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 |
|---|---|---|---|---|---|---|---|---|
| AZN | Astrazeneca Plc Adr | $0 | 0.00% | 0 | -50 | -100.0% | -$9,101 | 清仓 |
| DVN | Devon Energy Cp New | $0 | 0.00% | 0 | -200 | -100.0% | -$7,326 | 清仓 |
| ADM | Archer-Daniels-Midlnd Co | $0 | 0.00% | 0 | -90 | -100.0% | -$5,174 | 清仓 |
| MICC | Magnum Icecream | $0 | 0.00% | 0 | -291 | -100.0% | -$4,612 | 清仓 |
| OWL | BLUE OWL CAPITAL CL A ORD | $0 | 0.00% | 0 | -253 | -100.0% | -$3,780 | 清仓 |
| — | SANDOZ GROUP ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYN | Rayonier Inc | $0 | 0.00% | 0 | -98 | -100.0% | -$2,122 | 清仓 |
| — | Adyen Unspon 50 ADR Rep 1 Ord | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Shell PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Deutsche Boerse AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Nintendo Ltd Adr | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SONY FINANCIAL GROUP INC. ADR CMN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ZCO Liquidating Corp | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SES Solar Inc | $0 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | Paragon Offshore PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Big Lots Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Advanced Explorations Inc | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | Contra Abiomed Inc Com | $0 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| — | Playstar Corp New Shs (NV) | $0 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC XXX SUBMITTED FOR ESCROW CL A | $0 | 0.00% | 0 | -3,631 | -100.0% | — | 清仓 |
| — | SHIFT TECHNOLOGIES CL A ORD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Comwlth Bankshares | $0 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| — | Luxeyard Inc (NV) | $0 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | Southwest Va Bkshrs | $0 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| — | Validian Corp | $0 | 0.00% | 10,000 | -40,000 | -80.0% | — | 减仓 |
| — | Pharmanetics Inc | $0 | 0.00% | 12,398 | 0 | 0.0% | — | 不变 |
| — | MedMen Enterprises Inc | $0 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SCHK | Schwab Strategic Tr 1000 Index Etf | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | Indigenous Bloom Hemp Corp | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | Nova BioGenetics Inc. | $0 | 0.00% | 28 | 0 | 0.0% | — | 不变 |