Heritage Wealth Advisors
RICHMOND VA · SEC CIK 0001591122
$29.14亿2026Q2 申报市值
700持仓数
67.2%前十大占比 · 第一大 19.3%
56 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$5,539.69万
IEFA 加仓+$4,419.09万
SPHQ 加仓+$2,613.44万
IEMG 加仓+$1,299.63万
MSFT 加仓+$845.64万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$541.10万
MRK 减仓-$398.34万
GOOG 减仓-$272.42万
PHYS 减仓-$264.94万
ITOT 减仓-$225.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LDOS | Leidos Holdings Inc | $0 | 0.00% | 0 | -342 | -100.0% | -$5.32万 | 清仓 |
| ALL | Allstate Corporation | $0 | 0.00% | 0 | -246 | -100.0% | -$5.10万 | 清仓 |
| MRNA | Moderna Inc | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.08万 | 清仓 |
| VWOB | Vanguard Emerging Mkts Govt Bd ETF | $0 | 0.00% | 0 | -760 | -100.0% | -$4.99万 | 清仓 |
| HSIC | Schein Henry Inc | $0 | 0.00% | 0 | -611 | -100.0% | -$4.50万 | 清仓 |
| AEE | Ameren Corporation | $0 | 0.00% | 0 | -408 | -100.0% | -$4.48万 | 清仓 |
| AMCR | Amcor Plc Com Usd0.01 | $0 | 0.00% | 0 | -1,048 | -100.0% | -$4.17万 | 清仓 |
| PFF | Ishares U S Pfd Etf | $0 | 0.00% | 0 | -1,362 | -100.0% | -$4.13万 | 清仓 |
| — | LINKBANCORP ORD | $0 | 0.00% | 0 | -4,938 | -100.0% | -$4.12万 | 清仓 |
| MKTX | MarketAxess Holdings Inc | $0 | 0.00% | 0 | -235 | -100.0% | -$3.88万 | 清仓 |
| UHS | Universal Hlth Svcs Cl B | $0 | 0.00% | 0 | -204 | -100.0% | -$3.65万 | 清仓 |
| VOOG | Vanguard S&P 500 Growth ETF | $0 | 0.00% | 0 | -510 | -100.0% | -$3.47万 | 清仓 |
| OBDC | OWL ROCK CAPITAL ORD | $0 | 0.00% | 0 | -2,400 | -100.0% | -$2.65万 | 清仓 |
| EMN | Eastman Chemical Co | $0 | 0.00% | 0 | -345 | -100.0% | -$2.63万 | 清仓 |
| CGBD | Carlyle Secured Lending Inc | $0 | 0.00% | 0 | -2,100 | -100.0% | -$2.30万 | 清仓 |
| IWY | iShares Russell Top 200 Growth ETF | $0 | 0.00% | 0 | -83 | -100.0% | -$2.07万 | 清仓 |
| CNC | Centene Corp | $0 | 0.00% | 0 | -597 | -100.0% | -$1.95万 | 清仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $0 | 0.00% | 0 | -314 | -100.0% | -$1.78万 | 清仓 |
| ESGV | Vanguard ESG US Stock ETF | $0 | 0.00% | 0 | -146 | -100.0% | -$1.64万 | 清仓 |
| HAL | Halliburton Co Hldg Co | $0 | 0.00% | 0 | -400 | -100.0% | -$1.56万 | 清仓 |
| GIS | General Mills Inc | $0 | 0.00% | 0 | -400 | -100.0% | -$1.49万 | 清仓 |
| KOS | Kosmos Energy Ltd | $0 | 0.00% | 0 | -4,995 | -100.0% | -$1.39万 | 清仓 |
| SKT | Tanger Fctry Outlet Ctrs | $0 | 0.00% | 0 | -406 | -100.0% | -$1.38万 | 清仓 |
| VOX | Vanguard Telecommunication Services ETF | $0 | 0.00% | 0 | -69 | -100.0% | -$1.24万 | 清仓 |
| COO | Cooper Companies New | $0 | 0.00% | 0 | -162 | -100.0% | -$1.16万 | 清仓 |
| VSGX | Vanguard World Fd Esg International Stock Etf | $0 | 0.00% | 0 | -150 | -100.0% | -$1.08万 | 清仓 |
| QYLD | Global X NASDAQ 100 Covered Call ETF | $0 | 0.00% | 0 | -536 | -100.0% | -$9,192 | 清仓 |
| RYLD | Global X Russell 2000 Covered Call ETF | $0 | 0.00% | 0 | -429 | -100.0% | -$6,414 | 清仓 |
| — | America First Multifamily Investors LP | $0 | 0.00% | 0 | -972 | -100.0% | -$4,782 | 清仓 |
| — | TTEC Holdings Inc | $0 | 0.00% | 0 | -1,850 | -100.0% | -$4,625 | 清仓 |
| APTV | Aptiv Plc | $0 | 0.00% | 0 | -62 | -100.0% | -$4,305 | 清仓 |
| WAT | Waters Corp | $0 | 0.00% | 0 | -13 | -100.0% | -$3,871 | 清仓 |
| GPIQ | Goldman Sachs Nasdaq-100 Core Prm IncETF | $0 | 0.00% | 0 | -63 | -100.0% | -$3,118 | 清仓 |
| GPIX | Goldman Sachs S&P 500 Core Prm IncETF | $0 | 0.00% | 0 | -62 | -100.0% | -$3,102 | 清仓 |
| — | Hypatia Women CEO ETF | $0 | 0.00% | 0 | -90 | -100.0% | -$2,996 | 清仓 |
| CCL | Carnival Corp New | $0 | 0.00% | 0 | -66 | -100.0% | -$1,708 | 清仓 |
| BAH | Booz Allen Hamilton Holding Corp | $0 | 0.00% | 0 | -18 | -100.0% | -$1,405 | 清仓 |
| HLN | HALEON ADR REP 2 ORD | $0 | 0.00% | 0 | -123 | -100.0% | -$1,231 | 清仓 |
| SCHQ | SCHWAB LONG TERM US TREASURY ETF | $0 | 0.00% | 0 | -31 | -100.0% | -$974 | 清仓 |
| — | Curaleaf Holdings Inc | $0 | 0.00% | 0 | -356 | -100.0% | -$765 | 清仓 |
| ALC | Alcon Inc Ord Shs | $0 | 0.00% | 0 | -10 | -100.0% | -$754 | 清仓 |
| AFRM | Affirm Holdings Inc | $0 | 0.00% | 0 | -15 | -100.0% | -$687 | 清仓 |
| — | Contra Abiomed Inc Com | $0 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| — | Southwest Va Bkshrs | $0 | 0.00% | 0 | -890 | -100.0% | — | 清仓 |
| — | Pharmanetics Inc | $0 | 0.00% | 0 | -12,398 | -100.0% | — | 清仓 |
| — | SES Solar Inc | $0 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | Validian Corp | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Advanced Explorations Inc | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ZCO Liquidating Corp | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | Comwlth Bankshares | $0 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| — | Luxeyard Inc (NV) | $0 | 0.00% | 150 | 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 |
| — | MedMen Enterprises Inc | $0 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | Playstar Corp New Shs (NV) | $0 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | Nova BioGenetics Inc. | $0 | 0.00% | 0 | -28 | -100.0% | — | 清仓 |
| — | Paragon Offshore PLC | $0 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| — | Big Lots Inc | $0 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| — | SHIFT TECHNOLOGIES CL A ORD | $0 | 0.00% | 14 | 0 | 0.0% | — | 重新持有 |