Heritage Wealth Advisors
RICHMOND VA · SEC CIK 0001591122
$25.60亿2026Q1 申报市值
689持仓数
64.4%前十大占比 · 第一大 17.3%
117 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPHQ 加仓+$3.49亿
IEFA 加仓+$2,060.64万
IVV 加仓+$1,028.68万
IEMG 加仓+$742.71万
J 新建仓+$215.59万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$6,747.69万
ADP 减仓-$4,043.80万
GOOG 减仓-$3,160.49万
RTX 减仓-$2,532.57万
JNJ 减仓-$2,104.09万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EPD | Enterprise Prd Prtnrs Lp | $1,300.82万 | 0.51% | 343,769 | -16,572 | -4.6% | -$62.71万 | 减仓 |
| MKL | Markel Group Inc | $1,391.91万 | 0.54% | 7,272 | -693 | -8.7% | -$132.65万 | 减仓 |
| ACWX | iShares MSCI ACWI ex US ETF | $2,115.52万 | 0.83% | 308,971 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard 500 ETF | $2,247.79万 | 0.88% | 37,617 | 2,002 | 5.6% | $119.63万 | 加仓 |
| VT | Vanguard Total World Stock ETF | $2,279.25万 | 0.89% | 164,781 | -13,565 | -7.6% | -$187.63万 | 减仓 |
| WMB | Williams Companies | $2,328.53万 | 0.91% | 319,940 | -116,358 | -26.7% | -$846.85万 | 减仓 |
| HD | Home Depot Inc | $2,760.08万 | 1.08% | 83,921 | -17,663 | -17.4% | -$580.92万 | 减仓 |
| MCD | Mc Donalds Corp | $3,017.38万 | 1.18% | 97,087 | -22,451 | -18.8% | -$697.76万 | 减仓 |
| UNP | Union Pacific Corp | $3,236.39万 | 1.26% | 133,394 | -29,410 | -18.1% | -$713.54万 | 减仓 |
| PGR | Progressive Corp Ohio | $3,269.38万 | 1.28% | 164,920 | -25,318 | -13.3% | -$501.90万 | 减仓 |
| DUK | Duke Energy New | $3,374.79万 | 1.32% | 257,736 | -66,227 | -20.4% | -$867.18万 | 减仓 |
| ITOT | iShares Core S&P Total US Stock Mkt | $3,672.02万 | 1.43% | 257,812 | -152 | -0.1% | -$2.16万 | 减仓 |
| JPM | Jpmorgan Chase & Co | $3,687.05万 | 1.44% | 125,341 | -25,923 | -17.1% | -$762.55万 | 减仓 |
| AMZN | Amazon Com Inc | $4,191.65万 | 1.64% | 201,261 | -66,254 | -24.8% | -$1,379.87万 | 减仓 |
| MA | Mastercard Inc | $4,464.21万 | 1.74% | 89,345 | -29,239 | -24.7% | -$1,460.95万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $4,740.89万 | 1.85% | 381,468 | -105,798 | -21.7% | -$1,314.86万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $4,822.88万 | 1.88% | 100,644 | -24,422 | -19.5% | -$1,170.31万 | 减仓 |
| BN | Brookfield Corporation | $5,059.27万 | 1.98% | 1,250,130 | -365,226 | -22.6% | -$1,478.07万 | 减仓 |
| COP | Conocophillips | $5,203.13万 | 2.03% | 394,176 | -96,430 | -19.7% | -$1,272.88万 | 减仓 |
| MSFT | Microsoft Corp | $5,619.09万 | 2.20% | 151,798 | -29,218 | -16.1% | -$1,081.56万 | 减仓 |
| JNJ | Johnson & Johnson | $6,087.95万 | 2.38% | 249,057 | -86,078 | -25.7% | -$2,104.09万 | 减仓 |
| RTX | Raytheon Technologies Ord | $6,174.58万 | 2.41% | 320,092 | -131,289 | -29.1% | -$2,532.57万 | 减仓 |
| AAPL | Apple Computer Inc | $6,184.19万 | 2.42% | 243,674 | -29,133 | -10.7% | -$739.37万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $6,841.62万 | 2.67% | 238,500 | -110,175 | -31.6% | -$3,160.49万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $6,995.37万 | 2.73% | 1,002,921 | 106,482 | 11.9% | $742.71万 | 加仓 |
| IWS | iShares Russell Midcap Value | $7,949.70万 | 3.11% | 545,471 | 5,789 | 1.1% | $84.37万 | 加仓 |
| PHYS | Sprott Physical Gold Trust Unit | $1.70亿 | 6.64% | 4,794,455 | -344,117 | -6.7% | -$1,219.55万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $2.79亿 | 10.92% | 3,086,375 | 227,620 | 8.0% | $2,060.64万 | 加仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $3.53亿 | 13.77% | 4,688,734 | 4,636,549 | 8,884.8% | $3.49亿 | 加仓 |
| IVV | IShares S&P 500 Index | $4.43亿 | 17.31% | 678,104 | 15,748 | 2.4% | $1,028.68万 | 加仓 |