1M
559,442
+70%
减持
GSEW
GOLDMAN SACHS ETF TR
-$1.1M
84,066
-2%
减持
USRT
ISHARES TR
-$1.1M
66,245
-8%
减持
XSOE
WISDOMTREE TR
-$1.1M
190,531
-5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.0M
121,875
-5%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$758.7K
0
-100%
减持
IJT
ISHARES TR
-$749.5K
910
-87%
减持
EFAV
ISHARES TR
-$716.4K
52,692
-6%
减持
FCOM
FIDELITY COVINGTON TRUST
-$712.4K
55,548
-6%
增持
IVLU
ISHARES TR
+$679.4K
44,780
+263%
建仓
ISTB
ISHARES TR
+$591.3K
12,475
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$588.1K
30,155
-20%
建仓
IWD
ISHARES TR
+$535.4K
3,693
减持
BA
BOEING CO
-$521.6K
2,858
-40%
增持
AMZN
AMAZON COM INC
-$474.4K
6,245
+1689%
减持
GOOGL
ALPHABET INC
-$451.3K
477
-11%
减持
EEMV
ISHARES INC
-$437.9K
65,568
-2%
减持
AAPL
APPLE INC
-$428.1K
7,228
-11%
增持
IJR
ISHARES TR
+$419.6K
211,063
+19%
减持
MOAT
VANECK ETF TRUST
-$417.6K
5,817
-45%
建仓
USFR
WISDOMTREE TR
+$399.7K
7,941
增持
IVE
ISHARES TR
+$395.6K
16,899
+37%
减持
NULG
NUSHARES ETF TR
-$357.7K
18,178
-11%
减持
FIDU
FIDELITY COVINGTON TRUST
-$352.4K
29,175
-6%
减持
FHLC
FIDELITY COVINGTON TRUST
-$341.9K
37,006
-6%
减持
AVGO
BROADCOM INC
-$323.4K
296
-60%
减持
CMBS
ISHARES TR
-$322.6K
124,268
-2%
建仓
MPC
MARATHON PETE CORP
+$315.9K
3,842
减持
MSFT
MICROSOFT CORP
-$313.0K
3,510
-11%
减持
IVW
ISHARES TR
-$306.2K
7,665
-24%
减持
JNJ
JOHNSON & JOHNSON
-$299.2K
1,725
-50%
减持
IGIB
ISHARES TR
-$299.2K
438
-93%
建仓
—
UNITED STATES STL CORP NEW
+$288.7K
16,122
清仓
DIS
DISNEY WALT CO
-$281.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$279.3K
7,225
-41%
清仓
GNRC
GENERAC HLDGS INC
-$274.1K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$268.4K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$264.4K
0
-100%
减持
CAT
CATERPILLAR INC
-$260.0K
4,398
-6%
建仓
OKE
ONEOK INC NEW
+$242.1K
4,362
减持
FMAT
FIDELITY COVINGTON TRUST
-$240.6K
20,320
-6%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$233.7K
21,422
清仓
META
META PLATFORMS INC
-$231.0K
0
-100%
减持
DSI
ISHARES TR
-$222.3K
8,946
-10%
清仓
DAL
DELTA AIR LINES INC DEL
-$209.3K
0
-100%
减持
UNP
UNION PAC CORP
-$208.1K
2,232
-11%
减持
GVI
ISHARES TR
-$206.4K
41,787
-2%
增持
FENY
FIDELITY COVINGTON TRUST
+$199.4K
70,330
+26%
减持
WMT
WALMART INC
-$193.4K
4,240
-11%
减持
ACWX
ISHARES TR
-$190.9K
3,175
-50%
减持
COP
CONOCOPHILLIPS
-$189.7K
14,025
-3%
增持
FNCL
FIDELITY COVINGTON TRUST
-$173.8K
49,734
+13%
增持
FLTR
VANECK ETF TRUST
+$171.6K
170,377
+6%
减持
DE
DEERE & CO
-$159.3K
947
-11%
建仓
IEI
ISHARES TR
+$157.8K
1,322
增持
SCHD
SCHWAB STRATEGIC TR
+$146.0K
197,829
+11%
减持
JPM
JPMORGAN CHASE & CO
-$120.4K
2,967
-11%
减持
—
DUPONT DE NEMOURS INC
-$102.6K
3,811
-11%
减持
VMC
VULCAN MATLS CO
-$98.0K
1,531
-11%
减持
V
VISA INC
-$96.6K
1,861
-11%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$83.7K
2,267
-11%
减持
ESML
ISHARES TR
-$83.3K
7,547
-11%
建仓
EMXC
ISHARES INC
+$82.6K
1,730
减持
CVS
CVS HEALTH CORP
-$72.8K
3,465
-11%
减持
NKE
NIKE INC
-$71.0K
1,458
-11%
增持
VB
VANGUARD INDEX FDS
-$70.0K
1,961
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$65.8K
1,110
-11%
减持
AMT
AMERICAN TOWER CORP NEW
-$62.7K
2,314
-11%
减持
FANG
DIAMONDBACK ENERGY INC
-$60.8K
1,794
-12%
减持
NEE
NEXTERA ENERGY INC
-$59.6K
3,400
-11%
减持
ABT
ABBOTT LABS
-$53.5K
2,238
-11%
减持
HON
HONEYWELL INTL INC
-$51.9K
1,159
-11%
减持
ESGE
ISHARES INC
-$50.3K
5,771
-10%
减持
NVS
NOVARTIS AG
-$47.3K
3,395
-11%
清仓
AAXJ
ISHARES TR
-$45.3K
0
-100%
增持
USMV
ISHARES TR
-$42.4K
5,790
+0%
减持
TMUS
T-MOBILE US INC
-$39.6K
4,224
-11%
增持
GM
GENERAL MTRS CO
-$35.6K
6,960
+19%
减持
PEP
PEPSICO INC
-$35.3K
1,665
-11%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$25.8K
645
-28%
减持
MBB
ISHARES TR
-$18.5K
168
-51%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$12.1K
2,475
-11%
建仓
TSLA
TESLA INC
+$10.8K
16
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$9.3K
0
-100%
清仓
KRE
SPDR SER TR
-$3.7K
0
-100%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$1.7K
0
-100%
清仓
—
ISHARES TR
-$1.6K
0
-100%
增持
TIP
ISHARES TR
-$616
82
+3%